surveyheart

  SurveyHeart is an online platform that offers users the opportunity to earn money or rewards by participating in surveys and completing various tasks. Here's a detailed overview of SurveyHeart, including its features, history, and how it operates:

Overview of SurveyHeart

SurveyHeart is a survey and task-based platform that allows users to earn rewards by sharing their opinions on different topics. It connects users with market research companies looking for consumer feedback.

Key Features

1. Surveys:

   • Participation: Users can complete surveys on a wide range of topics. These surveys are typically sponsored by companies seeking consumer opinions.
   • Earnings: Users earn points or cash for each survey completed, depending on the length and complexity of the survey.

2. Tasks:

   • Additional Tasks: Besides surveys, SurveyHeart may offer other tasks such as watching videos, testing products, or participating in promotional offers.
   • Rewards: Users can earn additional points or cash by completing these tasks.

3. Referral Program:

   • Invite Friends: SurveyHeart often has a referral program that allows users to earn rewards by inviting friends and family to join the platform.
   • Referral Bonuses: Users can receive a bonus or a percentage of their referrals' earnings.

4. Reward Redemption:

   • Options: Points earned from surveys and tasks can be redeemed for various rewards, such as gift cards, PayPal cash, or other incentives.
   • Minimum Threshold: Users usually need to reach a minimum threshold before they can redeem their rewards.

5. User Dashboard:

   • Tracking: The platform provides a user dashboard where users can track their earnings, available surveys, and completed tasks.
   • Profile Management: Users can manage their profiles and preferences to receive relevant survey invitations.

History and Development

1. Founding:

   • Establishment: SurveyHeart was launched to provide a platform for users to earn rewards by participating in market research.
   • Initial Offering: The platform started with a basic model focused on surveys and gradually expanded its range of tasks.

2. Growth and Features:

   • Expansion: As the platform grew, it expanded its offerings to include a wider variety of tasks and improved its user interface.
   • Technological Enhancements: SurveyHeart invested in technology to enhance survey matching, improve user experience, and ensure security.

3. User Base and Market Reach:

   • Global Reach: SurveyHeart aims to attract users from various regions, offering surveys and tasks relevant to different markets.
   • Partnerships: The platform collaborates with market research firms and companies looking for consumer feedback.

How It Works

1. Registration:

   • Sign-Up: Users need to create an account on SurveyHeart to start participating in surveys and tasks.
   • Profile Setup: Users complete their profile with demographic information to receive surveys relevant to their profile.

2. Survey Participation:

   • Survey Invitations: Users receive invitations to complete surveys based on their profile and preferences.
   • Completion: Surveys are completed online, and users earn points or cash upon submission.

3. Earnings and Redemption:

   • Accumulation: Points or cash are accumulated in the user's account as they complete surveys and tasks.
   • Redemption: Once the minimum threshold is reached, users can redeem their rewards through the platform’s available options.

Revenue Model

• Survey Sponsorship: SurveyHeart earns revenue by partnering with companies and market research firms that sponsor surveys and tasks.
• Advertising: The platform may also generate revenue through advertising and promotional offers featured on the site.

Current Status and Future Plans

1. Innovation:

   • Feature Development: SurveyHeart may continue to develop new features and improve the platform based on user feedback and market trends.
   • Expanding Offerings: The platform might explore additional ways to engage users and offer more diverse tasks.

2. User Engagement:

   • Feedback: SurveyHeart focuses on user satisfaction by providing a variety of tasks and maintaining a user-friendly interface.
   • Support: Offers customer support to assist users with any issues or questions they may have.

Conclusion

SurveyHeart provides a platform for users to earn rewards by participating in surveys and completing various online tasks. It offers a straightforward way for users to engage with market research and earn compensation for their time. For the latest updates, features, and opportunities on SurveyHeart, visiting their official website or checking their user support resources would be beneficial.

Yougov

  YouGov is a global public opinion and data analytics company known for its market research and polling services. It provides insights into public opinions, trends, and behaviors through surveys and data collection.

Overview of YouGov

YouGov specializes in gathering and analyzing data on a wide range of topics, including politics, consumer preferences, brand perceptions, and social trends. The company operates in multiple countries and serves a diverse set of clients, including businesses, governments, and media organizations.

Key Features and Services

1. Online Surveys and Polls:

   • Data Collection: YouGov conducts surveys and polls on various topics to gather public opinions and preferences. These surveys are typically conducted online through a panel of respondents.
   • Polling Topics: Topics covered include politics, social issues, consumer behavior, and brand health.

2. Market Research:

   • Consumer Insights: Provides insights into consumer behavior, preferences, and trends to help businesses understand their target markets.
   • Brand Tracking: Tracks brand performance and consumer sentiment over time.

3. Custom Research:

   • Tailored Surveys: Offers bespoke research services for clients needing specific data or insights tailored to their needs.
   • Consulting Services: Provides strategic advice based on research findings to support decision-making.

4. YouGov Profiles:

   • Audience Segmentation: Provides detailed profiles of different demographic and psychographic segments, helping clients to better understand and target their audiences.

5. YouGov Galaxy:

   • Global Data: Offers access to a broad range of data collected from its global panel, allowing for cross-country comparisons and insights.

6. YouGov Reports and Publications:

   • Research Reports: Publishes reports and analyses on various topics, providing valuable insights into public opinion and market trends.
   • Media Coverage: Shares findings with the media and public through press releases and news articles.

History and Development

1. Founding and Early Years:

   • Year: YouGov was founded in 2000.
   • Founders: The company was established by Stephan Shakespeare and Nadhim Zahawi in the UK.
   • Initial Concept: The initial focus was on using online surveys to track public opinion and provide data for market research.

2. Expansion and Growth:

   • International Presence: YouGov expanded its operations beyond the UK to the US, Europe, Asia, and other regions, establishing a global presence.
   • Acquisitions: Acquired several companies to enhance its research capabilities and geographic reach, including the purchase of PollingPoint and other market research firms.

3. Technological Advancements:

   • Digital Platforms: Invested in technology to improve survey methodology, data analysis, and reporting.
   • Panel Management: Developed robust systems for managing and engaging its panel of respondents.

4. Publications and Media Presence:

   • Influence: YouGov’s surveys and polls are frequently cited in the media and used by policymakers, businesses, and researchers.
   • Transparency: Known for publishing detailed methodology and providing transparent data on survey results.

Revenue Model

• Research Services: Generates revenue primarily through providing research and consulting services to businesses, governments, and media organizations.
• Subscription and Licensing: Offers subscription-based access to its data and analytics platforms.

Current Status and Future Plans

1. Innovation:

   • Enhanced Analytics: Continues to innovate in data collection and analysis, leveraging new technologies and methodologies.
   • Expansion: May further expand its global footprint and enhance its service offerings to meet evolving market needs.

2. Focus Areas:

   • Consumer Trends: Focuses on emerging consumer trends and market dynamics.
   • Public Opinion: Continues to provide insights into political and social issues.

Conclusion

YouGov is a leading player in the market research and public opinion sector, offering valuable insights through its extensive panel and advanced analytics. Its global reach and comprehensive data collection capabilities make it a key resource for understanding public attitudes, market trends, and consumer behavior. For the latest updates on YouGov’s research, reports, and services, visiting their official website or reviewing recent publications is recommended.

Acorns

 Acorns is a financial technology company that provides a micro-investing platform designed to help users invest their spare change and grow their savings over time. Here’s a detailed overview of Acorns, including its history, features, and development:

History and Background

1. Founding and Early Years

   • Founders: Acorns was founded in 2012 by Jeff Cruttenden and Walter Cruttenden.
   • Initial Concept: The platform was created with the idea of making investing accessible to everyone, particularly by simplifying the process and allowing users to invest small amounts of money. The concept of rounding up daily purchases and investing the spare change was a core part of its early model.

2. Product Launch and Early Success

   • Launch Year: Acorns launched its app in 2014.
   • Early Adoption: The platform quickly gained traction due to its user-friendly approach and innovative concept of micro-investing. Users could link their bank accounts and credit cards, and Acorns would automatically round up their purchases to the nearest dollar, investing the spare change.

3. Growth and Expansion

   • User Growth: As Acorns grew in popularity, it attracted a large user base, particularly among millennials and those new to investing.
   • Additional Features: Over time, Acorns expanded its offerings to include features like recurring investments, retirement accounts (Acorns Later), and a checking account with a debit card (Acorns Spend).

4. Technological and Operational Enhancements

   • Investment Strategies: Acorns uses a diversified portfolio of exchange-traded funds (ETFs) to invest users’ funds. The platform offers several portfolio options based on risk tolerance and investment goals.
   • Acquisitions: To enhance its services and capabilities, Acorns has made strategic acquisitions. For example, in 2020, Acorns acquired the fintech company “Vault,” which focused on savings and financial planning.

5. Financial and Regulatory Aspects

   • Revenue Model: Acorns generates revenue through subscription fees, which are typically charged on a monthly basis. There are different tiers of service, including basic accounts and premium features.
   • Regulatory Compliance: Acorns operates in compliance with financial regulations, including those related to investment advisory services and data protection.

6. Community and Education

   • Financial Literacy: Acorns emphasizes financial education through its platform and blog. It provides users with resources and tools to help them understand investing and personal finance better.
   • Acorns Grow: The platform features educational content and tools designed to help users improve their financial literacy and make informed decisions.

7. Recent Developments and Future Plans

   • Continued Innovation: Acorns continues to innovate and expand its services. Recent developments include enhancements to its app, new features, and potential further integrations with other financial services.
   • Future Goals: Acorns aims to broaden its user base, enhance its investment offerings, and continue making financial planning accessible and manageable for a wide audience.

Key Features of Acorns

1. Round-Ups: Automatically invest spare change from everyday purchases by rounding up transactions to the nearest dollar.
2. Recurring Investments: Set up regular contributions to your investment account, such as weekly or monthly deposits.
3. Retirement Accounts: Offers Acorns Later, a retirement savings account that provides options for traditional, Roth, or SEP IRAs.
4. Checking Account: Acorns Spend includes a checking account with a debit card that integrates with the investment platform.
5. Financial Education: Provides educational resources and tools through Acorns Grow to help users learn about investing and personal finance.

Conclusion

Acorns has established itself as a significant player in the micro-investing space, offering an innovative approach to saving and investing that appeals to a broad audience. Its user-friendly platform, combined with its focus on financial education and accessible investing, has made it a popular choice for individuals looking to start investing with minimal effort. For the latest updates and developments, visiting Acorns’ official website or checking their blog is recommended.

Freecash

  If you're looking for a detailed history of the Freecash platform, here’s a comprehensive look into its development, features, and evolution:

Overview of Freecash

Freecash is a platform that allows users to earn money by completing various online tasks such as surveys, watching videos, and testing apps. It provides a way for users to make money online by engaging in activities sponsored by companies and advertisers.

Detailed History and Development

1. Foundation and Launch

   • Year of Establishment: Freecash was launched in 2019.
   • Initial Concept: The platform was created to offer a simple way for users to earn small amounts of money or rewards by participating in online activities. It aimed to make the process straightforward and accessible.

2. Early Features

   • Basic Offerings: Initially, Freecash allowed users to complete surveys and watch videos to earn points, which could be redeemed for cash or gift cards.
   • User Experience: Early versions focused on a user-friendly interface to attract and retain users. It featured a straightforward dashboard where users could track their earnings and available tasks.

3. Growth and Expansion

   • Expanding Task Options: Over time, Freecash diversified its offerings. It began incorporating a wider range of tasks such as app testing, signing up for trials, and engaging with promotional content.
   • Global Reach: The platform expanded its reach to multiple countries, accommodating users from various regions and languages. This expansion helped to increase its user base and task availability.

4. Technological and Operational Enhancements

   • Platform Upgrades: Freecash invested in technology to improve the platform’s functionality. This included better algorithms for matching users with relevant tasks, enhanced security features to protect user data, and faster processing of transactions.
   • Mobile Compatibility: Recognizing the importance of mobile access, Freecash optimized its platform for mobile devices, allowing users to earn money on the go.

5. Monetization and Revenue Model

   • Revenue Streams: Freecash primarily earns revenue by partnering with companies and advertisers who pay the platform to reach users. This can include fees for survey participation, ad views, and app installs.
   • User Rewards: The platform shares a portion of this revenue with users in the form of points, which can be redeemed for cash or gift cards.

6. Regulatory and Compliance Measures

   • Data Protection: As the platform handles personal data, Freecash has implemented measures to comply with data protection regulations such as GDPR in Europe and CCPA in California.
   • Payment Processing: Ensuring secure and reliable payment processing is a key focus. Freecash uses established payment processors to handle transactions and reward redemptions.

7. Community Engagement and Feedback

   • User Feedback: Freecash actively solicits feedback from its users to improve the platform. This includes suggestions for new features, bug reports, and overall user experience improvements.
   • Support: The platform provides customer support to address issues and assist users with their accounts.

8. Current Status and Future Plans

   • Ongoing Developments: Freecash continues to innovate by introducing new types of tasks, enhancing user experience, and exploring additional revenue opportunities.
   • Future Goals: Future plans likely include expanding the range of tasks, further improving platform technology, and increasing partnerships with advertisers.

Key Takeaways

• User-Centric Approach: Freecash focuses on providing a user-friendly experience and diverse earning opportunities.
• Growth and Adaptation: The platform has evolved significantly since its launch, incorporating user feedback and technological advancements.
• Regulatory Compliance: Ensuring data security and compliance with regulations is a critical aspect of its operation.

For the most up-to-date and specific information about Freecash, including any recent changes or developments, checking their official website or contacting their support team would be the best approach.

Business Plan

* What is a Business Plan?
o Why prepare a business plan?
o What to avoid in your business plan

* Business Plan Format
o Vision statement
o The people
o Business profile
o Economic assessment

* Six Steps to a Great Business Plan
o Basic business concept
o Feasibility and specifics
o Focus and refine concept
o Outline the specifics of your business
o Put your plan into a compelling form
o Review sample plans

* Does Your Plan Include the Following Necessary Factors
o A sound business concept
o Understanding your market
o Healthy, growing and stable industry
o Capable management
o Able financial control
o Consistent business focus
o Mindset to anticipate change
o Plans for online business

* Formulate (and Reformulate) Your Business Plan

* Top Ten Do's and Don'ts

* Sound Byte Transcriptions

* Sample Business Plans

* Session 1 and 2 Business Plans

* Session Feedback
What Is A Business Plan?



Read Transcript The primary value of your business plan will be to create a written outline that evaluates all aspects of the economic viability of your business venture including a description and analysis of your business prospects.

Since the My Own Business, Inc. course is broken down into sixteen of the most important topics to consider in starting or operating a business, your business plan can easily be organized into this same format. Included in this session, and in each of the following sessions, there is one-page business plan template, which you can fill in and print. (Session 2 contains templates for both Sessions 1 and 2.) When you put these all together, you will have completed your personalized, overall plan.

We suggest that you fill in each section of the business plan, found at the end of each session, as you proceed through the course.

Each of the sixteen Business Plan Sections can be downloaded from our Web site and provide you with a single, attractively presented document. To begin, let's take a preview look at each of the 16 Business Plan Sections:

Click to view each of the 16 business plan sections

Keep in mind that creating a business plan is an essential step for any prudent entrepreneur to take, regardless of the size of the business. This step is too often skipped, but we have made it easy for you by providing this ready format to build your plan as you progress through this course.

Business plans can vary enormously. Libraries and bookstores have books devoted to business plan formats. This course is a starting point. You can then go on to design one that would be ideal for your particular enterprise.

Be aware now that most start-up entrepreneurs are reluctant to write down their business plan. It is, therefore, strongly recommended that you complete each segment of the plan as you progress through this course. We make it easy for you by providing sample plans for both product and service businesses and also an attractive blank form that you can download onto MS Word and customize yourself.

Your business plan will become your roadmap to chart the course of your business. But at the outset you cannot predict all of changing conditions that will surface. So after you have opened for business, it is important that you periodically review and update you plan.

Home Based Business

 

Online Consulting :

Starting an online consulting business can be a rewarding venture if you have expertise in a specific industry or field. Here's a guide to help you get started:

1. Identify Your Niche: Determine the area in which you have expertise and can offer valuable advice to clients. This could be business consulting, marketing, finance, HR, technology, health and wellness, career coaching, or any other specialized field.

2. Define Your Services: Clearly outline the consulting services you'll offer, including the scope of work, deliverables, and pricing structure. Consider whether you'll offer one-on-one coaching, group workshops, online courses, or a combination of services.

3. Build Your Brand: Develop a strong brand identity that reflects your expertise and resonates with your target audience. This includes creating a professional website, logo, and marketing materials that showcase your skills and credibility.

4. Create a Marketing Strategy: Identify your target market and develop a marketing strategy to reach potential clients. This could include content marketing (blogging, guest posting, video content), social media marketing, email marketing, networking, and partnerships with other businesses or professionals.

5. Set Up Your Online Presence: Establish an online presence through a professional website and active presence on relevant social media platforms. Use your website to showcase your expertise, share client testimonials, and provide valuable resources to attract potential clients.

6. Develop Client Relationships: Build trust and credibility with potential clients by offering free resources, hosting webinars or workshops, and engaging with your audience on social media. Provide valuable insights and demonstrate your expertise to establish yourself as a thought leader in your field.

7. Offer Exceptional Service: Deliver high-quality consulting services to your clients, meeting their needs and exceeding their expectations. Provide personalized advice, actionable recommendations, and ongoing support to help clients achieve their goals.

8. Seek Feedback and Referrals: Encourage clients to provide feedback on your services and use their testimonials to attract new clients. Build relationships with satisfied clients and ask for referrals to expand your client base.

9. Stay Updated: Stay informed about industry trends, best practices, and emerging technologies relevant to your field. Continuously invest in your professional development to maintain your expertise and stay ahead of the competition.

10. Manage Your Finances: Keep track of your income and expenses, set aside funds for taxes, and ensure you have a reliable invoicing and payment system in place. Consider consulting with a financial advisor or accountant to manage your finances effectively.

Online Jobs

 

ONLINE JOB THEORY:

Hundreds of advertising websites are ready to pay you for your online work. Advertisers display their product in the advertising companies’ websites and you will be paid for viewing on these online displays. And some times you need to share your opinion about their products honestly.

ONLINE JOB:

All work assigned, registered members has to be carried out online. It is advisable to have your own personal Computers at home/access to any computers / Cyber Cafe but it has to be with Internet connection. Those who do not have Personal computer at home may work from any Internet cafe.

JOB DESCRIPTION:

Registered members will be required to do online work on our company behalf. All individuals have to keep track of the number of posting, sites etc as per the assignment and the details of the entry has to be maintained. Executives must work themselves. They cannot employ/ hire individuals to work on their behalf. All new members must go through the rules and regulations of the company. Some of the hints are given in this website in brief.

Pay Per Search

Until now, planning a pay-per-search campaign has been a fairly straightforward

process: You compile your list of keywords, then match them with the

appropriate search term descriptions and URLs, submit them to the site,

and boost or lower your bids as you see fit.

First Google introduced its new program, which includes the standard

pay-per-search features in addition to several auxiliary offerings; then

Overture modified its policy to include new regulations that have left

many advertisers bewildered. For those of you who find yourselves

in such a state, here's a summary of what's changed -- and

a few tips on how to comply without compromising your client's

campaigns.

Online Business Tips

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Accounting Firm

Accounting Firm Marketing Plan

Franklin & Moore LLC

Executive Summary

Franklin & Moore LLC is an accounting firm offering traditional accounting services and business consulting. The firm's reputation is impeccable and is known throughout the San Clemente, California area as one of the top three accounting firms. Franklin & Moore LLC serves the accounting and financial needs of businesses and individuals to enable them to realize their financial goals.

Our target markets include the following.

* Businesses of more that 50 employees and/or $5 million in annual sales, particularly those in the medical/health, dental and lodging industries.
* Growth oriented businesses that will benefit from our areas of pension and retirement planning specialization.
* Individuals with a net worth of greater than $1.2 million.

Diversifying our revenue streams and leveraging our core strengths will optimize our position for the future. We will also implement marketing tactics to better leverage the firm's total capacity throughout the year, versus a heavy concentration.

Window Cleaning

Window Cleaning Marketing Plan

Window Cleaning
by Duct Tape Marketing Coach

Marketing Vision

Business Goals

* Increase revenue by 50%
* Hire admin staff
* Launch franchise program

Purpose - We want to be known as the company that takes the work out of and puts the fun and passion into a chore most everyone hates.

Visual - We have 10 trucks out in the neighborhoods working at full capacity and our 10th franchisee just signed up. Our window cleaning products can be found online and in every grocery and hardware chain in America.
Gap Dashboard
Year 1 Year 2 Year 3
Business
Revenue Increase $1,230,390 $1,312,000 $1,353,000
Cleaning Crew Truck Purchases 2 2 3

Tactical
New Admin Staff hours/week 215 2,000 2,400

Strategic
Franchises Launched 0 0 1

Real Estate Business

Real Estate Marketing Plan

Titicus Realtors

Marketing Vision

Titicus Realtors seeks to make first-time home buyers comfortable, happy, and worry-free both during the home buying process and even after their closings. By doing this, Titicus hopes to build a reputation as THE real estate agent in southern Connecticut for first-time home buyers, effectively eliminating competition within their market.

This marketing plan details the current and new marketing programs and practices of Titicus Realtors which will lead to establishing and consolidating this reputation.
Goals

Titicus Realtors will pursue the following specific goals:

Personal Goals for Earl Estates, owner of Titicus Realtors:

* Hire an additional agent before workload cuts into time necessary for marketing and company direction
* 20 invitations to area speaking engagements in 2012

Business Goals:

* Exceed $1 million in revenue in 2010, $1.3 million in 2011, $1.7 million in 2012
* Exceed 900 leads in 2012

Strategic Goals

* Be ranked in the top 5 real estate agencies for first-time home buyers in Fairfield County by Fairfield Homes Magazine
* Achieve 100% customer satisfaction

Tactical Goals

* Customer testimonials of at least three sentences written by 75% of successful home buyers
* Increase number of agents employed by Titicus Realtors to four by the end of 2012

Purpose

Titicus Realtors seeks to make the process of buying a first home a relief for clients, offering them such great service that all of their fears associated with the process will disappear. Through this, Titicus Realtors hopes to make home ownership, and the financial, emotional, and psychological value that comes with it, happen for as many people as possible. Ideally, the ideas and process of how customers are treated at Titicus will be shared with similarly-minded real estate agents in other towns and states so that the reach of the company's impact goes well beyond its locale.
Picture

A couple signing up with Titicus Realtors will find themselves surprised from their first interaction about the level of care and thoroughness. Through simple language and some probing questions, the real estate agent will unearth the couple's desires for their home as well as their fears. The Titicus agent seems to have seen it all before, yet does not come off as cocky or dismissive of these fears - such as the couple's fear of being taken advantage of, of buying more home than they can afford, of learning about issues with the home only after the closing, or of spending more than they should. On the contrary, the Titicus agent will provide information and assistance that shows the couple from the start that there is no need to be exceedingly anxious through this process. That anxiety will slip away as the couple's trust for their agent builds and it will be replaced by a feeling of excitement and adventure as the couple starts to see each home as a possibility.
Gap Dashboard

The Gap Dashboard represents the quantification of the key personal, business, strategic and tactical goals for Titicus Realtors. The results in all of these areas will be tabulated once a month based on the accumulation of the week's key marketing metrics as well as other items which are not tracked by the company's systems (such as the personal goals). Furthermore, rating by Fairfield Homes occurs on an annual basis only and will be entered when the ratings are released. Earl Estates is responsible for accumulating the data to check against the goals each month. He will note gaps and decide whether original goals were too lofty or whether the shortfalls were within the control of Titicus Realtors.
Gap Dashboard
Year 1 Year 2 Year 3
Personal
Invitations to speaking engagements 8 14 20
Other 0 0 0

Business
Revenue $1,039,500 $1,307,700 $1,727,820
Leads 692 830 996

Tactical
% of customer writing testimonials 60% 70% 75%
Number of agents 2 3 4

Strategic
Rating by Fairfield Homes for first-time home buyers 8 6 4
Customer satisfaction rate 90% 98% 100%

Portrait Photographer

Portrait Photographer Marketing Plan

Ofeeld Photography

Marketing Vision

Ofeeld Photography was created to allow people to receive a one-of-a-kind, natural photo shoot - of people and of pets. Ofeeld Photography would like to be the sole on-location pet photography business in the Ohmtown area, offering a one-of-a-kind experience.

This marketing plan is designed to allow Ofeeld Photography to focus on getting our name and professional services out into the photography world. Ofeeld Photography would like to be known for the custom and professional work that is produced. Because of the unique experience of a natural setting, Ofeeld Photography is truly unique. Understanding the costs related to marketing and focusing on the avenues that produces the most return is vital to the success of Ofeeld Photography. We would also like to focus on a way to monetize prints that have been taken of nature and other subjects during the photographer's "free time."
1.1 Goals

Personal Goals

* Enter photos into photography contests
* Send photos to national magazines
* Enter photos for state fair

Business Goals

* Increase traffic to website by 2% each month
* Establish a customer base for photo shoots

Strategic Goals

* Establish a relationship with at least one pet store
* Establish a relationship with a printing company for calendars

Tactical Goals

* Devote 10 hours each week to "freelance" photography
* Create a new website for information and to serve as a portfolio

1.2 Purpose

Ofeeld Photography exists to be able to give our customers realistic and natural photographs to commemorate a time in their lives.
1.3 Picture

A potential client has already seen the work produced by D'Epth Ofeeld, professional photographer. The customer is exited to see the lasting photos that he can create for her and her family. At every communication, the customer will feel that they are taken care of and listened to in every aspect of the photo shoot. The customer will have a positive interaction with the website and picking and purchasing the photos to buy. The client's experience will be so different from any other picture taking event that she will rave to all of her friends and hand out referral cards - and those friends will use them!
1.4 Gap Dashboard

For strategic purposes, once a relationship with a printing company has been establish, Ofeeld Photography will no longer be actively looking. A long-term relationship with vendors is important, which is why there are no numbers in year 2 or 3 for talking to printing companies - we will have already found a printing company by the end of year 1. This doesn't mean Ofeeld Photography won't keep its "ears open" for potential better printing companies.

The website traffic is earmarked to grow by 2% each month, starting at 0 because there is currently no traffic to the site. We envision this to be a much larger growth, but hope for at least 2%.

By submitting photos to national magazines and entering them in contests, Ofeeld Photography will become recognized and can use that recognition in our marketing material to validate the business and professional quality we aim for with each picture.
Gap Dashboard
Year 1 Year 2 Year 3
Personal Goals
Photo Contest - number entered 2 5 7
Photos to Magazines - number of magazines 4 6 7

Business Goals
Visits to site 122 201 205
Number of photo shoots per month 13 12 14

Tactical Goals
Freelance work - hours per month 480 480 480

Strategic Goals
Number of pet stores contacted 5 2 2
Number of printing companies contacted per month 6 0

Personal Organization

Personal Organization Consultant Marketing Plan

Declutter Coaches

Marketing Vision

We're here to help people take back their lives, time, energy and homes from the clutter that has been keeping them down. We love what we do, we're good at it, and our customers are happy.

Our marketing plan is designed to take our business to the next level, by getting every single coach involved in generating and converting leads, understanding the numbers behind our success, and implementing a new referral mechanism that will boost our revenue.
1.1 Goals

Personal Goals:

* Finish my book and get it back to publishers by March
* Be more efficient: home by 6:15pm for dinner with the kids
* More facility with social media tools

Business Goals:

* Increase sales to $3.5 million by year's end
* Increase repeat customers 30%

Strategic Goals:

* Establishing a reputation as one of the top ten experts in the industry
* Eliminating dissatisfaction among customers

Tactical Goals:

* Promote J. to head of print marketing
* Devote 1 to 1.5 hours each day for personal interaction with customers
* Cross-promotions of the book with key expert partners


1.2 Purpose

Ultimately, our business exists to help people get a sense of control over their daily life. In the process of organizing and eliminating clutter, we help them sort out their real priorities and let go of things and feelings which have been holding them back in their lives.
1.3 Picture

When a potential client makes an appointment, she has already heard glowing reviews of our services from friends or colleagues, and is eager to see why they were so positive. At our first meeting in her home, she meets a friendly, sympathetic, and practical de-clutter coach who respects her attachments to her stuff, and guides her through the process of stepping back and seeing it objectively.

Throughout the consulting process, the client can call her coach whenever she gets "stuck," and daily email suggestions keep her moving through the process. As she rids her home of unnecessary items, she starts feeling more free, more relaxed, more self-confident. The final reward for completing her de-cluttering is a catered party at her newly clean and comfortable home for 10-15 friends, where she can enjoy the fruits of her hard work, and introduce her friends to the coaches who helped her get here.
1.4 Gap Dashboard

Weekly measurements of key metrics will be averaged for each month and entered in the Gap Dashboard. The tactical and personal goals are easily measured, but the numbers for our strategic and business goals bear watching. We've linked the revenue goals to our Sales Forecast Plan and Actual tables, where we can track gaps in individual service purchases more closely.

We assume that if key marketing metrics match projections, so will our revenue and larger strategic goals. Monthly review meetings with all marketing and sales personnel will help us figure out which parts of the marketing strategy are working best, and how to correct any hitches in the process.

Online Insurance

Personal Insurance Agent Marketing Plan

Plynthe Insurance

Marketing Vision

Plynthe Insurance is a new business selling personal insurance to residents of Peristyle Gardens. However, it intends to execute its marketing in a systematic way to be sure that clients get a consistent, high quality experience and that they understand the expertise and knowledge within the business.

This marketing plan details how the business will focus and launch its marketing operations, track key numbers, generate and convert leads, and serve customers so that they renew AND refer additional customers.
Goals

Personal Goals for owner Kolem Plynthe:

* Spend one hour on marketing work (8 am - 9 am) daily, as a minimum
* Learn how to use blogs, create newsletters, plan seminars so that they are simple to recreate going forward

Business Goals:

* Create a system of sales which is scalable (so associates can be brought on)
* Achieve sales of over $300,000 in year 3.
* Reduce cost of sales over time

Strategic Goals:

* Create reputation for Plynthe Insurance as independent, individualized and high service
* Achieve 90% renewal rate from year to year

Tactical Goals:

* Total leads generated increase steadily
* Generate leads from referrals

Purpose

Plynthe Insurance exists to let residents of Peristyle Gardens finally feel the comfort and assurance of knowing that their family and property are secured by the proper type of insurance and that they can trust in the agent representing them.
Picture

The new customers are turning 30, expecting a first child, and moving to Peristyle Gardens. They think of insurance at first as a necessary evil, but are somewhat fearful of the process of comparing policies, looking for the best price, and making sure they are comparing apples to apples with their coverage.

When they come to Plynthe Insurance they immediately learn the basics of insurance in a personalized way, by hearing options for their specific situation. The clients are walked through a painless process of signing on and feel they can trust Plynthe Insurance because of its independence and the time agents are willing to spend to truly understand their needs. They are delighted when Plynthe Insurance sends a gift certificate upon the birth of their child and when they close on their home and move in. They come to think of their insurance agent as a partner in their safety and security and gladly share this information with their new friends and colleagues in Peristyle Gardens.
Gap Dashboard

The Gap Dashboard provides key metrics at a quick glance for Kolem Plynthe's management purposes. Each goal is translated into trackable numbers which are updated each week from the accounting or CRM systems. When significant gaps exist between the plan and actual results, these will be discussed at the weekly marketing meeting and a plan to rectify made.

Renewal rate will not be applicable in the first year as annual renewals will not begin until the second year of operation.
Gap Dashboard
Year 1 Year 2 Year 3
Personal
Hours spent on marketing 280 240 240
Hours required for educational materials (blog, newsletter, seminar, booklet) 170 120 120

Business
Sales $151,300 $214,825 $305,725
Cost of Sales $24,208 $32,224 $45,859

Tactical
Leads from marketing 3,232 1,589 2,270
Leads from referrals 463 695 1,042

Strategic
PR Mentions 17 20 25
Renewal Rate 0% 85% 90%

Business Operations Consultant

Business Operations Consultant Marketing Plan

Marketing Vision

Our expertise has become well known in a very quiet manner. People are very aware of what we do and our referral partners continue to create our opportunities. We intend to become more active in other areas through trade association speaking and Internet content marketing.

This should lead us into doing more assessments in the early stages of a business crisis. Accountants seldom share these clients with us but, through educational marketing material, we feel that our growth will be very much determined by the relationships we build in this area.


1.1 Gap Dashboard

Our metrics consist of building relationships. Our ultimate goal is to do assessments earlier in the process of a downturn. Our referral partners and end-customers must be educated about the early signs of trouble and what an operation assessment can do for them. Accountants must not feel that they are giving up any part of their income or customer dependency by including us in this process.
Gap Dashboard
Year 1 Year 2 Year 3
Business Goals
Whitepapers 12 12 12
Lunches with Referral Partners 58 60 60

Tactical
Speaking engagements 7 8 10
Blog postings per month 222 275 325

Strategic
Web traffic per month 8,025 10,000 15,000

Marketing Plan

Accounting and Book keeping Services Marketing Plan

Sorcerer's Accountant
Marketing Vision
Sorcerer's Accountant will fit the needs of transitional small businesses, dealing with the growing pains of leaving an owner-operator model to hiring employees and expanding. These clients will see that Sorcerer's Accountant is competitively priced, both compared with the market and with the substitute option of hiring their own bookkeepers. Clients will see that Sorcerer's Accountant is extremely flexible and scalable in a way that in-house bookkeepers cannot be.

To move forward with this new business line, Sorcerer's Accountant will make the bookkeeping services the core of its business and a source of leads for its additional accounting services, rather than the other way around. Over time, as this transition happens, the marketing plan will be revisited to see how these clients can be better used as a source for referrals and more business.
Goals

Sorcerer's Accountant's goals include Personal, Marketing, Business, and Client Satisfaction goals.

They are:

1. Personal - To reduce the time spent on the business by Max Greenwood to a more sustainable level over a few years and to achieve professional recognition
2. Marketing - Generation of large numbers of leads and press mentions
3. Business - Expand sales significantly over the next three years
4. Client Satisfaction - To achieve a high level of very satisfied clients

Purpose

Sorcerer's Accountant seeks to provide a full suite of tax and management accounting services for small businesses in Chicago, Illinois, allowing business owners to not only save money over in-house accounting and ensure their compliance with tax laws, but to make valuable management decisions from their numbers.
Picture

When clients come to Sorcerer's Accountant, the frustration of dealing with in-house bookkeepers and low-quality providers will recede. Clients will be given the time to have all of their questions answered and valuable accounting and systems advice will be given even in the initial meetings. The client will quickly understand that Sorcerer's Accountant will scale their services to meet the client's needs and can add to those services as the client's needs change. They will understand that they are not entering into an onerous contract and that the cost of getting started is low.

The client will be delighted the first time they receive a thank you card and small gift when they've made their budgeted numbers for the quarter. At this point it will truly sink in that Sorcerer's Accountant has their bookkeeping and accounting needs covered and that they can put away any worry that this area will be a weak link in their business.
Gap Dashboard

Weekly measurements of key metrics will be averaged for each month and entered in the Gap Dashboard. Personal goals will be tracked by Max Greenwood directly to make sure he is moving towards both professional recognition and a sustainable work/life balance. Marketing goals will be tracked by the CRM system and business goals will be tracked by QuickBooks. Client satisfaction numbers will be derived from the survey provider's database.

Whether numbers are met or not, the news will be shared on a monthly basis with the entire staff, with congratulations and discussion as to what is going right as well as a look at what is going wrong and how it can be rectified. These reports will be shared in full with the bookkeeping program manager and partially with the bookkeepers.
Gap Dashboard
Year 1 Year 2 Year 3
Personal
Invitations for speaking engagements 35 72 79
Hours spent on business by Greenwood 2,876 2,700 2,500

Marketing
New leads generated 6,367 7,004 7,704
Press mentions 26 30 35

Business
Sales $218,100 $295,950 $420,350
Net Profit $10,893 $42,591 $64,416

Client Satisfaction
Surveys completed 642 770 924
"Very satisfied" responses 465 577 693
"Unsatisfied" responses 42 38 46