How To Create A Simple Marketing Plan

Published: April 21, 2024

Over the years I’ve seen dozens of marketing plans. I am convicted there is NO SUCH THING as THE perfect marketing plan template. There is so much nuance in marketing that it is impossible to have a one size fits all solution.

Now, let me be clear. I am NOT saying, there are not proven marketing strategies that work to scale your business. What I am saying is, often marketing teams get hung up on the difference between strategy and plans.

Marketing Strategy

Creating your marketing strategy is likely more straightforward than you realize.

You will need to know the answers to questions like

  1. What makes your product/service unique?
  2. Why should a customer buy from you vs. a competitor?
  3. What cornered resource do you posses that others do not?
  4. Are you competing on price, time savings, expense savings, or revenue generation?

From there you have a couple decisions to make

  1. Are you going to be a product-led org?
  2. Are you going to be a sales-led org?
  3. Are you going to be a marketing-channel led org?

There are pros/cons of each and you will need to understand each strategy and the common tactics that go with each.

Marketing teams can wrap their heads around the high-level strategy. That is to say, they will understand “okay we are a product-led company”, now what.

Take Your Strategy Into A Plan

This is where the rubber meets the road. Now that you are clear on your strategy it’s time to create a plan. What makes a good plan?

The answer varies but I believe (in my experience) there are some common elements that make a plan

  1. Clear
  2. Actionable
  3. Repeatable

Here is a template I have used over the years (with tweaks & modifications over time)

My goal in sharing it with you today is that you can save time taking something that has worked and morph it to your needs.


Join The Newsletter

Get occasional emails from me when I publish new projects and articles.

Published By Alex

I am a seasoned SaaS marketer and leader who has helped Carrot grow to an 8-figure SaaS business. In my free time I enjoy reading business and personal growth books, hacking on side projects and hunting.