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Accounting Firm Marketing Plan7/19/2026
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Color
WBS Number
Task name / TitleAssigned to
Planned start date
Planned end date
Deadline
Progress (%)
Duration (hours)
Estimated hours
Time log (minutes)
StatusPriority
Task description
Cost
Actual cost
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1Executive Summary7/20/20267/25/20260320000
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1.1Target markets7/20/20267/21/20260800OpenMedium00
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1.2Situation Analysis7/21/20267/21/20260800OpenMedium00
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1.3Market Needs7/22/20267/23/20260800OpenMedium00
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1.4Market Analysis7/23/20267/25/20260800OpenMedium00
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2Potential Customers7/25/20267/28/20260240000
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2.1Large Business7/25/20267/26/20260800OpenMedium00
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2.2Growth Business7/26/20267/27/20260800OpenMedium00
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2.3Select Individual Accounts7/27/20267/28/20260800OpenMedium00
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3Market Demographics7/29/20268/2/20260240000
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3.1Market Segments7/29/20267/30/20260800OpenMedium00
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3.2Large Business7/30/20268/1/20260800OpenMedium00
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3.3Growth Business8/2/20268/2/20260800OpenMedium00
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4Market Trends8/2/20268/5/20260240000
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4.1Increasing use of software8/2/20268/3/20260800OpenMedium00
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4.2Key client growth8/3/20268/4/20260800OpenMedium00
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4.3Market Growth8/4/20268/5/20260800OpenMedium00
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5Macroenvironment8/6/20268/11/20260240000
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5.1Consumer trends8/6/20268/8/20260800OpenMedium00
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5.2Economic changes8/7/20268/8/20260800OpenMedium00
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5.3Technology advancements8/8/20268/9/20260800OpenMedium00
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5.4Competitive activity8/9/20268/10/20260800OpenMedium00
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5.5Political and legal environment8/10/20268/11/20260800OpenMedium00
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6The Company8/12/20268/15/20260160000
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6.1Mission8/12/20268/13/20260800OpenMedium00
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6.2Service Offering8/13/20268/15/20260800OpenMedium00
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6.3Positioning8/14/20268/15/20260800OpenMedium00
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7SWOT Summary8/16/20268/20/20260320000
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7.1Strengths8/16/20268/17/20260800OpenMedium00
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7.2Weaknesses8/17/20268/18/20260800OpenMedium00
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7.3Opportunities8/18/20268/19/20260800OpenMedium00
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7.4Threats8/19/20268/20/20260800OpenMedium00
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8Historical Results8/21/20268/23/2026080000
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8.1Successful8/21/20268/22/20260800OpenMedium00
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8.2Unsuccessful8/22/20268/23/20260800OpenMedium00
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9Marketing Strategy8/24/20269/1/20260480000
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9.1Value Proposition8/24/20268/25/20260800OpenMedium00
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9.2Critical Issues8/25/20268/26/20260800OpenMedium00
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9.3Financial Objectives8/26/20268/27/20260800OpenMedium00
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9.4Marketing Objectives8/27/20268/29/20260800OpenMedium00
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9.5Target Market Strategy8/28/20268/29/20260800OpenMedium00
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9.6Messaging8/29/20268/30/20260800OpenMedium00
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9.7Branding8/30/20268/31/20260800OpenMedium00
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9.8Strategy Pyramids8/31/20269/1/20260800OpenMedium00
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10Marketing Mix9/2/20269/16/20260800000
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10.1Product Marketing9/2/20269/3/20260800OpenMedium00
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10.2Pricing9/3/20269/5/20260800OpenMedium00
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10.3Promotion9/4/20269/5/20260800OpenMedium00
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10.4Advertising9/5/20269/6/20260800OpenMedium00
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10.5Public Relations9/6/20269/7/20260800OpenMedium00
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10.6Direct Marketing9/7/20269/8/20260800OpenMedium00
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10.7Web Plan9/8/20269/9/20260800OpenMedium00
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10.8Website Goals9/9/20269/10/20260800OpenMedium00
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10.9Website Marketing Strategy9/10/20269/12/20260800OpenMedium00
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10.10Development Requirements9/11/20269/12/20260800OpenMedium00
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10.11Implementation Schedule9/12/20269/13/20260800OpenMedium00
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10.12Sales Plan9/13/20269/14/20260800OpenMedium00
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10.13Sales Strategy9/14/20269/15/20260800OpenMedium00
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10.14Sales Process9/15/20269/16/20260800OpenMedium00
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11Financials9/17/20269/28/20260560000
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11.1Break-even Analysis9/17/20269/19/20260800OpenMedium00
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11.2Sales Forecast9/18/20269/19/20260800OpenMedium00
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11.3Sales by Partner9/19/20269/20/20260800OpenMedium00
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11.4Sales by Segment9/20/20269/21/20260800OpenMedium00
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11.5Sales by Specialization9/21/20269/22/20260800OpenMedium00
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11.6Expense Forecast9/22/20269/23/20260800OpenMedium00
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11.7Expense by Partner9/23/20269/24/20260800OpenMedium00
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11.8Expense by Segment9/24/20269/26/20260800OpenMedium00
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11.9Expense by Specialization9/25/20269/26/20260800OpenMedium00
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11.10
Linking Expenses to Strategy and Tactics
9/26/20269/27/20260800OpenMedium00
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11.11Contribution Margin9/27/20269/28/20260800OpenMedium00
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12Controls9/29/202610/4/20260240000
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12.1Implementation9/29/20269/30/20260800OpenMedium00
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12.2Keys to Success9/30/202610/1/20260800OpenMedium00
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12.3Market Research10/1/202610/3/20260800OpenMedium00
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12.4Contingency Planning10/2/202610/3/20260800OpenMedium00
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12.5CRM Plans10/3/202610/4/20260800OpenMedium00
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