{"id":24251,"date":"2020-08-21T14:56:14","date_gmt":"2020-08-21T14:56:14","guid":{"rendered":"https:\/\/www.process.st\/templates\/quarterly-strategic-marketing-process\/"},"modified":"2024-03-26T10:55:03","modified_gmt":"2024-03-26T10:55:03","slug":"quarterly-strategic-marketing-process","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/quarterly-strategic-marketing-process\/","title":{"rendered":"Quarterly Strategic Marketing Process"},"content":{"rendered":"\n<section id=\"introduction-to-strategic-marketing-process\">\n <h2>Introduction to Strategic Marketing Process:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/11860cd9-e6bc-4adf-879b-2e053039150d\/vWiXMII9NXKcBT_XRWZOVA.png\" alt=\"Introduction to Strategic Marketing Process:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/11860cd9-e6bc-4adf-879b-2e053039150d\/vWiXMII9NXKcBT_XRWZOVA.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>This Quarterly Strategic Marketing Process provides insight and structure to your marketing activities.<\/p>\n  <p><a href=\"https:\/\/www.smartsheet.com\/strategic-marketing-processes-and-planning\" rel=\"nofollow noopener\" target=\"_blank\">Strategic marketing planning<\/a> involves setting goals and objectives, analyzing internal and external business factors, product planning, implementation, and tracking your progress. Below is an example of Apple's marketing strategy:<br>\n   &nbsp;<br><strong>Mission:<\/strong>&nbsp;Apple is dedicated to making innovative, high-quality products.<\/p>\n  <p><strong>Situation Analysis:<\/strong>&nbsp;Apple\u2019s competitive advantage is driven by its commitment to understanding customer needs, focusing on the products that are core to its mission, and fostering a collaborative work culture.<\/p>\n  <p><strong>Marketing Strategy:<\/strong>&nbsp;Apple usually is first to the marketplace with new products and the company relies on brand loyalty from existing customers as a strategy when launching new products and services.<\/p>\n  <p><strong>Marketing Mix:<\/strong>&nbsp;While Apple offers a range of products, it values premium pricing and relies on strict guidelines for distribution.<\/p>\n  <p><strong>Implementation and Control:<\/strong>&nbsp;Each Apple product complements the others and works within the same ecosystem, so customers tend to stay with the brand, creating loyal consumers.<\/p>\n  <p>Use this checklist to guide you in taking the practical steps to ensure<strong>&nbsp;you stay on top of your marketing strategy, branding, delivery time frames, and customer acquisition.<\/strong><\/p>\n  <hr>\n  <p>Before you get stuck in, here is <strong>a little bit about us:<\/strong><\/p>\n  <p><a href=\"http:\/\/process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a> is super-powered checklists.<\/p>\n  <p>It\u2019s the easiest way to manage your<a href=\"https:\/\/www.process.st\/recurring-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\"> recurring tasks<\/a>, procedures, and workflows. Create a<a href=\"https:\/\/www.process.st\/checklist\/process-street-user-guide\/\" rel=\"nofollow noopener\" target=\"_blank\"> checklist template<\/a> and<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-run-a-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\"> run individual checklists<\/a> for each member of your team. You can check tasks off as you work through them, set deadlines,<a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\"> add approvals<\/a>,<a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\"> assign tasks<\/a>, and<a href=\"https:\/\/www.process.st\/help\/docs\/template-overview\/\" rel=\"nofollow noopener\" target=\"_blank\"> track each team member's progress<\/a>.<\/p>\n  <p>You can also<a href=\"https:\/\/www.process.st\/help\/docs\/zapier-examples\/\" rel=\"nofollow noopener\" target=\"_blank\"> connect to thousands of Apps<\/a> through<a href=\"https:\/\/zapier.com\/app\/zaps\" rel=\"nofollow noopener\" target=\"_blank\"> Zapier<\/a> and automate your workflows even more.<\/p>\n  <hr>\n  <p><strong>Let's get started.<\/strong><\/p>\n  <p>Check out the <a href=\"https:\/\/www.youtube.com\/watch?v=1DLVy0nV5jE\" rel=\"nofollow noopener\" target=\"_blank\">YouTube<\/a> video below for some insight into Strategic Marketing.<\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/1DLVy0nV5jE?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n  <div class=\"description\">\n   Strategic Marketing Consultants- What is strategic marketing?\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"enter-business-information\">\n <h2>Enter business information<\/h2>\n <div class=\"text-content\">\n  <p>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.&nbsp;<\/p>\n  <p class=\"style-info\"><strong>Enter your details in the form fields below.&nbsp;<\/strong><\/p>\n  <p>Use the members drop-down to assign the Quarterly Strategic Marketing Process report for review to a team member of your team.<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Your full name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Your email address <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Business name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Industry <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Your business's mission, vision and values <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Today's date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"members-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Report reviewer: <\/label> <select disabled class=\"form-control\"> <option value=\"A member or group will be selected here\">A member or group will be selected here<\/option> <\/select>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"strategy\">\n <h2>Strategy:<\/h2>\n<\/section>\n<section id=\"determine-competitive-positioning\">\n <h2>Determine competitive positioning<\/h2>\n <div class=\"text-content\">\n  <p><strong>Use the sub-checklist below to guide you in researching your competitive position within your market<\/strong>.<\/p>\n  <p class=\"style-warning\">Remember, to record data for all the last <strong>3 months.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     The size of the market\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Document the size of your market\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Identify your major competitors and how they\u2019re positioned\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Determine whether your market is in the introductory, growth, mature, or declining stage of its life\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Understand the problems that your market faces\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     List your competitors\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Your competitors and their progress\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      8\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Identify areas where your competition is vulnerable\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      9\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Your business's stage of growth\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      10\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Customer demographics\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      11\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     SWOT analysis of any changes in the competitive landscape\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      12\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Your value delivery\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\">Competitive positioning is about defining how you\u2019ll differentiate your product. It\u2019s about carving out a spot in the competitive landscape, putting your stake in the ground, and winning mindshare in the marketplace\u2014being known for a certain \u201csomething.\u201d<\/p>\n  <p><strong>Link or upload the research document.<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Competitive positioning: Note key takeaways <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload competitive positioning research <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link competitive positioning research <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"assess-your-branding\">\n <h2>Assess your branding<\/h2>\n <div class=\"text-content\">\n  <p>Your brand is the entire experience that your audience has with your offering or company.<\/p>\n  <p class=\"style-warning\">While your brand includes the logo, color palette, and slogan, these are only creative elements that convey your brand. <strong>The real power of your brand lives in the day-to-day interactions you have with your market:<\/strong><\/p>\n  <p><strong>Use the form fields below to assess your branding.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> The images you convey <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> The messages you deliver on your website\/campaigns <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Your voice and personality with customers <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Customers reviews and opinion of your brand <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"review-your-pricing\">\n <h2>Review your pricing<\/h2>\n <div class=\"text-content\">\n  <p>Pricing is a complex subject, there are many long-term and short term factors to consider.<\/p>\n  <p>Ideally, your prices should:<\/p>\n  <ol>\n   <li>Reflect the value that you provide versus your competitors.<\/li>\n   <li>Consider what the market will truly pay for your offering.<\/li>\n   <li>Enable you to reach your revenue and market share goals<\/li>\n   <li>Maximize your profits (either short-term or long-term)<\/li>\n  <\/ol>\n  <p><strong>Use the form fields below to record details on whether your method for delivering value is operating efficiently.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Method for delivering value working check in <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Note pricing changes to be made (if neccasary) <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-warning\"><strong>Remember:<\/strong> If your method for delivering value is product leadership or customer intimacy, a low price could send the wrong message.<\/p>\n <\/div>\n<\/section>\n<section id=\"review-your-distribution-channels\">\n <h2>Review your distribution channels<\/h2>\n <div class=\"text-content\">\n  <p>Consider each task <strong>in the sub-checklist below when reviewing your distribution channels.<\/strong><\/p>\n  <p>Bear in mind that your distribution channels will be unique to your business depending on the product or service that you offer.&nbsp;<\/p>\n  <p class=\"style-warning\"><strong>Pro Tip:<\/strong> Distribution is particularly important when going after a new customer segment or releasing a new product.<\/p>\n  <p><strong>Note any key takeaways in the form field below.<\/strong><\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Are any additional products\/services needed to use your product\/service?\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Are customizations needed to improve the product\/service?\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Do your products need to be serviced?\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Are distribution goals being met?\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Are service requirements are being met?\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Are reporting requirements are being met?\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\">Your distribution channels should support your positioning and brand strategy. These methods of reaching your market should be natural ways to access your market segments and support the experience that your brand delivers.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Distribution channels: key takeaways <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"tools\">\n <h2>Tools:<\/h2>\n<\/section>\n<section id=\"review-brand-name-progress\">\n <h2>Review brand name progress<\/h2>\n <div class=\"text-content\">\n  <p>Check to see if <strong>your chosen brand name is working well.<\/strong><\/p>\n  <p class=\"style-info\">Most small-to-midsize companies select a name to open their business, then build their brand, distribution, and pricing over time. This is fine providing they are all aligned. By aligning every aspect of your business you have the best chance at delivering a repeatable brand experience.<\/p>\n  <p><strong>Use the form fields below to review your brand name.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Does your brand name sound good over the phone? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sometimes\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Is the brand name constantly mispronounced or misspelled? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sometimes\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Does the brand name confuse people? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sometimes\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Does the brand name not convey what it needs to convey? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sometimes\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-danger\">We suggest you consider re-assessing your brand name.&nbsp;<\/p>\n <\/div>\n<\/section>\n<section id=\"review-messaging\">\n <h2>Review messaging<\/h2>\n <div class=\"text-content\">\n  <p><strong>Review your brand's voice and messaging.&nbsp;<\/strong><\/p>\n  <p>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.<\/p>\n  <p class=\"style-warning\"><strong>Pro-Tip:<\/strong> Your messages should have a personality, a tone, a purpose, and should align with all elements of your branding.&nbsp;<\/p>\n  <p>Use the sub-checklist below to <strong>guide you in reviewing your brand's messaging and note any key takeaways <\/strong>in the form field.&nbsp;<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Do all team members understand and use the brand's voice?\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Are your messages carefully crafted?\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Is there any way you could strengthen your messaging?\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Is all messaging well written and flawless?\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Do you have contradictory messaging?\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     What is the customer sentiment regarding your slogan?\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     What is the customer sentiment regarding your brand's message?\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Messaging: key takeaways <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"checkin-on-your-corporate-identity\">\n <h2>Check-in on your corporate identity<\/h2>\n <div class=\"text-content\">\n  <p>Corporate identity is an extension of your brand and includes everything that has your logo or contact information on it.&nbsp;<\/p>\n  <p>Use the sub-checklist below to<strong> ensure that every aspect of your branding is aligned across all areas.<\/strong> Check off each sub-task to confirm that branding is aligned.<\/p>\n  <p class=\"style-success\">If <strong>any areas need improvement<\/strong>&nbsp;<strong>note them down<\/strong> in the form field below.&nbsp;<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Business cards\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Envelopes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Letterhead\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Mailing labels\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Email templates and signatures\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Faxcovers\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Proposal\/quote templates\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      8\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Invoices\/statements\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      9\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Memos\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      10\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Signage\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      11\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Promotional items\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Corporate identity: improvements <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"ensure-your-website-is-optimized\">\n <h2>Ensure your website is optimized<\/h2>\n <div class=\"text-content\">\n  <p><strong>Use this section to review and optimize the performance of your website.&nbsp;<\/strong><\/p>\n  <p class=\"style-info\">Fill out the form fields below and select the appropriate options from the dropdowns.<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Is your site generating sales? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Not enough\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Do you use your site for internet campaigns? <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Publicity\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Social\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Email\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Webinars\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Ongoing communications\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Other\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Is the content on your site relevant? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What percentage of your traffic convert into customers? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"assess-copy-and-design\">\n <h2>Assess copy and design<\/h2>\n <div class=\"text-content\">\n  <p>Brands are built by what we hear, see, and touch. Our sensory experiences mean that we perceive brands.<\/p>\n  <p class=\"style-success\">The way we perceive brands determines what they become \"known for\".<\/p>\n  <p>Use the sub-checklist below to <strong>guide you in assessing the copy and design progress for your brand.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Does your copy\/design communicate your objectives?\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Does your copy\/design communicate in a memorable way?\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Is your copy\/design consistent through all mediums?\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Does your copy\/design convey your brand's personality?\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Does your copy\/design leave a lasting impression?\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Copy and Design: key takeaways <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"manage-your-crm\">\n <h2>Manage your CRM<\/h2>\n <div class=\"text-content\">\n  <p>Most growing businesses will likely need a <a href=\"https:\/\/www.process.st\/crm-workflows\/\" rel=\"nofollow noopener\" target=\"_self\">CRM<\/a> (Customer Relationship Management) system.&nbsp;<\/p>\n  <p><strong>If you already have a CRM then follow the sub-checklist and create a report<\/strong> that covers the last <strong>3 months&nbsp;<\/strong>below. On completion, upload the report.<\/p>\n  <p class=\"style-warning\">If you<strong> do not have a<\/strong><a href=\"https:\/\/www.process.st\/the-best-crm-for-small-businesses-cloud-saas\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong> CRM<\/strong> system set-up then read this blog post by Process Street's CEO, Vinay Patankar.<\/a> It will guide you in choosing the right tool for you and your business.<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Contact &amp; account information (contact names, emails, phone numbers, SIC code, address, etc.)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Lead information\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales rep name and activity history (calls, emails sent, inquiries, etc.)\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Purchase history\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Customer service tickets\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Sales pipeline information\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Marketing marketing campaign data\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      8\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Revenue tied to a certain marketing campaign\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      9\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     The number of leads you have at each step in your sales process\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      10\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Track your progress against your goals\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      11\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Capture leads from your website\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload CRM report <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link CRM report <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"calculate-customer-lifetime-value-clvltv\">\n <h2>Calculate customer lifetime value (CLV\/LTV)<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\">Knowing your customer lifetime value (CLV) is helpful when evaluating your market segments to determine which are the most profitable.<\/p>\n  <p>This data can be used when evaluating your positioning strategy to determine if you should strengthen your position within a particular segment or market or target entirely new segments.<\/p>\n  <p><strong>If you already have a CLV Formula use it to <\/strong>determine how long an average customer stays with you.<\/p>\n  <p>Create and upload\/link a report below, consider the steps in the sub-checklist below when doing so.&nbsp;<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Set a maximum budget to acquire a particular type of customer.\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Calculate whether a particular deal will be profitable.\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Look at current customers who haven\u2019t purchased according to the pattern you estimated in the calculation.\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Plug the data into your ROI projections.\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p>If you have not yet calculated a formula for CLV then use the image below as a guide.&nbsp;<\/p>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/995305a4-762e-4651-91bb-8087c589ba97\/jiJw2OUkxbfBiVKYK15Esw.png\" alt=\"Strategic Marketing Process: CLV\nSource: http:\/\/www.marketingmo.com\/\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/995305a4-762e-4651-91bb-8087c589ba97\/jiJw2OUkxbfBiVKYK15Esw.png\"> <\/a>\n   <figcaption>\n    Strategic Marketing Process: CLV Source: http:\/\/www.marketingmo.com\/\n   <\/figcaption>\n  <\/figure>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link CLV report <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload CLV report <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"calculate-roi\">\n <h2>Calculate ROI<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\">Return on investment (ROI) is a measure of the profit earned from each investment.&nbsp;<\/p>\n  <p>Use the image below to help <strong>calculate your ROI for this quarter<\/strong> <strong>and input it into the form field below.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/233feb4f-6bb8-481c-85fd-4c4594291226\/raAfZSItc2FhdnAi9xdHzg.png\" alt=\"Quarterly Strategic Marketing Process: ROI calculation.\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/233feb4f-6bb8-481c-85fd-4c4594291226\/raAfZSItc2FhdnAi9xdHzg.png\"> <\/a>\n   <figcaption>\n    Quarterly Strategic Marketing Process: ROI calculation.\n   <\/figcaption>\n  <\/figure>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Notes on the ROI of campaigns <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"develop-your-sales-plan\">\n <h2>Develop your sales plan<\/h2>\n <div class=\"text-content\">\n  <p><strong>Develop your tactical sales plan.<\/strong><\/p>\n  <p>Use the form fields below to record information concerning your <strong>sales plan for the upcoming quarter.&nbsp;<\/strong><\/p>\n  <p class=\"style-info\"><strong>Pro-Tip: <\/strong>It\u2019s helpful to add each sales process to your customer relationship management (CRM) software so that each account is assigned to a stage at all times. That allows you to run reports to measure your progress and improve your sales management.<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Number of sales staff you\u2019ll need (if any) <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Will you need to hire and train new personnel? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Top priority markets <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Plan for managing current customers <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Plans for distribution channels (existing and new) <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"note-down-major-marketing-campaigns\">\n <h2>Note down major marketing campaigns<\/h2>\n <div class=\"text-content\">\n  <p><strong>Enter campaign details.<\/strong><\/p>\n  <p class=\"style-info\">You don\u2019t need to list every campaign\u2014just outline your major promotional plans for the quarter. You\u2019ll need to set your budget in the next task, so the more planning you do now, the better.&nbsp;<\/p>\n  <p>Use the form fields below to record all data concerning major campaign plans for the coming quarter.&nbsp;<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Top three campaigns <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Tools, technologies and resources you'll need <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Select the media platforms\/customer engagement channels needed <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     SEO and SEM\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Telemarketing\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Online advertising\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Social media\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Email marketing\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Estimated ROI <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Other financial goals <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"detailed-budget\">\n <h2>Detailed budget<\/h2>\n <div class=\"text-content\">\n  <p>Use ROI to determine the total budget for your marketing efforts and plan the budget for the coming quarter.&nbsp;<\/p>\n  <p class=\"style-warning\">Budgeting can be a difficult process. Many companies just estimate or base it on their previous year\u2019s spend. Whilst an estimate is better than nothing, you could use your ROI to develop more accurate numbers.<\/p>\n  <p><strong>Prepare your budget sheet and link or upload it in the form fields below.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"file-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Upload budget sheet <\/label>\n   <div class=\"file-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Link budget sheet <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"view-and-create-your-report\">\n <h2>View and create your report<\/h2>\n <div class=\"text-content\">\n  <p>This is<strong> the end of the Quarterly Strategic Marketing Process.<\/strong> The data you inputted for each step along with any notes made have been compiled into a final report, accessible below.<\/p>\n  <p>If you wish, you can create an automation process that will export your report from this checklist as a google document or PDF using <a href=\"https:\/\/zapier.com\/app\/zaps\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a>.<\/p>\n  <p class=\"style-danger\"><strong>For instructions on how to create this automation visit our<\/strong><a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\" rel=\"nofollow noopener\" target=\"_blank\"> <strong>hub page.<\/strong><\/a><\/p>\n  <p>Once you have created the Zap, whenever <strong>you run this checklist an external report will be generated automatically with one click.<\/strong><\/p>\n  <p class=\"style-info\"><strong>Pro-Tip:<\/strong> With Process Street there is the option to generate a report as a pdf or google document using <a href=\"https:\/\/zapier.com\/app\/zaps\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a>. By setting up a 'Zap' you can export your report from this checklist.<\/p>\n  <p>The following task enables you<strong> to send the report for approval should you wish.<\/strong><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p>{{form.Your_full_name}}<\/p>\n  <p>{{form.Business_name}}<\/p>\n <\/div>\n<\/section>\n<section id=\"approval-send-for-internal-approval\">\n <h2>Approval: Send for internal approval<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">View and create your report<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <h5 style=\"text-align: center;\">Sources&nbsp;<\/h5>\n  <hr>\n  <ul>\n   <li><a href=\"http:\/\/www.marketingmo.com\/wp-content\/uploads\/2013\/12\/The-Strategic-Marketing-Process-eBook.pdf\" rel=\"nofollow noopener\" target=\"_blank\">Marketingmo.com - <em>The Strategic Marketing Process PDF<\/em><\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/marketing-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Oliver Peterson - <\/a><em><a href=\"https:\/\/www.process.st\/marketing-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Marketing Process Toolkit: 10 Checklists to Crush Your Competition<\/a><\/em><\/li>\n   <li><a href=\"https:\/\/neilpatel.com\/blog\/startup-marketing-strategies\/\" rel=\"nofollow noopener\" target=\"_blank\">Neil Patel - <em>20 Uncommon Marketing Strategies That'll Kickstart Your Startup\u2003<\/em><\/a><\/li>\n   <li><a href=\"https:\/\/visual-legion.com\/digital-marketing\/\" rel=\"nofollow noopener\" target=\"_blank\">Visual Legion - <em>Digital Marketing Agency - Digital Services - Lead Generation Strategies\u2003<\/em><\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/the-ultimate-guide-to-instagram-marketing\/\" rel=\"nofollow noopener\" target=\"_blank\">Vinay Patankar - <em>The Ultimate Guide to Instagram Marketing<\/em><\/a><\/li>\n   <li><a href=\"https:\/\/blog.upsellit.com\/&nbsp;\" rel=\"nofollow noopener\" target=\"_blank\">UpSellit - <em>Conversion Rate Optimization &amp; Ecommerce Best Practices\u2003<\/em><\/a><\/li>\n   <li><a href=\"https:\/\/www.shopify.co.uk\/blog\/make-your-first-sale\" rel=\"nofollow noopener\" target=\"_blank\">Shopify - <em>How to Get Your First Sale in 30 Days: A Marketing Checklist for New Entrepreneurs\u2003<\/em><\/a><br><a href=\"https:\/\/www.shopify.co.uk\/blog\/make-your-first-sale\" rel=\"nofollow noopener\" target=\"_blank\"><\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"related-checklists\">\n <h2>Related Checklists:<\/h2>\n <div class=\"text-content\">\n  <h5 style=\"text-align: center;\">Related Checklists&nbsp;<\/h5>\n  <ul>\n   <li><a href=\"http:\/\/process.st\/checklist\/on-page-seo-checklist\" rel=\"nofollow noopener\" target=\"_blank\">On-Page SEO Checklist<\/a><\/li>\n   <li><a href=\"http:\/\/process.st\/checklist\/technical-seo-audit\" rel=\"nofollow noopener\" target=\"_blank\">Technical SEO Audit<\/a><\/li>\n   <li><a href=\"http:\/\/process.st\/checklist\/google-analytics-audit\" rel=\"nofollow noopener\" target=\"_blank\">Google Analytics Audit<\/a><\/li>\n   <li><a href=\"http:\/\/process.st\/checklist\/product-launch-checklist\" rel=\"nofollow noopener\" target=\"_blank\">Product Launch Checklist<\/a><\/li>\n   <li><a href=\"http:\/\/process.st\/checklist\/ux-audit\" rel=\"nofollow noopener\" target=\"_blank\">UX Audit<\/a><\/li>\n   <li><a href=\"http:\/\/process.st\/checklist\/social-media-manager-daily-checklist\" rel=\"nofollow noopener\" target=\"_blank\">Social Media Manager Daily Checklist<\/a><\/li>\n   <li><a href=\"http:\/\/process.st\/checklist\/social-media-influencer-outreach-checklist\" rel=\"nofollow noopener\" target=\"_blank\">Social Media Influencer Outreach Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/seo-checklist-the-keyword-research-process\/\" rel=\"nofollow noopener\" target=\"_blank\">SEO Checklist: The Keyword Research Process<\/a><\/li>\n   <li><a href=\"http:\/\/process.st\/checklist\/new-affiliate-onboarding\/\" rel=\"nofollow noopener\" target=\"_blank\">New Affiliate Onboarding<\/a><\/li>\n   <li><a href=\"http:\/\/process.st\/checklist\/advanced-content-promotion-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Advanced Content Promotion Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/continuation-project-proposal-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Continuation Project Proposal Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/social-media-engagement-campaign-proposal\/\" rel=\"nofollow noopener\" target=\"_blank\">Social Media Engagement Campaign Proposal<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/budget-preparation-checklist-4\/\" rel=\"nofollow noopener\" target=\"_blank\">Budget Preparation Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/business-plan-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Business Plan Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/brand-strategy-template-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Brand Strategy Template Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/amazon-trends-analysis-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Amazon Trends Analysis Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/monthly-cash-flow-plan-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Monthly Cash Flow Plan Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/social-media-report-template-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Social Media Report Template Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/ecommerce-seo-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Ecommerce SEO Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/website-funnel-analysis-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Neil Patel\u2019s: Website Funnel Analysis Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/ppc-report-template-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">PPC Report Template Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/quarterly-strategic-marketing-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Quarterly Strategic Marketing Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/sales-training-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales Training Process Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/weekly-sales-prospecting-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Weekly Sales Prospecting Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/cold-calling-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Cold Calling Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/bant-sales-qualification-call-process\/\" rel=\"nofollow noopener\" target=\"_blank\">BANT Sales Qualification Call Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/sales-presentation-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales Presentation Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/sales-pitch-planning-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales Pitch Planning Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/closing-the-sale-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Closing the Sale Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/order-processing-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Order Processing Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/monthly-sales-report\/\" rel=\"nofollow noopener\" target=\"_blank\">Monthly Sales Report<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/product-launch-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Product Launch Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/ecommerce-product-listing\/\" rel=\"nofollow noopener\" target=\"_blank\">Ecommerce Product Listing<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/inventory-management-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Inventory Management Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/order-fulfillment-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Order Fulfillment<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/order-processing-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Order Processing Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/budget-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Budget Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/budget-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Budget Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/cash-management-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Cash management process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/financial-plan-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Financial Plan Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/cash-flow-report\" rel=\"nofollow noopener\" target=\"_blank\">Cash Flow Report<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/expense-management-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Expense Management Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/cash-management-process-4\/\" rel=\"nofollow noopener\" target=\"_blank\">Cash Management Process<\/a><\/li>\n  <\/ul>\n  <ul><\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction to Strategic Marketing Process: This Quarterly Strategic Marketing Process provides insight and structure to your marketing activities. Strategic marketing planning involves setting goals and objectives, analyzing internal and external business factors, product planning, implementation, and tracking your progress. Below is an example of Apple's marketing strategy: &nbsp;Mission:&nbsp;Apple is dedicated to making innovative, high-quality products. 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