Many of us can recall a moment in high school when we were sitting in math class and thinking, “When am I ever going to utilize this stuff in the real world? ”
And then we suddenly discover ourselves in the real world, simply to realize that numbers actually do play a pivotal role in what we do — particularly in digital marketing.
The trouble will be, many marketers are right-brained, meaning Excel spreadsheets full of numbers and formulas usually are all that inviting. Making them from the beginning can be especially intimidating.
While we won’t argue with this, we will say that the advantages of leveraging Excel’s functionality to organize info and streamline tasks are unparalleled. To help those of you looking for a way to sharpen your abilities, we’ve put together a detailed list of ways you can start using Excel in order to simplify your marketing duties. Complete with templates, these suggestions will have you making strides in no time. Know what’s better yet? You can download this complete collection of Excel templates in one dropped swoop.
1 . Marketing Budget Template
While marketing budgets change from business to business, the need for structure and a clear sense of alignment between your goals and your spending is critical throughout the board. To ensure you’re generally prepared for unanticipated costs, it’s important that you’re not only allocating your budget thoughtfully and properly, but that you’re also monitoring how closely you’re sticking to your projected expenses.
In order to avoid a mess at the end of the particular month or quarter, have a look at this collection of 8 marketing and advertising budget templates, designed to help you organize your marketing invest better. From product advertising, to website redesign, in order to content marketing, to events, these templates serve as helpful tips for marketers to visualize and track their costs to avoid overspending.
The collection also contains a master advertising budget template that’ll assist you to generate a high-level visualization of your marketing budget on both a month-by-month and quarterly basis.
2 . Social Media Posting Schedule
You might currently use a social media scheduler to control and publish your posts every week, but you still need a place to draft your social copy and decide which posts will go to which social networks.
And because most social media schedulers allow you to upload social post copy to conserve, from a spreadsheet, it behooves you to have an Excel template designed for this purpose. With that in mind, we created the Stand out template shown above.
This social media posting schedule allows you to draft each social post, the date/time it is to be posted, the message you want to publish, and any hyperlink you want to accompany your message (that link could be a post, registration page, an e-book landing page, you name it).
Once you’ve drafted all of your social posts for the week, month, or quarter, you can sort them by social network and upload your Excel file into your social media platform of choice.
3. Marketing Dashboard with regard to Excel
There’s no lack of data to monitor with regards to marketing, and if it feels like you’re getting too far in the weeds or missing important details when it gets as well granular, a marketing dashboard can help.
This particular tool enables you to enter metrics by campaign, which will auto-populate visual plus easy-to-read charts. As a result, you can use visualize the effectiveness of spending plus activity across multiple endeavours.
4. Blog Editorial Appointments
Blogging plays a significant role in your ability to get visitors and leads to your site. But managing a blog any of those responsibilities that’s easier said than done.
Whether you’re struggling with ideation, consistency, or simply just deficient organization, an editorial diary can often serve as the solution you have to refocus your blogging attempts and generate even more visitors and leads from your articles. Visualize the blog posts you intend to publish in a given 7 days or month makes it easier to define overarching themes, keep an eye on ideas, manage contributions, plus prioritize strategic distribution.
Utilize this editorial calendar template as the starting point for keeping track of all of your business’ content. It’ll assist you to be more mindful of topic selection, buyer personas, key word inclusions, and CTA alignment.
5. Monthly Marketing Confirming Template
Is there a feeling sweeter than hitting all of your goals for the month? How about communicating your success to your boss? Excel spreadsheets can be used to prepare comprehensive reports of the marketing metrics to send off to your boss — plus there’s no need to work from scratch. (After all, you’ve currently so worked hard this month. )
To simplify your reporting, check out these types of monthly marketing metrics layouts (and the corresponding PowerPoint template). Each, month, you can update them quickly and easily to reflect your monthly appointments, leads, customers, and conversion rates. From there, you’ll have everything you need to accurately track and review on which channels are carrying out best. Every boss likes to see ROI, so you cannot go wrong with these templates.
six. eCommerce Planning Kit
eCommerce stores come with a large amount of moving parts, so planning ahead can save you time and heartache later.
This kit includes a advertising plan that guides a person through market research, target market, channels and vendors, and more. As soon as your eCommerce store is definitely live and running, you can use the conversion template to performance across vendors plus platforms where products are listed to give you a holistic look at of your efforts.
7. CLEVER Goal Matrix
Whether you’re planning for a new 12 months, quarter, or month, identifying a clear set of goals is critical for driving the direction of your marketing efforts and priorities.
Do you need help not only setting marketing objectives, but actually achieving them? Begin with these SMART goal planning templates. Rooted in specificity, measurability, attainability, relevancy, and timeliness, these templates can help you set your team up to achieve your goals while providing you with a tool regarding identifying your greatest marketing needs.
8. On-Page SEARCH ENGINE OPTIMIZATION Template
When it comes to SEO, there’s a lot for marketers to remember in order to see outcomes. (Put another way, there’s a lot for marketers to forget. ) With search engines evolving and algorithm changes switching your existing strategy on its head from time to time, it could be easy to feel overwhelmed and push off revamping your SEO strategy. However , SEO should never be treated like an afterthought.
If you’re looking for the light at the end of the tunnel, pull-up this handy SEO design template created in Excel. Made to make the process of managing your own SEO efforts a whole lot easier, marketers can use this design template to guide their strategy step by step or pass it off to their webmaster to serve as a helpful guide. It focuses on not keywords and SEO best practices while giving tips and tricks to identify nuances plus increase productivity.
9. Search engines Ads Campaign Tracker
If you’re doing your Google Ads campaigns right, they possibly aren’t exactly walks within the park. That’s because to obtain the most bang for your buck, you’ve setup multiple campaigns with several ad groups and have variations of your campaigns — every with different content. Not only that, if you’re (hopefully) also keeping track of those campaigns to determine which ones in order to shut off, add more money to, or tweak.
Sounds like a lot to keep track of, right? Yet take a deep breath. This Google Advertisements tracking template can keep a person on top of your Google Ads video game. It’ll help you catch mistakes and implement best practices throughout all the different campaigns and ad groups you’re running — for the top, middle, and bottom of the funnel. As well as, it’s a perfect complement to that particular SEO template you’ve began using.
10. Social Media Content Calendar
Since you are probably generating tons of clicks from your Google Ads advertisments and writing awesome content material thanks to your blogging content calendar, you’re going to need several help figuring out how to spread the love on social. We’ve got just the thing.
The social media calendar template may be the perfect resource for helping you size and streamline your social media marketing. When you use Excel to break away separate worksheets for each social networking you’re using, you’ll be able to keep a repository of content material ideas so you’re by no means struck by writer’s obstruct, and always have something to post.
It’s also worth mentioning that will Excel really comes in handy when it comes to Twitter, as it has the ability to count your characters to assist you write tweets that stay within the 140 character limit.
11. Product Launch Program
A well-executed product launch can be a key differentiator for successful marketing and early adoption, and the right program can give you clarity and purpose as you move forward and mention the new product’s existence for your customers and prospects.
The product launch plan can help you manage your thoughts around competitive analysis, positioning, and product technique. It even goes as long as to help you brainstorm pains, proof points, and key messaging for campaigns.
12. Business lead Scoring & Tracking Design template
It’s no secret that sales and marketing and advertising are known to have a pretty rocky relationship history. Product sales might think marketing just isn’t generating enough leads, while marketing might think their sales reps aren’t taking advantage of the leads they’re delivering over. When it comes down to it, although, finger-pointing doesn’t grow a business.
In an effort to better align your sales and marketing teams, turn to this template for producing a service-level agreement (SLA). Generally speaking, an SLA is really a contract that defines the expectations sales has designed for marketing leads (both volume and quality), as well as the requirements that marketing has pertaining to how sales will take action on qualified leads.
With this particular customizable SLA template inside your toolbox, you’ll have the information you have to reduce tension, define the concrete monthly lead generation goal, track and measure the achievement of specific lead generation stations, and keep close tabs on your present sales close rates.
thirteen. Leads and Traffic Objective Calculator
You have to established a leads goal, however, you don’t know where to start. Then, as soon as you finally figure that out, you have to determine how much traffic you need to hit that goal… but you’re not sure what approach to take there, either.
Seems like you could use hand calculating your own leads and traffic goals. Luckily, there’s an Stand out template for that. Rather than try to sort of these numbers by yourself, this template is designed to care for the math and make you with a clear picture of what you need to accomplish in order to achieve your own traffic and leads targets and ensure the health of your inbound marketing strategy.
14. Important KPI Tracker
If you are a fan of the monthly metrics template — item #10 on this list — you might want to grab a copy of the template as well. The essential KPI tracker, shown above, requires the metrics your advertising team has agreed to monitor and describes them much more detail.
KPI stands for “key performance indicator” — she or he is basically your most important metrics, each with a unique purpose and place in your marketing strategy. By using this template, you can assign particular employees to each KPI, define the frequency where you’ll monitor each KPI’s performance, and assign every KPI a color that reflects the quality of that KPI’s performance.
If one of your KPIs is organic traffic, for example , you can set up your template such that 100 page sights per month is red (poor performance), 500 page views/month is yellow (stable performance), and 1000 page views/month is green (great performance).
Data is any marketer’s friend, and even though spreadsheets look like they’ve been around forever, Ms Excel has so many features that still make it an incredible resource for displaying, organizing, examining, and parsing data. With a little bit of Excel magic, you can streamline your workflow and arrive at some a-ha moments from data insights.
Editor’s note: This post was originally published in Mar 2019 and has been up-to-date for comprehensiveness.