# Marketing Plan Template, Free to Fill Source: https://nerix.ai/templates/marketing-plan Plan who you want to reach, what you will say, where, when, for how much and how you will know it worked. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/marketing-plan) ### Marketing plan for Brightwater Insights **Period:** January to June 2027 **Owner:** Priya Nair, Head of Marketing ## 1. Where we are today 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. ## 2. Goals Reach 220 customers by June Raise demo requests from 1.2 to 2 percent of visits Get 40 qualified leads a month ## 3. Target customers Retail chains with 10 to 200 shops. The buyer is the head of operations or finance, who wants to see which shops lose money. ## 4. Message and positioning 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. ## 5. Channels and activities 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 ## 6. Calendar 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 ## 7. Budget **Total:** EUR 60,000 Content and search: EUR 20,000 Events: EUR 18,000 Paid advertising: EUR 15,000 Tools and other: EUR 7,000 ## 8. Measuring success Website visits and demo requests every week Leads by channel Cost to win a customer Customers won We will review the numbers every month and move money to the channels that work best. ## 9. Risks A trade show is cancelled Search results change A competitor lowers prices ## 10. Next steps Approve the plan and the budget, give each activity an owner and a start date, and set up the numbers to be measured before the first campaign begins. Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Sales and marketing ## What this template is for A marketing plan template: goals, target customers, positioning, channels, a calendar, budget, measures of success and risks. Fill it in, then Word or PDF. 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](https://nerix.ai/templates/sales-marketing) Sales and marketing ## What you fill in The form asks for 13 details. The document fills itself in as you type. - ### 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 Sales and marketing ## What is inside The parts of this document, in order. - 1 1. Where we are today - 2 2. Goals - 3 3. Target customers - 4 4. Message and positioning - 5 5. Channels and activities - 6 6. Calendar - 7 7. Budget - 8 8. Measuring success - 9 9. Risks - 10 10. Next steps Templates ## How it works - 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. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=marketing-plan) ### Was this template helpful? Sales and marketing ## Questions people ask ### 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? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### 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? Yes. Open the template in the nerix chat and ask for a shorter, warmer or more formal version, then check every fact before you publish. Templates ## More in Sales and marketing - [Brand guidelines summary Put your brand rules on one page: voice, logo, colours, fonts, images and what not to do. Sales and marketing](https://nerix.ai/templates/brand-guidelines-summary) - [Campaign performance report Report how a marketing campaign did against its goals, what it cost and what to do next. Sales and marketing](https://nerix.ai/templates/campaign-performance-report) - [Competitor analysis Compare your main competitors on offer, price, customers and strengths, then decide where you can win. Sales and marketing](https://nerix.ai/templates/competitor-analysis) - [Content calendar Plan what you publish, where and when: goals, channels, themes, and a dated schedule with an owner for each piece. Sales and marketing](https://nerix.ai/templates/content-calendar) - [Customer case study Tell a customer's story with real numbers: the problem, what you did and the result. Sales and marketing](https://nerix.ai/templates/case-study) - [Customer churn review Review the customers you lost in a period: how many, why, the warning signs and what to fix. Sales and marketing](https://nerix.ai/templates/customer-churn-review) [See all Sales and marketing templates](https://nerix.ai/templates/sales-marketing) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [Long documents](https://nerix.ai/product/long-documents) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [Sales and marketing](https://nerix.ai/templates/sales-marketing)