How to plan your marketing effectively for 2026

Marketing teams that plan early, keep things simple and stay focused are the ones who’ll see the biggest wins in 2026 and beyond.

Here are some brief pointers from us that should help you understand the process to follow when planning your marketing strategy. 

If you want to put some of our tips into practice and get ahead, join our workshops in October

Know your numbers

What are the commercial growth plans for your organisation? Knowing the right revenue targets at this stage is critical to forming a strong plan. Our campaign calculator helps you forecast the results you need from your campaigns, step by step.

Use funnel ratios to set and track goals

Start with the end goal in mind. Do you need to sell X tickets or bring in 10 new clients?

Work backwards – from initial contacts through to marketing qualified leads, appointments, proposals and sales. Plan how many new prospects you need to generate to meet your sales goals.

Using this data, you can plan campaigns across the year to drive real marketing momentum. You’ll know exactly what results you’ll need to achieve. 

Check your marketing performance

To make future marketing more effective, it’s important to review work you’ve done in the past. It allows you to become more efficient, enable data-driven decision making and release budget and resources confidently.

Using AI to evaluate past performance saves time and uncovers insights you might have missed.  

We recommend gathering all your key data: ad performance, website, social and email – across all channels. Using AI to evaluate past performance saves time and uncovers insights you might have missed.

Analyse your audience

  • Gather insights into your customers. Who are they? How do they interact with you?
  • Build a persona in ChatGPT  
  • Create a Custom GPT that can give you feedback  
  • Use it as a sounding board to make campaign improvements 

Review your team’s capabilities

The marketing team of 2026 needs to have a vast skillset. From strategic direction to content creation, digital marketing, a good grasp of AI, automation and data, there’s a lot to manage. 

Identify what your top three gaps are and how you can address them. Decide if training, hiring, outsourcing or automation is the right fix.

Need expert guidance?

Our workshops, Get ahead for 2026: How to plan your marketing effectively are back in October. Across two online sessions, you’ll get clarity, tools and confidence to create a plan that delivers results.

If you don’t want to miss out, reserve your spot here. 

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