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3 Super-Simple Marketing Planning Steps (and free templates)

 

Embrace simple and get it done. That’s the best advice I have when it comes to creating and executing your plan for marketing your business. While there are tons of ways to complicate this, there are a few easy steps to follow when “simple and done” are the goal. If you’ve been overwhelmed (and who hasn’t?) by all the options and to-do lists, you’re going to love this approach.

I promise.

Disclaimer: This process is super simple. That doesn’t mean it won’t take some focus and time. Put 30 minutes on your calendar at least once a week and make this a priority. Simple? Yes. Magic? No. At least, not yet.

Super-simple step one: Get your ideas out of your head. Many of us are idea machines. We think of so many things that we don’t know what to do first. If that’s you, then the first step is getting the ideas for your marketing out of your head and into a format you can refer to later and add to often.

Use the “Your Ideas” template if you’re a pen and paper person, or use your favorite app. The technology doesn’t matter.

If you fall into the “I have no ideas” category, then use your first 30 minutes to brainstorm.  Start here:

  • What would you love to tell people about your industry?
  • What are common myths or misconceptions that need busting or correcting?
  • The last time you were inspired—what did you do, and what happened next?
  • What have your learned from your clients/customers?
  • Where is the best way to meet/reach your ideal clients?
  • What events are strategic for you this year?
  • What trends are you loving/sick of?  

Super-simple step two: Create a plan. Since we’re not going to complicate this, I’ve made a “Your Year” template you can download and keep handy. Start filling in the months with events, promotions, and campaigns. Don’t forget any seasonal times that occur in your business.

Some of you may be thinking…

“That’s all fine and dandy, but I don’t have campaigns; I’m not sure what to promote, and don’t even get me started when it comes to events!”

I hear you. Since we’re all about simple, just start with the next month or quarter. Is it back-to-school time, or the snowy days of winter? What events are happening that drive activity? If you’re still stuck, just look at the next month and start there. Review your idea list and find something that resonates with you. Use that as your focus for the month. (If you are feeling extra organized, then you can go a step further by mapping out your weeks in detail using the “Your Month” template here.)

Super-simple step three: Now that you’ve got a focus, it’s time to execute. How do you reach your audience? By sharing information where they are. Showing up in their email, their Facebook feed, at events they attend, etc. Write a blog post, tape a video, record a podcast, attend an event, or even better, be the speaker at the event.

Hint: It’s not necessary to do everything. It is necessary to do one or two things really well – and BE CONSISTENT!

Do what’s natural and easy for you. Not a writer? Then use voice-to-text. Don’t let technology (or lack thereof) keep you from sharing the information with your audience. I know someone who launched an entire business writing advice in Facebook posts. It’s not my go-to recommendation, but if that’s all you’ve got right now, then use it!

Rinse and repeat. It really is that simple.

Like most things in life, it gets easier when you know how. It also becomes part of your daily flow if you schedule the time to get it done. If you need more customers, you can’t NOT do this. If you’ve got more clients than you can handle, then hire someone to do it for you.

Ready? Let’s go!

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Interested in hands-on help to put this planning templates into action? Then join us February 3rd for our virtual “Be Seen, Be Heard, Be Found” marketing planning workshop in Stamford. Find out more now!

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