MODULE FIVE WORKSHEET

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Module 1—Getting Started

Module 2—When you have Employees

Module 3—Product & Facilities

Module 4—Industry Analysis

Module 5—The Marketing Plan

Module 6—Bookkeeping & Accounting

Module 7—The Financial Plan

Module 8—Legal & Insurance

Module 9—Writing Your Winning Plan

Module 10—Financing Your Business

Module 11—Putting it all together

MODULE FIVE WORKSHEET

(MARKETING PLAN)

1. What is your overall marketing plan? ______________________________________________________________________________________

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2. What are your marketing objectives? ______________________________________________________________________________________

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3. How will you promote your business? (Advertising, themes, media, budget, direct mail, trade shows, catalogs, etc.) ______________________________________________________________________________________

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4. How will you sell and distribute your products or services? (channels of distribution, sales force, direct mail,

tradeshows, telemarketing, catalogs, etc.) ______________________________________________________________________________________

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5. What are your products warrantees or guarantees? Any servicing considerations? Installation or maintenance issues? ______________________________________________________________________________________

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GO TO MODULE 6

Home Page Forward Module 1—Getting Started Module 1 Resources Module 1 Worksheet Module 2—When you have Employees Sample Employment Forms Module 2 Worksheet Module 3—Product & Facilities Module 3 Worksheet Module 4—Industry Analysis Module 4 Worksheet

Module 5—The Marketing Plan Sample Accounting Forms Module 6 Worksheet Module 7—The Financial Plan Sample Projection Reports

Module 7 Worksheet Module 8—Legal & Insurance Module 8 Worksheet Module 9—Writing Your Winning Plan Module 9 Worksheet

Module 10—Financing Your Business Financing Resources Module 10 Worksheet Module 11—Putting it all together