Marketing Planner

When marketing feels like endless posting with little direction, you do not need more noise—you need a strategy. The Marketing Planner—Expanded Edition helps you clarify your customer and message, choose the right channels, build useful content, capture leads, nurture them through email, and measure what happens.

Designed for small-business owners who want a complete but manageable marketing system, this workbook connects everyday content to real business goals. It guides you from customer research through a focused 90-day plan, with simple formulas, testing steps, budget limits, and decision points along the way.

WHAT'S INCLUDED:

·      31-page printable digital workbook

·      Plain-language marketing definitions

·      Brand-message formula

·      Ideal-customer and interview worksheets

·      Positioning and offer development

·      SMART goals and platform guide

·      Content pillars and 30-day content plan

·      Caption formula and weekly planner

·      Lead magnet, landing page, and welcome emails

·      Sales funnel and conversion math

·      Launch, partnership, referral, and advertising plans

·      Metrics, routines, and final decision

·      Encouraging, plain-language guidance throughout

·      Instant PDF download

THIS WORKBOOK WILL HELP YOU:

·      Create a message that speaks to the right customer

·      Choose platforms and content based on purpose—not pressure

·      Build a lead magnet, welcome emails, funnel, and launch campaign

·      Set a realistic marketing budget and advertising limits

·      Use results to decide what to continue, adjust, or simplify

HOW IT WORKS:

1. Purchase the workbook.
2. Download the PDF immediately after checkout.
3. Print it at home or open it in a compatible PDF annotation application.
4. Work through each section in order and at your own pace.
5. Use your completed answers to choose and take your next business step.

NEED HELP? If you are unsure what to do next or need help completing any part of this workbook, visit helpingboldly.com. We would love to help you.

PLEASE NOTE:

This is a digital product. No physical item will be shipped. Because this product is delivered digitally, all sales are final, subject to applicable law and the policies of the selling platform. Colors may vary slightly depending on your screen and printer.

This workbook is intended for educational and informational purposes only. It does not provide legal, financial, tax, accounting, investment, lending, grant-award, or other professional advice. Requirements and results vary by business, industry, and location. Verify important decisions with current official sources and qualified professionals when needed.

Your purchase includes a personal-use and internal-business-use license for one purchaser. You may not resell, share, copy, reproduce, redistribute, upload, or claim this workbook as your own.

© 2026 Helping Boldly. All rights reserved.

You do not have to build your business alone. Helping Boldly is here to help you move forward with clarity, confidence, and a plan.

You will receive one 31-page printable PDF file.

PRODUCT 19 • HELPING BOLDLY SPECIALTY WORKBOOK