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Marketing Planning Meeting Template

Use this template to take your marketing strategy aside and turn it into a marketing plan.

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    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside Marketing Planning Meeting Template:

1 Step 1: Competitive analysis

Where are you compared to your competitors? Why are they superior to you? How can you outsmart your competitors?

2 Step 2: Target Audience Definition

Understand your target group. How they communicate? Where they communicate? What are their demographics?

3 Step 3: SWOT analysis 

SWOT refers to the strengths, weaknesses, opportunities, and threats of the company.

4Step 4: Identify consumer insights

Consumer insights are generally defined as findings that reveal something about the target group. (Needs, attitudes, etc. towards the product/brand).

5 Step 5: Idea generation find trends and use them for yourself

Which social media trends should I use for my marketing plan? What practical role does artificial intelligence, Big Data, Gen Z, or nano-influencers play?

6 Step 6: Goal setting

Follow the SMART principle.

7 Step 7: Campaign planning and control

This is where the insights, trends, and marketing goals are implemented in a detailed communications project.

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About the author

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    Head of Customer Success, KeepTruckin

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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