Page 254 - Schooley Mitchell Marketing Manual
P. 254
SCHOOLEY MITCHELL
MARKETING MANUAL
Steps & Commitments
Sales Activity Plan
Share This Plan With Someone Else - Make Yourself Accountable
Activity Examples
1 Develop contact list
2 Set targets/goals for contacts/briefings/clients etc. per week
3 Send My New Business Letters
4 Review scripts in Marketing Manual until comfortable
5 Call/visit Community Vendors of mine (business where I buy good or services) and set appointment - review
message in Manual
6 Call business contacts - set appointment - certain number per week
7 Additions to Pulse - explaining program as explained in Manual
8 Lunch meetings with Centers of Influence - Accountants/Lawyers/ Bankers etc.
9 Coffee meetings with other professionals - reviewing role play in Distance Learning first
10 LinkedIn Activity
11 Rank contact/prospect listing and develop strategies for a certain number of them
12 Complete Business Plan adding ideas from training
13 Mailing introductory letters
14 Mailing post cards
15 Show my business plan to 5 mentors and ask for advice
16 Cold Calling
17 Telemarketing
18 Visit BNI or similar networking groups
19 Join BNI or similar networking group
20 Attend BNI or similar networking groups after joining
21 Visit Chamber meeting(s)
22 JoinChamber
23 Attend Chamber meetings after joining
24 Prepare and record proper voicemail message
25 Target an Association (example)
26 Join an Association (example)
27 Take a client to lunch
28 Build a presentation binder
29 Set up a paid referral relationship - after reviewing approach in Marketing Manual
30 Take a paid referral source to lunch or coffee to build relationship
31 Ask a client for a specific referral - vendor, neighbor, customer
32 Set a target of one new client per week - no excuses
33 Complete the networking profile in the Marketing Manual
34 Discuss business with relatives and friends
35 Review 3 years and 50% objection in Marketing Manual
36 Request testimonial letters from client
37 Lunch with BNI or other networking club member
38 Get an I'm an Expert Article published
39 Target an Association/Chamber as a paid referral source
40 Do a client for free in a specific vertical I want to attack
41 Send handwritten note cards each week
42 Clip a newspaper article and send to networking buddies etc.
Manual Revised: April 3 2025 Confidential
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