Action plan

Setting marketing goals and analysing results

Low effort

High impact

Is your company’s marketing activity contributing to sales targets? Too often, marketing becomes a box-ticking exercise with a company maintaining channels without a clear sense of what impact each are having. Setting marketing goals and learning to track and analyse results makes sure the investment you’re making pays off.

  • We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
  • Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
  • Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
  • A downloadable PDF version of each action plan is available if you’d like to compete it offline

What can I do with this Action Plan?

Start this Action Plan

Add some extra information to this plan and we’ll help you get it done.

Get started
  • We’ve designed our action plans to be completed in the order of steps laid out and explained why each step is important
  • Customising your action plan lets you set your own completion dates, assign tasks to others and get notifications
  • Helpful tools are provided for certain steps while a tracking metric at the end will help you determine the long-term success of your effort
  • A downloadable PDF version of each action plan is available if you’d like to compete it offline

Download and print

Get a printable template for this Action Plan, fill it in with some target dates, and share it with your team. Pin it on the wall where everyone can see it.

Get the printable Action Plan

Learning Groups

We also run Learning Groups on these topics where you can join other leaders tackling the same challenges.

Find a Learning Group

How will I know if my action plan is working?

Source of sales

Knowing how customers discovered your business shows what marketing is effective

Why this metric?

Marketing needs to contribute to your revenue goals.

How do I start tracking?

Record how new customers found out about your company. The information can be collected automatically when customers are inputting their details or by salespeople.