You need to take a look at all the marketing decisions and initiatives that you’ve taken in the past few years. This can motivate your sales and marketing teams as they see the numbers rising every day!ĭownload This Template 2. When you meet your Targets, you achieve your marketing goal too. ClickUp automatically updates the progress percentage as you meet Targets in real-time. Targets can be measured by units like numbers, $$$, true/false, and task lists.īonus: Marketing Tools for Small Businesses In ClickUp, Goals are high-level containers that can be broken into smaller objectives, known as Targets.
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Boost shipment and distribution revenue for other products 😉Ĭurious about SMART goals? Check out our guide for tips on how to create a great business goal.Īfter you’ve decided on the goal, marketing project management tools like ClickUp can help you document and track them.Increase hot chicken sandwich sales by 35%.You’ll need to create a SMART marketing goal that can contribute to his business goals. For example: The business owner, Gus Fring’s business goal might be to increase restaurant revenue to $3 million in the next year. Let’s say you’re the marketing manager for Los Pollos Hermanos from Breaking Bad. Use Goal Folders to easily organize your Goals in ClickUp This gives you enough time to develop marketing initiatives that align with these overall business objectives. Ideally, every large-scale business goal and objective should span 18-24 months. Document your business goalsīefore planning a marketing strategy, you and your marketing team should ask your senior management to highlight your corporate objectives. What Are the Steps in the Marketing Planning Process?Ĭreating a marketing plan for the first time might seem like a convoluted process, but it’s actually super simple. The planning process becomes 100x easier to deal with when you break it down into these six steps: By continually honing your marketing efforts, you might run across new tools and techniques, incorporate new ideas from different team members, and challenge your standard operating procedures. Since business is always changing, having a marketing planning process allows you to keep adapting more effective strategies. This allows you to be better prepared for risk factors that you might not have foreseen. By having a planning process in place, you now have a framework to gain an overview of the target market, competitive advantage, and market segmentation. Also, getting your team involved early allows you to be realistic with your planning.Įdit content with others at the same time in ClickUp Docs Reduces risk Encourages team collaborationīecause the marketing planning process will likely run across departments and need a fair bit of collaboration, it opens up cross-departmental communication and unifies the organization. It will also ensure everything runs smoothly as everyone knows what’s happening and how they need to work together. Making this visible allows the entire team to be accountable for their actions and tasks. Through the planning process, you will be able to set benchmarks and create a roadmap for your marketing strategy to reach business goals. Here are a few benefits of proactive marketing planning. Marketing efforts, when done right, can result in significant positive effects that can kickstart your business’s success. Here’s how you can create a marketing campaign that can make even the pros jealous! Benefits of the Marketing Planning Process The metrics you need to track (ROI, number of potential customers, etc.)Īnd what happens when you create an amazing marketing plan? You’ll be able to stay focused on your marketing goal and also create an equally amazing marketing strategy.A detailed overview of your marketing goal and business goal.Your current marketing activity and position.
Here’s what a marketing action plan contains when you unbox it: What Is a Marketing Plan?Ī marketing plan is a document that showcases your company’s marketing strategy for the upcoming month, quarter, or year.
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