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Marketing Plan

Not every business tackles their marketing plan at the beginning of the calendar year. But a basecamp or ground zero has to be established to map out a new path to new results.

Before you go on any journey, you have to think of the practical steps to get from A to B. Planning your marketing to get the results to reach your business goals is no different.

And everybody wants the simplest, quickest, and least expensive route. So it’s important to do the research put in the groundwork, and ask all of the questions.

We need to establish aspirations, what are their short and long-term goals, and put together a marketing system that can achieve them on route.

The Business

  1. What is the mission and vision?
  2. Can you describe the company’s main products or services?
  3. What differentiates the business from others?
  4. Who are the main customers or clients?
  5. What are the biggest challenges the business faces?
  6. What is its geographic reach  (local, national, international)?
  7. How would you describe the culture and values of the company?
  8. What do you consider to be the company’s greatest strengths?
  9. Can you provide a brief history of the company’s growth and development?
  10. What internal resources (staff, departments, etc.) are available for marketing activities?

Marketing Goals

  1. What specific marketing objectives are you hoping to achieve with this new plan?
  2. How do these objectives align with your overall business goals?
  3. Are you looking to increase brand awareness, generate leads, or drive sales?
  4. What is the timeframe for achieving these marketing objectives?
  5. How have your past marketing efforts performed against your goals?
  6. Are there any specific benchmarks you’re aiming to reach with your marketing plan?
  7. Do any particular events, such as product launches, factor into your marketing goals?
  8. How would success be measured for each of your marketing objectives?
  9. What is the priority of your marketing objectives?
  10. Are you open to exploring new marketing goals based on market research and analysis?

Target Audience

  1. Can you define your ideal customer groups?
  2. What are the core demographics?
  3. What are the interests and hobbies of your target audience?
  4. What challenges and pain points does your target audience face?
  5. How does your target audience typically search for information about your products or services?
  6. What are the key factors that influence your target audience’s buying decisions?
  7. Can you describe any previous customer feedback or data you have regarding your audience?
  8. What communities, forums, or social media platforms does your audience engage with most?
  9. How does your audience perceive your brand currently?
  10. Are you looking to maintain your current target audience or expand/reach a new demographic?


  1. What is the overall budget allocated for marketing over the next year?
  2. How flexible is your marketing budget for trying new strategies or campaigns?
  3. Have you previously tracked the ROI for your marketing initiatives?
  4. How do you typically divide your marketing budget across different channels?
  5. Are there funds allocated for market research or customer insights?
  6. What has been your most cost-effective marketing tactic to date?
  7. Do you have any budget constraints that we need to consider when planning?
  8. How is the marketing budget approved and allocated within your organization?
  9. Can you provide a breakdown of your previous marketing expenditures?
  10. Are you willing to increase the budget if a potential high-ROI activity is identified?

Current Marketing Efforts

  1. What marketing channels are you currently using?
  2. Can you share the performance metrics of your current marketing campaigns?
  3. What has been your most successful marketing activity so far, and why?
  4. Have you utilized any digital marketing strategies?
  5. What tools or software do you use to manage and track your marketing efforts?
  6. How often do you review your marketing strategies?
  7. Are there existing marketing activities you feel are underperforming?
  8. What type of content has resonated well with your audience?
  9. Do you have an in-house team handling marketing, or do you outsource?
  10. Are there any upcoming marketing projects or campaigns already in the pipeline?

Brand Identity and Messaging

  1. How would you define your brand’s voice and tone?
  2. What key messages do you want to communicate through your marketing?
  3. Are your current brand identity and messaging consistent across all platforms?
  4. How well do you think your current brand identity resonates with your target audience?
  5. Have you established brand guidelines that any marketing materials should adhere to?
  6. What emotions or values do you want your brand to evoke in your customers?
  7. How often do you update your branding, and are there any changes anticipated soon?
  8. Are there any elements of your brand identity that are non-negotiable or must always be included?
  9. How do you differentiate your brand message from your competitors’?
  10. Can you provide examples of branding you admire or would like to emulate?

Sales Processes and Funnels

  1. Can you walk me through your current sales process from lead to close?
  2. What are the typical touchpoints a customer has with your brand before making a purchase?
  3. Are there any gaps or bottlenecks in your current sales funnel that we should address?
  4. How do your marketing efforts integrate with your sales team’s activities?
  5. What role does online content play in your sales process?
  6. Do you have any automated systems or CRM tools in place to aid sales?
  7. How do you currently track and manage leads?
  8. What is your customer retention rate, and how do you foster repeat business?
  9. Do you utilize upselling or cross-selling strategies?
  10. Are there any seasonal trends that affect your sales cycle?

Competitive Landscape

  1. Who are your top competitors, and what can you tell me about their marketing strategies?
  2. How do your offerings compare to those of your competitors?
  3. What are the industry trends that could impact your positioning against competitors?
  4. Have you conducted a SWOT analysis of your business versus your competition?
  5. How do customers perceive your brand compared to competitors?
  6. How often do you monitor your competitors’ marketing activities?
  7. Are there any market niches that your competitors haven’t fully explored?
  8. How do you adjust your marketing in response to competitive moves?
  9. What is your unique selling proposition (USP) relative to the competition?
  10. Have you identified any opportunities for partnerships or collaborations that could give you a competitive edge?

Communication Channels

  1. Which communication channels have proven most effective for your brand?
  2. Are there any new platforms or technologies you’re interested in exploring for marketing?
  3. What types of marketing content do you think best represent and convey your brand’s message?
  4. How does your target audience prefer to receive communications from you?
  5. Do you currently engage with your audience through social media, and which platforms?
  6. How important is video content in your marketing communications?
  7. Have you tried using webinars, podcasts, or other interactive content to engage your audience?
  8. Do you find email marketing to be an effective channel for your business?
  9. Have you invested in mobile marketing or app-based communication strategies?
  10. Are offline channels, such as print or events, still relevant for your marketing, and how?

Expectations and Measurement Metrics

  1. What are your key performance indicators (KPIs) for marketing?
  2. How do you define a successful marketing campaign?
  3. What types of reporting or data analysis do you expect on a regular basis?
  4. Are you familiar with attribution modeling, and do you have a preferred method?
  5. What frequency and level of detail do you prefer in campaign performance updates?
  6. How will we establish and agree upon realistic expectations for marketing outcomes?
  7. In what ways does your team utilize data to make marketing decisions?
  8. What do you expect from us in terms of ROI demonstration?
  9. How do you envision us working together to review and adjust strategies based on metrics?
  10. Are there any industry-specific benchmarks that we should be aware of for performance measurement?


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