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Business worksheet

Marketing plan template

Choose your customers, plan promotions and set a marketing budget. Fill in this worksheet online, then download or print your plan.

Before you start

Useful for: Market traders, food stalls, tailoring, beauty services, crafts, and small digital services.

  • List the products or services you want to focus on first.
  • Think about your main customer groups: camp residents, host community buyers, organisations, or online customers.
  • Check what promotion methods you can realistically manage, such as WhatsApp, flyers, word of mouth, market display, or Facebook.
Jump to a section
  1. 1. Customer groups
  2. 2. Products and services
  3. 3. Pricing
  4. 4. Channels
  5. 5. Weekly and monthly promotion plan
  6. 6. Budget
  7. 7. Success measures

Your worksheet

Type your notes below, then download or print a copy. Notes stay on this page and are not saved when you leave.

Customer groups

Write down the customer groups you most want to reach first.

Who is most likely to buy from you regularly?

Who else may buy from you sometimes?

What problem are you solving or what need are you meeting?

Products and services

Keep this focused on what you want to promote now, not everything you might do later.

What are you promoting first?

Why would someone choose you instead of another seller?

Which product or service helps your business most?

Pricing

Use this section to make sure your pricing matches what customers can understand and compare.

What price will you advertise publicly?

Will you run bundles, discounts, or loyalty offers?

Why is this price fair for you and the customer?

Channels

Choose channels you can use consistently, even with a small budget.

Market stall, posters, church, school, events, shop signs, or referrals?

WhatsApp status, Facebook, phone calls, SMS, or a marketplace listing?

Which one brings the most serious customers?

Weekly and monthly promotion plan

Break promotion into small actions you can actually keep doing.

What will you do every week to stay visible?

What bigger action will you do once each month?

Who can help with photos, wording, printing, or posting?

Budget

Keep promotion costs realistic and linked to your expected return.

How much can you spend each month?

Printing, transport, data, airtime, signage, or samples?

What can you do for free or almost free?

Success measures

Choose a few signs that tell you whether the plan is working.

What sales result do you want this month?

How many enquiries or new customers do you want?

When will you check what is working and what is not?

Worked example

A fictional business, shown to help you fill in the worksheet.

Bright Thread Tailoring: Tailoring and clothing repairs

A small tailoring business serving school families, church groups, and market customers in and around Dzaleka.

Customer groups

  • Main group: parents needing school uniform repairs and adjustments.
  • Secondary group: women ordering dresses for church, weddings, and community events.
  • Need: reliable tailoring, fast repairs, and neat finishing.

Channels and promotion

  • Weekly actions: post finished work on WhatsApp status every Monday and Friday.
  • Monthly action: visit one church women’s group and one school contact with sample photos.
  • Best channel: referrals from satisfied customers and WhatsApp photos.

Budget and success measures

  • Budget: MWK 20,000 per month for data, airtime, and two poster updates.
  • Sales target: 25 repair jobs and 6 custom clothing orders this month.
  • Review date: last Saturday of each month.
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