business plan for digital marketing company pdf

How to Write a Digital Marketing Agency Business Plan (with PDF Template)

SEOptimer now serves over 2,000 digital agencies around the world and through the years we've had the chance to connect with many of our agency customers to understand their early days in starting their agency. This is incredibly interesting to us because it helps us understand where and how they plan to grow so we can help build the features they need in SEOptimer.

This article is the 3rd in our series focused on starting a new digital agency. For some useful prior reading be sure to check out our previous articles:

• How to Start a Digital Marketing Agency : a comprehensive guide covering typical agency business models, services, hiring, training, new business, day to day management and more!
• Digital Agency Lean Canvas : a digital agency business model on a single page! The lean canvas is a popular documentation methodology borrowed from the tech startup world.

Don't be dismayed if it feels like there's a lot of other competing digital agencies in your city. This is perfectly normal. Digital marketing services like local SEO, for example, are dominated by small agencies. Search Engine Land reported that over 50% of local SEO agencies have 10 or fewer clients. Forbes Council Member Jon Hall says, this keeps the industry "weird" - aka diverse as its not dominated by a small handful of big agencies.

The first step in launching a new digital marketing agency is to write a plan. In this guide, we'll cover two of the more traditional ways to define a business plan document with handy downloadable templates:

• Digital Marketing Agency Business Plan Document (DOCX & PDF) Template
• Creative Agency Business Plan Deck (PPTX) Template

Why do you need a Digital Marketing Agency Business Plan?

The days of mandatory 50+ page business plans are long gone. The choice is now yours as to whether you define your digital agency business plan in an in-depth strategic document or not. Some agency founders find it useful to brainstorm this way and document their thought process in a long-form fashion across many pages. Other founders prefer creating shorter slide decks, others opt for a 1-page lean canvas version or some even write their plan in a wiki or business planning tool.

There is no right or wrong way to document your plan. You need to find the documentation method that suits you best. If you're unsure what suits you best, the following factors may help you decide:

Consideration #1: Who is the audience?

Think about who this document is for. Who will read it? In some cases it will just be you and the founding team. If you are raising money, obviously your investors will be a key audience.

You might also have business partners or board members who may be an audience too. When thnking through all these different groups, work backwards from the most optimal presentation format.

Consideration #2: Seek an unbiased third-party opinion

Devin Schumacher is the Founder of SEO agency SERP and says it's easy to get swept up in your own overly optimistic projections.

"Ask an experienced agency founder you trust or admire to sanity-check your plan. Seeking an objective opinion from a third-party detached from your new business is vital."

Devin makes a great point. This type of peer review methodology is commonplace in other industries but sometimes lacking amongst agency founders. Make sure you get at least 1 other unbiased opinion from someone who has already achieved success in your niche.

Don't fall into the trap of asking a friend or your accountant or someone you know personally to review your plan. Doing so will give you a biased opinion. You need an unbiased opinion from someone willing to give you objective feedback.

Consideration #3: Stand your ground

The whole point of a business plan is to take the time and effort to research the market, your competitors and potential clients. This document will distill all your insights into a strategic plan you can operationalize. As is always the case, unexpected distractions masquerading as opportunities (rightly or wrongly) will pop up in your field of view demanding your attention.

Perhaps it's a new client opportunity with a project slightly adjacent to your niche. Perhpas a hiring opportunity for a role you didn't plan to hire yet. Sometimes the hardest thing is to say no, when you're in the mindset of taking every opportunity for growth.

During these situations, revisit your agency business plan and remind yourself of your focus area niche and how you planned to grow within that niche.

Consideration #4: But, be ok with change

In fact this balance between sticking to the plan and pivoting the plan needs to be navigated by every digital agency founder. It's not easy and often you will be second-guessing yourself.

"Every agency owner I know has had to massively adjust their target audience, pricing structure, competitor analysis, and service offerings based on the way they grow over the first 2-5 years."

Rebekah says that founders need to be prepared for change, afterall, digital marketing is in constant flux and evolution, so change is the norm and we need to write business plans with flexibility in mind.

Trust your performance metrics and continue to do the things that have the biggest quantifiable business impact.

Typical Business Plan structures

We mentioned previously that there's no right or wrong way to document your business plan. So with that said, let's look at some typical marketing agency business plan templates that you can use. After considering all the factors above, choose the structure that works for you and your stakeholders best. We've outlined six of the more common options below:

Option #1: Written business document

This is the more traditional (and still valid) way to describe your business. A written business plan document in MS Word or Google Docs is still the most common way to document your digital marketing agency business plan.

This type of business plan is considered "long-form", ie: longer in length and suited to more descriptive language. Expect to write longer rationales, longer explanations with plenty of space for evidence, research, insights and strategy. This type of plan will likely be 30+ pages and feel comprehensive. This comprehensiveness is especially needed if external investors or business partners are involved who need to be convinced of the robustness of your plan.

Option #2: Slide deck

The PowerPoint Presentation (or Google Slides or Keynote) has become the go-to corporate communication format. Digital agency founders spend most of their time communicating to staff, clients and stakeholders in PowerPoint so it makes sense to use this format for the purposes of communicating the agency's overall business plan.

The fundamental difference between this option and the written document, is that a slide deck is a presentable format. So typically you might be in the room with your business partners, walking through the presentation on the screen. Whereas in option #1, a written document is not a compelling way to present an idea. It's much more suited as a sent document to be consumed in isolation. That's not to say that a slide deck can't be utilized this way, it's just more common that you would be presenting and talking through your plan with the slides serving as a visual backup to what you say.

There's also a good argument for doing both (ie written document AND slide deck). It comes down to who all the stakeholders are (eg investors, business partners or just you) and whether you intend to present your plan or just document your plan.

Option #3: Lean canvas

The Lean Canvas developed by leanstack.com is a business plan on a page split into 10 boxes. This planning document has become very popular in the tech/startup world and has since been adopted in many other industries, including digital agencies. Be sure to check out our previous article explaining how to use a Lean Canvas for your agency .

The entire business plan fits on a single page which means you obviously need to sweat on every single world and ensure only the most important details are included. We are big supporters of this format because this helps you prioritize and focus your efforts down to the fundamental aspects of your new business.

Option #4: Wiki

In the context of a business, a Wiki is usually an internal website with multiple interlinking articles. The biggest Wiki in the world is Wikipedia and if you want to get really meta, check out Wikipedia's wiki about wikis :

"A wiki (/wɪki/ WIK-ee) is a hypertext publication collaboratively edited and managed by its own audience directly using a web browser. A typical wiki contains multiple pages for the subjects or scope of the project."

Wiki's are generally perceived as internal knowledge bases so if your business plan has executional detail, this might be a good format for documenting processes and methodologies for staff.

Option #5: General Planning tool

Tools like Notion and Trello have grown massively in recent years as more people are working remotely and more work in general is being done collaboratively online.

These types of planning tools are designed to be multi-purpose and fall somewhere between a wiki and a specialized business planning tool.

How to construct the business plan

Now that we've covered the typical business plan structures let's look at the specifics of how you actually go about constructing the business plan and each of the main tasks you need to perform and sections of the business plan.

Market research data gathering

Customer/client research.

Rebekah Edwards, who we spoke to previously stresses the importance of market research with as many potential clients as you can. She interviewed several businesses in their target market when developing their service offerings and pricing. Some of the questions she thought were most helpful included:

• With no other information, what do you think X would cost from an agency? (X being the service in question.)
• What is the biggest roadblock for you to accomplish X in-house? (X being basic content/SEO projects, such as article creation/editing/uploading or strategizing new keywords.)
• How would you typically search for a digital marketing agency? (Referrals, social media, Google search, etc. — this helped us understand how to best market our services)
• If you already work with a digital marketing agency of any kind, what stood out? Why did you sign on the dotted line?
• Have there been digital marketing agencies you've specifically decided not to work with for any particular reason? What were the red flags or the issues with a fit that led you to say no?
• What matters most to you when working with a digital marketing agency? (Examples: data/analytics, frequent communication, hitting deadlines every time, price, niche of expertise, etc.)

Answers to these questions are invaluable as they help you position and market your new digital agency based on customer insight.

Competitor research

The importance of competitor research goes without saying. It's vital you have a good understanding of how your competitors are going to market, how they sell, who they target and what their rough price points are. If you have a friend who owns a small business, ask them to mystery shop at a competitor so they can report back to you what the sales process was like.

The way you position and sell your services should be informed by a combination of both customer insights and competitor insights. Addressing client needs whilst maintaining a unique selling proposition will set your new digital agency up for success!

Building out the business plan

Download our template: digital marketing agency business plan document.

To make edits to the document make sure to download our DOCX template which you can edit directly in Microsoft Word. However if you would prefer a printable PDF, we also provide this option too. Use these templates as a starting point to help you draft your digital marketing business plan:

Below are some of the highlight areas of the plan:

Market Research Findings

We suggest conducting three types of research to inform your marketing agency business plan:

• Qualitative research like one-on-one interviews, focus groups and meetings with prospective clients
• Quantitative reserach like online surveys, mass emails and multivariate testing
• Competitor analysis to determine their strengths and weaknesses

Unique Selling Proposition (USP) and Service Offering

Nailing your USP will be tough especially if you are in a competitive industry / city. Use the previous market research tasks to discover where the gaps are in the market and leverage these insights to position your new agency to be competitive AND different. Perform a SWOT analysis based on your new USP. Then you can determine your actual service offerings and pricing strategy.

Go-To-Market (GTM) Plan and Org Structure

Define your target market - the exact client types who you want to sell to and list the marketing and advertising activities that you will perform that would be most effective in reaching these types of people.

Also list your people (this might not be many on day 1!), sources of advice and support as well as the strategies you'll use to retain your staff and build their skills and knowledge.

Goals Sales Forecasting

This marketing agency business plan template includes goal setting for the next year and goal setting for the next 3 years. This page is structured to help you set SMART goals.

SMART goals are:

• Specific : In the '[Enter a goal]' section describe your goal clearly and ensure you attach a person responsible in the 'Who's responsible' section.
• Measureable : Ensure the actions you list in the 'Actions to achieve goal' have an objective outcome
• Achievable : Ensure you sense-check your goals with your team and all agree that they are attainable
• Relevant : Ensure this is a priority goal and will help your new agency grow
• Time-bound : Enter a due date to ensure the goal doesn't get forgotten

Use the Cash flow forecast table as a simple way to visualize cash-on-hand in your first 12 months. Add rows to estimate your monthly expenses like payroll, rent, utilities, subscriptions, insurance, fees and other ongoing costs.

Tools and Tech

Finally, list out all the tools and technology your new agency will likely need to run an efficient operation. We've listed SEOptimer for you already because it's one of the best, low-cost lead generation tools for your agency. Over 2,000 digital agencies use SEOptimer to generate white label site audits and embed an audit form on their agency website to capture new lead details.

Creative Agency Business Plan Slide Deck PPTX Template

If you prefer a slide deck template, use this creative agency business plan example in PowerPoint format:

Tim's background is in digital marketing working for both large and small digital agencies and diverse client types. He has a passion for tech, software and staying up to date on the latest search engine news.

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Sample Digital Marketing Agency Business Plan

Writing a business plan is a crucial step in starting a digital marketing agency. Not only does it provide structure and guidance for the future, but it also helps to create funding opportunities and attract potential investors. For aspiring digital marketing agency owners, having access to a sample digital marketing agency business plan can be especially helpful in providing direction and gaining insight into how to draft their own digital marketing agency business plan.

Download our Ultimate Digital Marketing Agency Business Plan Template

Having a thorough business plan in place is critical for any successful digital marketing agency venture. It will serve as the foundation for your operations, setting out the goals and objectives that will help guide your decisions and actions. A well-written business plan can give you clarity on realistic financial projections and help you secure financing from lenders or investors. A digital marketing agency business plan example can be a great resource to draw upon when creating your own plan, making sure that all the key components are included in your document.

The digital marketing agency business plan sample below will give you an idea of what one should look like. It is not as comprehensive and successful in raising capital for your digital marketing agency as Growthink’s Ultimate Digital Marketing Agency Business Plan Template , but it can help you write a digital marketing agency business plan of your own.

Digital Marketing Agency Business Plan Example – ClickPulse Strategies

Table of contents, executive summary, company overview, industry analysis, customer analysis, competitive analysis, marketing plan, operations plan, management team, financial plan.

Welcome to ClickPulse Strategies, our innovative digital marketing agency based in the heart of Washington, DC. We identified a niche in the local market for premium digital marketing services and have positioned ourselves to meet this demand. Our mission is to amplify our clients’ online presence through a comprehensive suite of services including Search Engine Optimization (SEO), Social Media Marketing (SMM), and Pay-Per-Click Advertising (PPC). We are dedicated to providing tailored strategies and personalized attention to our clients, ensuring they achieve their digital marketing goals. With our strategic location in Washington, DC, we have a unique insight into the local market dynamics, which enables us to serve our clients with the understanding and efficiency they deserve.

Our foundation is solidly built on the rich experience of our founder, who previously led a successful digital marketing agency. This experience is crucial to our confidence in steering our clients towards success. Since our inception on January 5, 2024, we have achieved significant milestones including the development of our unique company logo, securing a prime office location, and crafting a distinct company name. These accomplishments, though early in our journey, have laid a strong foundation for our future growth. Our comprehensive range of services, coupled with our commitment to excellence, sets us apart from competitors, making us the preferred choice for businesses seeking to enhance their digital presence.

The Digital Marketing Agency industry in the United States is valued at over $50 billion, reflecting the critical role of digital marketing in today’s business landscape. With a projected compound annual growth rate of 10% over the next five years, the industry is on a steady trajectory of growth, driven by the widespread adoption of digital technologies, the rise of social media, and the emphasis on data-driven marketing strategies. Trends such as personalized marketing campaigns, artificial intelligence, and mobile marketing align well with our services at ClickPulse Strategies. Located in Washington, DC, we are perfectly positioned to leverage these industry trends to offer innovative solutions to businesses aiming to enhance their online visibility and engagement.

At ClickPulse Strategies, we target a diverse clientele including local residents of Washington, DC, small to mid-sized businesses, non-profit organizations, and educational institutions. Our tailored services are designed to meet the unique digital marketing needs of each group, ensuring high engagement and satisfaction. By focusing on the specific goals and audiences of our clients, we provide customized digital marketing solutions that significantly improve their online presence and customer engagement, making digital marketing accessible and effective for everyone.

Our main competitors in the Washington, DC area include Alliance Interactive, Elevation, and Capital Practice Consulting, each offering specialized digital marketing services. Despite their strengths, ClickPulse Strategies differentiates itself through a comprehensive suite of services, expertise in the latest digital trends, and a commitment to delivering measurable results. Our wide array of services, from SEO to PPC and content marketing, enables us to serve a broad range of clients, ensuring their digital marketing needs are met efficiently and effectively. Our approach is holistic and integrated, setting us apart as a leader in the digital marketing domain.

ClickPulse Strategies offers a range of digital marketing services including SEO, SMM, and PPC, tailored to enhance our clients’ online presence. Our pricing is transparent, with services such as SEO ranging from $1,000 to $2,500 per month, SMM from $500 to $1,500 per month, and PPC from $1,000 to $2,000 per month, excluding ad spend. We are committed to delivering measurable results and helping our clients succeed in the competitive digital landscape. To attract customers, we will leverage online marketing strategies including SEO, PPC, social media, content marketing, and email marketing. We will also engage in networking events and workshops in Washington, DC, to showcase our expertise and build personal relationships with potential clients. Our promotional efforts are designed to build a community around our brand, establish ClickPulse Strategies as a thought leader, and drive profitable customer action.

Our operational processes are designed to ensure the smooth running of ClickPulse Strategies and include maintaining constant communication with clients, conducting market research, developing and executing campaigns, analyzing data, and managing finances. We will focus on building a talented team, developing strategic partnerships, and implementing scalable processes. Our milestones for the coming months include launching our business, securing initial client contracts, developing a skilled team, forming partnerships, and achieving operational profitability. These steps will help us build a strong foundation, mitigate startup risks, and position ourselves for sustainable growth and success.

Under the leadership of Harper Lewis, our President, ClickPulse Strategies boasts a management team with a wealth of experience and a proven track record in digital marketing. Lewis’s extensive background in leading a successful digital marketing agency equips him with the expertise necessary to navigate the complexities of the industry. His leadership ensures that we are well-positioned to achieve our long-term business objectives and sustain success in the competitive digital marketing landscape.

Welcome to ClickPulse Strategies, a fresh face in the digital marketing landscape stationed right here in Washington, DC. As a local digital marketing agency, we’ve observed a gap in the market for high-quality services within our area, and we’re here to fill that void. Our mission is to elevate our clients’ online presence, ensuring they stand out in today’s competitive digital world.

At ClickPulse Strategies, our offerings are designed to cover all the bases of digital marketing. Our services include Search Engine Optimization (SEO) to ensure your website ranks high in search results, Social Media Marketing (SMM) to engage and grow your audience on platforms where they spend their time, and Pay-Per-Click Advertising (PPC) to give you an immediate boost in visibility. We understand that each client has unique needs, and we’re prepared to cater to those with our comprehensive range of services.

Our home and heart lie in Washington, DC. This strategic location allows us to serve customers right here in the nation’s capital, providing us with a unique understanding of the local market dynamics. Our proximity to our clients ensures we can offer them the personalized attention and tailored strategies they deserve.

Why are we uniquely qualified to steer your digital marketing efforts towards success? Firstly, our founder brings invaluable experience from previously running a successful digital marketing agency. This experience is the cornerstone upon which ClickPulse Strategies is built. Furthermore, we pride ourselves on offering superior marketing services compared to our competitors. Our wide array of services ensures we can meet the diverse needs of our clients, setting us apart as a versatile and competent agency.

ClickPulse Strategies officially came into existence on January 5, 2024, adopting the legal structure of an S Corporation. Since our inception, we’ve hit several key milestones, including the development of our distinct company logo, the creation of our unique company name, and securing a prime location for our operations. These accomplishments, though early in our journey, lay a solid foundation for our future endeavors.

The Digital Marketing Agency industry in the United States is currently estimated to be worth over $50 billion. This figure reflects the growing importance of digital marketing in reaching and engaging with consumers in today’s digital age. With businesses increasingly shifting their advertising budgets towards online platforms, the demand for digital marketing services continues to rise.

Market research projects that the Digital Marketing Agency industry in the United States is expected to experience steady growth in the coming years. Forecasts suggest that the industry will grow at a compound annual growth rate of 10% over the next five years, reaching a value of over $80 billion by 2025. This growth is driven by factors such as the increasing adoption of digital technologies by businesses, the rise of social media platforms, and the growing importance of data-driven marketing strategies.

Recent trends in the Digital Marketing Agency industry, such as the focus on personalized marketing campaigns, the use of artificial intelligence and machine learning technologies, and the emphasis on mobile marketing, all bode well for ClickPulse Strategies. As a new Digital Marketing Agency serving customers in Washington, DC, ClickPulse Strategies is well-positioned to capitalize on these trends and offer innovative digital marketing solutions to businesses looking to enhance their online presence and reach their target audience effectively.

Below is a description of our target customers and their core needs.

Target Customers

ClickPulse Strategies will target a diverse range of customers, with local residents of Washington, DC being a primary focus. These residents are often looking for reliable and easily accessible digital marketing solutions to promote personal projects, small businesses, or events. ClickPulse Strategies will tailor its services to meet the unique needs of this demographic, ensuring high engagement and satisfaction.

In addition to local residents, ClickPulse Strategies will also serve small to mid-sized businesses operating within the Washington, DC area. These businesses, ranging from startups to more established companies, require sophisticated digital marketing strategies to compete effectively in their respective markets. The agency will offer customized digital marketing solutions that align with their specific business goals and target audience, ensuring a significant improvement in their online presence and customer engagement.

Furthermore, ClickPulse Strategies will target non-profit organizations and educational institutions in Washington, DC. These entities are in constant need of digital marketing services to boost their fundraising campaigns, promote events, and increase overall awareness. The agency will provide specialized services that not only cater to their unique needs but also fit their often limited budgets, making digital marketing accessible and effective for them.

Customer Needs

ClickPulse Strategies recognizes the increasing demand for high-quality digital marketing services among businesses looking to stand out in the competitive Washington, DC market. Clients can expect a comprehensive suite of services tailored to elevate their online presence, from cutting-edge SEO strategies to impactful social media campaigns. This approach ensures that businesses not only reach but engage their target audience effectively, driving growth and increasing visibility.

In addition to providing top-tier digital marketing solutions, ClickPulse Strategies understands the importance of data-driven decision-making. Clients have access to detailed analytics and reporting tools, enabling them to make informed choices about their marketing strategies. This level of insight helps businesses optimize their campaigns for better performance, ensuring a higher return on investment and a deeper understanding of their customer base.

Moreover, ClickPulse Strategies places a significant emphasis on customer service and collaboration. Clients can expect personalized support tailored to their specific needs and goals, ensuring a partnership that feels both empowering and productive. This focus on building strong, communicative relationships helps ensure that each marketing initiative is aligned with the client’s vision, fostering innovation and creativity in every campaign.

ClickPulse Strategies’s competitors include the following companies.

Alliance Interactive offers a comprehensive range of digital marketing services, including website design and development, SEO, content marketing, and brand strategy. Their price points vary depending on the complexity and scope of the project, with custom solutions tailored to meet the needs of each client. They generate revenue by offering these bespoke services, focusing on delivering high-quality, results-driven solutions. Alliance Interactive is headquartered in Washington, DC, and serves clients globally, with a strong presence in the North American market. Their customer segments include small to medium-sized businesses, non-profits, and large enterprises across various industries. A key strength of Alliance Interactive is their emphasis on creating engaging digital experiences that drive user engagement and conversion. However, their bespoke approach might be perceived as a weakness by clients looking for more standardized, cost-effective solutions.

Elevation specializes in web design, digital marketing, and branding services for non-profits and social enterprises. They offer a sliding scale pricing model to accommodate the budget constraints of their target clients, making their services accessible to organizations of different sizes. Elevation’s revenue comes from a mix of project-based work and ongoing support services. Located in Washington, DC, Elevation has carved out a niche for itself by serving non-profits and social enterprises both locally and across the United States. Their key strength lies in their deep understanding of the unique challenges and opportunities within the non-profit sector. However, their niche focus might limit their appeal to a broader range of potential clients outside the non-profit and social enterprise sectors.

Capital Practice Consulting focuses on digital marketing solutions for healthcare providers and medical practices. Their services include SEO, social media marketing, website design, and online reputation management. Pricing is project-based, with options for ongoing management services, allowing for flexibility based on the specific needs of healthcare professionals. They generate revenue through a combination of upfront project fees and recurring management fees. The company operates primarily in the Washington, DC area but serves clients across the United States. Their customer segments include individual healthcare practitioners, small to medium-sized medical practices, and healthcare organizations. Capital Practice Consulting’s strength lies in their specialized knowledge of the healthcare industry, which enables them to provide tailored marketing solutions that adhere to industry regulations. A potential weakness is their industry-specific focus, which might not appeal to clients outside the healthcare sector looking for more generalized digital marketing services.

Competitive Advantages

At ClickPulse Strategies, we pride ourselves on delivering unparalleled marketing services that distinctly set us apart from our competitors. Our proficiency stems from a deep understanding of the dynamic digital landscape and an unwavering commitment to staying ahead of industry trends. This expertise allows us to craft innovative, results-driven strategies tailored to each client’s unique needs. We believe that our ability to generate measurable outcomes, from increased brand visibility to substantial growth in customer engagement and conversion rates, stands as a testament to the superiority of our services. Our team’s dedication to excellence ensures that we not only meet but exceed client expectations, establishing us as a leader in the digital marketing domain.

Moreover, our comprehensive suite of services encompasses everything from search engine optimization and social media marketing to email marketing and content creation. This versatility enables us to serve a diverse range of clients, from startups seeking to establish their online presence to established brands aiming to enhance their digital footprint. Our approach is holistic; we consider every facet of digital marketing to ensure a cohesive and integrated strategy that amplifies our clients’ online influence. By offering such a wide array of services, we eliminate the need for businesses to juggle multiple agencies, providing a streamlined, efficient, and more effective marketing solution. Our commitment to innovation, coupled with our broad service offering, positions ClickPulse Strategies as a premier choice for businesses aiming to achieve unparalleled digital success.

Our marketing plan, included below, details our products/services, pricing and promotions plan.

Products and Services

At ClickPulse Strategies, we specialize in providing comprehensive digital marketing services designed to enhance our clients’ online presence and drive their business growth. Our core offerings encompass Search Engine Optimization (SEO), Social Media Marketing (SMM), and Pay-Per-Click Advertising (PPC), each tailored to meet the unique needs and objectives of our customers.

Our Search Engine Optimization (SEO) services are essential for businesses aiming to increase their visibility in search engine results, attract more website traffic, and improve their online authority. We employ the latest SEO strategies and practices to ensure that our clients’ websites rank highly for relevant keywords and phrases. Clients can expect to invest an average of $1,000 to $2,500 per month for our SEO services, depending on the scope and complexity of their project.

Social Media Marketing (SMM) is another key service we offer, designed to help businesses expand their reach, engage with their audience, and build their brand across various social media platforms. Our team crafts customized social media strategies that align with our clients’ brand values and business goals, ensuring a cohesive and effective online presence. For our SMM services, clients can anticipate an average cost of $500 to $1,500 per month, based on the extent of the campaign and the number of platforms managed.

Pay-Per-Click Advertising (PPC) is a powerful tool for driving targeted traffic to our clients’ websites and generating leads or sales in a cost-effective manner. We manage every aspect of our clients’ PPC campaigns, from keyword research and ad creation to optimization and analytics. Our expertise in PPC ensures that our clients achieve a high return on investment. The average price for our PPC services ranges from $1,000 to $2,000 per month, excluding ad spend, which varies based on the campaign’s scale and objectives.

At ClickPulse Strategies, we pride ourselves on offering transparent pricing and customized digital marketing solutions that cater to the specific needs of our clients. We are dedicated to delivering measurable results and helping our clients succeed in the competitive digital landscape.

Promotions Plan

ClickPulse Strategies embarks on a dynamic journey to attract customers through a comprehensive suite of promotional methods tailored to highlight its expertise in the digital realm. Central to its strategy, online marketing emerges as a pivotal tool, leveraging the vast potential of the internet to reach a broad audience with precision and efficiency. This agency understands the power of digital visibility and will employ a multi-faceted online marketing approach to ensure its message resonates with its target market.

At the heart of its online marketing endeavors, ClickPulse Strategies will harness the capabilities of search engine optimization (SEO) to improve its website’s ranking on search engines like Google. This ensures that when potential clients search for digital marketing services in Washington, DC, ClickPulse Strategies appears prominently in their search results. Additionally, the agency will utilize pay-per-click (PPC) advertising to instantly increase its visibility online. By carefully selecting relevant keywords, ClickPulse Strategies aims to appear at the top of search results, driving targeted traffic to its website efficiently.

Social media marketing will play a crucial role in ClickPulse Strategies’ promotional efforts. By actively engaging with its audience on platforms such as Facebook, Instagram, LinkedIn, and Twitter, the agency will build a community around its brand. This not only enhances brand awareness but also fosters trust and loyalty among potential clients. Content marketing, through the creation and distribution of valuable, relevant, and consistent content, will further establish ClickPulse Strategies as a thought leader in the digital marketing space. This approach will attract and retain a clearly defined audience, ultimately driving profitable customer action.

Email marketing will serve as another vital component of ClickPulse Strategies’ promotional toolkit. By developing personalized email campaigns, the agency will maintain regular contact with its prospects and clients, keeping them informed about the latest digital marketing trends, services, and special offers. This direct line of communication will nurture leads and encourage repeat business, contributing to the agency’s growth.

In addition to these online marketing strategies, ClickPulse Strategies will also explore opportunities in networking events and local workshops. Participating in industry conferences and seminars in Washington, DC, allows the agency to connect with potential clients face-to-face, showcasing its expertise and building personal relationships. Hosting workshops on digital marketing topics will position ClickPulse Strategies as an authority in the field, attracting businesses looking for guidance in navigating the digital landscape.

By integrating these promotional methods into a cohesive strategy, ClickPulse Strategies expects to attract a diverse clientele, ranging from startups to established businesses seeking to enhance their digital presence. With a focus on delivering measurable results and fostering long-term partnerships, ClickPulse Strategies is poised to make a significant impact in the digital marketing arena.

Our Operations Plan details:

• The key day-to-day processes that our business performs to serve our customers
• The key business milestones that our company expects to accomplish as we grow

Key Operational Processes

To ensure the success of ClickPulse Strategies, there are several key day-to-day operational processes that we will perform.

• Client Communication: Maintain constant communication with clients to understand their needs, expectations, and to keep them updated on campaign progress. This includes scheduling regular meetings, sending updates, and being available for queries.
• Market Research: Conduct ongoing market research to stay ahead of digital marketing trends, understand the competitive landscape in Washington, DC, and identify new opportunities for client campaigns.
• Campaign Development and Execution: Design and implement digital marketing campaigns tailored to the specific needs of each client. This involves brainstorming creative ideas, selecting appropriate digital platforms, and utilizing SEO, content marketing, social media, and paid advertising strategies.
• Data Analysis and Reporting: Collect and analyze data from ongoing campaigns to measure their effectiveness. Use analytics tools to track performance indicators such as website traffic, conversion rates, and engagement levels. Prepare comprehensive reports to share with clients.
• Financial Management: Manage the agency’s finances, including budgeting for campaigns, invoicing clients, and ensuring that expenses stay within budget. Monitor cash flow and make adjustments as necessary to maintain financial health.
• Team Collaboration: Facilitate collaboration among team members to ensure that all projects are progressing smoothly. Hold regular team meetings to discuss campaign strategies, delegate tasks, and address any challenges.
• Professional Development: Encourage continuous learning and professional growth within the team. Stay updated with the latest digital marketing tools and techniques, and invest in training and development opportunities for staff.
• Quality Control: Implement quality control measures to ensure that all work produced meets the high standards expected by clients. This includes reviewing campaign materials, monitoring ongoing campaigns for issues, and making necessary adjustments to strategies.
• Client Acquisition and Retention: Work on expanding the client base through networking, marketing efforts, and referrals. Also, focus on retaining existing clients by delivering exceptional service and demonstrating the value of ongoing investment in digital marketing.
• Compliance and Legal Considerations: Ensure that all marketing campaigns comply with legal requirements and industry standards, including data protection laws and advertising regulations. Stay informed about changes in legislation that could affect digital marketing strategies.

ClickPulse Strategies expects to complete the following milestones in the coming months in order to ensure its success:

• Launch our Digital Marketing Agency: Officially opening our doors for business is the first critical milestone. This involves setting up the legal structure of the business, creating a brand identity, developing a company website, and establishing our presence on social media platforms.
• Secure Initial Client Contracts: Signing on a certain number of clients, for instance, 5 to 10, depending on the project size, within the first three months. This validates our business model and provides initial revenue and case studies for future marketing efforts.
• Build a Talented Team: Recruiting and hiring a skilled team with expertise in various digital marketing disciplines (e.g., SEO, PPC, content marketing, social media) within the first six months. This includes both full-time employees and freelancers or contractors as needed.
• Develop Strategic Partnerships: Forming partnerships with non-competing businesses in the digital and broader marketing ecosystem within the first nine months. These partnerships can provide referral business and enhance service offerings.
• Implement Scalable Processes and Tools: Establishing efficient, scalable processes and implementing necessary digital tools for project management, client reporting, and other operations within the first year. This foundation is critical for handling growth without sacrificing service quality.
• Achieve $15,000/month in Revenue: Reaching this revenue milestone within the first 12 to 18 months. This involves not only acquiring new clients but also retaining existing clients and possibly increasing the services provided to them.
• Expand Service Offerings: Based on market demand and the team’s expertise, gradually introducing additional services or specialized offerings within the first 18 months. This could include branching out into emerging digital marketing channels or technologies.
• Establish a Strong Brand Reputation: Earning positive client testimonials, case studies, and industry recognition within the first 24 months. This could involve winning awards, securing speaking engagements for team members at industry events, or earning certifications that demonstrate expertise.
• Reach Operational Profitability: Ensuring that monthly revenue exceeds operational costs by the end of the second year. This includes costs such as salaries, marketing, tools, and office space if applicable.
• Develop a Client Retention Strategy: Implementing a client retention program by the end of the second year to maintain a steady revenue stream. This could include loyalty discounts, referral programs, or regular strategy review meetings to ensure client satisfaction and identify upselling opportunities. These milestones are designed to build a solid foundation for ClickPulse Strategies, mitigate risks associated with starting a new business, and position the company for sustainable growth and success.

ClickPulse Strategies management team, which includes the following members, has the experience and expertise to successfully execute on our business plan:

Harper Lewis, President

With a proven track record of achievement, Harper Lewis brings a wealth of experience to ClickPulse Strategies. Having previously helmed a Digital Marketing Agency, Lewis’s leadership skills are well-tested and proven in the realm of digital marketing. This background has endowed him with a deep understanding of the digital landscape, including the nuances of SEO, content marketing, and social media strategies. His expertise not only lies in crafting compelling digital marketing strategies but also in his ability to steer a team towards achieving long-term business objectives. Lewis’s experience is a cornerstone for ClickPulse Strategies, ensuring the company is well-positioned to navigate the complexities of the digital marketing industry and achieve sustained success.

To achieve our growth goals, ClickPulse Strategies requires $234,000 in funding. This investment will cover capital investments such as location buildout, furniture, and equipment, along with non-capital investments including working capital, initial rent, staff salaries, marketing, supplies, and insurance. This funding is crucial for establishing our operations, building our team, and launching our marketing efforts, setting the stage for our success in the digital marketing industry.

Financial Statements

Balance sheet.

[insert balance sheet]

Income Statement

[insert income statement]

Cash Flow Statement

[insert cash flow statement]

Digital Marketing Agency Business Plan Example PDF

Download our Digital Marketing Agency Business Plan PDF here. This is a free digital marketing agency business plan example to help you get started on your own digital marketing agency plan.  

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How To Write a Digital Marketing Agency Business Plan + Template

Creating a business plan is essential for any business, but it can be especially helpful for digital marketing agency businesses who want to improve their strategy and/or raise funding.

A well-crafted business plan not only outlines the vision for your company, but also documents a step-by-step roadmap of how you are going to accomplish it. In order to create an effective business plan, you must first understand the components that are essential to its success.

This article provides an overview of the key elements that every digital marketing agency owner should include in their business plan.

Download the Digital Marketing Business Plan Template

What is a Digital Marketing Agency Business Plan?

A digital marketing agency business plan is a formal written document that describes your company’s business strategy and its feasibility. It documents the reasons you will be successful, your areas of competitive advantage, and it includes information about your team members. Your business plan is a key document that will convince investors and lenders (if needed) that you are positioned to become a successful venture.

Why Write a Digital Marketing Agency Business Plan?

A digital marketing agency business plan is required for banks and investors. The document is a clear and concise guide of your business idea and the steps you will take to make it profitable.

Entrepreneurs can also use this as a roadmap when starting their new company or venture, especially if they are inexperienced in starting a business.

Writing an Effective Digital Marketing Agency Business Plan

The following are the key components of a successful digital marketing agency business plan:

Executive Summary

The executive summary of a digital marketing agency business plan is a one to two page overview of your entire business plan. It should summarize the main points, which will be presented in full in the rest of your business plan.

• Start with a one-line description of your digital marketing agency
• Provide a short summary of the key points in each section of your business plan, which includes information about your company’s management team, industry analysis, competitive analysis, and financial forecast among others.

Company Description

This section should include a brief history of your company. Include a short description of how your company started, and provide a timeline of milestones your company has achieved.

If you are just starting your digital marketing agency , you may not have a long company history. Instead, you can include information about your professional experience in this industry and how and why you conceived your new venture. If you have worked for a similar company before or have been involved in an entrepreneurial venture before starting your digital marketing agency, mention this.

You will also include information about your chosen digital marketing agency business model and how, if applicable, it is different from other companies in your industry.

Industry Analysis

The industry or market analysis is an important component of a digital marketing agency business plan. Conduct thorough market research to determine industry trends and document the size of your market. 

Questions to answer include:

• What part of the digital marketing agency industry are you targeting?
• How big is the market?
• What trends are happening in the industry right now (and if applicable, how do these trends support the success of your company)?

You should also include sources for the information you provide, such as published research reports and expert opinions.

Customer Analysis

This section should include a list of your target audience(s) with demographic and psychographic profiles (e.g., age, gender, income level, profession, job titles, interests). You will need to provide a profile of each customer segment separately, including their needs and wants.

For example, the customers or a digital marketing agency may include small businesses, medium-sized businesses, and enterprise businesses. Within each of these segments, there may be further subsegments.

You can include information about how your customers make the decision to buy from you as well as what keeps them buying from you.

Develop a strategy for targeting those customers who are most likely to buy from you, as well as those that might be influenced to buy your products or digital marketing agency services with the right marketing.

Competitive Analysis

The competitive analysis helps you determine how your product or service will be different from competitors, and what your unique selling proposition (USP) might be that will set you apart in this industry.

For each competitor, list their strengths and weaknesses. Next, determine your areas of competitive differentiation and/or advantage; that is, in what ways are you different from and ideally better than your competitors.

Below are sample competitive advantages your digital marketing agency may have:

• Strong industry knowledge
• Proven track record of success
• Robust marketing strategies
• Depth of services offered
• Skilled team of professionals
• Innovative technology

Marketing Plan

This part of the business plan is where you determine and document your marketing plan. . Your plan should be clearly laid out, including the following 4 Ps.

• Product/Service : Detail your product/service offerings here. Document their features and benefits.
• Price : Document your pricing strategy here. In addition to stating the prices for your products/services, mention how your pricing compares to your competition.
• Place : Where will your customers find you? What channels of distribution (e.g., partnerships) will you use to reach them if applicable?
• Promotion : How will you reach your target customers? For example, you may use social media, write blog posts, create an email marketing campaign, use pay-per-click advertising, launch a direct mail campaign. Or, you may promote your digital marketing agency via word-of-mouth marketing.

Operations Plan

This part of your digital marketing agency business plan should include the following information:

• How will you deliver your product/service to customers? For example, will you do it in person or over the phone only?
• What infrastructure, equipment, and resources are needed to operate successfully? How can you meet those requirements within budget constraints?

The operations plan is where you also need to include your company’s business policies. You will want to establish policies related to everything from customer service to pricing, to the overall brand image you are trying to present.

Finally, and most importantly, in your Operations Plan, you will lay out the milestones your company hopes to achieve within the next five years. Create a chart that shows the key milestone(s) you hope to achieve each quarter for the next four quarters, and then each year for the following four years. Examples of milestones for a digital marketing agency include reaching $X in sales. Other examples include expanding into new markets, launching new services, and hiring key personnel.

Management Team

List your team members here including their names and titles, as well as their expertise and experience relevant to your specific digital marketing agency industry. Include brief biography sketches for each team member.

Particularly if you are seeking funding, the goal of this section is to convince investors and lenders that your team has the expertise and experience to execute on your plan. If you are missing key team members, document the roles and responsibilities you plan to hire for in the future.

Financial Plan

Here you will include a summary of your complete and detailed financial plan (your full financial projections go in the Appendix). 

This includes the following three financial statements:

Income Statement

Your income statement should include:

• Revenue : how much revenue you generate.
• Cost of Goods Sold : These are your direct costs associated with generating revenue. This includes labor costs, as well as the cost of any equipment and supplies used to deliver the product/service offering.
• Net Income (or loss) : Once expenses and revenue are totaled and deducted from each other, this is the net income or loss.

Sample Income Statement for a Startup Digital Marketing Agency

Balance Sheet

Include a balance sheet that shows your assets, liabilities, and equity. Your balance sheet should include:

• Assets : All of the things you own (including cash).
• Liabilities : This is what you owe against your company’s assets, such as accounts payable or loans.
• Equity : The worth of your business after all liabilities and assets are totaled and deducted from each other.

Sample Balance Sheet for a Startup Digital Marketing Agency

Cash Flow Statement

Include a cash flow statement showing how much cash comes in, how much cash goes out and a net cash flow for each year. The cash flow statement should include:

• Cash Flow From Operations
• Cash Flow From Investments
• Cash Flow From Financing

Below is a sample of a projected cash flow statement for a startup digital marketing agency .

Sample Cash Flow Statement for a Startup Digital Marketing Agency

You will also want to include an appendix section which will include:

• Your complete financial projections
• A complete list of your company’s business policies and procedures related to the rest of the business plan (marketing, operations, etc.)
• Any other documentation which supports what you included in the body of your business plan.

Writing a good business plan gives you the advantage of being fully prepared to launch and/or grow your digital marketing agency . It not only outlines your business vision but also provides a step-by-step process of how you are going to accomplish it.

If you are seeking funding from investors or lenders, it is especially important to have a well-written business plan that demonstrates the expertise and experience of your management team, as well as your company’s potential for financial success. By taking the time to write a detailed and comprehensive business plan, you will give your digital marketing agency the best chance for success.  

Finish Your Digital Marketing Business Plan in 1 Day!

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Digital Marketing Agency Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business ideas » Internet Based Industry » Digital Marketing Agency

Are you about starting a digital marketing agency ? If YES, here’s a complete sample digital marketing agency business plan template & feasibility report you can use for FREE to raise money .

Digital marketing is one of the fruits of the internet cum advancement in technology and for sure it has enabled loads of entrepreneur to launch multi-million dollars international businesses; businesses with clientele base that cut across geographical boundaries.

As a matter of fact, social media marketing is perhaps the only form of marketing that can profile consumers at each and every stage of the consumer decision journey. Marketing through social media is just the way to go if indeed you want to push out your product and services to the entire globe.

A Sample Digital Marketing Agency Business Plan Template

1. industry overview.

Digital marketing in its simplest term is the process leveraging on modern digital technology to market goods or services or the process of pulling website traffic or attention through social media sites; they achieve this by creating content that attracts attention and encourages readers to share it across their social network platforms.

One of the major purposes of leveraging on Social Media in marketing is that it covers a wide range of target market compared to other marketing tolls. Digital marketing is general term used for the marketing of products or services using digital technology platforms, mainly on the internet, but also including mobile phones, display advertising, and any other digital medium.

Digital marketing activities are:

• Search engine optimization (SEO)
• Search engine marketing (SEM)
• Content marketing
• Influencer marketing
• Content automation
• Campaign marketing
• e-commerce marketing
• Social media marketing
• Social media optimization
• e-mail direct marketing
• Display advertising
• e–books, optical disks and games, and all other form of digital media.

It also extends to non-Internet channels that provide digital media, such as mobile phones (SMS and MMS), callback and on-hold mobile ring tones et al.

Agencies in the digital marketing agencies industry create advertising campaigns and place the advertisements across digital media outlets. Through in-house capabilities or subcontracting, the agencies provide advice, creative services, account management, production of advertising material, and media planning and buying.

The Digital Marketing Agencies Industry is indeed a very large industry and pretty much thriving in all parts of the world especially in developed countries such as United States of America, Canada, United Kingdom, Germany, Australia and Italy et al.

Statistics has it that in the united states of America alone, there are about 2,508 licensed and registered digital marketing agencies responsible for employing about 59,271 employees and the industry rakes in a whooping sum of $14billion annually with an annual growth rate projected at 0.6 percent.

It is important to state that the establishments with a lion share of the available market in this industry are The Interpublic Group of Companies, Inc. and WPP. When compared to traditional media that are often too expensive for start – ups and even SMEs, a digital marketing approach does not require expensive and out of – reach budgeting.

This is why companies make use of modern technology and also platforms such as Facebook, Twitter, YouTube, LinkedIn and Instagram, et al in order to reach a much wider target market as against making use of main stream marketing tools which are expensive.

Over and above, digital marketing has become an important tool for promoting ones businesses as it relates to products and services all over the world, not only to sell to customers, but also to engage them. It is now easier for organization to expand their market from local level to national and even international markets with minimum capital investment.

2. Executive Summary

Zebra Plus Digital Marketing Consulting™, LLC is a U.S based and world class digital marketing agency. We have been able to secure a standard and well – positioned office facility in a central business district in Cape May – New Jersey.

We are a social media marketing company that is set to compete in the highly competitive social media marketing industry not only in the United States market, but also in the global market because our clientele base will not be restricted to just businesses and organizations in the United States. Zebra Plus Digital Marketing Consulting™, LLC will offer robust digital marketing services to both corporate organization and individuals.

We will offer services such as search engine optimization (SEO), banner advertising, video advertising, rich media advertising, sponsorship advertising, classifieds/directories, lead generation, mobile messaging/email, digital display advertising, mobile advertising, social media management and other related consulting and advisory services.

Our business goal is to become one of the leading digital marketing agencies in the United States of America with high profile corporate and individual clients scattered all around the world. Our workers are going to be selected from a pool of talented and highly creative digital marketing experts in and around New Jersey and also from any part of the world as the business grows.

We will make sure that we take all the members of our workforce through the required trainings that will position them to meet the expectation of the company and to compete with leading digital marketing agencies in the United States and throughout the globe.

At Zebra Plus Digital Marketing Consulting™, LLC, our client’s best interest will always come first, and everything we do will be guided by our values and professional ethics. We will ensure that we hold ourselves accountable to the highest standards by meeting our client’s needs precisely and completely.

We will cultivate a working environment that provides a human, sustainable approach to earning a living, and living in our world, for our partners, employees and for our clients.

Zebra Plus Digital Marketing Consulting™, LLC is founded by Rooney Wilberforce and his friend and business partner for many years Festus Holloway. They both graduated from Illinois Institute of Technology with BSc in Business Administration and they have a combine experience that revolves around market researching, sales, web designing, graphic designing, corporate branding and advertising and business management et al.

3. Our Products and Services

Zebra Plus Digital Marketing Consulting™, LLC was established with the aim of maximizing profits in the Digital Marketing Agencies industry. We want to compete favorably with the leading digital marketing agencies in the United States of America and the world which is why we have but in place a competent team that will ensure that we meet and even surpass our customers’ expectations.

We will work hard to ensure that Zebra Plus Digital Marketing Consulting™, LLC do not just work for clients in the United States of America, but also for clients in other parts of the world. Our products and services are listed below;

• Banner advertising
• Video advertising
• Rich media advertising
• Sponsorship advertising
• Classifieds/directories
• Lead generation
• Mobile messaging/email
• Digital display advertising
• Mobile advertising
• Social media management
• Other related digital marketing advisory and consulting services

4. Our Mission and Vision Statement

• Our vision is to establish a standard and world class digital marketing agencies whose services and brand will not only be accepted in the United States of America, but also in other parts of the world.
• Our mission is to provide professional and highly creative result oriented digital marketing services and other related advisory and consulting services that will assist businesses, individuals and non-profit organizations in promoting their brands and reaching out to a wide range of potential customers all over the globe.
• We want to build a digital marketing agency that can favorably compete with other leading brands in the digital marketing agencies industry.

Our Business Structure

Zebra Plus Digital Marketing Consulting™, LLC, is a digital marketing agency that intend starting small in Cape May, but hope to grow big in order to compete favorably with leading digital marketing agencies in the industry both in the United States and on a global stage.

We are aware of the importance of building a solid business structure that can support the picture of the kind of world class business we want to own. This is why we are committed to only hire the best hands within our area of operations.

At Zebra Plus Digital Marketing Consulting™, LLC, we will ensure that we hire people that are qualified, hardworking, creative, result driven, customer centric and are ready to work to help us build a prosperous business that will benefit all the stake holders (the owners, workforce, and customers).

As a matter of fact, profit-sharing arrangement will be made available to all our senior management staff and it will be based on their performance for a period of five years or more as agreed by the board of trustees of the company. In view of the above, we have decided to hire qualified and competent hands to occupy the following positions;

• Chief Executive Officer
• Creative Director

Digital Marketing Specialist

Human Resources and Admin Manager

• Sales and Marketing Executive
• Web Designer cum Graphic Artist
• Content Creator/Online Traffic Generator

Client Service Executive

5. Job Roles and Responsibilities

Chief Executive Officer – CEO:

• Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing incentives; developing a climate for offering information and opinions; providing educational opportunities.
• Responsible for providing direction for the business
• Creates, communicates, and implements the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
• Responsible for signing checks and documents on behalf of the company
• Evaluates the success of the organization

Creative Director:

• Serves as project manager of the organization; works directly with employees
• Responsible for designing concepts and winning business proposals for the organization
• In charge of copy writing and laying out chronological advertisement plans
• Develops strategic plan by studying technological and financial opportunities; presenting assumptions; recommending objectives.
• Accomplishes subsidiary objectives by establishing plans, budgets, and results measurements; allocating resources; reviewing progress; making mid-course corrections.
• Coordinates efforts by establishing procurement, production, marketing, field, and technical services policies and practices; coordinating actions with corporate staff.
• Builds company image by collaborating with customers, government, community organizations, and employees; enforcing ethical business practices.
• Maintains quality service by establishing and enforcing organization standards.
• Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.
• Makes certain that operations and marketing department perform efficiently, coordinate employee efforts, and facilitate communications between management and employees
• Ensures that the organization work in line with international best practices.
• Responsible for handling core digital services such as banner advertising, video advertising, rich media advertising, sponsorship advertising, classifieds/directories, lead generation, mobile messaging/email, digital display advertising, mobile advertising, social media management
• Handle other related digital marketing advisory and consulting services
• Responsible for overseeing the smooth running of HR and administrative tasks for the organization
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Enhances department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
• Defines job positions for recruitment and managing interviewing process
• Carries out staff induction for new team members
• Responsible for training, evaluation and assessment of employees
• Oversees the smooth running of the daily office.

Sales and Marketing Manager

• Manages external research and coordinate all the internal sources of information to retain the organizations’ best customers and attract new ones
• Models demographic information and analyze the volumes of transactional data generated by customer
• Identifies development opportunities; follows up on development leads and contacts; participates in the structuring and financing of projects; assures the completion of development projects.
• Writes winning proposal documents, negotiate fees and rates in line with organizations’ policy
• Responsible for handling business research, market surveys and feasibility studies for clients
• Responsible for supervising implementation, advocate for the customer’s needs, and communicate with clients
• Develops, executes and evaluates new plans for expanding increase sales
• Creates new markets cum businesses for the organization
• Empowers and motivates the sales team to meet and surpass agreed targets

Accountant/Cashier:

• Responsible for preparing financial reports, budgets, and financial statements for the organization
• Provides managements with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions.
• Responsible for financial forecasting and risks analysis.
• Performs cash management, general ledger accounting, and financial reporting for one or more properties.
• Responsible for developing and managing financial systems and policies
• Responsible for administering payrolls
• Ensures compliance with taxation legislation
• Handles all financial transactions for Zebra Plus Digital Marketing Consulting™, LLC
• Serves as internal auditor for Zebra Plus Digital Marketing Consulting™, LLC.

Web Designer cum Graphic Designers

• Liaises with clients to determine their requirement and budget
• Responsible for Optimizing Website Functionality for owners of existing websites
• Responsible for Search Engine Optimization Services and Code Writing Services
• Responsible for developing concepts, graphics and layouts for product illustrations, company logos, and websites
• Responsible for managing client proposals from typesetting through to design, print and production
• Responsible for preparing drafts or material based on an agreement brief.
• Researches and advices the organization on style, genre and other trendy info as it relates to social media marketing.

Content Creator/Traffic Generator

• Responsible for creating content/buzz words that will help attract traffics
• Responsible for Search Engine Optimization (SEO)
• Responsible for engaging internet users to get help statistics and leads
• Liaises and works effectively With other staff members to generate sales for our clients
• Welcomes clients and potential clients by greeting them in person, online or on the telephone; answering or directing inquiries.
• Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
• Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services
• Manages administrative duties assigned by the creative director in an effective and timely manner
• Consistently stays abreast of any new information on the organizations’ products, promotional campaigns, etc; to ensure accurate and helpful information is supplied to clients when they make enquiries.

6. SWOT Analysis

Zebra Plus Digital Marketing Consulting™, LLC engaged the services of a core professional in the area of business consulting and structuring to assist our organization in building a well – structured digital marketing business that can favorably compete in the highly competitive digital marketing agencies industry in the United States and the world at large.

Part of what the team of business consultant did was to work with the management of our organization in conducting a SWOT analysis for Zebra Plus Digital Marketing Consulting™, LLC. Here is a summary from the result of the SWOT analysis that was conducted on behalf of Zebra Plus Digital Marketing Consulting™, LLC;

Our core strength lies in the power of our team; our workforce. We have a team of creative, result driven and highly proficient digital marketing expert, a team with excellent qualifications and experience various niche areas in the digital marketing agencies industry and other related industry.

Aside from the synergy that exists in our carefully selected digital marketing experts, our services will be measurable, result driven and guided by best practices in the industry.

As a new digital marketing agency in Cape May – New Jersey, it might take some time for our organization to break into the market and gain acceptance especially from top profile clients in the already saturated and highly competitive digital marketing agencies industry; that is perhaps our major weakness.

Another weakness is that we may not have the required cash to pump into promoting our business especially via main stream media (TV, Radio and Newspapers et al) the way we would want to.

• Opportunities:

No doubt, the opportunities available in the digital marketing agencies industry is massive considering the number of individuals and corporate organizations with active presence on the internet and of course the pretty large numbers of people who visit the internet / social media platforms on a daily basis and own mobile phones / smart phones and other related gadgets.

As a standard and world class digital marketing agency, we are ready to take advantage of any opportunity that is available in the industry.

Just like any other business, one of the major threats that we are likely going to face is economic downturn. It is a fact that economic downturn affects purchasing/spending power. Another threat that may likely confront us is the arrival of a digital marketing agency or even a social media marketing company in same location where our target market exist and who may want to adopt same Business model like us.

7. MARKET ANALYSIS

• Market Trends

No doubt, the Digital Marketing Agencies industry has benefited from the rapid switch from traditional print advertising to digital advertisements. As more consumers generate website traffic through the use of smartphones and tablets, businesses have purchased digital advertising services to build brand awareness across multiple screens and platforms.

In the next five years, the industry will continue to grow, as more effective advertising tools / software apps and technology platforms that measure consumer demographics are developed. The growing trend which makes it easier for people to spend more time on the internet especially on social media networking sites is a major boost in the revenue generated by digital marketing agencies.

It is not common to find players in this industry generating an increasing amount of advertising revenue per user by developing targeted advertising platforms and tools to measure the effectiveness of advertising and marketing.

This has indeed changed the ways that organizations approach to interact with customers, as a substantial percentage of consumer interactions and profiling are now being carried out over online and social media platforms with much higher visibility.

In as much as digital marketing is dependent on technology which is ever-evolving and fast-changing, the same features should be expected from digital marketing developments and strategies. This portion is an attempt to qualify or segregate the notable highlights existing and being used as of press time.

Another important factor worthy of mentioning in this industry is that the target market keep expanding, people and organizations are now seeing the need for them to have an official website and also to engage the services of digital marketing experts either in branding or packaging their products and services or in helping them directly sell their products and services to their targeted market.

Another common trend in the digital marketing agencies industry is that, most digital marketing firms no longer settle for clients within the location where their physical office is located but also from any part of the world. The truth is that with the advent of the internet, it is now easier for a digital marketing agency to work for clients in any part of the world.

A digital marketing agency can be located in the United States of America and have their biggest client in United Arab Emirates or in China. Many thanks to the power of the internet which has brought the world closer to us. Lastly, the digital marketing agencies industry will continue to evolve due to the advancement of computer technology and software applications designs et al.

8. Our Target Market

Before starting our digital marketing agency, we are certain that there is a wide range of both corporate and individual clients who cannot successfully run their businesses without the services and support of a standard digital marketing agencies; a company that can help them reach out to their target market.

In view of that, we have created strategies that will enable us reach out to various corporate organizations, non – profits, government agencies and individual who we know can’t afford to do without our services. We have conducted our market research and survey and we will ensure that we meet and surpass the expectations of our clients

Below is a list of the people and organizations that we have specifically market our services to;

• Banks, Insurance Companies and other related Financial Institutions
• Blue Chips Companies
• Corporate Organizations
• Manufacturers and Distributors
• Real Estate Owners, Developers, and Contractors
• Research and Development Companies
• The Government (Public Sector)
• Schools (High Schools, Colleges and Universities)
• Celebrities, Politicians, Public Figures and Public Speakers
• Sport Organizations
• Religious Organizations
• Political Parties
• Television Stations
• Printing Press (Publishing Houses) and Authors
• Branding and Advertising agencies
• Aspiring celebrities
• Entrepreneurs and Start – Ups

Our Competitive Advantage

Surviving in the business world as a digital marketing agency requires more than, your expertise, knowing how to conduct your business but also how to network with key people that matters; decision makers that can decide who will get a contract or a business deal.

We are quite aware that to be highly competitive in the digital marketing agencies industry means that you are not only expected to be able to deliver consistent and excellent services, but you must be result driven and able to meet set targets. No one would want to continue to hire your services if don’t always meet up with the target sales the organization intends to generate when they hired you.

Our competitive advantage lies in the power of our team; our workforce. We have a team of creative, result driven and highly proficient digital marketing experts, a team with excellent qualifications and experience various niche areas in the digital marketing agencies industry and other related industry.

Lastly, all our employees will be well taken care of, and their welfare package will be among the best within our category ( startups digital marketing agencies in the United States ) in the industry. It will enable them to be more than willing to build the business with us and help deliver our set goals and achieve all our business aims and objectives.

9. SALES AND MARKETING STRATEGY

• Sources of Income

Zebra Plus Digital Marketing Consulting™, LLC is established with the aim of maximizing profits in the digital marketing agencies industry and we are going to go all the way to ensure that we do all it takes to meet and surpass the expectations of all our clients.

Zebra Plus Digital Marketing Consulting™, LLC will generate income by offering the following digital marketing services and other related services;

10. Sales Forecast

One thing is certain, there would always be corporate organizations, government agencies, non – profits and individuals who would need the services of digital marketing agencies to help them increase sales or promote their brands.

We are well positioned to take on the available market in digital marketing agencies industry and we are quite optimistic that we will meet our set target of generating enough income / profits from the first six month of operations and grow our digital marketing agencies to enviable heights.

We have been able to critically examine the digital marketing space and we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. The sales projection are based on information gathered on the field and some assumptions that are peculiar to similar startups in Cape May – New Jersey.

Below is the sales projection for Zebra Plus Digital Marketing Consulting™, LLC, it is based on the location of our business and of course the wide range of our services and target market;

• First Fiscal Year-: $200,000
• Second Fiscal Year-: $500,000
• Third Fiscal Year-: $750,000

N.B : This projection is done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and there won’t be any major competitor offering same digital marketing services as we do within same location. Please note that the above projection might be lower and at the same time it might be higher.

• Marketing Strategy and Sales Strategy

We are mindful of the fact that there is stiffer competition in the social media marketing industry; hence we have been able to hire some of the best marketing experts to handle our sales and marketing.

Our sales and marketing team will be recruited based on their vast experience in the digital marketing agencies industry and they will be trained on a regular basis so as to be well equipped to meet their targets and the overall business goal of Zebra Plus Digital Marketing Consulting™, LLC.

Our corporate goal is to grow Grapevine Marketing Consulting™, LLC to become one of the leading social media marketing brands in the United States of America which is why we have mapped out strategy that will help us take advantage of the available market and grow to become a major force to reckon with not only in the United States of America but also in other parts of the world.

Zebra Plus Digital Marketing Consulting™, LLC is set to make use of the following marketing and sales strategies to attract clients;

• Introduce our digital marketing agency by sending introductory letters alongside our brochure to individuals, corporate organizations, government agencies, non – profits, religious organizations and key stake holders.
• Promptness in bidding for digital marketing contracts from the government and other cooperate organizations
• Advertise our business in relevant business magazines, newspapers, TV stations, and radio station.
• List our business on yellow pages ads (local directories)
• Attend relevant international and local expos, seminars, and business fairs et al
• Create different packages for different category of clients in order to work with their budgets and still deliver excellent design and services
• Leverage on the internet to promote our business
• Engage direct marketing approach
• Encourage word of mouth marketing from loyal and satisfied clients

11. Publicity and Advertising Strategy

We have been able to work with our in house brand and publicity consultants to help us map out publicity and advertising strategies that will help us walk our way into the heart of our target market. We are set to become the number one choice for both corporate clients and individual clients in the whole of the United States and beyond which is why we have made provisions for effective publicity and advertisement of our digital marketing agency.

Below are the platforms we intend to leverage on to promote and advertise Zebra Plus Digital Marketing Consulting™, LLC;

• Place adverts on both print (newspapers and magazines) and electronic media platforms
• Sponsor relevant community based events / programs
• Leverage on the internet and social media platforms like; Instagram, Facebook , twitter, YouTube, Google + et al to promote our services
• Install our Bill Boards on strategic locations all around Cape May – New Jersey.
• Engage in road show from time to time in targeted neighborhoods
• Distribute our fliers and handbills in target areas
• Contact corporate organizations, non – profits and government agencies by calling them up and informing them of Zebra Plus Digital Marketing Consulting™, LLC and the services we offer
• List our digital marketing agency in local directories / yellow pages
• Advertise our digital marketing agency in our official website and employ strategies that will help us pull traffic to the site.
• Ensure that all our staff members wear our branded shirts and all our vehicles are well branded with our company logo et al.

In setting up any business, the amount or cost will depend on the approach and scale you want to undertake. If you intend to go big by renting a place, then you would need a good amount of capital as you would need to ensure that your employees are well taken care of, and that your facility is conducive enough for workers to be creative and productive.

This means that the start-up can either be low or high depending on your goals, vision and aspirations for your business. The materials and equipment that will be used are nearly the same cost everywhere, and any difference in prices would be minimal and can be overlooked.

12. Our Pricing Strategy

At Zebra Plus Digital Marketing Consulting™, LLC we will keep the prices of our services below the average market rate for all of our customers by keeping our overhead low and by collecting payment in advance from corporate organizations who would hire our services.

In addition, we will also offer special discounted rates to all our customers at regular intervals. We are aware that there are some one – off jobs or government contracts which are always lucrative, we will ensure that we abide by the pricing model that is expected from contractors or organizations that bid for such contracts.

• Payment Options

At Zebra Plus Digital Marketing Consulting™, LLC, our payment policy will be all inclusive because we are quite aware that different people prefer different payment options as it suits them. Here are the payment options that we will make available to our clients;

• Payment by via bank transfer
• Payment via online bank transfer
• Payment via check
• Payment via bank draft
• Payment via mobile money
• Payment with cash

In view of the above, we have chosen banking platforms that will help us achieve our plans with little or no itches.

13. Startup Expenditure (Budget)

As for the detailed cost analysis for starting a digital marketing agency; it might differ in other countries due to the value of their money. However, this is what it would cost us to setup Zebra Plus Digital Marketing Consulting™, LLC in the United of America;

• Business incorporating fees in the United States of America will cost – $750.
• The budget for Liability insurance, permits and license will cost – $3,500
• Acquiring an office space or warehouse that will accommodate the number of employees for at least 6 months (Re – Construction of the facility inclusive) will cost – $150,000.
• Equipping the office (computers, printers, projectors, markers, servers / internet facility, furniture, telephones, filing cabinets, and electronics) will cost – $30,000
• Amount required to purchase the needed software applications – $3,500
• Launching an official Website will cost – $500
• Amount need to pay bills and staff members for at least 2 to 3 months – $70,000
• Additional Expenditure such as Business cards, Signage, Adverts and Promotions will cost – $5,000
• Miscellaneous – $5000

Going by the report from the market research and feasibility studies conducted, we will need about two hundred and fifty thousand ( 250,000 ) U.S. dollars to successfully set – up a medium scale but standard digital marketing agency in the United States of America.

Generating Funding/Startup Capital for Zebra Plus Digital Marketing Consulting™, LLC

Zebra Plus Digital Marketing Consulting™, LLC is a business that will be owned, financed and managed by Rooney Wilberforce and his friend and business partner for many years Festus Holloway. They are the sole financial of the business which is why they decided to restrict the sourcing of the start – up capital for the business to just three major sources.

These are the areas we intend generating our start – up capital;

• Generate part of the start – up capital from personal savings and sale of his stocks
• Generate part of the start – up capital from friends and other extended family members
• Generate a larger chunk of the startup capital from the bank (loan facility).

N.B: We have been able to generate about $100,000 (Personal savings $85,000 and soft loan from family members $15,000) and we are at the final stages of obtaining a loan facility of $150,000 from our bank. All the papers and document has been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.

14. Sustainability and Expansion Strategy

The future of a business lies in the numbers of loyal customers that they have the capacity and competence of the employees, their investment strategy and the business structure. If all of these factors are missing from a business (company), then it won’t be too long before the business close shop.

One of our major goals of starting Zebra Plus Digital Marketing Consulting™, LLC is to build a business that will survive off its own cash flow without the need for injecting finance from external sources once the business is officially running.

We know that one of the ways of gaining approval and winning customers over is to offer our digital marketing services and other related advisory and consulting services a little bit cheaper than what is obtainable in the market and we are well prepared to survive on lower profit margin for a while.

Zebra Plus Digital Marketing Consulting™, LLC will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and re – training of our workforce is at the top burner of our business strategy.

As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of three years or more as determined by the board of the organization. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.

Check List/Milestone

• Business Name Availability Check:>Completed
• Business Incorporation: Completed
• Opening of Corporate Bank Accounts various banks in the United States: Completed
• Opening Online Payment Platforms: Completed
• Application and Obtaining Tax Payer’s ID: In Progress
• Securing a standard office facility in a good location: Completed
• Application for business license and permit: Completed
• Purchase of All form of Insurance for the Business: Completed
• Conducting Feasibility Studies: Completed
• Generating part of the start – up capital from the founders: Completed
• Writing of Business Plan: Completed
• Drafting of Employee’s Handbook: Completed
• Drafting of Contract Documents: In Progress
• Design of Logo for the business: Completed
• Secure trademark for our products: In Progress
• Graphic Designs and Printing of Packaging Marketing / Promotional Materials: Completed
• Recruitment of employees: In Progress
• Purchase of the Needed furniture, office equipment, software applications, electronic appliances and facility facelift: In Progress
• Creating Official Website for the business: In Progress
• Creating Awareness for the business: In Progress
• Health and Safety and Fire Safety Arrangement: In Progress
• Establishing business relationship with vendors and key players in various industries: In Progress

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Digital Marketing Agency Business Plan Template & Guidebook

How to write a digital marketing agency business plan in 7 steps:, 1. describe the purpose of your digital marketing agency business..

It also helps to include a vision statement so that readers can understand what type of company you want to build.

2. Products & Services Offered by Your Digital Marketing Agency Business.

When you think about the products and services that you offer, it's helpful to ask yourself the following questions:

3. Build a Creative Marketing Stratgey.

If you don't have a marketing plan for your digital marketing agency business, it's time to write one. Your marketing plan should be part of your business plan and be a roadmap to your goals. 

Target market

Customer base , product or service description, competitive analysis, marketing channels, form an llc in your state, 4. write your operational plan., what equipment, supplies, or permits are needed to run a digital marketing agency business, 5. management & organization of your digital marketing agency business..

The second part of your digital marketing agency business plan is to develop a management and organization section.

6. Digital Marketing Agency Business Startup Expenses & Captial Needed.

Startup costs are typically the first expenses you will incur when beginning an enterprise. These include legal fees, accounting expenses, and other costs associated with getting your business off the ground. The amount of money needed to start a digital marketing agency business varies based on many different variables, but below are a few different types of startup costs for a digital marketing agency business.

You should include any costs associated with marketing and sales, such as advertising and promotions, website design or maintenance. Also, consider any additional expenses that may be incurred if you decide to launch a new product or service line. For example, if your digital marketing agency business has an existing website that needs an upgrade in order to sell more products or services, then this should be listed here.

7. Financial Plan & Projections

Here are some steps you can follow to devise a financial plan for your digital marketing agency business plan:

Frequently Asked Questions About Digital Marketing Agency Business Plans:

Why do you need a business plan for a digital marketing agency business, who should you ask for help with your digital marketing agency business plan.

You should seek advice and assistance from a trusted business advisor or consultant who has experience in creating digital marketing agency business plans. Additionally, there are many resources available online that can provide guidance on how to create a successful business plan.

Can you write a digital marketing agency business plan yourself?

Related business plans, home inventory business plan template & guidebook, home inspection business plan template & guidebook, home decor business plan template & guidebook, health and wellness business plan template & guidebook, hauling business plan template & guidebook, hardware business plan template & guidebook, handyman business plan template & guidebook, hair extension business plan template & guidebook, handbag business plan template & guidebook.

I'm Nick, co-founder of newfoundr.com, dedicated to helping aspiring entrepreneurs succeed. As a small business owner with over five years of experience, I have garnered valuable knowledge and insights across a diverse range of industries. My passion for entrepreneurship drives me to share my expertise with aspiring entrepreneurs, empowering them to turn their business dreams into reality.

From assessing market viability and formulating business plans to selecting the right technology and navigating the financial landscape, I am dedicated to helping fellow entrepreneurs overcome challenges and unlock their full potential. As a steadfast advocate for small business success, my mission is to pave the way for a new generation of innovative and driven entrepreneurs who are ready to make their mark on the world.

Digital Marketing Agency Business Plan Template

Written by Dave Lavinsky

Digital Marketing Agency Business Plan

You’ve come to the right place to create your Digital Marketing Agency business plan.

We have helped over 1,000 entrepreneurs and business owners create business plans and many have used them to start or grow their digital marketing agencies.

Below is a template to help you create each section of your Digital Marketing Agency business plan.

Executive Summary

Business overview.

Trending Next is a startup digital marketing agency located in Atlanta, Georgia. The company is founded by Michelle Taylor, an experienced digital marketer who has a bachelor’s degree in marketing and has worked for several years for a prominent marketing agency based in New York. Now that Michelle has gained the education and experience in managing a digital marketing agency, she is ready to start her own company, Trending Next. Michelle is confident that her digital marketing and communication skills will enable her to run a profitable digital marketing agency of her own. Michelle is recruiting a team of highly qualified professionals to help manage the day-to-day complexities of running a digital marketing firm – sales and marketing, customer support, technology management, customer relations, administration, and finance.

Trending Next will provide a full suite of digital marketing services for businesses of all sizes throughout the United States. The company will be the go-to digital marketing firm in Atlanta for innovative marketing strategies using the latest technology and tools. Trending Next will create and launch digital marketing campaigns through a variety of channels from SEO and email to content and video marketing. The company will be the ultimate choice for customer service while guaranteeing expertly developed personalized marketing solutions for each client.

Product Offering

The following are the services that Trending Next will provide:

• Social media
• Content marketing
• Email marketing
• SMS marketing
• Sponsored content
• Native advertising
• Marketing automation
• Affiliate marketing

Customer Focus

Trending Next will target businesses of all sizes and industries in the United States. No matter the customer, Trending Next will deliver the best communication, service, and effective digital marketing campaigns.

Management Team

Trending Next will be owned and operated by Michelle Taylor. Michelle is a graduate of New York University with a bachelor’s degree in marketing. She has over five years of experience working as a digital marketing manager for a prestigious marketing agency based in New York. Now, Michelle aims to bring her digital marketing skills to work in her new location in Atlanta, Georgia. She will be the company’s chief executive officer and will oversee the digital marketing staff and help develop and implement the company’s digital marketing service offerings.

Michelle has recruited an experienced business manager, Joshua Anderson, to be the company’s chief operating officer and help oversee the business operations. He has a master’s degree in business administration from Georgia University and over 15 years of experience managing his own company. Joshua will handle the day-to-day operations, including project management, customer relationships, and logistics.

Success Factors

Trending Next will be able to achieve success by offering the following competitive advantages:

• Skilled team of digital marketing experts who will work with each client to develop and implement personalized marketing campaigns tailored to their specific needs and goals.
• Trending Next will continuously seek out and incorporate the newest trends in digital marketing to ensure the best marketing tactics for each client.
• The company offers competitive pricing and discounts for regular customers.

Financial Highlights

Trending Next is seeking $300,000 in debt financing to launch its digital marketing business. The funding will be dedicated towards securing the office and purchasing office equipment and supplies. Funding will also be dedicated towards three months of overhead costs to include payroll of the staff and marketing expenses. The breakout of the funding is below:

• Office build-out: $90,000
• Equipment, supplies, and materials: $60,000
• Three months of overhead expenses (payroll, utilities): $130,000
• Marketing costs: $10,000
• Working capital: $10,000

The following graph below outlines the pro forma financial projections for Trending Next.

Company Overview

Who is trending next.

Trending Next is a newly established digital marketing company in Atlanta, Georgia. Trending Next will provide a full suite of digital marketing services for businesses of all sizes throughout the United States. The company will be the go-to digital marketing firm in Atlanta for innovative marketing strategies using the latest digital marketing technology and tools. Trending Next will create and launch digital marketing campaigns through a variety of channels from SEO and email to content and video marketing. The company will be the ultimate choice for customer service while guaranteeing expertly developed personalized marketing solutions for each client.

Trending Next will be able to guarantee the effectiveness of its digital marketing strategies thanks to the latest and most innovative digital marketing technology and expertise of its leadership team. The company’s team of highly qualified professionals experienced in digital marketing will ensure each client’s marketing campaign is tailored to meet their specific needs and goals.

Trending Next History

Trending Next is owned and operated by Michelle Taylor, an experienced digital marketer who has gained valuable knowledge during her five-year tenure working as a digital marketing manager at a premier digital marketing agency in New York. Now that Michelle has gained the experience and knowledge of how to manage a digital marketing agency, she is ready to start one of her own. Michelle has begun recruiting a team of highly qualified professionals to help manage the day to day complexities of running a digital marketing firm –  – sales and marketing, customer support, technology management, customer relations, administration, and finance.

Since incorporation, Trending Next has achieved the following milestones:

• Registered Trending Next, LLC to transact business in the state of Georgia
• Has signed a letter of intent to lease the office space
• Reached out to numerous contacts to include previous employees, colleagues, and experienced digital marketing professionals to begin building a team of experts for the company’s management team
• Began recruiting a staff of operational positions including accountants, administrative personnel, and sales representative to work at Trending Next

Trending Next Services

Industry analysis.

The digital marketing industry in the United States is valued at approximately $30.6B and is forecasted to grow by 3.7% this year. The digital marketing industry comprises several different marketing channels: SEO, PPC, social media marketing, content marketing, email marketing, mobile marketing, marketing analytics, inbound marketing, sponsored content, native advertising, marketing automation, and affiliate marketing. Digital marketing agencies can choose to specialize in some combination of these channels or all of the above.

One of the major demand drivers for digital marketing is the increase in internet traffic volume. As this volume increases due to more consumers using smartphones, tablets, and computers to make purchases, more businesses will need digital marketing services to expand their online presence.

The primary challenge for new digital marketing agency operators is the high level of competition present in the industry. Another challenge is the speed at which digital channels evolve. Industry operators must keep up with the latest digital marketing trends, channels, and technologies to remain competitive.

Customer Analysis

Demographic profile of target market.

The precise demographics for the United States are:

Customer Segmentation

Trending Next will primarily target the following customer profiles:

• Small businesses (less than 100 employees)
• Mid-sized businesses (101-500 employees)
• Large businesses (over 500 employees)

Competitive Analysis

Direct and indirect competitors.

Trending Next will face competition from other companies with similar business profiles. A description of each competitor company is below.

Perfect SEO Digital Marketing

Perfect SEO Digital Marketing is one of the largest digital marketing firms in Atlanta, Georgia. The company was established as a traditional marketing agency (Perfect Marketing) in 1990 and has since grown to 30 offices throughout the country. As digital marketing has become the norm, the company has transitioned to a more digital mindset and changed its name to Perfect SEO Digital Marketing. The company still provides traditional advertising services in addition to its digital marketing offerings. As the name specifies, the company’s digital marketing expertise centers on search engine optimization (SEO) in particular. Perfect SEO Digital Marketing aims to deliver high quality digital marketing services through its innovative digital marketing process. Perfect SEO Digital Marketing’s team of experienced digital marketing professionals are experts in SEO and able to provide business clients with effective marketing solutions.

Grow Your Business Fast Digital Marketing Agency

Grow Your Business Fast Digital Marketing Agency is a small digital marketing agency catering to local businesses in Atlanta, Georgia and surrounding areas. Grow Your Business Fast Digital Marketing Agency provides a variety of digital marketing services including the development and deployment of social media campaigns, website advertising, SEO, content marketing, video marketing, email/SMS marketing, and PPC. The company is owned and operated by experienced marketing professionals with over three decades of experience in creating and managing marketing campaigns for companies of all sizes.

Innovation Online Digital Marketing

Innovation Online Digital Marketing is a trusted Atlanta, Georgia-based digital marketing firm that provides superior digital marketing services to business clients throughout the United States. The company is able to provide a wide variety of services using the latest digital marketing strategies and tools. Innovation Online Digital Marketing specializes in creating innovative social media marketing and cohesive digital marketing strategies for businesses in a range of industries, with retail being the most well-known. The company has been recognized for creating the most popular marketing campaigns for some of the largest retailers in the country.

Competitive Advantage

Trending Next will be able to offer the following advantages over their competition:

• Trending Next will continuously seek out and incorporate the newest trends and tools in digital marketing to ensure the best marketing tactics for each client.

Marketing Plan

Brand & value proposition.

Trending Next will offer the unique value proposition to its clientele:

Promotions Strategy

The promotions strategy for Trending Next is as follows:

Social Media Marketing

As a digital marketing agency, Trending Next will lead by example. The company’s marketing director will create engaging accounts on social media platforms such as LinkedIn, Twitter, Instagram, Facebook, TikTok, and YouTube. He will ensure Trending Next maintains an active social media presence with regular updates and fun content to provide an example of what the company is capable of creating for clients.

Professional Associations and Networking

Trending Next will become a member of professional associations such as the Digital Marketing Association, American Marketers Society, and the Georgia Marketing Association. The leadership team will focus their networking efforts on expanding the company’s client network.

Email/SMS Marketing

Trending Next will use email marketing and SMS marketing to target potential business clients by sending them targeted emails, newsletters, and promotional updates to incentivize them to engage with the company.

Website/SEO Marketing

Trending Next will utilize the in-house marketing director that designed the social media campaign to also design the company website. The website will be well organized, informative, and list all the services that Trending Next is able to provide. The website will also provide testimonials from satisfied clients.

The marketing director will also manage the company’s website presence with SEO marketing tactics so that when someone types in a search engine “Atlanta digital marketing agency” or “digital marketing firm near me”, Trending Next will be listed at the top of the search results.

The pricing of Trending Next will be moderate and on par with competitors so customers feel they receive value when purchasing the company’s services.

Operations Plan

The following will be the operations plan for Trending Next.

Operation Functions:

• Michelle Taylor will be the chief executive officer and will oversee the digital marketing staff and be the creative driver for new marketing tools and tactics. Michelle has spent the past year recruiting the following staff:
• Joshua Anderson – Chief operating officer who will manage the day-to-day operations, budgeting, client relationships, and logistics.
• Daniel Moore – Accountant/bookkeeper who will provide all accounting, tax payments, and monthly financial reporting.
• Paul Wilson – Marketing director who will oversee all marketing strategies for the company and manage the website, social media, and outreach.

Milestones:

Trending Next will have the following milestones complete in the next six months.

12/1/2022 – Finalize lease on the office space

12/15/2022 – Finalize personnel and staff employment contracts for the Trending Next management team

1/1/2023 – Begin build-out of the office, purchase equipment, and start networking

1/15/2023 – Begin implementing the marketing campaign

2/15/2023 – Finalize contracts for digital marketing professionals to work at Trending Next

3/15/2023 – Trending Next officially opens for business

Trending Next will be owned and operated by Michelle Taylor. Michelle is a graduate of New York University with a Bachelor’s degree in marketing. She has over five years of experience working as a digital marketing manager for a prestigious marketing agency based in New York. Now, Michelle aims to bring her digital marketing skills to work in her new location in Atlanta, Georgia. She will be the company’s chief executive officer and will oversee the digital marketing staff and help develop and implement the company’s digital marketing service offerings.

Financial Plan

Key revenue & costs.

The revenue drivers for Trending Next are the fees charged to customers in exchange for the company’s services. The company charges fees on a per-project basis and offers monthly retainers for ongoing marketing management.

The cost drivers will be the overhead costs required in order to staff a digital marketing agency. The expenses will be the payroll cost, utilities, office equipment and supplies, and marketing materials.

Funding Requirements and Use of Funds

Key assumptions.

The following outlines the key assumptions required in order to achieve the revenue and cost numbers in the financials and in order to pay off the startup business loan.

• Average number of accounts per month: 10
• Average fees per month: $50,000
• Overhead costs per year: $700,000

Financial Projections

Income statement.

Balance Sheet

Cash Flow Statement

Digital Marketing Agency Business Plan FAQs

What is a digital marketing agency business plan.

A digital marketing agency business plan is a plan to start and/or grow your digital marketing agency business. Among other things, it outlines your business concept, identifies your target customers, presents your marketing plan and details your financial projections.

You can easily complete your Digital Marketing Agency business plan using our Digital Marketing Agency Business Plan Template here .

What are the Main Types of Digital Marketing Agencies?

There are a number of different kinds of digital marketing agencies , some examples include: Full Service Digital Marketing Agency, SEO Digital Marketing Agency, Social Media Digital Marketing Agency, and Web Design Digital Marketing Agency.

How Do You Get Funding for Your Digital Marketing Business Plan?

Digital Marketing Agencies are often funded through small business loans. Personal savings, credit card financing and angel investors are also popular forms of funding. This is true for a digital marketing business plan, advertising agency business plan and a marketing agency startup business plan.

What are the Steps To Start a Digital Marketing Agency Business?

Starting a digital marketing agency business can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your goals and get started faster.

1. Develop A Digital Marketing Agency Business Plan - The first step in starting a business is to create a detailed digital marketing agency business plan that outlines all aspects of the venture. This should include potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast.  

2. Choose Your Legal Structure - It's important to select an appropriate legal entity for your digital marketing agency business. This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your digital marketing agency business is in compliance with local laws.

3. Register Your Digital Marketing Agency Business - Once you have chosen a legal structure, the next step is to register your digital marketing agency business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws. 

4. Identify Financing Options - It’s likely that you’ll need some capital to start your digital marketing agency business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms. 

5. Choose a Location - Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations. 

6. Hire Employees - There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events. 

7. Acquire Necessary Digital Marketing Agency Equipment & Supplies - In order to start your digital marketing agency business, you'll need to purchase all of the necessary equipment and supplies to run a successful operation. 

8. Market & Promote Your Business - Once you have all the necessary pieces in place, it’s time to start promoting and marketing your digital marketing agency business. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective Search Engine Optimization (SEO) strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

Learn more about how to start a successful digital marketing agency business:

• How to Start a Digital Marketing Agency Business

Where Can I Get a Digital Marketing Agency Business Plan PDF?

You can download our free digital marketing agency business plan template PDF here . This is a sample digital marketing agency business plan template you can use in PDF format.

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How to Write a Digital Marketing Agency Business Plan in 2024

When you try to find out a thing or two about writing a digital marketing agency business plan, you are bombarded by an endless barrage of annoying acronyms for prepackaged solutions.

Various business gurus are trying to sell you these, which are supposed to work for any company, no matter what it does or how it makes its money.

Like with all prepackaged solutions, the results are, at best, mediocre.

For a digital marketing agency , due to the exceptionally fluid and innovative niche, such an approach is almost guaranteed to fail. Instead, you have to dig in, brew yourself a gigantic pot of coffee, and really get down to it.

6 Keys to Creating a Digital Marketing Agency Business Plan

You need a digital marketing business plan that fits the unique needs and goals of your agency, specifically designed for the digital marketing field, as we mentioned earlier. If you are ready, let’s learn how.

1.Who Is It for?

Inexperienced business owners almost invariably ignore the basic and eternal truth of writing a digital marketing agency business plan: focusing on the audience. 

Internal Purposes

For example, you may be coming up with a business plan that will be used mostly for internal purposes. You will be laying out your goals and means to achieve those goals for your employees. You will let them know what is expected of them and what kind of performance will be considered satisfactory. It will also let them know how the company is doing and try to convince them to stay on board.

An internally-oriented business plan is also a great way to understand where you stand realistically , which is often a problem for digital marketing agencies.

 Investors and Partners

Another kind of digital marketing agency business plan is aimed at investors and partners. This kind of business plan is intended to reinforce their trust and belief in your digital marketing agency. It goes without saying that this kind of business plan will be finance-heavy, dealing with cold, hard numbers.

Potential Customers

Finally, your digital marketing agency business plan may be aimed at your existing and potential customers. It will be a borderline marketing tactic where you will point out all of the amazing things you are planning to accomplish and the tools that you intend to use. It can also be a great way to advertise the wide array of your services and introduce new ones.

For example, if you just started expanding and are now offering digital marketing strategy services , your customer-oriented business plan is the perfect delivery mechanism for this announcement.

It should be pointed out that your digital marketing agency business plan should also start introducing certain terms and concepts that will be more effective in the future, such as AI in digital marketing , natural language processing, data analytics, account-based marketing and so on.

There is nothing wrong with being ambitious in your digital marketing agency business plan, especially if it is aimed at investors and potential customers.

2.Know Your Market Very Well

A big part of knowing whether your agency will be successful is understanding your audience. Make sure your plan is clear about the definition of your target market—who will you be selling to and how many other agencies are already selling similar services?

Your ads won’t work if they don’t appeal to what your potential customers want or need. Research and find out as much as possible about the people you want to sell to.

Many business owners fall into the trap of believing that their products or services are “for everyone”— that is, anyone would be interested in or need the products. So, you should know the digital marketing agency market size perfectly and what you should expect. But even if you define your business as a full-service digital marketing agency that appeals to a broad market of diverse consumers, you need to identify who your ideal consumer is.

3.Numbers. Numbers. Numbers.

Whether you like figures or not, having a thorough understanding of the numbers that impact your business is a crucial component of an agency business plan. You should be excruciatingly precise with your numbers. For example, your potential clients must be aware that there may be extra fees or upgrade opportunities as the project goes on. Always mention such situations to ensure that you inform your clients in the best possible way and leverage the opportunity of upselling for agencies .

When you dig deep enough, a digital marketing agency business plan is never about the words. It is about the numbers.

• How many clients do you have at the moment?
• How many more do you plan on attracting?
• What are you doing to keep your clients?
• How much does your client retention cost?
• How much are you paying your outside partners?
• What kind of growth rate are you expecting?
• How do you plan on selling your services?
• How much will it cost to sell them?
• Are you planning on taking out a new business loan?
• What is your employee turnover rate?
• What are your service fees?
• Are there any additional charges clients should be aware of?

All of this and much, much more has to be backed by numbers.

Simply put, without the numbers backing your claims, no one is going to believe you – not your employees, not your potential investors or partners, not your customers.

If you avoid numbers in your business plan , they will notice it and once they do, the first place they will go to is that you are trying to hide something.

One word of warning – this does not mean you should divulge absolutely everything about your finances. That being said, some transparency with your numbers can go a long way.

4.Focus on People

The people from the subheading above are your people, your employees.

The reason why they are making a feature in an article about a digital marketing agency business plan in 2024 is that 2024 will hopefully finally be the year when digital marketing agency owners and managers realize the value of the people in their employ.

The situation is such that employee loyalties are all but becoming a thing of the past and in an industry such as digital marketing, this is perhaps even more pronounced than in some other, “slower” industries.  In addition to this, people are finally talking about the debilitating costs of high employee turnover which occurs when companies do not value the people who work for them.

It is because of all of this that you need to feature your people heavily in your digital marketing company business plan. (Of course, this is especially true if your digital marketing agency business plan is of the internally-oriented kind.)

You should outline all the ways in which you plan on retaining your best people and help them do their jobs better and raise their job titles .

You should write down all of the investments you will make in them and in making your company a better place to work. You should flesh out a clear-cut and results-driven hiring policy, as well as an onboarding one.

Everyone who gets a hold of your plan needs to understand that you are a digital marketing agency that understands the realities of the evolving workplace and that values its employees above everything else.

5.Be Realistic and Honest

Business plans should avoid fluff, be realistic and honest. The biggest mistake entrepreneurs can make when writing a business plan is to be overly optimistic with sales and future cost estimates.

Make sure your business plan demonstrates the compelling reasons why customers need your agency’s services and how you will achieve competitive differentiation in the digital marketing industry. Make the financials realistic, and look at worst-case scenarios so you get a view of what could go wrong and what you would need to do to put things right.

Also, don’t forget to share your digital marketing agency’s organizational structure honestly. Your potential clients should be fully aware of the size of your team and understand how much workload you can handle, besides letting them know about which services you offer in-house and which ones you outsource. With this level of transparency, you can build trust and set clear expectations, ensuring clients feel confident in your agency’s capabilities.

6.Share Your Core Values

The foundation of an agency’s culture and operations is its core values. You can set yourself apart from your competitors by defining and incorporating your core values into your business plan. 

You should highlight the core values of your marketing agency to show how they shape your company culture and contribute to employee satisfaction and retention. Whether it’s pushing for new ideas, being open and honest, putting clients first, or doing the right thing, such values should shape everything you do, from the choices you make to how you interact with clients.

Must-Haves of a Solid Digital Marketing Agency  Business Plan

Your business plan is more than just pages of objectives; it’s the embodiment of your vision and commitment to navigating the intricate world of digital marketing. So, this isn’t about just “making it” but about leading, innovating, and setting benchmarks. If you’re unfamiliar with crafting a business plan or simply want to expedite the process when starting a digital marketing agency , consider leveraging artificial intelligence, editing the outputs and putting them into the final form. We offer prompts designed by ChatGPT-4 that can be utilized with GPT to maximize the advantages of AI in your planning.

1. A Comprehensive Market Analysis

Understanding the nuances of the digital marketing space is essential. Beyond just recognizing industry leaders or listing potential competitors, you should delve deep into identifying market gaps, emerging trends, and potential threats. 

Can you identify areas of innovation that haven’t been tapped into yet? What about shifts in consumer behavior due to technological advancements or global events? 

By providing detailed market analysis, you’re not only setting your agency up for a proactive approach but also showcasing to stakeholders that your strategies are rooted in research and foresight.

ChatGPT Prompt for Market Analysis:

“Provide a detailed market analysis for the digital marketing industry in 2024, focusing on emerging trends, potential threats, and untapped areas of innovation.”

2. Leveraging AI for Strategic Planning

It’s 2024, and artificial intelligence isn’t just a buzzword—it’s an integral component of any forward-thinking strategy. When building your business plan, illustrate how AI will fit into your operations and service offerings. 

You can do this by showcasing how AI-driven insights can refine target audience segments, optimize ad spend, predict emerging consumer trends, or even enhance user experience on digital platforms. Think of AI as more than just a tool—it’s a collaborator that can significantly enhance your agency’s efficacy and efficiency.

ChatGPT Prompt for Strategic Planning:

“How can artificial intelligence be integrated into a digital marketing strategy in 2024? Provide insights on AI-driven tools and methodologies for audience targeting, ad optimization, and predicting consumer behavior.”

3. Clearly Defined Business Goals and Objectives

Every successful journey begins with a clear destination in mind. Your business plan should resonate with this philosophy. Are you aiming to be a local leader or have aspirations to expand globally? Do you want to specialize in a niche or provide a comprehensive suite of digital marketing agency services ? 

Break down these goals into quantifiable metrics—whether it’s revenue milestones, client acquisition numbers, or expansion timelines. Then, layer this with actionable strategies, ensuring that your objectives aren’t just aspirational but also achievable.

ChatGPT Prompt for Business Goals and Objectives:

“List clear and quantifiable business goals for a digital marketing agency aiming to expand its operations in 2024. Break these down into short-term and long-term objectives, with strategies to achieve each. “

4. Detailed Financial Projections and Budgeting

Transparency is key when it comes to finances. 

Your business plan should provide crystal-clear financial forecasts, including revenue predictions, operating costs, profit margins, and potential ROI. But remember, it’s not just about showcasing profits. 

Address potential financial risks and have contingency plans in place. You can also highlight planned investments, be it in technology, talent, or infrastructure. If you’re approaching stakeholders, they should be able to understand not just the ‘how much’ but also the ‘why’ behind each financial decision.

ChatGPT Prompt for Financial Projections:

“Draft a financial projection for a digital marketing agency in 2024, detailing expected revenue, operating costs, and potential ROI. Also, highlight potential financial risks and contingency plans.”

5. A Strong Emphasis on Talent Acquisition and Retention

People make businesses, and in the realm of digital marketing, this statement holds even more weight. Your plan should detail how you’ll attract top-notch talent to drive your agency’s vision. 

Think recruitment drives, partnerships with top universities, or even apprenticeship programs. However, acquisition is just one side of the coin. Retention, often overlooked, can be your competitive advantage. 

Detail out plans for continuous training, mentorship programs, competitive benefits, and perhaps even a glimpse into the agency culture you aim to cultivate. Making it clear that employees aren’t just resources, but invaluable assets will set your agency apart.

ChatGPT Prompt for Talent Acquisition and Retention:

“Provide strategies for talent acquisition and retention for a digital marketing agency aiming to establish itself as an industry leader in 2024. Include methods for recruitment, training programs, and creating a nurturing agency culture.”

Wrapping Up

If you are looking for a bulletproof, step-by-step business plan template for your digital marketing agency growth , we are sorry to disappoint. The reason why this article does not fit that description is that such a template does not exist.

We aimed to provide the most important things to keep in mind when coming up with a digital marketing agency business plan for 2024. 

The rest will be up to you.

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Digital Marketing Business Plan

Back in the 1990s, many businesses opened. Some boomed, while others remained small. As you look into the timeline, the game has been continuously changing. Because of the continuous technological advancements, startups , and beginners in the business industry have been rewarded with what is right. But starting can remain confusing and frustrating. In business, competition is high. So, what would you do to boost your engagement and network? Local business or small business , unique concepts, and online campaigns are part of the success. Since the internet is now accessible, a digital marketing business plan now seems easier than before. But how do you start? Before we begin exploring the steps in creating a marketing plan , take your time to look at the following examples and check how to start.

5+ Digital Marketing Business Plan Examples

1. digital marketing business plan.

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2. YouTube Marketing Business Plan

3. Digital Marketing Business Plan for Investors

Size: 11 MB

4. Digital Marketing Agency Business Plan

5. Digital Media Company Business Plan

Size: 554 KB

6. Digital Marketing Business Plan Example

What is a Digital Marketing Business Plan?

We have to accept the fact that technology is now part of our daily lives. That means that people can expect a digitized environment to go around more often. Even if traditional marketing still gets praised, the digital marketing process provides convenience to every business sector in the industry. This is why a digital marketing plan is so useful. It is a required method or tool to achieve the brand the company is aiming for. It serves as a guide for the organization to work hard daily. Here, smart marketing results in great success. Entrepreneurs know that great marketing comes with an excellent plan .

Annual Marketing Budget: What to Expect

Since every business now considers digital creative marketing, the cost is expected to rise. According to a data analysis released by HospitalityNet, product marketing costs 66% of the company’s total budget . It is of greater cost. This means that a product marketing plan takes more than just a deliberate effort in labor. If you want success in engagement and network, you have to remember that it doesn’t happen right away. It needs an accurate plan and discussion. That is why you need to expect it to be a high-level overwhelming. But if you consider looking at the following steps, then you can create a comprehensive plan . Read on. 

How To Create a Digital Marketing Business Plan

As you start constructing a startup business plan , remember, it doesn’t need to be complicated. All you have to do is to remember these five easy steps below. Now, continue reading and complete the process just in time of launching your business.

1. Establish a Brand

The digital world revolves mainly on plagiarized ideas and concepts. But you should avoid that. So, for you to get more engagement, you have to establish a more transparent brand. Begin by defining it. Then, determine the ups and downs that you should expect. What are your competitor’s weaknesses? It is an essential step to make your business stand out. Brand strategy is one of the factors to get the business moving. So, envelope this work plan with full commitment together with your team.

2. Define Your Target Market

There are many successful branding tips . Part of that is involving your target marketing all along. So, how can you start with this? Make sure that before you start with good content marketing , you know who your audiences are. Here, you have to collect persona information. Pen down the gender, age, location, hobbies, income status, and jobs. This section depends on what you need to gather to start with your target campaign.

3. Create a Long-Term Goal

Don’t settle on plans alone. Motivate the team by establishing a long-term company goal . What do you expect to achieve in the next few months? What do you expect the company to look like in the future? When setting corporate goals for a better business marketing plan, it should help you in tracking your progress. Make it specific, time-bounded, and relevant. Generally, you need to get measurable and achievable goals, or commonly known as smart goals.

4. Decide on a Digital Marketing Method

At this point, you already have a layout of the information that you need. Now, part of effective planning is to pick an appropriate method for your content. Choose a channel where you think will boost your engagement. This includes influencer marketing, email marketing , content marketing, social media marketing , and pay-per-click advertising. Make sure to use where your audience usually stays. Now, select a channel and communicate with your target audience.

5. Prepare a Budget

Since you have a plan for your business, complete it with a marketing budget . Prepare a breakdown of expenses, including the methods of use, campaign advertisements, and instances of repetitive failure. It happens. That is why your budget plays a vital role in supporting your goals. So, set boundaries and limitations. Here, setting a budget helps you track how much you can give.

How much do marketing agencies gain?

The amount varies on the marketing agencies’ charges. But every month, it typically reaches $7,500 and could grow up to $25,000.

Is the digital marketing position a high earner skill?

SEO marketing is a top-notch skill that is in demand today. But skills assessment can vary. It is a matter of resources and knowledge. Because SEO marketers can rank a business at the top, it is considered to be among the highest-paid positions.

Is digital marketing effective?

Because most people are online these days, it helps businesses to be known. Companies can easily distribute online questionnaires and surveys for better communication. Thus, it increases engagement and response.

Market research helps in the improvement of your plan. As you develop this skill to nurture your goals, it should come along with comprehensive decision plans. Whenever you are in doubt, think of the future of the company. Is it worth letting go? Perhaps, you should think about your investments first. That is why we help you to create your plan. By following the tips above, you do not have to worry. Prepare your document , make progress today, track your performance, and make the adjustments.

Text prompt

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Create a study plan for final exams in high school

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Free PDF Business Plan Templates and Samples

By Joe Weller | September 9, 2020

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We’ve gathered the most useful collection of business plan PDF templates and samples, including options for organizations of any size and type.

On this page, you’ll find free PDF templates for a simple business plan , small business plan , startup business plan , and more.

Simple Business Plan PDF Templates

These simple business plan PDF templates are ready to use and customizable to fit the needs of any organization.

Simple Business Plan Template PDF

This template contains a traditional business plan layout to help you map out each aspect, from a company overview to sales projections and a marketing strategy. This template includes a table of contents, as well as space for financing details that startups looking for funding may need to provide. 

Download Simple Business Plan Template - PDF

Lean Business Plan Template PDF

This scannable business plan template allows you to easily identify the most important elements of your plan. Use this template to outline key details pertaining to your business and industry, product or service offerings, target customer segments (and channels to reach them), and to identify sources of revenue. There is also space to include key performance metrics and a timeline of activities. 

Download Lean Business Plan Template - PDF

Simple 30-60-90 Day Business Plan Template PDF

This template is designed to help you develop and implement a 90-day business plan by breaking it down into manageable chunks of time. Use the space provided to detail your main goals and deliverables for each timeframe, and then add the steps necessary to achieve your objectives. Assign task ownership and enter deadlines to ensure your plan stays on track every step of the way.

Download Simple 30-60-90 Day Business Plan Template

PDF | Smartsheet

One-Page Business Plan PDF Templates

The following single page business plan templates are designed to help you download your key ideas on paper, and can be used to create a pitch document to gain buy-in from partners, investors, and stakeholders.

One-Page Business Plan Template PDF

Use this one-page template to summarize each aspect of your business concept in a clear and concise manner. Define the who, what, why, and how of your idea, and use the space at the bottom to create a SWOT analysis (strengths, weaknesses, opportunities, and threats) for your business. 

Download One-Page Business Plan Template

If you’re looking for a specific type of analysis, check out our collection of SWOT templates .

One-Page Lean Business Plan PDF

This one-page business plan template employs the Lean management concept, and encourages you to focus on the key assumptions of your business idea. A Lean plan is not stagnant, so update it as goals and objectives change — the visual timeline at the bottom is ideal for detailing milestones. 

Download One-Page Lean Business Plan Template - PDF

One-Page 30-60-90 Day Business Plan Template

Use this business plan template to identify main goals and outline the necessary activities to achieve those goals in 30, 60, and 90-day increments. Easily customize this template to fit your needs while you track the status of each task and goal to keep your business plan on target. 

Download One-Page 30-60-90 Day Business Plan Template

For additional single page plans, including an example of a one-page business plan , visit " One-Page Business Plan Templates with a Quick How-To Guide ."

Small Business Plan PDF Templates

These business plan templates are useful for small businesses that want to map out a way to meet organizational objectives, including how to structure, operate, and expand their business.

Simple Small Business Plan Template PDF

A small business can use this template to outline each critical component of a business plan. There is space to provide details about product or service offerings, target audience, customer reach strategy, competitive advantage, and more. Plus, there is space at the bottom of the document to include a SWOT analysis. Once complete, you can use the template as a basis to build out a more elaborate plan. 

Download Simple Small Business Plan Template

Fill-In-the-Blank Small Business Plan Template PDF

This fill-in-the-blank template walks you through each section of a business plan. Build upon the fill-in-the-blank content provided in each section to add information about your company, business idea, market analysis, implementation plan, timeline of milestones, and much more.

Download Fill-In-the-Blank Small Business Plan Template - PDF

One-Page Small Business Plan Template PDF

Use this one-page template to create a scannable business plan that highlights the most essential parts of your organization’s strategy. Provide your business overview and management team details at the top, and then outline the target market, market size, competitive offerings, key objectives and success metrics, financial plan, and more.

Download One-Page Business Plan for Small Business - PDF

Startup Business Plan PDF Templates

Startups can use these business plan templates to check the feasibility of their idea, and articulate their vision to potential investors.

Startup Business Plan Template

Use this business plan template to organize and prepare each essential component of your startup plan. Outline key details relevant to your concept and organization, including your mission and vision statement, product or services offered, pricing structure, marketing strategy, financial plan, and more.

‌Download Startup Business Plan Template

Sample 30-60-90 Day Business Plan for Startup

Startups can use this sample 30-60-90 day plan to establish main goals and deliverables spanning a 90-day period. Customize the sample goals, deliverables, and activities provided on this template according to the needs of your business. Then, assign task owners and set due dates to help ensure your 90-day plan stays on track.

‌Download Sample 30-60-90 Day Business Plan for Startup Template 

For additional resources to create your plan, visit “ Free Startup Business Plan Templates and Examples .”

Nonprofit Business Plan PDF Templates

Use these business plan PDF templates to outline your organization’s mission, your plan to make a positive impact in your community, and the steps you will take to achieve your nonprofit’s goals.

Nonprofit Business Plan Template PDF

Use this customizable PDF template to develop a plan that details your organization’s purpose, objectives, and strategy. This template features a table of contents, with room to include your nonprofit’s mission and vision, key team and board members, program offerings, a market and industry analysis, promotional plan, financial plan, and more. This template also contains a visual timeline to display historic and future milestones.

Download Nonprofit Business Plan Template - PDF

One-Page Business Plan for Nonprofit Organization PDF 

This one-page plan serves as a good starting point for established and startup nonprofit organizations to jot down their fundamental goals and objectives. This template contains all the essential aspects of a business plan in a concise and scannable format, including the organizational overview, purpose, promotional plan, key objectives and success metrics, fundraising goals, and more.

Download One-Page Business Plan for Nonprofit Organization Template - PDF

Fill-In-the-Blank Business Plan PDF Templates

Use these fill-in-the-blank templates as a foundation for creating a comprehensive roadmap that aligns your business strategy with your marketing, sales, and financial goals.

Simple Fill-In-the-Blank Business Plan PDF

The fill-in-the-blank template contains all the vital parts of a business plan, with sample content that you can customize to fit your needs. There is room to include an executive summary, business description, market analysis, marketing plan, operations plan, financial statements, and more. 

Download Simple Fill-In-the-Blank Business Plan Template - PDF

Lean Fill-In-the-Blank Business Plan PDF

This business plan is designed with a Lean approach that encourages you to clarify and communicate your business idea in a clear and concise manner. This single page fill-in-the-blank template includes space to provide details about your management team, the problem you're solving, the solution, target customers, cost structure, and revenue streams. Use the timeline at the bottom to produce a visual illustration of key milestones. 

Download Fill-In-the-Blank Lean Business Plan Template - PDF

For additional resources, take a look at " Free Fill-In-the-Blank Business Plan Templates ."

Sample Business Plan PDF Templates

These sample business plan PDF templates can help you to develop an organized, thorough, and professional business plan.

Business Plan Sample 

This business plan example demonstrates a plan for a fictional food truck company. The sample includes all of the elements in a traditional business plan, which makes it a useful starting point for developing a plan specific to your business needs.

Download Basic Business Plan Sample - PDF

Sample Business Plan Outline Template

Use this sample outline as a starting point for your business plan. Shorten or expand the outline depending on your organization’s needs, and use it to develop a table of contents for your finalized plan.

Download Sample Business Plan Outline Template - PDF

Sample Business Financial Plan Template

Use this sample template to develop the financial portion of your business plan. The template provides space to include a financial overview, key assumptions, financial indicators, and business ratios. Complete the break-even analysis and add your financial statements to help prove the viability of your organization’s business plan.

Download Business Financial Plan Template

PDF  | Smartsheet

For more free, downloadable templates for all aspects of your business, check out “ Free Business Templates for Organizations of All Sizes .”

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For those of you who are business owners, then you should know just how important it is that you are able to take advantage of what modern technology is able to provide. People nowadays do most of their shopping online and a lot of businesses are capitalizing on that by advertising themselves on the internet.You may also see Plan Templates .

• Business Plan Samples
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1. Know Who Your Target Audience Is

2. know your numbers.

• How many clients are you doing business with at the moment?
• Is there a specific amount that you would like to be able to attract?
• What are the methods you are conducting that helps you retain your current clients?
• How much money does it take for you to retain these clients?
• Do you have any outside partners? If so, then how much are you paying them?
• What kind of growth rate are you expecting out of your business?
• What are the prices of the products and services that your business is willing to provide to its customers?
• Are you going to take on a loan? If so, how much?
• What is your employee turnover rate?

3. Be Realistic With Your Goals and Your Actions

4. come up with an action plan, more in plan templates.

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Digital marketing plan workbook

Define an effective digital marketing plan using the race planning framework, how will the digital marketing plan workbook help me and my business.

It can be difficult to know where to start when creating or updating your digital strategy.  Our workbook gives you a tried-and-tested structure based on the Smart Insights RACE Planning Framework to help you create an effective integrated digital marketing strategy.

Our digital plan workbook is designed to help you define a digital marketing strategy as quickly as practical through completing a series of blank Word templates.

If you're looking to present your audit and strategy recommendations to colleagues or clients, see our Digital marketing strategy PowerPoint template .

The template tools in the workbook are tables and charts designed for quick analysis and summary of your current use of digital marketing and future digital strategies to improve the contribution of digital marketing in the future.

We have selected 5 core templates that are essential for a plan in a business of any size. For a more detailed strategic analysis and definition for larger businesses, other optional templates are available.

Who is this guide for?

This template is for anyone who needs to create or update a digital marketing plan, including:

• Company owners and directors or heads of marketing or digital
• CMOs, marketing managers and digital marketing managers
• Consultants or agency account managers

To help create your strategy, use the examples in our companion PowerPoint template which cover business-to-consumer (B2C) and business-to-business (B2B) sectors. Plus our template library also contains downloadable Word examples from specific sectors such as consumer brands, financial services, healthcare/pharma, retail e-commerce and travel.

Latest updates

The workbook has been updated in 2023 to include further advice on how to complete each template, better cross-referencing with relevant resources and updated branding.

How is the digital plan workbook structured?

This workbook will guide you through our three-step OSA (Opportunity, Strategy, Action) process to create and implement a digital marketing strategy.

If you’re short on time there are five essential templates to complete, including a one-page summary, with more detailed templates for each part of RACE Planning – which is broken down into 25 key digital marketing activities, one for each part of RACE.

Step 1. Define Opportunity

First, the templates help you review the opportunities available in the digital marketplace by reviewing customer and competitor use of digital technology as well as Paid-Owned-Earned media. You will then summarize the opportunities and corresponding strategies in a TOWS matrix and review the current digital marketing capabilities of the business.

A template then enables you to define SMART objectives based on your analytics and market insights to form a digital dashboard that will be reviewed at the action stage.

Step 2. Create Strategy

The strategy defines which digital marketing activities you will prioritize to compete. It summarizes where you will focus your resources and investment to hit your targets.

Key strategic analysis tools to create and summarize your strategy in the template include:

• Digital vision summary
• Strategic digital initiative summary aligning objectives with strategies
• Strategy formulation and prioritization matrix

Step 3. Take Action

Managing tasks to implement your strategies. Key planning and review tools include:

• Strategic digital initiative roadmap
• Template for defining Smart Insights RACE Planning activities

Resource Details

• Author: Dr. Dave Chaffey of Smart Insights
• Format: Editable Word document for you to amend for your business or your clients

Recommend resources: 

• RACE Practical Digital Strategy Learning Path – Discover our interactive Learning path aimed at enabling you to implement digital marketing practices effectively within your organization by planning, managing and optimizing your digital media, digital experiences and digital data.
• Powerpoint digital marketing plan template – an alternative template if you need to present your strategy to colleagues or clients in PowerPoint. Includes visuals and infographics to improve the credibility of your presentation.
• Example digital marketing plan  – download a worked example of applying the strategy tools for a B2C company.

About the author

Dr. Dave Chaffey

Access this resource now

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Digital marketing strategy and planning Toolkit

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Free digital marketing plan template

Part of the Digital marketing strategy and planning Toolkit

Digital marketing strategy guide

Digital marketing plan example, digital marketing e-learning course, digital marketing planning spreadsheet, digital marketing strategy audit/health check, powerpoint digital marketing strategy planning template, competitor benchmarking guide and template, 2024 online marketing adoption statistics compilation, 2024 online marketing benchmarks statistics compilation, 90-day planning templates for implementing marketing and digital marketing plans.

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