Tactical Marketing Plan

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Tactical Marketing Plan

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Tactical Marketing Plan

Use the Tactical Marketing Plan to identify the action items and expectations that surround marketing your product or service. Use this template to begin the process of brainstorming and building your marketing plan.

Plan Overview

Practice:

Name of Campaign:

Campaign Manager:

Subject Matter Expert:

Objective

Target Market

In this section, you need to define your current customers and the potential customers you want to target.

Product Demographics

Target Contact Demographics

Message Summary

Call to Action

Use this section to brainstorm words or phrases that ask the customer to take action.

What is the desired outcome?

What is the pull-through offer?

Process

List Development

Prospecting Mechanism

Pre-event Follow-up

Post-event Follow-up

Opportunity Qualification Process and Criteria

Project Plan

Necessary Event Resources

Resource Role Estimated Work Hours

Budget

Compile a list of pertinent items that you will use to create your budget line items (for example, booth rental, amenities, travel). Use the Marketing Budget Plan template to build your final budget.

Metrics and Expectations

Approval

CEO: Date: / /

Campaign Manager: Date: / /

Product Manager: Date: / /

Project Manager: Date: / /

Date: / /

Date: / /

Campaign Sign-off

The undersigned accept this Marketing Campaign as described herein.

Signature/Date Signature/Date

Signature:

Signature:

Print first and last name:

Print first and last name:

Title:

Date:

Title:

Date:

Signature:

Signature:

Print first and last name:

Print first and last name:

Title:...