Description
The Marketing Bundle is a marketing tracker spreadsheet for small business owners and small marketing teams. You get 11 linked templates in one workbook that works in Microsoft Excel and Google Sheets.
Plan it, track it, prove it
Most small businesses spend on ads, influencers and events without knowing which ones pay back. This bundle puts every channel side by side, so you can see spend, leads, revenue and return in one place and move money to what works.
11 templates in 4 groups
Plan & budget (3): Marketing Budget & ROI, Campaign Planner and Event Planner & Budget. Set budgets by channel and month, plan campaigns with dates and targets, and cost every event line by line with budget vs actual and return.
Paid & email (3): Ad Spend Tracker, Email Campaign Tracker and Influencer Collaboration Tracker. See CPC, cost per conversion, ROAS and budget pacing for each ad platform, open and click rates and revenue for every email, and fees, codes and ROI for every creator.
Content & search (3): Social Media Content Calendar, Blog & Content Planner and SEO Keyword Tracker. Plan posts and articles, flag overdue pieces, and track your Google position for each keyword month by month with estimated clicks.
Customers & market (2): Customer Feedback & NPS and Competitor Analysis. Log reviews and issues, track ratings and Net Promoter Score, and score yourself against competitors on the criteria that matter.
One dashboard for everything
The dashboard shows 48 headline numbers and 24 charts: marketing spend and ROI by channel, ad ROAS by platform, content published and keywords in the top 10, social reach and engagement, email open rates and revenue, influencer and event returns, ratings, NPS and your competitive score.
Easy to use
- Start Here sheet with simple steps
- Blue cells are for you, grey cells calculate on their own
- Sample data for a demo business; clear it to start fresh
- Dropdowns for channels, platforms, content types, team and event costs
- No macros, add-ons or formulas to write
Good to know
Four of these templates (Marketing Budget & ROI, Campaign Planner, Social Media Content Calendar and Customer Feedback) are also part of our Small Business Complete Bundle; seven (Ads, Email, Influencers, Events, Blog Planner, SEO and Competitors) are new.
Step-by-step guide
New to this? Read our guide: 11 Marketing Spreadsheets for Small Business: Plan, Track and Prove ROI.
Delivery
You get one zip file with the workbook (.xlsx) and a 2-page PDF quick start guide. The download link appears right after payment and is also emailed to you. For Google Sheets, upload the file to Google Drive and choose Open with → Google Sheets.
More templates
Turn leads into sales with the Sales Bundle.
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