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Hello and welcome to the Marketing Plan Service!

To help us best design a strategy around your marketing needs, we’ll need information about your company, your customers, goals, and competition. Please carefully complete the worksheets and questionnaire.

We've broken the questionnaire into 7 sections. You can download the question list here if you'd like to prepare in advance and complete all the steps at once.

If you get stuck on any of these questions, please don't hesitate to contact us!

We are dedicated to handling any information you provide to us with care and respect. View our privacy policy for this service.

For the worksheets and a few of the questions, you may find it helpful to have a few reports from your accounting system.

Recommended Reports:

  • Sales by Customer Summary (6 month and 1 year summary)
  • Sales by Item Summary
  • Total Gross Sales 

Once you are ready to get started use the login on the right to get started!