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Close more sales or get your marketing messages in front of the right people. From seasoned sales teams looking for an edge to small business owners who need dynamic marketing plans, Sales and Marketing Pro is the solution to help you grow your business like crazy!

Create marketing plans that work

A good marketing strategy is a must. Craft a winning marketing plan to focus your efforts, implement your ideas, and track your results.

Plan with a pro by your side

Expert advice is built into Sales and Marketing Pro, to guide you through crafting your plans and putting your campaigns into motion

Find new customers

Great marketing is more than ideas. It’s about getting the right message in front of the right people at the right time. And it’s easier than you think.

Plan your sales strategy

Track your key accounts, figure out how to turn leads into customers, and even forecast your commissions with professional sales planning and management tools.

Forecast for success

Sales forecasting and budgeting doesn’t have to be a chore. With great sales and marketing plan software, it’s easy to create projections and budgets and track your performance.

Wow your audience

Sometimes you have to *sell* your plan to your team. With Sales and Marketing Pro, you’ll create impressive presentations that will win their support.


Close more sales or get your marketing messages in front of the right people. From seasoned sales teams looking for an edge to small business owners who need dynamic marketing plans, Sales and Marketing Pro is the solution to help you grow your business like crazy!


Recommended By


Marketing Plan Pro* simplifies the process of building supporting documentation for your marketing agenda. Charts, tables, and the plan’s format help you to visualize methods for attaining your goals

Inc.com
Clever marketing ideas galore and lots of contrarian thinking on what works and what doesn’t.

Forbes Magazine
Practical and easy to use. This is not your corporate marketing plan. It is intuitive and uses your natural entrepreneurial thinking. This makes it very easy and quick to fill out.

Barbara Steinberg
We used Sales and Marketing Pro to build and enhance our sales and marketing strategy. Palo Alto Software has helped us create and organize a successful brand that is poised for growth

Small Business Trends
For business owners and marketing managers, this product is the simplest way to create a marketing plan that will improve the profitability, awareness and long-term stability of your business

Accounting Today
The most comprehensive, easy to understand marketing plan method/software combination I have come across. A+ for user friendliness and usefulness!

Websitemarketingplan.com

The expert guidance you need is built right in

Marketing Pro was created by the experts at ZNet in partnership with sales and marketing guru John Jantsch. At every step, you get expert advice and guidance that you can trust

Instructions & examples at every step

At every step, detailed instructions and examples from actual sales plans and marketing plans are included. Create your goals and and translate them into action plans with an expert by your side every step of the way.

Sales and Marketing Pro also includes exclusive guides to social media marketing and search engine marketing. You'll learn from experts how to put the power of the Internet to work for your business.

Complete sample marketing plans

A complete collection of real marketing plans is included so you can see how other businesses have done it. Writers block is a thing of the past with a complete library of plans to draw inspiration from.

Extend and customize your plan

If you need additional flexibility and customization in your marketing plan, you're in luck. You have complete control over what's included your marketing plan and your sales plan. Need additional spreadsheets? Simply add them to your plan outline. You can even import them from Excel. Sales and Marketing Pro includes many customization features that impress even the most advanced planners!

Create marketing plans and strategies to grow your business

Marketing Pro helps you design your marketing plan and sales strategy from beginning to end. It is powered by the Duct Tape marketing system which has been called the "world's most practical small business marketing guide" and has been praised by experts like Entrepreneur Magazine and Harvard Business School.

Focus on your ideal customer

Knowing who to target, and how, is half the battle. The other half is retaining customers and turning them into repeat business. Sales and Marketing Pro helps you learn to narrow your market focus to better attract the people most likely to become, and to remain, your customers.

Create a marketing plan that gets results

Map out your marketing activities with clear milestones and track key tasks throughout the year. Sales and Marketing Pro is all about creating a marketing plan that gives your business something to aim towards, not a static document that just sits in a drawer. Your marketing vision will help you identify your goals and measure your progress against them

Build your core messaging

Marketing Pro will help you find and occupy a position that your market values. From there, you can easily communicate to your customers with consistent branding and messages.

Use Marketing Pro to build a training program for your employees. Define how your marketing strategy will be implemented and then make sure everyone in your company is moving in the same direction and giving the right message to your potential customers.

Create magnificent marketing materials

Let your marketing materials do your selling for you. Sales and Marketing Pro will guide you through the process to create materials that provide an education for your customers, an education that compels them to buy.

Plan and schedule marketing activities

Create a marketing calendar, including milestones, so you can plan your campaigns, take action, and track your progress.

Sales forecasting and budgeting with no MBA required

Creating sales forecasts and marketing budgets doesn't have to be a chore. Sales and Marketing Pro makes it easy to create your budgets and then easily track your performance month-by-month as you meet and exceed your targets.

Everything you need for complete budgeting and forecasting

Everything experts expect in a great sales and marketing plan is included in Sales and Marketing Pro. From sales forecasts to marketing expense budgets and commission tracking, we've got you covered. You'll always have complete and impressive plans that will wow any audience, guaranteed.

Automatic Charts and Graphs

Color charts are automatically generated from your forecasts to create great visuals for your plans. And you can customize them easily, so your charts will look just how you want them to look: change colors, headings, convert from 2D to 3D, and much more. You have complete control over the look of your plans

Understand your numbers and track your performance

Plans are nothing without great execution. Sales and Marketing Plan Pro makes it simple to keep you plan up to date and measure your actual performance against your plan.

Easy to use tools let you compare your actual sales and expenses to your marketing goals and make sure you stay on track with your business growth plans.

Professional sales planning & management you can implement today

If you sell for a living, you're always looking for an edge. An impressive sales plan will wow any boss and make sure you achieve your goals. Sales and Marketing Pro includes the tools you need to track your leads and close more sales.

Simple sales planning for sales professionals

You don't need to be an MBA or accountant to project your sales and expenses. It's easy to create your sales plan with Sales and Marketing Pro. Use it to track your progress, measure results, and set the standard for the growth of your business.

Plus, create a competitive analysis so you can measure where you stand and make sure you stay ahead.

Forecast commissions

Forecasting commissions helps you focus on the deals that matter and helps business owners understand the expenses that come along with sales success. Sales and Marketing Pro includes the forecasting tools you need to understand commissions and how they impact the bottom line.

Track key accounts

A good sales plan includes key account tracking and forecasting. Sales and Marketing Pro makes it easy to keep tabs on your most important accounts and manage their progress.

Draft your sales pitch

You can get all the sales leads you want, but without a compelling sales pitch those leads are worthless. Sales and Marketing Pro will help you develop a sales plan that includes a finely tuned pitch. Use your sales plan to train new sales people and get them up to speed and producing quickly.

Manage and track your results

A good sales plan is more than just a document to get your team on the same page. It's a tool you use to track your performance month-to-month and year-to-year. Sales and Marketing Pro includes plan vs. actual performance tracking so you can stay on top of your key numbers and ensure that you exceed your goals.

Contact management software included

Your relationships with your customers and colleagues are what drive your business forward, shape your product, and ultimately determine your success. But you can't remember everything about everyone. Even if you could, your staff needs all that information too.

So be smarter about your business by tracking your business, personal, and social networking contacts and communications with Batchbook. Sales and Marketing Pro includes six free months of the leading contact management software.

Find customers & grow your business with a complete marketing toolbox

How will you find your next customers? Sales and Marketing Pro will create a lead generation plan to turn a "suspect" (a member of your target market) into a "prospect" (someone who wants what you have to offer). All the tools you need to convert your ideal customers into buyers through advertising, referral marketing, partners, PR, and many other lead sources are included.

Put the power of social media to work for you

With all the talk surrounding social media marketing, it can be tough to figure out how to harness the medium to help your business.

From creating a blog, to Facebook, Twitter, YouTube and beyond, there are so many networks and so many uses, you could spend weeks trying to figure it all out.

The SoMe guide (Social Media Guide) in Sales and Marketing Pro provides an overview, links, and tons of advice to get going with social media tools and sites. Everything you need to know is in one easy-to-read guide.

Reach your customers

Knowing who to target, and how, is half the battle. The other half is retaining customers and turning them into repeat business. Sales and Marketing Pro helps you learn to narrow your market focus to better attract the people most likely to become, and to remain, your customers.

Press Release Service Included

To draw attention to your business fast, and turn that attention into revenue even faster, you need to be where your prospects are looking: the Web.

PRWeb online news releases get you attention by improving your search ranking, getting your business on premium news sites, and placing your news where people look online. Sales and Marketing Pro users get one free Advanced Online News Release from PRWeb.

Make email work for you

Whether you have newsletters to send, or want to tell your clients about a big sale or new service, email is the most direct and cost-effective way of reaching your audience.

But email marketing isn't always a matter of just writing a message and hitting send. VerticalResponse makes it easy and affordable to create eye-catching and professional emails that drive sales and help build customer loyalty. Send 1,000 free emails, thanks to a special partnership between VerticalResponse and Sales and Marketing Pro.

Show off your great ideas with impressive presentations

A great sales and marketing plan is more than just the plan document. It's a tool that you will use to share your vision with your team and get everyone on the same page. If you need to sell your ideas and convince your audience, a plan created with Sales and Marketing Pro creates a compelling case for action.

Impress your audience

Sales and Marketing Pro produces professional documents that are automatically collated and organized for you, including a cover sheet, table of contents, and appendices for financial projections. Charts, graphs, and budgets are automatically integrated so you can focus on perfecting your strategy instead of fussing with formatting.

Automatic Charts and Graphs

Charts are automatically generated so your marketing plan looks impressive from start to finish. Sales and Marketing Pro will create Sales, Expense, Channel Forecast, Competitive Analysis and almost two dozen additional charts, in full color!

You can add to the visual impact of your marketing plan by importing your own logos and images. Copy text, data, charts, and more from Word and Excel. No other marketing tool gives you this level of flexibility and creativity in creating your plan.

Export to PowerPoint, Word, and more

In addition to being able to print your plan directly from Sales and Marketing Pro, you can export it easily to Microsoft Word, Excel, PowerPoint, or Adobe PDF so that you can share and distribute your plan in the format that works best for you. We even include PowerPoint templates that you can use to create a presentation that will impress your colleagues when you present your plan.

Craft as many plans as you need

Marketing and sales management is an ongoing effort. With Sales and Marketing Pro, you can create as many marketing plans and sales plans as your imagination will allow. Draft several options to show to your colleagues, or prepare marketing campaigns for numerous projects or products.

Share your plans online

Get your coworkers involved in the planning process by sharing your plan securely online for review and comment. Publish your plan directly to a free, password-protected website provided by Palo Alto Software. Use this feature to share your plan with colleagues or to get feedback from other plan contributors.

Only people you invite can access your plan. You can monitor who reads it, and when, with built-in usage logging. You can even give invitees permission to download your plan as a read-only document, or remove permission to view the plan entirely.

Hundreds of dollars in valuable extras

Sales and Marketing Pro doesn't just help you create great plans, it provides the tools you need to execute you strategies and succeed in your market. Everything you need is included:

Make appointment setting a breeze

The days of assistants handling all your appointment scheduling with a schedule book are long gone. You need a more efficient way to manage this important task.

The three-month Appointment-Plus membership included with Sales and Marketing Pro lets your customers book their own appointments online. It's easy for them and easy for you.

Present professional printed materials

So much is focused on what's happening online these days, but a real-life presence is just as important. The people you meet need to know who you are, what you do, and how to get in touch with you.

That's why you need high quality printed reminders of you and your business. Choose from 250 free business cards, 100 free marketing postcards, 25 free brochures, a free lawn sign, and more. Vistaprint provides Sales and Marketing Pro customers with savings not available anywhere else.

Launch your email marketing campaign

Whether you have newsletters to send, or want to tell your clients about a big sale or new service, email is the most direct and cost-effective way of reaching your audience.

But email marketing isn't always a matter of just writing a message and hitting send. VerticalResponse makes it easy and affordable to create eye-catching and professional emails that drive sales and help build customer loyalty. Sales and Marketing Pro users get their first 1,000 emails free!

Manage your email better

One way to impress your clients and customers is to respond to their emails quickly. But, if you're like most busy professionals, your inbox sometimes gets neglected.

Email Center Pro makes it easy to boost your response time and get the right answers to your customers, every time. With the free three-month subscription (for up to five users),included with Sales and Marketing Pro, you'll discover how to handle more email, more efficiently. Make email a team effort with easy collaboration, and use powerful analytics to measure results, with Email Center Pro.

Spread the word about your business

To draw attention to your business fast, and turn that attention into revenue even faster, you need to be where your prospects are looking: the Web.

PRWeb online news releases get you attention by improving your search ranking, getting your business on premium news sites, and placing your news where people look online. Includes one Advanced Online News Release from PRWeb.

Jumpstart your marketing plan

Maximize your investment in your marketing plan with the 30-day JumpStart program exclusively for Sales and Marketing Pro users.

Personal help before, during and after your planning!

The only thing easier than creating an action-oriented marketing plan in Sales and Marketing Pro is collaborating on it with your own personal marketing consultant.

When you buy the 30-day JumpStart service, you get two one-on-one sessions with one of John Jantsch's highly regarded Duct Tape Marketing Authorized Consultants. Your consultant will help you get started, give you direction as you create your plan, and provide feedback to help ensure your success.

This service is available exclusively to users of our best-selling marketing software, Sales and Marketing Pro.

Timely help as you write your plan

During the 30 days that you are working on your action plan, you get unlimited email support from your consultant to answer questions and provide practical advice. You're never left on your own, your consultant is always just an email away.

Get detailed feedback on your plan

After 30 days, when your plan is complete, you will have a 90-minute session to discuss it with your consultant and get detailed feedback and suggestions on how to make it the best action plan for your business.

Enroll now to get started!

Get started on your JumpStart today, and 30 days from now you can be actively growing your business with innovative marketing ideas!

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