Be sure you haven't missed any of the ideas suggested in Client-Focused Marketing. These checklists will help you to easily audit your Market Strategy and Action Plan & Implementation Schedule with our ever-growing list of Market Planning Ideas and other resources.

Leveraging Technology Checklist

Contact Manager Software
1.		# of Users	10.		Static Filtering
2.		Price	11.		Dynamic Filtering
3.		# of Records	12.		Telemarketing Scripts
4.		History	13.		Web Form Integration
5.		Basic Training Required @ $125/hr	14.		Automated Tasks
6.		Document Linking	15.		Repetitive Tasks
7.		Custom Fields	16.		PDA Sync
8.		Reporting	17.		Sync
9.		E-Mailing	18.		Library
19.		If you already have some or all of these functions, do you and your staff know how to use them effectively and efficiently?

Adobe Acrobat
1.		Do you at least have Adobe Acrobat Reader? This allows you to read .PDF file formats that are now commonly used in business.
2.		Do you have Adobe Acrobat? This allows you to create PDF files from various other software programs, specifically, WORD and EXCEL.

Internet
1.		Do you have a stand-alone Web site?
2.		Do you have a Web presence through a corporate site (brochure)?
3.		Do you integrate your Web site with other marketing, including technology and traditional marketing initiatives?
4.		Do you have an e-mail newsletter (e-newsletter)?
5.		Do you encourage clients and prospects to visit your Web site, sign up for your e-newsletter and attend events, including seminars and client appreciation events through these mediums?
6.		Do you use e-mail to communicate administrative correspondence and less important information instead of phone calls, voice messages and other time-consuming, interruption-oriented methods?
7.		Do you promote your Internet campaigns through traditional media, as well?
8.		Are your Internet initiatives promoted in all of your marketing?

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Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.

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