With 7+ years in performance marketing, Iâve worked on countless strategy plans, campaign plans, communication plans, and performance trackingâall of which inspired me to develop my own Google Sheets templates along the way. While organizing my files, I decided to share 8 of these ready-made templates for planning and reporting.
These templates are designed to simplify data insights, save time, and kickstart your ideas, making marketing plans and reports easier than ever.
Hope these help you work easier and faster!
Marketing Plan Templates
1. Campaign/Project Planner
Discover the ultimate template I rely on as a campaign marketer for launching and tracking campaigns efficiently.
Streamline your campaign launches and tracking with this all-in-one template. It covers campaign details, budgets, communication strategies (owned, paid, earned), and team task management.
2. Social Media Planner
Maximize campaign effectiveness with clear communication, tailored content, and consistent posting. This template helps plan your social media calendar, create platform-specific content, and track workflow.
Plus, it allows teams to easily check and book available slots, keeping everything organized and efficient. Say goodbye to chaos and hello to seamless social media planning.
3. Blog Content & SEO Keyword Planner
Blogging drives traffic, builds brand visibility, and increases sales through content like product reviews and case studies. But to truly stand out, SEO is key to making your blog discoverable.
Thatâs why my blog content planner template includes built-in SEO keyword researchâhelping you craft content that gets noticed and delivers results.
4. Marketing Plan & Budget
This template features a marketing plan aligned with company goals and budget planning.
After executing and launching campaigns, the exciting part begins: campaign analytics and performance optimization! As a data enthusiast, I diligently track campaign results daily or weekly to assess my team’s efforts, identify successes and areas for improvement, and optimize strategies accordingly.
Marketing Reporting Templates
1. Campaign Analysis Report
This ultimate campaign report template provides my team with a comprehensive view of day-on-day, week-on-week, and month-on-month changes in key metrics, including impressions, clicks, cost, conversion rate, and more.
2. Social Media Analytics Report
This report template showcases the overall performance and KPIs for social media across various platforms, including Facebook, Twitter, Instagram, and LinkedIn. It tracks key metrics like impressions, engagements, followers, and page reach.
With this template, you can effortlessly compare the results of each post, summarize key findings, and outline action plans to optimize performance.
3. Influencers Performance Report
Influencer marketing is a significant investment for campaigns, making it crucial to closely monitor and effectively measure their performance based on campaign objectives.
This template encompasses influencer cost, tiers, followers, and performance results, enabling comprehensive tracking and evaluation.
4. Customer Satisfaction Report
This template serves as a valuable tool for tracking customer service across various channels, such as email, call, live chat, and FB messenger. Key metrics, including first reply time, satisfaction rate, total messages, and more, are meticulously recorded.
Additionally, you can efficiently summarize the top issues, frequently asked questions from customers, and outline strategies to optimize performance.
