Marketing Resources
Practical tools to help you understand your customers, choose where to focus, and get more organized with your marketing. Start with the topic that fits what you’re working on.
— Free Tools For Growing Businesses —
Making Sense of Marketing
A three-part training series for small business owners who want to make more informed marketing decisions. These worksheets help you put each topic into practice, whether you attended the sessions or are working through them on your own.
Part 1: Understand Your Customer
Identify who you’re trying to reach, what matters to them, and how they decide to buy.
Download: Identifying Your Priority Customer
Download: Customer Persona Worksheet
Part 2: Choose the Right Marketing Channels
Decide where to spend your time and budget based on your customers, your goals, and what you can realistically manage.
Download: Build Your Starting Channel Plan
Download: Marketing Opportunity Cost Benefit Analysis
Part 3: Help Customers Find You Online
Make it easier for customers to find your business and understand what you offer.
Download: Build Your Business Description
Download: Track Your Marketing Progress
Planning & Managing Your Marketing
Tools to help you set priorities, prepare for a marketing hire, and work more effectively with an agency.
Small Business Marketing Roadmap
Organize your goals and identify the marketing priorities that deserve your attention first.
How to Set Up a Marketing Agency for Success
Set expectations, improve communication, and build a more productive relationship with your marketing agency.
Before You Hire: Marketing Prep Checklist
Get your business ready for a marketing hire with clear expectations and the support they’ll need to succeed.
Marketing Hire Onboarding Guide
Help your new marketing team member get started with defined priorities, responsibilities, and support.
Set expectations, improve communication, and build a more productive relationship with your marketing agency.
Helpful Reads
