The planning template our team uses to turn marketing spend into pipeline. Fill it in for your business. It forces the three decisions most plans skip: who you are after, the one number that matters, and what you will actually do each month.
Every plan needs a single primary metric. Pick the one that maps closest to revenue.
| Field | Your answer |
|---|---|
| Primary goal (one metric) e.g. qualified leads/month, revenue, demos booked | |
| Current baseline | |
| 90-day target | |
| Monthly budget |
Marketing that talks to everyone converts no one. Name one primary audience.
| Field | Your answer |
|---|---|
| Who they are (role, company size, industry) | |
| The pain you solve | |
| Where they spend attention (channels) | |
| What makes you the obvious choice |
Choose up to three channels. More than three this quarter means none get done well.
| Channel | What you will do | Owner | Monthly budget |
|---|---|---|---|
Fix tracking, launch the first campaign, ship the fastest conversion improvement.
Double down on the best early channel. Cut what is not moving the number.
Test and refine the winners. Build the repeatable system you carry into next quarter.
Fifteen minutes every week against four questions. This is what keeps a plan alive.
| Question | This week |
|---|---|
| Where is the primary number vs target? | |
| What moved it most? | |
| What is not working and should stop? | |
| One change for next week? |
Use the free Marketing ROI Calculator to see what your current spend returns, where you rank against benchmarks, and the three moves that lift it most. Then build this plan around the gap.