Try to base figures as best you can from a 3-5 year sample
1) Yearly Marketing Budget 2) Yearly Gross Sales 3) Gross Sales Profit Margin Percentage 4) Yearly Transactions 5) Yearly Active Customers 6) Customer Retention/Churn Rate [(Number of Customer End of A Period) – (Number of New Customers That Period)] / Number of Customers Sart Of That Period / 100 7) Average Order Value Example Formula: (Sales/Transactions) 8) Conservative Customer Lifetime Value Of Customer Basic Formula: Yearly Transactions / Yearly Customer X Average Order Value X 3 to 5 Years 9) Customer Acquisition Cost Example Formula : Marketing Budget / New Customers In Period Respectively 10) Customer Lead Cost Example Formula : 10% of Customer Acquisition Cost Moderately 11) Customer closing rate? Example Formula : For every phone call, email, or other lead; how many turn into sales?
Let us help you put all this information together in an analytics worksheet and further your strategy.
This is the type of information that can mean all the difference to your goals.
Please educate us on what products or services you focus on:
What’s special about you? What are your strengths and frustrations?
Defining Further Company Strengths
Vs Competitors / For Customers / Self Viewed Additionally:
Defining Further Company Frustrations
What major cities are you in? Does your direct presence matter? Where can you service? Are there franchise concerns?
We need to know more about who your direct competitors are so we can better understand the field.
Who are you trying to reach? Where are they? What do they do? B2B vs. B2C?
Who are you? What are you about? Why did you get involved in this business? What do you like? What are your passions in this business?
Website:
Social Media:
Direct Mail:
Email Marketing:
Television:
Radio:
Other Print:
Other Marketing:
Targeting vs. Retargeting Campaigns: (New, Old, Inactive/ Explain):
Sales Funnels Note:
Additional Notes:
Cross Promotions:
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