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2014 Marketing Planning Tool Example
2014 Marketing Planning Tool Example
2014 Marketing Planning Tool Example
Grow - Increase revenue / margin Contribution from the existing customer base
Retain - Reduce Churn of existing customer base
Acquire - Acquire New Logo customers
Goals
Objectives
Strategies
Strategies
Tactics
Audience Check-off
Execution
Mktg Ops
Sales
Regions
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Company Campaign Q3/Q4 Heavy Roll-out: Harvest learnings to drive maximum inquiries
Agencies
x
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Sales Team
GTM
Partners
Company
Sales
Regions
Grow
Retain
Acquire
Company
x
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Affiliates, Channel,
etc.
Assoc.
Mktg Ops
Sales
Regions
Grow
Retain
Acquire
Sales Team
GTM
Partners
GTM
Partners
Mktg Ops
Affiliates, Channel,
etc.
Assoc.
Mktg Ops
GTM
Partners
Grow
May
June
July
August
Sept
Oct
Nov
Dec
Jan
Feb
March
April
May
June
July
August
Sept
Oct
Nov
Dec
Jan
Feb
March
April
May
June
July
August
Sept
Oct
Nov
Dec
Retain
Jan
Feb
March
April
May
June
July
August
Sept
Oct
Nov
Dec
Agencies
Jan
Feb
March
April
May
June
July
August
Sept
Oct
Nov
Dec
Jan
Feb
March
April
May
June
July
August
Sept
Oct
Nov
Dec
Support
(internal or
External)
Agencies
Acquire
Company
Support
(internal or
External)
Agencies
x
x
x
x
x
X
X
Company
Support
(internal or
External)
Grow
April
Company
Acquire
GTM
Partners
March
Sales Team
Feb
Acquire
Sales
Regions
Jan
x
x
Dec
Sales Team
Nov
Retain
Sales
Regions
Affiliates, Channel,
etc.
Assoc.
Comprehensive LinkedIn Acquisition campaign plan
Oct
Grow
GTM
Partners
Sept
Agencies
Sales Team
August
July
X
X
X
Sales
Regions
June
May
Mktg Ops
April
Support
(internal or
External)
March
x
x
Affiliates, Channel,
etc.
Assoc.
Feb
Company
Jan
x
x
Mktg Ops
Sales Team
Agencies
x
x
x
x
x
x
Acquire
Support
(internal or
External)
Develop Automated Campaign for New Targets (Quarterly roll-outs to new contacts)
Retain
Affiliates, Channel,
etc.
Assoc.
Grow
Support
(internal or
External)
Timing
Affiliates, Channel,
etc.
Assoc.
Retain
Affiliates, Channel,
etc.
Assoc.
Mktg Ops
Sales
Regions
Grow
Retain
Acquire
Company
Support
(internal or
External)
Agencies
Sales Team
GTM
Partners