Track and Improve Marketing Programsfor Greatest Success

March 26, 2010
Use this worksheet before, during and after a promotion has run.

Tracking your marketing results is paramount to achieving long-term business success.

This Marketing Project Planner/Tracker Worksheet will make it easy to track the results of each project you run, and allow you to keep a permanent record that will be an important resource in the future.

Use this worksheet before, during and after a promotion has run. It actually includes a step-by-step guide that's extremely useful for someone new to marketing, and will serve as a helpful reminder for even the most experienced marketer. Copy the worksheet, enter your information, and store in in a 3-ring binder.

Note: The marketing worksheet is most effective when used in conjunction with the Service Roundtable Marketing Wizard software. Service Roundtable members also receive electronic versions of the marketing worksheet that can be modified in Word. For more information, visit

About the Author

Matt Michel | Chief Executive Officer

Matt Michel was a co-founder and CEO of the Service Roundtable ( The Service Roundtable is an organization founded to help contractors improve their sales, marketing, operations, and profitability. The Service Nation Alliance is a part of this overall organization. Matt was inducted into the Contracting Business HVAC Hall of Fame in 2015. He is now an author and rancher.