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A marketing report is a document that summarizes and evaluates your marketing activities, results, and challenges for a specific period of time, such as a month, quarter, or year. A marketing plan is a document that outlines your marketing objectives, strategies, and actions for a future period of time, such as a year, two years, or five years.

To report and plan your marketing strategy for long-term success, you need to:

  • Contain the marketing solutions from the last month. This means describing and analyzing the marketing solutions that you implemented and tested in the last month, such as SEO, social media, email, advertising, etc. You need to explain the rationale, process, and outcome of each solution, and highlight the best practices, lessons learned, and recommendations for improvement.
  • Setup a plan for continuing the lead generation for after the first year. This means developing and documenting a plan for generating and nurturing leads for your business beyond the first year of operation. You need to define your target audience, value proposition, and lead generation goals, and identify the best channels, tactics, and tools to reach and attract your potential customers. You also need to create and optimize your lead capture, qualification, and follow-up processes, and measure and monitor your lead generation performance and ROI.
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