Carissa
COSGROVE
12 month marketing planner
Who Am I?
- Small business owner
- So called e-commerce expert
- Project Manager
- Person who buys things
- Organic marketer
- Lover of Tootsie Rolls
Carissa has been helping small to medium sized businesses build and grow for over 10 years. With specializations in communications, marketing and ecommerce she has helped hundreds of domestic and international clients solve sticky problems and move more quickly towards their goals.
Outside of work she enjoys learning as much as possible, hiking new trails, and trying (almost) everything once.
The 12 Month Marketing Planner
goals
themes
key dates
social causes
Know your goals for the year, quarter, and month. If you don’t have set goals, you won’t be able to know what is working and what isn’t.
Decide which annual themes your business would like to participate in, list these on each monthly segment.
Create a list of key dates throughout the year that are important to your business in terms of planning promotions or networking.
Determine which social causes (if any) your business wants to support, learn the key dates and build them into your marketing plan.
intended outcomes
platforms
budget
Where will you perform your marketing tasks?
How much will you spend? What do you expect as a return on your investment? Should you do this yourself, or hire someone to support you?
Goal related, what do you expect to happen if your marketing works?
Hot Tips
Start low, go slow with digital marketing buys. Determine your budget and stick with it,
it’s very easy to click buy on digital advertising, make sure you know what works. Learn from
your mistakes and double down on what is serving you.
1
Take some time to think it through before hiring marketing support. Trust the experts, but make sure you know what you are buying. Doing some pre-planning and learning about marketing techniques is a helpful way to know what you are buying when you engage in paid services.
2
A/B test your marketing. This is just a fancy way of saying test your marketing by sending one version to half of your customers, and another version to the other half. See what works best, and then use the winning model for your next campaign.
3
Don’t forget about your brand. It can be tempting to copy other marketing campaigns that work. It’s important to remember that your digital marketing is a representation of you and your brand, stay true to that and you will continue to engage with the right people.
4
Quarterly Planner Worksheet
Year:
Quarter:
Dates:
Weeks:
Goals:
Themes:
Key Dates:
Medium(s):
Intended Outcomes:
Strategy:
results:
Goals:
Budget:
Dollars Spent:
Failures:
Successes:
Notes: