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16+ Marketing Action Plan Examples – PDF

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When we are into business, we must see to it that we have set goals for the improvement and enhancement of the company’s operation and the company as a whole. There must be a lot of goals for the different areas in business. Just like in marketing, a very broad area in business, we need to constantly set goals that we need to achieve. Marketing is very vital in a business entity for it is a way of letting the general public be aware of a certain product or service and to ensure that every customer will be satisfied.

Customer satisfaction is what business wanted to achieve for the business to be highlighted on the market. In achieving the different goals set by the management or key personnel of a company, there must be specific step-by-step process to be done by the collective efforts of the members of employees. There must be a definite and clear method to achieve those goals. These are in the form of action plans. Through action plan, the details of each step toward achieving a certain goal will be specified.

Below are examples of marketing action plans that you must check out.

Sales and Marketing Action Plan Template

sales and marketing action plan template

  • Google Docs
  • Apple Pages

Size: 30 KB

Strategic Marketing Action Plan Template

strategic marketing action plan template

Size: 35 KB

Restaurant Marketing Action Plan Template

restaurant marketing action plan template

Size: 44 KB

Product Marketing Action Plan Template

product marketing action plan template

Size: 24 KB

Event Marketing Action Plan Template

event marketing action plan template

Size: 27 KB

Marketing Action Plan Gantt Chart Template

marketing action plan gantt chart template

Size: 39 KB

Marketing Strategy Action Plan Template

marketing strategy action plan template1

Size: 33 KB

30-60-90-Day Marketing Action Plan Example

30 60 90 day marketing action plan example

Size: 519.2 KB

Branding Development Marketing Action Plan Example

branding development marketing action plan example

Size: 7.5 MB

Business Marketing Action Plan Example

business marketing action plan example

Size: 78.6 KB

CrossFit Marketing Action Plan Example

crossfit marketing action plan example

Size: 504.7 KB

Steps in Creating an Effective Marketing Action Plan

Goals are hard to achieve when you do not know what is the first and succeeding steps that you must take in order to achieve those goals. You might see your goal at the end, but the pathway is dark and gloomy. However, with action plans, you will have a step-by-step guide to achieve the goal, and you can clearly see the way toward achieving your goal. Hence, every entity must create a specific action plan to achieve a certain goal, for every goal has a definite action plan to be undertaken. But first, you must know how to create an action plan that is effective and would surely help you in achieving your goal.

Below are the steps on how to create an effective marketing action plan.

1. Analyze the current state of affairs with your company’s marketing efforts

Before creating a marketing action plan, you must first need to take a hard look at your goals and what your company’s marketing is doing right now to achieve them. It is undeniable that you are on track with some of the plans but you may be way off behind the mark with the others. You must hold yourself accountable. The point is to hold yourself accountable to assess what step or method is working well and what are those that still needs to be improved.

You can ask these questions in your assessment:

  • What are the current pain points that we are facing?
  • Are we focused on the right things at the right time to have an effective impact on the business?
  • Do we have the right knowledge, experience, and tools or do we need to supplement the team in some way?

2. Brainstorm and list of everything you can do to improve your marketing efforts

Most of the time, when we are already in the process of doing the steps to achieve a certain goal, it can be hard for us to take a step back and reflect the current things that we are doing as well as the other tasks that we should be doing. We do not want to spare extra time to check what we have achieved so far. However, taking a step back can really yield important opportunities.

Before you are running neck-deep with tasks, see to it that you are listing all the things that you still need to do and you should be trying. This will open up new possibilities and ways to achieve your goals. There might be novel ideas that can be contributed by your other members, which can be helpful to effectively reach your goal.

3. Make a priority on your list

When you will be bombarded with a lot of tasks, there is a huge probability that you are going to miss other tasks. You might also be doing first the tasks that can be done later, and you will end up late in doing the things that are already due. Knowing what to tackle first is critical. Rather than trying to do everything at once, you must decide first what your top priorities are in order for you to beat the deadlines. In determining which task is with the highest priority, you must evaluate their impact on the business as well as the time and effort they will consume for them to be executed.

4. Start at the end

In creating your action plan, it must be prospect-focused, content-driven, measurable, and, as much as possible, automated. You must focus in creating a great content that your customer wants to see or know. Hence, you must start your marketing action plan at the end: who is the target market of your content and how do you want them to act or react upon receiving your content? This is among the first things that you must determine and take action. Your content must be delivered in a systematized process that drives analytics and use automated software. In this way, you can set them on auto-pilot while you can still work on other aspects of your business.

Digital Marketing Action Plan Example

digital marketing action plan example

Size: 2.9 MB

Marketing Action Plan Template Example

marketing action plan template example

Size: 19.4 kb

Marketing and Communication Strategy and Action Plan Example

marketing and communication strategy and action plan example

Size: 9.2 MB

5. Create a 10-day, 30-day, and 90-day marketing action plan

Then, once you already know where to start and what you are going to focus first, you must figure out the specific things that needs to be done to make it happen. The tasks must be broken down in simpler, individual tasks and decide who is going do that certain task as well as the deadline for such tasks. You must set up and organize your plan according to what you can accomplish in the next 10, 30, and 90 days. In this way, you are organizing the tasks and prioritizing those that need to be done first and you can build a momentum while doing those long-term tasks. Additionally, you maintain your focus, and your attention will not get diverted because of the specific tasks that you are going to do.

It is important to carve out the time in your schedule to move the important tasks forward. You may delay other tasks if you think it is not of the highest priority as of this moment and let some other things slide for the interest of a greater good. You can let other things fall by the wayside temporarily and get back to it when they are already needed in achieving your goal.

6. Select your channel

There are a lot of channels and methods for your business marketing. With the emergence of digital media, people from far reaches of the world can be easily reached and marketing can be somewhat easier to disseminate. Hence, your marketing plan needs to have leverage using the most convenient and effective method. You must carefully select the channels or methods at which your audience can easily connect at the lowest possible cost. You must also measure the effectivity of your chosen channel to see if it really works for your company.

There are a lot of marketing channels that are used by different types of business, and they can be categorized into two broad categories namely, traditional media and digital media.

  • Print media
  • Flyers, leaflets, and posters
  • Broadcast media like radio and television
  • Participation at industry events like expos and exhibits
  • Social media
  • Search engine optimization
  • Search engine marketing

7. Content creation

The key in your marketing campaign is the content that you are using to deliver your message in creating a brand. Therefore, it must contain the right message and must be planned well and coordinated. In your content, you must include the needs of the customers and what you are offering to satisfy those needs as well as what makes you the best service provider in the market. The rule of thumb in creating the best and effective content is to have twice as much content that identifies the needs of the customer to that of your brand values.

8. Evaluating the effectiveness of your marketing

Lastly, you must accurately measure the return of your marketing spend and then make the necessary adjustments in order to achieve the maximum impact. You must optimize the use of your marketing strategy by analyzing the feedback from the different channels of your marketing. This will help you determine which channel works well and what are those that are are not effective. Then, you can make necessary adjustments based on the lapses that you have noted.

Marketing Strategy Action Plan Example

marketing strategy action plan example

Size: 130.8 KB

Social Media Marketing Action Plan Example

social media marketing action plan example

Size: 186.1 KB

Tourism Marketing Action Plan Example

tourism marketing action plan example

Size: 5.1 MB

Overall, a marketing action plan is important for an entity to have a step-by-step guide on what to do to achieve the planned goals. An action plan can surely help that a goal is achieved by a certain person or people within a specified time limit. Through this, it is easier for the person to see the end point of the process and have a clearer vision of the path to undertake.

In creating a marketing action plan, there are certain steps that you must perform in order to create a successful and effective action plan, and these are as follows: analyze the current state of affairs of your company’s marketing efforts; brainstorm and list everything you can do to improve your marketing efforts; make a priority on your list; start at the end; create a 10-day, 30-day, and 90-day marketing action plan; select your channels; content creation; and lastly, evaluate the effectiveness of your marketing. These steps could surely help you to come up an effective marketing plan for your company.

On a final note, don’t miss to check out the examples of marketing action plan presented in one of the above sections.

marketing action plan example pdf

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12 Free Marketing Plan Templates to Build a Marketing Strategy

Senior Content Marketing Manager

February 14, 2024

Marketing used to be simple.

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

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

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

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

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

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

What is a Marketing Plan Template?

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

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

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

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

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

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

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

Finally, a template needs to be helpful.

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

12 Best Marketing Plan Templates

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

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

Get your marketing plan started with this beginner-friendly template

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

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

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

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

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

The ClickUp Agency Client Health Tracker by Zenpilot

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

ClickUp Event Marketing Template

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

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

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

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

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

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

Bonus: Marketing tools for startups !

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

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

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

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

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

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

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

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

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

Utilizing this template allows you to:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Maximize Your Team’s Marketing Efforts With Marketing Plan Templates

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

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

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

Questions? Comments? Visit our Help Center for support.

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Free Action Plan PDF Templates

By Kate Eby | January 24, 2023

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We’ve gathered a variety of action plan templates for Adobe PDF that can help you break down your goals into workable steps. You and your team can use these templates to monitor and fulfill project goals. 

Included on this page, you’ll find a simple action plan template , a 30-60-90-day action plan template , a business action plan template , a corrective action plan template , an incident action plan template , and a student action plan template .

Simple Action Plan Template for Adobe PDF

Sample Simple Action Plan Template PDF

Download the Sample Simple Action Plan Template for Adobe PDF Download the Blank Simple Action Plan Template for Adobe PDF

This simple action plan template is the perfect tool to assist you in planning and executing your goals. Start by describing your project’s primary goal. Next, list your benchmarks for success and your evaluation plan for measuring achievement. Use the template’s Strategic Action Descriptions column to list the components of your action plan, including the party or department responsible for it, the timeline, the resources required, any potential hazards, and the desired outcome. Download the template with sample text as a guideline, or try the blank version to build your action plan from scratch. 

For free, customizable action item templates and resources, see this article on action item templates .

30-60-90 Day Action Plan Template for Adobe PDF

30-60-90 Day Action Plan Template Sample

Download the Sample 30-60-90 Day Action Plan Template for Adobe PDF   Download the Blank 30-60-90 Day Action Plan Template for Adobe PDF

Whether you’re in sales, project management, or another line of work, this 30-60-90 day action plan template is a perfect solution for mapping out your goals and deliverables. For each task in your action plan, provide a description, who it’s assigned to, and a due date. If you’re using the full 90 days, the template breaks down that plan into three 30-day segments. Set milestones along the way to ensure that you’re meeting goals in a timely manner. 

See this article with more action plan templates in various formats to help ensure that your team is on track.

Business Action Plan Template for Adobe PDF

Sample Business Action Plan Template PDF

Download the Sample Business Action Plan Template for Adobe PDF   Download the Blank Business Action Plan Template for Adobe PDF

Document key goals and individual tasks with this business action plan template. This template assists you in creating a high-level plan for your primary business objectives and tracking the status of each goal and task. The template’s line-by-line, individual task section helps you clarify the components of your action plan, as well as add descriptions, timelines, required resources, outcomes, and responsible parties. Download the template today to ensure that your action plan is a success.

Use a free marketing action plan template to strategize a successful marketing action plan. 

Check out this comprehensive article on mutual action plan (MAP) templates to ensure that you are accurately and adequately documenting the MAP process. By doing so, you can maximize benefits for buyers and sellers during the buying process.

Corrective Action Plan Template for Adobe PDF

Corrective Action Plan Template PDF

Download the Corrective Action Plan Template for Adobe PDF

This corrective action plan template helps employers, employees, mentors, HR professionals, and other personnel create a document with actionable steps. By doing so, anyone can ensure that all parties have a clear understanding of what steps they or their team members need to take to improve their performance. The template is an important tool for clarifying areas of concern, potential improvements, desired outcomes, and next steps. 

Check out this collection of performance improvement plan templates to ensure that you take the most effective corrective measures for performance improvement.

Incident Action Plan Template for Adobe PDF

Incident Action Plan Template PDF

Download the Incident Action Plan Template for Adobe PDF

Solidify your organization’s incident management plan with this comprehensive incident action plan template. This template provides a High-Level Outline section for your action plan, as well as sections where you can record key personnel and contact information, backup procedures, and recovery plans. This template also includes a Version History section for version control, along with room for the names, dates, and signatures of the plan’s preparer and approver so that your action plan is up to date and ready to use if needed.

Student Action Plan Template for Adobe PDF

Student Action Plan Template PDF

Download the Student Action Plan Template for Adobe PDF

Facilitate any student’s path to success with this dynamic student action plan template. The template enables you to set an overarching student achievement goal and to list support data, standardized assessments, and local assessments. For the student to succeed, provide both a strategy description and any supporting research that corroborates it. Finally, add strategic action descriptions, including desired outcomes and evaluation plan details, that the student must take to improve their academic performance.

Achieve Your Project Goals with Real-Time Work Management in Smartsheet

From simple task management and project planning to complex resource and portfolio management, Smartsheet helps you improve collaboration and increase work velocity -- empowering you to get more done. 

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.

Discover a better way to streamline workflows and eliminate silos for good.

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6 steps for creating an outstanding marketing action plan, 10+ marketing action plan templates, 1. restaurant marketing action plan template, 2. free sales and marketing action plan template, 3. marketing action plan template, 4. marketing action plan calendar template, 5. annual marketing action plan example, 6. formal marketing action plan example, 7. instagram marketing action plan template, 8. social media marketing action plan, 9. printable marketing action plan template, 10. simple marketing action plan, 11. sample marketing action plan template.

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10+ Marketing Action Plan Templates in Google Docs | Word | Pages | PDF

Your marketing activities must be well-planned so you can maximize the benefits that you can get from your marketing strategy and tactic implementation. Refer to marketing templates when developing a marketing action plan so you can properly allocate your discussion items within a single understandable document layout.

marketing action plan example pdf

Step 1: Set the Scope and Limitations of Marketing Action Planning

Step 2: download, modify and use a marketing action plan template, step 3: develop an identifiable and informative action plan document, step 4: list down all marketing plans of action, step 5: create a timeline for action plan implementation, step 6: analyze the potential of the marketing action plan.

restaurant marketing action plan template

  • Google Docs

free sales and marketing action plan template

More in Marketing

Hotel sales and marketing action plan template, action plan presentation template, action plan for business template, digital marketing agency legal policy communication plan template, home emergency action plan template, event marketing action plan template, marketing action plan template, product marketing action plan template, marketing campaign action plan template.

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Top 10 Marketing Action Plan Templates with Samples and Examples

Top 10 Marketing Action Plan Templates with Samples and Examples

Sapna Singh

author-user

How did a tonic for some sickness become the world’s most popular beverage brand?

The answer is marketing ; not really a secret, is it? Coca-Cola now boasts 500 brands and 3,500 beverage varieties in 200-odd countries and territories, with a worldwide brand equity of over $74 billion. Its most recent ad, "The Happiness Truck," in which a red vehicle roams the streets and provides free goodies to everyone who hit the red button on the truck, was a rage across Brazil, Armenia, and Turkey. In a similar vein, the Vodafone pug and zoo-zoo not only marketed the company but also established it as the first telecom service to market without a celebrity.

Check out our Marketing Campaign Timeline  to remain on top of marketing campaign execution and ensure achievement of your goals.

Marketing supports businesses in capturing customers’ attention. A Marketing Action Plan (MAP) is essential to make the best use of resources. This action plan comprises KPIs, a slew of actions, functions, dates, responsibilities, and a budget to meet marketing objectives.

This blog explains procedures required to carry out the marketing plan for your campaign. At SlideTeam, we have compiled a list of the Top 10 Marketing Action Plan Templates  that helps you break down your marketing plan into small chunks with practical and attainable goals. These templates improve project identification, assessment, and tracking.

Want to improve the effectiveness of your marketing campaigns? Find out more about Product Marketing Strategy .

The 100% customizable nature of the templates provides you with the desired flexibility to edit your presentations. The content-ready slides give you the much-needed structure.

Get your marketing strategy done and dusted with SlideTeam’s compelling, persuasive and practical PPT Templates!

Template 1: digital marketing strategy framework ppt.

Social media research has identified rapid evolution of digital marketing as one of the key marketing trends over the past decade or so. Use this PPT Template to evaluate the viability of drawing up a digital marketing plan for your company. This unique approach to promoting items or services is an excellent tool for attracting the right buyer personas. The deck includes digital marketing techniques like SEO, SEM, PPC, content marketing, etc. The RACE (Reach, Act, Engage, Convert) framework is also delineated to help you comprehend the path to a purchase decision. With this download, you can use marketing data and insights to meet your company objectives. Save it now!

Digital marketing strategy business framework analyse roadmap organization

Download this template

Template 2: Content Marketing Strategy Framework PPT

Need a precise targeting and content strategy to produce targeted campaigns? Use this PPT Template to create an advertising roadmap to engage and track customers. This design boosts the visibility of your website and attracts valuable and targeted traffic to your products or services. The complete deck includes elements of marketing strategy, KPIs, ROI measurement strategy, promotion of brand awareness, etc., to identify and design impactful content marketing programs. Use the PowerPoint Presentation to integrate components of both qualitative and quantitative assessment of your existing content. A competitive review is also included with an emphasis on positioning, and messaging to optimize the best content practices of your business. Download now!

Content Marketing Strategy Roadmap Analyze Framework Measurement Engagement

Template 3: Market Intelligence Analysis Framework PPT

Use this PPT Template to demonstrate your company's market intelligence. This template helps in performing market research for precise segmentation. This deck integrates the four foundations of market intelligence, namely competitor intelligence, product intelligence, market understanding, and customer understanding, to create a comprehensive risk management strategy. Use this presentation template to increase your company’s capabilities to handle competition. Download it now!

Market Intelligence Analysis Marketing Strategy Services Framework Investment

Template 4: Four-Stage Organization Marketing Strategy PPT

Need a marketing strategy to succeed? Use this PPT Template to provide a breakdown of your company’s marketing strategy. This will help management and stakeholders identify marketing-related activities for growth. The presentation template offers insights into marketing campaigns to develop strategic positioning and designs to accomplish organizational goals. Deploy this presentation to enhance your business’s market position and brand value. Download now!

Four Stages Organization Framework Marketing Strategy Planning

Template 5: Promotional and Marketing Strategy Framework Template

Use this PPT Template to visualize the essential structure of a marketing and promotional plan. This graphic depicts six fundamental parts of a well-structured marketing plan: Values, vision, evaluation, objectives, strategy, and measurements. To enhance business performance, create an overview of marketing elements. Use the PowerPoint Presentation to grasp and convey your existing marketing strategies with an expertise that wins clients. Download now!

Promotional And Marketing Strategy Framework

Template 6: Seven-Step Marketing Strategy Framework

Use this PPT Template to present the seven steps of a successful marketing plan. This comprehensive and well-structured marketing overview is helpful in growing leads and conversions for your company. This template provides seven steps for developing a strategic marketing strategy, including goal definition, identifying target consumers, problems and optimal distribution methods, competition analysis, implementation, and performance monitoring. With this download, you can tailor your marketing strategy to business imperatives. Get it now!

Seven steps marketing strategy framework

Template 7: Content Marketing Strategy Framework for Brand Awareness PPT

Brand awareness is critical for commercial success. Use this PPT Template to construct a comprehensive guide to a content marketing framework to gain recall and recognition of your business. This template is excellent for developing a brand campaign to boost visibility. The graphic integrates components from essential marketing procedures, including organic search, link-building content, and social media content, to produce appealing and exciting content. Use this presentation template to make your brand stand out in the marketplace. Download now!

Content marketing strategy framework for driving brand awareness

Template 8: Framework for Effective Product Services Marketing Strategy PPT

Create a marketing framework for your product or service using this PPT Template. This is an essential tool for creating an effective advertising campaign. This infographic includes critical processes, including consumer research, use of the 4Ps of marketing (product, price, place, and promotion), design and management of the customer interface, building customer relationships, and striving for service excellence. This well-thought-out product strategy plan will propel your company forward. Save it right away!

Framework for effective product services marketing strategy

Template 9: 4R Framework Exhibiting Personal Marketing Strategy Template

Use this PPT Template to demonstrate a well-structured 4R framework for personal marketing strategy. This template is a fantastic tool for boosting your credibility and visibility. The 4Rs—recognize, recommend, relevance, and remember—are included in this infographic. It is helpful for companies, media houses, brand consultants, etc. This kind of marketing is ideal for emphasizing a company’s individuality and professionalism to promote its unique brand. Get it now!

4r framework exhibiting personal marketing strategy

Template 10: One-Page Digital Marketing Strategy Guide

Build a comprehensive digital marketing strategy guide for your company using this PPT Template. This one-pager is excellent for strategizing the most crucial components of your company’s customer tracking and engagement strategy. Employ this detailed breakdown of digital marketing strategy to map out external and internal factors that act as a catalyst for your marketing efforts and improve your client reach. With this download, you can also improve your digital presence. Get it now!

One page digital marketing strategy guide framework presentation report infographic ppt pdf document

The 'secret recipe' of engaging marketing campaigns

Marketing action plans are fantastic for supporting your journey to reach and acquire new consumers. A well-defined marketing plan will help track and measure the success of any marketing campaign. Use SlideTeam’s PPT Templates to provide an in-depth overview of marketing objectives and steps to meet organizational goals.

Are you looking for more assistance with PowerPoint Presentations? Speak to our experts  at SlideTeam.

PS Explore our marketing plan  guide to solve your company's problems and maintain profitability.

FAQs ON MARKETING ACTION PLAN

1. what are the four types of marketing plans.

A marketing plan is an overview of a company’s marketing efforts for a specified time period. It is helpful in the development of a strategic roadmap for organizing, executing, and tracking promotional campaigns. The four categories of marketing plans are:

a) Market penetration strategy  focuses on gaining a good lead by improving the frequency of product usage and converting non-users into users. This leads to the creation of a loyal customer base.

b) Market development strategy includes entering new geographies, increasing product awareness, and developing a well-structured distribution channel to increase sales.

c) Product development strategy involves developing new items to market to current clients. It involves committing a lot of time and money for product research.

d) Diversification strategy entails introducing new items into new markets.

2. What is a five-point marketing plan?

The five Ps comprise the five-point marketing strategy: Product, price, promotion, place, and people.  It helps to direct marketing efforts toward directions that have delivered since time immemorial.

a) A product is a tangible product or a service provided to customers.

b) The place encompasses the time and distribution methods used to reach customers.

c) Price relates to the cost of each product or the many degrees of service pricing (the cost of goods, the advertised price, discounts, sales, and payments)

d) Promotion refers to the methods used to advertise items and services to your target customers (such as social media, advertising, and SEO tactics).

e) People cover everyone from your internal staff to your customers and partners to analyze the product’s demand and monitor its sales.

3. What are the seven steps of a marketing plan?

a) Analyze your market and competition

b) Understand your clients

c) Establish market niche definition

d) Create your marketing message

e) Choose your marketing medium(s)

f) Establish sales and marketing objectives

g) Create your marketing budget

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

Rebecca Riserbato

Published: January 04, 2024

Free Marketing Plan Template

marketing action plan example pdf

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

Thank you for downloading the offer.

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

marketer using a free marketing plan

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

marketing action plan example pdf

  • 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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marketing action plan example pdf

10 Marketing Plan Examples to Inspire Your Campaigns

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

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

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

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

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marketing action plan example pdf

What is a marketing plan?

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

The average marketing plan consists of seven major sections:

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

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

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

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

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

10 marketing plan examples from every industry

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

1. Contently

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

Contently marketing plan

2. Visit Baton Rouge

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

Top marketing plan examples: Baton Rouge

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

HubSpot marketing plan

4. Evernote

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

great examples of marketing plan: Evernote

5. University of Illinois

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

6. Monday.com

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

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

Lush marketing plan

8. Coca-Cola

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

marketing action plan example pdf

9. Naperville Park District

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

nashville park marketing plan

10. Starbucks

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

beverge marketing plan: starbucks

How to approach a marketing plan

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

Determine your goals

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

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

Check your competitors

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

You might want to:

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

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

Identify your audience

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

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

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

Craft final KPIs

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

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

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

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

Perform your revisions

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

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

Create marketing plans that guide your business well

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

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

Want to learn more?

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

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  • Business Templates

FREE 14+ Sample Marketing Action Plan Templates in PDF

Marketing is one thing that companies largely rely upon for their success rate to grow. And marketing is not an easy task. It needs quite a lot of analyses, a lot of strategies as well as most significantly a lot of planning. A cautiously chalked out plan is often significant in getting your marketing hit the right nodes.

Marketing Action Plan Template

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A marketing action plan is a plan that engages in making marketing strategies to promote a product or service. It can also be used to promote the goals that one has set for the company that is to be attained. A lot of companies, whether big or small make marketing action plans that come in handy while handling situations. They are used to observe if their marketing is done rightly or not. Marketing analysis helps a company know whether their marketing is helping them gain success or not.

Editable Marketing Plan Template

editable marketing plan template

Preparation is the key. So you can download this  marketing plan template  to stay ahead of your competitors and dominate your industry. It can instantly be downloaded anytime and anywhere. Prevention is better than cure, so it is never too bad to have a plan ready for any kind of glitch that might appear expectedly or unexpectedly to let down your business. Achieve your marketing goals and start making profits with the help of this template. Download the template now!

Simple Marketing Plan Template to Print

simple marketing plan template to print

Make effective marketing promotions with the help of this simple marketing template that is ready for download anytime, anywhere. This easy to edit template comes with standard business fonts, so it becomes really easy for you to make use of it for professional use. Open using your chosen application that supports Pages or MS Word file formats, giving you the advantage of picking the format you want and like best. Check it out now!

Printable Marketing Business Plan

printable marketing business plan

Get this  sample marketing action plan template  to help you craft an effective marketing plan for your company. It helps you have a better idea of what you need to do to keep your company’s marketing team running and how that can increase your success rate in return. Another added advantage of this template is that it is not only limited to the computer, but you can also download it with ease on any electronic device like your smartphone, tablet, etc. It is fully customizable and supported by Google Docs.

Action Plan in Word

action plan in word

Know what steps you will take for your next project to be a success, by making the right outline needed with the help of this action plan. An action plan can be defined as the plan that helps in outlining action and strategies in reaching a goal or more. It can also be defined as the steps taken to maintain the growth and increase the growth of an entity as well. Save a lot of time and effort as you do not have to make a plan from scratch. Try it out now!

Simple Business Action Plan

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Simple Sales Action Plan Template

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Marketing Action Plan Example

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Marketing Action Plan Template Download

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Marketing Action Plan Template Free

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Marketing Action Plan Format

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Free Marketing Action Plan Example

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Sample Marketing Action Plan Template

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Simple Marketing Action Plan Template

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Wrapping Up:

Making a marketing plan enables your organization to request funds from well wishers, prospective clients and investors. This would be a cakewalk if your activities are known to people, as this way, they will help by contributing funds to your oryganization. A simple maerkting plan acts as a road map for you to achive your goals and guiding the decisons you make through a fiscal year.

A marketing action plan can also be defined as the action one takes to increase their marketing. This means prioritizing the projects and tasks, helping others with the right thing, etc. anything to keep the business moving forward. Take a look at strategic action plan templates that will be of great help to you in making strategic and mostly, positive decisions for the company.

The templates that are available in this article can easily be downloaded, hence making your job easier in making a plan needed. All you would have to do is download the template, edit and customize them as you need so that it fulfills your requirements and preferences. These templates are available in many file formats, so you can pick the one that is most suitable for you.

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A Complete Guide to Writing a Restaurant Marketing Plan (Free Template)

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You love food and you love people. And you want your restaurant business to grow. You know you need a good marketing strategy but it sounds overwhelming to create and execute. Where do you start? 

You may not have a marketing degree or even understand all of the social media, marketing tools and marketing channels and what they can offer you.

However, a great restaurant marketing plan is relatively simple and straightforward when your objectives are distilled and clearly stated.

In this post, we’re going to break down the key essentials of a highly effective restaurant marketing plan ( free template included ).

But before delving into expert tips for creating a restaurant marketing plan , let's first define it.

What is a restaurant marketing plan?

A restaurant marketing plan is a strategic document that outlines a restaurant’s strategy to promote a brand, acquire new customers, and enhance the guest experience.

It’s focused on a specific period of business and highlights a variety of marketing-related action steps, such as goal creation, budgeting, and content planning .

quote-img

[A marketing plan] serves as a roadmap for achieving your marketing goals, ensuring that your efforts are focused, consistent, and aligned with your overall business objectives.

Learning how to craft a marketing plan forces you to think about your existing promotions and what you can do to gain a competitive edge.

While some restaurants integrate their overall marketing strategy and vision into their overall business plan , because marketing is critical to customer acquisition and engagement, having a well-researched marketing plan on its own is advisable.

A good idea is to create a working document that you’re continuously accessing and building upon and can attach as an appendix to the restaurant business plan.

marketing action plan example pdf

Why do operators need a marketing plan? 

0" ng-repeat="text in output.html track by $index" style="text-align: left;"> In 2016 alone, the global food service sector grew by 3% to $1.3 trillion , with a forecast to reach an estimated $4.1 Trillion USD by 2026. This means that there are now more restaurants around the globe than ever before.

0" ng-repeat="text in output.html track by $index" style="text-align: left;"> Restaurant owners, therefore, have a lot of competition. There are many restaurants out there and they are constantly trying to attract new guests.

0" ng-repeat="text in output.html track by $index" style="text-align: left;"> If you want to stand out from the crowd, you need to develop an effective marketing strategy. 

0" ng-repeat="text in output.html track by $index" style="text-align: left;"> Here are a few effective ways that restaurant owners can improve their marketing strategy and help increase their revenue:

What should be included in an effective marketing plan?

A comprehensive restaurant marketing plan should include the following:

0" ng-repeat="text in output.html track by $index" style="text-align: left;">Restaurant owners spend a lot of time thinking about their marketing strategy. And we understand why.

0" ng-repeat="text in output.html track by $index" style="text-align: left;">As mentioned above, a marketing plan is crucial to a restaurant's success. It helps keep your restaurant top of mind, acquire new guests, and most importantly, keep your revenue from declining. 

To help you get started, follow these steps covering all the moving parts of restaurant marketing to set up your new plan and start the process of meeting your new vision with ease.

1. Set measurable goals

The first step to creating a restaurant marketing plan is to establish some goals .

  • What objectives do you plan to accomplish?
  • Are there specific targets you want your team to meet?

If you’re really going to make your restaurant marketing strategies work, it’s going to happen because you’ve got a vision of what you want to achieve during the first year and subsequent years ahead.

Set goals that align with your resources and ambitions.

Smaller goals could be gaining 10 new shares weekly or attracting 150 guests to your grand opening . Larger goals could be doubling sales each quarter .

Get started by establishing a few goals that make sense for your specific case.

As an example, a few goals for your restaurant could be to:

  • Grow drink revenue by 10%
  • Grow lunch hour revenue by $3000
  • Grow per table profit by 12%

Also, quantify your overall objectives with numbers and dates. You could set the goal completion date at three months, and measure your growth daily.

Create a simple wall chart to post in your office so you can make your goals visual and track your progress. 

Use the SMART template created by Filestage for listing each goal. 

plan2

You may also want to take your revenue goals and create more specific goals for wait staff so that they can work on their individual objectives.

Some wait staff objectives could be as follows: 

  • Get at least 10 guests to order an appetizer
  • Get 5 takeout orders per shift 
  • Get 1 order per 2 tasting plates

2. Determine your mission statement

A restaurant's mission and values form the cornerstone of its brand identity, shaping its business decisions, branding, messaging, and operations.

These guiding principles articulate the restaurant's purpose, distinguishing it from competitors and establishing a clear brand narrative.

A well-crafted mission statement encapsulates the restaurant's essence, justifying its existence and setting the stage for effective marketing strategies.

Further reading

  • How to Write a Restaurant Mission Statement (Tips and Examples)

3. Identify potential problems

Once you've figured out your goals and you've come to an agreement regarding your mission statement, you now have to identify the potential problems you and your team might face.

These could include competition, lack of capital, or poor management. Make sure you address these issues before you start your marketing strategy. 

  • 32 Best Restaurant Marketing Strategies (2023 Updates)

It's also good to keep an eye on your restaurant's performance, and what part of your restaurant's operations needs to be added to the marketing plan.

For example , you've noticed that Wednesdays are a lot quieter compared to other days at your restaurant. You then need to consider and create a marketing plan to help increase revenue on these slower days.

But, most importantly how will you manage to have an overview of these types of potential problems?

Pro tip:  Eat App's Advanced Reports , will play a key role here. The performance tracking tool for restaurants is considered a powerful feature to help operators keep tabs on how their establishment is performing and where potential problems might arise. 

The analytic system automatically collects valuable bookings and guest data to help you keep track of your restaurant's growth and overall performance.  

Reports are also fully customizable to give you full control over what you would like to track and have an overview when shared with your team. 

The advanced reports allow you to: 

  • Review reservation and guest data
  • Customize daily, weekly, monthly, or yearly reports
  • A breakdown of covers or bookings
  • Export CSV files or even a graph of any time period

>>> Want to try it yourself? Sign up here - it's free.  

4. Determine your target customers

If you interview any successful restaurateur and ask them their secret, they’ll all tell you the same thing: know your ideal customer.

While it’s tempting to visualize that everyone is interested in dining at your restaurant, focusing on a narrowly defined ideal customer will save you months of wandering in the dark trying to be everything for everyone. 

That’s where an ideal restaurant customer profile comes in handy.

An ideal customer profile is a fictional representation of your ideal customer that helps personalize your sales and marketing efforts.

It lists out demographic information like age, gender, and income, as well as some qualitative details like what they enjoy in certain places, and what their preferences are when it comes time to pick a restaurant for lunch or dinner.

Below is an example by strategy leader Janice Chow.

plan3

To build one for your restaurant, think of the ways you can gather meaningful data on the type of people you aim to serve.

Tried-and-tested methods include: 

  • Conduct a survey on your restaurant website, Facebook page, or email message. Use SurveyMonkey or another similar tool to automate the entire process.
  • Placing comment cards on your tables. Don’t end the card with “Would you refer us to a friend or relative?” – Go one step further and ask why or why not.
  • Researching online communities. Quora , Reddit , and others have targeted communities and subgroups. For researching and gaining insight into your ideal customer personas, the information posted by and exchanged between the members is as good as gold.

Whether it’s families, college students, or both, it’s imperative that you take steps to understand your ideal customer.

The great thing about creating customer profiles is that they can be used to inform many different parts of your branding, product, and marketing strategy. >>> Learn how to find your target market.

5. Evaluate your current standing using SWOT 

The importance of self-evaluation can’t be overstated, especially when you’re creating a marketing plan from scratch.

Restaurants need to be evaluated for both strengths and weaknesses specific to your business; the essence is to discover what you do well, and where you pale in comparison with similar businesses. 

  • Restaurant SWOT Analysis Example You Can Use In 2023

After speaking with some of your guests, or just sitting down and writing it out, choose three strengths of your restaurant and three weaknesses.

Be clear with yourself and ask your servers and other management to write them down as well.

Then, compile them and have a good look at what’s going great and what needs improvement. 

These could be:

  • The food is always hot because you have hired a plate runner.
  • The amount of food is always filling and satisfying. 
  • The ambiance is always inviting and engaging.
  • The floor is always greasy.
  • The kitchen banter is always loud.
  • The chairs are hard.

Make sure your customers know about what you do best!

Focus on one of your strengths that raises you above the competition and spread the word – widely.

As for the weaknesses, make gradual improvements by going back to square one and reassessing where you went wrong with the approach, decision, or product that turned into a disadvantage.

Note: You can also keep tabs on the potential opportunities and threats facing your business by conducting a restaurant SWOT analysis .

Free Restaurant Marketing Plan Template Create your restaurant's marketing plan using our free template Download the Free Template Now

6. Identify your restaurant's marketing objectives

You've decided on measurable goals for your restaurant, now it's important to put together a solid list of objectives that will help you determine your own restaurant's marketing strategy and goals.

To help, we've put together three important pillars you need to consider before finalizing your marketing strategy: 

This is essentially the way you present yourself to your guests and what they see when it comes to your restaurant.

This type of marketing is generally paid social media posts, billboards, an ad on the radio, television, or even in the local papers. 

Here's some great ideas you can share on social media: 

@ryaneditbutter Food people #restaurant #restaurantbusiness ♬ eyes - vip mix - skaiwater

Once your guests know who you are and what your restaurant is about, you can start by getting them to come through your doors.

Ask yourself, what will excite them to come to you?

Is it the food, great service, or that you offer special offers on certain days of the week?

Whatever you choose to be your unique selling point, make sure you add it to your marketing strategy. 

>>> Download our free Guest Acquisition Strategy today. 

Repeat Guests

This is where things really get interesting. Loyal guests are the best. Why?

They're one of the main reasons why you continue to get more customers coming through your door.

They enjoy telling their friends about one of their favorite places to eat, and they also post images of your dishes on their social media pages.

But, the question is, what are you doing as a restaurant owner to get them coming back for more? This is where a powerful CRM tool comes in. 

With Eat App's revolutionary software, you can automatically collect valuable guest data and create robust guest profiles from the moment they make an online booking.

Then to take it a step further, you can segment and filter your guest profiles to help identify your VIP guests and high-spenders so you can create personalized marketing campaigns.

Here you can also take the opportunity to send guests, who haven't been at your restaurant in a while, a special offer to get them to come back.

More on this topic of "Email Marketing" below. 

7. Develop your marketing strategy

You’ve laid the foundation. Now it’s time to build your restaurant marketing strategy.

You’ll want to consider what methods of promotion you will use, and for how long you’ll run each promotion before giving it a revamp.

Based on your goals, customer profiles, and strengths, pick a few of these strategies to implement first:

Also, consider implementing a restaurant marketing framework. 

a. Social media marketing 

While you can run a campaign on nearly every social media network out there, we recommend you narrow your focus to the following:

Instagram  

Instagram is the easiest place to showcase your food, your ambiance, and everything visual about your customer experience.

Everything is in the photos on Instagram so be sure to post some appealing images of food plates, happy customers, attentive servers, and management.

It’s your opportunity to show them what they can expect at your restaurant.

With your photos, be sure to add relevant #hashtags about the meals you make, the service you provide, and the location you serve.

If you’ve already set up a campaign, we’ve got some tips to help you break through the noise and upgrade your restaurant's Instagram marketing for higher engagement and conversions.

You can also add a "reserve" button on your Instagram page to drive reservations directly through your page.

This long-awaited feature helps restaurants turn their followers into customers without added effort.

Learn how you can add a reserve button on your Instagram page here

Facebook  

Social media platforms with more than 2 billion monthly active users can provide great exposure to your restaurant.

Get started by creating a restaurant business page and posting high-quality images of your food with some enticing captions that induce your target audience to visit your restaurant.

To accommodate for spikes in weekly traffic, schedule posts to go out even when you’re not available.

Spending an hour or two every week on this will mean you have a consistent stream of enticing content for your followers.

But perhaps the most effective way to get your business in front of audiences is by running Facebook ads.

The platform has a highly effective and intuitive ad manager that can help you reach massive amounts of potential diners.

The best part? You don’t need to spend thousands in order to achieve success; a budget of $100-$500 is enough to reach a good-sized local audience . 

Like Instagram, Facebook also offers a "reserve" button that allows people to book a table at your restaurant through your page.

  • How to Add the 'Reserve' button to your Restaurant's Facebook and Instagram Profiles

Google Business  

Whenever you search for a restaurant or a business you've probably noticed their Google My Business Listing before anything else.

This page is essentially considered a card that features important details about your restaurant.

What time you open, where you're based, what time you close, guest reviews and images of your restaurant, etc.

Learn more about Google and your restaurant

  • Adding reservation links to Google
  • Google Business for restaurants guide

All the more reason you should add a "reserve button" to give guests a seamless option to book online.

Pro tip: Reservation platforms like Eat App have partnered with Google to bring this feature to various restaurants around the world. 

TikTok  

TikTok boasts impressive open rates, indicating a high level of user engagement.

Restaurants can effectively showcase their brand, products, and services to a receptive audience by creating engaging and informative TikToks.

To harness the full potential of TikTok, businesses should consider the following strategies:

  • Understand Your Audience:   Tailor your content to resonate with your target audience's interests and preferences.
  • Embrace Creativity: Experiment with different video formats and trends to capture attention and spark engagement.
  • Consistency is Key: Maintain a regular posting schedule to keep your audience engaged and coming back for more.
  • Encourage Interaction: Respond to comments and answer questions to foster a sense of community.
  • Track and Analyze: Regularly monitor your performance metrics to identify what's working well and areas for improvement.

By embracing TikTok as an integral component of their social media strategy, local businesses can effectively engage potential customers, expand their online reach, and ultimately achieve their marketing goals.

@nonofo.brand.image.coach One of the best affordable restaurants in town #mmokolodibushkitchen ♬ Paradise - TELL YOUR STORY music by Ikson™
  • How to Get More Restaurant Reservations with Google in 2023

b. Email marketing

72% of consumers prefer businesses to contact them through direct mail campaigns, and restaurant customers are no exception.

Email marketing is an important channel for restaurants.

Sending regular emails to people who’ve subscribed to your email list helps foster loyalty; when loyal customers see your restaurant logo often and receive your event updates, menu items, coupons, etc. they begin to feel they’re part of your exclusive community.

You can further encourage that feeling by including a quick note from your executive chef, or other personnel who is known as the face of your business.

Personalization and segmentation will also help your email campaigns gain more traction by categorizing your subscribers into specific groups for more targeted marketing tactics and promotions.

Pro tip: Consider leveraging an automation tool like, Eat App to streamline customer engagement.

Personalized messages based on guest data, such as visit frequency, spend history, and special occasions, can be automatically delivered, enhancing the customer experience.

c. Loyalty programs

In times where customer acquisition costs can be burdensome for new – and even established – restaurants, loyalty programs can help to secure brand value in the form of repeat business from people who’re already delighted to be dining with you.

These programs include restaurants offering membership to regular guests, and in turn presenting them with reward points that can be exchanged for perks like free desserts, 50% discount, and more.

Starting a restaurant loyalty program is simple. You’ll just need to order a batch of punch cards and hand them out to your regulars.

When a member orders a menu item, you put a stamp on their punch card.

Once they’ve received a specific number of stamps, they get a free perk.

Restaurant loyalty tools, however, have made it possible for restaurateurs to assign points and rewards digitally. 

8. Determine your restaurant marketing budget

Since every business has its priorities, there’s no set formula for determining a restaurant's SMS marketing and budget.

However, there are a few considerations that can be applied to any restaurant for determining the amount of money you should invest in digital marketing efforts.

If you’re a brand-new restaurant, you’ll have to spend more on marketing to get the word out. Plan to spend 25-35% of revenue on marketing. Use more if you need more traction, and less if you have a good roster.

When your restaurant is established and has a steady business, you can scale back your marketing spending to 12-18%, considering your competition and profit margins. 

If your revenues are declining due to an economic crisis or competition, it’s best to increase your percentage by 3-10% to generate more new clientele.

Choose to invest in the channels that are bringing in the most return.

Unfortunately, when a budget gets smaller marketing initiatives can be the first to go out the door when the exact opposite needs to happen.

Resist the urge to cut back on marketing because you need to generate market buzz to drive business.

For example, companies that spent 16.5% of their budget on marketing grew 1 - 15% year over year, those that spent 22% grew 16-30%, and those that spent 50% grew 31-100% more.

You can see how crucial marketing is in creating growth as per these findings from Small Business Marketing Tools.

9. Your restaurant itself should do the marketing

The restaurant is the marketing plan's most significant "medium." Even with the best marketing efforts and an abundance of traffic, the ability to meet customer expectations will be short-lived if the experience falls short of expectations.

Therefore, pay close attention to even the smallest aspects and try to make the restaurant as appealing as you can. It must have a certain atmosphere, energy, or emotion when you first go in.

10. Take ownership of a day

Have a day of your own. Instead of trying to get people to attend every day, focus on just one day.

It may be Wednesday or something. Create a marketing campaign centered around the idea that this restaurant has a special Wednesday offer that includes music, a certain food item, or something else entirely.

Thursday night is wings night at a nearby local eatery, and people swarm there for the inexpensive wings.

However, consumers are more inclined to visit on a Friday or Saturday after experiencing the location on a Thursday. Therefore, while it could last, it's a campaign idea.

11. Interact with the community

Donate to the local high school sports boosters, purchase advertisements in their publications, and build signs in the Little League park—there are many methods to spread the word about the restaurant's concern for the community and commitment to giving back.

12. Consider user-generated content (UGC)

Motivate customers to share photos of their cocktails on their social media channels. If they do, they might receive a half-off drink (it's simple to verify if they tag the restaurant).

Encourage some word-of-mouth, relevance, and friends' implied support.

The takeaway

There you have it, a step-by-step guide to building your own killer restaurant marketing plan. 

Marketing is the trumpet call of your business and it's an important element to success.

No matter how great your cuisine or ambiance is, if no one knows about your restaurant in the first place, you’re not filling any tables.

Guests don’t magically turn up out of nowhere, you have to take your business to them. 

This might take you anywhere from one day to a whole month of doing nothing except constantly crafting your plan and marketing calendar.

But rest assured, once it’s complete you’ll know exactly which route to take and how to tap into the full potential of your marketing to drive better revenue. 

Ready to get started with creating your restaurant's marketing plan? Download our free template to guide you through the process.

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  • SEO for restaurants: the complete guide

Frequently Ask Questions

What are the 4 ps of a marketing plan.

The four Ps of marketing is the foundation of any marketing plan. They are:

Product: Define, meet, differentiate

Price: Attractive, profitable

Place: Available channels

Promotion: Effective communication

What makes a good marketing plan?

A good marketing plan is not just a static document; it's a dynamic process that adapts to changing market conditions and consumer preferences.

It's about setting goals, tracking progress, and evaluating results to ensure ongoing effectiveness.

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Ryan Andrews

For the past 7+ years Ryan has been focused on helping restaurants succeed with digital marketing and front-of-house operations. He is Director Marketing at Eat App.

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Marketing Action Plan

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Marketing action plan is an organized set of strategies, objectives, and tactics used to effectively promote products or services. It outlines the steps needed to achieve marketing goals and objectives, such as defining target audiences, developing positioning strategies, and implementing tactics such as advertising and promotions. A successful action plan should be tailored to each specific marketing situation, taking into consideration the functions of product positioning, budgeting, scheduling, measuring results, and adjusting tactics as necessary. With a marketing action plan, businesses are better able to measure results, track progress, and remain accountable to their marketing objectives.

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