How to Make the Most of Your Free Printable Marketing Plan Worksheet

You’ve seen them on social media and maybe even in your local newspaper. Those colorful, sticky notes with all the important information, ideas and to-do’s for your marketing campaign right there on the note. Pretty cool, right?

Well, maybe. We all love a good sticky note, but when it comes to actually using them in a way that supports your marketing goals and strategies, not so much. Even if you are a regular user of sticky notes or perhaps even love them, you might be wondering how you can make the most of your free printable marketing plan worksheet.

Here’s a thing. Sometimes those colorful sticky notes that you’ve been so happy to receive come with a catch. There’s usually a fine print at the bottom of the page that states, essentially, that the information you’ve been given is not legal advice and that you should not rely upon it as such. So, while it would be great to have all that awesome content right at your fingertips, remember:

You must be careful with what you do with the information you gather. The last thing you want to do is put yourself in legal jeopardy by doing something (stealing an idea, for example) that may not have been approved or even suggested by your consultant. So, be smart.

With that in mind, let’s go over how you can put this free printable marketing plan worksheet to good use.

Use The Worksheet For Planning

We’re not trying to be harsh. We really truly think that this free printable marketing plan worksheet is fantastic because it provides you with all the information you need in one place at the click of a button. Awesome. That’s what we always like to hear. However, sometimes the best plan isn’t the one you’ve been given. Sometimes you need to switch gears and come up with a new plan of action. That’s why we need a worksheet like this in the first place. It gives us the flexibility to change what we need to change, when we need to change it.

When you’ve been given the green light to change something about your business, whether it’s a new products you want to sell or an improvement you want to make, having all the correct information at your fingertips is a must. Especially since it won’t always be available to you everywhere you go. So being able to pull out that worksheet and have all the information you need at the tip of your fingers is vital. It’ll make you a much more well-rounded, successful business owner.

Make A Plan

Speaking of which, did you know that it’s a good idea to make a plan before you start executing? Like any good military strategist would do, making a plan sets the tone for the entire operation. It gives you a clear picture of what you should be doing and what you need to avoid. It also helps you make the most of your available resources.

It’s pretty cool how this free printable marketing plan worksheet is designed. Instead of just giving you a long list of tasks with no structure or guidelines, it presents them in a way that’s easy to follow. So you’ll have plenty of direction as you go through the process of creating your marketing plan. Remember: there’s no rush to put this plan in place. Take your time and make sure you do it right. You can revise it as often as necessary.

Consider The Influencers

One important thing to keep in mind when developing your marketing plan is who you’re marketing to. This is especially significant if you’re a new business or if you’re struggling to gain recognition in your chosen industry. In these situations, it’s important to consider whether or not you should be reaching out to influencers (famous people in your niche) to help promote your products or service.

Sometimes the best way to get some buzz going is to go after influencers. By getting them to talk about or mention your brand, products or service in their content, you’re setting yourself up for free publicity. Which, in turn, can translate into new customers or even brand loyalty. Just keep in mind that reaching out to influencers can be perceived as spammy, so be careful with whom you approach.

Get Inspired

Just because your consultant gave you a printed out version of a marketing plan template, that doesn’t mean that you need to follow what they’ve written. That’s like telling a carpenter, “Here, you need to choose which wood to use for your project.” And then he goes out and chooses some random tree, because, well, that’s what he could find in his backyard.

Instead, you need to get inspired by what you see around you. Look for opportunities to grow your business, but don’t forget about the parts of your daily life that you can use to inspire you. Talk to your consultant. Ask them for inspiration. You can also tap into your network of friends and colleagues for advice and recommendations. And look out for trends. Understand what’s happening in your industry, and use that to your advantage. We’re sure there will be something that’ll spark an idea or connection that’ll help you develop a creative, unique marketing plan. Plus, it never hurts to be inspired. Sometimes a simple change in perspective can give you a new and better perspective on an issue.

Make A List Of What You Need

Now that you have a basic idea of what you need to include in your plan, it’s time to start preparing. The first thing you need to do is make a list of everything you need. It’s easy to get distracted by all the shiny objects out there and forget about what’s actually necessary for your business to run smoothly. So it’s important to take a step back and establish some ground rules. Make a list of everything from paper supplies (you’ll need plenty of that) to website domain names to phone numbers to social media accounts. You get the idea.

You don’t want to put yourself in a situation where you’re scrambling to get all this information together and then realize you’re missing a necessary element. That’s a recipe for disaster.

Divide The List Into Groups

Your list of essentials probably has more than a few items on it. It’s no secret that managing a small business can be chaotic, especially if you’re just getting started. There are so many details to think about, and so much to do on a daily basis that it can be hard to keep track of everything. That’s why it’s important to group similar items together to make the process easier. For example, you can have a group labeled, “Office Supplies,” and another group for, “Public Relations.”

Groups should be based on what’s similar or related to each other. So, if you have items on your list that are directly related to advertising and marketing (like a website or a social media account), you can put them in the same group.

It’s also a good idea to think about whether or not you need a computer scientist to create a marketing plan for your business. While it’s great to have a team of people helping you, it might be better to have a specialist come in and take care of all the techy stuff for you. After all, computers and the internet can break down, and it’s not always easy to fix them. Especially if you’re not a professional.

Think About The Budget

Your plan should include a budget. This is especially important if you’re looking to put a new business in place or if you’re not exactly sure how much you can spend on advertising and marketing. With a budget, you can determine how much you can spend on specific items (like a new website) and how much you need to set aside for the project as a whole. Which, in turn, will help you determine how much you can actually spend.

Planning Is Not Just Limited To Marketing

We would be doing you a great disservice if we didn’t mention the importance of planning. Even if you’re not launching a marketing campaign or plan at the moment, developing a solid strategy is vital for your business’ long-term success.

It’s easy to get distracted by the need to create a marketing plan and forget about the bigger picture. That’s why it’s important to take a step back and establish some ground rules before you begin. Make a list of everything from sales to delivery to refunds to accounting. Once you have that list, it’s easier to see the big picture and work your way toward a strategy that’ll make your business successful.

Also, keep in mind that marketing isn’t the only area that you need to plan. You have to do the same with your sales and delivery strategy, as well as work to grow your customer base.