To Create Your Marketing Plan in ClickUp, follow the steps given below:
- Open your ClickUp account
- Go to the 'Templates' section
- Search 'Marketing Plan' or 'Strategic Marketing Plan'
- Choose a template
- Select the ‘Space’ and ‘Workspace’ where you wish to create your plan
- Define Your Target Audience by utilizing the ClickUp Doc feature and creating Custom Fields
- Create individual tasks for each goal
- Choose Marketing Channels as per your requirements
- Make separate lists for task for each channel
- Assign Responsibilities and Tasks to relevant team members
- Set priority levels and due dates for each task
- Utilize ClickUp features for management like List View, Board View, Calendar View and Gantt Chart View
- Track the metrics and analyze performance
