While determining which promotional strategies to include within your budget plan, you must first consider your overall expense budget. Small business can greatly benefit from proper planning of business expenses and budgeting. By preparing your budgeting template with the help of a software spreadsheet, you will be able to easily make the overall calculations simpler. This type of a spreadsheet will give you an estimate of the overall projected expenses for sales, market research, promotion, staff compensation, distribution etc. A multitude of business projects as well as personal initiatives, can greatly benefit from a budget plan. There’s no need to reinvent the wheel, there are quite a few free, simple and easy to use marketing budget templates, samples and plans available online. You’ll find that most marketing budget templates out there are in Microsoft Excel, which makes them easy to modify and adjust to suit your particular business needs.
Earlier this year, Simon O’Day Vice President of Responsys Asia Pacific got in touch to share with us a snapshot of how Australian marketing budgets are being spent, so make sure you check out the article How Are Australian Marketing Budgets Being Spent In 2013?.
Sally Wood also shared some elements to consider when putting together a marketing budget in her article on The Real Cost of Marketing. If you have come across any other free marketing budget templates you have found useful, please share them with us below. Get a free basic business listing for your Australian marketing business or creative agency. This Marketing Activities Template is created to help corporate managers and marketers in their need to introduce and promote their companies, brands and products in a better possible way. A marketing audit is an analysis of marketing activities and operations of a business company to determine problems related to products and customers and to generate recommendations for soling those problems. Marketing Automation Template is composed to help you in appraising a degree to which your marketing processes are automated (hence are more profitable to organization).
Marketing budget is a planning tool that helps ensure that a given marketing campaign is realistically estimated and financed. This Marketing Campaign Template is likely to be a necessary guide for those people who are going to plan a new event for promoting and advertizing a product or service.
The more time a company spends on proper marketing collateral, the less effort and the fewer resources it will have to spend on selling its products and services. If you want your firm to be flourishing and successfully operate in the market you need to understand how to establish good rapport with your target audience.
This marketing event template is designed for all potential marketing event planners who would like to organize and manage arrangements for promoting and advertising their companies, services or products. This Marketing Letter Template will be helpful for those people who wonder what components are included in a typical marketing letter and how to write the letter content. For reaching the customer audience the marketing department of your company should know which marketing materials are best for current campaigns and scheduled promotion events. This Marketing Mix Template will be helpful to those managers who need inventing their own marketing mixes to promote their companies, brands and products. This Marketing Plan template will be helpful to everyone who needs to approach prospective sponsors or investors, as this template provides you with a general review of essential marketing plan elements.
This Marketing Project Template is composed to help marketers and business owners in their efforts at promoting their products, brands or companies.
This Marketing Proposal Template is created to be helpful for business executives who are in charge of searching some new opportunities for improving their current marketing policies.
If you want to know how your business can best sell products or services, you need to learn to research and investigate your markets and customers. The content of this Marketing Skills Template includes brief descriptions of basic skills required for successful marketing, sales and advertizing. Writing a marketing strategy is one of the most challenging and exciting aspects of product development and launching.
The following Marketing Tactics Template will help you understand basic methods and techniques of tactical marketing. Marketing Techniques Template is composed for business marketers and salespersons who want to improve and intensify their sales by mastering better marketing techniques.
Market assessment is an analytical process that provides start-up healthcare and life scenarios for companies. Market opportunity analysis enables a business to identify opportunities within an existing or new market and to thoroughly understand the segment structure, competitive landscape, customer needs and technologies.
How do you think how to define the need for a penetration strategy and what criteria to use in selecting a market for entry?
When a market survey is coming to an end, there is a need to write a report that summarizes the research data and provides some recommendations for consideration. The concept of market segmentation generally determines how a product or service can be best promoted among a targeted group of customers.
Market share analysis helps explore the percentage of all sales within a given market that is held by one product or service of a company. Sizing the market is a necessary activity for business and marketing planning as it determines the market potential for an organization and helps figure out whether this organization can reach its target audience.
A market survey is a great way to research a given market and gain insight into customers and competition.
This Market Study Template is created for marketers who need to start a new study on different aspects of the market where their companies operate.
The following Market Visit Report Template explains what information should be included in a typical market report. Commercial organizations conduct various advertising campaigns aimed to involve people in purchasing as much as possible. Competitive analysis process is a critical part of your marketing plan because it allows you to find out what makes your product or service unique and how to excel your competitors in more loyal customers.
Competitive environment analysis template is created to help business managers who want to clarify needs of their customers, investigate situation within market, research existing competitors and find out competitive advantages that will help to overcome them. Email is one of the most powerful and convenient marketing tools available for small companies.


When your organization is ready to launch a new campaign in a new market, it\'s critical to develop a go-to-market plan that explains how to act in the market and what key issues to solve.
PEST analysis (also called STEP) is well-known method of researching macro-environmental factors that influence business. Developing a route to market means knowing where you will market your product or service, who will purchase it, and how to reach the target audience.
This SWOT analysis template is dedicated to popular method allowing business managers to analyze external and internal environment of their organizations and projects. Through implementing a targeted advertising strategy your business is able to focus on a selected audience which consists of loyal customers who are ready to purchase your products and services. The term 'viral marketing' is a buzzword that means the development of a marketing campaign that creates a network of people to transfer ad messages to individuals within their sphere of influence. VIP Quality Software team continues working on new versions of CentriQS, small business management software that features enterprise-level functionality for task management and database customization.
MS Excel (.csv) – Our Google Product Feed template is designed to save you time in writing such documents from scratch. MS Word (.doc) – Our Business Plan template is a full guide to creating your business plan.
MS Excel (.xls) – Our Marketing Plan Budget template is designed to save you time in writing such documents from scratch.
MS Excel (.xls) – Our Marketing Plan Sales Objectives template is designed to save you time in writing such documents from scratch. MS Word (.doc) – Our Marketing Plan template (V1) is 23 pages long and designed to save you time in writing a full marketing plan from scratch. MS Word (.doc) – Our Marketing Plan template (V2) is designed to save you time in writing such documents from scratch.
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Sign up to the Bizorb Newsletter and be the first to know about new templates, articles and giveaways! This will help you to ascertain how much can you afford to allocate towards the promotion, distribution and sales, of your product or service. Open excel and use the column headers for typing out the months and a separate subtotal column to record the year. The goal of this spreadsheet is to allot expenses periodically so that the required funds are available when needed.
Determine your objectives for the promotion planning – You need to ascertain the key objectives and strategies for your business.
Set up the spreadsheet by listing out the strategies as per the timeline set by you – Create columns for dates, objectives, strategies and expenses, for achieving the prime goals for your business.
Estimate the income projection for your business – Determine how much income will be utilized on the total operating expenses and how much can you allocate toward the sales and promotion strategies. Determine the estimate cost of individual strategy – Find out the costs of building and maintaining your company website, joining networking groups and placing advertisements with various print and broadcast media. Set up your budget within your spreadsheet for the business you can afford to carry out – This type of planning must be based upon the income projection and available cash. By filling out the planned figures in each of the .xls template cells, you will be able to easily forecast which type of spreadsheet will work best for your type of business setup.
The expense budget template for MS excel will run you through a series of costs that are being currently unaccounted for. It is important to make your estimates as realistic and accurate as possible to ensure your marketing budget is effective.
We decided to share with you 7 free templates that we have come across to help you take that first step and plan for your businesses marketing activities. You might even decide to create your own marketing budget template based on a combination of different elements you like from the examples below.
With a help of this template you can learn how to design a workable solution for your company.
Use the given below market analysis template to find out how to investigate and analyze your market. With a help of this template you can inspect which methods suit your company to make the marketing processes much more efficient. A person responsible for budget development and cost projection can use this Marketing Budget Template to plan and estimate marketing expenses. The following template demonstrates a series of marketing campaign guidelines that help you set goals, develop a strategy and summarize your campaign.
Use this Marketing Communications Template to learn key steps for building communications with your customers. The given marketing event plan template contains tips and recommendations that will be helpful in order of organizing and managing any arrangements in the sphere of marketing, including marketing event management, facilities, PR etc. With a help of this effective Marketing Plan template you can study reviews of the sections usually included into a typical marketing plan structure. Using this template you will answer a series of questions which will help you to build up your project. In this template you will find ideas and suggestions on how to elaborate a marketing strategy matching the current situation.
The given below marketing strategy template was designed to help marketing professionals and business managers consider this aspect and create an effective marketing strategy plan . It explores seven marketing tactics (such as Networking, Website, Collateral, others) that can be utilized by almost any business. In this template you can find a list of basic marketing techniques which are principal to each specific marketing method. Such a strategy proposes the best method(s) of delivering a product or service to a new market. Read this Market Opportunity Analysis Template to explore the basic steps of performing the analysis. This Market Readiness Template will help you to determine whether you are ready to service customers.


Read this Market Report Writing Template to find out how to create a typical report for market research.
It allows using simple questions and questionnaires to find out what respondents think about the market.
Well organized advertising campaign should inspire people to active actions, cause the emotional response and induce them to buy the goods or services.
PEST analysis Template is created to help business managers with environmental scanning within company strategic management and includes a range of macro-environmental factors (Political, Economical Social and Technological factors) that should be carefully researched and analyzed. This method requires building SWOT analysis diagram to outline Strengths, Weaknesses, Opportunities and Threats to analyze their impact on your business and to adjust your long and short-term planning with real situation.
Read this Target Audience Analysis Template to find out how to indentify the target audience of your company.
Read this Viral Marketing Template to find out how you can use viral marketing for your business.
With new reporting solution users can access and integrate information from all departments or business functions to present data in visually compelling formats without any additional software tools. For marketing purposes, it’s likely that you are going to have a lot more expenses to keep track of than you would for a private budget. We carefully review our templates to ensure they can be reused quickly and easily with minimal input.
It is based around the most used and successful format and is broken down to walk you through the completion of each stage. We carefully review our marketing plan templates to ensure they can be reused quickly and easily with minimal input. Next, group the row headers together into various sections for indicating different expenses. For instance, if you run a small business, you will probably require only a few line items for promotion, channel support, newspaper advertising, expenses to market and distribute your goods to various places, creating a web presence and paying the salary of a few employees.
The historical data will offer information on the efficiency of various marketing strategies. In case you have been using a percentage of historical sales method, you could enter the formulas in the column representing a specific month and then duplicate it for all the other months.
This sheet is usually created by the sales department in coordination with the organization’s finance team. Your objective may be to sell a specific quantity of products within a specified period of time. Your strategies must be set with a time frame such as goals to be attained within a week, a month etc. It will even give you an overall understanding of multiple strategies to help you market your product or service. They can also help to reduce risks associated with impulse decisions which can prove to not only be costly but ineffective.
Read the following Market Assessment Template to find out how to carry out the assessment process. Read this Market Entry Template to find out how your business can establish sales in a foreign country. Read this Market Segmentation Template to find out how to follow the concept in 3 basic steps.
Read the following Market Share Analysis Template to find out how to carry out this kind of analysis. The template is designed for ad agents and salespeople who take responsibility for promoting products and services through the method of market visiting.
Thus, you can create rows for recording office expenses, market research, office salaries, marketing communications, catalogs, advertising, branding, promotions, investor and media relations, direct and online marketing, website design and support, customer acquisition support, sales lead generation and distribution channel support.
However, if you run a larger business with multiple products, then you may need a dedicated spreadsheet for each product. For instance, if you have participated in various trade shows in the previous year, then it will reallocate your available funds towards those events that have produced the maximum sales-generating leads. By using historical financial statistics, you will be able to show the management how specific increase in promotion expenses will lead to an increase in sales. The overall budgeting is based upon the targeted plan for attaining higher sales and the resulting profits. Your strategies must include joining an array of networking associations, press releases, printing a brochure or creating a website.
Below you’ll find 7 free marketing budget templates and examples to help get you started. For anyone keeping track of marketing expenditure, this marketing budget template will help you to divide your expenses into individual categories.
In case you don’t have any historical data, you could use the comparative data or industry trade association data from related industries.
Thus, for instance, if increasing the online marketing expense by 10 percent last year had led to a 20 percent increase in the online orders during the year, then your company’s management may even agree to a rise in the online market spending this year.
For instance, if you own a restaurant business, then a new home and office construction projection within your area, will help you plan the expenditure for potential sales and incremental promotion expenses.
Thus, for instance, merely increasing the advertising expenditure from 5 to 10 percent, will not directly result into the doubling of sales as these two factors are not necessarily co-related. In each category, you have the following headings: estimated quantity, estimated cost, estimated subtotal and notes.
These will allow you to successfully divide your business expenditure and easily keep track of it.
Finally, you will be able to enter your estimated marketing grand total.In addition, there is a budget plan chart included in the template. This will let you input your information into a pie chart for easy and fast viewing of the division of your expenditure.



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