Tactical Marketing Plan

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[Company Name]

Tactical Marketing Plan

Version 0.0
[Date published]

Presented by:
[Presenter's name]
Tactical Marketing Plan
Use the Tactical Marketing Plan to identify the action items and expectations that surround marketing
your product or service. Use this template to begin the process of brainstorming and building your
marketing plan.

Plan Overview

Practice:      

Name of Campaign:      

Campaign Manager:      

Subject Matter Expert:      

Objective

Target Market
In this section, you need to define your current customers and the potential customers
you want to target.

Product Demographics
     

Target Contact Demographics


     

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Message Summary

Call to Action
Use this section to brainstorm words or phrases that ask the customer to take action.

What is the desired outcome?


     

What is the pull-through offer?


     

Process
List Development
     

Prospecting Mechanism
     

Pre-event Follow-up
     

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Post-event Follow-up
     

Opportunity Qualification Process and Criteria

Project Plan
Necessary Event Resources

Resource Role Estimated


Work Hours

Budget
Compile a list of pertinent items that you will use to create your budget line items (for
example, booth rental, amenities, travel). Use the Marketing Budget Plan template to
build your final budget.

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Metrics and Expectations

Approval

CEO: Date: / /
Campaign
Date: / /
Manager:
Product
Date: / /
Manager:
Project
Date: / /
Manager:
Date: / /
Date: / /

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Campaign Sign-off
The undersigned accept this Marketing Campaign as described herein.

Signature/Date Signature/Date

Signature: Signature:

Print first and last name: Print first and last name:
           

Title:      Date:       Title:      Date:      

Signature: Signature:

Print first and last name: Print first and last name:
           

Title:      Date:       Title:      Date:      

Signature: Signature:

Print first and last name: Print first and last name:
           

Title:      Date:       Title:      Date:      

Note: Additional signatures might be required if the document changes


significantly per the client’s request.

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