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How to Write a Simple Digital Marketing Strategy

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On this page · 11 sections

A digital marketing strategy for a small business can fit on one page. It answers six questions: what you want to achieve, who you’re trying to reach, why they should choose you, which channels you’ll use, what you’ll spend, and how you’ll measure progress. Writing those answers down before spending money stops the most common problem, which is doing lots of marketing activity without knowing whether it works. This guide explains each part of the one-page plan, with a hypothetical filled-in example, and how to review it every quarter.

Goals: what the business needs from marketing

Start with business goals, not marketing ones. “More followers” is a marketing activity. “Ten new maintenance contracts this quarter” is a business goal marketing can serve.

  • Make goals specific and measurable: number of customers, enquiries, bookings or sales.
  • Give them a time frame, usually a quarter.
  • Link them to capacity: there’s no point generating more work than you can deliver.

Audience: who you’re trying to reach

Describe your best customers in plain terms: who they are, where they are, what problem brings them to you, how they look for help and what makes them hesitate. One or two short descriptions are enough.

Use real information: your best past customers, the questions people ask in enquiries, and the words they use in reviews. These shape both the message and the channels.

Offer and message: why choose you

Write one or two sentences on what you offer, who it’s for and why it’s a better choice than the alternatives, including doing nothing. Then list the proof you have: reviews, examples of work, credentials, guarantees you genuinely offer.

If you struggle to write this, the problem may be the offer rather than the marketing. Clear prices, faster turnaround or a specialism can make every channel work better.

Channels: where you’ll show up

Choose a small number of channels that match how your customers buy and that your team can keep up. For most small businesses, that means foundations first (website, Google Business Profile, reviews, tracking), then one channel that captures existing demand, such as search, and at most one that creates new demand, such as social ads.

This is a decision of its own, covered in which marketing channels a small business should focus on.

Budget: what you’ll spend

Work back from the goal: customers needed, enquiries needed to win them, and what an enquiry is likely to cost. Add fixed costs such as your website, tools and content, and keep a small reserve for testing.

The full method, with a worked example, is in how to set a small business marketing budget.

Measurement: how you’ll know it’s working

Decide what you’ll track before you start. Record where every enquiry comes from and what happens to it, so you can calculate cost per customer by channel.

Leading and lagging measures
TypeExamplesWhy it matters
LeadingSearch impressions, ad click-through rate, website visits, engagementShows early whether activity is reaching people
LaggingEnquiries, customers, revenue, cost per customerShows whether marketing is paying off

For the set-up, see how to track which marketing brings in enquiries.

A one-page plan: hypothetical example

One-page marketing plan for a small accounting practice
PartPlan
Goal12 new monthly bookkeeping clients this quarter
AudienceOwners of small service businesses within a one-hour drive, doing their own books and short of time
Offer and messageFixed monthly bookkeeping with a named accountant; prices published; proof from 40+ Google reviews
ChannelsWebsite service pages and Google Business Profile; Google Search ads for bookkeeping searches; monthly email to past enquiries
BudgetAd spend sized from 48 enquiries at an estimated cost per enquiry; tools and content listed separately; small testing reserve
MeasurementEnquiries and clients by source in the CRM; monthly cost per new client; quarterly review

Review it every quarter

  1. Compare results against the goal, by channel.
  2. Keep what’s working, fix what’s close, and stop what isn’t after a fair test.
  3. Update the audience and message with what you’ve learned from enquiries and sales conversations.
  4. Reset the next quarter’s goal and budget.

Where AI fits

AI tools can speed up drafting, research and reporting, but they don’t replace the decisions on this page. Use them to do the work faster, and check their output for accuracy before it reaches customers.

Common strategy mistakes

  • Starting with channels instead of goals and customers.
  • Trying to be everywhere at once.
  • No budget logic, so spend is set by habit or guesswork.
  • No tracking, so nobody knows what worked.
  • Writing a long plan once and never reviewing it.

Common questions

What should a small business digital marketing strategy include?

Goals, audience, offer and message, channels, budget and measurement, ideally on one page, reviewed every quarter.

How often should I update my marketing strategy?

Review results monthly and update the plan quarterly, or sooner if the business changes significantly.

Do I need an agency to write a strategy?

No. Most owners can write a useful one-page plan. An agency or consultant can help challenge it and carry out the work.

Sources

  1. Conversions vs. key events in Google Analytics Google Analytics Help
  2. Creating helpful, reliable, people-first content Google Search Central

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