With this setup, your personas become a driving force for tactics instead of an afterthought. Choose between these 6 free and amazing Marketing templates to find the best fit for your marketing team. Editor's note: This post was originally published in March 2019 and has been updated for comprehensiveness. So how can you create great marketing campaigns? To do this, highlight the formatting youd like to copy, then click on the paintbrush icon (on both Excel and Google Sheets) and then select the area youd like to apply the formatting to and click the paintbrush again. is handy for planning marketing and transactional emails. If you dont have a blog yet, skip this spreadsheet. Marketers always need an edge. These can add up! Influencer Marketing Template (Influencer). They offer great instructions on how to use it. Instead of putting it up on a shelf, periodically crack it open, make strategic updates, and use it! In Excel, to copy a value from the cell above, use Control + D. To copy data from the cell to the left, use Control + R. Google Sheets works a little differently here, but you can still use a shortcut to fill cells to the right and below. The best marketing templates that Vertex42 provides are the Project tracking template and the Timeline template. hbspt.cta._relativeUrls=true;hbspt.cta.load(53, '7912de6f-792e-4100-8215-1f2bf712a3e5', {"useNewLoader":"true","region":"na1"}); Originally published May 30, 2022 7:00:00 AM, updated May 30 2022, 18 Best Free Microsoft Excel Templates for Marketing & Sales, take a look at this collection of 8 marketing budget templates, check out these monthly marketing metrics templates. doing great work for our existing clients. But, using spreadsheets to organize and manage all of your systems can help you improve your workflow. If one of your KPIs is organic traffic, for example, you can set up your template such that 100 page views per month are red (poor performance), 500 page views per month are yellow (stable performance), and 1000 page views per month are green (great performance). Learn more about how we use cookies. You should visually represent data in a way that is intuitive to read. For a full rundown on UTMs, we turn to Niel Patels ultimate, 5. Track your social media marketing with week-over-week data. It stores data and has tools for data analysis. Use for: Efficiently auditing your PPC keywords & search queries to identify top performers based on ROAS. This social media posting schedule allows you to draft each social post the time it will post, the message you want to publish, and any link you want to accompany your message (blog post, registration page, an ebook landing page, etc). track them. Learn the strategies and tactics to take your social media marketing to new UTM codes are snippets of text added to the end of a URL to help you track where website traffic comes from if users click a link to this URL. You can download a kit of Excel templates in one fell swoop. But take a deep breath. Recently Buffer released 15 FREE templates for social media marketing and management. Use for: Forecasting budget based on historical data and determining projected performance. Instead of focusing first on the end goala smart value propwe recommend starting with the problem. Heat Map does this for you with your Google Analytics data. One of the most important things about this scorecard is that its 100% manual. The way that we send the form from WordPress Forms to our Google Sheets Lead Form is through a tool called Zapier which connects software APIs through no-code integrations. If you find early traction with your program in the first 90 days, we recommend transitioning to a tool to help manage as you scale. By tagging your URLs with UTMs, you can get a good understanding of how your visitors interact with your website, allocate budget more efficiently, and cut out anything that isnt working. A higher engagement rate typically spells out a wider reach and stronger influence. Overall, it helps strengthen the strategy that you build for your company. If you wanted to discover the page views on your blog generated by posts written a certain author or count only data from users in a specific cohort, it could take a while to figure these out manually. One of our team values at Tuff is to work smarter, not harder. When I work with spreadsheets, I love to use borders to help me break up the data and make a sheet easier to understand. Start building this list with the person's name, title and company, location, and contact information. And instead of subjecting yourself to trial-and-error processes that would certainly waste time, you can use the following marketing templates to expedite your companys success in marketing, sales, and project management. If youre doing your Google Ads campaigns right, they probably aren't walks in the park. That's because, to get the most bang for your buck, you set up multiple campaigns with multiple ad groups. Get the templates here: Hubspot Free Marketing templates. To do this, simply select the cells youd like to show as percentages and press Control + Shift + 5. There is no shortage of data to monitor when it comes to marketing, and if it feels like you're getting too far in the weeds or missing essential details when it gets too granular, a marketing tracker like the above dashboard can help. Step 8: Choose the Google Account associated with where your spreadsheet is housed. The right plan can give you clarity and purpose as you move forward and announce the new product's existence to your customers and prospects. For many of the growth marketing spreadsheets linked below, you can download as an .xls file to use and customize in Excel or Google Docs. This template is great for people who were visual learners in school! Endless rows and columns full of numbers are more likely to give your colleagues a headache then clarity about the information you are sharing! Lucky for us, they also provide a lot of great freebies to their readers! Luckily, there's an Excel template for that. Sales forecasting is challenging, but this spreadsheet formula makes the process easier. Top 5 Google Sheets add-ons for Marketing, Top 10 free marketing tools for Google Sheets in 2021. Formatting spreadsheets to your liking can take quite some time. We were grateful to partner with HubSpot in creating the above calendar template. Thankfully, this shortcut is universal across Excel, Google Sheets, Mac, and PC. With search engines evolving and algorithm changes turning your existing strategy on its head, its easy to feel overwhelmed and push off revamping your SEO strategy. If you have over 100 leads coming in per day and need to send them down specific email drip funnel campaigns or assign them to specific sales managers, then a free CRM solution like Hubspot might be a better option for you. Step 2: Choose the Trigger Event of New Form Entry I hope you picked up one or two new tips and tricks for your spreadsheets here. Step 1: Select WPForms as your trigger For this, we used the formula: TRIM(Kevan Lee). BlogPlaylistsGuidesVideosPodcastsSpreadsheets, A/B Testing Your Landing Page to Reduce CAC: Tiny Changes & Big Result, How to Use Off-Page SEO to Supplement Your Growth Content, 5 Tips for Making Great (and Cost Effective) Video Ad Creative, From Google Ads to Reddit: How We Tested 7 Different Acquisition Channels to Get Better Applicants for Sabio. Use for: Managing and tracking your Instagram influencer marketing campaign. Use for: Building and visualizing your welcome email flow. The Hubspot blog is one of the leading online resources for marketers, consistently providing great tips and guides on how to improve your marketing efforts. It could be someone who has shown interest or someone who could benefit from your company. Tuff, Link to: Playlist: Creating a great place to work, Link to: Thats why we structure our tests bracket-style using this spreadsheet. Much like formatting numbers as currency you can also format numbers as a percentage using a neat shortcut. You will also need to keep tabs on how closely youre sticking to your projected expenses. Each month, you can update them quickly and easily to reflect your monthly visits, leads, customers, and conversion rates. The essential KPI tracker, shown above, takes the metrics your marketing team has agreed to track and describes them in more detail. If youre Uber, heres how we would approach it. This can be helpful when you have specific monthly targets you want to hit. Because we want to really dig into understanding what ad creative is performing the best, our team uses this spreadsheet to pull the core performance metrics for our paid campaigns on Facebook and Instagram. Use for: Understanding which campaigns are driving meaningful results. Performance-based influencer campaigns can drive revenue and user growth if you can tap into the right communities. Carly also recommends these free Excel templates for marketers. We like it so much that we have one for Tuff that we look at weekly as a team. Hubspot offers several great templates for managing content with spreadsheets. This proposal gives details on how we execute tactics, our prioritization process, and what working together looks like. Benefit: A guaranteed ride and a predictable timeline. These quotes work great as images also. When it comes to optimizing paid search campaigns, keyword optimizations can oftentimes be time-consuming, scattered, or even worse ineffective. I have a question. But great creativefrom ads to emails to landing pages and beyondis a critical part of the equation. It will also ensure the health of your inbound marketing strategy. One of our favorite features: It includes a sheet to store your best evergreen content and updates so that you can quickly grab something to share in a pinch. strategies that work, Link to: Playlist: Create content that drives better traffic. LinkedIn You wont have to sort through these numbers on your own. This product launch plan can help you organize your thoughts around competitive analysis, positioning, and product strategy. We like it so much that we have one for Tuff that we look at weekly as a team. Designed to make the process of managing your SEO efforts a whole lot easier, marketers can use this template to guide their strategy step-by-step or pass it off to their webmaster to serve as a helpful guide. We also think dashboards are a little overrated. It can be a bit of a puzzle to see your social media results in context. Easy-to-grab, inspiring quotes to share on social media, Some of our most highly engaged social media content is quotes. To use this trick, simply highlight the cells you wish to update and press Control + Shift + 4. It even goes so far as to help you brainstorm pains, proof points, and key messaging for campaigns. A LOT of questions. Now, we use Buffer Analyze to measure, track, and report our social media performance. Both Excel and Google Sheets have a button to add borders, but they also have some super-handy shortcuts: PC and Mac (substitute Alt for the Option key on Mac): If you have some data youd like to quickly turn into currency, theres a super quick solution to help you out. Once 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. Data is any marketer's friend. We tested it out on our own and its quickly become a go-to for our team when we need to prioritize campaigns, identify new experiments, and find big wins for our partners. You could spend days learning what each of them means, let alone how to If you want to avoid a mess at the end of the month or quarter, take a look at this collection of 8 marketing budget templates designed to help you better organize your marketing spend. If youre not ready to commit to a project management software like HubSpot Projects, you can still manage your projects and processes with a spreadsheet. Excel will then estimate the range of cells youre trying to combine and in one step give you the total. Here are a few ideas to get you going: Know which posts are seeing the most traffic, and when. Follow the steps to do so. Adding multiple lines of text within the same cell is often a puzzle for spreadsheet users. Well have two almost identical campaigns running in our paid channels, but with the ads pointing to two different landing pages. Facebook Weve used the Moz One Metric spreadsheet to track the performance of our blog posts and even re-engineered it to work with social media updates. (Thanks to the HubSpot team for turning us onto waterfalls.). Step 7: Choose your action event. Well, thats up to you. Well take the winner, and pit it against the next iteration of the landing page, keeping all the data organized in this spreadsheet. Use for: Knowing which posts are gaining the most traffic. When it comes to SEO, there's a lot for marketers to remember to see results. By tagging your URLs with UTMs, you can get a good understanding of how your visitors interact with your website, allocate budget more efficiently, and cut out anything that isnt working. Wed love to help. This structure has helped us get higher retention rates and increase revenue. Step 14: Once your test returns a positive result, then click continue and turn on your Zap. You end up with experiments that hit the mark more often because theyve passed the persona check. Spreadsheets can also be used to manage social media posts and campaigns, blog calendars, SEO, ad effectiveness, web traffic, and many other metrics. 5 Growth Marketing Steps to Take Now, Growth Marketing Tips to Turn Your Crowdfunded Product Into a Sustainable Business, 9 Ready-to-Go Growth Marketing Spreadsheets Startups Can Use to Boost Productivity, 9 How to Set a Testing Budget For New Acquisition Channels. While pulling the data from various sources takes time (about 10 minutes each morning), it gives you an opportunity to really look at the data, dig into what its telling us, and then make smarter optimizations and budget allocations. 12. If you have any questions or remarks on this post, please visit our support page and do not hesitate to contact us there! A WIP (work-in-progress) template is essential to keeping track. Finding or building the right ones and figuring out how best to use them can be time-consuming tasks. To use it, simply type the following formula into the Formula Bar: Heres an example, to remove the unwanted spaces before a name in our spreadsheet. 4 Proven Strategies to Improve Your Retargeting Ad Campaigns, From 1,018 Applications to 2 New Tuff Team Members. In Google Sheets, Autosum works a little differently. Keen to increase your Instagram engagement? Problem: I waste my time standing on a street corner trying to flag down an empty taxi. set benchmarks and baselines for our social media marketing, re-engineered it to work with social media updates, 54 Excel Shortcuts You Really Should Know, Social Media Customer 4. In Column K, youll find a ROAS calculation equipped with Conditional Formatting that will provide you with a quick visual representation of your Keyword success. As a result, you can visualize the effectiveness of spending and activity across multiple initiatives. SUMIF allows you to add up cells that meet certain criteria. For a full rundown on UTMs, we turn to Niel Patels ultimate UTM guide here. It also helps you know how much you need in the bank to test and learn. From there, you'll have everything you need to track and report on which channels are performing best. If youre running multiple campaigns and experimenting quickly, its easy to lose track of your URLs. With a little bit of Excel magic, you can streamline your workflow and arrive at some a-ha moments from data insights. This is where the SUMIF function comes into play. Blog Post Traffic Tracker from Buffer (Content), social media and content spreadsheets here, 6. To use this spreadsheet, export your keyword report from Google Analytics for your chosen time period. Written by Carly Stec Even though spreadsheets seem like they've been around forever, Microsoft Excel has so many capabilities that still make it an amazing resource for displaying, organizing, analyzing, and parsing data. Read the following blog post to get more information and instructions on how to use the template. Planning ahead can save you time and heartache later. Try it, FeaturesTemplatesSecurityCustomersPricing, Terms of usePrivacy policyCookies policyPrivacy guide, Help CenterYouTube channelInstagramLinkedIn. A few rogue spaces throughout a sheet can make it difficult to work with the data. So many times, people spend a ton of time creating spreadsheets with important and valuable data that are really complicated to look at! Instagram advertising tips, Link to: Playlist: Increase reach, leads, and revenue with PPC It allows us to chart week-over-week growth and month-over-month growth, with sheets for the snapshot overview and each months performance. It's no secret that sales and marketing have a pretty rocky relationship history. Whether you're struggling with ideation, consistency, or simply just lacking organization, an editorial calendar can often serve as the solution you need to refocus your blogging efforts and generate even more traffic and leads from your content. And, what can I get in return? These free Microsoft Excel templates can help. Weve pulled together a list of the essential spreadsheets and templates we have used and improved to help prioritize experiments, run campaigns, and track growth for Tuff and our startup partners. Wow! It'll help you catch mistakes and implement best practices across all the different campaigns and ad groups you're running for the top, middle, and bottom of the funnel. To ensure your preparedness for unanticipated costs, you must allocate your budget thoughtfully and correctly. Reap the rewards of everything weve learned while helping businesses find traction and scale. Free and premium plans, Operations software. We have questions. The way that this spreadsheet works is simple. Once a prospect enters their information into our form, then that persons contact form information is sent directly to our Website leads Google Spreadsheet that is broken out by month. Installs, sign ups, and demos mean nothing if you cant keep your users which makes your onboarding email campaign incredibly important. For example, we have a batch of Facebook campaigns active right now, with 23 different audiences, using 23 different URLS. This will tell you who has an active audience. Free and premium plans, Sales CRM software. Its a powerfully simple way to measure performance. Once you add sales metrics into the picture, the complications increase. 2022 Tuff | We're a division of Goodway Group! And while many recognize it as a tool for calculating numbers and figures, its more than that. To better align your sales and marketing teams, turn to this template for creating a service-level agreement (SLA). In the below example we used the character (space) to split first names and surnames from the values listed in Column A. To insert a row above or column into a spreadsheet, you first need to select an entire row or column. Solution: A way to connect with an available driver and know exactly when theyll show up. this template for creating a service-level agreement (SLA). This formula sums the amounts in column D (range) when a value in column B (sum range) contains News (criteria). Housing your website signup leads for b2b and b2c businesses doesnt have to be complicated and doesnt mean you automatically need to upgrade to an expensive email service provider (esp) or customer relationship management (CRM) software. Know what's even better? This works best with larger budgets (below $1,000 per month is less effective) but as you ramp up, it can help you stay more efficient and effective with your spend. The Trim function works across both Google Sheets and Excel. Free and premium plans, Content management software. Our solution for a CRM is 100% free and utilizes tools that you likely already know about and some you might already use. Visualizing the blog posts you plan to publish in a given week or month makes it easier to define overarching themes, keep track of ideas, manage contributions, and prioritize strategic distribution. Note: the most important part of this exercise is to remember that even when youve scrutinized it, edited it, and rewritten it, its still a living document. And then we suddenly find ourselves in the real world, only to realize that numbers do play a pivotal role in what we do especially in digital marketing. For the data and dollar-sign driven types like founders and growth marketers, this can feel a bit daunting, but sharpening the language around why your customer/client should convert can streamline spend and make all other growth marketing activities work more efficiently. Especially when you want to dedicate your time to creating innovative and interesting content and campaigns. Step 11 Optional: If there are tabs in your spreadsheet, then choose which tab you want to send the data to. This shortcut is particularly useful to help ensure youre using consistent formulas throughout your sheet. Keep everything moving, finish projects on time, make your stakeholders happy. The results are pretty nifty: You can see the times when your site receives its most organic traffic, which might help you plan when to publish new posts or promote content. All of our leads are 100% inbound generated and referral driven, which speaks to our dedication to SEO Content Strategy and doing great work for our existing clients. Once we understand these goals, we can forecast budget based on historical data and determine projected performance using this spreadsheet. While this is easy to see in Google Analytics, pulling the data into a spreadsheet helps you benchmark performance more easily to identify content wins. Your styling will now be applied to those cells. Outside of calculations, the spreadsheet allows you to create social media schedules, editorial calendars, campaign trackers, and more. Being a superb educator is possible through being superbly organization. The blog post traffic spreadsheet from Buffer enables you to keep an eye on which posts are hitting your traffic goals and its also really great to keep an eye on what topics are performing best, too. To get started, Seer published step-by-step instructions for setting up the spreadsheet with your own Google Analytics data. Simply enter your social media data into the spreadsheet. Not only that, but you're (hopefully) also keeping track of those campaigns to determine which ones to shut off, add more money to, or tweak. With this template, you get all the data you need to monitor the life cycle and progress of your projects. Then, work right, circling back to the actual value prop as the last thing you do. Google Doc users can also go to File > Make a Copy to add the spreadsheet to their account, then edit. You could probably outfit an entire online marketing company with this great set of tools! It's also worth mentioning that marketing calendar Excel templates come in handy when using Twitter, as it can count your characters to help you write tweets that stay within the 280-character limit. On Google Sheets, the command is a little different: Thanks for reading! Using this template, you can assign specific employees to each KPI, define the frequency at which you'll monitor each KPI's performance, and assign each KPI a color that reflects the quality of that KPI's performance. They have a great blog and create valuable content for online and social media marketers. (Likewise, when we find some quotable inspiration, we add it to the sheet.). CoSchedule has created 6 FREE marketing budget templates to help you keep your finances on track this year. I cant even recall how many times I experimented and tried to figure this out before someone was gracious enough to teach me this amazingly simple keyboard command. Blogging plays a significant role in your ability to attract visitors and leads to your website. You have to set a leads goal, but you don't know where to start. Ellen is the founder at Tuff and one of the teams core growth marketers. To help speed this process up, you can use the Paint Format button to copy and paste formatting from one bunch of cells to another. If you are looking for some ideas on how you can use spreadsheets, check out these free marketing templates to get you started. Note: this post was updated in September 2021 with two new spreadsheets for Facebook and Landing Page ops. Then, on Excel, use Control + Shift and + (on Mac: Control + I) to insert a row or column (columns will be added to the right of the selected column). (After all, you've already worked so hard this month.). A well-executed product launch can be a key differentiator for successful marketing and early adoption. Using different headers, different font weights, and colors are a few strategies people can use to make their data more digestible. This post was originally published on October 15, 2014, and we have just updated This isnt an exact science but it helps us align as a team about what were trying to achieve based on specific targets. You also have variations of your campaigns all with different content. Free and premium plans. And in the above example, we used A2 as the string and (space) as the delimiter, making our formula: If youre using Excel, this handy guide from Microsoft will help you achieve the same outcome. With that in mind, we created the Excel template shown above. Whether you're planning for a new year, quarter, or month, defining a clear set of goals is critical for driving the direction of your marketing efforts and priorities. From product marketing and website redesign to content marketing and events, these templates serve as a guide for marketers to visualize and track their expenses to avoid overspending. She is a versatile marketer with expertise in multiple channels from ppc to seo to email to others responsible for the experiments and testing. By continuing to use our website, you consent to the use of these cookies. The information needed to build a prospect list is elementary. Here are some of the things we track in the audit spreadsheet: See at-a-glance which pieces of content are performing best. All of these spreadsheets are designed for Excel and come in the form of a direct download. Do we want to book more demos, increase sales, drive more leads?