The document provides a framework for branding strategy called the Brand Wheel. It evaluates 6 key areas: clarity of business personality and purpose, strategic planning, external communications, internal systems, team alignment, and ideal clients. Each area has prompts to help rate performance on a scale of 1 to 5 and identify strengths and weaknesses to improve brand messaging and positioning.
11. MY1Ymarketing plan
Your TOP 3 marketing efforts to
generate new business, educate
and keep in touch, as well as
build relationships.
TOP 3 MARKeTING ACTIONS
TO GeNeRATe ACTION
NeW BuSINeSS #1
TO eDuCATe + ACTION
KeeP IN TOuCH #2
TO BuIlD STRONG ACTION
RelATIONSHIPS #3
ACTION FReQueNCY
MONTHS JAN FeB MAR APR MAY JuNe JulY AuG SePT OCT NOV DeC
ACTION
#1
ACTION
#2
ACTION
#3
VACATIONS