How to Create a Marketing Plan | Step-by-Step Guide

Visme
30 Sept 202011:21

Summary

TLDR你准备开始营销,但不知道从哪里开始?在这个视频中,Visme的Mike Plogger将带你通过七个必要步骤,创建一个成功的营销计划。这些步骤包括:设定短期和长期目标,描述目标受众及其特征,制定高水平的营销策略和战术,进行市场研究和竞争分析,确定具体的营销目标,制定详细的营销策略,以及考虑预算。这段视频还介绍了各种模板,帮助你轻松创建专业的营销计划。

Takeaways

  • 📝 制作营销计划的第一步是理解其目的,它应帮助设定目标、了解目标受众并优化营销活动的影响。
  • 🎯 营销计划应包括短期和长期营销目标、目标受众描述和一到多个高级营销策略和战术。
  • 📑 可以使用信息图表模板来清晰展示目标、受众和策略等关键信息。
  • 🔍 在营销计划中,可以添加当前市场状况、关键绩效指标、预算或财务考虑以及计划执行时间表等详细信息。
  • 👀 营销计划通常以PDF形式呈现,但也可以尝试通过信息图表、完整演示文稿或交互式网页来分享计划。
  • 👋 营销计划的第一步是执行摘要,它简要概述公司和营销计划的关键细节。
  • 🔄 回顾公司的使命、愿景和价值观,这有助于提供清晰度并回答营销计划的原因。
  • 📚 进行市场和竞争对手研究,分析自己公司的优势和劣势,并使用SWOT分析来展示研究结果。
  • 👥 确定目标客户,创建详细的客户画像,以便制定更有针对性的营销策略。
  • 📈 明确营销目标,使用具体数字,如增加网站流量30%等具体目标。
  • 🗓️ 制定营销策略,包括要做什么、如何做以及使用的渠道,并将其转化为可视化的步骤或阶段。
  • 💰 详细说明预算考虑,清楚地列出达到目标的成本,并尽早设定上限。
  • 🛠️ Visme提供了多种模板,适用于不同行业的营销计划,可以根据需要进行个性化调整。
  • 🎨 Visme的信息图表模板以有趣、动画和清晰的方式呈现信息,使内容易于理解和记忆。

Q & A

  • 为什么制定营销计划是必要的?

    -营销计划是任何希望迈向成功的企业的必要操作,它有助于设定目标、理解目标受众,并优化营销活动的影响。

  • Visme提供哪些工具来帮助用户简化工作生活?

    -Visme提供了设计、演示文稿或营销的工具,帮助用户成为真正的专业人士。

  • 营销计划应该包含哪些基本要素?

    -营销计划应包含短期和长期营销目标、目标受众及其人物画像的描述,以及一个或多个高级营销策略和战术。

  • 如何通过Visme的模板来展示营销计划的关键细节?

    -Visme的模板可以展示关键细节,如目标、目标受众和策略,以易于消费的页面形式呈现。

  • 在营销计划中,如何呈现市场现状和关键绩效指标?

    -可以在营销计划中添加市场现状的概述、关键绩效指标(KPIs)、预算或财务考虑,以及计划执行的时间表。

  • 如何创建一个有效的营销计划的执行摘要?

    -执行摘要是公司和营销计划关键细节的简要概述,应简洁明了,包括过去的成就和公司未来的发展方向。

  • SWOT分析在营销计划中扮演什么角色?

    -SWOT分析(优势、劣势、机会和威胁)是展示研究的一种方式,帮助识别公司的发展路径、机会、设定目标等。

  • 如何确定目标客户并创建营销策略?

    -通过创建一个人物画像来确定目标客户,包括他们的年龄、收入、兴趣和价值观,然后根据这些信息创建更有针对性的营销策略。

  • 在营销计划中,如何设定具体的营销目标?

    -营销目标应具体并用实际数字表示,例如,不要只说增加网站流量,而应说在接下来的三个月内将网站流量增加30%。

  • 如何将营销策略转化为可视化的步骤?

    -可以将策略转化为一系列阶段或步骤,明确每个步骤需要完成的任务,以便团队和观众能够完全理解你的思路。

  • 在营销计划中,预算考虑的重要性是什么?

    -预算考虑对于计划至关重要,需要清楚地表明实现目标的成本,并尽早设定上限,以避免不必要的开支。

  • Visme提供了哪些行业特定的营销计划模板?

    -Visme提供了多种行业特定的模板,如餐厅、房地产、SaaS或内容公司、社交媒体和个人品牌建设等。

  • 为什么信息图表在营销计划中如此有用?

    -信息图表以易于理解的方式展示信息,人们更有可能记住与视觉相结合的信息,而不是仅靠文本。

  • Visme如何帮助用户创建个性化的营销计划?

    -Visme提供了可编辑的模板,用户可以根据自己的品牌进行定制,包括文本内容、颜色、字体、图标等。

Outlines

00:00

📝 制定营销计划的七个步骤

Mike Plogger 在视频中介绍了如何创建一个成功的营销计划。首先,理解营销计划的目的,包括设定目标、了解目标受众和优化营销活动的影响。营销计划应包含短期和长期目标、目标受众描述、一个或多个高级营销策略和战术。Visme 提供了信息图表模板,帮助清晰展示这些关键细节。此外,还可以添加市场状况概述、关键绩效指标、预算或财务考虑以及计划执行的时间表。Mike 还分享了七个步骤,包括从执行摘要开始,回顾公司的使命、愿景和价值观,进行市场和竞争对手研究,识别目标客户,明确营销目标,制定营销策略,并详细说明预算考虑。

05:01

🎯 明确营销目标与策略

在第二段中,Mike 强调了明确营销目标的重要性,指出目标应该是具体的数字,例如提高网站流量30%。接着,他介绍了如何将营销策略分解为可执行的阶段,并推荐使用视觉化工具来帮助团队和观众理解整个流程。此外,还讨论了如何使用不同的模板来展示信息,比如使用图表和时间线来清晰地规划项目的不同阶段。Mike 还提供了一些 Visme 模板的例子,这些模板可以帮助用户根据不同行业的需求定制营销计划。

10:02

🛠️ 利用 Visme 模板提升营销效果

最后一段中,Mike 推荐了 Visme 的多种营销模板,这些模板适用于不同行业和个人品牌建设。他强调了 Visme 在信息呈现方面的创新,特别是通过动画和清晰设计来展示信息图表。Mike 鼓励观众浏览 Visme 的模板库,以找到适合自己需求的模板,并强调了这些模板的可定制性,包括文本内容、颜色、字体和图标等。视频最后,Mike 感谢观众的观看,并邀请他们如果觉得有帮助就点赞,同时预告了下一次视频的内容。

Mindmap

Keywords

💡营销计划

营销计划是指为实现特定的市场营销目标而制定的一系列策略和行动步骤。视频中提到的营销计划有助于了解业务、明确目标、保持专注,并确保团队一致。

💡目标受众

目标受众是指产品或服务的潜在消费者群体。在视频中,描述和理解目标受众有助于制定更有针对性的营销策略。

💡SWOT分析

SWOT分析是一种战略规划工具,用于识别企业的优势(Strengths)、劣势(Weaknesses)、机会(Opportunities)和威胁(Threats)。视频中提到使用SWOT分析来展示公司的路径、识别机会和设定目标。

💡执行摘要

执行摘要是对整个公司及其营销计划的简要概述,突出业务功能和计划目的。视频中提到执行摘要应简明扼要,包括过去的成就和公司的未来方向。

💡市场研究

市场研究是指通过调查和分析市场情况及竞争对手来收集相关数据。视频中强调了研究市场和竞争对手的重要性,以便制定更有效的营销策略。

💡视觉信息图表

视觉信息图表是以图形化方式展示信息的工具。视频中提到使用信息图表可以更清晰地传达营销计划的各个方面,例如目标、策略和预算。

💡关键绩效指标

关键绩效指标(KPI)是用于衡量业务目标实现情况的具体指标。视频中提到可以在营销计划中包含KPI,以便跟踪和评估营销活动的效果。

💡预算

预算是对营销活动所需费用的预估和规划。视频中提到明确预算对于控制成本和实现营销目标非常重要,并建议尽早设定费用上限。

💡营销策略

营销策略是为实现营销目标而制定的具体行动计划。视频中强调了制定营销策略时需要详细列出每个步骤及其执行方法,并建议使用视觉工具来展示这些策略。

💡竞争分析

竞争分析是通过比较和研究竞争对手来了解市场竞争状况。视频中提到通过竞争分析,可以识别市场中的差距和机会,从而制定更有竞争力的营销策略。

Highlights

创建营销计划的第一步是理解其目的,它应帮助设定目标、了解目标受众并优化营销活动的影响。

营销计划应包括短期和长期营销目标、目标受众描述和一或多个高层级营销策略和战术。

使用Visme的图表模板可以清晰地展示目标、受众和策略。

营销计划通常以PDF格式呈现,但也可以尝试制作信息图表、完整演示文稿或交互式网页。

创建有效营销计划的七个步骤包括从执行摘要开始,这是对公司和营销计划关键细节的简要概述。

重申公司的使命、愿景和价值观,为营销计划提供清晰度和方向。

进行市场和竞争对手研究,分析公司的优势和劣势,使用SWOT分析来展示研究结果。

识别目标客户,创建详细的客户画像,并使用模板在演示或会议中介绍。

明确营销目标,使用具体数字设定目标,如提高网站流量30%。

营销策略应从开始到结束详细说明,包括做什么、怎么做以及使用哪些渠道。

使用视觉化工具,如信息图表,帮助团队和受众理解你的思考过程。

详细说明营销计划的预算考虑,清晰地展示成本和潜在的隐藏费用。

Visme提供了多种模板,适用于不同行业的营销计划,如餐饮、房地产、内容营销等。

个人品牌营销模板可以帮助个人展示简历、技能和经验,并设定个人目标。

Visme的信息图表模板以有趣、动画和清洁的设计改变了信息呈现方式。

鼓励观众访问Visme.com开始使用模板,并在有帮助的情况下点赞支持。

Transcripts

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so you're ready to start marketing but

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you have no plan where do you begin what

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should you include

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how can you present it you have the

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questions we have the answers

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[Applause]

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[Music]

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hello world my name is mike plogger and

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here at visme we aim to make your work

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life easier whether it's design

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presentations or marketing we have the

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tools to help you become a true

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professional marketing is a necessary

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operation for any business looking to

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take a leap towards success however if

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you don't have the proper experience you

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might be lost on how to create a

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marketing plan and these are extremely

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helpful when it comes to understanding

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your business clarifying your goals

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staying focused and keeping everyone on

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your team on the same page

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in this video i'll take you through the

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seven necessary steps to creating a

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winning marketing plan as well as share

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a number of templates you can start with

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right away shall we

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understanding the purpose behind a

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marketing plan is step number one

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ideally it should be used to help you

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set your goals understand your target

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audience and optimize the impact of your

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marketing campaigns communicating your

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big strategy or idea is what your

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marketing plan is all about in order to

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do this every marketing plan should

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consist of the following

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number one your short and long-term

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marketing goals number two a description

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of your target audience and their

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persona and number three one or more

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high-level marketing strategies and

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tactics this infographic template

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available on visme right now features

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each of these key details it clarifies

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the objectives the target audience and

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strategies in an easily consumable page

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if you wanted to go the extra mile and

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include even more detail you can also

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add an overview of the current market

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situation key performance indicators

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budget or financial considerations or a

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timeline on when the plan will be

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carried out typically all of this

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information is communicated on a pdf

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just like the one we just saw but if

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you're feeling creative try creating an

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infographic a full presentation or an

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interactive web page to share your plan

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who knows it could be the difference

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between your plan and someone else's

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without further ado let's dive into

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seven steps for creating an effective

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marketing plan

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step number one start with an executive

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summary this is essentially a brief

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summary or overview of your entire

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company and the key details of your

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marketing plan it highlights the

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function of your business and the

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purpose of your plan this shouldn't be

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very long the summary can include past

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achievements and the future direction of

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the company

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consider this template here the details

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are concise and to the point you want to

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tease your viewers on what's to come and

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get them on the edge of their seats it's

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not overwhelming just a quick

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introduction before you get into the

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meat of your plan

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revisiting your company's mission vision

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and values is important to highlight

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early on

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why it'll provide clarity and answer any

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questions as to why your marketing plan

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is the way that it is it'll show viewers

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you had this in mind throughout your

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entire planning process templates like

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this can help because it'll educate or

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remind your viewers how your company got

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to the point they're currently at and

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where you're looking to be in the future

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one of the first steps with any plan is

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doing your research study the market

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study the competition what are others

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doing that's working and then what can

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you do to make it even better deeply

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analyze your own company's strengths and

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weaknesses touch on what you're doing

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well but don't be afraid to communicate

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what you think could be stronger a swot

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analysis or strengths weaknesses

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opportunities and threats is a great way

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to present your research you can

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visualize the company's path identify

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opportunities set goals and so much more

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this template right next to me can be

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edited in visme and is completely

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customizable from the text content to

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the colors fonts icons you name it you

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can edit all of our templates to match

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your brand you can do the same for your

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competitors compare your company with

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another one in the industry to see how

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they match up with one another side by

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side it can be eye-opening sure but take

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a hard look at the competition it's

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crucial if you want to compete in the

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market

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after identifying your competition you

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must identify your target customer this

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will allow you to create more informed

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and tailored marketing strategies vote a

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person from scratch how old are they

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what's their income what are their

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interests what do they value

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a template like this is perfect for

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putting that person you've built on

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paper and explaining him or her to your

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audience during a presentation or during

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a meeting

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or what's one way that's almost always

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used when someone wants to explain

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themselves for a job

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well a resume of course this template

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more closely resembles an actual resume

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it includes basic information a

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photograph personality traits a bio

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goals frustrations you can edit it

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however you see fit to describe your

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target audience and if your target

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audience is a mixture of different

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people try creating an infographic with

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data widgets you can break down how much

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you should cater to one group or the

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other there's a number of different

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charts and graphs you can use to help

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but this template went with pie charts

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to break down target customer

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percentages it's easier to understand

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than if someone was trying to explain it

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without a visual

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[Music]

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okay you've done your research you know

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your audience now it's time to outline

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your marketing goals what are you hoping

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to achieve with your marketing plan the

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most important thing to remember with

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this step is to be specific with actual

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numbers if you're hoping to achieve more

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web traffic don't just say the goal here

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is to increase web traffic say my goal

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is to increase traffic to our site by 30

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percent within the next three months you

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need a concrete goal not a blanket

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statement

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this template is simple easy to digest

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and lays out specific goals they're all

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measurable and clear following the

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progress towards the goals won't be

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difficult with how definitive they are

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and as i mentioned deadlines could be

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used as well if that's the case a

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template like this could be more fitting

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in order for this company to accomplish

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a goal these three phases must be

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properly carried out marketing plans

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like this help viewers follow along as

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they can refer back to them if they

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start to get off track

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continuing off my last point our sixth

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step is to lay out your marketing

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strategy from beginning to end there's

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three details to write down and include

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with this step one what to do two how to

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do it and three the channels to use i

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highly recommend turning this into a

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visual so your team and audience can

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fully understand your thought process to

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make it even easier for them turn your

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strategy into a series of phases or

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steps it could look something like this

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clarifying what needs to be done in each

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step before moving on or if you want

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more certain dates and deadlines this

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template here could be even better

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specific dates are laid out from the

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first phase of the project to the launch

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if you want to ensure something is

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completed by a certain time we highly

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recommend using this template

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infographics in general are wonderful

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for displaying information in a way that

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is easy to understand people are much

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more likely to retain information paired

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with a visual rather than with text

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alone another template to consider is

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something like this lay out all of your

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information in a detailed manner leaving

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nothing to the imagination

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last but not least detail the budget

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considerations for your plan how much is

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it going to cost in order to reach your

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goal it's important to be clear with

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this up front at least as best as you

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can marketing can be costly and there

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are often a lot of hidden expenses

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this may be the most helpful template of

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all it clearly lays out the cost to your

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company try to set a cap early on so you

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have a goal to stay under from the jump

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[Music]

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okay we've covered the steps for

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preparing your marketing plan you should

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be able to put one together from start

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to finish but i did want to share just a

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few more visme templates that may help

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you depending on what industry you're in

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this restaurant marketing plan template

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is versatile for either massive chains

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or local eateries you can replace the

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photos with your own and change the

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colors just like with other templates

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if you're in real estate and are part of

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a team or even if you're operating your

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own business this template here can be

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useful the swot analysis included makes

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it perfect for businesses focused on

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property marketing

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maybe you work for a sas or content

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company and you're looking to take your

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content to the next level this template

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will help you organize your editorial

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calendar so you're able to reach your

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goals on time

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or what about social media we all manage

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our own pages of some sort and all

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businesses should have their own as well

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want more followers this template can

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lay out your goals describe your ideal

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followers and so much more this digital

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marketing template has a modern feel

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with a number of different features swot

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analysis executive summary goals

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strategies it has it all just waiting

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for you to hop on board and make it your

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own

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product marketing requires as much or

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more research into consumers as any form

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of marketing that's why this template

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covers those basics as well as includes

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the detailed marketing budget we covered

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just a minute ago

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want to market yourself build your own

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personal brand well visme has the

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templates for you too it's just a simple

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three-page plan highlighting resume

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skills and experience before getting

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into your personal goals and it wouldn't

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be a visme video without further

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discussing infographics visme has

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changed the game when it comes to

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presenting information in fun animated

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and clean designs this one page

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marketing infographic template contains

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all the necessary details and won't

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overwhelm your audience

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okay now that you've done at least some

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of your research it's time for you to

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get to work i highly recommend at least

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scanning visumy's template collection

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there's even more marketing templates

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past the ones that we've discussed today

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and they're waiting for you right now

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head to visme.com to get started in the

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meantime thank you so much for watching

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if we were of any help we'd love for you

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to click that like button down below

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and if that's not in the cards well

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maybe next time we'll see you again soon

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for now i'm mike plogger with visme

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helping you make information beautiful

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[Music]

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you

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营销计划Visme工具市场分析目标受众营销策略SWOT分析信息图表预算规划内容营销个人品牌
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