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, enquiries, meetings and people to contact 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%

Selling fewer than three things? Set the extra offers to 0% mix and leave their price blank.

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.

Lead generation funnel

Works back from qualified enquiries

How many people do you need to reach to get those enquiries? Use whichever outreach suits your business: calls, messages, emails, events, ads or walk-ins.

Contact-to-meeting rate % Meeting-to-qualified-enquiry rate %

Estimate

Units to sell · customers needed

Units to sell, by period · estimate

Qualified enquiries

Marketing budget

₹0

Lead generation funnel · estimate

Meetings or discussions

People to contact

Profit & loss · estimate

Average per sale · estimate

All figures, including the funnel, are estimates based on the inputs above. They are not guarantees of sales, revenue, profit or response rates.

Show simple calculation

Customers, enquiries, meetings and people to contact are rounded up to whole numbers, so the estimated result can land slightly above the goal.