Tactical Marketing Plan

[Company Name]

Tactical Marketing Plan

Version 0.0

[Date published]

Presented by: [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 ____________________

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 pull-through offer? __________________________

Process

List Development__________________________

Prospecting Mechanism__________________________

Pre-event Follow-up__________________________

 Post-event Follow-up__________________________

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.

 

Metrics and Expectations

Approval ________________

CEO:                                                      Date:                     /                              /             

Campaign Manager:                       Date:                     /                              /             

Product Manager:                           Date:                     /                              /             

Project Manager:                             Date:                     /                              /             

Campaign Sign-off                           Date:                     /                              /             

 

The undersigned accept this Marketing Campaign as described herein.

Signature/Date Signature/Date

 

Signature: __________

Print first and last name: __________

Title:     __________

Date:    __________

Note:    Additional signatures might be required if the document changes significantly per the client’s request.