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BONUS: Read the marketing plan how-to-guide.

Marketing plan template

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A strong marketing plan defines the strategy and tactical marketing efforts a company plans to use to reach its customers. The marketing plan template helps companies identify core objectives, define a clear roadmap and grow faster.

  • Define a visually-engaging strategic marketing roadmap to reach your target audience.
  • Ensure consistency and clarity across your marketing strategy.
  • Provide transparency across your organization and enable effective resource management.

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.

Join the 66,811 changemakers.

Used 2168 times     Share  

User Persona

Join the 66,811 changemakers.

Xtensio is your team space for beautiful living documents.
Create, manage and share business collateral, easily.

BONUS: Read the marketing plan how-to-guide.

A strong marketing plan defines the strategy and tactical marketing efforts a company plans to use to reach its customers. The marketing plan template helps companies identify core objectives, define a clear roadmap and grow faster.

  • Define a visually-engaging strategic marketing roadmap to reach your target audience.
  • Ensure consistency and clarity across your marketing strategy.
  • Provide transparency across your organization and enable effective resource management.

How to create a marketing plan with Xtensio

1

Click and start editing, no account or credit card required.

Follow along with the instructional marketing plan details. Add charts, graphs, images, and videos to customize the marketing plan template and make it your own. Drag & drop. Resize. It’s the easiest editor ever.

2

Customize everything in the marketing plan template to match your brand.

Define your style guide. Add your (or your client’s) brand fonts and colors. You can even pull colors directly from a website to easily brand your marketing plan and more.

3

Work on your marketing plan together on the cloud.

Add colleagues (or clients) to collaborate on the marketing plan template. Changes automatically save and sync across all devices, in real-time.

4

Share a link. Present a slideshow. Embed. Download a PDF/PNG.

The marketing plan template seamlessly adapts to your workflow. No more jumping from tool-to-tool to design different types of deliverables.

5

Reuse and repurpose.

Save your own custom marketing plan templates. Or copy and merge into other documents.

What is a marketing plan template?

Your organization’s marketing strategy should outline your brand’s positioning, who your target audience is, an explanation of your product or service, its core mission, vision, and values, and your go-to-market strategy. Your marketing strategy should also include high-level business objectives for your overall marketing initiatives.

The marketing plan template is the tactical piece of documentation in your marketing strategy. The marketing plan details how that marketing strategy will be implemented. The marketing plan is much more action-oriented than the marketing strategy and stands as the blueprint for marketing campaigns, tactics and messaging.

How do I create a marketing plan?

In order to align your product or service with the correct target audience for your marketing plan, you’ll need to do your market research and carefully put together your promotional strategy.

  • Lead with a brief executive summary, 2 or 3 sentences.
  • Define your marketing strategy. Know your value proposition, strength, weaknesses, opportunities, and threats. Define your “marketing mix”.
  • Set realistic goals at the early stages of your marketing efforts. Use SMART objectives.
  • Identify your target market to increase the strength of your marketing strategy.
  • Outline your promotional strategy and social media marketing plan to showcase how your product or service will meet with the target buyer.

The marketing plan is part of these toolboxes:

Check out related templates, examples and resources.

See how Xtensio can help your business

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1

Maintain brand consistency in the age of perpetual innovation.

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Used by the world's top businesses
66,811 users and counting
Xtensio's Current Users
Xtensio's Current Users

Xtensio allows us to create attractive deliverables to share with clients and get feedback quickly. And we can create repeatable templates again and again.

Anna Yunker

Anna Yunker

Content Strategist, Aztek Digital Agency

Xtensio is graphical, visually impactful, intuitive, and fully customizable – with no need for a learning curve.

Charles Dimov

Charles Dimov

VP Marketing, Strategy D

In the past, we’ve used Asana to work together, and PowerPoint to present to other stakeholders. Xtensio replaces the need for both brilliantly.

David Nason

David Nason

CEO/Founder, HireBrain

Xtensio makes my life much easier! As a consultant, it helps me simplify complex concepts to my clients. And it’s visually impressive.

Grace Ghunaim

Grace Ghunaim

Founder & Chief Strategist, Evolvex

Xtensio is a huge timesaver for me! Now, I can focus on the important things; what to communicate in them, not how to make them attractive.

Jenny Johansson

Jenny Johansson

UX Manager, Visma

Simple to use, lots of templates, online and easily editable. A great marketing tool to brainstorm ideas and develop strategies.

Robin Eyre

Robin Eyre

Owner, Trailblazer360

Xtensio simplified the disjointed process we were using in a Word doc and made communicating our research and reports with clients much smoother.

Tracey Dunlap

Tracey Dunlap

Chief Experience Officer, Zenmonics

Creating beautiful client-facing documents has never been easier. Definitely better than your standard agency deck or PPT presentation.

Zac Heisey

Zac Heisey

Director of Digital Marketing, Tribe Interactive

Frequently asked questions

What is Xtensio?

Xtensio is the quickest and easiest way for teams to create, share and manage all of their business documents together. Create pitches, sales sheets, reports, case studies, agendas and more. Add images, videos, tables, buttons and other interactive modules. Drag and drop, resize, change backgrounds, colors. Share a link. Present a digital slideshow. Export a PDF/PNG.

What's a folio?

A folio is a live webpage, a full-screen digital slideshow presentation and an exportable PDF/PNG document all-in-one. Folios are responsive, collaborative and completely customizable.

Start from an instructional templateeditable example or a blank folio to build all your business documents and presentations with the ease of a web builder. Add team members and guests to work together in real-time on the cloud. Changes instantly sync to the live version of the folio so both internal and external stakeholders are always up-to-date. Folios are the next generation of flexible documents and presentations.

How is Xtensio different from PPT, Illustrator or Word

Unlike other presentation or document creators, Xtensio works like a web builder so you can easily drag and drop interactive content, customize the layout, and change colors, fonts, backgrounds to get professional-looking business content out the door quickly, without needing a designer.

You can collaborate with team members and guests to work together in real-time on the cloud. And the flexibility to share folios as live web links, digital slideshow presentations or exportable PDF/PNGs means you don’t have to jump between tools when creating different deliverables. Check out this page to see how Xtensio outpaces the competition.

Is my data private and secure?

Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. You can make shared folio links private on premium plans. Here’s more on the range of sharing options on Xtensio, from completely private to public.

Can I create a free marketing plan?

Yes. You can try out Xtensio’s simple editor and any template, including the free marketing plan templates and social media marketing plan without creating an account. To save your work, collaborate with your team and access other premium features and resources, you can upgrade to premium. Plans start at $8 per month.

What would I get by upgrading to a premium plan?

By upgrading to our premium plans, you’ll have a private, branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents.

You’ll be able to lock branding across your deliverables with the team style guide, streamline the creation process with custom templates, unlock exports, add password protection and customize individual shared links, and view folio stats to stay updated on all of your projects. Here’s more about our premium plans.

What would I use the marketing plan template for?

The marketing plan template allows you to define your marketing mix, analyze your target market, set objectives, track your KPIs and identify the best promotion strategy. It is a necessary and powerful tool for all businesses to increase growth.

Do you have any sample marketing plan templates I could use?

Yes! We have a couple of marketing plan template examples above that you can use as a starting point for your own. If you find a style you like, use it for your inspiration.

What information is needed to create a marketing plan?

The main information you’ll need to fill out the marketing plan template is your marketing mix (4Ps), target market analysis, SMART objectives, promotion strategy and KPIs to be tracked.

Can I add colleagues to edit the marketing plan template?

Yes! You can invite as many people as you’d like to collaborate on the marketing plan template. As a platform, Xtensio helps improve the way your team works.

How do I share my marketing plan?

Choose your file format. Present it as a full-screen digital slideshow, share it as a responsive web link or export it as a PDF (customize the PDF size) or PNG.

Do you have other resources for marketing?

We do! There are a number of different templates, examples and resources to guide you through the process of promoting and growing your business. Check out our Marketing toolbox and our Strategy toolbox to find more tools and resources.

Xtensio is your team space for beautiful living documentsCreate, manage and share business collateral, easily.

Try any template for free. No account or credit card required.