Free Digital Marketing Plan and Digital Media Templates

By Joe Weller | January 18, 2021

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You’ll find a collection of essential free digital marketing plan and digital media templates for marketers, enterprises, small businesses, startups, and others. Plus, tips to help you plan and manage digital marketing projects.

On this page, you'll find many helpful digital marketing and digital media templates, including a simple digital marketing plan template  and a  digital marketing project plan checklist template .

Digital Marketing Plan Template

Digital Marketing Plan Template

Use this template to build national, local, public relations, and social media digital marketing plans. Track your campaign’s success in month-by-month columns, and use the content strategy section to ensure the best industry tools are at your disposal. 

Excel | Google Sheets

Digital Strategic Marketing Plan Template

digital marketing business plan doc

This digital strategic marketing plan template helps you identify the objectives of your marketing campaign, so you can plan, implement, and track its success. Note your marketing plan objectives, target market, budget, and other details on the template. 

With this fully customizable template, you can include marketing-specific components for running powerful digital marketing campaigns. 

Download Strategic Digital Marketing Plan Template

Excel | Google Sheets  | Smartsheet

Digital Marketing Project Plan Template

Marketing Project Plan Template

Use this basic project plan template for week-by-week and month-by-month views into a digital marketing project. Assign task IDs, task names, priorities; track status; designate an owner; and add projected and actual start and end dates and progress notes. 

Keep apprised of your digital marketing project plan’s individual tasks — and gauge its success — with this easy-to-use digital marketing project plan template.

Download Digital Marketing Project Plan Template

Digital Marketing Project Plan Checklist Template

Marketing Project Plan Checklist

Track your digital marketing project plan’s progress with this checklist template. Enter major and minor actions, along with the corresponding task, assigned team member, deadline, and completion status. Cover every detail in your digital marketing project plan with this checklist. 

Download Marketing Project Plan Checklist Template

Excel  | Google Sheets

One-Page Digital Marketing Project Plan Template

One Page Marketing Project Plan Template

This single-page digital marketing project plan template offers a streamlined tool to plan, implement, and track all project stages. Add your business summary, objectives, project plan problems and solutions, competitive-advantage details, target marketing, marketing strategy and objectives, and financial requirements.

You can also enter information about your marketing channels, products, promotional details, prices, and performance standards, as well as how you’ll measure results. This efficient, one-page template provides an overview of how well you are implementing your digital marketing project plan. 

Download One-Page Marketing Project Plan Template

Excel | Word | PDF | Google Doc

Small-Business Digital Marketing Project Plan Template

Small Business Marketing Project Plan Template

Map action items with this small-business digital marketing project plan template. Use this fully customizable template to document digital marketing goals, including strengths, weaknesses, opportunities, and threats . Specify your target market, digital marketing strategy , and research results. 

Download Small Business Digital Marketing Plan Template

Word | PDF | Smartsheet

Digital Marketing Project Plan Template for Startups

Marketing Project Plan Template for Startup Business

This digital marketing project plan template is ideal for startups because it features a pre-built plan and startup-specific tools. Add your executive summary, vision statement, goals, target market, marketing strategy, and financial details to the template.

Find more tips and solutions for startups by reading “ Free Startup Plan, Budget & Cost Templates .” 

Download Digital Marketing Project Plan Template for Startups

Streamline Digital Market Plans with Smartsheet

The best marketing teams know the importance of effective campaign management, consistent creative operations, and powerful event logistics -- and Smartsheet helps you deliver on all three so you can be more effective and achieve more. 

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

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

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Digital Marketing Agency Business Plan

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Digital marketing is the need of the hour for every business around. Be it expanding the presence of your business or growing one from scratch, digital marketing can come in very handy.

And that’s when a digital marketing agency comes into the picture. As there are a variety of things a digital marketing agency can do, these agencies have a wide spectrum of opportunities too.

And if you are a creative individual who has good people skills and a good knowledge of social media, a digital marketing agency can become a profitable business for you.

All you need is a digital marketing agency business plan to help you get going.

Industry Overview

The global digital marketing industry stood at a whopping value of 49.43 billion US dollars in 2020, and with the rapid growth of social media and online business promotions, it wouldn’t slow down anytime soon.

The major reason for this growth is the rising use of social media and the internet to gain information about products and services as well as to buy the same.

Also, content consumption is increasing every day, which contributes immensely to the growth of digital marketing.

Apart from all the above, as digital marketing is cheaper than traditional marketing methods its popularity is increasing, especially among small businesses.

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Things to Consider Before Writing a Digital Marketing Agency Business Plan

Have a good team.

Digital marketing involves a variety of skills and specializations. Having a team of individuals who complement each other’s skills can take you a long way. Hence, it is essential to have a team that can help you through complicated projects and comes up with unique ideas to help your agency stand out. Also, if you get to combine it with brilliant execution, your agency is highly likely to get an upper hand over your competitors.

Build your online presence

Your online presence is not only important for promoting your business but also proof of how skilled you are at your job. After all, if you can build your business’s presence your clients are more likely to trust you with their businesses.

Pick your niche

As almost any business or organization can use the help of a digital marketing agency, it is essential to pick one that suits you the best before getting started. It helps you develop your expertise in that area and get better at more complex projects. Which eventually helps your business become profitable and build your brand’s identity as well.

Build a system to help you keep up with the trends

Marketing and social media today are highly influenced by trends. Memes are ruling the digital space and people like to see different perspectives from a brand on popular topics. Hence, it is important to develop a system that helps you stay updated with trending topics as well as new methodologies.

Chalking out Your Business Plan

With each passing day, the number of internet users is increasing. The world is changing much faster with the help of the internet, smartphones, smart televisions, and many other digital gadgets & technology.

Marketing is all about reaching out to your potential audience in all possible ways. Digital marketing is the best of them because people are spending most of their time on the internet.

Digital marketing includes Search Engine Optimization (SEO), Content Marketing, Social Media Marketing, Pay Per Click (PPC), Affiliate Marketing, Native Advertising, Email Marketing, Online PR, Sponsored content, Backlinks Generation, and many more services.

Before you start your digital marketing agency, it is important to have a clear business plan.

Writing Your Business Plan

If you are planning to start a new digital marketing business , the first thing you will need is a business plan. Use our sample Digital Marketing Business Plan created using upmetrics business plan software to start writing your business plan in no time.

Before you start writing your business plan for your new digital marketing agency, spend as much time as you can reading through some examples of  advertising and marketing-related business plans .

Reading sample business plans will give you a good idea of what you’re aiming for and also it will show you the different sections that different entrepreneurs include and the language they use to write about themselves and their business plans.

We have created this sample Digital Marketing Agency Business Plan for you to get a good idea about what a perfect digital marketing business plan should look like and what details you will need to include in your stunning business plan .

Digital Marketing Agency Business Plan Outline

This is the standard digital marketing agency business plan outline which will cover all the important sections that you should include in your business plan.

  • Introduction
  • Mission Statement
  • Vision Statement
  • Keys to Success
  • 3 Year profit forecast
  • Company Ownership
  • SWOT Analysis
  • Market Trends
  • Target Market
  • Competitive Advantage
  • Payment Options
  • Sales Forecast
  • Sales Yearly
  • Detailed Sales Forecast
  • Personnel Plan
  • Average Salaries
  • Important Assumptions
  • Brake-even Analysis
  • Profit Yearly
  • Gross Margin Yearly
  • Projected Cash Flow
  • Projected Balance Sheet
  • Business Ratios

The Quickest Way to turn a Business Idea into a Business Plan

Fill-in-the-blanks and automatic financials make it easy.

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Download a sample digital marketing business plan

Need help writing your business plan from scratch? Here you go;  download our free digital marketing business plan pdf  to start.

It’s a modern business plan template specifically designed for your digital marketing business. Use the example business plan as a guide for writing your own.

After getting started with Upmetrics , you can copy this sample business plan into your business plan and modify the required information and download your digital marketing agency business plan pdf or doc file. It’s the fastest and easiest way to start writing your business plan.

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About the Author

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Upmetrics Team

Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more

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Download Digital Marketing Agency Business Plan

digital marketing business plan doc

How to Write a Digital Marketing Agency Business Plan (with PDF Template)

digital marketing business plan doc

SEOptimer now serves over 2,000 digital agencies around the world and through the years we've had the chance to connect with many of our agency customers to understand their early days in starting their agency. This is incredibly interesting to us because it helps us understand where and how they plan to grow so we can help build the features they need in SEOptimer.

This article is the 3rd in our series focused on starting a new digital agency. For some useful prior reading be sure to check out our previous articles:

  • How to Start a Digital Marketing Agency : a comprehensive guide covering typical agency business models, services, hiring, training, new business, day to day management and more!
  • Digital Agency Lean Canvas : a digital agency business model on a single page! The lean canvas is a popular documentation methodology borrowed from the tech startup world.

Don't be dismayed if it feels like there's a lot of other competing digital agencies in your city. This is perfectly normal. Digital marketing services like local SEO, for example, are dominated by small agencies. Search Engine Land reported that over 50% of local SEO agencies have 10 or fewer clients. Forbes Council Member Jon Hall says, this keeps the industry "weird" - aka diverse as its not dominated by a small handful of big agencies.

Agency Business Plan PPTX

The first step in launching a new digital marketing agency is to write a plan. In this guide, we'll cover two of the more traditional ways to define a business plan document with handy downloadable templates:

  • Digital Marketing Agency Business Plan Document (DOCX & PDF) Template
  • Creative Agency Business Plan Deck (PPTX) Template

Why do you need a Digital Marketing Agency Business Plan?

The days of mandatory 50+ page business plans are long gone. The choice is now yours as to whether you define your digital agency business plan in an in-depth strategic document or not. Some agency founders find it useful to brainstorm this way and document their thought process in a long-form fashion across many pages. Other founders prefer creating shorter slide decks, others opt for a 1-page lean canvas version or some even write their plan in a wiki or business planning tool.

There is no right or wrong way to document your plan. You need to find the documentation method that suits you best. If you're unsure what suits you best, the following factors may help you decide:

Consideration #1: Who is the audience?

Think about who this document is for. Who will read it? In some cases it will just be you and the founding team. If you are raising money, obviously your investors will be a key audience.

You might also have business partners or board members who may be an audience too. When thnking through all these different groups, work backwards from the most optimal presentation format.

Consideration #2: Seek an unbiased third-party opinion

Devin Schumacher is the Founder of SEO agency SERP and says it's easy to get swept up in your own overly optimistic projections.

"Ask an experienced agency founder you trust or admire to sanity-check your plan. Seeking an objective opinion from a third-party detached from your new business is vital."

Devin Schumacher

Devin makes a great point. This type of peer review methodology is commonplace in other industries but sometimes lacking amongst agency founders. Make sure you get at least 1 other unbiased opinion from someone who has already achieved success in your niche.

Don't fall into the trap of asking a friend or your accountant or someone you know personally to review your plan. Doing so will give you a biased opinion. You need an unbiased opinion from someone willing to give you objective feedback.

Consideration #3: Stand your ground

The whole point of a business plan is to take the time and effort to research the market, your competitors and potential clients. This document will distill all your insights into a strategic plan you can operationalize. As is always the case, unexpected distractions masquerading as opportunities (rightly or wrongly) will pop up in your field of view demanding your attention.

Perhaps it's a new client opportunity with a project slightly adjacent to your niche. Perhpas a hiring opportunity for a role you didn't plan to hire yet. Sometimes the hardest thing is to say no, when you're in the mindset of taking every opportunity for growth.

During these situations, revisit your agency business plan and remind yourself of your focus area niche and how you planned to grow within that niche.

Consideration #4: But, be ok with change

Rebekah Edwards

In fact this balance between sticking to the plan and pivoting the plan needs to be navigated by every digital agency founder. It's not easy and often you will be second-guessing yourself.

"Every agency owner I know has had to massively adjust their target audience, pricing structure, competitor analysis, and service offerings based on the way they grow over the first 2-5 years."

Rebekah says that founders need to be prepared for change, afterall, digital marketing is in constant flux and evolution, so change is the norm and we need to write business plans with flexibility in mind.

Trust your performance metrics and continue to do the things that have the biggest quantifiable business impact.

Typical Business Plan structures

We mentioned previously that there's no right or wrong way to document your business plan. So with that said, let's look at some typical marketing agency business plan templates that you can use. After considering all the factors above, choose the structure that works for you and your stakeholders best. We've outlined six of the more common options below:

Option #1: Written business document

This is the more traditional (and still valid) way to describe your business. A written business plan document in MS Word or Google Docs is still the most common way to document your digital marketing agency business plan.

Business Plan document

This type of business plan is considered "long-form", ie: longer in length and suited to more descriptive language. Expect to write longer rationales, longer explanations with plenty of space for evidence, research, insights and strategy. This type of plan will likely be 30+ pages and feel comprehensive. This comprehensiveness is especially needed if external investors or business partners are involved who need to be convinced of the robustness of your plan.

Option #2: Slide deck

The PowerPoint Presentation (or Google Slides or Keynote) has become the go-to corporate communication format. Digital agency founders spend most of their time communicating to staff, clients and stakeholders in PowerPoint so it makes sense to use this format for the purposes of communicating the agency's overall business plan.

Business Plan PowerPoint

The fundamental difference between this option and the written document, is that a slide deck is a presentable format. So typically you might be in the room with your business partners, walking through the presentation on the screen. Whereas in option #1, a written document is not a compelling way to present an idea. It's much more suited as a sent document to be consumed in isolation. That's not to say that a slide deck can't be utilized this way, it's just more common that you would be presenting and talking through your plan with the slides serving as a visual backup to what you say.

There's also a good argument for doing both (ie written document AND slide deck). It comes down to who all the stakeholders are (eg investors, business partners or just you) and whether you intend to present your plan or just document your plan.

Option #3: Lean canvas

The Lean Canvas developed by leanstack.com is a business plan on a page split into 10 boxes. This planning document has become very popular in the tech/startup world and has since been adopted in many other industries, including digital agencies. Be sure to check out our previous article explaining how to use a Lean Canvas for your agency .

SEOptimer - Digital Agency Lean Canvas

The entire business plan fits on a single page which means you obviously need to sweat on every single world and ensure only the most important details are included. We are big supporters of this format because this helps you prioritize and focus your efforts down to the fundamental aspects of your new business.

Option #4: Wiki

In the context of a business, a Wiki is usually an internal website with multiple interlinking articles. The biggest Wiki in the world is Wikipedia and if you want to get really meta, check out Wikipedia's wiki about wikis :

"A wiki (/wɪki/ WIK-ee) is a hypertext publication collaboratively edited and managed by its own audience directly using a web browser. A typical wiki contains multiple pages for the subjects or scope of the project."

Wiki's are generally perceived as internal knowledge bases so if your business plan has executional detail, this might be a good format for documenting processes and methodologies for staff.

Option #5: General Planning tool

Tools like Notion and Trello have grown massively in recent years as more people are working remotely and more work in general is being done collaboratively online.

Notion Business Plan

These types of planning tools are designed to be multi-purpose and fall somewhere between a wiki and a specialized business planning tool.

How to construct the business plan

Now that we've covered the typical business plan structures let's look at the specifics of how you actually go about constructing the business plan and each of the main tasks you need to perform and sections of the business plan.

Market research data gathering

Customer/client research.

Rebekah Edwards, who we spoke to previously stresses the importance of market research with as many potential clients as you can. She interviewed several businesses in their target market when developing their service offerings and pricing. Some of the questions she thought were most helpful included:

  • With no other information, what do you think X would cost from an agency? (X being the service in question.)
  • What is the biggest roadblock for you to accomplish X in-house? (X being basic content/SEO projects, such as article creation/editing/uploading or strategizing new keywords.)
  • How would you typically search for a digital marketing agency? (Referrals, social media, Google search, etc. — this helped us understand how to best market our services)
  • If you already work with a digital marketing agency of any kind, what stood out? Why did you sign on the dotted line?
  • Have there been digital marketing agencies you've specifically decided not to work with for any particular reason? What were the red flags or the issues with a fit that led you to say no?
  • What matters most to you when working with a digital marketing agency? (Examples: data/analytics, frequent communication, hitting deadlines every time, price, niche of expertise, etc.)

Answers to these questions are invaluable as they help you position and market your new digital agency based on customer insight.

Competitor research

The importance of competitor research goes without saying. It's vital you have a good understanding of how your competitors are going to market, how they sell, who they target and what their rough price points are. If you have a friend who owns a small business, ask them to mystery shop at a competitor so they can report back to you what the sales process was like.

Competitor types

The way you position and sell your services should be informed by a combination of both customer insights and competitor insights. Addressing client needs whilst maintaining a unique selling proposition will set your new digital agency up for success!

Building out the business plan

Download our template: digital marketing agency business plan document.

To make edits to the document make sure to download our DOCX template which you can edit directly in Microsoft Word. However if you would prefer a printable PDF, we also provide this option too. Use these templates as a starting point to help you draft your digital marketing business plan:

Business Plan DOCX

Below are some of the highlight areas of the plan:

Market Research Findings

We suggest conducting three types of research to inform your marketing agency business plan:

  • Qualitative research like one-on-one interviews, focus groups and meetings with prospective clients
  • Quantitative reserach like online surveys, mass emails and multivariate testing
  • Competitor analysis to determine their strengths and weaknesses

Market Research

Unique Selling Proposition (USP) and Service Offering

Nailing your USP will be tough especially if you are in a competitive industry / city. Use the previous market research tasks to discover where the gaps are in the market and leverage these insights to position your new agency to be competitive AND different. Perform a SWOT analysis based on your new USP. Then you can determine your actual service offerings and pricing strategy.

USPs

Go-To-Market (GTM) Plan and Org Structure

Define your target market - the exact client types who you want to sell to and list the marketing and advertising activities that you will perform that would be most effective in reaching these types of people.

Also list your people (this might not be many on day 1!), sources of advice and support as well as the strategies you'll use to retain your staff and build their skills and knowledge.

Go To Market Plan

Goals Sales Forecasting

This marketing agency business plan template includes goal setting for the next year and goal setting for the next 3 years. This page is structured to help you set SMART goals.

SMART goals are:

  • Specific : In the '[Enter a goal]' section describe your goal clearly and ensure you attach a person responsible in the 'Who's responsible' section.
  • Measureable : Ensure the actions you list in the 'Actions to achieve goal' have an objective outcome
  • Achievable : Ensure you sense-check your goals with your team and all agree that they are attainable
  • Relevant : Ensure this is a priority goal and will help your new agency grow
  • Time-bound : Enter a due date to ensure the goal doesn't get forgotten

Use the Cash flow forecast table as a simple way to visualize cash-on-hand in your first 12 months. Add rows to estimate your monthly expenses like payroll, rent, utilities, subscriptions, insurance, fees and other ongoing costs.

Goal setting

Tools and Tech

Finally, list out all the tools and technology your new agency will likely need to run an efficient operation. We've listed SEOptimer for you already because it's one of the best, low-cost lead generation tools for your agency. Over 2,000 digital agencies use SEOptimer to generate white label site audits and embed an audit form on their agency website to capture new lead details.

Tools & Tech

Creative Agency Business Plan Slide Deck PPTX Template

If you prefer a slide deck template, use this creative agency business plan example in PowerPoint format:

Business Plan PPTX

Tim's background is in digital marketing working for both large and small digital agencies and diverse client types. He has a passion for tech, software and staying up to date on the latest search engine news.

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Digital Marketing Plan Template

digital marketing business plan doc

Digital marketing is part of every modern marketing strategy. That’s because it’s a cost-effective way to get your message in front of the people who truly matter: your target audience. 

In traditional marketing, you spend a lot of money to blast your brand to the masses. And it can be tough to calculate ROI because you never really know who’s at the other end of your ad. 

Digital marketing brings the advantage of precision, with clear metrics for measuring success. You get to choose who your message goes to when and engage directly with your ideal customer in the spaces they’re most active. The result is higher conversion rates with less money wasted.

What is a digital marketing plan?

A digital marketing plan is the core document you’ll use to map out how you market your brand or product in digital spaces. You might have high-level plans for website optimization, content marketing, SEM, and social media initiatives in your digital marketing strategy. It’s where all the details live and breathe—from business goals and objectives to campaign timelines, budgets, and marketing channels. 

A digital marketing strategy helps you deliver the right message to specific segments within your target audience. Consider it a roadmap for how you’ll guide potential customers through your marketing funnel. Your digital marketing plan should include activities that:

  • Raise brand awareness
  • Convince your audience to evaluate your product or service
  • Lead prospects to make a purchase decision
  • Re-engage or delight existing customers

Creating a digital marketing plan

Before you sit down to build out your plan, you’ll need to do a little legwork. Let’s take a look at the details that go into a digital marketing strategy and how to put a solid plan together.

What should your digital marketing plan include? 

Here are a few key elements to consider: 

  • Business goals or objectives: Every digital marketing plan should tie into overarching business goals, so be sure your digital marketing strategy contributes to your organization’s big-picture objectives. 
  • Audience: Buyer personas are a great tool for understanding your target audience and can help ensure every piece of your marketing plan delivers optimal results.
  • Budget: Set clear expectations for what you can spend on marketing initiatives, and use it as a guide to inform your decisions. Remember to take any monthly subscription fees, paid advertising campaigns, and third-party agencies or freelance workers you may hire into account as you plan your annual or quarterly budget.
  • Timeline: Be sure to consider major company goals and initiatives so you can sync your campaigns to business objectives appropriately. Think through dependencies as you scope out major phases of your plan (e.g., do you need to build a landing page before you can launch a campaign?) You’ll also want to factor in any big meetings, deadlines, outages, or other drivers that may affect your timeline. 
  • Channels: There are lots of ways to reach your target audience. But which channels will be most effective? Evaluate the channels you have available to see which ones give you the best bang for your buck—with the biggest growth potential—at each stage of your digital marketing strategy.

How to outline a digital marketing plan

After you’ve done your research and gathered all the pieces, it’s time to lay out your digital marketing plan. Here’s the process we recommend. 

  • Start by sitting down with your team and/or stakeholders, and sketch out a rough plan together. You’ll need their input to understand the full scope of work involved, and it’s a great opportunity to discuss any expectations and/or limitations that may impact your plan. 
  • Once you’ve gathered input from all the right people, you’re ready to turn your high-level sketch into a detailed plan. Build your digital marketing plan out in a project management tool that’s easy to update and share with team members and stakeholders. That way everyone can log progress and collaborate on tasks together. 
  • Keep an eye on how your plan is progressing throughout the year, and regularly update your team and stakeholders on progress. Talk about risks and issues early and often so you can work together to keep everything on time and under budget. If plans shift, note the reason why and capture changes so you can plan better next time. 

Digital marketing plan example

digital marketing business plan doc

In this digital marketing plan example, we grouped marketing activities by type. For instance, all content-related initiatives, such as blog posts and webinars, fall under the Content marketing category. There’s also a place to schedule major campaigns so you can see how campaigns fit into your larger digital marketing picture. 

digital marketing business plan doc

We used a gantt chart for this example because it makes it easy to keep track of all the moving parts in your digital marketing plan. Gantt charts are visual by nature, so you can communicate key dates and milestones to your team and stakeholders without the confusion. If (and when) change happens, adjusting your plan is a cinch. 

Free digital marketing plan template

Own your digital marketing strategy with TeamGantt’s free digital marketing plan template . Save time with setup so you can go from strategizing to making an impact sooner.  

With our digital marketing plan gantt chart, you’ll get a high-level view of what’s been completed and what’s coming down the pipeline. Updating and communicating your project plan is a breeze. 

Here’s how to customize a digital marketing plan that works for you.

Drag and drop tasks to schedule your plan

Configuring your digital 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.

digital marketing business plan doc

Duplicate tasks 

Need to add another campaign to your plan? No problem! Simply duplicate a task or entire group , update the details, and drag it to reschedule the work appropriately.

digital marketing business plan doc

Color-code taskbars by activity type

Task colors are a great way to view and filter your digital marketing plan. Assign a color based on task owner, status, or activity type. For instance, we’ve color-coded all content marketing tasks purple in the example below.

digital marketing business plan doc

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 campaign goals, target audience, and budget—at the project level. 

digital marketing business plan doc

Create your first digital marketing plan with TeamGantt

Ready to plan a digital marketing plan of your own? We’ve created a free digital 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.

Sign up for a free TeamGantt account today , and save time on project setup with this free digital marketing plan template!

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5 Steps to Create an Outstanding Marketing Plan [Free Templates]

Rebecca Riserbato

Published: January 04, 2024

Free Marketing Plan Template

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

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Do you take a good, hard look at your team's marketing strategy every year?

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You should. Without an annual marketing plan, things can get messy — and it's nearly impossible to put a number on your budget for the projects, hiring, and outsourcing over the course of a year if you don't have a plan.

Download Now: Free Marketing Plan Template [Get Your Copy]

To make your plan's creation easier, we've put together a list of what to include in your plan and a few different planning templates where you can easily fill in the blanks.

To start, let's dive into how to create a marketing plan and then take a look at what a high-level marketing plan has inside.

In this article, we're going to discuss:

  • What a High-Level Marketing Plan Includes

How to Create a Marketing Plan

  • Marketing Plan Templates You Can Use
  • Simplified Marketing Plan Template
  • Plus — Social Media Plan Templates

digital marketing business plan doc

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

You're all set!

Click this link to access this resource at any time.

Fill out this form to access a free marketing plan template.

Marketing plan outline.

free marketing plan outline

Download This Marketing Plan Outline for Free

The above marketing plan outline will help you create an effective plan that easily generates buy-in from stakeholders and effectively guides your marketing efforts.

Marketing plans can get quite granular to reflect the industry you're in, whether you're selling to consumers (B2C) or other businesses (B2B), and how big your digital presence is. Nonetheless, here are the elements every effective marketing plan includes:

1. Business Summary

In a marketing plan, your business summary is exactly what it sounds like: a summary of the organization. It's essential to include this information so that all stakeholders, including your direct reports, learn about your company in detail before delving into the more strategic components of your plan.

Even if you’re presenting this plan to people who’ve been in the company for a while, it doesn’t hurt to get everyone on the same page.

Most business summaries include:

The company name

Where it's headquartered

Its mission statement

Our marketing plan outline also includes information on marketing leadership, which is especially helpful for companies with large marketing teams.

2. SWOT Analysis

Your marketing plan's business summary also includes a SWOT analysis , which covers your business's strengths, weaknesses, opportunities, and threats. It’s essential to include this information so you can create targeted strategies that help you capitalize on your strengths and improve upon your weaknesses.

In my experience, you need a lot of patience when doing a SWOT analysis; it requires market research and competitive analysis to become truly accurate. I tend to revisit this section periodically, adjusting it as I discover more information about my own business and competition.

3. Business Initiatives

marketing plan template for hubspot

The business initiatives element of a marketing plan helps you segment the various goals of your department. Be careful not to include big-picture company initiatives, which you'd normally find in a business plan. This section should outline the projects that are specific to marketing. You'll also describe the goals of those projects and how those goals will be measured.

Every initiative should follow the SMART method for goal-making . They should be specific, measurable, attainable, relevant, and time-bound. For example, a broad goal might be something like, "Increase my Facebook following." But a SMART-ified version of this goal could be, "Increase my Facebook following by 30% by June." See the difference?

4. Customer Analysis

marketing plan customer analysis template

In this part of the marketing plan outline, you get plenty of space to share all the data you collected during your market research . If your company has already done a thorough market research study, this section of your marketing plan might be easier to put together. Either way, try to do your research before synthesizing it in a shareable document like this one.

Ultimately, this element of your marketing plan will help you describe the industry you're selling to and your buyer persona . A buyer persona is a semi-fictional description of your ideal customer, focusing on traits like:

Personal challenges

Triggering event

5. Competitor Analysis

marketing plan competitive analysis template

Positioning

Market share

Our marketing plan template includes space to list out the specific products you compete with, as well as other facets of the other company’s strategy, such as their blogging efforts or customer service reputation. Keep this part of your plan simple — your full competitive analysis should be done separately. Here are a few competitive analysis templates to get started.

6. Market Strategy

marketing strategy for business lan

Your market strategy uses the information included in the above sections to describe how your company should approach the market. 

For instance, when I'm filling out this section, I always pull insights from my SWOT analysis, my competitive analysis, and my general market research. This helps me write targeted, effective descriptions of my strategies.

Here's an example: if you found that one of your competitors employs stronger social media marketing strategies , you might add "We'll post 3 times per week on our social media profiles" under "Promotion."

In our full-length marketing plan outline, the market strategy section contains the "seven Ps of marketing" (or the “ extended marketing mix ”):

Physical Evidence

(You'll learn more about these seven sub-components inside our free marketing plan template, which you can download below.)

marketing plan Budget template

When I created my first marketing plan, I made the mistake of confusing the marketing budget section of my plan with my product's price and other financials.

Here's a better way to think of this section: it should describe how much money the business has allotted the marketing team to pursue the initiatives and goals outlined in the elements above.

Depending on how many individual expenses you have, you should consider itemizing this budget by what specifically you'll spend your budget on. Example marketing expenses include:

Outsourcing costs to a marketing agency and/or other providers

Marketing software

Paid promotions

Events (those you'll host and/or attend)

Knowing the budget and doing analysis on the marketing channels you want to invest in, you should be able to come up with a plan for how much budget to invest in which tactics based on expected ROI. From there, you'll be able to come up with financial projections for the year. These won't be 100% accurate but can help with executive planning.

Remember: Your marketing plan only includes a summary of the costs. We recommend keeping a separate document or Excel sheet to help you calculate your budget much more effectively. Here’s a marketing budget template to get started .

8. Marketing Channels

marketing plan marketing channels template

Your marketing plan should also include a list of your marketing channels. While your company might promote the product itself using certain ad space, your marketing channels are where you'll publish the content that educates your buyers, generates leads, and spreads awareness of your brand.

If you publish (or intend to publish) on social media, this is the place to talk about it. Use the Marketing Channels section of your marketing plan to map out which social networks you want to launch a business page on, what you'll use this social network for, and how you'll measure your success on this network.

Part of this section's purpose is to prove to your superiors, both inside and outside the marketing department, that these channels will serve to grow the business.

Businesses with extensive social media presences might even consider elaborating on their social strategy in a separate social media plan template.

9. Marketing Technology

marketing plan outline: marketing technology

Last, but certainly not least, your marketing plan should include an overview of the tools you'll include in your marketing technology (MarTech) stack . These are the tools that will help you achieve the goals you outlined in the previous sections. Since all types of marketing software usually need a generous investment from your company’s leadership, it’s essential to connect them to a potential ROI for your business.

For each tool, describe what exactly you’ll use it for, and be sure that it’s a strategy that you’ve mentioned elsewhere. For instance, we wouldn't recommend listing an advertising management tool if you didn’t list “ PPC Advertising ” under “Marketing Channels.”

  • Conduct a situation analysis.
  • Define your target audience.
  • Write SMART goals.
  • Analyze your tactics.
  • Set your budget.

1. Conduct a situation analysis.

The first step I take when creating a marketing plan is conducting a SWOT analysis. It helps me uncover the strengths, weaknesses, opportunities, and threats facing my business.

Additionally, I need a good picture of the current market. How do I compare to my competitors? Doing a competitor analysis can help.

In doing so, I can identify the gaps (and opportunities) in a competitor's approach. What are they missing? What can I offer that'll give me a competitive advantage?

Answering questions like this should help you figure out what your customer wants, which brings us to step number two.

2. Define your target audience.

If your company already has buyer personas , this step might just mean you have to refine your current personas.

But if you don't have a buyer persona, you should create one. To do this, you might have to conduct market research.

Your buyer persona should include demographic information such as age, gender, and income. However, it will also include psychographic information such as pain points and goals. What drives your audience? What problems do they have that your product or service can fix?

Once you have this information written out, it'll help you define your goals, which brings us to step number three.

3. Write SMART goals.

My mother always used to tell me, "You can't go somewhere unless you have a road map." Now, for me, someone who's geographically challenged, that was literal advice.

However, it can also be applied metaphorically to marketing. You can't improve your ROI unless you know what your goals are.

After you've figured out your current situation and know your audience, you can begin to define your SMART goals .

SMART goals are specific, measurable, attainable, relevant, and time-bound. This means that all your goals should be specific and include a time frame for which you want to complete them.

For example, your goal could be to increase your Instagram followers by 15% in three months. Depending on your overall marketing goals, this should be relevant and attainable. Additionally, this goal is specific, measurable, and time-bound.

Before you start any tactic, you should write out your goals. Then, you can begin to analyze which tactics will help you achieve that goal. That brings us to step number four.

4. Analyze your tactics.

At this point, you've written down your goals based on your target audience and current situation.

Now, you have to figure out what tactics will help you achieve your goals. Plus, what are the right channels and action items to focus on?

For example, if your goal is to increase your Instagram followers by 15% in three months, your tactics might include hosting a giveaway, responding to every comment, and posting three times on Instagram per week.

Once you know your goals, brainstorming several tactics to achieve them should be easy. That said, you may not be able to pursue every tactic on your list (unless you have an unlimited budget, which, if so, jealous ) — which brings us to step number five.

5. Set your budget.

Before you can begin implementing any of the ideas that you've come up with in the steps above, you have to know your budget.

For example, your tactics might include social media advertising. However, if you don't have the budget for that, then you might not be able to achieve your goals.

While you're writing out your tactics, be sure to note an estimated budget. You can include the time it'll take to complete each tactic in addition to the assets you might need to purchase, such as ad space.

Now that you know how to create your marketing plan, let's dive into creating a marketing campaign outline that will help you reach the goals outlined plan.

Marketing Plan Timeline

Rolling out a new marketing plan is a big lift. To make sure things are running smoothly with all of your projects, you'll want to create a timeline that maps out when each project is happening.

A marketing plan timeline allows your team to view all projects, campaigns, events, and other related tasks in one place — along with their deadlines. This ensures everyone on your team knows what’s due, when it’s due, and what’s up next in the pipeline. Typically these plans cover marketing efforts for the entire year, but some companies may operate on a bi-annual or quarterly basis.

Once you’ve completed your analysis, research, and set goals, it’s time to set deadlines for your assignments. From new blog posts and content initiatives to product launches, everything will need a deadline. Take into account any holidays or events taking place over the course of the year.

While setting deadlines for the entire year may seem daunting, start by estimating how long you think each task will take and set a deadline accordingly. Track the time it actually takes for you to complete similar types of projects. Once you’ve completed a few of them, you’ll have a better idea of how long each takes and will be able to set more accurate deadlines.

For each project, you’ll want to build in time for:

  • Brainstorming : This is the first phase where your idea comes to life in a project outline. Decide what you want to achieve and which stakeholders need to be involved to meet your goal. Set a due date and set up any necessary meetings.
  • Planning : This can include determining the project’s scope, figuring out how much budget will be allocated for it, finalizing deadlines and who is working on each task. Map out any campaigns needed for each project (social media, PR, sales promotions, landing pages, events, etc.).
  • Execution : This third phase is all about your project launch. Decide on a date to launch and monitor the progress of the project. Set up a system for tracking metrics and KPIs.
  • Analysis : In this final phase you will analyze all of your performance data to see whether or not your marketing efforts paid off. Did you meet your goals? Did you complete your projects on time and within budget?

HubSpot marketing plan calendar tool

All projects and their deadlines should be in a central location where your team can access them whether that’s a calendar like HubSpot's tool , shared document, or project management tool.

One-Page Marketing Plan Template

As demonstrated above, a marketing plan can be a long document. When you want to share information with stakeholders or simply want an overview of your plan for quick reference, having a shorter version on hand can be helpful. A one-page marketing plan can be the solution, and we’ll discuss its elements below.

HubSpot one-page marketing plan template

Include your company name, list the names of individuals responsible for enacting the different stages of your plan, and a brief mission statement.

business summary example

2. Business Initiatives

Business Initiatives example

3. Target Market

Outline your target audience(s) that your efforts will reach. You can include a brief overview of your industry and buyer personas.

Target Market example

This is an overview of the money you’ll spend to help you meet your marketing goals. Create a good estimate of how much you'll spend on each facet of your marketing program.

marketing plan budget example

5. Marketing Channels

List the channels you’ll use to achieve your marketing goals. Describe why you're using each channel and what you want to accomplish so everyone is on the same page.

marketing plan marketing channel example

Free Marketing Plan Template [Word]

Now that you know what to include in your marketing plan, it's time to grab your marketing plan template and see how best to organize the six elements explained above. The following marketing plan template opens directly in Microsoft Word, so you can edit each section as you see fit:

free marketing plan template

Download your marketing plan template here .

Marketing campaign template.

Your marketing plan is a high-level view of the different marketing strategies you’ll use to meet your business objectives. A marketing campaign template is a focused plan that will help achieve those marketing goals.

A marketing campaign template should include the following key components:

  • Goals and KPIs: Identify the end goal for each of the individual campaigns you’ll run and the metrics you will use to measure the results of your campaign when it ends. For example, conversion rates, sales, sign-ups, etc.
  • Channels: Identify the different channels you’ll use to enact your marketing campaign to reach your audience. Maybe you run a social media campaign on Twitter to raise brand awareness or a direct mail campaign to notify your audience of upcoming sales.
  • Budget : Identify the budget you’ll need to run your campaign and how it will be distributed, like the amount you’ll spend on creating content or ad placements in different areas. Having these numbers also helps you later on when you quantify the success of your campaign, like ROI.
  • Content: Identify the type of content you’ll create and distribute during your campaigns—for example, blog posts, video ads, email newsletters, etc.
  • Teams and DRIs: Identify the teams and people that will be part of enacting your marketing plan from start to finish, like those responsible for creating your marketing assets, budgets, or analyzing metrics once campaigns are complete.
  • Design: Identify what your marketing campaigns will look like and how you’ll use design elements to attract your audience. It’s important to note that your design should directly relate to the purpose of your campaign.

Digital Marketing Plan Template

A digital marketing plan is similar to a marketing campaign plan, but, as the name suggests, it’s tailored to the campaigns that you run online. Let’s go over the key components of a digital marketing plan template to help you stay on track to meet your goals.

  • Objectives: The goals for your digital marketing and what you’re hoping to accomplish, like driving more traffic to your website. Maybe you want to drive more traffic to your website, or
  • Budget : Identify how much it will cost to run your digital marketing campaign and how the money will be distributed. For example, ad placement on different social media sites costs money, and so does creating your assets.
  • Target audience: Which segments of your audience are you hoping to reach with this campaign? It’s essential to identify the audiences you want to reach with your digital marketing, as different channels house different audience segments.
  • Channels: Identifies the channels that are central to your digital marketing campaign.
  • Timeline: Explains the length of time your digital campaigns will run, from how long it should take to create your assets to the final day of the campaign.

Many people use social media in their digital campaigns, and below we’ll discuss some ideas you can use for inspiration.

Social Media Marketing Plan Templates

As your marketing department grows, so will your presence on social media. And as your social media presence grows, so will your need to measure, plan, and re-plan what types of content you want to publish across each network.

If you're looking for a way to deepen your social media marketing strategy — even further than the marketing plan template above — the following collection of social media marketing plan templates is perfect for you:

Download 10 social media reporting templates here .

In the above collection of marketing plan templates, you'll get to fill in the following contents (and more) to suit your company:

  • Annual social media budget tracking
  • Weekly social media themes
  • Required social media image dimension key
  • Pie chart on social media traffic sorted by platform
  • Social media post calendar and publish time

Below, let's review the social media reporting templates, and what you'll find in each one.

1. Social Media Questions

Social media publishing analysis and questions

This template lists out questions to help you decide which social media management platform you should use.

What We Like

Once you know what social media tactics you're going to implement in your marketing plan, it's time to figure out what channels are right for you. This template will help you do that.

2. Facebook Live Schedule

facebook live schedule for marketing

If Facebook Live is one of the marketing tactics in your plan, this template will help you design an editorial calendar. With this template, you can organize what Facebook live's you want to do and when.

Once you've decided on dates, you can color-code your FB calendar and coordinate with your editorial calendar so everyone can see what lives are running in relation to other campaigns.

3. Instagram Post Log

Instagram post log for social media publishing management

Are you going to begin using Instagram regularly? Do you want to increase your following? With this template, you can organize your Instagram posts, so everyone on your team knows what posts are going live and when.

This is more than just a content calendar. You can use this doc to collaborate with your team on messaging, landing pages linked in your bio, and campaign rollouts.

4. Paid Social Media Template

paid social media template for annual budgeting

With this template, you can organize your annual and monthly budget for your paid social media calendar.

With this spreadsheet, all you need to do is plug in your numbers and the formulas will do the works for you. I recommend using this in conjunction with your marketing plan budget to make sure you are not overspending and funds are allocated appropriately.

5. Social Media Audit

Social media audit template

Conducting a social media audit? You can use this template to help you gather the right analytics. Tracking the results of your marketing efforts is key to determining ROI.

Use this template to track each of your campaigns to determine what worked and what didn't. From there, you can allocate funds for the strategies that deliver the results you want.

6. Social Media Editorial Calendar

Social media editorial calendar template

With this template, you can organize your social media editorial calendar. For example, you can include social media posts for each platform, so your team knows what's going live on any given day.

This calendar makes it easy to track activity across every social media platform, since each platform is assigned a specific color. 

7. Social Media Image Sizes

Social media image size template

With this template, your team can have the latest social media image sizes handy. This template includes image sizes for all major social media platforms, including Facebook, Instagram, and Twitter.

Having a resource like this readily available for your team ensures that everyone is on the same page regarding image sizes and prevents delays.

8. Social Media Marketing Proposal

Social media marketing proposal template

With this template, you can create an entire social media marketing proposal. This will outline the social media goals, the scope of the work, and the tactics that you plan to implement.

This proposal functions as more of a deep dive into the marketing channel section of your marketing plan. It's relatively straightforward and contains all the essential sections of a proposal.

9. Social Media Reporting Template

Social media report template

With this template, you'll gain access to a slide deck that includes templates for social media reporting.

If you plan to implement social media in your marketing plan, these reporting templates can help you track your progress. If using the social media audit above, you can add all of your data here once it's been collected.

10. Hashtag Holidays

Social media hashtag holidays

If you're going to lean into social media in your marketing plan, you can use hashtag holidays to generate ideas.

These holidays are a great way to fill out your social media publishing schedule. With this template, you'll get a list of all the hashtag holidays for the year. Once you've come up with content ideas, you can add them to your social media calendar.

Simple Marketing Plan Template

Of course, this type of planning takes a lot of time and effort. So if you're strapped for time before the holidays, give our new Marketing Plan Generator a try.

This tool simplifies yearly planning by asking prompted questions to help guide your process. You’ll be asked to input information about:

Try our free Marketing Plan Generator here .

  • Your annual marketing mission statement, which is what your marketing is focused on for the year.
  • The strategy that you’ll take with your marketing throughout the year to accomplish your marketing goals.
  • Three main marketing initiatives that you’ll focus on during the year (i.e., brand awareness or building a high-quality pipeline) metrics you’ll use to measure your success.
  • Your target goals for those marketing initiatives like generating 100 leads per week.
  • Marketing initiatives that are not aligned with your current strategy to stay focused on your goals and activities that will help you be successful.

Once you input all information, the tool will spit out a table (as shown in the image below) that you can use to guide your processes.

simple marketing plan template

Pro Tip: If the tool doesn't work, clear your browser's cache or access it in incognito mode.

Start the Marketing Planning Process Today

The best way to set up your marketing plan for the year is to start with quick wins first, that way you can ramp up fast and set yourself (and your team) up to hit more challenging goals and take on more sophisticated projects by Q4. So, what do you say? Are you ready to give it a spin?

Editor's note: This post was originally published in December 2016 and has been updated for comprehensiveness.

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digital marketing plan

Create a Digital Marketing Plan: 9 Step Strategic Guide

Nov 27, 2020 | Read time: 11 min.

Patrick Lane , Sr. Marketing Manager

  • A digital marketing plan helps you determine the most effective strategies for your business and then put those strategies into action.
  • Without a well-defined digital marketing plan in place, you’ll likely end up wasting money and not making the impact you want.
  • A digital marketing plan can include business and marketing goals, strategies you’ll use to meet those goals, timelines, digital channels, and more.

Contents Jump to

Digital marketing has become exponentially more complicated since the early days of the internet. Back then, businesses rarely created a digital marketing plan. And those that did, focused mostly on websites, banner ads, and email marketing.

Now, you have dozens of digital marketing channels and platforms to choose from. Should you focus on SEO or PPC ? Blogging or webinars? Social media or email? Podcasts or video marketing? Augmented reality (AR) or virtual reality (VR)? How much should you spend and when can you expect to see results?

Trying to choose the best options for your brand can feel daunting, overwhelming even.

What you need is a digital marketing plan.

A clear plan helps you determine the most effective strategies for your business and then put those strategies into action. A digital marketing plan helps you organize your initiatives so that you’re continually connecting with your audience, engaging them, and driving them to action. With a digital marketing business plan, you think ahead, coordinate among departments, and integrate your digital marketing for greater impact.

Read on, and learn nine steps to structure a digital marketing plan.

What is a digital marketing plan?

MARKETING TERM DEFINITION Digital Marketing Plan A digital marketing plan is a document in which you strategically map out your digital marketing objectives, as well the actions you’ll take to achieve those objectives.

Among other things, it can include business goals, digital strategies, and competitive landscape analysis as well as timelines, budgets, digital channels, and more.

Think of a digital marketing plan like a roadmap of sorts. You know where you want to go, and the plan provides you with a specific route to follow. 

Without a well-defined plan in place, your digital marketing efforts will be inefficient and ineffective. You’ll likely waste money and see diminished returns.

Digital Marketing Plan Template

Create a winning digital strategy that connects with the right consumers at the right time.

How to create a digital marketing plan

Now, let’s talk about the various digital marketing plan components as well as the specific steps to follow as you develop your strategy.

1. Define your digital marketing goals and business objectives

Clear, measurable, and attainable digital marketing plan objectives help you define exactly what you want to achieve and measure. Be clear and concise when you set these goals. You should also include specific numbers and timeframes to benchmark your progress.

For example, avoid goals that state you will update your lead generation system , boost conversion rates, or improve digital customer experience . Those are a bit too vague. You can’t measure your results and it’s not apparent what steps you should take to reach that goal.

Instead, a much better goal is to double organic search traffic in the next 12 months. This provides you with a deadline, a framework for setting milestone goals, and specific actions to take (optimize your site, create amazing content, and conduct strategic outreach for SEO, etc.).

“ SMART goals are: Specific, Measurable, Achievable, Relevant, and Time-bound. TERAKEET

2. Define audience segmentation and buyer personas

A key reason why digital marketing is important is because it allows you to target your audience with great precision.

For any digital marketing campaign to be successful, you need to know who you’re targeting. Segmenting your audience and then building buyer personas for each of those segments can provide you with insights about what types of marketing will be most effective. 

For example, say you sell IT services. Part of your audience might be small businesses with less than $500,000 in revenue. You might also sell to large corporations with significant IT needs. Your buyer personas and marketing strategies for each of these segments will look very different. Messaging that resonates with a small business owner probably won’t resonate with the head of a large IT department, and vice versa.

Start by defining the different segments in your target audience. From there, begin building out the personas of your ideal customer within each segment. Here are 9 great examples of personas to get started.

Your buyer persona information will vary depending on whether you’re B2B or B2C and the price of your product/service. Some demographic and additional information you may want to include is:

  • Social media platforms
  • Pain points
  • Products/features desired

Your goal in creating personas is to get inside the minds of your target customers and to see things from their perspectives. When you understand what matters most to them, you can make a digital marketing plan that speaks to their deep desires and big challenges. 

Content Strategy Playbook

The Fortune 500 CMO’s guide to content strategy.

3. Conduct a competitive analysis and determine market share

If you want your marketing efforts to be effective, you need to know who you’re up against. A competitive analysis allows you to identify your competitors, calculate your market share , and determine the marketing strategies they employ.

When doing your competitive analysis, consider the following types of things:

  • Which audience segments are they targeting?
  • What digital marketing channels are your competitors using? 
  • Where are they strongest?
  • Where are they weakest?
  • What portion of their traffic is earned/owned/paid?
  • What’s their positioning in the market?
  • What’s their claimed differentiation?
  • What type of messaging and specific language do they use?
  • What is their tonality and brand personality?

A thorough competitive landscape analysis will give you insights into how you can use online marketing to surpass your competitors. For example, you may realize that your competitors’ positioning and differentiation are well known, so you’ll benefit from crystalizing your own in contrast. Or, you may discover they’re strong in social media marketing but weak when it comes to search engine optimization (SEO) performance.

4. Conduct a SWOT analysis

SWOT analysis (strengths, weaknesses, opportunities, and threats) is the counterpart to a competitive landscape analysis. It offers a framework to analyze your business against other forces in your market. Use this process to identify what’s working, spot potential organic growth opportunities , and prepare for external threats.

Start by analyzing the strengths of your company. What are your primary advantages over your competition? Which things do you do particularly well? What unique resources do you have at your disposal?

Next, look at your weaknesses. What elements of your business aren’t working particularly well? What things keep you from making sales? Where do you fall short of your competitors?

The third step is to look closely at the opportunities available to your company. Are there any market trends you can take advantage of? Can you utilize new technology that your competitors can’t? Is there an under-served segment in your audience? 

Finally, identify any potential threats to your business. Could a competitor steal market share? Are there any obstacles blocking business growth ? Are there potential financial issues on the horizon? 

The data from your SWOT analysis will help you develop your digital marketing plan. Your plan should cater to your strengths, mitigate your weaknesses, move toward opportunities, and proactively avoid potential threats. All in the name of helping you to increase sales.

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5. Calculate your digital marketing plan budget

The next step in creating the best digital marketing plan for your brand is to calculate your budget. The budget will define how much you have available to spend on digital marketing activities, as well as guide you toward specific channels, strategies, and tactics.

The amount you budget for digital marketing will vary based on a number of factors, including:

  • Position within the industry
  • Previous results
  • Profitability of a strategy, tactic, or campaign

How much will you allocate to brand awareness campaigns ? What about to specific campaigns and offers? Are you going to allocate a certain amount of digital marketing budget for customer retention? Do you know how much to spend on SEO?

It’s important to establish your budget upfront. However, remain flexible so you can capitalize on opportunities for greater SEO ROI . If you notice that a certain campaign just isn’t generating positive ROI, then you may be better off eliminating that spend. Similarly, if you see that a certain campaign (or channel) is producing outsized results, consider shifting the budget and allocate additional dollars towards what’s working well. If you have a specific return-on-spend in mind that’s highly profitable, then keep increasing the budget as long as you’re keeping your acquisition costs under the target.

In this way, your budget can be a dynamic, evolving support mechanism of your digital marketing initiatives.

6. Define your digital marketing channels

Before you develop a content strategy , you’ll need to define the primary digital marketing channels you’ll be using. Your choice of channels needs to take into account your audience, goals, and budget.

For example, say your goal is to drive 30% more targeted traffic to your website. One way to do that is through PPC ads, which can give you an immediate boost. However, Google Adwords can also be expensive.

To improve ROI, turn to more cost-effective channels, like SEO and content marketing. These channels take longer to produce results but also deliver a far lower acquisition cost, giving you more bang for your buck. Plus, SEO and content marketing results compound over time, setting you up for longer-term sustainable success.

When defining your digital channels, consider where your audience spends most of their time. If you’re in a B2B industry, you may want to focus on channels like LinkedIn or webinars. If your audience is younger, you may want to consider influencer marketing on Instagram. Focus on how you can deliver value to your audience within the channels they favor most.

And don’t assume your audience doesn’t care about great content. Some of the best content marketing examples come from a broad range of companies with completely different customers.

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7. develop your digital marketing strategies and tactics.

After defining your channels, you need to develop the digital marketing tactics and strategies you’ll use within those channels.

For example, if you’re going to focus on search engine optimization, you need to determine the keywords you’re going to target and how you’re going to target them. You may decide to create a comprehensive content hub , online courses, SEO topic clusters , or a series of online tools. Or you may decide to provide more detailed, superior how-to information, or to deliver insights on upcoming trends, or to deliver content featuring celebrities.

If you’re focused on b2b lead generation , you may want to create case studies that showcase your results. As you think through your digital marketing plan look for ways to differentiate yourself from the competition. For instance:

  • Dollar Shave Club caught people’s attention by being funny and irreverent in a traditionally boring industry. 
  • Tableau offered a free online tool and garnered backlinks from more than 56,000 websites.
  • LEGO created an online, interactive community with more than 300,000 in monthly organic traffic.

The more crowded the market space, the harder you’ll need to work to capture attention and achieve true optimization across your digital marketing portfolio. No matter what, when you build your digital marketing strategy , be true to your brand.

8. Create a marketing calendar

A marketing calendar allows you to map out exactly when you’ll implement your digital marketing campaigns and initiatives. It also creates accountability, ensuring that you hit deadlines and effectively execute the plan throughout the year. A calendar also helps ensure that you are consistently reaching each of your various audience segments throughout the year.

Try to map out 12 months in advance, and break down your calendar into each month of the year. This will provide you with an overall framework, along with sufficient time to prepare and execute on each delivery. For example:

  • In January you’ll release a training webinar. Before you can release it, you need to create a slide deck, build a landing page, design social media graphics, etc.
  • Throughout January and February, you’ll promote the training webinar across multiple channels, including social media, email, video, and PR. 
  • In March, you’re going to start a blog that will be updated weekly. To make this happen, you need to decide on topics, assign them to writers, coordinate with a designer, create a blog calendar, organize videos to be embedded, etc.

Be realistic when creating your editorial calendar . Give yourself sufficient time to get everything done in a quality manner, and make sure that each deliverable is clearly assigned to a specific individual.

coschedule content calendar

Popular marketing scheduling tools include CoSchedule , Contently , and Trello .

9. Measure the results and KPIs of your digital marketing plan

The final step in creating a digital marketing plan and strategy is to measure your results through the definition of metrics and key performance indicators (KPIs). You need to compare the outcomes of your marketing efforts to the baseline as well as original goals. If the results are underwhelming, adjust and optimize, and then measure again.

Be sure to measure each channel so that you, as a marketer, can identify what’s working most successfully for your brand, and what may need to be cut.

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Keep your entire marketing team informed through dashboards. Popular marketing dashboard tools  include includes Klipfolio , TapClicks , Grow , and Domo .

Great digital marketing plans encourage integration

The process of developing a digital marketing plan encourages marketing integration which fuels greater business impact. Customers can’t ignore your brand when you consistently engulf them in your messaging, offers, and calls to action. As a result, you will achieve more, with less, by efficiently and intelligently repurposing and atomizing your marketing assets.

Whether your company is an established ecommerce brand or a brick-and-mortar juggernaut, you need to have a digital marketing plan. Although it takes time, effort, and coordination, it’s worth the work. Your marketing will be much more effective, and you’ll achieve greater marketing results for the business.

A digital marketing plan is like a blueprint. It should cover the steps and tactics to achieve the broader outcomes defined by your strategy. Your plan should cover all of the digital channels you use, including social media, email, advertising, public relations, and your website.

1. Set goals 2. Define your audience 3. Conduct a competitive analysis 4. Conduct a SWOT analysis 5. Determine your budget 6. Identify your channels 7. Develop specific tactics 8. Create a calendar 9. Measure results

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How To Write a Digital Marketing Agency Business Plan + Template

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Creating a business plan is essential for any business, but it can be especially helpful for digital marketing agency businesses who want to improve their strategy and/or raise funding.

A well-crafted business plan not only outlines the vision for your company, but also documents a step-by-step roadmap of how you are going to accomplish it. In order to create an effective business plan, you must first understand the components that are essential to its success.

This article provides an overview of the key elements that every digital marketing agency owner should include in their business plan.

Download the Digital Marketing Business Plan Template

What is a Digital Marketing Agency Business Plan?

A digital marketing agency business plan is a formal written document that describes your company’s business strategy and its feasibility. It documents the reasons you will be successful, your areas of competitive advantage, and it includes information about your team members. Your business plan is a key document that will convince investors and lenders (if needed) that you are positioned to become a successful venture.

Why Write a Digital Marketing Agency Business Plan?

A digital marketing agency business plan is required for banks and investors. The document is a clear and concise guide of your business idea and the steps you will take to make it profitable.

Entrepreneurs can also use this as a roadmap when starting their new company or venture, especially if they are inexperienced in starting a business.

Writing an Effective Digital Marketing Agency Business Plan

The following are the key components of a successful digital marketing agency business plan:

Executive Summary

The executive summary of a digital marketing agency business plan is a one to two page overview of your entire business plan. It should summarize the main points, which will be presented in full in the rest of your business plan.

  • Start with a one-line description of your digital marketing agency
  • Provide a short summary of the key points in each section of your business plan, which includes information about your company’s management team, industry analysis, competitive analysis, and financial forecast among others.

Company Description

This section should include a brief history of your company. Include a short description of how your company started, and provide a timeline of milestones your company has achieved.

If you are just starting your digital marketing agency , you may not have a long company history. Instead, you can include information about your professional experience in this industry and how and why you conceived your new venture. If you have worked for a similar company before or have been involved in an entrepreneurial venture before starting your digital marketing agency, mention this.

You will also include information about your chosen digital marketing agency business model and how, if applicable, it is different from other companies in your industry.

Industry Analysis

The industry or market analysis is an important component of a digital marketing agency business plan. Conduct thorough market research to determine industry trends and document the size of your market. 

Questions to answer include:

  • What part of the digital marketing agency industry are you targeting?
  • How big is the market?
  • What trends are happening in the industry right now (and if applicable, how do these trends support the success of your company)?

You should also include sources for the information you provide, such as published research reports and expert opinions.

Customer Analysis

This section should include a list of your target audience(s) with demographic and psychographic profiles (e.g., age, gender, income level, profession, job titles, interests). You will need to provide a profile of each customer segment separately, including their needs and wants.

For example, the customers or a digital marketing agency may include small businesses, medium-sized businesses, and enterprise businesses. Within each of these segments, there may be further subsegments.

You can include information about how your customers make the decision to buy from you as well as what keeps them buying from you.

Develop a strategy for targeting those customers who are most likely to buy from you, as well as those that might be influenced to buy your products or digital marketing agency services with the right marketing.

Competitive Analysis

The competitive analysis helps you determine how your product or service will be different from competitors, and what your unique selling proposition (USP) might be that will set you apart in this industry.

For each competitor, list their strengths and weaknesses. Next, determine your areas of competitive differentiation and/or advantage; that is, in what ways are you different from and ideally better than your competitors.

Below are sample competitive advantages your digital marketing agency may have:

  • Strong industry knowledge
  • Proven track record of success
  • Robust marketing strategies
  • Depth of services offered
  • Skilled team of professionals
  • Innovative technology

Marketing Plan

This part of the business plan is where you determine and document your marketing plan. . Your plan should be clearly laid out, including the following 4 Ps.

  • Product/Service : Detail your product/service offerings here. Document their features and benefits.
  • Price : Document your pricing strategy here. In addition to stating the prices for your products/services, mention how your pricing compares to your competition.
  • Place : Where will your customers find you? What channels of distribution (e.g., partnerships) will you use to reach them if applicable?
  • Promotion : How will you reach your target customers? For example, you may use social media, write blog posts, create an email marketing campaign, use pay-per-click advertising, launch a direct mail campaign. Or, you may promote your digital marketing agency via word-of-mouth marketing.

Operations Plan

This part of your digital marketing agency business plan should include the following information:

  • How will you deliver your product/service to customers? For example, will you do it in person or over the phone only?
  • What infrastructure, equipment, and resources are needed to operate successfully? How can you meet those requirements within budget constraints?

The operations plan is where you also need to include your company’s business policies. You will want to establish policies related to everything from customer service to pricing, to the overall brand image you are trying to present.

Finally, and most importantly, in your Operations Plan, you will lay out the milestones your company hopes to achieve within the next five years. Create a chart that shows the key milestone(s) you hope to achieve each quarter for the next four quarters, and then each year for the following four years. Examples of milestones for a digital marketing agency include reaching $X in sales. Other examples include expanding into new markets, launching new services, and hiring key personnel.

Management Team

List your team members here including their names and titles, as well as their expertise and experience relevant to your specific digital marketing agency industry. Include brief biography sketches for each team member.

Particularly if you are seeking funding, the goal of this section is to convince investors and lenders that your team has the expertise and experience to execute on your plan. If you are missing key team members, document the roles and responsibilities you plan to hire for in the future.

Financial Plan

Here you will include a summary of your complete and detailed financial plan (your full financial projections go in the Appendix). 

This includes the following three financial statements:

Income Statement

Your income statement should include:

  • Revenue : how much revenue you generate.
  • Cost of Goods Sold : These are your direct costs associated with generating revenue. This includes labor costs, as well as the cost of any equipment and supplies used to deliver the product/service offering.
  • Net Income (or loss) : Once expenses and revenue are totaled and deducted from each other, this is the net income or loss.

Sample Income Statement for a Startup Digital Marketing Agency

Balance sheet.

Include a balance sheet that shows your assets, liabilities, and equity. Your balance sheet should include:

  • Assets : All of the things you own (including cash).
  • Liabilities : This is what you owe against your company’s assets, such as accounts payable or loans.
  • Equity : The worth of your business after all liabilities and assets are totaled and deducted from each other.

Sample Balance Sheet for a Startup Digital Marketing Agency

Cash flow statement.

Include a cash flow statement showing how much cash comes in, how much cash goes out and a net cash flow for each year. The cash flow statement should include:

  • Cash Flow From Operations
  • Cash Flow From Investments
  • Cash Flow From Financing

Below is a sample of a projected cash flow statement for a startup digital marketing agency .

Sample Cash Flow Statement for a Startup Digital Marketing Agency

You will also want to include an appendix section which will include:

  • Your complete financial projections
  • A complete list of your company’s business policies and procedures related to the rest of the business plan (marketing, operations, etc.)
  • Any other documentation which supports what you included in the body of your business plan.

Writing a good business plan gives you the advantage of being fully prepared to launch and/or grow your digital marketing agency . It not only outlines your business vision but also provides a step-by-step process of how you are going to accomplish it.

If you are seeking funding from investors or lenders, it is especially important to have a well-written business plan that demonstrates the expertise and experience of your management team, as well as your company’s potential for financial success. By taking the time to write a detailed and comprehensive business plan, you will give your digital marketing agency the best chance for success.  

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With our Ultimate Digital Marketing Business Plan Template you can finish your plan in just 8 hours or less!

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Sample Digital Marketing Agency Business Plan

Digital Marketing Agency Business Plan

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

Download our Ultimate Digital Marketing Agency Business Plan Template

Having a thorough business plan in place is critical for any successful digital marketing agency 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 digital marketing agency 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 digital marketing agency 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 digital marketing agency as Growthink’s Ultimate Digital Marketing Agency Business Plan Template , but it can help you write a digital marketing agency business plan of your own.

Example – ClickPulse Strategies

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

Welcome to ClickPulse Strategies, our innovative digital marketing agency based in the heart of Washington, DC. We identified a niche in the local market for premium digital marketing services and have positioned ourselves to meet this demand. Our mission is to amplify our clients’ online presence through a comprehensive suite of services including Search Engine Optimization (SEO), Social Media Marketing (SMM), and Pay-Per-Click Advertising (PPC). We are dedicated to providing tailored strategies and personalized attention to our clients, ensuring they achieve their digital marketing goals. With our strategic location in Washington, DC, we have a unique insight into the local market dynamics, which enables us to serve our clients with the understanding and efficiency they deserve.

Our foundation is solidly built on the rich experience of our founder, who previously led a successful digital marketing agency. This experience is crucial to our confidence in steering our clients towards success. Since our inception on January 5, 2024, we have achieved significant milestones including the development of our unique company logo, securing a prime office location, and crafting a distinct company name. These accomplishments, though early in our journey, have laid a strong foundation for our future growth. Our comprehensive range of services, coupled with our commitment to excellence, sets us apart from competitors, making us the preferred choice for businesses seeking to enhance their digital presence.

The Digital Marketing Agency industry in the United States is valued at over $50 billion, reflecting the critical role of digital marketing in today’s business landscape. With a projected compound annual growth rate of 10% over the next five years, the industry is on a steady trajectory of growth, driven by the widespread adoption of digital technologies, the rise of social media, and the emphasis on data-driven marketing strategies. Trends such as personalized marketing campaigns, artificial intelligence, and mobile marketing align well with our services at ClickPulse Strategies. Located in Washington, DC, we are perfectly positioned to leverage these industry trends to offer innovative solutions to businesses aiming to enhance their online visibility and engagement.

At ClickPulse Strategies, we target a diverse clientele including local residents of Washington, DC, small to mid-sized businesses, non-profit organizations, and educational institutions. Our tailored services are designed to meet the unique digital marketing needs of each group, ensuring high engagement and satisfaction. By focusing on the specific goals and audiences of our clients, we provide customized digital marketing solutions that significantly improve their online presence and customer engagement, making digital marketing accessible and effective for everyone.

Our main competitors in the Washington, DC area include Alliance Interactive, Elevation, and Capital Practice Consulting, each offering specialized digital marketing services. Despite their strengths, ClickPulse Strategies differentiates itself through a comprehensive suite of services, expertise in the latest digital trends, and a commitment to delivering measurable results. Our wide array of services, from SEO to PPC and content marketing, enables us to serve a broad range of clients, ensuring their digital marketing needs are met efficiently and effectively. Our approach is holistic and integrated, setting us apart as a leader in the digital marketing domain.

ClickPulse Strategies offers a range of digital marketing services including SEO, SMM, and PPC, tailored to enhance our clients’ online presence. Our pricing is transparent, with services such as SEO ranging from $1,000 to $2,500 per month, SMM from $500 to $1,500 per month, and PPC from $1,000 to $2,000 per month, excluding ad spend. We are committed to delivering measurable results and helping our clients succeed in the competitive digital landscape. To attract customers, we will leverage online marketing strategies including SEO, PPC, social media, content marketing, and email marketing. We will also engage in networking events and workshops in Washington, DC, to showcase our expertise and build personal relationships with potential clients. Our promotional efforts are designed to build a community around our brand, establish ClickPulse Strategies as a thought leader, and drive profitable customer action.

Our operational processes are designed to ensure the smooth running of ClickPulse Strategies and include maintaining constant communication with clients, conducting market research, developing and executing campaigns, analyzing data, and managing finances. We will focus on building a talented team, developing strategic partnerships, and implementing scalable processes. Our milestones for the coming months include launching our business, securing initial client contracts, developing a skilled team, forming partnerships, and achieving operational profitability. These steps will help us build a strong foundation, mitigate startup risks, and position ourselves for sustainable growth and success.

Under the leadership of Harper Lewis, our President, ClickPulse Strategies boasts a management team with a wealth of experience and a proven track record in digital marketing. Lewis’s extensive background in leading a successful digital marketing agency equips him with the expertise necessary to navigate the complexities of the industry. His leadership ensures that we are well-positioned to achieve our long-term business objectives and sustain success in the competitive digital marketing landscape.

Welcome to ClickPulse Strategies, a fresh face in the digital marketing landscape stationed right here in Washington, DC. As a local digital marketing agency, we’ve observed a gap in the market for high-quality services within our area, and we’re here to fill that void. Our mission is to elevate our clients’ online presence, ensuring they stand out in today’s competitive digital world.

At ClickPulse Strategies, our offerings are designed to cover all the bases of digital marketing. Our services include Search Engine Optimization (SEO) to ensure your website ranks high in search results, Social Media Marketing (SMM) to engage and grow your audience on platforms where they spend their time, and Pay-Per-Click Advertising (PPC) to give you an immediate boost in visibility. We understand that each client has unique needs, and we’re prepared to cater to those with our comprehensive range of services.

Our home and heart lie in Washington, DC. This strategic location allows us to serve customers right here in the nation’s capital, providing us with a unique understanding of the local market dynamics. Our proximity to our clients ensures we can offer them the personalized attention and tailored strategies they deserve.

Why are we uniquely qualified to steer your digital marketing efforts towards success? Firstly, our founder brings invaluable experience from previously running a successful digital marketing agency. This experience is the cornerstone upon which ClickPulse Strategies is built. Furthermore, we pride ourselves on offering superior marketing services compared to our competitors. Our wide array of services ensures we can meet the diverse needs of our clients, setting us apart as a versatile and competent agency.

ClickPulse Strategies officially came into existence on January 5, 2024, adopting the legal structure of an S Corporation. Since our inception, we’ve hit several key milestones, including the development of our distinct company logo, the creation of our unique company name, and securing a prime location for our operations. These accomplishments, though early in our journey, lay a solid foundation for our future endeavors.

The Digital Marketing Agency industry in the United States is currently estimated to be worth over $50 billion. This figure reflects the growing importance of digital marketing in reaching and engaging with consumers in today’s digital age. With businesses increasingly shifting their advertising budgets towards online platforms, the demand for digital marketing services continues to rise.

Market research projects that the Digital Marketing Agency industry in the United States is expected to experience steady growth in the coming years. Forecasts suggest that the industry will grow at a compound annual growth rate of 10% over the next five years, reaching a value of over $80 billion by 2025. This growth is driven by factors such as the increasing adoption of digital technologies by businesses, the rise of social media platforms, and the growing importance of data-driven marketing strategies.

Recent trends in the Digital Marketing Agency industry, such as the focus on personalized marketing campaigns, the use of artificial intelligence and machine learning technologies, and the emphasis on mobile marketing, all bode well for ClickPulse Strategies. As a new Digital Marketing Agency serving customers in Washington, DC, ClickPulse Strategies is well-positioned to capitalize on these trends and offer innovative digital marketing solutions to businesses looking to enhance their online presence and reach their target audience effectively.

Below is a description of our target customers and their core needs.

Target Customers

ClickPulse Strategies will target a diverse range of customers, with local residents of Washington, DC being a primary focus. These residents are often looking for reliable and easily accessible digital marketing solutions to promote personal projects, small businesses, or events. ClickPulse Strategies will tailor its services to meet the unique needs of this demographic, ensuring high engagement and satisfaction.

In addition to local residents, ClickPulse Strategies will also serve small to mid-sized businesses operating within the Washington, DC area. These businesses, ranging from startups to more established companies, require sophisticated digital marketing strategies to compete effectively in their respective markets. The agency will offer customized digital marketing solutions that align with their specific business goals and target audience, ensuring a significant improvement in their online presence and customer engagement.

Furthermore, ClickPulse Strategies will target non-profit organizations and educational institutions in Washington, DC. These entities are in constant need of digital marketing services to boost their fundraising campaigns, promote events, and increase overall awareness. The agency will provide specialized services that not only cater to their unique needs but also fit their often limited budgets, making digital marketing accessible and effective for them.

Customer Needs

ClickPulse Strategies recognizes the increasing demand for high-quality digital marketing services among businesses looking to stand out in the competitive Washington, DC market. Clients can expect a comprehensive suite of services tailored to elevate their online presence, from cutting-edge SEO strategies to impactful social media campaigns. This approach ensures that businesses not only reach but engage their target audience effectively, driving growth and increasing visibility.

In addition to providing top-tier digital marketing solutions, ClickPulse Strategies understands the importance of data-driven decision-making. Clients have access to detailed analytics and reporting tools, enabling them to make informed choices about their marketing strategies. This level of insight helps businesses optimize their campaigns for better performance, ensuring a higher return on investment and a deeper understanding of their customer base.

Moreover, ClickPulse Strategies places a significant emphasis on customer service and collaboration. Clients can expect personalized support tailored to their specific needs and goals, ensuring a partnership that feels both empowering and productive. This focus on building strong, communicative relationships helps ensure that each marketing initiative is aligned with the client’s vision, fostering innovation and creativity in every campaign.

ClickPulse Strategies’s competitors include the following companies.

Alliance Interactive offers a comprehensive range of digital marketing services, including website design and development, SEO, content marketing, and brand strategy. Their price points vary depending on the complexity and scope of the project, with custom solutions tailored to meet the needs of each client. They generate revenue by offering these bespoke services, focusing on delivering high-quality, results-driven solutions. Alliance Interactive is headquartered in Washington, DC, and serves clients globally, with a strong presence in the North American market. Their customer segments include small to medium-sized businesses, non-profits, and large enterprises across various industries. A key strength of Alliance Interactive is their emphasis on creating engaging digital experiences that drive user engagement and conversion. However, their bespoke approach might be perceived as a weakness by clients looking for more standardized, cost-effective solutions.

Elevation specializes in web design, digital marketing, and branding services for non-profits and social enterprises. They offer a sliding scale pricing model to accommodate the budget constraints of their target clients, making their services accessible to organizations of different sizes. Elevation’s revenue comes from a mix of project-based work and ongoing support services. Located in Washington, DC, Elevation has carved out a niche for itself by serving non-profits and social enterprises both locally and across the United States. Their key strength lies in their deep understanding of the unique challenges and opportunities within the non-profit sector. However, their niche focus might limit their appeal to a broader range of potential clients outside the non-profit and social enterprise sectors.

Capital Practice Consulting focuses on digital marketing solutions for healthcare providers and medical practices. Their services include SEO, social media marketing, website design, and online reputation management. Pricing is project-based, with options for ongoing management services, allowing for flexibility based on the specific needs of healthcare professionals. They generate revenue through a combination of upfront project fees and recurring management fees. The company operates primarily in the Washington, DC area but serves clients across the United States. Their customer segments include individual healthcare practitioners, small to medium-sized medical practices, and healthcare organizations. Capital Practice Consulting’s strength lies in their specialized knowledge of the healthcare industry, which enables them to provide tailored marketing solutions that adhere to industry regulations. A potential weakness is their industry-specific focus, which might not appeal to clients outside the healthcare sector looking for more generalized digital marketing services.

Competitive Advantages

At ClickPulse Strategies, we pride ourselves on delivering unparalleled marketing services that distinctly set us apart from our competitors. Our proficiency stems from a deep understanding of the dynamic digital landscape and an unwavering commitment to staying ahead of industry trends. This expertise allows us to craft innovative, results-driven strategies tailored to each client’s unique needs. We believe that our ability to generate measurable outcomes, from increased brand visibility to substantial growth in customer engagement and conversion rates, stands as a testament to the superiority of our services. Our team’s dedication to excellence ensures that we not only meet but exceed client expectations, establishing us as a leader in the digital marketing domain.

Moreover, our comprehensive suite of services encompasses everything from search engine optimization and social media marketing to email marketing and content creation. This versatility enables us to serve a diverse range of clients, from startups seeking to establish their online presence to established brands aiming to enhance their digital footprint. Our approach is holistic; we consider every facet of digital marketing to ensure a cohesive and integrated strategy that amplifies our clients’ online influence. By offering such a wide array of services, we eliminate the need for businesses to juggle multiple agencies, providing a streamlined, efficient, and more effective marketing solution. Our commitment to innovation, coupled with our broad service offering, positions ClickPulse Strategies as a premier choice for businesses aiming to achieve unparalleled digital success.

Our marketing plan, included below, details our products/services, pricing and promotions plan.

Products and Services

At ClickPulse Strategies, we specialize in providing comprehensive digital marketing services designed to enhance our clients’ online presence and drive their business growth. Our core offerings encompass Search Engine Optimization (SEO), Social Media Marketing (SMM), and Pay-Per-Click Advertising (PPC), each tailored to meet the unique needs and objectives of our customers.

Our Search Engine Optimization (SEO) services are essential for businesses aiming to increase their visibility in search engine results, attract more website traffic, and improve their online authority. We employ the latest SEO strategies and practices to ensure that our clients’ websites rank highly for relevant keywords and phrases. Clients can expect to invest an average of $1,000 to $2,500 per month for our SEO services, depending on the scope and complexity of their project.

Social Media Marketing (SMM) is another key service we offer, designed to help businesses expand their reach, engage with their audience, and build their brand across various social media platforms. Our team crafts customized social media strategies that align with our clients’ brand values and business goals, ensuring a cohesive and effective online presence. For our SMM services, clients can anticipate an average cost of $500 to $1,500 per month, based on the extent of the campaign and the number of platforms managed.

Pay-Per-Click Advertising (PPC) is a powerful tool for driving targeted traffic to our clients’ websites and generating leads or sales in a cost-effective manner. We manage every aspect of our clients’ PPC campaigns, from keyword research and ad creation to optimization and analytics. Our expertise in PPC ensures that our clients achieve a high return on investment. The average price for our PPC services ranges from $1,000 to $2,000 per month, excluding ad spend, which varies based on the campaign’s scale and objectives.

At ClickPulse Strategies, we pride ourselves on offering transparent pricing and customized digital marketing solutions that cater to the specific needs of our clients. We are dedicated to delivering measurable results and helping our clients succeed in the competitive digital landscape.

Promotions Plan

ClickPulse Strategies embarks on a dynamic journey to attract customers through a comprehensive suite of promotional methods tailored to highlight its expertise in the digital realm. Central to its strategy, online marketing emerges as a pivotal tool, leveraging the vast potential of the internet to reach a broad audience with precision and efficiency. This agency understands the power of digital visibility and will employ a multi-faceted online marketing approach to ensure its message resonates with its target market.

At the heart of its online marketing endeavors, ClickPulse Strategies will harness the capabilities of search engine optimization (SEO) to improve its website’s ranking on search engines like Google. This ensures that when potential clients search for digital marketing services in Washington, DC, ClickPulse Strategies appears prominently in their search results. Additionally, the agency will utilize pay-per-click (PPC) advertising to instantly increase its visibility online. By carefully selecting relevant keywords, ClickPulse Strategies aims to appear at the top of search results, driving targeted traffic to its website efficiently.

Social media marketing will play a crucial role in ClickPulse Strategies’ promotional efforts. By actively engaging with its audience on platforms such as Facebook, Instagram, LinkedIn, and Twitter, the agency will build a community around its brand. This not only enhances brand awareness but also fosters trust and loyalty among potential clients. Content marketing, through the creation and distribution of valuable, relevant, and consistent content, will further establish ClickPulse Strategies as a thought leader in the digital marketing space. This approach will attract and retain a clearly defined audience, ultimately driving profitable customer action.

Email marketing will serve as another vital component of ClickPulse Strategies’ promotional toolkit. By developing personalized email campaigns, the agency will maintain regular contact with its prospects and clients, keeping them informed about the latest digital marketing trends, services, and special offers. This direct line of communication will nurture leads and encourage repeat business, contributing to the agency’s growth.

In addition to these online marketing strategies, ClickPulse Strategies will also explore opportunities in networking events and local workshops. Participating in industry conferences and seminars in Washington, DC, allows the agency to connect with potential clients face-to-face, showcasing its expertise and building personal relationships. Hosting workshops on digital marketing topics will position ClickPulse Strategies as an authority in the field, attracting businesses looking for guidance in navigating the digital landscape.

By integrating these promotional methods into a cohesive strategy, ClickPulse Strategies expects to attract a diverse clientele, ranging from startups to established businesses seeking to enhance their digital presence. With a focus on delivering measurable results and fostering long-term partnerships, ClickPulse Strategies is poised to make a significant impact in the digital marketing arena.

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 ClickPulse Strategies, there are several key day-to-day operational processes that we will perform.

  • Client Communication: Maintain constant communication with clients to understand their needs, expectations, and to keep them updated on campaign progress. This includes scheduling regular meetings, sending updates, and being available for queries.
  • Market Research: Conduct ongoing market research to stay ahead of digital marketing trends, understand the competitive landscape in Washington, DC, and identify new opportunities for client campaigns.
  • Campaign Development and Execution: Design and implement digital marketing campaigns tailored to the specific needs of each client. This involves brainstorming creative ideas, selecting appropriate digital platforms, and utilizing SEO, content marketing, social media, and paid advertising strategies.
  • Data Analysis and Reporting: Collect and analyze data from ongoing campaigns to measure their effectiveness. Use analytics tools to track performance indicators such as website traffic, conversion rates, and engagement levels. Prepare comprehensive reports to share with clients.
  • Financial Management: Manage the agency’s finances, including budgeting for campaigns, invoicing clients, and ensuring that expenses stay within budget. Monitor cash flow and make adjustments as necessary to maintain financial health.
  • Team Collaboration: Facilitate collaboration among team members to ensure that all projects are progressing smoothly. Hold regular team meetings to discuss campaign strategies, delegate tasks, and address any challenges.
  • Professional Development: Encourage continuous learning and professional growth within the team. Stay updated with the latest digital marketing tools and techniques, and invest in training and development opportunities for staff.
  • Quality Control: Implement quality control measures to ensure that all work produced meets the high standards expected by clients. This includes reviewing campaign materials, monitoring ongoing campaigns for issues, and making necessary adjustments to strategies.
  • Client Acquisition and Retention: Work on expanding the client base through networking, marketing efforts, and referrals. Also, focus on retaining existing clients by delivering exceptional service and demonstrating the value of ongoing investment in digital marketing.
  • Compliance and Legal Considerations: Ensure that all marketing campaigns comply with legal requirements and industry standards, including data protection laws and advertising regulations. Stay informed about changes in legislation that could affect digital marketing strategies.

ClickPulse Strategies expects to complete the following milestones in the coming months in order to ensure its success:

  • Launch our Digital Marketing Agency: Officially opening our doors for business is the first critical milestone. This involves setting up the legal structure of the business, creating a brand identity, developing a company website, and establishing our presence on social media platforms.
  • Secure Initial Client Contracts: Signing on a certain number of clients, for instance, 5 to 10, depending on the project size, within the first three months. This validates our business model and provides initial revenue and case studies for future marketing efforts.
  • Build a Talented Team: Recruiting and hiring a skilled team with expertise in various digital marketing disciplines (e.g., SEO, PPC, content marketing, social media) within the first six months. This includes both full-time employees and freelancers or contractors as needed.
  • Develop Strategic Partnerships: Forming partnerships with non-competing businesses in the digital and broader marketing ecosystem within the first nine months. These partnerships can provide referral business and enhance service offerings.
  • Implement Scalable Processes and Tools: Establishing efficient, scalable processes and implementing necessary digital tools for project management, client reporting, and other operations within the first year. This foundation is critical for handling growth without sacrificing service quality.
  • Achieve $15,000/month in Revenue: Reaching this revenue milestone within the first 12 to 18 months. This involves not only acquiring new clients but also retaining existing clients and possibly increasing the services provided to them.
  • Expand Service Offerings: Based on market demand and the team’s expertise, gradually introducing additional services or specialized offerings within the first 18 months. This could include branching out into emerging digital marketing channels or technologies.
  • Establish a Strong Brand Reputation: Earning positive client testimonials, case studies, and industry recognition within the first 24 months. This could involve winning awards, securing speaking engagements for team members at industry events, or earning certifications that demonstrate expertise.
  • Reach Operational Profitability: Ensuring that monthly revenue exceeds operational costs by the end of the second year. This includes costs such as salaries, marketing, tools, and office space if applicable.
  • Develop a Client Retention Strategy: Implementing a client retention program by the end of the second year to maintain a steady revenue stream. This could include loyalty discounts, referral programs, or regular strategy review meetings to ensure client satisfaction and identify upselling opportunities. These milestones are designed to build a solid foundation for ClickPulse Strategies, mitigate risks associated with starting a new business, and position the company for sustainable growth and success.

ClickPulse Strategies management team, which includes the following members, has the experience and expertise to successfully execute on our business plan:

Harper Lewis, President

With a proven track record of achievement, Harper Lewis brings a wealth of experience to ClickPulse Strategies. Having previously helmed a Digital Marketing Agency, Lewis’s leadership skills are well-tested and proven in the realm of digital marketing. This background has endowed him with a deep understanding of the digital landscape, including the nuances of SEO, content marketing, and social media strategies. His expertise not only lies in crafting compelling digital marketing strategies but also in his ability to steer a team towards achieving long-term business objectives. Lewis’s experience is a cornerstone for ClickPulse Strategies, ensuring the company is well-positioned to navigate the complexities of the digital marketing industry and achieve sustained success.

To achieve our growth goals, ClickPulse Strategies requires $234,000 in funding. This investment will cover capital investments such as location buildout, furniture, and equipment, along with non-capital investments including working capital, initial rent, staff salaries, marketing, supplies, and insurance. This funding is crucial for establishing our operations, building our team, and launching our marketing efforts, setting the stage for our success in the digital marketing industry.

Financial Statements

Balance sheet.

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Income Statement

[insert income statement]

Cash Flow Statement

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54 & Cloudy

Executive summary executive summary is a brief introduction to your business plan. it describes your business, the problem that it solves, your target market, and financial highlights.">.

54 & Cloudy is a newly formed digital marketing agency that is run by two industry veterans, Tom and Stephen, who collectively have more than two decades of experience running e-commerce sites, working at digital marketing agencies, and helping small to medium size businesses achieve their digital growth goals.

While 54 & Cloudy has been operating as a small consultancy for the past two years, it is now looking to raise some funding and become a full-service digital marketing agency that will need to purchase technology assets and ramp up hiring to meet client demands. Additionally, once the 54 & Cloudy ramps up their marketing efforts, there will be a need for internal resources to manage all the new clients that they will onboard.

54 & Cloudy will operate initially as a fully remote organization with resources across various functional areas of the business including Search Engine Optimization (“SEO”), Conversion Rate Optimization (“CRO”), paid advertising (including social media and search), as well as contractors who will support auxiliary revenue streams such as content writing and design services.

54 & Cloudy is well-positioned to quickly become one of the most trusted digital marketing agencies in the industry given its existing reputation and the plans of building a proprietary technology solution that will bring meaningful value to clients. As 54 & Cloudy furthers their reputation in the market, 54 & Cloudy is poised for long-term success and will be able to increase hiring and expand service offerings to meet client demands with ease.

Service Offerings

After completing their fundraising, 54 & Cloudy will expand their operations to four main revenue streams:

  • SEO marketing services include SEO strategy development, technical SEO, keyword targeting, content marketing, and link building
  • Includes full-service PPC marketing efforts, including search engine advertising, paid shopping ads, display ads, paid social media ads, retargeting, and more
  • eCommerce CRO services will run over thousands of AB tests across a variety of eCommerce platforms with the goal of driving sales. Through targeted user research, a team of UX analysts, and psychological experts, 54 & Cloudy will grow not only transactions but average order and customer lifetime value for clients
  • Industry-focused content writers and designers who excel in translating the voice and tone of a client’s business into conversion-driving copy or rich and engaging design

Expectations

Financing needed.

Given the management team’s long-standing success in the industry, 54 & Cloudy will be looking to secure an SBA loan in the amount of $300,000 to finance the acquisition of initial startup technology costs as well as cover initial cash flow needs as 54 & Cloudy ramps up customer acquisition and operates at a loss in Year 1.

Given industry growth and the new technology platform 54 & Cloudy will develop, the projected next five years will see strong growth from DMA as they service new and existing clients while capturing additional wallet share with existing new services as 54 & Cloudy grows to become a one-stop-shop for all types of digital marketing. Across the company, 54 & Cloudy is projecting to ramp up meaningfully after securing their debt capital and hiring several resources to achieve 2022 revenue of $2,535,009, which will grow to $12.6 million by 2026. EBITDA will also grow from $738526 in 2022 to $5,115,174 by 2026.

Financial Highlights by Year

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Opportunity, business overview.

At launch, 54 & Cloudy will operate across four main service categories all focused on digital marketing services for clients. The main categories are outlined below as well as their revenue assumptions used in the financial projections.

  • Customers will pay a monthly recurring charge that averages out to $3,000
  • Customers pay the agency a fee of 15% of the client’s advertising budget, which was assumed to be an average of $10,000 per month
  • Customers will pay a monthly recurring charge that is tiered based on the number of tests and campaigns run per month but will average out to $4,000
  • Industry-focused content writers and designers who excel in translating the voice and tone of a client’s business into conversion-driving copy or rich and engaging designs
  • Customers will be charged per hour for design and writing services at an average rate of $100 per hour

Growth Strategy

Within the first five years of operations, 54 & Cloudy will look to drive revenue growth by not only acquiring new customers but also expanding their wallet share with existing customers. By reducing the churn rate and upselling customers on additional services, they will enhance the client LTV.

In addition to organic client growth, 54 & Cloudy will also be launching new service offerings, standalone product offerings, and will establish several partnerships for referral revenue. The main inorganic growth avenue is with the development of a proprietary reporting and marketing forecast dashboard. This will become an integral selling point in 54 & Cloudy’s service packages as a way to visualize audits, changes, and provide instant access/feedback to the user. 54 & Cloudy anticipates eventually launching this technology as a standalone product that will further its growth far in excess of the financial projections in this business plan.

Target Market

Market size & segments.

Overall Market

Over the past five years, the Digital Advertising Agencies industry has benefited from the rapid shift from traditional print advertising to digital advertisements. In particular, strong demand for digital advertising services from the retail, financial services, automotive, and telecommunication sectors have bolstered industry revenue. As more consumers generate website traffic through the use of smartphones and tablets, many businesses have purchased digital advertising services to build brand awareness across multiple screens and platforms. Additionally, as more product manufacturers are directly selling their products online, many retailers are demanding industry activities such as search engine visibility services to help them compete. Over the five years to 2019, industry revenue is anticipated to grow at an annualized rate of 17.2%, including a 5.6% jump in 2019 to reach $15.7 billion. Over the five years to 2019 total industry operators are expected to increase at an annualized rate of 16.2% to 4,471.

Many businesses have demanded industry services to spread advertisements in digital formats, namely online for streamed video content. Furthermore, some industry clients have moved away from business models that require research and tangible results prior to the launch of an advertisement, in favor of a testing environment that has evaluated the commercial viability of new ideas. For example, clients have purchased digital advertising services that measure online traffic demographics related to their social media websites prior to launching a product, greatly benefiting the industry. Industry profit (measured as earnings before interest and taxes) is expected to be 6.1% in 2019, due to increased demand for specialized and niche digital advertising services. Total number of industry employees are expected to grow at an annualized rate of 16.5% to 71,049 in 2019.

Over the five years to 2024, digital advertising agencies that can develop innovative tools such as data mining, with applications for analyzing customer purchasing behavior, will experience strong demand. As online media streaming services and social media continue to generate substantial internet traffic, many businesses will strengthen their investments in digital advertising. As a result, industry revenue is forecast to increase at an annualized rate of 4.4% to $19.5 billion over the five years to 2024.

Key Market Drivers

Internet traffic volume

Internet traffic volumes represent the total data sent over the internet globally per month. As the amount of internet traffic increases due to more consumers accessing websites from their mobile devices, tablets, or computers, many businesses will expand their online presence. As a result, demand for digital advertising services will rise as more businesses use advertising to drive website traffic volumes. Internet traffic volume is expected to increase substantially in 2019, representing a potential opportunity for the industry.

Total advertising expenditure

Total advertising expenditure typically trends in line with corporate profit. When corporate profit rises, businesses are likely to revitalize their advertising budgets. In 2019, total advertising expenditure is expected to increase.

Consumer spending

A rise in consumer spending indicates that more consumers are making discretionary purchases. This trend encourages many businesses to invest in advertising services to boost brand awareness and remain competitive. As a result of these services, businesses benefit from a larger customer base. In 2019, consumer spending is expected to increase.

Corporate profit

As businesses become more profitable, they often expand their advertising budgets, since many digital advertising services result in a strong return on investment. Thus a rise in corporate profitability, particularly in the retail, finance, automotive, and telecommunications sectors, stimulates demand for digital advertising services. Corporate profit is expected to decline in 2019, representing a threat to the industry.

Investor uncertainty

Investor uncertainty is an important indicator of industry performance. The degree to which businesses invest in advertising is related to the confidence that decision-makers have in the market. As uncertainty increases, businesses may decide to reduce or suspend advertising activities. In 2019, investor uncertainty is expected to decline.

Industry Services

digital marketing business plan doc

Digital display advertising makes up an estimated 50.0% of industry revenue in 2019.

This product segment includes various forms of advertising, including banner, which makes up 12.6% of total revenue, followed by video (10.5%), rich media (8.7%), and sponsorship (1.5%). Over the past five years, as more users have streamed videos online, video advertisements have steadily grown, as many advertising agencies have strategically placed advertisements either before, during, or after a video clip. Furthermore, sponsorship advertising has exhibited growth over the past five years, particularly for digital-only publications.

Search engine optimization

In 2019, search engine optimization (SEO) and search engine marketing services are expected to account for 28.9% of industry revenue.

SEO services help increase a company’s visibility in a search engine, such as Google, Yahoo, or Bing. Typically, websites that have favorably used SEO to appear in search engine result pages for certain keywords are more likely to have high online visitor traffic, which can increase clientele’s sales volumes. Digital advertising agencies that can build website algorithms with the highest relevancy can obtain favorable placing for their clients in search results. Over the past five years, this market has steadily grown, due to many businesses developing their online website presence. However, over the next five years, many clients will expand their online presence through other mediums, particularly video, which will cut into growth for this product segment.

Major End Markets

digital marketing business plan doc

The industry primarily relies on corporate clients from the retail, finance, automotive, and telecommunications sectors.

Retail and telecommunications

In 2019, retail and telecommunications are expected to account for 21.9% and 10.5% of industry revenue, respectively.

Retail has comprised the largest share of digital advertising spending over the past five years, which can be partly attributed to many consumers making their retail purchasing decisions online. According to eMarketer, while retailers have demanded direct response advertisements over the past five years, many retailers will move toward brand advertising, such as advertisements via video, social display, and hybrid formats.

Comparatively, telecommunication-related advertising has steadily declined over the past five years, due to data privacy laws that have constrained the ability for advertisers to implement digital advertisements using user data from consumers’ mobile phones. Furthermore, consolidation among telecommunication providers has limited their demand for advertising services.

Automotive and financial services

Automotive and financial services are anticipated to make up 12.4% and 12.1% of industry revenue, respectively.

Over the past five years, demand for digital advertising services from the automotive sector has steadily increased, due to the revitalization in consumer demand for automobiles. In particular, many consumers have used the internet to shop for their next vehicle, which has prompted the automotive sector to purchase more digital advertising services. Additionally, demand for digital advertising services from the financial sector has remained relatively stagnant over the past five years, due to many digital advertising services, such as rich media and video formats, not being as effective with driving customer purchasing decisions, compared with other sectors, such as the automotive sector.

Consumer packaged goods and consumer products

In 2019, consumer packaged goods and consumer products are expected to generate 8.8% of industry revenue.

Over the past five years, this product segment has exhibited growth. For bigger brand products within this segment, demand for digital advertising services has increased in line with peak seasons, such as Christmas and the back-to-school period. Comparatively, retailers of lower-priced products within this market segment typically purchase display advertising campaigns to build brand awareness and encourage a strong customer base that makes repeat purchases.

Travel and media

Travel and media comprise an estimated 7.8% and 6.3% of industry revenue in 2019, respectively.

In the past five years, the travel and media sectors have increased their demand for digital advertising services. Over the next five years, the travel sector will demand digital advertising services that integrate well with consumers that access travel websites from their mobile device. Comparatively, media, which includes social media sites, have increasingly used digital advertising services to generate website traffic and monetize their websites.

Computing products and consumer electronics

In 2019, computing products and consumer electronics account for an estimated 8.0% of industry revenue.

Over the next five years, this product segment is expected to account for a larger share of industry revenue. As consumer electronics are expected to exhibit high growth over the next five years, many electronic companies that manufacture devices, such as digital and video cameras, telephones, and TVs, among other products, will increase their demand for digital advertising services.

Other sectors

Other sectors include the healthcare and pharmaceutical sector, as well as the entertainment sector, among others.

Over the next five years, many sectors, such as entertainment, will increasingly demand digital advertising services to attract users that increasingly access websites with their smartphone and tablet.

54 & Cloudy  Initial Target Market

At launch, 54 & Cloudy will focus on businesses that are driving more than $1 million in e-commerce sales per year and looking to spend more than $5,000 per month on digital advertising. Many of these clients will have both a digital and retail presence and will be looking to grow their digital footprint across multiple channels without having to hire an internal team. While geographic location is not a barrier, 54 & Cloudy will initially focus on West Coast businesses due to the founders’ existing network. Lastly, 54 & Cloudy is not limiting themselves on the type of e-commerce product the client sells but will be looking to work with clients who have average order values (“AOV”) above $35, which will make digital advertising easier and more profitable.

Competition

Competitive landscape.

The digital marketing agency landscape is filled with thousands of small companies that have fewer than ten employees with only a handful of organizations that have reached scale to have more than 50 employees. Additionally, the market is rapidly becoming more reliant on various technology and software providers, who themselves are now some of the biggest competitors in the market. Detailed below are several of the large digital agencies as well as large service providers in the market.

Large Digital Marketing Agencies

  • Ignite Visibility is one of the highest awarded digital marketing agency in the industry, specializing in digital marketing strategy, SEO, paid media, social media, email marketing, analytics, Amazon, and CRO.
  • WebFX is a performance-focused digital marketing agency with services designed to increase qualified leads, phone calls, and transactions for clients. Founded in 1996 and headquartered in Harrisburg, Penn., they have over 250 digital marketing, design, and development experts who serve customers through SEO, PPC, web design, and more.
  • Power Digital is a digital marketing agency based in San Diego with an office in New York. The agency, founded in 2012, has more than 300 employees and provides content marketing, email marketing, PPC, SEO, social media marketing, web design, and PR services. Power Digital serves mid-market and other-sized companies in the consumer products & services, advertising & marketing, business services, and retail industries.
  • This Utah-based agency has a marketing team of 50+ that has conducted over 2,500 marketing campaign audits since 2011. Disruptive Advertising specializes in traffic, conversion, and analytics to help its clients outperform their competitors.

Service Providers That Displace Agencies

  • SEMrush is a leading online visibility management software-as-a-service platform. With over 7 million businesses having used the platform across 50 products, tools, and add-ons including tools for search, content, social media, and market research. The company tracks data from more than 140 countries, seamlessly integrates with Google and task management platforms.
  • Ahrefs is a software company that develops online SEO tools and free educational materials for marketing professionals. Ahrefs database has over 11 billion keywords and more than 400 billion indexed pages.
  • Both of these companies are best-in-class email marketing and growth marketing platforms that helps deliver more personalized experiences across owned marketing channels like email, SMS, in-app notifications, and web.

54 & Cloudy Advantages

While the market is highly competitive, 54 & Cloudy sets itself apart by leveraging proprietary technology and world-class third-party software. Additionally, 54 & Cloudy will only initially work with clients who operate within specific niches in the e-commerce space and this will allow 54 & Cloudy to develop a sector expertise and reputation for excellence that will drive organic growth.

Some of the key advantages that 54 & Cloudy will have when going head-to-head with competitors includes the following:

  • Targeted user segments to conduct market research that is the exact audience of the client
  • Relationships with BI data firms that help find the sweet spot in terms of pricing, sales, etc. These kinds of licenses cost nearly 6-figures but 54 & Cloudy has a sweetheart deal
  • Custom reporting dashboard that brings in paid, organic and outbound sales touchpoints
  • Custom dashboard for A/B split testing, which allows agency and customers to take analysis and turn into immediately actionable copy tests
  • Direct integration with eCommerce platforms (WooCommerce, Shopify, Wix) or off-the-shelf CMS platform

Keys to Success

Given the competitive nature of the industry, 54 & Cloudy will need to be aware of the various keys to success that are critical for long-term growth in the market.

  • Digital agencies must stay up-to-date with the latest developments in technology, from the newest advertising platform to the latest software used to track and analyze campaigns
  • Membership in the American Association of Advertising Agencies may indicate a higher level of professionalism in operations and boost the agency’s credibility and image
  • As a highly competitive industry, digital advertising agencies must be able to develop professional proposals for work and accounts to secure contracts
  • Digital advertisers that develop a solid brand with a good reputation achieve a greater level of success within the industry
  • Building and scaling tools and technology that are proprietary will allow 54 & Cloudy to scale and capture market share with a defensible offering that can increase LTV and reduce long-term churn

Marketing & Sales

Marketing plan.

Like other rapidly growing B2B companies, 54 & Cloudy will focus on targeted digital and print marketing, multiple advertising campaigns, conventions/trade shows, and strategic partnerships. Since 54 & Cloudy has already been offering its services on a consulting basis and has developed a loyal following, organic inbound traffic is already coming in and will continue to create a compounding effect that will propel 54 & Cloudy to strong and sustainable growth.

In order to continue growth and maintain their industry-leading reputation, 54 & Cloudy plans to utilize their own digital marketing knowledge to expand within their core markets, growing into new markets, and increase wallet share with existing customers.

Digital and Print Marketing

54 & Cloudy will launch a robust digital marketing campaign across paid search and through digital publications/blogs specific to their core demographics. With a unique skill set and offers, 54 & Cloudy will be able to gain meaningful momentum through paid search, providing them with business demographic information and contact information for re-targeting and promotional messaging. Additionally, by working with key online and print publications and blogs specific to the company’s various end-markets, 54 & Cloudy will be able to develop a strong industry presence that will be crucial for recurring customer growth. Some of the tactics that 54 & Cloudy will use to attract customers will include free site audits, industry-specific templates, and other free services to capture emails and upsell customers.

Strategic Partners

Relationships will be formed with multiple organizations that are selling to the same end customer including with design agencies, print media groups, traditional advertising agencies, and other non-marketing service providers like bankers, lawyers, and small business associations. By building a large team of strategic partners, 54 & Cloudy will be able to generate a stable and reliable customer base that will ultimately lead to repeat customers and an increased potential for larger contracts.

Customer Re-engagement

As with any business services company, recurring customers are a vital source of income as well as word-of-mouth for a growing business. As 54 & Cloudy continues to sell within their core demographic, they will be using various engagement tactics to drive retention and improve new referrals from existing customers. Through building a strong group of loyal customers, 54 & Cloudy will be able to identify key growth opportunities for the business including new product lines and end markets to work with.

Organic Marketing

As a leading digital marketing agency, 54 & Cloudy will be able to also publish onsite blogs, detailed landing pages, and other relevant content, as they would for any client, in order to drive organic rankings and new customer acquisition. By focusing on long-tail niche content in combination with highly competitive keywords and questions, 54 & Cloudy will generate strong SEO growth and generate meaningful organic traffic.

Trade Shows/Conventions

Many businesses find success with generating brand awareness and increasing sales conversion by attending trade shows and conventions to market their products and services. These gatherings allow businesses, consumers, and potential large partners to make a connection with the business and its leadership team before committing to a long-term contract. There are several large technologies, small business, and entrepreneur conventions and organizations held all over the United States that will provide a sizable pool of potential customers that 54 & Cloudy can interact with and demonstrate their services and product’s functionality.

The business will be based out of the Bay Area where 54 & Cloudy’s two founders are located. Given office rent prices and the plan to hire resources independent of physical location, 54 & Cloudy is planning to operate as a fully remote organization for the near term. There will be a small rent expense to cover the founders’ rent but no other rent or office costs will be incurred by 54 & Cloudy in the projections.

54 & Cloudy will be utilizing many of the industry’s leading automation, data tracking, analytics software for handling client work. This technology will include SEO tools, paid advertising automation platforms, A/B testing systems, and other useful resources that can help clients achieve their growth targets. Additionally, 54 & Cloudy will utilize several internal tools including a CRM, Slack, an email marketing platform, and other services to grow the business and manage operations and a remote workforce at scale.

Milestones & Metrics

Milestones table.

digital marketing business plan doc

Key Metrics

As with many B2B businesses, 54 & Cloudy will be tracking several key customer acquisition and customer retention metrics that will drive overall profitability and allow for more reliable hiring need forecasting.

The metrics 54 & Cloudy will be tracking include:

  • Revenue by Service Line
  • Contribution Margin by Service Line
  • Cost Per Acquisition (“CPA”)
  • Churn Rate by Service Line
  • Revenue Per Employee
  • MRR and ARR

Ownership & Structure

54 & Cloudy is co-owned by the two founders who each have a 50% ownership in the business. The company is based in the Bay Area and is a California LLC. There are no other ownership interests in the business at this time.

Leadership Team

54 & Cloudy is currently being run as a small agency by the two founders who are looking to secure funding to make additional hiring and take on enterprise-level clients. The two founders, Tom and Stephen, have extensive experience in the market not only as e-commerce digital marketers but also as technical/UX engineers.

Tom was previously a technical/UX engineer at a successful digital marketing agency where he worked on building proprietary dashboards, reporting tools, and advertising automation for both internal and external use cases. Stephen, on the other hand, is 54 & Cloudy’s e-commerce marketing expert with more than a decade working at e-commerce companies including a fashion business in the Bay Area in 2013 that was later sold in 2019. Since the sale of that business, Stephen has worked as a contractor developing his product-side and marketing expertise for small to medium size businesses.

The two founders complement each other’s skillsets and both are looking to move 54 & Cloudy from a small contract consulting business to a full-service digital marketing agency.

Hiring Strategy

In addition to 54 & Cloudy’s leadership team, there will be a strong hiring strategy to handle all the new clients as the business grows over the five-year projection period. With a mix of full-time hires and contractors, the Company will look to scale hiring to meet client demand but not be overstaffed so that people are not fully utilized.

The following roles will be areas 54 & Cloudy will hire to handle client services.

  • Acts as primary technical architect and engineer for all development, testing, and product development
  • Full-stack in-house marketer that is expert in all services the firm employs. Has extensive background and experience in search engine optimization, conversion rate optimization, paid search marketing, outbound email, and site analytics
  • Initially outsourced, this role handles all of the Google / Microsoft / LinkedIn / etc. ad management as well as its reporting
  • Liaisons the day-to-day relationships with our clients, working closely with technical and marketing leads to deliver on contract scope and goals. Managers the timelines and execution of all projects to ensure their success
  • In-house sales lead that possesses the ability to sell-in and move prospects through the buyer’s journey. Based on our target markets, this role has experience and knowledge specifically to help those business types grow
  • Copywriting
  • Paid Marketing
  • CRO Analyst

54 & Cloudy anticipates growing from 13 resources in Year 1 to more than 45 by Year 5. As outlined in the chart below, this growth will result in Year 5 personnel expenses exceeding $3.8 million, up from $965,000 in Year 1. Revenue per employee will increase from $185,000 in Year 1 to $262,000 in Year 5.

digital marketing business plan doc

Financial Plan investor-ready personnel plan .">

Key assumptions.

54 & Cloudy developed the following financials utilizing their extensive industry knowledge and relevant historic financial performance.

  • Given the long-term nature of SEO, the churn rate is 5%
  • Churn rate is slightly higher than SEO at 7.5%
  • eCommerce CRO services will run thousands of AB tests across a variety of eCommerce platforms with the goal of driving sales. Through targeted user research, a team of UX analysts, and psychological experts, 54 & Cloudy will grow not only transactions but average order and customer lifetime value for clients
  • Churn rate is high at 20% due to the nature of the service line
  • This is an ancillary service within 54 & Cloudy’s paid and optimization offerings but can be expanded to help clients develop all onsite and paid messaging

The financial projections assume an SBA loan for $300,000 at 8% over 10 years and those funds will be sufficient to cover all growth and hiring projections outlined in the business plan.

54 & Cloudy believes that the introduction of proprietary reporting and marketing forecast dashboards will help accelerate new customer acquisition and allow churn rates to remain low for existing customers. This will be an integral selling point in 54 & Cloudy’s service packages as a way to visualize audits, changes, and provide instant access/feedback to the user. In the future, 54 & Cloudy may look to offer the reporting and forecasting dashboard as a separate stand-alone service offering.

Revenue by Month

digital marketing business plan doc

Expenses by Month

digital marketing business plan doc

Net Profit (or Loss) by Year

digital marketing business plan doc

Sources of Funds

Given the management team’s long-standing success in the industry, 54 & Cloudy will be looking to secure an SBA loan in the amount of $300,000 to finance the acquisition of initial startup technology costs, as well as cover initial cash flow, needs as they ramp up customer acquisition and operates at a loss in Year 1.

Use of Funds

54 & Cloudy is securing an SBA loan for $300,000 that will be used to fund initial technology asset purchases of $65,000, startup costs including licensing, legal, and other marketing costs of $50,000, as well as cover cash flow needs during Year 1 as 54 & Cloudy, grows from negative operating income to cash flow positive by year-end.

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Digital Marketing Plan

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What comes to mind when you hear the term ‘ digital marketing ?’ No doubt it involves blog posts, online articles, and search engine optimization, just to name a few things. If you’re going to get involved in digital marketing, then you need to come up with the right plan. Due to the broad nature of what you’re about to get into, it definitely pays to know more about what a digital marketing plan entails. Scroll on not just to discover the nuances of these plans, but also to browse through our list and get the best digital marketing plan template out there.

28+ Digital Marketing Plan Examples

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Digital Marketing Business Plan Template

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Digital Marketing Strategy Plan Template

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B2B Digital Marketing Plan Template

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Restaurant Digital Marketing Plan Template

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Digital Marketing Plan Mind Map Template

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Agency Digital Marketing Plan Template

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Strategic Digital Marketing Plan Template

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Free One Page Digital Marketing Plan Template

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Free Simple Digital Marketing Plan Template

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Real Estate Digital Marketing Plan Template

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Annual Digital Marketing Plan Template

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Digital Marketing Project Plan Template

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Digital Marketing Communications Plan Template

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Digital Marketing Campaign Plan Template

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Digital Marketing Content Plan Template

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Digital Marketing Action Plan Template

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Free Sample Digital Marketing Campaign Plan Template

free sample digital marketing campaign plan template

Digital Marketing Planner Template

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Awesome Digital Marketing Plan Example

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Digital Marketing Plan Framework Example

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Digital Marketing Plan Template

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Formal Digital Marketing Plan Example

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Simple Digital Marketing Plan Example

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Business Digital Marketing Plan Example

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Digital Marketing Plan Timeline Example

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Infographic Digital Marketing Plan Example

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Professional Digital Marketing Plan Example

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Smart Digital Marketing Plan Example

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What Is Digital Marketing?

To put it simply, digital marketing encompasses all marketing efforts that utilize the Internet or an electronic to conduct a variety of advertising campaigns. Here, businesses leverage digital channels such as search engines (for SEO marketing), social media , email, mobile apps, websites, and even digital billboards to connect with current and prospective consumers. With technology dominating today’s marketing scene, businesses have managed to keep up with the latest trends by implementing several digital marketing strategies to establish themselves in the industry. Though we haven’t quite reached the age of hovercars and teleportation devices just yet, digital marketing has made it easier and more convenient for a business to reach its audience creatively and innovatively.

How to Create a Successful Digital Marketing Plan

A good marketing plan isn’t a product of an overnight task. It takes intense research and proper analysis to come up with something good enough to help your company prosper. Even the act of downloading a digital marketing plan sample, a digital marketing plan PDF template, or a free digital marketing plan from our list above will still require a ton of work. To help you with this, we’ve gathered five of the most crucial steps in developing a well-defined digital marketing plan for you to be guided.

Step 1: Know Your Goals

Before anything attempting any kind of plan—be it a digital marketing action plan or even a one-page digital marketing plan—always define your mission and objectives first. You need to be specific with your marketing goals so that your plan may be tailored toward achieving them. Without a clear path to follow, your team could end up wasting a significant amount of resources on useless strategies.

Step 2: Develop Buyer Personas

Remember who you’re talking to. Individuals from certain demographics may possess different interests from those of another group, which is why your marketing plan must be centered on the problems held by your target  audience . This includes their emotional desires, aspirations, fears, and goals.

Step 3: Analyze Past Mistakes

Past successes and failures are all part of growth. By learning to accept them, you’ll also learn to analyze how you can improve your current operations to obtain better results. Having a record of your analysis will also help enhance plans for continuous brand development.

Step 4: Identify Your Means

There are three vital components in executing a digital marketing plan: the people, the budget , and the channels. All of these resources must be taken into account before any decisions are implemented in the plan. It needs to be realistic, measurable, and attainable, otherwise, you’ll find yourself scrambling for resources that go beyond your capacity.

Step 5: Create Specific Strategies.

No matter how hard you try, your plan is never going to be perfect from the get-go. Unforeseen circumstances may cause drastic changes to your plan, forcing you to be as flexible as possible. This is why you need to create manageable strategies , one that allows adjustments without losing sight of the company’s primary goal.

What is the purpose of a Digital Marketing Plan?

The purpose of using a digital marketing plan for any organization is to force you through the process of researching and clearly explain all the aims and goals of your digital initiatives. This is along with clearly targeting digital personas and methodically choosing ways to go after them.

What should be considered while making a Digital Marketing Plan?

A digital marketing plan must include the following: One, Search Engine Optimization (SEO). Two, web positioning and strategies. Three, the social media market . From there, you must put digital marketing actions into motion with previously made plans or strategies. Always consider all aspects that impact development indirectly and directly.

What does A Marketing Plan do?

Unlike a business plan, a marketing plan mainly focuses on working and keeping customers intact. It has several strategies and includes numbers, facts, and objectives. A good marketing plan has all the tools and tactics you will use to achieve your sales goals most effectively. It helps draw in and keep customers.

With its use of modern and ongoing technological developments, digital marketing is a truly exciting thing to be a part of. Now that you are better informed about what a digital marketing plan is, you can begin experiencing its nuances for yourself. All that’s left for you to do is choose how your own internet marketing journey will begin. Decide wisely and act as boldly as you can!

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Digital Marketing Agency Business Plan Template

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What You Get

  • A compelling & detailed pre-written Digital Marketing Agency business plan template in WORD
  • A full & automatic Digital Marketing Agency financial plan model in EXCEL you can easily customize
  • Customized text tailored to your Digital Marketing Agency
  • The ability to paste advanced charts and tables within a click
  • No accounting or specialized financial knowledge needed
  • A cost-effective solution saving you time and money

Digital Marketing Agency Business Plan Template Description

Digital marketing agency business plan template

Are you looking to open a digital marketing agency? Are you a digital marketer seeking to establish your own business? If yes, then our ready-made digital marketing agency business plan package is your perfect solution. It includes a pre-written business plan in Word and an automatic financial plan in Excel tailored to the digital marketing services sector, and which you can easily customize to fit your own project. Save tons of time and money and download our investor-grade Digital Marketing Agency business plan template, no financial or accounting expertise required. Check the full content below.

digital marketing business plan doc

Digital Marketing Agency Business Plan Document in Word: 

Our ready-made Digital Marketing Agency business plan template is in Word format and includes 23 pages. The document is divided into multiple sections. Each section contains the essential points that are necessary to effectively present your Digital Marketing Agency project. Each section and sub-section offers you a sample text that you can easily customize to make your business plan unique. Below is a small excerpt of the ready made digital marketing business plan document in Word.

Digital marketing agency business plan in Word

Automatic Digital Marketing Agency Financial Plan in Excel

Our pre-populated financial model is in Excel format and includes multiples worksheets. You can easily edit the model’s inputs including changing costs and revenue assumptions to generate pro-forma financial forecasts including P&L, Cash flows and Balance Sheets. Below is a small extract of the automatic digital marketing financial plan in Excel.

Digital marketing agency financial plan Excel

This Ready-Made Digital Marketing Agency Business Plan is For

  • Entrepreneurs wishing to start a Digital Marketing Agency
  • Digital marketers who want to create a business plan fast and easy
  • Digital marketers who wish to pitch their project to investors
  • Businesspeople who wish to better understand the potential of the opportunity

Immediate Delivery by Email

  • Once you complete the order, you will receive an email with links to download your documents
  • Your order will contain the full pre-written business plan in Word
  • Your order will contain the full customizable financial model in Excel

Your Digital Marketing Agency Business Plan Content

Executive Summary:  Our Digital Marketing Agency business plan template starts with a compelling Executive Summary. This key section is very important as it summarizes in 1 page your Digital Marketing Agency concept. It will introduce your business model, the key people behind the project as well as the unique selling proposition offered by your Digital Marketing Agency. This section will also mention how market conditions and consumer trends are favorable for launching your project.

The Problem Opportunity:  Next, your ready-made Digital Marketing Agency business plan will list a number of problems experienced by your prospects in your target market and will show how this presents a unique opportunity for your Digital Marketing Agency. These can include issues such as lack of a particular type of Digital Marketing service in a certain location, low or average quality of service offered by existing players, undifferentiated offering by current actors in the market…etc.

The Solution:  This section explains how your Digital Marketing Agency will take advantage of the current problems in the market and will detail your innovative solutions.

Mission & Vision:  Your mission will explain in a couple of sentences your Digital Marketing Agency business ethos. In other words, it will summarize your unique value proposition and will explain how you are different than the competition. Your vision will explain the long-term plans for your Digital Marketing Agency. Are you planning to start with one branch today and expand to a multi-branch business model? Are you looking to penetrate new geographies in the future?…etc.

Business Model:  This section details your Digital Marketing Agency concept using the business model canvas method. In a visually appealing table, we will detail your Digital Marketing Agency’s key partners, activities, resources, value proposition, customer segments, customer relationship plan, marketing channels, cost structure and revenue streams.

Products & Services:  Next, we will talk in detail about your various Digital Marketing services. We will describe your various types of online marketing services including PPC, SEO…etc. We will also provide information about your pricing by type of service.

Market Analysis:  This important section describes the various market statistics and consumer trends in the Digital Marketing Agency industry and explains how they support your own project. The purpose of this section is to show that the market conditions are favorable for launching your new Digital Marketing Agency.

Global Market Trends:  In this sub-section of the market analysis, we will discuss the latest global market trends in the Digital Marketing Agency industry. We will look at the global industry size, growth rate, growth diving factors and customer trends.

Local Market Trends:  This sub-section explains the local market trends that are relevant to your specific Digital Marketing Agency in its area of operation.

Target Clients:  In this section, we will describe your various customer profiles by providing information about their demographics, behavior and purchasing habits.

Competitive Analysis:  We will analyze key competitors active in your target market and provide insights about their strengths and weaknesses.

Competitive Advantages:  After looking at the competitive landscape, we will then show how your Digital Marketing Agency is differentiating itself from the competition through a number of key advantages.

SWOT Analysis:  This section features a 4-quadrant table with explanations about how your Digital Marketing Agency intends to leverage its key strengths, mitigate weaknesses, capture opportunities and thwart any future threats.

Marketing Plan : This chapter provides detailed information about your go-to-market strategy.

Branding & Awareness:  We will describe in this sub-section your choice of key marketing channels to build branding and awareness.

Customer Acquisition:  We will describe in this sub-section your choice of key marketing channels to acquire customers and increase sales.

Operating Plan:  This chapter provides information about your Digital Marketing Agency’s opening hours, internal processes and describes the interactions between various key departments and teams.

Management Team:  It is very important to present the key people behind your Digital Marketing Agency and thus we have dedicated a section for this very purpose. It is also important to talk here about the founder’s vision, his past education and professional experience.

Hiring Plan:  No business can succeed without having on board the right team. This section lists all the key positions you plan to hire with information about their salaries and expected start dates.

Key Milestones:  To be able to launch and execute your Digital Marketing Agency project, you need to follow a set of actionable tasks with target deadlines. This section serves this purpose.

Financial Plan:  Without a robust financial plan, your Digital Marketing Agency business plan would be an incomplete document. This important section provides crucial information about your pro-forma financial projections and shows that you have really done your homework. The data mentioned in this and the following sections will be provided by the dynamic Excel financial model accompanying your Digital Marketing Agency business plan.

Projected Revenue:  This module shows your Digital Marketing Agency’s revenue projections over the next three years.

Projected Profit and Loss:  This module shows your Digital Marketing Agency’s income statement (also called profit and loss statement) over the next three years. Your income statement includes detailed projections about your sales and expenses and shows how your Digital Marketing Agency’s revenue is converted into a net profit.

Projected Cash Flows:  This module shows your Digital Marketing Agency’s cash flow projections over the next three years. The first year of operation is even detailed on a monthly basis. Your cash flow statement will detail the various cash inflows your Digital Marketing Agency will generate from its day to day operations and from funding sources, as well as the various cash outflows required to pay for operating expenses and business investments.

Projected Balance Sheet : This module shows your Digital Marketing Agency’s balance sheet projections over the next three years. The balance sheet will provide a summary of your Digital Marketing Agency’s short term and long term assets in addition to your short term and long term liabilities and capital.

Profitability Analysis:  In this section, we will provide information about your gross margin, net margin and discuss the profitability of your Digital Marketing Agency.

Funding Requirement:  This module states the amount of funding your need to be able to comfortably launch your Digital Marketing Agency. It also describes the planned allocation of the funds between Opex and Capex.

Conclusion : Finally, we will conclude your business plan by recapitulating the key points that make your Digital Marketing Agency project compelling and reiterate the rationale behind your business opportunity.

Why Use our Ready-Made Digital Marketing Agency Business Plan?

  • Speed & Convenience:  Once you complete your order, you will receive the Digital Marketing Agency business plan directly in your mailbox. Since it is already pre-written with fully customizable financials, you will only need to spend a couple of hours to edit it and adapt it to your own Digital Marketing Agency project.
  • High Quality:  Your Digital Marketing Agency business plan has been written by our professional team of business plan writers and experts from the Digital Marketing industry. You will receive a professional Digital Marketing Agency business plan template ideal for presenting to potential investors or banks.
  • Low-Cost:  Our pre-written Digital Marketing Agency business plan template is the most cost-effective solution in case you need to build a solid and professional Digital Marketing Agency business plan. We are confident you will save hundreds if not thousands of dollars by ordering our premium business plan compared to hiring a consultant or subscribing to complicated and expensive software.

If you have any question regarding our ready-made Digital Marketing Agency business plan package,  do not hesitate to contact us , we are here to help.

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8+ sample digital marketing plan templates for free download.

Making use of digital media is a great and largely helpful means to market your product or your company. Although it might seem like an easy task to market things digitally with so many people working in digital media, it actually needs careful market planning so that it can become a success and hit the right target. Use our impressively designed digital marketing plan templates that will ensure that you are working with nothing but the best!

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Create a Digital Marketing Plan in 5 Steps

Step 1: state your goals and objectives, step 2: conduct an analysis, step 3: research your target audience, step 4: discuss strategies, step 5: present the budget details, digital marketing strategy plan template.

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Best Digital Marketing Plan Template

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This is what a Digital Marketing Plan normally consists of:

  • The details of the company or product that is to be marketed.
  • The marketing strategy that is proposed to be used.
  • The target or goal is to be reached by the company using digital marketing.
  • The date by which the target that was set should be reached using digital marketing.

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Top 10 Digital Marketing Agency Business Plan Templates with Samples and Examples (Editable Word Doc, Excel and PDF Included)

Top 10 Digital Marketing Agency Business Plan Templates with Samples and Examples (Editable Word Doc, Excel and PDF Included)

Deepika Dhaka

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The Digital Marketing Landscape has become hot property, as the internet has opened doors for everyone, making it both a fantastic opportunity and a challenge. As a digital marketer, you must recognize that you're up against countless other businesses offering similar services. Ignoring this reality could lower your profits. 

In this ultra-competitive scenario, are you ready to stand tall and be the ultimate go-to agency for all things digital? Are you prepared to be the top choice for clients, investors, and stakeholders?

In all probability, the missing piece for you is a solid foundation – a powerful Business Plan for Your Digital Marketing Agency. And that’s what we are here for! We have the perfect solution to help you create a compelling Digital Marketing Agency Business Plan with templates, samples, and examples. Read on! Using this resource, you can let your prospects know why they should choose you. Let them know you can make their business Google, Facebook, Instagram, or YouTube’s favorite .

Best Digital Marketing Agency Business Plan Templates 

Table of Contents

  • Executive Summary
  • Company Overview
  • Industry Analysis
  • Customer Analysis
  • Competitor Analysis
  • Porter’s Framework
  • Operational Plan
  • Financial Plan
  • Graphical Representation of Financials
  • Management Summary and Exit Strategy 

A quick heads Up! This Business Plan Template contains 72 well-researched content-ready pages you can customize or personalize as per your needs. Our comprehensive package incorporates top-notch graphics and visuals, such as tables, charts, bar graphs, flowcharts, and pie charts, designed to present complex information in a clear and concise manner. We, however, will walk you through the 10 slides just to give you a teaser of why this Complete deck is the top choice of marketing leaders worldwide.

You will get the 72-Page Doc, PDF, and XLS Files on Downloading.

1. Executive Summary

The executive summary serves as an introductory overview of your business plan, often written at the end to summarize key sections of the plan. The executive summary template aims to capture the reader's attention swiftly. It provides a clear picture of your digital marketing agency, including its current status – whether it's a startup, a growth-focused agency, or part of a chain of digital marketing agencies. 

This executive summary template offers a snapshot of each subsequent section within your plan, presenting a high-level overview of the entire business strategy.

In our Executive Summary section, you will get templates for:

1.1 The Quick Pitch - Unveils the market's vast size and the golden opportunities it presents.

1.2 The Entity - Provides information about your company that includes the following:  

Executive Summary Template

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2. Company Overview

Within your company overview,  define the specific type of digital marketing agency you operate, be it a Full Service Digital Marketing Agency, SEO Digital Marketing Agency, Social Media Digital Marketing Agency, or Web Design Digital Marketing Agency. Additionally, the company overview should offer background information on the business, addressing key questions, such as:

Inception and Motivation: When and why was the business established? Provide a clear timeline and the driving forces behind its establishment.

Milestones and Achievements: Highlight the milestones accomplished to date, which may encompass the number of clients served, positive outcomes achieved for clients, and landmark moments in terms of clientele served.

Legal Business Structure: Articulate your legal business structure, whether it is incorporated as an S-Corp, an LLC, or a sole proprietorship. Clarify the chosen legal structure and its implications here.

In our Company Overview Section, you will get templates for:

2.1 Vision and Mission - Defining the agency's long-term aspirations and core purpose to guide its strategic direction.

2.2 Company Goals and Objectives - Outlining specific targets and milestones that the agency aims to achieve.

2.3 Start-up Summary - Providing a comprehensive overview of the agency's initial financial requirements and resources.

2.4 Market Gap and Business Statement - Identifying the market gap the agency seeks to address and articulating its unique value proposition.

2.5 Services Offered - Detailing the agency's digital marketing services to its clients.

2.6 Key Success Factors - Highlight critical factors contributing to the agency's success and competitive market advantage.

Company Overview Template

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3. Industry Analysis

Providing a comprehensive overview of the digital marketing industry is imperative. This serves multiple purposes that are vital to your agency's success. Firstly, researching the digital marketing industry equips you with essential knowledge, enabling a better understanding of the market in which you operate. Secondly, market research empowers you to refine your marketing strategy, especially when identifying and capitalizing on market trends. Thirdly, it showcases your expertise to readers, demonstrating your in-depth knowledge gained through research and analysis.

To ensure a robust industry analysis, address the following key questions:

  • What is the size of the digital marketing industry in terms of revenue (in dollars)?
  • Is the market experiencing growth or decline?
  • Who are the primary competitors? 
  • Who are the key suppliers that play a significant role in the industry?
  • What are the prevailing trends that are influencing the digital marketing landscape?
  • What is the projected growth forecast for the industry over  5 – 10 years?
  • What is the relevant market size for your agency's specific niche or target segment?

In our Industry Analysis section, we provide comprehensive templates covering:

3.1 Market Analysis - A detailed examination of the digital marketing market, including its size, trends, and key players.

3.2 Market Trends - Insights into the prevailing trends shaping the digital marketing industry crucial for strategic decision-making.

3.3 Major Challenges - Identification and analysis of significant challenges the industry faces, empowering effective risk mitigation.

3.4 Growth Drivers - Exploration of factors propelling growth in the digital marketing landscape, vital for capitalizing on opportunities.

3.5 Geographical Analysis - An in-depth assessment of regional variations and opportunities in the digital marketing sector.

Industry Analysis Template

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4. Customer Analysis

Customer analysis is crucial in detailing the specific clientele you serve or expect to serve. This diverse customer base can range from large corporations and small businesses to nonprofits. Each segment has distinct preferences and requirements, with nonprofits responding as per their strengths and weaknesses to marketing promotions compared to large companies.

For an in-depth understanding, break down your target customers based on their demographic and psychographic profiles. Demographics should encompass factors such as age, gender, location, and income levels, providing insights into the potential customers you aim to serve.

Psychographic profiles delve into the desires and needs of your target customers. Understanding these factors enables you to tailor your marketing efforts, attracting and retaining customers with precision and efficacy.

In our Customer Analysis section, we offer comprehensive templates for:

4.1 Target Market - Identifying and defining the specific market segment your digital marketing agency aims to serve.

4.2 Buyer Persona - Creating detailed profiles of your ideal customers, encompassing their preferences, behaviors, and needs.

4.3 Market Sizing - Evaluating the potential market opportunity and determining the size and scope of your target audience.

Customer Analysis Template

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5. Competitor Analysis

In competitive analysis, it is essential to identify both direct and indirect competitors your business faces. Direct competitors consist of other digital marketing agencies, while indirect competitors encompass alternative options customers may choose, such as social media platforms, apps, and freelancers. 

Key information to gather about your competitors includes:

Clientele: Understand the types of clients they serve and the niche they target.

Digital Marketing Agency Type: Identify the specific focus or expertise of each competitor.

Pricing Strategy: Analyze their pricing structure, whether it's premium, low-cost, or in-between.

Strengths and Weaknesses: Assess their areas of expertise and any potential weaknesses.

The final part of your competitive analysis involves documenting your areas of competitive advantage, including:

Diversification: Consider offering non-digital marketing services also to set your agency apart. It can be Print Advertising, Business Cards, or Referrals. Local Events, Trade Shows, etc.

Unique Offerings: Highlight products or services your competitors do not provide.

Exceptional Customer Service: Emphasize your commitment to delivering outstanding customer support.

Competitive Pricing: Demonstrate how your pricing strategy provides better value to clients.

With such a careful evaluation of your competitors and such awareness of your own agency's competitive strengths, you can strategically position yourself in the market and achieve long-term success.

In our Competitor Analysis section, we provide templates for:

5.1 Major Players - Identifying and assessing significant competitors in the digital marketing industry.

5.2 Attributes Comparison - Conducting a comprehensive comparison of key attributes, strengths, and weaknesses among competitors to inform strategic decision-making.

Competitor Analysis Template

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6. SWOT Analysis

A SWOT Analysis gives the agency insights into its competitive advantage, areas for improvement, and potential market opportunities. It enables the agency to capitalize on its strengths, address weaknesses, and align its strategies to exploit emerging opportunities while mitigating potential risks. This analytical approach fosters strategic planning, guiding the agency to make informed decisions and craft a robust business plan tailored to its unique position in the digital marketing industry. A well-executed SWOT Analysis sets the foundation for a resilient and competitive Digital Marketing Business Plan for agency ,positioning the agency for long-term success and growth in a highly competitive and ever-evolving market. 

Within our Digital Marketing Agency Business Plan, you will discover an extensive and comprehensive SWOT analysis that misses nothing. 

SWOT Analysis

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7. Porter’s Framework

This framework, consisting of Porter's Five Forces and Value Chain Analysis, allows the agency to gain valuable insights into industry dynamics, competitive landscape, and value creation processes.

Porter's Five Forces: This analysis assesses competitive forces at play in the digital marketing industry, including the threat of new entrants, the bargaining power of buyers, the bargaining power of suppliers, the threat of substitutes, and the intensity of rivalry among competitors. Understanding these forces helps an agency identify potential challenges and opportunities, enabling strategic planning for sustained success.

Value Chain Analysis: This framework delves into the agency's internal operations and processes, examining each step in the value creation chain. By analyzing the primary and support activities, the agency can identify areas of efficiency, cost-effectiveness, and potential for differentiation, ultimately enhancing its value proposition to clients.

Porters Framework Template

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8. Marketing Plan

In a digital marketing agency business plan, the marketing strategy extends beyond the traditional four Ps (Product, Price, Place, and Promotion). Here's how you should craft your marketing strategy:

Product : Reiterate the type of digital marketing agency outlined in the company overview and provide specific details of products or services you offer. Whether it's website design, SEO management, social media management, or public relations, clearly outline your offerings.

Price : Document the pricing structure and compare it to competitors. In this section, you present the products/services you offer and their corresponding prices.

Place: Define the physical location of your digital marketing agency and explain how site selection will impact your success. Whether it's a bustling retail district, a corporate business area, a standalone office, or a virtual presence, emphasize why it's an ideal location for your customers.

Promotion: The final part of the marketing plan involves driving potential customers to your agency's location(s). Consider promotional methods, such as advertising in local media, engaging with websites, distributing flyers, implementing email marketing campaigns, leveraging social media platforms, and optimizing your website's SEO for targeted keywords.

In our Marketing Plan section of the business plan, you will find templates for:

8.1 Sales Strategy - A comprehensive plan outlining the approach to drive sales and achieve revenue targets.

8.2 Promotional Strategy - Strategies and tactics to promote the digital marketing agency's services. 

8.3 Pricing Strategy - A well-defined approach to setting competitive and profitable service pricing.

8.4 Sales Funnel - A step-by-step framework to guide prospects through the sales process and convert them into loyal customers.

Marketing Plan Template

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9. Operation Plan

The Operations Plan of your business plan outlines strategies to achieve your goals effectively. It comprises two distinct sections:

Everyday Short-Term Processes: This section encompasses the day-to-day tasks involved in operating your digital marketing agency business. These tasks encompass client communication, advertisement campaign planning and scheduling, staff meetings, client billing, and other operational activities.

Long-Term Goals: Here, you outline the milestones you aspire to achieve. These may include specific targets such as booking several sessions, reaching a specific revenue milestone, or expanding your digital marketing agency to a new city. This section focuses on the strategic planning necessary to propel your agency toward long-term success and growth.

Operational Plan Template

10. Financial Plan

The Financial Plan is a crucial component of your business plan, detailing a comprehensive five-year financial statement presented both monthly or quarterly for the first year and then annually. This section encompasses essential statements such as the income statement, balance sheet, and cash flow statements, providing a comprehensive view of your agency's financial health and projections over the specified period. Through these statements, you can analyze your agency's profitability, assets, liabilities, and cash flow, enabling you to make informed financial decisions and set strategic goals for sustainable growth.

In our Financial Plan section, you will find templates for:

10.1 Financial Assumptions - Detailed assumptions driving the financial projections for your digital marketing agency business.

10.2 Revenue Model and Sales Forecast - A comprehensive model outlining your agency's revenue sources and sales projections over time.

10.3 Break-Even Analysis - An analysis determining the point at which your agency's total revenue covers total costs, indicating the level of sales needed to reach profitability.

10.4 Projected Profit and Loss Account - A financial statement displaying your agency's projected revenues, expenses, and net profit over a specified period.

10.5 Projected Cash Flow Statement - A statement presenting the expected cash inflows and outflows for your agency, allowing you to manage liquidity well.  

10.6 Projected Balance Sheet - A financial snapshot showcasing your agency's assets, liabilities, and shareholders' equity projected over time.

10.7 Scenario Analysis - An assessment of scenarios to understand the financial impact of business conditions or potential risks.

10.8 DCF Valuation - A discounted cash flow analysis used to determine the present value of your agency's future cash flows. 

Financial Plan Template

Download this Business Plan now

11. Graphical Representation of Financials

The integration of graphical representations in presenting financial data within a business plan offers a powerful tool for conveying complex financial information in a visually accessible manner. Graphs, charts, and diagrams provide an instant overview of trends, patterns, and key financial metrics. These visuals enhance the reader's comprehension of financial performance, projections, and comparisons, enabling quick identification of critical insights. 

Our Business Plan will provide you with the most comprehensive and consolidated graphs. Whether illustrating revenue growth, cost distribution, or profit margins, our graphical representation templates will help you showcase a digital marketing agency's financial health and trajectory. Using these visuals will not only enhance the overall clarity of financial data but also bolster the credibility of the business plan, demonstrating a thorough and insightful approach to financial analysis and reporting.

Graphical Representation of Financials

12. Management Summary and Exit Strategy

Including a comprehensive management summary and a well-defined exit strategy in a digital marketing agency business plan is paramount. The management summary succinctly presents the key individuals responsible for steering the agency's operations, expertise, and roles. This gives potential investors and stakeholders a clear understanding of the agency's leadership and capabilities. 

In our Management Summary Section, you will find templates for:

12.1 Organizational Structure - A clear outline of the hierarchical arrangement and roles within your digital marketing agency.

12.2 Professional Summary - Concise profiles of key team members, highlighting their expertise and contributions.

12.3 Job Roles and Responsibilities - Comprehensive descriptions of various roles and their corresponding responsibilities within the agency.

Additionally, the exit strategy outlines the roadmap for potential transitions, acquisitions, or liquidations, demonstrating foresight and accountability. This strategic component reassures investors by showing that the agency has considered different scenarios, further enhancing its credibility and long-term sustainability in the dynamic digital marketing landscape.

Management Summary Template

Additional Valuable Content Beyond What You've Seen So Far

This was just a sneak peek! Upon download, you'll gain access to comprehensive graphs, tables, charts, and vital visuals to craft a winning business plan that impresses clients and stakeholders. The package includes a consolidated management summary covering organizational structure, professional summary, and job roles & responsibilities. Additionally, you'll receive content-ready documents for Exit Strategy and an Abbreviation Page. Our Digital Marketing Company Business Plan is the ultimate solution to overcome all challenges in drafting your plan. Download our business plan ppt now and make it an invaluable asset in your business journey.

FAQs on Digital Marketing Agency Business Plan

How to create a business plan for a digital marketing agency.

To create a business plan for a digital marketing agency, start by outlining your agency's vision, mission, and goals. Conduct thorough market research to understand the industry, target audience, and competition. Define your services, pricing strategy, and revenue model. Develop a marketing and sales strategy to attract clients. Include a financial plan with projected income statements, balance sheets, and cash flow statements. Lastly, outline your operations plan, including short-term processes and long-term goals. If you want the best assistance for this, you can use SlideTeam’s Digital Marketing Agency Business Plan Template.

What should I offer as a digital marketing agency?

As a digital marketing agency, you should offer a range of services tailored to your clients' needs. These may include search engine optimization (SEO), social media management, pay-per-click (PPC) advertising, content marketing, email marketing, web design, and analytics and reporting. Tailor your offerings based on your expertise, target market, and the demands of your clients.

Is a digital marketing agency a good idea?

Yes, starting a digital marketing agency can be a lucrative and rewarding venture. With increasing reliance on digital platforms for businesses, there is a growing demand for effective online marketing services. However, success in this competitive industry requires a strong business plan, specialized skills, and a thorough understanding of the digital landscape.

How do I build a successful digital agency?

To build a successful digital agency, focus on these key aspects:

  • Define a clear niche and target audience to differentiate your agency.
  • Offer high-quality and result-driven services to build a reputation for excellence.
  • Invest in continuous learning and stay updated with the latest digital marketing trends.
  • Build a strong online presence and showcase your expertise through content marketing.
  • Cultivate strong relationships with clients and provide exceptional customer service.
  • Collaborate with other professionals and agencies to expand your network and capabilities.
  • Monitor and measure the effectiveness of your strategies to improve performance and deliver value to your clients.

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Business-in-a-Box's Digital Marketing Plan Template

Digital Marketing Plan Template

Document description.

This digital marketing plan template has 15 pages and is a MS Word file type listed under our sales & marketing documents.

Sample of our digital marketing plan template:

Digital Marketing Plan Your business slogan here. Prepared By: [YOUR NAME] [YOUR JOB TITLE] Phone 555.555.5555 Email [email protected] www.yourbusiness.com Statement of Confidentiality & Non-Disclosure This document contains proprietary and confidential information. All data submitted to [RECEIVING PARTY] is provided in reliance upon its consent not to use or disclose any information contained herein except in the context of its business dealings with [YOUR COMPANY NAME]. The recipient of this document agrees to inform its present and future employees and partners who view or have access to the document's content of its confidential nature. The recipient agrees to instruct each employee that they must not disclose any information concerning this document to others except to the extent that such matters are generally known to, and are available for use by, the public. The recipient also agrees not to duplicate or distribute or permit others to duplicate or distribute any material contained

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3,000+ templates & tools to help you start, run & grow your business, all the templates you need to plan, start, organize, manage, finance & grow your business, in one place., templates and tools to manage every aspect of your business., 8 business management modules, in 1 place., document types included.

  • Business Templates
  • Sample Plans

FREE 10+ Digital Marketing Business Plan Samples in MS Word | Pages | Google Docs | PDF

digital marketing business plan image

In ancient times, when one wanted to advertise his works and prove his expertise, he needed to hire a town-crier in charge of the announcements and news in town. Luckily, society has improved since then, and there’s no longer a need to yell to passersby just to advertise an innovation. Why? Because we already have technological advertising methods, specifically marketing through the digital realm. So, if your business wants to engage in digital marketing for better audience engagement, then it’s time for you to start creating and establishing a digital marketing business plan .

Digital Marketing Business Plan

Free 10+ digital marketing business plan samples, 1. sample digital marketing business plan, 2. youtube marketing plan template, 3. saas marketing plan sample, 4. sample generic marketing plan, 5. google marketing plan sample, 6. digital marketing strategy plan, 7. sample digital marketing plan, 8. restaurant digital marketing plan, 9. sample digital marketing plan, 10. integrated digital marketing plan, 11. strategic digital marketing planning, what is a digital marketing business plan, how to make an effective digital marketing business plan, 1. recognize and focus on your target market, 2. identify the uniqueness of your brand, 3. organize your plan’s structure, 4. include alternatives or plans b, c, and d, faq’s, what are the important items you need to discuss in a digital marketing business plan, do i need to include a detailed budget plan in my digital marketing business plan, what are there different types of digital marketing plans i can choose from.

sample digital marketing business plan

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strategic digital marketing planning

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A digital marketing business plan contains the marketing strategy and all details that your company or business team will be adhering to so you can boost your company’s engagement with your digital audience. The plan will have your marketing objectives, goals, step-by-step plan, the digital marketing calendar , as well as the names of the people involved in it.

According to Forbes, digital marketing is not difficult , for as long as one knows what it is and why it’s crucial. But there are still lots of people and business owners who are wary of diving into digital marketing. The reason is that there’s a lot to learn, remember, and there are a lot of options to consider, including the type of digital method and platform to choose. However, worry no more if you’re new in making plans for digitally marketing your business , for we have here some tips that could help you out:

Just like the usual advertising techniques, digital marketing requires you to know your market. Therefore, you should recognize and acknowledge who you or your business will be marketing to, and focus on them. If you aim to advertise to everyone in every demographic, then you should categorize your market by making a customer segmentation strategy to help you have a target or focus. Doing this will allow you to customize your advertisement based on the market or your potential customer’s preferences, needs, and expectations.

A company will only be as unique as the minds behind its brand. So, to know what unique qualities and expertise your company has, you can opt to conduct a survey, particularly one that focuses on product competitive analysis and satisfaction. Once you get your survey results, identify which part of your brand or company that your employees, members, and customers deem as unique and competitive. And then use that to your advantage when making the digital marketing business plan . For instance, if your company tops in making interactive websites, then you can plan to make use of interactive digital advertisements to every social media site you want to advertise to.

Business plans contain step-by-step guidelines and details; that’s why it’s important to structure it in an organized manner where the reader can connect each step smoothly. You can start with the objectives, followed by the strategies, product list, sales plan , financial forecast, staff, up to the plan’s implementation. To ease up this process, you can make a draft, list the contents of the digital marketing business plan, then categorize them, and finalize the contents.

When plan A fails to meet the expected results, then you’ll have plans B, C, or D, or the rest of the alphabet. Having alternate plans does not mean that you are willing to fail; instead, it means that you are prepared when you do fail, so your business will not crumble and be left unsuccessful in the industry. After all, there are a lot of various search engines, social media , and websites where you can advertise to market your company and business digitally. So, why settle on one plan, when you can have backups and options ready to secure your success?

You can discuss items related to keyword research optimization, product sales plan and strategy , content calendar, and your preferred digital or social media platforms where you will advertise your business. Aside from that, you can also include methods of how you can measure KPIs and audience response.

Yes, you have to include a detailed budget plan in your digital marketing business plan. Why? So that you can forecast how much you will need for the digital marketing and advertising. And remember, the budget will depend on your choice of platform, add ons, tools, as well as how far you can market your company or business.

Yes, there are nine known types of digital marketing : SEO, pay-per-click, social media, content, affiliate, influencer, email, viral, and mobile phone advertising. But, when you make a digital marketing business plan, you can choose whether to create separate business plans for each type or to categorize them into one solid business plan. The choice depends on your preference and how you can discuss and present them to the rest of your company.

Digital marketing business plans will surely be a huge help to your company, especially when done with ample research. So, don’t waste any more time and begin creating your plan right now, along with a marketing proposal . Who knows, you might just be able to attract a client who will soon be signing a business contract with you.

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COMMENTS

  1. 2024 Digital Marketing Strategy Guide

    A digital marketing strategy is a plan that gets a product or brand in front of potential customers. ... Goals should also support your business objectives. An example of a digital marketing goal ...

  2. Free Digital Marketing Plan & Digital Media Templates

    This digital strategic marketing plan template helps you identify the objectives of your marketing campaign, so you can plan, implement, and track its success. Note your marketing plan objectives, target market, budget, and other details on the template.

  3. Digital Marketing Agency Business Plan Template

    Written by Dave Lavinsky Digital Marketing Agency Business Plan Over the past 20+ years, we have helped over 500 entrepreneurs and business owners create business plans to start and grow their digital marketing agencies.

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    Download Template Create a Business Plan Digital marketing is the need of the hour for every business around. Be it expanding the presence of your business or growing one from scratch, digital marketing can come in very handy. And that's when a digital marketing agency comes into the picture.

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    Digital Marketing Agency Business Plan Document (DOCX & PDF) Template Creative Agency Business Plan Deck (PPTX) Template Why do you need a Digital Marketing Agency Business Plan? The days of mandatory 50+ page business plans are long gone.

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    A digital marketing plan is the core document you'll use to map out how you market your brand or product in digital spaces. You might have high-level plans for website optimization, content marketing, SEM, and social media initiatives in your digital marketing strategy.

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    Download a free digital marketing agency business plan template in PDF or Word doc format What you'll get with this template: A complete business plan Unlike other blank templates, our business plan examples are complete business plans with all of the text and financial forecasts already filled out.

  8. How to Start a Digital Marketing Agency

    Open for Business. 1. Choose the Name for Your Digital Marketing Agency. The first step to starting a digital marketing agency business plan is to choose your business' name. This is a very important choice since your company name is your brand and will last for the lifetime of your business.

  9. 5 Steps to Create an Outstanding Marketing Plan [Free Templates]

    5 Steps to Create an Outstanding Marketing Plan [Free Templates] Download Now: Free Marketing Plan Template Rebecca Riserbato Published: January 04, 2024 First Name * Last Name * Email * Phone Number * Website URL * Company Name * How many employees work there? * Subscribe to HubSpot's marketing blog We're committed to your privacy.

  10. Create a Digital Marketing Plan: 9 Step Strategic Guide

    A digital marketing plan is a document in which you strategically map out your digital marketing objectives, as well the actions you'll take to achieve those objectives. Among other things, it can include business goals, digital strategies, and competitive landscape analysis as well as timelines, budgets, digital channels, and more.

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    A digital marketing agency business plan is a formal written document that describes your company's business strategy and its feasibility. It documents the reasons you will be successful, your areas of competitive advantage, and it includes information about your team members.

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    The Digital Marketing Agency industry in the United States is valued at over $50 billion, reflecting the critical role of digital marketing in today's business landscape. With a projected compound annual growth rate of 10% over the next five years, the industry is on a steady trajectory of growth, driven by the widespread adoption of digital ...

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    54 & Cloudy will operate initially as a fully remote organization with resources across various functional areas of the business including Search Engine Optimization ("SEO"), Conversion Rate Optimization ("CRO"), paid advertising (including social media and search), as well as contractors who will support auxiliary revenue streams such as conten...

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    You may also see sales & marketing plans. 2. Know Your Numbers. Whether you like figures or not, having a thorough understanding of the numbers that impact your business is crucial if you want to be able to come up with a proper and effective business plan for your digital marketing agency.

  19. Digital Marketing Agency Business Plan Template

    Our ready-made Digital Marketing Agency business plan template is in Word format and includes 23 pages. The document is divided into multiple sections. Each section contains the essential points that are necessary to effectively present your Digital Marketing Agency project.

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    1.) A full business plan template for an Online Marketing Agency. The document covers goals, keys to success, marketing strategies you can use to get clients, how to use freelancers and outsource work to them, and much more. The lectures show you how to customize the business plan for your specific company. 2.) A complete financial model.

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    Digital Marketing Plan Template - 8+ Free Word, PDF Documents Download Home Documents Plan Templates 8+ Sample Digital Marketing Plan Templates for Free Download Making use of digital media is a great and largely helpful means to market your product or your company.

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    In a digital marketing agency business plan, the marketing strategy extends beyond the traditional four Ps (Product, Price, Place, and Promotion). Here's how you should craft your marketing strategy: Product : Reiterate the type of digital marketing agency outlined in the company overview and provide specific details of products or services you ...

  23. Digital Marketing Plan Template

    This digital marketing plan template has 15 pages and is a MS Word file type listed under our sales & marketing documents. Sample of our digital marketing plan template: Digital Marketing Plan Your business slogan here.

  24. FREE 10+ Digital Marketing Business Plan Samples in MS Word

    FREE 10+ Digital Marketing Business Plan Samples. 1. Sample Digital Marketing Business Plan. 2. YouTube Marketing Plan Template. 3. Saas Marketing Plan Sample.