digital media company business plan pdf

How to Write a Digital Marketing Agency Business Plan (with PDF Template)

SEOptimer now serves over 2,000 digital agencies around the world and through the years we've had the chance to connect with many of our agency customers to understand their early days in starting their agency.

This is incredibly interesting to us because it helps us understand where and how they plan to grow so we can help build the features they need in SEOptimer.

This article is the 3rd in our series focused on starting a new digital agency. For some useful prior reading be sure to check out our previous articles:

• How to Start a Digital Marketing Agency : a comprehensive guide covering typical agency business models, services, hiring, training, new business, day to day management and more!
• Digital Agency Lean Canvas : a digital agency business model on a single page! The lean canvas is a popular documentation methodology borrowed from the tech startup world.

Don't be dismayed if it feels like there's a lot of other competing digital agencies in your city. This is perfectly normal. Digital marketing services like local SEO, for example, are dominated by small agencies.

Search Engine Land reported that over 50% of local SEO agencies have 10 or fewer clients. Forbes Council Member Jon Hall says, this keeps the industry "weird" - aka diverse as its not dominated by a small handful of big agencies.

The first step in launching a new digital marketing agency is to write a plan. In this guide, we'll cover two of the more traditional ways to define a business plan document with handy downloadable templates:

• Digital Marketing Agency Business Plan Document (DOCX & PDF) Template
• Creative Agency Business Plan Deck (PPTX) Template

What is a Digital Marketing Business Plan?

A digital marketing business plan outlines your strategy to attract and retain customers using digital channels. It encompasses your goals, target audience, competitive landscape, marketing tactics, and financial projections.

A well-crafted plan serves as a blueprint for your marketing efforts, ensuring you remain focused and organized. It also helps you identify potential pitfalls and areas for improvement. 

For entrepreneurs and small business owners, having a digital marketing business plan is critical. It not only helps secure funding but also ensures that all team members are aligned with the company's vision and objectives.

It also provides a framework to measure success and make data-driven decisions.

Why Do You Need a Digital Marketing Agency Business Plan?

The days of mandatory 50+ page business plans are long gone. The choice is now yours as to whether you define your digital agency business plan in an in-depth strategic document or not.

Some agency founders find it useful to brainstorm this way and document their thought process in a long-form fashion across many pages.

Other founders prefer creating shorter slide decks, others opt for a 1-page lean canvas version or some even write their plan in a wiki or business planning tool.

There is no right or wrong way to document your plan. You need to find the documentation method that suits you best. If you're unsure what suits you best, the following factors may help you decide:

Consideration #1: Who is the Audience?

Think about who this document is for. Who will read it? In some cases it will just be you and the founding team. If you are raising money, obviously your investors will be a key audience.

You might also have business partners or board members who may be an audience too. When thnking through all these different groups, work backwards from the most optimal presentation format.

Consideration #2: Seek an Unbiased Third-party Opinion

Devin Schumacher is the Founder of SEO agency SERP and says it's easy to get swept up in your own overly optimistic projections.

"Ask an experienced agency founder you trust or admire to sanity-check your plan. Seeking an objective opinion from a third-party detached from your new business is vital."

Devin makes a great point. This type of peer review methodology is commonplace in other industries but sometimes lacking amongst agency founders.

Make sure you get at least 1 other unbiased opinion from someone who has already achieved success in your niche.

Don't fall into the trap of asking a friend or your accountant or someone you know personally to review your plan. Doing so will give you a biased opinion.

You need an unbiased opinion from someone willing to give you objective feedback.

Consideration #3: Stand your Ground

The whole point of a business plan is to take the time and effort to research the market, your competitors and potential clients. This document will distill all your insights into a strategic plan you can operationalize.

As is always the case, unexpected distractions masquerading as opportunities (rightly or wrongly) will pop up in your field of view demanding your attention.

Perhaps it's a new client opportunity with a project slightly adjacent to your niche. Perhpas a hiring opportunity for a role you didn't plan to hire yet.

Sometimes the hardest thing is to say no, when you're in the mindset of taking every opportunity for growth.

During these situations, revisit your agency business plan and remind yourself of your focus area niche and how you planned to grow within that niche.

Consideration #4: But, Be Okay With Change

There's no shame in pivoting.

In fact this balance between sticking to the plan and pivoting the plan needs to be navigated by every digital agency founder. It's not easy and often you will be second-guessing yourself.

"Every agency owner I know has had to massively adjust their target audience, pricing structure, competitor analysis, and service offerings based on the way they grow over the first 2-5 years."

Rebekah says that founders need to be prepared for change, afterall, digital marketing is in constant flux and evolution, so change is the norm and we need to write business plans with flexibility in mind.

Trust your performance metrics and continue to do the things that have the biggest quantifiable business impact.

Typical Business Plan structures

We mentioned previously that there's no right or wrong way to document your business plan. So with that said, let's look at some typical marketing agency business plan templates that you can use.

After considering all the factors above, choose the structure that works for you and your stakeholders best. We've outlined six of the more common options below:

Option #1: Written Business Document

This is the more traditional (and still valid) way to describe your business. A written business plan document in MS Word or Google Docs is still the most common way to document your digital marketing agency business plan.

This type of business plan is considered "long-form", ie: longer in length and suited to more descriptive language. Expect to write longer rationales, longer explanations with plenty of space for evidence, research, insights and strategy.

This type of plan will likely be 30+ pages and feel comprehensive. This comprehensiveness is especially needed if external investors or business partners are involved who need to be convinced of the robustness of your plan.

Option #2: Slide Deck

The PowerPoint Presentation (or Google Slides or Keynote) has become the go-to corporate communication format.

Digital agency founders spend most of their time communicating to staff, clients and stakeholders in PowerPoint so it makes sense to use this format for the purposes of communicating the agency's overall business plan.

The fundamental difference between this option and the written document, is that a slide deck is a presentable format. So typically you might be in the room with your business partners, walking through the presentation on the screen.

Whereas in option #1, a written document is not a compelling way to present an idea. It's much more suited as a sent document to be consumed in isolation.

That's not to say that a slide deck can't be utilized this way, it's just more common that you would be presenting and talking through your plan with the slides serving as a visual backup to what you say.

There's also a good argument for doing both (ie written document AND slide deck). It comes down to who all the stakeholders are (eg investors, business partners or just you) and whether you intend to present your plan or just document your plan.

Option #3: Lean Canvas

The Lean Canvas developed by leanstack.com is a business plan on a page split into 10 boxes. This planning document has become very popular in the tech/startup world and has since been adopted in many other industries, including digital agencies.

Be sure to check out our previous article explaining how to use a Lean Canvas for your agency .

The entire business plan fits on a single page which means you obviously need to sweat on every single world and ensure only the most important details are included.

We are big supporters of this format because this helps you prioritize and focus your efforts down to the fundamental aspects of your new business.

Option #4: Wiki

In the context of a business, a Wiki is usually an internal website with multiple interlinking articles. The biggest Wiki in the world is Wikipedia and if you want to get really meta, check out Wikipedia's wiki about wikis :

"A wiki (/wɪki/ WIK-ee) is a hypertext publication collaboratively edited and managed by its own audience directly using a web browser. A typical wiki contains multiple pages for the subjects or scope of the project."

Wiki's are generally perceived as internal knowledge bases so if your business plan has executional detail, this might be a good format for documenting processes and methodologies for staff.

Option #5: General Planning Tool

Tools like Notion and Trello have grown massively in recent years as more people are working remotely and more work in general is being done collaboratively online.

These types of planning tools are designed to be multi-purpose and fall somewhere between a wiki and a specialized business planning tool.

How to Construct the Business Plan

Now that we've covered the typical business plan structures let's look at the specifics of how you actually go about constructing the business plan and each of the main tasks you need to perform and sections of the business plan.

Market Research Data Gathering

Customer/client research.

Rebekah Edwards, who we spoke to previously stresses the importance of market research with as many potential clients as you can. She interviewed several businesses in their target market when developing their service offerings and pricing.

Some of the questions she thought were most helpful included:

• With no other information, what do you think X would cost from an agency? (X being the service in question.)
• What is the biggest roadblock for you to accomplish X in-house? (X being basic content/SEO projects, such as article creation/editing/uploading or strategizing new keywords.)
• How would you typically search for a digital marketing agency? (Referrals, social media, Google search, etc. — this helped us understand how to best market our services)
• If you already work with a digital marketing agency of any kind, what stood out? Why did you sign on the dotted line?
• Have there been digital marketing agencies you've specifically decided not to work with for any particular reason? What were the red flags or the issues with a fit that led you to say no?
• What matters most to you when working with a digital marketing agency? (Examples: data/analytics, frequent communication, hitting deadlines every time, price, niche of expertise, etc.)

Answers to these questions are invaluable as they help you position and market your new digital agency based on customer insight.

Competitor Research

The importance of competitor research goes without saying. It's vital you have a good understanding of how your competitors are going to market, how they sell, who they target and what their rough price points are.

If you have a friend who owns a small business, ask them to mystery shop at a competitor so they can report back to you what the sales process was like.

The way you position and sell your services should be informed by a combination of both customer insights and competitor insights.

Addressing client needs whilst maintaining a unique selling proposition will set your new digital agency up for success!

Building out the Business Plan

Download our template: digital marketing agency business plan document.

To make edits to the document make sure to download our DOCX template which you can edit directly in Microsoft Word. However if you would prefer a printable PDF, we also provide this option too.

Use these templates as a starting point to help you draft your digital marketing business plan:

Below are some of the highlight areas of the plan:

Market Research Findings

We suggest conducting three types of research to inform your marketing agency business plan:

• Qualitative research like one-on-one interviews, focus groups and meetings with prospective clients
• Quantitative reserach like online surveys, mass emails and multivariate testing
• Competitor analysis to determine their strengths and weaknesses

Unique Selling Proposition (USP) and Service Offering

Nailing your USP will be tough especially if you are in a competitive industry / city. Use the previous market research tasks to discover where the gaps are in the market and leverage these insights to position your new agency to be competitive AND different.

Perform a SWOT analysis based on your new USP. Then you can determine your actual service offerings and pricing strategy.

Go-To-Market (GTM) Plan and Org Structure

Define your target market - the exact client types who you want to sell to and list the marketing and advertising activities that you will perform that would be most effective in reaching these types of people.

Also list your people (this might not be many on day 1!), sources of advice and support as well as the strategies you'll use to retain your staff and build their skills and knowledge.

Goals Sales Forecasting

This marketing agency business plan template includes goal setting for the next year and goal setting for the next 3 years. This page is structured to help you set SMART goals.

SMART goals are:

• Specific : In the '[Enter a goal]' section describe your goal clearly and ensure you attach a person responsible in the 'Who's responsible' section.
• Measureable : Ensure the actions you list in the 'Actions to achieve goal' have an objective outcome
• Achievable : Ensure you sense-check your goals with your team and all agree that they are attainable
• Relevant : Ensure this is a priority goal and will help your new agency grow
• Time-bound : Enter a due date to ensure the goal doesn't get forgotten

Use the Cash flow forecast table as a simple way to visualize cash-on-hand in your first 12 months. Add rows to estimate your monthly expenses like payroll, rent, utilities, subscriptions, insurance, fees and other ongoing costs.

Tools and Tech

Finally, list out all the tools and technology your new agency will likely need to run an efficient operation. We've listed SEOptimer for you already because it's one of the best, low-cost lead generation tools for your agency.

Over 2,000 digital agencies use SEOptimer to generate white label site audits and embed an audit form on their agency website to capture new lead details.

Creative Agency Business Plan Slide Deck PPTX Template

If you prefer a slide deck template, use this creative agency business plan example in PowerPoint format:

Sources of Funding for Your Digital Marketing Agency

Starting a digital marketing agency requires initial capital. Here are some sources of funding to consider:

Bootstrapping

Bootstrapping involves using your savings or revenue generated from the business to fund your operations. It's a common approach for entrepreneurs who want to maintain control and avoid debt.

While this method requires careful financial planning, it allows you to grow organically and reinvest profits back into the business.

Small Business Loans

Small business loans from banks or credit unions can provide the necessary capital to get your agency off the ground. These loans typically have lower interest rates compared to other financing options.

However, they may require a solid business plan and collateral. Research different lenders and compare their terms to find the best fit for your needs.

Venture Capital

If you have a scalable business model with high growth potential, venture capital (VC) funding might be an option. VCs invest in startups in exchange for equity.

While this can provide substantial funding, it also means giving up some control over your business. Make sure your goals align with those of potential investors before pursuing this route.

Crowdfunding

Platforms like Kickstarter and Indiegogo allow you to raise funds from a large number of people. Crowdfunding not only provides capital but also helps validate your idea and build a community of supporters.

Create a compelling campaign that clearly communicates your value proposition and the benefits of supporting your agency.

Angel Investors

Angel investors are individuals who provide capital to startups in exchange for equity or convertible debt. They often offer mentorship and valuable industry connections.

To attract angel investors, you need a strong business plan, a clear value proposition, and evidence of your ability to execute.

Do You Need an LLC to Start a Digital Marketing Agency?

A Limited Liability Company (LLC) is a popular business structure for small businesses and startups. It provides personal liability protection, meaning your personal assets are shielded from business debts and lawsuits.

LLCs have the option to be taxed as a sole proprietorship, partnership, S corporation, or C corporation. This flexibility allows you to choose the best tax treatment for your situation

Having "LLC" in your business name can enhance your agency's credibility and professionalism. It signals to clients and partners that you are serious about your business and committed to its success.

That being said, you don't have to have an LLC when starting your digital marketing agency but it might be a good idea to establish an LLC for the reasons mentioned above.

Crafting a digital marketing agency business plan is essential for entrepreneurs and small business owners. By following the steps outlined in this guide, you can create a comprehensive plan that sets your agency up for success.

Tim's background is in digital marketing working for both large and small digital agencies and diverse client types. He has a passion for tech, software and staying up to date on the latest search engine news.

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3+ SAMPLE Digital Marketing Business Plan in PDF

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How To Write a Digital Media Business Plan + Template

Creating a business plan is essential for any business, but it can be especially helpful for digital media businesses that want to improve their strategy and/or raise funding.

A well-crafted business plan not only outlines the vision for your company, but also documents a step-by-step roadmap of how you are going to accomplish it. In order to create an effective business plan, you must first understand the components that are essential to its success.

This article provides an overview of the key elements that every digital media business owner should include in their business plan.

Download the Digital Marketing Agency Business Plan Template

What is a Digital Media Business Plan?

A digital media business plan is a formal written document that describes your company’s business strategy and its feasibility. It documents the reasons you will be successful, your areas of competitive advantage, and it includes information about your team members. Your business plan is a key document that will convince investors and lenders (if needed) that you are positioned to become a successful venture.

Why Write a Digital Media Business Plan?

A digital media business plan is required for banks and investors. The document is a clear and concise guide of your business idea and the steps you will take to make it profitable.

Entrepreneurs can also use this as a roadmap when starting their new company or venture, especially if they are inexperienced in starting a business.

Writing an Effective Digital Media Business Plan

The following are the key components of a successful digital media business plan:

Executive Summary

The executive summary of a digital media business plan is a one to two page overview of your entire business plan. It should summarize the main points, which will be presented in full in the rest of your business plan.

• Start with a one-line description of your digital media business
• Provide a short summary of the key points in each section of your business plan, which includes information about your company’s management team, industry analysis, competitive analysis, and financial forecast among others.

Company Description

This section should include a brief history of your company. Include a short description of how your company started, and provide a timeline of milestones your company has achieved.

If you are just starting your digital media business , you may not have a long company history. Instead, you can include information about your professional experience in this industry and how and why you conceived your new venture. If you have worked for a similar company before or have been involved in an entrepreneurial venture before starting your digital media business, mention this.

You will also include information about your chosen digital media business model and how, if applicable, it is different from other companies in your industry.

Industry Analysis

The industry or market analysis is an important component of a digital media business plan. Conduct thorough market research to determine industry trends and document the size of your market. 

Questions to answer include:

• What part of the digital media industry are you targeting?
• How big is the market?
• What trends are happening in the industry right now (and if applicable, how do these trends support the success of your company)?

You should also include sources for the information you provide, such as published research reports and expert opinions.

Customer Analysis

This section should include a list of your target audience(s) with demographic and psychographic profiles (e.g., age, gender, income level, profession, job titles, interests). You will need to provide a profile of each customer segment separately, including their needs and wants.

For example, the customers of a digital media business may include businesses that need marketing help, as well as individuals who want to improve their personal brand.

You can include information about how your customers make the decision to buy from you as well as what keeps them buying from you.

Develop a strategy for targeting those customers who are most likely to buy from you, as well as those that might be influenced to buy your products or digital media services with the right marketing.

Competitive Analysis

The competitive analysis helps you determine how your product or service will be different from competitors, and what your unique selling proposition (USP) might be that will set you apart in this industry.

For each competitor, list their strengths and weaknesses. Next, determine your areas of competitive differentiation and/or advantage; that is, in what ways are you different from and ideally better than your competitors.

Below are sample competitive advantages your digital media business may have:

• Strong management team with a wealth of industry experience
• Proven track record of success with similar businesses
• Robust and innovative technology platform
• Strong partnerships with complementary businesses
• Access to a large and growing customer base
• Ability to scale quickly to meet customer demand
• Favorable pricing structure

Marketing Plan

This part of the business plan is where you determine and document your marketing plan. . Your plan should be clearly laid out, including the following 4 Ps.

• Product/Service : Detail your product/service offerings here. Document their features and benefits.
• Price : Document your pricing strategy here. In addition to stating the prices for your products/services, mention how your pricing compares to your competition.
• Place : Where will your customers find you? What channels of distribution (e.g., partnerships) will you use to reach them if applicable?
• Promotion : How will you reach your target customers? For example, you may use social media, write blog posts, create an email marketing campaign, use pay-per-click advertising, launch a direct mail campaign. Or, you may promote your digital media business via a combination of these channels.

Operations Plan

This part of your digital media business plan should include the following information:

• How will you deliver your product/service to customers? For example, will you do it in person or over the phone only?
• What infrastructure, equipment, and resources are needed to operate successfully? How can you meet those requirements within budget constraints?

The operations plan is where you also need to include your company’s business policies. You will want to establish policies related to everything from customer service to pricing, to the overall brand image you are trying to present.

Finally, and most importantly, in your Operations Plan, you will lay out the milestones your company hopes to achieve within the next five years. Create a chart that shows the key milestone(s) you hope to achieve each quarter for the next four quarters, and then each year for the following four years. Examples of milestones for a digital media business include reaching $X in sales. Other examples include adding new customers, launching new services, and expanding to new markets.

Management Team

List your team members here including their names and titles, as well as their expertise and experience relevant to your specific digital media industry. Include brief biography sketches for each team member.

Particularly if you are seeking funding, the goal of this section is to convince investors and lenders that your team has the expertise and experience to execute on your plan. If you are missing key team members, document the roles and responsibilities you plan to hire for in the future.

Financial Plan

Here you will include a summary of your complete and detailed financial plan (your full financial projections go in the Appendix). 

This includes the following three financial statements:

Income Statement

Your income statement should include:

• Revenue : how much revenue you generate.
• Cost of Goods Sold : These are your direct costs associated with generating revenue. This includes labor costs, as well as the cost of any equipment and supplies used to deliver the product/service offering.
• Net Income (or loss) : Once expenses and revenue are totaled and deducted from each other, this is the net income or loss.

Sample Income Statement for a Startup Digital Media Business

Balance Sheet

Include a balance sheet that shows your assets, liabilities, and equity. Your balance sheet should include:

• Assets : All of the things you own (including cash).
• Liabilities : This is what you owe against your company’s assets, such as accounts payable or loans.
• Equity : The worth of your business after all liabilities and assets are totaled and deducted from each other.

Sample Balance Sheet for a Startup Digital Media Business

Cash Flow Statement

Include a cash flow statement showing how much cash comes in, how much cash goes out and a net cash flow for each year. The cash flow statement should include:

• Cash Flow From Operations
• Cash Flow From Investments
• Cash Flow From Financing

Below is a sample of a projected cash flow statement for a startup digital media business .

Sample Cash Flow Statement for a Startup Digital Media Business

You will also want to include an appendix section which will include:

• Your complete financial projections
• A complete list of your company’s business policies and procedures related to the rest of the business plan (marketing, operations, etc.)
• Any other documentation which supports what you included in the body of your business plan.

Writing a good business plan gives you the advantage of being fully prepared to launch and/or grow your digital media business . It not only outlines your business vision but also provides a step-by-step process of how you are going to accomplish it.

If you are seeking funding from investors or lenders, it is especially important to have a well-written business plan that demonstrates the expertise and experience of your management team, as well as your company’s potential for financial success. By taking the time to write a detailed and comprehensive business plan, you will give your digital media business the best chance for success.  

Finish Your Digital Media Business Plan in 1 Day!

Wish there was a faster, easier way to finish your digital media business plan?

With our Ultimate Digital Marketing Agency Business Plan Template you can finish your plan in just 8 hours or less!

Free Digital Marketing Plan and Digital Media Templates

By Joe Weller | January 18, 2021

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You’ll find a collection of essential free digital marketing plan and digital media templates for marketers, enterprises, small businesses, startups, and others. Plus, tips to help you plan and manage digital marketing projects.

On this page, you'll find many helpful digital marketing and digital media templates, including a simple digital marketing plan template  and a  digital marketing project plan checklist template .

Digital Marketing Plan Template

Use this template to build national, local, public relations, and social media digital marketing plans. Track your campaign’s success in month-by-month columns, and use the content strategy section to ensure the best industry tools are at your disposal. 

Excel | Google Sheets

Digital Strategic Marketing Plan Template

This digital strategic marketing plan template helps you identify the objectives of your marketing campaign, so you can plan, implement, and track its success. Note your marketing plan objectives, target market, budget, and other details on the template. 

With this fully customizable template, you can include marketing-specific components for running powerful digital marketing campaigns. 

Download Strategic Digital Marketing Plan Template

Excel | Google Sheets  | Smartsheet

Digital Marketing Project Plan Template

Use this basic project plan template for week-by-week and month-by-month views into a digital marketing project. Assign task IDs, task names, priorities; track status; designate an owner; and add projected and actual start and end dates and progress notes. 

Keep apprised of your digital marketing project plan’s individual tasks — and gauge its success — with this easy-to-use digital marketing project plan template.

Download Digital Marketing Project Plan Template

Digital Marketing Project Plan Checklist Template

Track your digital marketing project plan’s progress with this checklist template. Enter major and minor actions, along with the corresponding task, assigned team member, deadline, and completion status. Cover every detail in your digital marketing project plan with this checklist. 

Download Marketing Project Plan Checklist Template

Excel  | Google Sheets

One-Page Digital Marketing Project Plan Template

This single-page digital marketing project plan template offers a streamlined tool to plan, implement, and track all project stages. Add your business summary, objectives, project plan problems and solutions, competitive-advantage details, target marketing, marketing strategy and objectives, and financial requirements.

You can also enter information about your marketing channels, products, promotional details, prices, and performance standards, as well as how you’ll measure results. This efficient, one-page template provides an overview of how well you are implementing your digital marketing project plan. 

Download One-Page Marketing Project Plan Template

Excel | Word | PDF | Google Doc

Small-Business Digital Marketing Project Plan Template

Map action items with this small-business digital marketing project plan template. Use this fully customizable template to document digital marketing goals, including strengths, weaknesses, opportunities, and threats . Specify your target market, digital marketing strategy , and research results. 

Download Small Business Digital Marketing Plan Template

Word | PDF | Smartsheet

Digital Marketing Project Plan Template for Startups

This digital marketing project plan template is ideal for startups because it features a pre-built plan and startup-specific tools. Add your executive summary, vision statement, goals, target market, marketing strategy, and financial details to the template.

Find more tips and solutions for startups by reading “ Free Startup Plan, Budget & Cost Templates .” 

Download Digital Marketing Project Plan Template for Startups

Streamline Digital Market Plans with Smartsheet

The best marketing teams know the importance of effective campaign management, consistent creative operations, and powerful event logistics -- and Smartsheet helps you deliver on all three so you can be more effective and achieve more. 

The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed.

When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time. Try Smartsheet for free, today.

Improve your marketing efforts and deliver best-in-class campaigns.

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Digital Marketing Agency Business Plan Template

Download this free digital marketing agency business plan template, with pre-filled examples, to create your own plan..

Or plan with professional support in LivePlan. Save 50% today

Available formats:

What you get with this template

A complete business plan.

Text and financials are already filled out and ready for you to update.

• SBA-lender approved format

Your plan is formatted the way lenders and investors expect.

Edit to your needs

Download as a Word document and edit your business plan right away.

• Detailed instructions

Features clear and simple instructions from expert business plan writers.

All 100% free. We're here to help you succeed in business, no strings attached.

Get the most out of your business plan example

Follow these tips to quickly develop a working business plan from this sample.

1. Don't worry about finding an exact match

We have over 550 sample business plan templates . So, make sure the plan is a close match, but don't get hung up on the details.

Your business is unique and will differ from any example or template you come across. So, use this example as a starting point and customize it to your needs.

2. Remember it's just an example

Our sample business plans are examples of what one business owner did. That doesn't make them perfect or require you to cram your business idea to fit the plan structure.

Use the information, financials, and formatting for inspiration. It will speed up and guide the plan writing process.

3. Know why you're writing a business plan

To create a plan that fits your needs , you need to know what you intend to do with it.

Are you planning to use your plan to apply for a loan or pitch to investors? Then it's worth following the format from your chosen sample plan to ensure you cover all necessary information.

But, if you don't plan to share your plan with anyone outside of your business—you likely don't need everything.

More business planning resources

How to Start a Business With No Money

Simple Business Plan Outline

How to Start a Digital Marketing Agency Business

How to Write a Business Plan for Investors

Business Plan Template

How to Create a Business Plan Presentation

How to Write a Business Plan

10 Qualities of a Good Business Plan

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Digital marketing agency business plan template + PDF

This guide introduces a cutting-edge AI Business Plan Generator template, specifically designed for entrepreneurs aiming to kick-start or enhance their marketing agency business. It is important to note that the names and financial forecasts provided in this example are entirely fictional, serving merely to demonstrate the strategic planning process. These examples are meticulously crafted to illustrate how you can adapt your own AI-generated Marketing Agency Business Plan to overcome specific challenges and capitalize on the opportunities within your marketing agency venture.

For effortless customization, we offer a "Marketing Agency Business Plan PDF" for download. This document is crucial for entrepreneurs dedicated to devising a persuasive and effective strategy for launching or scaling their marketing agency. The 'AI Business Plan Generator' acts as an exhaustive resource, delivering deep insights into the marketing agency industry. It provides you with the indispensable tools for proficiently managing and growing your marketing agency business, leveraging AI for optimal strategic planning.

How this marketing agency business plan template was created

Create your customized marketing agency business plan seamlessly with our AI Business Plan Generator. Simply click 'Generate your business plan' and answer a series of specific questions related to your marketing agency project. Our sophisticated AI technology will evaluate your responses to develop a business plan that aligns precisely with your marketing agency's objectives and requirements. This efficient and swift process typically concludes in just 5-10 minutes, yielding a comprehensive and structured plan. Our platform enables you to tailor and fine-tune your plan, ensuring it accurately mirrors your distinct vision for your marketing agency. Once finished, your plan is ready for download, offering a clear and direct guide for initiating and growing your marketing agency. Utilize our AI business plan generator, tailor-made for marketing agency ventures, to bolster your strategic planning.

Digital marketing agency business plan template

Executive summary, business description, market research and analysis, swot analysis.

• Organizational Structure and Management Team

Products or Services

Marketing and sales strategy, operations plan, financial projections, risk analysis.

CreativeWave Marketing Agency, headquartered in San Francisco, California, is a burgeoning entity within the expansive marketing industry—a sector that is not only substantial in size but also pivotal for businesses seeking to navigate the transformative landscape of consumer engagement. This agency prides itself on a comprehensive suite of services that empowers small to medium-sized businesses to amplify their brand narrative, connect with their audience effectively, and elevate their commercial success through strategic marketing initiatives.

At the heart of CreativeWave resides a spirited team of seasoned professionals, each a connoisseur in their respective field. Led by Ava Johnson, our CEO with an MBA in Marketing and a prestigious tenure at Fortune 500 companies, the company has erected a bedrock of innovation and strategic acumen. Together with Michael Chen, the Creative Director with a BFA in Graphic Design, Luis Rodriguez, the strategist wielding a Master's in Market Research, Emma Wilson, the Director of Client Services with a Public Relations background, and Jake Patel, the CTO engulfed in the tech landscape, our agency’s leadership is marked by a collusive blend of expertise, creativity, and forward thinking.

CreativeWave is a formidable incubator of cutting-edge marketing solutions, including Brand Strategy, SEO/SEM, Pay-Per-Click Advertising, and more, tailored to the distinct needs of our clientele—our services are not mere tools of trade but artisan crafts that embody the bespoke uniqueness each client demands. With the utilization of these services, our clients have felt the significant impact of sustained growth, with CreativeWave propelling them towards achieving remarkable returns on their marketing investments.

The strength of CreativeWave lies in our adaptability—a business trait that is not just advantageous but necessary in a field characterized by its rapid technological developments and evolving best practices. We are uniquely positioned for growth due to our focus on ROI-driven campaigns and exceptional client servicing. This is evidenced by our robust financial projections, iterating a sales growth rate of 20% in the initial years, with the aim to expand net margins from 25% to 30% within the next five years. These projections have been calibrated with conservative estimations and backed by a business strategy balanced between ambition and financial prudence.

Understanding that our industry is not without its vicissitudes, our operations plan has been meticulously formulated to embrace flexibility and precision. We've invested in a modern office space stacked with top-tier technology, designed to incite collaboration and creativity. Our risk analysis signifies a commitment to vigilance and preparedness, navigating potential market fluctuations, operational challenges, and financial ambiguities with calculated foresight.

Our marketing and sales strategy harnesses an array of channels—both digital and interpersonal—to not only attract new clients but also to steward their journeys from prospects to partners. We have implemented a value-based pricing model to ensure our services are accessible yet reflective of their intrinsic worth. Supplementing this model is our acute focus on high-caliber customer service policies that exemplify our dedication to client satisfaction and retention.

CreativeWave's legal structure as an LLC in California lends us the flexibility required to streamline our growth trajectory. We've engaged with a diverse set of external advisors and consultants to perpetuate our standard of excellence whilst continuously learning and adapting.

In conclusion, CreativeWave Marketing Agency stands as an emblem of innovation, strategy, and client dedication in the competitive marketing domain. Our comprehensive business plan captures the essence of where we are, where we're headed, and how we plan to reach new zeniths of success, fortified by an ethos of continuous improvement and an undying zeal for our clients' triumphs.

Digital marketing agency business plan

CreativeWave Marketing Agency, strategically positioned in the dynamic and innovation-driven city of San Francisco, California, operates within the fast-paced and ever-evolving marketing industry. Our agency's aim is to offer cutting-edge marketing services tailored to small and medium-sized businesses that are hungry for growth and keen to make a lasting impression in their respective markets. We specialize in creating bespoke marketing strategies that not only underscore the unique selling points of our clients but also establish long-standing relationships with their customers.

The marketing industry, centered around understanding and influencing consumer behavior, has undergone radical changes in recent years, largely due to the explosive growth of digital platforms and the subsequent shift in consumer engagement. CreativeWave has embraced these changes, positioning itself at the forefront of digital trends and technological advancements, allowing it to navigate the complexities of the digital landscape with fines and agility.

Founded in the year 2015 by a group of passionate marketing professionals and visionaries, CreativeWave was born out of the recognition of a growing need for marketing services that seamlessly integrate traditional marketing principles with innovative digital techniques. The primary purpose of the agency was to bridge the gap for those businesses that had fallen behind due to the digital revolution, and to catapult them into the limelight using effective, data-driven marketing methods.

Our mission is to serve as the lighthouse for businesses adrift in the competitive sea of digital marketing. We aim to illuminate the path to success for our clients by providing them with unparalleled expertise, cutting-edge solutions, and a relentless commitment to achieving measurable results. We are dedicated to empowering our clients to not only thrive but to lead within their industries.

CreativeWave is formally established as a Limited Liability Company (LLC) in California, offering the founders the advantage of reduced personal risks associated with the liabilities of the business operations, the tax advantages of a partnership, and the structural flexibility necessary for fast-paced growth. This legal structure also supports the Agency in attracting investment and high-caliber talent by delineating clear lines of responsibility and reward.

Looking ahead, CreativeWave Marketing Agency harbors strong ambitions. The long-term potential of the business is anchored in several core areas: the exponential expansion of the digital economy, the customization of marketing due to big data and analytics, the rising importance of brand storytelling, and the continuous necessity for businesses to differentiate themselves within saturated markets. As we reinforce our presence in these essential facets of marketing, our aim is to become an indispensable partner to our clients, guiding them through the shifting landscapes of consumer interaction and brand development.

Our vision extends to becoming an incubator for marketing innovation, fostering a strong in-house think tank, and incubating new techniques that will define the future of marketing. Additionally, we are determined to expand our footprint beyond the local market, aspiring to establish connections and serve clients on a global scale.

In summary, CreativeWave Marketing Agency stands as a beacon of innovation and strategic excellence in the marketing realm. With our blend of creative talent, strategic insight, and a solid understanding of the digital arena, we are well-positioned to navigate through the industry's challenges and capitalize on its myriad opportunities, driving us and our clients towards a thriving future.

The marketing industry is a dynamic and integral part of the global economy, shaped by continuous innovation and driven by the necessity to adapt to changing consumer behavior. In recent years, industry trends have largely gravitated towards digital marketing, with a strong emphasis on social media engagement, search engine optimization (SEO), content marketing, and data-driven decision-making. The global marketing industry is substantial, with current estimates projecting its size to exceed $1.3 trillion by the end of the year, demonstrating a resilient growth rate despite economic uncertainties.

CreativeWave Marketing Agency is strategically taking advantage of these trends, notably the digital shift that has businesses seeking expertise in navigating the online marketplace. The growth rate in the digital marketing sector specifically is surging, with annual growth rates averaging around 11%, signaling a significant potential for agencies equipped with the right tools and talent.

Our target market comprises small to medium-sized businesses across diverse industries, ranging from startups to more established companies looking to revamp their marketing strategies. These businesses typically possess annual revenues between $1 million and $50 million. Within this demographic, our most significant growth potential lies with businesses that have recognized the importance of digital marketing but lack the in-house expertise to implement effective strategies.

The needs and demands of the market are clear: businesses are looking for comprehensive, integrated marketing solutions that can be measured and analyzed for effectiveness. There is a high demand for ROI-focused campaigns, strong branding, tailored content creation, and a cohesive omnichannel marketing approach. Furthermore, companies are seeking partners who can offer insights into customer behaviors, market penetration strategies, and competitive analysis.

Within these demands, market trends and patterns are leaning towards automation, personalization, and a mobile-first approach. Engagement through video content, influencer partnerships, and interactive user experiences are becoming increasingly significant, while AI and machine learning are emerging as game changers in customer data analysis.

Competitor analysis reveals that established marketing agencies with strong reputations and extensive portfolios dominate a significant market share, presenting formidable competition. Their strengths lie in their brand credibility, comprehensive service offerings, and resources to undertake large-scale campaigns. However, these larger entities may sometimes lack the agility and personalized customer service that smaller businesses seek. Their weaknesses can be slower adoption of innovative practices and less attention to smaller accounts. CreativeWave Marketing Agency finds its competitive edge by capitalizing on these gaps, providing agile, tailored services and fostering strong client relationships.

Potential barriers to entry in the marketing industry are noteworthy. The high level of expertise required to deliver effective marketing services ensures a steep learning curve for new entrants. Additionally, building a brand reputation and a robust portfolio to compete with established agencies requires significant time and investment. Marketing is a relationship-driven industry, and thus, trust and demonstrated success are integral to acquiring and retaining clients. Evolving technological advancements also pose a constant challenge, requiring ongoing training and investment in tools to stay current and competitive.

In light of these factors, CreativeWave's market research and analysis recognize the considerable opportunity within the marketing industry for an agency that is nimble, innovative, and client-centric. By addressing the market's current needs, staying ahead of trends, and understanding the competitive landscape, CreativeWave Marketing Agency is positioned to carve out a significant market share and achieve sustained growth in the industry.

Digital agency business plan

Organizational structure and management.

CreativeWave Marketing Agency boasts a flat and flexible organizational structure, designed to foster collaboration, communication, and innovation. At the apex of the hierarchy stands the CEO, who oversees the overall operation and strategic direction of the company. Line managers serve as heads of individual departments, including Strategy, Creative, Client Services, Technology, and Market Research. These departments operate interconnectedly with teams that are assembled project-wise, ensuring dynamic exchange of expertise for bespoke marketing solutions.

The management team of CreativeWave is composed of a group of experienced professionals with diverse backgrounds. CEO Ava Johnson has an MBA in Marketing and brings invaluable leadership experience from her previous tenure at Fortune 500 companies. Her leadership style promotes creativity and data-driven decision-making across the agency's operations.

Creative Director Michael Chen, with his BFA in Graphic Design and a decade of experience, leads a talented team of designers, copywriters, and multimedia specialists. His vision shapes our creative output, ensuring it resonates with client objectives and market trends.

Luis Rodriguez, as Head of Strategy, has a Master's in Market Research and uses his analytical skills to craft targeted marketing strategies. With his crew, Luis ensures our campaigns are both innovative and effective in their approach to market challenges.

Director of Client Services Emma Wilson is in charge of managing client relationships and portfolios. Her strong background in communication and public relations has greatly contributed to our high client retention rates.

As Chief Technology Officer, Jake Patel oversees the digital infrastructure of the agency. With a Master's in Computer Science, he understands the intricate needs of a marketing company in the digital era and ensures that our technological resources are cutting-edge and reliable.

Currently, the staffing needs consist of a blend of full-time employees and specialized contractors, which provides operational flexibility and expertise on demand. As CreativeWave looks to the future, the aim is to expand our full-time staff, particularly in the areas of digital advertising, data analytics, and client account management, in line with anticipated growth.

CreativeWave's human resources policies center around an inclusive and employee-focused culture. We believe in continuous professional development and therefore offer regular training sessions, workshops, and educational reimbursements. Given the nature of our industry, a work-life balance is encouraged with flexible work hours, the opportunity for remote work, and an open-door policy for addressing work concerns.

To ensure that we remain on the forefront of industry standards and technological advancements, we engage with external advisors and consultants in specialized areas such as international marketing laws, advanced analytics, and emerging digital advertising platforms. They provide critical insights and recommendations that allow our team to make informed decisions and maintain an edge over competitors.

In summary, the organizational structure and management style of CreativeWave Marketing Agency are shaped with the intention of maintaining a nimble and adaptive business capable of leading in the competitive marketing industry. Our strategic investment in human capital, both in nurturing internal talent and in seeking external expertise, is aligned with our long-term business objectives of expansion and innovation. Our collaborative culture not only fuels our creative approach to marketing but also ensures that we attract and retain top industry talent.

CreativeWave Marketing Agency offers a comprehensive suite of marketing services designed to bridge the gap between businesses and their potential customers through strategic communication and cutting-edge digital tactics. Our service offerings are constructed to cater to the nuanced needs of small to medium-sized businesses in a diverse range of industries seeking to enhance their brand presence, engage effectively with their audiences, and drive tangible sales results.

Our product and service lineup is extensive and includes Brand Strategy, Social Media Management, SEO and SEM Services, Content Creation, Email Marketing, Pay-Per-Click Advertising, Market Research and Analysis, and Website Design and Development. Each service is delivered with a customized approach that aligns with the client’s specific objectives, brand voice, and target market demographics.

The unique selling points of CreativeWave rest in our ability to integrate these services cohesively to form a unified marketing front. Moreover, our data-driven strategies are designed to not only captivate the target audience but are also structured for traceable ROI - a competitive advantage that allows our clients to clearly observe the efficacy of their marketing expenditures. CreativeWave’s agility to adapt and grow within the ever-shifting landscape of digital marketing, coupled with our emphasis on personal client relationships, forms the bedrock of our competitive edge.

Currently, our services are fully operational and consistently evolving to incorporate the latest industry trends and technologies. Future plans involve investing in AI-driven market analysis tools and expanding our capabilities in voice search optimization and programmatic advertising—frontiers poised for substantial growth.

In terms of intellectual property status, CreativeWave is vigilant in protecting its brand and the unique methodologies it employs. While our service offerings, as standard within the industry, cannot be patented, we safeguard our original content, branded materials, and proprietary tools under copyright and trademark laws. Names of unique processes and designs are trademarked to secure brand distinction.

To deliver our various services, the production process involves a collaborative workflow that synchronizes the multi-disciplinary expertise of our team members. For a service like Website Design and Development, this begins with market research, followed by strategizing and wireframing by the Strategy team, actual design work by the Creative team, and coding by the Development team, with continuous Client Service team input for client feedback integration.

Supplier information is relevant to services like Content Creation and Social Media Management, where we occasionally outsource specific tasks to trusted freelance creative professionals and production facilities to ensure that the final deliverables meet high-quality standards within an efficient timeframe. These partnerships are chosen based on a rigorous vetting process and a proven track record of reliability and excellence.

In summary, the suite of products and services offered by CreativeWave Marketing Agency is comprehensive, contemporary, and customized to meet and exceed our clients’ unique marketing goals. We pride ourselves on being at the vanguard of marketing innovation, bringing unparalleled value to our clients' investments through our services. Our plans for growth and development are ambitious and reflective of our commitment to staying ahead in the face of a rapidly evolving industry, securing our place as a thought leader and trusted marketing partner for our clients.

Marketing agency business plan template

CreativeWave Marketing Agency employs a comprehensive marketing strategy that leverages both traditional and digital marketing channels to promote our services. Our approach revolves around key positioning as a boutique agency that combines the personal touch of a smaller firm with the expertise and results-driven focus of a larger corporation. Through a mix of content marketing, thought leadership, targeted online advertising, and strategic partnerships, we aim to reach potential clients precisely at their point of need.

Our content marketing strategy includes publishing insightful articles, whitepapers, and case studies showcasing our knowledge and successful client outcomes. This will be complemented by speaking engagements at industry conferences and webinars to establish thought leadership. We will utilize targeted online advert campaigns on platforms such as LinkedIn, Facebook, and Google to reach businesses actively seeking marketing services. Strategic partnerships with complementary service providers, like web hosting companies and business consultants, will help cross-promote our offerings to a larger audience.

For our sales strategy, we maintain a dedicated team trained in solution selling to understand each prospective client's unique challenges and align our service offerings to meet their goals effectively. Our sales tactics pivot upon building relationships and offering tailored consultations, leveraging CRM tools to nurture leads through the sales funnel. The sales team will engage in direct outreach activities, such as networking events, trade shows, and local business meet-ups, bolstering our visibility and forging personal connections with potential clients.

CreativeWave's pricing strategy is centered around value-based pricing. We understand that each client comes with a unique set of expectations and budget limitations. Prices for our services are therefore determined following a thorough analysis of the client’s requirements, the scope of work, and the anticipated ROI, allowing us to offer competitive yet profitable rates. Package deals and retainer-based services are also available to provide cost-effective solutions for long-term clients.

Distribution channels for our services are primarily direct-to-consumer through our business development team. Engagements typically begin with an in-depth discovery meeting, either in person or virtually, allowing us to best align with our clients’ needs. Our website serves as a vital tool for distributing content, capturing leads, and providing information on our services, with SEO strategies in place to ensure high visibility to those seeking marketing assistance.

Our promotion and advertising plans are multifaceted, including targeted digital campaigns, event sponsorships, and an assertive public relations approach to secure media coverage. We actively participate and contribute to industry blogs and forums to continually engage with the community and keep CreativeWave top of mind.

At CreativeWave, we understand that exceptional customer service is pivotal in retaining clients and fostering word-of-mouth business. Our customer service policies involve responsive communication, regular reporting, and feedback systems to measure client satisfaction and service quality. We offer a flexible approach to account management, with each client having a dedicated point of contact available to address any concerns or adapt strategies as business needs evolve.

This comprehensive marketing and sales strategy is designed to attract and retain our target clients effectively. It integrates our strengths in industry knowledge, positions our extensive range of services in the marketplace, and emphasizes the importance of building long-term client relationships grounded in exceptional service and impressive results.

CreativeWave Marketing Agency’s operations plan has been meticulously designed to support the efficient and effective delivery of top-tier marketing services. The operational workflow is geared towards preciseness, efficacy, and adaptability to cater to our clients' evolving marketing needs.

Daily operations begin with departmental briefings to synchronize on project statuses, client feedback, and deadline management. Cross-functional teams are essential to our workflow, with strategists, creatives, and technologists collaborating regularly. This holistic approach allows us to pivot quickly and ensures that every piece of content, campaign, or strategic plan is cohesive and aligns with the clients’ objectives.

Our service delivery processes are client-centric and follow a structured path from onboarding to completion. Initially, a comprehensive intake assessment gathers all necessary information about the client’s business, competitors, and market positioning. The strategic planning team then churns this information to craft tailored marketing strategies, which are implemented by the respective service delivery teams.

Quality control measures are imposed at every stage of our service delivery. We employ regular internal reviews and utilize a range of performance metrics to ensure the highest standards are met. All outputs are assessed against client requirements and industry best practices before client presentations. Post-delivery, we solicit client feedback to identify areas for improvement and ensure their satisfaction.

Inventory management does not form a typical part of operations for a marketing agency. However, CreativeWave maintains a catalog of digital assets, content inventory, and promotional materials used across client projects. A digital asset management system is in place to organize, store, and retrieve these assets efficiently, ensuring they are readily accessible to all team members and that their usage is tracked for licensing and copyright purposes.

Supply chain management is crucial for CreativeWave, particularly regarding our partnerships with external vendors and freelancers who augment our service provision. We manage these relationships stringently to ensure quality, punctuality, and confidentiality. Vendor performance is monitored and reviewed regularly to maintain a reliable network of partners who meet our high service delivery expectations.

CreativeWave's facilities and equipment needs are centered around a conducive work environment conducive to creativity and productivity. Our main workspace is a modern open-concept office designed to encourage collaboration, with meeting rooms equipped for presentations and client meetings. Cutting-edge computers, industry-standard software suites, and project management tools are integral to our operation. The agency also invests in high-speed internet and cybersecurity measures to maintain robustness in our digital operations and client data protection.

In anticipation of growth and as part of our commitment to sustainability, we are also incorporating remote work capabilities into our operational plan. This shift not only supports our staff in maintaining a healthy work-life balance but also reduces overhead costs and carbon footprint.

In summary, CreativeWave Marketing Agency's operations plan is carefully crafted to uphold the highest service quality while ensuring efficient and seamless delivery. Our workflow and processes foster accountability, excellence, and responsiveness, which are hallmarks of our service and pillars on which our reputation is built. Our facilities and technology infrastructure enable our talent to produce their best work and drive our mission of helping our clients succeed in the ever-changing digital landscape.

Business plan for marketing agency

CreativeWave Marketing Agency's financial projections are grounded in a comprehensive analysis of our historical performance, current market trends, and strategic positioning within the marketing industry. They reflect a forward-looking vision aimed at scaling operations and maximizing profitability.

Sales Forecast

Our sales forecast for the next five years is optimistic, based on the expansion of digital marketing services demand and the strategic initiatives to capture a broader share of the market. Year-over-year, we project a sales growth rate of 20% for the first two years, with a subsequent 15% growth in the following years as the company matures and the rate of acquiring new contracts normalizes.

Profit and Loss Projection

The profit and loss projection indicates that CreativeWave will maintain a steadily improving net margin. Given our scalable operational model, the majority of our costs are variable and linked directly to service delivery, keeping fixed costs relatively stable. We anticipate increasing staff and marketing expenses as we grow, but these will be outpaced by revenue growth, resulting in a higher net profit margin. We project a net profit margin of 25% in year one, with an aim to expand this to 30% by year five through strict cost management and service optimization.

Cash Flow Projection

Cash flow is the lifeline of our operations, and as such, we are projecting cash flows to be positive and increase annually. We will tighten receivables collection, elongate payables without deteriorating relationships with suppliers, and manage our expenditure prudently to ensure a robust cash position. We anticipate a significant reinvestment of cash generated to support business growth and infrastructure development.

Balance Sheet Projection

Assets on our balance sheet are projected to grow in line with our sales forecasts. Investments in technology and software will increase our fixed assets, while keeping liquidity solid through prudent management of current assets. Liabilities such as accounts payable will also reflect our controlled growth strategy. We aim to retain equity as the prominent source of our balance sheet strength, reaffirming our commitment to financial stability.

Break-even Analysis

Our break-even analysis indicates that CreativeWave will reach its break-even point within the first year of operation. As we keep fixed costs relatively stable and our variable costs scale with service delivery, the break-even point will remain a critical indicator of our financial health and guide pricing strategies and sales targets.

Financial Assumptions and Considerations

The financial projections are based on several key assumptions. We assume economic stability will support the current growth rates in the marketing industry, and that there will be no significant disruption to the digital platforms which constitute our primary service channels. The projections also consider the increasing competition in the industry and our continuing investment in marketing and sales to secure new clients.

All revenue projections are based on contracts already secured and a conservative estimate of new business, which is calculated based on historical conversion rates of proposals to sales. Our model also assumes an annual client retention rate of 85%, thanks to our exceptional client service and results-driven approach.

Given the fluid nature of the marketing industry, we have accounted for potential fluctuations in demand and economic conditions by maintaining a strong cash reserve. This will mitigate risks associated with the variability in client marketing budgets and safeguard against unforeseen events or market shifts.

CreativeWave's financial planning is optimized for resilience and growth, ensuring that we remain financially robust, capable of reinvestment, and strategically agile in the face of the industry's dynamic nature. Our financially informed strategies signify a prudent approach to long-term success, capitalizing on opportunities, and navigating challenges.

Marketing agency business plan example

To ensure the long-term stability and success of CreativeWave Marketing Agency, it is essential to thoroughly assess potential risks that could impact the business. The risk analysis conducted breaks down into market, operational, financial, and other risk categories, and outlines strategies to mitigate these risks, along with comprehensive contingency plans.

Market Risks

Market risks include fluctuations in demand for marketing services due to economic downturns, changes in digital marketing platforms' policies, and evolving consumer behaviors. To mitigate these risks, CreativeWave intends to diversify its customer base across various industries and continuously evolve its service offerings to adapt to market changes. We will also invest in market research to stay ahead of trends and adjust our strategies proactively.

Operational Risks

Operational risks at CreativeWave stem from potential issues such as data breaches, loss of key personnel, and failure or delays in project delivery. Our mitigation strategies include implementing robust cybersecurity measures and a comprehensive IT policy, instituting a talent retention program with competitive benefits and professional development opportunities, and incorporating project management methodologies that emphasize efficiency and risk management into our processes. Regular training and cross-training of staff will also ensure service continuity.

Financial Risks

Financial risks revolve around cash flow issues, unexpected increases in operational costs, and potential loss of clients which would impact revenue. To combat these risks, CreativeWave maintains a strict financial control system with regular reviews and real-time reporting. A reserve fund has been established to manage cash flow fluctuations, and variable costs are carefully managed to scale with the business. Rigorous credit control procedures ensure timely client payments, and diversified revenue streams reduce the dependency on any single client.

Legal and Compliance Risks

Legal and compliance risks are related to changes in advertising regulations, intellectual property disputes, and contract liabilities. To mitigate these, CreativeWave entrusts compliance to a dedicated legal team that keeps abreast of all relevant regulations and ensures that we adhere fully. We also employ comprehensive contracts with clients, freelancers, and partners to protect our work and maintain clear terms of engagement.

Insurance Considerations

Appropriate insurance policies are integral to our risk management strategy. CreativeWave has acquired general liability insurance, professional indemnity insurance, cyber liability insurance, and property insurance, providing broad coverage against various business risks. This coverage is regularly reviewed and adjusted to reflect the changing scale and scope of our operations.

Contingency Plans

Our contingency plans include strategies for swift responses to different kinds of risk. In case of a significant downturn in the market, CreativeWave is prepared to pivot marketing services towards in-demand sectors. Should key personnel leave, a succession plan is in place to promote from within and minimize disruption. Financial contingency plans include a line of credit to manage short-term cash flow issues and investment in liquid assets.

Risk Analysis Follow-up

To maintain relevance and effectiveness, this risk analysis, along with corresponding mitigation strategies and contingency plans, will be reviewed and updated regularly. The business landscape is ever-changing, and CreativeWave will adapt its approaches to risk management in accordance with shifts in the broader environment.

Overall, CreativeWave Marketing Agency recognizes the importance of ongoing risk analysis and proactive risk management in safeguarding the operation and ensuring business continuity. By embedding a culture of risk awareness and preparedness across the organization, CreativeWave can navigate potential challenges, sustain its growth trajectory, and continue delivering exceptional value to its clients.

Business plan for digital marketing agency

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Digital Marketing Business Plan Template

Written by Dave Lavinsky

Digital Marketing Agency Business Plan

You’ve come to the right place to create your digital marketing agency business plan.

We have helped over 1,000 entrepreneurs and business owners create business plans and many have used them to start or grow their digital marketing agencies.

Sample Business Plan for a Digital Marketing Agency

Below is a business plan example to help you create each section of your own digital marketing business plan.

Executive Summary

Business overview.

Trending Next is a startup digital marketing agency located in Atlanta, Georgia. The company is founded by Michelle Taylor, an experienced digital marketer who has a bachelor’s degree in marketing and has worked for several years for a prominent marketing agency based in New York. Now that Michelle has gained the education and experience in managing a digital marketing agency, she is ready to start her own company, Trending Next. Michelle is confident that her digital marketing and communication skills will enable her to run a profitable digital marketing agency of her own. Michelle is recruiting a team of highly qualified professionals to help manage the day-to-day complexities of running a digital marketing firm – sales and marketing, customer support, technology management, customer relations, administration, and finance.

Trending Next will provide a full suite of digital marketing services for businesses of all sizes throughout the United States. The company will be the go-to digital marketing firm in Atlanta for innovative marketing strategies using the latest technology and tools. Trending Next will create and launch digital marketing campaigns through a variety of channels from SEO and email to content and video marketing. The company will be the ultimate choice for customer service while guaranteeing expertly developed personalized marketing solutions for each client.

Product Offering

The following are the services that Trending Next will provide:

• Social media
• Content marketing
• Email marketing
• SMS marketing
• Sponsored content
• Native advertising
• Marketing automation
• Affiliate marketing

Customer Focus

Trending Next will target businesses of all sizes and industries in the United States. No matter the customer, Trending Next will deliver the best communication, service, and effective digital marketing campaigns.

Management Team

Trending Next will be owned and operated by Michelle Taylor. Michelle is a graduate of New York University with a bachelor’s degree in marketing. She has over five years of experience working as a digital marketing manager for a prestigious marketing agency based in New York. Now, Michelle aims to bring her digital marketing skills to work in her new location in Atlanta, Georgia. She will be the company’s chief executive officer and will oversee the digital marketing staff and help develop and implement the company’s digital marketing service offerings.

Michelle has recruited an experienced business manager, Joshua Anderson, to be the company’s chief operating officer and help oversee the business operations. He has a master’s degree in business administration from Georgia University and over 15 years of experience managing his own company. Joshua will handle the day-to-day operations, including project management, customer relationships, and logistics.

Success Factors

Trending Next will be able to achieve success by offering the following competitive advantages:

• Skilled team of digital marketing experts who will work with each client to develop and implement personalized marketing campaigns tailored to their specific needs and goals.
• Trending Next will continuously seek out and incorporate the newest trends in digital marketing to ensure the best marketing efforts for each client.
• The company offers competitive pricing and discounts for regular customers.

Financial Highlights

Trending Next is seeking $300,000 in debt financing to launch its digital marketing business. The funding will be dedicated towards securing the office and purchasing office equipment and supplies. Funding will also be dedicated towards three months of overhead costs to include payroll of the staff and marketing expenses. The breakout of the funding is below:

• Office build-out: $90,000
• Equipment, supplies, and materials: $60,000
• Three months of overhead expenses (payroll, utilities): $130,000
• Marketing costs: $10,000
• Working capital: $10,000

The following graph below outlines the pro forma financial projections for Trending Next.

Company Overview

Who is trending next.

Trending Next is a newly established digital marketing company in Atlanta, Georgia. Trending Next will provide a full suite of digital marketing services for businesses of all sizes throughout the United States. The company will be the go-to digital marketing firm in Atlanta for innovative marketing strategies using the latest digital marketing technology and tools. Trending Next will create and launch digital marketing campaigns through a variety of channels from SEO and email to content and video marketing. The company will be the ultimate choice for customer service while guaranteeing expertly developed personalized marketing solutions for each client.

Trending Next will be able to guarantee the effectiveness of its digital marketing strategies thanks to the latest and most innovative digital marketing technology and expertise of its leadership team. The company’s team of highly qualified professionals experienced in digital marketing will ensure each client’s marketing campaign is tailored to meet their specific needs and goals.

Trending Next History

Trending Next is owned and operated by Michelle Taylor, an experienced digital marketer who has gained valuable knowledge during her five-year tenure working as a digital marketing manager at a premier digital marketing agency in New York. Now that Michelle has gained the experience and knowledge of how to manage a digital marketing agency, she is ready to start one of her own. Michelle has begun recruiting a team of highly qualified professionals to help manage the day to day complexities of running a digital marketing firm –  – sales and marketing, customer support, technology management, customer relations, administration, and finance.

Since incorporation, Trending Next has achieved the following milestones:

• Registered Trending Next, LLC to transact business in the state of Georgia
• Has signed a letter of intent to lease the office space
• Reached out to numerous contacts to include previous employees, colleagues, and experienced digital marketing professionals to begin building a team of experts for the company’s management team
• Began recruiting a staff of operational positions including accountants, administrative personnel, and sales representative to work at Trending Next

Trending Next Services

Industry analysis.

The digital marketing industry in the United States is valued at approximately $30.6B and is forecasted to grow by 3.7% this year. The digital marketing industry comprises several different marketing channels: SEO, PPC, social media marketing, content marketing, email marketing, mobile marketing, marketing analytics, inbound marketing, sponsored content, native advertising, marketing automation, and affiliate marketing. Digital marketing agencies can choose to specialize in some combination of these channels or all of the above.

One of the major demand drivers for digital marketing is the increase in internet traffic volume. As this volume increases due to more consumers using smartphones, tablets, and computers to make purchases, more businesses will need marketing services to expand their online presence.

The primary challenge for new digital marketing agency operators is the high level of competition present in the industry. Another challenge is the speed at which digital channels evolve. Industry operators must keep up with the latest digital marketing trends, channels, and technologies to remain competitive.

Customer Analysis

Demographic profile of target market.

The precise demographics for the United States are:

Customer Segmentation

Trending Next will primarily target the following customer profiles:

• Small businesses (less than 100 employees)
• Mid-sized businesses (101-500 employees)
• Large businesses (over 500 employees)

Competitive Analysis

Direct and indirect competitors.

Trending Next will face competition from other companies with similar business profiles. A description of each competitor company is below.

Perfect SEO

Perfect SEO is one of the largest digital marketing firms in Atlanta, Georgia. The company was established as a traditional marketing agency (Perfect Marketing) in 1990 and has since grown to 30 offices throughout the country. As digital marketing has become the norm, the company has transitioned to a more digital mindset and changed its name to Perfect SEO. The company still provides traditional paid advertising activities in addition to its digital marketing offerings. As the name specifies, the company’s digital marketing expertise centers on search engine optimization (SEO) in particular. Perfect SEO aims to deliver high-quality services through its innovative digital marketing process. Perfect SEO’s team of experienced digital marketing professionals are experts in SEO and able to provide business clients with effective marketing solutions.

Grow Your Business Fast

Grow Your Business Fast is a small digital marketing agency catering to local businesses in Atlanta, Georgia and surrounding areas. Grow Your Business Fast provides a variety of online marketing services including the development and deployment of social media campaigns, website advertising, technical SEO, content marketing, video marketing, email/SMS marketing, and PPC. The company is owned and operated by experienced marketing professionals with over three decades of experience in creating and managing marketing campaigns for companies of all sizes.

Innovation Online

Innovation Online is a trusted Atlanta, Georgia-based digital marketing firm that provides superior digital marketing services to business clients throughout the United States. The company is able to provide a wide variety of services using the latest digital marketing strategies and tools. Innovation Online specializes in creating innovative social media marketing and cohesive digital marketing strategies for businesses in a range of industries, with retail being the most well-known. The company has been recognized for creating the most popular marketing campaigns for some of the largest retailers in the country.

Competitive Advantage

Trending Next will be able to offer the following advantages over their competition:

• Trending Next will continuously seek out and incorporate the newest trends and tools in digital marketing to ensure the best marketing tactics for each client.

Marketing Plan

Brand & value proposition.

Trending Next will offer the unique value proposition to its clientele:

Promotions Strategy

The promotions strategy for Trending Next is as follows:

Social Media Marketing

As a digital marketing agency, Trending Next will lead by example. The company’s marketing director will create engaging accounts on social media sites such as LinkedIn, Twitter, Instagram, Facebook, TikTok, and YouTube. He will ensure Trending Next maintains an active social media presence with regular updates and fun content to provide an example of what the company is capable of creating for clients.

Professional Associations and Networking

Trending Next will become a member of professional associations such as the Digital Marketing Association, American Marketers Society, and the Georgia Marketing Association. The leadership team will focus their networking efforts on expanding the company’s client network.

Email/SMS Marketing

Trending Next will use email and SMS marketing to target potential business clients by sending them targeted emails, newsletters, and promotional updates to incentivize them to engage with the company.

Website/SEO Marketing

Trending Next will utilize the in-house marketing director that designed the social media campaign to also design the company website. The website will be well organized, informative, and list all the services that Trending Next is able to provide. The website will also provide testimonials from satisfied clients.

The marketing director will also manage the company’s website presence with SEO marketing tactics so that when someone types in a search engine “Atlanta digital marketing agency” or “digital marketing firm near me”, Trending Next will be listed at the top of the search results.

Pricing Strategy

The pricing of Trending Next will be moderate and on par with competitors so customers feel they receive value when purchasing the company’s services.

Operations Plan

The following will be the operations plan for Trending Next.

Operation Functions:

• Michelle Taylor will be the chief executive officer and will oversee the digital marketing staff and be the creative driver for new marketing tools and tactics. Michelle has spent the past year recruiting the following staff:
• Joshua Anderson – Chief operating officer who will manage the day-to-day operations, budgeting, client relationships, and logistics.
• Daniel Moore – Accountant/bookkeeper who will provide all accounting, tax payments, and monthly financial reporting.
• Paul Wilson – Marketing director who will oversee all marketing strategies for the company and manage the website, social media, and outreach.

Milestones:

Trending Next will have the following milestones complete in the next six months.

12/1/2022 – Finalize lease on the office space

12/15/2022 – Finalize personnel and staff employment contracts for the Trending Next management team

1/1/2023 – Begin build-out of the office, purchase equipment, and start networking

1/15/2023 – Begin implementing the marketing campaign

2/15/2023 – Finalize contracts for digital marketing professionals to work at Trending Next

3/15/2023 – Trending Next officially opens for business

Trending Next will be owned and operated by Michelle Taylor. Michelle is a graduate of New York University with a Bachelor’s degree in marketing. She has over five years of experience working as a digital marketing manager for a prestigious marketing agency based in New York. Now, Michelle aims to bring her digital marketing skills to work in her new location in Atlanta, Georgia. She will be the company’s chief executive officer and will oversee the staff and help develop and implement the agency’s services.

Financial Plan

Key revenue & costs.

The revenue drivers for Trending Next are the fees charged to customers in exchange for the company’s services. The company charges fees on a per-project basis and offers monthly retainers for ongoing marketing management.

The cost drivers will be the overhead costs required in order to staff a digital marketing agency. The expenses will be the payroll cost, utilities, office equipment and supplies, and marketing materials.

Funding Requirements and Use of Funds

Key assumptions.

The following outlines the key assumptions required in order to achieve the revenue and cost numbers in the financials and in order to pay off the startup business loan.

• Average number of accounts per month: 10
• Average fees per month: $50,000
• Overhead costs per year: $700,000

Financial Projections

Income statement.

Balance Sheet

Cash Flow Statement

Free Digital Marketing Business Plan PDF

You can download our free digital marketing agency business plan template PDF here . This is a sample digital marketing agency business plan template you can use in PDF format. You can easily complete your Digital Marketing Agency business plan using our Digital Marketing Agency Business Plan Template here .

Digital Marketing Agency Business Plan FAQs

What is a digital marketing agency business plan.

A digital marketing agency business plan is a plan to start and/or grow your digital marketing agency business. Among other things, it outlines your business concept, identifies your target audience , presents your marketing plan and details your financial projections.

What are the Steps To Start a Digital Marketing Agency?

Starting a digital marketing agency can be an exciting endeavor. Having a clear roadmap of the steps to start a business will help you stay focused on your business goals and get started faster.

1. Develop a Digital Marketing Business Plan – The first step in starting a business is to create a detailed digital marketing business plan that outlines all aspects of the venture. This should include market research to determine potential market size and target customers, the services or products you will offer, pricing strategies and a detailed financial forecast.  

2. Choose Your Legal Structure – It’s important to select an appropriate legal entity for your digital marketing business . This could be a limited liability company (LLC), corporation, partnership, or sole proprietorship. Each type has its own benefits and drawbacks so it’s important to do research and choose wisely so that your digital marketing business is in compliance with local laws.

3. Register Your Business – Once you have chosen a legal structure, the next step is to register your marketing business with the government or state where you’re operating from. This includes obtaining licenses and permits as required by federal, state, and local laws. 

4. Identify Financing Options – It’s likely that you’ll need some capital to start your digital marketing agency business, so take some time to identify what financing options are available such as bank loans, investor funding, grants, or crowdfunding platforms. 

5. Choose a Location – Whether you plan on operating out of a physical location or not, you should always have an idea of where you’ll be based should it become necessary in the future as well as what kind of space would be suitable for your operations. 

6. Hire Employees – There are several ways to find qualified employees including job boards like LinkedIn or Indeed as well as hiring agencies if needed – depending on what type of employees you need it might also be more effective to reach out directly through networking events. 

7. Acquire Necessary Digital Marketing Agency Equipment & Supplies – In order to start your marketing agency , you’ll need to purchase all of the necessary equipment and supplies to run a successful operation. 

8. Market & Promote Your Business – Once you have all the necessary pieces in place, it’s time to start promoting and marketing your digital marketing agency. This includes creating a website, utilizing social media platforms like Facebook or Twitter, and having an effective digital marketing strategy. You should also consider traditional marketing techniques such as radio or print advertising. 

Learn more about how to start a successful digital marketing agency:

How to Start a Digital Marketing Agency

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Digital Marketing Agency Business Plan - Download Free PPT and PDF

Deepali Khatri

In the highly-competitive world, where transformation is the only certainty, a meticulously crafted business plan serves as your guiding light. For digital marketing agencies, it's more than just a piece of paper; it's the navigational tool that steers you through the ever-shifting currents of the online domain. This blog will walk you through the importance of preparing a robust digital marketing business plan and reveal how it can become your concealed asset for excelling in the fiercely competitive world of digital marketing.

Without a clear roadmap, digital marketing agencies can find themselves lost in the vast digital wilderness. They might struggle to define their goals, target audiences, and strategies. It's like trying to navigate a ship through turbulent waters without a map or compass. They might waste valuable resources, miss opportunities, and face difficulties in measuring their ROI.

The Importance of a Business Plan for Digital Marketing Agency

A well-crafted business plan ppt changes the game entirely. It serves as the foundation upon which a digital marketing agency can build its success. Think of it as the blueprint for constructing a sturdy and efficient digital marketing strategy.

A business plan helps digital marketing agencies:

• Set Clear Objectives: Define specific, achievable goals, whether it's increasing website traffic, boosting conversion rates, or expanding the client base.
• Understand the Market : Analyze market trends, customer behaviors, and competitors to identify opportunities and threats.
• Allocate Resources Wisely: Plan budgets, allocate resources, and optimize investments for maximum ROI.
• Define Strategies: Outline strategies and tactics to reach target audiences effectively through SEO, social media, content marketing, and more.
• Track Progress: Establish key performance indicators (KPIs) and measurement methods to gauge success and make informed adjustments.

Digital Marketing Agency Business Plan PowerPoint Templates 

We've designed editable presentation templates tailored specifically for digital marketing agencies. These templates will empower you to present your agency in the best light, showcase your strategies, and secure the trust of potential clients.

So, join your hands with us and craft a winning digital marketing agency business plan hassle-free. 

Cover Slide of Digital Marketing Agency Business Plan

With the help of our thorough Digital Marketing Agency Business Plan, you can access the future of marketing. Explore a strategy roadmap that will transform the success of your agency taking the assistance of this readily-available slide. Look into innovative strategies, data-driven tactics, and practical insights to enhance your digital marketing efforts. This slide will set the stage for your entire presentation, so grab it and get started with presenting your digital marketing agency business plan with full zeal. 

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Table of Contents for Digital Marketing Agency Business Plan

This slide provides an overview of the roadmap to success within our Digital Marketing Agency Business Plan. Explore the contents that will guide you through our comprehensive strategy, from market analysis and goal setting to execution plans and ROI tracking. Each section is thoughtfully crafted to help you build a thriving digital marketing agency in today's dynamic landscape. Get to know the core principles, tactics, and insights that will drive your agency's growth and prosperity.

Executive Summary of Digital Marketing Agency

This Digital Marketing Agency's Executive Summary encapsulates our agency's essence and vision. It provides a snapshot of the market, highlighting its current state and immense growth potential. This slide offers insight into the agency's identity, values, and commitment to excellence, setting the stage for our journey to success in the dynamic digital marketing landscape. Get your hands on this slide and present your company’s executive summary seamlessly.

Implementing Effective Digital Marketing Solutions by Analyzing Market Gap

This slide addresses the common problem faced by the digital marketing agency and lay out a clear strategy to conquer it. It dives into issues we've encountered in the digital marketing space and show you how we're going to fix them.

The slide sheds some light on the unexplored areas that other businesses in the same space are not serving. It presents market gap and business solutions. With data-driven analysis, this slide target the gaps in the market, providing unique solutions that cater to unmet needs.

Services Offered by Digital Marketing Agency

In this slide you can present the array of top-notch services that your digital marketing agency brings to the table, catering to clients not just in the US but across the globe. 

From boosting the website's visibility with SEO and driving targeted traffic through PPC, to engaging audiences with captivating video marketing and content creation, you can showcase all the services that you offer. 

This slide is your gateway to understanding how you can help elevate your brand's online presence and drive results in the digital world.

Key Statistics Associated with Digital Marketing Industry

This slide is your window into the digital marketing industry, providing key statistics and insights that will empower your agency to shine. It's the foundation for making a strong impression when introducing your services to potential clients.

By showcasing industry data, you're demonstrating your thorough market understanding. This builds trust and credibility, reassuring clients that you're well-equipped to navigate the digital landscape. Highlighting statistics like market growth, trends, and emerging opportunities allows you to project confidence and success. It's your chance to stand out and prove that you're the right partner to help clients thrive in the dynamic world of digital marketing.

Competitive Analysis Including Major Players With Attributes Comparison

In this crucial slide, we equip your digital marketing agency with the tools to outshine the competition. This slide highlights major industry players and it meticulously compares their attributes. 

By understanding what your competitors are doing – from their products and sales tactics to their marketing strategies – you gain a competitive edge. This insight empowers you to fine-tune your business strategies, discover opportunities for improvement, and differentiate your agency in the market. This is your secret weapon to not just compete but thrive in the dynamic world of digital marketing. 

Effective Go-to-Market Strategy to Increase Sales and Revenue 

In this pivotal slide, we offer a robust solution tailored for digital marketing agencies seeking to boost their sales and revenue. We understand the unique challenges and provide a clear roadmap to navigate them.

Our Go-to-Market strategy optimizes sales, positioning, and pricing, ensuring your agency's offerings resonate with your target audience. We empower you with the tools to effectively present your services, compelling clients to choose you over competitors. This strategy is your key to unlocking growth, increasing profitability, and establishing your agency as a force to be reckoned with in the digital marketing realm. It's time to elevate your game and win big in the market.

Understanding Agency Customer Journey Through Sales Funnel

This slide elucidates the secret behind understanding your agency's customer journey like never before. It presents a roadmap that tracks every step of your potential clients' path, from the moment they become aware of your services to their ultimate loyalty and growth with your agency.

Discover the touchpoints that matter most at each stage—awareness, conversion, activation, loyalty, and growth. With these invaluable insights, you can strategically allocate resources and tailor your marketing efforts for maximum impact. It's your recipe for success, empowering your digital marketing agency to engage, convert, and retain clients effectively. Raise your game with a well-planned journey map.

Key Financial Assumptions for Digital Marketing Agency

This slide presents crucial financial assumptions tailored for your agency's prosperity. It provides a snapshot of income, expenses, and the balance sheet, all meticulously calculated based on current digital marketing industry trends and market conditions.

With these data-driven insights, you'll be well-prepared to showcase your agency's financial viability and sustainability. It's your competitive edge in the digital marketing landscape, a tool to impress potential clients, investors, or partners. Download the template now!

Conclusion 

A well-crafted digital marketing agency business plan is the cornerstone of success. It empowers agencies to set clear objectives, navigate market challenges, allocate resources wisely, and ultimately, achieve their goals. 

Our customizable digital marketing ppt presentation templates are designed to help businesses present themselves with confidence and professionalism.

So, get ready to prepare a robust plan for your digital marketing agency by putting your hands on these editable templates. You can also call our experts at +1-408-659-4170 and get a custom deck designed.

Success awaits those who plan for it.

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Why is a business plan essential for a digital marketing agency?

A business plan is crucial for a digital marketing agency because it provides a strategic roadmap for success. It helps in setting clear objectives, understanding the competitive landscape, allocating resources efficiently, and ensuring a well-defined marketing strategy. Without a business plan, agencies may struggle to navigate the complexities of the digital marketing world and miss out on opportunities for growth.

What should be included in a digital marketing agency business plan?

A comprehensive digital marketing agency business plan should include:

1. Executive Summary: A concise overview of your agency's mission, goals, and key highlights. 2. Market Analysis: In-depth research on industry trends, competition, and target audiences.

3. Business Strategy: Detailed plans for services offered, pricing strategies, and marketing approaches.

4. Financial Projections: Budgets, revenue forecasts, and ROI analysis.

5. Operational Plan: Information on team structure, technology requirements, and workflow processes.

6. Marketing and Sales Strategy: How you plan to acquire and retain clients.

Can I use a business plan template for my digital marketing agency?

Yes, using a business plan template is a great idea. It provides a structured framework to ensure you cover all essential aspects of your agency's business plan. You can find customizable templates online that are specifically designed for digital marketing agencies. These templates save time and help you focus on the unique aspects of your agency's strategy and goals.

How often should I update my digital marketing agency business plan?

Your digital marketing agency business plan should not be static; it should evolve as your agency grows and the market changes. Ideally, it should be reviewed and updated annually or whenever significant changes occur, such as entering new markets, adding services, or adjusting your business strategy.

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Digital Marketing Agency Business Plan Template & Guidebook

Starting a digital marketing agency is an exciting endeavor requiring commitment and planning, and having a comprehensive business plan template and guidebook is essential for entrepreneurs to succeed. The #1 Digital Marketing Agency Business Plan Template & Guidebook is an invaluable resource designed to help turn your dreams into reality, offering detailed instructions on everything from naming your business to managing revenue. Get ready to hit the ground running with this comprehensive roadmap to success!

Get worry-free services and support to launch your business starting at $0 plus state fees.

• How to Start a Profitable Digital Marketing Agency Business [11 Steps]

How to Write a Digital Marketing Agency Business Plan in 7 Steps:

1. describe the purpose of your digital marketing agency business..

The first step to writing your business plan is to describe the purpose of your digital marketing agency business. This includes describing why you are starting this type of business, and what problems it will solve for customers. This is a quick way to get your mind thinking about the customers’ problems. It also helps you identify what makes your business different from others in its industry.

It also helps to include a vision statement so that readers can understand what type of company you want to build.

Here is an example of a purpose mission statement for a digital marketing agency business:

Our mission at [Digital Marketing Agency] is to provide professional and innovative digital marketing solutions that create significant value to our clients, promote their businesses and increase their online visibility. We strive to be the leading digital marketing agency in [geographic area], offering our clients the best possible customer service with results-driven solutions.

2. Products & Services Offered by Your Digital Marketing Agency Business.

The next step is to outline your products and services for your digital marketing agency business. 

When you think about the products and services that you offer, it's helpful to ask yourself the following questions:

• What is my business?
• What are the products and/or services that I offer?
• Why am I offering these particular products and/or services?
• How do I differentiate myself from competitors with similar offerings?
• How will I market my products and services?

You may want to do a comparison of your business plan against those of other competitors in the area, or even with online reviews. This way, you can find out what people like about them and what they don’t like, so that you can either improve upon their offerings or avoid doing so altogether.

3. Build a Creative Marketing Stratgey.

If you don't have a marketing plan for your digital marketing agency business, it's time to write one. Your marketing plan should be part of your business plan and be a roadmap to your goals. 

A good marketing plan for your digital marketing agency business includes the following elements:

Target market

• Who is your target market?
• What do these customers have in common?
• How many of them are there?
• How can you best reach them with your message or product?

Customer base 

• Who are your current customers? 
• Where did they come from (i.e., referrals)?
• How can their experience with your digital marketing agency business help make them repeat customers, consumers, visitors, subscribers, or advocates for other people in their network or industry who might also benefit from using this service, product, or brand?

Product or service description

• How does it work, what features does it have, and what are its benefits?
• Can anyone use this product or service regardless of age or gender?
• Can anyone visually see themselves using this product or service?
• How will they feel when they do so? If so, how long will the feeling last after purchasing (or trying) the product/service for the first time?

Competitive analysis

• Which companies are competing with yours today (and why)? 
• Which ones may enter into competition with yours tomorrow if they find out about it now through word-of-mouth advertising; social media networks; friends' recommendations; etc.)
• What specific advantages does each competitor offer over yours currently?

Marketing channels

• Which marketing channel do you intend to leverage to attract new customers?
• What is your estimated marketing budget needed?
• What is the projected cost to acquire a new customer?
• How many of your customers do you instead will return?

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4. Write Your Operational Plan.

Next, you'll need to build your operational plan. This section describes the type of business you'll be running, and includes the steps involved in your operations. 

In it, you should list:

• The equipment and facilities needed
• Who will be involved in the business (employees, contractors)
• Financial requirements for each step
• Milestones & KPIs
• Location of your business
• Zoning & permits required for the business

What equipment, supplies, or permits are needed to run a digital marketing agency business?

• Computer and other tech equipment
• Internet connection
• Office space and furnishing
• Digital marketing software and tools
• Accounting and bookkeeping software
• Business licenses and permits (if applicable)
• Advertising budget for paid campaigns

5. Management & Organization of Your Digital Marketing Agency Business.

The second part of your digital marketing agency business plan is to develop a management and organization section.

This section will cover all of the following:

• How many employees you need in order to run your digital marketing agency business. This should include the roles they will play (for example, one person may be responsible for managing administrative duties while another might be in charge of customer service).
• The structure of your management team. The higher-ups like yourself should be able to delegate tasks through lower-level managers who are directly responsible for their given department (inventory and sales, etc.).
• How you’re going to make sure that everyone on board is doing their job well. You’ll want check-ins with employees regularly so they have time to ask questions or voice concerns if needed; this also gives you time to offer support where necessary while staying informed on how things are going within individual departments too!

6. Digital Marketing Agency Business Startup Expenses & Captial Needed.

This section should be broken down by month and year. If you are still in the planning stage of your business, it may be helpful to estimate how much money will be needed each month until you reach profitability.

Typically, expenses for your business can be broken into a few basic categories:

Startup Costs

Startup costs are typically the first expenses you will incur when beginning an enterprise. These include legal fees, accounting expenses, and other costs associated with getting your business off the ground. The amount of money needed to start a digital marketing agency business varies based on many different variables, but below are a few different types of startup costs for a digital marketing agency business.

Running & Operating Costs

Running costs refer to ongoing expenses related directly with operating your business over time like electricity bills or salaries paid out each month. These types of expenses will vary greatly depending on multiple variables such as location, team size, utility costs, etc.

Marketing & Sales Expenses

You should include any costs associated with marketing and sales, such as advertising and promotions, website design or maintenance. Also, consider any additional expenses that may be incurred if you decide to launch a new product or service line. For example, if your digital marketing agency business has an existing website that needs an upgrade in order to sell more products or services, then this should be listed here.

7. Financial Plan & Projections

A financial plan is an important part of any business plan, as it outlines how the business will generate revenue and profit, and how it will use that profit to grow and sustain itself. To devise a financial plan for your digital marketing agency business, you will need to consider a number of factors, including your start-up costs, operating costs, projected revenue, and expenses. 

Here are some steps you can follow to devise a financial plan for your digital marketing agency business plan:

• Determine your start-up costs: This will include the cost of purchasing or leasing the space where you will operate your business, as well as the cost of buying or leasing any equipment or supplies that you need to start the business.
• Estimate your operating costs: Operating costs will include utilities, such as electricity, gas, and water, as well as labor costs for employees, if any, and the cost of purchasing any materials or supplies that you will need to run your business.
• Project your revenue: To project your revenue, you will need to consider the number of customers you expect to have and the average amount they will spend on each visit. You can use this information to estimate how much money you will make from selling your products or services.
• Estimate your expenses: In addition to your operating costs, you will need to consider other expenses, such as insurance, marketing, and maintenance. You will also need to set aside money for taxes and other fees.
• Create a budget: Once you have estimated your start-up costs, operating costs, revenue, and expenses, you can use this information to create a budget for your business. This will help you to see how much money you will need to start the business, and how much profit you can expect to make.
• Develop a plan for using your profit: Finally, you will need to decide how you will use your profit to grow and sustain your business. This might include investing in new equipment, expanding the business, or saving for a rainy day.

Frequently Asked Questions About Digital Marketing Agency Business Plans:

Why do you need a business plan for a digital marketing agency business.

A business plan is essential for the success of a digital marketing agency business. It helps owners, investors, and potential clients determine the direction, goals, and procedures of the business. It outlines the plans for how the agency will operate and grow, as well as its financial projections. A business plan also serves as a roadmap for how to structure, manage, and track different aspects of the business.

Who should you ask for help with your digital marketing agency business plan?

You should seek advice and assistance from a trusted business advisor or consultant who has experience in creating digital marketing agency business plans. Additionally, there are many resources available online that can provide guidance on how to create a successful business plan.

Can you write a digital marketing agency business plan yourself?

Writing a business plan is a complex process and while it is certainly possible to write a digital marketing agency business plan without professional help, it can be beneficial to get input from experts in the field. This can help ensure that the business plan outlines a comprehensive strategy for success. Additionally, if you are applying for funding from an investor or financial institution, it may be necessary to have a professional business plan in order to be eligible for the loan or funding.

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Digital Marketing Plan

What comes to mind when you hear the term ‘ digital marketing ?’ No doubt it involves blog posts, online articles, and search engine optimization, just to name a few things. If you’re going to get involved in digital marketing, then you need to come up with the right plan. Due to the broad nature of what you’re about to get into, it definitely pays to know more about what a digital marketing plan entails. Scroll on not just to discover the nuances of these plans, but also to browse through our list and get the best digital marketing plan template out there.

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Smart Digital Marketing Plan Example

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What Is Digital Marketing?

To put it simply, digital marketing encompasses all marketing efforts that utilize the Internet or an electronic to conduct a variety of advertising campaigns. Here, businesses leverage digital channels such as search engines (for SEO marketing), social media , email, mobile apps, websites, and even digital billboards to connect with current and prospective consumers. With technology dominating today’s marketing scene, businesses have managed to keep up with the latest trends by implementing several digital marketing strategies to establish themselves in the industry. Though we haven’t quite reached the age of hovercars and teleportation devices just yet, digital marketing has made it easier and more convenient for a business to reach its audience creatively and innovatively.

How to Create a Successful Digital Marketing Plan

A good marketing plan isn’t a product of an overnight task. It takes intense research and proper analysis to come up with something good enough to help your company prosper. Even the act of downloading a digital marketing plan sample, a digital marketing plan PDF template, or a free digital marketing plan from our list above will still require a ton of work. To help you with this, we’ve gathered five of the most crucial steps in developing a well-defined digital marketing plan for you to be guided.

Step 1: Know Your Goals

Before anything attempting any kind of plan—be it a digital marketing action plan or even a one-page digital marketing plan—always define your mission and objectives first. You need to be specific with your marketing goals so that your plan may be tailored toward achieving them. Without a clear path to follow, your team could end up wasting a significant amount of resources on useless strategies.

Step 2: Develop Buyer Personas

Remember who you’re talking to. Individuals from certain demographics may possess different interests from those of another group, which is why your marketing plan must be centered on the problems held by your target  audience . This includes their emotional desires, aspirations, fears, and goals.

Step 3: Analyze Past Mistakes

Past successes and failures are all part of growth. By learning to accept them, you’ll also learn to analyze how you can improve your current operations to obtain better results. Having a record of your analysis will also help enhance plans for continuous brand development.

Step 4: Identify Your Means

There are three vital components in executing a digital marketing plan: the people, the budget , and the channels. All of these resources must be taken into account before any decisions are implemented in the plan. It needs to be realistic, measurable, and attainable, otherwise, you’ll find yourself scrambling for resources that go beyond your capacity.

Step 5: Create Specific Strategies.

No matter how hard you try, your plan is never going to be perfect from the get-go. Unforeseen circumstances may cause drastic changes to your plan, forcing you to be as flexible as possible. This is why you need to create manageable strategies , one that allows adjustments without losing sight of the company’s primary goal.

What is the purpose of a Digital Marketing Plan?

The purpose of using a digital marketing plan for any organization is to force you through the process of researching and clearly explain all the aims and goals of your digital initiatives. This is along with clearly targeting digital personas and methodically choosing ways to go after them.

What should be considered while making a Digital Marketing Plan?

A digital marketing plan must include the following: One, Search Engine Optimization (SEO). Two, web positioning and strategies. Three, the social media market . From there, you must put digital marketing actions into motion with previously made plans or strategies. Always consider all aspects that impact development indirectly and directly.

What does A Marketing Plan do?

Unlike a business plan, a marketing plan mainly focuses on working and keeping customers intact. It has several strategies and includes numbers, facts, and objectives. A good marketing plan has all the tools and tactics you will use to achieve your sales goals most effectively. It helps draw in and keep customers.

With its use of modern and ongoing technological developments, digital marketing is a truly exciting thing to be a part of. Now that you are better informed about what a digital marketing plan is, you can begin experiencing its nuances for yourself. All that’s left for you to do is choose how your own internet marketing journey will begin. Decide wisely and act as boldly as you can!

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Digital Advertising Agency Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business ideas » Internet Based Industry » Digital Marketing Agency

Are you about starting a starting a digital advertising agency ? If YES, here’s a complete sample digital advertising agency business plan template & feasibility report you can use for FREE to raise money .

If you have a penchant for advertising, then you may want to start a business that revolves around it. In many countries of the world like America, you are required to be a member of a body, as well as get some certifications in some advertising fields. These hurdles stated, helps you to operate at a much deeper level that stands you out in business.

A Sample Digital Advertising Agency Business Plan Template

1. industry overview.

A standard Advertising agency create advertising campaigns for periodicals, newspapers, radio, TV and other media platforms such as social media. Through internal capabilities or delegating, ad agencies provide advice, creative services, account management, production of advertising campaign material and of course media planning and buying like ad placement et al.

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Establishments in the Advertising Agencies industry are responsible for creating advertising campaigns and place the advertisements in periodicals, newspapers, radio, TV and other media outlets such as social media and digital media platforms.

The arrival of new media and, in particular, the trend moving away from traditional media and toward digital and online services, has stimulated a drastic change in advertising strategies. As a matter of fact, loads of traditional advertising agencies have started to specialize in online advertising cum digital marketing so as to stay competitive in the industry.

As a result of this trend, the revenue generated in the industry has grown tremendously over the years. Going forward, the Advertising Agencies industry will continue to experience sustained growth, as the proliferation of digital devices, such as tablets and smartphones, provide new streams of income.

No doubt, the Advertising Agencies industry is in the mature phase of its life cycle and luckily for the industry, the advent of digital media has provided an opportunity for the industry to explore and experience vibrant growth. Of course, the industry is becoming more concentrated, as seen by a few large global firms dominating the market and gaining huge market share of the available market.

The Advertising Agencies Industry is indeed a very large industry and pretty much thriving in all parts of the world especially in developed countries such as united states of America, Canada, United Kingdom, Germany, Australia, France and Italy et al.

Statistics has it that in the United States of America alone, there are about 65,454 licensed and registered advertising agencies responsible for employing about 251,296 employees and the industry rakes in a whooping sum of $43billion annually with an annual growth rate projected at 3.5 percent. It is important to state that the establishments with lion shares of the available market in this industry are The Omnicom Group Inc., WPP and IPG.

Over and above, advertising agencies cannot be phased out despite the change in advertising approaches and the emergence of new media. It is easier for advertising agencies to leverage on modern technology to reach – out to their target market. As a matter of fact, it is cost effective and far reaching for them to make use of social media platforms to carry out some of their advertising campaigns.

2. Executive Summary

Lemon & Lilac™ Advertising Agency, Inc. is a U.S based and world class advertising agency that will be located in Los Angeles – California. We have been able to secure a standard and well – positioned office facility in a central business district in Inglewood.

We are an advertising agency that is set to compete in the highly competitive advertising agencies industry not only in the United States market, but also in the global market because our clientele base will not be restricted to just businesses and organizations in the United States but in the internal market.

Lemon & Lilac™ Advertising Agency, Inc. will offer robust advertising services to both corporate organization and individuals. Our core services will revolve around creating advertising campaigns and place the advertisements in periodicals, newspapers, radio, TV and other media outlets such as social media and digital media platforms and other related advertising and media consulting and advisory services.

Our business goal is to become one of the leading advertising agencies in the United States of America with high profile corporate and individual clients scattered all around the globe. Our workers are going to be selected from a pool of talented and highly creative advertising and media experts in and around Los Angeles – California and also from any part of the world as the business grows.

We will make sure that we take all the members of our workforce through the required trainings that will position them to meet the expectation of the company and to compete with leading advertising agencies such as The Omnicom Group Inc., WPP and IPG in the United States and of course throughout the globe.

At Lemon & Lilac™ Advertising Agency, Inc., our client’s best interest will always come first, and everything we do will be guided by our values and professional ethics. We will ensure that we hold ourselves accountable to the highest standards by meeting our client’s business needs precisely and completely. We will cultivate a working environment that provides a human, sustainable approach to earning a living, and living in our world, for our partners, employees and for our clients.

Lemon & Lilac™ Advertising Agency, Inc. is founded by Lilian Goldberg and her friend and business partner for many years Lesly Henderson. They both graduated from University of California, Beckley with BA in Mass Communications and they have a combine experience that revolves around corporate branding and advertising, market researching, sales, web designing, graphic designing, and business management et al.

3. Our Products and Services

Lemon & Lilac™ Advertising Agency, Inc. was established with the aim of maximizing profits in the Advertising Agencies industry. We want to compete favorably with leading advertising agencies such as The Omnicom Group Inc., WPP and IPG in the United States and of course throughout the globe which is why we have but in place a competent team that will ensure that we meet and even surpass our customers’ expectations.

We will work hard to ensure that Lemon & Lilac™ Advertising Agency, Inc. do not just work for clients in the United States of America, but also for clients in other parts of the world. Our products and services are listed below;

• Advertising services
• Creative services
• Public relations services
• Media planning, buying & representation
• Creating advertising campaigns
• Disseminating advertising campaigns through available mediums, such as TV and periodicals
• Other related media and advertising advisory and consulting services

4. Our Mission and Vision Statement

• Our vision is to establish a standard and world class advertising agency whose services and brand will not only be accepted in the United States of America, but also in other parts of the world.
• Our mission is to provide professional and highly creative result oriented advertising services and other related advisory and consulting services that will assist businesses, individuals and non-profit organizations in promoting their brands and reaching out to a wide range of potential customers all over the globe.
• We want to build an advertising agency that can favorably compete with other leading brands in the advertising agencies industry.

Our Business Structure

Lemon & Lilac™ Advertising Agency, Inc. is a world class advertising agency that intend starting small in Los Angeles – California, but hope to grow big in order to compete favorably with leading advertising agencies such as The Omnicom Group Inc., WPP and IPG in the United States and of course throughout the globe.

We are aware of the importance of building a solid business structure that can support the picture of the kind of world class business we want to own. This is why we are committed to only hiring the best hands within our area of operations.

At Lemon & Lilac™ Advertising Agency, Inc. we will ensure that we hire people that are qualified, hardworking, and creative, result driven, customer centric and are ready to work to help us build a prosperous business that will benefit all the stake holders (the owners, workforce, and customers).

As a matter of fact, profit-sharing arrangement will be made available to all our senior management staff and it will be based on their performance for a period of five years or more as agreed by the board of trustees of the company. In view of the above, Lemon & Lilac™ Advertising Agency, Inc. have decided to hire qualified and competent hands to occupy the following positions;

• Chief Executive Officer
• Creative Director

Advertising cum Digital Marketing Specialist

Human Resources and Admin Manager

• Sales and Marketing Executive
• Web Designer cum Graphic Artist
• Content Creator / Online Traffic Generator

Client Service Executive

5. Job Roles and Responsibilities

Chief Executive Officer – CEO:

• Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing incentives; developing a climate for offering information and opinions; providing educational opportunities.
• Responsible for providing direction for the business
• Creating, communicating, and implementing the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
• Responsible for signing checks and documents on behalf of the company
• Evaluates the success of the organization

Creative Director:

• Serve as project manager of the organization; works directly with employees
• Responsible for designing advertising concepts and winning business proposals for the organization
• In charge of copy writing and laying out chronological advertisement plans
• Develops strategic plan by studying technological and financial opportunities; presenting assumptions; recommending objectives.
• Accomplishes subsidiary objectives by establishing plans, budgets, and results measurements; allocating resources; reviewing progress; making mid-course corrections.
• Coordinates efforts by establishing procurement, production, marketing, field, and technical services policies and practices; coordinating actions with corporate staff.
• Builds company image by collaborating with customers, government, community organizations, and employees; enforcing ethical business practices.
• Maintains quality service by establishing and enforcing organization standards.
• Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.
• Make certain that operations and marketing department perform efficiently, coordinate employee efforts, and facilitate communications between management and employees
• Ensures that the organization work in line with international best practices.
• Responsible for handling media planning, buying & representation
• Responsible for creating advertising campaigns
• Responsible for disseminating advertising campaigns through available mediums, such as TV, Radio and periodicals et al
• Responsible for handling core digital services such as banner advertising, video advertising, rich media advertising, sponsorship advertising, classifieds/directories, lead generation, mobile messaging/email, digital display advertising, mobile advertising, social media management
• Handle other related media and advertising advisory and consulting services
• Responsible for overseeing the smooth running of HR and administrative tasks for the organization
• Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
• Enhances department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
• Defining job positions for recruitment and managing interviewing process
• Carrying out staff induction for new team members
• Responsible for training, evaluation and assessment of employees
• Oversee the smooth running of the daily office.

Sales and Marketing Manager

• Manage external research and coordinate all the internal sources of information to retain the organizations’ best customers and attract new ones
• Model demographic information and analyze the volumes of transactional data generated by customer
• Identifies development opportunities; follows up on development leads and contacts; participates in the structuring and financing of projects; assures the completion of development projects.
• Writing winning proposal documents, negotiate fees and rates in line with organizations’ policy
• Responsible for handling business research, market surveys and feasibility studies for clients
• Responsible for supervising implementation, advocate for the customer’s needs, and communicate with clients
• Develop, execute and evaluate new plans for expanding increase sales
• Create new markets cum businesses for the organization
• Empower and motivates the sales team to meet and surpass agreed targets

Accountant / Cashier:

• Responsible for preparing financial reports, budgets, and financial statements for the organization
• Provides managements with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions.
• Responsible for financial forecasting and risks analysis.
• Performs cash management, general ledger accounting, and financial reporting for one or more properties.
• Responsible for developing and managing financial systems and policies
• Responsible for administering payrolls
• Ensuring compliance with taxation legislation
• Handles all financial transactions for Zebra Plus Digital Marketing Consulting™, LLC
• Serves as internal auditor for Zebra Plus Digital Marketing Consulting™, LLC.

Web Designer cum Graphic Designers

• Liaising with clients to determine their requirement and budget
• Responsible for Optimizing Website Functionality for owners of existing websites
• Responsible for Search Engine Optimization Services and Code Writing Services
• Responsible for developing concepts, graphics and layouts for product illustrations, company logos, and websites
• Responsible for managing client proposals from typesetting through to design, print and production
• Responsible for preparing drafts or material based on an agreement brief.
• Research and advice the organization on style, genre and other trendy info as it relates to new media and traditional media advertising.

Content Creator / Traffic Generator

• Responsible for creating contents for the organization as it relates to advertising
• Responsible for creating content / buzz words that will help attract traffics
• Responsible for Search Engine Optimization (SEO)
• Responsible for engaging internet users to get help statistics and leads
• Liaising and working effectively With other staff members to generate sales for our clients
• Welcomes clients and potential clients by greeting them in person, online or on the telephone; answering or directing inquiries.
• Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
• Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services
• Manages administrative duties assigned by the creative director in an effective and timely manner
• Consistently stays abreast of any new information on the organizations’ products, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients when they make enquiries.

6. SWOT Analysis

Lemon & Lilac™ Advertising Agency, Inc. engaged the services of a core professional in the area of business consulting and structuring to assist our organization in building a well – structured advertising agency that can favorably compete in the highly competitive advertising agencies industry in the United States and the world at large.

We know that if we get things right before starting our advertising agency, we will not have to struggle before attract loyal clients and building our clientele base cum corporate profile to a level where we can easily breakeven in record time.

We hired the services of Dr. Edwards Christopher, a HR and Business consultant with bias in business structuring to help us conduct SWOT analysis for our company and he did a pretty good job for us. Here is a of the result we got from the SWOT analysis that was conducted on behalf of Lemon & Lilac™ Advertising Agency, Inc.;

Our core strength lies in the power of our team; our workforce. We have a team of creative, result driven and highly proficient advertising cum digital marketing expert, a team with excellent qualifications and experience various niche areas in the advertising agencies industry and other related industry.

Aside from the synergy that exist in our carefully selected advertising cum digital marketing experts, our services will be measurable, result driven and guided by best practices in the industry.

As a new advertising agency in Los Angeles – California, it might take some time for our organization to break into the market and gain acceptance especially from top profile clients in the already saturated and highly competitive advertising agencies industry; that is perhaps our major weakness.

Another weakness is that we may not have the required cash to pump into promoting our business especially via main stream media (TV, Radio and Newspapers et al) the way we would want to.

• Opportunities:

No doubt, the opportunities available in the advertising agencies industry is massive considering the number of individuals and corporate organizations with active presence on the internet and of course the pretty large numbers of people who visit the internet / social media platforms on a daily basis and own mobile phones / smart phones and other related gadgets.

As a standard and world class advertising agency, we are ready to take advantage of any opportunity that is available in the industry.

Just like any other business, one of the major threats that we are likely going to face is economic downturn. It is a fact that economic downturn affects purchasing / spending power. Another threat that may likely confront us is the arrival of advertising agency, a digital marketing agency or even a social media marketing company in same location where our target market exist and who may want to adopt same Business model like us.

7. MARKET ANALYSIS

• Market Trends

It is trendier in recent time to note that, loads of traditional advertising agencies have started to specialize in online advertising cum digital marketing so as to stay competitive in the industry. As a result of this trend, the revenue generated in the industry has grown tremendously over the years.

Going forward, the Advertising Agencies industry will continue to experience sustained growth, as the proliferation of digital devices, such as tablets and smartphones, provide new streams of income.

Another common trend in the advertising agencies industry is that, majority of advertising agencies no longer rely on tradition media for advertisement, they now fully embrace new media. As a result of this trend, they no longer settle for clients within the location where their physical office is located but also from any part of the world.

The truth is that with the advent of the internet, it is now easier for an advertising agency to work for clients in any part of the world. For instance, an advertising agency can be located in the United States of America and have their biggest client in United Arab Emirates or in China. Many thanks to the power of the internet which has brought the world closer to us.

Lastly, the advertising agencies industry will continue to evolve due to the advancement of computer technology and software applications designs et al.

8. Our Target Market

Prior to starting our advertising agency, we are certain that there is a wide range of both corporate and individual clients who cannot successfully run their businesses without the services and support of a standard advertising agencies; a company that can help them reach out to their target market and effectively promote their corporate brand and image.

In view of that, we have created strategies that will enable us reach out to various corporate organizations, non – profits, government agencies and individual who we know can’t afford to do without our services. We have conducted our market research and survey and we will ensure that we meet and surpass the expectations of our clients

Below is a list of the people and organizations that we have specifically market our services to;

• Banks, Insurance Companies and other related Financial Institutions
• Blue Chips Companies
• Corporate Organizations
• Manufacturers and Distributors
• Real Estate Owners, Developers, and Contractors
• Research and Development Companies
• The Government (Public Sector)
• Schools (High Schools, Colleges and Universities)
• Celebrities, Politicians, Public Figures and Public Speakers
• Sport Organizations
• Religious Organizations
• Political Parties
• Television Stations
• Printing Press (Publishing Houses) and Authors
• Branding and Advertising agencies
• Aspiring celebrities
• Entrepreneurs and Start – Ups

Our Competitive Advantage

Surviving in the business world as an advertising agency requires more than, your expertise, knowing how to conduct your business but also how to network with key people that matters; decision makers that can decide who will get a contract or a business deal.

We are quite aware that to be highly competitive in the advertising agencies industry means that you are not only expected to be able to deliver consistent and excellent services, but you must be result driven and able to meet set targets. No one would want to continue to hire your services if don’t always meet up with the target sales the organization intends to generate when they hire your services.

Our competitive advantage lies in the power of our team; our workforce. We have a team of creative, result driven and highly proficient advertising cum digital marketing experts, a team with excellent qualifications and experience various niche areas in the advertising agencies industry and other related industry.

Lastly, all our employees will be well taken care of, and their welfare package will be among the best within our category (startups advertising agencies in the United States) in the industry. It will enable them to be more than willing to build the business with us and help deliver our set goals and achieve all our business aims and objectives.

9. SALES AND MARKETING STRATEGY

• Sources of Income

Lemon & Lilac™ Advertising Agency, Inc. is established with the aim of maximizing profits in the advertising agencies industry and we are going to go all the way to ensure that we do all it takes to meet and surpass the expectations of all our clients.

Lemon & Lilac™ Advertising Agency, Inc. will generate income by offering the following advertising cum digital marketing services and other related services;

• Disseminating advertising campaigns through available mediums, such as TV, radio and periodicals

10. Sales Forecast

One thing is certain, there would always be corporate organizations, government agencies, non – profits and individuals who would need the services of advertising agencies to help them increase sales or promote their brands and corporate image.

Lemon & Lilac™ Advertising Agency, Inc. is well positioned to take on the available market in advertising agencies industry and we are quite optimistic that we will meet our set target of generating enough income / profits from the first six month of operations and grow our advertising agencies to enviable heights.

We have been able to critically examine the advertising agencies marketing space and we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. The sales projection is based on information gathered on the field and some assumptions that are peculiar to similar startups in Los Angeles – California.

Below is the sales projection for Lemon & Lilac™ Advertising Agency, Inc., it is based on the location of our business and of course the wide range of our media and advertising services we offer and our target market;

• First Fiscal Year-: $200,000
• Second Fiscal Year-: $500,000
• Third Fiscal Year-: $750,000

N.B : This projection is done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and there won’t be any major competitor offering same advertising agency services as we do within same location. Please note that the above projection might be lower and at the same time it might be higher.

• Marketing Strategy and Sales Strategy

We are mindful of the fact that there is stiffer competition in the advertising agencies industry; hence we have been able to hire some of the best marketing experts to handle our sales and marketing.

Our sales and marketing team will be recruited based on their vast experience in the advertising agencies industry and they will be trained on a regular basis so as to be well equipped to meet their targets and the overall business goal of Lemon & Lilac™ Advertising Agency, Inc.

Our corporate goal is to grow Lemon & Lilac™ Advertising Agency, Inc. to become one of the leading advertising agency brands in the United States of America which is why we have mapped out strategy that will help us take advantage of the available market and grow to become a major force to reckon with not only in the United States of America but also in other parts of the world.

Lemon & Lilac™ Advertising Agency, Inc. is set to make use of the following marketing and sales strategies to attract clients;

• Introduce our advertising agency by sending introductory letters alongside our brochure to individuals, corporate organizations, government agencies, non – profits, religious organizations and key stake holders.
• Promptness in bidding for advertising and digital marketing contracts from the government and other cooperate organizations
• Advertise our business in relevant business magazines, newspapers, TV stations, and radio station.
• List our business on yellow pages ads (local directories)
• Attend relevant international and local expos, seminars, and business fairs et al
• Create different packages for different category of clients in order to work with their budgets and still deliver excellent services
• Leverage on the internet to promote our business
• Engage direct marketing approach
• Encourage word of mouth marketing from loyal and satisfied clients

11. Publicity and Advertising Strategy

We have been able to work with our in house brand and publicity consultants to help us map out publicity and advertising strategies that will help us walk our way into the heart of our target market. We are set to become the number one choice for both corporate clients and individual clients in the whole of the United States and beyond which is why we have made provisions for effective publicity and advertisement of our advertising agency.

Below are the platforms we intend to leverage on to promote and advertise Lemon & Lilac™ Advertising Agency, Inc.;

• Place adverts on both print (newspapers and magazines) and electronic media platforms
• Sponsor relevant community based events / programs
• Leverage on the internet and social media platforms like; Instagram, Facebook , twitter, YouTube, Google + et al to promote our services
• Install our Bill Boards on strategic locations all around Los Angeles – California
• Engage in road show from time to time in targeted neighborhoods
• Distribute our fliers and handbills in target areas
• Contact corporate organizations, non – profits and government agencies by calling them up and informing them of Lemon & Lilac™ Advertising Agency, Inc. and the services we offer
• List Lemon & Lilac™ Advertising Agency, Inc. in local directories / yellow pages
• Advertise Lemon & Lilac™ Advertising Agency, Inc. in our official website and employ strategies that will help us pull traffic to the site.
• Ensure that all our staff members wear our branded shirts and all our vehicles are well branded with our company logo et al.

12. Our Pricing Strategy

At Lemon & Lilac™ Advertising Agency, Inc. we will keep the prices of our services below the average market rate for all of our customers by keeping our overhead low and by collecting payment in advance from corporate organizations who would hire our services. In addition, we will also offer special discounted rates to all our customers at regular intervals.

We are aware that there are some one – off jobs or government contracts which are always lucrative, we will ensure that we abide by the pricing model that is expected from contractors or organizations that bid for such contracts.

• Payment Options

At Lemon & Lilac™ Advertising Agency, Inc., our payment policy will be all inclusive because we are quite aware that different people prefer different payment options as it suits them. Here are the payment options that we will make available to our clients;

• Payment by via bank transfer
• Payment via online bank transfer
• Payment via check
• Payment via bank draft
• Payment via mobile money
• Payment with cash

In view of the above, we have chosen banking platforms that will help us achieve our plans with little or no itches. Our bank account numbers will be made available on our website and promotional materials so that it will be easier for clients to make payments when necessary.

13. Startup Expenditure (Budget)

It is a known fact that, in setting up any business, the amount or cost will depend on the approach and scale you want to undertake. If you intend to go big by renting a place, then you would need a good amount of capital as you would need to ensure that your employees are well taken care of, and that your facility is conducive enough for workers to be creative and productive.

This means that the start-up can either be low or high depending on your goals, vision and aspirations for your business. The materials and equipment that will be used are nearly the same cost everywhere, and any difference in prices would be minimal and can be overlooked.

As for the detailed cost analysis for starting a standard advertising agency; it might differ in other countries due to the value of their money. However, this is what it would cost us to setup Lemon & Lilac™ Advertising Agency, Inc. in the United of America;

• Business incorporating fees in the United States of America will cost – $750.
• The budget for Liability insurance, permits and license will cost – $3,500
• Leasing / renting an office space in a good location in Los Angeles – California that will accommodate the number of employees for at least 6 months (Re – Construction of the facility inclusive) will cost – $150,000.
• The cost for furnishing and equipping the office (computers, printers, projectors, markers, servers / internet facility, furniture, telephones, filing cabinets, and electronics) will cost – $30,000
• The amount required to purchase the needed software applications – $3,500
• Launching an official Website will cost – $500
• The amount need to pay bills and staff members for at least 2 to 3 months – $70,000
• Additional Expenditure such as Business cards, Signage, Adverts and Promotions will cost – $5,000
• Miscellaneous – $5000

Going by the report from the market research and feasibility studies conducted, we will need about two hundred and fifty thousand ( 250,000 ) U.S. dollars to successfully set – up a medium scale but standard advertising agency in the United States of America.

Generating Funding / Startup Capital for Lemon & Lilac™ Advertising Agency, Inc.

Lemon & Lilac™ Advertising Agency, Inc. is a business that will be owned, financed and managed by Lilian Goldberg and her friend and business partner for many years Lesly Henderson. They are the sole financial of the business which is why they decided to restrict the sourcing of the start – up capital for the business to just three major sources.

These are the areas we intend generating our start – up capital;

• Generate part of the start – up capital from personal savings and sale of his stocks
• Generate part of the start – up capital from friends and other extended family members
• Generate a larger chunk of the startup capital from the bank (loan facility).

N.B: We have been able to generate about $100,000 (Personal savings $85,000 and soft loan from family members $15,000) and we are at the final stages of obtaining a loan facility of $150,000 from our bank. All the papers and document has been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.

14. Sustainability and Expansion Strategy

It is an established fact that, the future of a business lies in the numbers of loyal customers that they have, the capacity and competence of the employees, their investment strategy and the business structure. If all of these factors are missing from a business (company), then it won’t be too long before the business close shop.

One of our major goals of starting Lemon & Lilac™ Advertising Agency, Inc. is to build a business that will survive off its own cash flow without the need for injecting finance from external sources once the business is officially running.

We know that one of the ways of gaining approval and winning customers over is to offer our advertising services and other related media and advertising advisory and consulting services a little bit cheaper than what is obtainable in the market and we are well prepared to survive on lower profit margin for a while.

Lemon & Lilac™ Advertising Agency, Inc. will make sure that the right foundation, structures and standard operating processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and re – training of our workforce is at the top burner of our business strategy.

As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of five years or more as determined by the board of the organization. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.

Check List/Milestone

• Business Name Availability Check:>Completed
• Business Incorporation: Completed
• Opening of Corporate Bank Accounts various banks in the United States: Completed
• Opening Online Payment Platforms: Completed
• Application and Obtaining Tax Payer’s ID: In Progress
• Securing a standard office facility in a good location in Los Angeles – California: Completed
• Application for business license and permit: Completed
• Purchase of All form of Insurance for the Business: Completed
• Conducting Feasibility Studies: Completed
• Generating part of the start – up capital from the founders: Completed
• Writing of Business Plan: Completed
• Drafting of Employee’s Handbook: Completed
• Drafting of Contract Documents: In Progress
• Design of Logo for the business: Completed
• Secure trademark for our products: In Progress
• Graphic Designs and Printing of Packaging Marketing / Promotional Materials: Completed
• Recruitment of employees: In Progress
• Purchase of the Needed furniture, office equipment, software applications, electronic appliances and facility facelift: In Progress
• Creating Official Website for the business: In Progress
• Creating Awareness for the business: In Progress
• Health and Safety and Fire Safety Arrangement: In Progress
• Establishing business relationship with vendors and key players in various industries: In Progress