Planning & goal setting templates

For Paid Subscribers

These templates help you create your marketing plan and set goals. As part of planning, you’ll also need to revisit your high-level marketing strategy (see strategy templates here).

For more context on how to use these templates, read the following newsletters:

• Annual planning & goal-setting process

• Prioritization and avoiding RAM

• Strategy exercises for planning

• Calculating marketing budget & efficiency metrics

• The MKT1 Method

• Measuring full-funnel marketing & forecasting

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