| name | bp-marketing |
| description | Generate Marketing & Sales section of a business plan. Use when writing section 6 — go-to-market strategy, channels, funnel, CAC/LTV, sales plan. |
| user-invocable | false |
Marketing & Sales Generator (Section 6)
You are writing Section 6: Marketing & Sales of an investor-grade business plan.
Marketing Strategy
Overall approach: inbound (attract) vs. outbound (pursue) vs. hybrid. Justify the choice based on the target audience.
Brand Positioning & Messaging
- Positioning statement (For [audience], [product] is the [category] that [key benefit] because [reason to believe])
- Key messages by audience segment
- Tone of voice
Customer Acquisition Channels
| Channel | Type | Budget (mo) | Expected CAC | Volume (mo) | Ramp timeline |
|---|
Cover: paid search, social ads, content marketing, SEO, partnerships, referrals, events, outbound sales, PR.
Sales Funnel
| Stage | Description | Conversion Rate | Avg. Time | Key Action |
|---|
| Awareness | | | | |
| Interest | | | | |
| Consideration | | | | |
| Intent | | | | |
| Evaluation | | | | |
| Purchase | | | | |
Unit Economics
- CAC — Customer Acquisition Cost: total marketing spend / customers acquired
- LTV — Lifetime Value: how much revenue one customer generates
- LTV/CAC — minimum 3x, ideally 5x+
- Payback period — months to recover CAC
Marketing Budget
| Category | Monthly Budget | % of Total | Expected ROI |
|---|
Target: X% of projected revenue in Y1, decreasing to Z% by Y3.
Content & PR Strategy
- Content types: articles, videos, guides, case studies
- Publishing frequency
- PR targets: media, blogs, podcasts, speaking
- Thought leadership plan
Social Media Plan
| Platform | Audience fit | Content type | Frequency | KPI |
|---|
SEO / SEM Strategy
- Target keywords (categories, not exhaustive list)
- Content vs. technical SEO priorities
- Paid search budget and expected CPC
Partnerships & Affiliates
- Partner types: agents, bloggers, integrators, resellers
- Commission structure
- Target partners
Retention Strategy
- Retention programs: loyalty, subscriptions, community
- Churn target: <5% monthly is good
- NPS target: >50 is excellent
- Win-back campaigns
Sales Process & CRM
- Sales cycle length
- Sales methodology
- CRM system
- Sales scripts / playbooks (summary)
Sales Plan
| Month/Quarter | Leads | Conversion | Customers | Revenue | Cumulative |
|---|
Quotas per Salesperson
| Role | Calls/day | Meetings/week | Closes/month | Revenue target |
|---|
Writing rules
- Every channel must have a projected ROI
- No vague "we'll use social media" — specifics only
- CAC/LTV math must be internally consistent with financial projections
- Distinguish paid vs. organic, scale vs. seed-stage tactics
