Use these Marketing Plan Templates (5 x MS Word templates and 10 Excel spreadsheets) to summarize the Who, What, Where, When, and How questions of marketing and sales activities for the planning year. Use this Marketing Plan Template to:
- Analyze your competitors in order to position your product or service
- Develop your product so that it meet customers’ needs
- Ensure pricing matches customers’ expectations and spending habits
- Define the promotion, advertising and PR you’ll adopt
- Identify specific marketing events or actions that will increase sales
- Deliver a cohesive plan that becomes your blueprint to marketing success
Marketing Plan Template: Screenshots
These screenshots are taken from the 5 x MS Word templates included in the Download file.
Modern themed cover page
Techno Theme cover page
Classic Marketing Plan Template
Budget By Type – landscape page
Tracking and Evaluation
Marketing Plan: 10 Free Excel Templates
Marketing Plan: Table of Contents
1 Executive Summary
1.1 Company Description
1.2 Strategic Focus
1.4 Current Situation
1.5 Competitive Advantage
2 Situation Analysis
2.1 Market Research
2.1.1 Research Findings
2.1.2 Growth Projections
2.2 Competitor Analysis
2.2.1 Competitor #1
2.2.2 Competitor #2
2.2.3 Competitor #3
2.2.4 Competitor Matrix
2.3 Customer Analysis
2.4 Environment Analysis
2.5 Industry Analysis
2.6 Market Definition and Segmentation
2.7 Market Analysis
2.8 Target Market
2.9 Target Market Strategies
2.10 SWOT Analysis
2.10.1 Identifying Internal Strengths And Weaknesses
2.10.2 Identifying Opportunities and Threats
3 Products and Services
3.1 Description of Products/Services
3.3 Products/Service Features
3.4 Other Considerations
4 Market Strategy
4.3 Promotion Strategy
4.4 Price Strategy
4.5 Price Comparison
4.6 Customer Service
4.6.1 Retaining Customers
4.6.2 Customer Complaint Handling
5 Sales Forecast
5.1 Sales Forecast By Product
5.2 Sales Forecast By Type
5.3 Sales Forecast By Market
5.4 Sales Forecast By Location
6 Budget Determination
6.1 Budget By Type
6.2 Budget By Month
6.3 Budget by Team Members
7 Marketing Organizations
7.1 Organization Chart
7.2 Roles & Responsibilities
8 Action Plan and Implementation
8.2 Action Items
8.3 Implications for staff involvement
9 Communication Plan
9.1 Sales Material
9.2 External Communications
9.3 Distribution Groups
10 Tracking, Evaluation & Control
Marketing Plan Template: Format & Contents
The templates are in Microsoft Word (.doc and .docx) and Excel and can be downloaded online for only $19.99.
The template pack includes the following documents:
|Marketing Plan (Blue Cover + MS Word 97-2003 file)||2 x 40 page template|
|Marketing Plan (Color Pencils, Berlin, Hip Themes)||3 x 40 page template|
|Competitive Analysis||1 x worksheet|
|Costs||1 x worksheet|
|Demographic Profile||1 x worksheet|
|Market Research||1 x worksheet|
|Market Profile||1 x worksheet|
|Sales Forecast by Market Segment||1 x worksheet|
|Sales Forecast by Product||1 x worksheet|
|Sales Forecast by Region||1 x worksheet|
|Sales Forecast by Unit||1 x worksheet|
Who are your Customers?
Here is a sample list of our customers. Since 1998, Klariti provided products and services to Accenture, AIG, Bearing Point, Cap Gemini, Cisco, Disney, Ernst & Young, GE, HBO, IBM, J.P. Morgan, KLM, KPMG, Lehman Brothers, LEVI’S, MacDonalds, Macy’s, Mayo Clinic, McCormick, McGrawHill, MEGA, Mesirow , Mitre, NHL, NTL, OmniVision, Oracle, OshKosh, PennWest Energy, Pepico, Performance Technologies, Philips, PriceWaterhouseCoopers, PV Cycle, Raytheon, Reuters, Roche, Rogers, SAAB, Sabre Holding, Safeway, Sagem Morpho, Sara Lee, Shaw, Shell, Siemens, Sikorsky, Sobeys, SpeakEasy, SunPower, Sydney Opera House, Symantec, TATA, Tetra, ThyssenKrupp, TNT, Toyota, Travellers, TYCO, UC Davis, Verizon, Visteon, Vodafone, Wachovia Securities, Wal Mart, Whirlpool, WIPRO, Zurich
I am here to help you with any questions. You can contact me directly if you need any helping using these templates.
What file formats are the templates in?
The files work on Word 97, 2003, 2007, Office 2010, Office 2016, Windows 7, XP, Vista, and Apple iWork (if you have Word for Mac).
How do I get my templates?
After you make the payment, you are sent an email. This has a link to a Download Page from where you can save the templates,
What is the refund policy?
We offer a 60 days refund policy.
I have not received my product. Who do I contact?
Please email ivan at klariti.com or info at klariti.com or ivanawalsh at gmail.com. Please include your order number
Help! I’ve accidentally deleted my templates!
Just drop us a line with the order number. We’ll send it out.
Why does my file say it’s corrupt?
If you open a zip file during the download, it may display an error message that the file is corrupt. What this means is that not all of the file have downloaded and therefore the system thinks its contents are corrupt. Please try to download the file again or contact us for assistance. Email us the receipt number you received from eJunkie and we’ll send you another copy.
Contact me at:
- Email: firstname.lastname@example.org / email@example.com
- Tel: 00.353.860.886.349
- WhatsApp: IvanAWalsh
As we’re in Europe, there may be a time difference when getting back to you.
Again, if there are any problems, just let me know.