Free Marketing Action Plan Templates

By Joe Weller | January 30, 2023 (updated April 17, 2023)

In this article, get the most useful free marketing action plan templates for marketeers in sales, digital marketing, and social media. These templates provide a format for proactively planning the necessary steps to reach your marketing goals.

On this page, you'll find six dynamic marketing action plan templates, including a digital marketing action plan template with sample copy, a social media marketing action plan template with calendar and action plan, a marketing action plan presentation template, and a content marketing action plan template. Plus, find tips for using a marketing action plan template.

Simple Marketing Action Plan Template 

Sample Simple Marketing Action Plan Template

Download a Sample Simple Marketing Action Plan Template for 
Excel | Microsoft Word | Adobe PDF | Google Docs

Download a Blank Simple Marketing Action Plan Template for 
Excel | Microsoft Word | Adobe PDF | Google Docs

Use this customizable simple marketing action plan template to proactively set marketing goals and to clarify the steps to achieve them. The sample template includes editable, example copy to help you get started. Complete the marketing summary, marketing objectives, problem, and solution sections. These fields can help you define a marketing action plan. Detail your marketing strategy or campaign by filling out the necessary details for product, price, pace, promotion, marketing channels, performance standards, and results measurement methods. 

This template is ideal for helping you attain your marketing goals because it has everything necessary for you to create a coherent, strategic marketing plan. Download the template without text or with sample marketing action-plan steps to guide you.  

Looking for a different plan template? This article has more plan of action templates.

Digital Marketing Action Plan Template for Excel

Sample Digital Marketing Action Plan Template

Download the Sample Digital Marketing Action Plan Template for Excel 
Download the Blank Digital Marketing Action Plan Template for Excel 

Solidify your marketing team’s plan of action with this dynamically comprehensive digital marketing action plan template. Download the template with sample copy to use as a guide when completing your template or simply edit the existing content. Start by specifying the total impressions needed to reach your goal. Break your action plan into media types, including social media, telemarketing, online, and more. Once you launch your digital marketing campaign, you can track the progress by completing the total response rate, conversion rate of total responses, cost per impression sections.

For a complete, step-by-step guide to developing a marketing plan that will provide your organization with a strategic course of action, see our comprehensive marketing plan article with free templates.

Sales and Marketing Action Plan Template

Sales and Marketing Action Plan Template

Download a Sales and Marketing Action Plan Template for 
Excel | Microsoft Word | Adobe PDF

Use this sales and marketing action plan template to create a document with actionable steps. The template provides space to help sales and marketing teams clarify overarching goals (e.g., specific, measurable objectives to accomplish in an established time period), targets, strategies, tactics/messages, timeline, and measurement method for action plan results. 

To learn more about executing successful marketing action plans, read our definitive guide to strategic marketing planning.

Social Media Marketing Action Plan Template

Social Media Marketing Action Plan Template

Download a Social Media Marketing Action Plan Template for 
Excel | Adobe PDF

A successful marketing action plan sets clear campaign goals (what the campaign works to achieve) and an effective call to action (what the audience is asked to do). This easy-to-use social media marketing action plan template does both. It helps you create an effective campaign calendar, including pre-campaign promotion release dates, peak dates, and scheduled follow-up post dates. It also helps you create a social media action plan by social media platform, as well as digital asset management and promotional plan sections to ensure your action plan’s a resounding success! 

Read this digital asset management guide to learn more and pick up advice on what you need to get started.

Marketing Action Plan Presentation Template

Marketing Action Plan Presentation Template

Download a Marketing Action Plan Presentation Template for 
PowerPoint | Google Slides 

Manage your marketing action plan’s stakeholders’ expectations with this simple, engaging marketing action plan presentation template. This easily customizable template helps you define your target audience’s profile and your unique offering to them, as well as your marketing action plan’s objectives, including your business and marketing goals. The template enables you to clarify your strategy, such as strategic actions and metrics to measure your strategy’s effectiveness, as well as your content type(s) and the social media platform(s) your action plan will leverage. 

Check out this article on free marketing project plan templates for more templates and resources.

 

Content Marketing Action Plan Template

Content Marketing Action Plan Template

Download a Content Marketing Action Plan Template for 
Excel | Microsoft Word | Adobe PDF | Google Sheets

Use this content marketing action plan template to hone the strategy for your marketing content and to clarify the details surrounding it. State your marketing action plan’s goals, and specify your content’s theme(s), along with what content needs to be updated, deleted, or added. The template also includes sections for content mapping, content workflow, an editorial calendar, and content guidelines (e.g., branding, voice and style, metadata, and best practices for writing and SEO). This template is the perfect tool for planning a comprehensive, effective content-driven marketing campaign.

What Is a Marketing Action Plan Template? 

A marketing action plan template is a tool for documenting how a marketing team achieves its goals. Successful marketing action plans clearly state the goals, strategy, objectives, target market, and unique value proposition, then break each into actionable stages. 

A marketing action plan template will also have space to assign owners to each actionable item, due dates, costs, and any other relevant notes. By completing a marketing action plan template, you can begin to execute the steps in incremental items of strategic action – all toward achieving your marketing goals. 

Though marketing action plan templates are all unique, they most often include the following components: 

  • Goal: Provide a specific, measurable goal that your marketing action plan will strive to accomplish. 
  • Marketing Strategy: Describe the broad strokes of your marketing action plan’s strategy. 
  • The Problem: Describe what “problem” your target audience is facing and how your solution will help them.  
  • The Solution: Explain exactly how your organization's solution to the customer’s problem will assist them (i.e., what’s the benefit for them?). 
  • Competitive Advantage: What advantage does your proposed solution have over others available? 
  • Target Market: Identify your target market (i.e., the customers you are trying to reach or persuade). 
  • Action Plan Steps: For each component of your marketing action plan (e.g., product, price, place, promotion, marketing channels), list the necessary steps to fulfill it. 
  • Owner: For each actionable step in the plan, list the name of the individual, department, or team responsible for successfully completing it.  
  • Due Date: List the date that each task must be completed. 
  • Resources Required: Add a list of all the resources required to complete each step. 
  • Cost: If there are any costs associated with a step in the plan, list those in this section of the template. 
  • Results Measurement Methods: Specify what methods (such as KPIs) you will use to measure the success of your marketing action plan.

Streamline, Track, and Manage All Key Tasks of Your Marketing Plan Action with Smartsheet

Empower your people to go above and beyond with a flexible platform designed to match the needs of your team — and adapt as those needs change. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. 

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

 

 

Discover why over 90% of Fortune 100 companies trust Smartsheet to get work done.

Try Smartsheet for Free Get a Free Smartsheet Demo