Build a clear, confident marketing strategy—step by step.
This fully customizable template helps you capture every key decision you've made about your brand, messaging, audience, and online presence. Designed to be easy to update and share, it’s the perfect tool to organize your marketing foundation, align your team, and give vendors or partners the clarity they need. Whether you use it to guide internal work or hand off to someone executing on your behalf, this template keeps your strategy smart, simple, and ready to grow.
This template is designed to be the perfect companion to the SMB Course, The 18-Step Marketing Launch Plan for Every SMB. As you work through the course, use this playbook to organize your decisions and build a strategic foundation you can actually use—now and as you grow.
Your business, your playbook
The Marketing Foundations Playbook Template is fully customizable to fit your unique business. Designed in PDF, PowerPoint and Google Slides for flexible, easy editing, this template helps you document everything you've built—from brand purpose and tone of voice to personas, messaging, and visual identity.
Whether you're a solopreneur or leading a small team, the template keeps your strategy organized, aligned, and easy to share. Use it as your go-to reference, a team onboarding tool, or a way to brief agencies and freelancers faster. It’s your playbook—tailored to your goals, your growth, and your next big move.
Access the Google Slides link inside the PDF or PowerPoint download.