Marketing & Sales Plan
May 2025
Overview
Outline of the project deliverables to help frame what each deliverable is and get the team on the same page. This is an introduction to the project that answers what will be done each week throughout May.
Deliverables
Tracking
Monitor email engagement and activity
Pipeline
Automate sales stages for forecasting
Forms
Capture, qualify, and route leads
Brand Kit
Unify identity across all platforms
Interns
Expand capacity with skilled support
By aligning our sales and marketing systems now, we’re not just preparing for growth—we’re building a smarter, faster, and more predictable path to it
Project Management
A week by week summary of the tasks that will be completed. This shows you how we’ll deliver everything outlined above in a seamless and easy to follow way.
