OBJECTIVES STRATEGIES TACTICS MEASUREMENT OFSUCCESS

Print piece "snapshot" showing all our products and services, small digital print runs with"Create Your Own Brochure" so this can be updated quarterly as necessary, used as

stand-alone one-sheeters, posted online and customized for each audience.# of snapshot PDF downloads

Manage an email list of [audience1&2] that can be segmented by top influencers andniche. Create emails with only landing pages that house up-to-date resources that reflectthe information in the more general printed "snapshot"

Email metrics and landing page conversions

Hold an annual event or webinar and invite all [audience1] to learn about our services andnetwork together. % response rate of attendance

Annual appreciation "end of year" Thank You event for [audience1] [audience2] % response rate of attendance andsatisfaction survey results

Establish an incentive program for referrals from [audience1] and other key influencers ROI after 1 year

2. New Customers (General)

Retargeted online ads in social, email, youtube and search with CTA "Learn more" and"Buy Now" Monthly ROI of paid media

Establish a Tag Management system for remarketing tags on all website properities # of new partners

Establish media partnerships for added value media # of free impressions

Establish social media outreach and increase network reach & engagement

3. Brand Awareness

Create a PR plan for the rebranding initiative fromconception through execution Cultivate relationships with key media influencers through XX event sponsorships in 2015 # of brand social mentions and searches

online

Establish a system for realtime communication of key brand messages, impact results anddevelop a monthly newsletter personalized with the same information but visuals targetedto each audiences

Email metrics for newsletter

BUSINESS STARTUP ANNUAL PLANNING TEMPLATE

1. New Referrals

Obtain XX new referrals through[audience1] and [audience2]referrals (Estimate $XX M inrevenue)

Communicate with [audience1] and [audience1] atleast 24 times per year to engage, educate about

products/services and encourage referrals

Obtain XX new customers in 2015 "Evergreen" integrated channel brand awarenesscampaign

Increase online brand awareness,engagement and reach by XX%

Establish a system for efficiently reaching PR andBlog influencers locally, in the US and internationally

Business-Startup-Annual-Plan

Establish a brand blog with weekly posts and stories that position the startup as a leaderin the industry niche # of weekly posts and time on site

Attend 4 networking events per month and send LinkedIn invitation to new contacts met atevents # attended and new contacts

Create an online media resource center and kits for all markets # of unique visitors and downloads

Identify what issue is relevant to your business andhow your product can help the world. Optimize conversion pathways on your website for traffic driven from social channels # of conversions

Increase awareness about community-centric impactstrategic product development Co-sponsor community events that can be used to promote sustainability initiatives % attendance rate, social shares, event

satisfaction ratings

Increase # millenial followers Create a "sharable" video that appeals to younger gen X and millenial audiences # of millenial prospects acquired

5. Retention of Current Customers

Enhance online communication portal and quarterlyreport back emails New website initiative functionality enhacements and marketing automation # of completed website interaction goals

Personalize the brand by featuring team profiles andinterests

Build robust employee profiles that communicaties their personal and professionalpassions and successes % engagement and new referrals

Craft 12 new stories of impact which include a video testimonials # of video views and shares

Create a life event messaging strategy with personalized multi-channel communicationswith incentives (birthdays, etc.) for holidays that make sense # of individual purchases

Enhance exclusive resources, ebooks, webinars etc. allow for multi-channel distributionand repeat usage for current customers # of downloads and shares

Offer affiliate lead programs and business revenue or stock-sharing programs # of partners

4. Social Sustainability & Global Impact

Increase social reach by XX% anddevelop advocy content aroundan issue.

Increase brand engagement byXX% for current customers

Tell the story of the history of the brand and thecustomer's impact on growth

Business-Startup-Annual-Plan