What core marketing channels should I include?

Cover SEO, PPC, email marketing, social media, content marketing, events/trade shows, and PR to build an omnichannel approach.

How do I allocate budget across channels?

Use data-driven attribution models, past performance benchmarks, and test small increments before scaling to optimize ROI per channel.

What organizational roles are essential?

Define marketing strategist, content creator, paid-media specialist, analytics manager, and designer roles with clear KPIs and collaboration workflows.

How should I present the marketing plan?

Use a roadmap format: objectives, strategies, tactics by channel, timeline, budget breakdown, and expected KPIs to align stakeholders.

Get Your Marketing Business Plan Fast

Marketing Business Plan Template

Quickly: This template helps you summarize a first‑year Marketing plan with speed. You get: process map, responsible roles, and resources; channel plan and indicative CAC; market sizing (TAM/SAM/SOM) numbers. Use it to brief partners and track progress over the first year.

50K+

users worldwide

600+

buisness plans created in 2025

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saved to small businesses

<3 minutes

time to make a buisness plan

How it works

01. Share your business idea

Briefly tell us about your business — what you’re building, your industry, and target audience.

02. AI creates your business plan

Our algorithm instantly generates a structured, tailored business plan with key insights.

03. Review your plan

Done! Download and review your plan. Make changes if needed.

Everything Your Investor-Ready
Marketing Business Plan Needs

Audience Segments

Early-Stage Startups, Small Business Owners, Marketing Consultants. Solves: Require a clear, actionable marketing plan template to create structure and strategize growth.

Market Analysis

Total Addressable Market: $250 000; Serviceable Addressable Market: $70 000; Serviceable Obtainable Market: $15 000. Competitors: HubSpot Marketing Agency. Price $0–$500/item

Marketing Strategy

Social media advertising (Facebook, Instagram, LinkedIn), search engine marketing (Google Ads), content marketing (blog and SEO),

Operating Model

Client Onboarding, Campaign Planning. Payroll $47 946/mo

Financial Model

Revenue: $48 000; ~193 customers; Break-even on Month 1; Marketing budget $10 000

Legal Aspects

Company incorporation; financial services licensing; get EIN, set up tax reporting; business/ liability insurance.

Launch Plan

Incorporate your marketing agency, hire multi-channel specialists, build case-study site, run targeted digital campaigns, host free audits, and secure your first retainer clients.

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Name Your Business

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FAQ

Find answers to frequently asked questions about Codesi, from setup and customization to publishing and support.