MARKETING TEMPLATE

Marketing Strategy Template

A marketing strategy template on one wiki page: audience, positioning, channels, and the metric that proves it. Copy it in and keep the team pointed one way.

TL;DR. A marketing strategy is audience, positioning, channels, and one metric. Everything else is tactics. Copy the body of this page into a wiki page, name the audience and the metric first, and keep the team pointed the same way.

A strategy is a direction, not a calendar. The calendar is the plan that executes it. Most marketing documents fail by listing activities with no way to tell which ones mattered — the fix is to choose one metric up front and judge everything against it.

What a marketing strategy includes

  • Audience. Who you are reaching and the change you want.
  • Positioning. Why they choose you over the alternative.
  • Channels. The few you can sustain, each with a reason.
  • Metric. The one number that proves it is working.

How to use this template

  1. Copy the body below into a new wiki page in your space.
  2. Name the audience and the belief or behaviour you want to change.
  3. Write the positioning in one sentence.
  4. Pick two or three channels that fit the audience.
  5. Choose one metric and a target for the period.

The template — copy from here

Summary

  • Owner: <Name, role>
  • Period: <quarter / year>
  • One-line strategy: <the direction in a sentence>

Audience

<Who you are reaching. The segment, their context, and the belief or behaviour you want to change.>

Positioning

<In one sentence: why this audience should choose you over the alternative they use today.>

Channels

ChannelWhy it fits the audienceOwner
<channel><reason><name>

The metric

<The single number that says the strategy is working, with a target and a time frame. Name the leading indicator you will watch weekly.>

What we are not doing

  • <The channel or tactic you are deliberately skipping this period.>

Common questions

What should it include? Audience, positioning, channels, and one metric.

Strategy versus plan? Strategy is the direction; the plan is the calendar that executes it.

B2B content strategy? Same fields, mapped to a longer cycle with more buyers involved.

Keep the strategy in a wiki and link each campaign back to it, so the team can see which activity served which goal. Pair this with the Case Study Template and the Press Release Template, or browse the full template library.