Marketing Plan Template + Budget Sheet
If your agency doesn't offer a marketing plan/budget to your clients, here's a resource to help you launch this service — and see a huge ROI when it comes to increased fees for it, scaled to all your clients.
This package includes:
A 20-page plan in Word that includes a Table of Contents and sections for:
Prior Year Track Record with top KPIs and Key Learnings
Budget and Priorities snapshot
Customer or Client Marketing demographics, psychographics, and campaigns & goals outline
Projected Sales table
Internal Marketing outline
A highly detailed Competition section
Press and Public Relations outline
A simple yet comprehensive, easy to understand Excel sheet outlining a 12-month Marketing Budget
Both docs include pre-populated copy and data fields reflecting common marketing channels that you can run with or adapt to each client.
Purchasing this product grants you a license to use it for your business only. If you are an agency, you may use it for and are allowed to customize it for your clients. By purchasing this information, you agree not to republish; sell, rent, or sub-license; reproduce, duplicate, or copy; or redistribute it outside of the above-mentioned contexts.
If your agency doesn't offer a marketing plan/budget to your clients, here's a resource to help you launch this service — and see a huge ROI when it comes to increased fees for it, scaled to all your clients.
This package includes:
A 20-page plan in Word that includes a Table of Contents and sections for:
Prior Year Track Record with top KPIs and Key Learnings
Budget and Priorities snapshot
Customer or Client Marketing demographics, psychographics, and campaigns & goals outline
Projected Sales table
Internal Marketing outline
A highly detailed Competition section
Press and Public Relations outline
A simple yet comprehensive, easy to understand Excel sheet outlining a 12-month Marketing Budget
Both docs include pre-populated copy and data fields reflecting common marketing channels that you can run with or adapt to each client.
Purchasing this product grants you a license to use it for your business only. If you are an agency, you may use it for and are allowed to customize it for your clients. By purchasing this information, you agree not to republish; sell, rent, or sub-license; reproduce, duplicate, or copy; or redistribute it outside of the above-mentioned contexts.
If your agency doesn't offer a marketing plan/budget to your clients, here's a resource to help you launch this service — and see a huge ROI when it comes to increased fees for it, scaled to all your clients.
This package includes:
A 20-page plan in Word that includes a Table of Contents and sections for:
Prior Year Track Record with top KPIs and Key Learnings
Budget and Priorities snapshot
Customer or Client Marketing demographics, psychographics, and campaigns & goals outline
Projected Sales table
Internal Marketing outline
A highly detailed Competition section
Press and Public Relations outline
A simple yet comprehensive, easy to understand Excel sheet outlining a 12-month Marketing Budget
Both docs include pre-populated copy and data fields reflecting common marketing channels that you can run with or adapt to each client.
Purchasing this product grants you a license to use it for your business only. If you are an agency, you may use it for and are allowed to customize it for your clients. By purchasing this information, you agree not to republish; sell, rent, or sub-license; reproduce, duplicate, or copy; or redistribute it outside of the above-mentioned contexts.
Product screenshots:
Page 1 of a 2-page Prior Year Track Record section
Projected Sales table
Partial view of the included Marketing Budget Template Excel doc. Nine marketing categories are included, and you can add more categories as needed. The sheet spans 4 quarters and includes a Monthly Spend chart that updates based on your client’s numbers for each category row.
Next step after purchase?
Check your email (and spam folder). You will receive a secure link to the files that will be available for 24 hours.
Questions?