Sales & Marketing Strategy Plan
Office
Please Select
AANC, Greater Asheville
AGAK, Augusta/Aiken
ALBA, the Capital District
ALMN, Alexandria/St. Cloud, MN
ARCO, Aurora, CO
ASTX, South Austin, TX
ATGA, Northeast Georgia
BCFL, Broward County
BCFV, Fraser Valley, BC
BCNJ, Bergen County, NJ
BEAU, Beaufort and Jasper Counties
BHAL, Greater Birmingham
BHCA, Burbank / Beverly Hills, CA
BLMD, Baltimore
BMMA, Boston Metro West, MA
BNMA, Boston North
BOWL, Bowling Green, KY
BRMP, Brampton
BRST, Brooklyn and Staten Island
BSMA, Boston South, MA
BTLA, Baton Rouge, LA
BWON, Brantford/ Woodstock
CATS, Toronto
CBMD, Chesapeake Bay
CBNS, Cape Breton, NS
CBON, Cornwall/Brockville, ON
CCMA, Cape Cod & the Islands
CCNC, Carolina Coast
CCOR, Clackamas County, OR
CDFW, Central DFW
CELV, Central Las Vegas
CEMS, Central Mississippi
CENE, Central Nebraska
CEVA, Central Virginia
CGAB, Calgary, AB
CHA2, Greater Chattanooga, TN
CHAT, Greater Chattanooga, TN
CHNC, East Charlotte
CHSC, Greater Charleston
CHTX, Central Houston
CIBC, Central Vancouver Island
CLGA, Central Georgia
CLOH, Cleveland Metro
CMKT, Chatham-Kent
CNLA, Central Louisiana
CNLI, Long Island
CNMI, Central Michigan
COLM, Greater Columbia
CPNC, the Coastal Plains, NC
CRMO, the Capitol Region, MO
CSDC, CentralSan Diego County
CSTL, Coastal Georgia
CTAZ, Central Phoenix, AZ
CTIL, Bloomington / Peoria, IL
CTNT, Northwest Connecticut
CVCA, Central Valley, CA
CWOH, Cleveland Metro West
DCCO, Douglas County, CO
DCIL, DuPage County
DEMI, Metro Detroit, MI
DFTX, North Dallas-Fort Worth
DMNC, Durham, NC
DNTX, North Dallas, TX
DPDE, Delmarva Peninsula
DTOH, Dayton
DUVL, North Florida
DWON, Durham East/West
EATX, East San Antonio
ECIN, The Tri-State Area
EDTO, Edmonton
EKWA, East King County, WA
EPCO, El Paso County, CO
ESAL08, Enterprise, AL
ESAL12, Baldwin, AL
ESAZ04, Gilbert, AZ
ESAZ05, Surprise, AZ
ESCA03, East Riverside City, CA
ESCA16, Temecula, CA
ESCA18, Glendale, CA
ESIL04, Palatine, IL
ESIL05, Schaumburg, IL
ESIL06, Mount Prospect, IL
ESIL10, Niles, IL
ESIL11, Arlington Heights & Elk Grove, IL
ESIL12, Evanston, IL
ESIL13, Glenview, IL
ESIN01, Terre Haute, IN
ESMA02, The South Shore, MA
ESMA07, Newton, MA
ESMA08, Fitchburg, MA
ESMA11, Winchester, MA
ESMA12, Chelmsford, MA
ESMA14, Medford, MA
ESMN08, White Bear Lake, MN
ESNH03, Upper Valley, NVT/NH
ESNH04, Nashua, NH
ESNY04, East Onondaga County, NY
ESNY10, Williamsville, NY
ESNY11, Rockland County, NY
ESOK01, Norman, OK
ESOK02, Southwest Oklahoma City, OK
ESPA02, Monroe County, PA
ESPA04, Franklin County, PA
ESPA05, Wilkes Barre, PA
ESTX17, Mansfield, TX
ESTX18, Rockwall, TX
ESTX21, The Galleria, TX
ESTX26, South Katy, TX
ESTX27, South Garland, TX
ESTX41, North Richland Hills, TX
ESTX42, West Arlington, TX
ESTX44, Sugar Land, TX
ESWA02, Spokane Valley, WA
ETAZ, East Phoenix, AZ
ETBC, Etobicoke
ETKY, Elizabethtown
ETMP, East Tampa
FCCO, Fort Collins, CO
FCCT, Fairfield County
FFWC, Westchester County
FLCW, North Pinellas
FLSC, the Space Coast
FMAB, Fort McMurray
FOCO, Front Range CO
FRNB, Fredericton, NB
FWTX, Fort Worth
GATX, Galveston, TX
GCGA, North Atlanta
GCOH, Greater Cincinnati, OH
GDCO, Greater Denver, CO
GFVA, Suburban Virginia
GMMN, Greater Minneapolis, MN
GMNB, Greater Moncton
GPMI, West Michigan
GRKX, Greater Knoxville, TN
GRNC, the Triad - East, NC
GRNY, Greater Rochester, NY
GRPS, Greater Philadelphia Suburbs
GRVA, Greater Richmond
GSMN, Greater St. Paul, MN
GTVC, Greater Vancouver
GVFL, North Central Florida
GVSC, Greenville and Spartanburg
GVWA, Portland / Vancouver
GWCY, Guelph/Wellington County
HALT, Halton/Hamilton-Wentworth
HBCA, Huntington Beach
HLFX, Halifax/Dartmouth
HOWA, Howard and Anne Arundel Counties
HTFD, Central Connecticut
HVAL, Huntsville, AL
IACO, the Iowa Corridor
IDAH, Idaho
IECA, Inland Empire
ININ, South Indianapolis
INNC, North Central Indiana
KHTX, Kingwood Humble, TX
KHTX-old, Kingwood Humble, TX
KSTN, Kingston
KTWA, Kitchener- Waterloo Inc.
LAIL, Lake County, IL
LANS, Mid Michigan
LAUR, S Laurentides
LBAB, Lethbridge, AB
LCFL, Lee & Collier Counties
LCLN, Lincoln Nebraska
LDON, London
LEXI, Lexington, Inc.
LIGA, Lanier Isles
LLCO, Lancaster and Lebanon Counties
LLCY, South Central Wisconsin
LMSC, Lake, Marion and Sumter Counties
LOTO, S de L'Outaouais
LOUI, Louisville, KY
LVPA, Lehigh Valley, PA
MAUG, Mississauga
MBPA, Montgomery-Berks, PA
MCMI, Macomb County, MI
MDSO, Southern Maryland
MIAA, Ann Arbor, MI
MKKA, Muskoka
MLNC, Charlotte
MMNJ, Monmouth County, NJ
MONY, Metro New York
MOTH, Central Ohio
MPNJ, Morris and Passaic Counties, NJ
MRNC, the Mountain Region, NC
MSKC, Kansas City
MSMO, Metro West St. Louis
MSNM, North Mississippi
MTCO, the Mountain Resorts, CO
NATX, North Austin, TX
NBAY, North Bay & Nipissing
NBNW, Northwest New Brunswick
NCNY, North Country, NY
NCSD, North County San Diego, CA
NDCO, Northeast Denver
NEDE, Northern Delaware
NEIN, Northeast Indiana
NENB, Northeast New Brunswick
NEQC, S Ville de Quebec
NEWM, New Mexico
NHAC, New Haven and Shoreline East, CT
NHON, Niagara and Haldimand, ON
NHTX, North Central Houston
NLMN, The Northland
NMTX, Northern Metroplex, TX
NOCI, North Chicago, IL
NOMS, the Golden Triangle, MS
NONE, Northern Nebraska
NOOK, Northern Oklahoma City
NOVT, Northern Vermont
NRVA, Northwest Virginia
NSAT, North San Antonio
NTNJ, Northeast New Jersey
NTVA, Northern Virginia
NWFL, Pensacola
NWGA, Northwest Georgia
NWKY, Northwest Kentucky
NWMI, Northwest Michigan
OCMI, Oakland County
OCNY, Orange and Sussex Counties
OHAK, Akron, OH
OMAH, Omaha Nebraska
ONNJ, Ocean County, NJ
OPWA, the Olympic Peninsula
ORLA, Orlando, FL
OVBC, Okanagan Valley, BC
PABC, Bucks County, PA
PACA, Pasadena, CA
PACF, the Central Florida Panhandle
PBFL, Palm Beach County
PBON, Peterborough & Kawartha Lakes, ON
PCFL, Polk County
PCTX, the Park Cities, TX
PDNC, Piedmont, NC
PHFL, Pasco & Hernando Counties, FL
PRHU, Huron-Perth
PSCA, Greater Palm Springs
PWPA, Allegheny County
QCNY, Queens
RCKY, the River Cities
RDIS, Rhode Island
RED2, Red Deer
RENC, Raleigh, NC
RHSC, Rock Hill, SC
RKIL, Rockford
RSQC, Rive-Sud
RTNV, Greater Reno/Tahoe, NV
SACA, Santa Clarita , CA
SARN, Sarnia/ Lambton
SASK, Saskatoon
SATL, South Atlanta
SAUG, St Augustine
SCAL, Southern California
SCIA, Sioux City
SEFL, Seminole County
SEHT, Southeast Houston, TX
SESL, Southeast St. Louis, MO
SEWI, S.E. Wisconsin
SFNM, Northern New Mexico
SHNC, the Sandhills
SHQC, S de Saint-Hyacinthe
SION, Simcoe County, ON
SLQC, Saguenay-Lac Saint-Jean
SLVR, Suburban MD & Washington DC
SMON, Sault Ste. Marie
SNHM, Southern New Hampshire & Maine
SOCA, South Orange County
SOLV, South Las Vegas
SONB, Southern New Brunswick
SONJ, Southern New Jersey
SOSD, South San Diego County, CA
SOST, S du Sud-Ouest
SPTX, Spring, TX
SRID, Southwestern Idaho
SSCC, Sarasota, Desoto, and Charlotte Counties
SSMT, Manatee County
STMO, Southwest Missouri
STPE, Pinellas
SUBY, Sudbury Manitoulin
SVPA, Susquehanna Valley, PA
SWNS, Southwestern Nova Scotia
TAWA, Tacoma, WA
TBON, Thunder Bay, ON
TCON, Timmins and the Claybelt
TLFL, Tallahassee
TNMI, Middle Tennessee
TNMS, the Mid South
TOPK, Greater Lawrence and Topeka
TRIC, Greater Tri Cities
TRZR, the Treasure Coast
TULS, Tulsa, OK
TWFL, Tampa West
TWVA, Tidewater, VA
UCOC, Cumberland/Colchester
UTSL, Salt Lake
UTSO, Southern Wasatch
UTWF, Wasatch Front
VBCH, Virginia Beach, VA
VCFL, Volusia County
VIBC, New Victoria, BC
WAWK, West King County
WCCI, Will and Southwest Cook County, IL
WCMA, Worcester County, MA
WCMO, West County, MO
WCNJ, West Central, NJ
WCOR, Washington County, OR
WCTX, Woodlands Conroe, TX
WECO, Western Colorado
WELV, West Las Vegas
WFTX, West Fort Worth, TX
WHTX, West Central Houston
WIND, Windsor & Essex County
WMVA, Williamsburg, VA
WNPA, Western Pennsylvania
WPMB, Winnipeg, MB
WRVA, West Richmond
WSLA, West LA
WSNC, the Triad - West, NC
WSNF, Western Newfoundland
WSTX, West San Antonio
WTAZ, West Phoenix, AZ
WTTO, Ottawa
YKRE, York Region
Date of Strategy Call
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Quarter #
Please Select
Q1
Q2
Q3
Q4
Marketing & Sales Team Members
Â
Marketing & Sales Team Members
*
Team Members - Key Takeaways
Sales & Marketing Data
Â
Residential & Commercial Sales Split
Rows
Goal
YTD
Residential
Commercial
Sales & Leads
Rows
2023 Goal
YTD
Percentage Complete
Year Over Year (YoY)
% Trend YoY
Overall Revenue
Residential Sales
Commercial Sales
Overall Leads
Residential Leads
Commerical Leads
Fire Leads
Market Share
Rows
2023 Goal
YTD
% (+/-)
Net Population
Market Share
Sales & Marketing Data - Key Takeaways
Sources & Verticals
Â
Suite of Services
Rows
Active
Inactive
Goal
Commercial
1
2
3
Remodel
4
5
6
Contents/Laundry
7
8
9
CAT Response
10
11
12
3D Imaging
13
14
15
3D Exterior
16
17
18
Emergency Recovery
19
20
21
Target Verticals
Rows
Active
Inactive
Goal
Real Estate (REIT)
22
23
24
Property Mgmt
25
26
27
Manufacturing
28
29
30
Government (GSA)
31
32
33
Hospitality
34
35
36
Healthcare
37
38
39
Municipal
40
41
42
Multi-Family
43
44
45
Colleges & Universities
46
47
48
Assisted Living
49
50
51
Goal - Carrier, Program, TPA
Sources & Verticals - Key Takeaways
Reputation Management
Â
Google Rating & Reviews
*
NPS Score
*
Google (GMB) & NPS - Key Takeaways
Marketing Activities
Â
Traditional Marketing
Rows
Active
Inactive
Goal
Print Ads
52
53
54
Print Collateral
55
56
57
Radio
58
59
60
TV
61
62
63
Billboards
64
65
66
Sponsorship
67
68
69
Public Relations
70
71
72
Digital Marketing
Rows
Active
Inactive
Goal
Rallio
73
74
75
Instagram
76
77
78
Facebook
79
80
81
Twitter
82
83
84
LinkedIn
85
86
87
Pay-Per-Click
88
89
90
Search Engine Optimization
91
92
93
Google My Business
94
95
96
Google Review
97
98
99
Google Local Service Ads (LSA)
100
101
102
Webpunch
103
104
105
Email Campaigns
106
107
108
Training & Resources
Rows
Active
Inactive
Goal
CE Classes - Credit
109
110
111
Lunch & Learn - No Credit
112
113
114
Emergency Preparedness Plan
115
116
117
Luxor CRM
118
119
120
RMS Tracking
121
122
123
Integrity Selling
124
125
126
Associations Membership
Tradeshows, Events, and Social Purpose
Marketing Activities - Key Takeaways
Marketing Expenses
Â
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Marketing Expenses - Key Takeaways
Top Revenue Sources
Â
Top Carriers YTD Sales
Top Locally Earned YTD Sales
Top Revenue Sources - Key Takeaways
Action Items & Next Steps
Â
Action Items
*
Next Call
 -
Month
 -
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Next Steps
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