Marketing Planning Tool

Organize your marketing efforts with this online planner. Answer some key questions, so we can start building your marketing plan and send you recommendations on next actions to take.

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Welcome to the Marketing Plan Tool.

There are four sections of the plan: Your company; Your Customers and Market; Your Strategy and your Go-to-market Approach; Budget and Timeline. Please save this document to your device after completion.

Section 1: Your Company

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1/7What is the name of your company?
Question 1/7

What is the name of your company?

2/7What is your forecasted annual revenue?
Question 2/7

What is your forecasted annual revenue?

$ Next
3/7What is your percentage growth rate this year?
Question 3/7

What is your percentage growth rate this year?

% Next
4/7How many employees are in your organization?
Question 4/7

How many employees are in your organization?

1 - 20
21 - 50
50 - 200
200+
5/7How many in house marketing employees or external agency staff are actively employed full time in marketing?
Question 5/7

How many in house marketing employees or external agency staff are actively employed full time in marketing?

0
6/7Describe your business model
Question 6/7

Describe your business model

7/7What % of revenue will you dedicate toward marketing this year?
Question 7/7

What % of revenue will you dedicate toward marketing this year?

Under 4%
5-10%
>10%

Section 2: Your Customers and Market

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1/4Are you primarily serving Small and Medium-sized Businesses (SMBs) or Enterprise level customers?
Question 1/4

Are you primarily serving Small and Medium-sized Businesses (SMBs) or Enterprise level customers?

SMB
Enterprise
Both
Consumer
2/4Does your company focus across multiple verticals? If so, how many?
Question 2/4

Does your company focus across multiple verticals? If so, how many?

One vertical
2 - 3
3 or more
3/4What roles/titles within a company do you work with? (select all that apply)
Question 3/4

What roles/titles within a company do you work with? (select all that apply)

4/4Who influences the buying decision? (select all that apply)
Question 4/4

Who influences the buying decision? (select all that apply)

Section 3: Your Strategy and Go-To-Market Approach

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1/7What service or solution will be the focus of this marketing campaign?
Question 1/7

What service or solution will be the focus of this marketing campaign?

2/7Will you be marketing to new customers, or existing or both?
Question 2/7

Will you be marketing to new customers, or existing or both?

New
Existing
Both
3/7With this campaign, what pain points are you trying to solve for your customers?
Question 3/7

With this campaign, what pain points are you trying to solve for your customers?

4/7What are the top three benefits of the service or solution?
Question 4/7

What are the top three benefits of the service or solution?

5/7What makes your company different from your competition?
Question 5/7

What makes your company different from your competition?

6/7How do you usually sell this solution or service? (select all that apply)
Question 6/7

How do you usually sell this solution or service? (select all that apply)

7/7What successful marketing efforts have you employed during the past year? (select all that apply)
Question 7/7

What successful marketing efforts have you employed during the past year? (select all that apply)

Section 4: Budget and Timeline

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1/8What are your sales goals for this campaign? (select all that apply)
Question 1/8

What are your sales goals for this campaign? (select all that apply)

2/8What are your marketing goals for this specific solution/service offering? (select all that apply)
Question 2/8

What are your marketing goals for this specific solution/service offering? (select all that apply)

3/8What is your total revenue goal for this particular cloud solution/service?
Question 3/8

What is your total revenue goal for this particular cloud solution/service?

$ Next
4/8What is your average deal size for this service or solution?
Question 4/8

What is your average deal size for this service or solution?

$ Next
5/8How many leads do you need to get one sales presentation for this service/solution?
Question 5/8

How many leads do you need to get one sales presentation for this service/solution?

6/8What percentage of sales presentations do you close?
Question 6/8

What percentage of sales presentations do you close?

% Next
7/8How much budget are you willing to allocate to this campaign?
Question 7/8

How much budget are you willing to allocate to this campaign?

0
8/8When would you like to execute these activities?
Question 8/8

When would you like to execute these activities?

Jan-Mar
April-June
July-Sept
Oct-Dec