Planning for success is not a simple. In fact, establishing a plan of action for your agency is a multi-part plan.
First, to create an action plan you need to know what your agency is missing. Why, for example, your firm may not be growing and expanding at a rate that you envisioned. To do this, you will need to take a hard look at your existing marketing efforts.
Second, once you have found the part of your marketing campaign that is not working, you will need to do research on other available marketing campaigns. For example, if your goal is to sell health insurance to at least 200 policies in two months, how are you going to do that? Are you going to run a marketing campaign? A direct mail campaign? Newspaper ads? Radio? TV? Presentations? Networking? Or a combination of some or all of the above?
Once you research available marketing campaign you will need to begin the process of testing. To find the best marketing campaign that will ensure that your agency meets its goals, you will need to test each of your marketing choices one at a time.
Not having a plan of action in place, a backup plan and a quality product will slow down your ability to be successful. Therefore, following a marketing action plan will allow your agency to achieve its growth goals.