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        This section is important as it keeps track of who has updated or edited your marketing processes. It keeps a reference of who edited what and when they did so. 

        皇马淘汰Enter your details in the form fields below. 皇马淘汰

        Use the members drop-down to assign the Quarterly Strategic Marketing Process report for review to a team member of your team.

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        皇马淘汰Use the sub-checklist below to guide you in researching your competitive position within your market皇马淘汰.

        Remember, to record data for all the last 皇马淘汰3 months. 皇马淘汰

        • 1
          The size of the market
        • 2
          Document the size of your market
        • 3
          Identify your major competitors and how they’re positioned
        • 4
          Determine whether your market is in the introductory, growth, mature, or declining stage of its life
        • 5
          Understand the problems that your market faces
        • 6
          List your competitors
        • 7
          Your competitors and their progress
        • 8
          Identify areas where your competition is vulnerable
        • 9
          Your business's stage of growth
        • 10
          Customer demographics
        • 11
          SWOT analysis of any changes in the competitive landscape
        • 12
          Your value delivery

        Competitive positioning is about defining how you’ll differentiate your product. It’s about carving out a spot in the competitive landscape, putting your stake in the ground, and winning mindshare in the marketplace—being known for a certain “something.”

        皇马淘汰Link or upload the research document.皇马淘汰

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        Pricing is a complex subject, there are many long-term and short term factors to consider.

        Ideally, your prices should:

        1. Reflect the value that you provide versus your competitors.
        2. Consider what the market will truly pay for your offering.
        3. Enable you to reach your revenue and market share goals
        4. Maximize your profits (either short-term or long-term)

        皇马淘汰Use the form fields below to record details on whether your method for delivering value is operating efficiently. 皇马淘汰

        皇马淘汰Remember:皇马淘汰 If your method for delivering value is product leadership or customer intimacy, a low price could send the wrong message.

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        皇马淘汰Review your brand's voice and messaging. 皇马淘汰

        Consistent messaging is essential for communicating your ideas and values to your target market. Solid messaging and a clear voice allows you to effectively communicate what you stand for and the value that your offering provides.

        皇马淘汰Pro-Tip:皇马淘汰 Your messages should have a personality, a tone, a purpose, and should align with all elements of your branding. 

        Use the sub-checklist below to 皇马淘汰guide you in reviewing your brand's messaging and note any key takeaways 皇马淘汰in the form field. 

        • 1
          Do all team members understand and use the brand's voice?
        • 2
          Are your messages carefully crafted?
        • 3
          Is there any way you could strengthen your messaging?
        • 4
          Is all messaging well written and flawless?
        • 5
          Do you have contradictory messaging?
        • 6
          What is the customer sentiment regarding your slogan?
        • 7
          What is the customer sentiment regarding your brand's message?

        皇马淘汰

        皇马淘汰Use this section to review and optimize the performance of your website. 皇马淘汰

        Fill out the form fields below and select the appropriate options from the dropdowns.

        • 1
          Publicity
        • 2
          Social
        • 3
          Email
        • 4
          Webinars
        • 5
          Ongoing communications
        • 6
          No
        • 7
          Other

        皇马淘汰

        Most growing businesses will likely need a 皇马淘汰CRM (Customer Relationship Management) system. 

        皇马淘汰If you already have a CRM then follow the sub-checklist and create a report皇马淘汰 that covers the last 皇马淘汰3 months 皇马淘汰below. On completion, upload the report.

        If you皇马淘汰 do not have a皇马淘汰皇马淘汰 CRM皇马淘汰 system set-up then read this blog post by Process Street's CEO, Vinay Patankar. It will guide you in choosing the right tool for you and your business.

        • 1
          Contact & account information (contact names, emails, phone numbers, SIC code, address, etc.)
        • 2
          Lead information
        • 3
          Sales rep name and activity history (calls, emails sent, inquiries, etc.)
        • 4
          Purchase history
        • 5
          Customer service tickets
        • 6
          Sales pipeline information
        • 7
          Marketing marketing campaign data
        • 8
          Revenue tied to a certain marketing campaign
        • 9
          The number of leads you have at each step in your sales process
        • 10
          Track your progress against your goals
        • 11
          Capture leads from your website

        皇马淘汰

        Return on investment (ROI) is a measure of the profit earned from each investment. 

        Use the image below to help 皇马淘汰calculate your ROI for this quarter皇马淘汰 皇马淘汰and input it into the form field below. 皇马淘汰

        Quarterly Strategic Marketing Process: ROI calculation.

        皇马淘汰

        皇马淘汰Enter campaign details.皇马淘汰

        You don’t need to list every campaign—just outline your major promotional plans for the quarter. You’ll need to set your budget in the next task, so the more planning you do now, the better. 

        Use the form fields below to record all data concerning major campaign plans for the coming quarter. 

        皇马淘汰

        This is皇马淘汰 the end of the Quarterly Strategic Marketing Process.皇马淘汰 The data you inputted for each step along with any notes made have been compiled into a final report, accessible below.

        If you wish, you can create an automation process that will export your report from this checklist as a google document or PDF using Zapier.

        皇马淘汰For instructions on how to create this automation visit our皇马淘汰 皇马淘汰hub page.皇马淘汰

        Once you have created the Zap, whenever 皇马淘汰you run this checklist an external report will be generated automatically with one click.皇马淘汰

        皇马淘汰Pro-Tip:皇马淘汰 With Process Street there is the option to generate a report as a pdf or google document using Zapier. By setting up a 'Zap' you can export your report from this checklist.

        The following task enables you皇马淘汰 to send the report for approval should you wish.皇马淘汰

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