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Prob Planner

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Below you’ll find your complete marketing plan built specifically for YOUR business using the same framework that's helped over 1 million entrepreneurs worldwide.

What to do next:

  1. Review your plan (scroll down)
  2. Save this link (For your records)
  3. Execute it (start with ONE section)

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Before
(Prospect)

1. My Target Market

Primary Target Market Summary

  • Prob Planner targets small to medium business owners who need to streamline their project completion process.

Audience Type

  • B2B
  • Mainly small to medium-sized businesses

Industries (if B2B)

  • Broad industry scope: Any businesses managing complex projects

Needs – Primary Buying Considerations

  • Need for an efficient project planning tool
  • Value for accurate completion dates and risk assessment

Demographics

  • Business Size: Small to Medium Enterprises (SMEs)

Psychographics

  • Value: Efficiency, precision, and risk reduction in project planning
  • Pain Points: Inaccurate project completion dates, high-cost errors
  • Buying Behavior: Interested in technical solutions to improve project efficiency
  • Decision-Making Roles:
  • Primary Decision Maker: Business owners
  • Secondary Decision Influencers: Project managers, Team Leaders
  • Support Roles: Other team members

2. My Message to My Target Audience

Refined Elevator Pitch

  • Prob Planner provides SMB owners with enhanced project completion oversight through a unique, comprehensive risk and timeline estimation tool, so they can operate with confidence and efficiency.

Understanding Their Pain Points

  • Inability to accurately predict project completion dates
  • Struggling with managing and mitigating project risk
  • High cost due to missed deadlines and errors

Transformation

  • Accurate project timelines and risk profiles
  • Confidence and peace of mind in project management
  • Reduced costs and increased efficiency post-purchase

Unique Selling Proposition (USP)

  • Combines top project estimation methodologies in one tool
  • Solves complex project planning problems quickly
  • Superior to competitors due to simplicity and efficacy

Brand Values & One-Liners

  • Your shield against project risks
  • One tool, multiple methodologies
  • Empowering SMBs with precision planning

Tone

  • Confident, clear, and empowering. We want our customers to feel that they can trust our tools to handle difficult and complex project planning with ease. We promise transparency, truth, and effectiveness.

Hero Text Idea

  • Flag Text: Project Oversight for Canada
  • Main Headline: Master Your Project Completion Dates
  • Sub Headline: Prob Planner combines top-notch methodologies to bring timely, accurate, and cost-effective project planning to your SMB in minutes.
  • CTA: Start Your Free Trial Today

3. The Media I Will Use to Reach my Target Market

Website

  • Fine-tune positioning and UI to appeal to SMB owners.
  • Maintain and update website with Custom Code.
  • Track leads, trial signups, and conversions.
  • Focus on desktop users due to B2B nature.

Social Media

  • LinkedIn for networking and content sharing.
  • Twitter for industry news and updates.
  • Post 3x weekly with emphasis on product updates and user testimonials.

Paid Advertising

  • LinkedIn Ads targeting Canadian SMBs.
  • Google Search Ads targeting project management keywords.

Content Recommendations

  • Case studies highlighting successful project outcomes.
  • Blog posts on project management best practices.

Podcasts

  • Seek guest spots on industry podcasts like Project Management Podcast and the DPM Podcast.

Directories

  • Get listed on B2B directories like G2 and Capterra.

Publications

  • Pursue features in Canadian Business, TechToronto, and other relevant trade magazines.

Partnerships & Outreach

  • Partner with project management consultants for mutual promotion.
  • Network at industry events .

SEO and Content

  • Implement SEO strategy centered on project management related keywords.

Offline and Local Media

  • Sponsor local startup and tech events in major Canadian cities.

Online Events

  • Host webinars to educate audience about project management and risk mitigation.
  • Participate in virtual roundtables and panels related to project management.

Online Networking - Join relevant LinkedIn groups like the Project Management Community and Digital Project Managers.

Cold Outreach

  • Use LinkedIn to directly reach out to SMB owners in Canada.
During
(Lead)

1. My Lead Capture System

Lead Magnet

  • Comprehensive Guide to Project Risk Mitigation
  • How-to Guide: Accurate Project Duration Estimation
  • Interactive Project Completion Predictor

Tripwire Offer

  • 14-Day Mini-Subscription for Full Feature Access
  • Special Limited Access: Premium Features

Welcome Sequence

  • Welcome Email introducing Prob Planner and its benefits
  • Activation Email with a link to video tutorials
  • A series of emails providing project planning tips

Segmentation

  • Segment based on the user behavior within the tool
  • Separate active users from free trial members
  • Identify high-engagement users for upselling opportunities

Chatbot and Automation

  • Implement a chatbot to provide Quick Tour
  • Automated responses for FAQ
  • Personalized chatbot conversations based on the user's activity on the site

2. My Lead Nurturing System

Marketing CRM

  • Recommended platform: HubSpot Free CRM
  • Automation capabilities: Email automation, tracking website visitors, form creation
  • Recommended improvements: Moving to a paid plan for expanded automation.

Sales CRM

  • Recommended platform: HubSpot CRM for its sales and marketing synergy
  • Pipeline tracking: HubSpot’s deal pipelines
  • Recommended upgrades: Use HubSpot's paid features for advanced automation and reporting

Automated Follow-Ups

  • Types of automations: Post-opt-in welcome sequence, free trial expiration reminder
  • Frequency or triggers: Immediate follow-up after subscription, alerts two days before trial expiration

Newsletter

  • Frequency: Bi-weekly
  • Topics or content pillars: Project management best practices, success stories
  • Segmentation: Based on trial use, subscription status

Retargeting & Ads

  • Platforms and goals: Google display remarketing for website visitors

Social Media and Content

  • Posting frequency: Thrice a week on LinkedIn and Twitter
  • Content type: Product updates, testimonials

Webinars and Events

  • Suggested cadence: Monthly webinars on project management

Other Nurture Channels

  • Use a chatbot tool like Chatfuel for website engagement
  • SMS notifications (using a service like Twilio) for important updates

3. Sales Conversion Strategy

Sales Process

  • Implement a step-by-step sales funnel
  • Use CRM software to track sales process
  • Automate follow-ups with potential customers

Sales Assets

  • Develop compelling sales scripts focusing on pain points
  • Use personalized proposals to engage leads
  • Create a pitch deck showcasing product benefits

Testimonials and Case Studies

  • Collect testimonials during free trial
  • Use testimonials on website and sales materials
  • Develop case studies of successful projects

Conversion Rate Insights

  • Measure conversion rate through website analytics
  • Set goal to improve conversion rate by 10%

Urgency and Offers

  • Use free trial to create urgency
  • Send discount offers for immediate subscription after trial

Guarantees and Risk Reversal

  • Offer 100% money-back guarantee for first month
  • Reinforce risk reversal in sales scripts

Shock and Awe

  • Send personalized thank you emails post-purchase
  • Offer discount on next subscription as loyal customer reward
After
(Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

  • Deliver a personalized welcome email with tool overview and quick start guide.
  • Automate an email sequence to guide users through first week of use.
  • User-directed pace through tool setup and capabilities.

Communication Cadence

  • Weekly usage summary emails with tips for optimization.
  • Monthly comprehensive progress reports.
  • Occasional calls and surveys for understanding user experience.

Client Education

  • Comprehensive online knowledge hub with tutorials and FAQs.
  • Video demos for different features on YouTube Channel.
  • Webinars on how to best use the tool for different industries.

Personalized Touches

  • Acknowledge customer's first successful project completion with a congratulatory email.
  • Recognition of customer anniversaries with short, appreciative message.
  • Occasional personalized tips based on user's tool usage patterns.

Visuals and Documentation

  • Provide clear before-after reports for project planning efficiency.
  • Periodic visualization of customer's progress and improvements.
  • Shareable reports to help users demonstrate value to their teams.

Feedback and Proactive Support

  • Regular customer satisfaction surveys.
  • Offer live chat and email support with standard response time under 24 hours.
  • Feedback incorporated in roadmap updates shared with users.

Guarantee or Promise

  • 30-day no-questions-asked money back guarantee.
  • Promise of continuous improvement and regular feature updates.

Operational Excellence

  • Maintain a 99.9% uptime guarantee, clearly communicated to users.
  • Respect user’s time with efficient and succinct communication.
  • Ensure consistency in all customer interactions.

2. How I Increase Customer Lifetime Value

Renewals & Contracts

  • Incentivize long-term commitment with discounted annual contracts
  • Automated renewal reminders with incentives for opting in

Upsells & Cross-Sells

  • Develop advanced features as upsell opportunities
  • Offer add-on consulting or support services for complex projects

Bundling & Packaging

  • Bundle consulting services with software for premium package
  • Offer tiered service packages to cater to various business sizes and needs

Loyalty & Retention Programs

  • Introduce a points-based loyalty program for renewals or referrals
  • Loyalty rewards could be redeemed for additional features or services

Custom Services and Personalization

  • Personalized tutorials or onboarding based on client's project type
  • White-glove support for premier package customers

Pricing Strategy

  • Value-based pricing aligning with the cost savings from using our tool
  • Loyalty or volume discounts for larger or loyal customers

Customer Data and Insights

  • Implement a basic CRM system to track customer behavior & churn
  • Periodically survey customers about their needs to uncover upselling or improvement opportunities

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

  • Offer free one-month service for each successful referral
  • Gift referees a 20% discount on their first subscription

Shareable Assets

  • Create simple, visually appealing social media posts showcasing the tool's benefits
  • Develop an email template with a built-in referral code for easy sharing

Timing and Triggers

  • Trigger referral requests after customer’s successful project completion
  • Automate the referral request system, timing it with the delivery of project reports

Client Success Stories

  • Collect customer testimonials focused on project success and cost-effectiveness
  • Share success stories on website and social media to foster credibility and referrals

Referral Contests

  • Run a quarterly 'Refer and Win' contest rewarding top referrers with exclusive features

Partner or Affiliate Programs

  • Setup a simple affiliate program offering a percentage of referred customers’ subscription fees

Thank-You Experience

  • Send a personalized thank-you email, recognizing the customer’s contribution to business growth
  • Showcase top referrers in a 'Referrals Hall of Fame' on your website

Take Your Marketing Plan to the Next Level

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