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.
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? 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. 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. Figure out what the demographics of each buyer looks like e. 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. 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. 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. Determine the 4Ps of your marketing mix. 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. 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, 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.
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. 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. 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.
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 work management platform that provides real-time visibility into project status and performance so you have the ability to make timely, data-driven decisions. 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 plus content marketing templates , including a content inventory template, to help you plan and execute your content marketing strategy.
This Google Ads tracking template can keep you on top of your Google Ads game. It'll help you catch mistakes and implement best practices across all the different campaigns and ad groups you're running -- for the top, middle, and bottom of the funnel. Not to mention, it's a perfect complement to that SEO template you've started using. We've got just the thing. The social media calendar template is the perfect resource for helping you scale and streamline your social media marketing.
When you use Excel to break out separate worksheets for each social network you're using, you'll be able to keep a repository of content ideas so you're never struck by writer's block, and always have something to post. It's also worth mentioning that Excel really comes in handy when it comes to Twitter, as it has the ability to count your characters to help you write tweets that stay within the character limit. A well-executed product launch can be a key differentiator for successful marketing and early adoption, and the right plan can give you clarity and purpose as you move forward and announce the new product's existence to your customers and prospects.
This product launch plan can help you organize your thoughts around competitive analysis, positioning, and product strategy.
It even goes so far as to help you brainstorm pains, proof points, and key messaging for campaigns. It's no secret that sales and marketing are known to have a pretty rocky relationship history. Sales might think marketing isn't generating enough leads, while marketing might think their sales reps aren't capitalizing on the leads they're sending over.
When it comes down to it, though, finger-pointing doesn't grow a business. In an effort to better align your sales and marketing teams, turn to this template for creating a service-level agreement SLA. Generally speaking, an SLA is a contract that defines the expectations sales has for marketing leads both quantity and quality , as well as the expectations that marketing has for how sales will act on qualified leads. With this customizable SLA template in your toolbox, you'll have the information you need to reduce tension, define a concrete monthly lead generation goal, track and measure the success of specific lead generation channels, and keep close tabs on your current sales close rates.
You have to set a leads goal, but you don't know where to start. Then, once you finally figure that out, you have to determine how much traffic you need to hit that goal Sounds like you could use hand calculating your leads and traffic goals. Luckily, there's an Excel template for that.
Rather than try to sort of these numbers on your own, this template is designed to take care of the math and leave you with a clear picture of what you need to accomplish in order to achieve your traffic and leads goals and ensure the health of your inbound marketing strategy.
If you're a fan of the monthly metrics template -- item 10 on this list -- you might want to grab a copy of this template as well. The essential KPI tracker, shown above, takes the metrics your marketing team has agreed to track and describes them in more detail. Data is any marketer's friend, and even though spreadsheets seem like they've been around forever, Microsoft Excel has so many capabilities that still make it an amazing resource for displaying, organizing, analyzing, and parsing data.
Marketers experience two problems with the traditional marketing plan that can be tackled using Boardview. It is not always clear to everybody how single tactics add up to overall company success. With Boardview you can create a Growth Map visualizing how goals and sub-goals will drive company success. Every individual marketer will be able to see how their specific tasks and targets contribute to company growth, which will get your team more engaged.
Boardview makes marketing the driver for company success. The marketing plan gets outdated quickly. With Boardview you can plan your monthly projects or sprints based on the latest insights and make them completely short-term insight driven, whilst keeping a long-term value focus.
The Marketing Strategy can be managed by the minute, so to speak. An outdated marketing plan implies a budget wrongly spent. Boardview will have you spend every dollar in the best place year-round. Using a solid marketing plan template will pay rich dividends in the long term. But there are short-term benefits too. The planning exercise itself is worth every minute.
You will have essential debates before you spend the money, instead of after. Show what marketing can do for your company and reel in the budget. Personas help marketers to create better content and customer experiences.
Take a five minute crash course and check these 11 remarkable Persona templates out. Take a four minute crash course to discover which social strategy is best for you. Take a five minute crash course and use these 3 goal setting templates to breed success. What are you waiting for? About Log In. It answers various fundamental marketing questions like: How do we position the company and the brand?
Who are our customers? Who are our competitors? What is our SWOT analysis score? What are our strategic goals? How do we translate goals into tactics? In addition to that, it also consists of detailed reports with a graphical representation that you can be helpful for the management to take important decisions.
This sheet helps in proper planning with timings and addressing issues of the clients eventually helping the salesperson to maximize sales.
Moreover, it also helps the managers or team leaders to keep an eye on their sales team and their follow-up schedule. This keeps the sales team vigilant and results-oriented.
We have created a simple and easy Sales Campaign Planner With Budget excel template to help you plan your sales promotion activities for a complete year.
Define your campaign activities, the number of activities per month and allocate the budget and update the status regularly. Sales Forecast Template With Charts is a ready-to-use excel template that helps you forecast 3 years sales, growth rate, and profits of your products and services. In addition to the above, it also consists of a printable version. Moreover, it helps you analyze all year on year forecast data and represents the same in a graphical format.
We have created a simple and easy Sales Performace Evaluation Excel Template with predefined formulas and ranking system.
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