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MARKETING STRATEGY
TEMPLATE
Marketing Strategy
TEMPLATE Page 1 of 2
The environment
1.
www.strategise.co.za | T: +2783 270 3591 | info@strategise.co.za | Thibault Square, Cape Town
1.1 Research: Conduct your marketing audit, a complete macro and micro                        
       environmental scan you operate within.
1.2 Target market: Define your market place. What are the characteristics of the                
      businesses you are aiming to sell to? How many of them are there? What is your        
      market share and how is it trending?
1.3 What are your market segments: Break your target customers down into distinct        
      segments based on their profiles, both as businesses and individuals: their needs,      
      value drivers, behaviours and aspirations. Where relevant and meaningful, use buyer
      personas to illustrate these customers.
1.4 Value of a customer: Define the value of a customer in each segment (e.g. their          
     lifetime value, annual value and average order value). Identify which customer            
     segments represent your ‘best customers’.
1.5 Competitors: Who are your key competitors in the market place and what share of    
     the market do they have? How do they differentiate themselves from your                    
     business/brand?
1.6 Competitive stance: How does your business/brand meaningfully differentiate itself  
      from your key competitors? What is the unique value proposition that makes you      
      different and preferable?
1.7 Challenges and opportunities: What developments are happening in the                      
     marketplace and/or your business that your marketing plan needs to specifically        
     address?
Producing a strategic marketing plan is perhaps not the most exciting part of a marketer’s
job. However, it’s a necessary step if you want to achieve your wider objectives and fulfill the
ambitions you have for your brand. This template should allow you to clearly define your
strategy and identify the concrete ways in which you can deliver successful marketing
campaigns.
Marketing Strategy
TEMPLATE Page 2 of 2
Channel Strategy
3.1 Paid media: This includes reach owned
     by others, such as online display and    
     re-targeting, print display, social media
     ads, Google ads, TV and radio ads,          
     direct mail, trade shows, online and      
     offline events.
3.2 Owned/granted media: This includes  
      channels to your market that you own
      and control, such as your website,        
      blog, customer base email marketing  
      and SMS, and your own online and      
      offline events.
3.3 Earned media: These are the channels
      that rely on others sharing content      
      about your brand. This section              
      includes social media sites, blogs,        
      review sites, organic search and            
      PR/media relations.
3.4 Partner/channel marketing: Set out      
      your plans for re-sellers or referrers        
      who, with your marketing support,      
      will serve as a channel to market.
3.
www.strategise.co.za | T: +2783 270 3591 | info@strategise.co.za | Thibault Square, Cape Town
2.1 Strategic focus: What does your        
     marketing plan need to focus on      
     achieving at a strategic level? This
     could be:
Focus on effort
2.
2.2 Tactical focus: What will you focus  
      on in the next year to achieve the    
      goals identified above? This might
      be lead generation, marketing        
      qualified lead (MQL) generation,      
      lead nurturing or sales conversions.
2.3 Value of a customer: Quantify what
      successfully achieving your goals    
      will look like. Examples include:      
      percentage of market share,            
      number of new business wins,        
      website conversion rate,                    
      target cost per lead, target monthly
      MQLs generated.
This part of your plan sets out which
channels you will use to engage with your
target market and summarises how you
plan to use each one, including key
marketing initiatives.
Increasing the number of new
business wins.
Increasing the size and value of
business wins.
Decreasing the attrition rate.
Increasing the share of a
particular segment of the
market.
Marketing Strategy
TEMPLATE Page 2 of 2
Technology development
5.
www.strategise.co.za | T: +2783 270 3591 | info@strategise.co.za | Thibault Square, Cape Town
What types of content will you need
to support your marketing efforts?
These could include whitepapers,
research reports or videos. What types
of sales support materials will be
needed?
Focus on effort
4.
What marketing technology and data-
base development will you need to
support your initiatives?
How will you measure and report on
success against your strategic and
tactical objectives? What will your
reporting dashboard look like and
which particular metrics will be your
critical KPIs?
Reporting metrics
and KPIs
6.

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Marketing strategy template

  • 2. Marketing Strategy TEMPLATE Page 1 of 2 The environment 1. www.strategise.co.za | T: +2783 270 3591 | info@strategise.co.za | Thibault Square, Cape Town 1.1 Research: Conduct your marketing audit, a complete macro and micro                                environmental scan you operate within. 1.2 Target market: Define your market place. What are the characteristics of the                       businesses you are aiming to sell to? How many of them are there? What is your               market share and how is it trending? 1.3 What are your market segments: Break your target customers down into distinct               segments based on their profiles, both as businesses and individuals: their needs,             value drivers, behaviours and aspirations. Where relevant and meaningful, use buyer       personas to illustrate these customers. 1.4 Value of a customer: Define the value of a customer in each segment (e.g. their                lifetime value, annual value and average order value). Identify which customer                  segments represent your ‘best customers’. 1.5 Competitors: Who are your key competitors in the market place and what share of          the market do they have? How do they differentiate themselves from your                          business/brand? 1.6 Competitive stance: How does your business/brand meaningfully differentiate itself         from your key competitors? What is the unique value proposition that makes you             different and preferable? 1.7 Challenges and opportunities: What developments are happening in the                            marketplace and/or your business that your marketing plan needs to specifically              address? Producing a strategic marketing plan is perhaps not the most exciting part of a marketer’s job. However, it’s a necessary step if you want to achieve your wider objectives and fulfill the ambitions you have for your brand. This template should allow you to clearly define your strategy and identify the concrete ways in which you can deliver successful marketing campaigns.
  • 3. Marketing Strategy TEMPLATE Page 2 of 2 Channel Strategy 3.1 Paid media: This includes reach owned      by others, such as online display and          re-targeting, print display, social media      ads, Google ads, TV and radio ads,                direct mail, trade shows, online and            offline events. 3.2 Owned/granted media: This includes         channels to your market that you own       and control, such as your website,               blog, customer base email marketing         and SMS, and your own online and             offline events. 3.3 Earned media: These are the channels       that rely on others sharing content             about your brand. This section                     includes social media sites, blogs,               review sites, organic search and                   PR/media relations. 3.4 Partner/channel marketing: Set out             your plans for re-sellers or referrers               who, with your marketing support,             will serve as a channel to market. 3. www.strategise.co.za | T: +2783 270 3591 | info@strategise.co.za | Thibault Square, Cape Town 2.1 Strategic focus: What does your              marketing plan need to focus on            achieving at a strategic level? This      could be: Focus on effort 2. 2.2 Tactical focus: What will you focus         on in the next year to achieve the           goals identified above? This might       be lead generation, marketing               qualified lead (MQL) generation,             lead nurturing or sales conversions. 2.3 Value of a customer: Quantify what       successfully achieving your goals           will look like. Examples include:             percentage of market share,                   number of new business wins,               website conversion rate,                           target cost per lead, target monthly       MQLs generated. This part of your plan sets out which channels you will use to engage with your target market and summarises how you plan to use each one, including key marketing initiatives. Increasing the number of new business wins. Increasing the size and value of business wins. Decreasing the attrition rate. Increasing the share of a particular segment of the market.
  • 4. Marketing Strategy TEMPLATE Page 2 of 2 Technology development 5. www.strategise.co.za | T: +2783 270 3591 | info@strategise.co.za | Thibault Square, Cape Town What types of content will you need to support your marketing efforts? These could include whitepapers, research reports or videos. What types of sales support materials will be needed? Focus on effort 4. What marketing technology and data- base development will you need to support your initiatives? How will you measure and report on success against your strategic and tactical objectives? What will your reporting dashboard look like and which particular metrics will be your critical KPIs? Reporting metrics and KPIs 6.