About the marketing strategy templates
A successful marketing strategy requires meaningful insight and a real understanding of who you are trying to reach. Establishing your marketing strategy ensures that the launches, campaigns, and activities you undertake will yield the best possible results.
Use this collection of templates to capture details about your goals, market, target audience, and where your offering stands relative to competitors. Assess market opportunities, identify potential risks and challenges, and define both short- and long-term approaches for meeting your objectives.
Markets will shift and your industry will evolve. So revisit these templates each planning period to add fresh data and re-evaluate your strategy.
Best practices
Use this collection of templates to create a winning marketing strategy.
Provide strategic context Write an executive summary to distill the key elements of your marketing strategy. Then use the goals template to state the objectives you plan to achieve, adding success metrics and key results to set clear targets.
Know your market Identify your target audience, providing clarity around who you are trying to reach and what they need. Provide an overview of your competitors to help the team create stronger marketing campaigns that set you apart.
Understand your position Conduct a SWOT analysis to ensure that your overall strategy leverages your strengths and addresses weaknesses — so you can seize market opportunities and mitigate any threats. Articulate how you will position your company for success, focusing on your unique value proposition and how you want to be known.
Get planning Visualize the marketing activities that will help you deliver against your strategy. Schedule product launches, campaigns, content, and other important events on a calendar so everyone is clear on what needs to be happen and when.
FAQs about the marketing strategy template
How does this marketing strategy template support strategic planning?
The template combines structured layouts for core strategy components in one interactive space. This makes it easier to develop and refine your thinking without switching tools or losing context.
How can this template support alignment across product, marketing, and go-to-market teams?
Strategy often fragments when each team works from different documents. This template brings everyone into the same workspace — making goals, research, and messaging visible to all. It helps cross-functional teams coordinate early, reduce rework, and build plans that reflect shared priorities.
Who is the marketing strategy template for?
Marketing strategists, product marketers, and cross-functional collaborators — especially those involved in go-to-market work or annual planning. It is also useful for teams looking to align around shared goals and messaging.
Is this template free to use?
Yes. To use this marketing strategy template, sign up for a free 30-day trial of Aha! Whiteboards. (You can also try this template in Aha! Roadmaps if you need a complete product management solution.) Easily customize the template to suit your needs, then share it with as many people as you want (for free) to streamline collaboration.
