one page marketing action plan for solopreneurs

The One Page Marketing Action PlanOne page. One hour. Done.

Setting up for success

• Paper + pen• Post-it notes• Water or tea• Close down

distractions

Watch the video & download the worksheet here:http://pattyk.com/one-page-marketing-plan/

Is this you?

Lots of activity, not enough PROGRESS

Lots of vision, not enough ACTION

Complicated plans

No plan at all

The problem with planning

• We don’t KNOW!• How people will respond• If it will work• What we don’t see (the future!)

• Things CHANGE• Our actions cause changes• New technology• WE grow and change

And yet…

If you don’t know where you’re going…how will you get there?

“You don't have to see the whole staircase, to take the first step.”~ Martin Luther King Jr.

Our mission today

Create a plan that will• Show your destination• Outline the path to get

there• Provide your immediate

next steps

You can use this system to plan your entire life

Today: focus on your business

Updating your plan?

Set aside the old one and start fresh

Put on your business owner/CEO hatThis is working ON, not IN your business

Don’t let fear or doubt get in the way

What makes this process work

Limited Space

Prevents over-complicating

Limited Time

Prevents over-thinking

Think fast + DO (access your intuition)

Not carved in stone

Download the worksheet here: One Page Marketing Action Plan

3 Year Vision• 3 years from now: looking back on an AWESOME year• A stretch – that you feel is achievable (not a fantasy)

• Yearly income• Number of clients, contact list size, blog/newsletter

readership• What are you doing?• How much time are you working? (Long vacations, short

hours or weeks?)• How large is your company? (Just you?)• Where do you serve? Locally? Internationally?• Reputation? Recognition?• Completed projects

Checking In

How was that? What did you notice?

(Feeling a combination of excited + scared means you’re on the right track!)

One year goals

• The Gap• Where you are now (last year)• Where you want to be in 3 year vision• What is about one third of the way there?

Example (established business)

Now (last year)$100, 000

Goal (3 years)$250, 000

One Year$150,000

Two Years$200,000

Example (just starting out)

Now (last year)Nothing!

Goal (3 years)$100, 000

One Year$25,000

Two Years$65,000

One year goals

• How much income? • How many clients? • List size: contacts, subscribers• Completed projects. (Program. Website.

Book.)• Business and marketing systems.

(Preparing for future growth and success)

Checking In

If you achieved these goals, would you be on track for 3 years?

(Hint: if the answer isn’t “yes” you need to adjust your goals or your vision)

The bridge from vision to action

Projects (6 Months)

List all the projects you need to complete in order to achieve your one year goal

Huh!?

What’s a project?

• Group of tasks• Size is up to you

• 1 day?• 3 months?

Types of projects

• Action projects• Research projects (what are the options?

Which do I choose?)• Learning projects (how do I do this?)• Planning projects (what are all the steps?)• Practices: things to do on a regular basis

Marketing

Stranger who needs your services

Happy paying client

MarketingLead Generation

Marketing

Conversion

Marketing Retention

SalesFunnel

Project suggestions – based on where you’re at with your business

List ALL the projects you think would help you reach your 12 month goal. (Don’t worry…we’ll reduce the list later!)

Just getting started?

• Service packages & prices

• Ideal Client Profile• Sales Process• Tracking system

Good at sales but not enough leads?Lead generation projects

• Networking• Social media• Speaking• Affiliate & referral• Mailing list• Advertising

Lots of leads but few sales?

Conversion projects• Ladder of offerings• Ideal Client Profile• Sales Process• Follow up systems• Website content and

sales pages• Mailing list (MailChimp)

Online Marketing Intensive

Lots of customers, few repeatsRetention projects

• Develop additional offerings (ladder)

• Customer service• Follow up/database keep

in touch program

Feast & famine? (Or disorganized/scattered?)

Systems: • Daily and weekly practices• Follow up/keep in touch

system• Time management• Delegation (E-Myth)• Tracking

Summer Slump?• Prepare for fall

• Systems• Product/Service

Development• Market while others are off

• Seasonal offer for existing clients

• Casual networking• Direct contact

• Downtime/self care

Check in

If you completed these projects would you be on track for the year?

(Hint: your answer should be “YES!”)

Almost there…

Circle 3

• Pick 3 and circle them = NOW list• Biggest bang for the buck• Logically needs to happen first• Feels fun/right/appealing

• All the others = LATER list(Remember: you can add/remove projects at any time)

Project ProjectProject ProjectProjectProjectProjectProjectProjectProject Project Project Project Project

One post-it for each project

• What is the immediate first step?

• Must be an ACTION• Should take 5 minutes or

less• Don’t know? First step is

probably “research”

Project ProjectProject ProjectProjectProjectProjectProjectProjectProject Project Project Project Project

Project 1First Step

Project 2First Step

Project 3First Step

Check in

If you did these things, would you be on track to complete your projects?

(Guess what answer we’re looking for…)

The Action Part of the System

• DO at least the next step for each project each week (you will probably do more once you get started.)

• Finished taking action? Make a new post-it with the NEXT step.

• Complete the project? Put a star next to it, circle the next one.

Project ProjectProject ProjectProjectProjectProjectProjectProjectProject Project Project Project Project

Project 2Next Step

Project 3Next Step

Done! Yay!

Project ProjectProject ProjectProjectProjectProjectProjectProjectProject Project Project Project Project

New ProjectFirst Step

Project 2Next Step

Project 3Next Step

Pick a new one

Option #1

Or (if you’re like me)

If you think you’ll procrastinate forever on one of those projects• Commit to completing all 3 projects

before choosing 3 new ones

Project ProjectProject ProjectProjectProjectProjectProjectProjectProject Project Project Project Project

Project 2Next Step

Project 3Next Step

Done! Yay!

Project ProjectProject ProjectProjectProjectProjectProjectProjectProject Project Project Project Project

Project 3Next Step

Done! Yay!

Option #2

Every 90 days

• Monitor progress• Celebrate achievements• New sheet of paper• Review/update the plan

The big question• If you execute this plan…• If you stay on track…• If you learn what you need to learn…• If you’re willing to do what it takes…Will you reach your 3 year vision?

(Hint: this answer should also be scary + exciting)

What gets in the way?

Forget you even have

a plan

Procrastination

Get stuck, have questions

Fear or self doubt

Lack of support?

Have a clear plan? Execute it! Join the Marketing Action Club• Friday reminder• Monday morning meeting

(recorded)• Private Facebook group$29/month

Stuck? Confused? I can help

1:1 coaching

Email: patty@pattyk.com

Click the below to claim your

Free Strategy Session