[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-354491-105":3,"detail-sidebar-cat-1-en-105":81,"doc-detail-354491-en":127},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":74,"head_meta":76,"extra_data":78,"updated_unix":80},105,"en","marketing-planning-template-step-1-establish-your-baseline","Marketing Planning Template - Step 1 - Establish your \"Baseline\"","","Marketing Planning Template provides a structured, step-by-step framework to design and execute a marketing plan. Step 1 focuses on clarifying values, business purpose, ideal clients/customers, brand differentiation, and reviewing baseline marketing performance using acquisition, conversion, revenue, and spend metrics, plus a SWOT analysis. Step 2 sets concrete goals, ranks top strategies, and defines specific tactics for each strategy. Step 3 operationalizes execution via roles, ownership, process checklists, and a resource/provider inventory.",{"@graph":14,"@context":73},[15,34,56],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/presentations/","Presentations",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/marketing-planning-template-step-1-establish-your-baseline/354491/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/marketing-planning-template-step-1-establish-your-baseline/354491.png","ImageObject",442,249,{"name":42,"@type":43},"Grenda","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-10-27","2026-09-22",true,{"@type":52,"interactionType":53,"userInteractionCount":55},"InteractionCounter",{"@type":54},"ViewAction",10,{"@type":57,"mainEntity":58},"FAQPage",[59,65,69],{"name":60,"@type":61,"acceptedAnswer":62},"What does Step 1 (Establish your \"Baseline\") require you to define?","Question",{"text":63,"@type":64},"You define your values, business purpose, ideal clients/customers, brand differentiation, and review current marketing statistics and vital metrics.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"How are strategies and tactics organized in Step 2?",{"text":68,"@type":64},"You set measurable goals, rank your top 5 marketing strategies, then list specific tactics for each strategy with actionable items.",{"name":70,"@type":61,"acceptedAnswer":71},"What is included in Step 3 for executing the plan?",{"text":72,"@type":64},"You assign key roles and ownership, confirm process best practices like tracking and recurring marketing meetings, and create a resource/provider checklist including tools and support needed.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},354491,1791727897,{"code":4,"msg":82,"data":83},"success",[84,88,93,98,103,108,113,118,123],{"id":85,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":86,"slug":87},11,90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":115,"show_sort_weight":116,"slug":117},18,"Letters",30,"letters",{"id":119,"doc_module":22,"doc_module_name":25,"category_name":120,"show_sort_weight":121,"slug":122},21,"Paper Templates",5,"papers-templates",{"id":124,"doc_module":22,"doc_module_name":25,"category_name":125,"show_sort_weight":4,"slug":126},158,"General","general-158",{"code":4,"msg":82,"data":128},{"doc_id":79,"user_id":129,"nickname":42,"user_avatar":130,"doc_module":22,"category_id":85,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":131,"file_id":132,"file_url":133,"file_type":134,"file_size":135,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":136,"language":137,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":138,"faqs":139,"seo_title":140,"seo_description":12,"update_tm":141,"read_time":26},7971474921005,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","Marketing Planning Template  \nStep 1: Establish your “Baseline”  \nGet clear on your values, purpose, “ideal” clients/customers, and  \ncurrent status of your marketing programs.  \n1. My top values:    \n(Examples: integrity, family, independence, relationships, servitude, fitness, health, spirituality, action, movement, environment, achievement, freedom, legacy, etc.)  \n2. The purpose of my business is to:  (Examples: Prepare my clients for the certainty of uncertainty. Help my clients feel financially  \nconfident. Help my patients take good care of their health. Help my customers with their home  \nimprovement needs.)  \n3. My ideal client(s)/customers is/are:    \n(Life stage/Age/Gender? Family status? Profession? Assets/Net Worth/Income? Core Values?  \nOrganizations? Fears? Other?)  \n4. My brand is:  (Your unique story? Brand strengths? How are you and your business different and special? How do you uniquely solve the issues facing your ideal clients/customers? How do your ideal clients/customers talk about you?)  \n5. My current marketing stats:  \n\\# of new clients/customers acquired (last 12  \nmonths):    \n\\# of “ideal clients/customers”(last 12 months):    \n\\# of leads/clients/customers from each source:    \nExample: Referrals: 22/8  -means you received 22 referral leads and 8 converted to clients  \n(SOURCES)  \nReferrals:   Website SEO/conversion:    \nEvents:   Online listings:    \nSeminars/Webinars:   Lead automation programs:    \nAdvertising/PR:   Social Media:    \nRadio Show/TV:   Email/target marketing:    \nNatural Market:   Other:    \nNew client Revenue (12 months)    \n“Ideal Client” Revenue (12 months)    \nCurrent Vital Statistics:  \n-Activity (\\# of meetings/contacts per week seen)    \n-Conversion (% conversion to $)    \n-Revenue ($ per meeting/contact)   Marketing spend (12 months)   Cost per new client/customer    \n6. SWOT (Based on your goals for last 12 months):  \n\n| Strengths: |  |\n| --- | --- |\n| Weaknesses: |  |\n| Opportunities: |  |\n| Threats: |  |\n\nStep 2: Determine your new plan  \nGet focused on goals, strategies and tactics.  \n1. Goals – 20  :  \n􀁸 \\# New clients/customers:    \n􀁸 \\# New “ideal clients/customers”:    \n􀁸 \\# Leads required:    \n􀁸 Total marketing budget:    \n􀁸 Targeted cost per new client or  \ncustomer acquired:    \n2. Rank your top 5 marketing strategies:  \n  Referrals (traditional)   Social Media  \n  Referrals Automation   Website SEO  \n  Events   Online Listings  \n  Seminars/Webinars   Content Marketing (blog, newsletter)  \n  COIs   Email/Target Marketing  \n  Advertising/PR   Natural Market  \n  Radio Show/TV   Other:    \n3. Tactics (specific actions required for each strategy):  \n\\#1 Strategy:  \nTactics:  \n1.  \n\n| 2. |\n| --- |\n| 3. |\n\n\\#2 Strategy:  \nTactics:  \n1.  \n\n| 2. |\n| --- |\n| 3. |\n\n\\#3 Strategy:  \nTactics:  \n1.  \n\n| 2. |\n| --- |\n| 3. |\n\n\\#4 Strategy:  \nTactics:  \n1.  \n\n| 2. |\n| --- |\n| 3. |\n\n\\#5 Strategy:  \nTactics:  \n1.  \n\n| 2. |\n| --- |\n| 3. |\n\nStep 3: Execute  \nMake sure you have the right roles, processes and proper types of  \nsupport to achieve your goals.  \n1. Define key roles and ownership:  \nTask: Owner:  \nMarketing plan/strategy    \nMarketing calendar    \nContent development/copy    \nEvents/Seminars/Webinars    \nWebsite/SEO/listings    \nSocial Media    \nMetrics/tracking    \nOther:      \nOther:      \n2. Checklist of process best practices:  \n  Tracking vs. goals   Weekly marketing meetings  \n  Quarterly Marketing Calendar   Website analytics (Google)  \n  Automated Referral System   Weekly blogging  \n  Media kit   Monthly Profile Management  \n  CRM updated weekly   Social Media/email archiving  \n  Other:     Other:    \n3. Resource checklist:  \n  Marketing Providers   Referral Automation Provider  \n  Marketing Budget   CRM Provider  \n  PR Firm   Archiving Provider  \n  Tracking System   Google Analytics  \n  Staff Training   Coaching/Accountability  \n  Other:     Other:","cbCaigNejgL6k9am","https://ap.wps.com/l/cbCaigNejgL6k9am","pdf",738798,6,"English","# Step 1: Establish your \"Baseline\"\n## Values, purpose, ideal clients/customers, and brand\n## Current marketing stats and vital statistics\n## SWOT analysis\n# Step 2: Determine your new plan\n## Goals and priorities\n## Top 5 marketing strategies and tactics\n# Step 3: Execute\n## Key roles and ownership\n## Process best practices checklist\n## Resource checklist","[{\"question\":\"What does Step 1 (Establish your \\\"Baseline\\\") require you to define?\",\"answer\":\"You define your values, business purpose, ideal clients/customers, brand differentiation, and review current marketing statistics and vital metrics.\"},{\"question\":\"How are strategies and tactics organized in Step 2?\",\"answer\":\"You set measurable goals, rank your top 5 marketing strategies, then list specific tactics for each strategy with actionable items.\"},{\"question\":\"What is included in Step 3 for executing the plan?\",\"answer\":\"You assign key roles and ownership, confirm process best practices like tracking and recurring marketing meetings, and create a resource/provider checklist including tools and support needed.\"}]","Marketing Planning Template - Step 1 - Establish your \"Baseline\" | PDF",1790111233]