Small Business Marketing Worksheets & Resources
Creating Your Business Strategy
Building Your Brand Strategy
Create a StoryBrand BrandScript
- YouTube Tutorial
- The Book (audio, digital, or paperback)
- The Free Tool
Brand Voice Exercise
- Brand Voice Worksheet
- Brand Voice Whiteboard with Instructions
Brand Visual Board
• Canva Template: Visual Brand Board
• 10-Minute Canva Tutorial
TOOLS FOR SELECTING COLORS
Creating Your Marketing Strategy
Awareness Channels: Finding Your Mix
Planning Your Funnel
Remember to start slow. Keep it simple and then build out over time.
- Funnel Worksheet
- My favorite tools: a whiteboard and markers
Executing Your Marketing Plan
Your Website
If you do not have logins for your site host and domain registrar, WALK AWAY!
Make sure you have an automatic backup.
Home Page Wireframe for Website Copywriting
ZERO BUDGET: DIY
- Wix
- Squarespace
- NameCheap: Buy your domain name here
MICRO BUDGET: SKILLED HELP
Ask your designer to:
- Use WordPress.org
- For eCommerce: Use WooCommerce (also consider Shopify as a WordPress alternative)
- For Simple Scheduling: Calendly
- Keep it to 3-5 pages
- Use a WordPress theme with high ratings and solid help resource
- Use Elementor builder to make it easy for you to edit yourself
SMALL BUDGET: GET STRATEGIC HELP
Find an agency:
- Open communication
- Willing to push back
- Looking at results
- Wants to get to know you
MAKE SURE YOU OWN YOUR WEBSITE
- Copyright to all content and design
- Host and domain registrar in your name
- Logins for your host and domain registrar (it may be one login for both)
Social Media
Social media is the most expensive and time-consuming way to market online.
- Scheduling Tool: Buffer
- Scheduling Tool: MailerLite
- Email Drip Campaign Outline Worksheet
Need Help?
Marketing Support
Starting at $1495/mo
Marketing Coaching
Starting at $195
Online Course
$34
