Marketing strategy template

Your marketing strategy is your team’s North Star. Creating a good marketing strategy helps keep your team on track, and avoid any missed dependencies. A marketing strategy template helps prevent important execution from falling through the cracks while simultaneously reducing planning time. 

What is a marketing strategy template?

A marketing strategy template is a reusable tool that you create to help your team follow a plan of marketing tactics throughout the year. Marketing strategy templates typically include the team’s business objectives, budget allocation, and the prospective tactics they’ve planned to reach their business objectives. 

A marketing strategy template is the framework that helps you develop a strong marketing strategy plan.The Asana marketing template provides leaders with the basic foundation to base their marketing strategy off of. 

What is the difference between a marketing plan and a marketing strategy?

A marketing plan is a high-level document that highlights the overarching goals that your marketing team wants to achieve. This plan covers the basics—who is working on the project, what they are trying to achieve, and why these goals benefit the company. 

A marketing strategy is how you’ll achieve the goals outlined in the marketing plan. These are the specific tactics that your team is using, and the day-to-day work that will help you achieve the goals set out in the marketing plan. 

What components are in a marketing strategy template?

Refreshing your marketing strategy once or twice a year helps ensure that your marketing team is on the right track. Using a good marketing strategy template ensures that your team has all the crucial information anybody on your marketing team might need to complete an initiative. Some of that information includes:

• Executive summary: This is the high level overview of your marketing strategy. The executive summary should summarize everything that’s in your marketing plan within one to two pages.

• Business objectives: A business objective is the goal set by your marketing team that benefits the overall business. Your business objectives should connect to the work that is outlined in the marketing strategy. Business objectives often shift annually, so it’s important to notate that when drafting your marketing strategy template.

• Marketing goals and metrics: While the business objectives highlight the overall company goals, this section identifies the specific goals the marketing team is trying to achieve. This includes any major KPIs or SMART goals that your team establishes. You’ll also find  key milestones or major deadlines in this section.

• Marketing initiatives: Any major marketing initiative you have will live in this section. This includes your team’s positioning strategy, what marketing channels you plan to use, how you’re allocating budget, branding strategy, and your marketing funnel strategy. 

• Market research: This is the section that details the current state of the external market for your industry. This section includes your customer analysis, competitive analysis, and your team’s SWOT analysis. You might also find demographic information on your target market, competitor battlecards, comparison charts, and messaging documents.

Integrated features 

• Goals. Goals in Asana directly connect to the work you’re doing to hit them, making it easy for team members to see what they’re working towards. More often than not, our goals live separate from the work that goes into achieving them. By connecting your team and company goals to the work that supports them, team members have real-time insight and clarity into how their work directly contributes to your team—and company—success. As a result, team members can make better decisions. If necessary, they can identify the projects that support the company’s strategy and prioritize work that delivers measurable results. 

• Milestones. Milestones represent important project checkpoints. By setting milestones throughout your project, you let your team members and project stakeholders know how you’re pacing towards your goal. Use milestones as a chance to celebrate the little wins on the path towards the big project goal. 

• Custom fields. Custom fields are the best way to tag, sort, and filter work. Create unique custom fields for any information you need to track—from priority and status to email or phone number. Use custom fields to sort and schedule your to-dos so you know what to work on first. Plus, share custom fields across tasks and projects to ensure consistency across your organization. 

• Approvals. Sometimes you don’t just need to complete a task—you need to know if a deliverable is approved or not. Approvals are a special type of task in Asana with options to “Approve,” “Request changes,” or “Reject” the task. That way, task owners get clear instructions on what actions they should take and whether their work has been approved or not. 

Recommended apps

• Microsoft Teams. With the Microsoft Teams + Asana integration, you can search for and share the information you need without leaving Teams. Easily connect your Teams conversations to actionable items in Asana. Plus, create, assign, and view tasks during a Teams Meeting without needing to switch to your browser.

• Hubspot. Create Asana tasks automatically using HubSpot Workflows. With HubSpot Workflows, you can use all the customer data in HubSpot CRM to create automated processes. This integration enables you to seamlessly hand off work between teams, for example, when deals or tickets close in HubSpot.

• Google Workplace. Attach files directly to tasks in Asana with the Google Workplace file chooser, which is built into the Asana task pane. Easily attach any My Drive file with just a few clicks.

• Salesforce. Remove bottlenecks by enabling sales, customer success, and service teams to communicate directly with their support teams in Asana. Share attachments and create actionable, trackable tasks for pre-sales needs. With Service Cloud, connect your implementation and service teams with supporting teams in Asana to deliver amazing customer experiences.

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