MARKETING PLAN PRO
powered by Duct Tape Marketing
30-Minute Plan Outline
The outline and instructions in this template come from
Marketing Plan Pro powered by Duct Tape Marketing.
How to use this template:
1. Read the instructions (in green) in each topic.
2. Type your own marketing plan text in each topic, replacing the "type your
topic text here" prompt.
3. Use the built-in formatting tools to customize your topic texts.
4. Remove the green-highlighted instructions before printing or sharing your
plan.
Confidentiality Agreement
The undersigned reader acknowledges that the information provided by
_______________ in this marketing plan is confidential; therefore, reader agrees
not to disclose it without the express written permission of _______________.
It is acknowledged by reader that information to be furnished in this marketing plan
is in all respects confidential in nature, other than information which is in the public
domain through other means and that any disclosure or use of same by reader, may
cause serious harm or damage to _______________.
Upon request, this document is to be immediately returned to _______________.
___________________
Signature
___________________
Name (typed or printed)
___________________
Date
This is a marketing plan. It does not imply an offering of securities.
1.0 Marketing Vision
Your marketing plan is a tool for action, not a static document. How will you keep
your plan alive? List the significant goals of your marketing plan. Describe the
marketing purpose that your marketing plan will fulfill. Write a paragraph describing
a picture of this business as you would like a customer to experience it.
Type your text here.
1.1 Gap Dashboard
Explain the projections in your Gap Dashboard table. How do these individual results
relate to your larger personal, business, tactical and strategic goals? Describe your
plan for tracking the "gap" between plan and actual results.
Type your text here.
Table: Gap Dashboard
Year 1 Year 2 Year 3
Personal
Personal 1 0 0 0
Personal 2 0 0 0
Personal 3 0 0 0
Business
Business 1 0 0 0
Business 2 0 0 0
Business 3 0 0 0
Tactical
Tactical 1 0 0 0
Tactical 2 0 0 0
Tactical 3 0 0 0
Strategic
Strategic 1 0 0 0
Strategic 2 0 0 0
Strategic 3 0 0 0
2.0 Ideal Customer
The most important thing about your ideal customer, of course, is the common need,
frustration, or desire they share, that your business can resolve. Summarize that
problem as briefly as you can. Then describe who your ideal customer is.
Type your text here.
3.0 Remarkable Difference
Use this topic to sum up your remarkable difference in a sentence or two. What is it
about your product or service, the way you do business, the passion you bring to
your work that makes you different?
Type your text here.
4.0 Product/Service Innovation
List and describe the products and services your company offers. For each offering,
cover the main points, including how much it costs, and what prospect or client level
it targets.
Type your text here.
5.0 Lead Generation Plan
Summarize your different lead generation methods below. You should describe th