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Write a one-page marketing plan for next quarter

A single page with your goals, audiences, key messages, channels, budget split and the three things to do first.

Marketing managerBeginner20 minAI assistantGoogle Docs
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When to use it

A few weeks before each new quarter

Step by step

  1. Gather what you already know

    Jot down your business goals for the quarter, last quarter's results, your budget and any launches or seasonal dates. Rough bullet points are fine.

  2. Ask your AI assistant to shape the plan

    Open ChatGPT, Claude or Gemini and paste this prompt with your notes underneath.

    Prompt to copyYou are an experienced marketing manager. Using my notes below, write a one-page marketing plan for [quarter] for [business or product]. Our main goal is [goal, e.g. 20 new trade customers]. Budget: [amount]. Include these sections: 1) Goal and how we'll measure it, 2) Who we're targeting (max 3 audiences), 3) The one key message for each audience, 4) Channels and roughly how to split the budget, with a one-line reason for each, 5) Month-by-month activity, 6) Risks and what we'd do about them, 7) The three things to start this week. Keep it to one page and flag anything in my notes that doesn't add up. My notes: [paste notes]
  3. Push back on the weak spots

    Ask follow-ups like "Which channel would you cut if the budget halved, and why?" to test the thinking before you commit.

  4. Share it as a living document

    Paste the final version into Google Docs and share it with your team so everyone works from the same page.

What you get

Goal: 20 new trade accounts by end of March (tracked in CRM). Audiences: independent cafes, small bakeries. Key message for cafes: 'Fresh beans in 48 hours, no minimum order.' Budget: 50% LinkedIn and email, 30% trade event, 20% samples. Start this week: book the event stand, brief the designer, clean the email list.

Tips

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