The Method: Our Quarterly Plan

The Method: Our Quarterly Plan


Includes our Quarterly 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: In-person or over the phone, meet with The Industry Formula co-founders to discuss company goals and objectives, to assist in developing customized marketing plan.

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

ROI Report: 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.

  • Quarterly 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.

  • Intro/Launch Marketing Plan: Designed for companies who are launching or re-branding, this is a customized plan of action to generate brand awareness and grow brand affinity within the market.

*Note: Customized plan is for one location.

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