Marketing Strategy Planning Template - David Meerman Scott 2026

1. Click ‘Get Form’ to open the Marketing Strategy Planning Template in the editor.
2. Begin by entering your company name and product/service at the top of the form. This sets the context for your marketing strategy.
3. In the 'Things to do today', 'next week', and 'next month' sections, list actionable tasks that align with your marketing goals. Use bullet points for clarity.
4. Define your buyer persona by filling out the 'WHO' section. Describe who your ideal customer is and outline their problems and motivations for purchasing from you.
5. In the 'WHY' section, articulate what makes your offering remarkable and include any credibility indicators such as testimonials or guarantees.
6. Identify where your audience can be found in the 'WHERE' section, detailing platforms like Google, blogs, or social media channels.
7. Describe your company's personality in the 'HOW' section, including tone of voice and keyword phrases relevant to your audience's search behavior.
8. Finally, plan your marketing tactics in the 'WHEN' section by outlining strategies such as blogs, email newsletters, or webinars.

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