How to Create Quarterly Marketing Plan: Template & Examples

A quarterly marketing plan is a strategic document that outlines marketing goals, strategies, and tactics for a specific quarter, typically a three-month period. It serves as a subset of the overall annual marketing plan and provides a more focused and detailed approach to achieving marketing objectives in a shorter time frame.

What Should a Quarterly Marketing Plan Include?

Alyssa is coordinating expert sessions for Numina, a fintech startup for freelancers.

Laura is the expert freelancer talking about creating a quarterly marketing plan.

Laura has been freelancing for 10 years and helps others grow their businesses through coaching services, books, and courses.

The presentation will focus on 2021 numbers to assess where you have been financially and what habits need to adapt.

A Google Doc will be used to help attendees fill out their 2021 revenue numbers or estimate if they haven’t already paid taxes.

Attendees should evaluate what marketing methods are already working for them instead of getting distracted by shiny objects that may not work for their clients.

It’s important to set realistic revenue goals and adapt them as necessary based on busy months or slow times throughout the year.

Overloading yourself with too many goals can lead to none being achieved, so it’s better to focus on one achievable goal at a time.

Marketing should be done consistently even when fully booked because it keeps potential projects in the pipeline and allows you to potentially get rid of clients who aren’t a good fit if someone else converts.

Attendees will learn how to lean into marketing methods that already work for them and break down specific tactics into weekly activities and day-to-day tasks using the Google Doc template provided during the interactive part of the presentation.

What Is a Quarterly Planning Process?

The speaker reflected on the end of Q3 and the beginning of Q4.

They ask if viewers have hit their targets and have a good plan for Q4.

They share a planning process that has worked well for their agency, which involves setting goals at the beginning of each quarter and breaking them down into smaller goals.

It’s important to reflect on whether or not you’ve achieved your goals and celebrate any successes.

Quarterly reflection is needed to learn from mistakes and figure out what works best for your business.

He stressed the importance of tracking current client numbers and recurring revenue as a snapshot of progress.

Setting clear goals for Q4 is crucial, with an emphasis on increasing customers and recurring revenue.

Key projects should be identified to achieve these goals, such as webinars or outreach emails.

KPIs (key performance indicators) should be established to track progress towards these goals, such as the number of strategy sessions per month.

The speaker proposes to share a document to help guide this planning process with audiences interested in building momentum within their agency during Q4.

What Is a Quarterly Planning (with Examples)?

Quarterly planning is a strategy meeting held every three months to assess progress against long-standing goals and objectives.

It makes it easy to track long-term goals over a short period of time and monitor projects that blow up on time or budget.

Review the previous quarter, assess issues, recognize wins and losses, and fine-tune processes.

Identify three areas of business focus for the next quarter.

Create specific goals with success metrics, action steps, and project phases to achieve success.

Scrutinize each goal for both risk and opportunity against every major decision in an honest and transparent manner without finger pointing.

Discuss larger corporate goals that impact your entire company, not just your specific team.

Set stretch goals that are challenging enough but not too hard to reach.

Prioritize customer feedback by focusing on their experience and whether you have succeeded in gaining repeat customers.

Defining the roles and responsibilities of the team around certain tasks should be clearly documented.

How to Simplify Your Quarterly Marketing Plan?

The speaker thanks subscribers to their new YouTube channel.

The video is for leaders, advisors, or non-advisors feeling overwhelmed by financial advisor marketing.

There are two basic themes: ignore noise and take a common sense approach.

Advisors should understand their clients to win business regardless of the technology platforms used.

Developing and implementing a marketing strategy doesn’t have to be complicated or expensive.

Quarterly self-coaching questions can help develop a marketing strategy based on four buckets: current customers, centers of influence, outbound marketing, and inbound marketing.

Surveying current clients can provide valuable information for developing a Q1 strategy, including hosting virtual client events and sending gifts to top clients who engage with content the most.

Quarterly meetings with influencers can also lead to partnerships in thought leadership content creation and networking opportunities at client events.

Outbound marketing should include having a polished website that reflects your message across all social channels, while inbound marketing should focus on answering customer questions through authentic content posted on accessible channels such as email newsletters if necessary.

10.The speaker encourages a common sense approach using available information about your clients’ preferences and focusing only on the channels that work best for you right now.

How to Write a Quarterly Marketing Plan for Small Business?

The show is about modern marketing for retailers.

Crystal Volcanoes is the host of the show.

The episode focuses on quarterly marketing plans.

Viewers are encouraged to leave comments and share their own experiences with quarterly marketing calendars.

In-person workshops involve setting a six-month calendar for social media content, building followers, events, and campaigns.

Failure to plan can lead to failure in business as a small business owner.

Social media planning is important but should be part of an overall marketing strategy that includes email, mobile, loyalty programs, events, print radio partners, etc.

Building audiences online and offline through monthly campaigns is critical to success.

An example of successful promotion using Facebook ads was given by an insider named Brian who integrated print gift certificates with Facebook ads resulting in a net profit of $894 from 25 people redeeming gift cards out of 100 claimed within 48-72 hours.

10.The . Viewers are urged to take action by scheduling meetings with themselves or team members to create a Q2 Marketing Plan; Insiders can attend live training sessions for $97 per month.

How to Build a Quarterly Marketing Plan

Laurel Gray from Happily Organized challenges viewers to do one small thing in their business every week.

This week’s challenge is to come up with a content plan for the next three months.

The plan should include marketing strategies such as videos or articles.

It is recommended to put the plan directly into your calendar for consistency and ease of access across devices.

Building expertise in your field is another reason having a content plan is important.

Planning ahead can save time and reduce stress compared to thinking about ideas every week.

Laurel records multiple videos at once, saving her time and allowing her to reach more people consistently.

Viewers are encouraged to take 30 minutes to come up with their own content plans this week.

Feedback on how it ‘s going can be shared with Laurel, who posts new videos every week on her channel.

10.Subscribe for updates on future challenges and tips from Happily Organized

What Should Be Included in a Quarterly Marketing Plan?

Review of the previous quarter: Evaluate the performance and results of the previous quarter’s marketing activities. Review key metrics, such as sales numbers, website traffic, conversion rates, and other relevant data to understand what worked well and identify areas for improvement.

Quarterly Objectives: Clearly define specific marketing goals and objectives for the quarter. These objectives should be consistent with the overall business objectives and may include targets such as increasing sales, launching a new product or campaign, expanding into new markets, improving customer retention, or enhancing brand awareness.

Target Audience: Identify the target audience or market segments that marketing efforts will focus on during the quarter. Understanding their demographics, behaviors, needs, and preferences is critical to tailoring messaging and selecting the right marketing channels.

Strategies and Tactics: Develop marketing strategies and tactics that align with quarterly goals. Strategies should outline the broad approach or direction to achieve the objectives, while tactics provide specific actions and activities to be implemented. These may include advertising campaigns, content marketing initiatives, social media strategies, email marketing campaigns, events, promotions, partnerships, and other relevant marketing activities.

Marketing Channels: Determine the specific marketing channels and platforms that will be used during the quarter to reach the target audience effectively. This could include a combination of traditional marketing channels (such as print, radio, or TV) and digital marketing channels (such as social media, search engine marketing, email marketing, or content marketing).

Budget and Resources: Allocate the necessary financial , personnel, and other resources to implement the quarterly marketing plan. Determine the budget for each marketing activity and ensure efficient use of resources.

Timeline and milestones: Create a detailed schedule or timeline for the execution of marketing activities throughout the quarter. Identify key milestones and deadlines to keep the team on track and ensure timely implementation.

Measurement and Reporting: Establish metrics, key performance indicators (KPIs), and reporting mechanisms to track and evaluate quarterly marketing plan performance. Regularly monitor and analyze results against established goals to make informed decisions, identify areas for improvement, and optimize future marketing efforts.

Coordination and Communication: Ensure effective coordination and communication within the marketing team and with other departments or stakeholders involved in the implementation of the quarterly marketing plan. This includes regular meetings, status updates, and sharing progress or results.

A quarterly marketing plan allows companies to break down their annual marketing goals into actionable and manageable chunks, allowing focused effort and flexibility to respond to market dynamics and changing business priorities. It provides a roadmap for achieving specific goals in a shorter time frame and facilitates efficient resource allocation and decision-making.