Marketing Plan Template

Executive Summary

Write a high-level summary of your marketing plan (tip: write once at the beginning of process and revise at the end)

Market Place Analysis

Identify your position in the market.

Company Analysis

  • Goals
  • Strengths
  • Weaknesses
  • Current Market share

Customer Analysis

  • Description
  • Customer Base (size)
  • Purchase Preferences
  • Value Definition

Competitor Analysis

  • Description
  • Market Share
  • Strengths
  • Weaknesses
  • Value Proposition
  • Pricing

Partner Opportunities

  • Distribution Channels
  • Wholesale Channels
  • Partnerships (VARs)

SWOT Analysis

  • Strengths - Your strengths
  • Weaknesses - Your Weaknesses
  • Opportunities - Market opportunities
  • Threats - Market threats

PEST Analysis

  • Political factors
  • Economic factors
  • Social factors
  • Technological factors

Market Segmentation

A market segment is a sub-set of a market made up of people or organizations with one or more characteristics that cause them to demand similar product and/or services based on qualities of those products such as price or function.
 

  • Segment Description
  • Gender
  • Price
  • Interests
  • Support Needs

Marketing Strategy

Product/Service

  • Brand Decisions
  • Product Scope
  • Cost Factors

Price

  • Price
  • Discounts
  • Bundling
  • Payment Terms and Financing Options

Distribution (Place)

  • Distribution channels
  • Channel Motivation
  • Distributor Evaluation
  • Locations
  • Logistics

Promotion

  • Marketing Channels
  • Media Options
  • Public Relations
  • Promotional programs
  • Budget
  • Projections

Forecasts and Projections

Build a spreadsheet(s) including the following:

  • Sales or Acquisition curve (60 month)
  • Conversion rates of selected marketing efforts
  • Costs of marketing efforts
  • Costs of sales
  • Revenue
  • Break even
  • Net figures

Summary

Conclude plan findings and commit to a marketing approach.

 

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