What is a Marketing Strategy?

Get Ready To Ue Marketing Strategy Template 
Author: Sondos Yasser

What is a Marketing Strategy?

How to create it + Notion Template.

The Definition

Posting on social media and sending promotional emails are not marketing strategies—they are tactics that stem from a well-defined strategy.

A marketing strategy is a document where your business identifies the value it provides, who it serves, how it delivers that value, and what message it communicates.
The goal of a marketing strategy is to clearly state your company’s core value proposition across all channels. You’ll never see a major brand delivering mixed messages or switching their branding constantly. That’s called comprehensiveness—the heart of a strong marketing strategy. It's about planning every detail of your business so that your marketing activities remain aligned and purposeful throughout the year.

 

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Marketing Strategy Template

 

Why Is a Marketing Strategy Important?

Without a strategy, your marketing becomes scattered and reactive. You’ll find yourself doing things without a clear purpose. A solid marketing strategy acts as a roadmap that guides every action your business takes to reach its audience, promote its services, and grow.

Here’s why it matters:

  • Consistency across channels: Build a unified, memorable brand identity.
  • Smarter decisions: Know what supports your goals—and skip what doesn’t.
  • Audience clarity: Understand who you're talking to and what matters to them.
  • Higher ROI: Focus on tactics that actually drive results.
  • Team alignment: Everyone works toward the same clear goal.

Think of your strategy like the foundation of a building—without it, everything else wobbles.

 

How to Create a Marketing Strategy (Step-by-Step)

Your marketing strategy is like a pyramid. You can’t jump into tactics without a clear base. Yes, it takes time—but it’s one of your business’s most valuable assets. Let’s break it down.

1. Business Summary

Start by summarizing your business. A clear overview helps you make smarter decisions in later steps.

Cover the basics:

  • What does the business offer?
  • What’s the backstory?
  • Why was it started?

Define your Mission, Vision, and Values

Mission: What you do, for whom, and how (present-focused).

Example: Google’s mission“To organize the world’s information and make it universally accessible and useful.”

Vision: The long-term impact and aspiration.

Example: Tesla’s vision“To create the most compelling car company of the 21st century by driving the world’s transition to electric vehicles.”

Values: The principles that guide your decisions.

Example (my values):

  • Simplicity: Make marketing easy to understand and apply.
  • Efficiency: Help clients save time with smart workflows.
  • Independence: Empower solo creators to work confidently.

Elevator Pitch

Your elevator pitch should take no more than 90 seconds and clearly answer the question: "What do you do?"

Formula: Problem → Solution → Proof

Example: Did you know that many solopreneurs and marketers waste hours trying to plan their marketing from scratch? I help them save time and grow their businesses with freelance marketing services and ready-to-use Notion templates.

Mission and  Vision

 

Unique Value Proposition (UVP)

Your UVP explains how your product solves a problem, the benefits it delivers, and why it’s better than the competition. Don’t assume people know—spell it out and repeat it consistently.


2. Set Clear Goals

Before you take action, know what you're aiming for:

  • Business goals
  • Marketing goals
  • Your main focus
  • Key message

Clear business goals


3. Market Research

Research helps you understand your industry, identify risks, and spot opportunities.

Three methods included in my Notion template:

  1. Porter’s Five Forces:
    • Threat of new entrants
    • Buyer power
    • Supplier power
    • Substitutes
    • Competitive rivalry

Porter analysis

  1. SWOT Analysis – Evaluate your strengths, weaknesses, opportunities, and threats.

SWOT. analysis

  1. Surveys – Get direct insights from your target audience.

Use survey questions related to:

  • Demographics
  • Business challenges
  • Competitors
  • Branding
  • Products

4. Define Your Target Audience

If you try to speak to everyone, you speak to no one.

Who exactly needs your solution? Are they in a specific location, industry, or stage of growth?

Without defining this, you risk internal confusion and weak messaging. Once defined, create 1–2 buyer personas—detailed profiles of your ideal customers.

TARGET AUDIENCE TEMPLATE


5. Competitor Analysis

Analyze what others in your space are doing and how you can stand out.

How to do it:

  • Digital Presence Review – See where and how competitors show up online.
  • Strategic Overview – Understand their products and messaging.
  • Scorecard – Rate competitors on key attributes you care about (out of 5).

Competitor analysis


6. The 7Ps of Marketing

This classic framework ensures your strategy covers all areas:

  1. Product – Features, benefits, differentiators.
  2. Price – Is pricing aligned with value and audience expectations?
  3. Place – Where and how will they access your offer?
  4. Promotion – What tactics will spread the word?
  5. People – Who delivers the service/product?
  6. Process – Your workflows and systems.
  7. Physical Evidence – Social proof, testimonials, certifications.

7ps


7. Communication Channels

Define how you’ll communicate, based on your audience’s habits and preferences:

  • Email Marketing – For lead nurturing and updates.
  • Content Marketing – Blogs, SEO articles, case studies.
  • Social Media – Choose platforms strategically.
  • Paid Ads – Google, Meta, YouTube.
  • Live Sessions – Webinars or IG Lives.
  • Partnerships – Influencer or brand collaborations.

Pick what aligns with your brand and audience—and stay consistent.

Comm. method


8. Marketing Budget

A strategy without a budget is a wish.

Ask yourself:

  • What % of revenue can go to marketing?
  • Where will you allocate funds (ads, tools, people)?
  • Do you need to hire or outsource?
  • Will you test new ideas?
  • What tools do you need to track ROI?

Budgett

Final Thoughts

Your marketing efforts need to be organized and guided by a well-crafted strategy. That’s how you improve, analyze, and grow.

Not every method listed above will apply to your business, but these steps are foundational. Adapt them to suit your goals, and remember—you don’t have to start from zero.

 

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