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The Intentional Marketing Plan

A comprehensive, fillable 37-page marketing plan template designed for small businesses, nonprofits, and growing organizations. Work through it on your own or bring it to a coaching session.

$17

One-time purchase
Instant PDF download

↓ Instant download after purchase. No account required.

What’s Inside

Everything You Need to Build a Real Marketing Plan

Not a generic checklist — a structured template that walks you through every stage of building a marketing plan from the ground up.

01

Marketing Objective & Goals

Executive summary section plus a goals-and-metrics table to capture your key deliverables and how you’ll measure them.

02

Business Overview & Target Market

Sections for your mission, values, products/services, and a detailed target market profile plus a 3-competitor analysis grid.

03

SWOT Analysis & Positioning

A full SWOT framework plus guided exercises for writing both a short (25-word) and detailed (100-word) positioning statement.

04

Messaging, Pricing & Distribution

Sections for your product promise, customer pain points, proof points, pricing strategy, and distribution channels by quarter.

05

Updated 4 P's of Marketing

A reframed approach — Solutions, Access, Value, and Education — that reflects how modern marketing actually works.

06

Budget, Risks & Action Plan

Marketing budget table by quarter, a risk and impact tracker, and a full action plan covering online presence, campaigns, and content.

07

Visual Timeline & Gantt Charts

A sample visual marketing timeline plus two blank Gantt chart templates to map your activities month by month.

08

Notes Pages

Twelve pages of lined notes space — for session notes, brainstorming, and keeping everything in one place.

Who This Is For

Built for Businesses That Are Serious About Growth

Whether you’re launching something new or finally getting structured about your marketing, this template meets you where you are.

New Business Owners

Building your marketing foundation from scratch and want a structured framework that covers all the right questions.

Established Small Businesses

You’ve been operating on instinct — now you want to get intentional and documented about where you’re marketing and why.

Nonprofits

You need a marketing plan your team or board can follow, track, and revisit as your programs grow and evolve.

Coaching Session Clients

Bring this to your strategy session with Elizabeth and work through each section together for a personalized result.

Everything You Need. Download It Today.

  • 37-page fillable PDF template
  • 8 structured marketing sections
  • SWOT, competitive analysis & positioning frameworks
  • Pricing strategy guidance with 4 models
  • Marketing budget and risk tracker tables
  • Visual timeline + 2 blank Gantt chart templates
  • 12 pages of notes space
  • Instant download — use on your own or in a coaching session
The Intentional Marketing Plan

$17

One-time purchase · PDF download

Instant download after checkout

Want to Work Through It Together?

Book a strategy session and we’ll complete your marketing plan together — with personalized guidance for your specific business, audience, and goals.