The Marketing Planner is designed to help you plan out and break down your marketing activities for the year. We start the planner with the Quarterly Overview so that you can set your focus for each quarter and then break it down into monthly goals.

Each quarter and month have templates for you to fill out. This helps you refine your marketing messages into Lead Magnets, Blog Posts, Social Media, Video Content, and Newsletter plans.

Then most importantly, we have our Stats Trackers and Reviews to help you track and measure your results.


Marketing Planning needs good tools to help you implement the journey ahead, so we have put together a list of our favourite tools to help you market your business.

Our marketing tools include things like:

  • Planners
  • Mailing platforms such as Mailchimp, Active Campaign, or MailerLite
  • A video editor like WeVideo, Wave or Animoto
  • Graphic creation tools such as Canva, Easil, or Adobe
  • Social media programmer like Meet Egdar, Social Bee and Later
  • Insights from places like Google, Facebook, and other social media
  • SEO tools to help you rank your website
  • Lead collection
  • A CRM to track it all


  • MeetEgdar – Your evergreen content sharing friend for Facebook, Twitter, LinkedIn automating your social media posts
  • Missinglettr – Takes your blog post and creates 12 months worth of social media content for you
  • Rev.Com – For transcribing your audio files and putting captions on your videos
  • – For taking your Facebook Live videos or podcasts and turning them into YouTube content
  • Later – Spend less time posting to Instagram and more time growing your business. Intuitive and easy to use, you can start scheduling Instagram posts in minutes. No notifications required! Auto publish is available for Instagram business profile.
  • TailwindIs a great app that can do both Instagram and Pinterest planning a great use of 5 minutes
  • Google Talk to Type – To talk out your ideas and turn them into text
  • Google Alerts – To notify you when you are mentioned on the web


  • Canva – Great for setting up your branded images on both desktop and mobile
  • Easil – Is a DIY design secret weapon with easy-to-use brand tools that will ensure your designs are used in the right way by your team, every time
  • Wordswag – Allows you to create beautiful custom text layouts with images that would normally take minutes – or even hours – with just a tap


  • Lumen5 – Takes your blog post and create a video from text using stock images and videos
  • Invideo – A jam-packed video tool that has a social calendar of video ideas you can tap into
  • Animoto – Makes video creation super easy with amazing templates you can use with your own images or their stock library 
  • Headliner AppIf you are a podcaster you are going to love this app. Takes snippets of your podcast episodes to promote it as a video
  • Pictory – Uses AI to easily convert long-form video and text content into short branded videos for social media
  • Wave – A video marketing platform that allows you to create and repurpose videos for any marketing channel


  • Wisestamp – For email signatures that standout and market your business
  • Salesflare – An intuitive, automated, and intelligent sales CRM for small businesses
  • Mailerlite – An easy-to-use email marketing platform designed to help you grow subscribers and build stronger relationships
  • Mailchimp – The all-in-one integrated marketing platform for small businesses


  • Designrr – A powerful content repurposing tool that creates ebooks, blog posts, all from various different content sources
  • Interact Quiz Maker – Create online quizzes that generate leads, segment your audience, and drive traffic to your website
  • eWebinar – Automated webinar solution, set on a schedule, which combines pre-recorded video with real-time interactions and live chat to deliver a delightfully engaging experience for attendees

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