Marketing plan

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Sales and marketing templates

• Company or product

  For example: Brightwater Insights

• Period

  For example: January to June 2027

• Plan owner

  For example: Priya Nair, Head of Marketing

• Where we are today

  Facts and numbers: customers, sales, website visits, strengths, weaknesses.

  For example: We have 140 paying customers, mostly in retail. Most come from referrals. Our website gets 6,000 visits a month, and 1.2 percent ask for a demo.

• Goals

  One per line. Each with a number and a date.

  For example: Reach 220 customers by June Raise demo requests from 1.2 to 2 percent of visits Get 40 qualified leads a month

• Target customers

  Who they are, what they need and what they search for.

  For example: Retail chains with 10 to 200 shops. The buyer is the head of operations or finance, who wants to see which shops lose money.

• What we say and why us

  For example: The fastest way to see which shop makes money, set up in a week and priced per shop. Unlike big systems, there is nothing to install.

• Channels and activities

  One per line, with what you will do.

  For example: Search: pages for the 10 most searched phrases Content: two guides a month Email: a monthly newsletter and a 5 step welcome series Events: 2 retail trade shows Partners: 3 accountants who recommend us

• Calendar

  What happens when. One line per month or step.

  For example: January: new website pages February: first guide and email series March: trade show in Cologne April to June: partner programme and a customer story each month

• Total budget

  For example: EUR 60,000

• How the budget is split

  For example: Content and search: EUR 20,000 Events: EUR 18,000 Paid advertising: EUR 15,000 Tools and other: EUR 7,000

• How we will measure success

  For example: Website visits and demo requests every week Leads by channel Cost to win a customer Customers won

• Risks (optional)optional

  For example: A trade show is cancelled Search results change A competitor lowers prices

1. 11. Where we are today
2. 22. Goals
3. 33. Target customers
4. 44. Message and positioning
5. 55. Channels and activities
6. 66. Calendar
7. 77. Budget
8. 88. Measuring success
9. 99. Risks
10. 1010. Next steps

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 13 details, starting with Company or product, Period, Plan owner, Where we are today, Goals. 1 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

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Are these marketing templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do I need a customer's permission for a case study?

Yes. Get the customer's written approval of the text, the quotes and any logo before you publish. The case study template has a field for it.

Can nerix improve the wording?

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