marketing plan steps

It’s a new year and that means you should be doing your marketing planning NOW. With last year fresh on your mind and the promise of this year ahead, this is the perfect time. Plus, most businesses are slower at the beginning of the year giving you more opportunity to reflect and plan. Not to mention trying to play catch-up later in the year can really limit your options for business growth. So, with all systems go, R tips can help you successfully map out your marketing plan steps.

Marketing Plan Steps to Include

Throwing it against the wall to see what sticks is as bad of an idea for spaghetti as it is your marketing. You must be strategic, or much like the spaghetti, you’ll just have a mess. Instead, R marketing plan steps include:

  • Know who you are – We’re talking about your brand as it’s the foundation from which you will build your plan. Be able to answer these questions clearly: What do you do? What are your products/services? Who is your target audience? What is your promise to customers (value proposition)? What sets you apart (your positioning)?
  • Identify what you want to do – With your brand identity firmly cemented you can begin identifying marketing objectives. Drive leads, convert more leads to customers, increase awareness, upsell or cross sell customers, launch a new product or service, and/or increase customer satisfaction are common ones, but here’s the key: you have to make it quantifiable to be able to measure success. Here’s another key: you can’t do everything, pick two or three to focus on.
  • Take stock – This is an often-overlooked step but before you begin any new marketing campaigns, it’s important to take stock of what you’ve already done or are doing currently. Look at your social media, content marketing, SEO, ads, and public relations activities with the goal not only to avoid duplication of effort but also to see what you might improve. Also, make sure to perform a competitive analysis to get a good handle on your competitors’ strengths and weaknesses. 
  • Determine how you’ll get there – Now for the fun! What tools will you use to achieve your marketing goals? There are endless options available, but this is where a solid understanding of your target audience(s) comes in as quite simply, you need to be where they are. What’s more, keep in mind those tools may change throughout the sales cycle. For example, social media may pull in leads while email helps you to nurture them. Your content will likely also need to change throughout the sales cycle so you’ll need to flesh out what message to promote when.
  • Find out how you did – We talked about the importance of quantifiable goals above and this is where that really comes into play. Google Analytics and Search Console are ideal to measure website traffic; where it’s coming from, visit length, and conversions. You can measure social media through the individual properties (Facebook, Twitter, Instagram, etc.) and can measure email metrics through your platform too. Or, tools like Hubspot can bring it all together. For PR, media impressions are key.

More on Measuring Your Goals

Not only is it important to measure the results of your marketing plan based on your goals, but you need to do it on an ongoing basis! So many businesses neglect this step. A marketing plan isn’t something you can set and forget. Success depends on your ability to optimize throughout the year as you learn more about what works and what doesn’t. 

Leave it To the Experts

This can be overwhelming – we get it! Not everyone has a dedicated marketing department to take this on and for many of our clients, marketing is not their area of expertise. You want your marketing dollars to pay off, but not at the expense of what you need to be focusing on – running your business! That’s where we come in!

R goal is to help clients in industries such as restaurant, hospitality, retail, health and wellness, business, non-profit and more to achieve theirs through:

  • Marketing Strategy and Campaign Creation
  • Public Relations
  • Social Media 
  • Event Management
  • Content Marketing
  • Creative Services
  • Analytics

For R help your marketing plan, click HERE to schedule a FREE Discovery Call today!

marketing plan steps