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[null,null,null,"To save in PDF format:\nFile > Save As > Save as type : PDF (*pdf)"]
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[null,null,"For the","Quarter","starting","2016-01-01"]
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["Advisor/advisory practice:"]

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[null,null,null,"To save in PDF format:\nFile > Save As > Save as type : PDF (*pdf)"]
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[null,"What is your expected marketing budget?"]
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[null,null,"Total:"]
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[null,"How much time will you or a team member spend on marketing activities?"]
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[null,null,"hours","per week   OR","days","per month"]
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[null,"Your client segments"]
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[null,"Segment","Description","Current % sales","# clients","Goals","Marketing Budget"]
[null,"A"]
[null,"B"]
[null,"C"]
[null,"Totals",null,{"$f":"SUM(D18:D20)","v":0},{"$f":"SUM(E18:E20)","v":0},null,{"$f":"SUM(G18:G20)","v":0}]
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[null,"Recommended budget breakdown"]
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[null,"Given your planned budget of",null,{"$f":"D9","v":0}]
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[null,"Consider the following breakdown:",null,null,"Here's your planned allocation:"]
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[null,"A",{"$f":"0.7*D25","v":0}]
[null,"B",{"$f":"0.2*D25","v":0},null,"A",{"$f":"G18","v":0}]
[null,"C",{"$f":"0.1*D25","v":0},null,"B",{"$f":"G19","v":0}]
[null,null,null,null,"C",{"$f":"G20","v":0}]

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[null,null,null,"To save in PDF format:\nFile > Save As > Save as type : PDF (*pdf)"]
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[null,"Marketing Action Plan"]
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["Format",null,"Date","Topic or program","Main audience","Other audience","Source","Budget"]
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["Content Marketing"]
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[null,null,null,null,null,"SUBTOTAL",null,{"$f":"SUM(H12:H17)","v":0}]
[null,null,null,null,null,"PLANNED",null,{"$f":"Segments!$G$20","v":0}]
["Targeted Marketing"]
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[null,null,null,null,null,"SUBTOTAL",null,{"$f":"SUM(H20:H24)","v":0}]
[null,null,null,null,null,"PLANNED",null,{"$f":"Segments!$G$19","v":0}]
["Client Appreciation"]
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[null,null,null,null,null,"SUBTOTAL",null,{"$f":"SUM(H27:H30)","v":0}]
[null,null,null,null,null,"PLANNED",null,{"$f":"Segments!$G$18","v":0}]
["Personal Brand Building"]
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[null,null,null,null,null,"SUBTOTAL",null,{"$f":"SUM(H34:H37)","v":0}]
["TOTAL",null,null,null,null,null,null,{"$f":"H31+H25+H18+H38","v":0}]
["PLANNED",null,null,null,null,null,null,{"$f":"Segments!$G$21","v":0}]

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["Content Marketing"]
["Item",null,null,null,"Description"]
["Whiteboard videos",null,null,null,"Videos on key financial planning topics that help start a client conversation."]
["Articles from Retirement Resource Centre",null,null,null,"Source for current financial planning topics and articles to share with COI's."]
["Sun Life Unretirement Index",null,null,null,"Released each February -- monitors Canadians' feelings towards retirement."]
["Sun Life Health Index",null,null,null,"Released each Fall -- Canadians' perspectives on health."]
["Insurance as an asset class white paper",null,null,null,"Canadian analysis proving that insurance can be a good alternate investment."]
["Insurance for the affluent white paper",null,null,null,"Discussion of how insurance is attractive to those who can afford to self insure."]
["5 things clients aren't hearing whitepaper",null,null,null,"Outlines reasons affluent clients are choosing to own insurance."]
[]
["Targeted Marketing"]
["Item",null,null,null,"Description"]
["Client seminar",null,null,null,"Ask your Regional Sales Director for our complete guide to client seminars."]
["Thought leadership event for Centres of Influence",null,null,null,"A variety of potential topics. Ask your contact at Sun Life for ideas. "]
[]
["Client Appreciation"]
["Item",null,null,null,"Description"]
["Appreciation event",null,null,null,"Choose events that are memorable and in line with your 'why'."]
["Thank-you gift",null,null,null,"Whatever you choose to do, make it personal!"]
[]
["Personal Brand Building"]
["Item",null,null,null,"Description"]
["Set up LinkedIn profile",null,null,null,"Ask your contact at Sun Life for our step-by-step instructions. "]
["Complete your brand foundation and bio",null,null,null,"Ask your contact at Sun Life for info about our brand program."]
["Get new professional photos",null,null,null,"Show yourself in your best light and invest in a good photographer."]
["Show your client engagement process",null,null,null,"Ask your contact at Sun Life for our template to use as a starting point."]

{"sheet":"Formulas","index":4,"n_rows":9,"n_cols":6,"rows_kept":9,"cut":false,"hidden":true,"merged":[]}
["Cover page","Content Marketing","Targeted Marketing","Client Appreciation","Building your brand","Date"]
["Year","Whiteboard videos","Make the Connection seminar","Appreciation event","Set up LinkedIn profile","2014-01-01"]
["Quarter","Articles from Retirement Resource Centre","Thought leadership event","Thank-you gift","Completing brand foundation","2100-01-01"]
["Month","Sun Life Unretirement Index","Other","Join client seminar","Getting new professional photos"]
[null,"Sun Life Health Index",null,"Other","Social media activity"]
[null,"Insurance as an asset class white paper",null,null,"Other"]
[null,"Insurance for the affluent white paper"]
[null,"Retirement Resource Centre articles"]
[null,"Other"]