Planning templates
Practical templates designed to work alongside the guides. Download, fill in, and keep.
All templates
5 templates
Planning templates for growing businesses
Customer Journey
Customer Journey Planning Template
A practical 7-page planning template covering every stage of the customer journey mapping process, from building personas through to identifying gaps and assigning team ownership. Designed to use alongside the How to Plan Your Customer Journey guide.
What's included
Persona planner
Journey stage mapper
Touchpoint planner
Data collection guide
Gap analysis worksheet
Team ownership planner
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PDF · 7 pages · Free
Audience and Segmentation
Audience Segmentation Planner
A 7-page planning template for mapping and managing your audience segments. Covers segment identification, data requirements, communication planning, and a segment review tracker. Designed to use alongside the Know Your Audience guide.
What's included
Segment identifier
Data requirements map
Communication planner
Segment review tracker
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PDF · 7 pages · Free
CRM and Data
CRM Data Planning Template
A 9-page planning template for setting up your CRM data structure properly from the start. Covers contact data fields, data structure decisions, trigger data mapping, and a data cleanliness checklist. Designed to use alongside the Building Your CRM Right guide.
What's included
Contact data field planner
Data structure guide
Trigger data mapper
Data cleanliness checklist
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PDF · 9 pages · Free
Audience and Segmentation
Re-engagement Campaign Planner
A planning template for winning back lapsed customers and cold leads. Covers the two re-engagement groups, campaign strategy for each, messaging and offer planning, and a list hygiene checklist. Designed to use alongside the Re-engagement Strategies guide.
What's included
Re-engagement group identifier
Campaign strategy planner
Messaging and offer planner
List hygiene checklist
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PDF · 7 pages · Free
Marketing Metrics
Marketing Metrics Planning Template
An 8-page planning template covering performance metrics, health metrics, activity tracking, and a monthly review framework. Designed to use alongside the Why Marketing Metrics Matter guide.
What's included
Performance metrics tracker
Health metrics dashboard
Activity log
Monthly review framework
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PDF · 8 pages · Free
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Our guides cover how to use each of these templates effectively, from planning your customer journey to setting up your CRM the right way.