The key to writing an effective marketing plan is disciplined marketing planning. Disciplined marketing planning is a sequential, interlocking, step-by-step decision and action process. 

Disciplined marketing has two major components.  The first, Marketing/Business Review, is a comprehensive analysis of the marketplace and your company's approach to the market.  The second major component is the marketing plan itself, which is developed from the information gathered and analyzed in the Marketing/Business Review.

We help your clients understand what marketing can do for their business or organization.

We help them get focused on their customers their needs.

Together we outline a plan that will give them the structure and techniques to attract more customers and enhance revenues.

Our Approach:

• Collect marketing background information and conduct a Marketing/Business Review if required to gather information for decision making.
• Identify opportunities and problems from the marketing data collected.
• Outline goals (revenue, publicity, views of stakeholders).
• Determine target markets.
• Outline marketing objectives and strategies.
• Develop a positioning strategy and USP.
• Outline the marketing mix of tools for implementation.
• Develop the marketing plan budget and calendar.
• Monitor execution
• Review and evaluate results and programs.

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Copyright © 2003 Dugan & Lopatka, CPAs, PC
Last modified: February 5, 2003