Strategic Plan Part 1: Conceptualizing a Business

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Strategic Plan Part 1: Conceptualizing a Business


Strategic Plan Part 1: Conceptualizing a Business BUS/475 - Integrated Business Topics Michael Portillo

August 29, 2011

Strategic Plan Part 1: Conceptualizing a Business


GPS Marketing is a marketing company that specializes in getting qualified guaranteed prospects to see in front of independent insurance agents. GPS actually stands for “Guaranteed Prospects to See”. GPS Marketing guarantees every agent that comes aboard with our company that we will put them in front of at least 15 qualified prospects. GPS Marketing’s mission statement is “ Our goal is to get independent insurance agents in front of qualified annuity prospects on a favorable basis which in return
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As mentioned in the first paragraph, GPS Marketing guarantees at least 15 of these forms to the agent. The agent then has all of this information about the consumer to call them up and make an appointment to not only drop off this free “Guide to Social Security” booklet but to also talk with them about the information that they put on the form that they sent in. This will be a

Strategic Plan Part 1: Conceptualizing a Business


great selling tool for the agent because they will be able to try and find ways to solve or help eliminate those consumers concerns with retirement saving plans. GPS will also give the agent the entire mailing list that they sent the mailer to so that the agent can continue to send other mailers or newsletters to those individuals. Secondly, GPS Marketing offers a customized website for their non-captive independent agents. This website will help the agent stay in contact with not only their existing clients but also those clients that they may not have sold anything to just yet. Having new technology such as a website will help agents keep in contact with their clients via email rather than just trying to keep in contact with their existing clients by phone and what some people call snail mail. GPS Marketing will actually do most of the work for the agent. This
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