A marketing plan doesn't need to be complicated to be effective. Marketing Plan Simplified, an Agent.so workbook, helps you create a strategy that’s practical, focused, and aligned with your business goals.

Through guided exercises, you’ll define your audience, clarify your message, and map out marketing efforts that drive results, without the overwhelm.

Whether you're launching a new brand or tightening your current strategy, this workbook gives you the structure to move forward with clarity and confidence.

Turn ideas into a practical marketing plan

This workbook walks you through the core elements of a successful marketing strategy, starting with identifying your ideal customer and crafting a unique brand voice that resonates.

You'll complete guided exercises to build detailed customer personas, define what sets your brand apart, and set SMART goals that focus your efforts.

With each section, you’ll gain greater insight into your audience and how to speak directly to their needs, ensuring your message cuts through the noise.

Choose the right channels and measure what matters

Once your foundation is in place, this Agent.so workbook helps you select the most effective marketing channels for reaching your audience, from social media to email to offline outreach.

You’ll also find tools to build a budget, track key performance metrics, and make informed adjustments as your strategy evolves.

Designed to be hands-on and results-focused, this resource transforms planning into action, making it easier to stay consistent and grow your brand with purpose.

Use this workbook to build a streamlined marketing plan you can stick to, and finally market your business with clarity, not chaos.