7 Steps to a Complete Small Business Sales & Marketing Plan

Complete the form to access your guide
Loading spinner Loading spinner
7 Steps to a Complete Small Business Sales & Marketing Plan

Learn how to build a marketing plan for small business in this free ebook

In this ebook, you’ll learn tips on developing a well-thought-out marketing plan for small business, which will allow you to measurably grow your business through targeted communication and smarter lead management. A structured plan will set the foundation for:

  • Capturing, nurturing and converting leads
  • Increasing conversions with highly targeted communications
  • Saving time and money with marketing automation
  • Creating lifelong fans that advocate for your brand

A well-thought-out marketing plan is key

It’s a common challenge for many small business owners; they invest time and money on advertising to attract interest, but don’t have an overall marketing strategy in place for converting leads and retaining customers. Leads coming in to the website aren’t effectively captured. Warm and cool leads that may buy later are forgotten. And opportunities for repeat sales are missed.

With seemingly unlimited ideas and strategies out there, it can be difficult to distill them all down into one seamless marketing plan that will work for your business. In truth, the solution to your marketing woes is as simple as developing a clear approach based on lead and customer behaviors. Just as a business plan is essential for outlining the nature and scope of your business, a well-thought-out marketing plan will set the foundation for how you attract, capture and keep happy customers.

You may be tempted to just hope for the best with your current setup. But taking the easy road will lead to missed opportunities, wasted time and lost revenue. A good marketing plan takes time and effort to develop and implement—yet the rewards can be exponential.

Infusionsoft is now Keap. That’s weird to write, but it’s also exciting.

In 2001, trying to get Infusionsoft off the ground, there were many times when I wanted to quit. I’ll never forget my wife, after two years of struggling to survive, hugging me and saying, “Keep going.”

Over the last two years, we’ve talked with thousands of small business owners to get a deeper understanding of their unique challenges in today’s market. We learned that it’s harder than ever to succeed in small business. Customers expect more. On-demand is the rule. There’s no shortage of platforms on which to complain. A failed job or two can be damaging to your business.

Keap is our signal to the world—and to ourselves—that it’s time to make it easier to succeed. We’re on a mission to simplify growth for millions of small businesses. Our new name is a nod to the tenacity of the small business owner and encompasses everything we know to be true when it comes to success: keep going, keep serving, keep growing.

Along with a new name, we’ve expanded to two products. Keap, our newest product, is smart client management software that helps service businesses progress leads to satisfied clients. Infusionsoft by Keap is powerful CRM and sales and marketing automation software for advanced business needs.

Both are designed to make it easier than ever for more small businesses to get organized so they can deliver great service and close more business.

Clate Mask signature

To your success,
Clate Mask
CEO + Co-Founder