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Marketing plan & budget templates
One-time downloads that put your annual plan and budget on the same page — no subscription required.
Templates
BundleAnnual Marketing Plan Template
A structured plan document plus companion spreadsheet — goals, channels, positioning and budget for one company's annual marketing plan, in your own numbers.
BundleMarketing Budget Tracker Workbook
Planned spend in, actual spend in — the Marketing Budget Tracker Workbook computes variance and flags every over-budget line by channel and month.
BundleSWOT Analysis Template Pack
A pack of SWOT templates and a walkthrough for framing your marketing team's strengths, weaknesses, opportunities, and threats — every entry your own.
Bundle12-Month Campaign Calendar Template
Campaigns in, a year-at-a-glance grid out — the 12-Month Campaign Calendar tracks status and ties each launch to its budget line.
BundleMarketing Plan Complete Kit
Five planning documents in one set — annual plan, budget-vs-actual tracker, campaign calendar, SWOT pack, and GTM checklist, all computed from your own numbers.
BundleMarketing Budget Reforecast & Reallocation Workbook
Original plan and actuals in, revised remaining-year budget out — the Marketing Budget Reforecast & Reallocation Workbook re-models your spend by channel.
BundleOne-Page Marketing Plan for a Small Team
Goals, audience, channels, offer, and metrics on one page — a fill-in marketing plan a solo marketer can finish in under an hour.
Bundle90-Day Quarterly Marketing Sprint Planner
Quarterly goals in, a 90-day sprint out — the Sprint Planner tracks 13 weeks of initiatives against a quarter-scoped budget you set yourself.
BundleGo-to-Market Launch Checklist & Planner
A GTM launch kit — pre-launch checklist, launch-week runbook, channel-activation matrix, and a planned-vs-actual launch budget mini-tracker.
BundleMarketing Channel ROI Comparison Worksheet
Spend, leads, and revenue per channel in — CAC, ROI, and a channel ranking out, computed entirely from your own numbers.
BundleMarketing OKR & Goal-Tracking Dashboard
Objectives and key results in, scored progress out — the Marketing OKR & Goal-Tracking Dashboard rolls every result up into an objective score.
BundleContent & Editorial Calendar Workbook
Ideas in, a running editorial pipeline out — the Content & Editorial Calendar Workbook schedules, backlogs, and tracks every piece from idea to published.
BundleMarketing Headcount & Cost Planning Worksheet
Roles and salaries in, fully-loaded team cost out — the Marketing Headcount & Cost Planning Worksheet, with an optional BLS OEWS wage check you fill in.
BundleCompetitor Tracking & Positioning Matrix
Log competitors, score them on your own dimensions, and plot a two-axis positioning matrix from your inputs — no competitor figures asserted.
BundleMonthly Marketing Check-In & Variance Report Template
Budget and campaign status in, a one-page variance report out — a recurring monthly marketing check-in built on your own numbers.
BundleE-commerce Marketing Plan & Promotional Calendar Kit
Your SKUs and offers in, an e-commerce plan and a 12-month promo calendar out — every date and budget line yours to fill.
BundleProfessional-Services Marketing Plan Kit
Referral, thought-leadership, and ABM channels in one annual plan — the Professional-Services Marketing Plan Kit, built for how services firms grow.
BundleB2B SaaS Marketing Plan Kit
A funnel-aligned annual marketing plan for a B2B software SMB — channels by pipeline stage, a launch-cadence planner, and your own metrics targets.
BundleMarketing Creative Brief & Campaign Brief Pack
Three fill-in briefs — creative, campaign, and agency handoff — for scoping marketing work cleanly to executors and outside partners.
BundleMarketing QBR Deck Outline & Workbook
Your quarter's budget, actuals, and results rolled up into a workbook plus a structured QBR narrative outline for leadership — built from your own figures.