Write Your Strategy From a Marketing Inventory Template
Build a strategy from goals alone and you’re treating the business like a blank page, which it never is. Each channel you inherited came with a history, a price tag, and a login held by whoever set it up. A plan that ignores those facts is guesswork, and we think a strategy written from what already exists produces better outcomes than one written from aspirations. A marketing inventory template gives you that starting point. Before your next conversation with an agency or contractor, complete one. With it, you can compare any agency’s account of its work against a record you built yourself. What Goes Into a Marketing Inventory Template? A useful inventory needs six columns. Each one requires information you can pull from a receipt, a login screen, or a dashboard. Copy these columns into a spreadsheet and answer the prompts for every channel you operate: Channel Vendor Login location and admin holder Owner Cost What it produced Website Who built it and who hosts it? Where are the sign-in details stored, and who is the admin? Who approves changes? What does it cost per year? Which visits or leads trace back to it? Domain name Which company holds the registration? Who is the registrant on record? Who renews it? What is the renewal cost? What does it point to? Social account Who posts, and who manages the ads? Who holds admin access? Who approves posts? What does it cost per year? What results are on record? Analytics Who set it up? Who is the admin? Who reads the reports? What does it cost per year? Which decisions has it informed? Business Profile Who manages it? Who is the owner? Who answers reviews? What does it cost per year? Which calls or visits trace back to it? Any other channel Which provider runs it? Where are the sign-in details stored, and who is the admin? Who approves changes? What does it cost per year? What results are on record? Channels, Vendors, and Costs Begin with whatever leaves a paper trail. Invoices and card statements show who bills you and how much, faster than conversations with the vendor do. Give each channel its own line, then fill in the vendor, the cost, and what you got for it. Don’t forget quiet charges like a domain renewal or a hosting subscription that bills in the background. They belong on the row for the service they support. With every cost on one schedule, such as annual, the total can feed your small business marketing budget. For results, note the figure and the date range it covers. If nothing was tracked for that date range, leave the cell blank so you can identify what nobody’s measuring. Logins and Admin Access Next, list who can grant access to each service and where the sign-in details are kept. Never type a password into the sheet. Point to the password manager or the staff member who keeps those credentials, and whoever inherits the sheet will then know where to ask. Permissions decide who can remove users. Pair each name with a role. Google’s Analytics help page says an Administrator can add and delete users, while an Editor can view users across a property but can’t manage them. An Editor can see a former contractor among the people with access and still can’t remove them. On social accounts, the one who posts isn’t always the one who controls the profile. Record whoever has admin rights. Your web address adds one more layer. ICANN’s registrant guidance defines a registrant as an individual or entity who registers a domain name. According to ICANN’s list of registrant responsibilities, you must answer registrar inquiries within 15 days and keep billing information current when auto-renew is on. If a former employee or contractor still holds the registration, fix that entry first. What Should You Keep, Fix, or Drop? Once the rows are complete, categorize them, giving each a label based on what it produced and what it charges. Keep entries that demonstrate a result and name an owner who can reach the account. Fix entries that produce results but lack a documented login, a named owner, or a current cost. Drop entries with no result, no named owner, and no reason anyone can give for the spend. A channel with no recorded result is unmeasured. Suspending the spend makes sense until someone can demonstrate what it produced and what it returned. Monitor the cost column while you categorize. An identical result means one thing at a low price and another at a high one. Document a reason beside every label, because a drop entry becomes a question for the provider. A fix entry becomes a request with a name attached. What Should the Written Strategy Cover? The rows that survived the sort set your scope, so planning covers only the channels that qualified. Write one goal per remaining channel and use its result cell as the starting measurement, since a goal without that baseline can’t be judged later. Every blank cell becomes a first task for the person named on that row. A one-page strategy can include four components: Scope, the channels that stay in the plan Goals, one per channel with its starting figure Owners, the named individual for each line Review dates, when each goal gets checked For each fix entry, add a short note naming the missing information and who will supply it. New tactics wait until existing ones produce a measurable result. Who Should Own Each Channel and Account? Each account needs one named person who holds administrator rights and takes responsibility for it. That person approves changes, receives performance reports, and answers whenever a provider needs a decision about the work. After a departure, that row gets a new name. Who Does the Work An employee, an agency, or a freelancer can carry out the routine tasks, but the owner column should still name someone inside your business. While your internal contact keeps the documentation and signs