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Notes for owners · Digital marketing

How to create a monthly digital marketing plan

A monthly digital marketing plan fits on one page: the enquiry target, the budget split, what gets published, who does it, and the review date.

The GullySales team · Updated 15 Sept 2026 · 6 min read

Editorial illustration for How to create a monthly digital marketing plan
On this page
  1. Start with the enquiry number, not the activity
  2. What goes on the page
  3. The order of work inside a month
  4. Which five numbers to review
  5. A worked example
  6. What to do next

A monthly digital marketing plan is one page with five things on it: the enquiry target for the month, the money split by channel, the specific work that will be published or launched, the person responsible for each item, and the date the results get reviewed. Anything longer gets written once and never opened. Most small businesses have activity instead of a plan, which is why nobody can say at month end whether the spend worked.

Start with the enquiry number, not the activity

Work backwards from the business. If the sales team needs 24 orders this month and roughly one in six qualified enquiries becomes an order, the plan needs about 144 qualified enquiries. If your existing channels produce 100, the plan has to find 44 more, and that number decides everything else on the page.

Two cautions. Use qualified enquiries, not all enquiries, or you will plan for volume you cannot sell to. And use your own conversion rate from your own records, not an industry figure, because the difference between one in four and one in ten changes the budget entirely.

If you do not have the data, spend the first month building it: every enquiry logged with source, date, first reply time and outcome. That record is worth more than the plan itself.

What goes on the page

SectionWhat it containsHow long it should take to read
TargetQualified enquiries needed, split by channelOne line
BudgetMoney by channel, with last month next to itSix lines at most
FoundationsWebsite, page or tracking work being done this monthThree lines
PublishingWhat gets written or made, with dates and ownersSix to eight lines
CampaignsWhat is being launched, paused or changed, and whyThree lines
Sales sideWhat marketing needs from sales, such as reply time or feedback on lead qualityTwo lines
ReviewThe date, and the five numbers that will be looked atOne line

One page. If it needs a second page, the month has too much in it.

The order of work inside a month

Week one is for foundations and setup. Anything that makes everything else work better: a page that was missing, tracking that was broken, the Google Business Profile, the enquiry form. Launch campaigns at the end of this week, not on the first.

Weeks two and three are for publishing and running. The articles, the pages, the creatives, the emails. This is also when you look at early campaign numbers and cut the obviously poor performers rather than waiting for the month to end.

Week four is for review and the next plan. Pull the numbers, write the five lines of what happened, and decide next month's target and split. Do this in the last week rather than the first week of the next month, or you lose a week.

The common failure is to launch everything on the first and look at it on the thirtieth.

Which five numbers to review

Keep it to five and look at the same five every month.

Qualified enquiries by channel, against the target. Cost per qualified enquiry by channel. First reply time, because a channel's quality is judged on outcomes and outcomes depend on how fast someone called. Enquiries that became orders, by channel, even if the order lands next month. And one leading number for whichever channel you are building, such as search impressions or profile calls.

Reach, impressions, likes and followers are inputs. They can sit at the bottom of the sheet if someone wants them, but they do not belong in the decision.

A worked example

For example, imagine a firm in Bengaluru selling modular kitchen work to homeowners, with four sales people and a target of eighteen orders a month at an average of around ₹3.5 lakh. The details and figures below are illustrative.

One in eight qualified enquiries closes, so the plan needs roughly 144 qualified enquiries. Search and the Google Business Profile currently produce about 90. The gap is 54.

The page reads like this, on an illustrative budget of ₹1.6 lakh:

  • Budget: ₹95,000 to paid search on high-intent terms such as modular kitchen price, and modular kitchen in specific localities; ₹35,000 to social with a price band stated; ₹30,000 to photography of two completed kitchens
  • Foundations: a page for each kitchen layout type, and the enquiry form cut from nine fields to four
  • Publishing: two articles, one on what decides modular kitchen cost in Bengaluru and one on what to check before finalising a vendor, plus eight photographs of completed work for the profile
  • Campaigns: pause the display campaign that produced forty enquiries and no orders last month
  • Sales line: every enquiry called within fifteen minutes during working hours, with the sales head marking each one qualified or not, so next month's plan is built on real data

Review lands on the 28th, on the five numbers. The shape of the page is the part worth copying.

What to do next

Write next month's plan on one page before the month starts, beginning with the number of qualified enquiries your sales team needs. If you cannot calculate that number from your own records, make building that record the first item on the plan. If you want help setting the target, the split and the review rhythm, tell us what you need.

Questions

Questions owners ask.

Should the plan be monthly or quarterly?
Set direction and budget quarterly, plan activity monthly, review weekly. A quarterly plan alone drifts by week five. A monthly plan with no quarterly direction turns into twelve unrelated campaigns.
What if we do not know our conversion rate yet?
Use the first two months to establish it. Record every enquiry with its source and outcome, and by the end of month two you will have a working number. Until then, plan on activity and switch to an enquiry target as soon as you have real data.
How much of the budget should go to advertising against content and website work?
It depends on how much visibility you already have. A business with no search presence needs a heavier share on foundations for the first quarter, because advertising into a weak website simply raises the cost of each enquiry. Split the figure in the plan so the trade-off is visible.
Who should own the monthly plan in a small company?
One named person, with the owner approving it in a thirty-minute meeting at the start of the month. If nobody owns it, the plan becomes whatever the agency happened to do, discovered at the end of the month.

From the blog

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