Adventise planning resource
Digital Marketing Planning Workbook
Document commercial goals, audience, channel roles, measurement, dependencies and the next 90-day priorities.
Strategy and execution
Use the resource to make scope, evidence and decisions comparable
This workbook turns broad marketing ambitions into a short operating plan. Complete it with the people responsible for sales, delivery, customer experience and measurement.
Review the plan monthly and change priorities when the evidence changes, not simply because a new tactic becomes popular.
When this service is a good fit
- ✓Several stakeholders need one shared brief or evaluation structure.
- ✓Proposals are difficult to compare because scope and assumptions vary.
- ✓The team needs to separate required outcomes from optional tactics.
- ✓You want a documented decision trail before budget or publishing approval.
Core capabilities
What the work can include
Commercial objective
Define the customer action and business outcome the plan should influence.
Audience and journey
Document priority customers, buying questions, objections and decision points.
Channel roles
Give search, paid media, content, social and the website a specific job instead of duplicating activity.
Ninety-day priorities
Select a small number of owned actions with dates, dependencies and success evidence.
Working process
From diagnosis to measurable improvement
Define the decision
Write down the commercial objective, constraints, owners and information needed before collecting proposals or recommendations.
Complete the working sections
Use the prompts to document the current state, required scope, dependencies, evidence and measures of success.
Compare and approve
Evaluate responses against the same criteria, resolve assumptions and record the owner of each final decision.
Frequently asked questions
Questions about Free Pdf Guide
Is this a finished procurement document?
No. It is a practical starting structure. Adapt legal, security, accessibility, procurement and commercial requirements to your organization.
Should pricing be requested in one format?
Yes. Ask respondents to separate setup, recurring work, media or production costs, optional items and assumptions so totals can be compared fairly.
How much background should we include?
Provide enough context to explain the customer, offer, current performance, constraints and decision process without sharing credentials or unnecessary sensitive data.
How should responses be scored?
Use weighted criteria connected to the objective, such as diagnosis quality, proposed approach, relevant capability, measurement, delivery risk and total cost.
Start with evidence
Get a focused plan for Free Pdf Guide
We will review the competitive landscape, identify the strongest opportunities and recommend the work most likely to improve qualified traffic and conversions.
Talk to an Adventise strategist