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 the full list of 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

• How to answer 3 big annual planning questions

You can find all MKT1 resources in our template library here.

---

Marketing budget calculator

Lovable app

Use this interactive tool to calculate your marketing budget quickly using 3 proven methods. Get a realistic range to ballpark your budget, then you can use our detailed budget template (available below the paywall) to get more granular.

---

Bottom-up forecast builder

Lovable app

Use this interactive tool to create a quick bottom-up marketing forecast to project a revenue target for next year. This is a great way to gut check if you can hit a top-down target. Then you can use our detailed monthly forecast template (available below the paywall) to expand on your calculations.

---

These 2 tools are free previews for anyone to use—but we have detailed spreadsheet versions of each, plus 9 more tools below the paywall!