Marketing Calendar Template

I never used a marketing calendar when we were running fewer than 5 marketing campaigns across 1 or 2 channels.

But as our team grew and we successfully validated new channels, we needed a way to coordinate marketing activities across multiple teams and multiple channels.

This marketing calendar template is how we synchronize our activities. It ensures we are allocating resources to each project at the right time.

I love it.

With this kind of clarity, we hit launch deadlines more frequently. The team has more autonomy to manage their day to day schedules, which they love.

And we all feel in control of our destiny to drive real revenue results for our B2B SaaS business.

Add this template to your cart and checkout. You will instantly receive a link to access the Google Sheet. The worksheet includes the following tabs:

• Instructions: instructions on how to use this template most effectively.
• Marketing Calendar Template: a blank marketing calendar to input the timing and synchronization of all of your marketing campaigns.
• Marketing Calendar Example: an example of a fully populated marketing calendar for a B2B SaaS company.
• BONUS Go-to-Market Checklist: a step by step list of activities to complete when going to market with a new product.

Here's how I recommend you populate your marketing calendar :

1. Review all tabs in the spreadsheet first. It's always good to familiarize yourself with the content before you really dig in.
2. Define your high level goals. I use this OKR Tracker Template.    
3. Identify the key initiative to achieve your goals.  
4. List out all the campaigns / marketing activities your team will do throughout the quarter.  
5. Schedule the work to align with resources and lead requirements based on your revenue forecast.
6. Reference in your weekly marketing team meeting to confirm projects are on track.
   

There are many project management software applications that can help you manage your marketing calendar. I have tried Monday.com, Notion and Asana. While I think all 3 of them are world class applications, I find this view easier to digest all the activities that are going on in a given quarter.  

It keeps my team on track and it’s easy to share across departments if others ask what are we working on or have coming up.

Click “Add to Cart” on the right and then checkout. You will receive a link to the Google Sheet to make it your own.

If you run a go-to-market team at a B2B SaaS company, get these templates as well:

• Marketing Campaign Template
• Marketing Budget Template
• OKR Tracker Template
• View Template Bundles