How to Create a 12-Month Marketing Plan: Step-by-Step Guide

Annual marketing plan

Learn how to create a 12-month marketing plan with these five steps: define business goals, conduct SWOT analysis, identify target personas, create an execution plan, and measure marketing efforts. A clear business and marketing plan can help secure funding resources or pitch to investors. Use Visme templates for customized plans in different industries. Financial professionals should focus on getting more prospects through seminars and appointments while creating daily routines for success. Real estate agents need consistent content creation to build credibility and trust over time. Strategy is the key to winning over competitors , not just planning .

What Are the 5 Steps in Order of a 12-Month Marketing Plan?

The video is about five steps to prepare a 12-month marketing plan.

The first step is to define your business goals, including who you want to focus on and how you will achieve those goals.

Conducting a SWOT analysis (strengths, weaknesses, opportunities, threats) of your industry is the second step.

Defining the target personas (ideal customers or clients) is the third step.

Creating an execution plan that includes different marketing strategies such as social media marketing and search engine optimization is the fourth step.

Organizing and measuring your marketing efforts by checking analytics and demographics is the fifth step.

Having a clear business plan and marketing plan can help fund resources or pitch to investors.

Breaking the 12-month calendar year into quarters can help dissect marketing goals effectively.

Free resources are available for those in need of assistance with their marketing efforts from Mallory Humes’ website mentioned in the video description.

Viewers are encouraged to subscribe to Mallory’s channel for future videos on similar topics related to entrepreneurship and female boss mothers.

How Do I Create a One Year Marketing Plan?

John Terry is hosting a workshop on creating a 12-month marketing plan for financial professionals.

The goal is to help these professionals grow their practice by at least 20% annually.

Successful advisors follow a daily routine and have a plan in place for marketing, business management, and client interactions.

To create the 12-month plan, break it down into smaller chunks: quarters, months, weeks, and daily tasks.

Reflect on what worked and didn’t work the previous year to learn from mistakes and repeat successes.

The top 5% of financial professionals do what unsuccessful people do sometimes or not at all.

A successful plan must address marketing strategies that consistently attract quality prospects throughout the year.

Financial professionals should focus on getting more seats (for seminars), appointments on calendars with quality prospects, closing more deals, and having satisfied customers refer others to them.

Following through with the implementation of the plan is crucial to success; otherwise, nothing will happen or the results will be mediocre/mediocre like most other advisors.’

Dr. John C Maxwell says that the secret to success lies in one’s daily routine; therefore, financial professionals need to devise a process they can follow every day to successfully achieve their goals over time.

12 Month Marketing Plan Guide

The total cost of marketing ingredients for a full month is $15,000.

Expenses include frosting, baking powder, chocolate, vanilla extract and other specialty flavoured varieties.

The advertising budget is $40,000 per year to expand into multiple marketing areas such as television, Internet advertising and newspaper advertising.

Marketing maintenance costs are $15,000 per year, which includes cleaning facilities and monitoring repair damage.

Total expected revenue is $200,000 based on known mathematical information at this time.

Revenue estimates depend on the target market’s interest in the products offered.

The company offers a variety of specialty flavoured ingredients in addition to those mentioned above.

There will be no additional costs for any other ingredients required during the month-long marketing campaign.

Multiple forms of advertising will be used to reach potential customers.

10.The company has considered all possible expenses while estimating their revenues.

What Should Be Included in a 12-Month Marketing Plan in Real Estate?

The video discusses a 12-month marketing plan for real estate agents.

Trevor, CEO of Carrot, works with thousands of real estate professionals to help them gain momentum and consistency in their marketing.

The plan aims to provide predictability and freedom in lead flow and quality.

Short-term, quick-impact marketing strategies are not enough; long-term momentum building is necessary for success.

Content creation is key to building credibility, trust, and engagement with potential clients.

Facebook ads can be effective but should be used in tandem with content creation for maximum impact.

Launching a website, creating unique content, and placing Facebook pixels on your website are important steps in the first month of the plan.

Location landing pages can help you outrank Zillow if used correctly

Video posts feature allows agents to create short videos that turn into written content automatically

10.The overall goal is to build momentum through consistent content creation that adds spots for people to find you while building credibility and trust over time.

Complete 12 Month Marketing Plan Template

The speaker is a woman named Perez who is excited to share her 12-month marketing plan.

She believes that having a plan in place is necessary to achieve six or more figures in an online business.

Coaching was the only thing that changed everything in her business and allowed her to look at it differently.

She encourages people to be open to suggestions, coaching, and a different way of building their business if they want to succeed.

Going into 2019 with the same approach as previous years sets one up for failure.

Perez has never had a 12-month plan before, but will discuss what to consider when creating one.

She opened five coaching spots for two hours of coaching for the price of one and only two spots remained available.

Coaching can help people realize basic things missing from their business plans that could double revenue and profits in 2019.

The speaker stresses the importance of being honest with yourself about stubbornness or resistance to change that prevents success.

Perez’s goal is not just inspiration but empowerment through action towards progress in both life and business endeavors.

How to Create a 3, 6, Or 12 Month Marketing Plan

The speaker used to create 12-month plans for clients in their previous businesses.

Long-term planning still plays a role, but it can be overwhelming for new service professionals.

Marketing is unpredictable and requires testing and feedback before making long-term commitments.

The speaker prefers 90-day chunks because they are more manageable and allow adjustments based on results.

A rolling 90-day calendar can be used instead of an annual plan.

Some people may prefer to have an idea of what they will do for the year, especially if there are big promotions or events planned.

Ninety days is a good time to work with when implementing marketing strategies.

It allows you to start implementing it quickly and see how things work without going too far into the future.

Fine-tuning can be done after each 90-day period based on feedback and results achieved during that period.

10.The speaker’s approach is more effective than what some may have done in the past.

A 12-month marketing plan is a comprehensive strategic document that outlines the marketing goals, strategies, and activities that a company intends to implement over the course of a year. It provides a roadmap for the marketing team, guiding their efforts to achieve specific goals and targets.

Here are the key components typically included in a 12-month marketing plan:

Executive Summary: Provide an overview of the marketing plan, highlighting key objectives and strategies to be implemented.

Situation Analysis: Assess the current market landscape, including the competitive environment, industry trends, and customer insights. Identify strengths, weaknesses, opportunities, and threats (SWOT analysis) to inform your marketing strategies.

Marketing Objectives: Clearly define the specific goals and objectives that your marketing efforts aim to achieve. These could include increasing market share, boosting sales revenue, launching new products, expanding into new markets, or improving brand awareness.

Target Audience: Identify and profile your target audience based on demographics, psychographics, behaviors, and preferences. Understand their needs, pain points, and motivations to effectively tailor your marketing strategies.

Marketing Strategies: Outline the overarching strategies that will be employed to reach and engage your target audience. This can include digital marketing, content marketing, social media marketing, email marketing, influencer partnerships, traditional advertising, public relations, events, or a combination of various channels.

Tactical Implementation Plan: Break down strategies into specific tactics and activities to be implemented month by month. This can include details on campaigns, content creation, advertising schedules, product launches, event planning, and other marketing initiatives.

Budget Allocation: Determine the marketing budget for each month and allocate resources accordingly. Consider expenses for advertising, content creation, promotions, events, marketing technology tools, and any other relevant areas.

Key Performance Indicators (KPIs): Define the metrics and KPIs that will be used to measure the success and effectiveness of your marketing efforts. This can include metrics such as website traffic, conversions, sales revenue, brand reach, customer acquisition, or customer engagement.

Monitoring and Evaluation: Establish a system for monitoring and evaluating the performance of your marketing activities throughout the year. Regularly review KPIs, track progress, and analyze results to identify areas for improvement and make necessary adjustments to your strategies.

Collaboration and Team Roles: Define the roles and responsibilities of the marketing team members involved in implementing the plan. Foster collaboration and clear communication channels are established to facilitate coordination and seamless implementation.

Contingency Plan: Anticipate potential challenges or unforeseen circumstances that may affect your marketing plan. Develop contingency plans to address these challenges and adjust your strategies accordingly.

Reporting and Review: Set up regular reporting intervals (monthly, quarterly, or as required) to review the performance of your marketing initiatives. Share insights, learnings, and recommendations with key stakeholders and make necessary adjustments for future months.

It is important to note that a 12-month marketing plan should be flexible and adaptable. As the market evolves and new opportunities arise, be prepared to revise and update your strategies to align with your business goals and customer needs.