December 22nd, 2020

Some say the best ideas are captured on the backs of napkins. But these days napkin brainstorming has taken a back seat to post-its and smartphone notepads. Regardless, the allure is the same: seizing a spark that can carve a pathway to something greater.

When it comes to business, that first idea puts everything in motion, but the plan to follow can be the thing that propels it forward or holds it back. So we’ve combined the simplicity of cocktail napkin brainstorming with the utility of a marketing plan to provide you with a simple template to springboard your ideas into a starting-point strategy on a single piece of paper.

Download and use our Marketing Plan on a Page tool.


You can use this tool any way you want, but the process we recommend is as follows:

  • Step 1. Determine your top three sales and marketing goals? What do you want to achieve and when do you want to achieve it? Be as specific as you can.

  • Step 2. Then quickly jot down all the problems you solve for the clients that really love you.

  • Step 3. Given the problems you solve, write down who really needs you to solve this problem. Who is most likely to look for you, buy from you, and become a raving fan?

  • Step 4. You know who you need to reach, so it’s time to get clear on why your customers work with you. What is it that makes you a more attractive choice than anyone else? Avoid generalizations like “great service.” You want to be different and better.         

  • Step 5. There will always be obstacles and challenges that can hinder progress. Determine what is getting in your way, holding you back, or threatening your success.

  • Step 6. Now that you know your goals, who you need to reach, why they need you, and what’s getting in the way, it's time to consider the tactics and channels you need to deliver your message and build your brand.

  • The magic wand: What would it look like if you waved a magic wand and created the perfect solution to reaching your goals? If you could sum up success in one sentence, what would it be?
Marketing plan on a page example

Download and use our Marketing Plan on a Page tool.


Don’t go it alone; let us help.

A-Train would love to help you put this plan into action. Contact us so we can talk through your Plan on a Page ideas.

And if you found this tool helpful, you might want to check out our other free resources:

Sample Journey Map | End-of-Year Marketing Checklist