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Strategic Marketing Plan
CLIENT NAME
Table of Contents
Traffic and Leads Calculator
Key Performance Indicators
Buyer Persona Analysis
Competitor Analysis
SWOT Analysis
Keyword Strategy
Content Strategy
Content Plan
Traffic and Leads Calculator
1. Determine current and new monthly revenue goal.
2. Determine the percentage of revenue needed from inbound marketing.
3. Determine the average monthly revenue per client.
4. Calculate the number of new clients needed to reach new revenue goal.
5. Calculate the number of monthly leads needed to reach new revenue goal.
Average Lead-to-Customer rate needed for benchmarking or estimating.
6. Calculate monthly website traffic needed to generate number of leads.
Average Visitor-to-Lead rate needed for benchmarking or estimating.
Key Performance Indicators
Lifecycle Stage and Goals SMART Objectives Strategies to Achieve Goals Key Performance Indicators
Awareness
Increase traffic to website and
social media channels.
Increase monthly visits to website
by x%.
Increase social media reach and
engagement by x%.
Launch SEM and Social PPC
campaigns.
Implement SEO strategy.
Increase frequency of posts and
launch Social PPC campaigns.
Monthly website visitors.
Organic visitors.
Social media followers and
engagement analytics.
Consideration
Increase lead conversions on
website.
Generate x monthly leads from
long-form content downloads.
Publish and promote MOFU content.
Add CTAs to website and blogs.
Number of leads generated.
Comparison
Launch lead nurturing strategy.
Increase lead conversion rate to
x%.
Launch lead conversion email
campaign.
Open, click-throughs, and
conversion rates.
Purchase
Increase conversion rates from
leads to sales.
Increase lead-to-customer rate to
x%.
Create more BOFU content offers
(i.e. case studies, testimonials,
explainer videos)
Leverage technology to improve
personalization for returning leads.
Closed loop sales reporting.
Buyer Persona Analysis
What business
conditions trigger
this buyer’s
decision to look
for our product or
service?
Priority
Initiative
Success
Factors
Perceived
Barriers
Decision
Criteria
Buyer’s
Journey
What results or
outcomes does
this persona
expect from our
product or
service?
What attitudes or
concerns prevent
this buyer from
purchasing our
product or
service?
What features of
our product or
service does this
persona evaluate
when comparing
alternatives?
What steps does
this persona go
through to make
a decision and is
anyone else
involved?
Competitor Analysis
Company Marketing
Grade
Indexed
Pages
Facebook
Fans
Twitter
Followers
Klout Score Content
Inventory
SWOT Analysis
STRENGTHS WEAKNESSES
OPPORTUNITIES THREATS
Keyword Strategy
Broad Longtail Search Volume Competition Suggested Bid
Content Strategy
PERSONA LIFECYCLE STAGE
Persona Name Awareness
They have realized and expressed
symptoms of a problem or opportunity.
Consideration
They have clearly defined and given a
name to their problem or opportunity.
Decision
They have defined their solution
strategy or approach.
Problem or
opportunity this
persona needs
help with.
Top of the Funnel
Blog content ideas
Middle of the Funnel
Compelling Content Ideas
Conversion Opportunities
Landing Pages
Bottom of the Funnel
Conversion Opportunities
Content Plan
Content Type Subject/Title Persona Month/
Week
Month/
Week
Month/
Week
Month/
Week
Month/
Week
Month/
Week
Long Form
Content
Blog
Video
Slideshare

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Strategic Marketing Plan Template

  • 2. Table of Contents Traffic and Leads Calculator Key Performance Indicators Buyer Persona Analysis Competitor Analysis SWOT Analysis Keyword Strategy Content Strategy Content Plan
  • 3. Traffic and Leads Calculator 1. Determine current and new monthly revenue goal. 2. Determine the percentage of revenue needed from inbound marketing. 3. Determine the average monthly revenue per client. 4. Calculate the number of new clients needed to reach new revenue goal. 5. Calculate the number of monthly leads needed to reach new revenue goal. Average Lead-to-Customer rate needed for benchmarking or estimating. 6. Calculate monthly website traffic needed to generate number of leads. Average Visitor-to-Lead rate needed for benchmarking or estimating.
  • 4. Key Performance Indicators Lifecycle Stage and Goals SMART Objectives Strategies to Achieve Goals Key Performance Indicators Awareness Increase traffic to website and social media channels. Increase monthly visits to website by x%. Increase social media reach and engagement by x%. Launch SEM and Social PPC campaigns. Implement SEO strategy. Increase frequency of posts and launch Social PPC campaigns. Monthly website visitors. Organic visitors. Social media followers and engagement analytics. Consideration Increase lead conversions on website. Generate x monthly leads from long-form content downloads. Publish and promote MOFU content. Add CTAs to website and blogs. Number of leads generated. Comparison Launch lead nurturing strategy. Increase lead conversion rate to x%. Launch lead conversion email campaign. Open, click-throughs, and conversion rates. Purchase Increase conversion rates from leads to sales. Increase lead-to-customer rate to x%. Create more BOFU content offers (i.e. case studies, testimonials, explainer videos) Leverage technology to improve personalization for returning leads. Closed loop sales reporting.
  • 5. Buyer Persona Analysis What business conditions trigger this buyer’s decision to look for our product or service? Priority Initiative Success Factors Perceived Barriers Decision Criteria Buyer’s Journey What results or outcomes does this persona expect from our product or service? What attitudes or concerns prevent this buyer from purchasing our product or service? What features of our product or service does this persona evaluate when comparing alternatives? What steps does this persona go through to make a decision and is anyone else involved?
  • 8. Keyword Strategy Broad Longtail Search Volume Competition Suggested Bid
  • 9. Content Strategy PERSONA LIFECYCLE STAGE Persona Name Awareness They have realized and expressed symptoms of a problem or opportunity. Consideration They have clearly defined and given a name to their problem or opportunity. Decision They have defined their solution strategy or approach. Problem or opportunity this persona needs help with. Top of the Funnel Blog content ideas Middle of the Funnel Compelling Content Ideas Conversion Opportunities Landing Pages Bottom of the Funnel Conversion Opportunities
  • 10. Content Plan Content Type Subject/Title Persona Month/ Week Month/ Week Month/ Week Month/ Week Month/ Week Month/ Week Long Form Content Blog Video Slideshare