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Free Marketing Plan Worksheet For Small Businesses

What marketing will you do this year to guarantee that you have all of the business that you want and need – from new clients and customers, as well as existing ones?

We have developed a free marketing worksheet for small businesses that will help you plan and track your marketing efforts. You can fill out the marketing worksheet by setting specifics goals for how much effort, time, and/or money you’ll spend on the types of marketing that you believe will be the most successful for your business in the coming year. You can then update the sheet as you start to implement your marketing, test and track your results, measure your ROI, and refine your marketing efforts.

The marketing worksheet can be used and adapted for any type of small business, at any stage of growth. It includes categories for:

You can also easily customize the worksheet by adding any other types of marketing that you’re currently doing or planning to implement.

How much marketing is enough? Which types of marketing will work best for your small business? How can you accurately track the results of your marketing? How much marketing will it take to stay ahead of your competitors? Who is your target market? What are the trends in your industry? What factors are potentially preventing people from doing business with you? How can you increase the average size of your initial sale? Do you need to offer more packages and discounts?

If you don’t have clear answers to any or all of these marketing questions above, consider hiring a marketing coach to help you both design and implement a one-year marketing plan.

If you’d like to talk to a marketing coach, schedule your free consultation with one of our small business coaches, or e-mail  You can also view our marketing assessment worksheet by clicking on this link.

Download the free marketing plan worksheet for small businesses – Excel.

Download the free marketing plan worksheet for small businesses – PDF.

Please note: We provide coaching and consulting services for small business owners in  the Denver area, Colorado, and the U.S.  For more information call (720) 312-8737, or e-mail