18 KiB
Plan Template — The 13-Section Structure
The canonical template for every marketing plan generated by this skill. Each section has a purpose, a structure, and inline prompts for what to draft.
The Quietude plan (see references/example-quietude.md) is the canonical reference implementation.
Title block
# {Client} — Marketing Plan v1
**Prepared by:** {Author / fCMO name}
**For:** {Founders / leadership team}
**Date:** YYYY-MM-DD
**Status:** Draft v1 — for team review
Section 1 — Executive summary
Purpose: Lift-and-share. A founder should be able to paste this into a board update or investor email without editing.
Length: 400–700 words. Tight.
Structure:
- One-sentence frame. What does this plan optimize for? Not "more revenue" — something specific to this client at this stage.
- Three big bets, ranked by leverage. Each is a paragraph. Bet = a high-conviction thesis about where the team should focus capital and attention.
- What twelve months looks like, plausibly. Bullet list. The plausible outcome state at end of plan horizon. Investor-readable.
- 90-day priorities. Numbered list. The six (give or take) moves that ship in the first quarter.
Voice notes:
- Match the client's voice
- Direct, founder-readable, no marketing-speak
- Use names and numbers (specific channels, specific metrics) — not abstractions
- Tradeoffs named explicitly when they matter
Section 2 — Strategic frame
Purpose: Distill positioning, ICP, business-model logic, and brand voice into a single page that any team member or new hire can read to orient.
Length: 800–1500 words.
Structure:
What {Company} is, in one sentence
Pulled from positioning doc / seed deck / founder language.
The category we're claiming
Is the company creating a new category, redefining an existing one, or competing in a defined category? Name it. State the category-defining frame in 2–3 sentences. Reference the source (founder's words, ICP doc, etc.).
Who we're for (ICP, distilled)
Demographics / firmographics + stated problem vs. real problem + what they're actually buying. Tight, 4–6 bullets.
The business model logic
How does the company make money? What's the customer-acquisition unit economics theory? What's the compounding channel thesis (if any)? Pulled from seed deck / financial model / founder narrative.
Brand voice (the non-negotiable)
If the client has documented voice rules, list them. YES / NO vocabulary. CTA rules. Tone. Core method (initiatory, explanatory, narrative, etc.). Every other section of the plan must respect these.
Voice notes:
- This section is the most "lift from existing materials" — don't invent positioning. Surface what's there.
- If positioning is unclear or contradicted across materials, flag it in Section 13's open decisions.
Section 3 — Current state
Purpose: Anchor the plan in reality. What's the team, budget, in-flight work, and stuck work today?
Length: 1000–2000 words.
Structure:
Team composition (marketing surface area)
Table of every person with marketing surface area:
| Person | Role | Marketing surface area |
|---|
Be honest about gaps. If there's no dedicated marketing hire yet, name when one becomes necessary and what role (see references/team-and-agency-model.md — first hire should be π-shaped strategist titled Manager or Lead, not VP/CMO).
Marketing budget (current)
- Paid acquisition: $X/mo
- Tooling stack: list with estimated cost
- Retainers / fCMO: list
- Headcount: list
- Blended CAC: $X (must include salaries, content costs, tools, retainers — not just paid spend; see
references/budget-planning.mdfor the calculation) - Current spend as % of ARR: X% (compare against 5–40% range)
State the funding-stage tier this maps to (see references/funding-stage-unlocks.md). Implication: what 90-day plan must produce without lever pulls that require future budget.
Phase of SaaS growth
Name the current phase: $0–10K ARR / $10K–100K / $100K–1M / $1M–$10M / $10M+. Each phase has its own binding constraint and dominant growth pattern (see references/growth-patterns.md). Section 10 sequences the move into the next phase.
What's already done (acknowledge, then build on)
Table:
| Asset | Status | Marketing leverage |
|---|
This is where past launches, PR moments, content pillars, certifications, notable users get acknowledged. Critical: don't write a plan that ignores work the team is proud of.
What's in-flight (drafted but not shipped)
Table:
| Item | Status | Blocker |
|---|
Be honest about blockers. Where the blocker is "no time" or "no decision," that goes to Section 13's open decisions.
What's stuck (and needs to unstick this quarter)
Table:
| Issue | Cost of inaction | Action |
|---|
Stuck things are the most leverage-positive places to focus the first weeks of the 90-day plan.
Audit rubric snapshot
17-section scored snapshot using the embedded current-state rubric. See references/current-state-rubric.md for the full rubric and scoring guides.
If a prior scored audit exists, paste those scores in. Otherwise score from available materials and note "scored from materials" under the heading.
| # | Section | Score | Note |
|---|---|---|---|
| 1 | Positioning | 0–5 | |
| 2 | Customer research | 0–5 | |
| ... | ... | ... | ... |
| 17 | Internationalization | 0–5 |
Total: X / 85 (Y%). Note the shape of strength and weakness — that shape is the gap the rest of the plan closes.
Voice notes:
- Honest > polished. If the client's metrics are bad, name them. Founders read past sugar-coating.
Section 4 — Acquisition
Purpose: Answer "how do strangers become aware of us?" Map every channel: current state, planned moves, skipped (with reason).
Length: 1000–1800 words.
Structure:
Current state
Brief. What's working today, what's not, what the data shows about channel mix.
The plan
Numbered "Moves." Each move is a paragraph (3–6 sentences) describing the channel, the thesis, and the specific work. Common moves:
- Move 1 — SEO (and content) — Reference the SEO plan if one exists (
seo/plan.md). Otherwise: keyword research, pillar/spoke structure, content cadence. - Move 2 — App Store / Play Store optimization (for consumer apps) — Listing rewrite, screenshot tests, ASO keyword targeting.
- Move 3 — Founder-led channels — LinkedIn for B2B/SaaS, Twitter/X for tech, Instagram for consumer. Cadence, topics, owners.
- Move 4 — PR amplification — What's the credibility anchor? How to amplify it.
- Move 5 — Events (if applicable) — Live events, conferences, webinars. Acquisition vs. activation role.
- Move 6 — Hardware / commerce surface (if applicable) — Shopify storefront, Amazon, retail.
- Move 7 — B2B sales support — Case studies, partner pages, vertical-specific content.
- Move 8 — Paid layer (when budget unlocks) — Apple Search Ads, Meta, LinkedIn, Google. Held until specified funding stage.
90-day acquisition moves
Week-by-week breakdown of the ships in the first quarter.
12-month acquisition outlook
Quarter-by-quarter outcome state (Q1 / Q2 / Q3 / Q4).
Skills + tools
- Skills: list relevant marketing-skills repo skills (
seo-audit,ai-seo,ads,social,competitors, etc.) - MCPs / APIs: list connections (Ahrefs API, GA4 MCP, Typefully MCP, Stripe MCP for LTV math, etc.)
Section 5 — Activation
Purpose: Answer "once someone tries us, do they have an experience that converts?"
Length: 800–1500 words.
Structure: Same as Acquisition (Current state / The plan / 90-day / 12-month / Skills + tools).
Common moves:
- Bedrock fixes (broken signup, broken onboarding gates, etc.)
- Onboarding tests / rebuild (often the most leveraged move at this stage)
- App Store listing rewrite (cross-references to Acquisition)
- Lifecycle Flow ship order (when to ship onboarding emails vs. hold for product stability)
- Paywall + pricing review (often Activation × Revenue)
Skills + tools
onboarding, signup, paywalls, copywriting, marketing-website-design, ab-testing, etc.
Section 6 — Retention
Purpose: Answer "once someone converts, do they stay and deepen?"
Length: 800–1500 words.
Structure: Same as above.
Common moves:
- Lifecycle email flows (post-purchase, lapsed user, win-back)
- Subscription / preference centers
- Churn reconciliation (often metric definitions don't match across surfaces)
- Hardware → software activation paths (for hybrid businesses)
- Annual plan default tests (cross-references to Revenue)
Skills + tools
emails, churn-prevention, copywriting, paywalls, etc.
Section 7 — Referral
Purpose: Answer "do retained users bring more users, and at what cost?"
Length: 500–1200 words.
Structure: Same as above.
Common moves:
- Ambassador / affiliate program launch (if inbound interest exists, lead with it)
- Share-after-value moments built into product
- Founder amplification (founder as referrer-zero)
- Long-game expert / Guides / certified-host network
- Gifting flows (for consumer / hardware)
Skills + tools
referrals, social, emails (for ambassador lifecycle), copywriting, etc.
Section 8 — Revenue
Purpose: Answer "what do we charge, who pays, and how does it compound?"
Length: 500–1200 words.
Structure: Same as above.
Common moves:
- Pricing audit (what's actually charged today vs. listed?)
- Annual plan default tests
- Hardware → software bundling formalization (for hybrid businesses)
- Storefront / commerce page optimization
- B2B case studies + sales material
- Long-term value pools (data licensing, enterprise expansion) — flagged not executed in 12-month plan
Unit economics
Required table:
| Metric | Value | Note |
|---|---|---|
| ARPC (avg monthly revenue per customer) | $X | Pulled from Stripe / billing |
| Blended CAC | $X | Includes all marketing costs, not just paid |
| Annual retention rate | X% | 1 − annual churn |
| LTV (rough) | $X | ARPC × 12 / annual churn |
| LTV / CAC | X | Health benchmark: > 3 |
These feed the budget math in Section 10. If any of these are unknown, flag in Section 13 as top open decision.
Skills + tools
pricing, paywalls, sales-enablement, revops, ab-testing, etc.
Section 9 — 90-day roadmap
Purpose: The tactical execution layer. Every move ships within a named week, with an owner.
Length: Tables, not prose. Should fit on one printed page if possible.
Structure: Four 2–3-week sprints:
Weeks 1–2 — Unblock
Highest-confidence, lowest-cost changes. Removing things that are broken.
| Move | Stage | Owner |
|---|
Weeks 3–4 — Foundation
Pillar/foundational work. Domain consolidation. First content. First flows shipping. First tests live.
Weeks 5–8 — Velocity
Compounding work begins. Content cadence. Repeat tests. Channel scaling.
Weeks 9–12 — Compound
Second-order moves. Layered tactics. 90-day review prep.
Section 10 — 12-month outlook
Purpose: Quarterly milestones with explicit funding-stage capability unlocks named, anchored against a defensible growth pattern.
Length: Four sub-sections, one per quarter. ~250–400 words each. Plus a short framing paragraph at the top naming the budget method and growth pattern.
Framing (top of Section 10)
State explicitly:
- Budget method used. Method 1 (Revenue-Based 5–40% of ARR) or Method 2 (Goal-Based formula). See
references/budget-planning.md. Show the math. - Annual budget total + the experimental buffer (+10–20%).
- Resulting end-of-year ARR goal. Honest forecast, not a guarantee — see the forecasting reality check in
references/measurement-framework.md. - Growth pattern expected. Linear (predictable $X MRR added per month), step-function (plateau between deliberate jumps), or layered S-curves. For VC-backed Series A+, anchor against 3-3-2-2-2 and show whether the plan matches it or explicitly chooses a different trajectory. See
references/growth-patterns.md.
Structure (per quarter)
Q{N} — Months {X}–{Y}
Funding state: {tier} per funding-stage-unlocks.md
Focus: One-sentence focus theme for the quarter.
Outcomes by end of Q{N}:
- Bulleted outcome list (5–8 items)
KPI targets: 3–5 specific numerical targets.
Channel/Product/Market S-curve position: Which curves are growing, which are plateauing, which is the next one being staged for this quarter (see growth-patterns.md — layering principle).
Section 11 — Marketing operations stack
Purpose: The fCMO differentiator. Show how a small team + agentic tooling executes the plan without hiring at every channel.
Length: Tables + brief explanation.
Structure:
The thesis
1–2 paragraphs explaining the principle: small team + marketing-skills library + MCP integrations = output of a larger team.
Skills mapped to AARRR stages
| Stage | Primary skills | Supporting skills |
|---|---|---|
| Acquisition | (list) | (list) |
| Activation | (list) | (list) |
| Retention | (list) | (list) |
| Referral | (list) | (list) |
| Revenue | (list) | (list) |
| Cross-cutting | (list) | (list) |
MCPs / APIs mapped to stages
| Stage | Existing connections | fCMO tooling layer |
|---|
A concrete example
Pick one operational moment that proves the stack works (e.g., "Customer.io MCP let the non-technical founder draft a flow live on the kickoff call"). Anchor the abstract claim in a specific event.
Capability unlocks by funding stage
| Stage | Headcount | Tooling | Channels live |
|---|---|---|---|
| (current) | (list) | (list) | (list) |
| (next round) | (delta) | (delta) | (delta) |
| ... | ... | ... | ... |
Team and agency model (RACI)
Apply the principle from references/team-and-agency-model.md: strategy in-house, execution often outsourced.
| Function | Owned by (internal strategic role) | Executed by (IC / contractor / agency) |
|---|---|---|
| Growth marketing (demand engine) | ||
| Product marketing (story engine) | ||
| Content marketing (trust engine) |
If the team is missing a strategic owner for one of these functions, the first 90-day move (Section 9) should be the hire — Manager or Lead title, π-shaped if possible, not VP/CMO.
If execution capacity is the gap, name the contractor or small niche agency in the right cell rather than the team's existing IC.
Pull from references/funding-stage-unlocks.md.
Section 12 — Tactical idea bank
Purpose: Cross-reference all 139 ideas from the marketing-ideas skill against AARRR stages, with client-specific status.
Length: Long — tables can easily total 150+ rows.
Structure:
Intro paragraph
Explain the cross-reference: Sections 4–8 prescribe what's being done. This section maps what's possible.
Status legend
- Now (Q1) — already in 90-day plan
- Q2 — post-foundation layer-in
- Q3+ — post-seed-close or post-GA expansion
- Q4+ — long-game
- Skip / off-brand — incompatible with brand voice or business model
12.1 Acquisition ideas
By status (Now / Q2 / Q3+ / Q4+ / Skip), tables of relevant marketing-ideas by number.
| # | Idea | Client note |
|---|
12.2 Activation ideas
12.3 Retention ideas
12.4 Referral ideas
12.5 Revenue ideas
12.6 Cross-cutting / brand foundation ideas
Idea-bank summary
- Counts per AARRR stage
- Counts skipped, with rationale
- What the plan covers as a % of the available tactical surface area
- What this proves about the client's stage
Use references/idea-cross-reference.md as the source-of-truth mapping. Apply client-specific filters during draft (brand voice rules out some; funding stage shifts timing of others).
Section 13 — Measurement, RACI, open decisions, appendix
Purpose: Operational close. Define how the plan gets measured, who owns what, what's still TBD, and where to find the deeper docs.
Structure:
Measurement — the metrics that matter
North star (proposed): One metric that captures the business-model thesis. For Quietude it was blended-LTV-to-blended-CAC; for a B2B SaaS it might be NRR × NPS; for a marketplace, take-rate × monthly transacting users. Make it specific to the company.
Leading indicators by AARRR stage: Table:
| Stage | Leading indicators |
|---|---|
| Acquisition | ... |
| Activation | ... |
| Retention | ... |
| Referral | ... |
| Revenue | ... |
Review cadence:
- Weekly: who syncs with whom, on what
- Monthly: who reviews what
- Quarterly: plan recalibration trigger
RACI
| Domain | Responsible | Accountable | Consulted | Informed |
|---|
Common domains: strategic plan, brand voice, app/product implementation, lifecycle, SEO content, App Store, founder-led social, events, ambassadors, B2B sales, pricing, investor narrative, future hires.
Open decisions blocking the plan
Ranked by impact. Each is: name + impact + what's blocked.
- (highest impact) ...
- ...
- (lowest impact) ...
Appendix — deep-dive links
Published in this repo / shared with team: {relative paths to docs in the shared repo}
Founder-authored strategic context (internal knowledge base): {names of docs the team has access to outside the plan repo}
fCMO working drafts (not yet published): {names + how to access from author}
Closing line
*{Client} Marketing Plan v1. Prepared by {Author}, {Date}. For team review and discussion.*
Per-section heuristics for "is this section done?"
- Section 1 — A non-Quietude reader could understand the company's growth thesis from this alone.
- Section 2 — Brand voice rules are explicit enough that any new copywriter could follow them.
- Section 3 — All "in-flight" items have an owner and a blocker named.
- Sections 4–8 — Each move names a skill (
some-skill) and a tool (Customer.io MCP / Stripe MCP / Ahrefs / etc.). - Section 9 — Every row has an owner.
- Section 10 — Each quarter names the funding stage explicitly.
- Section 11 — At least one concrete operational example proves the stack thesis.
- Section 12 — Skip list has rationale, not just absence.
- Section 13 — North-star is specific to this company (not generic "ARR growth").