{"product_id":"marketing-workbook-step-by-step","title":"Marketing Workbook, Step by Step for 2027","description":"\u003cp class=\"bsbs-lead\"\u003eFifteen printable one-page templates for the everyday work of marketing a small or medium-sized organisation, from goals and buyer personas to budgets, campaigns and quarterly reviews.\u003c\/p\u003e\n\u003ch3\u003eWho it's for\u003c\/h3\u003e\n\u003cp\u003eAnyone who plans and runs marketing in a small or medium-sized organisation. Use Templates 1–5 when you plan the year, Templates 6–14 for each campaign or tactic as it comes up, and Template 15 at the end of every quarter.\u003c\/p\u003e\n\u003ch3\u003eWhat you'll learn\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eTurn the business goals for the year into five or fewer marketing goals, each with a measure, a baseline, a target, a date and an owner\u003c\/li\u003e\n  \u003cli\u003eBuild buyer personas from real conversations and data, and score channels on audience fit, cost, effort and speed\u003c\/li\u003e\n  \u003cli\u003ePlan the marketing year on one page and track spend against plan, month by month\u003c\/li\u003e\n  \u003cli\u003eWrite campaign and agency briefs that set out the objective, audience, message, offer, budget and measures\u003c\/li\u003e\n  \u003cli\u003ePlan a lead magnet, a lead handover agreement with sales and a customer referral scheme with a known cost per customer gained\u003c\/li\u003e\n  \u003cli\u003ePlan local marketing, PR and media outreach and trade shows, with pointers to the CAP Code and the ICO’s guidance where rules apply\u003c\/li\u003e\n  \u003cli\u003eTrack each campaign week by week and run a quarterly marketing review that sets three priorities for the next quarter\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eWhat's inside\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e52 pages, 15 templates\u003c\/li\u003e\n  \u003cli\u003eEach template has three pages: what it is for and how to fill it in, in numbered steps; a worked example, most with notes on what to notice; and a one-page blank template to print or fill in on screen with any PDF editor that lets you add text\u003c\/li\u003e\n  \u003cli\u003eWorked examples from two fictional UK organisations: a speciality tea company and a landscape architecture practice\u003c\/li\u003e\n  \u003cli\u003eTemplate index at the back: every template with its purpose and the page of the blank to print\u003c\/li\u003e\n  \u003cli\u003eA licence to photocopy the templates for your own use and within your own organisation\u003c\/li\u003e\n  \u003cli\u003ePDF in A4 format — read on screen or print\u003c\/li\u003e\n  \u003cli\u003eInstant download after purchase\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003ch3\u003eContents\u003c\/h3\u003e\n\u003col\u003e\n  \u003cli\u003eMarketing Goals Sheet\u003c\/li\u003e\n  \u003cli\u003eBuyer Persona Sheet\u003c\/li\u003e\n  \u003cli\u003eChannel Selection Matrix\u003c\/li\u003e\n  \u003cli\u003eAnnual Marketing Calendar\u003c\/li\u003e\n  \u003cli\u003eMarketing Budget Tracker\u003c\/li\u003e\n  \u003cli\u003eCampaign Brief\u003c\/li\u003e\n  \u003cli\u003eMarketing Agency Brief\u003c\/li\u003e\n  \u003cli\u003eLead Magnet Planner\u003c\/li\u003e\n  \u003cli\u003eLead Handover Agreement\u003c\/li\u003e\n  \u003cli\u003eCustomer Referral Scheme Planner\u003c\/li\u003e\n  \u003cli\u003eLocal Marketing Plan\u003c\/li\u003e\n  \u003cli\u003ePR and Media Outreach Planner\u003c\/li\u003e\n  \u003cli\u003eExhibition and Trade Show Planner\u003c\/li\u003e\n  \u003cli\u003eCampaign Performance Tracker\u003c\/li\u003e\n  \u003cli\u003eQuarterly Marketing Review\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003ch3\u003ePart of The Ultimate Business Bundle\u003c\/h3\u003e\n\u003cp\u003eThis workbook is one of the 73 products in \u003ca href=\"\/products\/the-ultimate-business-bundle\"\u003eThe Ultimate Business Bundle\u003c\/a\u003e — 55 ebooks, 8 checklists and toolkits and 10 workbooks for £147 (worth £2,047 if bought separately: the total of the individual prices of the included titles in our store).\u003c\/p\u003e","brand":"Business Step by Step","offers":[{"title":"Default Title","offer_id":59143580942668,"sku":"BSBS-64","price":21.0,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1101\/3147\/8860\/files\/bsbs-64-marketing-workbook-step-by-step-3d.jpg?v=1791672226","url":"https:\/\/businessstepbystep.co.uk\/products\/marketing-workbook-step-by-step","provider":"Business Step by Step","version":"1.0","type":"link"}