2020 Marketing Planner

2020 WEALTHY & WISE WEBSITE & MARKETING PLANNER

Today is your day!

Make it amazing!

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Welcome & Congratulations!

I have always loved planners. As a creative, whose mind can easily
find exciting detours, my planner and Google Calendar are the
tools I rely on the most to help me stay on track.

Unfortunately, most of the planners I purchased over the years
turned me into a one-month-wonder. They quickly ended up at
the bottom of my pile of books because they didn’t fit my needs as
a business owner, mom, and woman on a mission to improve all
aspects of my life!

So, way back in 2010, I created my own planner to help me with my online marketing and life goals. I
ended up giving it to a few of my blogging besties and they LOVED it. I’ve been creating a planner
every year since. You now hold in your hands 10-years of improvements designed to help you make
this year your best year ever for your business and your life.

Setting aside an hour each week to use this planner is going to help you:
Find amazing clarity on what you need to be doing to reach your goals
Increase your website traffic and conversion rate = get more leads!
Get more social media engagement and followers
Earn more while working less (& stop wasting money on programs you don’t need!)
Celebrate accomplishing many more goals than any year in the past!

Also, I want to help you avoid becoming a “one-month-wonder” with your new planner, so I’m
creating an Accountability Program for anyone who wants help staying focused on achieving their
goals in the coming year. The Accountability Program includes:

Weekly Emails to remind you to do your planning and goal setting with tips on productivity,
marketing, and improving your website.

Quarterly Zoom meetings to connect, collaborate and ask questions
Go to the web address below to learn more about the Accountability Program:
https://wise-owl-marketing.com/accountability

I sincerely thank you for your purchase and welcome you to the Wise Owl Family!

I’m so glad you’re here!

:) Heather Stephens

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Copyright 2019 by wise-owl-marketing.com. All rights reserved.
You are welcome to print a copy of this document for your personal use. Other than that, no part
of this publication may be reproduced, stored, or transmitted in any form or by any means,
electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted
under Section 107 or 108 of the 1976 United States Copyright Act, without the prior written
permission of the author. Requests to the author and publisher for permission should be
addressed to the following email: [email protected].
Limit of liability/disclaimer of warranty: While the publisher and author have used their best efforts
in preparing this guide and workbook, they make no representations or warranties with respect to
the accuracy or completeness of the contents of this document and specifically disclaim any
implied expected results. No warranty may be created or extended by sales representatives,
promoters, or written sales materials. The advice and strategies contained herein may not be
suitable for your situation. You should consult with a professional where appropriate. Neither the
publisher nor author shall be liable for any loss of profit or any other commercial damages,
including but not limited to special, incidental, consequential, or other damages.
P.S. The links herein may be affiliate links, meaning that at no extra cost to you, I may make a
commission if you decide to purchase one of the linked items.

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TABLE OF CONTENTS

2020 Year at a Glance........................................................................................................................................................................... 6
2019 Yearly Review .................................................................................................................................................................................. 7
2020 Goals.....................................................................................................................................................................................................12
January............................................................................................................................................................................................................ 23
February ...........................................................................................................................................................................................................31
March ............................................................................................................................................................................................................... 39
April ................................................................................................................................................................................................................... 47
May..................................................................................................................................................................................................................... 55
June................................................................................................................................................................................................................... 63
July .......................................................................................................................................................................................................................71
August ............................................................................................................................................................................................................. 79
September................................................................................................................................................................................................... 87
October........................................................................................................................................................................................................... 95
November...................................................................................................................................................................................................103
December .....................................................................................................................................................................................................111
Weekly Planner & Wrap-up Worksheets............................................................................................................................ 119
Blog Content Planner & Checklist...........................................................................................................................................124
Content & Blog SEO Cheat Sheet .......................................................................................................................................... 126
101 Magnetic Fill-in-the-Blank Headline Formulas .................................................................................................. 128
Email Marketing Planning Worksheet ................................................................................................................................132
Million Dollar Marketing Funnels.............................................................................................................................................134
Marketing Campaign Planning Worksheets ................................................................................................................. 138

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January 2020 March
SMTWT F S SM TWT F S
Year at a Glance 1 234567
1 234 8 9 10 11 12 13 14
5 6 7 8 9 10 11 February 15 16 17 18 19 20 21
12 13 14 15 16 17 18 SM TWT F S 22 23 24 25 26 27 28
19 20 21 22 23 24 25 29 30 31
26 27 28 29 30 31 1
2 3 4 56 78 June
April 9 10 11 12 13 14 15 SM TWT F S
SMTWT F S 16 17 18 19 20 21 22
23 24 25 26 27 28 29 1 23456
1 234 7 8 9 10 11 12 13
5 6 7 8 9 10 11 May 14 15 16 17 18 19 20
12 13 14 15 16 17 18 SM TWT F S 21 22 23 24 25 26 27
19 20 21 22 23 24 25 28 29 30
26 27 28 29 30 12
3 4 5 6 7 89 September
July 10 11 12 13 14 15 16 SM TWT F S
SMTWT F S 17 18 19 20 21 22 23
24 25 26 27 28 29 30 1 2345
1 234 31 6 7 8 9 10 11 12
5 6 7 8 9 10 11 13 14 15 16 17 18 19
12 13 14 15 16 17 18 August 20 21 22 23 24 25 26
19 20 21 22 23 24 25 SM TWT F S 27 28 29 30
26 27 28 29 30 31
1 December
October 2 3 4 56 78 SM TWT F S
SMTWT F S 9 10 11 12 13 14 15
16 17 18 19 20 21 22 1 2345
1 23 23 24 25 26 27 28 29 6 7 8 9 10 11 12
4 5 6 7 8 9 10 30 31 13 14 15 16 17 18 19
11 12 13 14 15 16 17 20 21 22 23 24 25 26
18 19 20 21 22 23 24 November 27 28 29 30 31
25 26 27 28 29 30 31 SM TWT F S
1 234567
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30

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2019 Yearly Review

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2019 YEARLY REVIEW: WINS & CHALLENGES

What gets measured improves.

BUSINESS: MONEY IN MONEY OUT NET PROFIT # NEW CLIENTS # EMAIL OTHER:
Goal: OR LOSS SUBSCRIBERS TWITTER:

Actual:

SOCIAL FACEBOOK INSTAGRAM PINTEREST LINKEDIN YOUTUBE
AUDIENCE:

Goal:

Actual:

WINS: What accomplishments are you most proud of this year?

CHALLENGES: What didn't go as well as you expected? Why do you think it didn't go well?

GRATITUDE: What are you grateful for this past year?

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2019 YEARLY REVIEW: HAPPINESS & STRESS

Do more of whatever makes you happy!
FUN, JOY, ADVENTURE, BLISS:
What areas or activities of your life and/or business made you happy?

How are you going to incorporate more activities that make you happy in the new year?

STRESS & OVERWHELM:
What areas of your life and/or business caused you to feel stressed this past year?

What will you do to reduce that stress in the coming year?

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2019 YEARLY REVIEW: TOLERATING & DREAMS

The more you love yourself the less nonsense you will tolerate.
TOLERATING:
What have you tolerated this past year?

What can you do in the coming year to stop allowing these things in your life?

DREAM:
Imagine yourself at the end of this new year. What will you be grateful for?

What accomplishments will you be most proud of?

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NOTES

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2020 Goals

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YOUR NEW YEAR BUSINESS PLAN

“Someone's sitting in the shade today because someone
planted a tree a long time ago.” ― Warren Buffett

What do you want to be known for/as?

What is easy for you—so easy you take it for granted?

How can you best help your ideal clients?
What do you offer that gets the best feedback, results, engagement, etc?

How do you stand out from your competition? What do you offer/provide that they don’t?

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PLANNING YOUR NEW YEAR

“All successful people, men and women, are big dreamers. They imagine what

their future could be, ideal in every respect, and then they work every day
toward their distant vision, that goal or purpose.” ― Brian Tracy

How much would you like to earn this How many hours would you like to work
coming year? each week this coming year?

Where can you create more time leverage in your business?
Examples: creating group programs, outsourcing some of your work, etc.

In what areas would you like to expand your business in the coming year?
• Examples: Serve a higher-level client in my niche, grow my team, etc.

What products or services will you need to add to achieve your expansion goals?
● Passive Income: Digital Courses, Downloadable Products, etc.
● Recurring Revenue: Subscription Products, Retainers, etc.
● VIP Program: In-Person Intensives, Retreats, Events, etc.

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2020 CATEGORY GOALS

Things I want to accomplish this year …

HEALTH FAMILY SPIRITUAL

HOME FINANCES BUSINESS/CAREER

FUN ADVENTURE SKILLS

Set your intention or a theme for 2020:

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2020 QUARTERLY GOALS

“Setting goals is the first step in
turning the invisible into the visible.” - Tony Robbins

FIRST QUARTER SECOND QUARTER

THIRD QUARTER FOURTH QUARTER

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2020 MONTHLY GOALS

“A year from now you’ll wish you started today.”

JANUARY FEBRUARY MARCH

APRIL MAY JUNE

JULY AUGUST SEPTEMBER

OCTOBER NOVEMBER DECEMBER

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2020 Marketing Campaigns

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2020 MARKETING CAMPAIGN PLANNER

“The goal of marketing is to reduce your need for selling.”
What will you be promoting each month?

JANUARY FEBRUARY MARCH

APRIL MAY JUNE

JULY AUGUST SEPTEMBER

OCTOBER NOVEMBER DECEMBER

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NOTES:

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January

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JANUARY 2020

Theme or intention for the month:

Sun Mon Tue Wed Thu Fri Sat

1 234
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30 31

Top 3 goals:

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JANUARY: MONTHLY TO-DOS:

Management:

□ Check for updates with plugins and WordPress, unless that’s managed for you
□ Balance accounts and close out your bookkeeping for the month
□ Review monthly and year-to-date sales and expenses. Adjust your budget as

needed.

□ Cancel any paid memberships or subscriptions you no longer need

Marketing F.O.C.U.S.

□ Follow-up: Follow up with potential clients you haven’t closed yet. Send thank-

you notes to clients who made referrals, anniversary, new clients, etc.

□ Outreach: Guest post on a popular blog in your niche, interview an expert,

collaborate with a colleague, engage in a Facebook or LinkedIn group, etc.

□ Create: Create content for the upcoming month (Blog, Social, Email, Video)
□ Update: Update metrics and adjust ad spend. Update and repurpose old

content.

□ Sell: What are you promoting this month to bring in revenue? Plan your

campaigns.

NOTES:

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Date JANUARY: BLOG CONTENT PLANNER Create Share

Title, Keyword Phrase, and Summary of Article Goal

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

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JANUARY: EMAIL CONTENT PLANNER

Date Subject and Summary of Email Type Goal Create

o Automation o Written
o Campaign o Edited
o Links
o Scheduled

o Automation o Written
o Campaign o Edited
o Links
o Automation o Scheduled
o Campaign
o Written
o Edited
o Links
o Scheduled

o Automation o Written
o Campaign o Edited
o Links
o Automation o Scheduled
o Campaign
o Written
o Edited
o Links
o Scheduled

o Automation o Written
o Campaign o Edited
o Links
o Automation o Scheduled
o Campaign
o Written
o Edited
o Links
o Scheduled

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JANUARY: SOCIAL MEDIA CONTENT PLANNER

Sun Mon Tue Wed Thu Fri Sat

1 23 4

5 6 7 8 9 10 11

12 13 14 15 16 17 18

19 20 21 22 23 24 25

26 27 28 29 30 31

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JANUARY: MONTHLY REVIEW

BUSINESS MONEY IN MONEY OUT NET PROFIT # NEW CLIENTS # EMAIL OTHER:
METRICS: OR LOSS SUBSCRIBERS TWITTER:

Goal:

Actual:

SOCIAL FACEBOOK INSTAGRAM PINTEREST LINKEDIN YOUTUBE
AUDIENCE:

Goal:

Actual:

Wins Challenges

Start Doing Stop Doing

Continue Doing Gratitude

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NOTES

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February

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FEBRUARY 2020

Theme or intention for the month:

Sun Mon Tue Wed Thu Fri Sat

1
2345678
9 10 11 12 13 14 15
16 17 18 19 20 21 22
23 24 25 26 27 28 29

Top 3 goals:

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2020 WEALTHY & WISE WEBSITE & MARKETING PLANNER

FEBRUARY: MONTHLY TO-DOS:

Management:

□ Check for updates with plugins and WordPress, unless that’s managed for you
□ Balance accounts and close out your bookkeeping for the month
□ Review monthly and year-to-date sales and expenses. Adjust your budget as

needed.

□ Cancel any paid memberships or subscriptions you no longer need

Marketing F.O.C.U.S.

□ Follow-up: Follow up with potential clients you haven’t closed yet. Send thank-

you notes to clients who made referrals, anniversary, new clients, etc.

□ Outreach: Guest post on a popular blog in your niche, interview an expert,

collaborate with a colleague, engage in a Facebook or LinkedIn group, etc.

□ Create: Create content for the upcoming month (Blog, Social, Email, Video)
□ Update: Update metrics and adjust ad spend. Update and repurpose old

content.

□ Sell: What are you promoting this month to bring in revenue? Plan your

campaigns.

NOTES:

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Date FEBRUARY: BLOG CONTENT PLANNER Create Share

Title, Keyword Phrase, and Summary of Article Goal

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

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FEBRUARY: EMAIL CONTENT PLANNER

Date Subject and Summary of Email Type Goal Create

o Automation o Written
o Campaign o Edited
o Links
o Scheduled

o Automation o Written
o Campaign o Edited
o Links
o Automation o Scheduled
o Campaign
o Written
o Edited
o Links
o Scheduled

o Automation o Written
o Campaign o Edited
o Links
o Automation o Scheduled
o Campaign
o Written
o Edited
o Links
o Scheduled

o Automation o Written
o Campaign o Edited
o Links
o Automation o Scheduled
o Campaign
o Written
o Edited
o Links
o Scheduled

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FEBRUARY: SOCIAL MEDIA CONTENT PLANNER

Sun Mon Tue Wed Thu Fri Sat

1

2345678

9 10 11 12 13 14 15

16 17 18 19 20 21 22

23 24 25 26 27 28 29

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March

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MARCH 2020

Theme or intention for the month:

Sun Mon Tue Wed Thu Fri Sat

1 234567
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30 31

Top 3 goals:

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MARCH: MONTHLY TO-DOS:

Management:

□ Check for updates with plugins and WordPress, unless that’s managed for you
□ Balance accounts and close out your bookkeeping for the month
□ Review monthly and year-to-date sales and expenses. Adjust your budget as

needed.

□ Cancel any paid memberships or subscriptions you no longer need

Marketing F.O.C.U.S.

□ Follow-up: Follow up with potential clients you haven’t closed yet. Send thank-

you notes to clients who made referrals, anniversary, new clients, etc.

□ Outreach: Guest post on a popular blog in your niche, interview an expert,

collaborate with a colleague, engage in a Facebook or LinkedIn group, etc.

□ Create: Create content for the upcoming month (Blog, Social, Email, Video)
□ Update: Update metrics and adjust ad spend. Update and repurpose old

content.

□ Sell: What are you promoting this month to bring in revenue? Plan your

campaigns.

NOTES:

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Date MARCH: BLOG CONTENT PLANNER Create Share

Title, Keyword Phrase, and Summary of Article Goal

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

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MARCH: EMAIL CONTENT PLANNER

Date Subject and Summary of Email Type Goal Create

o Automation o Written
o Campaign o Edited
o Links
o Scheduled

o Automation o Written
o Campaign o Edited
o Links
o Automation o Scheduled
o Campaign
o Written
o Edited
o Links
o Scheduled

o Automation o Written
o Campaign o Edited
o Links
o Automation o Scheduled
o Campaign
o Written
o Edited
o Links
o Scheduled

o Automation o Written
o Campaign o Edited
o Links
o Automation o Scheduled
o Campaign
o Written
o Edited
o Links
o Scheduled

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MARCH: SOCIAL MEDIA CONTENT PLANNER

Sun Mon Tue Wed Thu Fri Sat

1 23456 7

8 9 10 11 12 13 14

15 16 17 18 19 20 21

22 23 24 25 26 27 28

29 30 31

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MARCH: MONTHLY REVIEW

BUSINESS MONEY IN MONEY OUT NET PROFIT # NEW CLIENTS # EMAIL OTHER:
METRICS: OR LOSS SUBSCRIBERS TWITTER:

Goal:

Actual:

SOCIAL FACEBOOK INSTAGRAM PINTEREST LINKEDIN YOUTUBE
AUDIENCE:

Goal:

Actual:

Wins Challenges

Start Doing Stop Doing

Continue Doing Gratitude

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NOTES

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April

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APRIL 2020

Theme or intention for the month:

Sun Mon Tue Wed Thu Fri Sat

1 234
5 6 7 8 9 10 11
12 13 14 15 16 17 18
19 20 21 22 23 24 25
26 27 28 29 30

Top 3 goals:

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2020 WEALTHY & WISE WEBSITE & MARKETING PLANNER

APRIL: MONTHLY TO-DOS:

Management:

□ Check for updates with plugins and WordPress, unless that’s managed for you
□ Balance accounts and close out your bookkeeping for the month
□ Review monthly and year-to-date sales and expenses. Adjust your budget as

needed.

□ Cancel any paid memberships or subscriptions you no longer need

Marketing F.O.C.U.S.

□ Follow-up: Follow up with potential clients you haven’t closed yet. Send thank-

you notes to clients who made referrals, anniversary, new clients, etc.

□ Outreach: Guest post on a popular blog in your niche, interview an expert,

collaborate with a colleague, engage in a Facebook or LinkedIn group, etc.

□ Create: Create content for the upcoming month (Blog, Social, Email, Video)
□ Update: Update metrics and adjust ad spend. Update and repurpose old

content.

□ Sell: What are you promoting this month to bring in revenue? Plan your

campaigns.

NOTES:

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Date APRIL: BLOG CONTENT PLANNER Create Share

Title, Keyword Phrase, and Summary of Article Goal

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

o Written o
o Edited o
o Links o
o Photo(s) o
o SEO o

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