Marketing Plan Template

To use this marketing plan template select all and copy the content into a word document and fill it in there. Or click this link for a marketing plan template PDF file you can print and fill in the blanks.

1. Marketing goals – what do you want your marketing to accomplish?
   1. More long-term committed clients?
      1. How many clients?
      2. By when or how often? For example:
         1. 5 new committed clients by the Feb. 15
         2. every month 2 new long-term clients
      
      
      
   2. More money?
      1. How much more money?
      2. By when or how often?
      
      
      
   3. Phone calls from prospective clients?
      1. How many?
      2. By when or how often?
      
      
      
   4. More prospective clients in your email database?
      1. How many?
      2. By when or how often?
      
      
      
   5. More first time clients trying something?
      1. What are they trying?
      2. How many?
      3. By when or how often?

LIST YOUR GOALS







- This marketing plan template goes hand in hand with this marketing plan outline. Please read it over as you complete your plan. -

2. Business growing funnel – how you will achieve your marketing goals? Go to marketing plan outline for more information.
   1. Identify your target market – Where can you use your marketing time and money most effectively? For help identifying your ideal target market click this link.

   WHO IS YOUR IDEAL TARGET MARKET?
   
   
   
   
   
   

   WHAT IS THE BENEFIT YOUR SERVICE PROVIDES? WHAT PROBLEM DOES YOUR SERVICE OR PRODUCT HELP THEM SOLVE OR WHAT GOAL DOES IT HELP THEM ACHIEVE?
   
   
   
   
   
   

   WHERE CAN YOU FIND YOUR IDEAL TARGET MARKET? How can you get your message to them?
   
   
   
   
   
   

   IF YOU WERE IN THEIR SHOES WHAT WOULD YOU SAY YOU NEED OR WANT? What language would you use?
   
   
   
   
   
   

   IF YOU WERE IN THEIR SHOES HEARING ABOUT YOUR SERVICE OR PRODUCT, WHAT MIGHT YOU BE WILLING TO TRY? What information would you need to try it?
   
   
   
   
   
   

   2. Feed your funnel with your target market – how will you feed your funnel? What is in your message?

   WHAT WAY OR WAYS WILL YOU COMMUNICATE YOUR MESSAGE?
   
   
   
   
   
   

   WHAT IS YOUR MESSAGE? I help ___________ solve ___________ by means of ____________.
   
   
   
   
   
   

   3. Qualify your potential clients –

   WHAT WILL YOU SAY, WRITE, OR DO TO HELP YOUR POTENTIAL CLIENTS KNOW THAT YOUR SERVICE OR PRODUCT IS FOR THEM?
   
   
   
   
   
   

   4. Activate your qualifiers Read more about this in my page on marketing communication.

      HOW WILL YOU INVITE YOUR QUALIFIED POTENTIAL CLIENTS TO TRY YOUR SERVICE OR PRODUCT?
      
      
      
      
      
      

   5. Convert your tryers to clients –

   WHAT WILL YOU SAY TO OR DO WITH YOUR TRYERS TO HELP THEM BECOME A LONG-TERM CLIENT AND DECIDE TO USE YOUR SERVICES OR PRODUCTS REGULARLY?
   
   
   
   
   
   

   6. Keep your clients – by developing systems to...
      1. Make sure your clients are satisfied and getting what they need

      HOW WILL YOU DO THIS?
      
      
      
      
      
      

      2. Check in with clients who haven’t shown up for a while

      HOW WILL YOU DO THIS?
      
      
      
      
      
      

      3. Create clear/clean endings so that your clients feel comfortable terminating.

      HOW WILL YOU DO THIS?
      
      
      
      
      
      

   7. Use word of mouth marketing to feed your funnel - create a systematic way of asking your clients to refer their friends or colleagues to you.

   HOW WILL YOU DO THIS?
   
   
   
   
   
   

   - This marketing plan template goes hand in hand with this marketing plan outline. Please read it over as you complete your plan. -

3. Marketing support systems – what systems do you need in place to keep your business growing funnel operating effectively?
   1. Database – how will you keep a list of your potential (qualifiers or tryers), current, and past clients.

   HOW WILL YOU USE YOUR DATABASE? WHAT SOFTWARE WILL YOU USE?
   
   
   
   
   
   

   2. Staying in touch – how will you stay in touch with your potential, current, or past clients so that you stay in the forefront of their minds?

   WHAT WILL YOU DO TO STAY IN TOUCH?
   
   
   
   
   
   

   3. Tracking – what do you need or want to track and how will you track it? What we track grows!

   WHAT WILL YOU TRACK? HOW WILL YOU TRACK IT?
   
   
   
   
   
   

4. Marketing materials – what print or online marketing materials do you need to achieve your goals or implement your business growing funnel?
   1. Image – logo and overall look.

   IF YOU NEED A UNIQUE IMAGE - WHAT IS THE FEELING QUALITY OF IT? HOW WILL YOU GET IT DESIGNED?
   
   
   
   
   
   

   2. Print materials – business cards, brochures, letterhead, fliers, postcards, etc. Don't make the mistake of so many people by spending money on print materials before creating a marketing plan and seeing if you even need them.

   BASED ON YOUR PLANS, WHAT PRINT MATERIALS DO YOU NEED?
   
   
   
   
   
   

   3. Website – Check out my suggestions for a web hosting and internet marketing strategy.

   WHY DO YOU NEED OR NOT NEED A WEBSITE? HOW WILL YOU USE YOUR WEBSITE IF YOU THINK YOU NEED ONE? HOW WILL YOUR ATTRACT VISITORS TO IT?
   
   
   
   
   
   

5. Manifestation practices – how will you clear your blocks to having a thriving practice and activate the law of attraction?

WHAT MANIFESTATION PRACTICES WILL YOU USE?







6. Action plan

WHAT ACTION STEPS DO YOU NEED TO TAKE TO IMPLEMENT YOUR PLAN? Write the whole list. Put by when dates on your list and then check them off when you’re complete.













- This marketing plan template goes hand in hand with this marketing plan outline. Please read it over as you complete your plan. -

7. Implement your plan!
8. Evaluate, review, revise

   HOW WILL YOU EVALUATE THE PROGRESS OF YOUR PLAN?
   
   
   
   
   
   

   WHEN WILL YOU REVIEW YOUR PLAN?
   
   
   
   
   
   

   HOW OFTEN WILL YOU REVISE IT?
   
   
   
   
   
   

This marketing plan template goes hand in hand with this marketing plan outline. Please read it over as you complete your plan.

For more information about marketing, go from marketing plan template to definition of marketing. You can do this!