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Take 10: How to Create a Tactical Sales and Marketing Plan in Eight Hours or Less

James Obermayer
Fri, Jul 18, 2014
10 minutes

A clear sales and marketing plan is essential for success in business, yet many companies still overlook it. For others, plans are delivered late and/or without the stamp of approval from both sales and marketing departments. Without clearly articulated goals, how can you expect results?

In just 10 minutes, you'll learn how to create a SWOT (Strengths, Weaknesses, Threats, and Opportunities) analysis, and define your goals, objectives, strategies, and tactics. You'll be able to take what you've learned and, in just eight hours (or less!), develop your own sales and marketing plan.


James Obermayer is a principal at Sales Leakage, Inc., a sales and marketing strategy consulting firm, and the executive director of the Sales Lead Management Association. He specializes in helping small- and medium-size companies identify sales and marketing leakage issues that stifle sales growth and waste valuable marketing dollars. James is also the author or co-author of four B2B books.

Who Should Attend?

Marketing specialists, marketing operations managers, lead generation marketers, branding specialists, as well as sales managers and presidents of small companies (under $100 million) will benefit from this Take 10.

What Will You Learn?

  • How to build a SWOT analysis
  • How to create a goal, objectives, strategies, and tactics plan to guide your business throughout the year
  • How to build a plan based on sales forecasts
  • What goes into a complete marketing package to determine the cost per inquiry, cost per lead, and closed lead costs

About Our Take 10 Program

In just 10 minutes, each Take 10 video tutorial features step-by-step instructions on a narrow topic. Packed with takeaways, every episode comes with a handy one-page checklist, so there's no need to take notes. Just download the PDF. PRO members can now watch Take 10 tutorials using the MarketingProfs mobile app. Download the iPhone or Android app, and get smart on the go!

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