Business name

Market research

Market research helps you understand your customers and identify opportunities in the market.

Example: We surveyed 30 potential customers to assess demand, gaps and issues in the market. We found that most consumers find the large number of coffee brands and blends confusing.

Market opportunities

What problems do you solve for customers?

Use your market research to identify problems your target customers face. Then explain how your business will solve them.

For example: Is it hard to access your type of service in a particular area? Are products from other businesses too expensive?

Problem 1

Example: There’s an overwhelming number of coffee blends in the market. It’s hard for customers to know what they’re buying.

Example: We sell a curated range of high-quality coffee. We don’t use fancy names for our blends, so people know what they’re buying.

Problem 2

Example: There’s an overwhelming number of coffee blends in the market. It’s hard for customers to know what they’re buying.

Example: We sell a curated range of high-quality coffee. We don’t use fancy names for our blends, so people know what they’re buying.

Problem 3

Example: There’s an overwhelming number of coffee blends in the market. It’s hard for customers to know what they’re buying.

Example: We sell a curated range of high-quality coffee. We don’t use fancy names for our blends, so people know what they’re buying.

Problem 4

Example: There’s an overwhelming number of coffee blends in the market. It’s hard for customers to know what they’re buying.

Example: We sell a curated range of high-quality coffee. We don’t use fancy names for our blends, so people know what they’re buying.

Problem 5

Example: There’s an overwhelming number of coffee blends in the market. It’s hard for customers to know what they’re buying.

Example: We sell a curated range of high-quality coffee. We don’t use fancy names for our blends, so people know what they’re buying.

Problem 6

Example: There’s an overwhelming number of coffee blends in the market. It’s hard for customers to know what they’re buying.

Example: We sell a curated range of high-quality coffee. We don’t use fancy names for our blends, so people know what they’re buying.

Problem 7

Example: There’s an overwhelming number of coffee blends in the market. It’s hard for customers to know what they’re buying.

Example: We sell a curated range of high-quality coffee. We don’t use fancy names for our blends, so people know what they’re buying.

Problem 8

Example: There’s an overwhelming number of coffee blends in the market. It’s hard for customers to know what they’re buying.

Example: We sell a curated range of high-quality coffee. We don’t use fancy names for our blends, so people know what they’re buying.

Problem 9

Example: There’s an overwhelming number of coffee blends in the market. It’s hard for customers to know what they’re buying.

Example: We sell a curated range of high-quality coffee. We don’t use fancy names for our blends, so people know what they’re buying.

Problem 10

Example: There’s an overwhelming number of coffee blends in the market. It’s hard for customers to know what they’re buying.

Example: We sell a curated range of high-quality coffee. We don’t use fancy names for our blends, so people know what they’re buying.

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Target market

Identifying your target market helps focus your marketing efforts and improve your chances of success.

Example: Our products are targeted at adults over 30 with a medium-to-high disposable income.

Marketing goals

Try to make your goals SMART: specific, measurable, achievable, relevant and time-bound.

Goal 1

Example: Increase our online coffee sales by 10% over the next 12 months.

Example: Reward repeat customers. Use content marketing to educate people about the importance of high-quality, sustainable coffee like ours.

Enter the date in the format dd/mm/yyyy

Please enter a valid date. Date format must be dd/mm/yyyy.

The date selected must be today's date or later

Goal 2

Example: Increase our online coffee sales by 10% over the next 12 months.

Example: Reward repeat customers. Use content marketing to educate people about the importance of high-quality, sustainable coffee like ours.

Enter the date in the format dd/mm/yyyy

Please enter a valid date. Date format must be dd/mm/yyyy.

The date selected must be today's date or later

Goal 3

Example: Increase our online coffee sales by 10% over the next 12 months.

Example: Reward repeat customers. Use content marketing to educate people about the importance of high-quality, sustainable coffee like ours.

Enter the date in the format dd/mm/yyyy

Please enter a valid date. Date format must be dd/mm/yyyy.

The date selected must be today's date or later

Goal 4

Example: Increase our online coffee sales by 10% over the next 12 months.

Example: Reward repeat customers. Use content marketing to educate people about the importance of high-quality, sustainable coffee like ours.

Enter the date in the format dd/mm/yyyy

Please enter a valid date. Date format must be dd/mm/yyyy.

The date selected must be today's date or later

Goal 5

Example: Increase our online coffee sales by 10% over the next 12 months.

Example: Reward repeat customers. Use content marketing to educate people about the importance of high-quality, sustainable coffee like ours.

Enter the date in the format dd/mm/yyyy

Please enter a valid date. Date format must be dd/mm/yyyy.

The date selected must be today's date or later

Goal 6

Example: Increase our online coffee sales by 10% over the next 12 months.

Example: Reward repeat customers. Use content marketing to educate people about the importance of high-quality, sustainable coffee like ours.

Enter the date in the format dd/mm/yyyy

Please enter a valid date. Date format must be dd/mm/yyyy.

The date selected must be today's date or later

Goal 7

Example: Increase our online coffee sales by 10% over the next 12 months.

Example: Reward repeat customers. Use content marketing to educate people about the importance of high-quality, sustainable coffee like ours.

Enter the date in the format dd/mm/yyyy

Please enter a valid date. Date format must be dd/mm/yyyy.

The date selected must be today's date or later

Goal 8

Example: Increase our online coffee sales by 10% over the next 12 months.

Example: Reward repeat customers. Use content marketing to educate people about the importance of high-quality, sustainable coffee like ours.

Enter the date in the format dd/mm/yyyy

Please enter a valid date. Date format must be dd/mm/yyyy.

The date selected must be today's date or later

Goal 9

Example: Increase our online coffee sales by 10% over the next 12 months.

Example: Reward repeat customers. Use content marketing to educate people about the importance of high-quality, sustainable coffee like ours.

Enter the date in the format dd/mm/yyyy

Please enter a valid date. Date format must be dd/mm/yyyy.

The date selected must be today's date or later

Goal 10

Example: Increase our online coffee sales by 10% over the next 12 months.

Example: Reward repeat customers. Use content marketing to educate people about the importance of high-quality, sustainable coffee like ours.

Enter the date in the format dd/mm/yyyy

Please enter a valid date. Date format must be dd/mm/yyyy.

The date selected must be today's date or later

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Products and services

What makes each of your products or services unique?

Describe why customers should buy your product or service instead of your competitors'.

Product or service 1

Example: EcoBeans

Example: EcoBeans are single-origin coffee beans for our eco-conscious customers.

Example: These beans are sourced from a sustainable supplier and packaged using eco-friendly materials. They let our customers have a positive impact on the environment.

Product or service 2

Example: EcoBeans

Example: EcoBeans are single-origin coffee beans for our eco-conscious customers.

Example: These beans are sourced from a sustainable supplier and packaged using eco-friendly materials. They let our customers have a positive impact on the environment.

Product or service 3

Example: EcoBeans

Example: EcoBeans are single-origin coffee beans for our eco-conscious customers.

Example: These beans are sourced from a sustainable supplier and packaged using eco-friendly materials. They let our customers have a positive impact on the environment.

Product or service 4

Example: EcoBeans

Example: EcoBeans are single-origin coffee beans for our eco-conscious customers.

Example: These beans are sourced from a sustainable supplier and packaged using eco-friendly materials. They let our customers have a positive impact on the environment.

Product or service 5

Example: EcoBeans

Example: EcoBeans are single-origin coffee beans for our eco-conscious customers.

Example: These beans are sourced from a sustainable supplier and packaged using eco-friendly materials. They let our customers have a positive impact on the environment.

Product or service 6

Example: EcoBeans

Example: EcoBeans are single-origin coffee beans for our eco-conscious customers.

Example: These beans are sourced from a sustainable supplier and packaged using eco-friendly materials. They let our customers have a positive impact on the environment.

Product or service 7

Example: EcoBeans

Example: EcoBeans are single-origin coffee beans for our eco-conscious customers.

Example: These beans are sourced from a sustainable supplier and packaged using eco-friendly materials. They let our customers have a positive impact on the environment.

Product or service 8

Example: EcoBeans

Example: EcoBeans are single-origin coffee beans for our eco-conscious customers.

Example: These beans are sourced from a sustainable supplier and packaged using eco-friendly materials. They let our customers have a positive impact on the environment.

Product or service 9

Example: EcoBeans

Example: EcoBeans are single-origin coffee beans for our eco-conscious customers.

Example: These beans are sourced from a sustainable supplier and packaged using eco-friendly materials. They let our customers have a positive impact on the environment.

Product or service 10

Example: EcoBeans

Example: EcoBeans are single-origin coffee beans for our eco-conscious customers.

Example: These beans are sourced from a sustainable supplier and packaged using eco-friendly materials. They let our customers have a positive impact on the environment.

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Price

Explain your pricing strategy and why you chose it.

Example: We sell our coffee beans at the cost of production and distribution plus a 50% markup. This lets us make a profit while keeping products affordable for our target customers.

Sales channels

Where will you sell your products or services?

How will you deliver your product or service to customers? For example, wholesale, a shopfront, a website or a market stall. Think about your target audience when you choose distribution channels.

Sales channel 1

Example: Our website

Example: We'll sell direct to retail customers via our Beans Online website.

Sales channel 2

Example: Our website

Example: We'll sell direct to retail customers via our Beans Online website.

Sales channel 3

Example: Our website

Example: We'll sell direct to retail customers via our Beans Online website.

Sales channel 4

Example: Our website

Example: We'll sell direct to retail customers via our Beans Online website.

Sales channel 5

Example: Our website

Example: We'll sell direct to retail customers via our Beans Online website.

Sales channel 6

Example: Our website

Example: We'll sell direct to retail customers via our Beans Online website.

Sales channel 7

Example: Our website

Example: We'll sell direct to retail customers via our Beans Online website.

Sales channel 8

Example: Our website

Example: We'll sell direct to retail customers via our Beans Online website.

Sales channel 9

Example: Our website

Example: We'll sell direct to retail customers via our Beans Online website.

Sales channel 10

Example: Our website

Example: We'll sell direct to retail customers via our Beans Online website.

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Customer relationships

Example: We’ll implement a customer relationship management (CRM) system to keep track of our customers. We’ll create and maintain customer service standards. We’ll launch a loyalty program with discounts and exclusive offers for our regular customers.

Promotion and advertising

What channels will you use to promote and advertise to your target customers?

Choose channels that suit your target market. Learn about choosing the best channels to communicate with your customers.

Promotional channel 1

Example: Launch promotion.

Example: Social media

Example: Promote the product on Facebook and Instagram with a 20% discount for our first 20 customers.

Describe how you’ll measure the impact of your planned marketing activities.

Example: Social media clickthrough rate and number of online orders.

Enter the date you’ll review the results of this activity. Use dd/mm/yyyy format.

Please enter a valid date. Date format must be dd/mm/yyyy.

The date selected must be today's date or later

Promotional channel 2

Example: Launch promotion.

Example: Social media

Example: Promote the product on Facebook and Instagram with a 20% discount for our first 20 customers.

Describe how you’ll measure the impact of your planned marketing activities.

Example: Social media clickthrough rate and number of online orders.

Enter the date you’ll review the results of this activity. Use dd/mm/yyyy format.

Please enter a valid date. Date format must be dd/mm/yyyy.

The date selected must be today's date or later

Promotional channel 3

Example: Launch promotion.

Example: Social media

Example: Promote the product on Facebook and Instagram with a 20% discount for our first 20 customers.

Describe how you’ll measure the impact of your planned marketing activities.

Example: Social media clickthrough rate and number of online orders.

Enter the date you’ll review the results of this activity. Use dd/mm/yyyy format.

Please enter a valid date. Date format must be dd/mm/yyyy.

The date selected must be today's date or later

Promotional channel 4

Example: Launch promotion.

Example: Social media

Example: Promote the product on Facebook and Instagram with a 20% discount for our first 20 customers.

Describe how you’ll measure the impact of your planned marketing activities.

Example: Social media clickthrough rate and number of online orders.

Enter the date you’ll review the results of this activity. Use dd/mm/yyyy format.

Please enter a valid date. Date format must be dd/mm/yyyy.

The date selected must be today's date or later

Promotional channel 5

Example: Launch promotion.

Example: Social media

Example: Promote the product on Facebook and Instagram with a 20% discount for our first 20 customers.

Describe how you’ll measure the impact of your planned marketing activities.

Example: Social media clickthrough rate and number of online orders.

Enter the date you’ll review the results of this activity. Use dd/mm/yyyy format.

Please enter a valid date. Date format must be dd/mm/yyyy.

The date selected must be today's date or later

Promotional channel 6

Example: Launch promotion.

Example: Social media

Example: Promote the product on Facebook and Instagram with a 20% discount for our first 20 customers.

Describe how you’ll measure the impact of your planned marketing activities.

Example: Social media clickthrough rate and number of online orders.

Enter the date you’ll review the results of this activity. Use dd/mm/yyyy format.

Please enter a valid date. Date format must be dd/mm/yyyy.

The date selected must be today's date or later

Promotional channel 7

Example: Launch promotion.

Example: Social media

Example: Promote the product on Facebook and Instagram with a 20% discount for our first 20 customers.

Describe how you’ll measure the impact of your planned marketing activities.

Example: Social media clickthrough rate and number of online orders.

Enter the date you’ll review the results of this activity. Use dd/mm/yyyy format.

Please enter a valid date. Date format must be dd/mm/yyyy.

The date selected must be today's date or later

Promotional channel 8

Example: Launch promotion.

Example: Social media

Example: Promote the product on Facebook and Instagram with a 20% discount for our first 20 customers.

Describe how you’ll measure the impact of your planned marketing activities.

Example: Social media clickthrough rate and number of online orders.

Enter the date you’ll review the results of this activity. Use dd/mm/yyyy format.

Please enter a valid date. Date format must be dd/mm/yyyy.

The date selected must be today's date or later

Promotional channel 9

Example: Launch promotion.

Example: Social media

Example: Promote the product on Facebook and Instagram with a 20% discount for our first 20 customers.

Describe how you’ll measure the impact of your planned marketing activities.

Example: Social media clickthrough rate and number of online orders.

Enter the date you’ll review the results of this activity. Use dd/mm/yyyy format.

Please enter a valid date. Date format must be dd/mm/yyyy.

The date selected must be today's date or later

Promotional channel 10

Example: Launch promotion.

Example: Social media

Example: Promote the product on Facebook and Instagram with a 20% discount for our first 20 customers.

Describe how you’ll measure the impact of your planned marketing activities.

Example: Social media clickthrough rate and number of online orders.

Enter the date you’ll review the results of this activity. Use dd/mm/yyyy format.

Please enter a valid date. Date format must be dd/mm/yyyy.

The date selected must be today's date or later

You've reached the limit of 10 fields for this question. You can add more to your plan after you download it.

Finances

Use your financial statements and forecasts to complete this section. Our financial templates can help you track your finances.

Example: Our expected sales for the 20XX–20XX financial year are $XXXX.

Marketing budget

What marketing items do you need to budget for?

Add the likely annual costs for your marketing items. For example, online advertising, graphic design, events.

Use numbers only for costs. No letters or special characters.

Find out more about creating a budget.

Marketing budget calculator
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Business name

Market research

Market opportunities

Target market

Marketing goals

Products and services

Pricing strategy

Sales channels

How we’ll manage customer relationships

Promotion and advertising

Expected sales

Marketing budget

Item Yearly cost
Total

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Next steps

You should regularly evaluate and update your marketing plan to:

  • remove or refine any activities that aren't working
  • include new trends, products and changes in your customer base
  • add or change goals as your business grows.

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