Free Excel Spreadsheet Templates That Make Marketing Easier 1. Use this editorial calendar template as the starting point for keeping track of all of your business' content. Designed to make the process of managing your SEO efforts a whole lot easier, marketers can use this template to guide their strategy step-by-step or pass it off to their webmaster to serve as a helpful guide. A Social Media Content Calendar Since you’re probably generating tons of clicks from your Google Ads campaigns and writing awesome content thanks to your blogging editorial calendar, you're going to need some help figuring out how to spread the love on social. In an effort to better align your sales and marketing teams, turn to this template for creating a service-level agreement (SLA). With this customizable SLA template in your toolbox, you'll have the information you need to reduce tension, define a concrete monthly lead generation goal, track and measure the success of specific lead generation channels, and keep close tabs on your current sales close rates. A Leads and Traffic Goal Calculator You have to set a leads goal, but you don't know where to start. Your Monthly Marketing Metrics Is there a feeling sweeter than hitting all of your goals for the month? Excel spreadsheets can be used to prepare comprehensive reports of your marketing metrics to send off to your boss -- and there's no need to work from scratch. How do you use Excel to streamline your marketing?
Many of us can recall a time in high school when we were sitting in math class and thinking, “When am I ever going to use this stuff in the real world?”
And then we suddenly find ourselves in the real world, only to realize that numbers actually do play a pivotal role in what we do — especially in digital marketing.
The trouble is, many marketers are right-brained, meaning Excel spreadsheets riddled with numbers and formulas aren’t all that inviting. Making them from scratch can be especially intimidating.
While we won’t argue with that, we will say that the advantages of leveraging Excel’s functionality to organize information and streamline tasks are unparalleled. To help those of you looking for a way to sharpen your skills, we’ve put together a detailed list of ways you can start using Excel to simplify your marketing tasks. Complete with templates, these suggestions will have you making strides in no time. Know what’s even better? You can download this full collection of Excel templates in one fell swoop.
Free Excel Spreadsheet Templates That Make Marketing Easier
1. A Marketing Budget Template
While marketing budgets vary from business to business, the need for structure and a clear sense of alignment between your goals and your spending is critical across the board. To ensure you’re always prepared for unanticipated costs, it’s important that you’re not only allocating your budget thoughtfully and properly, but that you’re also keeping tabs on how closely you’re sticking to your projected expenses.
If you want to avoid a mess at the end of the month or quarter, take a look at this collection of 8 marketing budget templates, designed to help you organize your marketing spend better. From product marketing, to website redesign, to content marketing, to events, these templates serve as a guide for marketers to visualize and track their expenses to avoid overspending.
The collection also contains a master marketing budget template that’ll help you generate a high-level visualization of your marketing budget on both a month-by-month and quarterly basis.
2. Social Media Posting Schedule
You might already use a social media scheduler to manage and publish your posts every week, but you still need a place to draft your social copy and decide which posts will go to which social networks.
And because most social media schedulers allow you to upload social post copy in bulk, from a spreadsheet, it behooves you to have an Excel template designed for this purpose. With that in mind, we created the Excel template shown above.
This social media posting schedule allows you to draft each social post, the date/time it is to be posted, the message you want to publish, and any link you want to accompany your message (that link could be a blog post, registration page, an ebook landing page, you name it).
Once you’ve drafted all of your social posts for the week, month, or quarter, you can sort them by social network and upload your Excel file into your social media platform of choice.
3. A Blog Editorial Calendar
Blogging plays a significant role in your ability to attract visitors and leads to your website. But managing a blog is one of those responsibilities that’s easier said than done.
Whether you’re struggling with ideation, consistency, or simply just lacking organization, an editorial calendar can often serve as the solution you need to refocus your blogging efforts and generate even more traffic and leads from your content. Visualize the blog posts you plan to publish in a given week or month makes it easier to define overarching themes, keep track of ideas, manage contributions, and prioritize strategic distribution.
Use this editorial calendar template as the starting point for keeping track of all of your business’ content. It’ll help you be more mindful of topic selection, buyer personas, keyword inclusions, and CTA alignment.
4. A SMART Goal Matrix
Whether you’re planning for a new year, quarter, or month, defining a clear set of goals is critical for driving the direction of your marketing efforts and priorities.
Do you need help not only setting marketing objectives, but actually achieving them? Start with these SMART goal planning templates. Rooted in specificity, measurability, attainability, relevancy, and timeliness, these templates will help you set your team…
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