Marketing action plan template
Use this marketing action plan template to create a marketing strategy for the whole year that will help you achieve your business goals.
Create a marketing plan that will help you and your marketing team to stay organized and focused.
At first, do market research to have a clear understanding of the buyers of your product or service (buyer persona) and your competitors.
You can also use the SWOT analysis to establish which are your strengths, weaknesses, opportunities, and threats.
The template includes a section for your mission statement which consists of three components: key market, contribution, and distinction.
Determine your USP (what makes your business unique compared to other competitors).
Establish the budget you will need, taking into consideration the outline sales funnel and the operational costs.
Also, you will need to plan in detail your marketing activities and the marketing channels you will use, like the website and blog, social media, and newsletters.
Marketing Action Plan
Type in the name of your marketing plan.
Budget
Include a complete breakdown of the costs of your marketing plan. Try to be as accurate as possible. You’ll want to keep tracking your costs once you put your plan into action.
List operational costs
Advertising
Assign a budget for advertising and online campaigns.
Benefits of Sales
Specify the benefits of your sales and marketing personnel.
Set a budget for salaries and commissions for your employees.
Type your answer
Outline sales funnel
New deals
How many of those opportunities close as new deals?
Type in your answer
Site visits
How many site visits do you have per month?
Leads
How many leads convert into opportunities?
Marketing activities
A successful marketing strategy is made up of many different tactics, including both online and offline options. Your goals, target audience, and industry play an important role in this decision.
Website&Blog
When putting together your content for your website and blog, try to provide value to your customers. Answer the following questions.
What content is currently trending in my niche?
Newsletters
Before planning the content for your newsletters, consider the following questions, then analyze the outcome.
Goals
What do you hope to achieve by sending an email newsletter to your subscribers?
Name
What will you call your newsletter?
Content
What types of content will you include in your newsletters?
Topic
Decide the specifics. What subject will your newsletter content focus on?
Engaging with your customers and leads on social media helps you build stronger customer relationships. Keep in mind that the content should be dedicated to the specificity of each platform.
Pinterest
Upload visual content to your Pinterest account to keep your audience engaged.
Instagram
Plan your content for Instagram.
Twitter
Plan your Tweets. Take into consideration the trending hashtags.
Facebook
Plan your Facebook posts. Attach media resources if needed.
USP
Determine what makes your business and its products/services different from others on the market.
Benefits
Answering your customer's primary question: 'What's in it for me?'
Make it to the point and state it as a benefit to the customer.
Short phrases
Create phrases about your unique product or service that are short, clear, and concise.
Emotional needs
Think from your customer's perspective decide what emotional need is being specifically met by your product or service.
Unique features
List the features and benefits that are unique about your product or service
Type your answer
Mission Statement
A mission statement consists of three components: key market, contribution and distinction. Take your time and define each of them.
Distinction
What makes the product unique or why the audience should buy it over another?
Contribution
What does your product or service do to contribute to society?
Key market
Define your the target audience. They are the people who are most likely to buy your products or services, and they are united by some common characteristics, like demographics and behaviors.
Your answer
Market research
Collect information about the consumers, target markets and the clients of your company to assess how effective and popular your product or service is.
Competitors
Know your competitors and improve your business' performance.
Online presence
Are your competitors present and active on social media? Select from the list or add others.
FacebookTwitterInstagramPinterestOther
Social media
Pricing
Make a research on your competitors' pricing scheme and determine your next pricing move. Select from the below:
$5 - $10$10 - $30$30 - $50$50 - $100$100 - $250$250 - $500$500+
Weaknesses
Identify the weaknesses of your competitors. Choose from the list or add others.
Lack of resourcesHigh pricedBad customer serviceLong response timeOther
Strengths
Identify the strengths of your competitors. Select from the list or add others.
ExperienceReputationTechnologyOther
Strenghts
Buyers
Determine what you need to know about your consumers.
Location
Select the location of your consumers
Western EuropeEastern EuropeNorth AmericaSouth AmericaAsiaOther
Occupation
Select the industry your buyers come from
Finance and insuranceHealth/social careManufacturingRetail tradeEducation servicesArts, entertainmentOther
Industry your buyers come from
Gender
Select the gender of your buyers
FemininMasculinOther
Age
Select the buyer's age range
18 - 2425 - 3536 - 4546 - 5555+
Age range
