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How To Setup A Marketing Calendar For 2020/2021 - FREE Template For Content, Social Media & More! - YouTube
Channel: Hiilite
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Hey guys it's Adrienne, I am a senior
marketing manager here at Hiilite and
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today I'm gonna talk to you about how to
set up a marketing calendar for not only
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your digital marketing but your entire
annual marketing strategy.
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The first thing we're going to do is
we have a template that we've developed
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super easy, super simple tool, I'm gonna
walk you through how to set it up and
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how you can apply this to your marketing
strategy to help you plan all of your
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tactics and measure your results over
the year. Okay so I've got our template
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open here and it is built into a
Microsoft Excel spreadsheet. I'm gonna
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give you guys the link to where you can
go to download this template for
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yourself, but first I'm just gonna give
you a quick overview of the different
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components and how you can use this for
planning your annual marketing. The
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first tab is basically just an overview
of your entire year, so you have the
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first column to break up your activities.
Depending on what tactics you're
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using you can outline your pay-per-click
campaigns Adwords, Facebook your social
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media if you're doing any video or
photography blogging newsletters
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essentially whatever it is that you need
as far as to your marketing tactics you
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can list them here and then we basically
have the weeks of the year laid out.
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This is a really great way for you to
see in one snapshot kind of what
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different activities are happening and
how they're overlapping. It's great to
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make sure your campaign messaging is
matched up, for example, if you know
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you're going to be doing a Facebook
campaign at the same time as your blog
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and your newsletter you might want to
make sure that your content for those
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things are aligned. So yeah this
basically just takes you have the whole
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year to break down your different
activities and give you a really good
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overview of everything so basically you
can just go through and mark
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you know, say the first, the second and
third week of January of course this
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will probably be longer but you can go
through and fill this out. The next tab
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is your budget and so as you can see
that's kind of color-coded down here and
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we've broken it into quarters you can
make the quarters to whatever it is for
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your business, whatever your fiscal year
is. For ease of starting off we've broken
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it into four quarters basically you have
the first quarter January through March
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second quarter April through June 3rd
quarter July through September so on and
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so this isn't an opportunity for you to
include your budget for the year so what
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is your quarterly budget for the
different activities that you will be
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undertaking for your marketing for the
year? So you can go ahead and fill that
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out and then it's also really great to
keep track you can fill out your budget
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here and then you could go ahead and
fill out your actuals as the year
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progressed and see if your annual total
is adding up to what you had budgeted. If
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you're over or below budget. Okay so the
next tab is your your goal. Basically
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your overall annual strategy overview so
you're gonna want to list out what are
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your objectives so is it going to be a
you know '25% increase in revenue' is it
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going to be an additional you know you
want to 'land three minimum five figure
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clients' or whatever that looks like for
you whatever it can be list your
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objectives for the year. These are your
goals for the year then in your metrics
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you're going to want to say okay how am
I going to measure my progress towards
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these results? So obviously like what am
I going to use to measure increases in
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revenue well it's going to be annual or
monthly revenue numbers and so on so you
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want to think about this is this is your
overview for the entire year. What
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targets are you going to market? What
platforms are you going to go after? This
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is basically your audience, your
user profiles and we talked about that
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in some of our other videos so defining who your
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primary, secondary audiences are what
platforms you're gonna reach them on and
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where are they located so your
geo-targeting. Once you have this, you're
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in a really good position to say like
okay now that we know what we want to
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achieve for the year how are we gonna
break that down into quarterly campaigns
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that are going to move us towards this
overall goal and you can start with your
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q1 so it's similar idea but rather than
the year you're gonna look at
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'what are our objectives for quarter one'
'how are we gonna measure them' 'who are we
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targeting' 'what platforms are we using'
there's a few other additional items you
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can include in here again this is a
template you can build it out to what
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works for you. You could talk about not only where
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you're targeting who but who are your
main competitors what's the tone and
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messaging of your campaign for this
quarter what activities are you gonna
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undertake. So once you've filled out your strategy
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for the quarter each tab following can
break down the actual month by month
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activities that you're going to
undertake so you have your note section
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here you can actually detail each
activity for your campaigns in these
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weeks you have a full calendar view to
be able to see the days of the week and
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you can also fill in different items
here so maybe it's launch campaign
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but this allows you to coordinate the
activities of your team so that you can
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actually define everything that's gonna
need to happen month by month so that
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you know what's being done and who's
doing what makes it easy for everyone to
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collaborate on your marketing activities
together so that's what you're gonna do
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you're gonna go through and fill out the
next quarter month by month. Super-easy
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and again it's a template so you can
modify it to your needs if you'd like. So
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for example in q3 you know we actually
broke down even more detail as to what
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we wanted to achieve on social media
paid platforms or email marketing it is
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a spreadsheet so you can go ahead and
make this work for your business or your
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company and this is how we were able to
coordinate with the team and see
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timelines when activities we're going to
be undertaken and so forth. So yeah I
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hope you guys find this useful it's a
really great way to keep track of
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everything that's happening for you
throughout the year keep you focused on
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your main goals and moving towards the
targets that you want to achieve. The
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thing I really like about this template
as well is that I you don't need to
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rebuild it every single year in fact if
you just go up to the first one here and
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for the next year you can copy your
document update the date and it will
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automatically update this calendar for
you and make sure that you're into the
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next calendar yea. So super easy to use
it's my favorite template that I've come
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across and I've made some adjustments to
it that work for us at Hiilite as an
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agency and I hope that you guys find it
useful too. If you have any questions
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like I said I will post the link to
where you can download this template
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below and if you have any questions feel
free to reach out leave a comment
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just send me a message on social media
and I'll be happy to clarify anything
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that you might need. So make sure you
subscribe to our channel if you want
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more useful tidbits like this I plan on
creating a few more template based
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videos for you guys with downloads that
go along with them so thanks and I hope
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you enjoyed this video.
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