Tools and Downloads
Our Excel Marketing Plan and Budget was designed to help you get a 30,000 foot look at marketing spends. In a business which is often run by how we feel, we have found taking a step back and taking a look at the numbers allows us to take the emotion out of the decision. The Excel Marketing Plan and Budget is vital visual tool to make the complex simple and give you an overview of your annual marketing and advertising plan with budget.
Philosophy and Methodology
We are really intentional in our own lives and encourage our clients to live in the same. With that said, our tools and core systems are designed the way they are on purpose and through years of trial and error. Everything we do has a reason behind it. This sheet allows you to plan your marketing and advertising by channel and budget accordingly.
Instructions
Step One
If you haven’t already, download the B&P Font Files and install them on your computer(s). Since this is an active Excel file (which can be converted to Google Sheets or Apple’s Numbers but we don’t recommend that), you will need to have the fonts installed in order for everything to print properly. We have included a PDF of the file so you can see how it is supposed to look when printed.
Step Two
Fill out the white spaces, the grey cells of the sheet auto-populate data and auto-calculate.
Step Three
Download the zip file and start using the Excel Marketing Plan and Budget in your business.
BP Marketing and Advertising Planner Template
As always, we are here to help. If you have any questions please feel free to contact us anytime.
