How to Make a Digital Marketing Plan for 2025

Create a digital marketing plan with our step-by-step guide. Learn to set goals, define strategies, and measure success effectively.

Reading time: 12 min.

What is a digital marketing plan?

 It’s a structured guide explaining how a brand will build its online presence and connect with its audience. This roadmap often covers social media strategies, content creation, SEO, and email campaigns. However, it isn’t foolproof and doesn’t guarantee you’ll achieve every goal. Think of it as a hypothesis based on existing data and the objectives you aim to fulfil. By setting realistic targets, choosing relevant channels, and analysing results, you can refine your approach over time. Adaptability is key, especially as markets evolve. With a flexible strategy, you remain prepared for new challenges. this is what we’ll cover:

In this session, we’ll show you how a solid digital marketing plan can seriously boost your brand’s online presence. We’ll talk about why it’s worth doing, highlight the main sections to include, and point out the best tools for gathering useful data. Then, we’ll share our own planning approach and give you an example to help you create your own strategy.

Keep in mind, digital marketing goes beyond just having a website or setting up a few social media accounts. As your business or project grows, you’ll soon realise how vital a clear, detailed plan truly is.

Why You Need a Digital Marketing Plan

Digital marketing goes way beyond just posting online. Whether you’re part of a larger company or a smaller business on a tight budget, having a formal plan keeps you on track and helps you tackle simpler tasks first. Instead of guessing where your costs should go, you’ll know which strategies like SEO, social media, or other digital tactics can bring real results.

If you’re a solo entrepreneur, a solid plan might sound scary at first, but it actually helps you set realistic goals and stay focused. It also comes in handy when handling major updates to your site, since expert SEO guidance can prevent costly mistakes. A plan is great for reviewing your marketing strategy, getting a neutral opinion, or creating a training roadmap for your team.

And remember, online competition can be fierce, often needing a substantial investment. Because the digital world can evolve nonstop, you’ll want constant testing and adaptation to avoid outdated tactics. Tracking website stats, phone calls, emails, and online forms helps you see how your efforts boost sales and guide customer service.

Here’s why a Digital Marketing Plan matters:

  • Stay organised and set realistic goals
  • Identify profitable channels for better return on marketing spend
  • Adapt quickly with constant testing and website stats
  • Keep everything in sync sales, customer service, and more
  • Scale up what works best and drop what doesn’t

Plan Your Digital Marketing Essential Checklist

Before you kick off your Digital Marketing Plan, it’s important to gather some preliminary documentation. This info will help set up your overall Marketing Plan or Business Plan and keep your digital marketing actions on track. It saves time, helps you meet your objectives, and makes sure your budgets are spent wisely.

First, get the basic company information. You should have details about your brand along with a list of products and services you offer. Clear expectations and measurable objectives are key to planning effective marketing strategies. This initial data forms the base of your plan.

Next, if you’ve done digital marketing actions before, be sure to grab access to your key metrics. This means connecting with tools like Google Analytics and Search Console, plus any other measurement tools on your websites or apps. You’ll also want data from social media, email marketing stats, and CRM if available. These numbers show you what’s working and where to make changes.

Checklist

  1. Company information and brand details
  2. List of products and services
  3. Objectives and expectations
  4. Budgets and available resources
  5. History of digital marketing actions
  6. Access to Google Analytics, Search Console, and other measurement tools
  7. Social media metrics
  8. Email marketing stats
  9. CRM data (if available)

Collecting these pieces of preliminary documentation sets a solid foundation. It helps you build a Digital Marketing Plan that is clear, flexible, and ready to scale up as your business grows. These documents guide your digital marketing actions and let you adjust quickly when market trends change for long-term success.

Steps to Create a Digital Marketing Plan

Planning your digital marketing is easier when you break it down into simple steps. Start with research, set clear objectives, choose the right channels, and track your progress. Follow these steps for a winning plan!

Components of a Digital Marketing Plan

An effective digital marketing plan brings together several key elements. First, start with marketing automation and thorough research. This helps you choose the right digital tactics, like pay-per-click ads and online advertising. Buying ad spots on relevant sites such as blogs or forums can boost your reach.

Content is a major part of your plan. Whether it’s blog posts, case studies, or whitepapers, quality content gives real value to your audience. Programmatic advertising uses automated bidding to secure the best ad deals. Next, don’t forget about search engine optimisation (SEO). SEO improves your site’s visibility through technical and creative tactics that boost organic traffic and brand awareness.

Social media marketing also plays a big role by connecting you directly with your audience and building community. Together, these components form a flexible, measurable plan that you can adjust as your business grows. Each part supports the others, ensuring your digital marketing efforts work in harmony to reach your goals.

Remember, every component of your digital marketing plan plays a role in your overall success. By aligning these elements, you create a cohesive strategy that adapts to market changes. Regular reviews and updates ensure that your plan stays effective and that each digital marketing action delivers value. Keep it simple, track your progress, and scale up what works best.

Structure of a Digital Marketing plan

As they say, every expert has their own way of doing things, and of course, we’ve got ours too. This template was designed by my colleagues at SEOSVE. They run a training project for professionals, but only in Spanish. So, in this case, I’ll be showing you how to use it in English.

You’ll find loads of info about this online, but here we’re focusing on the structure we follow in our plans one we believe works best.

We write these sections alongside the audit. So, as we uncover issues or errors, we draft the other sections at the same time.

The template in this lesson is exclusive to students who sign up for private lessons.

Audit

Where do we stand? Is the project on track, or has it gone off the rails? Do we need to scrap everything, or is there still hope?

Success isn’t just about website visits measuring traffic alone is outdated. You could be getting loads of visits, but if they’re not converting, what’s the point? That’s why we need a proper audit of the plan, checking the state of the project, the strategies used, and their performance so far.

Here’s a simple audit guide to help you analyse your project, optimise performance, and see if there’s a way to turn things around!

What You Need to Know

  • How many people are landing on my website? Where are they coming from?
  • What’s the goal for these visitors? (More on this in the Objectives section.)
  • What are they actually doing once they arrive?
  • Identify the most common entry points.
  • Pinpoint the pages with the highest traffic.
  • Check the bounce rate to spot engagement issues.

Where to Find the Data

  • Google Analytics – Understand visitor behaviour and traffic trends.
  • Google Search Console – Get insights on search rankings and site health.
  • Paid Ads Platforms – Google Ads, Facebook Ads, or any other advertising tool.
  • Social Media Insights – Each platform’s built-in analytics tools.
  • Email Marketing Software – Track engagement and campaign success.
  • CRM Systems – Dive into customer data and interactions.
  • SEO & Web Analytics Tools – SEMrush, Sistrix, and more.
  • Offline Data – If available, consider metrics from traditional marketing efforts.

A proper audit depends on how far along the project is. If it’s brand new or lacks tracking tools, gathering meaningful data won’t be possible.

Competitor analysis

First, identify the competition. Search your main keywords on Google and note who appears at the top. Check their websites, ads, and content to understand their strengths. Use Google Trends or the Google Ads keyword tool to see which topics are gaining traction and compare how your competitors are adapting.

Next, dig into their social media presence. Are they active on Facebook for Business? How do they handle reviews on social media? Look at their engagement, content strategy, and ad performance. If they’re investing in advertising on Google and Facebook, study their approach, what type of content they promote, and what calls to action they use.

Run a digital audit of their online activity. Analyse their search engine rankings, website structure, and Google Ads campaigns. If they’re a local business, check their Google My Business tab and how well they rank in Google Maps SEO. See how they position themselves in different market niches and which digital strategies they use.

Finally, track how they evolve. Competitor analysis isn’t a one-time task, it’s ongoing. Set up alerts, monitor updates, and adjust your approach based on their moves. Stay ahead by learning from their successes and weaknesses and refine your marketing plan accordingly.

SWOT analysis

Time for a SWOT analysis. First, strengths what makes you better than the competition? Think about your skills, tech, or unique selling points. Then, weaknesses where do you struggle? Maybe it’s budget, experience, or brand awareness. Next, opportunities are there gaps in the market or trends you can jump on? Finally, threats what could mess up your progress? Competitors, new rules, or changing algorithms? Keep it updated and use it to sharpen your strategy.

SWOT checklist:

  • Strengths
  • Weaknesses
  • Opportunities
  • Threats

Understanding Buyer Personas


To nail your digital marketing plan, you need to know exactly who you’re selling to. That means building buyer personas, detailed profiles of your ideal customers based on real data. It’s not just about age or location but what they like, what problems they face, and what makes them tick. The more you understand them, the better you can target, engage, and convert.

Start by researching your audience. Look at demographics, interests, and goals. Use surveys, social media insights, and customer feedback to spot trends. According to HubSpot, 21% of marketers say understanding their audience is a top priority, so don’t skip this step. Group your personas based on shared traits to create hyper-focused marketing campaigns that speak directly to their needs.

But people aren’t just customers. Your internal marketing team and stakeholders play a big role too. A solid strategy puts both the audience and your team at the centre because when everyone’s aligned, your marketing efforts hit harder. Keep refining your personas, listening to feedback, and adjusting your approach to stay ahead.

We’ll show you how to use our Template to fill in your buyer persona details and the key questions you need to ask yourself!¿Cómo utilizan Internet nuestros clientes potenciales?

There are two main types of markets: B2B (Business to Business) and B2C (Business to Consumer). Knowing the difference is key to crafting the right marketing strategy.

Business to Business (B2B)

Selling to other businesses? Ask yourself these questions:

  • What types of companies need our services? Identify industries and business sizes that fit your offer.
  • Who makes the buying decisions? Is it the CEO, a manager, or a procurement team?
  • Do they use social media? If so, which platforms? LinkedIn is key for B2B.
  • Do they use search engines to find solutions? If yes, optimise for the right keywords.
  • What kind of websites do they visit? Competitor sites, industry blogs, or marketplaces?
  • What’s their age and income level? Decision-makers usually have experience and bigger budgets.

Use Google Analytics and social media insights to validate your audience. If the data doesn’t match your expectations, adjust your targeting.

Business to Consumer (B2C)

Targeting individual customers? Focus on these:

  • Who needs our service? Define the ideal customer profile.
  • Who makes the purchase decision? Is the buyer also the end-user?
  • Do they use social media? If so, which platforms? Instagram, TikTok, or Facebook?
  • Do they search for products online? If yes, target relevant search queries.
  • What websites do they browse? Shopping sites, review platforms, or entertainment pages?
  • What’s their age and income level? This affects pricing, messaging, and marketing channels.

Your real audience may differ from your initial idea, so keep testing and adjusting using data insights.

Defining Goals and Objectives

If you want your digital marketing to work, you need clear goals and objectives. Without them, you’re just guessing. Every strategy you plan should align with your business goals in the short, medium, and long term.

Vague goals won’t cut it. Instead of saying, “I want more website visits,” go SMART. A better goal would be, “I want to reach 20,000 visits per month within three months. To do this, I’ll use SEO, social media ads, and blog content.” SMART goals are specific, measurable, attainable, relevant, and timely.

Once your objectives are clear, you need to figure out how to achieve them. Personalisation is key in digital marketing because your audience needs to feel like you’re speaking directly to them. Positioning matters, so be clear on your value proposition and communicate it effectively. A strong content strategy helps you create and manage original content that attracts users and builds brand authority.

Technology and analytics play a crucial role in tracking performance and optimising results. Having the right tools will help you measure what works and what doesn’t. If a strategy isn’t delivering, tweak it. Digital marketing is all about constant optimisation, so keep testing, tracking, and improving.

What Are the Goals of Our Project?

First, define your main conversions. What do you want people to do when they interact with your business? It could be generating leads through contact forms, calls, or subscriptions. If you sell products or services, your focus is on e-commerce conversions. If your site is customer support-focused, then issue resolution is key. For local businesses, offline conversions like store visits matter too.

Second, provide valuable information to your audience. People need details on pricing, new products, and step-by-step guides that answer their questions. The more useful you are, the more they trust your brand.

Third, grow your brand awareness and reputation. You want more people to search for your brand and visit your site directly. You also need to attract and convert customers, keeping them happy so they return, subscribe, or even recommend you to others.

Finally, consider additional micro-conversions. Are there smaller actions that help guide users toward bigger goals? Every interaction counts.

One crucial step is to measure the real value of your digital marketing efforts. Assign a value to each conversion or make sure your CRM is connected to Google Analytics or another tracking system. If you don’t track results, you won’t know if your strategy is actually working. This is key for proving the impact of your marketing to bosses or clients and securing more investment in your projects.

Smart Goals

To track progress and make sure your digital marketing strategy is working, you need to set SMART goals. These help you focus on what matters and measure success properly.

  • Specific – Goals should be clear and detailed. No vague targets.
  • Measurable – You need numbers to track performance.
  • Attainable – Set goals that are challenging but realistic.
  • Realistic – Be honest about your resources and capabilities.
  • Time-bound – Give yourself a deadline to achieve them.

This is one of the trickiest parts of any digital marketing plan. Even experienced professionals can get it wrong. If you’re presenting a plan to a boss or client, it’s better to underpromise and overdeliver. Setting goals too high can lead to unrealistic expectations and frustration. Keep it smart, track results, and adjust along the way.

Performance Metrics and KPIs

Digital marketing is all about measuring results. To know if your digital marketing plan is actually working, you need a solid process for tracking performance. That means setting up the right metrics and KPIs (Key Performance Indicators) to monitor progress and ensure your digital marketing campaigns are delivering results.

Start by linking your project objectives to measurable actions. This helps with performance analysis and makes progress tracking easier. Every campaign should have clear metric monitoring to see what’s working and what’s not.

Example:

  • Goal Lead generation > Get users to fill out contact forms
  • KPI Conversion rate > Number of users reaching the Thank You page
  • Traffic sources Where are these users coming from? Organic search, social media, paid ads?
  • Audience segments Analyse who converts best and adjust your strategy accordingly

Your analytics reports should focus on the platforms driving the most valuable traffic. Not every number matters, pick KPIs that truly reflect your business goals. The right people on your team should be responsible for tracking and refining these metrics.

Digital marketing success isn’t just about launching campaigns, it’s about optimising based on performance analysis. Keep tweaking, testing, and improving your strategy to stay ahead.

Digital Marketing Strategies

Your digital marketing plan depends on how fast you need results. If you’re looking for quick wins, focus on paid campaigns like Ads Search, Facebook Ads, display ads, and social media campaigns. These methods bring instant traffic, but they require constant investment. As soon as you stop paying, the traffic disappears.

For medium to long-term results, invest in SEO and organic social media. These organic digital marketing techniques take longer to show results, but they build sustainable growth. Once you rank well in search engines, your site attracts visitors naturally without ongoing ad spend.

Your marketing budget and effort will determine the success of these strategies. The best approach is a combined strategy using paid campaigns for immediate traffic while working on organic traffic to secure long-term stability. Optimisation of the strategy is key, adjusting both digital advertising and organic techniques to maximise your return on investment (ROI).

Think in phases. Set clear strategies for the next 3 months, 6 months, or a year, depending on your project’s needs. A strong investment in marketing today can set up your business for long-term success. Keep testing, adjusting, and balancing short-term gains with long-term growth to make your marketing efforts truly pay off.

Choosing Digital Marketing Channels

Picking the right digital marketing channels depends on your budget, goals, and audience. If you’re a small business owner with limited funds, focus on channels with low entry costs like SEO, organic social media, and email marketing. But even if your budget is tight, flexibility is key adjust your spending based on what’s performing best.

The best approach? Choose channels based on where your audience actually spends time online. If they rely on Google to find solutions, invest in SEO and paid search ads. If they’re more engaged on social media, build a strong organic presence or run targeted social media ads. Some brands go for a hybrid approach, combining owned, earned, and paid channels for better reach.

Many companies use an omnichannel strategy, guiding customers through multiple platforms before making a sale. The key is to meet your audience where they are and engage with them on their terms. Every decision in your digital marketing plan should have a clear reason behind it. Test, track, and refine your strategy to get the best results.

Calendar

Time to create a task list and assign responsibilities. Be realistic about your timeline and team resources. If deadlines are missed, figure out why and improve your processes.

A digital marketing project usually involves different specialists:

  • Analyst – Tracks progress and ensures tasks are completed correctly
  • Web developers – Build and maintain the website
  • SEO specialist – Optimises for organic search
  • UX expert – Improves user experience
  • Content managers – Handle online content
  • SEM specialist – Manages paid search ads
  • Community Manager – Runs social media
  • Email marketing expert – Handles email campaigns
  • CRM specialist – Tracks sales and customer data
  • Offline marketing specialists – Manage traditional strategies

Sometimes, in smaller projects, one person wears multiple hats. If that’s you, don’t panic. Focus on the easiest, most impactful strategies first. Get results, reinvest profits, and outsource the rest. As long as you track your progress, you’ll stay on the right path.

Budget

Every digital marketing plan needs a budget breakdown to track expenses and calculate ROI (Return on Investment). If your actions result in a negative ROI, your plan needs adjusting.

Key costs to consider:

  • Fees for agencies or freelancers
  • Salaries for in-house staff
  • Training costs to keep the team updated
  • Office space, equipment, software
  • Domains, hosting, analytics tools, and website management tools
  • Paid ad campaigns (Google Ads, social media, link building)
  • Unpaid work hours if you’re running your own project

Plan your budget strategically. If something isn’t working, reallocate resources to higher-performing channels.

Evaluation

With limited budget or manpower, you need to prioritise the most effective digital marketing tactics. Here’s how to get the most impact with small resources:

  1. Set up Google Analytics and Search Console for essential tracking.
  2. Create a conversion report using a thank you page to track lead sources. If needed, add event tracking later.
  3. Don’t stress about tracking everything perfectly. Start with key metrics and refine over time.
  4. Monitor ongoing campaigns and continuously improve your marketing techniques.
  5. Once the basics are solid, move on to more advanced tracking, but only when everything else is working smoothly.

Focus on progress, not perfection. Even with a small team, consistent improvement will lead to better results and bigger budgets down the road.

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Written by: Jesus Rojas

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