Assumptions 2 Final Goal

Start Goal 600 Actual MTD

Final Goal 6,000 % Complete Toward Goal
Stretch Goal 7,000 % Through Month
Months To Complete Goal 12
Stretch Goal
% Complete Toward Stretch Goal

Month #
 Goal Tracking

January February March April May June July

638 750 938 1,200 1,538 1,950 2,438
300.00
47.06%
22.58%

644 778 1,000 1,311 1,711 2,200 2,778

46.55%

1 2 3 4 5 6 7
50% 55% 59% 64% 68% 73% 77%
August September October November December
3,000 3,638 4,350 5,138 6,000

3,444 4,200 5,044 5,978 7,000

8 9 10 11 12
82% 86% 91% 95% 100%
 SWOT Analysis

Strengths

Weaknesses
*Now that you've drafted your rough ideas, enter a cleaner copy into the PowerPoint deck that complements this m
WOT Analysis

Opportunities

Threats
as, enter a cleaner copy into the PowerPoint deck that complements this marketing strategy template kit.
 Marketing Persona

Target Audience Statement

Statement:

Basics
Persona name:
Job title:
Job responsibilities:
Gender:
Age:

Company Information
Company size:
Team size:
Location:

Emotion
Reason they search for a solution:
Why they choose us:
#1 benefit they get from us:
Closest competitor(s) they'd consider:
Customer quote:
Favorite blogs + resources:

Image
Link:

*Now that you've drafted your rough ideas, enter a cleaner copy into the PowerPoint deck that complements this m
 Marketing Persona

r rough ideas, enter a cleaner copy into the PowerPoint deck that complements this marketing strategy template kit.
ting strategy template kit.
 Brand Positio
Relevancy:
Uniqueness:
Credibility:

Statement:

Brand Voice

Statement #1:
Statement #2:
Statement #3:

*Now that you've drafted your rough ideas, enter a cleaner copy into the PowerPoint deck that complements this m
 Brand Positioning

{Insert target audience} trust {insert your brand} as the {insert unique product or service category} that {insert primary benefit} b

We are {insert desired perception}, but we are not {insert antonym of desired perception}.
We are {insert desired perception}, but we are not {insert antonym of desired perception}.
We are {insert desired perception}, but we are not {insert antonym of desired perception}.

at you've drafted your rough ideas, enter a cleaner copy into the PowerPoint deck that complements this marketing strategy tem
Marketing Tactics
 Description 10x

Is this a 10x growth opp or

Name Why it just might work / What we'd do
10% improvement?

Scoring Key: 5 is best / 1 is

worst
 Marketing Projec
Marketing Tactics Effort Maximize

Does this idea complement Will this take lots of team time Does this maximize content
our marketing tactics? or require outside help? we already have?
Marketing Project Backlog
Maintenance / Ongoing Cred Audience

Can we publish this and reap Will this establish insane

Does this target the right kind
lots of long-term benefits with credit as a big player in our
of prospects?
little ongoing effort? niche?
 Cost Partnership Opportunities Expectation

Does this give us an Does our audience simply

Is this cheap or expensive to
opportunity to connect with expect a company like us to
create and maintain?
influencers? do this?
 Score

This is the sum. Sort this data

and work on the highest-
numbered projects first!

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
Assumptions Final Goal
Marketing Goal Acquisition Cost $13.75 Monthly Budget
Marketing Operational Costs $28,529.00
Stretch Goal
Monthly Budget
 Marketing Budget

January February March April May June July

638 750 938 1200 1538 1950 2438
$37,294.63 $38,841.50 $41,419.63 $45,029.00 $49,669.63 $55,341.50 $62,044.63

644 778 1000 1311 1711 2200 2778

$37,390.11 $39,223.44 $42,279.00 $46,556.78 $52,056.78 $58,779.00 $66,723.44
August September October November December Annual Budget
3000 3638 4350 5138 6000
$69,779.00 $78,544.63 $88,341.50 $99,169.63 $111,029.00 $776,504.25

3444 4200 5044 5978 7000

$75,890.11 $86,279.00 $97,890.11 $110,723.44 $124,779.00 $838,570.22
 Marketing Project Name
Team
Project/Campaign Content Who is involved?
Project Prep
Talking Points/Theme/Launch Brief
Promotion Checklist
Team Huddle
Branding/Design

Pre-Promotion
Landing Page
Blog Post
Emails
Social Campaign
Video
Facebook Ads
AdWords
Newsletter

Launch
Landing Page
Blog Post (Promoting Project)
Blog Post (Teaching How To Do Project Yourself)
Social Campaign
Webinar/Workshop
Demo
Facebook Group/Engagement
Video
Press Coverage
Resource Library
Email
Newsletter

Post Launch
Emails/Automation
Landing Page
Survey
Marketing Project Name
Completed Progress Notes
Y/N How close is this to complete?
 Sprint Content
Week Dates

Landing Page

Educational Course Content Example 1

Content Example 2
Content Example 3
Content Example 4
Content Example 5
Content Example 6

Emma Tupa
Megan Otto
Leah Schothorst
Ashton Hauff
Ben Sailer
Rachel Wiinanen
Jordan Loftis
 2018/01/01-05 2018/01/08-12

Write landing page Design wireframe

Design social media graphics
Design Facebook ads

Write blog post Design blog post

Write
 Marketin
2018/01/15-19 2018/01/22-26

Code/prep for publish

Write social media messages Promote on social media
Write Facebook ads Launch Facebook ads
Write emails Send emails
Code/prep for publish
Design Code/prep for publish
Write Design
Write
Marketing Sprint Backlog
2018/01/29-02/02 2018/02/05-09

Promote
Code/prep for publish Promote
Design Code/prep for publish
Write Design
Write
 2018/02/12-16 2018/02/19-23

Promote
Code/prep for publish Promote
Design Code/prep for publish
Write Design
 2018/02/26-03/02 2018/03/05-09

Promote
Code/prep for publish Promote