Sales and Marketing Plan Considering each business targets listed, the specific sales, marketing and outreach activities that must be executed to achieve the monthly unit production goal are as depicted below; the frequency (daily, weekly, monthly etc.) for each activity has also been noted. 1. Target: Existing homeowners Activities:Frequency – daily/weekly/monthlyBuild better communication channels with the existing clients, for example contacting through technical platforms like the e-mails and your websites.1/monthIncent for referrals, for example, introducing a percentage commission for every successful referral1/weeklyEndow the client contact teams for better transactions and clientele serviceDailyLeverage on transaction processes, for example, use of online cash transactions and offer for security solutions especially privacy protectionweekly 2. Target: Realtors Activities: Frequency – daily/weekly/monthly
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Business Plan for a Mortgage Adivsor