Marketing and Sales Plan Execution Checklist

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This Template was installed 5 times.

Market Research & Analysis Validation

1 of 10

Confirm initial assumptions and refine strategies based on current market conditions. This ensures your plan is grounded in reality.

Current Commodity Price Fluctuations (Compared to Initial Plan)

Summary of Recent Farmer Surveys/Feedback (if conducted)

Impact of Weather Patterns (compared to forecast)

Upload Recent Competitor Activity Reports

Date of Last Market Analysis Update

Notes on Observed Changes in Farmer Purchasing Behavior

Target Audience Refinement

2 of 10

Verify target audience profiles are still accurate and adjust messaging based on latest data or farmer feedback.

Summarize Recent Farmer Interviews/Surveys

Which Farmer Segments are Showing Increased Interest?

Average Age of Target Farmer (Updated)

Primary Information Source for Farmers (Updated)

Describe any shifts in Farmer Concerns/Priorities

Preferred Communication Method (Updated)

Estimated Farm Size (Average, Acres/Hectares)

Content Creation & Distribution

3 of 10

Ensure timely creation and distribution of marketing content across relevant channels (social media, email, website, industry publications).

Content Channels Used

Content Calendar Review Date

Brief Summary of Content Created This Period

Upload Sample Content (e.g., Blog Post, Social Media Graphic)

Number of Blog Posts Published

Number of Social Media Posts Published

Content Performance - Overall Assessment

Notes on content performance and planned adjustments

Digital Marketing Campaign Management

4 of 10

Track and optimize online advertising campaigns (Google Ads, Social Media Ads) for maximum ROI.

Daily Ad Spend (USD)

Website Traffic (Daily Average)

Click-Through Rate (CTR) - Average

Primary Ad Platform

Targeting Parameters (Check all that apply)

Last A/B Test Run Date

Notes on Recent Campaign Adjustments

Sales Team Enablement & Training

5 of 10

Equip the sales team with the knowledge, tools, and resources they need to effectively sell your products/services. Includes product updates, competitor analysis, and sales scripts.

Review & Update Product Knowledge Materials

Competitor Analysis – Key Messaging & Pricing

Updated Sales Scripts/Talking Points (if applicable)

Target Deal Size per Sales Rep (Q[Quarter Number])

Current Primary Objection Handling Training Method

Next Product Update Training Session

Summary of recent Customer Feedback and adjustments to sales approach

Channel Partner Management (if applicable)

6 of 10

Maintain strong relationships with distributors, retailers, and other channel partners. Ensure alignment on goals and messaging.

Number of Channel Partners Active

Partner Satisfaction Level (Recent Survey)

Summary of Recent Partner Feedback

Date of Last Partner Business Review Meeting

Training Programs Delivered to Partners (Last 6 Months)

Joint Sales Targets Achieved (Percentage)

Specific Actions Required to Strengthen Partner Relationships

Trade Show & Event Execution (if applicable)

7 of 10

Plan and execute participation in relevant agricultural trade shows and events. Track leads and measure ROI.

Trade Show/Event Date

Event Type (e.g., National, Regional, Local)

Booth Size (sq ft)

Booth Design File (e.g., CAD, PDF)

Estimated Lead Generation

Marketing Materials to Distribute

Event Objectives & KPIs

Event Location

Sales Process Monitoring & Optimization

8 of 10

Track key sales metrics (conversion rates, average deal size, sales cycle length) and identify areas for improvement.

Average Deal Size (USD)

Sales Cycle Length (Days)

Conversion Rate (Lead to Opportunity)

Conversion Rate (Opportunity to Sale)

Primary Sales Obstacle Identified (Based on recent sales calls)

Summary of Sales Team Feedback on Current Process

Date of Last Sales Process Review Meeting

Which Sales Process Steps Require Immediate Improvement?

Proposed Action Items to address identified issues

Customer Relationship Management (CRM) Updates & Analysis

9 of 10

Ensure CRM data is accurate and up-to-date. Analyze customer interactions to identify trends and opportunities.

Last CRM Data Sync Date

Number of New Customer Records Added

Number of Customer Records Updated

Summary of Recent Customer Feedback (from CRM)

CRM Segmentation Strategy Review Needed?

Which CRM reports are currently reviewed regularly?

Notes on Identified CRM Data Inconsistencies (if any)

Reporting & Performance Review

10 of 10

Regularly monitor key performance indicators (KPIs) and report on progress against goals. Identify what's working and what needs adjustment.

Total Sales Revenue (vs. Target)

Website Traffic (Unique Visitors)

Lead Generation (Qualified Leads)

Conversion Rate (Lead to Customer)

Customer Acquisition Cost (CAC)

Overall Campaign Effectiveness (Subjective Rating)

Summary of Key Findings & Insights

Date of Review

Which marketing channels performed best?

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