A new year is the right time to stop doing random marketing activities and follow a clear plan. You don’t need a 50-page document. A one-page plan you actually follow beats a detailed plan nobody reads.
Here is a simple template for 2027.
Step 1: Review 2026
Answer honestly:
• How many enquiries and customers came from online channels?
• Which channels worked best: Google, Maps, Instagram, ads, WhatsApp, referrals?
• What did you spend, and what did each customer cost?
• What did not work?
Step 2: Set clear goals
Make them specific and measurable:
• “Get 40 enquiries a month from Google and Maps by June”
• “Reach 100 Google reviews by December”
• “Grow online sales to 20% of revenue”
Step 3: Define your audience
For each main customer type, write down: who they are, where they live, what problem they have, what they search for and where they spend time online.
Step 4: Choose your channels
Pick two or three main channels and do them well.
Goal | Strong channels |
Local enquiries | Google Business Profile, local SEO, Google Ads |
Brand awareness | Instagram, YouTube, local influencers |
B2B leads | SEO, LinkedIn, IndiaMART, Google Ads |
Repeat sales | WhatsApp, email, loyalty offers |
Online sales | Meta Ads, Google Shopping, SEO, WhatsApp follow-ups |
Step 5: Set a budget
Split it into:
• Fixed costs: website, tools, maintenance
• Agency or team fees
• Ad spend
• Content production: photos, videos, design
Review it every quarter, and move money to what works.
Step 6: Build a 12-month calendar
Quarter | Focus ideas |
Jan–Mar | Pongal campaign, website and Google Business Profile improvements, new-year offers |
Apr–Jun | Summer offers, admissions and wedding season (by industry), SEO content |
Jul–Sep | Mid-year review, new services, Onam and Aadi offers where relevant |
Oct–Dec | Deepavali and year-end campaigns, plan for 2028 |
Add your own peak seasons and launches.
Step 7: Track a few key numbers
Review monthly:
• Enquiries by channel
• Cost per enquiry and cost per customer
• Google rankings for main keywords
• Google Business Profile calls and direction requests
• Website conversion rate
• Reviews gained
One-page plan template
Section | Your answer |
2027 goal |
|
Main customer |
|
Top 3 channels |
|
Monthly budget |
|
Key campaigns |
|
Numbers to track |
|
Who is responsible |
|
Print it, share it with your team, and review it every month.
Frequently asked questions
How much should a small business spend on digital marketing? It depends on goals and margins. Start with an amount you can sustain for six months, measure enquiries, then adjust.
Should I hire an agency or do it in-house? Many small businesses combine both: in-house for daily posts and replies, an agency for strategy, SEO, ads and websites.
How often should I review the plan? Check numbers monthly, and review the plan every quarter.


