A advertising and marketing technique is greater than a doc. It’s a high-level plan that defines the way you’ll join with clients, outcompete your rivals, and develop over months or years. Your technique informs each resolution you make about campaigns and who you rent.
With the best one in place, you and your group have a transparent path ahead.
Advertising and marketing technique templates break down the method into manageable items, making certain you find yourself with a technique that’s measurable, formidable, and achievable.
ClickUp: A advertising and marketing technique template with inbuilt challenge administration
ClickUp is an aesthetically pleasing challenge administration instrument. Its templates allow you to go from planning to execution with no need every other software program to handle work. As a substitute of a static advertising and marketing plan, you’ll find yourself with an answer that allows you to monitor progress, modify priorities, and maintain your group aligned in real-time.
ClickUp’s free plan is greater than sufficient to check out a few of their templates and see if it’ll give you the results you want and your group.
Extra on ClickUp: ClickUp evaluation | Asana vs ClickUp | ClickUp vs Notion.
This template is a full system that’ll take you from strategic pondering to assigning work and monitoring its progress to completion. It’s an incredible selection whether or not you’re a first-time marketer or seasoned professional.
Constructed round aims and key outcomes (OKRs), you’ll be capable of rework high-level targets into actionable duties. It naturally takes you thru the method of figuring out alternatives and defining aims to planning campaigns.
Inside of every marketing campaign, you possibly can create subtasks that tie all the best way again to your targets.
Regardless of the inflexible hierarchy, the template is versatile sufficient to deal with real-time changes as wanted.
It pairs nicely with ClickUp’s complete roadmap builder
Should you want a bit extra assist making a advertising and marketing technique or brainstorming marketing campaign concepts, ClickUp’s whiteboard template is a good addition to the template above.
A number of folks can edit collectively in actual time, making it simple for everybody to share their concepts previous to turning them into concrete plans.
There’s a selected part for brainstorming and an space to create a full fledged roadmap with an intuitive drag-and-drop builder. When performed with the template above, all the pieces will be related collectively right into a cohesive system.
Plus, ClickUp permits you to see your entire targets, campaigns, duties, and subtasks in several views, like Gantt, calendar, or timeline.
This makes it simple for everybody to see their work how they wish to.
monday.com: A price range and advertising and marketing plan template
Like ClickUp, monday.com features a full vary of challenge administration capabilities and has a free plan. Whereas its free plan isn’t as complete as ClickUp’s, you possibly can invite as much as two customers and handle three initiatives without charge.
Not like ClickUp, monday.com is way extra versatile, permitting you to maintain monitor of absolutely anything with its relational databases.
Extra on monday.com: monday.com evaluation | Trello vs monday.com | Wrike vs monday.com.
One of the vital related gadgets you possibly can monitor alongside your technique is your price range.
This template makes it simple to construct a advertising and marketing technique at a excessive degree, break these plans into actionable duties, assign work to your group, and maintain monitor of your price range alongside the best way.
You’ll be capable of set a quarterly, project-based, or campaign-based price range and monitor precise spend to make sure you by no means go over.
It’s prebuilt with a color-coded system and a spread of views, like Gantt chart, Kanban, and desk view, relying on what you wish to see. General, it’s a extremely visible template, permitting you to see what’s occurring at a look.
On prime of that, monday.com has highly effective automations you should use to ship notifications, assign duties to different folks, mark duties as full, and even ship weekly updates to your inbox.
Wrike: A go-to-market technique template
Wrike is extra inflexible than ClickUp and monday.com. Should you’re somebody who doesn’t wish to fear about having 18 alternative ways to set one thing up, it’s an incredible choice.
The free plan permits for limitless customers however limits you to 2GB per account and has energetic process limitations. You’ll possible outgrow it fairly fast, however there’s sufficient room to strive it out with a couple of group members earlier than making any choices.
Extra on Wrike: Wrike evaluation | Smartsheet vs Wrike | Wrike vs Asana.
Wrike’s go-to-market template is a good selection when you’re launching one thing new. Not like a generic template, it’s laser-focused and also you received’t must do a lot customizing.
Out of the gate, you possibly can create a launch timeline with pre and post-launch actions and use Gantt chart to determine deadlines, phases, and potential conflicts earlier than you get began.
However maybe one of the best half is that it comes with pattern information and in-depth directions on easy methods to arrange your technique inside the system. You’ll additionally be capable of take a look at a number of initiatives, together with high-level methods with a number of campaigns beneath.
In different phrases, you don’t must guess the way it works or construct something your self.
Airtable: A easy template for advertising and marketing targets and initiatives
Airtable is among the strongest relational database options that doesn’t require a complicated diploma to make use of. Enjoyable truth, it’s what I exploit to run most of my enterprise.
Not like different instruments we’ve talked about, this one’s extra of a clean slate. It’s important to construct the programs you wish to use. The fantastic thing about that’s that you just get to customise each step to match your wants. The draw back is that it takes time.
Extra on Airtable: Airtable evaluation | Airtable vs Notion | Smartsheet vs Airtable.
Fortunately, templates may help velocity up the method.
Airtable’s advertising and marketing technique template is a really easy place to start out. It contains two tables: one for setting and monitoring targets, the opposite for outlining initiatives that tie to your targets.
Every aim and initiative has its personal proprietor, standing, quarter, paperwork, and notes, letting you get as granular as you’d like. The paperwork are notably fascinating — you possibly can add PDFs, pictures, or every other sort of file and maintain monitor of them within the system.
Should you’re involved in including extra to the template, you possibly can simply add further tables for campaigns, duties, and subtasks, relying on how detailed you wish to get.
With Airtable’s highly effective automations and scripting capabilities, you possibly can construct a full-fledged advertising and marketing app to your group in a matter of days.
Stackby: A technique template for social media
Stackby is much like Airtable however fairly a bit cheaper. Whereas it’s not as highly effective, its free plan is extra beneficiant and also you’ll find yourself spending far lower than an identical plan with Airtable.
Considered one of my favourite Stackby templates presents a easy method to plan your social media technique. It has a desk for imaginative and prescient statements, that are much like aims, and one other desk for outlining completely different actions that can get you nearer to attaining every imaginative and prescient.
To be clear, the template by itself isn’t a social media calendar. It’s a instrument for planning higher-level methods.
For instance, you could wish to get extra social media followers or enhance your conversion charges on a selected platform. Within the roadmap desk, you possibly can outline completely different “features”, like content material personalization, retargeting, and influencer partnerships, that can allow you to get there.
Nevertheless, you possibly can simply mix this template with different Stackby templates or add to it by yourself. When you get the hold of it, you’ll be capable of put collectively a sturdy system to your group.
By itself, you’ll be capable of maintain monitor of goal house owners, stakeholders, statuses, priorities, dependencies, and completely different dates plus whole paperwork. With the inclusion of fundamental doc administration, it’s much like the Airtable template, however centered particularly on social media.
Notion: An influencer technique template
Influencer advertising and marketing isn’t as simple as reaching out to accounts with quite a lot of followers. Ideally, it’s the alternative. There ought to be quite a lot of intention behind who you’re employed with, why you wish to work with them, and what they’re going that will help you obtain.
This Notion template forces you to get particular and create a plan so that you’re not flying blind.
Extra on Notion: Notion evaluation | Coda vs Notion | Notion vs Evernote.
Extra importantly, it helps guarantee your strategy aligns with your corporation’s high-level targets. Merely getting new influencer partnerships received’t do you any good if there’s not a goal behind it.
To start out, you’ll set particular targets and outline what sort of influencers you wish to work with. From there, you’ll resolve what position every influencer performs in your technique.
Some may allow you to get extra followers and unfold model consciousness whereas others could promote your merchandise for you.
This template makes it simple to observe goal metrics and maintain all the pieces organized by channel. You may even plan out various kinds of content material for various platforms based mostly on how efficient you assume they’ll be.
Asana: An inventory of motion gadgets to determine your advertising and marketing technique
Know you’ll want to develop a advertising and marketing technique however don’t know the place to start out? This template is ideal as a result of it lays out duties for the entire important parts you want.
From there, you possibly can add further duties and subtasks then assign all the pieces to completely different group members. As soon as all the pieces’s mapped out, you possibly can monitor progress in direction of finishing your technique and even plan subsequent steps in the identical software program.
Extra on Asana: Asana evaluation | Basecamp vs Asana | Airtable vs Asana.
Not like weblog posts or YouTube tutorials, the duties included are easy and simple, going over all the pieces you’ll want to do and nothing you don’t.
As you arrange the template, you’ll be capable of outline high-level targets and tie your technique to it as nicely.
Asana has wonderful built-in options, together with milestones, multi-level hierarchy, customized fields, and full approval flows so you possibly can even handle campaigns, artistic, and publishing with it too.
The free plan permits you to work with as much as 10 folks and contains limitless duties, initiatives, and storage. It’s extremely beneficiant and lots of small companies can keep on the free plan for fairly some time.
Advertising and marketing technique spreadsheets and slide decks
Up to now, all the pieces we’ve talked about requires signing up for challenge administration instruments or a relational database resolution. Should you don’t wish to go that route, you should use a spreadsheet or slide deck as an alternative.
The entire following templates are free to make use of and suitable with both Google Sheets and Excel or PowerPoint and Google Slides.
Go-to-market SaaS technique template for Excel and Google Sheets
Should you’re launching one thing new, this spreadsheet template from Smartsheet is a strong choice. It’s constructed particularly for SaaS companies, however you possibly can tweak it a bit to work for almost any sort of launch technique.
Though it seems to be overwhelming at first, it’s a robust choice with a number of views that make it simpler to know what’s occurring at a excessive degree.
It even has a built-in Gantt chart and it’s damaged up into a number of phases, together with planning, gross sales, product advertising and marketing, social media, and product launch. These sections permit you to keep organized and plan out what’s wanted at each stage.
Every process has its personal standing, precedence, proprietor, begin date and finish date. Including these two dates makes it seen on the timeline.
Regardless of being a fundamental spreadsheet, its calculations and prebuilt views are tremendous useful. You can too at all times add extra if you’ll want to. For instance, you might arrange a complete reporting dashboard in a brand new sheet with charts, graphs, and key metrics that replace in actual time.
You may obtain this free template for Excel or Google Sheets with out dropping any of its performance.
SMART advertising and marketing targets template for Excel and Google Sheets
Setting SMART targets is one thing most individuals know they need to do. However it’s lots simpler stated than performed. This advertising and marketing technique template makes the method so simple as potential.
It’s really certainly one of ten free enterprise templates you possibly can obtain as a free bundle from HubSpot. The opposite templates cowl a spread of actions, like budgeting, calculating conversion charges, calculating customer support and gross sales metrics, optimizing on-page web optimization, and planning e-mail advertising and marketing campaigns.
Though the SMART aim setting template isn’t particularly for advertising and marketing, it’s an incredible software as a result of there are lots of advertising and marketing metrics you possibly can measure.
The template walks you thru the method of establishing every aim and contains sturdy SMART aim examples you should use as inspiration or when you get caught.
It additionally helps you run frequent calculations and monitor progress in direction of your targets.
There’s even a sheet for evaluating your advertising and marketing targets. This may allow you to resolve in the event that they’re value pursuing or if you’ll want to readjust.
A slide deck to current your advertising and marketing technique
This template received’t allow you to create a advertising and marketing technique, however it would allow you to current it in a means that anybody can perceive. From key stakeholders and shoppers to your friends and even your boss, it’s a easy and efficient method to talk your concepts.
It has pre-designed slides for various kinds of data and all you actually must do is fill all the pieces out.
There’s a bit to your UVP, pricing data, price range, and channels that will help you paint a transparent image with out having to fret in regards to the design of your presentation.
You can too simply add extra slides or duplicate current designs if you’ll want to add extra.
What’s the distinction between a advertising and marketing technique and a advertising and marketing plan?
A advertising and marketing technique defines what you’ll do and why whereas a advertising and marketing plan outlines the way you’ll do it. Whereas there will be fairly a little bit of overlap between the 2, methods are usually long term (spanning 1 / 4 or a 12 months) whereas plans are sometimes created a couple of months prematurely to execute the technique.
Advertising and marketing methods typically cowl targets and general route. Plans embody completely different campaigns, motion gadgets, and duties to get these campaigns performed.
Ideally, your technique comes first and establishes a transparent why behind your advertising and marketing plan.
Errors to keep away from when creating your advertising and marketing technique
One of the vital frequent errors I see (and have made myself) is getting too detailed on the technique degree. Should you’re speaking about motion gadgets, duties, sources, or price range, you’re too far within the weeds.
The purpose of your technique is to outline the what and why, not the how.
It’s additionally frequent for companies to overcomplicate their targets. Oftentimes, one of the best aim is straightforward, clear, and simple. If you end up pondering there ought to be extra, it’s a good suggestion to query your pondering.
Other than that, you should definitely have mechanisms in place to maintain monitor of essential metrics so you possibly can see clear progress in direction of your targets.
