How to Create a Marketing Plan

A free template to easily create your marketing plan and help your team hit its marketing goals.

About this template

Effective planning is the key to setting your marketing initiatives on the right course. With a detailed, clear marketing plan, you can reach your target audience, drive sales and boost profits with ease. But a poorly formed, rushed or overly complicated marketing plan will not help.

That’s why we have created an easy-to-follow, clear and systematic template that any business of any size can use. What you’ll get:

  • A business summary, mission statement, and company objectives page
  • A SWOT analysis, target market outline, and competitor analysis
  • Market strategy, marketing channels, goals, and a detailed action plan
  • A fully customizable plan – create a marketing plan that grows as your business does
marketing plan template act! CRM book mock up
brent sullivan headshot
"The biggest way Act! makes my work easier on a day-to-day basis is it allows me to come into the office and have my day planned out for me. It tells me who to call, when to call them, and what to say."
Brent Sullivan, Loan Officer
Homeowner's Financial Group