Sales, Marketing and Communication Toolkit - Overview and Approach
Sales, Marketing and Communication Toolkit - Overview and Approach
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Objectives
This Toolkit was created by ex-McKinsey, Havas & Deloitte Consultants specialized in Marketing, Sales &
Communication Strategy. It will help you:
I. Define and implement your sales strategy and plan by leveraging our ready-made sales strategy and plan, which includes
sections such as “Market analysis”, “Competitor analysis”, “SWOT”, “Mission and vision statements”, “Sales strategic goals and
KPIs”, “Channel strategy”, “Initiatives”, and “Plan of action”.
II. Define and implement your marketing strategy and plan by leveraging our ready-made marketing strategy and plan, which
includes sections such as “Market analysis”, “Competitor analysis”, “Sales analysis”, “SWOT”, “Marketing strategic objectives”,
“Marketing team and budget”, “Digital and traditional marketing levers to reach our strategic objectives”, “Products, prices, and
channels of distribution”, and “Marketing plan”.
III. Define and implement your communication strategy and plan by leveraging our ready-made communication strategy and
plan, which includes sections such as “Communication strategy”, “Background and context ”, “Communication objectives”,
“Approach”, “Communication principles”, “Overarching messages”, “Key stakeholder groups”, “Communication channels”, “Key
dependencies”, “Communication risks”, “High-level communication plan”, and “Detailed communication plan”.
IV. Define and implement your pricing strategy: (1) Increase your background knowledge of pricing , (2) Define the pricing maturity
level of your business, (3) Define your pricing strategy, (4) Make sure you avoid price wars.
V. Carry out a market and competitor analysis to better define your strategy and outperform your competitors.
VI. Understand the product life cycle: (1) Introduction, (2) Growth, (3) Maturity, (4) Decline.
VII. Conduct a stakeholder analysis: (1) List stakeholders who can influence your project or be impacted by it, (2) Segment your key
stakeholders by leveraging our stakeholder analysis matrix in PowerPoint, (3) Define and implement a plan of action for each
stakeholder by leveraging our detailed stakeholder analysis matrix in Excel.
3
In the next slides, you’ll see a small preview of Section I
I. Define and implement your sales strategy and plan by leveraging our ready-made sales strategy and plan, which includes
sections such as “Market analysis”, “Competitor analysis”, “SWOT”, “Mission and vision statements”, “Sales strategic goals and
KPIs”, “Channel strategy”, “Initiatives”, and “Plan of action”.
II. Define and implement your marketing strategy and plan by leveraging our ready-made marketing strategy and plan, which
includes sections such as “Market analysis”, “Competitor analysis”, “Sales analysis”, “SWOT”, “Marketing strategic objectives”,
“Marketing team and budget”, “Digital and traditional marketing levers to reach our strategic objectives”, “Products, prices, and
channels of distribution”, and “Marketing plan”.
III. Define and implement your communication strategy and plan by leveraging our ready-made communication strategy and
plan, which includes sections such as “Communication strategy”, “Background and context ”, “Communication objectives”,
“Approach”, “Communication principles”, “Overarching messages”, “Key stakeholder groups”, “Communication channels”, “Key
dependencies”, “Communication risks”, “High-level communication plan”, and “Detailed communication plan”.
IV. Define and implement your pricing strategy: (1) Increase your background knowledge of pricing , (2) Define the pricing maturity
level of your business, (3) Define your pricing strategy, (4) Make sure you avoid price wars.
V. Carry out a market and competitor analysis to better define your strategy and outperform your competitors.
VI. Understand the product life cycle: (1) Introduction, (2) Growth, (3) Maturity, (4) Decline.
VII. Conduct a stakeholder analysis: (1) List stakeholders who can influence your project or be impacted by it, (2) Segment your key
stakeholders by leveraging our stakeholder analysis matrix in PowerPoint, (3) Define and implement a plan of action for each
stakeholder by leveraging our detailed stakeholder analysis matrix in Excel.
4
Executive Summary
Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text
Key Initiatives Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text
Sales Channel Model Sales Channel Model: Insert your own text
& Strategy Sales Channel Strategy: Insert your own text
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Sales Funnel Process
Replace this text with the key takeaway from this PowerPoint slide.
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Sales Cycle
Replace this text with the key takeaway from this PowerPoint slide.
Sales Cycle
Pre-sales Post-sales
Potential Leads Qualified Leads Buying Opportunities Close Implementation Customer Service
1 2 3 4 5 6
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describe this step describe this step describe this step describe this step describe this step describe this step
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In the next slides, you’ll see a small preview of Section II
I. Define and implement your sales strategy and plan by leveraging our ready-made sales strategy and plan, which includes
sections such as “Market analysis”, “Competitor analysis”, “SWOT”, “Mission and vision statements”, “Sales strategic goals and
KPIs”, “Channel strategy”, “Initiatives”, and “Plan of action”.
II. Define and implement your marketing strategy and plan by leveraging our ready-made marketing strategy and plan, which
includes sections such as “Market analysis”, “Competitor analysis”, “Sales analysis”, “SWOT”, “Marketing strategic objectives”,
“Marketing team and budget”, “Digital and traditional marketing levers to reach our strategic objectives”, “Products, prices, and
channels of distribution”, and “Marketing plan”.
III. Define and implement your communication strategy and plan by leveraging our ready-made communication strategy and
plan, which includes sections such as “Communication strategy”, “Background and context ”, “Communication objectives”,
“Approach”, “Communication principles”, “Overarching messages”, “Key stakeholder groups”, “Communication channels”, “Key
dependencies”, “Communication risks”, “High-level communication plan”, and “Detailed communication plan”.
IV. Define and implement your pricing strategy: (1) Increase your background knowledge of pricing , (2) Define the pricing maturity
level of your business, (3) Define your pricing strategy, (4) Make sure you avoid price wars.
V. Carry out a market and competitor analysis to better define your strategy and outperform your competitors.
VI. Understand the product life cycle: (1) Introduction, (2) Growth, (3) Maturity, (4) Decline.
VII. Conduct a stakeholder analysis: (1) List stakeholders who can influence your project or be impacted by it, (2) Segment your key
stakeholders by leveraging our stakeholder analysis matrix in PowerPoint, (3) Define and implement a plan of action for each
stakeholder by leveraging our detailed stakeholder analysis matrix in Excel.
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Market Profitability
Replace this text with the key takeaway from this PowerPoint slide.
Porter’s 5 Forces
Intensity of Competitive
Rivalry
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Market Profitability
Replace this text with the key takeaway from this PowerPoint slide.
Porter’s 5 Forces
Intensity of Competitive
Rivalry
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Market Profitability
Replace this text with the key takeaway from this PowerPoint slide.
Porter’s 5 Forces
I. Define and implement your sales strategy and plan by leveraging our ready-made sales strategy and plan, which includes
sections such as “Market analysis”, “Competitor analysis”, “SWOT”, “Mission and vision statements”, “Sales strategic goals and
KPIs”, “Channel strategy”, “Initiatives”, and “Plan of action”.
II. Define and implement your marketing strategy and plan by leveraging our ready-made marketing strategy and plan, which
includes sections such as “Market analysis”, “Competitor analysis”, “Sales analysis”, “SWOT”, “Marketing strategic objectives”,
“Marketing team and budget”, “Digital and traditional marketing levers to reach our strategic objectives”, “Products, prices, and
channels of distribution”, and “Marketing plan”.
III. Define and implement your communication strategy and plan by leveraging our ready-made communication strategy and
plan, which includes sections such as “Communication strategy”, “Background and context ”, “Communication objectives”,
“Approach”, “Communication principles”, “Overarching messages”, “Key stakeholder groups”, “Communication channels”, “Key
dependencies”, “Communication risks”, “High-level communication plan”, and “Detailed communication plan”.
IV. Define and implement your pricing strategy: (1) Increase your background knowledge of pricing , (2) Define the pricing maturity
level of your business, (3) Define your pricing strategy, (4) Make sure you avoid price wars.
V. Carry out a market and competitor analysis to better define your strategy and outperform your competitors.
VI. Understand the product life cycle: (1) Introduction, (2) Growth, (3) Maturity, (4) Decline.
VII. Conduct a stakeholder analysis: (1) List stakeholders who can influence your project or be impacted by it, (2) Segment your key
stakeholders by leveraging our stakeholder analysis matrix in PowerPoint, (3) Define and implement a plan of action for each
stakeholder by leveraging our detailed stakeholder analysis matrix in Excel.
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The Stakeholder Matrix will help you manage your stakeholders
effectively. You’ll see in the next slide another template you may
Stakeholder Matrix prefer.
• Insert the name of the stakeholder group • Insert the name of the stakeholder group
• Insert the name of the stakeholder group • Insert the name of the stakeholder group
High • Insert the name of the stakeholder group • Insert the name of the stakeholder group
• Insert the name of the stakeholder group • Insert the name of the stakeholder group
• Insert the name of the stakeholder group • Insert the name of the stakeholder group
Influence
Monitor and Respond Keep Informed
• Insert the name of the stakeholder group • Insert the name of the stakeholder group
• Insert the name of the stakeholder group • Insert the name of the stakeholder group
Low • Insert the name of the stakeholder group • Insert the name of the stakeholder group
• Insert the name of the stakeholder group • Insert the name of the stakeholder group
• Insert the name of the stakeholder group • Insert the name of the stakeholder group
Low High
Impact
Note: By “Impact”, we mean the extent to which the project will impact this group/person. And by “influence”, we mean the extent to which this group or person’s buy-in is needed to move forward.
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Who must be in contact with the stakeholder group?
Additional Stakeholder Matrix Template Insert Name Insert Name Insert Name Insert Name Insert Name
high
Maintain Confidence Collaborate
Insert Stakeholder Group Insert Stakeholder Group Insert Stakeholder Group Insert Stakeholder Group
name name name name
needed to move forward
Insert Stakeholder Group Insert Stakeholder Group Insert Stakeholder Group Insert Stakeholder Group
name name name name
Influence
Insert Stakeholder Group Insert Stakeholder Group Insert Stakeholder Group Insert Stakeholder Group
name name name name
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In the next slides, you’ll see a small preview of Section IV
I. Define and implement your sales strategy and plan by leveraging our ready-made sales strategy and plan, which includes
sections such as “Market analysis”, “Competitor analysis”, “SWOT”, “Mission and vision statements”, “Sales strategic goals and
KPIs”, “Channel strategy”, “Initiatives”, and “Plan of action”.
II. Define and implement your marketing strategy and plan by leveraging our ready-made marketing strategy and plan, which
includes sections such as “Market analysis”, “Competitor analysis”, “Sales analysis”, “SWOT”, “Marketing strategic objectives”,
“Marketing team and budget”, “Digital and traditional marketing levers to reach our strategic objectives”, “Products, prices, and
channels of distribution”, and “Marketing plan”.
III. Define and implement your communication strategy and plan by leveraging our ready-made communication strategy and
plan, which includes sections such as “Communication strategy”, “Background and context ”, “Communication objectives”,
“Approach”, “Communication principles”, “Overarching messages”, “Key stakeholder groups”, “Communication channels”, “Key
dependencies”, “Communication risks”, “High-level communication plan”, and “Detailed communication plan”.
IV. Define and implement your pricing strategy: (1) Increase your background knowledge of pricing , (2) Define the pricing maturity
level of your business, (3) Define your pricing strategy, (4) Make sure you avoid price wars.
V. Carry out a market and competitor analysis to better define your strategy and outperform your competitors.
VI. Understand the product life cycle: (1) Introduction, (2) Growth, (3) Maturity, (4) Decline.
VII. Conduct a stakeholder analysis: (1) List stakeholders who can influence your project or be impacted by it, (2) Segment your key
stakeholders by leveraging our stakeholder analysis matrix in PowerPoint, (3) Define and implement a plan of action for each
stakeholder by leveraging our detailed stakeholder analysis matrix in Excel.
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Ineffective pricing management will cause many issues
Advanced Leading
Basic Standard
Level 1 2 3 4
Percentage of
20% 70% 10% <1%
Companies
I. Define and implement your sales strategy and plan by leveraging our ready-made sales strategy and plan, which includes
sections such as “Market analysis”, “Competitor analysis”, “SWOT”, “Mission and vision statements”, “Sales strategic goals and
KPIs”, “Channel strategy”, “Initiatives”, and “Plan of action”.
II. Define and implement your marketing strategy and plan by leveraging our ready-made marketing strategy and plan, which
includes sections such as “Market analysis”, “Competitor analysis”, “Sales analysis”, “SWOT”, “Marketing strategic objectives”,
“Marketing team and budget”, “Digital and traditional marketing levers to reach our strategic objectives”, “Products, prices, and
channels of distribution”, and “Marketing plan”.
III. Define and implement your communication strategy and plan by leveraging our ready-made communication strategy and
plan, which includes sections such as “Communication strategy”, “Background and context ”, “Communication objectives”,
“Approach”, “Communication principles”, “Overarching messages”, “Key stakeholder groups”, “Communication channels”, “Key
dependencies”, “Communication risks”, “High-level communication plan”, and “Detailed communication plan”.
IV. Define and implement your pricing strategy: (1) Increase your background knowledge of pricing , (2) Define the pricing maturity
level of your business, (3) Define your pricing strategy, (4) Make sure you avoid price wars.
V. Carry out a market and competitor analysis to better define your strategy and outperform your competitors.
VI. Understand the product life cycle: (1) Introduction, (2) Growth, (3) Maturity, (4) Decline.
VII. Conduct a stakeholder analysis: (1) List stakeholders who can influence your project or be impacted by it, (2) Segment your key
stakeholders by leveraging our stakeholder analysis matrix in PowerPoint, (3) Define and implement a plan of action for each
stakeholder by leveraging our detailed stakeholder analysis matrix in Excel.
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Don’t hesitate to change the categories depending on your situation.
Comprehensive list of our competitors
Replace this text with the key takeaway from this PowerPoint slide
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Compare your competitors on the
most relevant criteria. These will
depend on your industry and what
Zooming in on our top 10 competitors you want to emphasize
Replace this text with the key takeaway from this PowerPoint slide
Insert Competitor Name Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert Competitor Name Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert Competitor Name Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert Competitor Name Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert Competitor Name Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert Competitor Name Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert Competitor Name Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert Competitor Name Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert Competitor Name Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert Competitor Name Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
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Position your competitor with a 2
by 2 or 3 by 3 matrix, using the 2 or
3 most relevant performance
Market share analysis for our top 5 competitors indicators.
Replace this text with the key takeaway from this PowerPoint slide
Insert title
Insert company name
-5
0 10 20 30 40 50 60
Market Share (%)
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In the next slide, you’ll see a small preview of Section VI
I. Define and implement your sales strategy and plan by leveraging our ready-made sales strategy and plan, which includes
sections such as “Market analysis”, “Competitor analysis”, “SWOT”, “Mission and vision statements”, “Sales strategic goals and
KPIs”, “Channel strategy”, “Initiatives”, and “Plan of action”.
II. Define and implement your marketing strategy and plan by leveraging our ready-made marketing strategy and plan, which
includes sections such as “Market analysis”, “Competitor analysis”, “Sales analysis”, “SWOT”, “Marketing strategic objectives”,
“Marketing team and budget”, “Digital and traditional marketing levers to reach our strategic objectives”, “Products, prices, and
channels of distribution”, and “Marketing plan”.
III. Define and implement your communication strategy and plan by leveraging our ready-made communication strategy and
plan, which includes sections such as “Communication strategy”, “Background and context ”, “Communication objectives”,
“Approach”, “Communication principles”, “Overarching messages”, “Key stakeholder groups”, “Communication channels”, “Key
dependencies”, “Communication risks”, “High-level communication plan”, and “Detailed communication plan”.
IV. Define and implement your pricing strategy: (1) Increase your background knowledge of pricing , (2) Define the pricing maturity
level of your business, (3) Define your pricing strategy, (4) Make sure you avoid price wars.
V. Carry out a market and competitor analysis to better define your strategy and outperform your competitors.
VI. Understand the product life cycle: (1) Introduction, (2) Growth, (3) Maturity, (4) Decline.
VII. Conduct a stakeholder analysis: (1) List stakeholders who can influence your project or be impacted by it, (2) Segment your key
stakeholders by leveraging our stakeholder analysis matrix in PowerPoint, (3) Define and implement a plan of action for each
stakeholder by leveraging our detailed stakeholder analysis matrix in Excel.
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Product life cycle
The product life cycle has 4 very clearly defined stages, each with its own characteristics
• The customers who buy • The customers who buy • The customers who buy • The customers who buy products
products in the “Introduction” products in the “Growth” products in the “Maturity” in the “Decline” phase are called
phase are called “Innovators” phase are called “Early phase are called “Early “Late majority”
• These people buy new adopters” majority” • These people are often
products with the belief that, • These people are often • These people are often considered to be conservative,
sooner or later, these new considered to be visionaries considered to be pragmatists, very price sensitive, skeptical,
products will significantly or revolutionaries, who want who will only adopt a new and demanding
improve our lives to use the discontinuity of any product once it has a proven • They represent 34% of the
• They are also known as innovation to break from the track record market
technology enthusiasts, or past into a new future • They represent 34% of the
“techies” • They represent 13.5% of the market
• They represent 2.5% of the market
SALES
market
PRODUCT
EXTENSION
I. Define and implement your sales strategy and plan by leveraging our ready-made sales strategy and plan, which includes
sections such as “Market analysis”, “Competitor analysis”, “SWOT”, “Mission and vision statements”, “Sales strategic goals and
KPIs”, “Channel strategy”, “Initiatives”, and “Plan of action”.
II. Define and implement your marketing strategy and plan by leveraging our ready-made marketing strategy and plan, which
includes sections such as “Market analysis”, “Competitor analysis”, “Sales analysis”, “SWOT”, “Marketing strategic objectives”,
“Marketing team and budget”, “Digital and traditional marketing levers to reach our strategic objectives”, “Products, prices, and
channels of distribution”, and “Marketing plan”.
III. Define and implement your communication strategy and plan by leveraging our ready-made communication strategy and
plan, which includes sections such as “Communication strategy”, “Background and context ”, “Communication objectives”,
“Approach”, “Communication principles”, “Overarching messages”, “Key stakeholder groups”, “Communication channels”, “Key
dependencies”, “Communication risks”, “High-level communication plan”, and “Detailed communication plan”.
IV. Define and implement your pricing strategy: (1) Increase your background knowledge of pricing , (2) Define the pricing maturity
level of your business, (3) Define your pricing strategy, (4) Make sure you avoid price wars.
V. Carry out a market and competitor analysis to better define your strategy and outperform your competitors.
VI. Understand the product life cycle: (1) Introduction, (2) Growth, (3) Maturity, (4) Decline.
VII. Conduct a stakeholder analysis: (1) List stakeholders who can influence your project or be impacted by it, (2) Segment your key
stakeholders by leveraging our stakeholder analysis matrix in PowerPoint, (3) Define and implement a plan of action for each
stakeholder by leveraging our detailed stakeholder analysis matrix in Excel.
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Why should you undertake a stakeholder analysis for your project (or job)?
There are 5 key benefits of conducting a stakeholder analysis for your project (or job):
2. To get more resources (i.e., people, time or money) by engaging with influential
stakeholders
3. To increase the quality of your project by receiving input from stakeholders with high
expertise
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Structure of the Toolkit
The Sales, Marketing and Communication Strategy Toolkit includes 260 PowerPointslides, 20 Excel sheets and 7 minutes
of Video training categorized into 8 folders that you can download on your device immediately after your purchase.
+ +
260 editable Powerpoint slides* 20 editable Excel sheets* 7-min Video training
1 2 3 4 5 6 7 8
Overview and Sales Strategy & Marketing Strategy & Communication Pricing Market & Competitor Product Life Stakeholder
approach Plan Plan Strategy & Plan Strategies Analysis Cycle Analysis
*Please note that the number of PowerPoint slides and Excel sheets listed is the number of unique slides and sheets. For example, a PowerPoint slide
that has been duplicated to facilitate our clients’ understanding only counts for 1 slide.
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Key Benefits of our Management Consulting Toolkits
Improve the growth & efficiency Make a great investment for your Get a competitive advantage. It’s
of your organization by leveraging career & organization. It cost us like hiring Management Consultants
Management Consulting Toolkits US$8M+ over the past 10 years to to create all the practical
created by ex-McKinsey, Deloitte & create all our Toolkits. Get them for Frameworks, Tools & Templates you
BCG Consultants. a fraction of this cost. need.
Get the job done quicker and Don't reinvent the wheel. We have
Improve the capabilities of your
never start from scratch again with already worked 30,000+ hours over
organization by learning how the
our ready-made and fully editable the past 10 years to create all the
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Frameworks, Tools & Templates in Management Consulting Toolkits
Firms do it.
Powerpoint & Excel. you need.
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Reviews imported from Facebooks, Amazon and Klaviyo
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