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The Marketing Planner Instructions
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Content Planner Tab
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This is a handy way to organise your content by date, working backwards from your events and launches.
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Note: You don’t need to plan out an entire year’s worth of content.
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This is simply a space to map out your big-picture content in one place, so you can see it all at a glance.
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How to Use This Tab
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Call To Action
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Start with the end in mind - what do you want them to do after they've read/watched your content?
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This focuses your content with a clear goal.
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Write the action you want them to take (e.g., "Register for event", "Book a session", "Download guide").
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Social Media Title or Topic
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Provide a brief description, opening hok or title of the activity, email, content piece, or event you are working on
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(e.g., 'Product Launch', 'Client Check-in', 'Social Media Post').
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Content type
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Use the 5 pillars to categorise your content - engage, educate, enlighten, edutain, or exchange
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Views
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Use this column to record how many views your post/video had
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Email Subject Line
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If the activity involves an email (e.g., marketing campaign or client communication), write the subject line here.
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You may like to repurpose these emails in future and it's good to have them all in one place in a list.
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Open rate
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Use this column to come back later and keep it up to date with the email open rate.
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Annual Calendar TabHere are some colour category ideas:
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This one-page snapshot highlights the key events of your year, providing clarity and structure.Holidays
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Start with the 'big rocks' – Focus on YOU first! Block out personal events, holidays, and self-care moments.Rest
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Add major events & launches – Plan your business milestones, product launches, and important projects.Marketing events you're running
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Fill in the rest – Include smaller tasks, meetings, and day-to-day activities.Client events
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Use colours to visually differentiate priorities, to easily see what you're working on at any given time.Training/Workshops you're attending
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Launch dates for events, offers etc.
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