2020 Marketing Planner

2020 WEALTHY & WISE WEBSITE & MARKETING PLANNER

OCTOBER: 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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November

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NOVEMBER 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

Top 3 Goals:

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NOVEMBER: 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 NOVEMBER: 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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NOVEMBER: 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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NOVEMBER: SOCIAL MEDIA CONTENT PLANNER

Sun Mon Tue Wed Thu Fri Sat
1 2345 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

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NOVEMBER: 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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December

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DECEMBER: 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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DECEMBER: 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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DECEMBER: 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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Weekly Planner & Wrap-up

Download these worksheets:
https://wise-owl-marketing.com/marketing-planner/printables/

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WEEKLY PLANNER

GOALS: MONDAY /. TUESDAY / . WEDNESDAY / .
Reaffirm your top 3 goals Priorities: o o
for the month:
o
1.

2. o o o

3. o o o

Healthy Habits: o Mindset o Mindset o Mindset
Notes/Appointments: o Fitness o Fitness o Fitness
o Fun o Fun o Fun
o Water o Water o Water
o Nutrition o Nutrition o Nutrition
o o o
o o o

o o o

Gratitude:

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THURSDAY /. FRIDAY /. SATURDAY /. SUNDAY _ / .
Priorities:
Priorities:
o
o oo

oo oo

oo oo

o Mindset o Mindset o Mindset o Mindset
o Fitness o Fitness o Fitness o Fitness
o Fun o Fun o Fun o Fun
o Water o Water o Water o Water
o Nutrition o Nutrition o Nutrition o Nutrition
o o o o

o o o o
o o o o

Gratitude:

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Personal Wins: WEEKLY WRAP-UP

Business Wins:

Brain Dump: What’s on your mind? Schedule Delegate Release Done

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Weekly 2020 WEALTHY & WISE WEBSITE & MARKETING PLANNER
Tracking Mon Tue Wed Thu Fri Sat Sun Goal Total Net

What are your top 3 priorities for next week to help you achieve your monthly goals?

Meal Planning

Mon Tue Wed Thu Fri Sat Sun
Breakfast

Lunch

Dinner

Snacks

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Blog Content Planner & Checklist

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BLOG CONTENT PLANNING WORKSHEET & CHECKLIST

Publishing Frequency: On which days will you publish?

Daily Weekly Monthly MON TUE WED THU FRI SAT SUN
o o o
oooooo o

Category Possible Blog Post Title/Topic

BLOG POST CHECKLIST:

□ Title/Topic □ Pain Point/Motivator □ Image
□ Purpose □ Purpose □ SEO Optimization
□ Hook □ Keyword Phrase □ Call to Action

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Content & Blog SEO Cheat Sheet

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CONTENT SEO CHEAT SHEET

The #1 Rule to Remember: SEO really stands for Start Engaging Others! Make sure your
writing is natural and appeals to your audience.

The popularity of your posts shared on your social channels directly influences SEO. The
more people are liking, sharing, and linking to your content, the higher the search
engines are likely to rank your content. You're writing for people first, search engines
second.

HELPFUL KEYWORD RESEARCH TOOLS:

● Google Keyword Planner - research search volume and get keyword
suggestions.

● Google Trends - see historical trends of keywords you’re considering
● Google Suggest will show you popular keyword phrases other people are

searching
● Keywords Everywhere - a popular Chrome and Firefox plugin to show you

search volume information and related keywords

SEO CHECKLIST:

□ URL (keep slug as short as possible. □ Place your keyword and keyword
□ Title tag - should be unique for each
variations in these places:
page, include keywords o Naturally throughout your text
(Approximately 55 characters) (Don’t keyword stuff)

□ Meta Description - Include keywords o First and last sentences of
your blog post or page
and tease readers to read more
(Approximately 145-165 characters) o H2 and H3 subtitles
o Keyword in the image file
□ Include the keyword in H1 on each
name
page (Your page and blog title field o Image alt tags
is automatically set to be H1. Do not o Hyperlink keywords
use more than one H1 per page) o Links pointing out to relevant

□ Your content should be informative. high-quality sites (set to open
in a new tab)
Shoot for 500+ words o Link to other relevant pages
and posts on your site

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101 Magnetic Fill-in-the-Blank Headline
Formulas

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101 HEADLINES BASED ON CLASSIC COPYWRITING FORMULAS

Here are 101 templates for writing clickable headlines. Just insert your own keywords
and … Voila! Killer magnetic headline. They are great for social media and email subject
lines, too!

1. The Secret to Getting [Results] 15. [Number] Things That Make You
2. The Little Mistake That Costs [Target Look Clueless on [Platform]

Market] [Cost] a Year 16. Why the Heck Would You [Action]?
3. How Much is [Problem] Really 17. How I Got [Result] By Making This

Costing You? Unusual Mistake
4. How to [Results] in [Number] Simple 18. You Won’t Believe How I

Steps [Action/Result]
5. What I Did to Make [$] in [Number] 19. [Number] Weird but Effective Ways

Years to [Action]
6. The Exact Steps I took to Accomplish 20. What No One Tells You About

[Goal] in [Time] [Action]
7. How to Do [Offer] the Right Way the 21. [Number] Things I Bet You Didn’t

First Time Know About [Fact]
8. [Number]-Point [Offer] Checklist 22. Get Smart… [Number] Ways to Deal
9. [Number] Things You Really Need to
with {Problem] Now
Know Before You [Action] 23. Who Else Wants [Offer]?
10. [Number] Habits of Insanely 24. How to Give [Problem] the Boot and

Successful Business Owners Win [Goal]
11. Questions to Ask [Target Market] 25. The Lazy [Role]’s Way to [Goal]
26. Solve All Your [Problem] by Doing…
Before You Sign on the Dotted Line 27. Get the Same/Better [Results]
12. [Number] Mistakes You’ll Never Make
as/than Your Competitors
Again 28. What Everybody Ought to Know
13. What Nobody Tells You About
About [Item]
[Scenario] 29. How to [Product/Service] You Can
14. I REALLY Wish Someone Had Told
Actually be Proud of
Me This Before I [Action] 30. Want [Percentage] More [Goal]?

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31. How to [Action] That Drives [Result] 52. What Everybody Ought to Know
32. How to [Action] in [Number] Easy About [Problem]

Steps 53. Are You Out of the Loop About
33. How to [Action] In [Number] Days [Scenario]?
34. The Anatomy of [Offer] That Gets
54. Don’t [Action] Without Reading This
[Goal] First!
35. How to Use [Offer] to Stand Out
36. Quick Guide: [Offer] 55. [Number] Secrets for [Goal]
37. How to Rock [Offer] 56. Need a [Offer]?
38. How to Make a Strong [Offer] 57. It Pays to [Action]
39. Give Me [Short Time Period] and I’ll 58. Make [Scenario] work for you
59. Are You Ready to [Action]?
Give You [Solution] 60. Take the Guesswork Out of [Scenario]
40. The Lazy [Role]’s Way to [Action] 61. The Easiest way to [Action]
41. Do You Recognize the [Number] 62. [Number] Things Your [Role] Doesn't

Early Warning Signs of [Problem]? Tell You
42. See How Easily You Can [Result] 63. [Number] [Type] Trends for [Year]
43. You Don’t Have to Be [Something 64. [Number] Amazing [Item] to Try

Challenging] to Get [Goal] Right Now
44. Who Else Wants [Goal]? 65. [Number] Insane [Items] That Will
45. The Secret of Turning [Problem] into
Give You [Result]
[Result] 66. [Number] Questions You Should Ask
46. This Method is Helping [Role] to
Before You [Action]
[Goal] 67. [Number] Secrets to [Goal]
47. Little Known Ways to [Goal] 68. [Number] Resources to Help You
48. Get Rid of [Problem] Once and For
Become [Goal]
All 69. [Number] [Type] Trends You Need To
49. Here’s a Quick Way to [Solve a
Know About Now
Problem] 70. [Number] Key Benefits to [Goal]
50. Now You Can Have [Goal] With 71. [Number] Weird But Effective

[Action] [Solution] for [Goal]
51. How to Build a [Goal] You Can be 72. [Number] Things You Should Never

Proud of Do [Action]

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Million Dollar Marketing Funnels

Download these worksheets:
https://wise-owl-marketing.com/marketing-planner/printables/

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LEAD CAPTURE TO ONE TIME OFFER FUNNEL

Traffic → Website Pages
o Ads
o Blog Posts Landing Page One Time Offer Check Out Page Thank You Page
o Podcasts → →→
o Videos
o Social Posts o Lead Magnet o Offer image or o Offer o Link to access
o Etc. o Image o Payment Form
o Copy video o Guarantee order
Emails o Opt-in Form o Testimonials
o Terms & Privacy o Copy o Check out these
o Testimonials
o Bonuses other offers
o Guarantee
o Payment

Options

o Buy Now

Button

o Welcome Email with Download Link o Abandoned o New Customer
o Follow-Up
o About You Cart Onboarding
o Testimonials/Case Study Series
o Last Chance

NOTES

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LEAD CAPTURE TO ONE TIME OFFER FUNNEL

WITH UP-SELL AND DOWN-SELL

Traffic→ Website Pages

Landing One Time Check Out Up-Sell Down-Sell Thank You
Page → Offer → Page → Page → Page → Page

oAds oLead oOffer image oOffer oOffer Image oOffer Image oLink to
oBlog Posts oPayment
oPodcasts Magnet or video or Video or Video access order
oVideos Image Form
oSocial Posts oCopy oCopy oCopy oCheck out
oEtc. oCopy oTestimonials oGuarantee oUpgrade oYes Button
oOpt-in Form oBonuses oTestimonials these other
Emails oTerms & oGuarantee Button (adds (adds to order, offers
oPayment
Privacy to order, links links to Thank oNew
Options to Thank You You page)
page) Customer
oBuy Now oNo-Thanks Onboarding
oNo-Thanks Series
Button Button (Links
Button (Links to Thank You
to Down-Sell page)
page)

oWelcome Email w/ Download oAbandoned

Link Cart

oFollow-Up
oAbout You
oTestimonials/Case Study
oLast Chance

NOTES

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WEBINAR FUNNEL

Traffic Website Pages

Landing Thank You Broadcast Replay Order Thank You
Page → Page → Page → Page → Page → Page

oAds oImage or oYou’re oVideo oVideo oOffer oLink to
oBlog Posts oVideo oChat oWorkbook oPayment
oPodcasts oCopy Registered oWorkbook access order
oVideos oCountdown Download Form
oSocial Posts oWebinar Download oCheck out
oEtc. Timer (optional) oGuarantee
Login Details (optional) these other
oOpt-in Form oLinks to offers
oTerms &
Sales Page
Privacy

oConfirmation Email oMissed Live oDid not oAbandoned oNew
o1 Day Reminder
o1 Hour Reminder event: watch purchase: Cart Customer
oStarting Now Reminder the replay Onboarding
Emails oOffer recap Series
oReplay &
& urgency /
Notes scarcity

oReplay with oLast chance

urgency/
scarcity

NOTES

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Marketing Campaign Planning Worksheets

Additional worksheets to print are available at:
https://wise-owl-marketing.com/marketing-planner/printables/

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MARKETING CAMPAIGN PLANNER

What are you promoting? When will you promote it?

Who is it for? Why do they need it?

Where will you find them? (Facebook, How will they get it or how will you
Instagram, Speaking event, etc.) promote it?

What is your revenue What is your promotion What is your return on
goal? budget? ad spend goal?

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MARKETING CAMPAIGN PLANNER

Your ideal clients are skeptical — and rightfully so! They've probably been dealing with
whatever problem you solve for them for a while. It's possible they've tried to solve their
problems in other ways, without getting the results they wanted.

You need to show them that you can help them get results, earn their trust, and help them
make the right decision for them.

Here's an overview of the 5 buying stages and the type of information your lead may be
looking for at each stage. Check which items you’ll be creating.

Awareness Consideration Evaluation Decision Purchase

□ Ads □ Videos □ Case Studies □ Offer □ Create
□ Blog Posts □ eBook □ Reviews □ Bonuses
□ Podcasts □ Resources □ Testimonials □ Guarantee Awesome
□ Videos □ Checklist □ Sales Call □ Payment Client
□ Social Posts □ Quiz □ FAQ Experiences
□ Infographics □ Template Options
□ Pinterest pin □ Email

Nurture

□ Webinar

Types of promotional content to engage your audience: Check which you’ll be creating.

□ Product Announcement □ Features and benefits (highlights)
□ How the product came about □ Tutorial on how to use the product
□ Who is the ideal customer for the □ Q&A / Interview
□ Behind the scenes of creating your
product
product
□ A customer’s story
□ The problem the product solves □ Case studies
□ Symptoms or issues caused by the □ Testimonials and/or Reviews
□ Before and after results of people
problem the product solves
who used your product
□ Product comparison

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MARKETING CAMPAIGN PLANNER

Research: NOTES:

□ Market
□ Niche
□ What is being offered
□ Unique selling proposition
□ Ideal client description
□ Ideal client’s problems that are

overcome by product

□ Results ideal clients can expect to

achieve

□ Objections
□ Testimonials that show

transformation or overcome an
objection

Free Offer:

□ What is being offered
□ Headline
□ Copy
□ Opt-in Form
□ Call to Action Button

Graphics:

□ Lead Magnet Designed (PDF)
□ Graphics for Lead Magnet landing

page

□ Graphics for Thank You Page
□ Graphics for Sales Page

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MARKETING CAMPAIGN PLANNER

Copy: NOTES:

□ Your short bio: 250 characters
□ Your long bio: 500 characters
□ Lead magnet
□ Copy for Lead magnet landing page
□ Copy for Thank You Page
□ Video script for thank you page
□ Social media posts
□ Facebook ad
□ Email series: Welcome, Nurture, Cart

Closing, Onboarding

□ Video script

Videos:

□ Shoot and edit videos
□ Upload to Vimeo
□ Embed on a thank-you page

Emails:

□ Welcome email with a download link

to the lead magnet

□ Nurture email series
□ Cart open/closing series
□ New customer onboarding series

Web Pages:

□ Landing page designed
□ Thank-you sales page designed
□ Checkout page designed
□ Thanks for your order page designed

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MARKETING CAMPAIGN PLANNER

Facebook Ad Promotion: NOTES:

□ Facebook pixels added to funnel

pages

□ Audiences created
□ Ads created
□ Funnel tested
□ Facebook ads turned on

Organic Promotion:

□ Social media posts
□ Facebook live videos
□ Blog posts/ Guest blogs
□ Podcasts
□ Interviews

Miscellaneous:

□ Social sharing buttons work
□ Favicon set up
□ Proofread Copy
□ Links work
□ Opt-in Forms work
□ Emails are triggered
□ Preview on mobile
□ Disclaimers, Privacy, and Terms links

work

□ Checkout and Promo Codes work
□ http:// and https:// Redirect
□ http://www And https://www

Redirects work

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Want help building your
website and marketing funnel?

Congratulations! You now have all of my favorite
planning tools and worksheets to help you create a
strategic marketing plan to grow your business. But,
your strategy is only part of what you need to
succeed. You must have a website & funnel that
consistently and reliably converts visitors into leads
and clients.
I’d love to help you create an automated system that
generates a steady stream of leads and revenue for
your business. Schedule a Free Website Strategy
Session where we will create a tailored plan to help
you reach your business goals.
I’ll also give you my Automated Client Attraction
Funnel Blueprint as a bonus gift on your strategy call!
This is the exact blueprint I follow when building
custom funnels for my clients! → → → →

:) Heather Stephens

Heather Stephens

Wise Owl Marketing

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