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        This section is important as it keeps track of who has updated or edited your marketing processes. It keeps a reference of who edited what and when they did so. 

        元朝汝阳王Enter your details in the form fields below. 元朝汝阳王

        Use the members drop-down to assign the Quarterly Strategic Marketing Process report for review to a team member of your team.

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        元朝汝阳王Use the sub-checklist below to guide you in researching your competitive position within your market元朝汝阳王.

        Remember, to record data for all the last 元朝汝阳王3 months. 元朝汝阳王

        • 1
          The size of the market
        • 2
          Document the size of your market
        • 3
          Identify your major competitors and how they’re positioned
        • 4
          Determine whether your market is in the introductory, growth, mature, or declining stage of its life
        • 5
          Understand the problems that your market faces
        • 6
          List your competitors
        • 7
          Your competitors and their progress
        • 8
          Identify areas where your competition is vulnerable
        • 9
          Your business's stage of growth
        • 10
          Customer demographics
        • 11
          SWOT analysis of any changes in the competitive landscape
        • 12
          Your value delivery

        Competitive positioning is about defining how you’ll differentiate your product. It’s about carving out a spot in the competitive landscape, putting your stake in the ground, and winning mindshare in the marketplace—being known for a certain “something.”

        元朝汝阳王Link or upload the research document.元朝汝阳王

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        Pricing is a complex subject, there are many long-term and short term factors to consider.

        Ideally, your prices should:

        1. Reflect the value that you provide versus your competitors.
        2. Consider what the market will truly pay for your offering.
        3. Enable you to reach your revenue and market share goals
        4. Maximize your profits (either short-term or long-term)

        元朝汝阳王Use the form fields below to record details on whether your method for delivering value is operating efficiently. 元朝汝阳王

        元朝汝阳王Remember:元朝汝阳王 If your method for delivering value is product leadership or customer intimacy, a low price could send the wrong message.

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        元朝汝阳王Review your brand's voice and messaging. 元朝汝阳王

        Consistent messaging is essential for communicating your ideas and values to your target market. Solid messaging and a clear voice allows you to effectively communicate what you stand for and the value that your offering provides.

        元朝汝阳王Pro-Tip:元朝汝阳王 Your messages should have a personality, a tone, a purpose, and should align with all elements of your branding. 

        Use the sub-checklist below to 元朝汝阳王guide you in reviewing your brand's messaging and note any key takeaways 元朝汝阳王in the form field. 

        • 1
          Do all team members understand and use the brand's voice?
        • 2
          Are your messages carefully crafted?
        • 3
          Is there any way you could strengthen your messaging?
        • 4
          Is all messaging well written and flawless?
        • 5
          Do you have contradictory messaging?
        • 6
          What is the customer sentiment regarding your slogan?
        • 7
          What is the customer sentiment regarding your brand's message?

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        元朝汝阳王Use this section to review and optimize the performance of your website. 元朝汝阳王

        Fill out the form fields below and select the appropriate options from the dropdowns.

        • 1
          Publicity
        • 2
          Social
        • 3
          Email
        • 4
          Webinars
        • 5
          Ongoing communications
        • 6
          No
        • 7
          Other

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        Most growing businesses will likely need a 元朝汝阳王CRM (Customer Relationship Management) system. 

        元朝汝阳王If you already have a CRM then follow the sub-checklist and create a report元朝汝阳王 that covers the last 元朝汝阳王3 months 元朝汝阳王below. On completion, upload the report.

        If you元朝汝阳王 do not have a元朝汝阳王元朝汝阳王 CRM元朝汝阳王 system set-up then read this blog post by Process Street's CEO, Vinay Patankar. It will guide you in choosing the right tool for you and your business.

        • 1
          Contact & account information (contact names, emails, phone numbers, SIC code, address, etc.)
        • 2
          Lead information
        • 3
          Sales rep name and activity history (calls, emails sent, inquiries, etc.)
        • 4
          Purchase history
        • 5
          Customer service tickets
        • 6
          Sales pipeline information
        • 7
          Marketing marketing campaign data
        • 8
          Revenue tied to a certain marketing campaign
        • 9
          The number of leads you have at each step in your sales process
        • 10
          Track your progress against your goals
        • 11
          Capture leads from your website

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        Return on investment (ROI) is a measure of the profit earned from each investment. 

        Use the image below to help 元朝汝阳王calculate your ROI for this quarter元朝汝阳王 元朝汝阳王and input it into the form field below. 元朝汝阳王

        Quarterly Strategic Marketing Process: ROI calculation.

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        元朝汝阳王Enter campaign details.元朝汝阳王

        You don’t need to list every campaign—just outline your major promotional plans for the quarter. You’ll need to set your budget in the next task, so the more planning you do now, the better. 

        Use the form fields below to record all data concerning major campaign plans for the coming quarter. 

        元朝汝阳王

        This is元朝汝阳王 the end of the Quarterly Strategic Marketing Process.元朝汝阳王 The data you inputted for each step along with any notes made have been compiled into a final report, accessible below.

        If you wish, you can create an automation process that will export your report from this checklist as a google document or PDF using Zapier.

        元朝汝阳王For instructions on how to create this automation visit our元朝汝阳王 元朝汝阳王hub page.元朝汝阳王

        Once you have created the Zap, whenever 元朝汝阳王you run this checklist an external report will be generated automatically with one click.元朝汝阳王

        元朝汝阳王Pro-Tip:元朝汝阳王 With Process Street there is the option to generate a report as a pdf or google document using Zapier. By setting up a 'Zap' you can export your report from this checklist.

        The following task enables you元朝汝阳王 to send the report for approval should you wish.元朝汝阳王

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