Sales and marketing template

Free

Marketing plan template

An eight-slide marketing plan: goals as big numbers, the audience, key messages, a channel table, how effort is split across channels (a pie chart), a campaign calendar and how you'll measure success.

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Who it's for

Marketing teams, founders and freelancers planning a quarter, a launch or a campaign.

What's in it

8 slides in the Meadow theme, with speaker notes where they help. Change the theme, the text and the layout of any slide.

Fonts: Lato

Every slide

The presentation you get. Replace the words in brackets with your own.

Coming soon

  1. Marketing plan

    [Period] · [Team name]

    Slide 1

  2. Goals

    5,000

    new sign-ups

    25%

    more visits from search

    3

    partner campaigns

    Slide 2

  3. Our audience

    • Who they are

      • Small and growing teams

      • Busy, practical, short on time

    • What they need

      • Tools that work on day one

      • Clear answers, not jargon

    Slide 3

  4. Key messages

    • Get started in minutes

    • Everything your team needs in one place

    • Help from real people when you need it

    Slide 4

  5. Channels

    Channel

    Purpose

    Main measure

    Search and website

    Be found by people looking for a solution

    Visits and sign-ups

    Email

    Turn sign-ups into active users

    Activation rate

    Social media

    Build awareness and trust

    Reach and shares

    Partners

    Reach new audiences

    Referred sign-ups

    Slide 5

  6. Where the effort goes

    Pie chart: Share of effort, 4 slices40252015Share of effortSearch and websiteEmailSocial mediaPartners
    Pie chart: Share of effort, 4 slices
    CategoryShare of effort
    Search and website40
    Email25
    Social media20
    Partners15

    Search first

    Most new customers find us by searching, so it gets the largest share.

    Review the split halfway through the period.

    Slide 6

  7. Campaign calendar

    Month 1: Prepare

    Month 2: Launch

    Month 3: Grow

    Refresh the website, write the guides, line up partners.

    Announce, run the email series and the first partner webinar.

    Share customer stories and run the second and third partner campaigns.

    Slide 7

  8. How we'll measure success

    • Weekly: visits, sign-ups and activation

    • Monthly: cost and quality of each channel

    • End of period: goals met, and what we learned

    Slide 8

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