All Templates

#Project #Marketing #Intermediate

Marketing Strategy Template

Creating a marketing strategy is simple when you use a marketing strategy template as a guide. Discover how marketing strategy template can assist your team in developing a solid and foundational strategy.

Template Configuration

Task status




Marketing Initiatives




Task type

Not Starting
In Progress

Custom field


Template Details

As part of your free 30-day trial! Tracup includes 10+ marketing strategy templates.

A marketing plan is a comprehensive blueprint that outlines the advertising and marketing efforts for the coming year. It describes business activities involved in accomplishing specific marketing objectives within a set time frame. A marketing plan can also be described as a technique that helps a business decide on the best use of its resources. (“Marketing Plan - Wikipedia”)

Your marketing strategy serves as the North Star for your team.

A good marketing strategy keeps your team on track and avoids missed dependencies. A marketing strategy template prevents critical execution from falling through the cracks while also shortening planning time.

A marketing strategy template is what it sounds like.

A marketing strategy template is a reusable tool that you create to assist your team in following a marketing strategy plan throughout the year. Marketing strategy templates typically include the team’s business objectives, budget allocation, and prospective tactics for achieving those objectives.

A marketing strategy template is a framework that will assist you in developing a solid marketing strategy plan.

The Tracup marketing template provides leaders with a basic foundation upon which to build their marketing strategy.

What is the distinction between a marketing strategy and a marketing plan?

A marketing plan is a high-level document that highlights your marketing team’s overarching goals. This plan covers the fundamentals: who is working on the project, what they are attempting to accomplish, and why these objectives benefit the company.

A marketing strategy is the plan for achieving the objectives outlined in the marketing plan. These are the specific tactics that your team is employing, as well as the day-to-day work that will assist you in meeting the marketing plan’s objectives.

What is included in a marketing strategy template?

Refreshing your marketing strategy once or twice a year might help keep your marketing team on target. Using a strong marketing strategy template guarantees that your team has all of the critical information that any member of your marketing team may require to accomplish an initiative. Some of the details are as follows:

Your marketing strategy is summarized in this executive summary. Within one to two pages, the executive summary should outline everything in your marketing plan.

A business aim is a goal defined by your marketing team that benefits the total firm. Your business objectives should be linked to the tasks specified in your marketing plan. Annually, business objectives frequently vary.

Market research: This section describes the present situation of your industry’s external market. This component comprises your customer analysis, competition analysis, and SWOT analysis for your team. Demographic information on your target market, rival battlecards, comparative charts, and messaging materials may also be found.

How to Make the Most of Our Marketing Strategy Template

You’ll create a foundation for marketing executives across your department by using our marketing strategy template. In this manner, you will begin to lay the groundwork for a basic marketing plan to meet their objectives.

What is the best method to get started?

Using the marketing strategy template from Tracup, everyone on your team has the freedom to create and modify the template to meet their team’s specific requirements. You might, for example, utilize the same marketing strategy template to develop your social media strategy or content marketing strategy.

You’ll have a solid marketing strategy to look back on once your team completes the marketing strategy template.

Features that are integrated Goals. Tracup goals are directly linked to the work you’re doing to achieve them, making it simple for team members to see what they’re working on. Most of the time, our goals exist apart from the work required to achieve them. By linking your team and company goals to the work that supports them, team members gain real-time insight and clarity into how their work directly contributes to the success of your team—and organization.

Milestones. Setting milestones during your project allows you to communicate with your team members and project stakeholders about how you’re progressing toward your goal. Use milestones to celebrate small victories along the way to the big project goal.

Individual fields. Custom fields are the most effective approach to categorize, classify, and filter work. Create distinct custom fields for any data you need to track, from priority and status to email or phone number. To help you prioritize your tasks, use custom fields to categorize and schedule them. Additionally, distribute custom fields between tasks and projects to promote uniformity within your organization.

Approvals. Sometimes you don’t just need to finish a task; you also need to know whether or not a delivery has been authorized. Approvals are a type of task in Tracup that can be “Approved,” “Requested modifications,” or “Rejected.” Task owners will receive clear information on what actions to take and if their work has been authorized or not.

The Template Default

Task Status: ☹[Vision]👌[Analysis]🖐❎[Marketing Initiatives] [Finished]
Task Type: [Not Starting] [Done] [In Progress] [Deferred] [Waiting]
Custom Field: Approval(text)
Task View: List, Board. File, Wiki
Custom Field can be shown: Create Time, Expire Date, Assignee, Type, Approval


Custom fields, task types, task status, etc. In the template can be customized, and you can adjust them according to the corresponding scene.

Ask for help:

If you have problems during the use of the template, please contact the Tracup team.


  1. [“Marketing Plan - Wikipedia.” Marketing Plan - Wikipedia, 1 Jan. 2019,](Marketing plan - Wikipedia)
Other Info

Built in 2022-09-26 17:49:05


Use Tracup to start your high performance collaboration

Enter your email to try out or ask your client service consultant at the lower right corner to know how Tracup can help you further

Add comment for