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This sample marketing plan was created using Marketing Plan Promarketing planning software published by Palo Alto Software, Inc.
This plan may be edited using Marketing Plan Pro and is one of 70+
sample plans available from within the software.
To learn more about Marketing Plan Pro and other planning products for
small and medium sized businesses, visit us at www.paloalto.com.

This is a sample marketing plan and the names, locations and numbers may have been changed,
and substantial portions of the original plan text may have been omitted to preserve

confidentiality and proprietary information.


You are welcome to use this plan as a starting point to create your own, but you do not have
permission to resell, reproduce, publish, distribute or even copy this plan as it exists here.

Requests for reprints, academic use, and other dissemination of this sample plan should be
emailed to the marketing department of Palo Alto Software at marketing@paloalto.com. For
product information visit our Website: www.paloalto.com or call: 1-800-229-7526.

Copyright Palo Alto Software, Inc., 1995-2007.

All rights reserved.

Confidentiality Agreement

The undersigned reader acknowledges that the information provided by ________________ in this
marketing plan is confidential; therefore, reader agrees not disclose it without the express written
permission of ________________.
It is acknowledged by reader that information to be furnished in this marketing plan is in all respects
confidential in nature, other than information which is in the public domain through other means and
that any disclosure or use of same by reader, may cause serious harm or damage to
________________.
Upon request, this document is to be immediately returned to ________________.

____________________
Signature
_____________________
Name (typed or printed)
_______________
Date

This is a marketing plan. It does not imply an offering of securities.

Table of Contents
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2.
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Executive Summary . . . . . . . . . . . . . . . . . . . .
Situation Analysis . . . . . . . . . . . . . . . . . . . . .
2.1

2.2

Market Summary . . . . . . . . . . . . . . . .
Market
2.1.1
Demographics . . . . . .
Market
2.1.2
Needs . . . . . . . . . . . .
Market
2.1.3
Trends . . . . . . . . . . . .
Market Growth . . . . . . . . . . .
2.1.4
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SWOT Analysis . . . . . . . . . . . . . . . . . .
Strengths . . . . . . . . . . . . . . .
2.2.1
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2.2.2
Weaknesses . . . . . . . . . . . .
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Samp
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3
3
4
5
5
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Opportunities . . . . . . . . . . . .
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Threats . . . . . . . . . . . . . . . . .
2.2.4
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Competition . . . . . . . . . . . . . . . . . . . . .
2.3
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Service
2.4
Offering . . . . . . . . . . . . . . . . . . .
2.5
Keys to Success
Critical
2.6
Issues . . . . . . . . . . . . . . . . . . . .
Macroenvironment . . . . . . . . . . . . . . .
2.7
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Marketing
Strategy . . . . . . . . . . . . . . . . . . . . . .
Missio . . . . . . . . . . . . . . . . . . . . . . .
3.1
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Marketing
3.2
Objectives . . . . . . . . . . . . . . .
Financial
3.3
Objectives . . . . . . . . . . . . . . . .
2.2.3

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3.4
3.5
3.6
3.7

3.8

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Financials, Budgets, and Forecasts

Plan

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Break-even Analysis . . . . . . . . . . . . . .
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Sales
4.2
Forecast . . . . . . . . . . . . . . . . . . . .
Expense Forecast . . . . . . . . . . . . . . . .
4.3
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Linking Sales and Expenses to
4.4
Strategy . . . . . . . . . . .
Contribution Margin . . . . . . . . . . . . . . .
4.5
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Controls . . . . .
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Implementation Milestones . . . . . . . . .
5.1
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Organization . . . . . . . . . . .
5.2
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4.1

5.
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Target Marketing
Positioning . . . . . . . . . . . . . . . . . . . . .
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Strategy Pyramids . . . . . . . . . . . . . . . .
.
Marketing
Mix . . . . . . . . . . . . . . . . . . . .
Services and Service
3.7.1
Marketing . . . . . . . . . .
Pricing . . . . . . . . . . . . . . . . .
3.7.2
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Promotion . . . . . . . . . . . . . . .
3.7.3
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Service . . . . . . . . . . . . . . . . .
3.7.4
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Marketing
Research . . . . . . . . . . . . . . . .

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5.3
Appendix . .
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Contingency Planning . . . . . . . . . . . . .
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Market
ing
Copyright Palo Alto Software, Inc. 1995-2007 All rights reserved. Not for resale, reproduction, publication, or distribution. www.paloalto.com

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