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Tactical Marketing Plan

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

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  1. [Company Name] Tactical Marketing Plan Version 0.0 [Date published] Presented by:
  2. [Presenter's name] 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       3/28/2009 Tactical Marketing Plan Page 2
  3. 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 pull­through offer?       Process List Development       Prospecting Mechanism       Pre­event Follow­up       3/28/2009 Tactical Marketing Plan Page 3
  4. Post­event Follow­up       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. 3/28/2009 Tactical Marketing Plan page 4
  5. Metrics and Expectations Approval CEO: Date: / / Campaign Date: / / Manager: Product Date: / / Manager: Project Date: / / Manager: Date: / / Date: / / 3/28/2009 Tactical Marketing Plan page 5
  6. Campaign Sign­off 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:      Date:       Title:      Date:       Signature: Signature: Print first and last name: Print first and last name:             Title:      Date:       Title:      Date:       Note: Additional signatures might be required if the document changes significantly per the client’s request. 3/28/2009 Tactical Marketing Plan page 6
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