Sample Plan of Action

Following is a sample partner marketing plan of action for the first three months of the year. This is similar to the basic plan of action you would submit as part of Gold or Platinum authorization. You can download a PDF of possible reseller promotions here (PDF format): Reseller Promotions Pick List. You can view sample promotional templates HERE.




JanuaryLunch-n-LearnE-mail all existing clients. Provide lunch. Follow-up with business call for development assistance or software sales.
FebruaryDirect Mail campaignGet mailing list for region from cor dna. Determine theme and modify existing cor dna postcard template. Mail to accounts. Follow up for appointments and potential close.
MarchEvent. Attend local trade show for SaaSMAXRegional event is in my town. Get supplies from cor dna. Get MDF approval for help if applicable. Attend the event. Report leads and follow-up to close.