This marketing plan template provides the ideal structure for organizing all aspects of your marketing strategy including your approach, success metrics and marketing assets, all in one place. Whether you're a small or large business, marketing team, startup or even a freelancer, a solid marketing plan is essential for making informed decisions and achieving your business goals.
This template is part of the Marketing Strategy collection.
The Marketing Plan template is filled with questions, thought starters and image placeholders to help you write your plan in minutes.
Create a new board for your plan.
Drag a board out from the toolbar. Give it a name, then double click to open it.
Choose the Marketing Plan template.
Each new board gives you the options to start with a beautiful template.
To get everyone on the same page, begin by outlining the brand's backstory. Briefly describe the brand’s history and vision, as well as highlight any important milestones and achievements that have shaped the brand's journey. This provides clear context to the brand and sets the foundation for your marketing strategy.
Next, summarise the brand's purpose, mission, and the unique value it brings to the market. This approach not only sets the stage for your marketing but also ensures that everyone involved knows what the brand stands for and aims to achieve.
Add a note to describe your brand.
Start typing then use the formatting tools in the left hand toolbar.
Now it's time to gather research to inform your strategy and next decisions. "Who's your target audience and who are you competing with?" These are two crucial questions to answer as part of your plan.
Start by understanding your target audience and exploring their preferences, behaviours, and demographics. This deep understanding will help shape your messaging and channel selection.
The best marketing plans are based on strong research, so conduct a thorough market analysis to understand industry trends, and perform a competitor analysis to identify and evaluate your main competitors.
Add a note to describe your target audience.
Start typing then use the formatting tools in the left hand toolbar.
Next, clearly define your marketing goals. Are you trying to increase your brand awareness, drive website traffic, boost sales, etc? Once you've listed your goals, break them down into actionable strategies. For example, to improve brand awareness, consider strategic partnerships or influencer collaborations. To drive customer engagement, prioitize engaging with customers on social media platforms by comments, messages and tags.
By laying out clear goals and strategies, you provide yourself or your team with a clear path to follow and a simpler way to measure accomplishments.
Add a note to list your goals.
Start typing then use the formatting tools in the left hand toolbar.
The next step is to identify the channels you'll use to effectively reach your target audience. Begin to prioritise these channels based on your goals and target audience.
Examples of potential marketing channels:
Map out your marketing channels using sub-boards.
Drag a board out from the toolbar. Give it a name, then double click to open it.
Now the goals and channels are in place, it's time to determine a realistic budget for your marketing activities, factoring in expenses like content creation and advertising costs.
Keep tabs on your budget and performance metrics with a table in Milanote. When setting up your budgeting table, consider including the following:
Use a table to calculate your budget.
Create a table
Drag a table out from the toolbar. You can add simple formulas, dates, currencies and more.
When you’ve made any final changes to your marketing plan, it’s time to share the completed plan with everyone involved. Organize a kickoff meeting to ensure everyone is on the same page and ready to dive in.
Share a link to the brief with your team.
Click Share in the top right of your board. You can add a Welcome message for viewers, allow comments, set a password or embed the board in another app or website.
Now that your marketing plan is complete, you have a great foundation to build on. Make sure to check back and review your plan regularly to stay on track with your marketing efforts.
Milanote is where creative professionals organize their most important work.
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