Marketing templates

Simplify your workflows and optimize your daily routines with our collection of marketing templates.

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Competitive Analysis

Developing a great product starts with knowing the lay of the land (meaning who you’re up against) and answering a few questions: Who are your competitors? How does your product or service compare? What makes you stand out? A competitive analysis will help find the answers, which can ultimately shape your product, value prop, marketing, and sales strategies. It’s a great exercise when a big business event is about to occur — like a new product release or strategic planning session.

Competitive Analysis
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UX Research Plan

A research plan communicates the fundamental information that stakeholders need to understand about a user experience research project: who, what, why, and when. The plan ensures everyone is aligned and knows what they must do to make the UX research project a success. Use the research plan to communicate background information about your project; objectives; research methods; the scope of the project, and profiles of the participants. By using a UX research plan, you can achieve stakeholder buy-in, stay on track, and set yourself up for success.

UX Research Plan
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User Story Map Framework

Popularized by Jeff Patton in 2005, the user story mapping technique is an agile way to manage product backlogs. Whether you’re working alone or with a product team, you can leverage user story mapping to plan product releases. User story maps help teams stay focused on the business value and release features that customers care about. The framework helps to get a shared understanding for the cross-functional team of what needs to be done to satisfy customers' needs.

User Story Map Framework
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Communications Plan

You saw the opportunity. You developed the product. Now comes an important step: Find your audience and speak to them in a way that’s clear, memorable, and inspiring. You need a communications plan—a strategy for controlling your narrative at every stage of your business—and this template will help you create a good one. No need to build a new strategy every time you have something to communicate. Here, you can simplify the process, streamline your messaging, and empower you to communicate in ways that grow with your business.

Communications Plan
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Website Flowchart

A website flowchart, also known as a sitemap, maps out the structure and complexity of any current or future website. The flowchart can also help your team identify knowledge gaps for future content. When you’re building a website, you want to ensure that each piece of content gives users accurate research results based on keywords associated with your web content. Product, UX, and content teams can use flowcharts or sitemaps to understand everything contained in a website, and plan to add or restructure content to improve a website’s user experience.

Website Flowchart
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Voice of Customer

Identifying the voice of the customer is a crucial part of any customer experience strategy. Your Voice of Customer is simply a framework for understanding your customers’ needs, wants, preferences, and expectations as they interact with your brand. Evaluating your Voice of Customer allows you to dive into what your customers are thinking, feeling, and saying about your products and services, so you can build a better customer journey. Use the Voice of Customer template to record answers to key questions about your customer, including: What are they saying about our product? What do they need? How can we fulfill that need? And who is this persona?

Voice of Customer
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Use Case Diagram

A use case diagram is a visual tool that helps you analyze the relationships between personas and use cases. Use case diagrams typically depict the expected behavior of the system: what will happen and when. A use case diagram is helpful because it allows you to design a system from the perspective of the end user. It’s a valuable tool for communicating your desired system behavior in the language of the user, by specifying all externally visible system behavior.

Use Case Diagram
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Product Positioning

For better or for worse, your company’s chances for success hinge partially on your market. As such, before you start building products and planning strategies, it’s a good idea to conduct a product positioning exercise. A product positioning exercise is designed to situate your company and your offering within a market. The product positioning template guides you to consider key topics such as defining your product and market category, identifying your target segment and competitors, and understanding your key benefits and differentiation.

Product Positioning
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Perceptual Map

To shape your messaging, tailor your marketing, improve your product, and build your brand, you have to know your customers’ perceptions — what they think of you and your competitors. You can gain those insights by exploring a perceptual map. This simple, powerful tool creates a visual representation of how customers rank your price, performance, safety, and reliability. Put this template to work and you’ll be able to size up your competition, see gaps in the market, and understand changes in customer behavior and purchasing decisions.

Perceptual Map
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Newsletter

Whatever kind of business you are or product you create, it’s a smart idea to keep in touch with your current and potential customers and keep them up to speed — by spreading news, promoting events, and sharing custom content. Newsletters give you an effective way to do it. And this template is a fast, easy way to get started. Just choose the content you want to highlight, write the copy, and add any pictures or images you want to include. Then write your subject line and click send.

Newsletter
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Low-fidelity Wireframes

When you’re designing a site or building an app, the early stages should be BIG — seeing the big picture and communicating the big idea. Low fidelity wireframes empower you to see it and do it. These rough layouts (think of them as the digital version of a sketch on a napkin) help your teams and project stakeholders quickly determine if a design meeting meets your users’ needs. Our template lets you easily use wireframes during meetings or workshops, presentations, and critique sessions.

Low-fidelity Wireframes
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Design Sprint Kit

With the right focused and strategic approach, five days is all it takes to address your biggest product challenges. That’s the thinking behind Design Sprint methodology. Created by Tanya Junell of Blue Label Labs, this Design Sprint Kit provides a set of lightweight templates that support the Design Sprint’s collaborative activities and voting—and maintains the energy, team spirit, and momentum that was sparked in the session. Virtual sprint supplies and prepared whiteboards make this kit especially useful for remote Design Sprint Facilitators.

Design Sprint Kit
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This or That

If you’re a social media manager, a designer, or just someone who loves photography, then you’ve probably seen the “This or That” game on Instagram. The premise is simple: You make two parallel lists that pit a series of choices against each other, like “apples or oranges” or “pizza or hot dogs”. The Instagram user chooses between the various options by circling the one that they prefer. Then they share the completed game with their followers. Although it was popularized on Instagram, you can use This or That on other social media platforms too, or even your website or blog.

This or That
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REAN

First introduced in Cult of Analytics, the REAN model is used to measure and understand the efficacy of marketing efforts. REAN stands for Reach, Engage, Activate, and Nurture, the main stages a marketer’s audiences experience during a typical journey. The REAN model helps marketing teams develop useful KPIs that can help capture how well their marketing or ad campaigns are working. Many teams rely on the REAN model because it is adaptable to a variety of marketing efforts, including planning measurement frameworks, setting goals, deciding on objectives, and mapping digital marketing channels.

REAN
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Infographic

As we bet you’ve experienced, data can get pretty dense and dry. But you need it to be compelling, memorable, and understandable. The solution? Infographics. These are tools that let you present information in a visually striking way and turn quantitative or qualitative data into stories that engage and resonate. Whoever you’ll be presenting to — customers, donors, or your own internal teams — our template will let you design an infographic that combines text and visuals to break down even the most complicated data.

Infographic
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Gap Analysis

Consider your team’s or organization’s ideal state. Now compare it to your current real-world situation. Want to identify the gaps or obstacles that stand between your present and future? Then you’re ready to run a gap analysis. This easy-to-customize template will let your team align on what obstacles are preventing you from hitting your goals sooner, collaborate on a plan to achieve those goals, and push your organization toward growth and development. You can focus on specific gap analyses — including for skills, candidates, software, processes, vendors, data, and more.

Gap Analysis
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Flyer Maker

Whether it’s a client party or a nonprofit fundraiser, your event needs one key thing to be a smashing success: people to show up. That’s why promoting it is such an important part of the planning—and creating and sending a flyer is the first step. These single-page files will grab your guests’ attention and give them the key details, such as the time, date, and location (and if it’s a fundraiser, who/what the funds will benefit). This template will let you lay out text and customize a flyer design.

Flyer Maker
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Design Brief

For a design to be successful, let alone to be great, design agencies and teams have to know the project’s goals, timelines, budget, and scope. In other words, design takes a strategic process—and that starts with a design brief. This helpful template will empower you to create a brief that builds alignment and clear communication between your business and your design agency. It’s the foundation of any creative project, and a single source of truth that teams can refer to all along the way.

Design Brief
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Creative Brief

Even creative thinkers (or maybe especially creative thinkers) need clear guidelines to push their ideas in productive, usable directions. And a good creative lays down those guidelines, with information that includes target audience, goals, timeline, and budget, as well as the scope and specifications of the project itself. The foundation of any marketing or advertising campaign, a creative brief is the first step in building websites, videos, ads, banners, and much more. The brief is generally prepared before kicking off a project, and this template will make it easy.

Creative Brief
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Buyer Persona

You have an ideal customer: The group (or few groups) of people who will buy and love your product or service. But to reach that ideal customer, your entire team or company has to align on who that is. Buyer personas give you a simple but creative way to get that done. These semi-fictional representations of your current and potential customers can help you shape your product offering, weed out the “bad apples,” and tailor your marketing strategies for serious success.

Buyer Persona
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Brand Guidelines

What makes a strong brand? It’s having a well-defined personality, expressed with consistency at every touchpoint, and brand guidelines can help you do it. Brand guidelines are a clear list of rules—all the dos and don’ts—that cover details like colors, fonts, logo usage, photography, and brand voice. They help ensure that employees across a whole company or organization know how to display or speak about the brand. Miro’s whiteboard tool is the perfect canvas for creating brand guidelines, sharing them, and updating them.

Brand Guidelines
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AARRR

Sometimes called “Pirate Metrics” because of the name (go ahead, say it, it’s fun), AARRR is a valuable approach for startups to consider. That’s because AARRR stands for Acquisition, Activation, Retention, Referral, and Revenue—five key types of user behavior that are highly measurable and drive growth. Ask and answer the right questions around each of these five factors, and you’ll be able to establish clear goals and identify the best steps to help reach them.

AARRR
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Go to Market Strategy

It doesn’t matter how innovative or effective a new product is — if it doesn’t get noticed and adopted by the right audience, the product won’t get off the ground. That’s where your Go-to-Market Strategy comes in. It’s a single resource that houses all of your research, insights, and data, and includes your business plan, target audience, marketing approach, and sales strategy. A GTM is especially important for any startups who grow fast, have to make split-second decisions, and have to be fully in sync.

Go to Market Strategy
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Target Audience

The Target Audience template helps you to understand your potential customers. Who is interested in your company or service? What types of people might buy your product? How can you market to them effectively? Target audience analysis involves describing your audience in terms of a variety of demographics, including age and gender, as well as income, education, and location, or psychographics like interests and opinions. Analyzing your target audience provides valuable insights for most business functions.

Target Audience
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Market Segmentation Matrix

Successful, compelling marketing begins and ends with knowing your audience — who they are, where they are, and what they want and expect. A market segmentation matrix will help you understand them on a deeper level. This business tool divides your target market into subsets based on demographics, geography, needs, interests, psychographics, or behavioral characteristics. You can then use these insights and data to hit it out of the park, by building better product, sales, and marketing strategies. Our template lets you set up and populate a Market Segmentation Matrix with ease.

Market Segmentation Matrix
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Website Wireframing

Wireframing is a method for designing a website at the structural level. A wireframe is a stylized layout of a web page showcasing the interface elements on each page. Use this Wireframe Template to iterate on web pages quickly and cheaply. You can share the wireframe with clients or teammates and collaborate with stakeholders. Wireframes allow teams to get stakeholder buy-in without investing too much time or resources. They help ensure that your website’s structure and flow will meet user needs and expectations.

Website Wireframing
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Three-Hour Brand Sprint

Before customers will believe in your brand, your team has to believe. That’s where brand sprints work wonders. Popularized by the team at Google Ventures, a brand sprint will help your team sort through all different ideas about your brand and align on your brand’s fundamental building blocks—your values, audience, personality, mission statement, roadmap, and more. Whether you’re building a new brand or revamping an existing one, brand sprints are ideal for trigger events such as naming your company, designing a logo, hiring an agency, or writing a manifesto.

Three-Hour Brand Sprint
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Storyboard

While storyboard is typically associated with planning out scenes for a movie or TV show, it’s been widely adopted throughout the business world. A storyboard is a sequence of illustrations that are used to develop a story. You can use the Storyboarding template anytime you’d like to really put yourself in a customer or user’s position and understand how they think, feel, and act. This tactic can be especially useful when you know there’s a problem or inefficiency with an existing process. You can storyboard existing processes or workflows and plan how you would like them to look in the future.

Storyboard
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Stickies Packs

Sticky notes are a popular feature of any virtual, hybrid, or in-person brainstorming session. Participants can use sticky notes to submit, sort, or vote for ideas -- and much more. Use the Stickies Packs template to customize groups of sticky notes for your participants. You can then break your participants into groups according to the color of their sticky notes, or categorize ideas based on color, and so on. The Stickies Packs template empowers you to create brainstorming sessions that fit your needs and align with your goals.

Stickies Packs
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Timeline Workflow

A timeline is a visual tool that chronologically plots out projects step by step. It’s an ideal tool for your team to tell stories (such as an overview of events in your organization) and visualize your projects or processes. The Timeline Workflow template is perfect for any project that relies on visual content. You may find it beneficial to use with your team and also to share with other stakeholders or clients to keep them in the loop on your progress.

Timeline Workflow
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4P Marketing Mix

So you just completed a sprint. Teams busted their humps and emotions ran high. Now take a clear-eyed look back and grade the sprint honestly—what worked, what didn’t, and what can be improved. This approach (4Ls stand for liked, learned, lacked, and longed for) is an invaluable way to remove the emotion and look at the process critically. That’s how you can build trust, improve morale, and increase engagement—as well as make adjustments to be more productive and successful in the future.

4P Marketing Mix
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Visual Story Map

Some people like to think of a visual story map as a stylized to-do list, but it’s a lot more powerful than that. Visual story mapping allows your product management team to visualize multiple dimensions of information. In doing so, you can identify how these parts will come together to create a successful whole. Use the visual story map template to make sure your product managers are aligned and to create a single source of truth about your projects.

Visual Story Map
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Retrospective 4Ls

So you just completed a sprint. Teams busted their humps and emotions ran high. Now take a clear-eyed look back and grade the sprint honestly—what worked, what didn’t, and what can be improved. This approach (4Ls stand for liked, learned, lacked, and longed for) is an invaluable way to remove the emotion and look at the process critically. That’s how you can build trust, improve morale, and increase engagement—as well as make adjustments to be more productive and successful in the future.

Retrospective 4Ls
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User Persona

A user persona is a tool for representing and summarizing a target audience for your product or service that you have researched or observed. Whether you’re in content marketing, product marketing, design, or sales, you operate with a target in mind. Maybe it’s your customer or prospect. Maybe it’s someone who will benefit from your product or service. Usually, it’s a whole collection of personalities and needs that intersect in interesting ways. By distilling your knowledge about a user, you create a model for the person you hope to target: this is a persona.

User Persona
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Empathy Map

Attracting new users, compelling them to try your product, and turning them into loyal customers—it all starts with understanding them. An empathy map is a tool that leads to that understanding, by giving you space to articulate everything you know about your customers, including their needs, expectations, and decision-making drivers. That way you’ll be able to challenge your assumptions and identify the gaps in your knowledge. Our template lets you easily create an empathy map divided into four key squares—what your customers Say, Think, Do, and Feel.

Empathy Map
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