Back to Templates

Marketing Plan Template

A 7-section marketing plan built for startups: focused enough to execute with a team of one, structured enough to defend to your board.

Download Free Template (PDF)

No email required · Free forever · Fill-in prompts in every section

What's in the Marketing Plan Template?

Most marketing plan templates are bloated corporate documents — 20 sections nobody updates after week two. This one is deliberately minimal: seven sections that answer the only questions that matter at startup stage. Who are we trying to reach, what do we say, where do we say it, what does it cost, and how do we know it's working?

A marketing plan is the ongoing engine — distinct from a go-to-market plan, which covers the one-time motion of launching a new product into a market. Launch with a GTM plan; run the quarter with this.

01

Objectives & North Star

1-3 measurable objectives tied to business goals — "120 qualified leads per quarter," not "increase awareness."

02

Target Market & Personas

Your ideal customer profile and the 1-2 personas whose attention you're competing for, including the trigger that starts their buying journey.

03

Positioning & Core Message

The one sentence every campaign must reinforce: for whom, what category, what key benefit, unlike what alternative.

04

Channels & Tactics

2-3 channels you can execute well, each with an owner, an expected contribution, and a 30-day signal that tells you if it's working.

05

Budget

Spend by channel including tools and content production — and how much is experimental vs. proven.

06

Calendar & Milestones

Month-by-month campaigns, launches, content themes, and review checkpoints.

07

KPIs & Review Cadence

The 3-5 numbers reviewed weekly or monthly, and the threshold that triggers a change of plan.

Marketing Plan Example: Seed-Stage B2B Startup

Here's how a fictional seed-stage logistics-software startup fills in the key sections. Notice the specificity: numbers, named channels, and a kill-switch rule. A plan without thresholds is a wish list.

Objective

Generate 120 sales-qualified leads in Q3 at under $250 blended CAC

Persona

Operations manager at a 20-100 person logistics company; searches when a client complains about delivery visibility

Positioning

For mid-size logistics teams, TrackFleet is the delivery-visibility tool that answers "where's my order?" without spreadsheets — unlike enterprise TMS suites that take 6 months to deploy

Channels

SEO comparison pages (40 leads), LinkedIn founder content (30), industry newsletter sponsorships (50)

Budget

$9,000/quarter: $3k content production, $4.5k sponsorships, $1.5k tools; 20% experimental

KPIs

SQLs/week, CAC by channel, demo-booked rate; review every Monday; kill any channel below 50% of target at day 45

How to Use This Template

01

Start from the Objective

Write section 1 first and make everything else earn its place against it

02

Cut to 2-3 Channels

Depth beats breadth — a channel done well compounds; five done poorly teach you nothing

03

Review on a Cadence

The plan is alive: weekly KPI review, monthly channel review, quarterly rewrite

Get Your Free Marketing Plan Template

Seven sections, fill-in prompts, and room for exactly as much plan as a startup actually needs.

No email required · Free forever