Ohio National Financial Services, Unit XIII: Client-Focused Marketing

Market Planning Worksheet

Competitor Information

Name (National/Local): ________________________

Address/Phone/E-mail/Web Info: _______________

Key Managers:

Name
___________________
___________________
___________________
___________________
Title
_____________________
_____________________
_____________________
_____________________

Reputation/Image: ___________________________

How Compensated: __________________________

Primary Markets:

___________________________________________

Major Clients:

___________________________________________

Products & Services: ________________________

Major Strengths: ____________________________

Major Weaknessess: ________________________

Future Plans: _______________________________

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