Totally Free Microsoft Excel Templates That Make Marketing Easier

Many people can recall a time in highschool once we have been sitting in math class and considering, “When am I ever going to make use of these items in the true world?”

After which we abruptly discover ourselves in the true world, solely to understand that numbers really do play a pivotal position in what we do — particularly in digital advertising.

→ Download 9 Excel Templates for Marketers [Free Kit]

The difficulty is, many entrepreneurs are right-brained, which means Excel spreadsheets riddled with numbers and formulation aren’t all that inviting. Making them from scratch will be particularly intimidating.

Whereas we can’t argue with that, we’ll say that some great benefits of leveraging Excel’s performance to prepare info and streamline duties are unparalleled. To assist these of you searching for a strategy to sharpen your expertise, we have put collectively an in depth record of how you can begin utilizing Excel to simplify your advertising duties. Full with templates, these strategies could have you making strides very quickly. Know what’s even higher? You’ll be able to download this full collection of Excel templates in a single fell swoop.

1. Marketing Budget Template

marketing budget template in excel showing monthly spend

Whereas advertising budgets range from enterprise to enterprise, the necessity for construction and a transparent sense of alignment between your objectives and your spending is essential throughout the board. To make sure you’re at all times ready for unanticipated prices, it is essential that you simply’re not solely allocating your finances thoughtfully and correctly, however that you simply’re additionally conserving tabs on how intently you are sticking to your projected bills.

If you wish to keep away from a large number on the finish of the month or quarter, take a look at this collection of 8 marketing budget templates, designed that will help you arrange your advertising spend higher. From product advertising, to web site redesign, to content material advertising, to occasions, these templates function a information for entrepreneurs to visualise and monitor their bills to keep away from overspending.

The gathering additionally accommodates a grasp advertising finances template that’ll enable you to generate a high-level visualization of your advertising finances on each a month-by-month and quarterly foundation.

2. Social Media Posting Schedule

social media posting schedule in excel with days and times of the week

You may already use a social media scheduler to handle and publish your posts each week, however you continue to want a spot to draft your social copy and determine which posts will go to which social networks.

And since most social media schedulers let you add social put up copy in bulk, from a spreadsheet, it behooves you to have an Excel template designed for this objective. With that in thoughts, we created the Excel template proven above.

This social media posting schedule permits you to draft every social put up, the date/time it’s to be posted, the message you need to publish, and any hyperlink you need to accompany your message (that hyperlink might be a weblog put up, registration web page, an e-book touchdown web page, you title it).

As soon as you’ve got drafted your entire social posts for the week, month, or quarter, you may kind them by social community and add your Excel file into your social media platform of alternative.

3. Marketing Dashboard for Excel

marketing dashboard with performance metrics and colorful bar and line graphs

There is not any scarcity of knowledge to watch in relation to advertising, and if it feels such as you’re getting too far within the weeds or lacking essential particulars when it will get too granular, a advertising dashboard will help.

This specific device permits you to enter metrics by marketing campaign, which is able to auto-populate visible and easy-to-read charts. Because of this, you’ll visualize the effectiveness of spending and exercise throughout a number of initiatives.

4. Blog Editorial Calendar

blog editorial calendar in excel for topic planning

Running a blog performs a major position in your means to draw guests and results in your web site. However managing a weblog is a type of obligations that is simpler mentioned than carried out.

Whether or not you are battling ideation, consistency, or just simply missing group, an editorial calendar can usually function the answer it is advisable to refocus your running a blog efforts and generate much more site visitors and leads out of your content material. Visualize the weblog posts you propose to publish in a given week or month makes it simpler to outline overarching themes, hold monitor of concepts, handle contributions, and prioritize strategic distribution.

Use this editorial calendar template as the start line for conserving monitor of your entire enterprise’ content material. It will enable you to be extra aware of subject choice, purchaser personas, key phrase inclusions, and CTA alignment.

5. Monthly Marketing Reporting Template

monthly marketing metrics template in excel that includes rows for direct traffic, email marketing, and other channels to calculate month over month growth

Is there a sense sweeter than hitting your entire objectives for the month? How about speaking your success to your boss? Excel spreadsheets can be utilized to arrange complete studies of your advertising metrics to ship off to your boss — and there is not any have to work from scratch. (In spite of everything, you’ve got already so labored laborious this month.)

To simplify your reporting, check out these monthly marketing metrics templates (and the corresponding PowerPoint template). Every, month, you may replace them rapidly and simply to mirror your month-to-month visits, leads, clients, and conversion charges. From there, you may have all the things it is advisable to precisely monitor and report on which channels are performing greatest. Each boss likes to see ROI, so you may’t go flawed with these templates.

6. eCommerce Planning Kit

ecommerce planning kit with tables, pie charts, and line graphs

eCommerce shops include loads of shifting elements, so planning forward can prevent time and heartache later.

This equipment features a advertising plan that guides you thru market analysis, goal market, channels and distributors, and extra. As soon as your eCommerce retailer is stay and operating, you should use the conversion template to trace efficiency throughout distributors and platforms the place merchandise are listed to offer you a holistic view of your efforts.

7. SMART Goal Matrix

smart marketing goals template in excel that includes slots for time period and numerical metric

Whether or not you are planning for a brand new yr, quarter, or month, defining a transparent set of objectives is essential for driving the path of your advertising efforts and priorities.

Do you want assist not solely setting advertising goals, however really attaining them? Begin with these SMART goal planning templates. Rooted in specificity, measurability, attainability, relevancy, and timeliness, these templates will enable you to set your workforce up for fulfillment whereas offering you with a device for figuring out your best advertising wants.

8. On-Page SEO Template

on-page seo template in excel with URL, social media details, and calls to action

In relation to search engine optimisation, there’s rather a lot for entrepreneurs to recollect with a view to see outcomes. (Put one other means, there’s rather a lot for entrepreneurs to neglect.) With engines like google evolving and algorithm modifications turning your current technique on its head now and again, it may be straightforward to really feel overwhelmed and push off revamping your search engine optimisation technique. Nevertheless, search engine optimisation ought to by no means be handled like an afterthought.

If you happen to’re searching for the sunshine on the finish of the tunnel, pull up this handy SEO template created in Excel. Designed to make the method of managing your search engine optimisation efforts an entire lot simpler, entrepreneurs can use this template to information their technique step-by-step or cross it off to their webmaster to function a useful information. It focuses on not key phrases and search engine optimisation greatest practices whereas offering suggestions and methods to determine nuances and enhance productiveness.

9. Google Ads Campaign Tracker

google ads campaign tracker in excel that includes ad variations and formats

If you happen to’re doing all your Google Advertisements campaigns proper, they in all probability aren’t precisely walks within the park. That is as a result of to get essentially the most bang in your buck, you’ve got arrange a number of campaigns with a number of advert teams and have variations of your campaigns — all with completely different content material. Not solely that, you are (hopefully) additionally conserving monitor of these campaigns to find out which of them to close off, add extra money to, or tweak.

Appears like rather a lot to maintain monitor of, proper? However take a deep breath. This Google Ads tracking template can hold you on prime of your Google Advertisements recreation. It will enable you to catch errors and implement greatest practices throughout all of the completely different campaigns and advert teams you are operating — for the highest, center, and backside of the funnel. To not point out, it is an ideal complement to that search engine optimisation template you’ve got began utilizing.

10. Social Media Content Calendar

social media content calendar in excel with color coding for type and slots for each day

Because you’re in all probability producing tons of clicks out of your Google Advertisements campaigns and writing superior content material because of your running a blog editorial calendar, you are going to want some assist determining easy methods to unfold the love on social. We have simply the factor.

The social media calendar template is the right useful resource for serving to you scale and streamline your social media advertising. Whenever you use Excel to interrupt out separate worksheets for every social community you are utilizing, you’ll hold a repository of content material concepts so that you’re by no means struck by author’s block, and at all times have one thing to put up.

It is also value mentioning that Excel actually is useful in relation to Twitter, because it has the flexibility to rely your characters that will help you write tweets that keep inside the 140 character restrict.

11. Product Launch Plan

product launch plan with a table format laying out product, positioning, analysis, strategy, and more

A well-executed product launch could be a key differentiator for profitable advertising and early adoption, and the best plan may give you readability and objective as you progress ahead and announce the brand new product’s existence to your clients and prospects.

This product launch plan will help you arrange your ideas round aggressive evaluation, positioning, and product technique. It even goes as far as that will help you brainstorm pains, proof factors, and key messaging for campaigns.

12. Lead Scoring & Tracking Template

sla template in excel that shows cumulative goal tracking over the course of a year

It is no secret that gross sales and advertising are recognized to have a reasonably rocky relationship historical past. Gross sales may suppose advertising is not producing sufficient leads, whereas advertising may suppose their gross sales reps aren’t capitalizing on the leads they’re sending over. When it comes right down to it, although, finger-pointing does not develop a enterprise.

In an effort to raised align your gross sales and advertising groups, flip to this template for creating a service-level agreement (SLA). Typically talking, an SLA is a contract that defines the expectations gross sales has for advertising leads (each amount and high quality), in addition to the expectations that advertising has for the way gross sales will act on certified leads.

With this customizable SLA template in your toolbox, you may have the data it is advisable to scale back rigidity, outline a concrete month-to-month lead era purpose, monitor and measure the success of particular lead era channels, and hold shut tabs in your present gross sales shut charges.

13. Leads and Traffic Goal Calculator

leads and traffic goal calculator in excel that includes new revenue and percentage revenue needed to make goal

It’s a must to set a leads purpose, however you do not know the place to begin. Then, when you lastly determine that out, you need to decide how a lot site visitors it is advisable to hit that purpose … however you are unsure what method to take there, both.

Appears like you may use hand calculating your leads and site visitors objectives. Fortunately, there’s an Excel template for that. Somewhat than attempt to type of these numbers by yourself, this template is designed to handle the maths and depart you with a transparent image of what it is advisable to accomplish with a view to obtain your site visitors and leads objectives and make sure the well being of your inbound advertising technique.

14. Essential KPI Tracker

essential kpi tracker template in excel that tracks measurement frequency and grades performance by green, yellow, and red

If you happen to’re a fan of the month-to-month metrics template — merchandise #10 on this record — you may need to seize a replica of this template as effectively. The important KPI tracker, proven above, takes the metrics your advertising workforce has agreed to trace and describes them in additional element.

KPI stands for “key efficiency indicator” — they’re principally your most essential metrics, every with a novel objective and place in your advertising technique. Utilizing this template, you may assign particular staff to every KPI, outline the frequency at which you may monitor every KPI’s efficiency, and assign every KPI a colour that displays the standard of that KPI’s efficiency.

If considered one of your KPIs is natural site visitors, for instance, you may arrange your template such that 100 web page views monthly is pink (poor efficiency), 500 web page views/month is yellow (steady efficiency), and 1000 web page views/month is inexperienced (nice efficiency).

Information is any marketer’s pal, and despite the fact that spreadsheets look like they have been round perpetually, Microsoft Excel has so many capabilities that also make it a tremendous useful resource for displaying, organizing, analyzing, and parsing knowledge. With somewhat little bit of Excel magic, you may streamline your workflow and/or arrive at some a-ha moments from knowledge insights.

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Editor’s be aware: This put up was initially printed in March 2019 and has been up to date for comprehensiveness.

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