Digital Marketing plan
Digital Marketing plan

Many companies make the mistake of doing digital marketing without having a well-defined plan and objectives . They launch into the digital world by creating profiles on social networks, investing in digital advertising or paid ads, writing content for the blog, etc.

Starting in the digital world without a plan will lead you to waste time and money. In addition, it is important that you dedicate time and effort to a correct planning of the digital strategy so that you have results.

Not having well-defined goals and an action plan to achieve them is like sailing a ship aimlessly.

As they say out there he who does not know where he is going, any road will serve him” . And this translates into a waste of economic resources for companies.

Don’t worry if you don’t have an online marketing plan , in this guide you will learn step by step how to make your own, you can also download our template for free so you can adapt it to your company.

what is the digital marketing?

What is and how to make a Digital Marketing Plan

Before we start, let’s first define what digital marketing is and why it is so important for the growth of your company.

Well, digital marketing, also known as online marketing, online marketing or digital marketing, is the radical evolution of marketing thanks to new technologies and the popularity of the internet.

This new marketing allows companies of any size to publicize and promote products or services through different digital strategies to achieve business objectives.

What is a digital marketing plan and what is it for?

A digital marketing plan is a written and structured document that specifies the strategies, tactics and actions to achieve the objectives that have been set in the company.

This document details the tools, the budget and the schedule that must be carried out so that no action is left out.

What we must be clear about is that a marketing plan should not be something improvised in any way.

For this plan to be successful, the marketing objectives must be aligned with the strategic objectives of the business , in this way, all the actions that are carried out will contribute to the achievement of these objectives.

Benefits of creating an online marketing plan

What is and how to make a Digital Marketing Plan


If your company already has a digital presence or is just starting on the internet, having a digital marketing plan is essential, that is, yes or yes, you must have it. This is what separates the successful companies from the unsuccessful ones.

The benefits of having an online marketing plan turn out to be very positive for companies that take this work seriously. Here are some benefits:

  • You will have a global vision of the needs of the market, your competitors and your current situation.
  • It allows you to identify who you are targeting and why you are doing it, but also to know how to help your potential customers.
  • It is a roadmap so as not to deviate from the path.
  • You will invest the marketing budget well with a clear return
  • It allows you to measure and check what works and what doesn’t within your Digital Marketing strategy.

What should your online marketing plan include?

What is and how to make a Digital Marketing Plan

A digital marketing plan should not be a tedious document with dozens of pages that no one is going to read. It must include everything necessary so that everyone in the company can align and understand where the efforts are pointing. An online marketing plan must have the basics:

  • Your business mission and value proposition
  • A detailed description of your target market – ideal client
  • A current assessment of your digital marketing (strengths, weaknesses)
  • Analysis of the strongest competitors
  • The budget allocated to digital marketing
  • The customer acquisition and sales processes
  • The action plan and strategies by channel within the online presence
  • Promotions and offers strategies

How to make your strategic marketing plan

Here are 7 steps with which you can make a strategic marketing plan for your company.

Step 1 – Define your business model

A business model is an analysis tool that allows companies to know who they are, what they do, how they do it, at what cost, with what means and through what sources they generate their income. Defining your business model is knowing what your DNA is.

Why do we touch on this topic before making the marketing plan? well, because first you must validate that your business idea is going to generate value for your customers and partners. If your business model is not viable, everything you do from then on will be a complete mistake.

If you don’t have a business model yet, we recommend learning about the   Model Business Canvas methodology .

Here’s an example of what the Canvas should look like for a business.

Step 2 – Conduct a situation analysis

To make your digital marketing plan, it is important in this step to carry out an analysis of the company’s situation with aspects related to:

  • what the company does
  • where do you want to be
  • How is the environment where it operates
  • who is the competition
  • How is the online marketing situation,
  • etc.

Review your vision, mission and strategic goals

digital marketing plan

Although this point is part of the strategic planning of your company, it is important to first understand the business to align the objectives of the digital marketing plan with the objectives of the company. For this, we will review the following:

  • Vision of the company: At this point we identify where the company wants to go in a given time. I mean, what does it look like in 3 or 5 years?
  • Mission: Here we understand the purpose of the company; what it does, why it does it and for whom it does it.
  • Strategic objectives: In our marketing plan we must align the objectives of the digital marketing plan with the objectives of the company.

Analysis of digital assets

digital marketing plan

If your company has already launched online marketing strategies , it is important to review what has been done so far. For this, we are going to analyze it in 7 important points:

  1. Website: the website is the main asset of digital marketing, therefore you should review some aspects such as: do you have a blog, does your website have forms to capture data, what CMS is the website made of (wordpress, wix, joomla) , loads fast, is it optimized for all devices?
  2. Content: Is the blog updated, is there an editorial calendar, content plan, downloadable materials, etc.?
  3. SEO positioning: Do you occupy the first positions in google, are you generating organic traffic, what words are positioning your website?
  4. Social networks: How often are they updated, what type of content do you share, how much your audience interacts.
  5. Email marketing: If you already have an email marketing strategy, analyze the number of subscribers, the best campaigns, open rates, click rates, cancellation rates, etc.
  6. Online advertising:  Here you can take a look at the metrics on facebook ads, google ads, linkedin ads, cost per lead, budget, etc.
  7. Web analytics: If you already use Google Analytics, you can analyze the traffic of visits to the website, most visited pages, pages with the most exits.

SWOT Analysis

The SWOT matrix is ​​a tool that allows us to diagnose the internal and external situation of our company in 4 variables: Weaknesses, Threats, Strengths and Opportunities.

Being a planning method, it allows us to formulate strategies to take advantage of the opportunities detected, as well as being prepared against threats and weaknesses using our strengths.

  • Weaknesses: Weak points (what can we improve on? what are we doing wrong? etc.)
  • Threats: How the environment affects us (what are my competitors doing, can any change affect the development of the business?, etc.)
  • Strengths: Everything that makes us competitive (what are the company’s greatest advantages? What do we do well?, etc.)
  • Opportunities: What we can take advantage of in the environment (sector growth, new technologies, interest rates, etc.).

Here you can take advantage of the previous point to add the analysis of digital assets to define strategies that allow you to improve your digital presence.

Step 3 – Identify your target market

We believe that this is one of the most important points in the creation of a digital marketing plan , and it is a point that most marketers tend to take lightly or ignore.

To identify our target customer, we use the buyer persona methodology . Let’s see what it is about next.

Buyer personas are a semi-real representation of your ideal client based on real data and information from your current clients. The buyer persona methodology is used to better understand your ideal clients in order to develop more effective strategies taking into account some characteristics of our clients such as:

  • demographic profile
  • Behaviour
  • Needs
  • Specific concerns and problems

Identifying your ideal clients will allow you to guide all your efforts with great precision, saving time and money to define objectives and strategies that can be achieved.

Step 4 – Define your goals in the digital field

The fourth step in our digital marketing plan is to define the objectives that we want to achieve in a given time. The marketing objectives must be 6 or 12 months at the most.

SMART goals

digital marketing plan

To define the objectives of our online marketing plan , we are going to use the SMART methodology. These objectives are characterized by being effective or intelligent, allowing us to follow some guidelines to define them correctly and help us achieve what we want.

  • Specific (S): The objective should be as specific as possible. Anyone who knows your goal should know what exactly you are trying to achieve.
  • Measurable (M): The objective must be measurable, so it must be a quantifiable goal.
  • Achievable (A): Must be ambitious and challenging, but possible to achieve.
  • Relevant (R): It must be important for the company so that it works to achieve it.
  • With a defined time (T): With a defined time horizon to materialize.

Types of objectives in your digital marketing plan

We can define digital marketing objectives taking into account the conversion funnel , that is, defining objectives that go from the stage of making your company known, attracting prospects, to converting them into customers of your company.

Example of objectives in your marketing plan
  • Attraction: Reach 3,000 monthly website visits through any medium by June 30, 2021.
  • Conversion: Increase the conversion rate to 20% by June 30, 2021.
  • Sales: Sell to 30% of the leads in our database by June 30, 2021.
  • Loyalty: Achieve by June 30, 2021 that 40% of our customers make repurchases of our products.

Once the marketing objectives have been set , it is important to define the KPIs (Key Performance Indicators) in order to measure the progress of the objectives.

Step 5 – Define an action plan: marketing strategies and tactics

Once we are clear about the objectives that we want to achieve and our buyer persona, it is time to define the strategies and tactics to know which path we are going to follow. First, let’s clarify that strategy and tactics are not the same thing. Let’s look at the concept of each.

The strategy: They are made up of a set of applied tactics whose purpose is to achieve the defined objectives.

Tactics: They are a set of actions that are intended to implement what is established in the strategy.

Some strategies that you can define for your digital marketing plan are:

  • Social media strategy
  • content strategy
  • Strategies in paid media
  • Web positioning strategy
  • Among other

The strategies you choose will depend on the situation of your company and the budget allocated to the digital marketing plan.

Examples of strategies and tactics

Suppose we have defined our goals, and we are going to plan the strategies and tactics to achieve them.

Objective 1: Increase the number of visits to the website by 15% for the next 3 months through organic traffic.

  • Strategy: Content Strategy
  • Tactic: Create a corporate blog with topics that are of interest to our audience and have a good search volume.

Objective 2: Generate 1,500 leads from any online source for the next 3 months.

  • Strategy: Content Strategy
  • Tactic: Use downloadable formats like guides, ebooks, templates, or a webinar.
  • Tactic: design a capture page with an attractive design so that they leave us their data.
    Strategy: Paid media strategy or digital guideline
  • Tactic: Design campaigns with paid ads through facebook ads and instagram to speed up lead generation.

Step 6 – Calculate the budget of your marketing plan

digital marketing plan

Defining the digital marketing budget is one of the most important steps for your online marketing plan.

Once we have clear information about the company, the objectives, strategies and tactics, it is very important to define the budget for the marketing plan since you must ensure the resources to execute the defined strategies.

Executing marketing strategies cost money, and here you must take into account:

  • The company’s marketing team
  • The budget for online advertising
  • And the marketing tools to be used

You must keep in mind all the variables so that all the actions within your digital marketing plan have a defined budget , and thus, you can develop your strategies without problems.

Step 7. Measure and analyze

All the actions of your digital marketing plan must be measured to know if you are really meeting your objectives. For this reason, use the data that each platform throws up and analyze them. It also defines how often you are going to evaluate the performance of the campaigns.

Examples of digital marketing plan

More than theory, seeing what others have done is what helps the most in the learning process. For this reason, we leave you some examples of a digital marketing plan in pdf so that you can be inspired.


It doesn’t matter if you are a large, small, new or established company. If your company is already on the internet or you want to take that step towards digital, you need to have a digital marketing plan to get results.