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Action plan

Leverage your online presence to grow your customer base

Medium effort

High impact

Once you’ve built an online presence, the next step is to leverage it to grow your customer base. Having a good understanding of your target customers is essential to maximising the benefits of an online presence, but it’s also important to make sure you’re ready for growth internally. Greater visibility online can have a big impact on the number of sales or enquiries you receive so be prepared for an escalation in demand.

  • We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
  • Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
  • Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
  • A downloadable PDF version of each action plan is available if you’d like to compete it offline

What can I do with this Action Plan?

Start this Action Plan

Add some extra information to this plan and we’ll help you get it done.

Get started
  • We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
  • Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
  • Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
  • A downloadable PDF version of each action plan is available if you’d like to compete it offline

Download and print

Get a printable template for this Action Plan, fill it in with some target dates, and share it with your team. Pin it on the wall where everyone can see it.

Get the printable Action Plan

Learning Groups

We also run Learning Groups on these topics where you can join other leaders tackling the same challenges.

Find a Learning Group

How will I know if my action plan is working?

Source of sales

Knowing how customers discovered your business shows what marketing is effective

Why this metric?

Marketing needs to contribute to your revenue goals.

How do I start tracking?

Record how new customers found out about your company. The information can be collected automatically when customers are inputting their details or by salespeople.