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2019 Wealthy & Wise
MARKETING PLANNER & GOAL TRACKER
2019 WEALTHY & WISE MARKETING PLANNER AND GOAL TRACKER
Table of Contents 4
8
2018 YEARLY REVIEW 14
2019 GOALS 18
2019 MARKETING CAMPAIGNS 24
JANUARY 30
FEBRUARY 36
MARCH 42
APRIL 48
MAY 54
JUNE 60
JULY 66
AUGUST 72
SEPTEMBER 78
OCTOBER 84
NOVEMBER 90
DECEMBER 92
WEEKLY WRAP-UP WORKSHEET 94
WEEKLY PLANNER & HABIT TRACKER
BLOG CONTENT PLANNER & CHECKLIST
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2019 WEALTHY & WISE MARKETING PLANNER AND GOAL TRACKER
2019 Year at a Glance
January February March
Sun Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thur Fri Sat
Sun Mon Tue Wed Thur Fri Sat
1 23 45 12
6 7 8 9 10 11 12 12 34 56 789
13 14 15 16 17 18 19 10 11 12 13 14 15 16
20 21 22 23 24 25 26 345 67 89 17 18 19 20 21 22 23
27 28 29 30 31 24 25 26 27 28 29 30
10 11 12 13 14 15 16 31
17 18 19 20 21 22 23
24 25 26 27 28
April May June
Sun Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thur Fri Sat Sun Mon Tue Wed Thur Fri Sat
12 345 6 12 34 1
7 8 9 10 11 12 13 5 6 7 8 9 10 11 23 456 78
14 15 16 17 18 19 20 12 13 14 15 16 17 18 9 10 11 12 13 14 15
21 22 23 24 25 26 27 19 20 21 22 23 24 25 16 17 18 19 20 21 22
28 29 30 26 27 28 29 30 31 23 24 25 26 27 28 29
30
July August September
Sun Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thur Fri Sat Sun Mon Tue Wed Thur Fri Sat
12 345 6 1 23 1 2 345 67
7 8 9 10 11 12 13 4 5 6 7 8 9 10 8 9 10 11 12 13 14
14 15 16 17 18 19 20 11 12 13 14 15 16 17 15 16 17 18 19 20 21
21 22 23 24 25 26 27 18 19 20 21 22 23 24 2 23 24 25 26 27 28
28 29 30 31 25 26 27 28 29 30 31 29 30
October November December
Sun Mon Tue Wed Thu Fri Sat Sun Mon Tue Wed Thur Fri Sat
Sun Mon Tue Wed Thur Fri Sat
1 23 45 1 2 345 67
6 7 8 9 10 11 12 12 8 9 10 11 12 13 14
13 14 15 16 17 18 19 15 16 17 18 19 20 21
20 21 22 23 24 25 26 345 67 89 2 23 24 25 26 27 28
27 28 29 30 31 29 30 31
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 WEALTHY & WISE MARKETING PLANNER AND GOAL TRACKER
2018 Yearly Review
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2019 WEALTHY & WISE MARKETING PLANNER AND GOAL TRACKER
2018 YEARLY REVIEW: WINS & CHALLENGES
What gets measured gets improved.
MARKETING METRICS:
BUSINESS: Money In Money Out Net Profit # New Clients # Email Subscribers Other:
Goal:
Actual:
SOCIAL
Facebook Instagram Pinterest LinkedIn Twitter YouTube
FOLLOWERS:
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? 5
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2019 WEALTHY & WISE MARKETING PLANNER AND GOAL TRACKER
2019 Marketing Campaigns
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2019 WEALTHY & WISE MARKETING PLANNER AND GOAL TRACKER
2019 MARKETING CAMPAIGNS
The goal of marketing is to reduce your need for selling.
1. List your income streams again in the table below.
2. When will you promote this package/product?
3. Who are you marketing it to; your ideal client for this product?
4. Where will you find them? (Facebook, Instagram, Conference, Speaking Event, etc.)
5. What is your promotion budget?
6. What is your ROI goal for this campaign?
Income Stream #1 When: Action Steps:
Who:
Where:
Budget:
ROI:
Income Stream #2 When: Action Steps:
Who:
Where:
Budget:
ROI:
Income Stream #3 When: Action Steps:
Who:
Where:
Budget:
ROI:
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2019 WEALTHY & WISE MARKETING PLANNER AND GOAL TRACKER
2019 MARKETING CAMPAIGNS
Income Stream #4 When: Action Steps:
Who:
Where:
Budget:
ROI:
Income Stream #5 When: Action Steps:
Who:
Where:
Budget:
ROI:
Income Stream #6 When: Action Steps:
Who:
Where:
Budget:
ROI:
Income Stream #7 When: Action Steps:
Who:
Where:
Budget:
ROI:
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2019 WEALTHY & WISE MARKETING PLANNER AND GOAL TRACKER
NOTES:
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2019 WEALTHY & WISE MARKETING PLANNER AND GOAL TRACKER
January
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2019 WEALTHY & WISE MARKETING PLANNER AND GOAL TRACKER
January 2019
Theme or intention for the month:
SUN MON TUE WED THU FRI SAT
1 2 3 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
Notes: January’s top 3 goals:
1.
2.
3.
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2019 WEALTHY & WISE MARKETING PLANNER AND GOAL TRACKER
JANUARY: BLOG CALENDAR
Date Title and summary of article Create Share
Written Facebook
Edited Twitter
Links Instagram
Photo(s) LinkedIn
SEO Pinterest
Written Facebook
Edited Twitter
Links Instagram
Photo(s) LinkedIn
SEO Pinterest
Written Facebook
Edited Twitter
Links Instagram
Photo(s) LinkedIn
SEO Pinterest
Written Facebook
Edited Twitter
Links Instagram
Photo(s) LinkedIn
SEO Pinterest
Written Facebook
Edited Twitter
Links Instagram
Photo(s) LinkedIn
SEO Pinterest
Written Facebook
Edited Twitter
Links Instagram
Photo(s) LinkedIn
SEO Pinterest
Written Facebook
Edited Twitter
Links Instagram
Photo(s) LinkedIn
SEO Pinterest
Written Facebook
Edited Twitter
Links Instagram
Photo(s) LinkedIn
SEO Pinterest
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2019 WEALTHY & WISE MARKETING PLANNER AND GOAL TRACKER
JANUARY MONTHLY REVIEW
Marketing Metrics:
BUSINESS: Money In Money Out Net Profit # New Clients # Email Subscribers Other:
Goal:
Actual:
SOCIAL
Facebook Instagram Pinterest LinkedIn Twitter YouTube
FOLLOWERS:
Goal:
Actual:
Wins: Start Doing:
Challenges: Stop Doing:
Gratitude: Continue Doing:
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2019 WEALTHY & WISE MARKETING PLANNER AND GOAL TRACKER
FEBRUARY MONTHLY REVIEW
Marketing Metrics:
BUSINESS: Money In Money Out Net Profit # New Clients # Email Subscribers Other:
Goal:
Actual:
SOCIAL
Facebook Instagram Pinterest LinkedIn Twitter YouTube
FOLLOWERS:
Goal:
Actual:
Wins: Start Doing:
Challenges: Stop Doing:
Gratitude: Continue Doing:
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2019 WEALTHY & WISE MARKETING PLANNER AND GOAL TRACKER
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 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, have an anniversary, are 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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2019 WEALTHY & WISE MARKETING PLANNER AND GOAL TRACKER
NOTES:
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2019 WEALTHY & WISE MARKETING PLANNER AND GOAL TRACKER
May
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2019 WEALTHY & WISE MARKETING PLANNER AND GOAL TRACKER
May 2019
Theme or intention for the month:
SUN MON TUE WED THUR FRI SAT
1 2 3 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
Notes: May’s top 3 goals:
1.
2.
3.
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2019 WEALTHY & WISE MARKETING PLANNER AND GOAL TRACKER
MAY: BLOG CALENDAR
Date Title and summary of article Create Share
Written Facebook
Edited Twitter
Links Instagram
Photo(s) LinkedIn
SEO Pinterest
Written Facebook
Edited Twitter
Links Instagram
Photo(s) LinkedIn
SEO Pinterest
Written Facebook
Edited Twitter
Links Instagram
Photo(s) LinkedIn
SEO Pinterest
Written Facebook
Edited Twitter
Links Instagram
Photo(s) LinkedIn
SEO Pinterest
Written Facebook
Edited Twitter
Links Instagram
Photo(s) LinkedIn
SEO Pinterest
Written Facebook
Edited Twitter
Links Instagram
Photo(s) LinkedIn
SEO Pinterest
Written Facebook
Edited Twitter
Links Instagram
Photo(s) LinkedIn
SEO Pinterest
Written Facebook
Edited Twitter
Links Instagram
Photo(s) LinkedIn
SEO Pinterest
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2019 WEALTHY & WISE MARKETING PLANNER AND GOAL TRACKER
MAY MONTHLY REVIEW
Marketing Metrics:
BUSINESS: Money In Money Out Net Profit # New Clients # Email Subscribers Other:
Goal:
Actual:
SOCIAL
Facebook Instagram Pinterest LinkedIn Twitter YouTube
FOLLOWERS:
Goal:
Actual:
Wins: Start Doing:
Challenges: Stop Doing:
Gratitude: Continue Doing:
2019 © ALL RIGHTS RESERVED 45
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