How to Create a Marketing Plan | Step-by-Step Guide

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so you're ready to start marketing but

you have

no plan where do you begin what should

you include

how can you present it you have the

questions we have the answers

hello world my name is mike plogger and

here at visme we aim to make your work


easier whether it's design presentations

or marketing

we have the tools to help you become a

true professional

marketing is a necessary operation for

any business looking to take a leap

towards success

however if you don't have the proper

experience you might be lost on how to

create a marketing plan

and these are extremely helpful when it

comes to understanding your business

clarifying your goals staying focused

and keeping everyone on your team on the


page in this video i'll take you through

the seven

necessary steps to creating a winning

marketing plan

as well as share a number of templates

you can start with

right away shall we

understanding the purpose behind a

marketing plan is step

number one ideally it should be used to

help you set your goals

understand your target audience and

optimize the impact of your marketing


communicating your big strategy or idea

is what your marketing plan is

all about in order to do this every

marketing plan should consist

of the following number one your short

and long-term marketing goals

number two a description of your target

audience and their persona

and number three one or more high-level

marketing strategies

and tactics this infographic template

available on visme right now features

each of these key details

it clarifies the objectives the target

audience and strategies

in an easily consumable page if you

wanted to go the extra mile

and include even more detail you can

also add an overview of the current

market situation

key performance indicators budget or

financial considerations

or a timeline on when the plan will be

carried out

typically all of this information is

communicated on a pdf

just like the one we just saw but if

you're feeling creative

try creating an infographic a full


or an interactive web page to share your

plan who knows

it could be the difference between your

plan and someone else's

without further ado let's dive into

seven steps

for creating an effective marketing plan

step number one start with an executive


this is essentially a brief summary or

overview of your entire company and the

key details

of your marketing plan it highlights the

function of your business

and the purpose of your plan this

shouldn't be very long

the summary can include past

achievements and the future direction

of the company consider this template

here the details are concise and to the

point you want to tease your viewers on

what's to come and

get them on the edge of their seats it's

not overwhelming just a quick

introduction before you get into the

meat of your plan

revisiting your company's mission vision

and values is important to highlight

early on

why it'll provide clarity and answer any

questions as to why your marketing plan

is the way that it is it'll show viewers

you had this in mind throughout your

entire planning process

templates like this can help because

it'll educate or remind your viewers

how your company got to the point

they're currently at and where you're

looking to be in the future

one of the first steps with any plan is

doing your research

study the market study the competition

what are others doing that's working

and then what can you do to make it even

better deeply analyze your own company's

strengths and weaknesses

touch on what you're doing well but

don't be afraid to communicate what you

think could be

stronger a swot analysis or strengths

weaknesses opportunities and threats is

a great way to present your research

you can visualize the company's path

identify opportunities

set goals and so much more this template

right next to me can be edited in visme

and is completely customizable from the

text content to the colors

fonts icons you name it you can edit all

of our templates to match

your brand you can do the same for your


compare your company with another one in

the industry to see how they match up

with one another side by side it can be

eye-opening sure but

take a hard look at the competition it's

crucial if you want to compete in the


after identifying your competition you

must identify your target customer

this will allow you to create more

informed and tailored marketing


vote a person from scratch how old are

they what's their income what are their


what do they value a template like this


perfect for putting that person you've

built on paper and explaining him or her

to your audience during a presentation

or during a meeting or what's one way

that's almost

always used when someone wants to

explain themselves for a job

well a resume of course this template

more closely resembles an

actual resume it includes basic

information a photograph

personality traits a bio goals


you can edit it however you see fit to

describe your target audience

and if your target audience is a mixture

of different people

try creating an infographic with data

widgets you can break down how much you

should cater to

one group or the other there's a number

of different charts and graphs you can

use to help but

this template went with pie charts to

break down target

customer percentages it's easier to

understand than if someone was trying to

explain it without a visual

okay you've done your research you know

your audience now it's time to outline

your marketing goals

what are you hoping to achieve with your

marketing plan the most important thing

to remember

with this step is to be specific with

actual numbers

if you're hoping to achieve more web

traffic don't just say

the goal here is to increase web traffic

say my goal is to increase

traffic to our site by 30 percent within

the next three months

you need a concrete goal not a blanket


this template is simple easy to digest

and lays out specific goals they're all

measurable and clear

following the progress towards the goals

won't be difficult with how definitive

they are

and as i mentioned deadlines could be

used as well

if that's the case a template like this

could be more fitting

in order for this company to accomplish

a goal these three phases must be

properly carried out

marketing plans like this help viewers

follow along as they can refer back to


if they start to get off track

continuing off my last point our sixth

step is to lay out your marketing

strategy from beginning to end

there's three details to write down and

include with this step

one what to do two how to do it and


the channels to use i highly recommend

turning this into a visual so your team

and audience can

fully understand your thought process to

make it even

easier for them turn your strategy into

a series of phases or

steps it could look something like this

clarifying what needs to be done in each

step before moving on

or if you want more certain dates and


this template here could be even better

specific dates are laid out from the

first phase of the project

to the launch if you want to ensure

something is completed by a certain time

we highly recommend using this template

infographics in general

are wonderful for displaying information

in a way that is easy to understand

people are much more likely to retain

information paired with a visual

rather than with text alone another

template to consider is something like

this lay out all of your information in

a detailed manner

leaving nothing to the imagination

last but not least detail the budget


for your plan how much is it going to

cost in order to reach your goal

it's important to be clear with this up

front at least as best as you can

marketing can be costly and there are

often a lot of hidden expenses

this may be the most helpful template of


it clearly lays out the cost to your

company try to set a cap early on so you

have a goal to stay under

from the jump


okay we've covered the steps for

preparing your marketing plan you should

be able to put one together from start

to finish but

i did want to share just a few more

visme templates

that may help you depending on what

industry you're in

this restaurant marketing plan template

is versatile for either

massive chains or local eateries you can

replace the photos with your own

and change the colors just like with

other templates

if you're in real estate and are part of

a team or even if you're operating your

own business

this template here can be useful the

swot analysis

included makes it perfect for businesses

focused on property marketing

maybe you work for a sas or content

company and you're looking to take your

content to the next level

this template will help you organize

your editorial calendar so you're able

to reach your goals

on time or what about social media

we all manage our own pages of some sort

and all businesses

should have their own as well want more

followers this template can lay out your

goals describe your ideal followers

and so much more this digital marketing

template has a modern feel with a number

of different features

swot analysis executive summary goals


it has it all just waiting for you to

hop on board and make it your own

product marketing requires as much or

more research into consumers as

any form of marketing that's why this

template covers those basics as well as

includes the detailed marketing budget

we covered

just a minute ago want to market


build your own personal brand well visme

has the templates for you too

it's just a simple three-page plan

highlighting resume skills and


before getting into your personal goals

and it wouldn't be a visme video without

further discussing

infographics visme has changed the game

when it comes to presenting information

in fun

animated and clean designs this one page

marketing infographic template contains

all the necessary details and won't

overwhelm your audience

okay now that you've done at least some

of your research it's time for you to


to work i highly recommend at least

scanning visumy's template collection

there's even more marketing templates

past the ones that we've discussed today

and they're waiting for you right now

head to to get started

in the meantime thank you so much for

watching if we were of any help we'd

love for you to click that like button

down below

and if that's not in the cards well

maybe next time

we'll see you again soon for now i'm

mike plogger with visme

helping you make information beautiful