Digital Marketing Strategy and Planning Toolkit

Create a winning plan to boost your leads and sales from digital marketing. Join thousands of
smart marketers unlocking the secrets of digital marketing strategy and planning.

How advanced is your digital marketing strategy?

For many, the answer is, 'there is lots of room for improvement'.

Our latest research shows that many businesses are struggling to take advantage of the power of integrated digital marketing since they aren't using a strategic approach or following best practices for optimizing digital channels.  

47% of businesses don't have a digital marketing strategy.
62% of businesses rate their digital marketing strategy maturity as 1 or 2 out of 5.

How does your digital maturity compare?

Each of our core toolkits has a Digital Maturity Grader where you score the maturity of a business between 1 and 5 across the success factors on the left. Members use this to set targets for improvements before creating more detailed audits and action plans. Members can also assess their personal digital marketing skills gap in our Digital Skills Grader and learn where—and how—they can improve.

How do you know where to start?

Whichever stage you are at now, there is always room for improvement. But only IF you have the right mindset to make improvements to your skills and the process for creating and implementing strategy.

To succeed in the future you will need to allocate time, both to enhance your skills and make improvements to your marketing.

With so much information out there—with everyone telling you that their way is best—it’s tough to know where to start to develop your skills and take action. Choose the wrong information, method, or template and you could waste your time (and cost your company or client lost revenue). Not to mention the cost of failure to you professionally.

But it doesn't have to be like this.

If you want to do things differently. If you're determined to get straight to the right answer....

....relax, you've found it 

The Digital Marketing Strategy Toolkit can help if you need to...

  • Rapidly create a structured plan, but don't know where to start
  • Use a data-driven approach to forecast and improve results
  • Prioritize your limited time and budget to where it matters to 'get bang for your buck'
  • Develop your marketing skills if you feel you're missing out on valuable skills and knowledge

Choose a Plan Now and
Secure Your Digital Marketing Success!

Improving your digital marketing strategy skills
with Smart Insights RACE

The Learning Paths and editable templates in each Smart Insights toolkit are designed to help members rapidly review and improve their knowledge and results for a key technique in modern marketing. The process is structured using the Smart Insights RACE OSA process.

In the Digital Marketing Strategy toolkit the process is...

  • Opportunity: Audit digital marketing across the 25 key success factors in the RACE marketing framework, review performance in Google Analytics, competitor benchmarking and set forecasts for growth
  • Strategy: Structure your strategy with our example plans, create budgets, set priorities and define your playbook for segmentation, targeting and brand positioning
  • Action: Create agile 90-day action plans to implement your strategy and review performance with our digital marketing dashboard
OSA 2023

RACE is a globally recognized, actionable marketing framework

500K+ 

people and companies using RACE, all over the world

250+ 

best practice processes, templates and courses 

20+ years 

of RACE being used to improve marketing results

Toolkit benefits for individuals and businesses

How will this toolkit support my career?

Become a digital marketing strategist using our certified RACE Learning Path and templates.

CPD Activity Provider Logo 50052

Our 15-minute modules are used by:

  • Marketing managers who need to refine their strategy
  • Digital marketing specialists to make their case
  • Business owners who need to prioritize their focus
  • Marketers who want to progress their career

How will this toolkit help our business?

Grow your business by using our tried-and-tested RACE Growth System process and editable templates.

Example OSA digital marketing plan FMCG

Our Standard Operating Procedures (SOPs) are used by:

  • Agencies and consultants supporting their clients
  • Small businesses who want a DIY approach
  • Larger businesses who want to standardize
  • Marketers who want to apply best practices

Choose a Plan Now and
Secure Your Digital Marketing Success!

What is a Smart Insights toolkit?

Smart Insights toolkits are comprehensive collections of our resources covering a key technique in digital marketing. They're designed as a practical, efficient way for members to learn about the latest concepts and techniques in our online courses and take action by creating audits, playbooks and action plans. 

We have 20+ toolkits in total, with 10 core toolkits like this one, covering the essentials of digital marketing that are relevant to every business. Pro members benefit from more specific toolkits covering topics such as Agency management, Digital Branding, B2B marketing, Sector innovation and Digital Transformation.

What's included in this toolkit?

Many online marketing courses have endless videos or text to skim through. Our toolkits are different. They help members improve their effectiveness and contribution within the workplace using a unique, visual, practical format to help you quickly learn, develop your strategies and take action across the RACE customer lifecycle using...

  • Learning Paths. Structured online learning courses with 15 minute modules combining text, video and templates, fully accredited by the global CPD training body. You'll have official qualifications you can use on your resume.
  • Templates. Turn your plan into action with our editable Word, Excel and PowerPoint / Google Docs.
  • Quick Wins. Bite-sized learning focused on boosting results from search, social, email and web marketing.

The Digital Marketing Strategy Toolkit contains...

RACE Digital Marketing Learning PathDesigned for fast, actionable learning, each module blends short descriptions of best practice, visual examples and short videos. Each recommends and explains relevant templates to define your Opportunity, Define your Strategy and Take action.

10 B2B and B2C Sector specific strategy examples are available with the Business Membership Pro subscription.

The Learning Path is separated into five topics and modules:

Topic 1 - Practical Strategy – Plan
+ Digital strategy success factors
+ Structure a plan using SOSTAC®
+ Structure a plan using the RACE Framework
+ Create a digital SWOT using RACE
+ Define audience personas
+ Assess audience customer journeys
+ Competitor benchmarking with RACE
+ Set digital marketing goals and objectives
+ Defining Google Analytics goals

Topic 2 - Practical Strategy – Reach
+ Review media performance
+ Select search marketing investments
+ Influencer marketing
+ Paid media investment
+ Define acquisition budget and plan
+ Create a digital marketing reporting dashboard
+ How to use campaign tracking in Google Analytics

Topic 3 - Practical Strategy – Act

+ Improve website customer journeys
+ Define data capture and profiling
+ Define content marketing strategy
+ Define landing pages
+ Define campaign budget
+ Define data capture and profiling
+ Define campaign timeline

Topic 4 - Practical Strategy – Convert

+ Set up email nurture and retargeting
+ Set up ad retargeting
+ Web personalization
+ Multichannel selling
+ Conversion optimization

Topic 5 - Practical Strategy – Engage

+ Customer onboarding and growth
+ Improve digital customer experience
+ Customer service and success
+ Use email to support marketing campaigns
+ Use social media to support marketing campaigns
+ Post-campaign review

Opportunity: analysis tools and templates+ Digital marketing strategy audit / healthcheck
+ Digital marketing workbook (Word)
+ Digital marketing planning forecast plan (Excel)
+ Competitor benchmarking guide and template

Strategy: Playbooks AND EXAMPLE STRATEGIES+ Digital marketing plan example (Word)
+ Digital marketing planning spreadsheet (Excel)
+ Digital marketing strategy planning template (PowerPoint)
+ Marketing SWOT analysis and strategy prioritization workbook template

Action: planning AND Monitoring spreadsheets+ 90-day planning spreadsheets
+ Online marketing benchmarking statistics
+ Segmentation and targeting workbook template
+ RACE Digital Marketing Dashboard (GA4 toolkit)

View All resourcesView all resources in our Digital Marketing resource library

Most popular resources

Smart Insights is the brainchild of Dr Dave Chaffey who, according to the Chartered Institute of Marketing, is "one of 50 gurus who has shaped the future of marketing". He has consulted on digital marketing strategy for over a hundred businesses including 3M, Mercedes-Benz, Barclaycard, HSBC and many smaller businesses.

"Growth of 40% - 60% over the last year...I would not hesitate to recommend membership"

Elizabeth PeinElizabeth PeinE-commerce Manager

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... plus marketers, consultants, entrepreneurs, agencies and SMBs in over 170 countries

See what marketers just like you are saying about Membership

Trying to keep up with the latest developments, takes so much time.
But with Smart Insights resources, like the digital media updates tracker, it feels a lot more approachable. What I’ve found immensely satisfying is the coherent structure for marketing planning, whereby all resources are integrated around the RACE Framework. 

Alex SemperAlex SemperCEO and Co-Founder Semper Fi Digital

The Smart Insights system of audits, templates and guides helped facilitate the implementation, management, and measurement of successful Facebook and LinkedIn,  campaigns. In particular, the Agency Growth Toolkit helped with processes and documentation for agency selection, managing requests for proposals (RFPs), and more.

Sandy PerlmanSandy PerlmanFractional CMO

For the cost of a day out at a seminar, you get a year’s worth of authoritative, expert information that saves time, trial and error, and confusion.

Smart Insights delivers outstanding results at exceptional value for money with resources that are available in seconds, 24/7, wherever you’re connected.

Arnold FerrierArnold FerrierConsultant, Best4Systems

Choose a Plan Now and
Secure Your Digital Marketing Success!

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