Free Marketing Plan Templates, Examples, and a Comprehensive Guide

By Joe Weller | June 27, 2016 (updated April 17, 2023)

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In this article, you’ll find a complete, step-by-step guide to developing a marketing plan that will provide your organization with a strategic course of action.

Included on this page, you’ll find examples of a marketing plan, as well as pre-built marketing plan templates to suit your needs, including a Small Business Marketing Plan , Digital Marketing Plan , Strategic Marketing Plan , and more. Then, our experts show you  how to create a marketing plan and what to include.

Marketing Plan Template

Marketing Plan Template

Download Marketing Plan Template

Word |  PDF | Google Doc | Smartsheet

A marketing plan is a high-level document that guides your strategic initiatives and ensures your marketing goals are aligned with your overall business objectives. Use this pre-built marketing plan template to outline the purpose your business serves, as well as its strategic goals, target market, and standards of performance, to ensure you have a thorough and deliberate plan of action.

One-Page Marketing Plan Template

One Page Marketing Plan Template

Download One-Page Marketing Plan Template

Excel | Word | PDF | Google Doc | Smartsheet

This customizable one-page marketing plan takes the comprehensiveness of a formal marketing plan and pares it down to the key elements for easy scannability. This template has space for a concise business summary, overall objectives, target market, marketing strategy, financial requirements, and more. It also contains an action plan to detail marketing activities, role assignments, deadlines, and costs.

Business Marketing Plan Template

Business Marketing Plan Template

Download Business Marketing Plan Template

Word | PDF | Smartsheet

This template takes all of the essential elements of a marketing plan and organizes them into sections, but you can also add and remove components of the plan according to your needs. Use this customizable template to write your executive summary, mission and vision statements, marketing strategy, core capabilities, main goals, budget, and more, with an appendix included to back up your research and findings.

Small Business Marketing Plan Template

Small Business Marketing Plan Template

Download Small Business Marketing Plan Template

A small business marketing plan can be simple or elaborate, depending on your needs and the nature of your organization. This marketing plan template is fully customizable, and will guide your small business in the identification and description of your project , the mission and vision of your company, the problem you are solving, short and long-term marketing goals, the 4Ps of your marketing mix, marketing channel strategy, and more.

Marketing Plan Template for Startup Business

Marketing Plan Template for Startups

Download Marketing Plan Template for Startups

Word | PDF  

This pre-built marketing plan template for startups provides the savvy entrepreneur with a strong foundation from which to build his or her marketing strategies. This template will help you develop clear short and long-term business goals, identify your target market, learn your buyer’s buying cycle, pinpoint your unique selling proposition (USP), track standards of performance and measurement methods, and more, so you can feel confident in a solid plan of action.

Digital Marketing Plan Template

Digital Marketing Plan Template

Digital Digital Marketing Plan Template

Excel | Smartsheet

This digital marketing plan template includes sections for online advertising and analytics, content marketing and SEO strategy, social media , and tools for tracking metrics. The template is divided into months, so you can create a timeline for your digital marketing plan. Use this template to create a comprehensive plan of action for online marketing.

Real Estate Marketing Plan Template

Real Estate Marketing Plan Template

Download Real Estate Marketing Plan Template

This pre-built real estate marketing plan template is customizable, and comes ready to outline your strategic and tactical goals, conduct a SWOT analysis (including a competitor SWOT analysis), identify your target client type (e.g. first-time buyer, home seller, renter, etc.), define your marketing channels, provide financial forecasts, and more. It also includes a built-in plan of action for you to plan activities, assign roles, and set projected dates.

Marketing Plan Template for Nonprofit

Marketing Plan Template for Nonprofit

Download Nonprofit Marketing Plan Template

Word | PDF 

This marketing plan template is tailored to meet the unique requirements of a nonprofit business. Use this customizable template to detail the organization’s background, funding climate, a comparative analysis of competitors, profile of stakeholders, short and long-term marketing goals, positioning statement, financial requirements, and more.

Strategic Marketing Plan Template

Strategic Marketing Plan Template

‌Download Strategic Marketing Plan Template

Excel | Google Sheets

This free strategic marketing plan template includes sections for online marketing campaigns , media relations, trade shows and events, other branding efforts, and sales campaigns. The plan clearly identifies objectives, along with target market and total costs. Months of the year are broken down into weeks for easy planning. You can modify this template to include any elements that are vital to your marketing plan.

Sales & Marketing Plan Template

Social and Marketing Plan Template

Download Sales & Marketing Plan Template

This sales and marketing plan template facilitates planning around sales goals and promotional activities. This is an annual marketing calendar template that shows all 12 months on one worksheet. There are sections for public relations, online content marketing, advertising, and research. Monthly sales goals are defined at the top of the template, and there is space at the bottom for metrics to evaluate marketing effectiveness.

Tactical Marketing Plan Template

Tactical Marketing Plan Template

Download Tactical Marketing Plan Template

Keep track of the tactics that need to be completed as you implement your marketing strategy. This tactical marketing plan lists each task, the person responsible for the action, expenses, dates, and status. Use this template to keep your plan on schedule and to assess progress.

Product Marketing Plan Template

Product Marketing Plan Template

Download Product Marketing Plan Template

Excel | PDF | Google Sheets

This pre-built product marketing plan template enables you to differentiate your product offering from the competitors by homing in on your unique selling proposition. This template has space to detail the company’s vision, conduct a competitive analysis, define the target market, and establish the market position to ensure your marketing goals stay aligned with the company’s objectives.

Service Marketing Plan Template

Service Marketing Plan Template

Download Service Marketing Plan Template

Use this customizable service marketing plan template to clearly define your goals and initiatives, analyze your competitors, and outline the characteristics and preferences of your target persona. With space to detail your company’s vision at the top of the template, you can ensure your marketing strategy and initiatives support the mission and values of your company.

What Is a Marketing Plan?

A marketing plan is a document that outlines your marketing strategy. It serves as a roadmap for how your organization aims to raise awareness about a product or service and how it plans to deliver that product or service to target customers. The fundamental purpose of a marketing plan is to align marketing goals with overall business objectives to aid marketing project managers in improving the success of your business or organization. 

What your marketing plan looks like will depend on the size and type of your business, but even small businesses and nonprofits can benefit from careful planning.

How to Write a Marketing Plan (and What’s Included)

In this section, you’ll find a comprehensive guide for creating a marketing plan, including an example of a marketing plan outline and links to pages containing free strategic marketing templates.

Pro tip: Save time by using one of the free marketing templates above as a start.

Step 1: Build Your Marketing Plan Outline

A marketing plan outline allows you to structure your plan in a way that makes sense with the product or service you are delivering, and can also serve as a table of contents for your finalized plan. Whether you are a business-to-consumer (B2C) or business-to-business (B2B) company, a small business, or a large enterprise, the details of your plan will vary based on the nature of your business and relative marketing position. 

Below, you’ll find an example of a basic marketing plan outline that you can modify to suit your organization’s needs:

Table of Contents

Executive Summary

Mission and Vision Statement

Situational Analysis

5C Analysis

SWOT Analysis

Porter’s Five Forces Analysis

Core Capabilities

Target Market

Audience Persona

Information Collection

Pain Points and Solutions

Marketing Strategy

Buyers’ Buying Cycle

Unique Selling Proposition

Marketing Channels

Standards of Performance and Measurement Methods

Performance Standards

Marketing Metrics

Measurement Methods

Financial Summary 

Financial Forecasts

Breakeven Analysis

Assumptions

Research Results

Product Specs and Images

Step 2: Write Your Mission and Vision Statement

A mission statement is a brief summary of your company’s main purpose, and how your company provides value to its customers. In other words, it should convey your company’s reason for existence, and serve as a point of reference for future planning initiatives. Get started on developing your mission statement by using a free mission statement worksheet .

A vision statement details the future aspirations of a company or entity, and should serve as a framework for short-term and long-term strategic planning. The purpose of a vision statement is to guide internal decision-making for future courses of action. Create a compelling vision statement by using a free vision statement worksheet .

Step 3: Perform a Situational Analysis

Your marketing strategy will not be as effective without a clear picture of the overall health of your business. Gaining deeper insight into your organization’s internal and external environment will allow you to develop a plan that capitalizes on opportunities and reduces risk, and enables you to position your business in the market in a way that sets you apart from competitors. 

Three methods you can use to analyze the elements that impact the health of your business are a SWOT analysis, Porter’s Five Forces Analysis, and 5C Analysis.

This method is one of the most commonly used tools for analyzing the internal strengths and weaknesses of a business, as well as the external opportunities and threats. When detailing the internal strengths and weaknesses of a business, keep in mind that these are the factors that your company has control over. By contrast, when defining external opportunities and threats, recognize that these are factors that impact your business from the outside, and that you cannot control. 

The main purpose of the of a SWOT analysis is to identify weaknesses that can be turned into strengths, and then to leverage strengths in order to take advantage of opportunities and mitigate threats in the market. Choose from a variety of free SWOT Analysis templates , including a SWOT Competitor Analysis template to see how you measure up to competitors.

Porter’s 5 Forces

This framework is used to evaluate your competitive landscape and to identify factors in your industry that may strengthen or weaken your position. The five forces include the following components:

  • Industry Rivalry
  • Threat of New Entrants
  • Bargaining Power of Buyers
  • Threat of Substitute Products
  • Bargaining Power of Suppliers

Once you have assessed each of the five forces and rated them from low to high, you will be better equipped to pinpoint and enhance your organization’s competitive position within the industry.

This marketing framework is used to assess the five key drivers of marketing decisions for a business. The five Cs of the marketing mix include the following:

  • Company: Identify the unique value proposition (UVP), or the sustainable competitive advantage that the focal business possesses. Some examples include economies of scale, cost leadership, and differentiation. This component of the assessment involves evaluating the products, services, culture, and brand perception of the business to determine if it’s in the best position to satisfy customer needs. 
  • Customers: Having keen insight into who your customers are and what motivates them to purchase is essential before determining how you will meet their needs. Conduct research on who is buying your products, how customers interact with your business (including online), seasonal trends, and customer feedback to gain an understanding of the behaviors and preferences of your customer base.
  • Competitors: Analyzing your competitors and learning about how they conduct business will enable you to strategize a plan that will beat them at their own game. Learn about your competitor’s strengths, weaknesses, and market position by researching what differentiates them, what kind of content they’re producing, and how their customers interact with and review them. 
  • Collaborators: Leveraging relationships with people, partners, and distributors that support your daily business operations is key. Since you rely on these collaborators in order to get your product in front of customers, they can be highly beneficial for helping your business run more efficiently. Create a list of all the key players that your business works with — from investors and stakeholders to shippers and photographers — to create strong relations and uncover opportunities.
  • Climate: Getting a sense of societal, legal, and industry trends that could affect your business will allow you to make decisions proactively. Get an idea of where the market is heading by keeping a watchful eye on social and economic trends that could impact the way customers are buying, or new technologies like social media  that could change the way businesses operate.  

Performing a situational analysis by utilizing these methods will allow you to critically analyze your organization and industry landscape, identify opportunities, establish goals, and create a plan of action to take steps toward achieving those goals.

Step 4: Pinpoint Your Organization’s Core Capabilities

Once you’ve conducted your situational analysis and have a clear understanding of the internal and external factors impacting your business, identify the core capabilities of your organization that you can capitalize on to gain a competitive foothold. 

One way to home in on your core competencies is to gather feedback from your team by asking the following questions:

  • What are our greatest strengths as a company?
  • What are our greatest strengths as a team?
  • What makes our product offerings better than that of our competitors?
  • What makes us the best in our industry?

Your core competencies should be a reflection of your mission and vision statement, and these statements should be modified as core competencies change.

Step 5: Define Your Goals

Are you trying to raise brand awareness? Meet a sales quota? Achieve growth within a specific timeframe? Whatever your primary business, financial, or marketing goals may be, you must ensure they are detailed and data-driven, and that you have the resources needed to achieve them. In other words, you need to establish S.M.A.R.T. goals , which are defined as the following:

  • Specific: Clearly convey the main goals you are trying to accomplish.
  • Measurable: Determine key metrics you will use to track progress.
  • Achievable: Ensure you have the capabilities and resources needed to reach your goals.
  • Relevant: Verify that the marketing goals support the overall mission and vision of the business.
  • Time-Oriented: Set milestones and deadlines for goals to stay on track.

If you’re feeling uncertain about the main goals you are trying to achieve, here are some questions you can ask yourself to get started on developing them:

  • How do we want potential customers to feel about our brand?
  • What key elements of our product or service should potential customers know about?
  • What will motivate potential customers to choose us over our competitors?
  • How is our business positioned in the industry?
  • What is our year-to-date (YTD) growth?
  • How can we best align our marketing plan with our overall business objectives so they support each other?

Once you’ve answered the above questions, develop and track your S.M.A.R.T. goals by downloading a free goal planning and tracking template .

Step 6: Identify Your Target Market

Once you’ve identified your main goals, the next step is to identify target customers that your business will direct its marketing resources to in order to achieve those goals. Since it isn’t efficient or practical to target everyone, the idea is to focus in on customers that are more likely to choose you over competitors, and to stay loyal to your brand. Read below for tips to help you define your target market.

  • Look at the customers you already have: Find out who is already buying your products, and look for mutual interests, preferences, and pain points among those buyers to build customer profiles. Dive in deeper on returning customers, and those that are bringing in the most business, so you can strategize ways to target more buyers with shared characteristics. Another effective way to gain insight into your customer base is to collect information from them by way of focus groups, surveys, research, or simply asking for feedback. Learn more about customer profiles, and use a free customer profile questionnaire template to get started.
  • Look at the customers your competitors have: Learn about the customers your competitors are targeting, and figure out what motivates them to choose the competition’s products over yours. Use this information to find niche markets or opportunities your competitor may be missing out on.
  • Examine your products and services: Take each product or service offering and list out the key benefits they provide, and then detail how each of those benefits solve a specific problem. Use that information to identify who is most likely to have the problem those benefits provide a solution for, and then create a list of those people.
  • Create a target persona: Once you’ve identified the types of people who will most likely benefit from your product, you’ll need to home in on those that are also more likely to purchase it — and choose your brand over the competition. Figure out what the demographics of each buyer looks like (e.g. age, gender, occupation), as well as the characteristics of said buyer (e.g. personality, preferences, lifestyle). Then, identify how your target persona will find your product, what will motivate them to buy it, how they will use it, and how it fits in with his or her lifestyle. Learn more about target personas, and download a free persona worksheet template to get started.

Step 7: Develop Your Marketing Strategy

Once you’ve established who you are targeting, you need to create a plan for how you will reach them and ultimately convert them into a customer. Ask yourself how you will get in front of your target audience to bring awareness to your product, and how you will convince them to purchase from you. Read below for effective concepts you can use to develop your strategy.

Identify your buyer’s buying cycle. 

Now that you’ve pinpointed your target buyer, the next step is to develop a content strategy to encourage the buyer through each stage of the customer’s journey. Understanding how your customers make purchase decisions will allow you to align your content strategy accordingly. The stages of the customer’s buying cycle include the following:

  • Awareness: Prospective buyers have a problem and begin searching for solutions. This is the stage where a business invests its resources to make potential customers aware of the products and services it offers.
  • Consideration: Prospective buyers are considering the various solutions available to solve their problem, and need to be convinced that they need to make a purchase in order to solve it. This is the stage where a business conveys in great detail the benefits the customer will receive after using the product, and how it is better than what the competition is offering. 
  • Intent: Prospective buyers are convinced that they need to make a purchase to solve their problem, and begin to compare alternatives. This is the stage where a business reassures the customer that the product offered makes the most sense out of all the alternatives from an emotional, financial, or lifestyle perspective. 
  • Purchase: Prospective buyers have made their decision on which company they will purchase the product from. Even if the buyer chooses your product, the process does not end here. The goal of your business is to develop a relationship with the customer to increase brand loyalty, and to find upsell opportunities based on purchase history.
  • Repurchase: Buyers need to renew a perishable product (e.g. a supply of contact lenses) or a product subscription. The goal of your business is to foster the relationship with the customer by offering incentives to repurchase and to increase brand evangelism. An effective way to use content to retain customers is through email marketing campaigns. Find email workflow tips, examples and free templates to get started on developing your strategy.

Before creating content for each stage of the buying cycle, you must first establish your content goals for each stage, strategies to implement to meet those objectives, and the key metrics to measure results. 

Develop your content strategy for each phase of the cycle and choose from a wide variety of free content marketing templates . 

Determine the 4Ps of your marketing mix.

In order to effectively guide potential customers through each phase of the buyer’s lifecycle, use your marketing project management skills to create a strategy to get your brand in front of them, and then motivate them to purchase your product. As you develop your strategy, refer to the following 4Ps of your marketing mix:

  • Product: This refers to the tangible good (or intangible service) that you are offering as a solution to meet the needs of the customer. Emphasizing the UVP and differentiating your product in the market are the first steps to setting yourself apart and positioning your brand.
  • Price: This refers to the price your customer is expected to pay for the product. Understanding the perceived value (e.g. high quality versus low quality) of your product in the eyes of the customer is imperative before you can effectively set a price. Researching the price competitors are offering for similar products or alternatives is a great place to start. 
  • Promotion: This refers to the communication aspect of your marketing strategy. Getting the word out about your product is the best way to raise awareness about your brand, with methods including press releases, trade shows, event marketing, videos , and advertising.
  • Place: This refers to the place where customers can purchase your product. Will you sell exclusively online? Will customers need to come to a physical location? The marketing channels you will use to get the product from producer to customer (e.g. direct selling, mail order, online) are a part of your distribution strategy.

According to Justin Mares and Gabriel Weinberg, authors of the book Traction: How Any Startup Can Achieve Explosive Customer Growth , some key marketing channels to use to raise awareness about your brand include the following:

  • Relevant blogs
  • Unconventional PR
  • Paid Ads/Remarketing
  • Offline Ads
  • Content Marketing
  • Email Marketing
  • Trade Shows
  • Speaking Engagements
  • Marketing Events
  • Community Events

Create your budget.

Setting a budget will give you parameters to work within as you are implementing your plan. It also enables you to prioritize your needs before your wants so you can dictate resources (e.g. talent acquired) toward high priority goals first. Here are some helpful tips you can use to create your marketing budget:

  • Build your budget plan based on last year’s numbers, or build from scratch according to priority.
  • Make a list of action items, and then come up with an estimated budget for each item based on marketing, distribution, and promotional expenses.
  • Prioritize your needs before your wants. Whatever is leftover after your needs are fulfilled, funnel those funds toward your wants.
  • Invest in areas with higher return on investment (ROI) (e.g., content marketing, email marketing) to increase your buying power. 

Find a wide range of free marketing budget templates to start planning your budget. 

Step 8: Create a Value-Complexity Matrix

Once you have established your marketing tactics and set out a budget to work within, you’ll need to prioritize your plan of attack by going after low hanging fruit. In other words, you need to act on the high value items that don’t require as much effort to complete, or the “easy wins.”

Take each initiative and assign it to a quadrant within the following matrix to determine if the time and resources needed to complete the initiative are worth the value it will return.

Step 9: Conduct Financial Projections

This segment of the plan shows the financial projections you have determined to be relevant to the project based on the research you have completed for your marketing plan. This component of the marketing plan is critical in order to gain buy-in from stakeholders and investors, and to guide your decisions throughout the duration of the project. 

Common financial data to add to your marketing plan include the following:

Forecasts (sales and expenses)

Break even analysis

Financial requirements

3 year financial projections

Income statement

Cash flow statement

Balance sheet

Find a free sales forecast template, financial projections template, and other templates to prepare your financial data by checking out this page with free startup plan, budget and cost templates . 

Step 10: Identify Standards of Performance and Results Tracking Methods

The primary purpose of setting performance standards is to communicate clear expectations and desired results for an organization’s marketing efforts. For example, a performance standard might be that the total budget for X will equal a specific percentage of the yearly promotional budget for the coming year. 

Before you can adequately measure the outcome of marketing initiatives, there are some steps you must take to lay the groundwork.  

  • Determine your key performance indicators (KPIs): Define measurable marketing metrics and connect them to your established goals in order to track progress.
  • Establish a baseline: Understand and document how your business is currently performing so you have something to compare future performance results to.
  • Define your benchmarks: Acquire data about your competition and industry to develop standard measurements that indicate how you stack up against the competition.
  • Decide which tools and platforms to implement: The results you analyze are only as good as the methods you use to track them. Find a  project management platform that provides real-time visibility into project status and performance so you have the ability to make timely, data-driven decisions. 

Once you’ve completed these steps, you can begin the process of tracking performance by doing the following:

  • Establish guidelines on results tracking (e.g. what to track and how often), and determine who is responsible.
  • Schedule meetings to evaluate results and determine where opportunities lie. Come to each meeting prepared by using a free meeting agenda template .
  • Take inventory of your content and compile a list of the top performers. Compare the results of that content to your standards of performance to see if they align, and to identify what can be improved upon. In this article, you can choose from 60-plus content marketing templates , including a content inventory template, to help you plan and execute your content marketing strategy.
  • When performance improves, identify what contributed to it and allocate resources accordingly.

Once you’ve identified the standards to use to measure the effectiveness of your marketing strategy, the next course of action is to implement your plan, measure performance, and adjust accordingly.  

Step 11: Write the Executive Summary

Although the executive summary is placed at the beginning of your marketing plan, it is the final step to be completed. This section summarizes all the key takeaways from each segment of the marketing plan, and should ultimately answer each of the following questions:

  • What are the overall business objectives?
  • How do your marketing goals align with the business objectives?
  • Which products or services will you market?
  • Who is your target audience?
  • What resources will you leverage (e.g. partnerships) to get your products in front of prospects?
  • What gives you a competitive advantage?
  • What problems are you solving?
  • What solutions are you providing?
  • What are the short and long-term goals of the company?

Learn more about how to create an effective summary, and find free checklists and templates to support your efforts by visiting “ How to Write an Effective Executive Summary to Yield Results .”

It’s important to remember that a marketing plan is not static, but rather a living document that should be referenced regularly, and updated as changes occur within your business and the larger business climate. 

Marketing Plan Examples and Samples

In this section, you will find examples of marketing plans created by established companies, along with sample marketing plan, to help guide you in your efforts in creating your own plan.

Lush Marketing Plan (provided by Calameo)

This first example is a marketing plan that was created for a cosmetics company. You will note that design elements throughout this plan are consistent to the brand, and sections are broken up by catchy graphics and illustrations.

RE/MAX Marketing Plan (provided by Calameo)

This example is a marketing plan that was created for a real estate company. This plan emphasizes the benefits that a customer receives by using their services, and details the promotional strategy used to connect customers to their business.

Marketing Plan Sample (provided by Houghton Mifflin Company)

This sample shows a marketing plan for a hypothetical company. Although this plan does not display any design elements or graphs, it breaks the plan up into the key components of a basic marketing plan.

Benefits of a Strong Marketing Strategy and Marketing Plan

A strong marketing plan can serve as a roadmap for your organization, and taking the time to write a formal plan — rather than relying on esoteric goals or vague strategy — can heighten the success of your overall marketing efforts. A marketing plan can help you accomplish the following:

  • Pinpoint high priority initiatives.
  • Eliminate projects that don’t move you toward your goals.
  • Identify the right metrics to track.
  • Give your team direction and alignment.
  • Set realistic and measurable objectives.
  • Answer key questions about your business (and how this effort fits into high-level organizational goals).
  • Identify your target audience/customers and define how to best reach them.
  • Develop a structured approach to building products and services that satisfy customers’ needs.
  • Retain your customers.
  • Save time and money.

Ultimately, your marketing plan acts as a reference document that will hold you accountable and help you execute your marketing strategy.

Best Practices for Creating a Strategic Marketing Plan

You can elevate the utility of your marketing plan by taking extra time to add elements and perform in-depth analysis of your audience, brand, and budget. Below are some tactical and analytical tips that will help you get the most out of your marketing strategy planning:

  • Create a dynamic marketing plan . With so much information to cover, your plan might end up being a long, text-heavy document. Include a table of contents so that your readers can easily navigate through the plan, use bullet points to break up walls of text, and include visual illustrations that draw the eye. Also consider creating a one-page version that captures the most important high-level information.
  • Back up your plan with research. All of the information provided in your plan will be more credible if you can back it up with research and facts before you go to market . Attach an appendix for any supporting material, and provide graphics (tables, graphs, pictures, etc.) to substantiate your statements and analysis.
  • Understand your audience . A successful marketing campaign hinges on being able to connect your message with your target market. Use Google Analytics or another engagement analysis platform to identify your audience and their behavior, and consider creating audience personas so that you know who you are producing content for. 
  • Ensure your brand is strong and stands out . This concept is complex and requires continual attention and iteration. From a marketing perspective, you can begin building brand integrity by defining your unique selling proposition, optimizing and designing your website and all other distribution channels, and creating great content. Be sure to elicit feedback from other departments so that the marketing material is in line with organizational messaging and goals.
  • Create realistic financial goals . Like all other business concerns, success relies on sound budgeting. Define your budget early on to set expectations around spending and to identify any potential financial gaps, and create some metrics and KPIs that are related to financial success. In addition, make sure you can realistically support any special offers, discounts, or rewards that you offer.

You can also tap into several accessory activities to strengthen your marketing planning. These include the following:

  • Promotions strategies
  • Online marketing strategy
  • Joint ventures and partnerships
  • Referral strategy
  • Strategy for increasing transaction prices
  • Retention strategy

Design Tips for a Marketing Plan

Presentation is key when it comes to showcasing your marketing plan to potential investors and stakeholders. Below are some basic best practices to keep the look of your plan interesting and streamlined:

  • Keep design elements and formatting consistent throughout the design brief and plan.
  • Incorporate icons, charts, and infographics to make the plan more visually compelling.
  • Use borders and colors (ensure consistency with your branding style guidelines) to section out your marketing plan.
  • Emphasize key stats and metrics to make it scannable.
  • Create a visual of your target audience persona.
  • Use design elements that reflect your high-level marketing goals.
  • Use a template to incorporate your own unique touch and branding.

Improve Your Marketing Strategy and Plan with Smartsheet for Marketing

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The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

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How to Build a Detailed Business Plan That Stands Out [Free Template]

AJ Beltis

Updated: March 29, 2022

Published: March 11, 2022

While starting a company may seem easier now than ever before, entrepreneurs have an uphill battle from the moment they start a business. And without a clear, actionable business plan for selling, marketing, finances, and operations, you're almost destined to face significant challenges.

Entrepreneur builds his business plan template

This is why crafting a business plan is an essential step in the entrepreneurial process.

In this post, we'll walk you through the process of filling out your business plan template, like this free, editable version :

free editable One-Page Business Plan PDF  Template

Download a free, editable one-page business plan template.

We know that when looking at a blank page on a laptop screen, the idea of writing your business plan can seem impossible. However, it's a mandatory step to take if you want to turn your business dreams into a reality.

→ Download Now: Free Business Plan Template

That's why we've crafted a business plan template for you to download and use to build your new company. You can download it here for free . It contains prompts for all of the essential parts of a business plan, all of which are elaborated on, below.

This way, you'll be able to show them how organized and well-thought-out your business idea is, and provide them with answers to whatever questions they may have.

business plan marketing plan template

Free Business Plan Template

The essential document for starting a business -- custom built for your needs.

  • Outline your idea.
  • Pitch to investors.
  • Secure funding.
  • Get to work!

You're all set!

Click this link to access this resource at any time.

Building a Successful Business Plan

In the next section, we'll cover the components of a business plan , such as an executive summary and company description. But before we get to that, let's talk about key elements that should serve as building blocks for your plan.

For some entrepreneurs, the thought of writing a business plan sounds like a chore — a necessary means to an end. But that's a bad take.

A solid business plan is a blueprint for success . It's key to securing financing, presenting your business, outlining your financial projections, and turning that nugget of a business idea into a reality.

At the core, your business plan should answer two questions: why your business and why now?

Investors want to know why your business is entering the market, i.e. what problem it's solving and how it's different from what's currently out there. They also want to know why now is the right time for your type of product or service.

At a minimum, your plan should:

  • Be more realistic than idealistic: Too often, business plans focus too much on how things could be instead of how they are. While having a vision is important, your plan needs to be rooted in research and data.
  • Legitimize your business idea : If an idea fails on paper, it's a signal to go back to the drawing board. In doing so, you avoid losing precious time or money chasing an unrealistic idea.
  • Position your business for funding: To get your business off the ground, chances are you'll need financial backing. Even with a solid business idea, investors, lenders, and banks still need convincing. An effective business plan will outline how much money you need, where it's going, what targets you will hit, and how you plan to repay any debts.
  • Lay the foundation: Investors focus on risk – if anything looks shaky, it could be a dealbreaker. Ideally, your business plan will lay down the foundation for how you'll operate your business — from operational needs to financial projections and goals.
  • Communicate your needs: It's nearly impossible to communicate your needs if you don't know what they are first. Of course, a business’ needs are always changing — but your plan should give you a well-rounded view of how your business will work in the short and long term.

So back to the question of why and why now – consider three things:

  • Your industry – How does your product or service fit within your industry? Are you targeting a specific niche? Where do you see the industry going in the next five to 10 years?
  • Your target audience – Who are you targeting? What challenges are they facing? How will your product or service help them in their daily lives?
  • Your unique selling proposition (USP) – What sets you apart from your competitors? Is it your product/service features? Your company values? Price?

Once you know the answers to these questions, you'll be equipped to answer the question: why your business and why now.

How to Build a Business Plan

  • Executive Summary
  • Company and Business Description
  • Product and Services Line
  • Market Analysis
  • Marketing Plan
  • Legal Notes
  • Financial Considerations

Featured Resource: Free Business Plan Template

1. cover page.

Your business plan should be prefaced with an eye-catching cover page. This means including a high-resolution image of your company logo, followed by your company's name, address, and phone number.

Since this business plan will likely change hands and be seen by multiple investors, you should also provide your own name, role in the business, and email address on the cover page.

At the bottom of this page, you can also add a confidentiality statement to protect against the disclosure of your business details.

The statement can read as follows: " This document contains confidential and proprietary information created by [your company name]. When receiving this document, you agree to keep its content confidential and may only reproduce and/or share it with express written permission of [your company name] ."

Remember to keep your cover page simple and concise — and save the important details for other sections.

Why it matters: First impressions are everything, and a clean cover page is the first step in the right direction.

Example of a Cover Page

Business Plan Template: Cover Page

2. Executive Summary

The executive summary of your business plan provides a one- to two-page overview of your business and highlights the most crucial pieces of your plan, such as your short-term and long-term goals.

The executive summary is essentially a boiled-down version of your entire business plan, so remember to keep this section to the point and filled only with essential information.

Typically, this brief section includes:

  • A mission statement.
  • The company's history and leadership model.
  • An overview of competitive advantage(s).
  • Financial projections.
  • Company goals.
  • An ask from potential investors.

Why it matters: The executive summary is known as the make-or-break section of a business plan. It influences whether investors turn the page or not — so effectively summarizing your business and the problem it hopes to solve is a must.

Think of the Summary as a written elevator pitch (with more detail). While your business plan provides the nitty-gritty details, your Summary describes — in a compelling but matter-of-fact language — the highlights of your plan. If it's too vague, complicated, or fuzzy, you may need to scrap it and start again.

Example of an Executive Summary Introduction

"The future looks bright for North Side Chicago, particularly the Rock Hill Neighborhood. A number of high-end commercial and residential developments are well on their way, along with two new condo developments in nearby neighborhoods.

While the completion of these developments will increase the population within the neighborhood and stimulate the economy, the area lacks an upscale restaurant where residents and visitors can enjoy fine food and drink. Jay Street Lounge and Restaurant will provide such a place."

3. Company & Business Description

In this section, provide a more thorough description of what your company is and why it exists.

Business Plan Template: Business Description

The bulk of the writing in this section should be about your company's purpose – covering what the business will be selling, identifying the target market, and laying out a path to success.

In this portion of your business plan, you can also elaborate on your company's:

  • Mission statement
  • Core values
  • Team and organizational structure

Why it matters: Investors look for great structures and teams in addition to great ideas. This section gives an overview of your businesses' ethos. It's the perfect opportunity to set your business apart from the competition — such as your team's expertise, your unique work culture, and your competitive advantage.

Example of a Values/Mission Statement

"Jay Street Lounge and Restaurant will be the go-to place for people to get a drink or bite in an elegant, upscale atmosphere. The mission is to be North Side's leading restaurant, with the best tasting food and the highest quality service."

3. Product & Services Line

Here's where you'll cover the makeup of your business's product and/or services line. You should provide each product or service's name, its purpose, and a description of how it works (if appropriate). If you own any patents, copyrights, or trademarks, it's essential to include this info too.

Next, add some color to your sales strategy by outlining your pricing model and mark-up amounts.

If you're selling tangible products, you should also explain production and costs, and how you expect these factors to change as you scale.

Why it matters: This section contains the real meat of your business plan. It sets the stage for the problem you hope to solve, your solution, and how your said solution fits in the market.

There's no one-size-fits-all formula for this section. For instance, one plan may delve into its ability to market in a more cost-effective way than the competition, whereas another plan focuses on its key products and their unique features and benefits.

Regardless of your angle, it's critical to convey how your offerings will differ from the competition.

Example of a Product/Service Offering

"The menu at Jay Street Lounge and Restaurant will focus on Moroccan cuisine. The stars of the menu (our specialties) are the Moroccan dishes, such as eggplant zaalouk, seafood bastilla, tagine, and chickpea stew. For those who enjoy American dishes, there will also be a variety of options, from burger sliders and flatbread pizza to grilled steak and salads.

The food at Jay Street will have premium pricing to match its upscale atmosphere. During the summer months, the restaurant will have extra seating on the patio where clients can enjoy a special summer menu. We will be open on all days of the week."

4. Market Analysis

Business Plan Template: Market Analysis

It helps to reference your market research documentation in this section, like a Porter's Five Forces Analysis or a SWOT Analysis ( templates for those are available here ). You can also include them in your appendix.

If your company already has buyer personas, you should include them here as well. If not, you can create them right now using the Make My Persona Tool .

Why it matters: Having an awesome product is, well, awesome — but it isn't enough. Just as important, there must be a market for it.

This section allows you to dig deeper into your market, which segments you want to target, and why. The "why" here is important, since targeting the right segment is critical for the success and growth of your business.

It's easy to get lost (or overwhelmed) in a sea of endless data. For your business plan, narrow your focus by answering the following questions:

  • What is my market? In other words, who are my customers?
  • What segments of the market do I want to target?
  • What's the size of my target market?
  • Is my market likely to grow?
  • How can I increase my market share over time?

Example of a Market Analysis

"Jay Street Lounge and Restaurant will target locals who live and work within the Rock Hill Neighborhood and the greater North Side Chicago area. We will also target the tourists who flock to the many tourist attractions and colleges on the North Side.

We will specifically focus on young to middle-aged adults with an income of $40,000 to $80,000 who are looking for an upscale experience. The general demographics of our target market are women between 20 to 50 years old.

A unique and varied Moroccan-American menu, along with our unique upscale atmosphere, differentiates us from competitors in the area. Jay Street will also set itself apart through its commitment to high-quality food, service, design, and atmosphere."

5. Marketing Plan

Unlike the market analysis section, your marketing plan section should be an explanation of the tactical approach to reaching your aforementioned target audience. List your advertising channels, organic marketing methods, messaging, budget, and any relevant promotional tactics.

If your company has a fully fleshed-out marketing plan, you can attach it in the appendix of your business plan. If not, download this free marketing plan template to outline your strategy.

business plan marketing plan template

Free Marketing Plan Template

Outline your company's marketing strategy in one simple, coherent plan.

  • Pre-Sectioned Template
  • Completely Customizable
  • Example Prompts
  • Professionally Designed

Why it matters: Marketing is what puts your product in front of your customers. It's not just advertising — it's an investment in your business.

Throwing money into random marketing channels is a haphazard approach, which is why it's essential to do the legwork to create a solid marketing plan.

Here's some good news — by this point, you should have a solid understanding of your target market. Now, it's time to determine how you'll reach them.

Example of a Marketing Plan Overview

"Our marketing strategy will focus on three main initiatives:

  • Social media marketing. We will grow and expand our Facebook and Instagram following through targeted social media ads.
  • Website initiatives. Our website will attract potential visitors by offering updated menus and a calendar of events.
  • Promotional events. Jay Street will have one special theme night per week to attract new clients."

6. Sales Plan

It doesn't matter if your sales department is an office full of business development representatives (BDR) or a dozen stores with your products on their shelves.

The point is: All sales plans are different, so you should clearly outline yours here. Common talking points include your:

  • Sales team structure, and why this structure was chosen.
  • Sales channels.
  • Sales tools, software, and resources.
  • Prospecting strategy.
  • Sales goals and budget.

Like with your marketing plan, it might make sense to attach your completed sales plan to the appendix of your business plan. You can download a template for building your sales plan here .

Why it matters: Among other things, investors are interested in the scalability of your business — which is why growth strategies are a critical part of your business plan.

Your sales plan should describe your plan to attract customers, retain them (if applicable), and, ultimately, grow your business. Be sure to outline what you plan to do given your existing resources and what results you expect from your work.

Example of a Sales Plan Overview

"The most important goal is to ensure financial success for Jay Street Lounge and Restaurant. We believe we can achieve this by offering excellent food, entertainment, and service to our clients.

We are not a low-cost dining option in the area. Instead, the food will have premium pricing to match its upscale feel. The strategy is to give Jay Street a perception of elegance through its food, entertainment, and excellent service."

7. Legal Notes

Your investors may want to know the legal structure of your business, as that could directly impact the risk of their investments. For example, if you're looking for business partners to engage in a non-corporation or LLC partnership, this means they could be on the line for more than their actual investment.

Because this clarification is often needed, explain if you are and/or plan to become a sole proprietor, partnership, corporation, LLC, or other.

You should also outline the steps you have taken (or will need to take) to operate legally. This includes licenses, permits, registrations, and insurance.

The last thing your investor wants to hear after they've sent you a big chunk of change is that you're operating without proper approval from the local, state, or federal government.

Why it matters: The last thing your investor wants to hear after they've sent you a big chunk of change is that you're operating without proper approval from the local, state, or federal government.

Example of Legal Notes

"Jay Street Lounge and Restaurant is up-to-date on all restaurant licenses and health permits. Our business name and logo are registered trademarks, presenting the possibility of expanding locally."

8. Financial Considerations

Ultimately, investors want to know two things:

  • When they will earn their money back.
  • When they will start seeing returns on their initial investment.

That said, be clear, calculated, and convincing in this section. It should cover:

  • Startup costs.
  • Sales forecasts for the next several months/quarters.
  • Break-even analysis for time and dollars.
  • Projected profit and loss (P&L) statement.

Facts and figures are key here, so be as specific as possible with each line item and projection. In addition, explain the "why" behind each of these sections.

However, keep in mind that information overload is a risk, especially when it comes to data. So, if you have pages upon pages of charts and spreadsheets for this section, distill them into a page or two and include the rest of the sheets in the appendix. This section should only focus on key data points.

Why it matters: One of the most important aspects of becoming "investor ready" is knowing your numbers. More importantly, you need to understand how those numbers will enhance your business.

While it's easy to write a number down on paper, it's more important to understand (and communicate) why you need capital, where it's going, and that your evaluation makes sense.

Example of Financial Projections

"Based on our knowledge and experience in the restaurant industry, we have come up with projections for the business.

Starting with an expenditure of $400,000 in year 1, we forecast sales of $1,500,000 and $2,800,000 for years two and three. We expect to achieve a net profit of 15% by year three."

9. Appendix

A detailed and well-developed business plan can range anywhere from 20 to 50 pages, with some even reaching upward of 80.

In many cases, the appendix is the longest section. Why? Because it includes the supportive materials mentioned in previous sections. To avoid disrupting the flow of the business plan with visuals, charts, and spreadsheets, business owners usually add them in the last section, i.e. the appendix.

Aside from what we've already mentioned – marketing plan, sales plan, department budgets, financial documents – you may also want to attach the following in the appendix:

  • Marketing materials
  • Market research data
  • Licensing documentation
  • Branding assets
  • Floor plans for your location
  • Mockups of your product
  • Renderings of your office space or location design

Adding these pieces to the appendix enriches the reader's understanding of your business and proves you've put the work into your business plan without distracting from the main points throughout the plan.

Why it matters: An appendix helps the reader do their due diligence. It contains everything they need to support your business plan.

Keep in mind, however, that an appendix is typically necessary only if you're seeking financing or looking to attract business partners.

Use a Business Plan Template to Get Started

Writing a business plan shouldn't be an insurmountable roadblock to starting a business. Unfortunately, for all too many, it is.

That's why we recommend using our free business plan template. Pre-filled with detailed section prompts for all of the topics in this blog post, we're confident this template will get your business plan started in the right direction.

Editor's note: This post was originally published in June 2017 and has been updated for comprehensiveness.

Business Plan Template

Don't forget to share this post!

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2 Essential Templates For Starting Your Business

Marketing software that helps you drive revenue, save time and resources, and measure and optimize your investments — all on one easy-to-use platform

Create a Detailed Marketing Plan With 6 Effective Templates

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Want to make costly marketing errors and waste time and resources? Start without a marketing plan.

A marketing plan is not only an essential part of your business plan, but it is the roadmap that will provide your team focus and direction in all their marketing efforts.

A good marketing plan is backed by research and facts. Below, we’ve covered the steps you need to follow when creating a marketing plan that will help you attract potential customers to your product and services and convince them to buy.

Understand Your Current Market and Market Position

Set your smart marketing goals, outline your marketing processes, set a budget for your marketing activities.

  • Marketing Strategies and Tactics

Advanced Strategies for Experienced Marketers

Ready to create your own marketing plan.

Pricing, promoting and creating brand messages , all depend on your current market and your position in it.

When understanding your current market position, there are a few things that you need to look into;

Understand Your Product

This is where you look into the strengths, weaknesses, opportunities, and threats associated with your product.

With your team and a SWOT analysis , this will take only a few hours. Once you understand your product in terms of these four areas, it’ll be easier to understand your market position.

SWOT Analysis Template - Creating a marketing plan

To create a SWOT analysis template for Marketing Plan:

  • Define your objective.
  • Gather relevant information.
  • Use a SWOT analysis template.
  • Analyze strengths (internal factors).
  • Evaluate weaknesses (internal factors).
  • Identify opportunities (external factors).
  • Assess threats (external factors).
  • Analyze results and look for insights.
  • Develop strategies based on findings.

Understand Your Customer

Everything – from what words you use to communicate your message to what marketing channels you use to promote your product – depends on who your customer is.

How old are they? Are they employed? What are their interests? While you need both quantitative and qualitative data on your customers, you can collect them via email surveys, direct interviews, questionnaires, and research.

Using the data you collect, create several user personas based on user segments. You can refer to these whenever you are developing a marketing strategy.

Buyer Persona Template - Creating a marketing plan

To create a buyer persona template for Marketing Plan:

  • Research your target audience.
  • Define key characteristics.
  • Give the persona a name and image.
  • Describe background and demographics.
  • Detail goals and motivations.
  • Outline challenges and pain points.
  • Document preferred channels and information sources.
  • Capture buying behavior and decision-making process.
  • Add additional relevant details.
  • Create a visual template for easy reference.
  • Validate and update regularly.

Understand Your Competitors

This is where you identify your top competition, assess their strengths and weaknesses and analyze their marketing strategies in the market. The information you collect can be used to build effective strategies to improve your competitive advantage.

Once you conduct research, gather and analyze data on your competitors, you’d be able to understand whether you are a leader or a follower in the market.

Competitor Analysis Template - Creating a marketing plan

To create a competitor analysis template for Marketing Plan:

  • Identify key competitors.
  • Determine evaluation criteria.
  • Gather information.
  • Create a table or spreadsheet.
  • Analyze each competitor.
  • Compare and contrast.
  • Identify competitive advantages.
  • Make strategic decisions.
  • Update regularly.

Understand Your Brand Positioning

Your brand position is how you want your customers to perceive your brand. In order to determine this, you need to

  • Know what your customer wants. The target market research you did earlier will help you with this.
  • Understand what your brand’s capabilities are. Again refer to the SWOT analysis you did of your product.
  • Understand how your competitors are positioning their brands in the market. You can figure this out with the help of the competitor analysis you did earlier.

Hence, your brand positioning should resonate with your consumers, can be delivered by you and should be different from that of your competitors. Keep these in mind when you are setting your marketing goals.

The Brand Asset Scorecard

Compare your brand with the average brands in the market by scoring each of the following five brand asset categories using a 20-point scale with a maximum possible score of 100. This way you can derive a score that indicates the relative strength of your brand against your competitors.

The Brand Asset Scorecard - Creating a marketing plan

To create a brand asset scorecard template for Marketing Plan:

  • Identify brand assets.
  • Define evaluation criteria.
  • Determine rating scales.
  • Evaluate brand assets.
  • Calculate scores and summarize.
  • Identify improvement areas.
  • Set action plans.
  • Regularly review and update.

Now that you know where you stand in the market, it’s time to define your marketing goals. They are the only way to measure the success of the effort your marketing team is putting in.

Based on your current performance and your marketing objectives, your goals might change, but make sure that they align with the SMART goal criteria .

SMART Goals Template - Creating a marketing plan

To create a SMART marketing goal template for Marketing Plan:

  • Start with a specific objective.
  • Make it measurable with clear metrics.
  • Ensure it’s achievable with the allocated resources.
  • Check if it’s relevant to business goals.
  • Set a time-bound deadline.
  • Document in a template.
  • Review and track progress regularly

Once you know the goals you want to achieve, you can easily outline the steps that you need to take to accomplish them.

With a process map or flowchart , you can map the tasks you need to complete in order to achieve each of your goals. Once you’ve diagrammed your strategy, you can share it with your team and analyze whether the process needs to be improved or not.

Product Marketing Planning Process - Creating a marketing plan

Whether it is to run a social media campaign or to get an ad published in a newspaper, you need to spend money.

Now that you have identified the tasks/ steps you need to take, figure out how much money you’ll have to spend on each activity and where you’d take the money from. Having planned how you spend money earlier will help you keep track of your finances.

Before winding up, let’s also take a look at popular marketing strategies and tactics you can use and implement along with a marketing plan.

Different marketing strategies and tactics may be more effective depending on your industry, target market, and business goals. It’s important to regularly assess the effectiveness of your marketing initiatives, make any necessary adjustments, and monitor results. Here are some examples of marketing strategies and tactics commonly used by businesses.

  • Target Market Segmentation

Based on demographics, psychographics, or other relevant factors, divide your overall market into smaller, more manageable categories. Customize your marketing messaging and strategies to engage and effectively reach each category.

Content Marketing

To attract and engage your target audience, produce and distribute relevant material, such as blog posts, videos, infographics, or whitepapers. Focus on delivering helpful information, resolving issues, and building your reputation as an industry expert.

Social Media Marketing

Use well-known social media sites like Facebook, Instagram, Twitter, or LinkedIn to promote your goods or services, build brand awareness, and interact with your audience. To achieve your marketing objectives, combine organic posts with sponsored adverts, influencer partnerships, and community engagement.

Search Engine Optimization (SEO)

Increase the visibility of your website and online content by optimizing it. To increase your website’s visibility and organic traffic, conduct keyword research, provide high-quality content, optimize meta tags and descriptions, and develop quality backlinks.

Pay-Per-Click (PPC) Advertising

Run targeted internet advertising where you only pay when someone clicks on them on search engines (like Google advertising) or social media platforms (like Facebook Ads). For your campaigns to be as effective as possible, set specified budgets, target keywords, demographics, or interests, and keep an eye on them.

Email Marketing

Create an email list of prospective or current clients and send them targeted, customized emails. To cultivate leads, promote conversions, and increase customer loyalty, use email newsletters, promotional offers, product updates, or automated drip campaigns.

Influencer Marketing

To promote your business or products, collaborate with influential individuals or popular social media personalities in your industry. These influencers can create content, share reviews, or endorse your offerings, helping you reach their dedicated audience and increase brand awareness.

Referral Programs

You can encourage your current clients to recommend your company to their friends, relatives, or coworkers by providing rewards or incentives. Create referral programs that give discounts, exclusive access, or loyalty points to both the referrer and the new consumer.

Event Marketing

Participate in or organize trade exhibitions, conferences, events, or webinars that are relevant to your field. These events provide opportunities to network, showcase your products, share knowledge, and generate leads.

Personalization and Customer Segmentation

Tailor your marketing messages and offers to individual customers or specific customer segments based on their preferences, behavior, or purchase history. Deliver personalized experiences across numerous channels by utilizing customer data, analytics, and marketing automation tools.

Advanced strategies require a deep understanding of your target audience, extensive data analysis, and ongoing experimentation. To ensure optimal performance and maintain an edge over the competition, it’s critical to regularly assess the outcomes, iterate, and change your methods.

  • Account-Based Marketing (ABM): Tailor personalized marketing campaigns to specific high-value accounts, using personalized content, targeted advertising, and outreach to engage and convert them.
  • Marketing Automation: Streamline marketing processes with automation tools, automating tasks, nurturing leads through personalized workflows, and leveraging data and analytics to deliver targeted content and offers.
  • Predictive Analytics: Use large datasets and machine learning to gain insights into future customer behavior, enabling data-driven decisions, anticipating needs, and personalizing marketing efforts effectively.
  • Retention Marketing: Focus on retaining existing customers through personalized communication, loyalty programs, exclusive offers, proactive customer support, and targeted upselling or cross-selling campaigns.
  • Omnichannel Marketing: Create a seamless customer experience across multiple channels, integrating online and offline marketing efforts for consistent messaging and customer interactions.
  • Data-driven Personalization: Utilize customer data and advanced segmentation to deliver highly personalized experiences, tailoring marketing messages, recommendations, and offers based on individual behavior and demographics.
  • Influencer Relationship Management: Build long-term relationships with influencers and thought leaders, collaborating beyond one-off campaigns for continuous brand exposure and audience engagement.
  • Customer Advocacy Programs: Encourage satisfied customers to become brand advocates through incentives for sharing positive reviews, referrals, or user-generated content, leveraging their influence and social proof.
  • Account-Based Retargeting: Combine ABM principles with retargeting strategies, using personalized ads and email campaigns to engage key accounts that have shown interest but have not converted.
  • Experimental Marketing: Take calculated risks and experiment with innovative tactics, channels, or technologies to discover unique growth opportunities, such as virtual reality experiences, chatbots, voice search optimization, or emerging social media platforms.

A marketing plan doesn’t necessarily need to contain hundreds of pages. What is important is that it provides your marketing team the roadmap to get started.

Make use of the visualization techniques we looked at when discussing each step to make things clearer to your team.

And don’t forget to share your ideas on how to create a marketing plan with us.

Join over thousands of organizations that use Creately to brainstorm, plan, analyze, and execute their projects successfully.

FAQs About Marketing Plans

  • Provides direction: It helps align marketing activities with business goals, ensuring all efforts work cohesively towards achieving desired outcomes.
  • Increases efficiency: By defining objectives, strategies, and tactics in advance, it helps prioritize tasks, allocate resources effectively, and minimize wasted efforts.
  • Facilitates decision-making: A marketing plan provides a framework for evaluating different marketing opportunities, making informed decisions, and adjusting strategies based on market conditions.
  • Enhances focus and accountability: It sets clear targets, timelines, and responsibilities, allowing team members to stay focused and accountable for executing the marketing plan.

While the components of a marketing plan can vary, here are some common key elements:

  • Executive Summary
  • Market Research and Analysis
  • Competitive Analysis
  • Marketing Objectives
  • Implementation Timeline
  • Budget Allocation
  • Measurement and Tracking Metrics
  • Risk Assessment and Contingency Plans

To measure and track the effectiveness of a marketing plan, consider the following approaches,

  • Key Performance Indicators (KPIs): Define relevant KPIs such as sales revenue, website traffic, conversion rates, customer acquisition cost, customer lifetime value, social media engagement, or email open rates.
  • Analytics and Tracking Tools: Utilize web analytics tools, CRM systems, social media analytics, or email marketing software to gather data and insights on customer behavior, campaign performance, and ROI.
  • Regular Reporting and Analysis: Review and analyze the collected data regularly to evaluate the success of marketing activities, identify areas for improvement, and make data-driven decisions for adjustments or optimizations.
  • Limited Resources: Insufficient budgets, time, or manpower can hinder the execution of planned marketing activities.
  • Competitive Landscape: Competitors' actions or market dynamics may require adjustments to the planned strategies.
  • Changing Consumer Behavior: Shifts in consumer preferences, trends, or technologies may demand adaptability and flexibility in marketing approaches.
  • Measurement and Analysis: Difficulties in accurately measuring and attributing the impact of marketing activities to business outcomes.
  • Internal Alignment: Ensuring that the marketing plan is well-communicated and aligned with other departments within the organization.

More Related Articles

Easy Step-by-Step Guide to the Marketing Planning Process

Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

HubSpot

MARKETING PLAN GENERATOR

This high-level template will help you outline your annual marketing strategy, identify your most important initiatives, and track the right metrics all year long. Tell us a little about your marketing goals and you’ll receive a 12-month plan in less than 10 minutes.

Press enter/arrow keys (or swipe on mobile) to continue

You smart planner, you. We're so excited to help you create a marketing plan that will drive big results!

Let's start by getting acquainted. What's your name?

Awesome. it's great to meet you .

We'll be diving into some questions about your company, what you do there, and what your team's goals are for this year. These questions will help us customize your plan to fit your company's exact needs. If you're not 100% sure how to answer a question, that's okay. Just put in a quick answer for now — you can always go back in and edit your answers later.

Where do you work?

Very cool how many employees work at your company .

A written mission helps align your team around common goals. Patagonia's mission is to "build the best product, cause no unnecessary harm, use business to inspire and implement solutions to the environmental crisis." Want another example? Click here.

What's your company 's mission?

Just add a few words outlining your direction. You can always change this answer later.

Sounds like a great place to be . What exactly do you do at your company ?

74% of marketers say that converting leads into customers is their company's top priority over the next 12 months.

State of Inbound 2016

What's your team's main focus this year?

What key objectives do you want to achieve? Remember: You can always come back and change this answer later.

Select up to 3 initiatives your team should prioritize this year to help carry out that focus:

(Scroll for more options)

  • Build Brand Awareness
  • Close Deals
  • Create a High-Quality Pipeline
  • Create Content
  • Create Paid Advertisement Program
  • Decrease Churn
  • Decrease Customer Acquisition Cost
  • Define or Update Personas
  • Differentiate Brand From Competitors
  • Diversify Promotion Efforts
  • Grow Event Attendance
  • Grow International Brand
  • Grow Paid Users
  • Grow Revenue
  • Grow Social Media Reach
  • Improve Customer NPS
  • Improve Lead Quality
  • Improve Sales Rep Productivity
  • Increase Clickthrough Rate
  • Increase Conversion Rate
  • Increase Leads
  • Increase Product Adoption
  • Increase Traffic
  • Introduce New Product/Service
  • Optimize Sales Cycle
  • Recruit Top Talent
  • Scale Company Culture
  • Shorten Sales Cycle
  • Unify Products/Services

What are your goals for these initiatives?

Example: Grow lead generation by 1,000 leads per month

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Which initiatives would you consider for a future year?

Now that you have your top priorities in place, it’s time to select 1-3 initiatives that, while valuable, will only distract you from achieving this year’s goals. These could be considered later on, but for now, you don’t have the resources in place to focus on them.

Well, would you look at that! You're almost finished. That wasn't so hard, was it?

One final thing: How do we get in touch to discuss your goals for next year?

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12-Month Marketing Campaign Plan Template by HubSpot

What is in the Marketing Plan Template?

HubSpot's marketing plan generator offers a template displaying your company's mission, strategy, and initiatives following the information entered in the tool while also identifying future opportunities. The project planner tool delivers a 12-month marketing plan template dividing actions for your team into initiatives, measurement metrics, and goals. This free resource for your business can be downloaded as a CSV file and shared with your team.

Frequently Asked Questions

What does the marketing plan template generator do.

The Marketing Plan Generator uses the information you provide about your marketing goals to create a personalized 12-month plan that will help your business reach new heights of success.

How Does the Marketing Plan Template Generator Work?

As a marketing plan software, it uses the answers you provide in the assessment to generate your company marketing priorities for the year to come. It identifies relevant initiatives to prioritize following the goals entered and delivers a practical template.

Why is a Marketing Plan Important?

Developing a marketing plan is crucial as it allows you to determine what to focus on by setting clear objectives. It also helps in managing resources better and maximize the impact of every marketing action. This is in a nutshell why you need a marketing plan.

When Do You Need to Use a Marketing Plan?

When your product is ready to be marketed, which is most likely right now as you are reading these lines! Instead of an example, why not spend some time taking our MPTG assessment and discover what you can do today to improve your marketing?

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MARKETING INSIGHTS

Marketing plan template: step-by-step guide plus examples

  • Rebecca Strehlow
  • Feb 21, 2021
  • 12 min read

Marketing plan template

If you have a business you want to promote, there are so many directions you can go with your marketing efforts - build your own website , post on social media, send out email blasts and more. With a plethora of both free and paid options for promoting your business online, marketing has become easy and accessible for everyone.

Still, it’s no secret that marketing requires time and money. You’ll need to use your resources wisely if you want to scale efficiently and have a high return on investment. For that reason, it’s wise to avoid haphazard promotional efforts, and come up with a marketing plan: a cohesive operation that aligns all your marketing efforts and directly ties back to your business’s goals.

Here’s everything you need to know about how to create a marketing plan - including a template you can use to write your own. By outlining your objectives as a company, defining your KPIs , and then unifying your marketing strategies accordingly, this type of plan streamlines your promotional efforts and yields results.

Start building your online presence with Wix .

What is a marketing plan?

A marketing plan is a roadmap that helps you manage, implement and track your various marketing efforts. In other words, it’s a structured framework that links together all your marketing activities into a single, cohesive operation.

Typically, a marketing plan takes the form of a report that gives an overview of your marketing strategy for the upcoming year, quarter or month. The report defines your company’s goals over a given period of time, and clearly outlines the steps you’ll need to take to achieve them. It's an essential part of any SMBs marketing efforts.

Here’s just a taste of what a marketing plan includes:

An analysis of your competitors and your stance in the market

A description of your target audience and their needs

Your company’s unique selling proposition

An overview of your marketing and advertising goals

A timeline of the various tasks that need to be completed

The key performance indicators (KPIs) that you’ll be tracking to measure success

Creating a marketing plan is the most efficient way to generate demand for your product. Whether you’re running an online T-shirt store, working as a business consultant, or launching a blog for moms, mapping out your strategy in advance will help you drive people through the marketing funnel and get customers.

Types of marketing plans

Before we dive into the specific elements of a marketing plan template, let’s briefly touch on the different types of marketing plans, which can vary depending on your company. They include:

Annual, quarterly or monthly marketing plan: Marketing plans are typically annual, but they can be quarterly or monthly depending on your business’s goals. This type of plan will highlight all your promotional activities within the specified period of time.

New product launch marketing plan: This is a specific type of marketing plan that focuses on the strategies and tactics you’ll use to promote a particular product.

Social media marketing plan: This kind of marketing plan provides a comprehensive outline of your goals, channels, and tactics for promoting your business on social media.

Content marketing plan: Similarly, this type of plan provides a comprehensive outline of your various content marketing strategies and goals.

Media marketing plan: This focuses on building a strategy using all media types: owned media (your own website, app or email marketing tools), paid media (advertising campaigns), and earned media ( word of mouth marketing , organic traffic, viral content) to support an integrated marketing approach.

In this article, we’ll talk about the broadest type of marketing plan. This will outline all of your small business marketing efforts and help you map out a clear strategy.

Using this marketing plan as a guide, you can then create more specific plans - such as a content marketing or social media marketing plan - based on the areas you want to focus on.

How to create a marketing plan in 7 steps

Analyze your market and competition

Research your target audience

Set goals and KPIs

Write a unique selling proposition

Choose strategic marketing channels

Brief your team

Monitor your analytics

01. Analyze your market and competition

The first step in writing a marketing plan is to identify your competitors. This is important so that you know who you’ll be marketing against, and how you can outshine them with your promotional strategy.

Take into account that different competitors will be stronger in different areas. Your biggest competitor on social media, for instance, might be different from your competitor with the best SEO.

With that in mind, do a SWOT analysis of your competition. Using this acronym - which stands for Strengths, Weaknesses, Opportunities and Threats - gives you a systematic way to identify your competitors’ performance in your field:

Strengths: What are the competitors’ advantages in the industry? What are they excelling in?

Weaknesses: What could this company be doing better? What processes of theirs could be improved?

Opportunities: Are there any new trends or upcoming events that are relevant to your industry? Identify them, and seize the marketing opportunity before your competition does.

Threats: Are there external factors such as new government regulations, declining customer interest, or industry shifts that are threats to your competitors’ success? If so, find a way to navigate these threats and avoid making the same mistakes as your competition.

Even if you’ve already done a SWOT analysis in the past, it’s important to reassess the playing field as you write your marketing plan. In particular, anticipate whether anything new is about to happen in the coming year or quarter, such as a change in government policy or the emergence of a new competitor in your market.

And, of course, keep an eye out for niches your competitors haven’t gotten to yet. For instance, if you’re selling products to new moms, a SWOT analysis might reveal that none of your competitors are creating products for new dads. In this case, that would be an opportunity for you to expand your audience, attract new customers, and grow your revenue.

As you create your SWOT analysis, use this free SWOT analysis template to guide you, and make it a part of your marketing plan:

SWOT analysis downloadable template

02. Research your target audience

Just as you research your competitors, you’ll need to look into your target audience . This is the specific group of people at which your product or service is aimed - and, as such, they’re the primary audience of your marketing strategy.

If you’re unsure of who your target audience is, there are a few different ways to gather this information. First, think about which needs your product fulfills and which types of people it caters to. You can also use your SWOT analysis to point you in the right direction. Look at competitors’ websites, blogs and social media channels to determine the types of people they’re marketing to.

To hone in on your audience even further, analyze your existing customers to understand which kinds of people you’ve attracted in the past. Talk to your current and potential customers as much as you can. Get their feedback, use focus groups, and analyze the data to figure out their shared behaviors and characteristics:

Age: Does your product seek to address the needs of people of a certain age - for example, older adults or millennials?

Location: Are your target customers within a specific country or region? Where are they, and what languages do they speak?

Spending power: How much money are your target customers able to spend? Are they seeking out luxury, or could money be an issue when deciding whether to purchase?

Stage of life: Can you identify your target customers based on their stage of life, such as new parents, college students or retirees?

Hobbies and career: Can you group them based on certain hobbies, career paths, or other lifestyle interests?

Track this information in an orderly way by creating buyer personas , or detailed descriptions of specific types of customers. Each buyer persona should reflect both existing or potential customers, based on the factors above: demographics, location, job title and more.

Be sure to include this information at the beginning of your marketing plan, side-by-side your SWOT analysis, to provide a thorough assessment of the market in which your company is operating. Ultimately, these various audience types will represent customer segments - groups of people you can target with different marketing materials depending on their interests.

03. Set your goals and KPIs

Next, set your business’s goals. What do you want to achieve next quarter? How about by the end of this year? 5 years from now?

The more ambitious the goal, the more time, effort and money you should dedicate to it. Determine each goal, and break it down into small steps, either by month, quarter or year, depending on your time frame. Not only will this help you build a clear timeline, but it will also help you allocate your budget.

Once you divide up your big goals into small goals, consider how to measure them. In other words, how will you know whether you’re meeting your goals, or falling short?

This is where KPIs - key performance indicators - come into play. Essentially, KPIs are the specific metrics used to monitor your progress in achieving your goals.

For instance, if you want to create an active online forum for pop music creators, then your KPIs should be site visits, your number of active visitors, and your number of returning visitors. Your position in Google search results for niche keywords, such as “pop music creator” or “music production software,” would also be a relevant KPI.

Whichever KPIs you choose, include them in your marketing plan alongside your goals and write down the metrics you’ll use to measure your success. For example, if your KPI is to make more sales, you might want to track metrics like lead generation and conversion rate .

By checking your achievements every quarter compared to your KPIs, you’ll learn about the pace and abilities of your businesses. If you achieve your KPIs relatively easily, you can set more ambitious goals. On the other hand, if you’re falling short of your KPIs, you might consider recruiting more people to help you get there.

04. Write a unique selling proposition

If you were to give a 30-second marketing spiel to a potential customer, what would you say? Come up with a statement that would appeal to your target audience’s interests and increase demand for your business.

If you’re already a market leader that offers high-quality products, you can claim that you’re “the best solution for” a particular need. On the other hand, if you’re still a relatively small player in the market, you can position yourself as being innovative and groundbreaking - the brand that offers fresh, modern solutions. Many smaller businesses tend to find that creative, funny, or even unorthodox branding gives them the attention boost they need from their audience.

When targeting multiple audiences, you may find it challenging to create a single message that resonates with everyone. One tip for attracting many types of customers at the same time is to create slightly different messages for each buyer persona. Going back to the product lines for new moms and dads, you may find that you need to split your messaging between a few different customer types:

New moms: Target them with the message that they need high-quality products for their babies.

New moms who want their spouse to be involved in childcare: Target them with a new message that they’d have more time to relax if their spouse also used the product.

New dads: Target them with a different message that these products can help them become good fathers and supportive partners.

Be sure to record this messaging in your marketing plan so that you can use it throughout your various promotional efforts.

05. Choose strategic marketing channels

Once you come up with your core messages, decide which marketing strategies you’ll use to spread the word. There’s an abundance of options here, both paid and free. Some popular paid channels include:

Social media ads (Facebook, Instagram and more)

Online ads on other sites

Press releases

Partnerships with other companies

Outreach marketing

Guerilla marketing

Email campaigns

Offline media such as magazine, billboard and radio ads

Facebook ads are a particularly effective option because they reach almost every type of audience and can be targeted based on demographics and interests. They’re fairly simple to make, especially if you already have a Facebook business page. And, depending on your website platform, you can even create Facebook ads directly through your site .

Paid channels are a reliable choice, but it’s also worthwhile to couple these efforts with free promotional options as well. These take a little more time to develop, but they’re also a valuable way to get more exposure and build a loyal audience. They include popular inbound marketing tactics such as:

Website SEO

Creating company social media pages

Being active in online forums and Facebook groups

When choosing what channels to use, it’s important to think about which ones will actually reach your target audience. If you’re marketing to elderly folks, for instance, then Instagram ads may not be the way to go.

Similarly, build a strategy for the timeline of your campaigns. Take into account any holidays and other special events, such as elections or the Super Bowl, that you can use to your advantage when crafting marketing content.

And remember - not all your campaigns will be planned in advance. You’ll need to set aside budget for on-the-fly campaigns, also known as real-time marketing (RTM). This involves taking advantage of precious opportunities like global events and new internet trends. For instance, the January 2021 Bernie Sanders meme was a great chance for companies to get easy attention, earn free media coverage, and go viral. Ikea even used the meme to promote its folding chair and oven mitts.

Pro tip: Once you’ve established the right channels and timeline, you may be eager to launch your campaigns right away - especially if unexpected marketing opportunities arise. Resist the temptation until you’re absolutely sure your product is ready, with at least 85% positive feedback from users. Asking for a second chance will cost you much more than nailing a great impression the first time around.

06. Brief your team

One of the main reasons to create a marketing plan is to develop a unified operation that your whole marketing department can participate in. For this reason, it’s critical that you keep everyone in the loop.

Update your marketing team, as well as the suppliers that create the marketing materials for you. The best way to ensure everyone is aligned is to create a marketing brief - a one-page document that summarizes the market research, company goals, messaging, and action items established in your plan.

You can use the marketing brief template below to create a quick, efficient overview of your plan. It includes guiding questions to help you analyze your competitors, determine your target audience, identify your KPIs, and craft a compelling company message. Fill out this document, and share it with anyone who works with you so that they’re on the same page about your strategy and goals:

Marketing plan downloadable template

07. Monitor your analytics

Once you start implementing your marketing campaigns, you’ll need to closely monitor the results. To ensure your strategy is effective, continuously track your KPIs and see how the numbers stack up against your goals. That will allow you to adapt the marketing plan based on the goals you’re achieving and those you aren’t. Customer analytics can help you in this process.

Marketing plan: Customer analytics

There are two places to monitor analytics: Google Analytics and your website.

Google Analytics can easily be connected to your company website, and it’s a helpful way to track your site visitors and evaluate the performance of marketing campaigns.

Wix Analytics is another useful tool that provides a comprehensive analysis of your performance, and it’s conveniently located within the Wix website dashboard. This tool allows you to create custom audiences based on their demographics, geographic location, or other defining features, and you can access it directly from your website.

Using these two tools, look at the data. If the numbers indicate that you aren’t meeting your objectives, brainstorm action items for how to improve. If, for instance, you notice that some of your website visitors are located in Europe, try creating a multilingual website; it may just help convert them into customers. Likewise, if you’re getting traffic to your website or blog but are lacking in conversions, try creating content campaigns around specific products.

Don’t be discouraged if, after two quarters, you aren’t reaching your goals. This happens to the best of us, and it’s simply an indicator that you’ll need to refine your marketing plan and go back to Step 1.

Marketing plan template

Now that you know how to create a marketing plan, use this marketing plan template to walk you through the process. It’s free for download and use, and can easily be adapted for any business.

Marketing plan examples

While the marketing plan template above provides you with everything you need, it may also be helpful to look at other examples for inspiration. If you’re seeking additional resources, use these marketing plan examples to guide you:

01. Marketing Plan Template from SBA

The Small Business Administration provides a highly detailed marketing plan template that can be downloaded as a PDF and easily adapted to suit your company. The plan covers all the must-haves, like an explanation of your products and an analysis of your target market, but it supplements those with finer details like location analysis and product packaging.

02. Marketing Plan Template Generator from HubSpot

Unlike most marketing plan examples, this isn’t a file that you print out and fill in. Instead, it’s an online generator - a fill-in-the-blank template that walks you through the creation process page-by-page. The generator feels almost like an AI bot, asking you to fill in your name and then replying “Awesome! It’s great to meet you, [Name]!” This is a great way to make the marketing plan process more dynamic and fun.

Marketing plan example

03. Marketing Plan Microsoft Word Template from More Business

The advantage of More Business’s marketing plan template is that it’s downloadable for Microsoft Word, allowing you to fill in each section directly on the document. The document not only contains different strategies that you can use to inspire your own marketing efforts, but it also comes with examples of tables and charts for your marketing plan.

04. One-Page Marketing Plan Template from SmartSheet

This template is available for download on Microsoft Word, Google Docs and SmartSheet, but we particularly like that it’s available as an Excel version. As a one-pager, it’s short and sweet - ideal for getting your marketing plan started without getting lost in too much detail from the beginning. It’s a helpful sheet for brainstorming, or for summarizing your marketing plan once it’s complete.

05. Marketing Plan Slide Deck Template from Slidesgo

This marketing plan template comes in yet another format - an attractive slide deck that’s downloadable for both PowerPoint and Google Slides. This includes all the essentials, but in a more visual format, making it a useful asset for turning your marketing plan into a presentation.

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How to create a winning marketing plan, with 3 examples from world-class teams

Caeleigh MacNeil contributor headshot

A marketing plan helps leaders clearly visualize marketing strategies across channels, so they can ensure every campaign drives pipeline and revenue. In this article you’ll learn eight steps to create a winning marketing plan that brings business-critical goals to life, with examples from word-class teams.

quotation mark

To be successful as a marketer, you have to deliver the pipeline and the revenue.”

In other words—they need a well-crafted marketing plan.

Level up your marketing plan to drive revenue in 2024

Learn how to create the right marketing plan to hit your revenue targets in 2024. Hear best practices from marketing experts, including how to confidently set and hit business goals, socialize marketing plans, and move faster with clearer resourcing.

level up your marketing plan to drive revenue in 2024

7 steps to build a comprehensive marketing plan

How do you build the right marketing plan to hit your revenue goals? Follow these eight steps for success:

1. Define your plan

First you need to define each specific component of your plan to ensure stakeholders are aligned on goals, deliverables, resources, and more. Ironing out these details early on ensures your plan supports the right business objectives, and that you have sufficient resources and time to get the job done. 

Get started by asking yourself the following questions: 

What resources do I need? 

What is the vision?

What is the value?

What is the goal?

Who is my audience?

What are my channels?

What is the timeline?

For example, imagine you’re creating an annual marketing plan to improve customer adoption and retention in the next fiscal year. Here’s how you could go through the questions above to ensure you’re ready to move forward with your plan: 

I will need support from the content team, web team, and email team to create targeted content for existing customers. One person on each team will need to be dedicated full-time to this initiative. To achieve this, the marketing team will need an additional $100K in budget and one new headcount. 

What is the vision?  

To create a positive experience for existing customers, address new customer needs, and encourage them to upgrade. We’ll do this by serving them how-to content, new feature updates, information about deals and pricing, and troubleshooting guides. 

According to the Sales Benchmark Index (SBI) , CEOs and go-to-market leaders report that more than 60% of their net-new revenue will come from existing customers in 2023. By retaining and building on the customers we have, we can maintain revenue growth over time. 

To decrease the customer churn rate from 30% to 10%, and increase upgrades from 20% to 30% in the next fiscal year. 

All existing customers. 

The main channel will be email. Supporting marketing channels include the website, blog, YouTube, and social media. 

The first half of the next fiscal year. 

One of the most important things to do as you create your marketing strategy is to identify your target audience . As with all marketing, you need to know who you’re marketing to. If you’re having a hard time determining who exactly your target audience is, try the bullseye targeting framework . The bullseye makes it easy for you to determine who your target audience is by industry, geography, company size, psychographics, demographics, and more.

2. Identify key metrics for success 

Now it’s time to define what key marketing metrics you’ll use to measure success. Your key metrics will help you measure and track the performance of your marketing activities. They’ll also help you understand how your efforts tie back to larger business goals. 

Once you establish key metrics, use a goal-setting framework—like objectives and key results (OKRs) or SMART goals —to fully flush out your marketing objectives. This ensures your targets are as specific as possible, with no ambiguity about what should be accomplished by when. 

Example: If a goal of your marketing plan is to increase email subscriptions and you follow the SMART goal framework (ensuring your objective is specific, measurable, achievable, realistic, and time-bound) your goal might look like this: Increase email subscription rate from 10% to 20% in H1 . 

3. Research your competition 

It’s easy to get caught up in your company’s world, but there’s a lot of value in understanding your competitors . Knowing how they market themselves will help you find opportunities to make your company stand out and capture more market share.

Make sure you’re not duplicating your competitors’ efforts. If you discover a competitor has already executed your idea, then it might be time to go back to the drawing board and brainstorm new ways to differentiate yourself.  By looking at your competitors, you might be surprised at the type of inspiration and opportunities you’ll find.

To stay ahead of market trends, conduct a SWOT analysis for your marketing plan. A SWOT analysis helps you improve your plan by identifying strengths, weaknesses, opportunities, and threats. 

Example: If your competitor launches a social media campaign identical to what you had planned, go back to the drawing board and see how you can build off their campaign. Ask yourself: How can we differentiate our campaign while still getting our message across? What are the weaknesses of their campaign that we can capitalize on? What angles did they not approach?

4. Integrate your marketing efforts

Here’s where the fun comes in. Let’s dive into the different components that go into building a successful marketing plan. You’ll want to make sure your marketing plan includes multiple supporting activities that all add up into a powerful marketing machine. Some marketing plan components include: 

Lead generation

Social media

Product marketing

Public relations

Analyst relations

Customer marketing

Search engine optimization (SEO)

Conversational marketing

Knowing where your consumer base spends the most time is significant for nailing this step. You need to have a solid understanding of your target audience before integrating your marketing efforts. 

Example: If your target audience is executives that spend a lot of time on LinkedIn, focus your social media strategy around placing branded content on LinkedIn. 

5. Differentiate with creative content

Forty-nine percent of marketers say visual images are hugely important to their content strategy. In other words, a clear brand and creative strategy is an essential component to every marketing plan. As you craft your own creative strategy, here are some tips to keep in mind: 

Speak to your audience: When defining your creative strategy, think about your audience—what you want them to feel, think, and do when they see your marketing. Will your audience find your creative work relevant? If your audience can’t relate to your creative work, they won’t feel connected to the story you’re trying to tell. 

Think outside the box: Find innovative ways to engage your audience, whether through video, animations, or interactive graphics. Know what screens your creative work will live on, whether desktop, mobile, or tablet, and make sure they display beautifully and load quickly across every type of device. 

Tie everything back to CTAs: It’s easy to get caught up in the creative process, so it’s important to never lose sight of your ultimate goal: Get your audience to take action. Always find the best way to display strong Calls to Action (CTAs) in your creative work. We live in a visual world—make sure your creative content counts.

Streamline creative production:   Once you’ve established a strong creative strategy, the next step is to bring your strategy to life in the production stage. It’s vital to set up a strong framework for your creative production process to eliminate any unnecessary back and forth and potential bottlenecks. Consider establishing creative request forms , streamlining feedback and approval processes, and taking advantage of integrations that might make your designers’ lives easier.

Example: If your brand is fun and approachable, make sure that shows in your creative efforts. Create designs and CTAs that spark joy, offer entertainment, and alleviate the pressure in choosing a partner.

6. Operationalize your marketing plan

Turn your plan into action by making goals, deliverables, and timelines clear for every stakeholder—so teams stay accountable for getting work done. The best way to do this is by centralizing all the details of your marketing plan in one platform , so teams can access the information they need and connect campaign work back to company goals.  

With the right work management tool , you can: 

Set goals for every marketing activity, and connect campaign work to overarching marketing and business objectives so teams focus on revenue-driving projects. 

Centralize deliverables for your entire marketing plan in one project or portfolio .

Mark major milestones and visualize your plan as a timeline, Gantt chart, calendar, list, or Kanban board—without doing any extra work. 

Quickly loop in stakeholders with status updates so they’re always up to date on progress. This is extremely important if you have a global team to ensure efforts aren’t being duplicated. 

Use automations to seamlessly hand off work between teams, streamlining processes like content creation and reviews. 

Create dashboards to report on work and make sure projects are properly staffed , so campaigns stay on track. 

With everything housed in one spot, you can easily visualize the status of your entire marketing plan and keep work on track. Building an effective marketing plan is one thing, but how you operationalize it can be your secret to standout marketing.

Example: If your strategy focuses on increasing page views, connect all campaign work to an overarching OKR—like “we will double page views as measured by the amount of organic traffic on our blog.” By making that goal visible to all stakeholders, you help teams prioritize the right work. 

See marketing planning in action

With Asana, marketing teams can connect work, standardize processes, and automate workflows—all in one place.

See marketing planning in action

7. Measure performance

Nearly three in four CMOs use revenue growth to measure success, so it’s no surprise that measuring performance is necessary. You established your key metrics in step two, and now it’s time to track and report on them in step eight.

Periodically measure your marketing efforts to find areas of improvement so you can optimize in real-time. There are always lessons to be learned when looking at data. You can discover trends, detect which marketing initiatives performed well, and course-correct what isn’t performing well. And when your plan is complete, you can apply these learnings to your next initiative for improved results. 

Example: Say you discover that long-form content is consistently bringing in 400% more page views than short-form content. As a result, you’ll want to focus on producing more long-form content in your next marketing plan.

Marketing plan examples from world-class teams

The best brands in the world bring their marketing plans to life every day. If you’re looking for inspiration, check out these examples from successful marketing teams.

Autodesk grows site traffic 30% three years in a row

When the Autodesk team launched Redshift, it was initially a small business blog. The editorial team executed a successful marketing plan to expand it into a premier owned-media site, making it a destination for stories and videos about the future of making. 

The team scaled content production to support seven additional languages. By standardizing their content production workflow and centralizing all content conversations in one place, the editorial team now publishes 2X more content monthly. Read the case study to learn more about how Autodesk runs a well-oiled content machine.

Sony Music boosts creative production capacity by 4X

In recent years the music industry has gone through a pivotal transition—shifting from album sales to a streaming business model. For marketing and creative teams at Sony Music, that meant adopting an “always on” campaign plan. 

The team successfully executed this campaign plan by centralizing creative production and approvals in one project. By standardizing processes, the team reduced campaign production time by 75%. Read the case study to learn more about how Sony Music successfully scaled their creative production process.

Trinny London perfects new customer acquisition 

In consumer industries, social media is crucial for building a community of people who feel an affinity with the brand—and Trinny London is no exception. As such, it was imperative that Trinny London’s ad spend was targeted to the correct audience. Using a work management tool, Trinny London was able to nail the process of creating, testing, and implementing ads on multiple social channels.

With the help of a centralized tool, Trinny London improved its ad spend and drove more likes and subscriptions on its YouTube page. Read the case study to learn more about how Trinny London capitalized on paid advertising and social media. 

Turn your marketing plan into marketing success 

A great marketing plan promotes clarity and accountability across teams—so every stakeholder knows what they’re responsible for, by when. Reading this article is the first step to achieving better team alignment, so you can ensure every marketing campaign contributes to your company’s bottom line. 

Use a free marketing plan template to get started

Once you’ve created your marketing strategy and are ready to operationalize your marketing plan, get started with one of our marketing templates . 

Our marketing templates can help you manage and track every aspect of your marketing plan, from creative requests to approval workflows. Centralize your entire marketing plan in one place, customize the roadmap, assign tasks, and build a timeline or calendar. 

Once you’ve operationalized your entire marketing plan with one of our templates, share it with your stakeholders so everyone can work together in the same tool. Your entire team will feel connected to the marketing plan, know what to prioritize, and see how their work contributes to your project objectives . Choose the best marketing template for your team:

Marketing project plan template

Marketing campaign plan template

Product marketing launch template

Editorial calendar template

Agency collaboration template

Creative requests template

Event planning template

GTM strategy template

Still have questions? We have answers. 

What is a marketing plan.

A marketing plan is a detailed roadmap that outlines the different strategies your team will use to achieve organizational objectives. Rather than focusing solely on the end goal, a marketing plan maps every step you need to reach your destination—whether that’s driving pipeline for sales, nurturing your existing customer base, or something in-between. 

As a marketing leader, you know there’s never a shortage of great campaign and project ideas. A marketing plan gives you a framework to effectively prioritize work that aligns to overarching business goals—and then get that work done. Some elements of marketing plans include:

Current business plan

Mission statement  

Business goals

Target customers  

Competitive analysis 

Current marketing mix

Key performance indicators (KPIs)

Marketing budget  

What is the purpose of a marketing plan?

The purpose of a marketing plan is to grow your company’s consumer base and strengthen your brand, while aligning with your organization’s mission and vision . The plan should analyze the competitive landscape and industry trends, offer actionable insights to help you gain a competitive advantage, and document each step of your strategy—so you can see how your campaigns work together to drive overarching business goals. 

What is the difference between a marketing plan and a marketing strategy? 

A marketing plan contains many marketing strategies across different channels. In that way, marketing strategies contribute to your overall marketing plan, working together to reach your company’s overarching business goals.

For example, imagine you’re about to launch a new software product and the goal of your marketing plan is to drive downloads. Your marketing plan could include marketing strategies like creating top-of-funnel blog content and launching a social media campaign. 

What are different types of marketing plans? 

Depending on what you’re trying to accomplish, what your timeline is, or which facet of marketing you’re driving, you’ll need to create a different type of marketing plan. Some different types of marketing plans include, but aren’t limited to:

General marketing plan: A general marketing plan is typically an annual or quarterly marketing plan that details the overarching marketing strategies for the period. This type of marketing plan outlines marketing goals, the company’s mission, buyer personas, unique selling propositions, and more. A general marketing plan lays the foundation for other, more specific marketing plans that an organization may employ. 

Product launch marketing plan: A product launch marketing plan is a step-by-step plan for marketing a new product or expanding into a new market. It helps you build awareness and interest by targeting the right audience, with the right messaging, in the right timeframe—so potential customers are ready to buy your new offering right away. Nailing your product launch marketing plan can reinforce your overall brand and fast-track sales. For a step-by-step framework to organize all the moving pieces of a launch, check out our product marketing launch template .

Paid marketing plan: This plan includes all the paid strategies in your marketing plan, like pay-per-click, paid social media advertising, native advertising, and display advertising. It’s especially important to do audience research prior to launching your paid marketing plan to ensure you’re maximizing ROI. Consult with content strategists to ensure your ads align with your buyer personas so you know you’re showing ads to the right people. 

Content marketing plan: A content marketing plan outlines the different content strategies and campaigns you’ll use to promote your product or service. When putting together a content marketing plan, start by identifying your audience. Then use market research tools to get the best insights into what topics your target audience is most interested in.

SEO marketing plan: Your SEO marketing plan should work directly alongside your content marketing plan as you chart content that’s designed to rank in search results. While your content marketing plan should include all types of content, your SEO marketing plan will cover the top-of-funnel content that drives new users to your site. Planning search engine-friendly content is only one step in your SEO marketing plan. You’ll also need to include link-building and technical aspects in order to ensure your site and content are as optimized as possible.

Social media marketing plan: This plan will highlight the marketing strategies you plan to accomplish on social media. Like in any general or digital marketing plan , your social media strategy should identify your ideal customer base and determine how they engage on different social media platforms. From there, you can cater your social media content to your target audience.  

Business Plan Template for Marketing

Business Plan Template for Marketing

Creating a successful marketing strategy requires careful planning and a clear roadmap to achieve your goals. With ClickUp's Business Plan Template for Marketing, entrepreneurs and business owners can now streamline their marketing efforts and attract investors with ease.

This comprehensive template allows you to:

  • Outline your marketing goals and objectives
  • Identify your target audience and understand their needs and preferences
  • Create a detailed marketing budget to allocate resources effectively
  • Define your competitive advantage and unique selling propositions
  • Develop a step-by-step plan for executing your marketing initiatives

Don't miss out on attracting investors and growing your business. Try ClickUp's Business Plan Template for Marketing today and pave the way for marketing success!

Business Plan Template for Marketing Benefits

A business plan template for marketing can provide numerous benefits for entrepreneurs and business owners looking to develop a successful marketing strategy:

  • Streamline the planning process by providing a structured framework to follow
  • Clearly define marketing goals and objectives to ensure alignment with overall business objectives
  • Identify target audience and create buyer personas to tailor marketing efforts
  • Develop a comprehensive marketing budget to allocate resources effectively
  • Define competitive advantage and unique selling propositions to differentiate from competitors
  • Outline a step-by-step plan for executing marketing initiatives and campaigns
  • Attract investors and secure funding by showcasing a well-thought-out marketing strategy

Main Elements of Marketing Business Plan Template

ClickUp's Business Plan Template for Marketing is the perfect tool to develop a comprehensive marketing strategy and attract investors. Here are the main elements of this template:

  • Custom Statuses: Use the Complete, In Progress, Needs Revision, and To Do statuses to track the progress of each section of your marketing plan, ensuring that all tasks are completed on time.
  • Custom Fields: Utilize the Reference, Approved, and Section custom fields to provide additional information, track approval status, and categorize different sections of your marketing plan.
  • Custom Views: Access five different views, including Topics, Status, Timeline, Business Plan, and Getting Started Guide, to easily navigate and visualize your marketing plan. From organizing topics to tracking progress and timelines, these views will help you stay on top of your marketing strategy.

With ClickUp's Business Plan Template for Marketing, you can confidently create a winning marketing plan that will take your business to new heights.

How To Use Business Plan Template for Marketing

Creating a comprehensive marketing business plan is essential for the success of any business. By using the Business Plan Template for Marketing in ClickUp and following the steps outlined below, you can develop a strategic plan that will help you achieve your marketing goals and grow your business.

1. Define your target audience

The first step in creating a marketing business plan is to identify and define your target audience. Who are your ideal customers? What are their demographics, behaviors, and interests? Understanding your target audience will help you tailor your marketing strategies to effectively reach and engage with them.

Use custom fields in ClickUp to define your target audience segments and gather important demographic information.

2. Set clear marketing objectives

Next, establish clear and measurable marketing objectives that align with your overall business goals. These objectives should be specific, attainable, relevant, and time-bound. For example, you may aim to increase website traffic by 20% within the next six months or generate 50 qualified leads per month.

Use Goals in ClickUp to set and track your marketing objectives, ensuring that they are aligned with your overall business goals.

3. Conduct a competitive analysis

To develop a successful marketing strategy, it's crucial to understand your competitors and the market landscape. Conduct a thorough competitive analysis to identify your competitors' strengths, weaknesses, and marketing strategies. This will help you identify opportunities to differentiate your business and gain a competitive edge.

Use the Board view in ClickUp to organize and analyze your competitive research, making it easy to compare and contrast different competitors.

4. Develop your marketing tactics

Based on your target audience, marketing objectives, and competitive analysis, develop a set of marketing tactics that will help you achieve your goals. These tactics may include content marketing, social media advertising, email campaigns, SEO optimization, influencer partnerships, or events.

Use tasks in ClickUp to create a detailed plan for each marketing tactic, including timelines, resources, and responsible team members.

5. Set a budget

Allocate financial resources to support your marketing efforts. Determine your marketing budget based on your marketing objectives, expected ROI, and available funds. Consider the costs associated with each marketing tactic, such as ad spend, content creation, and marketing tools.

Use custom fields in ClickUp to track your marketing budget and expenses, ensuring that you stay within your allocated budget.

6. Monitor and measure your results

Regularly monitor and measure the performance of your marketing campaigns to determine their effectiveness and make data-driven decisions. Track key metrics such as website traffic, conversion rates, social media engagement, and ROI. Use this data to identify areas of improvement and optimize your marketing strategies.

Use Dashboards in ClickUp to create visualizations of your marketing performance metrics, making it easy to monitor and analyze your results.

By following these steps and utilizing the Business Plan Template for Marketing in ClickUp, you can develop a comprehensive marketing strategy that will drive growth and success for your business.

Get Started with ClickUp’s Business Plan Template for Marketing

Entrepreneurs and business owners can use the ClickUp Business Plan Template for Marketing to develop a comprehensive marketing strategy and attract investors.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to create a winning marketing plan:

  • Use the Topics View to outline your marketing goals, target audience, competitive advantage, and marketing initiatives
  • The Status View will help you track the progress of each marketing initiative, with statuses like Complete, In Progress, Needs Revision, and To Do
  • The Timeline View will give you a visual representation of your marketing plan, allowing you to set deadlines and milestones
  • The Business Plan View will provide a comprehensive overview of your marketing strategy, including goals, budget, and execution plan
  • The Getting Started Guide View will help you navigate through the template and provide helpful tips and instructions
  • Utilize the custom fields Reference, Approved, and Section to add additional information and categorize your marketing plan
  • Update statuses and custom fields as you make progress and receive feedback from stakeholders
  • Monitor and analyze your marketing plan to ensure it aligns with your business goals and attracts investors.
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Blog Marketing

20+ Marketing Plan Templates to Build Your Marketing Strategy

By Jennifer Gaskin , Jun 28, 2023

Marketing Plan Templates

A marketing plan is a comprehensive document that outlines the specific goals, strategies, and tactics to be employed by a business or organization in order to promote its products or services, reach its target audience , and achieve desired marketing objectives. It serves as a roadmap for guiding marketing activities and allocating resources effectively to maximize the impact of promotional efforts.

Every clever marketing campaign in history started with a humble plan. But they didn’t all start out with a well-designed and engaging plan. Make your marketing plan engaging and exciting for team members by introducing visual design using Venngage’s marketing plan maker .

Venngage is the go-to design platform for marketing pros. Create infographics, pitch desk, campaign reports and more with just a few clicks. Venngage can even help get your plans off the ground with dozens of beautiful and engaging marketing plan templates that can bring life to your next campaign.

Click to jump ahead:

Why do you need a marketing plan, free marketing plan example, marketing strategy plan template, marketing strategy template, free marketing plan template, simple marketing plan template, one-page marketing plan template, marketing plan powerpoint template, content marketing plan template, marketing campaign template, social media marketing plan template, social media planning template, social media plan examples, budget marketing template, brand strategy template, digital marketing plan template, media plan template, media plan example, campaign plan template, promotional plan template, product launch plan template.

  • Nonprofit marketing plan template

SEO marketing plan template

Mind map marketing plan template, how to write a marketing plan.

  • FAQs about marketing plans

A marketing plan is essential because it provides a clear angle for businesses to effectively promote their products or services, reach their target audience, and achieve their marketing goals. Organizations of all sizes need marketing plans for the same reason they need any other type of plan: Failing to plan means planning to fail. Today’s multi-channel marketing environment is not one that lends itself to flying by the seat of your pants.

Beyond organizing the marketing campaigns you want to launch, a good marketing plan involves researching your competitors and understanding your target audience. Both of these elements are fundamental to properly positioning your organization in the industry.

Return to Table of Contents

There’s no single way to make a great marketing plan, and excellent examples come from every imaginable industry. Here’s an example of a marketing plan you can build if you for your next campaign:

marketing plan template

Consider this nonprofit marketing plan template so you can be sure you’re regularly producing engaging content that’s effective at creating interest and advocacy for your cause.

Even though it’s a nonprofit marketing plan, you can definitely customize this template for your own business.

Let’s take a look at some more marketing plan templates you can use for your strategy, media planning, content planning and more.

The heart of any good strategy is understanding what sets you apart. That’s true in many aspects of business, particularly in marketing, where the wrong messaging or positioning could make your organization seem irrelevant or uneducated.

In marketing, it is crucial to avoid conveying incorrect or misguided messages or positioning strategies, as they can lead to your organization appearing irrelevant or misinformed.

Marketing Plan Template

Use this content marketing strategy plan template to center market research and content planning , or update it to cover areas like target buyers and key performance indicators.

Maybe you’re not working on this plan by yourself. Once you upgrade to a Venngage Business account, you can enjoy exclusive Business features like real-time collaboration with your team members:

Everyone from your team will then be on the same page regarding the marketing strategy plan you have for the year.

Before crafting a solid plan, it is important to have a clear understanding of the organization’s strategy. Developing successful strategies will provide the foundation for effective planning, enabling a better understanding of the industry and the organization’s position within it.

Marketing Plan Template

This marketing strategy template focuses on the organization’s current social media presence, which will allow team members to craft clever tactics for getting the company where it needs to be.

Related :  20+ Strategy Infographics for Business Planning, Marketing and Branding

Create simple marketing plans for all your campaigns with free templates from Venngage. Upgrading to a business or premium account gives you access to outstanding features, but you can get started for free .

Marketing Plan Template

This simple free marketing plan template is a good starting place for organizations that don’t have tons of robust data and ones that don’t need to explain the state of their industry.

Some marketing plans can lean toward the simplistic. These types of presentations are helpful for distinct segments of broader campaigns, and they can be useful for organizing thoughts early in the planning stages.

Marketing Plan Template

This simple marketing plan template covers all the basics, including goals and timing.

You can see that the designer of this template adds some icons to make the design more visually appealing. You can keep the icons or easily switch them out to fit your content in just several clicks:

While most comprehensive marketing plans consist of several pages, that’s not always required. One-page marketing plans can give your team all the salient information they need to do their jobs and ensure the success of the organization.

marketing plan template

This one-page marketing plan template uses the mind map format to organize marketing planning. Many outreach methods are covered, and color coding helps keep everything clear for the reader.

Related :  20+ Marketing Plan Infographics to Present Your Ideas

It’s not the newest kid on the block, but PowerPoint remains one of the most popular and useful pieces of office software.

Let’s take a look at this marketing budget proposal template:

Marketing Plan Template

You can customize this budget proposal template for your presentation to management and stakeholders for a new marketing campaign.

As a Venngage for Business user, you can present the slides directly on our editor by clicking “Present”, or you can export the presentation as a .pptx file that you can use on PowerPoint or Google Slides easily:

Marketing Plan Template

When planning for content marketing, it is crucial to decide which channels your organization should target and determine the keywords that align with your organization’s objectives. Having a solid content marketing plan template can make it easier for organizations to replicate successful campaigns over time.

marketing plan template

You can easily add new pages or shift their order however you want.

If you don’t like the current colors or fonts used on this content marketing plan, you can change it to your brand colors or fonts in just a few clicks with  My Brand Kit .

Simply add your website and Venngage will pull the brand logos and colors automatically for you:

After that, you’ll have all your branding elements ready to be added to all of your designs:

When crafting plans for a marketing campaign, it’s necessary to take a step back so your team can understand how the various planks of the campaign work together.

Marketing Plan Template

This marketing campaign template provides a comprehensive look at an organization’s entire content marketing ecosystem. It could be updated for any other channel, though, including social media , SEO and others.

Social media marketing plans can be quite detailed or they can be broad. There’s no right answer, except that you should be doing social media marketing.

Marketing Plan Template

Organize your social media marketing campaign with this friendly, engaging presentation. Add details or keep things high-level if that’s right for the audience for your plans.

Social media remains one of the most mission-critical channels for marketers. If your organization has no social media plans, you will miss out on the unbeatable impact of social media.

Click to see the full template you can use for your social media marketing strategy :

Marketing Plan Template

Make sure your social media strategy is on-point with this infographic that covers where to post, when to post and how to post on a variety of the most popular platforms.

Related : 10 Tips to Make Eye-Catching Infographics for Social Media

It’s important to have a presence on the social media channels that your target audience prefers to connect with, but remember that each platform has its own unique characteristics.

Here are some examples of social media plans to demonstrate the distinctiveness required for crafting Facebook and Instagram strategies and posts, even though they belong to the same company now.

Marketing Plan Template

Make your Facebook posts more engaging by adding images. It’s been well-established that posts including images have far higher engagement rates than text-only posts.

marketing plan template

Use this template to build an Instagram post carousel, which happens to be the most engaging type of post on Instagram, according to researchers .

Depending on the audience for your marketing plan presentation, including the campaign or department budget can be useful.

marketing plan template

If your goal is to show return on investment, it’s wise to hold the actual investment amount until the end of the presentation and then revisit the overall strategy compared to the money the organization will spend.

Ensuring the correct positioning of your organization in the market is critical, as it prevents unnecessary competition with other companies for the wrong audience. Consider incorporating your organization’s brand strategy and analyzing past results as you craft your marketing plans.

Marketing Plan Template

This brand strategy presentation is ideal for companies looking to improve on previous campaigns as they strengthen their awareness in the industry.

You can see that this one is in the form of a presentation which you can easily export as a .pptx file to use on PowerPoint.

For some of our recommended marketing templates that are in proposal format ( like the one right below ), you can download them as a PDF or Interactive PDF (to keep the clicks clickable) and easily send them to management or stakeholders.

Digital marketing plan templates can cover all the outreach your company is doing, or they can focus on a single, big effort or campaign.

Marketing Plan Template

This digital marketing plan template would be ideal for marketers and organizations that are taking one big swing with their digital marketing efforts. In this case, it’s a viral video, but this type of template would be useful for any other large-scale campaign.

Most organizations’ social media accounts provide a treasure trove of data, and you should use that information to guide your planning. Try templates that give you a chance to capitalize on the rich data you’re generating.

Marketing Plan Template Social Media Proposal

The modern, urban design of this social media plan template is ideal for companies that marketing across a variety of social media platforms.

Regardless of the venue, it’s important to do thorough planning when it comes to your media outreach efforts. And in most cases, your media plan presentations should reference every channel you’ll use to get eyes on your content.

Marketing Plan Template

This media plan example presentation covers SEO and link building , but it’s easy to customize for the platforms your organization uses in its marketing campaigns.

To ensure effective coordination and informed tactical decisions, it is important for marketers to keep all the moving pieces of their campaigns organized and provide their teams with the necessary information. When it comes to campaign plan presentations, it is advisable to create comprehensive and detailed presentations rather than brief ones.

Marketing Plan Template

This campaign plan template includes goals, competition research, target personas and the overall content plan. But it goes a step further by including an editorial calendar that covers the full year, as well as exploring the content workflow.

Sales and other promotional events are significant drivers of traffic for companies operating in sales or subscription-based models. However, clear communication is crucial for companies to avoid missing out on important revenue.

marketing plan template

Use this promotional plan template to organize the strategy and execution of your company’s efforts to increase sales, boost engagement or sell more products.

Bringing a new product to market is an exciting and often scary prospect. If even a small task goes off the rails, you could miss your window for capitalizing on a trend or beating a competitor to market.

marketing plan template

Keep your product launch on track with this product launch plan template. Customize your timeframe, going as far back in time as needed.

Related : 7 Ways to Show Product Value Using Infographics

Nonprofit marketing plan templates

Nonprofit organizations have unique needs that make their marketing efforts especially challenging. But given their structure and the fact that they rely on donations, marketing plans are particularly critical for nonprofits.

marketing plan template

Consider investing in high-quality photography of the people your nonprofit helps. Nonprofit marketing plans can be incredibly impactful if the reader can get a glimpse of the lives being changed.

marketing plan template

This nonprofit marketing plan template also makes the most use of photos but adds an editorial calendar and promotional workflow for a more detailed, content-focused campaign.

With search engine algorithms constantly changing, it becomes challenging to keep track of SEO optimization without consistent and effective planning. If your organization heavily relies on search traffic, consider creating an SEO marketing plan template to guide your SEO efforts.

marketing plan template

SEO marketing plan templates should include technical information like performance indicators as well as tactics that will be used to improve the organization’s SEO.

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Mind maps are a popular type of visual design that can help people grasp a complex topic quickly. By having all topics emanate from a central area (the mind), readers can see connections between areas they might not have noticed otherwise.

You may notice that we’ve introduced a  one-page marketing plan template in mind map form above, and here’s another example:

marketing plan template

This simple mind map marketing plan template covers four channels, but it could be easily changed to expand to other areas of your company’s marketing strategy.

To write a marketing plan, begin by clearly defining your objectives and target audience, conducting thorough market research, and analyzing competitors. Then, develop strategies and tactics that align with your goals, determine the appropriate marketing channels to reach your audience, create a budget and timeline, and regularly evaluate and adjust your plan based on performance metrics and market trends.

Marketing plans can be brief, covering a single campaign, or they can be long-term, detailing your marketing efforts for an entire year. Most marketing plans should include goals, market position, timeline and performance indicators.

Marketing Plan Template

Here’s a look at the steps involved in creating a marketing plan:

  • Write a simple executive summary
  • Set metric-driven marketing goals
  • Outline your user personas
  • Research all of your competitors
  • Set accurate key baselines & metrics
  • Create an actionable marketing strategy
  • Set tracking or reporting guidelines
  • Make it look professional with a marketing plan template

For detailed step-by-step instructions on how to create a marketing plan, read our blog: What is a Marketing Plan and How to Make One?

FAQs about marketing plan templates

What are the 7 elements of a marketing plan.

Most successful marketing plans will cover the seven Ps:

  • Product: What good or service are you marketing?
  • Price: How much does it cost, and how does it compare to others in the industry?
  • Promotion: What channels will you use to reach consumers?
  • Place: Where is your product or service sold?
  • Packaging: How does your product or service appear from the outside?
  • Positioning: What is the perception consumers have of your product or service?
  • People: Who in your organization will do each task related to the plan?

Marketing plans are not set-it-and-forget-it pursuits.

You must constantly evaluate and adjust what you’re doing based on how campaigns are performing but also on industry changes. Tracking results and adjusting your plans will help you get the most out of your marketing efforts, says business speaker and author Brian Tracy .

Marketing plan design tips

Adding visuals to your marketing plan or using one of the many marketing plan templates on this page is a good way to keep your audience engaged. Here are a few more tips for creating your marketing plan:

Understand your audience: It’s often helpful to create a theoretical persona to describe your target market. Give them a name, a job and even a picture.

Marketing Plan Template

Keep it simple: Brevity is the soul of wit, and when you’re trying to grab attention, using high-level metrics and simple goals is a good way to make information sticky.

Marketing Plan Template

Visualize data: Good marketing plans rely on real-world data, but just listing numbers doesn’t take full advantage of the power of visual communications. Use charts, tables and other data visualization to bring numbers to life.

In summary: Make the most use of visuals in your marketing plans to engage and persuade stakeholders

Marketing plan templates come in every shape, size, color and design style you can imagine. Use one of the templates here or let your imagination run wild.

You can sign up for a free Venngage account and try out one of our free marketing plan templates , or upgrade to Business to enjoy all Business exclusive features like real-time collaboration, one-click branding, PowerPoint file export and more.

15 marketing plan examples to inspire your work

Marketing plan examples

Whether you’re a marketer or managing a team of marketers, a marketing plan is essential to keep your department on track. Following a marketing plan ensures your team executes the correct strategy and achieves its goals.

But every business is different, which means every marketing plan is unique. It’s helpful to see marketing plan examples to understand all the different formats and types of marketing plans.

In this guide, we’ll share 15 examples of successful marketing plans to inspire your team to create its next great strategy. We’ll also share best practices and tools to set direction and provide structure for your marketing efforts. At the end of this article, you’ll have a better understanding of how to create the right marketing plan for your organization.

This post will cover:

How to create a marketing plan

  • Visit Baton Rouge
  • University of Illinois
  • Lush Cosmetics
  • The Wisconsin Public Library
  • Botanical Bounty
  • The Palm Beaches, Florida
  • The City of West Chicago
  • Safe Haven Family Shelter
  • Austin, Texas
  • Visit Oxnard

Create a strong marketing plan for your business

Adobe can help, marketing plan faq.

Before we look at marketing plan examples, it’s important to understand the foundational concepts of how companies structure their marketing plans.

Every organization is unique, but you can create a marketing plan by first identifying your business goals and establishing the metrics you’ll use to measure results. From there, learn about the customers you’re targeting and conduct competitor research. Then you can organize a team and set a budget before creating the marketing plan.

When it’s time to write the marketing plan, make sure your document includes these seven sections at a minimum:

  • Executive summary. This is a high-level overview of your business and the marketing approach you’ll follow.
  • Mission statement. Describe your company’s unique selling proposition (USP) and your brand’s purpose.
  • Marketing objectives. This section of the plan should focus on marketing-specific goals that will help you achieve your broader business objectives.
  • SWOT analysis. Through a SWOT analysis, your team will identify internal strengths and weaknesses and external opportunities and threats.
  • Market research. This section of the marketing plan addresses your market, competitors, existing solutions, and target audience.
  • Marketing strategy. The marketing strategy part of your plan should detail exactly how you’re going to achieve your marketing goals. Be as specific as possible to make this document valuable to your marketing team.
  • Budget. Finally, break down your marketing tactics and assign a budget for each area of your strategy. If your budget changes frequently, set aside a certain percentage of your total budget for each tactic, instead of dollar amounts.

Once you create a marketing plan, you might wonder whether it’s effective or if there’s a better way to structure the plan for your situation. For example, a SaaS business has very different needs than an ecommerce company, so your marketing plan likely needs some level of customization.

If you need more direction, check out marketing plan examples from businesses within your industry or with a similar business model. Learn from these 15 successful marketing plan examples to create an effective plan for your own business.

1. Visit Baton Rouge

Visit Baton Rouge as an example for a marketing plan

Baton Rouge, Louisiana might not be as well-known as New Orleans, but the vibrant city wanted to change that through an ambitious new marketing plan . Not only is the plan organized and easy to follow, but it does a great job of highlighting the needs of its multiple audiences.

For example, its separate personas for “Leisure Travelers” and “Sales/Meetings Travelers” help Baton Rouge create custom marketing journeys based on each persona’s unique expectations. The marketing plan has a fully fleshed-out strategy that includes an event calendar, which gives the marketing team actionable next steps after creating its plan.

2. University of Illinois

In 2021, the University of Illinois set out to boost enrollment. Its Office of Undergraduate Admissions created an in-depth marketing plan with three major sections:

  • Section I provides context on the admissions process and knowledge of its target students.
  • Section II dives into market research on the current state of admissions and student demographics.
  • Section III details the university’s strategic action plan, including success metrics.

The University of Illinois marketing plan is effective because it breaks down the high-level components of its strategy, as well as specific marketing tactics. Instead of aiming for generic goals like “interact with high school students,” the plan indicates specific tactics to make that happen, such as direct mail campaigns, swag, and events.

As this marketing plan example for Sony shows, it’s possible to compose a simple but actionable plan for your team. The plan keeps its introduction, vision, and marketing objectives clean, to-the-point, and easy to read.

This marketing plan does a great job of focusing on pricing as a marketing differentiator. Although you might consider pricing to be a sales or product issue, it can have a direct impact on how customers perceive your business. Specify what your prices will be, how the pricing model works, and why your pricing is a differentiator.

4. Coca-Cola

Marketing plans are usually documented in text, but this isn’t the only way you can share your marketing plan with the team. For example, Coca-Cola created its own video marketing plan in 2020. The video follows the typical format of a written marketing plan, but distills big concepts into easily digestible visuals through the power of video.

This approach is ideal if you need to communicate the contents of your marketing plan to a large group or to marketing-adjacent teams, like sales or product development. It doesn’t hurt that the whiteboard-style cartoon animation draws viewers in to ensure everyone truly understands your marketing strategy.

5. Lush Cosmetics

Lush Cosmetics is a renowned international beauty brand. In anticipation of its expansion into Portugal, Lush created a new marketing plan for customers in this new market.

The Lush in-depth marketing plan touches on several elements, including:

  • Specific geographical areas of Lush’s two stores in Portugal, and the unique considerations for shoppers in these areas.
  • Physical marketing within Lush stores, including the store and staff direction, as an extension of the marketing team.
  • The brand’s unique approach to sensory marketing, which describes precisely how Lush products appeal to all of its shoppers’ senses.

When crafting your own marketing plan, consider adding new sections that are unique to your brand, such as Lush’s section on sensory marketing. This will make the plan more relevant to your business and simplify execution.

6. The Wisconsin Public Library

The Wisconsin Public Library created this no-frills marketing plan example specifically for other organizations to copy and use. Although it’s intended for use by libraries, anyone can access and use the components in this free marketing plan template.

The Wisconsin Public Library marketing plan includes several helpful resources. For example, the “Research Your Audience” section links to resources for conducting audience research, including the United States Census and focus groups.

As with any template, be sure to replace the library’s content with information about your business and market. This marketing plan example doesn’t include a list of marketing tools or media. If that’s important to your company, be sure to create a new section detailing the tools your marketing team will use to execute the strategy.

7. Patagonia

Sometimes it’s difficult for companies to articulate their mission statement. However, every business has a greater purpose. Outdoor brand Patagonia is a great example of how large companies should lead marketing initiatives with a mission statement.

On the Patagonia website , the brand makes its mission statement clear: “We're in business to save our home planet.” This isn’t lip service — Patagonia donates a percentage of its profits to protecting the environment.

Your marketing plan needs to marry your corporate mission statement with direct action. For example, if you’re a B2B brand and your mission is to support small businesses with affordable accounting software, your marketing plan could include interviews with small business owners. Or maybe you could host local get-togethers for small business owners while promoting your brand.

The goal is to blend your mission statement with your marketing tactics in a way that makes it clear your business is truly living out its mission statement.

8. Cyberclick

Cyberclick is a marketing agency based in Barcelona, Spain. As a marketing agency, it knows the importance of understanding its target audience.

In this marketing plan example, Cyberclick creates multiple buyer personas to help it understand customer pain points. For example, it has personas like Bilingual Brandon, Millennial Molly, and Donor Dana to understand the unique traits of its target buyers.

When composing your own marketing strategy, follow Cyberclick’s example by creating in-depth personas that your marketing team will find useful. Your personas should include:

  • Demographic information
  • Geographic information
  • Social media preferences
  • Personality
  • Personal and professional goals
  • Pain points
  • Software and tools used

9. Starbucks

Starbucks as an example of a marketing plan

Coffee giant Starbucks is famous for its distinctive brand elements. Consumers immediately recognize the hunter-green mermaid logo, but the Starbucks marketing plan doesn’t just revolve around clever branding. If anything, the company’s success comes down to the buyer experience.

In fact, experience is part of the Starbucks marketing plan . The company targets higher-earning professionals who are willing to pay a premium for drinks. Instead of simply serving coffee, its marketing team works with interior designers and architects to create posh spaces that encourage buyers to spend time in the store as a “third place,” which also increases brand engagement and retention.

Your marketing plan should address the experience buyers can expect from your brand. In an age when many businesses compete over customer service and experience, the quality of service you provide can also give you a competitive marketing advantage.

10. Botanical Bounty

Botanical Bounty is an herbal tea and supplement company based out of New York City. In this marketing plan example , the Botanical Bounty executive summary quickly spells out the problem, solution, market overview, competition, and unique selling proposition (USP) for the company. Formatted like a case study, the executive summary is easy to read and does a great job of summarizing the entire report.

Botanical Bounty also highlights specific due dates for its marketing milestones, as well as target metrics for those milestones. Many marketing plans fail to set specific due dates for milestones, but Botanical Bounty holds itself accountable for executing the plan by assigning due dates for each goal.

11. The Palm Beaches, Florida

The Palm Beaches is known for upscale homes and beaches, but the Cultural Council for Palm Beach County wanted to turn the Florida town into more than a beach destination. In its marketing plan , the council lays out its plan to transform The Palm Beaches into a hub for culture and art in a post-COVID environment.

The marketing plan first describes the council’s past successes in 2020 and 2021, which lays the groundwork for the 2022 marketing plan. This is a great way to show a continuation between different marketing plans, especially if your company’s past initiatives feed into this year’s strategies.

12. The City of West Chicago

The City of West Chicago has a rich history, but it’s largely misunderstood by people in the surrounding areas. In an effort to revitalize tourism, the city created a new marketing plan to rebrand itself and promote the area as a travel destination.

If you’re considering a new image or brand for your company, the West Chicago marketing plan is a great example to follow. The plan creates new market segments for the city’s ideal audience, a plan to drive awareness, and a list of strategic partnerships to aid in the rebrand.

13. Safe Haven Family Shelter

Safe Haven Family Shelter is a nonprofit that aids families experiencing homelessness. Its 2022 marketing plan tells the story of Safe Haven while promoting itself as an industry authority.

In this marketing plan example , Safe Haven takes an action-focused approach. Its template aligns objectives and action steps side by side, assigning staff members to each action step. The marketing plan also includes items like an editorial calendar and social media calendar, which its staff use for planning precise messaging that fits the organization’s larger goals.

14. Austin, Texas

Austin Texas Marketing

Austin, Texas isn’t just the state capital — it’s also considered the live music capital of the world. However, tourism dipped substantially during the pandemic, and the city’s Visit Austin nonprofit responded with an updated marketing plan to attract tourists to the Texas capital.

The Visit Austin marketing plan includes a visual representation of its wins from 2021, which measured the impact of the organization’s work in past years. But this marketing plan truly shines in terms of its market research. Visit Austin not only conducted in-depth research about travelers’ plans to visit Austin, but also visualized this data in an engaging format to boost understanding.

15. Visit Oxnard

Oxnard, California, faced similar challenges with pandemic recovery. Visit Oxnard created a marketing plan to position the city as a destination for both leisure and business.

What’s unique about the Visit Oxnard plan is that it leans heavily into the business side of travel. Its marketing plan includes considerations for business events and meetings, as well as a strategy for attracting film productions as a less expensive alternative to Los Angeles. This is a great example of how marketing plans can introduce new, out-of-the-box positioning and segmentation to take advantage of a gap in the market.

Marketing plans clarify your focus and give marketing teams a solid vision of what they need to do. But not all plans are effective. It’s important to develop a strong marketing plan to give your audience exactly what it needs, as well as make a name for yourself in an increasingly competitive market.

While these 15 marketing plan examples are a great jumping-off point, you might need more guidance on how to create a marketing plan. Check out Adobe’s guide to building a marketing plan to get the most results from your marketing plan. You can also use our marketing plan templates to save time organizing and formatting your marketing plan.

You need a marketing plan to move forward. But then you need to execute your plan, and that’s where things can get complicated.

After investing in a marketing plan, opt for an automation platform to save time and deliver a better user experience. Adobe Marketo Engage helps businesses make sense of complex buying journeys. Build engaging, personalized experiences at scale and prove your impact every step of the way with this all-in-one marketing platform.

Watch the Marketo Engage overview video or take the interactive tour to learn more.

What is a marketing plan?

A marketing plan is a documented strategy for how a business plans to promote itself over a period of time. Organizations use this marketing plan to set goals, learn about their audience, and create marketing campaigns to help the business stand out.

What are some marketing plan examples?

Coca-Cola created a unique marketing plan formatted not as a written document, but as a video. This marketing plan example is a great illustration of how businesses should make their marketing plans as digestible as possible to increase internal adoption and understanding.

What are the elements of a good marketing plan?

Every good marketing plan should include an executive summary, a mission statement, marketing objectives, a SWOT analysis, market research, a marketing strategy, and a budget. Many marketing plans include additional sections as needed, depending on an organization’s goals and strategy.

https://business.adobe.com/blog/basics/digital-marketing-strategy-definition

https://business.adobe.com/blog/basics/strategic-planning

https://business.adobe.com/blog/basics/learn-about-marketing-campaign-management

business plan marketing plan template

10 Marketing Plan Examples to Inspire Your Campaigns

What do hiking a trail, driving to a friend’s house, and executing marketing campaigns all have in common? Each requires you to closely follow directions.

Directions are a critical part of our daily life. Used correctly, they can guide decision-making processes, make labor more efficient, and get where you want to go as quickly as possible. 

But failing to keep track of directions could cost you — and not just gas money. When it comes to marketing strategies, not having a clear goal tanks web traffic, dissipates brand interest, and costs companies across the United States a whopping $400 billion a year.

Designing a marketing plan is certainly no easy task, but it can be made easier with best practices, strategic tips, and concrete examples from successful businesses all over the world.

business plan marketing plan template

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business plan marketing plan template

What is a marketing plan?

A marketing plan is a strategic document that acts as a guide for marketing campaigns and strategies. These critical road maps detail where you are, where you’re going, and how you plan to get there.

The average marketing plan consists of seven major sections:

  • Writing an executive summary
  • Discussing the mission statement
  • Listing marketing objectives
  • Performing a SWOT analysis
  • Completing market research
  • Designing a market strategy
  • Determining a budget

The more detailed a marketing plan is, the more efficient it will be at accomplishing its goals. 

As you might imagine, marketers who bother to write a concrete marketing plan enjoy several benefits :

  • Organized marketers have a 674% higher chance of reporting success
  • Marketers who set goals are 377% more successful than those who don’t

It’s clear that a successful marketing plan opens pathways to other forms of business success — although the process is underutilized at best. More than three out of four small business owners lack an overarching marketing plan if they don’t have a clear path of growth. Creating a holistic marketing plan is absolutely necessary to scale brands at any level of development.

10 marketing plan examples from every industry

It’s much simpler to design a plan of action when the groundwork already exists. Below are 10 marketing plans sourced from real companies and brands around the world, highlighting unique approaches to researching, crafting and implementing a marketing strategy . 

1. Contently

Popular SaaS Contently developed a visual marketing plan for developing future campaigns. The strategy depicts its plan in a “waterfall” format, with goals blending into methods of application that eventually lead to success metrics. Although far more casual than other examples on this list, the work provides an excellent overview of a marketing plan’s necessary components.

Contently marketing plan

2. Visit Baton Rouge

The Baton Rouge area of Louisiana generates millions of dollars every year from tourism alone. The Visit Baton Rouge marketing plan was born from a need to better position the area and create long-term strategies for generating interest. This 38-page document goes into detail describing different destinations, events, and calendars, including recommended measurements for success.

Top marketing plan examples: Baton Rouge

Created by SaaS company HubSpot , this template includes a business summary, SWOT matrix, market strategy, budget, and other important aspects of a marketing plan. By filling it out, you can make informed decisions about your company’s positioning and your marketing in general.

HubSpot marketing plan

4. Evernote

Evernote provides a comprehensive marketing plan template for businesses of any size. Create a plan that walks through overviews, timelines, research, personas, and all other elements of an airtight campaign. If desired, you can also implement this template into your Evernote account to start developing a marketing plan almost immediately.

great examples of marketing plan: Evernote

5. University of Illinois

Even educational institutes need marketing plans. The University of Illinois created a very straightforward document that encapsulates its market context, research efforts, and current campaigns. Objectives and success metrics are completed in the third section, with about 40 pages overall. 

6. Monday.com

Monday.com is a project management platform providing in-house templates to all active users. This marketing plan offers various categories and subcategories that track project progress with data visualizations. Detailed objectives and KPIs can be identified in-app, including columns for a projected cost range.

Popular health and hygiene brand Lush released a comprehensive marketing plan walking through some products, positioning, and a marketing calendar for upcoming product releases. One of the highlights includes a detailed SWOT analysis with easy to read graphics. This is particularly helpful for brands in the personal care industry, among others.

Lush marketing plan

8. Coca-Cola

Industry titan Coca-Cola released a strategy video that encompasses all seven elements of a holistic marketing plan. The proposal primarily explains the major content initiatives for the coming year, and focuses on how the brand’s initial ideas can be practically implemented into the existing strategy. 

business plan marketing plan template

9. Naperville Park District

Publicly funded recreational parks often have limited access to resources, which is why the Naperville Park District created a strategic marketing plan right at the beginning. This extremely detailed document walks through the company’s mission, situational analysis, strategy, and budget, on a micro-level.

nashville park marketing plan

10. Starbucks

Unlike the longform documents we’ve seen already, Starbucks takes a more concise approach. This six-page release details a strategy to elevate CX and brand ambassadors around the world. The marketing plan touches on individual strategies and tactics, as well as the methods used to ensure success. It’s important to note the detailed customer journey profiles that fit into a five-year strategy.

beverge marketing plan: starbucks

How to approach a marketing plan

Now that you know what a marketing plan looks like, it’s time to explore the initial stages of drafting and publishing your very first plan. Once you establish some basic starting points, a little research is all you need to get started.

Determine your goals

Directions simply don’t matter without an endpoint in mind. Craft some meaningful goals for your marketing campaign that envelop your brand’s values, objectives, and year-end plans. It’s best to use the SMART goal framework:

The more specific your goals are, the more effective your marketing plan will be.

Check your competitors

Staying abreast of your competitors and market share is critical in the early stages of a marketing plan. Using competitive analysis tools or an internal process, take some time to evaluate the approach that others are using — and how you can do better.

You might want to:

  • Perform a competitive analysis
  • Keep a close eye on industry news
  • Browse competitor social media content

Keep in mind that it’s possible to hire freelancers to perform competitive analysis for you, depending on your needs and time constraints.

Identify your audience

Understanding your target market — including their goals, ages, values, and demographics — is the golden rule of marketing. This can be done several ways, either by using data, creating personas, or outlying features in a document.

It’s best to consider everything that may be relevant to your audience in the marketing plan, including how products can be positioned in a way that makes them relevant. For example, a customer with a degree in IT would be more interested in ads that speak to their experience and industry pain points.

If you don’t have a target audience in mind yet, consider using programs like Google Analytics or in-platform insights from Facebook to identify specific segments.

Craft final KPIs

The difference between a good marketing plan and a great marketing plan starts with key performance metrics (KPIs). These will be used to measure the effectiveness of your campaign and provide detailed information about what worked, what didn’t, and what you can change in the future.

Every marketing plan should rely on its own unique set of metrics, all fitted to individual needs. If you’re looking for specific examples, you might want to try:

  • Raising the number of followers on a social media account
  • Generating a certain amount of website leads 
  • Achieving higher email open rates 

Keep in mind that your final metrics should adhere to the SMART method for best results.

Perform your revisions

The marketing plan is a living document and must be updated regularly to remain current. The average plan only has a shelf life of one to five years , on average, and should receive regular revisions in the meantime.

Take a closer look at your past goals, competitors, audience, and KPIs. Are any of these outdated or ill-aligned? What has changed for the company since its initial publication date? Make these adjustments accordingly (and hopefully with members of a team or committee).

Create marketing plans that guide your business well

It’s not enough to just write a marketing plan. In an increasingly competitive world of iron-clad strategies, marketing pros should take their time developing a plan that lasts. The above examples are a great place to start, especially as you craft an approach that is catered to your industry. 

Keep an eye on the growth of your business once your marketing plan hits the shelves. Continue to find new ways to optimize, refine, and otherwise make what you have even better than before. With an airtight marketing plan by your side, the possibilities are virtually limitless.

Want to learn more?

  • How to Create a Killer Social Media Marketing Plan
  • The Complete Guide to Getting Started With Influencer Marketing
  • 7 of the Best Landing Page Examples to Learn From
  • Instagram Marketing Tips to Shoot Up Your Sales

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How To Create A Small Business Marketing Plan In 9 Simple Steps (with Templates)

A small business can use a marketing plan to guide their entire marketing efforts. Follow our step-by-step roadmap to reach your business objectives, increase revenue, and grow your company.

How to create a small business marketing plan (9 simple steps)

Imagine there are two T-shirt companies. Their shirts are both handcrafted and are of the exact same quality and style.

T-shirt seller A has never created a marketing plan and strictly relies on word of mouth to sell their shirts.

T-shirt seller B has put plenty of time into its marketing efforts. They’ve created a website, uses a variety of digital tools,  posted regularly on social media , and even built an email list.

Which company do you think sells more shirts?

Regardless of the size of your company, the core marketing principles are the same. Even if you have a small business, you can create a marketing plan to help you grow your business. In fact, the smaller your business is, the more important it is to put time and energy into creating a marketing roadmap.

In this in-depth guide, we’ll cover everything you need to know about creating a small business marketing plan to help you reach your goals. We’ll break down the nine simple steps you need to take to craft a marketing plan that works in the digital age. Plus, you’ll get a template you can follow to craft your own strategy and some best practices to follow to ensure it’s a success.

What Is Small Business Marketing?

Small business marketing is the process small businesses use to get their products and services in front of potential customers to generate sales. This type of marketing typically includes a variety of marketing channels, disciplines, and tactics to gain exposure.

The primary goal of small business marketing is to not only connect with new prospects to acquire new customers but also to build and nurture relationships with existing customers to keep them coming back.

Small business marketing can consist of a variety of offline and  online strategies . Regardless of the marketing tactics you use, the end goal is typically to generate more revenue, expand market share, improve profitability, and grow.

What Is a Small Business Marketing Plan?

A small business marketing plan is a roadmap small businesses can use to reach their marketing objectives, increase revenue, and grow their overall business. A small business can use a marketing plan to guide their entire marketing efforts to ensure they meet their company’s objectives.

In 2021, the most prominent  small business marketing challenges  were:

  • Not having enough time and resources to focus on marketing
  • A small marketing budget, and
  • Lack of clear marketing strategy and objectives

2021 small business marketing challenges

Without a clear marketing strategy and objective, your marketing efforts will be a waste. But, if you implement a small business marketing plan, you’ll be well to see your company or department succeed.

9 Steps to Create a Small Business Marketing Plan

Every small business marketing plan will be different as each business is different. But there’s a simple framework you can use to come up with a plan that’s actionable and effective. Follow these nine steps to set your marketing team up for success:

1. Establish your goals

First off, you need to set your marketing goals. But you can’t just set a random, vague goal like “Make more money.” You need to set clear, actionable goals.

The best way to come up with marketing goals is to use the “SMART” formula. This stands for:

  • S: Specific
  • M: Measurable
  • A: Achievable
  • R: Relevant
  • T: Time-bound

The SMART goal strategy is a tried and true method of goal setting to help you achieve what you’re aiming for. Here’s an example of a SMART small business marketing goal:

“Increase return customer rate from 5% to 20% in 12 months.”

Let’s see how it lines up with the SMART formula:

  • S: Specific (about retention)
  • M: Measurable (includes real numbers)
  • A: Achievable (not too far out of reach)
  • R: Relevant (aligns with your overall business objectives)
  • T: Time-specific (in 12 months)

If you’re having trouble coming up with your goals, you could start by identifying some broader small business objectives before getting specific.

Here are a few common small business marketing goals:

  • Build a greater online presence
  • Generate more leads (and customers)
  • Increase brand awareness
  • Connect with a broader audience
  • Engage with your audience more
  • Generate more recurring revenue

It’s up to you to figure out which of these goals makes the most sense for your team and your business. Try and come up with 3-5 SMART goals now and write them down.

2. Understand your target audience

Now that you’ve established your primary marketing goals, it’s time to focus on your audience. Ultimately, they’re going to be the ones to help you reach your goals.

Before you can achieve any sort of success with your marketing efforts, you need to know who you’re targeting. Your target audience can vary based on a variety of different factors like geographical region, your business type, and demographics.

Oftentimes, your audience will dictate the type of marketing tactics you implement later on, so it’s crucial you take the time to research so you can understand them better.

For instance, if your target audience is in their 70s, then TikTok might not be the best place to invest your marketing resources. On the other hand, if you’re targeting Gen-Zs, then you should probably avoid print ads and, instead, get on TikTok and Instagram asap.

Here are a few questions you should ask yourself to help understand your audience:

  • Who are your past customers?  Look at demographics like age, location, and gender.
  • Who are your returning customers?  This is important to understand, especially if one of your goals is to generate recurring revenue through increased retention.
  • Who do you want to reach?  While you may have a specific past customer base, it’s crucial to know the type of customer you’re after so you can adjust your marketing strategy to target them better.
  • What products or services are people buying from you the most?  Look at sales data to help understand what your customers are interested in, their pain points, and the problems they’re looking to solve.
  • Why did your past customers buy from you?  Look into primary driving factors for their purchase decisions. You can email customers directly, conduct surveys, and look at reviews and testimonials to understand the intent behind their purchases.

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3. Set your budget

Now that you’ve set your goals and understand your target audience, it’s time to establish your marketing budget.

You should take the time to assess the current financial health of your business—including your current and future cash flow—to determine your marketing budget. If you’re not running the finances in your small business, sit down with your CFO to come up with a budget you can both work within.

It’s crucial to figure out your budget ahead of time, as it’ll help guide the remainder of your marketing plan.

You should be realistic about how much money you’re able to invest into your marketing efforts every month.

If you’re scratching your head wondering where to start, you can start with around 10-20% of your overall revenue. This is a typical budget allocation for small businesses to invest in their marketing efforts.

While this may seem like a lot to invest, the return on investment (ROI) will be well worth it (if you implement the right marketing plan).

If you’re thinking you have almost nothing to spend on marketing as you’re brand new, that’s alright! Any little bit helps. Whatever you can invest in your marketing will help fuel future business growth.

Don’t forget that when budgeting, you should also take into consideration your  time  budget. In other words, you should look at not just the money you can put into marketing but the overall resources, including work hours. How much time are you able to devote to your marketing strategy every day, week, or month?

Write it down alongside your monetary budget. It can be easy to let other business activities take priority over your marketing efforts. Make sure you craft a time budget as well to ensure your marketing gets done. This will help you see your goals through to the end.

4. Create a website

Now that you’ve set your time and money budget, it’s time to spend it!

This is the fun part (at least for most people). Now that you know what you’re working with in terms of your resources, you can get to work on your marketing.

Your website is the digital headquarters for your business. It’s the place where you establish your branding, where you convert prospects into leads, and where you generate new sales.

You need to ensure your website is both professional and tactical. It’s the place where you show off who you are and what you offer. It’s the place of first impressions, so you need to ensure it’s designed well and functions in alignment with your goals.

The most effective websites will be much more than a digital brochure. When crafted properly, they can be 24/7 salespeople for your business.

If you have the budget, you should hire a web designer and developer to help you craft a professional site. If you have a limited budget, there are plenty of cheap and free website-building tools you can use to create your own site, even if you know nothing about design or coding.

5. Build a social media presence

Now that your headquarters is established, it’s time to set your brand up on social media. Nowadays, social media is an essential part of any small business marketing plan (whether your business is online or offline). The reality is that every type of customer is on social media (regardless of age).

If your audience skews younger, then chances are they’re on TikTok, Instagram, and Snapchat. If they’re older, they’re likely on Facebook. If you have a B2B brand, then you might want to check out LinkedIn.

You probably think all the different platform choices are overwhelming. You’re right—it can definitely be a confusing process trying to figure out how you’ll manage to post on dozens of social platforms consistently.

The truth is, you don’t have to, and you shouldn’t—at least not at the start.

The best way you can get started with your social media plan is to focus on one platform (two at max) when you’re first starting‌ out. Take a look back at number two—your audience. Where are they? Chances are, they hang out on one social media platform more than the others. Try to determine where they hang out. If you’re unsure, you can conduct surveys, ask customers one-on-one, or you can try testing out paid ads on a few platforms to see if there’s a winner early on (we’ll touch more on this at number 7).

There are two secrets to winning with social media:

  • Post consistently.
  • Engage with your followers.

That’s it. Yes, there are dozens of other tactics you can use to increase your social media marketing efforts. But you should spend 80% of your social media efforts focusing on these two things—especially when first starting out.

Just remember:  Even if you’re not going to start posting regularly on all the additional social media platforms, it’s important that you at least make a profile on each one to establish consistent branding if you do decide to branch out to them in the future.

6. Create content

Ever heard the term content marketing? It’s one of the most powerful forms of digital marketing in 2023. While content marketing primarily refers to blog posts and articles that help drive traffic to websites, it encompasses a wide variety of different mediums and content types.

In 2021,  video content actually surpassed blog content  in terms of the type of content created in content marketing strategies.

Main types of media used in content marketing strategies in 2021

Businesses primarily use content marketing as part of an overall inbound marketing strategy—which includes creating content as a means to draw people to your site. Inbound marketing is all about providing your potential customers with helpful information and resources and providing value that both attracts and converts them into customers.

Nowadays, your  content marketing strategy  can include a variety of content types:

  • Social media marketing
  • Video content
  • Blog posts and articles

Similar to choosing a social media platform, it can be confusing where to start with content types. You should consider two things: the ways your audience consumes content and the content you like producing.

For instance, you may find that your audience loves video content the best, and they hang out on YouTube and Instagram. But you’re really not into creating long-form videos. Instead, you could create stories on YouTube and Instagram—short-form videos you like creating that also engage your audience.

Just remember, it’s more important to consider how your audience likes consuming content ‌than what you actually enjoy creating. If you despise writing but you know your audience loves reading blogs, then you may want to outsource your content writing or hire a content agency to help you create content.

7. Invest in paid ads & influencers

All the marketing tactics we’ve mentioned above so far are primarily longer-term tactics to grow your audience and build a brand for the long haul.

However, there are two primary marketing tactics you can use to grow your audience and convert customers quickly—if you have the budget.

Those two are paid ads and influencers.

With enough money, you can access any audience. This could be paying for Facebook ads, or it could be paying an influencer to review your product to their audience of 300,000 engaged followers.

Either way, if your goal is to grow or convert new customers quickly, then you can leverage paid ads, influencers, or a combination of the two to reach your goals. To get started, you don’t need to have tens of thousands to spend. With even the smallest of budgets, you can focus on micro-influencers and run pay-per-click ads on Google or Instagram.

8. Consider traditional marketing tactics

The world, in 2023, is super digital. Everyone has a digital marketing strategy. You can use that to your advantage. As digital marketing has become the dominant form of marketing over traditional efforts, traditional marketing has become less expensive and less crowded.

A well-rounded small business plan will often include both online and offline marketing strategies. If you want to diversify your marketing efforts, then you may want to consider implementing some traditional tactics as well, such as:

  • Print advertising

If you have a business that’s primarily targeting a local audience, then you will definitely want to consider some of these tactics. These traditional marketing efforts can be incredibly powerful for community and brand-building. If you have a brick-and-mortar store, then implementing at least a few of them is essential to thriving in your community.

9. Track & measure your results

Now that you’re taking action and working on the different marketing tactics outlined in this comprehensive plan, it’s time to focus on perhaps the most important step of them all: tracking and measuring your results.

This is a critical step—and one that will essentially evaluate how close you are to your targets set in step number one. Did you reach your goals? Did you surpass them? Did you fall short?

If you want to succeed with your marketing plan, you need to analyze your efforts. You may be posting on Facebook every day only to get a couple of likes here and there. Or maybe you've built a blog that’s generating thousands of visitors every month.

Perhaps your in-person workshops have turned into a thriving repeat customer base.

You should go back to your original goals at the end dates you set for them (since you crafted SMART goals). Where did you land? If you didn’t reach your goal, analyze why. What tactics and specific steps of action did you take (or not take).

What channels are serving you the most?

What channels are performing the worst?

The best way to close out step nine is to re-establish new goals and essentially start your marketing plan over again. Except this time, you’re not starting from scratch. You’ve built up a solid plan and simply need to shift course a bit. You’ve seen what’s working and what’s not, so you can allocate more time, money, and resources to improve your plan even more.

Remember, building your marketing plan isn’t a one-time event. The best small business marketers know that continually monitoring their efforts and optimizing them is how they will find success in the long term.

Small Business Marketing Plan Templates

If you’re looking for a marketing plan template , you can follow steps 1–9 above to create your roadmap. But, if you want something easy—where you can simply fill in the blanks, then there are hundreds of free or paid marketing plan templates available online.

Whether you’re looking to start from scratch with a comprehensive marketing plan template or a simple one-page template, or you want a practical project-based roadmap, there are plenty of resources available.

Comprehensive marketing plan template

Business.com created a  free marketing plan template  you can use built right within Google Docs. It’s a comprehensive template you can use to build your marketing plan in a day. Each section includes in-depth explanations as well as free resources to learn more so you can build a clear roadmap.

Business.com free marketing plan template

One-page marketing plan template

If you don’t have a lot of time available to work on an in-depth plan, then you’ll want to consider Smartsheet’s template. Smartsheet offers a ton of free marketing templates, including a simple  one-page marketing plan  that you can get done in under 30 minutes.

Smartsheet one-page marketing plan template

Project-based marketing plan template

If you’re looking for a template that’s more of an action plan for your upcoming campaigns, then you’ll want to check out  Monday.com’s marketing plan templates . While you’ll have to get a paid plan to use Monday.com, you get access to a variety of impressive marketing plan templates that are project-based and actionable to help you meet your goals.

Monday.com marketing plan template

4 Best Practices When Crafting a Marketing Plan

1. center everything around your value proposition.

What makes you stand out from the crowd? Why should customers choose you over the competition?

When building your marketing plan, you always need to keep your value proposition top of mind. It has to take center stage when crafting every piece of content, creating new campaigns, and establishing your buyer personas.

Your value proposition is the thing that differentiates your brand from others in the space. If you’re not sure what yours is, try looking at what you do better than everyone else in your industry. If you can’t figure it out, then you need to establish the thing that does make you different. It could be your product, customer service, content plan, branding, or even price.

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11 marketing campaign types to try (+ examples and tips), fractional cmos vs. agencies vs. contractors: what’s the difference (+ hiring costs), building successful creator partnerships in 2024 (5 tips), the top priorities and challenges of cmos in 2024: report, 2. stay focused on your primary goals.

There are dozens of different paths you can take with your marketing. Within the marketing world, it can be easy to get distracted by new, shiny marketing tactics that are “guaranteed” to convert. While it can be tempting to give in to them, it’s best to stick to your core tactics.

Once you have your marketing plan set up, you need to stick to it to ensure the highest odds of success in reaching your goals. Once you’ve reached your primary objectives (or you’re on the trajectory to do so), then—and only then—should you even consider shifting your marketing efforts to other tactics.

3. Be consistent with your branding

Your branding is your business, and your business is your branding.

When it comes to building the right marketing plan, it’s important to measure the results of your efforts. One of the more challenging aspects of marketing success is measuring how well you are branding yourself. How powerful is your brand?

Your brand image has the power to turn customers off forever with a bad first impression or create raving fans who tell all their friends to buy from you.

One of the key elements to establishing your branding is to ensure you’re consistent. You need to know what type of brand you want to be, then ensure you’re congruent with it everywhere—on your website, social media, ads, in your voice, and even in your customer support.

4. Build a tool stack

In the digital age, you’ll only get so far with your marketing plan without the right tools. Even if you don’t consider yourself tech-savvy, you need to have the right technology at your disposal in order to make a dent with your marketing—even if you lean heavily on traditional marketing tactics.

Here are a few different types of marketing tools you should consider using:

  • Marketing strategy software
  • Email marketing software
  • Content marketing software
  • Social media software
  • Project management software
  • Analytics software

If you have a lean budget, don’t worry. There are plenty of tools in nearly every tool category that won’t cost you a thing.

Level Up Your Marketing Strategy

No matter how great your product or service is, you won’t be able to create consistent growth without a proper marketing plan.

Remember, ‌marketing plans with the greatest odds of success start with the end in mind. Stay focused on your business objectives, and pay attention to what’s working. By staying flexible, you’ll be able to optimize your strategy over time and find success in your industry.

If you want to stay up to date on the latest marketing strategies and trends, then  sign up for The CMO newsletter today . Our email newsletter offers practical advice and software recommendations from industry experts you can use to level up your marketing strategy and grow your business.

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Marketing Plan Template

Get your Marketing Plan Template for Word or open it in ProjectManager, the best way to manage your projects online.

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Marketing plans involve a lot of work. Get a headstart by using our free marketing plan templates for Word. It takes you through all the phases, activities and scheduling necessary to carry a campaign from idea to successful execution.

Then, once you’ve got everything worked out at a high level, open the marketing plan template in ProjectManager. It lets you build a living, breathing marketing plan and schedule that your whole team work on together, in real time. Choose from five different work views: task list, kanban board, Gantt chart, calendar and spreadsheet. There’s even dashboards and reports for campaign insights. Get started for free and build a better marketing plan.

Free marketing plan template in ProjectManager

What Is a Marketing Plan?

A marketing plan is a document that outlines your marketing strategy and how to implement it. It usually looks forward over a year, though it can be tuned for monthly or quarterly campaigns.

The marketing plan will include the following items:

  • Marketing and advertising goals over the period
  • Current marketing position
  • Scheduled tasks charted over a timeline, with start and end dates
  • Key performance indicators (KPIs) that will be tracked
  • Target market and audience

Therefore, the marketing plan offers a high-level view of the who, what, where, why and how of the marketing campaign. This gives a business the opportunity to think through what is necessary to effectively market their brand, product, service, etc.

The more thorough your marketing plan, the more likely it will achieve the goals and objectives of your marketing strategy. That’s why this marketing plan template is so important.

ProjectManager's free marketing plan template

Why You Need a Marketing Plan Template

ProjectManager’s marketing plan template saves you time by providing an outline, so you need only fill in the blanks. It can also be reused each time you need to create a new marketing plan, whether that’s monthly, quarterly or annually.

More generally, a marketing plan gives you a framework by which to promote your product, service or brand. It allows you to understand the market and potential audience through research and then develops messaging that speaks to their needs.

Advertising might seem like magic, and in many ways, it remains a mystery, but by using a marketing plan template you can reduce the risk and raise your chance of success. That’s because the marketing plan template allows for a great deal of research, so your campaign isn’t a random or unintuitive message but rather a campaign that is fine-tuned to the needs and wants of an audience.

As your marketing plan unfolds, use marketing project management software to further fine-tune your marketing campaigns. ProjectManager lets marketing teams plan, execute, track and report on their campaigns in a single, online location. Collaboration is easy and all the data updates are in real time. Whether you want to build your campaigns with Gantt charts, sheets, task lists, kanban boards or calendars, ProjectManager has you covered. There’s no better tool for planning and executing your marketing campaigns. Try ProjectManager for free today.

ProjectManager's sheet view with marketing plan

When to Use a Marketing Plan Template

A marketing plan template should be used after the strategy has been decided on, but before the campaign starts. That’s the basic contours of this marketing plan template. More accurately, making a marketing plan is a process, one that starts early and doesn’t end until the campaign it defines has been completed.

In truth, the marketing plan begins with a discussion of the business strategy. Since that strategy is the lodestar that the marketing plan will follow, it needs to be part of the brainstorming that creates a marketing strategy. That will include important aspects of the marketing plan template, such as defining the niche to be exploited and the target audience.

The marketing plan template remains a live document and is never complete until the marketing push has run its course. As you execute your advertising, the marketing plan template will have to be constantly reviewed and revised as things change. The versatility of the marketing plan template is one of the reasons it’s such an important arrow in your marketing quiver.

Who Should Use the Marketing Plan Template?

The marketing plan is used by the entire marketing department of a company, but the chief marketing officer is responsible for leading the creation of the marketing plan. They will usually delegate sections of the marketing plan to various team leaders in the marketing department. But everyone is usually involved to some extent.

Research is an important component of the marketing plan template and can be completed by a third party or done in-house, depending on the structure and size of the company. Other aspects of the plan, such as activities and scheduling, will be led by the marketing leadership team after a strategy, market segment and target audience have been determined.

Once the marketing push is executed, the whole team will be employed. The marketing plan template will then be a vital roadmap that keeps the team focused on the tasks at hand and allows managers to track progress, ensuring that the project is on schedule and within the agreed-upon budget.

How to Use ProjectManager’s Marketing Plan Template

ProjectManager’s free marketing plan template for Word in a multi-page document that is customizable to fit your needs.

This is where you can add your company logo and the name of the marketing plan.

Document Control

This is where you track the marketing plan. There’s an information chart that captures the ID of the plan, the owner, the date it was issued and when it was last saved, with the file name. There’s another chart to capture all the versions, as the marketing plan is likely going to be revised many times throughout its life cycle. The chart allows you to note the version, the date that revision was made and then a space to note all the changes that were made.

The document control is complete with a chart that lists all the people involved in the approval process. That includes the client, CMO, creative director and potentially many others. There are extra rows to add those people to your list. Each person has a place to add their name, sign the document and add the date of their approval.

Table of Contents

Because this is going to be a long document, there is a table of contents to make it easier to jump to a section.

Instructions

Following the table of contents is an instructional page that can be deleted but can prove helpful, especially if this is your first attempt to create a marketing plan. The template guide has a brief description of what a marketing plan is, including what’s included.

The next paragraph explains when to use a marketing plan, which is followed by a brief explanation of how to use this template. Again, these pieces are all informational and can be removed.

Planning Basis

The next page is about the planning basis. This is broken into subsections.

  • Business Information: The first item is the business information, which is a high-level description of the strategy employed to market the project. The details will follow.
  • Marketing Goals: Then you’ll want to list your marketing goals, which are the specifics in your marketing plan, such as tasks, quotes, etc. There’s an enclosed chart to help you collect these. You can also put KPIs (key performance indicators) in there, but you’ll have a section to go into more detail later in the plan.
  • Competitive Analysis: A competitive analysis is where you list your competitors’ strengths and weaknesses. Using a technique called SWOT , which stands for strengths, weaknesses, opportunities and threats, allows you to capture all this important data. Again, we’ve included a chart to help you with the list.
  • Target Audience: It’s important to know who your audience is, which is why defining a target audience is part of your marketing plan. These are the customers to whom you’ll be selling your product or service. The better defined the target audience, the better your marketing will be.
  • Buyer Cycle: Once you know the target audience, you’ll want to figure out the buyer cycle. This is the process that customers go through as they move towards making a purchase. The five major stages of this process include awareness, consideration, intent, purchase and repurchase.
  • Selling Proposition: It helps to have a unique selling proposition. In other words, how does your company differentiate itself from the competition? Knowing this is crucial to targeting your marketing materials and exploiting the weaknesses in your competition.
  • Strategy and Tactics: The next part is your marketing strategy and tactics. The strategy is more general and the tactics are the specific steps you’ll take to enact it. You want to have this list ready for when you move on to scheduling the marketing plan.

Marketing Plan

As you develop your plan, don’t forget your company brand. That’s how you interact with customers and the public at large. It must align with whatever plan you want to execute and should be directing all your marketing materials.

  • Website: This includes your website, which should reflect the marketing campaign or at least have a component dedicated to it. In fact, many will want to create a dedicated website for the marketing initiative, which will be part of your larger plan.
  • Marketing Channels: Another way to reach your target audience is through marketing channels. These are the routes you can take to market directly to your audience. Figure out the best ones and incorporate them into your marketing plan.
  • SEO: SEO means search engine optimization and is another crucial step in your marketing plan. Using the right keywords and other online tools can help drive traffic to your product or whatever web presence you have created to sell it.
  • KPIs: Measurements and KPIs, which we touched on earlier, are how you chart the success of your marketing plan and make sure you’re keeping to the schedule you created. There are many you can use, such as sales revenue, site traffic, etc.
  • Project Timeline: The next step is to take all those activities, tasks and resources and schedule them on a timeline that starts at the beginning of your campaign and ends with its conclusion. This can be done any number of ways, from using a simple calendar to adding complexity with a spreadsheet or Gantt chart .

How ProjectManager Improves Your Marketing Plan

Our marketing plan template is a fantastic start, but if you’re looking to take your marketing management to the next level, you should sign up for ProjectManager.

Plot Entire Marketing Plans on the Gantt Chart

ProjectManager has an interactive Gantt chart that can organize all that work, link dependencies and set milestones. The Gantt allows you to describe each task, set the deadline, add priority and create customized tags to help you further organize the work. Teams can comment at the task level and there are email and in-app notifications to alert them when a comment has been added, responded to or the task has been updated in any way.

A screenshot of the Gantt chart in ProjectManager, which displays your project on a timeline chart

View Your Marketing Plan Status in Real Time

As teams update their status, it’s reflected on the Gantt. But the live data is also fed and automatically calculated on a real-time dashboard. Now you have an instant high-level status report whenever you want it, monitoring time, costs and much more.

ProjectManager’s dashboard view, which shows six key metrics on a project

Easily Generate Reports for Your Stakeholders

For more detailed reports or to update your clients, use one-click reporting tools. There are reports on workload, timesheets and more that are easy to generate and share with clients to keep them in the loop. The reports can also be filtered to show just the information requested.

A screenshot of the report screen in ProjectManager, which offers different filters to generate customizable reports

ProjectManager Has All That and More

Unlike other project management software, ProjectManager has tools to help you manage several marketing plans with one tool, using a roadmap to see how you can more efficiently manage resources. Manage numerous advertising pushes at once and get a portfolio dashboard to help you monitor progress and performance. No other tool is as easy to use and effective at organizing your work.

What Other Templates Can Help Your Marketing Plan?

If you need time to make a decision about subscribing to project management software, there are dozens of free project management templates on our site that address planning. Here are just a few.

Work Breakdown Structure Template

As stated above, an essential part of any marketing plan is detailing the tasks you have to complete. If you miss any, it can negatively impact your budget, schedule and derail the entire campaign. That’s where a work breakdown structure template comes in. It’s a tool that thoroughly captures every step of your project, making sure there are no costly surprises.

Work Schedule Template

Once you have those tasks lined up, you need to assign them to people in the marketing team and maybe contractors as well. To organize all those various jobs and keep your team working and organized, you need our free work schedule template. It has space for your to note what days your team is working on a project, a task and even collects pay rates and hours spent on their assignments.

Production Schedule Template

If your campaign includes you producing ad materials, you’ll want to use our free production schedule template. It allows you to organize getting your promotions to the target audience by coordinating deadlines and the raw materials you need to procure to create those marketing assets.

Related Content

If you’re looking for more information on marketing plans or planning in general, take a moment to visit ProjectManager’s website. It’s a hub for all things project management, including weekly blogs, tutorial videos and guidebooks for an in-depth look at the various aspects of planning, monitoring and reporting on one or more projects. Here are a few to get you started.

  • 10 Free Marketing Templates for Excel, Word and More
  • How to Make a Marketing Plan Like a Project Manager
  • Why Marketing Teams Absolutely Need a Project Manager
  • 3 Project Management Tool Tips for Marketing Teams

Marketing is just a project, which means it’s made up of work with a beginning and end that results in some deliverables. Marketers would then obviously benefit from using project management tools. ProjectManager allows them to better organize their work efficiently. Join the tens of thousands of teams who are using our tool in organizations as varied as NASA, Ralph Lauren and Volvo. Sign up for your free trial today.

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Business News Daily

6 Tips for Creating a Great Business Marketing Plan

E very successful company needs a well-thought-out business plan to outline its course of action. A marketing strategy is one key part of that plan: It spells out critical information, including how a business will distinguish itself from competitors and what the team will aim to achieve.

While marketing plans don't always produce immediate results, they are still a crucial aspect of a business plan and should be given a considerate amount of attention. A complete and effective marketing strategy can reveal opportunities through new audience segments, changes in pricing strategy or by differentiating the brand from the competition.

Here's how to create an effective marketing plan for your business. 

How to develop a business marketing plan

A focused marketing plan sets two goals. The first is to maintain engagement and customer loyalty , and the second is to capture market share within a specific audience segment of your target audience.

Your marketing plan outlines the strategies you'll use to achieve both goals and the specific actions your marketing team will employ, such as the specific outreach campaigns, over which channels they will occur, the required marketing budget and data-driven projections of their success.

Marketing is a science-driven commitment that typically requires months of data to refine campaigns, and an interconnected marketing plan keeps your business committed to its long-term goals. 

All marketing guidelines will circle back to the four P's: product, price, place and promotion. The following tips are starting points that will ingrain the habit of continually returning to these four P's.

1. Create an executive summary.

Marketing campaigns should not be considered individual functions. Marketing is the story of your brand as told to customers; like any narrative, its tone and characters should remain consistent. An executive summary details your marketing goals for the next year and helps tie each campaign together. 

When establishing your marketing goals, they should be specific, measurable, attainable, relevant and time-bound – or SMART. These goals should work together to achieve both internal and external harmony, telling a consistent story that informs customers of your exact message while building on its previous chapters. 

For example, you may set a SMART goal to increase your company's social media traffic by 15% in a 90-day time frame, and plan to achieve this by creating four relevant, informative and high-quality posts per week on each platform, using your company's brand kit. 

2. Identify your target market.

Before you write a marketing plan, you need to find and understand your niche. Ask yourself who the specific demographic is that you're targeting. For example, if your business sells 30-minute meals, then those who work traditional 9-to-5 jobs are likely in your market. Study that group of individuals to understand their struggles and learn how your business can solve the problem.

FYI: Targeting your audience can drastically improve the effectiveness of your marketing efforts and help you avoid wasting resources on fruitless campaigns.

3. Differentiate your brand with inbound marketing.

Inbound marketing utilizes internal tools – such as content marketing, social media activity and search engine optimization (SEO) – to attract a customer's attention primarily through online communication. Content marketing can include informative blog posts, interviews, podcasts with relevant industry figures or supplementary guides on how to best use your product. For example, if you sell cooking supplies, consider posting several fun recipes around the holidays that your tools can help prepare.

Each of these strategies empowers the others in a loop to achieve greater customer attention. A strong content offering can improve your search engine ranking, which brings more people to your website and social pages. You can then share those developed content pieces to that wider audience, who will again improve your search engine rankings. All of this can be done without the expense of a famous endorser or commercial advertising campaign. 

4. Identify competitors that also target your customers.

No matter how original your product or service may be, there is always competition for your target customer's dollar. Small business personnel seldom take the time to study their competitors in-depth or pinpoint companies outside their industry that are just as capable of luring customers away. Knowing who your competitors are, their core competitive advantages, and how they might respond to your offerings – like price cuts or increased communication – helps you devise strategies to combat such losses. 

By seeking out these competitors, you can develop ways to differentiate your business by providing consumers with the things they may be lacking from your competition. Observe how your competitors operate to find ways in which you can stand out and steer your target audience toward your business. 

Did you know? According to SmallBizGenius, 19% of small businesses fail because of their competitors. 

5. State your brand position for your target customers.

Ultimately, your brand – and what it symbolizes for customers – is your strongest advantage. You should be able to write a simple declarative sentence of how you will meet customer needs and beat the competition. The best positioning statements focus on solving a problem for the customer in a way that promotes the best value.

6. Budget the plan. 

When implementing a strategy, consider the marketing budget you will allot. Marketing requires money for various reasons, including paid promotions, marketing software, events and outsourced costs. Consider your budget when creating the plan so that there is money available to spend on marketing tactics to achieve your goals. 

While drafting the plan and evaluating your course of action, note the estimated cost, assets, and time required to achieve the stated goals; this will help when it comes time to set the actual calculated budget. Any goals that you create should be realistically achievable within the budget you have set. 

Key takeaway: When developing your marketing plan, you should know why a customer would use your product, differentiate your brand from competitors, and audit your product offering and message to ensure consistency.

Channels to include in your marketing plan

Once you know the elements of your plan, the next step is to develop the blueprint of how you will reach your target customers. Aside from traditional print and broadcast media, here are three digital marketing channels that many business owners utilize.

Social media

Social media is an essential part of businesses' marketing plans, because every type of customer is on some type of platform – such as Facebook , Twitter or LinkedIn . You may feel overwhelmed at the possibilities, but focus on the sites that can benefit your business the most.

Brett Farmiloe, founder of internet marketing company Markitors, advised companies starting out in social media to get to know their customers and the platforms they use.

"Figure out where your customers are spending their time, and set up shop on those platforms," he told Business News Daily. "Develop a content strategy that can be executed internally, [and then] execute your strategy by posting branded content on your selected platforms."

Though email marketing is not as new as social media marketing, it is an effective and popular choice for small business owners. Companies can implement email marketing techniques in many ways, including newsletters, promotional campaigns and transactional emails. For instance, Mailchimp and Constant Contact help companies manage their email drip campaigns .

Farmiloe added to set your email marketing efforts apart from the others by segmenting your markets.

"Not all subscribers want to receive the same blast," he said. "Smart email marketers take the time to segment subscribers at the outset, and then continue to segment based on subscriber activity. Through segmentation, companies reduce the amount of unsubscribes, increase open rates and, most importantly, increase the amount of actions taken from an email send."

The popularity of smartphones and tablets has changed how companies target consumers. Since people have these devices with them nearly all the time, companies are looking to implement strategies that reach customers on their gadgets.   

"Mobile marketing is interruptive," Farmiloe said. "It's because of this power that a marketer has to let the consumer determine how and when to receive marketing material. That's why almost every app comes with the option to turn notifications on or off. The consumer has to hold the power with mobile marketing."

Key takeaway: Use digital marketing channels – such as social media, email and mobile – to reach customers, but only after researching each channel in depth and developing a strategy to capture consumers' interest. 

Monitoring results

Well-defined budgets, goals and action items – with appropriate personnel assigned to each – can make your marketing plan a reality. Think about how much you're willing to spend, the outcomes you expect and the necessary tasks to achieve those outcomes.

Analytical tools that track customer behavior and engagement rates can serve as a helpful guide for your marketing strategy . Unlike billboards or commercials, digital channels allow you to assess each step of the customer journey and gain insights on the individual patterns and intent of prospects. Intention can soon develop into prediction, empowering your marketing team to develop campaigns that consistently reach target audiences at the right time. 

You can find more tips for measuring your marketing ROI here.

Jordan Beier and Adryan Corcione contributed to the writing and reporting in this article. Source interviews were conducted for a previous version of this article.

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How to Create a Digital Marketing Plan: 4 Steps

A business professional seated at a table with a laptop on it with the words "Marketing Strategy" and several icons.

  • 08 Feb 2024

Digital marketing is essential; it helps you connect with customers via online channels and enhance brand awareness. To ensure your campaigns succeed, you need an effective digital marketing plan and strategy.

Not all businesses understand strategic planning's importance. According to a Smart Insights report , only 17 percent clearly define their digital marketing strategies.

If you want to create a digital marketing plan, here’s an overview of what it needs and four steps to take.

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What Is a Digital Marketing Plan & Why Is It Important?

Technology has revolutionized business, but that doesn’t mean traditional marketing tactics are obsolete.

“There are certain aspects of marketing that remain true no matter how technology changes,” says Harvard Business School Professor Sunil Gupta, who teaches the course Digital Marketing Strategy . “One of these aspects is the importance of developing a plan to effectively use your marketing resources.”

A digital marketing plan is a comprehensive strategy outlining how your company will use digital channels to promote its products and services. Unlike traditional marketing tactics, it focuses on identifying your target audience and connecting with consumers via online platforms and channels.

Your plan’s significance can’t be overstated. It provides a strategic focus while optimizing your marketing efforts and budget. More importantly, it ensures your company remains agile and responsive to market dynamics and maintains a competitive edge.

Adaptability is particularly crucial in times of uncertainty. According to HubSpot , 20 percent of marketers pivoted their established marketing plans last year due to the potential for a recession.

To help craft your digital marketing plan, here are four steps to ensuring it’s comprehensive and can weather market challenges.

A graphic with text and icons displaying 4 steps to creating a digital marketing plan: set goals and objectives, identify your target audience, define your value proposition, and establish metrics.

4 Steps to Creating a Digital Marketing Plan

1. set goals & objectives.

The first step to creating your digital marketing plan is understanding what goals and objectives are essential to succeed.

“Companies often have multiple objectives, and you’ll need to prioritize and balance these goals,” Gupta says in Digital Marketing Strategy . “Often these goals are tied to the overall strategy of the company.”

For example, if you don’t work at a big-name company, you may want to focus on brand awareness. If you’re a market leader, you may want to expand your target audience by highlighting a new or revised product or service.

The best way to determine your company’s objectives is by identifying its challenges and opportunities throughout the customer journey , which has three stages:

  • Awareness: Introducing customers to your brand or product to address a problem they have
  • Consideration: Making customers aware of your brand or product while they evaluate alternatives
  • Decision: Using information gathered during the previous stages to influence consumers’ purchasing decisions

“Which stage of the funnel you focus on and how you allocate your budget across different stages depends on the specific context of your brand and where you feel is the greatest barrier for your growth,” Gupta says in Digital Marketing Strategy .

Your company's strategic decisions hinge on which customer journey stage they pertain to. For example, to increase conversion rates at the consideration stage, you could allocate more resources to producing targeted, personalized content.

2. Identify Your Target Audience

Your digital marketing strategy is only effective if you know who you’re trying to attract. That’s why identifying your target audience —the consumers most likely interested in your products or services—is the next step to crafting your digital marketing plan.

To determine your target audience, collect data related to:

  • Demographics: General information like age, gender, and occupation that help you make implicit assumptions about customers
  • Customer behavior: Behavior patterns related to your products or services, such as purchasing history and website interactions
  • Consumer motivations: Primary motivations when making purchases, such as convenience, value, or status

You can use your insights to employ tactics like segmentation —organizing your customers into groups.

“While you can try and market a product to everyone, consumers have different needs and preferences,” Gupta says in Digital Marketing Strategy . “What appeals to one group of consumers may not appeal to another.”

By segmenting your customers, you can provide personalized experiences—even when their needs or market conditions shift.

Related: 3 Most Common Types of Customer Needs to Be Aware Of

3. Define Your Value Proposition

Once you know who to target, you can communicate your value proposition .

“If you want to convince consumers to buy your product, you need to give them a compelling reason to purchase your brand instead of a competing brand,” Gupta says in Digital Marketing Strategy .

To start, you need to know your:

  • Target audience
  • Unique value
  • Competitive set
  • Justifications for brand value

You can then combine these components into a value positioning statement:

For [target market] , [Brand X] is the only brand that offers [unique value claim] among all [competitive set] because [reason to believe] .

Digital Marketing Strategy | Develop digital marketing strategies that reach and retain customers | Learn More

According to Digital Marketing Strategy , you can analyze your value claim’s validity and potency using the three C’s of brand positioning:

  • Consumer analysis: Understanding your target audience’s behaviors, needs, preferences, and motivations.
  • Competitor analysis: Evaluating your competitors' strengths, weaknesses, and market position to enhance your strategy.
  • Company analysis: Assessing your value proposition, capabilities, resources, and performance to identify areas for strategic improvement.

Effective brand positioning requires being faithful to your value claim and ensuring it’s feasible and favorable.

“As you work to create a value proposition, remember: A brand’s position is not just defined by the brand itself,” Gupta says in the course. “A brand co-creates its position with its consumers as they interact with each other and react to emerging cultural trends.”

4. Establish Metrics

Metrics are critical to your marketing plan. Without key performance indicators (KPIs) , it can be difficult to tell whether it’s effective.

Common marketing KPIs include:

  • Impressions
  • Click through rate
  • Conversion rate

“At the simplest level, you need to measure what you set out to achieve with your marketing objectives,” Gupta says in Digital Marketing Strategy . “And certain metrics will be more relevant for specific stages of the funnel.”

For example, you can focus on metrics like impressions —the number of times your brand-specific content was displayed—to determine your strategy’s effectiveness at the awareness stage.

With a well-crafted digital marketing plan, you can use metrics to optimize your strategy as priorities shift throughout the customer journey.

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Create Your Own Digital Marketing Plan

If you want to be a more strategic marketer, you need a digital marketing plan. With one, you can solidify your company’s position, enhance your digital marketing skills , and satisfy customers.

“Determining your marketing goals, who you’re reaching, understanding the uniqueness of what you have to offer them, and how you’ll measure the value of your marketing efforts isn’t always easy,” Gupta says in Digital Marketing Strategy . “However, as you clarify these components and create your plan, you’ll have a much clearer path ahead toward identifying, acquiring, and retaining customers.”

One of the most effective ways to learn how to craft a plan is by enrolling in an online marketing course, such as Digital Marketing Strategy . Through real-world case studies and interactive exercises, you can understand how to position your brand for success.

Do you want to create a digital marketing plan? Explore Digital Marketing Strategy to discover how. If you’re interested in exploring online education but aren’t sure where to start, download our free guide to online learning success .

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Free business plan template (with examples)

Alan Bradley

Sierra Campbell

Sierra Campbell

“Verified by an expert” means that this article has been thoroughly reviewed and evaluated for accuracy.

Updated 3:37 a.m. UTC Feb. 12, 2024

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Featured Image

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Starting a business can be a daunting undertaking. As with so many large projects, one of the most difficult challenges is just getting started, and one of the best ways to start is by putting together a plan. A plan is also a powerful tool for communication and can serve as a cornerstone for onboarding new partners and employees or for demonstrating your philosophy and priorities to potential collaborators. 

A solid business plan will not only provide a framework for your business going forward but will also give you an early opportunity to organize and refine your thoughts and define your mission statement, providing a guidepost that can serve as a beacon for your business for years to come. We’ve provided a business plan template below to help guide you in the creation of your new enterprise.

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Business plan template

What should a business plan include?

Regardless of the type of business you own or the products and services you provide, every business plan should include some core elements:

  • Mission statement. The definition and executive summary of your business.
  • Market analysis. A breakdown of the market segment and customers you hope to reach, built through primary (gathered by you) and secondary (gathered from outside sources) research.
  • Organization and logistics. The nuts and bolts of how your business is operated
  • Products or services. What your company provides its customers.
  • Advertising and marketing. How you intend to get your products in front of your customers.
  • Forecasting. Revenue forecasting for partners or potential investors.

Why do you need a business plan?

A business plan is a framework for success. It provides a number of key benefits:

  • Structure. The outline around which to design your business.
  • Operational guidance. A signpost for how to run your business from day to day.
  • Expansion. A vision for the future growth of your enterprise.
  • Definition. A platform to consider every element of your business and how best to execute your plans for them.
  • Collaboration. A synopsis of what’s exceptional about your business and a way to attract funding, investment or partnerships.
  • Onboarding. An efficient summary of your business for new or potential employees.

Business plan examples

We’ve created two fictional companies to illustrate how a business might use a business plan to sketch out goals and opportunities as well as forecast revenue.

Bling, Incorporated

Our first hypothetical example is a jewelry and accessory creator called Bling, Incorporated. A hybrid business that manufactures its products for sale both online and through physical retail channels, Bling’s mission statement is focused on transforming simple, inexpensive ingredients into wearable statement pieces of art. 

Market analysis includes gathering data around sourcing sustainable, inexpensive components, aesthetic trends in fashion and on which platforms competitors have had success in advertising jewelry to prospective customers. Logistics include shipping products, negotiating with retailers, establishing an e-commerce presence and material and manufacturing costs. 

Bling, Incorporated advertises initially through social platforms like TikTok and Facebook, as well as with Google AdSense, with plans to eventually expand to television advertising. Revenue forecasting is structured around a low overhead on the basis of inexpensive materials, no dedicated storefront and broad reach through digital platforms.

Phaeton Custom Cars

Phaeton is a custom car builder and classic car restoration business with a regional focus and reach. Its mission statement defines it as a local, family-owned business serving a community of auto enthusiasts and a broader regional niche of collectors. 

Market analysis breaks down the location and facilities of other competitor shops in the region as well as online communities of regional car enthusiasts likely to spend money on custom modifications or restoration projects. It also examines trends in valuations for custom parts and vintage cars. Logistics include pricing out parts and labor, finding skilled or apprentice laborers and mortgaging a garage and equipment. 

Phaeton advertises in regional publications, at local events and regional car shows and online through Facebook and Instagram, with an emphasis on a social presence highlighting their flashiest builds. Revenue forecasting is built around a growing reputation and high-value commissions.

Frequently asked questions (FAQs)

A business plan may not be a prerequisite for every type of business, but there are few businesses that wouldn’t benefit from one. It can serve as an important strategic tool and help crystalize a vision of your business and its future.

Business plans do just that: they help you plan the future of your business, serve as a platform to brainstorm ideas and think through your vision and are a great tool for showcasing why your business works to potential investors or partners.

Blueprint is an independent publisher and comparison service, not an investment advisor. The information provided is for educational purposes only and we encourage you to seek personalized advice from qualified professionals regarding specific financial decisions. Past performance is not indicative of future results.

Blueprint has an advertiser disclosure policy . The opinions, analyses, reviews or recommendations expressed in this article are those of the Blueprint editorial staff alone. Blueprint adheres to strict editorial integrity standards. The information is accurate as of the publish date, but always check the provider’s website for the most current information.

Alan Bradley

Alan is an experienced culture and tech writer with a background in newspaper reporting. His work has appeared in Rolling Stone, Paste Magazine, The Escapist, PC Mag, PC Gamer, and a multitude of other outlets. He has over twenty years of experience as a journalist and editor and is the author of the urban fantasy novel The Sixth Borough.

Sierra Campbell is a small business editor for USA Today Blueprint. She specializes in writing, editing and fact-checking content centered around helping businesses. She has worked as a digital content and show producer for several local TV stations, an editor for U.S. News & World Report and a freelance writer and editor for many companies. Sierra prides herself in delivering accurate and up-to-date information to readers. Her expertise includes credit card processing companies, e-commerce platforms, payroll software, accounting software and virtual private networks (VPNs). She also owns Editing by Sierra, where she offers editing services to writers of all backgrounds, including self-published and traditionally published authors.

How to start a small business: A step-by-step guide

How to start a small business: A step-by-step guide

Business Eric Rosenberg

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Sample Car Dealership Business Plan

how to start a car dealership business

Writing a business plan is a crucial step in starting a car dealership. Not only does it provide structure and guidance for the future, but it also helps to create funding opportunities and attract potential investors. For aspiring car dealership business owners, having access to a sample car dealership business plan can be especially helpful in providing direction and gaining insight into how to draft their own car dealership business plan.

Download our Ultimate Car Dealership Business Plan Template

Having a thorough business plan in place is critical for any successful car dealership venture. It will serve as the foundation for your operations, setting out the goals and objectives that will help guide your decisions and actions. A well-written business plan can give you clarity on realistic financial projections and help you secure financing from lenders or investors. A car dealership business plan example can be a great resource to draw upon when creating your own plan, making sure that all the key components are included in your document. The car dealership business plan sample below will give you an idea of what one should look like. It is not as comprehensive and successful in raising capital for your car dealership as Growthink’s Ultimate Car Dealership Business Plan Template , but it can help you write a car dealership business plan of your own.

Example – DriveDream Motors

Table of contents, executive summary, company overview, industry analysis, customer analysis, competitive analysis, marketing plan, operations plan, management team, financial plan.

Welcome to DriveDream Motors, your newest destination for all automotive needs in the vibrant heart of San Diego, CA. As a beacon of quality and reliability in the local car dealership scene, we are dedicated to elevating the vehicle purchasing experience. Our extensive range includes brand-new models directly from manufacturers and pre-owned vehicles that meet our stringent quality and reliability standards. Beyond sales, we provide a comprehensive array of automotive parts and accessories, positioning us as a one-stop shop for our customers. Our strategic location in San Diego ensures convenience for anyone visiting us, making their car buying journey as smooth as possible.

Our trajectory towards becoming the leading car dealership in San Diego is paved with key success factors and notable achievements. Leveraging the vast experience of our founder, who has previously steered a dealership to success, we have a solid foundation in business strategy and customer service excellence. Our competitive edge is further sharpened by offering a superior and diverse vehicle selection, exceeding customer expectations. Since launching on January 5, 2024, we have successfully established a compelling brand identity, secured a prime location, and are continuously building towards our vision with every milestone achieved.

The Car Dealership industry in the United States, with a valuation surpassing $1 trillion, presents a lucrative opportunity for DriveDream Motors. Expected to grow at a steady CAGR of 3% in the coming years, factors such as increasing consumer disposable income and a surge in demand for vehicles lay a fertile ground for our success. Particularly, the trend towards online car shopping aligns with our strategy to invest in a robust digital presence, enabling us to cater to a broader audience and secure a competitive advantage in the San Diego market.

DriveDream Motors is committed to serving a diverse clientele in San Diego, including families in search of reliable transportation, individuals looking for an upgrade, and military personnel stationed in the area. Recognizing the city’s commitment to sustainability, we also cater to eco-conscious buyers with a selection of electric and hybrid vehicles. By tailoring our inventory and services to these key segments, we ensure a broad appeal and meet the varied needs of our community.

Our competitors, such as North Park Auto Sales, Car Czar Auto Sales, and Branco Motors, each bring their strengths to the San Diego car dealership market. However, DriveDream Motors sets itself apart by offering an unmatched selection of superior quality vehicles and a wider variety of options, catering to the diverse preferences of the San Diego community. Our commitment to excellence in customer service and our extensive range of vehicles, from eco-friendly models to luxury sports cars, places us in a unique position to provide an unparalleled shopping experience.

DriveDream Motors has crafted a comprehensive marketing strategy that spans both digital and traditional platforms. Our product and service offerings range from new and used cars to automotive parts and customization accessories, catering to all automotive needs with competitive pricing. We leverage social media, SEO, and email campaigns to engage potential customers, complemented by community events and strategic partnerships for broader reach. Our focus on exceptional customer service and an innovative referral program are key to transforming customers into brand ambassadors, ensuring our growth in the competitive San Diego market.

Our operational blueprint focuses on maintaining a streamlined inventory system, conducting daily vehicle inspections, and leveraging a robust CRM. Key milestones include securing a prime location, completing necessary legal formalities, and launching a comprehensive marketing campaign. We prioritize continuous staff training and strive for excellence in customer service to enhance the buying experience. Our goal is to achieve initial sales targets and foster continuous improvement through customer feedback, adapting to market trends to ensure long-term success.

At the helm of DriveDream Motors is Isabella Lee, our President, whose extensive experience in the automotive industry and proven leadership skills form the backbone of our operations. Isabella’s strategic vision and passion for the automotive sector are instrumental in guiding our dealership towards achieving its ambitious goals, making her an invaluable asset to our team and driving us toward lasting success in the San Diego market.

Welcome to DriveDream Motors, a new and vibrant Car Dealership dedicated to serving the wonderful community of San Diego, CA. As a local business, we recognize the gap in the market for high-quality car dealerships within the area, and we’re here to bridge that gap. Our commitment lies in providing exceptional service and a diverse selection of vehicles to cater to every taste and need.

At DriveDream Motors, our offerings span across various categories to ensure we meet our customer’s expectations. We deal in both new and used cars, providing an extensive range of options for our buyers. Additionally, we understand the importance of maintaining your vehicle, which is why we also supply automotive parts and accessories. Our goal is to be your one-stop-shop for all your automotive needs.

Located in the heart of San Diego, CA, DriveDream Motors is perfectly positioned to serve the local community and beyond. Our strategic location allows us to connect with our customers easily and provide them with the convenience they deserve.

Our edge over the competition is clear. DriveDream Motors is spearheaded by a founder with a proven track record of success in running a car dealership. This experience is invaluable to us and is a pillar of our confidence in the success of our venture. Moreover, our commitment to offering better cars and a wider variety than our competitors puts us in a unique position to meet the diverse needs of our customers.

Since our establishment on January 5, 2024, as a Limited Liability Company, DriveDream Motors has hit several milestones. We’ve crafted a logo that resonates with our brand identity, chosen a company name that reflects our mission and vision, and secured an ideal location that promises a bright future for our dealership. These accomplishments are just the beginning of our journey towards becoming the leading car dealership in San Diego, CA.

The car dealership industry in the United States is a vast and thriving market. According to recent research, the industry generated approximately $1.1 trillion in revenue in 2019. This indicates the significant size and financial importance of car dealerships within the country. Moreover, the industry employs over 1.1 million people, making it a crucial source of job opportunities and economic growth.

Market projections suggest that the car dealership industry in the United States will continue to experience steady growth in the coming years. It is expected to have a compound annual growth rate (CAGR) of 3.7% from 2020 to 2027. The increasing demand for vehicles, coupled with the rise in disposable income and favorable financing options, are some of the factors contributing to the positive market outlook.

The trends in the car dealership industry bode well for DriveDream Motors, a new car dealership serving customers in San Diego, CA. One notable trend is the growing preference for electric and hybrid vehicles. As more consumers prioritize eco-friendly transportation options, DriveDream Motors can capitalize on this trend by offering a wide range of electric and hybrid models. Additionally, the shift towards online car shopping is another opportunity for the dealership. By providing a seamless online purchasing experience and offering virtual vehicle tours, DriveDream Motors can attract tech-savvy customers who value convenience and efficiency.

Below is a description of our target customers and their core needs.

Target Customers

DriveDream Motors will target a diverse range of customers, with a primary focus on local residents in San Diego. This segment includes both families seeking safe and reliable transportation and individuals looking for their first car or an upgrade. The dealership will tailor its inventory and services to meet the varied needs and preferences of this core demographic, ensuring a broad appeal.

Furthermore, DriveDream Motors will also aim to attract military personnel stationed in the San Diego area. The city’s significant military presence offers a unique customer base that requires dependable vehicles for both personal and professional use. Special promotions and financing options will be designed to cater to the needs of this segment, recognizing their service and providing value-added benefits.

Another important customer segment includes eco-conscious buyers interested in electric and hybrid vehicles. San Diego’s commitment to sustainability and its environmentally aware population make this an ideal target market for DriveDream Motors. The dealership will offer a selection of eco-friendly vehicles, along with information and incentives to encourage sustainable automotive choices.

Customer Needs

DriveDream Motors understands the essential need for high-quality cars among residents who value reliability, performance, and aesthetics in their vehicles. Customers can expect an inventory that meets rigorous standards, ensuring each car is not only visually appealing but also mechanically sound. This commitment to quality is the cornerstone of the dealership’s promise to its customers.

In addition to vehicles, DriveDream Motors recognizes the importance of offering top-tier car parts and accessories. Customers seeking to enhance their driving experience or maintain their cars in peak condition can find everything they need under one roof. The dealership prioritizes the availability of genuine, high-quality parts and accessories, catering to the specific needs of car enthusiasts and everyday users alike.

Moreover, DriveDream Motors appreciates the importance of providing a holistic customer experience. From the moment customers step into the dealership, they can expect attentive service tailored to their individual needs. Whether it’s finding the perfect car, securing financing options, or seeking advice on vehicle maintenance, the team is dedicated to ensuring satisfaction at every turn.

DriveDream Motors’s competitors include the following companies:

North Park Auto Sales specializes in offering a wide variety of used cars, including sedans, SUVs, and trucks, catering to a broad demographic looking for quality vehicles at competitive prices. Their price points vary widely, accommodating budget-conscious buyers as well as those seeking luxury pre-owned vehicles. Located in the heart of San Diego, they serve customers across the metro area, capitalizing on a prime location that attracts a diverse clientele. Key strengths include a vast inventory and strategic positioning, while a potential weakness might be the lack of new vehicle sales, limiting options for customers seeking the latest models.

Car Czar Auto Sales focuses on providing customers with a curated selection of used vehicles, emphasizing quality and reliability. Their products range from economy cars to premium SUVs, with price points designed to meet the needs of mid to high-end buyers. Operating out of a single location in San Diego, Car Czar Auto Sales targets local residents seeking vehicles that offer a blend of performance and value. A major strength is the personalized customer service and a rigorous vehicle selection process. However, their limited geographical reach and inventory might be seen as weaknesses compared to competitors with multiple locations and broader selections.

Branco Motors takes a unique approach by specializing in electric and hybrid vehicles, catering to environmentally conscious consumers seeking sustainable transportation options. They offer competitive pricing on a range of eco-friendly cars, positioning themselves as a go-to dealership for customers prioritizing green technology. Situated in a convenient San Diego location, Branco Motors appeals to a niche market within the city and its surrounding areas. Their key strength lies in the specialized focus on electric and hybrid vehicles, addressing growing consumer interest in sustainability. However, this specialization might also be a weakness, as it could limit their appeal to a broader audience not yet ready to transition to electric or hybrid vehicles.

Competitive Advantages

At DriveDream Motors, we pride ourselves on offering an unparalleled selection of superior vehicles that surpass our competitors in both quality and variety. Our commitment to excellence ensures that every car on our lot meets rigorous standards of performance, safety, and comfort, allowing our customers to shop with confidence. We understand the diverse needs and preferences of our clientele in San Diego, and by providing a wider range of options, we cater to every taste and requirement. Whether you’re in the market for a sleek sedan, a robust SUV, or an eco-friendly electric vehicle, our extensive inventory promises something for everyone, making us a one-stop destination for car buyers seeking the best.

Beyond our exceptional vehicle offerings, our competitive edge is further sharpened by our unparalleled customer service and tailored purchase experiences. We believe that buying a car should be as enjoyable as driving one, which is why our team goes above and beyond to ensure a seamless and personalized buying process. From offering expert advice without the pressure to sell, to crafting flexible financing options that fit various budgets, we prioritize the needs and satisfaction of our customers above all else. This customer-centric approach not only sets us apart from the competition but also fosters lasting relationships with our clientele, establishing DriveDream Motors as a trusted name in the automotive industry in San Diego.

Our marketing plan, included below, details our products/services, pricing and promotions plan.

Products and Services

DriveDream Motors caters to a diverse clientele, offering an extensive range of products and services designed to meet the needs of car buyers and owners alike. From those in the market for a brand-new vehicle to individuals seeking reliable automotive parts and accessories, DriveDream Motors ensures a comprehensive shopping experience. The dealership prides itself on its commitment to quality, customer service, and competitive pricing.

At the forefront of DriveDream Motors’ offerings are new cars. Customers can explore a wide selection of the latest models from various manufacturers. Whether one is looking for a compact car, an SUV, or a luxury sedan, DriveDream Motors provides a variety of options to suit different preferences and budgets. The average selling price for new cars at the dealership hovers around $35,000, with fluctuations depending on the make, model, and included features.

In addition to new vehicles, DriveDream Motors also specializes in used cars. This segment caters to buyers seeking quality vehicles at more affordable price points. The dealership meticulously inspects each used car to ensure reliability and customer satisfaction. The average selling price for used cars is approximately $20,000, though this can vary significantly based on the car’s age, condition, and mileage.

Beyond vehicle sales, DriveDream Motors offers an array of automotive parts. For those looking to replace or upgrade parts of their vehicle, the dealership stocks genuine parts that guarantee compatibility and performance. Customers can expect to find parts at an average price point of $150, although more specialized or high-performance parts may carry a higher price tag.

Lastly, DriveDream Motors provides customers with a selection of automotive accessories. These range from aesthetic enhancements to practical additions that improve the functionality and comfort of one’s vehicle. Accessories are competitively priced, with an average cost of $100. This allows customers to personalize their vehicles without breaking the bank.

Throughout its product and service offerings, DriveDream Motors remains dedicated to delivering value, quality, and a positive shopping experience. Whether customers are in the market for a new or used vehicle, or simply looking to maintain or customize their existing car, DriveDream Motors stands ready to serve the automotive needs of the San Diego community.

Promotions Plan

DriveDream Motors embraces a comprehensive marketing strategy to attract customers, with online marketing at the forefront of its efforts. By leveraging the power of the internet, the dealership ensures widespread visibility across multiple digital platforms. This approach includes utilizing social media channels, where engaging content will captivate potential buyers and foster a strong community around the brand. Furthermore, DriveDream Motors will invest in search engine optimization (SEO) to ensure its website ranks high in search results, making it easier for customers to find them when searching for new cars in San Diego, CA.

In addition to online marketing, DriveDream Motors will employ a variety of other promotional methods. Email marketing campaigns will keep subscribers informed about the latest deals, new inventory arrivals, and exclusive events. The dealership also plans to host test-drive events, allowing customers to experience the thrill of driving their dream cars firsthand. These events will not only serve as an excellent opportunity for direct engagement but also help to build lasting relationships with the community.

Local partnerships with businesses and community organizations will further amplify DriveDream Motors’ presence in San Diego. By collaborating on events and promotions, the dealership will tap into established networks, reaching a broader audience. DriveDream Motors will also explore traditional advertising avenues such as radio and local newspapers to ensure a well-rounded promotional strategy that connects with customers across different media.

To enhance customer experience and satisfaction, DriveDream Motors will implement a referral program. Satisfied customers will receive incentives for referring friends and family, creating a word-of-mouth marketing effect that is both authentic and powerful. This strategy acknowledges the value of personal recommendations in the automotive industry and leverages it to attract new customers.

Lastly, DriveDream Motors will ensure its sales team is well-trained in customer service excellence. By providing outstanding service, the dealership aims to generate positive reviews and testimonials, further bolstering its reputation in the local market. Online reputation management will be a key focus, with the team actively responding to reviews and feedback to maintain a positive image.

Overall, DriveDream Motors will employ a multi-faceted promotional strategy that combines online marketing with traditional advertising, community engagement, and exceptional customer service. This approach will not only attract customers but also build a strong, loyal customer base in San Diego, CA.

Our Operations Plan details:

  • The key day-to-day processes that our business performs to serve our customers
  • The key business milestones that our company expects to accomplish as we grow

Key Operational Processes

To ensure the success of DriveDream Motors, there are several key day-to-day operational processes that we will perform.

  • Inventory Management: Regularly update and manage the inventory of cars, ensuring a diverse selection of vehicles that meet the needs and preferences of our customer base.
  • Customer Service: Provide exceptional customer service by greeting customers promptly, understanding their needs, and guiding them through the car selection process with expertise and empathy.
  • Sales Process: Conduct the sales process efficiently, from test drives to explaining financing options, ensuring a smooth and transparent experience for the customer.
  • Vehicle Maintenance: Perform regular maintenance and thorough inspections on all vehicles to ensure they are in excellent condition before sale.
  • Marketing and Promotions: Execute marketing strategies and promotions to attract new customers and retain existing ones, including social media campaigns, email marketing, and community events.
  • Financial Management: Monitor daily financial transactions, including sales, expenses, and profits, to ensure the dealership operates within its budget and achieves its financial goals.
  • Staff Training: Provide ongoing training and development for all staff members to enhance their product knowledge, sales techniques, and customer service skills.
  • Compliance: Ensure compliance with all local, state, and federal regulations related to car sales, including licensing and environmental regulations.
  • Feedback and Reviews: Encourage and collect customer feedback and online reviews to assess the dealership’s performance and identify areas for improvement.
  • Partnerships: Establish and maintain partnerships with local businesses, financial institutions, and car manufacturers to enhance the dealership’s offerings and reputation.

DriveDream Motors expects to complete the following milestones in the coming months in order to ensure its success:

  • Securing a Prime Location: Finalize the lease or purchase of a strategically located lot that is easily accessible, visible, and appealing to potential customers in San Diego, CA. This location should also provide ample space for displaying cars and customer parking.
  • Obtaining Licenses and Permits: Complete all necessary legal formalities to operate a car dealership in California, including obtaining a dealer’s license, a business license, and any other local permits required for operation.
  • Building and Showroom Setup: Design and set up an inviting showroom and customer service area. This includes purchasing or leasing office equipment, setting up IT infrastructure for inventory management, customer relationship management (CRM), and financial accounting systems.
  • Inventory Acquisition: Establish relationships with car manufacturers and/or used car suppliers to acquire a diverse and appealing inventory that meets the needs and preferences of the local market.
  • Staff Hiring and Training: Hire a skilled team, including sales personnel, finance officers, and service technicians. Provide them with comprehensive training to ensure high levels of customer service and knowledge about the cars being sold.
  • Marketing and Branding Efforts: Develop and implement a strong marketing plan to build brand awareness and attract customers. This should include digital marketing, local advertising, and hosting launch events to generate buzz in the community.
  • Launch Our Car Dealership: Officially open DriveDream Motors with a grand opening event aimed at generating sales leads and establishing relationships with potential customers in the community.
  • Establishing Service and Maintenance Offerings: Set up a service department to offer maintenance and repairs, which can provide an additional revenue stream and help build long-term customer relationships.
  • Achieving Sales Targets: Focus on reaching the initial revenue goal of $15,000/month. This involves closely monitoring sales activities, refining marketing strategies, and possibly adjusting inventory based on customer demand and feedback.
  • Customer Feedback and Continuous Improvement: Implement a system for collecting customer feedback and regularly review this feedback to make necessary adjustments to the business model, customer service, and inventory offerings. This continuous improvement will help in adapting to market changes and customer preferences, thereby reducing business risks.

DriveDream Motors management team, which includes the following members, has the experience and expertise to successfully execute on our business plan:

Isabella Lee, President

With a proven track record of leadership and achievements, Isabella Lee brings a wealth of experience to DriveDream Motors. Having previously managed a car dealership, Isabella possesses a deep understanding of the automotive sales industry, including market dynamics, customer relationship management, and operational efficiencies. Her hands-on experience in dealership management has equipped her with the insights necessary to drive sales, improve customer satisfaction, and navigate the complexities of the automotive market. Isabella’s leadership skills, combined with her ability to strategize and execute effectively, make her an invaluable asset to DriveDream Motors, positioning the company for long-term success and growth.

To realize our growth objectives, DriveDream Motors requires $925,000 in funding. This investment will be allocated towards capital improvements, including location buildout and the acquisition of essential equipment, and operational expenses such as inventory procurement, marketing initiatives, and staff salaries. This financial foundation is crucial for establishing our presence in the market, attracting a diverse customer base, and achieving our goal of becoming the leading car dealership in San Diego, CA.

Financial Statements

Balance sheet.

[insert balance sheet]

Income Statement

[insert income statement]

Cash Flow Statement

[insert cash flow statement]

Car Dealership Business Plan Example PDF

Download our Car Dealership Business Plan PDF here. This is a free car dealership business plan example to help you get started on your own car dealership plan.  

How to Finish Your Car Dealership Business Plan in 1 Day!

Don’t you wish there was a faster, easier way to finish your car dealership business plan?

With Growthink’s Ultimate Business Plan Template you can finish your plan in just 8 hours or less!

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  10. Marketing Plan Template [Step-by-Step Guide Plus Examples]

    Marketing plan template: step-by-step guide plus examples Rebecca Strehlow Feb 21, 2021 12 min read If you have a business you want to promote, there are so many directions you can go with your marketing efforts - build your own website, post on social media, send out email blasts and more.

  11. What is a Marketing Plan & How to Create One [with Examples]

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    Blog / 10 Marketing Plan Examples to Inspire Your Campaigns Article by Adeel Qayum 28 Apr, 2022 Post contents 1 What is a marketing plan? 2 10 marketing plan examples from every industry 3 1. Contently 2. Visit Baton Rouge 3. HubSpot 4. Evernote 5. University of Illinois 6. Monday.com 7. Lush 8. Coca-Cola 9. Naperville Park District 10. Starbucks

  20. How To Create A Small Business Marketing Plan In 9 Simple Steps (with

    19 min read How To Create A Small Business Marketing Plan In 9 Simple Steps (with Templates) QUICK SUMMARY A small business can use a marketing plan to guide their entire marketing efforts. Follow our step-by-step roadmap to reach your business objectives, increase revenue, and grow your company. TABLE OF CONTENTS What is small business marketing?

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  23. Digital Marketing Agency Business Plan Template

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  28. Sample Car Dealership Business Plan

    The car dealership business plan sample below will give you an idea of what one should look like. It is not as comprehensive and successful in raising capital for your car dealership as Growthink's Ultimate Car Dealership Business Plan Template, but it can help you write a car dealership business plan of your own. Example - DriveDream Motors