Mini 12 Month Digital Marketing Plan Template

Business Name: ______________________________

Research Phase

What is your Customer Persona?

What is holding them back?

Where have they looked for answers?

Where are they found online?

How will your product or service succeed in the marketplace where others have failed?

What is in it for them (WIIFM)?

6 Core Needs: What they want: Buying Criteria: Marketing Message:

___Certainty/(Security) 1. 1. Big USP:

2. 2. Big Promise:
___Variety/(Fun)
___Significance 3. 3.
Big Benefit:
___Love/Connection 4. 4.
Big Proof:
___Growth 5 5.
___Contribution 6.
Marketing Phase: ☐ Filling Pipeline ☐ Follow Up OMS – Optimal Marketing Strategy
Filling Pipeline Filling Pipeline Filling Pipeline Filling Pipeline
What Always Works + Competition OMS + Worked in Past + = New OMS (3 -5 ONLY):
(Most successful)
☐ Referrals ☐ Referrals ☐ Referrals ☐ Referrals
☐ Referral Partners ☐ Referral Partners ☐ Referral Partners ☐ Referral Partners
☐ Circle of Influencers ☐ Circle of Influencers ☐ Circle of Influencers ☐ Circle of Influencers
☐ Facebook Marketing ☐ Facebook Marketing ☐ Facebook Marketing ☐ Facebook Marketing
☐ Cold Calling ☐ Cold Calling ☐ Cold Calling ☐ Cold Calling
☐ Public Workshops ☐ Public Workshops ☐ Public Workshops ☐ Public Workshops
☐ Seminars ☐ Seminars ☐ Seminars ☐ Seminars
☐ Networking ☐ Networking ☐ Networking ☐ Networking
☐ Internet Marketing ☐ Internet Marketing ☐ Internet Marketing ☐ Internet Marketing
☐ SEO ☐ SEO ☐ SEO ☒ SEO
☐ PPC ☐ PPC ☐ PPC ☐ PPC
☐ Social Media ☐ Social Media ☐ Social Media ☐ Social Media
☐ Blogging ☐ Blogging ☐ Blogging ☐ Blogging
☐ YouTube Videos ☐ YouTube Videos ☐ YouTube Videos ☐ YouTube Videos
☐ Direct Marketing ☐ Direct Marketing ☐ Direct Marketing ☐ Direct Marketing
☐ Facebook Ads ☐ Facebook Ads ☐ Facebook Ads ☐ Facebook Ads
☐ Trade shows ☐ Trade shows ☐ Trade shows ☐ Trade shows
☐ Affiliate Marketing ☐ Affiliate Marketing ☐ Affiliate Marketing ☐ Affiliate Marketing
☐ Google Ads ☐ Google Ads ☐ Google Ads ☐ Google Ads
☐ Email Marketing ☐ Email Marketing ☐ Email Marketing ☐ Email Marketing
☐ Other: _____________ ☐ Other: _____________ ☐ Other: _____________ ☐ Other: _____________
Follow Up Follow Up Follow Up Follow Up
☐ Emails ☐ Emails ☐ Emails ☐ Emails
☐ Workshops ☐ Workshops ☐ Workshops ☐ Workshops
☐ Special Events ☐ Special Events ☐ Special Events ☐ Special Events
☐ Warm Calls/ Visits ☐ Warm Calls/ Visits ☐ Warm Calls/ Visits ☐ Warm Calls/ Visits
☐ Letters or Post cards ☐ Letters or Post cards ☐ Letters or Post cards ☐ Letters or Post cards
12 Month Marketing and Sales Revenue Goal:

A. Yearly B. Monthly C. Average Price of D. Monthly Sales E. Lead to Sales Monthly

Revenue Goal Revenue Goal Product/Svc Goal (B/C) Multiplier Lead Goal
(D x E)

Marketing Action Steps Average Leads Per Average Sales Per Sales per Month
Strategy Month Month
Social Media
Marketing incl
Groups
Facebook Ads
Website
Email Marketing
Cold Calling
Google Ads
Total
Month Promotion Campaigns Other
Jan
Feb
March
April
May
June
July
Aug
Sept

Oct
Nov
Dec
ROI for Quarter __1____
Marketing Tactic Revenue Goal A. Revenue Actual B. Expense ROI (A-B/B x 100%)
ROI for Quarter __2____
Marketing Tactic Revenue Goal A. Revenue Actual B. Expense ROI (A-B/B x 100%)

ROI for Quarter ___3___

Marketing Tactic Revenue Goal A. Revenue Actual B. Expense ROI (A-B/B x 100%)

ROI for Quarter ___4___

Marketing Tactic Revenue Goal A. Revenue Actual B. Expense ROI (A-B/B x 100%)