Marketing Strategy Excel Template

By | April 12, 2023

Marketing Strategy Excel Template – In this article, you’ll find a wide variety of marketing campaign templates crafted by experts that you can customize to suit your needs. These free templates are available for download in Word, Excel, and PDF formats.

On this page you will find a downloadable marketing campaign management plan template and marketing campaign budget and ROI template, a step-by-step guide to creating a marketing campaign plan, and the 5 most important things to implement for a successful campaign.

Marketing Strategy Excel Template

Marketing Strategy Excel Template

This marketing campaign management plan template helps you organize and manage every step of the campaign process, from planning to execution. Use this template to include your campaign goals, creative concept, calendar, messaging, promotion plan, test, launch, and more.

Free Marketing Campaign Templates

Use the pre-built marketing campaign brief template to detail your marketing campaign. This template has space to define the campaign goal, objective, target audience, resources, budget, marketing channels, goals, key paths and more to ensure clear expectations and direction before the marketing campaign begins.

The pre-built product marketing campaign template is customizable and designed for established businesses and startups. This template guides you through every step of the campaign process, including planning, developing creative content and assets, ad planning, testing, launching and measuring performance.

This campaign media plan template allows you to describe your campaign’s media types and approximate impressions, costs, responses, and conversion rates. Once you’ve entered all the values, the estimated number of total responses, conversions and spend will be automatically calculated using built-in formulas. At the top of the template, enter the total number of impressions your campaign needs to generate to reach the campaign goal. Then sort your media by category and enter your estimated values ​​to calculate overall response and conversion rates.

Use this template to organize your marketing campaign budget and calculate your initial return on investment (ROI). Enter the cost name, cost, unit quantity, and unit price for each category. Then enter your projected income, return and hurdle rate. After you enter all the values, the total will be automatically calculated using built-in formulas, including costs, cost changes, ROI, and the maximum amount you can spend to reach your ROI goal. This template also allows you to compare budgeted costs with actual costs and provides space to add important notes.

Marketing Plan Templates With Guide

Use this pre-built template to build and customize a professional marketing campaign proposal. This template has space to provide an executive summary, company introduction, client information, campaign goals, timeline, costs, payment terms, and more to effectively communicate your proposed solution to the client.

This marketing campaign reporting template lets you report on key metrics of your campaign, including total reach, website visits, leads generated by the source, leads generated by your marketing efforts, conversion rates, and more. Use this template to track and analyze your campaign results by marketing channel to see where you are most effective.

In this section, we will provide a step-by-step guide to the process of planning a marketing campaign. Since the campaign plan is only one aspect of the marketing plan and is focused on a specific goal, it is important to have your marketing plan in place before you begin.

Marketing Strategy Excel Template

When you​​​​ start with an end in mind, you create a place where you can build a campaign roadmap.

Sales Plan & Sales Strategy Templates [word & Excel]

During this step, it is important to ensure that your marketing campaign goals align with and support your overall business goals. For example, if your business goal is to reach a new market, your marketing campaign should target new customers.

Once your team is focused on a common goal, the next step is to define your target audience. With the previous example, if the goal of the company is to expand into a new market and the goal of the campaign is to target new customers, the next step is to identify and understand the group of buyers who you want to achieve with your marketing. message

Because it is not effective or practical to target every consumer, focus your marketing efforts on the market most likely to buy your product or service.

Here are some steps to answer the above questions and discover your target market:

Marketing Campaign Strategy: The Race Framework Your 5 Step Plan

Once you have identified your target audience, create a visual representation of your ideal customer. You can read about this process in Easy Steps to Create a Buyer Persona Using Free Customer Profile Templates.

After you’ve done your research and identified your target audience, hold a brainstorming session with your team to identify a common theme or message that resonates with your target buyer and builds empathy for your product or brand.

When reviewing feedback, consider how successful campaigns have worked for you and your competitors in the past.

Marketing Strategy Excel Template

To effectively get your message across to your target audience, you need to analyze where (online and offline) and how often. The next step is to research traditional and digital marketing media to determine which tactics will be most valuable.

Marketing Roi Calculator Excel Template

In addition to choosing the right channel, it is important to plan for the frequency and frequency of your campaign that will generate the most valuable income. In marketing terms, reach refers to the number of people who receive your message;

It shows how often you get your message to them. Because resources are limited, the goal is to determine: should you post your message less often to a large percentage of your target market, or should you reach a smaller portion of your target market more than once in a given period? time

The goals of a business campaign and marketing campaign, together with the needs of the target buyer, determine the details of the next two actions: the specific channels to which you can allocate your time and resources, and the reach and frequency of your campaign. The successful implementation of these two actions in turn has the greatest impact.

This step takes the creative concept as the overall theme of the campaign and links it to the marketing channel strategy to develop a media and messaging plan. The media plan should show how the media will integrate and support each other to achieve the goals of the campaign.

Email Sequence Contact Strategy Template

Analyze the information you gathered in the previous steps to develop a content and asset development strategy. This strategy should reach the target customer in the desired channels at the right time. It should also resonate with them and motivate them to take the desired action.

In this step, list the talent and creative assets needed to execute your campaign. Remember that you need to outsource content to an agency or you can create assets in-house.

Once you have determined the resources you need, determine when results should be delivered and the sequence of results for the campaign.

Marketing Strategy Excel Template

Once you’ve determined the necessary campaign resources, make sure the plan is realistic and within your budget for each category (eg marketing channels, creative asset development, hired talent).

Free Download > Marketing Calendars

After completing these steps, conduct a survey to compare the estimated amounts with the maximum amount allocated in the budget and collect the prices for each item. For example, let’s say you’ve allocated 30 percent of your campaign budget to marketing channels, and the maximum amount you’ve committed to a specific marketing channel is $1,000,000. After doing your research, you realize that you need about $1,500 for this particular marketing channel to satisfy your goal. In this case, you should re-evaluate your campaign’s priorities and timeline and plan your budget accordingly. In some cases, this adjustment means shelving low-priority, low-cost initiatives so you can focus resources on higher-priority, higher-cost marketing efforts.

A successful marketing campaign budget must align the needs of the target audience with the company’s goals.

Create initial cost estimates for your campaign by viewing our free pricing templates, and plan your budget by downloading one of our free marketing budget templates.

In this step, create a strategy and outline the necessary procedures to align your campaign goals with your actual end user results in time.

Marketing Plan Templates (5 X Word + 10 Excel Spreadsheets)

By looking at the call-to-action in each of your marketing channels, learn how potential customers will respond to your campaign, and start mapping out your execution plan. Will the prospect respond to your offer with a phone call? Will they fill out the form and submit it? Will they take action on your social media page? Your plan should detail your future activities. You must also define a follow-up strategy for these actions – the next steps and who is responsible.

As it grows