And then we suddenly find ourselves in the real world, only to realize that numbers actually play a central role in what we do - especially in digital marketing.
The problem is that many marketers are right-brained, which means Excel spreadsheets riddled with numbers and formulas are not at all inviting.r from scratch can be especially intimidating.
While we won't argue with this, we'll say that the benefits of leveraging Excel's features to organize information and streamline tasks are unprecedented. To help those of you looking for a way to hone your skills, we've put together a detailed list of ways you can start using Excel to simplify your marketing tasks. Complete with templates, these suggestions will have you making progress in no time. Do you know what's even better? You can download this complete collection of Excel templates in one go.
Free Templates
9 Excel Marketing Templates
Tell us a bit about your elf below to get access today:
Free Excel spreadsheet templates for easy marketing
- Marketing Budget Template
- Social Media Post Calendar
- Marketing Dashboard for Excel
- Editorial Calendar of blog
- Monthly Marketing Report Template
- Ecommerce Planning Kit
- SMART Goals Matrix
- SEO Template on the page
- Google Ads Campaign Tracker
- Social Media Content Calendar
- Product Launch Plan
- Template lead score and tracking
- Lead and traffic goal calculator
- Essential KPI Tracker
1. Marketing budget template
Although marketing budgets vary from company to company, the need for structure and a clear sense of alignment between your goals and expenses is critical at all levels . To make sure you're always prepared for unexpected costs, it's important that you not only allocate your budget thoughtfully and appropriately, but also keep an eye on how well your planned expenses are being met.
If you want to avoid a mess at the end of the month or quarter, take Check out this collection of 8 Marketing Budget Templates , designed to help you better organize your marketing spend . From product marketing and website redesign to content marketing and events, these templates serve as a guide for marketers to visualize and track their spending to avoid overspending.
The collection also contains a marketing principleipal budget template which will help you generate a high level visualization of your marketing budget every two months by month and quarterly.
2. Social media posting schedule
You can already use a social media planner to manage and publish your posts every week, but you still need a place to write your social copy and decide which posts will be sent to which social networks.
And since most social media planners allow you to download a social post copy Bulk, from a spreadsheet it is your responsibility to have an excel template designed for this purpose. With that in mind, we have created the excel template above.
This social media posting calendar allows you to write each social post, the date / time it should be posted, the message you want to postublier, and any link you want to accompany your post (that link could be a blog post, an initiation page, an e-book landing page, you name it).
Once you have written all your social posts for the week, month or quarter, you can sort them by social network and upload your Excel file to the social media platform of your choice.
3. Marketing dashboard for Excel
There is no lack of marketing data to watch out for, and If you're feeling too far out in the weed or missing important details when it gets too granular, a marketing dashboard can help.
This particular tool allows you to enter metrics by campaign, which will automatically populate the visual and easy-to-read graphs data. As a result, you will be able to visualize the efficiency of spending and activities in moretheir initiatives.
4. Editorial calendar of the blog
Blogs play an important role in your ability to attract visitors and prospects to your website . But managing a blog is one of those responsibilities that are easier said than done.
Whether you're having problems with ideation, consistency or just lacking organization , an editorial calendar can often be the solution you need to refocus your blogging efforts and generate even more traffic and leads from your content. View the blog posts you plan to publish in a week or two. 'a given month, which makes it easier to define broad themes, track ideas, manage contributions, and prioritize strategic distribution.
Use this editorial calendar template as a starting point for tracking all of your business content. This will help you be more attentif to topic selection, buyer personas, keyword inclusions, and CTA alignment.
5. Monthly marketing report template
Is there a sweeter feeling than achieving all of your monthly goals? How about communicating your success to your boss? Spreadsheets Excel can be used to prepare comprehensive reports on your marketing statistics to send to your boss - and there No need to work from scratch. (After all, you've already done so much work this month .)
To simplify your reporting, check out these monthly marketing statistics templates (and the corresponding PowerPoint template). Each month, you can update them up-to-date quickly and easily to reflect your monthly visits, leads, customers, and conversion rates. From there, you'll have everything you need to accurately track and report the most popular channels.s more efficient. Every boss loves to see ROI, so you can't go wrong with these models.
6. Ecommerce Planning Kit
Ecommerce stores come with a lot of moving parts, so planning ahead can save you time and time later.
This kit includes a marketing plan that walks you through market research, target market, channels and suppliers, etc. Once your eCommerce store is online and up and running. 'execution, you can use the conversion model to track the performance of the vendors and platforms where the products are listed to give you a holistic view of your efforts.
7. SMART Goal Matrix
Whether you are planning a new year, quarter or month, defining a set of objeClear objectives are essential to guide your marketing efforts and priorities.
Do you need help not only setting marketing goals , but also achieving them? Start with these SMART goal planning templates . Rooted in Specificity, Measurability, Achievability, Relevance Plus, these models will help you set your team up for success while providing you with a tool to identify your greatest marketing needs.
8. On-page SEO template
When it comes to SEO, there is a lot to remember for marketers in order to see results. (In other words terms, there is a lot to forget for marketers.) With the evolution of search engines and changes in algorithms that upset your existing strategy from time to time, it can be easy to feel overwhelmed and overwhelmed. to push backour SEO strategy. However, SEO should never be treated as an afterthought.
If you're looking for light at the end of the tunnel, pull up on this handy SEO template created in Excel . Designed to make the process of managing your SEO efforts easier, marketers can use this template to guide their strategy step by step or pass it on to their webmaster to serve as a helpful guide. It focuses on keywords and SEO best practices while providing tips and tricks for identifying nuances and increasing productivity.
9. Google Ads campaign tracking tool
If you do your Google Ads campaigns well, they probably don't exactly work in the park. This is because to Get the best report value for money, you have configured several campaigns with several ad groups and youhave variations of your campaigns, all with different content. Not only that, you (hopefully) also track these campaigns to determine which ones to stop, add more money, or change.
Sounds like a lot to follow, right? But take a deep breath. This Google Ads tracking model can help you stay on top of your Google Ads game. It will help you spot errors and implement best practices across all the different campaigns and ad groups you run - at the top, middle, and bottom of the funnel. Not to mention, it is a perfect addition to that SEO template that you have started using.
10. Social media content calendar
Since you are probably getting tons of clicks from your Google Ads campaigns and writing awesome content through your calendar.blog editorial, you will need some help figuring out how to spread love on social media. We have exactly what you need.
The Social Media Calendar Template is the perfect resource to help you scale and streamline your social media marketing. When you use Excel to separate separate spreadsheets for each social network you use, you will be able to maintain a repository of content ideas so that you never get hit with writer's block and always have something to post.
It's also worth mentioning that Excel is really handy for Twitter as it has the ability to count your characters to help you write tweets that stay within the 140 character limit.
11. Product launch plan
A well-executed product launch can be a key differentiator for a marketing successful and early adoption, and the right plan can give you clarity and purpose as you go ahead and announce the existence of the new product to your customers and prospects.
This product launch plan can help you organize your thoughts around competitive analysis, product positioning and strategy. It even goes so far as to help you brainstorm issues, evidence points and key messages for campaigns.
12. Scoring and lead tracking model
It's no secret that sales and marketing are known to have a pretty tough relationship history. Salespeople may think that marketing isn't generating enough revenue. prospects, while marketers may think that their sales reps aren't capitalizing on the leads they send. Ultimately, however, finger pointing doesn't make a business grow.
In order to better alignedr your sales and marketing teams, turn to target this template to create a service level agreement (SLA). Generally speaking, an SLA is a contract that defines the sales expectations for my prospect marketing (in quantity and quality), as well as the marketing expectations of how sales will affect prospects qualified.
With this customizable SLA template in your toolbox, you will have the information you need to reduce stress, set a concrete monthly lead generation goal, track and measure generation channel success specific leads and keep a close eye on your current closing sales rates.
13. Leads and traffic goals calculator
You need to set a goal leads, but you don't know where to start.Then, once you finally figure that out, you need to figure out how much traffic you are getting.z need to achieve this goal ... but you also don't know which approach to take.
could use the hand to calculate your leads and traffic goals. Fortunately, there is an Excel template for this . Rather than trying to sort through these numbers on your own, this template is designed to take over the math and give you a clear picture of what you need to accomplish to meet your traffic and lead goals and ensure health. of your inbound marketing strategy.
14. Essential KPI Tracker
If you are a fan of the monthly metrics model - item # 10 on this list - you may also want to take A copy of this template The essential KPI tracker, pictured above, takes the metrics that your marketing team has agreed to track and describes them in more detail.
KPI stands for "key performance indicator" "- these are basically your most important metricsracks, each with a unique purpose and place in your marketing strategy. Using this template, you can assign specific employees to each KPI, define how often you will monitor the performance of each KPI, and assign each KPI a color that reflects the quality of performance of that KPI.
If one of your KPIs is organic traffic, for example, you can configure your model so that 100 pageviews per month are red (poor performance), 500 pageviews / month are yellow (stable performance) and 1000 page views / month are green (excellent performance).
Data is any marketer's friend, Even though spreadsheets seem to have been around forever, Microsoft Excel has so many features that still make it an amazing resource for viewing, organizing, analyzing and analyzing the data. With a little Excel magic, you can streamline your workflowand / or arrive at exceptional times from data information.
Editor's note: This article was originally published in March 2019 and has been updated for completeness.
Aucun commentaire:
Enregistrer un commentaire