Plan Your 2027 Marketing in One Afternoon (Free Template)
Skip the 40-page strategy. One page you'll actually look at will do more for you. Block out an afternoon in the last weeks of the year, grab a coffee and work through these 6 steps.
Step 1: Look back at 2026 (30 minutes)
Answer 4 questions:
Where did your best customers come from?
Which posts, emails or offers brought in enquiries?
What did you spend time on that brought nothing back?
What did customers ask you about most?
Step 2: Set 1 main goal (15 minutes)
Make it specific: "Get 5 new clients a month by June" or "Grow my email list to 1,000 by December."
Step 3: Choose 2 or 3 channels (15 minutes)
Pick where your customers already are, based on Step 1. Social media, email and your Google Business Profile cover most small businesses.
Step 4: Map the year (45 minutes)
Fill in your key dates: launches, busy seasons, quiet months, events and holidays like Valentine's Day, Black Friday and Small Business Saturday. Plan each campaign 3 weeks before the date.
Step 5: Set your budget and time (15 minutes)
Decide what you'll spend each month on tools, ads or help, and how many hours you'll give marketing each week.
Step 6: Pick 1 number to track (10 minutes)
Enquiries, sales or email sign-ups. Check it on the first Monday of every month.
Copy this 1-page marketing plan
2027 MARKETING PLAN
Main goal:
Who I'm trying to reach:
What I want them to do:
Channels (max 3):
1.
2.
3.
Monthly budget:
Hours per week:
Key dates and campaigns:
Jan:
Feb:
Mar:
Apr:
May:
Jun:
Jul:
Aug:
Sep:
Oct:
Nov:
Dec:
Number I'll track monthly:FAQs
What should a small business marketing plan include? A main goal, your audience, 2 or 3 channels, a budget, a calendar of key dates and one number to track.
How far ahead should I plan my marketing? Plan the year at a high level, then plan each campaign in detail about 3 weeks before it starts.
How we can help
Done for you: Email us at hello@tartansocial.com, and we'll send over our packages, and we'll build your 2027 plan with you.
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