Plan of Action

[Introduction] [Partner Portal] [My Account] [Plan of Action]

Following is a sample partner marketing plan of action for the first three months of the year. This is similar to the basic plan of action you would submit as part of Gold or Platinum authorization.

Month Campaign Description January Lunch-n-Learn E-mail all existing clients. Theme of Online Databases. Provide lunch. Follow-up with business call for development assistance or software sales. February Direct Mail campaign Get mailing list for region from Chanimal. Determine theme and modify existing Chanimal postcard template. Mail to accounts. Follow up for appointments and potential close. March Event. Attend local trade show for Chanimal Regional event is in my town. Get supplies from Chanimal. Get co-op agreement to attend. Attend the event. Report leads and follow-up to close.