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Business Development Checklist

The following list is a logical extension of the "Marketing Mix" pyramid. It is not meant to be an inclusive list for every vertical market and industry; it is to stimulate the background thought process behind strategic business development activities.

The best way to utilize this resource is to think of internal and external sources for these activities, then allocate monetary and labor resources to accomplish your objectives. When plotted against an annual budget model, you can then revise your allocations to meet your monetary budget and establish tactical action steps to complete.

  Strategic Planning
  • Marketing Expenses

  • Marketing Plan

  • Revenue Goals

  • Historic Trends

  • Sales Action Plans

  • Industry Review

  • Staffing Guidelines

  • Policies and Procedures

      • VAR's (Value Added Resellers)

  Competitive Review
    • Pricing
    • Market Share
    • Key Clients
    • Positioning
    • S.W.O.T.
    • Literature; Strength of MarCom

  Direct Sales, Telesales
    • Skills Assessment
    • Skills Training
    • Establishing Quotas
      • Call Activity
      • Booking Pace
    • Account Management
      • Territories
      • Vertical Markets and Segments
      • Account Insulation
      • Planning
      • Scripting
    • Administration
    • Reporting
   Telemarketing, "Building The Pipe"
    • Scripting
    • Target List Aquisition
    • Call Goals
    • Account Transfer Procedures
    • Administration
    • Reporting
   Web Site (Active & Passive)
    • Register Domain Name
    • Establish Communications Goals
    • Site Mapping, or Architecture
    • Vendor Review & Selection
    • Production Review, Graphics & Layout
    • Select Internet Service Provider
    • Measurement of Results
   Establishing Corporate Identity
    • Logo
    • Stationery, Business Cards
    • Corporate Brochures
    • Broadsides
    • Catalogs
    • Data Sheets
    • White Papers
    • Evaluate Need for Toll-Free Service
    Direct Mail
    • Message Vehicles
      • Newsletters
      • Personalized Form Letters
      • Postcards
      • Product Updates
      • New Releases
    • Mail House Evaluation
    • Mass Market Territory Mailers
    • List Management
      • Direct Sales & A/R Databases
      • List Brokers
      • Web Database
    • Fax Blast Management
    • E-mail Scheduling (to Nicknames/BCC Only)
    • Direct Response Cards
   Advertising/Promotions
    • Advertising by Segment Goals & History
      • Print Newspapers
      • Magazines
      • Trade Publications & Associations Directories & Registries
      • Yellow Pages
      • Internet Banner Ads
      • Airport Diaramas
      • Billboards & Signage
      • Fleet Vehicle Signage
      • Trade Shows- Booth Design, Placement, Giveaways
      • Production & Placement Considerations
    • Design, Layout, Media Placement
    • Photoshoot Coordination
   Public Relations
    • Corporate Fact Sheet
    • Executive Profiles (Bio's)
    • Press List Aquisition
    • Release Submission Schedule
    • Key Contact Follow Up

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