Sales + Marketing Plan

EDONE Solutions

Start from the goal. Work back to the customers.

Set a revenue or profit target, describe three offers and how your enquiries convert. The planner estimates how many customers and enquiries the goal needs, and what the marketing could cost.

The goal

Plan for (optional — client or business name)

Goal period

1 month 3 months 6 months 1 year

What are you aiming for?

Revenue Net profit

Net profit goal ₹ Fixed expenses for 3 months ₹ Rent, salaries, software, EMIs…

Your three offers

Mix = share of customers

Customer mix total 100%

Enquiries & marketing

Enquiry-to-customer closing rate % Estimated cost per enquiry ₹ Ad spend ÷ enquiries received

Deduct the marketing budget from profitTurn on if marketing is not already part of your fixed expenses. The planner then adds enough customers to cover it.