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Marketing Plan

A marketing plan is a structured document that defines a product's target audience, acquisition channels, campaigns, budget, and success metrics over a given period. Modern marketing plans typically cover a quarter or year and align stakeholders across product, sales and leadership. This template maps the five core pillars — personas, channels, campaigns, budget, KPIs — as interconnected branches so dependencies and resource allocation are visible at a glance.

12 min to set up24 pre-configured nodes
Use this templateGenerate similar with AI
Marketing Plan
Personas
Channels
Campaigns
Budget
KPIs

What is a marketing plan?

A marketing plan is a structured document that answers five questions: who are we selling to (personas and segments), where are those people (channels), what will we do to reach them (campaigns), how much will we invest (budget), and how will we know it worked (KPIs). Modern plans typically cover a quarter or fiscal year and serve as an alignment artifact between Marketing, Product, Sales, and executive leadership. The structure was consolidated by Philip Kotler in Principles of Marketing (1980), still the global reference textbook, and evolved with digital marketing — today a plan needs to balance paid acquisition (Google, Meta), organic (SEO, content), owned (email, retention), and earned (PR, referrals).

What's included

  • Personas
  • Channels
  • Campaigns
  • Budget
  • KPIs

Ideal for

  • Quarterly or annual marketing plan
  • Product launch
  • Strategic meeting with stakeholders

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