Writing Your Direct Sales Marketing Plan – Samples

In the corporate world a business marketing plan is essential for success.

When a home business owner creates a direct sales marketing plan the results will be the same as that of professional companies.

All successful businesses are based in a solid well-written business plan that includes how they plan to market their business.

As direct sales and network marketing professionals, we are no exception. Without a written ACTION based business marketing plan in place, success will be elusive because you have not mapped out your course(s) of action.

EVERY successful business has a sales marketing plan and so should YOU!

Click here to jump straight to sample marketing plans

Click here to jump down the page to IRS Compliance.

This image is the results of our survey of over 700 consultants and their direct sales marketing plan as it compares to their longevity in the industry. As you can see, most long term distributors DO work from a marketing plan.
Direct Sales Marketing Plan

Marketing Plan For Small Business

Marketing a small business like a home party plan business is just like marketing any other business model.

You must have a plan, take action and create desire for your products, opportunity and services. When you put systems into place that create desire you will begin to attract people who want what you have to offer. A marketing plan, updated annually will create the momentum, direction and steps to follow to meet your goals.

Direct Selling Marketing Plan Is An Action Plandirect sales marketing plan

Your direct sales marketing plan is a strategy that creates a cycle of actions that will grow your business.

It will include systems that cycle through the following:

  • Your Goals, Mission And Intent
  • Business Actions And Activities
  • Documentation Of Activity
  • Earn A Commission & Reduction In Income Taxes

Please note that the above system indicates intent to profit*.

The business does not have to show a profit.

You must only show that you intend to profit.

The cycle goes like this: Intent –> Activity –> Documentation –> Tax Savings & Commission –> WOW! That was great! Let’s do it again!

We discuss this in great detail in many of the Cash Flow Show programs. The full business plan template is included in the The Complete Program On How To Do Direct Sales program..

*NOTE: We are not giving you legal advice or advising you on your income tax. Please talk to a knowledgeable direct sales-specific accountant regarding your personal situation.

How To Write A Business Plan For IRS Compliance*

When you write your business plan, keep in mind the three main goals of a business plan. It serves three very important purposes.

1. IRS compliance = Reduce income tax liabilities. You are entitled to all the deductions you earn and it is important to have a business plan in place to show that you are a serious professional.
2. Gives you a clear picture of why you are in business = Create direction, clarity and purpose for the company.
3. Gives you a road map to business success = A written business strategy or plan is a system of achieving your goals. Like a road map, it will give you clarity and guide you on your trip.

Your business plan is a perpetual work in progress. It will change from time to time.

Your Direct Sales Marketing Plan Allows You To Pay Less Taxes!*

Being a direct sales or MLM sales consultant is like having two streams of income.

  • One is the commission on the sale of the product or service that your affiliate company offers.
  • The other is the legal reduction in income taxes your household owes as a result of being in the business of networking.

Hence, your “job” brings in income by generating sales and it retains income by reducing tax liabilities.

The system of intent, activity, documentation and results is what makes it happen. Who wouldn’t want to reduce their income tax liabilities at the same time that they create income?

The Home Office Tax Deduction*

The home office deduction is one of the main reasons why many direct sellers stick with their business.

Direct Sales Marketing PlanThe home office deduction is also something that many home business owners are afraid to take advantage of.  A good business plan is written in such a way as to be the shield that protects you from the IRS.

This is usually foremost on peoples’ minds between January and April but it is something that should be considered all year!

I often hear people say that they do not want to take the home office deduction because they do not want to send up a red flag to the IRS. Or, even that they were told by their accountant that they should not take it!!!

Well, that is hogwash… If your accountant said that then maybe you should get a new accountant! (Read how to pick a tax accountant.)

The IRS does not operate on a flag system. They have very specific rules and provided you follow them (no matter what country you live in), then all will be well.

The IRS looks at several factors when determining if you have a home business and are eligible for the home office deduction.

They are looking for your intent, your activity and the documentation.

  • INTENT to profit. That doesn’t mean you have to have a profit, it only means you must show an intent to profit and not show expenses that are disproportionate to your income. A written direct sales marketing plan shows an intent to profit, even if you show no profit.
  • The next area the IRS is looking for is ACTIVITY. You are not eligible if you do not take ACTION!!
  • RECORD KEEPING is the third thing that the IRS is looking for. This proves your actions and includes things like: mileage logs, calendars, checkbooks, basic documentation of your actions.

These three things combined with your written business plan will ensure that you are in compliance with IRS rules when you take the home office deduction.

Reduce Income Tax Liabilities*

direct selling marketing planThe benefits of being self-employed in the networking business brings with it a vast opportunity to reduce your taxes. It is a year-long project, not something to think about just in January.

The MLM-er is entitled to more deductions due to the nature of the business.

A good MLM rep is always promoting and networking everywhere they go.

Every person you encounter is either a potential customer, sales rep or source of referrals.

Based on IRS code this allows us to convert otherwise personal expenses into business deductions.  Many networkers take the income reduction strategy of the business for granted and just willy-nilly look for and take any deduction they think of.

This is not a good business practice. Your networking activities need to be documented and legitimate.  Don’t leave money on the table and always be ready for an audit!

International NOTE: While we are referring to the US tax code by mentioning the IRS – most developed nations have some variation of the tax codes discussed. No matter what country you live in, you should always check with a professional to discuss your personal situation.

Other Resources On Writing A Direct Sales Marketing Plan

Example Of Your Business Plan

direct selling marketing plan

Download this example of the first page of the IRS-approved direct selling marketing plan.

The full business plan template is included in the The Complete Program On How To Do Direct Sales program.

When you start writing your marketing plan you should start with your Business Structure such as this: (Modify this example to your situation.)

“I am operating as an Independent Representative of the MyFantasticCompany direct sales company. I started this business on April 15, 2003. I will operate as a sole proprietorship for income tax purposes.

The name of my business is MyName’s MyFantasticCompany. This name is registered with the state of PA.
I have started my business with the intent to profit from sales of retail items as well as override commissions from xyz company for sponsored recruits.”

Next comes your Mission Statement, followed by the Active Participants which may include family members whom you will pay out moneys to for work contributed to your business. Then put a section in on your Home office & Car, for example:

“The mission of MyFantasticCompany is to teach MyFantastic skills, and make a difference in the lives of others now and into the next generation. I will do this in such a way as to make a positive impact on someone’s life each day. I strive to achieve MyFantastic goals with by…. whenever possible. MyFantasticCompany’s specific areas of focus are on education and training of others in the areas of….

The MyFantasticCompany direct sales company provides no office space to operate my business. Therefore, I will set up an office in my home.

All marketing and sales functions will be performed from my home. I will have a designated area in my home in which to operate.

Such essential items include, but are not limited to, a computer, desk, fax machine, internet connection, and a phone line. Products that can be purchased from my company will be used and displayed in my office and home. This shows potential customers that I use my products and support my company.

My entire family is involved in my work at home business. I plan to have the following people actively participating in my business:

  1. Husband Pete LastName –  will help me promote my business both at home and in his workplace. He will accompany me on business trips and to the national sales convention. He may also make deliveries…..
  2. Daughter Jenny LastName – She will be responsible for many activities around the home including stuffing envelopes, stamping catalogs…. “

The following are other categories that you should include. Go into as much detail as possible thinking about who, what, when, where, why, how often, and how many, steps and actions to be taken to market your business in all of these categories:

  • Mission Statement
  • Start Date
  • Overview Of Strategy
  • Start up Costs/Ongoing Costs
  • Marketing Plan & Sales Projections
  • Business Activity Including Recruitment Goals and Sales Volumes, etc.
  • Documentation & Record Keeping
  • Business goals

No Business Is To Small To Have A Plan!

Do you? If not, then why not?

A business plan is one of the best-business-practices that all successful businesses utilize.

A home party or network marketing businesses should be no exception. You will have a much more difficult time achieving your goals without a road map to get you there.

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We would love to hear how you plan to use this information in your business!

*NOTE: We are not giving you legal advice or advising you on your income tax. Please talk to a knowledgeable direct sales-specific accountant regarding your personal situation.

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