> For those that use Excel. Once you have the sheet open, click on File -> Download As -> Excel.
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.
Tab 3 - Marketing Goal & Result Tracker
A framework for tracking of multiple campaign goals, budget, and results for each month.
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.
Tab 6 - Event Planner
This is a simple framework for planning and documenting events. Rows for setup, preparation, pre-event, and post-event.
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.
Tab 20 - Social Media Engagement Tracker
A simple form to add all your social media posts and engagement numbers.