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Digital Marketing Agency Business Plan Template

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What you get with this template

A complete business plan.

Text and financials are already filled out and ready for you to update.

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Your plan is formatted the way lenders and investors expect.

Edit to your needs

Download as a Word document and edit your business plan right away.

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Features clear and simple instructions from expert business plan writers.

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Get the most out of your business plan example

Follow these tips to quickly develop a working business plan from this sample.

1. Don't worry about finding an exact match

We have over 550 sample business plan templates . So, make sure the plan is a close match, but don't get hung up on the details.

Your business is unique and will differ from any example or template you come across. So, use this example as a starting point and customize it to your needs.

2. Remember it's just an example

Our sample business plans are examples of what one business owner did. That doesn't make them perfect or require you to cram your business idea to fit the plan structure.

Use the information, financials, and formatting for inspiration. It will speed up and guide the plan writing process.

3. Know why you're writing a business plan

To create a plan that fits your needs , you need to know what you intend to do with it.

Are you planning to use your plan to apply for a loan or pitch to investors? Then it's worth following the format from your chosen sample plan to ensure you cover all necessary information.

But, if you don't plan to share your plan with anyone outside of your business—you likely don't need everything.

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digital marketing agency business plan template free

digital marketing agency business plan template free

How to Write a Digital Marketing Agency Business Plan (with PDF Template)

digital marketing agency business plan template free

SEOptimer now serves over 2,000 digital agencies around the world and through the years we've had the chance to connect with many of our agency customers to understand their early days in starting their agency. This is incredibly interesting to us because it helps us understand where and how they plan to grow so we can help build the features they need in SEOptimer.

This article is the 3rd in our series focused on starting a new digital agency. For some useful prior reading be sure to check out our previous articles:

  • How to Start a Digital Marketing Agency : a comprehensive guide covering typical agency business models, services, hiring, training, new business, day to day management and more!
  • Digital Agency Lean Canvas : a digital agency business model on a single page! The lean canvas is a popular documentation methodology borrowed from the tech startup world.

Don't be dismayed if it feels like there's a lot of other competing digital agencies in your city. This is perfectly normal. Digital marketing services like local SEO, for example, are dominated by small agencies. Search Engine Land reported that over 50% of local SEO agencies have 10 or fewer clients. Forbes Council Member Jon Hall says, this keeps the industry "weird" - aka diverse as its not dominated by a small handful of big agencies.

Agency Business Plan PPTX

The first step in launching a new digital marketing agency is to write a plan. In this guide, we'll cover two of the more traditional ways to define a business plan document with handy downloadable templates:

  • Digital Marketing Agency Business Plan Document (DOCX & PDF) Template
  • Creative Agency Business Plan Deck (PPTX) Template

Why do you need a Digital Marketing Agency Business Plan?

The days of mandatory 50+ page business plans are long gone. The choice is now yours as to whether you define your digital agency business plan in an in-depth strategic document or not. Some agency founders find it useful to brainstorm this way and document their thought process in a long-form fashion across many pages. Other founders prefer creating shorter slide decks, others opt for a 1-page lean canvas version or some even write their plan in a wiki or business planning tool.

There is no right or wrong way to document your plan. You need to find the documentation method that suits you best. If you're unsure what suits you best, the following factors may help you decide:

Consideration #1: Who is the audience?

Think about who this document is for. Who will read it? In some cases it will just be you and the founding team. If you are raising money, obviously your investors will be a key audience.

You might also have business partners or board members who may be an audience too. When thnking through all these different groups, work backwards from the most optimal presentation format.

Consideration #2: Seek an unbiased third-party opinion

Devin Schumacher is the Founder of SEO agency SERP and says it's easy to get swept up in your own overly optimistic projections.

"Ask an experienced agency founder you trust or admire to sanity-check your plan. Seeking an objective opinion from a third-party detached from your new business is vital."

Devin Schumacher

Devin makes a great point. This type of peer review methodology is commonplace in other industries but sometimes lacking amongst agency founders. Make sure you get at least 1 other unbiased opinion from someone who has already achieved success in your niche.

Don't fall into the trap of asking a friend or your accountant or someone you know personally to review your plan. Doing so will give you a biased opinion. You need an unbiased opinion from someone willing to give you objective feedback.

Consideration #3: Stand your ground

The whole point of a business plan is to take the time and effort to research the market, your competitors and potential clients. This document will distill all your insights into a strategic plan you can operationalize. As is always the case, unexpected distractions masquerading as opportunities (rightly or wrongly) will pop up in your field of view demanding your attention.

Perhaps it's a new client opportunity with a project slightly adjacent to your niche. Perhpas a hiring opportunity for a role you didn't plan to hire yet. Sometimes the hardest thing is to say no, when you're in the mindset of taking every opportunity for growth.

During these situations, revisit your agency business plan and remind yourself of your focus area niche and how you planned to grow within that niche.

Consideration #4: But, be ok with change

Rebekah Edwards

In fact this balance between sticking to the plan and pivoting the plan needs to be navigated by every digital agency founder. It's not easy and often you will be second-guessing yourself.

"Every agency owner I know has had to massively adjust their target audience, pricing structure, competitor analysis, and service offerings based on the way they grow over the first 2-5 years."

Rebekah says that founders need to be prepared for change, afterall, digital marketing is in constant flux and evolution, so change is the norm and we need to write business plans with flexibility in mind.

Trust your performance metrics and continue to do the things that have the biggest quantifiable business impact.

Typical Business Plan structures

We mentioned previously that there's no right or wrong way to document your business plan. So with that said, let's look at some typical marketing agency business plan templates that you can use. After considering all the factors above, choose the structure that works for you and your stakeholders best. We've outlined six of the more common options below:

Option #1: Written business document

This is the more traditional (and still valid) way to describe your business. A written business plan document in MS Word or Google Docs is still the most common way to document your digital marketing agency business plan.

Business Plan document

This type of business plan is considered "long-form", ie: longer in length and suited to more descriptive language. Expect to write longer rationales, longer explanations with plenty of space for evidence, research, insights and strategy. This type of plan will likely be 30+ pages and feel comprehensive. This comprehensiveness is especially needed if external investors or business partners are involved who need to be convinced of the robustness of your plan.

Option #2: Slide deck

The PowerPoint Presentation (or Google Slides or Keynote) has become the go-to corporate communication format. Digital agency founders spend most of their time communicating to staff, clients and stakeholders in PowerPoint so it makes sense to use this format for the purposes of communicating the agency's overall business plan.

Business Plan PowerPoint

The fundamental difference between this option and the written document, is that a slide deck is a presentable format. So typically you might be in the room with your business partners, walking through the presentation on the screen. Whereas in option #1, a written document is not a compelling way to present an idea. It's much more suited as a sent document to be consumed in isolation. That's not to say that a slide deck can't be utilized this way, it's just more common that you would be presenting and talking through your plan with the slides serving as a visual backup to what you say.

There's also a good argument for doing both (ie written document AND slide deck). It comes down to who all the stakeholders are (eg investors, business partners or just you) and whether you intend to present your plan or just document your plan.

Option #3: Lean canvas

The Lean Canvas developed by leanstack.com is a business plan on a page split into 10 boxes. This planning document has become very popular in the tech/startup world and has since been adopted in many other industries, including digital agencies. Be sure to check out our previous article explaining how to use a Lean Canvas for your agency .

SEOptimer - Digital Agency Lean Canvas

The entire business plan fits on a single page which means you obviously need to sweat on every single world and ensure only the most important details are included. We are big supporters of this format because this helps you prioritize and focus your efforts down to the fundamental aspects of your new business.

Option #4: Wiki

In the context of a business, a Wiki is usually an internal website with multiple interlinking articles. The biggest Wiki in the world is Wikipedia and if you want to get really meta, check out Wikipedia's wiki about wikis :

"A wiki (/wɪki/ WIK-ee) is a hypertext publication collaboratively edited and managed by its own audience directly using a web browser. A typical wiki contains multiple pages for the subjects or scope of the project."

Wiki's are generally perceived as internal knowledge bases so if your business plan has executional detail, this might be a good format for documenting processes and methodologies for staff.

Option #5: General Planning tool

Tools like Notion and Trello have grown massively in recent years as more people are working remotely and more work in general is being done collaboratively online.

Notion Business Plan

These types of planning tools are designed to be multi-purpose and fall somewhere between a wiki and a specialized business planning tool.

How to construct the business plan

Now that we've covered the typical business plan structures let's look at the specifics of how you actually go about constructing the business plan and each of the main tasks you need to perform and sections of the business plan.

Market research data gathering

Customer/client research.

Rebekah Edwards, who we spoke to previously stresses the importance of market research with as many potential clients as you can. She interviewed several businesses in their target market when developing their service offerings and pricing. Some of the questions she thought were most helpful included:

  • With no other information, what do you think X would cost from an agency? (X being the service in question.)
  • What is the biggest roadblock for you to accomplish X in-house? (X being basic content/SEO projects, such as article creation/editing/uploading or strategizing new keywords.)
  • How would you typically search for a digital marketing agency? (Referrals, social media, Google search, etc. — this helped us understand how to best market our services)
  • If you already work with a digital marketing agency of any kind, what stood out? Why did you sign on the dotted line?
  • Have there been digital marketing agencies you've specifically decided not to work with for any particular reason? What were the red flags or the issues with a fit that led you to say no?
  • What matters most to you when working with a digital marketing agency? (Examples: data/analytics, frequent communication, hitting deadlines every time, price, niche of expertise, etc.)

Answers to these questions are invaluable as they help you position and market your new digital agency based on customer insight.

Competitor research

The importance of competitor research goes without saying. It's vital you have a good understanding of how your competitors are going to market, how they sell, who they target and what their rough price points are. If you have a friend who owns a small business, ask them to mystery shop at a competitor so they can report back to you what the sales process was like.

Competitor types

The way you position and sell your services should be informed by a combination of both customer insights and competitor insights. Addressing client needs whilst maintaining a unique selling proposition will set your new digital agency up for success!

Building out the business plan

Download our template: digital marketing agency business plan document.

To make edits to the document make sure to download our DOCX template which you can edit directly in Microsoft Word. However if you would prefer a printable PDF, we also provide this option too. Use these templates as a starting point to help you draft your digital marketing business plan:

Business Plan DOCX

Below are some of the highlight areas of the plan:

Market Research Findings

We suggest conducting three types of research to inform your marketing agency business plan:

  • Qualitative research like one-on-one interviews, focus groups and meetings with prospective clients
  • Quantitative reserach like online surveys, mass emails and multivariate testing
  • Competitor analysis to determine their strengths and weaknesses

Market Research

Unique Selling Proposition (USP) and Service Offering

Nailing your USP will be tough especially if you are in a competitive industry / city. Use the previous market research tasks to discover where the gaps are in the market and leverage these insights to position your new agency to be competitive AND different. Perform a SWOT analysis based on your new USP. Then you can determine your actual service offerings and pricing strategy.

USPs

Go-To-Market (GTM) Plan and Org Structure

Define your target market - the exact client types who you want to sell to and list the marketing and advertising activities that you will perform that would be most effective in reaching these types of people.

Also list your people (this might not be many on day 1!), sources of advice and support as well as the strategies you'll use to retain your staff and build their skills and knowledge.

Go To Market Plan

Goals Sales Forecasting

This marketing agency business plan template includes goal setting for the next year and goal setting for the next 3 years. This page is structured to help you set SMART goals.

SMART goals are:

  • Specific : In the '[Enter a goal]' section describe your goal clearly and ensure you attach a person responsible in the 'Who's responsible' section.
  • Measureable : Ensure the actions you list in the 'Actions to achieve goal' have an objective outcome
  • Achievable : Ensure you sense-check your goals with your team and all agree that they are attainable
  • Relevant : Ensure this is a priority goal and will help your new agency grow
  • Time-bound : Enter a due date to ensure the goal doesn't get forgotten

Use the Cash flow forecast table as a simple way to visualize cash-on-hand in your first 12 months. Add rows to estimate your monthly expenses like payroll, rent, utilities, subscriptions, insurance, fees and other ongoing costs.

Goal setting

Tools and Tech

Finally, list out all the tools and technology your new agency will likely need to run an efficient operation. We've listed SEOptimer for you already because it's one of the best, low-cost lead generation tools for your agency. Over 2,000 digital agencies use SEOptimer to generate white label site audits and embed an audit form on their agency website to capture new lead details.

Tools & Tech

Creative Agency Business Plan Slide Deck PPTX Template

If you prefer a slide deck template, use this creative agency business plan example in PowerPoint format:

Business Plan PPTX

Tim's background is in digital marketing working for both large and small digital agencies and diverse client types. He has a passion for tech, software and staying up to date on the latest search engine news.

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Free Digital Marketing Plan and Digital Media Templates

By Joe Weller | January 18, 2021

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You’ll find a collection of essential free digital marketing plan and digital media templates for marketers, enterprises, small businesses, startups, and others. Plus, tips to help you plan and manage digital marketing projects.

On this page, you'll find many helpful digital marketing and digital media templates, including a simple digital marketing plan template  and a  digital marketing project plan checklist template .

Digital Marketing Plan Template

Digital Marketing Plan Template

Use this template to build national, local, public relations, and social media digital marketing plans. Track your campaign’s success in month-by-month columns, and use the content strategy section to ensure the best industry tools are at your disposal. 

Excel | Google Sheets

Digital Strategic Marketing Plan Template

digital marketing agency business plan template free

This digital strategic marketing plan template helps you identify the objectives of your marketing campaign, so you can plan, implement, and track its success. Note your marketing plan objectives, target market, budget, and other details on the template. 

With this fully customizable template, you can include marketing-specific components for running powerful digital marketing campaigns. 

Download Strategic Digital Marketing Plan Template

Excel | Google Sheets  | Smartsheet

Digital Marketing Project Plan Template

Marketing Project Plan Template

Use this basic project plan template for week-by-week and month-by-month views into a digital marketing project. Assign task IDs, task names, priorities; track status; designate an owner; and add projected and actual start and end dates and progress notes. 

Keep apprised of your digital marketing project plan’s individual tasks — and gauge its success — with this easy-to-use digital marketing project plan template.

Download Digital Marketing Project Plan Template

Digital Marketing Project Plan Checklist Template

Marketing Project Plan Checklist

Track your digital marketing project plan’s progress with this checklist template. Enter major and minor actions, along with the corresponding task, assigned team member, deadline, and completion status. Cover every detail in your digital marketing project plan with this checklist. 

Download Marketing Project Plan Checklist Template

Excel  | Google Sheets

One-Page Digital Marketing Project Plan Template

One Page Marketing Project Plan Template

This single-page digital marketing project plan template offers a streamlined tool to plan, implement, and track all project stages. Add your business summary, objectives, project plan problems and solutions, competitive-advantage details, target marketing, marketing strategy and objectives, and financial requirements.

You can also enter information about your marketing channels, products, promotional details, prices, and performance standards, as well as how you’ll measure results. This efficient, one-page template provides an overview of how well you are implementing your digital marketing project plan. 

Download One-Page Marketing Project Plan Template

Excel | Word | PDF | Google Doc

Small-Business Digital Marketing Project Plan Template

Small Business Marketing Project Plan Template

Map action items with this small-business digital marketing project plan template. Use this fully customizable template to document digital marketing goals, including strengths, weaknesses, opportunities, and threats . Specify your target market, digital marketing strategy , and research results. 

Download Small Business Digital Marketing Plan Template

Word | PDF | Smartsheet

Digital Marketing Project Plan Template for Startups

Marketing Project Plan Template for Startup Business

This digital marketing project plan template is ideal for startups because it features a pre-built plan and startup-specific tools. Add your executive summary, vision statement, goals, target market, marketing strategy, and financial details to the template.

Find more tips and solutions for startups by reading “ Free Startup Plan, Budget & Cost Templates .” 

Download Digital Marketing Project Plan Template for Startups

Streamline Digital Market Plans with Smartsheet

The best marketing teams know the importance of effective campaign management, consistent creative operations, and powerful event logistics -- and Smartsheet helps you deliver on all three so you can be more effective and achieve more. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

Improve your marketing efforts and deliver best-in-class campaigns.

Digital Marketing Agency Marketing Plan Template

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Gaining a competitive edge in the digital marketing world requires a solid marketing plan that's as dynamic as the industry itself. With ClickUp's Digital Marketing Agency Marketing Plan Template, you'll have everything you need to take your agency to the next level.

This comprehensive template empowers your agency to:

  • Define clear marketing goals and objectives to guide your strategy
  • Identify target industries and businesses to maximize your reach
  • Implement a wide range of online marketing channels and techniques
  • Track and measure campaign performance to optimize results
  • Attract and retain clients with a data-driven approach

Whether you're a seasoned agency or just starting out, ClickUp's Marketing Plan Template has you covered. Take your digital marketing game to new heights and achieve your agency's goals—all in one place.

Ready to supercharge your digital marketing efforts? Get started with ClickUp's Marketing Plan Template today!

Benefits of Digital Marketing Agency Marketing Plan Template

Example: Creating a digital marketing agency marketing plan template can be a game-changer for your business. Here are some of the benefits you can expect:

  • Streamlined planning process that saves time and ensures all important aspects are considered
  • Clear roadmap for your agency's marketing efforts, helping you stay focused and aligned with your goals
  • Improved targeting and segmentation, allowing you to reach the right audience with the right message
  • Enhanced campaign performance tracking and analysis, enabling you to optimize your strategies for maximum results
  • Increased client acquisition and retention, as a well-crafted marketing plan showcases your expertise and value

Main Elements of Digital Marketing Agency Marketing Plan Template

ClickUp's Digital Marketing Agency Marketing Plan template provides a comprehensive solution for managing and implementing your marketing strategies effectively. Here are the main elements of this template:

Custom Statuses: Stay organized with 6 different task statuses including Cancelled, Complete, In Progress, Needs Input, Planned, and To Do, allowing you to track the progress of each task in your marketing plan.

Custom Fields: Utilize 6 custom fields such as Quarter, Task Type, Impact, Progress, Percent Completion, and Effort to capture important details about each task and monitor their progress easily.

Custom Views: Access 5 different views tailored to suit your marketing needs, including Key Results, Timeline, Getting Started Guide, Objectives, and Progress Board, enabling you to visualize your marketing plan from different angles and make informed decisions.

Project Management: Leverage ClickUp's powerful features including assigning tasks, setting due dates, attaching files, and collaborating with team members to effectively execute your marketing strategies.

How to Use Marketing Plan for Digital Marketing Agency

If you're a digital marketing agency looking to create an effective marketing plan, follow these four steps using ClickUp's Marketing Plan Template:

1. Define your target audience

Start by clearly identifying your target audience. Who are you trying to reach with your marketing efforts? Consider factors such as demographics, interests, and pain points. Understanding your target audience will help you tailor your marketing strategies to resonate with them.

Use custom fields in ClickUp to document key details about your target audience, such as age range, location, and interests.

2. Set your marketing goals

Next, establish specific and measurable goals for your marketing efforts. What do you want to achieve? Whether it's increasing brand awareness, generating leads, or driving website traffic, clearly define your objectives. Setting goals will help guide your marketing strategies and determine how to measure success.

Create Goals in ClickUp to track your progress towards each marketing goal and set deadlines for achieving them.

3. Develop your marketing strategies

Now it's time to determine the strategies you'll use to achieve your marketing goals. Consider the channels and tactics that are most effective for reaching your target audience. Will you focus on social media advertising, content marketing, email campaigns, or a combination of strategies? Outline the specific actions you'll take to execute each strategy.

Use the Board view in ClickUp to create tasks for each marketing strategy and assign team members responsible for their implementation.

4. Track and analyze your results

Once your marketing plan is in action, it's crucial to regularly track and analyze your results. Use analytics tools to measure the success of your marketing efforts and identify areas for improvement. By monitoring key metrics such as website traffic, conversions, and engagement, you can make data-driven decisions to optimize your marketing strategies.

Integrate ClickUp with your preferred analytics tools to easily track and visualize your marketing performance. Use Dashboards in ClickUp to create visual reports that display your key marketing metrics.

By following these four steps and utilizing ClickUp's Marketing Plan Template, you can create a comprehensive and effective marketing plan for your digital marketing agency.

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Get Started with ClickUp’s Digital Marketing Agency Marketing Plan Template

Digital marketing agencies can use this Marketing Plan Template to help streamline their marketing efforts and achieve their business goals.

To get started, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Be sure to specify the Space or location in your Workspace where you’d like this template applied.

Next, invite relevant team members or guests to your Workspace to start collaborating on the marketing plan.

Now, leverage the full potential of this template to create a comprehensive marketing strategy:

  • Utilize the Key Results View to set measurable goals and track progress towards those goals
  • The Timeline View will help you visualize your marketing activities and ensure they're executed on time
  • Refer to the Getting Started Guide View to get a step-by-step breakdown of how to use the template effectively
  • Use the Objectives View to define your marketing objectives and align them with your overall business goals
  • Monitor progress and tasks in the Progress Board View to ensure each marketing initiative stays on track
  • Organize tasks into six different statuses: Cancelled, Complete, In Progress, Needs Input, Planned, To Do, to keep track of their progress
  • Update statuses as tasks progress to keep team members informed and ensure seamless coordination

By using this template, your digital marketing agency can stay organized, focused, and achieve optimal results for your clients.

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Digital Marketing Agency Business Plan Template

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What You Get

  • A compelling & detailed pre-written Digital Marketing Agency business plan template in WORD
  • A full & automatic Digital Marketing Agency financial plan model in EXCEL you can easily customize
  • Customized text tailored to your Digital Marketing Agency
  • The ability to paste advanced charts and tables within a click
  • No accounting or specialized financial knowledge needed
  • A cost-effective solution saving you time and money

Digital Marketing Agency Business Plan Template Description

Digital marketing agency business plan template

Are you looking to open a digital marketing agency? Are you a digital marketer seeking to establish your own business? If yes, then our ready-made digital marketing agency business plan package is your perfect solution. It includes a pre-written business plan in Word and an automatic financial plan in Excel tailored to the digital marketing services sector, and which you can easily customize to fit your own project. Save tons of time and money and download our investor-grade Digital Marketing Agency business plan template, no financial or accounting expertise required. Check the full content below.

digital marketing agency business plan template free

Digital Marketing Agency Business Plan Document in Word: 

Our ready-made Digital Marketing Agency business plan template is in Word format and includes 23 pages. The document is divided into multiple sections. Each section contains the essential points that are necessary to effectively present your Digital Marketing Agency project. Each section and sub-section offers you a sample text that you can easily customize to make your business plan unique. Below is a small excerpt of the ready made digital marketing business plan document in Word.

Digital marketing agency business plan in Word

Automatic Digital Marketing Agency Financial Plan in Excel

Our pre-populated financial model is in Excel format and includes multiples worksheets. You can easily edit the model’s inputs including changing costs and revenue assumptions to generate pro-forma financial forecasts including P&L, Cash flows and Balance Sheets. Below is a small extract of the automatic digital marketing financial plan in Excel.

Digital marketing agency financial plan Excel

This Ready-Made Digital Marketing Agency Business Plan is For

  • Entrepreneurs wishing to start a Digital Marketing Agency
  • Digital marketers who want to create a business plan fast and easy
  • Digital marketers who wish to pitch their project to investors
  • Businesspeople who wish to better understand the potential of the opportunity

Immediate Delivery by Email

  • Once you complete the order, you will receive an email with links to download your documents
  • Your order will contain the full pre-written business plan in Word
  • Your order will contain the full customizable financial model in Excel

Your Digital Marketing Agency Business Plan Content

Executive Summary:  Our Digital Marketing Agency business plan template starts with a compelling Executive Summary. This key section is very important as it summarizes in 1 page your Digital Marketing Agency concept. It will introduce your business model, the key people behind the project as well as the unique selling proposition offered by your Digital Marketing Agency. This section will also mention how market conditions and consumer trends are favorable for launching your project.

The Problem Opportunity:  Next, your ready-made Digital Marketing Agency business plan will list a number of problems experienced by your prospects in your target market and will show how this presents a unique opportunity for your Digital Marketing Agency. These can include issues such as lack of a particular type of Digital Marketing service in a certain location, low or average quality of service offered by existing players, undifferentiated offering by current actors in the market…etc.

The Solution:  This section explains how your Digital Marketing Agency will take advantage of the current problems in the market and will detail your innovative solutions.

Mission & Vision:  Your mission will explain in a couple of sentences your Digital Marketing Agency business ethos. In other words, it will summarize your unique value proposition and will explain how you are different than the competition. Your vision will explain the long-term plans for your Digital Marketing Agency. Are you planning to start with one branch today and expand to a multi-branch business model? Are you looking to penetrate new geographies in the future?…etc.

Business Model:  This section details your Digital Marketing Agency concept using the business model canvas method. In a visually appealing table, we will detail your Digital Marketing Agency’s key partners, activities, resources, value proposition, customer segments, customer relationship plan, marketing channels, cost structure and revenue streams.

Products & Services:  Next, we will talk in detail about your various Digital Marketing services. We will describe your various types of online marketing services including PPC, SEO…etc. We will also provide information about your pricing by type of service.

Market Analysis:  This important section describes the various market statistics and consumer trends in the Digital Marketing Agency industry and explains how they support your own project. The purpose of this section is to show that the market conditions are favorable for launching your new Digital Marketing Agency.

Global Market Trends:  In this sub-section of the market analysis, we will discuss the latest global market trends in the Digital Marketing Agency industry. We will look at the global industry size, growth rate, growth diving factors and customer trends.

Local Market Trends:  This sub-section explains the local market trends that are relevant to your specific Digital Marketing Agency in its area of operation.

Target Clients:  In this section, we will describe your various customer profiles by providing information about their demographics, behavior and purchasing habits.

Competitive Analysis:  We will analyze key competitors active in your target market and provide insights about their strengths and weaknesses.

Competitive Advantages:  After looking at the competitive landscape, we will then show how your Digital Marketing Agency is differentiating itself from the competition through a number of key advantages.

SWOT Analysis:  This section features a 4-quadrant table with explanations about how your Digital Marketing Agency intends to leverage its key strengths, mitigate weaknesses, capture opportunities and thwart any future threats.

Marketing Plan : This chapter provides detailed information about your go-to-market strategy.

Branding & Awareness:  We will describe in this sub-section your choice of key marketing channels to build branding and awareness.

Customer Acquisition:  We will describe in this sub-section your choice of key marketing channels to acquire customers and increase sales.

Operating Plan:  This chapter provides information about your Digital Marketing Agency’s opening hours, internal processes and describes the interactions between various key departments and teams.

Management Team:  It is very important to present the key people behind your Digital Marketing Agency and thus we have dedicated a section for this very purpose. It is also important to talk here about the founder’s vision, his past education and professional experience.

Hiring Plan:  No business can succeed without having on board the right team. This section lists all the key positions you plan to hire with information about their salaries and expected start dates.

Key Milestones:  To be able to launch and execute your Digital Marketing Agency project, you need to follow a set of actionable tasks with target deadlines. This section serves this purpose.

Financial Plan:  Without a robust financial plan, your Digital Marketing Agency business plan would be an incomplete document. This important section provides crucial information about your pro-forma financial projections and shows that you have really done your homework. The data mentioned in this and the following sections will be provided by the dynamic Excel financial model accompanying your Digital Marketing Agency business plan.

Projected Revenue:  This module shows your Digital Marketing Agency’s revenue projections over the next three years.

Projected Profit and Loss:  This module shows your Digital Marketing Agency’s income statement (also called profit and loss statement) over the next three years. Your income statement includes detailed projections about your sales and expenses and shows how your Digital Marketing Agency’s revenue is converted into a net profit.

Projected Cash Flows:  This module shows your Digital Marketing Agency’s cash flow projections over the next three years. The first year of operation is even detailed on a monthly basis. Your cash flow statement will detail the various cash inflows your Digital Marketing Agency will generate from its day to day operations and from funding sources, as well as the various cash outflows required to pay for operating expenses and business investments.

Projected Balance Sheet : This module shows your Digital Marketing Agency’s balance sheet projections over the next three years. The balance sheet will provide a summary of your Digital Marketing Agency’s short term and long term assets in addition to your short term and long term liabilities and capital.

Profitability Analysis:  In this section, we will provide information about your gross margin, net margin and discuss the profitability of your Digital Marketing Agency.

Funding Requirement:  This module states the amount of funding your need to be able to comfortably launch your Digital Marketing Agency. It also describes the planned allocation of the funds between Opex and Capex.

Conclusion : Finally, we will conclude your business plan by recapitulating the key points that make your Digital Marketing Agency project compelling and reiterate the rationale behind your business opportunity.

Why Use our Ready-Made Digital Marketing Agency Business Plan?

  • Speed & Convenience:  Once you complete your order, you will receive the Digital Marketing Agency business plan directly in your mailbox. Since it is already pre-written with fully customizable financials, you will only need to spend a couple of hours to edit it and adapt it to your own Digital Marketing Agency project.
  • High Quality:  Your Digital Marketing Agency business plan has been written by our professional team of business plan writers and experts from the Digital Marketing industry. You will receive a professional Digital Marketing Agency business plan template ideal for presenting to potential investors or banks.
  • Low-Cost:  Our pre-written Digital Marketing Agency business plan template is the most cost-effective solution in case you need to build a solid and professional Digital Marketing Agency business plan. We are confident you will save hundreds if not thousands of dollars by ordering our premium business plan compared to hiring a consultant or subscribing to complicated and expensive software.

If you have any question regarding our ready-made Digital Marketing Agency business plan package,  do not hesitate to contact us , we are here to help.

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COMMENTS

  1. Free Digital Marketing Agency Business Plan Template + Example

    Follow these tips to quickly develop a working business plan from this sample. 1. Don't worry about finding an exact match. We have over 550 sample business plan templates. So, make sure the plan is a close match, but don't get hung up on the details. Your business is unique and will differ from any example or template you come across.

  2. Digital Marketing Agency Business Plan: Guide & Template (2024)

    Here you go; download our free digital marketing business plan pdf to start. It's a modern business plan template specifically designed for your digital marketing business. Use the example business plan as a guide for writing your own. After getting started with Upmetrics, you can copy this sample business plan into your business plan and ...

  3. Digital Marketing Agency Business Plan Template

    Your operations plan should have two distinct sections as follows. Everyday short-term processes include all of the tasks involved in running your digital marketing agency business, including client communication, planning and scheduling advertisement campaigns, staff meetings, billing clients, etc.

  4. How to Write a Digital Marketing Agency Business Plan (with PDF Template)

    The first step in launching a new digital marketing agency is to write a plan. In this guide, we'll cover two of the more traditional ways to define a business plan document with handy downloadable templates: Digital Marketing Agency Business Plan Document (DOCX & PDF) Template. Creative Agency Business Plan Deck (PPTX) Template.

  5. Sample Digital Marketing Agency Business Plan

    The Digital Marketing Agency industry in the United States is valued at over $50 billion, reflecting the critical role of digital marketing in today's business landscape. With a projected compound annual growth rate of 10% over the next five years, the industry is on a steady trajectory of growth, driven by the widespread adoption of digital ...

  6. Business Plan Template for Digital Marketing

    Digital marketing is a fast-paced and ever-evolving field, making it crucial for entrepreneurs and businesses to have a solid plan in place. With ClickUp's Business Plan Template for Digital Marketing, you can easily map out your objectives, target audience, marketing channels, budget allocation, and key performance indicators, ensuring that your digital marketing efforts are focused and ...

  7. Free Digital Marketing Plan & Digital Media Templates

    Digital Marketing Project Plan Template. Use this basic project plan template for week-by-week and month-by-month views into a digital marketing project. Assign task IDs, task names, priorities; track status; designate an owner; and add projected and actual start and end dates and progress notes. Keep apprised of your digital marketing project ...

  8. Digital Marketing Agency Business Plan Template

    Three months of overhead expenses (payroll, utilities): $130,000. Marketing costs: $10,000. Working capital: $10,000. Easily complete your Digital Marketing Agency business plan! Download the digital marketing agency business plan template (including a customizable financial model) to your computer here <-.

  9. Writing A Digital Marketing Agency Business Plan + Template

    A digital marketing agency business plan is a formal written document that describes your company's business strategy and its feasibility. It documents the reasons you will be successful, your areas of competitive advantage, and it includes information about your team members. Your business plan is a key document that will convince investors ...

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  12. Digital marketing strategy template

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  13. Create a Marketing Plan [+20 Free Templates]

    Edit and Download. Remember to create SMART goals for your marketing plan and strategy. SMART goals are Specific, Measurable, Attainable, Relevant and Time-Bound. In the template above, notice how the target is defined as a percentage. You can also add a deadline to your marketing goal to make it time-bound.

  14. 5 Steps to Create an Outstanding Marketing Plan [Free Templates]

    5. Competitor Analysis. Including a competitive analysis is essential when creating a marketing plan. Your buyer persona has choices when it comes to solving their problems, choices in both the types of solutions they consider and the providers that can administer those solutions.

  15. Digital Marketing Agency Business Plan Template

    Automatic Digital Marketing Agency Financial Plan in Excel. Our pre-populated financial model is in Excel format and includes multiples worksheets. You can easily edit the model's inputs including changing costs and revenue assumptions to generate pro-forma financial forecasts including P&L, Cash flows and Balance Sheets. Below is a small ...

  16. The Ultimate Digital Marketing Proposal Template

    Introduction. The purpose of this digital marketing proposal is to give you a bit of information about [Sender.Company] and the various digital marketing services we offer, along with information and pricing for a custom digital marketing solution based on your needs. Based on our previous discussion, I feel like we are a good fit for one another.

  17. How To Write A Marketing Agency Business Plan + Template

    This part of the business plan is where you determine and document your marketing plan. . Your plan should be clearly laid out, including the following 4 Ps. Product/Service: Detail your product/service offerings here. Document their features and benefits. Price: Document your pricing strategy here.

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  19. Free Portfolio Templates To Customize Online

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  20. David Raiz

    Product marketing manager with over 6 years of experience overseeing the launch and growth of digital products in tech companies, including 3+ years in FinTech and WEB3. I have extensive experience in developing product strategies and positioning, analyzing markets, identifying growth opportunities, validating hypotheses, creating product roadmaps, and driving product adoption across diverse ...