9 Step Sales and Marketing Plan

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Sustainable and predictable revenue growth requires a continuous process of evaluation, planning and execution. The overarching goal of a marketing and sales [revenue] strategy and plan is to:

  • Increase Volume: Generate more awareness, visits, connections and inquiries – more “at bats”.
  • Increase Value: Get better and more qualified opportunities that deliver a greater customer lifetime value (CLTV).
  • Increase Velocity: Increase the speed and rate of conversion at each step of your marketing and sales funnel.
  • Increase Revenue: Retain and expand existing and close new relationships.


The 3 Layers of the Revenue Architecture

When developing a marketing and sales plan, there are many factors to consider:

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