The Formula: Our Annual Plan

The Formula: Our Annual Plan


Includes Annual Consulting Package:

Annual Membership to The Industry Formula Networking Group: A group of leaders and decision-makers who share leads and form unique partnerships to drive one another’s success and revenue.

Initial Consultation with Nicole + Beth In-Person: meet with The Industry Formula co-founders to discuss company goals and objectives, to assist in developing customized marketing plan.

Monthly Check-In calls with Nicole + Beth: With owners and/or team to discuss successes, challenges, and modifications that need to be made.

Quarterly In-Person Meetings with Nicole + Beth: Meet with Nicole and Beth, in-person or over the phone, too discuss initiatives that have been implemented and their ROI and plan execution of the plan(s) to completion.

Quarterly ROI Reports: Measures your investment and return on investment from The Industry Formula partnership, campaigns and initiatives for the quarter.

As well as our Downloadable Sales Package:

  • Associations: Recommended associations to join to expand your professional network and market your business to corporations and individuals, as well as special incentives for being The Industry Formula clients.

  • Email Templates: Proven email templates for business development, marketing, partnerships, and follow-up.

  • Annual Marketing Calendar Builder (w/holidays): Customized report, to be delivered after the initial consultation with The Industry Formula. Nicole and Beth will customize a calendar to fit your unique goals and objectives, and to maximize your ROI.

  • Social Media Engagement Tracker: Dive deeper into your insights and see what drives the most traffic to your page.

  • Template: Lost Business Report: Track business that is lost and the most common barriers to purchase.

  • Template: Group Menu Price Builder w/ Competitor Price Comparisons: See how your business compares to the competition with respect to pricing and offerings.

  • Template: Group Sales Budget: Designed for venues and companies that sell group packages or private events, to create realistic and trackable goals for your team.

  • Template: Weekly Sales Activity Log: To ensure that your sales activities are consistent and effective.

  • Template: Retail Event Marketing Budget Builder: Customized based on trends and activities within the city of Philadelphia and beyond.

  • Customized Quarterly Marketing Plans*: Broken down into quarters, the annual plan will include action plans and check-ins with Nicole + Beth.

*Note - Customized plans are for one location only. For a hospitality group with multiple locations, please fill out our contact form.

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