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Marketing Strategy

Plan and refine your marketing tactics to boost your business.

Marketing Plan

Lay out the steps to execute your marketing strategy effectively.

EaaS I OS: Business Builder

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Start adding your network and connect the chains that power your business.

Soheil Alavi

Chief product officer

Referrals Given

Referrals Received

Jane Cooper

Founder & CEO

Referrals Given

Referrals Received

Jenny Wilson

Engineering Manager

Referrals Given

Referrals Received

Soheil Alavi

Chief product officer

Referrals Given

Referrals Received

Jane Cooper

Founder & CEO

Referrals Given

Referrals Received

Jenny Wilson

Engineering Manager

Referrals Given

Referrals Received

Collaborators

Add team members and consultants, and control their access levels.

Soheil Alavi

Chief product officer

Jane Cooper

Founder & CEO

Jenny Wilson

Engineering Manager

Welcome Back,

Sohel Alavi

Chief Product Officer @ Tribe

Leaderboard

50%

Esther

20%

90%

Greg

30%

10%

Shane

10%

4

Leslie

347

5

Savannah

325

6

Kristin

284

4

Leslie

347

5

Savannah

325

6

Kristin

284

4

Leslie

347

5

Savannah

325

6

Kristin

284

...

Top Ranks

Sohel Alavi

Given

Received

Rank

Esther

Given

Received

Rank

Shane

Given

Received

Rank

#Rank	Title	Industry	Referrals given	Referrals Received	Recent Referrals to	Recent Referrals Date
4	Leslie	13	13	10	Sara Kim	2025-04-17
5	Savannah	12	12	9	Emily Clark	2025-04-17
5	Kristin	12	12	9	Emily Clark	2025-04-17
4	Leslie	13	13	10	Sara Kim	2025-04-17
5	Savannah	12	12	9	Emily Clark	2025-04-17
5	Kristin	12	12	9	Emily Clark	2025-04-17

The Steps to Start Your Business

Business Plan

Upon completing and submitting this Business Plan Questionnaire, you will receive a tailored Business Plan featuring valuable insights, actionable suggestions, and industry-specific recommendations. This customized guide is designed to help you navigate market trends and support your business growth journey

Please allow 24 to 48 hours for your tailored business plan to be ready. you will receive a notification once it has been delivered and ready to be viewed.

Thinktank by Employer Ease Questionnaire

General Business Information

Business Name

Business Address

Phone Number

Email Address

Website(if applicable)

Industry/Sector

Business Structure/Planned Structure:

Date of Formation/Planned Start Date

Vision, Mission, and Goals

What is your business vision

What is your mission statement

What are short term goals(6-12month)?

What are long term goals(3-5years)?

Target Market

Who is your target audience/customer base?

What problem does your business solve for your customers?

Who are your main competitors?

What makes you different from competitors?

Product and Services

What products or services will you offer?

What is your pricing strategy?

What is your Unique Selling Proposition (USP)?

Any additional products/services you plan to add in the future?

Marketing and Sales

What marketing strategies do you plan to use?

Do you have an existing online presence?

What is your sales process or strategy?

Operations and Logistics

What is your primary location for operations?

Do you require any physical or digital infrastructure?

What tools, software, or services do you currently use or plan to use?

What vendors or suppliers will you rely on?

Financial Overview

What is your initial startup budget or capital?

What are your anticipated monthly expenses?

What are your projected monthly revenues?

Do you already have a financial tracking/bookkeeping system?

Challenges and Risks

What challenges or obstacles do you anticipate facing?

What is your plan to mitigate these challenges?

What are the biggest risks to your business?

Legal and Compliance

Have you filed for all necessary business licenses or permits?

Do you have a registered agent?

Have you secured a Tax ID (EIN)?

Are there any legal requirements specific to your industry?

Additional Information

Any additional information you'd like to share about your business?

What support you need from EmployerEase to achieve your goals?

Reasearching Your Business Name

Start with a Google Search:

Look for existing businesses using the name to ensure uniqueness and avoid confusion.
Check Domain Availability:

Use tools like Namecheap or GoDaddy to confirm the availability of a matching website domain.
Search State Business Registrations:

Visit your Secretary of State's website to ensure the name isn’t already registered
Verify Trademarks:

Use the USPTO Trademark Database to ensure the name isn’t trademarked.
Social Media Handles:

Check platforms like Instagram, Twitter, and LinkedIn for available handles.
Consider Industry Specifics:

Avoid names that are too generic or commonly used in your industry.
Conduct a Survey:

Ask friends, family, or potential customers for feedback on the name’s appeal and clarity.
Think Long-Term:

Ensure the name reflects your brand vision and can grow with your business.

Check this box Complete once you have completed these Steps.

Marketing Strategy

Marketing Strategy & Marketing Plan

A marketing strategy outlines a company’s long-term approach to achieving its business goals by understanding customer needs and building a sustainable competitive advantage. It defines the overarching goals and direction for marketing efforts.

Marketing Strategy Questionnaire

Ask Bizzy

1. Campaign Goals

What are your short-term and long-term business goals?

How does marketing align with these objectives?

What do you want to prioritize?

2. Target Audience

Who is your ideal customer (demographics, psychographics)?

What are their pain points, challenges, and needs?

How do they typically discover and engage with similar products or services?

3. Market Analysis

What are the current trends in your industry?

Your top competitors, and what are their strengths & weaknesses?

What opportunities exist in the market that you can capitalize on?

4. Brand Positioning

What is your brand mission, vision, and personality?

What perception do you want target audience to have of your brand?

Where do you want audience to encounter your product/service?

5. Value Proposition

What problem does your product or service solve for customers?

What benefits and outcomes can your customers expect?

Why should customers choose you over competitors?

6. Customer Journey

What are the key stages of your customer’s journey ?

What barriers might prevent customers from converting, and how will you address them?

7. Core Marketing Channels

Which platforms do your target audience use most?

What offline marketing channels are relevant for your business?

How will you integrate online and offline marketing efforts?

8. Budget & Resources

How much budget can you allocate to marketing efforts?

What internal resources are available to support the strategy?

Are there any external partners (agencies, freelancers) you need to involve?

9. KPIs and Measurement

What metrics will you use for the success of your marketing strategy ?

How often will you review and optimize your efforts?

What tools will you use to track and analyze performance?

10. Long-Term Vision

How do you envision your business evolving in 3, 5, or 10 years?

How will your marketing adapt to support this evolution?

Marketing Plan

Marketing Strategy & Marketing Plan

Upon completing and A marketing plan is a tactical document that translates the marketing strategy into specific actions, timelines, budgets, and metrics. It focuses on short-to-medium-term execution to achieve the strategic objectives.

Marketing Plan Questionnaire

1. Campaign Goals

What do you want to achieve with this marketing campaign?

What do you want your audience to do as a result of this campaign?

What do you want to prioritize?

2. Target Audience

What do you want to know about your customers before reach out?

What do you want audience to feel when they see your campaign?

How do you want your campaign to resonate with different audience segments?

3. Key Messages

What do you want to communicate to audience through campaign?

What do you want message to inspire/motivate your audience to do?

How do you want to tailor your tone and visuals to align with your brand personality?

4. Marketing Mix (4Ps or 7Ps)

What do you want audience to know about your product or service?

What do you want your pricing to convey about your product’s value?

Where do you want audience to encounter your product/service?

What do you want your promotional activities to focus on?

Who do you want to involve in ensuring this campaign is a success?

What do you want to showcase to build trust and credibility

How do you want customers to interact with your product/service from start to finish?

5. Tactical Plan

What do you want to prioritize when planning marketing activities?

What types of campaigns do you want to experiment with ?

How do you want to coordinate these activities for maximum impact?

6. Content Plan

What do you want your content to focus on to engage audience?

What kind of content you want to create that align with campaign?

How do you want to distribute your content for optimal reach and engagement?

7. Channel Strategy Channels

What channels do you want to prioritize for this campaign ?

What do you want your presence on each channel to look like?

How do you want to adapt your messaging and approach for different channels?

8. Budget

What do you want to allocate resources to within marketing budget?

How do you want to handle expenses during the campaign?

What areas do you want to explore cost-saving opportunities without sacrificing quality?

9. Execution Plan

What do you want the execution timeline to look like?

How do you want to assign roles and responsibilities among team?

What do you want to ensure happens to keep your campaign running smoothly?

10. Performance Measurement

What metrics do you want to track to evaluate campaign’s success?

How do you want to analyze the results of your efforts?

What do you want to learn from this campaign that can be applied to future efforts?

11. Optimization & Learnings

What do you want to focus on improving during the campaign?

What you want to know about audience’s response to your efforts?

How do you want to document and apply learnings for better results in the future