Marketing Strategy Template for Any Size Marketing Team

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Are you struggling to keep up with your marketing strategy template?
Is it becoming harder to create a template that works for your startup?
Does all this talk of strategies and templates just sound like Greek to you? 
A marketing strategy template is a roadmap that explains your marketing plan to the stakeholders in your entity. Marketers need this guide to explain to other stakeholders how they can support your marketing vision. 
If you plan on making sales, start with a marketing strategy template for any size marketing team. Your marketing efforts will benefit from a solid strategy and plan. 
With a proper template and infographics, your marketing activities will have a solid road map for execution. While a marketing plan or strategy template is easy to make, many people lack the know-how. 
But that doesn’t mean you can’t reap the benefits of a template, no matter the size of your team or project. Let’s get started.

What is a Marketing Strategy?

A marketing strategy refers to the entire game plan to convert your target audience into customers.
Creating a meaningful marketing strategy requires a proper template. A template should center your focus on that strategy.
Keep in mind that a marketing strategy differs from a marketing plan; it’s a foundation for a business marketing plan. 

Building a Marketing Strategy Template

When you’re creating a marketing strategy template, you want it to be useful in multiple circumstances for different projects and campaigns. The best way to do this is to include key, high-level sections that your marketing team will follow when they plan out their marketing strategies, tactics, and tasks.
Any effective marketing strategy template will include the following:

  • An executive summary
  • Business information
  • Marketing goals
  • SWOT, customer, and competitive analyses
  • Budget
  • Branding or brand identity
  • Marketing funnels
  • Marketing channels

Let’s get into the details of each section of your template.

Executive Summary

Start off any template you create with an executive summary. This is where your team will give a brief overview of the marketing activities they will undertake.
This section will make it easy for anyone in your organization or involved with your projects to understand your marketing efforts without having to sink themselves deep into your marketing strategies. It’s especially helpful when working with teams that aren’t related to marketing (hello, product engineers).
It will also force your marketers to distill the key information into a succinct explanation.

Business Information

Include any relevant business information early in your marketing strategy template. This encompasses a mission statement, headquarters, and marketing team. 

Marketing Goals

Creating SMART goals for all your marketing activities can help you get your marketing on the right path. For instance, instead of stating you want to grow your business, use KPIs like “I want to expand my customer base by 600k.”
Including marketing goals in your strategy template will help keep your team focused on the desired outcome. It will also force them to consider whether chosen goals are, in fact, SMART.

SWOT, Customer, and Competitive Analyses

Everything you learn from your various analysis efforts will inform your marketing strategies, allowing you to better target your audience and deliver content effectively. 
A SWOT analysis will provide you with a deep examination into your business to evaluate your strengths and weaknesses. This step is critical to any strategy, so should always be included in any marketing.
Customers grow business, so it’s crucial that you keep a close eye on them and their behavior. Once you learn to answer their needs with your products, they will never consider your competitors.
Any truly useful marketing template will include customer analysis for this reason. This section will detail customer research, demographic research, and possibly a buyer persona. 
Finally, include a section for competitor analysis. Now, you never want to copy your competitors (you’re vying for the same customers, after all, so set yourself apart), but you can learn a lot from both their successes and weaknesses.
Including this section about your competitors can demonstrate how your team’s strategy will fit into the market.

Marketing Budget

Everything comes with a budget, so be sure to mention how you’ll pay for your marketing activities in your plan. Set a budget that can carry you through the marketing campaign.
You’ll go into detail about the resources you’ll need to include. However, ensure that the budget is reasonable that it will not cripple the entire mission. Also, if too little, you may have to give up some things to make it all work.

Branding Voice, Tone, and Identity

Branding makes marketing straightforward. The presentation should be eye-catching to convince the customer to buy and express a message that says “we understand your pain points.”
Document your brand voice parameters so that it is easy to follow and understand. Dictating a clear brand tone and voice will also make content creation much easier for your creative team.
You could even include your brand identity in the template (rather than having different teams come up with these details each project) to streamline your planning process. With a template in place, you can rest easy knowing that your marketing teams will remain consistent across marketing channels. 

Marketing Funnels

A refresher on marketing funnels will help your marketers build a more suitable strategy. The funnel begins when a customer identifies a need and ends with the transaction to buy the product that addresses their needs.
The stages of a funnel are:

  • TOFU, the top of the funnel, or when your target market gains awareness of different products on the market.
  • MOFU, the middle of the funnel, where they begin to research the products available.
  • BOFU, the bottom of the funnel, is when they decide to buy the product. It could be from you or your competitor.

Understanding the funnels allows you to pick the right messaging that addresses the buyer’s concerns and needs at every stage. Some funnels may have more than three stages above but nothing more than seven.
Even after they make that transaction, target messaging can foster brand loyalty.

The Best Marketing Channel

Finally, you’re marketing plan will be dependent on which channel is will run on. Your template should naturally include marketing channel recommendations since this will inform many of the decisions you make regarding marketing efforts.
Even using a template, there are so many marketing channels that it gets complicated choosing the right one for your business. Placing the right messages at the right place and at the right time can make or break any marketing strategy.
Here is a breakdown of some of the most important places you can connect with your customers, in case you’re at a loss for what this section of the template might outline:

  • Website and blog. On your website and blog, you can create a place where customers can buy and interact with your products. 
  •  Social media marketing. Make use of organic and paid social media content marketing to drive traffic and eventually that traffic to sales.
  • Email marketing. If you have a collection of emails, utilize them to drive up your ROIs. Email marketing drives up the ROIs with a range of 3,800% to 4440%, which is very good for your business.
  •  SEO. With the 3.5 Billion searches on the internet daily, consider a way to drive commercial traffic to your website with optimization.
  • YouTube is the second-largest search engine. Use it to grow your business with sponsored ads.
  •  PPC. Pay per click is more likely to convert with over 50% success.

This is also where your team will cover the marketing tactics they’ll employ to execute the strategy. There are so many out there that we can’t cover them all here, but some examples include:

  • Launch a paid ad
  • Create a LinkedIn community
  • Run a PPC campaign
  • Create YouTube videos to promote new products

Using Your Marketing Strategy Template for Any Size Marketing Team

Now that your template is built and ready for action, it’s time to apply it to your marketing efforts. You’ll find that marketing gets easier when you have set guidelines for every project. 
You may be used to starting every project from scratch, and that’s okay. We’ve included some key steps, tips, and tricks so that you can use your template to the greatest advantage.

Select Metrics and KPIs

Once you have a business goal and launch your ad campaign to promote a product, you need a way to measure performance across channels. You might use different metrics for different channels to guide you on the progress towards achieving your goal.
Be specific when choosing your metrics. They should be easy to track and adjust to match your marketing goals. Remember metrics are performance indicators that show the effectiveness of a campaign in achieving your goal. 

Organize Your Marketing Calendar

When you have a marketing strategy, use a calendar to track deadlines and progress. It can be especially helpful to track every task through its life span, so you can easily spot bottlenecks at each step.
marketing project management software can do that for you to eliminate all the hustle of getting everything onto the schedule.

Develop Processes to Execute Your Marketing Strategy

There are tons of established processes and tools out there to help execute your marketing strategy. While using your template, consider what processes, practices, and tools you might use at each stage in your marketing plan.
When you have repeat strategies and workflows in the plan, you can build a consistent schedule. If you find that your marketing team utilizes these processes frequently, you might consider updating your template to include it.

Relax While Your Marketing Strategy Template Does the Work

Whether you build your own template or use one from a marketing software company like Welcome, creating the perfect plan is easy when you have a reliable marketing strategy template.
Ready to try this out? Reach out to us today and receive free marketing strategy templates. While you’re at it, take a look at other tools that marketers are using for their successful businesses.

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