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YOUR BUSINESS

Business Name?
Business Phone Number?
Business E-mail?
Business Owner(s)?
How long has your business been running?

ACTION PLAN

Creating a small business Action plan can be difficult when you’re not sure where to start. Use this guide to create a n action plan that’s geared toward success.

BRAND IDENTITY

Branding is one of the smartest investments you can make for your business. By building a brand, you convey a clear vision of what you stand for, attract more clients, and establish your unique positioning in the competitive marketplace.

What does your business do, and what do you offer?
(List services you sell, products, etc.)
Why did you
start your business?

WHAT MAKES YOUR BUSINESS UNIQUE

What unique services or products do you offer your customers that nobody else does? Think about what truly makes you different.

Describe your brand with 3 – 5 words (circle all that apply

IDENTIFY YOUR TARGET AUDIENCE

WHO ARE YOU TRYING TO REACH?

[Buyer Persona] is [age range] years old. S/he works in [job title or industry name] for a living and spends his/her free time [describe the lifestyle, family size, etc.]. Ultimately, [Buyer Persona] wants [personal or professional challenge(s) that your business will try to solve].

 Before you can solidify your marketing plan, it’s important to know who you’re going to be targeting with your marketing.

TARGET AUDIENCE CHARACTERISTICS
AGE
LOCATION
INCOME LEVEL
COMMON HOBBIES
COMMON SHOPPING HABITS
DEVICE PREFERENCE
TYPICAL CUSTOMER PERSONA
IDEAL CUSTOMER PERSONA

DEFINE YOUR BRAND STATEMENT

A brand statement is a short definition that wraps your target market position, point of difference, brand promise, and brand character into a statement that directs all your branding efforts.

BRAND STATEMENT FORMULA

[Name of your business, product, or service] is the [your distinction and the generic term for your type of offering] to provide [your unique features or benefits] to [your customer profile] who choose our offering in order to feel [your customers’ emotional outcome]. We consistently deliver the unique attributes and benefits our customers count on, and we promise our customers [the promise customers can absolutely count on from your company].

WRITE YOUR BRAND STATEMENT

DIRECTION

Now it’s time to get down to business! Now that you have a clear understanding of your key areas and your brand identity, let’s define your direction.

1 YEAR OVERVIEW
5 YEAR OVERVIEW
10 YEAR OVERVIEW

Let’s look at your business’s current situation

S.W.O.T. ASSESSMENT

STRENGHTS
OPPORTUNITIES
WEAKNESSES
THREATS

COMPETITOR 1

WHERE ARE THEY LOCATED?

COMPETITOR 2

WHERE ARE THEY LOCATED?
HOW LONG HAVE THEY BEEN RUNNGIN?
HOW LONG HAVE THEY BEEN RUNNGIN?
WHAT IS THEIR TARGET MARKET?
WHAT IS THEIR TARGET MARKET?
WHAT ARE THEIR UNIQUE SELLING POINTS, AND COMPETITIVE DIFFERENTIATORS?
WHAT ARE THEIR UNIQUE SELLING POINTS, AND COMPETITIVE DIFFERENTIATORS?

SMART GOALS

SMART GOAL 1
SMART GOAL 2
SMART GOAL 3

Have you ever had an advertising firm work with you in the past?

Can your current infrastructure handle an influx of customers?

Take a look at each of your Smart goals and list the tactics you think you would need or want to reach those.

TACTICS FOR SMART GOAL 1
TACTICS FOR SMART GOAL 1
TACTICS FOR SMART GOAL 3

PUT TOGETHER AN ACTION PLAN THAT PRIORITIZES TASKS

The next task is to simply write down the tasks that you want to accomplish and prioritize them. You might want to remind yourself of the goal(s) you’re trying to achieve with each marketing channel and the desired result.

MARKETING TACTICTIMELINEGOAL

Decide what you can spend on marketing your business

Next, you will want to determine how much money you can spend on your marketing plan as well as how much time you are able and willing to spend executing your plan

BUDGETTIME (WEEKS)

BRAND IDENTITY EVALUATION

WEBSITE
SOCIAL MEDIA
MY GOOGLE
YOUTUBE
CONSISTENCY