marketing program business plan example

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.

marketing program business plan example

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marketing program business plan example

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. 

marketing program business plan example

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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  • Marketing |
  • How to create a winning marketing plan, ...

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.  

24 of My Favorite Sample Business Plans & Examples For Your Inspiration

Clifford Chi

Published: February 06, 2024

Free Business Plan Template

marketing program business plan example

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

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I believe that reading sample business plans is essential when writing your own.

sample business plans and examples

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As you explore business plan examples from real companies and brands, it’s easier for you to learn how to write a good one.

But what does a good business plan look like? And how do you write one that’s both viable and convincing. I’ll walk you through the ideal business plan format along with some examples to help you get started.

Table of Contents

Business Plan Format

Business plan types, sample business plan templates, top business plan examples.

Ask any successful sports coach how they win so many games, and they’ll tell you they have a unique plan for every single game. To me, the same logic applies to business.

If you want to build a thriving company that can pull ahead of the competition, you need to prepare for battle before breaking into a market.

Business plans guide you along the rocky journey of growing a company. And if your business plan is compelling enough, it can also convince investors to give you funding.

With so much at stake, I’m sure you’re wondering where to begin.

marketing program business plan example

  • 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.

Fill out the form to get your free template.

First, you’ll want to nail down your formatting. Most business plans include the following sections.

1. Executive Summary

I’d say the executive summary is the most important section of the entire business plan. 

Why? Essentially, it's the overview or introduction, written in a way to grab readers' attention and guide them through the rest of the business plan. This is important, because a business plan can be dozens or hundreds of pages long.

There are two main elements I’d recommend including in your executive summary:

Company Description

This is the perfect space to highlight your company’s mission statement and goals, a brief overview of your history and leadership, and your top accomplishments as a business.

Tell potential investors who you are and why what you do matters. Naturally, they’re going to want to know who they’re getting into business with up front, and this is a great opportunity to showcase your impact.

Need some extra help firming up those business goals? Check out HubSpot Academy’s free course to help you set goals that matter — I’d highly recommend it

Products and Services

To piggyback off of the company description, be sure to incorporate an overview of your offerings. This doesn’t have to be extensive — just another chance to introduce your industry and overall purpose as a business.

In addition to the items above, I recommend including some information about your financial projections and competitive advantage here too.:

Keep in mind you'll cover many of these topics in more detail later on in the business plan. So, keep the executive summary clear and brief, and only include the most important takeaways.

Executive Summary Business Plan Examples

This example was created with HubSpot’s business plan template:

business plan sample: Executive Summary Example

This executive summary is so good to me because it tells potential investors a short story while still covering all of the most important details.

Business plans examples: Executive Summary

Image Source

Tips for Writing Your Executive Summary

  • Start with a strong introduction of your company, showcase your mission and impact, and outline the products and services you provide.
  • Clearly define a problem, and explain how your product solves that problem, and show why the market needs your business.
  • Be sure to highlight your value proposition, market opportunity, and growth potential.
  • Keep it concise and support ideas with data.
  • Customize your summary to your audience. For example, emphasize finances and return on investment for venture capitalists.

Check out our tips for writing an effective executive summary for more guidance.

2. Market Opportunity

This is where you'll detail the opportunity in the market.

The main question I’d ask myself here is this: Where is the gap in the current industry, and how will my product fill that gap?

More specifically, here’s what I’d include in this section:

  • The size of the market
  • Current or potential market share
  • Trends in the industry and consumer behavior
  • Where the gap is
  • What caused the gap
  • How you intend to fill it

To get a thorough understanding of the market opportunity, you'll want to conduct a TAM, SAM, and SOM analysis and perform market research on your industry.

You may also benefit from creating a SWOT analysis to get some of the insights for this section.

Market Opportunity Business Plan Example

I like this example because it uses critical data to underline the size of the potential market and what part of that market this service hopes to capture.

Business plans examples: Market Opportunity

Tips for Writing Your Market Opportunity Section

  • Focus on demand and potential for growth.
  • Use market research, surveys, and industry trend data to support your market forecast and projections.
  • Add a review of regulation shifts, tech advances, and consumer behavior changes.
  • Refer to reliable sources.
  • Showcase how your business can make the most of this opportunity.

3. Competitive Landscape

Since we’re already speaking of market share, you'll also need to create a section that shares details on who the top competitors are.

After all, your customers likely have more than one brand to choose from, and you'll want to understand exactly why they might choose one over another.

My favorite part of performing a competitive analysis is that it can help you uncover:

  • Industry trends that other brands may not be utilizing
  • Strengths in your competition that may be obstacles to handle
  • Weaknesses in your competition that may help you develop selling points
  • The unique proposition you bring to the market that may resonate with customers

Competitive Landscape Business Plan Example

I like how the competitive landscape section of this business plan below shows a clear outline of who the top competitors are.

Business plans examples: Competitive Landscape

It also highlights specific industry knowledge and the importance of location, which shows useful experience in this specific industry. 

This can help build trust in your ability to execute your business plan.

Tips for Writing Your Competitive Landscape

  • Complete in-depth research, then emphasize your most important findings.
  • Compare your unique selling proposition (USP) to your direct and indirect competitors.
  • Show a clear and realistic plan for product and brand differentiation.
  • Look for specific advantages and barriers in the competitive landscape. Then, highlight how that information could impact your business.
  • Outline growth opportunities from a competitive perspective.
  • Add customer feedback and insights to support your competitive analysis.

4. Target Audience

Use this section to describe who your customer segments are in detail. What is the demographic and psychographic information of your audience?

If your immediate answer is "everyone," you'll need to dig deeper. Here are some questions I’d ask myself here:

  • What demographics will most likely need/buy your product or service?
  • What are the psychographics of this audience? (Desires, triggering events, etc.)
  • Why are your offerings valuable to them?

I’d also recommend building a buyer persona to get in the mindset of your ideal customers and be clear on why you're targeting them.

Target Audience Business Plan Example

I like the example below because it uses in-depth research to draw conclusions about audience priorities. It also analyzes how to create the right content for this audience.

Business plans examples: Target Audience

Tips for Writing Your Target Audience Section

  • Include details on the size and growth potential of your target audience.
  • Figure out and refine the pain points for your target audience , then show why your product is a useful solution.
  • Describe your targeted customer acquisition strategy in detail.
  • Share anticipated challenges your business may face in acquiring customers and how you plan to address them.
  • Add case studies, testimonials, and other data to support your target audience ideas.
  • Remember to consider niche audiences and segments of your target audience in your business plan.

5. Marketing Strategy

Here, you'll discuss how you'll acquire new customers with your marketing strategy. I’d suggest including information:

  • Your brand positioning vision and how you'll cultivate it
  • The goal targets you aim to achieve
  • The metrics you'll use to measure success
  • The channels and distribution tactics you'll use

I think it’s helpful to have a marketing plan built out in advance to make this part of your business plan easier.

Marketing Strategy Business Plan Example

This business plan example includes the marketing strategy for the town of Gawler.

In my opinion, it really works because it offers a comprehensive picture of how they plan to use digital marketing to promote the community.

Business plans examples: Marketing Strategy

Tips for Writing Your Marketing Strategy

  • Include a section about how you believe your brand vision will appeal to customers.
  • Add the budget and resources you'll need to put your plan in place.
  • Outline strategies for specific marketing segments.
  • Connect strategies to earlier sections like target audience and competitive analysis.
  • Review how your marketing strategy will scale with the growth of your business.
  • Cover a range of channels and tactics to highlight your ability to adapt your plan in the face of change.

6. Key Features and Benefits

At some point in your business plan, you'll need to review the key features and benefits of your products and/or services.

Laying these out can give readers an idea of how you're positioning yourself in the market and the messaging you're likely to use. It can even help them gain better insight into your business model.

Key Features and Benefits Business Plan Example

In my opinion, the example below does a great job outlining products and services for this business, along with why these qualities will attract the audience.

Business plans examples: Key Features and Benefits

Tips for Writing Your Key Features and Benefits

  • Emphasize why and how your product or service offers value to customers.
  • Use metrics and testimonials to support the ideas in this section.
  • Talk about how your products and services have the potential to scale.
  • Think about including a product roadmap.
  • Focus on customer needs, and how the features and benefits you are sharing meet those needs.
  • Offer proof of concept for your ideas, like case studies or pilot program feedback.
  • Proofread this section carefully, and remove any jargon or complex language.

7. Pricing and Revenue

This is where you'll discuss your cost structure and various revenue streams. Your pricing strategy must be solid enough to turn a profit while staying competitive in the industry. 

For this reason, here’s what I’d might outline in this section:

  • The specific pricing breakdowns per product or service
  • Why your pricing is higher or lower than your competition's
  • (If higher) Why customers would be willing to pay more
  • (If lower) How you're able to offer your products or services at a lower cost
  • When you expect to break even, what margins do you expect, etc?

Pricing and Revenue Business Plan Example

I like how this business plan example begins with an overview of the business revenue model, then shows proposed pricing for key products.

Business plans examples: Pricing and Revenue

Tips for Writing Your Pricing and Revenue Section

  • Get specific about your pricing strategy. Specifically, how you connect that strategy to customer needs and product value.
  • If you are asking a premium price, share unique features or innovations that justify that price point.
  • Show how you plan to communicate pricing to customers.
  • Create an overview of every revenue stream for your business and how each stream adds to your business model as a whole.
  • Share plans to develop new revenue streams in the future.
  • Show how and whether pricing will vary by customer segment and how pricing aligns with marketing strategies.
  • Restate your value proposition and explain how it aligns with your revenue model.

8. Financials

To me, this section is particularly informative for investors and leadership teams to figure out funding strategies, investment opportunities, and more.

 According to Forbes , you'll want to include three main things:

  • Profit/Loss Statement - This answers the question of whether your business is currently profitable.
  • Cash Flow Statement - This details exactly how much cash is incoming and outgoing to give insight into how much cash a business has on hand.
  • Balance Sheet - This outlines assets, liabilities, and equity, which gives insight into how much a business is worth.

While some business plans might include more or less information, these are the key details I’d include in this section.

Financials Business Plan Example

This balance sheet is a great example of level of detail you’ll need to include in the financials section of your business plan.

Business plans examples: Financials

Tips for Writing Your Financials Section

  • Growth potential is important in this section too. Using your data, create a forecast of financial performance in the next three to five years.
  • Include any data that supports your projections to assure investors of the credibility of your proposal.
  • Add a break-even analysis to show that your business plan is financially practical. This information can also help you pivot quickly as your business grows.
  • Consider adding a section that reviews potential risks and how sensitive your plan is to changes in the market.
  • Triple-check all financial information in your plan for accuracy.
  • Show how any proposed funding needs align with your plans for growth.

As you create your business plan, keep in mind that each of these sections will be formatted differently. Some may be in paragraph format, while others could be charts or graphs.

The formats above apply to most types of business plans. That said, the format and structure of your plan will vary by your goals for that plan. 

So, I’ve added a quick review of different business plan types. For a more detailed overview, check out this post .

1. Startups

Startup business plans are for proposing new business ideas.

If you’re planning to start a small business, preparing a business plan is crucial. The plan should include all the major factors of your business.

You can check out this guide for more detailed business plan inspiration .

2. Feasibility Studies

Feasibility business plans focus on that business's product or service. Feasibility plans are sometimes added to startup business plans. They can also be a new business plan for an already thriving organization.

3. Internal Use

You can use internal business plans to share goals, strategies, or performance updates with stakeholders. In my opinion, internal business plans are useful for alignment and building support for ambitious goals.

4. Strategic Initiatives

Another business plan that's often for sharing internally is a strategic business plan. This plan covers long-term business objectives that might not have been included in the startup business plan.

5. Business Acquisition or Repositioning

When a business is moving forward with an acquisition or repositioning, it may need extra structure and support. These types of business plans expand on a company's acquisition or repositioning strategy.

Growth sometimes just happens as a business continues operations. But more often, a business needs to create a structure with specific targets to meet set goals for expansion. This business plan type can help a business focus on short-term growth goals and align resources with those goals.

Now that you know what's included and how to format a business plan, let's review some of my favorite templates.

1. HubSpot's One-Page Business Plan

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

The business plan linked above was created here at HubSpot and is perfect for businesses of any size — no matter how many strategies we still have to develop.

Fields such as Company Description, Required Funding, and Implementation Timeline give this one-page business plan a framework for how to build your brand and what tasks to keep track of as you grow.

Then, as the business matures, you can expand on your original business plan with a new iteration of the above document.

Why I Like It

This one-page business plan is a fantastic choice for the new business owner who doesn’t have the time or resources to draft a full-blown business plan. It includes all the essential sections in an accessible, bullet-point-friendly format. That way, you can get the broad strokes down before honing in on the details.

2. HubSpot's Downloadable Business Plan Template

Sample business plan: hubspot free editable pdf

We also created a business plan template for entrepreneurs.

The template is designed as a guide and checklist for starting your own business. You’ll learn what to include in each section of your business plan and how to do it.

There’s also a list for you to check off when you finish each section of your business plan.

Strong game plans help coaches win games and help businesses rocket to the top of their industries. So if you dedicate the time and effort required to write a workable and convincing business plan, you’ll boost your chances of success and even dominance in your market.

This business plan kit is essential for the budding entrepreneur who needs a more extensive document to share with investors and other stakeholders.

It not only includes sections for your executive summary, product line, market analysis, marketing plan, and sales plan, but it also offers hands-on guidance for filling out those sections.

3. LiveFlow’s Financial Planning Template with built-in automation

Sample Business Plan: LiveFLow

This free template from LiveFlow aims to make it easy for businesses to create a financial plan and track their progress on a monthly basis.

The P&L Budget versus Actual format allows users to track their revenue, cost of sales, operating expenses, operating profit margin, net profit, and more.

The summary dashboard aggregates all of the data put into the financial plan sheet and will automatically update when changes are made.

Instead of wasting hours manually importing your data to your spreadsheet, LiveFlow can also help you to automatically connect your accounting and banking data directly to your spreadsheet, so your numbers are always up-to-date.

With the dashboard, you can view your runway, cash balance, burn rate, gross margins, and other metrics. Having a simple way to track everything in one place will make it easier to complete the financials section of your business plan.

This is a fantastic template to track performance and alignment internally and to create a dependable process for documenting financial information across the business. It’s highly versatile and beginner-friendly.

It’s especially useful if you don’t have an accountant on the team. (I always recommend you do, but for new businesses, having one might not be possible.)

4. ThoughtCo’s Sample Business Plan

sample business plan: ThoughtCo.

One of the more financially oriented sample business plans in this list, BPlan’s free business plan template dedicates many of its pages to your business’s financial plan and financial statements.

After filling this business plan out, your company will truly understand its financial health and the steps you need to take to maintain or improve it.

I absolutely love this business plan template because of its ease-of-use and hands-on instructions (in addition to its finance-centric components). If you feel overwhelmed by the thought of writing an entire business plan, consider using this template to help you with the process.

6. Harvard Business Review’s "How to Write a Winning Business Plan"

Most sample business plans teach you what to include in your business plan, but this Harvard Business Review article will take your business plan to the next level — it teaches you the why and how behind writing a business plan.

With the guidance of Stanley Rich and Richard Gumpert, co-authors of " Business Plans That Win: Lessons From the MIT Enterprise Forum ", you'll learn how to write a convincing business plan that emphasizes the market demand for your product or service.

You’ll also learn the financial benefits investors can reap from putting money into your venture rather than trying to sell them on how great your product or service is.

This business plan guide focuses less on the individual parts of a business plan, and more on the overarching goal of writing one. For that reason, it’s one of my favorites to supplement any template you choose to use. Harvard Business Review’s guide is instrumental for both new and seasoned business owners.

7. HubSpot’s Complete Guide to Starting a Business

If you’re an entrepreneur, you know writing a business plan is one of the most challenging first steps to starting a business.

Fortunately, with HubSpot's comprehensive guide to starting a business, you'll learn how to map out all the details by understanding what to include in your business plan and why it’s important to include them. The guide also fleshes out an entire sample business plan for you.

If you need further guidance on starting a business, HubSpot's guide can teach you how to make your business legal, choose and register your business name, and fund your business. It will also give small business tax information and includes marketing, sales, and service tips.

This comprehensive guide will walk you through the process of starting a business, in addition to writing your business plan, with a high level of exactitude and detail. So if you’re in the midst of starting your business, this is an excellent guide for you.

It also offers other resources you might need, such as market analysis templates.

8. Panda Doc’s Free Business Plan Template

sample business plan: Panda Doc

PandaDoc’s free business plan template is one of the more detailed and fleshed-out sample business plans on this list. It describes what you should include in each section, so you don't have to come up with everything from scratch.

Once you fill it out, you’ll fully understand your business’ nitty-gritty details and how all of its moving parts should work together to contribute to its success.

This template has two things I love: comprehensiveness and in-depth instructions. Plus, it’s synced with PandaDoc’s e-signature software so that you and other stakeholders can sign it with ease. For that reason, I especially love it for those starting a business with a partner or with a board of directors.

9. Small Business Administration Free Business Plan Template

sample business plan: Small Business Administration

The Small Business Administration (SBA) offers several free business plan templates that can be used to inspire your own plan.

Before you get started, you can decide what type of business plan you need — a traditional or lean start-up plan.

Then, you can review the format for both of those plans and view examples of what they might look like.

We love both of the SBA’s templates because of their versatility. You can choose between two options and use the existing content in the templates to flesh out your own plan. Plus, if needed, you can get a free business counselor to help you along the way.

I’ve compiled some completed business plan samples to help you get an idea of how to customize a plan for your business.

I chose different types of business plan ideas to expand your imagination. Some are extensive, while others are fairly simple.

Let’s take a look.

1. LiveFlow

business plan example: liveflow

One of the major business expenses is marketing. How you handle your marketing reflects your company’s revenue.

I included this business plan to show you how you can ensure your marketing team is aligned with your overall business plan to get results. The plan also shows you how to track even the smallest metrics of your campaigns, like ROI and payback periods instead of just focusing on big metrics like gross and revenue.

Fintech startup, LiveFlow, allows users to sync real-time data from its accounting services, payment platforms, and banks into custom reports. This eliminates the task of pulling reports together manually, saving teams time and helping automate workflows.

"Using this framework over a traditional marketing plan will help you set a profitable marketing strategy taking things like CAC, LTV, Payback period, and P&L into consideration," explains LiveFlow co-founder, Lasse Kalkar .

When it came to including marketing strategy in its business plan, LiveFlow created a separate marketing profit and loss statement (P&L) to track how well the company was doing with its marketing initiatives.

This is a great approach, allowing businesses to focus on where their marketing dollars are making the most impact. Having this information handy will enable you to build out your business plan’s marketing section with confidence. LiveFlow has shared the template here . You can test it for yourself.

2. Lula Body

Business plan example: Lula body

Sometimes all you need is a solid mission statement and core values to guide you on how to go about everything. You do this by creating a business plan revolving around how to fulfill your statement best.

For example, Patagonia is an eco-friendly company, so their plan discusses how to make the best environmentally friendly products without causing harm.

A good mission statement  should not only resonate with consumers but should also serve as a core value compass for employees as well.

Patagonia has one of the most compelling mission statements I’ve seen:

"Together, let’s prioritise purpose over profit and protect this wondrous planet, our only home."

It reels you in from the start, and the environmentally friendly theme continues throughout the rest of the statement.

This mission goes on to explain that they are out to "Build the best product, cause no unnecessary harm, and use business to protect nature."

Their mission statement is compelling and detailed, with each section outlining how they will accomplish their goal.

4. Vesta Home Automation

business plan example: Vesta executive summary

This executive summary for a smart home device startup is part of a business plan created by students at Mount Royal University .

While it lacks some of the sleek visuals of the templates above, its executive summary does a great job of demonstrating how invested they are in the business.

Right away, they mention they’ve invested $200,000 into the company already, which shows investors they have skin in the game and aren’t just looking for someone else to foot the bill.

This is the kind of business plan you need when applying for business funds. It clearly illustrates the expected future of the company and how the business has been coming along over the years.

5. NALB Creative Center

business plan examples: nalb creative center

This fictional business plan for an art supply store includes everything one might need in a business plan: an executive summary, a company summary, a list of services, a market analysis summary, and more.

One of its most notable sections is its market analysis summary, which includes an overview of the population growth in the business’ target geographical area, as well as a breakdown of the types of potential customers they expect to welcome at the store. 

This sort of granular insight is essential for understanding and communicating your business’s growth potential. Plus, it lays a strong foundation for creating relevant and useful buyer personas .

It’s essential to keep this information up-to-date as your market and target buyer changes. For that reason, you should carry out market research as often as possible to ensure that you’re targeting the correct audience and sharing accurate information with your investors.

Due to its comprehensiveness, it’s an excellent example to follow if you’re opening a brick-and-mortar store and need to get external funding to start your business .

6. Curriculum Companion Suites (CSS)

business plan examples: curriculum companion suites

If you’re looking for a SaaS business plan example, look no further than this business plan for a fictional educational software company called Curriculum Companion Suites. 

Like the business plan for the NALB Creative Center, it includes plenty of information for prospective investors and other key stakeholders in the business.

One of the most notable features of this business plan is the executive summary, which includes an overview of the product, market, and mission.

The first two are essential for software companies because the product offering is so often at the forefront of the company’s strategy. Without that information being immediately available to investors and executives, then you risk writing an unfocused business plan.

It’s essential to front-load your company’s mission if it explains your "Why?" and this example does just that. In other words, why do you do what you do, and why should stakeholders care? This is an important section to include if you feel that your mission will drive interest in the business and its offerings.

7. Culina Sample Business Plan

sample business plan: Culina

Culina's sample business plan is an excellent example of how to lay out your business plan so that it flows naturally, engages readers, and provides the critical information investors and stakeholders need. 

You can use this template as a guide while you're gathering important information for your own business plan. You'll have a better understanding of the data and research you need to do since Culina’s plan outlines these details so flawlessly for inspiration.

8. Plum Sample Business Plan

Sample business plan: Plum

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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

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Written by Jesse Sumrak | December 12, 2022

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Marketing is an often misunderstood profession. Peers often stereotype marketing with massive budgets, loosey-goosey timelines, haphazard tactics, high-profile influencers, and Snapchat filters. In reality, modern marketing plans are more complex and orchestrated than a Premier League-winning football team.

Businesses have big goals to hit and fine margins to walk—and they need realistic, yet imaginative, marketing plans to make it happen. Sure, bigger companies can spend all willy-nilly hiring Taylor Swift for a commercial op and dropping a quarter million on Facebook advertising, but small businesses and startups have to get downright strategic with every dollar they spend.

If your business is trying to stretch every penny, you’ve come to the right place. This article will show you how to create a marketing plan in 2023 that actually works with a down-to-earth budget. We’ve included step-by-step actions, outlines, examples, and more to give you everything you need to take an idea to the market with laser precision.

Table of Contents

What is a marketing plan?

How to create a marketing plan

Marketing plan template

Marketing plan example

Marketing Plan FAQs

What is a marketing plan.

A marketing plan is a documented roadmap for how you plan to drive awareness, sales, signups, attendance, or other marketing initiatives. It outlines your KPIs, budget, and timeline, dictating everything from the critical milestones to the nitty-gritty to-do items.

Marketing plans come in all shapes and sizes. You could build an overarching marketing plan to document and guide your entire department’s annual goals and strategies for the upcoming year. Or you might create a marketing plan detailing the launch strategy for the brand-new product release coming out next quarter. Big plans can even include small plans, just like an adorable collection of Russian nesting dolls.

Plans can be short, long, fat, or thin—just remember what your plan is trying to accomplish. If you’re trying to pitch an idea to a team of venture capitalists or a local bank, you might need a chunky document with accompanying spreadsheets and financial figures. However, if you’re trying to communicate the plan to your marketing team leads, you’ll want to skip straight to the point with tactics, deadlines, and deliverables.

Regardless of your use case, the next section will give you the building blocks you need to create a marketing plan that works.

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How to Create a Marketing Plan

This section will show you the 7-step process to creating a marketing plan. Plans are fluid and versatile, so we don’t recommend filling out one of these with pen and paper—get your eraser ready because a marketing plan is never perfect from the get-go.

Here’s an overview of the 7-step process:

  • Establish Your Marketing Goal
  • Identify Your Audience and Competitors
  • Set Your Marketing Budget
  • Determine Your Deadline(s)
  • Pick Your Marketing Channels and Tactics
  • Outline the To-Do List and Make Assignments
  • Track Performance and Review Analytics

Don’t worry too much about making it all nice and pretty right now. Later, you can use our provided marketing outline to copy, paste, and format a more articulated version for widespread distribution. For now, just focus on hashing out each section and answering the thought-provoking questions.

1. Establish Your Marketing Goal

Define exactly what you’re trying to achieve. Do you want to drive more sales? How much? What about recurring customers? How many? Do you need to increase brand awareness? To whom and by how much?

Work out the details of what you want to accomplish, why, and how you’re going to measure it. Establish your KPIs early on to measure the success of your marketing campaign. You’ll refer to these numbers throughout the rest of your marketing plan, so get specific.

For example, how many website visitors you’re trying to drive will affect your marketing budget, deadlines, and tactics. And if you’re targeting a specific demographic, you may need to engage different marketing teams to use the appropriate channels and messaging.

Fine-tune your marketing goal so that you can communicate it simply in a single sentence. For example: “The goal is to drive 25,000 key decision-makers to the new product page by the end of October with a limited marketing budget of $75,000.”

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2. Identify Your Audience and Competitors

Explain who this campaign is targeting. If you’ve already built out your buyer personas, you’ll just plug in the persona appropriate to this campaign. However, if this is your first time thinking long and hard about your target audience, really get to know the person you’re marketing to.

Depending on your product, industry, and market, you’ll want to know demographics like:

  • Marital status

These details help you identify a broad audience, but you’ll want to narrow it down with psychographics.

Psychographics dig deeper . They cover your audience’s:

  • Influencers
  • Shopping behaviors

Demographics explain the “who,” while psychographics explain the “why.”

Think about if you were trying to sell a baseball glove. How you market that glove is going to be very different depending on the buyer. Are your messaging and channels targeting a college athlete, recreational youngster, mom, dad, or low-income family? It’s hard to know what to say and how to say it unless you know who you’re talking to.

Don’t just gloss over this section. Without a target audience, you’ll be blindly throwing darts at a board—sure, some plans might work out, but it’ll come down less to strategy and more to sheer luck. A target audience and replicable formula make your success a science and not a game of Russian roulette.

Once you’ve identified your audience, you need to figure out who’s also targeted the same people. Competition research is a way to understand who you are up against for eyeballs, SEO rankings, and influence, but it also can serve as an opportunity to fill gaps in our needs that your competitors are missing.

One easy way to do this is to look at comment sections or reviews of similar companies in your industry. Look for:

  • Frequent complaints about product design.
  • Consistent issues with customer service.
  • Ads or branding language that falls flat.
  • If the competitor hasn’t made a product their customers are asking for.

By identifying your competitor’s weaknesses or gaps their missing with their customers, you’ll have a treasure trove of marketing copy to use in order to differentiate your business from the pack.

3. Set Your Marketing Budget

Marketing plans need budget constraints. Without a cap, plans could hypothetically include:

  • 60-second Super Bowl commercial
  • Cristiano Ronaldo as a celebrity endorser
  • Billboard advertisements along the entirety of Route 66

For most startups, that’s just not a possibility.

And it’s not where the magic happens. Powerful marketing plans turn tiny marketing budgets into impressive ROI. They prioritize the right channels, messaging, and tactics to stretch every dollar to the max.

Decide beforehand how much budget you’ll need to allocate to meet the goals you set in Step 1. When push comes to shove, you may need to throw additional money at the campaign later to get it across the finish line, but stay strong and do your best to create a marketing plan that works with the budget constraints.

Tight on budget but full on creativity? Check out our Small Business Marketing Guide: From Scratch to Success .

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4. Determine Your Deadline(s)

Deadlines create the boundaries to your marketing campaign—you can’t have a plan without them. No deadlines mean there’s a never-ending period to achieve your objective, and it’s probably not a good idea to have a 20-year free pass to accomplish that sales goal you set.

Set your deadline. Be realistic, but also be ambitious. The faster you achieve this goal, the faster you can move on to the next one—and each progressive goal should be moving your business forward.

Establish the final deadline for achieving your primary KPI. Then, set the necessary milestones along the journey. For example, you might set milestones for launching different aspects of your campaign, such as hosting 4 webinars, publishing 10 supporting blog posts, or earning a callout in 2 prime news outlets.

Finally, set the start date for when you’ll need to get the ball rolling to meet your deadlines. Don’t assume it’s ASAP—you might have a few weeks to get your ducks in a row instead of immediately heading off into a chaotic marketing battle.

5. Pick Your Marketing Channels and Tactics

This is arguably the funnest part of creating a marketing plan. This is the step where you get to choose the channels, tactics, and deliverables. The right channels and tactics will vary depending on your audience and product or service, but here are the most popular ones to consider:

  • Email Marketing: Email marketing is one of the tried-and-true tactics of the digital marketing world. It generates an average ROI of $40 for every $1 invested —you can’t get much more bang for your buck than that. (Check out our complete email masterclass to learn how to conquer this lucrative channel.)
  • Social Media Marketing: Whether you’re running organic strategies or targeted paid campaigns , social media marketing is an excellent modern-day tactic for reaching consumers where they’re most comfortable: Instagram, Facebook, Snapchat, YouTube, or TikTok.
  • PPC Marketing: Pay-per-click (PPC) marketing lets you run advertising campaigns on search engine pages and other websites across the internet. It’s a competitive way to get your content in front of the right eyeballs.
  • Content Marketing: Content marketing paired with a solid search engine optimization (SEO) strategy is a long-term tactic that can drive organic traffic (read: free) to your website for years to come.

And do you know what all these channels have in common? They each give you the ability to monitor your results and track your progress to prove if a channel is worth your time and money. Unlike traditional outbound advertising and its estimated impressions and influence, you know exactly what you’re getting with these digital marketing strategies.

marketing program business plan example

6. Outline the To-Do List and Make Assignments

Here’s where you get into the nitty-gritty of your marketing plan. Step 6 is where you’ll outline everything that needs to get done:

  • Launch meeting
  • Recurring meetings and syncs
  • Creative assets
  • Promotional channels
  • Post-mortems

And that’s just the start. Outline everything that needs to happen to make your plan a reality. Once you know what needs to happen, it’s time to start making assignments. Someone needs to be responsible for every deliverable.

Here’s where you may run into roadblocks. You may discover that your creative team is overwhelmed and won’t be able to handle the creative requests until later, or you may find that other email campaigns or social media advertisements are the top priority.

If that’s the case, go back to Step 4 to revisit your timeline. Make adjustments to ensure there’s bandwidth available to make your marketing plan a reality.

7. Track Performance and Review Analytics

No marketing plan will go off without a hitch. That’s why you need your ear to the ground to understand what’s working. Through analytic tools, you can understand if your marketing plan’s target audience, messaging, or creative needs adjusting. Thankfully, most digital tactics allow you to do this on the fly.

Make sure you familiarize yourself with these basic marketing analytics tools:

  • Facebook Ads Manager
  • Google Analytics
  • Google Search Console
  • Semrush or Ahrefs for SEO

For more on analytics, read our marketing metrics guide .

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Marketing Plan Template (Copy/Paste)

Marketing Plan Template: [Name of Project]

Marketing Plan Example (Filled Out)

Here’s a fake content marketing plan example for a fictitious shoe company.

Marketing Plan Template: [Project Zeus Running Collection]

Marketing Goal Drive $200,000 in sales for the new Zeus running collection within the first 4 months of launch day.

Target Audience The primary audience is 35 to 50-year-old male recreational runners who tend to run 30-40 miles a week at an average page of 8:00-10:00 minutes per mile. They’re not overly competitive, but they like to race 5K and 10K races occasionally throughout the year and are always trying to beat their personal best. Many have experienced mild injuries over the last few years that the Zeus Running Collection can help alleviate.

Marketing Budget We have a budget of $40,000 for the initial launch period. If we can prove out the Zeus Running Collection, we’ll allocate additional budget after the first 4 months.

  • Launch Day: June 1
  • Marketing Assets Ready to Go: May 28
  • Pre-Launch Teaser: May 24
  • Creative Assets Finished: May 21
  • Product Beta Tester Reviews Submitted: May 10
  • Written Content Creation Period: April 12 – May 7
  • Enlist Beta Testers: April 12
  • Project Kickoff Meeting: April 5

Marketing Tactics

  • Social Media Marketing: Target runners on Instagram and Facebook with paid ads featuring our endorsed runner racing in the shoe.
  • Email Marketing: Email existing customers with a 15% off discount code on the new Zeus Running Collection. Email prospects with a link to the product breakdown page with a code for free shipping.

Responsibilities and Assignments

  • Lizzy K: Creative assets
  • Mark B: Blog post announcement + product page
  • Spencer S: Beta tester outreach
  • Larry G: Email and social media marketing campaigns
  • Carly M: Project manager

Do I need to write a marketing plan for everything?

As stated earlier, marketing plans can come in all shapes and sizes. But that doesn't mean you need one for every single Facebook ad or whitepaper your team creates. The best marketing plans serve as a source of truth for your team to reach a goal. Within the marketing plan, you should have enough wiggle room to adjust your strategy and tactics. Marketing is an art and science, so there are bound to be surprises once you start executing your plan.

How do I know if my marketing plan is a success?

One of the most common mistakes marketers make is creating a seemingly perfect marketing plan and then going off script as soon as there's a sign of trouble or distraction. Using the SMART goal method (specific, measurable, achievable, relevant, and time bound) is a simple way to ensure your marketing plan is applicable. Every marketing plan should be a success, whether you hit your goal or not, because you'll learn something new about your customer, tactics, and business throughout the process.

Who should make a marketing plan?

If you're reading this article, ideally you. A marketing manager or marketing team member typically writes marketing plans, but marketing strategy should start at an enterprise level. The more people understand the marketing plan for your business, the more you can work together (not in silos) to achieve a common goal. You'll see this happen in larger organizations where the marketing team works plan that the product or sales team have no idea about.

Plan It Out—Make It Happen

Every great campaign starts with an even better plan. Don’t leave your startup’s success up to chance—give it all the thought and attention you can.

With the right plan in place, you won’t be crossing your fingers on launch day or during the quarterly review. You’ll be sitting confidently, knowing that everything is running according to plan.

Need a high-level plan for your startup? We got you covered with our free content marketing training .

marketing program business plan example

About Jesse Sumrak

Jesse Sumrak is a writing zealot focused on creating killer content. He’s spent almost a decade writing about startup, marketing, and entrepreneurship topics, having built and sold his own post-apocalyptic fitness bootstrapped business. A writer by day and a peak bagger by night (and early early morning), you can usually find Jesse preparing for the apocalypse on a precipitous peak somewhere in the Rocky Mountains of Colorado.

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12 Free Marketing Plan Templates to Build a Marketing Strategy

Senior Content Marketing Manager

February 14, 2024

Marketing used to be simple.

A tuppence on a town crier and maybe an ad in the local newspaper, and you were pretty much set. Nowadays, things have gotten a little bit more complicated.

Marketers plan elaborate campaigns that sync across several mediums in real life and the digital world. This can include ads on social media, search engines, blog content, in-person events, and much more. All of this marketing requires a lot of project planning .

You can’t just throw something together and call it a day. And that’s where marketing plan templates come in. These handy little tools help you plan and coordinate your marketing strategies by doing some of the leg work for you.

Obviously, these templates can’t do everything. It’s still up to you to make big brand decisions, like whether Rihanna or Ariana is the right person to head up your event. But templates can make planning that engagement easier, set out clear to-do lists for your team, and make cross-department execution a breeze.

So regardless of whether you’re an entrepreneur dipping your toes into the world of marketing or a multinational company needing help keeping your marketing efforts organized, there’s a marketing plan template for you.

This list of 12 marketing plan templates is a great place to get started. Each has its own focus, so take a moment and find which ones will help you plan your next big marketing move.

What is a Marketing Plan Template?

What makes a good marketing plan template, 1. clickup marketing plan template, 2. clickup agency client health tracker by zenpilot, 3. clickup quick start: marketing template, 4. clickup content management template, 5. clickup content production scaling template, 6. clickup campaign & promotion management template, 7. clickup event marketing plan template, 8. clickup okr folder template, 9. the clickup marketing plan template, 10. clickup marketing action plan template, 11. clickup social media template, 12. clickup sales and marketing plan template, benefits of having a strong marketing strategy, how to write a marketing plan.

A marketing plan template is an essential tool for any business to have when creating and executing a successful marketing strategy. It provides the roadmap for your marketing activities, from setting goals to choosing channels and measuring success.

These templates can also be tailored according to the needs of each organization, allowing you to focus on specific areas that need attention and provide direction for your marketing efforts. So if you need some help planning out your social media campaigns and posts for the next quarter, there’s a template ready to make that process just a little bit easier.

A good marketing plan template can be summed up in three words: organized, specialized, and helpful.

One of the main goals of any marketing strategy template is to add some much-needed order to the chaos that comes with your average marketing department. These templates help keep you organized and on track, allowing you to stay focused on what matters most: achieving success.

Great templates should also specialize in a certain kind of marketing type or task you need help with. For instance, a template could specialize in designing a marketing action plan for your company or in helping you map out your future marketing initiatives. 

Doing everything in one template would be near impossible, so specialization allows each template to be thorough without being overwhelming.

Finally, a template needs to be helpful.

The whole reason you need a template is to save you time or to help you complete a marketing task you’re less familiar with. If the template doesn’t come with smart formatting, data importation options, or expert advice, then it might just be easier to do it on your own.

12 Best Marketing Plan Templates

Marketing plans are a crucial way for businesses to create and execute a top-notch marketing strategy.

However, the process of planning can be overwhelming without the right tools. This list of 12 marketing plan templates provides an excellent starting point for any business looking to create a comprehensive and effective marketing strategy.

Get your marketing plan started with this beginner-friendly template

The ClickUp Marketing Plan Template is a powerful and customizable tool that can help teams plan and execute successful marketing strategies. This template simplifies the process of coordinating and planning your marketing efforts , allowing you to easily create an overview of your campaigns and track progress and results.

This template includes helpful sections that allow you to fill in deadlines, statuses, effort levels, impact tags, and more. It also provides real-time collaboration features so teams can easily track tasks and ensure they’re all on the same page.

Plus, this template is completely customizable based on your team’s specific needs. Add or remove any sections you need and organize your marketing plan in whatever way works best for you.

The ClickUp Marketing Plan Template is perfect for entrepreneurs, small businesses, or large companies who need an easy-to-use and comprehensive tool to organize their marketing strategies.

As a bonus, it pairs well with many of our more specific templates included on this list.

The ClickUp Agency Client Health Tracker by Zenpilot

Effective marketing requires deep insights into your clients’ needs and preferences. That’s why the ClickUp Agency Client Health Tracker from Zenpilot Template is such a valuable tool for businesses. This customizable template allows agencies to track the health of their customer relationships, making it easy to manage client info and ensure that marketing efforts align with client needs.

With the ClickUp Agency Client Health Tracker, agencies can track a range of important marketing analytics , including client satisfaction levels and feedback. Armed with this information, businesses can tailor their content marketing strategy to better meet the needs of their clients.

By understanding each client’s unique preferences, businesses can create targeted campaigns that drive engagement, deliver value, and ultimately drive customer satisfaction.

Get your marketing projects and campaigns planned faster with this quick start template

Looking to get your marketing strategy off the ground—like, right now?

The Quick Start Marketing Template has been meticulously crafted to expedite your initiation into ClickUp, ensuring a seamless and efficient experience.

This particular template is equipped with an array of features that are indispensable for executing an effective marketing strategy. It includes a comprehensive marketing plan, well-structured campaigns, a content calendar for systematic planning, an asset library for easy resource management, and a team wiki to promote knowledge sharing among team members.

Take the reins of your marketing efforts and amplify your brand’s resonance today with this holistic toolset.

ClickUp serves as an all-encompassing project management tool, which enables you to strategize, coordinate, and collaborate on your projects within a singular platform. The software’s fully customizable nature empowers you to tailor every facet of your content workflow to your specific needs and preferences.

Amongst the plethora of ready-to-use templates, one that particularly excels at content planning is the ClickUp Content Management Template . Its flexibility and customizability make it a top choice for managing your unique content workflow—even if it spreads across marketing channels.

This template comes equipped with a comprehensive content calendar, facilitating seamless tracking of your content across various channels such as blogs, social media platforms, websites, or emails. A standout feature is its provision of separate calendar views for each channel.

The Content Management Template offers extensive insights into every stage of content creation and management. From receiving initial requests and constructing a detailed plan with pertinent documents to managing an editorial calendar and delivering the final content—this template has it all covered.

Let this template work as your ultimate hub for creating and managing content across multiple marketing channels, with the added advantage of having dedicated calendar views for each channel.

The ClickUp Content Production Scaling Template provides a tactical insight into the strategies employed by ClickUp’s own content team on how they successfully scaled their blog content production.

While the template primarily focuses on blog content, its versatile production workflow can be adapted for any content type. Content scaling is a highly strategic approach, favored for its effectiveness in enhancing organic traffic, lead generation, brand visibility, revenue, and much more.

And this template facilitates the continuous creation of relevant content, positioning your brand as a dependable source of information. This asset is perfect for writers, editors, or content teams looking to architect their scalable production process in their marketing strategies.

For a deeper understanding of the eight steps outlined in this template, refer to our content production scaling blog ! This will enable you to strategize effectively and navigate the template with professional proficiency.

Promos and campaigns have a lot of moving parts, which is why this template is perfect for those needing to manage everything across teams, customers, and channels

Need a comprehensive tool for managing campaigns and promotions that provides all the necessary resources for planning, tracking, and executing your marketing initiatives? Look no further than the ClickUp Campaign & Promotion Template . This digital marketing plan template acts as your centralized hub and facilitates a complete workflow that begins with request intake, transitions into planning with campaign brief documents, moves on to project execution with subtasks, and culminates in running the marketing plan campaign.

This template simplifies this process by consolidating the planning, execution, and monitoring of your campaigns into a single platform. Utilizing our template will enable you to:

  • Structure promotional projects using task lists, timelines, and assignees
  • Monitor progress via automated workflows, promoting efficient team collaboration
  • Evaluate performance using customizable reporting tools
  • Facilitate data-driven decision-making in on central place

Whether your objective is launching a new product to a target market or executing a special promotion, this marketing template provides the ideal template to ensure seamless and effective implementation.

ClickUp Event Marketing Template

With so much happening in the world today, your company needs something special to get and hold people’s attention.

Big, spectacular events are perfect for doing just this. They allow you to stand in the spotlight for a moment and get your message across in a way that’s likely to stick with people for longer than any Facebook ad or blog post could ever hope to. 

However, planning these events can take months. You’ll need coordination between multiple teams, marketing planning software , and maybe even outside contractors to pull it off.

That’s where the ClickUp Event Marketing Plan Template comes into play.

This digital marketing plan template template is the place for your team to plan your next big event. It includes tasks, budgets, and deadlines, along with multiple views, to help you track what needs to get done and who’s responsible for it across your marketing team.

Plus, this template is completely customizable if you need extra space for something more detailed—considering things like market research information, your marketing budget, or key performance indicators.

Bonus: Marketing tools for startups !

ClickUp's OKR template enables precise tracking and alignment of objectives and key results, facilitating organized goal setting and measurable progress

The ClickUp OKR Folder Template serves as an exhaustive planning instrument, crafted specifically to aid individuals and teams in establishing and accomplishing their objectives.

It incorporates a Planning Cadence that delineates the foundational structure for formulating OKRs (Objectives and Key Results). Additionally, the template has OKR Lists that deconstruct goals into manageable tasks and continually track progression.

This systematic approach ensures teams maintain focus and direction throughout the year, ulitmately enhancing their potential for success. The digital marketing plan template is ideal to track your marketing activities to your marketing goals and metrics.

Detailing your marketing tactics is crucial—but having the numbers to back up your marketing budget or how your OKRs will help your digital marketing team reach your target audience more efficiently is crucial.

Fast-track your marketing plan with this customizable template. Prioritize tasks, track targets and record results.

If you’re in the early stages of planning your marketing campaign or project, the ClickUp Marketing Plan Template is a fantastic resource to begin with. This customizable, user-friendly template is designed to expedite the development of your marketing plan.

Easily keep track of marketing initiatives, prioritize tasks, monitor targets, and document results.

A meticulously crafted marketing plan can be the deciding factor between success and failure in attaining your business objectives. This is why ClickUp made this template a comprehensive tool aimed at assisting you in planning, tracking, and optimizing your marketing campaigns in a singular location.

Utilizing this template allows you to:

  • Establish attainable marketing objectives
  • Organize tasks into actionable steps toward achieving these goals
  • Monitor progress using integrated metrics and analytics

Say goodbye to disorganized spreadsheets and multiple tools. This marketing template offers the transparency and command you require to elevate your marketing endeavors to unprecedented heights.

Create and manage successful advertising projects and show how you'll do it with this in-depth marketing action plan template

Every good strategy needs a detailed plan, but do you need something to provide more details about how you’ll get it done?

If you want to market your product or service, you’ll need a marketing action plan to turn your ideas into actual marketing ROI . And a marketing action plan is a detailed document outlining the strategies and tactics a business will use to promote and sell its products or services.

It typically includes a target market analysis, business goals and objectives, pricing information, and any other pertinent information that may help execute the plan successfully.

ClickUp’s Marketing Action Plan Template has been designed to help you create a fully fleshed-out marketing strategy, even if you’ve never done this before.

It achieves this by running you through the main things you’ll need to understand and formulate before you can create your plan. These include:

  • Defining your marketing goal s: Understand what the ultimate goal of your digital marketing plan
  • Knowing your customers : Do target market and target audience research to understand what your customers are looking for, where they can be reached, and what kind of advertising might work best for them
  • Auditing your current practices : Learn from what you’ve done in the past, both good and bad, to create an even better marketing strategy going forward in this marketing plan template
  • Itemizing your plan : List every task that needs to be done for your strategy to succeed
  • Reviewing and polishing : See if you’ve missed anything by running it by a colleague

Plus, once you itemize your plan, use ClickUp’s project management software to export those tasks and share them with your team so people can get to work realizing your marketing strategy.

It’s really that easy, and all you need to get started is this marketing plan template at the link below.

Quickly build, manage, and schedule social media content with detailed information and custom fields for simple tracking

With social media marketing, consistency is key to hit your marketing goals. But creating multiple relevant posts across different distribution channels is easier said than done. The pain points and social media strategy that works on LinkedIn might not fare so well on Facebook or Instagram.

That’s why the ClickUp Social Media Template was created.

This powerful tool tracks planned posts across multiple social media platforms so you’re constantly reaching your ideal target audience on the right social media channel. Plus, since you house all of your planned content in one place, it’s easier for social media marketing or other digital marketing team members to see if you have any gaps in your social media calendar. 

For instance, instead of assuming that someone else was working on the New Year’s Eve post this year, your team can see that there are no current plans on this template and fix the omission. Get your social media content calendar in order with the template below.

Get your sales and marketing teams on the same page for better synergy and results

Although they broadly have the same goal, it can sometimes feel like sales and marketing teams live in different worlds. They have their own metrics, strategies, and processes to help the company sell more.

However, when these departments aren’t in sync, you’re missing out on an opportunity to truly leverage the power of your entire team toward your sales and marketing goals.

That’s why the ClickUp Sales and Marketing Plan Template was created. It provides a single platform for both departments to work from, allowing easier collaboration and better alignment of business objectives—whether it’s sharing market research, providing detailed insights into your content marketing strategy, or simply outlining your marketing plans to connect with sales.

This template includes sections for sales goals, marketing plans, campaign results, and more. This way, it’s clear what roles each department plays in the grand scheme of things.

For instance, your sales team probably frequently interacts with target customers and knows what pitches work best with which demographics. Your marketing team can use that knowledge to not only market better but also to identify leads that are more likely to convert.

Get your marketing and sales departments on the same page today with our Sales and Marketing Plan Template.

A well-thought-out marketing plan can bring multiple benefits to your business, including:

  • Increased brand awareness : A strong digital marketing strategy can help you reach new customers and make more people aware of your brand, while collecting market research for future projects
  • Improved customer engagement : By creating targeted and relevant content for your audience, you can engage with them on a deeper level and build stronger relationships
  • Higher conversions : With a clear marketing strategy in place, you can attract more qualified leads and convert them into paying customers
  • Better market positioning: A solid marketing strategy can help you stand out from your competitors and establish your brand as a leader in the industry
  • Increased ROI : By tracking your marketing goals and efforts and refining your digital marketing strategy, you can see a higher return on your investment
  • Enhanced teamwork and communication : With a marketing plan in place, all team members can be on the same page and work towards common goals, leading to better collaboration and communication

Now that you understand the importance of having a strong marketing strategy, here are some tips for writing and implementing an effective marketing plan:

  • Define your business goals : Determine what you want to achieve through your marketing efforts, whether it’s increasing sales, improving brand awareness or launching a new product
  • Identify your target audience : Understand who your ideal customers are and what their needs and preferences are. This will help you create targeted and relevant marketing campaigns
  • Conduct a SWOT analysis : Evaluate your business’s strengths, weaknesses, opportunities, and threats to identify areas where you can improve and capitalize on potential opportunities with effective SWOT analysis
  • Set a marketing budget : Determine how much you can realistically spend on marketing activities and allocate resources accordingly to reach your marketing goals
  • Choose your marketing channels : Based on your target audience and business goals, select the most effective marketing channels to reach them
  • Create a timeline and deadlines : Set specific timelines for each marketing campaign or activity to ensure that everything is completed in a timely manner
  • Track and measure results : Continuously monitor the success of your marketing efforts and make adjustments as needed to improve performance.
  • Communicate and collaborate with your team : Keep all team members informed and involved in the marketing process to ensure that everyone is working towards the same marketing objectives
  • Regularly review and update your plan : As your business evolves, so should your marketing plan. Continuously review and update it to stay relevant and effective

Maximize Your Team’s Marketing Efforts With Marketing Plan Templates

No matter the size of your business, marketing success can be achieved with a well-thought-out plan. With ClickUp’s suite of powerful and easy-to-use templates, you’ll have everything you need to create an effective strategy.

Make it easier to meet all your goals, whether it’s marketing your product or onboarding your new client .  From content planning and event marketing to sales and website project management , these templates provide the tools needed for any digital marketer or entrepreneur looking to make their mark in the world today. 

So don’t wait another minute—get started on upgrading your team’s marketing capabilities with ClickUp.

Questions? Comments? Visit our Help Center for support.

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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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Strategic Marketing Plan Template & Examples

marketing program business plan example

Imagine setting out to climb Mt. Everest guided only by intuition. You wouldn’t make it very far without a detailed plan (and an experienced sherpa) to guide the way. 

Marketing may not be an extreme sport with life-or-death consequences, but you’ve got big goals to reach nonetheless. And your team’s success relies on a lot more than gut instinct. 

That’s why a strategic marketing plan is a must, no matter your industry. Think of it as the roadmap that gets your business where it needs to go each and every year. 

Drafting your first marketing plan can feel intimidating, but don’t worry. We’ll walk you through the basics, show you what a strategic marketing plan looks like, and even give you a couple of free templates to get started. Here’s what we’ll cover:

What is a strategic marketing plan?

Essential elements of a strategic marketing plan, free marketing plan templates and examples.

Let’s start from square one and define what a strategic marketing plan is. 

A strategic marketing plan is a formal document that guides your team’s marketing efforts throughout the year. It maps your annual marketing goals to your company’s overall business objectives, while also outlining how you’ll spend your yearly marketing budget.

A good marketing plan clearly outlines:

  • Your target market and key competitors
  • Major goals for the year and how they’ll help you get ahead
  • Key results that serve as indicators for success
  • How you’ll use your money and resources to meet your goals 

Keep in mind that your plan may vary based on your industry and goals. Length and format don’t matter as much as the details you include. Do your research, and make it as easy as possible for company leaders to understand how your strategic marketing plan helps business grow.

What’s the difference between a marketing strategy vs. marketing plan?

A marketing strategy details how you’ll execute a piece of your marketing plan with a specific tactical goal in mind. You might do this by launching an email or social media campaign, publishing a blog series, offering a special promo, or hosting a live event. 

A marketing plan , on the other hand, is the high-level framework that drives all your marketing strategies. It’s a big-picture look at the who, what, and why behind your marketing goals, with a focus on tying them to larger organizational objectives. 

No two marketing plans are exactly the same, but they do share some common threads. Here are 6 important elements you’ll want to identify and research before you build out your next strategic marketing plan.

  • Business objectives

Everything you do as a marketing team should support your company’s overall strategy and goals. So summarize your organization’s business objectives, and let it serve as your marketing plan’s true north. Your team and stakeholders should be able to clearly see how the marketing strategies and goals you outline in your plan align with your company’s top priorities.  

  • SWOT analysis

A SWOT analysis breaks down your company’s strengths, weaknesses, opportunities, and threats. This enables you to assess both the internal and external factors that influence your success so you can build targeted strategies that close gaps and drive results. 

  • Strengths and weaknesses : Take stock of your organization’s inner workings. Where does your team or company really shine? What’s working well, and what needs to be improved? Do you have any resource limitations?
  • Opportunities and threats : Now look outward to consider your market and competition. Where do you have a chance to push ahead? Where are you struggling to keep up? Are there any market changes to consider?
  • Market research

Research is the core of any marketing plan because it’s what you’ll use to shape your goals and strategy. Don’t be afraid to dive deep into the details here. A well-researched marketing plan is worth the time invested. 

Focusing your research energy on these areas will equip you with a solid base for smart marketing decisions.

It’s important to understand major movements in the industry you’re marketing to so you have a feel for the pulse of the market. Thoroughly research the industry your organization works in, and be sure to report on the general climate, as well as any noteworthy happenings. If your company serves any subindustries, don’t forget to include them in your analysis too. 

Target market

Marketing to the masses rarely pays off. That’s why narrowing down your target audience is a must for any marketing plan. Consider it the filter you run every marketing strategy through. 

The more specific you can get, the better. Answering questions like these can help you paint a clear picture of your ideal buyer so you know how to focus your resources for a bigger impact on the people you want to reach.

  • What are your ideal buyer’s key demographics (e.g., age, location, job title)?
  • What do they care about (e.g., interests, values)?
  • What are their biggest challenges or pain points? 
  • Where does your ideal buyer hang out (e.g., Twitter, LinkedIn, industry conferences or events)?

Competitive analysis

It’s also important to understand who and what you’re up against when it comes to attracting your perfect buyer. Identify the key players in your space, and give a brief rundown of what they’re doing to win. This groundwork will make it easier to see how to differentiate yourself from the competition. 

  • Strategic marketing goals

Now that you’ve laid the groundwork, it’s time to talk strategy. Outline your strategic marketing goals for the year, and briefly explain how these strategies support company-wide goals. Use a gantt chart to establish a timeline for each goal and monitor results along the way. This is an easy way to set expectations and keep your team and stakeholders in the loop.

  • Key marketing metrics

Metrics are where the rubber meets the road in your marketing plan. Use your market research to define specific KPIs or key marketing metrics that will serve as your measure for success. This will help you track progress so you know if you need to change course mid-project to ensure you hit your strategic marketing goals.

  • Marketing channels

Marketing channels are the vehicles you’ll use to reach your target audience and grow your brand. Choose your channels wisely based on where you expect to get the most bang for your marketing buck. Briefly explain the purpose of each channel and how it supports your overall marketing strategy and business goals. 

Want to build a more detailed plan for each marketing channel so you can bring your ideas to life? Check out our free social media strategy plan and editorial content plan templates for more information on planning by channel. 

Marketing budget

Establishing a monthly budget for your marketing plan—and tracking it along the way—helps you maximize ROI and identify wasted spend before it drains your marketing dollars. 

Start by listing any ongoing expenses you have so you know what you can afford to spend on new initiatives. Then do your best to estimate any new costs you expect in the coming year. Don’t forget to account for any new hires, freelance workers, or third-party agencies you might need to rely on to get the work done. 

Not sure where to start? We’ve got you! Here are a few examples of how you might structure a marketing plan so you can easily start writing your own. 

Your marketing plan may shake out differently depending on the industry you work in or the goals you’re focused on. Use these marketing plan templates and samples as a guide to jumpstart the process and come up with a marketing plan structure that works for you. 

Google Docs marketing plan template and example

The most common way to create a marketing plan is simply to write it out as a text document. This format enables you to freely elaborate on any research findings you gathered during discovery, while also making a clear case for the marketing goals you’ve set for the year.

We put together a free Google Docs marketing plan template to help you save time so you can get your planning process off the ground faster. This marketing plan example is perfect for documenting and sharing the full scope of your strategic marketing plan with your team and stakeholders.

marketing program business plan example

Here’s a basic breakdown of what the Google Docs marketing plan template covers:

  • Company mission

Save a copy of the template to your Google Drive or download it as a Word document, and customize it to fit your own strategic marketing plan needs.  ‍

Use template in Google Docs

Gantt chart marketing plan template and examples

A plan’s no good if you set it and forget it. That’s where a gantt chart comes in handy. Use this free gantt chart marketing plan template to track your strategic marketing plan all the way to success. 

A gantt chart is a great way to lay your marketing plan out in a simple, visual timeline that’s easy to update as work progresses. It gives you a high-level view of your plan’s major goals and strategies, while enabling you to collaborate on and share your plan with your team and stakeholders.

How you use a gantt chart to put your plan into action is up to you. Build a timeline for the tasks you need to complete as you develop your marketing plan, like the example below. 

marketing program business plan example

Once you’ve fleshed out the details of your marketing plan, you can use a gantt chart to define and track your strategic marketing goals. For example, you could break your marketing plan down by quarter to show when specific objectives will come into play and update progress as you close in on your goal. Here’s how that might look.

marketing program business plan example

Use template in TeamGantt

Ready to build a strategic marketing plan of your own? 

We’ve created a free marketing plan template for you in TeamGantt so you can jump right in!

Customizing the template is quick and easy, thanks to TeamGantt’s drag and drop simplicity. And since everything’s online, your whole team can collaborate on activities in real time.

Here are a few pointers to help you get the most out of our free TeamGantt strategic marketing plan template.

Drag and drop tasks to schedule your plan

Configuring your marketing plan is as easy as dragging and dropping tasks—or entire task groups—into their new rightful place. Click and drag the edges of each taskbar to set a new task duration. 

marketing program business plan example

Communicate with comments 

Collaboration is easy with TeamGantt's discussion feature . Share documents and chat with your team directly from a task’s Comments section. Use Notes to communicate important information—like goals, target audience, and budget—at the project level. 

Have a more formal marketing plan document? Attach the file or link to your project so everyone has easy access to it.

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Exploring the best marketing plan examples for your business success.

Afruz Fatulla-zada

Introduction to Marketing Plan Crafting

When developing a marketing plan, it's invaluable to refer to real-world examples. This guide provides a collection of 12 diverse marketing plan examples, featuring both real-life brands and theoretical scenarios. These examples serve as a blueprint to shape your marketing strategies, objectives, and achievements.

marketing program business plan example

Example 1: Local Business Marketing Strategy

Baton rouge's tourism marketing approach.

The Baton Rouge tourism marketing plan focuses on elevating city-wide recognition and visitor numbers. Key aspects include:

  • SWOT analysis and target audience identification
  • Defining overall objectives
  • Strategies for leisure, meetings, and convention marketing
  • Plans for destination sales and services
  • Special projects and event promotions
  • Evaluation and event calendar setup

Example 2: Strategic Marketing in Public Sectors

Naperville park district’s comprehensive plan.

This strategic plan covers various departments, from sales to PR, aiming to unify the brand image and boost revenue.

marketing program business plan example

Components include:

  • Organization overview
  • Situation analysis
  • Strategy formulation and tactical approaches
  • Public relations initiatives
  • Addressing marketing budget constraints
  • Concluding remarks

Example 3: Marketing Framework for Libraries

Wisconsin public library systems’ template.

This template guides libraries in planning, executing, and assessing marketing endeavors:

  • Starting with an introduction
  • Audience research and segmentation
  • Defining product and service offerings
  • Competitive analysis
  • Setting and achieving measurable goals
  • Implementing and refining the marketing plan

Small Business Marketing Plans

Example 4: agricultural extension service’s model plan.

Offering a hypothetical brand as an example, this plan illustrates the essentials of a successful marketing strategy:

  • Initial market research and analysis
  • Setting marketing and financial goals
  • Developing diverse marketing strategies
  • Exploring the marketing mix
  • Budget considerations and market response evaluation

Example 5: University of Illinois’s Student Attraction Plan

Aiming to increase student interest, this plan provides:

  • Contextual background and admissions funnel stages
  • Upcoming market research strategies
  • Objectives, detailed marketing programs, and success metrics

Harnessing Technology in Marketing Strategies

Example 6: coschedule’s strategic template.

This guide includes steps for formulating a marketing strategy with elements like:

  • SWOT analysis and marketing persona development
  • Budget planning
  • Brand voice definition
  • Marketing funnel, goals, and tactics
  • Channel strategies and performance metrics

Example 7: Evernote’s Marketing Plan Template for Businesses

Evernote provides a template for businesses to consolidate their marketing ideas:

  • Overview and timeline establishment
  • Conducting thorough research
  • SWOT analysis
  • Setting clear goals and objectives
  • Developing buyer personas
  • Calendar planning and performance evaluation

Example 8: Buffer’s Content Marketing Strategy

Buffer's template guides businesses through crucial content marketing steps:

  • Goal setting and outlining
  • Defining product/service and audience personas
  • Competitor analysis
  • Content inventory and evaluation
  • Workflow management and promotional tactics

Example 9: Dream Team’s Book Marketing Strategy

This plan outlines the steps for marketing a book, focusing on:

  • Business objectives and key metrics
  • Ultimate goals and channel selection
  • Process and workflow for content creation
  • Optimization and next steps

Example 10: Contently’s Content Strategy Approach

Contently’s template emphasizes a content-focused marketing strategy:

  • Setting content objectives and KPIs
  • Target audience identification
  • Channel strategies and resource allocation

Example 11: AddThis’s Comprehensive Marketing Plan Template

AddThis offers a detailed template covering:

  • Executive and mission statements
  • Defining the target market and buyer personas
  • Marketing objectives and performance metrics
  • Strategies for pricing, distribution, and promotion
  • Budgeting considerations

Example 12: Palo Alto Software’s Business Plan Integration

Palo Alto Software integrates marketing into its business plan with elements like:

  • Opportunity assessment and execution planning
  • Company overview
  • Financial planning and optional appendix

Visual Insights: Crafting an Effective Marketing Plan

To complement our detailed overview of marketing plan examples, the following video offers practical insights into creating a successful marketing strategy. This tutorial, provided by [insert video creator's name or channel], breaks down key elements of a marketing plan, offering valuable guidance for businesses of all sizes. Watch the video here for a comprehensive understanding:

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Beginner’s Guide to Developing a Marketing Program (Infographic)

Spend a little time on the Brafton.com blog and you’re sure to find our experts talking at length about marketing plans, marketing strategies and even marketing frameworks. We think about marketing day in and day out. We chat about it in the break room. Some of us have even admitted to having dreams about it.

Simply put, we’re big fans of marketing in all its forms. 

But in all our fanfare, we noticed we haven’t yet discussed one key element of this topic: the all-important marketing program. Today, we’re here to rectify that.

Marketing Program infographic

What is a Marketing Program?

A marketing program is all the people, processes, technologies and activities involved in making connections and building relationships to achieve an end goal. In both business-to-business (B2B) and business-to-consumer (B2C) markets, that end goal is to engage potential customers and improve sales of products and services.

But that’s not all. Technically, a marketing program can and should be bigger than sales.

Case in point, ever see the film “No”? It’s based on events that took place in Chile in the 1980s.

Then-dictator Augusto Pinochet agreed to a referendum whereby the people could choose if they wanted to hold democratic elections. A vote of “yes” meant he would stay in power. “No” meant the country would get to elect its next leader.

Although there was no social media or email marketing approach to influence consumer behavior — or, in this case, voter behavior — the participants used more traditional marketing and social science techniques to their advantage. In the weeks leading up to the vote, each side got 15 minutes of TV advertising time every night. While the Pinochet camp took to fear-mongering about how the country would be plunged into despair without him, the naysayers portrayed a positive future replete with new opportunities.

Spoiler alert: The people of Chile voted “no,” which is why the country is now a democracy.

If marketing can contribute to that, then surely a solid marketing program can do something for your business.

But Do You Need a Marketing Program?

Here’s the truth: You probably already have a marketing program.

Technically, any attempt to build a relationship with the end goal of selling something is marketing — whether it’s a political ideology or an umbrella. In fact, we don’t really see how you could sell something without marketing and communications.

However, some marketing programs are better than others. And some marketing programs are so lousy and disorganized that they’re injustices to the word “program.”

As marketers, we should collectively strive to create well-structured, goal-oriented programs that make the most of the resources available to us. Of course, these days, those resources are broad, complex and incredibly varied — which means any self-respecting marketing strategy needs to be omnichannel. That means you can’t just create an email marketing roadmap and call it a day; you need a solid plan that encompasses all channels and includes considerations for each one’s unique ecosystem. Perhaps more importantly, this marketing strategy needs to be able to adapt to new channels as they appear, helping guide you through the ever-changing worlds of social media, market research and consumer behavior. 

In other words, yes, you do need a marketing program. But more to the point, you need an effective marketing program.

What Makes an Effective Marketing Program?

An effective marketing program is the one that achieves your business goals as cost-effectively as possible.

Most successful marketing programs have two things in common:

1. Talented Marketing Professionals

Marketing professionals are your boots on the ground. They handle marketing research, learn about consumer behavior, brush up on social science topics and generally help you navigate the fast-changing world of brand storytelling.

Of course, no single marketing expert can do all this alone. Instead, they rely on each other to create an interwoven team of creative, strategy-minded professionals, including:

A Marketing Program Manager

marketing program business plan example

You might also call them a marketing director, a chief marketing officer or, if you’re in a really small business, the CEO. This person is responsible for coordinating marketing activities at the highest level. In other words, they develop the overarching marketing plan.

They need to understand the business goals and the barriers to achieving those goals. This includes having a solid sense of the political, economic, social and technological landscape. We call this PEST. They also need to understand their brand’s strengths, weaknesses, opportunities and threats (SWOT).

In addition to SWOTing PESTs, your marketing program manager advocates for a budget. That could be easy or very difficult depending on the organizational structure.

A Marketing Strategist

marketing program business plan example

A marketing strategist works with marketing directors or program managers to develop a marketing strategy that achieves the business goals. They’re responsible for bringing data-driven marketing proposals to the table.

Marketing strategists are very near the top of the marketing food chain, so to speak. And while they don’t want to get too in the weeds, they need to be well-versed in marketing best practices and have a finger on the pulse of all things marketing technology.

As such, these experts usually have an MBA, a marketing major from a respectable college or university or a heck of a lot of experience. (Especially in the frontier that is digital marketing, many of the most prolific marketers learned by rolling up their sleeves and doing the job themselves.)

Marketing strategists should also be collaborating with sales managers. We can’t stress this enough. The insights provided by sales teams to marketing professionals can go such a long way toward refining what approach marketers take as they attempt to build messaging that relates to their target audience and yield desired business outcomes.

Finally, marketing strategists are on the hook for tracking the success of their campaigns and demonstrating ROI to their higher-ups (or to the client, if you’re a strategist at an agency).

Project Managers

marketing program business plan example

Project managers are principally concerned with overseeing the execution of marketing campaigns. This includes collaborating with strategists and marketing managers regarding what resources might be necessary to actually produce the content for a marketing campaign.

But PMs straddle the line between strategy and production. They need to be able to clearly convey strategy to the content creators, advertisers, writers, designers, consultants and developers who will actually be doing the bulk of the work. They also need to coordinate these activities, and ideally, make sure that they’re all on budget, on time and on point.

A Production Team

marketing program business plan example

By this, we mean the people who execute the project in order to achieve the strategic marketing objectives. This typically includes writers, designers, videographers, consultants and developers.

Marketing programs might use some combination of in-house talent, freelancers, contractors and agency help. Of these options, in-house and agency models tend to be preferable from a quality control standpoint. While freelancers and contractors may come with a lower price tag, it’s more challenging to really embed them into the team.

That said, which option you choose will ultimately come down to the nature of the project, your budget and how much time your in-house marketers actually have. Working with an agency, for example, is nice because — in addition to creative and technical talent — you get access to their strategists, who can help develop data-driven marketing strategies.

2. Some Sort of Marketing Framework

The second thing that every marketing program needs is a solid marketing framework that helps them execute their marketing plan.

First, let’s clear something up.

Your marketing plan is your bigger marketing strategy, as determined by your high-level marketing managers.

Your marketing framework is your structural representation of how that plan is implemented.

marketing program business plan example

A lot of it is semantics. But the point is, you need a structured approach to executing your marketing plan, and we have a favorite:

The Inbound Marketing Framework

Otherwise known as the sales and marketing funnel ( or pull marketing ), the inbound marketing framework is a model for digital marketing that automates the flow of leads to your sales team. It relies heavily on content marketing and search engine optimization for success to move leads and prospects through the customer journey.

At a high level, the framework can be broken down into a few key phases:

Lead Generation

You might also call this phase brand awareness. At the risk of splitting hairs, awareness is basically just generating traffic to your site, whereas lead generation is about sparking a relationship with that traffic by capturing an email address.

The tactic is mostly the same for both: You’re using blog posts, videos, infographics, tips and tricks and other content that’s actually useful to your target audience and adds value to their day.

If your audience likes what they see, they may be enticed to sign up for your newsletter, or perhaps download an asset that pertains to whatever it is they’re reading. For example, here’s a template we created to help companies build their own marketing framework:

marketing program business plan example

The other part of lead generation is making sure that your website is optimized to perform on search. This requires conscripting consultants and developers to nail technical SEO elements like:

  • Page speed.
  • Schema markup.
  • Site health.
  • User experience (UX).

It also entails optimizing content such as your blog posts, landing pages, etc. so that it’s all discoverable via search.

For instance, at Brafton, our strategists anticipate what our target audience searches for by performing keyword research with tools like SEMrush. We map high-volume keywords to the top-performing content on the web, analyze that content and then create better content.

The goal is to pull traffic away from our competitors’ sites and onto our own.

And for that, we have an internal content marketing program that calls upon the talents of strategists, project managers, writers, designers, videographers, consultants and developers — all of whom are provided with the technology they need to execute their respective activities.

Lead Nurturing

At this phase, you have a lead, and now you need a way to drive them deeper into the funnel.

How? By promoting useful content straight to their email inbox and on social media. Some examples of lead-nurturing content include:

An Email Newsletter:

marketing program business plan example

Original Research:

marketing program business plan example

Other viable lead-nurturing tactics include white papers, infographics, video animations and other content that will demonstrate your brand’s value, and ultimately convert a lead into a prospect.

Sales Enablement

By sales enablement, we really mean bottom-of-funnel content that helps drive sales. This might include:

Case Studies:

marketing program business plan example

Video Testimonials:

Product or Service Demos:

Other sales enablement content is entirely internal. For instance, a slide deck that indexes all of your customer success stories that your sales teams can refer to in preparation for prospect meetings.

Customer Loyalty and Brand Advocacy

There are two core objectives of this final stage of the inbound marketing framework:

  • Improve customer loyalty with FAQ pages, product tutorials and other content that will improve their experience with your brand.
  • Turn loyal customers into brand advocates by recruiting them for video testimonials and case studies and encouraging them to provide positive feedback on social media, online business directories and review sites.

Great People + A Strong Foundation = A Great Marketing Program

People are at the heart of marketing in more ways than one. They’re the creators as well as the ones who benefit from the creation; they are the teams who build your marketing strategy and the potential or current customers who see it in action and, as a result, decide to engage with your brand. That’s why people are the first thing you need for any digital marketing or content marketing strategy.

Every marketing program starts with knowledgeable people who can help you track ROI, implement a framework that is best suited to your marketing plan , develop winning strategies and deliver content that achieves your goals — whether that’s to oust an autocrat or just improve your bottom line.

The second thing you need is a strong foundation. That means you need to have the consumer behavior and marketing research data to drive your decisions. However, perhaps more importantly, you also need the flexibility to adapt to new marketing channels and find new ways of leveraging existing ones.

Oh, and one more thing: You need a little inspiration, too. Luckily, there’s plenty of that to go around. Subscribe to our newsletter for all the tips and tricks you need to support your people, create a strong foundation and become a marketing leader in your industry (and maybe even the world). 

Editor’s Note: Updated June 2022.

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By Dominick Sorrentino

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50 Excellent Marketing Plan Examples to Model and Modify

Every business that wants to boost brand awareness and generate more leads needs a solid marketing plan. Businesses that fail to document a plan are much less likely to achieve their desired results. In fact, CoSchedule reports that marketers who document their strategy are  313% more like to achieve their marketing goals . 

To help you create your own marketing plan, we’ve created this list of 50 effective marketing plan examples that showcase the key elements necessary to guide your marketing activities. Many of the examples include fundamental information like market research , while others focus on niche use cases like content marketing , social media , or email marketing . You’ll find a lot of valuable information to help you understand the key concepts, as well as a number of free marketing plan templates you can customize to suit your brand’s needs. Note that the 50 marketing plan examples below are listed alphabetically; otherwise, they’re not ranked or rated in any way.

Adidas

Benchmarking other leading brands when conducting marketing research allows you to determine how you stack up to your biggest competitors. This strategy overview from Adidas provides an excellent high-level overview of the company’s approach to business. You’ll also find a link to additional strategy resources at the bottom of the page.

Why It Works : A marketing plan should be closely aligned with high-level company goals and priorities.

Aha!

Aha! Is a leading roadmap and project plan software suite with an intuitive drag-and-drop interface. While the Aha! platform can be used to create a marketing plan, they also include links to several Excel and PowerPoint templates on this page. You’ll see many nice examples of ways to visualize marketing information in Aha! that can help when launching your own initiatives.

Why It Works : Data visualization is a valuable resource to use when planning, launching, and reviewing marketing plans.

Bronto

This 20-page marketing plan template describes a B2B email campaign for a fictitious company called Bronto. We like this template because it’s focused on email marketing, allowing you to outline the specific steps for organizing and running an email campaign without being too cluttered with plans for other marketing channels. The worksheets at the end of the document can help you plan additional details and collect market data.

Why It Works : Each marketing plan should include clear steps for each major project milestone.

Buffer

Content marketing is a major priority for many businesses these days, and this step-by-step guide can help you create a solid content marketing plan. This post shares 21 steps and begins with creating a basic outline to define your content marketing goals. Starting with small concepts and then scaling up your ideas into a full plan can keep the process from becoming too overwhelming.

Why It Works : Starting the planning process with clear goals can help reduce distraction.

5 . Business.com

@businessdotcom

Business.com

This small business marketing plan guide from business.com is nice because it explains why a marketing plan is important for business success. Having some of this background information can really help if you are a beginner at launching formal marketing campaigns. There are several types of marketing plans described in the guide, giving you a lot of flexibility for choosing the elements that match your own priorities.

Why It Works : A complete marketing strategy can be comprised of multiple, individual plans.

6. BusinessTown

@1businesstown

BusinessTown

The BusinessTown website is maintained by author and serial entrepreneur Bob Adams and includes some excellent small business resources. This guide will show you how to create a multichannel marketing plan with a budget of $2,000. The post uses a fictitious landscaping business as the example content takes you through the entire process including budgeting for each step.

Why It Works : A marketing plan should be comprehensive but also practical and easy to implement.

@CFI_education

CFI

The Corporate Finance Institute (CFI) maintains a large resource library of useful business content and templates. This page takes a close look at marketing planning from a financial point of view. Market segmentation is covered along with budgeting and the creation of a suitable marketing mix for your product or service offering.

Why It Works : Defining a marketing mix is a crucial step in any formal marketing plan.

8. Chief Outsiders

@chiefoutsiders

Chief Outsiders

Chief Outsiders offers fractional CMO (chief marketing officer) services to businesses of all sizes. Sharon Spooler, one of the Chief Outsiders, has written this go-to-market (GTM) planning guide for launching a new product or service. The 4-step process defined in the post has been created by Chief Outsiders and aims to keep a marketing team focused on benefits, not features.

Why It Works : Many companies focus on product features, but benefits are what really matter to consumers.

9. Content Marketing Institute

@cmicontent

Content Marketing Institute

One-page plans are an excellent way to focus your team on the essential priorities of a marketing initiative. This post, by George Stenitzer, presents a one-page marketing plan as the perfect place to start when sharing your ideas. A marketing plan of any size should include a description of the company’s growth strategy including profit targets and how this growth will be achieved through marketing.

Why It Works : Starting with a 1-page marketing plan can help you gain early buy-in from stakeholders.

10. Contently

Contently

Developing a content marketing strategy for a book launch requires some unique considerations. This detailed marketing campaign example from Contently includes a content strategy waterfall graphic and an explanation of how to create clear objectives and metrics. A data-driven approach to content marketing is recommended to ensure that you’re making progress.

Why It Works : Standardized workflows make a marketing plan more functional.

11. CoSchedule

@coschedule

CoSchedule

CoSchedule is a complete marketing management platform that includes a calendar and suite of business tools. This 12-chapter guide was recently updated in February of 2022 and introduces many critical marketing processes. The guide is also available as a 25-minute audio track for listening on the go, and chapter 9 includes 25 excellent marketing tactics that you can try.

Why It Works : Setting clear success criteria for each marketing tactic makes it easier to learn and adjust your plan.

Credo

The digital marketing service provider Credo has been in business since 2013 and has some deep expertise in marketing management. This blog post explains the benefits of creating a formal marketing plan and how to define your goals. The post concludes with an important reminder to track your results to identify the best-performing strategies.

Why It Works : Marketing plans should be quickly tested and adjusted based on performance.

13. Disruptive Advertising

@disruptiveads

Disruptive Advertising

Disruptive Advertising offers paid advertising and lifecycle marketing services. This example marketing plan uses the concept of Russian nesting dolls to describe how a marketing plan should be constructed. The key takeaway from this informative post is that each aspect of your marketing plan can be scaled as needs change.

Why It Works : A marketing plan should not be static and can be adapted to changing needs.

14. Evernote

Evernote

The productivity platform Evernote is known for helping individuals and businesses organize their work. This marketing plan template provides all the basic structure needed to develop a complete campaign. Explanations are included throughout the document to help you fill in sections such as Buyer Persona, Research, and Goals & Objectives.

Why It Works : Using a marketing plan template can save a lot of time when getting started.

Forbes

The Forbes contributor Dave Lavinsky, shares 15 core sections that should be included in a marketing plan. Each section has a paragraph explaining what the information is for and how to develop your own. A link to a marketing plan template is also shared at the beginning of the post if you need a structured framework to capture ideas.

Why It Works : Marketing plans can be customized but you should almost always start from a template.

Foundr

This recently updated guide from Foundr shares a 6-step process for creating a marketing plan from scratch. The process begins with defining your marketing goal and selecting key performance indicators (KPIs) for measuring campaign success. Your goals can always be updated at a later time, but they function as a filter through which all marketing decisions should be made.

Why It Works : Start a marketing plan with crystal clear goals to increase your chances of success.

G2

This marketing plan guide from G2 includes detailed steps for building your own plan. In the post, you’ll see the four main sections of a marketing plan outline including situation analysis and a company overview. There are a lot of helpful examples presented in each section with tips for how to conduct your own market research.

Why It Works : Each marketing plan should include a detailed customer profile.

18. Get2Growth (Starbucks)

Get2Growth (Starbucks)

Get2Growth is an agile marketing company that provides training, planning, and other professional services. This 1-page marketing plan uses information from Starbucks to create a complete structure for defining an audience, strategies, and activities. Presenting this information on a single page keeps the planning process from becoming overly complicated.

Why It Works : A one-page marketing plan that defines a target audience can be a valuable resource.

19. Houghton Mifflin

Houghton Mifflin

This sample marketing plan is taken from a larger textbook published by Houghton Mifflin and includes has some excellent commentary to help explain the concepts. The 11-page PDF explains the marketing plan for a company called Star Software Inc., including a complete environmental analysis. This example offers detailed explanations for each section.

Why It Works : A formal marketing plan should include enough description to clarify key points.

20. HubSpot

HubSpot

This resource from HubSpot includes a downloadable marketing plan template. An interesting focus of this example is a description of marketing technology. Included with the template are questions that guide you through the process of defining your strategy.

Why It Works : Technology should be defined and budgeted in your marketing plan.

21. Kiss My Biz

Kiss My Biz

Jennifer Mattern runs the site Kiss My Biz and shares this one-page marketing plan guide on her website. The basic information presented in this post is timeless and includes everything you need to create the first draft of a marketing plan. She also recommends summarizing your top 3 competitors so you can define the unique value of your product or service.

Why It Works : Use competitive analysis to identify unique points of value for your business.

22. Leadpages (Lyft)

Leadpages (Lyft)

This blog post from Leadpages explains how the ride-share company Lyft differentiates its business from Uber and other competitors. You’ll find some excellent examples that compare Lyft to Uber, using screenshots to explain how Lyft marketers execute their plan. There’s a link to a checklist at the end of the post that you can use to check your own marketing plan against the “Lyft Formula.”

Why It Works : A marketing plan can reference screenshots or a brand style guide to communicate specific tactics.

@lushcosmetics

Lush

This marketing plan from cosmetics brand Lush is published on the Calameo platform and is an interactive and beautifully designed document. A plan that is professionally presented is an excellent resource for your company and can be used with business partners and even customers. Market research is the main theme of this 33-page document, and lots of great data is included.

Why It Works : A professional, well-designed marketing plan can be a valuable resource itself for communicating brand value.

24. Marketing Mixx (Dell)

@marketingmixx21

Marketing Mixx (Dell)

Marketing Mixx is an international marketing information site with tips for managing advertising, brand equity, and marketing plans. This page includes a basic marketing plan for the computer and electronics manufacturer Dell Inc. The authors have used actual company data from Dell to present a clear overview of marketing activities including the target market and major industry trends.

Why It Works : When benchmarking companies, always reference actual business and industry data.

25. Massachusetts SBDC

@msbdcnortheast

Massachussetts SBDC

The Massachusetts Small Business Development Center (SBDC) supports the needs of companies throughout the northeast. Their marketing plan template includes all the basic information you might expect, such as market demographics and product distribution channels. The authors have also included blank sections following each major part of the outline so you can fill in your own notes.

Why It Works : When creating marketing plan templates for your team, always leave space for notes.

@Mayple_com

Mayple

Mayple is a leading platform for connecting businesses with marketing expertise. This free marketing plan template from their website has been updated for 2022 and includes a budget calculator and smart tables. You can download the template and use this blog post as a handy guide while completing the forms.

Why It Works: A spreadsheet template can save significant time when calculating marketing costs and financial projections.

27. MBA Skool (NBA)

MBA Skool (NBA)

MBA Skool shares advice that covers many marketing topics including competitive analysis and marketing mix. This post uses the National Basketball League (NBA) as an example while defining a product strategy and marketing mix using the 4 Ps framework . The 4 Ps define the product, price, placement, and promotion for your offering.

Why It Works : The 4 Ps (Product, Price, Place, Promotion) is a helpful tool for defining a marketing mix.

@mondaydotcom

Monday

Monday.com offers this marketing template for capturing all details of your company’s strategies and project plans. The template can be used on the Monday platform and is an excellent team resource. Many visual charts such as Kanban boards and timelines are included, making it easy to share the details of your marketing plan with others.

Why It Works : Visualizations are an excellent way to present marketing materials to internal or external parties.

29. More Business

@morebusinesscom

More Business

More Business has many how-to guides and templates for starting and managing a business of any size. This marketing plan is divided into 7 sections and includes many examples along the way. You can use this guide to create your own marketing plan from scratch or identify any sections that may be missing.

Why It Works : A professional marketing plan should begin with a thorough outline.

33. Nancy and Kivi

Nancy and Kivi

This 1-page marketing template is taken from the Total Focus Marketing Plan Workshop developed by consultant Kivi Leroux Miller. It’s a minimalist example, including a short description for each of the 10 sections presented. Questions are used to guide the reader as they complete their own marketing plan.

Why It Works : When creating your first marketing plan, focus on simple templates and core concepts.

31. Naperville Park District

@NaperParks

Naperville Park District

This marketing plan example comes from the Naperville Park District and includes their complete 3-year strategic plan. Over 79 pages, this document covers all aspects of the Naperville Park strategy in great detail. Businesses in the public or educational sectors could benefit greatly from taking some cues from this strategic marketing plan.

Why It Works : Organizations and entities that manage complex businesses often benefit from drafting a thorough strategic plan.

32. NerdyMind

@nerdy_mind

NerdyMind

NerdyMind is a digital marketing agency that focuses on providing practical solutions. This marketing plan example is focused on digital marketing strategies. The post, by Mary Merritt, begins and ends with a review of marketing costs and budgeting.

Why It Works : A marketing plan should always contain a clear explanation of the budget for each initiative.

33. ProductPlan

@productplan

ProductPlan

ProductPlan is a roadmap software that is used to create interactive team project plans. This post shares a marketing plan example from their own platform and explains why you should always customize and streamline your own approach to marketing. A template can be helpful, but you don’t want to include parts of a marketing plan that you will never use.

Why It Works : When creating a plan, focus on the sections most relevant to your current marketing priorities.

34. ProfitWorks

@slideshare

ProfitWorks

Slideshare has a massive collection of example presentations from individuals and brands around the world. This short presentation from Profitworks, a Canadian small business service, explains the brand architecture and marketing mix for the company. The information includes only a portion of the complete marketing strategy but is enough to give you a nice overview.

Why It Works : A marketing plan can be shared in presentation format for easy viewing.

35. QuickMBA

QuickMBA

QuickMBA is a general business knowledge base with categories dedicated to topics like marketing, accounting, and strategy. This marketing plan outline includes 8 sections and an appendix. You won’t find too much detail here, but this is an excellent outline to modify for your own use.

Why It Works : Starting a marketing plan with an outline helps identify the resources and expertise needed for your project.

36. Semrush

Semrush

Semrush is a popular SEO and content marketing platform with valuable online tools. This post explains how to construct a marketing plan using milestones and KPIs to manage progress. The author also explains the difference between a marketing strategy and a marketing plan and includes many examples.

Why It Works : There are several marketing plan formats including an executive summary, 1-page plan, and long-range plan. Choose the format that works for your brand’s needs.

37. Serena Capital

Serena Capital

This blog post describing a SaaS marketing plan was published by Sebastien Le Roy of Serena VC on Medium. A few of the plans we’ve presented are focused on particular niches, such as SaaS, which can be helpful for similar types of businesses. Sebastian recommends auditing acquisition channels early in the process to identify which channels to focus on.

Why It Works : It’s helpful to focus your marketing efforts on channels that perform best over time.

38. Shopify

This resource from Shopify breaks a marketing plan down into the key elements and provides an example from each. With detailed explanations of each element and why it’s important, from your executive summary to your SWOT analysis and budget breakdown, Shopify walks you through every step in the process of crafting an effective marketing plan.

Why It Works: Breaking it down section by section allows you to focus on fully covering each element before moving on to the next.

39. Small Business Trends

@smallbiztrends

Small Business Trends

This post from Small Biz Trends includes two 1-page marketing plans that can be downloaded as Microsoft Word documents. Each template includes a blank version and one that is mocked up with sample data. These templates don’t include a lot of extra information and are useful for getting started quickly.

Why It Works : Marketing plan templates that include sample data can be easier to fill out.

40. Smart Insights

@smartinsights

Smart Insights

The team at Smart Insights created this free digital marketing template to help businesses define their key activities. Using the company’s RACE (Reach, Act, Convert, Engage) framework, the guide explains how to create a marketing campaign that gets results. You can access the fully integrated guide by simply entering your email address.

Why It Works : A marketing plan should always include sequential steps for key processes.

41. Smartsheet

@Smartsheet

Smartsheet

Smartsheet is a work collaboration solution that turns standard spreadsheet features into powerful team communication tools. This detailed marketing plan is presented as a PDF and includes 21 pages of information. Many marketing tools are provided in the document, such as 5C analysis, SWOT, and marketing mix (the 4 Ps).

Why It Works : Market analysis tools such as SWOT and 5C help you visualize and manage your market research data.

42. Teamgantt

Teamgantt

Teamgantt is a team productivity platform with capabilities that go far beyond traditional Gantt charts. Dozens of templates are available on the website, including a tactical marketing plan, marketing schedule, and social media strategy plan. This strategic marketing plan is built for Google Docs and creates a complete workspace where you can create a complete plan.

Why It Works : Building a marketing plan in a spreadsheet program makes it easier to design charts and schedules.

43. University of Baltimore

University of Baltimore

This example marketing plan focuses on a fictitious company, General, that will be launching a new product called the Spree watch. Basic information is defined such as objectives, marketing strategies, and contingency plans. The financial appendix is particularly useful and includes two income statements for product pricing scenarios at $45 and $50 per unit.

Why It Works : Financial projections should accompany a marketing plan to provide profitability and ROI projections.

44. University of Illinois

@UofIllinois

University of Illinois

Many colleges and universities share their strategic plans publicly to promote transparency and involve active members of their staff and student body. This marketing plan for the year 2021 is presented by the Office of Undergraduate Admissions and explains how the university will attract new undergraduate students. You’ll find detailed metrics, charts, and definitions within the 40-page document, giving you an excellent example of a complete marketing plan.

Why It Works : Colleges and universities often share their marketing plans publicly and are an excellent resource to model.

45. University of Tennessee

@UTKnoxville

University of Tennessee

This marketing plan on the Scribd website was developed with the Agricultural Development Center at the University of Tennessee. Example data for a company called Heavenly Pies is included, and tips are provided to help you navigate the material. This is a great plan to review for basic definitions of common marketing strategies and tactics.

Why It Works : Definitions should be included in a marketing plan template to describe each section.

46. Venture Harbour

@VentureHarbour

Venture Harbour

If you’re looking for a simple step-by-step plan for creating a marketing plan, this post from Venture Harbour may be the perfect resource to bookmark. This example uses a growth market marketing framework adapted from agile business practices. This approach to marketing relies on shorter plan development cycles with multiple points of review and adjustment instead of targeting a massive marketing campaign launch.

Why It Works : Launching micro-marketing strategies is an efficient way to test new market ideas.

47. Visit Baton Rouge

@visitbatonrouge

Visit Baton Rouge

Baton Rouge is the capital of Louisiana and, like most cities, spends a significant amount of time on marketing. With nearly 40 pages of information, this marketing plan is an excellent example of a complete strategy document. The SWOT included in this 2019 plan is highly detailed, and you may find some helpful examples for conducting your own situational analysis.

Why It Works : A SWOT analysis is an excellent way to present situational data from market research.

48. Vital Design

@Vital_Design

Vital Design

Vital Design provides web design and digital marketing services for businesses worldwide. This guide explains how to structure a marketing plan and incorporate an SEO strategy. An important practice when creating a plan is collecting and explaining market research to support your conclusions.

Why It Works : A marketing plan should educate your staff and strategic partners.

49. Wisconsin Public Library

@wisconsinlibs

Wisconsin Public Library

The Marketing Cohort from the Wisconsin Public Library Systems has created this marketing plan template that places a high priority on the process. The fourth page of the document explains the “cycle of true marketing” with 12 steps for organizing your plans. These authors also recommend taking a 3-phase approach to developing a plan, starting with basic and moving to intermediate and advanced.

Why It Works : Starting with a basic marketing plan is a helpful way to create a strong project baseline.

50. Wyoming SBDC

Wyoming SBDC

The Wyoming Small Business Development Center (SBDC) created this marketing plan template for small businesses that need help defining their business practices. Multiple Microsoft Excel worksheets are embedded in the document so you can easily add your own data. Key sections include competition analysis, sales forecasting, and budgeting.

Why It Works : You will likely need both typed documents and spreadsheets to capture your marketing plan.

Creating an effective marketing plan is a big undertaking, but these examples will help you craft a comprehensive plan that covers all the essentials and guides your team to success. The good news is that not all marketing strategies require tons of hands-on effort. Installing social media share buttons on your website or blog, for example, allows your visitors to do some of the heavy lifting for you by sharing your valuable content on their favorite social media platforms – and they can do so with just a single click.

About ShareThis

ShareThis has unlocked the power of global digital behavior by synthesizing social share, interest, and intent data since 2007. Powered by consumer behavior on over three million global domains, ShareThis observes real-time actions from real people on real digital destinations.

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Marketing Program Examples in a Business Plan

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  • Advertising & Marketing
  • Business Marketing Plans
  • ')" data-event="social share" data-info="Pinterest" aria-label="Share on Pinterest">
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How do I Write a Three-Year Business Plan?

What is a short-term marketing plan, what are the key elements of a business plan.

  • Commercial Marketing Strategy
  • What Are Long-Term Goals for Starting a Business?

You may be a free spirit, but you probably wouldn't jump in your car and embark on a cross-country road trip without planning - planning your route, the stops along the way, where you'll stay, and what you'll do - once you arrive at your destination. Planning will keep your trip on track, reduce confusion and surprises and help you enjoy the ride. It's much the same way when you start a business with a marketing plan. It will help you stay on track so that you can stay focused, as it prompts you to refine your market position, identify your ideal customers and develop the right message and methods to reach your customers. Apart from your business plan, the marketing plan is the most important document you will ever create. You'll probably refer to it regularly - as you should - and you'll update it once a year - as you must - considering how quickly new marketing channels are being developed. Starting a business is a journey, too, so begin your journey with a solid understanding of the role that a marketing plan plays and its relationship to the business plan.

Grasp Marketing and Business Plan Know-How "> Grasp Marketing and Business Plan Know-How

Most small-business owners write a business plan first, sometimes because they are required to do so, as part of as a condition for securing a loan or grant, so that they may start their business. If you've already drafted your business plan, then you already know how wide-ranging this document can be. Entrepreneur magazine calls it “the U.S. Constitution of your business” because it:

  • “Spells out what your business is about – what you do and don't do, and what your ultimate goals are. The business plan encompasses more than marketing. It can include discussions of locations, staffing, financing, strategic alliances and so on. It includes 'the vision thing,' which are those resounding words that spell out the glorious purpose of your company in stirring language.”

It might help to think of a marketing plan as a “state constitution” because its focus is similarly narrow; it doesn't concern itself with any other department in your business other than the state of the marketing department. As Business.com explains:

  • “At its core, a marketing plan helps you actualize what market needs your product or service is meeting, how your product is different from competitors and who your product or service is being marketed to. Marketing plans also serve as a road map for sales strategy, branding direction and building your overall business. A major benefit of drafting a marketing plan for your company is thinking critically about your business, its goals and how you can achieve them.”

Never an organization to mince words, the U.S. Small Business Administration delineates the two plans by stating the following:

  • “Your business plan should contain the central elements of your marketing strategy. Your marketing plan turns your strategy into action.”

Embrace a Thorough and Sensible Marketing Plan Sample "> Embrace a Thorough and Sensible Marketing Plan Sample

Many small-business owners, who are understandably eager to launch their business, become impatient to know the following two things:

  • Which topics should the marketing plan include?* How long will the plan take to write?

You can see how the answer to one question influences the answer to the other. Someone may hand you a scant, five- or six-step marketing template that overlooks some crucial steps that you will almost certainly be confronted with – and this would likely be sooner rather than later. Then again, you may stumble upon an onerous template in a management book that contains several dozen steps.

The following marketing plan sample strikes a sensible balance with 12 thorough and pertinent steps. Assuming that you involve all the key players in your company in creating the marketing plan, it may take you several months to write it, _“_even if it's only a few pages long,” Entrepreneur.com says.

Enjoy the Ride With This Marketing Plan Sample "> Enjoy the Ride With This Marketing Plan Sample

This reality may feel daunting. But in all likelihood, it's also temporary. Many small-business owners soon find the process of fleshing out the steps in this marketing plan sample to be clarifying and invigorating:

  • The executive summary: This is an overview of your business goals and your marketing programs. Your company mission statement: This may be paired with your vision statement, if you have one. The primary products or services: Include those products or services that will represent your core business.
  • Your “ideal customer:" This is a description that requires a blend of demographic and psycho-graphic characteristics. Your pricing strategy: This is an  explanation of your methodology for how you've set prices for your products or services. Your distribution plan: Use this method or any other the methods by which your ideal customers will purchase your products or services.
  • A competitive analysis: Include both your unique selling proposition – what sets you apart from your competitors – and who your competitors are.
  • Your sales plan and sales goals: This will require the tricky business of forecasting. Try setting one-, two- and five-year sales goals. Your fundamental marketing strategy: This should address how you intend to position your brand in the marketplace. Remember: marketing supports sales, so there must be symmetry between the two efforts. Your marketing tactics: This should flow logically from the strategy, and it should include such details as your plans for: Print: This includes newspaper, magazines, direct mail and brochures; Broadcast: This includes radio and TV; online advertising, social media, trade show appearances, strategic alliances with other companies and other initiatives.
  • Your retention and referral strategy and tactics: These are important because most small businesses exist by the “80-20 rule,” which means that they derive 80 percent of their revenue from 20 percent of their client base.
  • Your marketing plan budget: Include a detailed breakdown of what it will cost to put your marketing tactics to work.

Some parts of this plan may be easier to write than others, such as the parts that require market research. It's okay to put those parts on hold as you progress toward the steps that you can describe clearly. But by all means, do everything you can to preserve your enthusiasm for the process. Starting a business is more than a trip; for many people, a business becomes the trip of a lifetime.

  • Entrepreneur: How to Create a Marketing Plan
  • Business.com: Plan Your Marketing Like a Pro
  • U.S. Small Business Administration: Marketing and sales
  • U.S. Small Business Administration: J&K Auto Repair Marketing Plan
  • Forbes: Marketing Plan Template: Exactly What To Include

Mary Wroblewski earned a master's degree with high honors in communications and has worked as a reporter and editor in two Chicago newsrooms. Then she launched her own small business, which specialized in assisting small business owners with “all things marketing” – from drafting a marketing plan and writing website copy to crafting media plans and developing email campaigns. Mary writes extensively about small business issues and especially “all things marketing.”

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Marketing | How To

How to Create a Small Business Marketing Plan (+ Free Template)

Published February 19, 2024

Published Feb 19, 2024

Michael DeVault

WRITTEN BY: Michael DeVault

  • 1 What’s in a Small Business Marketing Plan
  • 2 How to Create a Marketing Plan in 6 Steps
  • 3 Why You Should Invest in Marketing Your Small Business
  • 5 Bottom Line

Whenever I’m tasked with launching a new small business or helping an existing business increase sales, I sit down with the owner to develop a small business marketing plan. You might be surprised how many small businesses overlook the importance of creating a marketing plan, opting instead to thrust blindly into one advertising medium or another.

Taking a few moments to familiarize yourself with the components of a small business marketing plan will help you navigate the process. It’ll also set you up to maximize your brand presence .

What’s in a Small Business Marketing Plan (+ Free Marketing Plan Template)

When assembling a plan for marketing and advertising your small business, you’ll be pulling together several diverse components from across your small business and the industry in which you’re operating. The parts of your plan may vary slightly, but overall they should include:

  • Customer personas: If you can’t identify your core customers, how do you plan to talk to them? Customer personas help you accomplish this.
  • Marketing and advertising goals: Without setting goals, how do you know what’s working? Setting trackable and achievable goals will guide your planning.
  • Unique value proposition: What sets your business apart from the competition? This is your unique value proposition, which is what drives customers to buy your product.
  • Types of marketing: Where will you market and advertise your products or services? Whether it’s on a small business website or in the local newspaper, you should consider all your options.
  • Marketing budget: How much can you afford to spend on marketing and advertising your company? Setting a realistic budget and sticking to it is key to a successful campaign.

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How to Create a Marketing Plan for a Small Business in 6 Steps

Creating a plan to launch and manage your marketing campaign is straightforward. You can create an effective plan in just six steps. See the steps below to learn more about what you’ll need to do.

Step 1: Identify Your Target Customers

You can’t do a good job talking about your product or service without knowing who you’re talking to. And you certainly don’t want to waste time and money talking to people who aren’t potential customers for what you’re selling. Think about it: If you own a landscaping company, you don’t want to advertise to people living in a condo, right? That’s where identifying your customers comes into play.

The first thing you’ll do is make a list of attributes you think your core customers share. These attributes include age, demographic information, geographic location, and general interests. You can even divvy up customers by age bracket—known as generational marketing . Here are a few key details you should identify about your customers:

  • Service area: Where do your customers live and work? Without knowing this, you won’t be able to adequately target ads to them.
  • Demographics: Are your customers predominately one gender? Maybe they fit into an age bracket. Understanding the demographics of your customers allows you to tailor a message to them.
  • Economic factors: Will customers be able to afford your products or services? You’ll need to consider the income level of potential customers and weigh that against how many people meet those criteria.

This is a good start. But gathering information about potential customers is just a start. You can go a step further with customer personas. A customer persona is a fictional “perfect customer” you create from the information you’ve gathered. The goal is to have a specific individual you’re crafting each marketing message for. Creating a customer persona is easy, especially once you’ve identified some key details about your customer.

Step 2: Set the Right Goals for Your Campaign

It may seem like a given—the notion that you should set goals for your campaign. However, many businesses fail to set proper goals in their marketing plan and, as a result, fail miserably. So what makes the “right” kind of goal? Goals for your campaign should meet four criteria:

  • Be achievable: Your goals should be reasonably achievable with the marketing tools and resources available to your business.
  • Be specific: Each goal you set should have a specific target attached to it. It’s not good enough to say the goal is to “increase sales.” Instead, specify your program will “increase sales by 20%.”
  • Be quantifiable: Even if you set a specific target, you need to be able to measure it. Your goals should be based on things you measure, such as per-ticket sales or new customer counts.
  • Be justifiable: You might set a goal to double your sales, but if doubling your sales costs more in marketing budget than profits generated, you’ve missed the mark. The finish line should justify the effort.

Step 3: Differentiate Yourself From the Competition

With millions of small businesses operating in thousands of industries, it’s a crowded marketplace. How you stand out will greatly affect how your marketing impacts people who may be looking for what you are selling. Ask yourself this question: What makes my product different and better than my competitors?

The answer to this question is your unique value proposition (UVP). Also known as a unique selling position (USP), this differentiating factor drives customers away from your competitors and to you. For example, for a catering company, a unique selling proposition might be “the best vegan food in town.”

The point of a unique value proposition is to set yourself apart from literally everyone else. This question could well be the most important question to ask yourself before opening a small business. Every business should have a unique selling position. After all, if you’re not bringing something unique to the table, why would customers choose you? Ultimately, your unique selling proposition will drive a large part of a startup marketing strategy .

Researching Your Competitors

It probably goes without saying, but in order to differentiate yourself from your competition, you’ll need to learn a little bit about the companies you’ll be competing with. That means spending time on their websites, social media profiles, and the web to understand their positions in the market, how they’re reaching customers, and their value propositions.

Competitor research provides you with insights on pricing and buyers as well as details you can use to create customer personas or help plan your advertising campaign.

Step 4: Choose the Types of Marketing You’ll Do

Armed with your customer personas, a list of achievable goals, and a unique selling position, you’re now ready to pick the kinds of marketing you’ll want to do. Since the ultimate goal is to reach as many potential buyers as possible, you’ll want to focus your efforts where you can reach the most of them.

Generally speaking, there are four types of marketing to consider. Each type of marketing requires different resources and impacts customers in unique ways. Here is a broad overview of each of the four areas:

Internal Marketing

You’ve already done some thinking about internal marketing. Internal marketing includes that unique value proposition, which is part of your brand identity . Additional components of internal marketing include:

  • Mission statement
  • Vision statement
  • Core values statement

Internal marketing shapes everything you’ll say in the rest of your marketing efforts. Start with your internal marketing positions and you’ll have a strong message to share with customers.

Online Marketing

Online marketing includes literally every activity your business undertakes online. Over the years, online marketing has become an increasingly important part of a small business digital marketing plan. This includes:

  • A well-designed website
  • Search engine optimization (SEO)
  • Online advertising through Google, Bing, and more
  • Social media marketing on Facebook, Instagram, X (formerly Twitter), and more
  • Email marketing
  • Press releases
  • Online reviews and ratings

Each of these types of marketing requires attention and planning of its own. Consider how you’ll establish a website for your small business. Will you pay someone to create a website for you? Or will you do as many small business owners do and choose to do it yourself with the help of a drag-and-drop website builder ?

Online marketing through social media, SEO, email, and a small business website requires specialized tools. These tools include data tracking and analytics, design, and more. They make up part of your marketing technology—or MarTech—stack. Learn more about how to build a MarTech stack with our how-to guide.

Offline Marketing

Not all marketing happens on the interwebs. Depending on the type of business you own and the market you’re in, you’ll probably need to invest in some offline marketing as well. Offline marketing includes those “traditional” types of advertising like newspaper and print ads, as well as some of the newer practices, like vehicle wraps.

While it’s true offline marketing plays a lesser role than it has in the past, it’s nevertheless important to consider what resources you want to devote to this medium. Billboards and direct mail continue to be remarkably effective and affordable ways to reach clients who aren’t at a computer, with the cost-per-impression (CPI) of billboards ranging from $2 to $9.

Offline marketing also includes materials and activities you might not think of as marketing. Business cards, flyers, and brochures are just some of the kinds of marketing materials at your disposal.

Broadcast Marketing

Broadcast marketing is the most familiar form of advertising and marketing. It’s also among the most expensive. Broadcast media includes television, radio, and most recently, podcasting and streaming.

For some small businesses, broadcast will play a role in getting your message out. However, many small businesses find tremendous success without ever investing a dime in broadcast advertising. Only you can determine what forms of advertising are right for your business.

Step 5: Craft a Marketing Budget & Calendar

Now that you’ve got a handle on what you want to say, who you want to say it to, and where, you’re ready to book your ads. Unless your budget is unlimited, it’s not as simple as just picking up the phone and placing orders. You need to decide how much money you can spend and where you can get the most bang for your buck.

That’s where a marketing calendar comes in. Working with local ad representatives, you can determine how much offline advertising will cost you. You can also get a reasonable idea of how much you’ll spend on pay-per-click (PPC) ads on Google and Facebook. To help maximize your budget, spread out your ad spend over the course of each month with a media calendar.

Below is a link to our local marketing media calendar template. You can use this template to map out your advertising efforts.

Marketing Calendar Template

Step 6: Track Progress & Update Your Campaigns

With your advertising and marketing efforts now up and running, you’ll want to keep tabs on three core metrics: how much you’re spending, how many people are seeing your ads, and how much your sales are increasing. Measuring each of these relies on different tools, and in many cases, you’ll have to rely on specific tools for individual types of advertising.

For example, if you’re measuring the reach of your Google Ads placements, you’ll spend time in the Google Ads control panel, tracking how many clicks each ad receives—as well as how much each click is costing you. For broadcast advertising, your ad reps will provide you with the estimated number of impressions each ad gets.

Fine-tuning Your Advertising & Marketing

The most important metric to track will be your revenues. You’re advertising to gain business, right? It only makes sense to track how much business you’re receiving. While you can take a top-line view and assume your ads are driving increased revenues, you can and should try to determine which ads are producing the best results and which ones are falling short.

Online advertising makes this easy because you’ll receive reports from Google and Facebook about how many clicks they’ve sent your website. Your website is also a powerful tool to track where customers are coming from. Email marketing is another easily trackable advertising form, as email marketing platforms provide ample data to quantify how well your message is landing.

For offline marketing, it can be more challenging to measure the effectiveness of a campaign. However, it’s not impossible. Offering pricing specials or coupons can help you measure where customers are hearing about you. Also, many broadcast outlets provide tools to help track the success of your program.

Why You Should Invest in Marketing Your Small Business

Now that you’ve developed a marketing plan, you’re ready to get started growing your business. However, you may still be wondering why you should invest the time and money into marketing efforts that may or may not work. The answer is simple: Marketing is the only way customers have to find out about your business and what you’re offering.

Put another way, everything you do to spread the word to potential customers that you can fill their needs—from television ads to handing out business cards at a trade show—is all marketing. Plan well and your efforts will bear fruit.

Frequently Asked Questions (FAQs)

What is a marketing plan.

A marketing plan is a written strategy outlining target customers, sales and revenue goals, the kinds of marketing you’ll use, and when you’ll run the ads based on that plan. Marketing plans control everything from billboards to Facebook ads. With an effective marketing plan, you can control expenses, grow your customer base, and drive sales.

How do you create a marketing plan?

To create a marketing plan, you must identify your target audience, set goals for your marketing campaign, and differentiate yourself from your competition. Then, you’ll choose the kinds of marketing and advertising you want to use, such as running ads on television or launching a website. Set a budget you can afford—a good rule of thumb is 10% of gross revenues—and track the progress of your marketing efforts, updating your plan as you go.

Do I have to make a marketing plan for my small business?

While no one is forcing you to create a marketing plan, it’s still a good idea to make one. A marketing plan guides the message you create and provides a framework for sharing that message to potential customers. It also gives you the ability to control expenses, maximize return on investment (ROI), and modify marketing plans that aren’t working.

Bottom Line

Creating a marketing plan for your small business doesn’t have to be a challenge. In fact, it’s really quite simple. Identify your customers, craft your message, and decide where you should share that message. Once your marketing plan is up and running, remember to take some time to make sure it’s producing the results you want, and make adjustments to help maximize return on your investment.

About the Author

Michael DeVault

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Michael DeVault

Michael DeVault is a career journalist with more than 20 years in media and marketing. He has an extensive background in franchise marketing, having worked with some of the biggest names in franchising, including iconic names like SONIC, Captain D’s, and Fantastic Sam’s.

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Home Blog Business The Essential Guide to Marketing Plan Presentations

The Essential Guide to Marketing Plan Presentations

cover for the essential guide to marketing plan presentations article

“What helps people, helps business,” explains Leo Burnett. A marketing plan is a method businesses incorporate to achieve corporate objectives aligned with their mission and statement. Still, creating a successful marketing plan presentation can become a challenge for many professionals.

What to include, which metrics should be tracked, how to present data visually compellingly, and plenty of other questions can surface when creating a marketing plan presentation. In this article, we will explore in detail all those topics and more to help you create a stellar marketing plan presentation.

Table of Contents

What is a marketing plan?

Why do you need a marketing plan.

  • Difference between a marketing plan and a business plan
  • Types of marketing plan
  • Step 1 – Defining business goals

Step 2 – KPI (Key Performance Indicators)

  • Step 3 – Building a market analysis

Step 4 – Defining the target market

  • Step 5 – Defining marketing objectives
  • Step 6 – Building marketing strategies
  • Step 7 – Selecting marketing channels

Recommended Marketing Plan Templates for Presentations

  • What are marketing tactics?
  • Content Marketing tactics
  • Email Marketing tactics
  • Social Media Marketing tactics
  • Influencer Marketing tactics
  • Marketing budget
  • What is the difference between a marketing strategy and a marketing plan?

Marketing Strategy Outline for an effective Marketing Plan Presentation

  • Why do you need a marketing strategy?
  • Marketing implementation

Tips and avoiding pitfalls when preparing a Marketing Plan

  • Final words

A marketing plan outlines an organization’s advertising approach for generating leads and reaching its target market. A marketing strategy outlines the outreach activities that will be implemented over time and how the organization achieves its goals according to these actions.

According to Harvard , “The marketing plan defines the opportunity, the strategy, the budget, and the expected product sales results.” The ultimate objective of the marketing plan is to generate adequate and lucrative activity. Therefore, it should include valuable and practical instructions for allocating resources correctly.

Having a marketing plan for your business is essential, as it gives direction to advertising strategy, sales strategy, customer support strategy, etc. It provides a timeframe and implementation for the marketing strategies built.

Overall, the main items a marketing plan solve are:

  • Establishing measurable goals
  • Actionable consistency for business strategy
  • Working within a budget for clear financials and detailed expenditure
  • Improves your relationship with customers
  • Helps businesses to gain new investors
  • It is a powerful motivator for marketing teams

Defining your marketing plan early on has numerous advantages. Setting clear goals and objectives and matching marketing techniques to reach them can put you to success.

Moreover, while establishing a firm, marketing expenditures may be restricted, so having a clear plan guarantees you don’t squander money.

Difference between a Marketing Plan and a Business Plan

A marketing plan and a business plan are both essential tools for the success of any organization, but they serve distinct purposes and focus on different aspects of the business:

Marketing Plan: The primary purpose of a marketing plan is to outline the strategies and tactics that a business will use to promote its products or services, reach its target audience, and achieve its marketing goals.

Business Plan: A business plan, on the other hand, provides a comprehensive overview of the entire business, including its mission, vision, financial projections, operations, and long-term goals. It serves as a roadmap for the entire organization.

Marketing Plan: A marketing plan is a subset of a business plan, focusing exclusively on the marketing aspects of the business. It delves into the specifics of how the business will attract and retain customers.

Business Plan: A business plan encompasses all aspects of the business, including marketing, finance, operations, and management.

Time Horizon

Marketing Plan: Marketing plans typically have shorter time horizons, often covering a year or less, and are more tactical in nature.

Business Plan: Business plans have a longer time horizon and often outline the company’s goals and strategies for the next three to five years or even longer.

Marketing Plan: The primary audience for a marketing plan includes marketing teams, sales teams, and other departments involved in implementing marketing strategies.

Business Plan: Business plans are intended for a broader audience, including potential investors, lenders, stakeholders, and company executives.

Marketing Plan: Content in a marketing plan typically includes market analysis, target audience profiles, marketing objectives, strategies, tactics, budget, and key performance indicators (KPIs).

Business Plan: A business plan includes sections on executive summary, company description, market analysis, organizational structure, financial projections, and more.

In summary, while a marketing plan focuses specifically on the marketing strategies and activities of a business, a business plan provides a comprehensive overview of the entire organization, including its marketing efforts, financial outlook, and long-term goals. Both plans are crucial for a company’s success, and they often complement each other in achieving overall business objectives.

Types of Marketing Plan

Marketing plans can take various forms depending on the specific needs and goals of the business. Some common types of marketing plans include:

  • Annual Marketing Plan: This is a comprehensive marketing plan that outlines the marketing strategies and tactics for the upcoming year. It typically includes a detailed budget and specific objectives for the year ahead.
  • Product Launch Marketing Plan: This type of plan is focused on the launch of a new product or service. It includes strategies for generating buzz, attracting early adopters, and achieving a successful product launch.
  • Digital Marketing Plan: In today’s digital age, businesses often create specialized plans for their online marketing efforts. This plan may cover areas such as website optimization, social media marketing, email marketing, and online advertising.
  • Content Marketing Plan: Content marketing plans focus on creating and distributing valuable content to attract and engage the target audience. This can include blog posts, videos, infographics, and more.
  • Social Media Marketing Plan: This plan centers on strategies for building and maintaining a strong presence on social media platforms. It includes content calendars, posting schedules, and engagement strategies.
  • Event Marketing Plan: For businesses that participate in or host events, this plan outlines the marketing strategies for promoting and maximizing the impact of those events.
  • Branding and Rebranding Plan: Businesses looking to establish or reposition their brand in the market create branding or rebranding plans. These plans focus on building a strong brand identity and messaging.
  • Crisis Management Plan: In the event of a crisis or negative publicity, this plan outlines strategies for managing the situation and mitigating damage to the brand.

The choice of marketing plan type depends on the specific goals and priorities of the business. Some businesses may also create a combination of these plans to address different aspects of their marketing efforts.

The Anatomy of an Effective Marketing Plan

Step 1 – defining business goals .

Your company’s marketing goals and objectives could be to promote the brand, name, and logo design , expand into a new market, or improve product marketing by a certain percentage. These objectives can be better tracked, measured, and duplicated if they are more defined and numerical.

Understanding high-level marketing and company objectives is the first step. These should form the basis of your strategy. The work can be grouped according to its objectives, allowing your teammates to see the plan behind your operations. Defining your business goals will also assist you in determining whether or not the programs and campaigns you launch are on schedule.

Those who write down their goals are more successful than those who do not. You can set goals using various methods, including the SMART Goals method . Your marketing team can use the SMART Goals method to explain your company’s long-term objectives, make adjustments, and develop promotional activities. SMART stands for Specific, Measurable, Achievable, Realistic, and Time-bound. These objectives give you a framework for choosing the most efficient marketing strategy.

example of SMART goal setting for marketing goals

KPI, also known as Key Performance Indicators, is a collection of quantitative measurements a firm or sector uses to assess or compare performance in accomplishing strategic and operational objectives. Measurable KPIs allow you to establish a sense of ownership and accountability for your company goals. They’re necessary for completing any company plan actions. A KPI dashboard (a collection of pre-selected and relevant KPIs) shared with a specific team can motivate by offering concrete insight into the team’s performance and improving peer efforts.

Applying a KPI dashboard template to showcase the sales performance of a company by year and growth potential

Step 3 – Building a Market analysis 

Marketing environment.

A marketing environment refers to all internal and external aspects influencing and driving your company’s promotional efforts. Your managers should know the marketing environment to sustain success and address any threats or possibilities that may affect their work.

Understanding the marketing environment is critical in recognizing what your customers desire. You would require a marketing environment because it helps to identify your target audience and their demands, particularly when it comes to how customers make purchasing decisions. Evaluating your marketing environment allows your company to create effective marketing strategies before too late.

The marketing environment is wide and varied, with controllable and uncontrollable variables. There are two types of marketing environments to consider: internal and external environments.

Internal marketing environments include your company’s strengths, limitations, distinctiveness, capabilities, capital assets and finances, and corporate policies. 

To be precise, all the elements that are under your control have an impact on your marketing operations.

All aspects outside your company’s control are included in the external marketing environment. The external marketing environment is divided into micro and macro marketing environments. 

The marketing microenvironment is inherently related to your company and directly impacts marketing procedures. Buyers, manufacturers, company associates, distributors, and opponents are included. To some point, it can be possible to control microenvironmental influences. 

All things outside your company’s control make up your macro marketing environment. External environmental forces such as competitive, economic, political, legal and regulatory, technological, and sociocultural parties are considered in the environmental analysis. A marketing strategist can be efficient only by accepting and comprehending the intricacies of the marketing environment. 

Competitor analysis

A competitive analysis is a method of identifying competitors and evaluating their strengths and weaknesses compared to your own. It assists you in determining how to deal with competition and fine-tuning your plan. It is essential to conduct a competitive analysis because it will help you to create effective competitive strategies to expand your target market. 

A competitor analysis slide intended for an e-commerce site in the digital photography niche

First of all, identify who your competitors are and what products they offer. Take note of their marketing strategies. You’ll be able to design methods to help you stay ahead of your main competitors using the information from the competitive analysis.

SWOT analysis 

A SWOT (Strengths, Weaknesses, Opportunities, and Threats) analysis is an excellent method to determine how you match up against your market competitors. It is one of the most effective strategies for eliciting the most significant difficulties your company faces today and in the future. It is an integral part of any marketing strategy.

creating a SWOT analysis for a photography e-commerce business

You can use a SWOT analysis to look at your company’s strengths, weaknesses, opportunities, and threats. This activity might help you determine where your company stands in the competitive marketplace. 

With SWOT analysis, you’ll have a promising approach for prioritizing the tasks you need to perform to build your business. If you want to get in and start, feel free to download our editable SWOT PowerPoint templates .

Since you’ve performed your analysis, the next step is to focus on your target market.

Once you have assessed precisely whom your company wants to cater to, it will be easier to choose which marketing strategies. Your marketing and communication channels must be tailored to your target audience. Age, gender, geographic region, likes, interests, and other demographics can be associated with audience criteria.

creating a ICP analysis for an e-commerce business in a new marketing plan strategy

To help you with the process, create different customer profiles or perform market segmentation. By focusing on commitment to service and quality, you can effectively implement a niche differentiation strategy in a somewhat diverse marketplace. 

Market Size

The size of a market is one of the most important criteria for evaluating a business plan because if the market is too limited, expansion and funding are not worthwhile. As a result, determining the market size is an integral aspect of every business marketing plan.

TAM stands for “Total Addressable Market”

The TAM reflects the broadest market potential imaginable. It solves who might buy goods or services in general. The TAM is the potential profit a single firm could make in this market.

SAM stands for “Serviceable Addressable Market”

The SAM provides a solution to which TAM market share can be addressed with the particular product or service in view or which could reasonably buy it. The SAM is important since it demonstrates the moderate potential of your business plan. The target audience is outlined and accurately described at this stage.

SOM stands for “Serviceable Obtainable Market”

Lastly, the SOM depicts the SAM’s market share that can be practically obtained over a predictable timeframe. It considers the current market environment, production capabilities, promotion, and distribution channels. As a result, the SOM represents the sales potential of your business during its early stages of growth.

The above are crucial components of a company’s strategy, especially as you develop your sales and marketing plan, make appropriate revenue targets, and decide which markets are worth your time and money.

A TAM SAM SOM presentation for a marketing plan purpose

Unique Selling Proposition

Your company’s unique selling proposition or USP indicates the unique advantages that your company provides, and hence provides the basis for differentiating you from your competitors.

A strong USP helps to reach your target audience and achieve your company goals by distinguishing your goods in a significant and exclusive way. It makes your marketing content effective and attractive to potential consumers. Your USP concept should reflect throughout your products and marketing strategies.

A USP slide in a marketing presentation plan

Step 5 – Defining Marketing objectives 

Formulating marketing strategies and organizational marketing practices is based on the marketing objectives. The marketing objectives declare what you intend to achieve in the marketplace. The internal and external environmental analysis outcomes significantly impact the marketing objectives plan.

Marketing objectives are both economic and market-psychological objectives. Financial goals are responsible for higher turnover, i.e., they use desirable outcomes to affect sales quantity and price. The company’s goals and objectives must be established in concrete terms so that the concerned managers can evaluate performance and, if needed, take remedial action. Increased product awareness among targeted consumers provides information about product features, and increasing consumer willingness to acquire the product are some of the goals for a specific product.

Market-psychological goals are a variant of marketing objectives with a focus on quality. They represent intentional, purposeful changes in future client purchase behavior that correlate to financial aims driving a company’s marketing initiatives. Brand awareness , business model, buying intensity, customer service, and product are suitable for qualitative expected values.

Before moving on to the next level of planning and designing the marketing strategy, you must understand the marketing objectives.

Step 6 – Building Marketing strategies

Let us discuss various marketing strategies to Boost your Business Growth.

Marketing mix and its importance

The marketing mix is a significant component of developing and executing a successful marketing strategy. It should demonstrate how your product or service is preferable to your competitors.

The marketing mix describes the many aspects of your company’s market strategy. It is a diverse list of elements your company uses to attain its goals by effectively marketing its goods or services to a specific consumer segment.

application of a 4Ps marketing mix

The marketing mix, commonly known as the 4 Ps, comprises four major components: products, price, promotion, and location. The 4Ps are the most essential components to consider when developing a marketing plan. A variant of the services marketing mix is also known as 7Ps Marketing Mix, and includes the addition of people, processes, and physical evidence to the list.

The 7Ps of Marketing explained

Product development aims to create the best product or service for your target market. Your goods or services must meet every individual client’s demand.

The first P consists of two main elements:

Branding is the name, term, symbol, and design by which your product is known. A strong brand name can help shoppers recognize the goods they desire faster, which speeds up purchasing.

Packaging entails advertising and safeguarding the product. It can improve the use of a product or keep it from degrading or being damaged. Quality packaging makes it easy to recognize your products and promote your reputation.

When deciding on a price for your goods, analyze the competition in your target market and the whole marketing mix’s cost. Estimate how customers will react to potential product prices.

Pricing and Positioning Strategy

Pricing and positioning strategy determine how you want your customers to recognize your products and services compared to your competitive brands. Your pricing and positioning strategy must be aligned; your product’s price should be according to its position in the market. Consider your competition, target audience, and running expenditure while deciding on your positioning and pricing plan.

Here are different types of pricing strategies:

Price Skimming

This strategy is often used when you have a high-priced brand offering that too very unique in the market. Basically, it is linked with highly valued or luxury products. When your product is new, you want to generate sales, and as it grows more prominent, you wish to acquire a wide range of consumers. 

Penetration Pricing

Penetration pricing is the complete opposite of price skimming. Companies utilizing a penetration pricing approach have a low-priced product to capture as much market share as possible rather than going to market with a high price. 

Time-based Pricing

In the holiday sector, time-based pricing is employed to maximize revenues during summer, when resorts are often busiest. When an airline’s aircraft is nearing capacity, it also charges extra. If there is spare space and a short time before departure, it also offers bargains. This strategy is based on delivering a product or service faster by increasing the prices.

Value-Based Pricing

This strategy ignores the cost of production and instead focuses on using the value customers gain from the price of a product or service. This strategy can be used when your product or service is good enough not to be replaced with an alternative.  

This includes all the considerations that go into getting the correct product into the hands of your target market. Customers should expect to locate a product or service like yours where placement decisions, such as accessing the proper distribution channels, are made. The layout of your store or shop is also a part of the location decision. It should entice people into your store and simplify finding what they’re looking for.

Telling your target market about your goods or service is the goal here. It entails direct communication between potential customers and sellers.

Your marketing mix will assist you in promoting suitable goods to the right people at the right price and at the right time for your company. Therefore, your marketing mix serves as a blueprint for achieving your business goals. It provides a sense of direction while reminding you to think about your target market.

Step 7 – Selecting Marketing Channels 

Where does your target audience spend most of their time? Is it social media or reading newspapers or online periodicals? When you know what they prefer more, you can better select the channel of marketing you want to use in your strategies.

defining marketing channels for your business

Here are different methods of marketing:

Outbound Marketing

Outbound marketing is a sort of marketing that includes pursuing clients rather than allowing them to approach you naturally. This strategy, which entails employing cold calls, Television ads, and print ads as the significant way of recruiting clients before digital marketing became a regular practice, was prevalent before digital marketing became a common practice.

Outbound marketing includes social ads, search engine marketing (SEM), native advertising, and traditional commercials, among other forms of paid advertising. It is still a popular digital marketing strategy today. For example, email blasts, which are bulk email campaigns delivered to an extensive list of subscribers, are still a popular advertising strategy.

Inbound Marketing

Inbound marketing is a general term that includes almost all forms of marketing, from social media to content. Inbound marketing tries to lure clients by leveraging various forms of content, such as blogs, videos, podcasts, social media, and newsletters. As for the podcasts, they are easy to start. Besides, people love to listen to podcasts , as they can do it anytime and anywhere. The content engages your clients, making them happy and building lifetime trust in your brand.

Content marketing is one of the most common inbound marketing strategies you can learn more about further down. 

Inbound marketing is gaining popularity because it draws them to you rather than interrupting people with intrusive advertisements. Because consumers are actively looking for your material, inbound marketing is effective. With the help of an Inbound Marketing PowerPoint template , digital marketing professionals can save hours of effort and time and prepare presentations with the conclusions of a marketing analysis campaign.

Digital Marketing

Digital marketing isn’t a specific strategy by itself; instead, it’s a direct reference to any digital technology marketing. Digital marketing has taken the marketing world by storm. Almost every sales and marketing expert widely uses it. With digital marketing, marketing has grown to reach clients in new and more intriguing ways due to advanced technologies. This marketing channel focuses on business growth, which is crucial for the growth strategy. 

As you read, you’ll know that most of the marketing types we will discuss are a form of digital marketing. Some of them are:

Content marketing

Email marketing, social media marketing, advertising.

Each type of marketing is vital to the whole, and they all work together to create a comprehensive digital marketing strategy.

While so many digital marketing platforms are available, selecting them in a way that works for the company’s goals and, especially budget, can be challenging. Paid, owned, and earned media classifies various channels into segments that make creating and enhancing effective marketing strategies easier.

Paid media is content you pay to be placed before your viewers as an advertisement, such as ads on social media, whereas owned and earned media is free. Owned media refers to the content you make and maintain, such as your website, blog posts, or Facebook page. In contrast, earned media refers to content created about you by others, such as influencers or reviews of your product.

When drawing readers to your website, content still comes out on top. Users are drawn to your website by relevant content, keywords, and offerings. A well-developed content marketing strategy can help you customize content for your client’s needs and gain genuine traffic.

With Google’s MUM algorithm update , websites with well-written content created in natural language are expected to rank higher. Create a well-thought-out strategy for delivering high-quality content regularly, allowing your company to gain genuine traffic and reduce bounce rates. Good solid content should have concise headlines, relevant data sources, and answers to any readers’ issues.

According to recent statistics, more than 85% of marketers utilize email as their primary lead-generation medium. In the case of email marketing campaigns , you must send the correct kind of message to your target demographic to remain effective. Email marketing is done correctly, establishes a relationship with your clients, and earns their confidence. Include exciting information like blog articles, user-generated content, and videos in your emails. Customize emails by including information like first names and tailoring material to the client’s interaction with your site.

Social media has made a lot of progress since its beginning, and it is now one of the most widely used marketing channels. YouTube and Facebook remain the most popular social media platforms, with Instagram and Pinterest coming in second and third, respectively.

A social media marketing strategy that emphasizes brand recognition, customer interactions, and captivating posts can help you establish a solid social media profile and attract consumers to your products and services. To enhance interaction with your target market, focus on generating effective communication strategies across all social media channels and creating video content.

There are various advertising options to consider for your company—the alternatives for advertising range from social media to television and print. One thing is sure online advertising is a practical approach to getting the attention of your target audience. It enables you to more precisely target, monitor, and assess the effectiveness of your paid marketing campaign more.

To grow in the digital advertising industry, learn how to advertise on Google. Because Google is the world’s most popular search engine, you’ll want to keep ahead of the competition by appearing for essential keywords relating to your services.

Influencer marketing

Influencer marketing is partnering with influencers (people who already have a large following) to use the potential of Instagram and other social media. These persons are considered experts in their fields, and their followers will listen to their advice. Influencer marketing can put your brand and an e-commerce business on the map. When an influencer endorses your product, it immediately earns credibility in the eyes of their followers. As a result, your brand will acquire more visibility and attract new clients. Influencer content is a marketing technique that will continue to grow in the coming years.

Because many influencers rely on paid advertising for income, they typically demand payment in exchange for endorsing your company. You’ll effectively be sponsoring one of their social media postings in this situation. Evaluate which collaborations will be most beneficial to your market and budget.

Affiliate marketing

You might wonder, what is affiliate marketing? It is similar to sponsored collaborations in which others market your business on your behalf. By establishing an affiliate marketing program, you’ll eventually partner with another affiliate who will promote your products on their social media sites, blogs, and other platforms. Their sales are recorded using special links known as affiliate links, which allow the individual to be paid for their efforts. 

This type of marketing is becoming increasingly popular, and more businesses are launching their affiliate networks. As a result of this increase, many companies now use affiliate marketing as part of their entire marketing plan.

Landing pages

A landing page is a best friend for the marketer. Conversions are the sole objective of this standalone page. Regardless of how good your various online marketing techniques are, your landing pages and website must convert at a reasonable rate to justify your efforts. A one-second delay in page loading time causes a likely decline in conversions. Landing pages should have a powerful message, optimized headers, and helpful content to be the most effective. Stay updated on landing page best practices to improve your website conversion rate. 

As we know, this process can be taxing, especially if the deadline is around the corner; please check our suggestion for marketing plan templates . These products were designed by professionals, and are intended for visual impact, clear data presentation, and reusable purposes.

1. Marketing Plan PowerPoint Template

marketing program business plan example

Building a marketing plan from scratch with this slide deck is a stress-free experience. You can find a welcome message slide, followed by an introduction slide in which you can present the reasons behind a new marketing plan. The table of contents for this presentation template is shown as a horizontal timeline, so the audience can transit through each element.

Key slides such as About Us, Mission, Team, and USP are listed, with icons and placeholder text areas that are quick to edit. TAM, SAM, and SOM model are also included in one slide. If all this isn’t enough, reinforce your message with a demographic slide to introduce your ICPs and analyze competitors with the Market Competition slide arranged in a bar format.

Use This Template

2. General Marketing Plan PowerPoint Templates

marketing program business plan example

Some of the slides shown in this article belong to this presentation template design. Vibrant, with a clear design for showcasing data in multiple marketing formats: TAM, SAM, and SOM; KPI Dashboard; USP; Pricing strategy; 7Ps of Marketing Model Mix; Segments; Budget; Product Life Cycle, etc.

Create a powerful marketing plan presentation by editing this professional marketing plan presentation template in just minutes.

3. Marketing Plan PowerPoint Presentation Template

marketing program business plan example

This fresh marketing plan presentation template is a slide deck featuring various graphics to showcase data. The strong contrast of the tones used helps to introduce multiple topics with a clear understanding from the audience. On top of that, the template is entirely editable, so you can select a custom theme with your preferred color scheme.

Find catchy graphics to discuss Market Segmentation; Target Market; Growth Strategy; Plans & Pricing, etc. 13 slides containing everything you need for a stellar marketing plan presentation.

4. Blue Marketing Plan Template for PowerPoint

marketing program business plan example

Ideal for corporate environments, this classic-styled marketing plan template brings every tool available for building a marketing plan. With blue & white tones in the main areas, you can find 2D & 3D graphics in 4 different colors that complement the palette.

Access funnel analysis diagrams, world maps for demographic representations, cycle process flow diagrams, 4P Marketing Mix, 3D cubes, roadmaps, and more.

Marketing Tactics

What are marketing tactics.

Marketing Tactics are the strategic measures that drive the advertising of your company’s products and services to achieve the defined marketing goals. Your marketing strategy and your company goals and objectives will determine the basis of marketing tactics. The purpose of some marketing tactics might be to promote your content to reach your target audience, while for others, it might be to maximize sales yet maintain a competitive product or service. As a matter of fact, you can leverage a variety of marketing tactics. Especially if you have a well rounded idea of the strategy from a  digital marketing course .

Content Marketing Tactics

Focus on content transparency and authenticity Your consumers may want to know your new product ideas, how you create your product, or even your revenue numbers. If you reveal to your audience what they want and meet their demands, you may directly connect to your audience. For this, your content must be transparent and authentic. 

Dynamic CTAs Dynamic CTAs are elements of personalization that create a unique call-to-action based on the viewer. It makes the content more personalized therefore generating more traffic to your site.

Search Engine Optimization (SEO) Create content and improve your online services to make it easier for those seeking specific information.

Use Emotional Keywords in Headlines The most effective technique to write compelling headlines is to use emotional keywords. This will give your content a boost. People will be prompted not only to read it but also to forward it on social media. Also, you can add headlines showing data. Create high-quality content to grow your search traffic and rankings.

Email Marketing Tactics

Personalization In the email subject line, you can add the name of the person you are interacting with. It gives a personal touch.

Automate Referral Campaigns Set up automated referral campaigns via email via your CRM or another technology that allows you to automate your email marketing CRM .

Set up automated referral campaigns via email via your CRM or another technology that allows you to automate your email marketing CRM. Make sure you use a quality  email finding tool . This way you will get more clients. Deployment of email authentication protocols like DMARC can have a lasting positive impact on your email deliverability rates, making your marketing campaigns more of a success by reducing spam.

Social Media Marketing Tactics

Use social media platforms to generate traffic Social media platforms like Instagram , YouTube are the most used platforms to connect and engage potential consumers.

Live streaming To engage your audience, you need to communicate with them directly. Live streaming allows you to reach more people and thus maximize your social media presence.

Customer Testimonials Testimonials directly from your customers’ words express appreciation for and faith in your service and products, providing a positive review of your company.

Influencer Marketing Tactics

Influencer-driven product launches  Influencers are considered experienced in their niches, so their followers happen to trust the products promoted to them.  

Influencer Endorsements/Sponsorships One of the most effective ways to encourage consumers to trust your products is through influencer sponsorships .

Marketing Budget 

You’ll need a comprehensive and practical marketing budget to implement a marketing strategy successfully. Your budget should be suited to your company’s unique qualities. Your business stage also determines your marketing budget. Once you decide which marketing channels you will use, you can define your marketing budget.

a presenter introducing the marketing budget

You must recognize the role of marketing in assisting your company. Specific methods can be defined from there. Then, to correctly and fairly measure marketing success, you must define KPIs to connect the budget with your goals. Choosing how much money to invest in marketing is a big step, but deciding when, where, and how to spend that money is far more complicated – and has a considerably more significant impact on your company’s performance.

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

A marketing strategy is reaching out to potential customers and converting them into paying customers. A marketing strategy is different from a marketing plan in its approach. It is a larger picture of how you intend to remain ahead of your competitors.

On the other hand, the marketing plan systematically lays out the specifics of how you’ll put your strategies into action. Your marketing plan is the framework of strategic marketing actions that help you reach your marketing goals and is driven by your marketing strategy.

Your marketing strategy is an essential aspect of your overall business plan. This outline is intended to assist you in thinking through areas of your proposed business plans and the market channels you will use to reach your target market. A strong marketing plan involves everything from identifying your target clients to how you will reach them to how you will create repeat purchasers, whether you are just starting your firm or thinking about expanding your operations. 

Your marketing strategy is the roadmap you’ll follow to gain customer loyalty and boost your company’s success. Use the following slides outline to create an engaging marketing plan presentation:

  • Executive Summary Slide : A brief overview of your marketing plan
  • Business Goals Slide : Represent precisely what your business depicts
  • A. Identify your target customer.
  • B. Identify your direct and indirect competition and state how your business will differ?
  • Market Objective Slide : Define the economic and market-psychological objectives of your business.
  • Market Strategies Slide : Identify how you will achieve the set targets in the market.
  • Marketing Channels Slide : Identify the methods via which your potential clients communicate with your competition.
  • Marketing Strategies Slide : Present a clear and coherent image of how you intend to market/sell your product/service and how these techniques will result in profit.
  • Marketing Budget Slide : Identify the amount of money you will require to sustain in the market.
  • Marketing Implementation Slide : Set and apply realistic and tangible goals to evaluate your marketing success

Why do you need a marketing strategy? 

The marketing strategy should come prior to the marketing plan, as it is the grounds on which the marketing plan should be arranged.

The main reasons why you need a marketing strategy are:

  • Defines the goals to be measured in the marketing plan
  • Helps to define vision and long-term objectives
  • Helps to decide which marketing channels the efforts should be focused on
  • Allows companies to address where the money should be spent
  • It becomes the guidance to build a marketing plan, and your reference point when questions arise

Establishing your marketing strategies beforehand has numerous advantages. You are on the path to success when you define your goals and KPIs and integrate marketing techniques to attain those goals.

Marketing Implementation 

Marketing implementation is bringing your marketing strategy into action to generate favorable results. A marketing implementation plan ensures the appropriate execution of your marketing strategy. It breaks down your marketing strategy into manageable activities, responsibilities, and objectives that are easy to grasp and follow. 

a slide containing the marketing implementation for the strategy to apply

This part of the marketing plan explains how the company will conduct its marketing strategies, including how it will be structured by operations, products, areas, and target audience categories. You can take various steps to build an effective marketing implementation plan. Some of them are as follows:

Create realistic scenarios  

Firstly, in a marketing implementation plan, you should set reasonable expectations for how quickly you can meet marketing goals and objectives. When you decide on a timeline from the beginning, it assures that everyone involved is informed of and capable of meeting each deadline.

Review your marketing strategy

Re-examine your marketing strategy to ensure it is well-developed, efficient, and results-oriented. You may include any other aspects you come across when creating your implementation plan. While reviewing your marketing strategy, make sure you have focused on every essential element.

Create workflows for all of your content and tasks

You may make a simple list of tasks and promotional procedures for your members to perform. Try creating the steps in procedures as straightforwardly as possible and linking aspects that make sense. Allocate assignments to groups of people, and give each one a time limit or deadline. Before sharing the finished version, review the workflow with all parties concerned and seek input and suggestions. For maximum output, facilitate cooperation throughout the implementation plan.

Communicate with your team

After defining your marketing strategy, workflows, and KPIs (Key performance indicators) , ensure everyone is on board. Creativity, efficiency, and performance can all improve from open communication and collaborative ownership. Communicate your plan with partners and other company units to secure commitment and acceptance for the team’s actions.

To create an effective marketing plan:

  • Analyze the various needs of client groups and focus on the market.
  • Determine if you can sell more to your current clients or how you can improve meaningful client engagement.
  • Set out necessary aims and create an efficient action plan to implement your marketing strategies.
  • Set clear, realistic, and measurable targets using the SMART Marketing Goals approach (Specific, Measurable, Attainable, Realistic, and Timely).
  • Apply the RACE Framework , which will help to streamline marketing objectives.

Some Pitfalls of the marketing plan can be:

  • Making assumptions about a client’s needs can lead to the inefficiency of your marketing plan.
  • Do not rely on a smaller number of consumers.
  • Underestimating the competition can have considerable consequences on your business.

Final words 

A marketing plan’s ultimate purpose is to ensure that marketing operations are relevant and timely to meet your business’s goals. An ideal marketing plan encompasses the strategies for identifying a long-term competitive position and the resources required to attain it. Your capability to anticipate the appropriate marketing strategies distinctly and update and improve your activities regularly is essential for the growth of your business.

What is the main purpose of a marketing plan?

A marketing plan’s primary purpose is to outline the strategies and tactics a business will use to promote its products or services, reach its target audience, and achieve its marketing goals.

Why is it essential to have a marketing plan for a business?

Having a marketing plan is essential because it provides direction for advertising, sales, customer support, and other aspects of the business. It helps establish measurable goals, ensures consistency in business strategy, and provides a framework for allocating resources effectively.

How far into the future does a business plan typically project?

A business plan typically projects three to five years into the future, outlining the company’s goals and strategies for that period.

Who is the primary audience for a marketing plan?

The primary audience for a marketing plan includes marketing teams, sales teams, and other departments involved in implementing marketing strategies.

What are the KPIs in a marketing plan?

KPIs, or Key Performance Indicators, are quantitative measurements used to assess or compare performance in achieving marketing objectives. They provide a way to track progress and evaluate the effectiveness of marketing strategies.

Is a digital marketing plan different from a traditional marketing plan?

Yes, a digital marketing plan focuses on online channels, global reach, interactivity, and precise analytics, while a traditional marketing plan includes offline channels, may have a regional focus, and offers limited interactivity and measurement.

What is the best way to present a budget in a marketing plan presentation?

Present the budget visually with charts and tables, provide a detailed cost breakdown for each activity, and compare budgeted figures to actual spending for accountability.

What should I include in a marketing plan presentation?

Include sections on goals, target audience, strategies, tactics, budget, key performance indicators (KPIs), and a timeline.

How do you present a marketing presentation?

Present a marketing presentation by using engaging visuals, clear communication, storytelling, data-backed insights, and a well-structured narrative that flows from problem to solution. Practice and engage with your audience for effective communication.

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How to write marketing plan in business plan

How to Write the Marketing Plan in Business Plan?

A marketing plan in business plan is one of the very important sections of a business plan. Marketing is done to spread awareness about your business and its product/service. 

What is a marketing plan?

Marketing plan vs marketing strategy.

An effective marketing strategy helps you achieve early success. 

Use this article to write an effective marketing plan section in a business plan. 

A marketing section of a business plan gives you a roadmap to organize, execute and track the progress of your marketing efforts. 

Your marketing plan helps you align your marketing efforts with your business goals. It gives your marketing effort a direction and you can evaluate your efforts at any point.

Types of marketing plan 

A perfect type of marketing plan in business plan will depend on your business, your goals, and how soon you want to achieve them. 

We have outlined some marketing plans that most businesses need to use. Since this is the age of the internet, we have also included online marketing plans and digital marketing plans.

Want to write a business plan?

Hire our professional business plan writers to prepare your business plan!

Quarterly or Annual Marketing Plans 

These are your business marketing plans with a timeline. Every business has its quarterly, bi-yearly, and yearly goals. You will use these goals to monitor the effectiveness of your marketing efforts over time.

Paid Marketing Plans 

Paid marketing plans include online advertising, buying billboards, or marketing on vehicles. Pay Per Click marketing and social media marketing for your small business.

Social Media Marketing Plan 

Social media marketing plan for business plan can be done in two ways. You can hire a team and raise awareness about your business by sharing regular updates. 

You can also do paid marketing on social media. You will need to invest in buying ads on that social media platform and pay for a team of social media marketers.

You can also leverage these effective digital marketing channels for your business. 

Content Marketing Plan 

A content marketing plan is about attracting potential customers to your website with the help of SEO. You create value for your potential customer first and then by extension, market your business. It can be offline in the form of free workshops etc or online in the form of guides and resources.

Product Launch Marketing Plan 

A product lunch  sales and marketing plan in business plan  will help you decide on the marketing tools, tactics, and tracking you will do when launching a new product or service.

You can also hire WiseBusinessPlans Digital Marketing Services to run successful marketing campaigns for your business. 

The difference between a marketing plan and a marketing strategy is simple; a marketing plan is what methods, tools, and tactics you will use for marketing, and a market strategy in business plan is how you will implement your plan.

Learn how to develop an effective marketing strategy with this detailed guide. 

Access our free business plan examples now!

How to write a marketing plan for a business plan.

How to write a marketing plan for a business plan

Follow these simple steps to write a marketing plan in business plan.

Business Mission

Write your business mission statement and translate it into the efforts the marketing department will make. 

For example, your business mission is to help people with home gardening. Your marketing department version will be to attract people who want to do home gardening.

These are performance indicators. These metrics will help you evaluate performance and progress. An example of KPIs for marketing is customer visits to your website, social media page, or brick-and-mortar store.

Create Buyer Personas

A buyer persona is a short description of your average customer. When you have no data, a buyer persona will describe the customer you want to attract.

Decide on Marketing Strategies and Content

Go through the marketing strategies you can use and select the one that will produce the best return on investment for your business. 

Similarly, think about the content type that is attractive to your target audience . For example, video format may attract your audience or you may need to share more about your business on social media to grab their attention.

Define Marketing Plan Scope

Define the scope and limits of your marketing plan. Clearly mention what your marketing team will do and will not do. 

This will help you save time, cost, and effort in wasted resources.

Set Marketing Budget 

You can only spend a set amount on marketing. Set your marketing budget and be creative in that budget to produce the best return. 

Your budget is directly related to your marketing goals. Set your marketing budget in a way that does not hamper marketing efforts. 

Know your Competition 

Knowing and profiling your customer helps you market better. See what are strong spots of competitors’ marketing plans, are and how they are attracting audiences to make a plan to compete effectively. 

Appoint your Team & their Responsibilities

Decide on job roles for your team. Set their KPIs, marketing channels they will manage, what content they will create, etc.

Bonus Tip: Here is a step by step guide on how to write a marketing plan executive summary with example and template.

Example of Marketing Plan in Business Plan PDF

See this example of a marketing plan in a business plan to understand how it is done. You can create your marketing plan in the same way.

In the marketing plan section, include details about your target market, competition analysis, marketing strategies, pricing, promotion, and distribution channels. It should outline your approach to reaching and engaging your target audience.

Conduct market research by analyzing your target audience, understanding their needs and preferences, studying your competitors, and identifying market trends. Use surveys, interviews, and industry reports to gather relevant data for your marketing plan.

Consider including a mix of marketing strategies such as digital marketing, social media marketing, content marketing, email marketing, advertising, public relations, and networking. Choose strategies that align with your target audience and business goals.

Determine pricing by considering factors such as production costs, competitor pricing, market demand, and perceived value. Conduct a pricing analysis to ensure your prices are competitive and profitable for your business.

It is recommended to review and update your marketing plan regularly, at least annually or whenever there are significant changes in your business or market conditions. This allows you to adapt your strategies, stay relevant, and capitalize on new opportunities.

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It is a very useful guide. I was wondering If your site offers marketing plan writers for businesses. If any, kindly reply.

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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.

Every successful company needs a well-thought-out business plan to outline its course of action. A marketing strategy is

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Sample Marketing Plans

A marketing plan comprises a part of a company's /organization's overall business plan. It is a planning document that identifies your company's / organizations mission, vision, target market and target audience, products and/or services, marketing activities, strategies, methods, market research, and assessment. It acts as a "roadmap" that identifies the tangible goals and/or objectives for a company's success.

Below are the components of a marketing plan:

  • Executive summary
  • Mission statement
  • Marketing objectives
  • SWOT analysis
  • Market research
  • Market strategy
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Sample Clothing Store Business Plan

Growthink.com Clothing Store Business Plan Template

Writing a business plan is a crucial step in starting a clothing store. 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 clothing store business owners, having access to a sample clothing store business plan can be especially helpful in providing direction and gaining insight into how to draft their own clothing store business plan.

Download our Ultimate Clothing Store Business Plan Template

Having a thorough business plan in place is critical for any successful clothing store 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 clothing store 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 clothing store 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 clothing store as Growthink’s Ultimate Clothing Store Business Plan Template , but it can help you write a clothing store business plan of your own.

Example – StyleSaga Boutique

Table of contents, executive summary, company overview, industry analysis, customer analysis, competitive analysis, marketing plan, operations plan, management team, financial plan.

StyleSaga Boutique, situated in the vibrant heart of Columbus, OH, is a fashion-forward retail initiative designed to meet the diverse sartorial needs of our local community. Our boutique prides itself on offering a wide range of unique and fashionable clothing options that cater to individuals looking for pieces that reflect their personal style. We are committed to sustainability, ensuring that a significant portion of our inventory is eco-friendly and ethically sourced. Our goal is to provide a one-stop-shop for fashion enthusiasts, environmentally conscious shoppers, and young professionals seeking trendy yet professional attire.

Our boutique’s success can be attributed to several key factors and accomplishments. First and foremost, our dedication to offering a curated selection of unique, fashionable, and sustainable clothing has set us apart in the local market. We’ve built strong relationships with suppliers and vendors, ensuring we provide high-quality merchandise at competitive prices. Our adeptness at forecasting and adapting to fashion trends has allowed us to consistently meet our customers’ needs and preferences. Additionally, our commitment to exceptional customer service and community engagement has fostered a loyal customer base and established StyleSaga Boutique as a prominent and respected presence in Columbus, OH.

The fashion retail industry is experiencing a significant shift towards sustainability and ethical production practices, driven by increasing consumer awareness and demand for transparency. The rise of digital marketing and e-commerce platforms has also transformed how boutiques engage with their customers, making online visibility and social media engagement crucial for success. Despite these challenges, the industry presents ample opportunities for growth, especially for businesses like StyleSaga Boutique that prioritize unique, sustainable fashion and harness the power of both online and offline marketing strategies to build a strong brand identity.

Our primary target market includes local residents in search of distinctive clothing that reflects their individual style. We cater to fashion enthusiasts who value uniqueness and quality, as well as environmentally conscious shoppers looking for sustainable and ethically produced apparel. Additionally, we aim to attract young professionals seeking versatile, trendy attire suitable for both office and social settings. By offering a diverse range of styles and sizes, along with eco-friendly options, StyleSaga Boutique addresses the varied preferences and values of our customer segments, ensuring a broad appeal.

Top competitors include local boutiques with similar target markets and large retail chains offering fast fashion at lower price points. Despite this competition, StyleSaga Boutique’s competitive advantages lie in our focus on sustainability, unique product offerings, and exceptional customer service. Our commitment to ethical fashion and ability to quickly adapt to changing trends allow us to meet customer demands in ways that many competitors cannot, setting us apart in the Columbus market.

Our marketing plan revolves around highlighting our unique selling propositions, such as our sustainable and ethically sourced products, through various channels. We leverage social media platforms, email newsletters, and in-store promotions to engage with our target audience and drive traffic to our boutique. Our product range is carefully curated to ensure diversity in style, size, and price, catering to a broad customer base without compromising on quality. Competitive pricing strategies are employed to offer value while maintaining profitability. Promotions and discounts are strategically used to attract new customers and reward loyalty among existing ones.

At StyleSaga Boutique, our daily operations are focused on inventory management, exceptional customer service, maintaining an inviting store presentation, and executing targeted marketing campaigns. We monitor sales data to understand customer preferences, manage financial transactions to ensure boutique health, and invest in employee training for superior service. Strong supplier relations and compliance with legal requirements are also key. Our milestones include expanding our product line, enhancing our online presence, and further engaging with the Columbus community to strengthen our brand and customer base.

The management team at StyleSaga Boutique brings together a group of passionate individuals with extensive experience in retail, fashion, and business management. Our team’s expertise in trend forecasting, customer service, and financial management positions us to successfully navigate the competitive landscape of fashion retail. We are united in our commitment to sustainability and innovation, driving StyleSaga Boutique towards a future of continued growth and success in the fashion industry.

Welcome to StyleSaga Boutique, a fresh and vibrant clothing store now gracing Columbus, OH. As a local establishment, we’ve recognized a significant gap in the market for high-quality, local clothing stores – a gap we are here to fill. Our commitment is to provide an unparalleled shopping experience, offering a diverse range of products that cater to the unique styles and needs of our community.

Our product lineup is both comprehensive and exclusive, featuring everything from casual T-shirts and jeans to more formal dresses and skirts. We also offer a selection of outerwear, including jackets and coats, designed to keep you stylish and comfortable regardless of the weather. Additionally, our activewear range ensures that you look your best, even during the most intense workouts. Each piece in our collection is carefully selected to ensure the highest quality and the latest trends, ensuring that our customers always find something that resonates with their personal style.

Located in the heart of Columbus, OH, StyleSaga Boutique is perfectly positioned to serve the local community. Our presence in Columbus allows us to understand and cater to the unique tastes and preferences of our customers, providing a personalized and immersive shopping experience.

Our confidence in the success of StyleSaga Boutique stems from several key factors. Firstly, our founder brings invaluable experience from previously running a successful clothing store, providing a solid foundation for our operations. Moreover, our commitment to quality and variety sets us apart from the competition. We take pride in offering better clothing options and a wider variety of styles than any other store in the area, ensuring that our customers always find something they love.

Since our inception on January 3, 2024, StyleSaga Boutique has made significant strides as a business. We are officially registered as a S Corporation, a testament to our commitment to professionalism and growth. Our accomplishments to date include designing our unique logo, developing our distinctive company name, and securing a prime location for our store. These milestones mark just the beginning of our journey, and we are excited about the future of StyleSaga Boutique in Columbus, OH.

The Clothing Store industry in the United States is a significant and thriving market. According to recent data, the market size was estimated to be around $292 billion in 2020. This demonstrates the immense opportunity and potential for growth within the industry. Furthermore, it is projected that the industry will experience a steady growth rate of 3.6% annually over the next five years. This optimistic outlook indicates that the Clothing Store industry is poised for further expansion.

Several trends have emerged in the Clothing Store industry that bode well for StyleSaga Boutique. One notable trend is the increasing demand for eco-friendly and sustainable fashion. Consumers are becoming more conscious of the environmental impact of their clothing choices and are actively seeking out brands that prioritize sustainability. StyleSaga Boutique can capitalize on this trend by offering a range of ethically sourced and environmentally friendly clothing options, setting itself apart from competitors and appealing to a growing market segment.

Another trend that favors StyleSaga Boutique is the rising popularity of online shopping. In recent years, there has been a significant shift towards e-commerce in the retail sector, and the Clothing Store industry is no exception. With its online platform, StyleSaga Boutique can tap into the growing number of consumers who prefer the convenience and ease of online shopping. By providing a seamless online shopping experience and leveraging digital marketing strategies, the boutique can reach a wider customer base and drive sales.

Below is a description of our target customers and their core needs.

Target Customers

StyleSaga Boutique will target a diverse clientele, with a primary focus on local residents who are seeking unique and fashionable clothing options. This group is expected to have a keen interest in fashion trends and will appreciate the boutique’s curated selection of apparel. Their purchasing decisions are often influenced by quality and exclusivity, making them ideal customers for StyleSaga Boutique.

The boutique will also cater to young professionals in Columbus, OH, who are aiming to enhance their wardrobes with stylish yet professional attire. This segment values convenience and quality, and will seek out StyleSaga Boutique for its unique offerings that cannot be found in larger retail stores. They are likely to become repeat customers, relying on the boutique for seasonal updates to their wardrobes.

Furthermore, StyleSaga Boutique will tailor its offerings to attract fashion-forward students from local colleges and universities. This demographic is always on the lookout for the latest trends at affordable prices. The boutique will leverage this by offering a mix of high-quality yet budget-friendly pieces, ensuring it becomes a go-to destination for students aiming to maintain a stylish appearance without breaking the bank.

Customer Needs

StyleSaga Boutique emerges as a beacon of high-quality clothing for those residents in Columbus who prioritize excellence in their wardrobe. They can expect a curated selection of apparel that not only meets but exceeds their expectations in terms of fabric quality, craftsmanship, and durability. This commitment to quality ensures that customers have access to pieces that not only look stunning but are also built to last, providing them with value for their investment.

In addition to quality, StyleSaga Boutique understands the importance of offering unique and trendy options for its customers. Shoppers can find themselves enveloped in the latest fashions that cater to a variety of tastes, from the classic and timeless to the avant-garde. This wide array of choices guarantees that customers can express their individual styles while remaining on the cutting edge of fashion trends.

Moreover, StyleSaga Boutique addresses the need for personalized and attentive customer service. Customers can expect a shopping experience that is tailored to their needs, with staff members who are knowledgeable and eager to assist in the selection process. This level of service not only makes the shopping experience enjoyable but also ensures that customers feel valued and understood, fostering a sense of community and loyalty to the boutique.

StyleSaga Boutique’s competitors include the following companies:

Tigertree is a well-regarded competitor known for its unique blend of clothing and lifestyle products. It offers a carefully curated selection of apparel, accessories, gifts, and home decor items. The price points at Tigertree cater to a mid-range budget, making it accessible to a broad segment of customers. Tigertree’s revenues stem from both its brick-and-mortar location in Columbus, OH, and its online store, which extends its reach beyond local customers. The store’s key strengths include its distinctive product selection and strong brand identity. However, its reliance on non-essential, discretionary items could be seen as a weakness in economically challenging times.

Second Chance Consignment Boutique specializes in high-quality, gently used clothing and accessories for women. This store appeals to budget-conscious consumers looking for designer brands at a fraction of the cost. Price points vary widely depending on the brand and condition of items, but are generally significantly lower than retail prices for new goods. Located in Columbus, OH, Second Chance Consignment Boutique serves a local customer base. The store’s key strength is its ability to offer luxury brands at affordable prices, attracting both bargain hunters and environmentally conscious shoppers. A potential weakness is the inconsistency of inventory, which can vary greatly in size, style, and brand availability.

College Traditions focuses on apparel and merchandise for fans of Ohio State University. It offers a wide range of products from clothing and accessories to home decor and gifts, all branded with OSU logos and colors. The store’s price points are designed to be accessible to a broad audience, including students, alumni, and sports fans. Situated near the OSU campus in Columbus, OH, College Traditions benefits from a loyal customer base of students, alumni, and local sports enthusiasts. Its key strength is its niche focus on OSU-branded merchandise, which capitalizes on the strong community spirit and sports culture in Columbus. A potential weakness is its limited appeal to non-OSU fans, which could restrict its market reach.

Competitive Advantages

At StyleSaga Boutique, we pride ourselves on offering superior quality clothing that clearly stands out from what our competition can provide. Our commitment to excellence is evident in every piece of garment we produce, ensuring that each item not only meets but exceeds the expectations of our discerning customers. This dedication to quality is a cornerstone of our competitive advantage, allowing us to attract a loyal customer base that values craftsmanship and durability in their clothing. We understand that in the fashion industry, the quality of the materials and the finesse in the manufacturing process can make a significant difference in the end product. Therefore, we meticulously select premium fabrics and employ skilled artisans who share our passion for creating exceptional clothing.

Furthermore, we offer an unparalleled variety of clothing options to cater to the diverse tastes and preferences of our customers in Columbus, OH. We believe that variety is key in keeping our offerings fresh and exciting, ensuring that every visit to our boutique presents a new opportunity for discovery. Our extensive range includes the latest trends, timeless classics, and unique pieces that can’t be found anywhere else. This variety not only sets us apart from our competitors but also positions us as a one-stop-shop for all fashion needs. Our ability to provide a wide array of choices means that every customer can find something that perfectly matches their personal style and occasion, making us a go-to destination for fashion enthusiasts seeking quality and diversity in their wardrobe.

Our marketing plan, included below, details our products/services, pricing and promotions plan.

Products and Services

Embarking on a new journey in the fashion industry, StyleSaga Boutique emerges as a beacon of style, offering a diverse range of clothing options that cater to the fashion-forward individuals of today. With a commitment to quality and the latest trends, StyleSaga Boutique ensures that every customer finds something that not only resonates with their personal style but also adds a touch of uniqueness to their wardrobe.

At the heart of StyleSaga Boutique’s collection are the T-Shirts, a staple in everyone’s wardrobe. These aren’t just any T-shirts; they are a blend of comfort, style, and statement. Customers can expect to find a variety of designs, from minimalist to graphic tees, ensuring there’s something for every taste. The average selling price for these T-shirts is set at a competitive $25, making fashion accessible without compromising on quality.

Understanding the importance of versatility in clothing, StyleSaga Boutique offers an extensive selection of Jeans and Bottoms. From high-waisted jeans to comfortable leggings, the range is meticulously curated to cater to different occasions and preferences. The boutique takes pride in providing pieces that are both stylish and durable, with prices averaging around $50. This ensures that customers are investing in items that are not only trendy but also offer value for money.

For those looking to elevate their wardrobe with feminine flair, the Dresses and Skirts section is a treasure trove of options. Whether it’s a casual day dress or an elegant skirt for a night out, StyleSaga Boutique has something to match every mood and event. With an emphasis on quality fabrics and flattering fits, the average selling price for these items is thoughtfully set at $60, allowing customers to indulge in premium fashion at reasonable prices.

Recognizing the need for versatile outerwear, StyleSaga Boutique presents a collection of Jackets and Coats that are both functional and fashionable. From cozy winter coats to lightweight jackets perfect for transitional weather, the boutique ensures customers are prepared for any season. With prices averaging at $100, these outerwear pieces are an investment in style and comfort, designed to last through the seasons.

Last but not least, the Activewear section caters to the modern lifestyle, combining fashion with functionality. Understanding the dynamic needs of today’s consumers, StyleSaga Boutique offers activewear that is perfect for the gym, outdoor activities, or simply for those who prefer a sporty aesthetic. With an average price of $40, customers can expect high-quality, durable pieces that don’t compromise on style.

In summary, StyleSaga Boutique stands as a one-stop fashion destination in Columbus, OH, offering a wide range of clothing items that cater to various tastes and occasions. With competitive pricing and a focus on quality, the boutique is poised to become a favorite among those who appreciate fashion that’s both accessible and distinctive.

Promotions Plan

StyleSaga Boutique leverages a multi-faceted promotional strategy to attract and retain customers in the competitive Columbus, OH, marketplace. At the core of these efforts, online marketing plays a pivotal role. Through a combination of social media engagement, targeted ads, and a robust email marketing campaign, StyleSaga Boutique ensures a constant and engaging online presence. Social media platforms, particularly Instagram and Facebook, serve as primary channels for showcasing the latest collections, sharing fashion tips, and engaging directly with the fashion-forward community. Tailored ads, based on customer interests and browsing history, help in reaching potential customers efficiently.

Beyond online marketing, StyleSaga Boutique also embraces the power of local collaborations. By partnering with local influencers and fashion bloggers for sponsored posts and event collaborations, the boutique amplifies its reach and credibility among the local fashion community. These partnerships not only increase visibility but also endorse the boutique’s unique offerings in a more personal and relatable manner.

In-store events are another key promotional method. StyleSaga Boutique hosts exclusive shopping nights, fashion shows, and styling workshops, transforming the store into a community hub for fashion enthusiasts. These events not only create buzz but also provide a tangible experience of the brand’s identity and values, fostering a loyal customer base.

Loyalty programs and exclusive member discounts further incentivize repeat business. Customers expect rewards for their loyalty, and StyleSaga Boutique meets these expectations with a well-structured rewards program. This program offers points for purchases, referrals, and social media engagement, which can be redeemed against future purchases, thus encouraging continuous engagement with the brand.

Lastly, public relations efforts, including press releases and features in local lifestyle magazines, play a crucial role in building the boutique’s reputation. By highlighting the unique aspects of StyleSaga Boutique, such as its commitment to sustainable fashion or its support for local designers, these efforts elevate the boutique’s profile and attract a wider audience.

Overall, StyleSaga Boutique employs a dynamic mix of online and offline promotional tactics to establish a strong brand presence in Columbus, OH. Through targeted online marketing, local collaborations, engaging in-store events, rewarding loyalty programs, and strategic public relations, the boutique ensures it remains a preferred destination for fashion lovers in the area.

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 StyleSaga Boutique, there are several key day-to-day operational processes that we will perform.

  • Inventory Management: We continuously monitor and update our inventory to ensure that popular items are always in stock, while also introducing new and trendy items regularly to keep our offerings fresh and appealing.
  • Customer Service: Our staff provides exceptional customer service, assisting shoppers in finding what they need, offering fashion advice when requested, and handling returns or exchanges promptly and courteously.
  • Store Presentation: We maintain a clean, organized, and inviting store environment. This includes regular cleaning, creating attractive displays, and ensuring that merchandise is well-organized and easy to browse.
  • Marketing and Promotions: We execute targeted marketing campaigns and promotions to attract new customers and retain existing ones. This involves managing social media accounts, sending out newsletters, and running in-store promotions.
  • Sales Monitoring: We closely monitor sales data to understand customer preferences and trends. This information helps us make informed decisions about inventory, marketing strategies, and potential adjustments to our product offerings.
  • Financial Management: We diligently track all financial transactions, including sales, expenses, and profits, to ensure the financial health of the boutique. This includes managing budgets, forecasting future financial performance, and making adjustments as necessary.
  • Employee Training and Management: We invest in regular training for our employees to ensure they are knowledgeable about our products and skilled in customer service. Additionally, we manage staff scheduling to ensure adequate coverage during peak times and events.
  • Supplier and Vendor Relations: We maintain strong relationships with our suppliers and vendors to ensure we receive high-quality merchandise on time and at the best possible prices. This also involves negotiating contracts and managing any issues that arise.
  • Compliance and Legal Requirements: We stay informed about and comply with all local, state, and federal regulations affecting our business, including those related to employment, sales tax collection, and consumer rights.
  • Community Engagement: We actively seek ways to engage with and contribute to our local community, such as participating in local events, sponsoring local sports teams, or collaborating with other local businesses. This helps build a strong, positive brand presence in Columbus, OH.

StyleSaga Boutique expects to complete the following milestones in the coming months in order to ensure its success:

  • Securing a Prime Location : Finding and securing a retail space in a high-traffic area of Columbus, OH, that aligns with StyleSaga Boutique’s target market. This is critical for attracting foot traffic and establishing the store’s presence.
  • Obtaining Necessary Permits and Licenses : Completing all legal and regulatory requirements to operate a clothing store in Columbus, OH. This includes business registration, sales tax permits, and any other local requirements.
  • Building Out the Store : Designing and outfitting the retail space to create an inviting and brand-aligned shopping environment. This involves interior design, purchasing fixtures and displays, and setting up a point-of-sale system.
  • Sourcing Inventory : Establishing relationships with clothing suppliers and designers, and purchasing initial inventory. This includes selecting a range of products that align with the brand’s identity and target customer preferences.
  • Hiring and Training Staff : Recruiting, hiring, and training employees who are passionate about fashion and provide excellent customer service. This will include sales associates, a store manager, and possibly a marketing or social media coordinator.
  • Launch Our Clothing Store : Officially opening StyleSaga Boutique with a launch event or promotion to generate buzz and attract initial customers. This milestone marks the transition from setup to operation.
  • Implementing a Marketing Strategy : Developing and executing a marketing plan that includes social media, local advertising, and community engagement to build brand awareness and drive traffic to the store.
  • Establishing an Online Presence : Creating a professional website and e-commerce platform to extend the store’s reach beyond local customers. This includes online marketing efforts to drive traffic to the website.
  • Monitoring and Adjusting Inventory Based on Sales Data : Using sales data to adjust product offerings, stocking more of what sells well, and phasing out what does not. This will help in managing inventory costs and improving profitability.
  • Get to $15,000/Month in Revenue : Achieving this level of monthly sales is crucial for covering operating expenses and reaching profitability. It involves continuously refining marketing efforts, inventory selection, and in-store experience based on customer feedback and sales data.

StyleSaga Boutique management team, which includes the following members, has the experience and expertise to successfully execute on our business plan:

Mia Anderson, CEO

Mia Anderson brings a rich background in the retail clothing industry, with an impressive track record of entrepreneurial success. Her experience includes running a successful clothing store, where she honed her skills in business management, customer relations, and inventory strategy. Mia’s leadership abilities and deep understanding of the fashion retail market make her an invaluable asset to StyleSaga Boutique. Her vision for the boutique encompasses not only leveraging her past success but also implementing innovative strategies to adapt to the ever-changing fashion industry, ensuring StyleSaga Boutique’s growth and sustainability.

StyleSaga Boutique is seeking additional funding to reach our growth goals. This investment will be directed towards expanding our inventory with a focus on sustainable and ethically sourced products, enhancing our marketing efforts to increase brand awareness and customer engagement, and improving our online presence through website development and e-commerce platforms. Our financial strategy is designed to ensure long-term profitability and sustainability, positioning us for success in the competitive fashion retail market.

Financial Statements

Balance sheet.

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Income Statement

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Cash Flow Statement

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Clothing Store Business Plan Example PDF

Download our Clothing Store Business Plan PDF here. This is a free clothing store business plan example to help you get started on your own clothing store plan.  

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  29. Sample Clothing Store Business Plan

    Marketing Plan. Our marketing plan, included below, details our products/services, pricing and promotions plan. Products and Services. Embarking on a new journey in the fashion industry, StyleSaga Boutique emerges as a beacon of style, offering a diverse range of clothing options that cater to the fashion-forward individuals of today.