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Tactical Marketing Plan

Document subtitle

Presented by: Your name

company name

Company address

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
Name of Campaign:	Campaign name
Campaign Manager:	Manager name
Subject Matter Expert:	Expert name

Objective

Describe your objective.

Target Market

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

Product Demographics

Describe your product demographics.

Target Contact Demographics

Describe your target contact demographics.

Message Summary

Summarise your message.

Call to Action

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

What is the desired outcome?

Describe your desired outcome.

What is the pull-through offer?

Define your pull-through offer.

Process

List Development

Describe your list development.

Prospecting Mechanism

Describe your prospecting mechanism.

Pre-event Follow-up

Define your pre-event follow-up.

Post-event Follow-up

Define your post-event follow-up.

Opportunity Qualification Process and Criteria

Define your opportunity qualification process and criteria.

Project Plan

Necessary Event Resources

Resource	Role	Estimated Work Hours
Resource 1	Role	Time
Resource 2	Role	Time
Resource 3	Role	Time

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.

List all pertinent items.

Define all pertinent items.

Metrics and Expectations

List all metrics and expectations.

Define all metrics and expectations.

Approval

Title	Name	Date 1	Date 2
CEO	Name	Date 1	Date 2
Campaign Manager	Name	Date 1	Date 2
Product Manager	Name	Date 1	Date 2
Project Manager	Name	Date 1	Date 2
Title 5	Name	Date 1	Date 2
Title 5	Name	Date 1	Date 2

Campaign Sign-off

The undersigned accept this Marketing Campaign as described herein.

Print First and Last Name	Title	Signature	Date.
Print First and Last Name	Title	Signature	Date.
Print First and Last Name	Title	Signature	Date.
Print First and Last Name	Title	Signature	Date.
Print First and Last Name	Title	Signature	Date.
Print First and Last Name	Title	Signature	Date.
Print First and Last Name	Title	Signature	Date.
Partner (Printed Name)	Partner (Signature)	Date.
Print First and Last Name	Title	Signature	Date.

Note: Additional signatures might be required if the document changes significantly per the client’s request.