Marketing Plan Resources

Written on 11/08/2024
Margarita Eberline


Marketing plan worksheet template

Plan your sales and set goals for your marketing

Overview

Use this worksheet to plan out your marketing before executing projects. Use it to forecast results and set goals.

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This worksheet exists in the Google Drive. Click below to view it, then make a copy and start editing it.  

Open Worksheet

 


Sales forecast worksheet

Forecast your sales and calculate your marketing ROI

Overview

Use this worksheet to plug in some numbers and forecast your total sales for the year, by month. You can also calculate your marketing ROI to estimate the return you'll get from each marketing dollar invested.

 

Instructions

1. Input information about your planned sales and marketing activities into the worksheet, including the total monthly budget, estimated sales, and average customer lifetime value.

2. The worksheet will generate an estimated cost per lead acquisition

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This worksheet exists in the Google Drive. Click below to view it, then make a copy and start editing it.  

Open Worksheet

 


Business plan workbook

Create a new plan or update the one you have

Overview

Use this workbook to plan out your sales, marketing, and more. This worksheet covers all of the important questions you should ask yourself as you make important decisions for your business.

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 Download the Workbook Below

Business-Plan-Workbook.pdf

 


Social media planner

Plan out your social media content for the month

Overview

Use this worksheet to plan out your posts for social media, one month at a time. Plan out your content in advance so you can easily schedule posts, track hashtag campaigns, and monitor the success of your social media campaigns.

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This worksheet exists in the Google Drive. Click below to view it, then make a copy and start editing it.  

 

Social Media Calendar and Planner