Are you planning, auditing and reviewing your marketing efforts each month?

My top-selling Marketing Planner offers a more comprehensive plan, audit and review, but I thought I would offer a condensed one for those who feel overwhelmed by marketing. So let’s keep it simple.

Step 1 : Set Your Marketing Goals for the Month

Your marketing goals and objectives need to be specific and measurable, such as:

  • Increase Instagram followers by 1,000.
  • Create a new ad campaign for Facebook to drive traffic to my website.
  • Grow email list by 500.
  • Increase overall site traffic this month by 30%.
  • Create a promotion for Valentine’s Day.
  • Launch a new product via email and social media.
  • Increase overall sales this month by 20%.
Step 2: Create a Tactical Plan

Goal: Increase Instagram followers by 1,000.

Tactical Plan: 1. Run a giveaway every Friday asking people to like and share the post and tag three people in the comments; 2. Boost one of my  Instagram posts that had a high engagement to my target market; 3. Post a fun reel showing how to use my product as reels have twice the engagement.

Step 3: Results of Goals & Plan

Goal: Increase Instagram followers by 1,000.

Result: 460 new followers.

What Worked: The giveaway brought the majority of the new followers.

What Didn’t Work: The reel brought engagement but not new followers.

What To Do Differently Next Month: Make the giveaway post a reel, and that is also the post to boost.

Step 4: Overall Marketing Review

This is where you chart your monthly results, so you can compare to last month and to next month. This should include:monthly marketing audit

  • Sales
  • Expenses
  • Profit
  • New Customers
  • Traffic
  • Email Subscribers
  • Social Media Follwers
  • Ad Spending
  • Ad Results

My 5-page Monthly Marketing Audit makes it easy to plan, review and evaluate your marketing each month. Again, you do not need this if you already have my Marketing Planner.

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