<- back Posted: 01/01/2019 | Updated: 07/08/2019 | Tagged: Marketing

2019 Marketing Worksheet

A free worksheet to get you started with planning and tracking your marketing and social media campaigns.

Comments and/or questions? Post them here | Google docs link

> For those that use Excel. Once you have the sheet open, click on File -> Download As -> Excel.

What's inside:

Tab 2 - User Personas

Description: The intent of the exercise is to understand who your ideal customer is and how to market to them. Create one persona for each customer segment or many per segment.

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Tab 3 - Marketing Goal & Result Tracker

A framework for tracking of multiple campaign goals, budget, and results for each month.

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Tab 4-5 - Theme Planner & Theme Planner: Calendar

This is a two part calendar theme planner to help you organize campaigns by theme per quarter.

Tab 4 is for naming your themes and writing down the who, what, and why of the theme. It's always a good idea to know who you want to reach and why they would care about it. Setting a theme provides a clear path for content creation and audience targeting.

Tab 5 pulls in the theme name from tab 3 and provides a yearly calendar broken into weeks per month for different example marketing channels. For example, nurturing existing prospects, has a column for email for the week of January 7th, here you would put all the things you did during this week in email with the current quarters theme.

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Tab 6 - Event Planner

This is a simple framework for planning and documenting events. Rows for setup, preparation, pre-event, and post-event.

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Tab 7-18 - Content Calendar

A tab for each month with content ideas based on holidays and special events to plan your content marketing campaigns. Direct Link

Tab 19 - Social Media Growth Tracker

Track social platform growth per month/year.

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Tab 20 - Social Media Engagement Tracker

A simple form to add all your social media posts and engagement numbers.

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