Independent Insurance Agent Marketing Budget Template_2025 - 2026.xlsx

	A	B	C	D	E	G
1	Marketing Goals
2	#	Goal	Short-term/long-term	Target Completion Month	Completed	Thanks for downloading your independent insurance agent marketing budget template! Before you start planning your expenses, capture your marketing goals in the left-hand table to ensure you’re marketing efforts remain strategic and fruitful.
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8	6					1. Record your goals in column B. Consider what you want to achieve through your marketing efforts. Try and be specific so you can easily peel out marketing activities (which you’ll later populate on sheet 3; see: Planned Marketing Expenses). 2. Categorize them by number (column A). 3. Consider your timeframe by also categorizing each goal by either short-term or long-term (column C). 4. Record the month you plan to achieve your goal. 5. Mark them complete as you go!
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21	19					www.appliedga.com
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