# Marketing plan presentation template > A marketing plan presentation explains how a company will win customers over the next year: the goal, the situation, the target segments, the funnel, the budget by channel, the calendar and the targets. This template has ten slides, from a revenue goal expressed in customers to the three decisions that release the budget. Every number follows from the one before it, so the audience can check the arithmetic. - Source: https://ai-presentations.com/templates/marketing-plan/ - Updated: 21 October 2026 - Language: English - German version: https://ai-presentations.com/de/vorlagen/marketingplan/ For marketing heads, founders and agency leads presenting a yearly plan and budget to management, a board or a client. ## Slide by slide ### 1. Title: the goal and the price The title carries the whole ask: the result you promise and what it costs. A reader who stops here already knows what the meeting decides. - Plan year and the customer goal - The budget as one number - Team, date and a confidentiality note ### 2. Goal: revenue translated into customers Executives think in revenue, marketing works in leads. This slide converts one into the other, so the plan is tested against a number the business already cares about. - Revenue now and next year, and the growth you need - The part that must come from new customers, and how many customers that takes - What a new customer is worth in the first year and what you may spend to win one ### 3. Situation: the 5 C's A short situation analysis shows that the plan rests on facts. Each row ends with what it means for the plan, so the table is a set of decisions and not a description. - Company, customers, competitors, collaborators, climate - One or two facts per row, with a source where you have one - The consequence for the plan in the last column ### 4. Segments: where to focus Budgets are finite. A matrix of segments by order value and ease of reach shows which segments get campaigns and which get none. - Four to six segments you could target - Two axes: order value and how easy the segment is to reach - The focus segments highlighted, the others labeled with what they get instead ### 5. Funnel: from leads to customers Works backwards from the customer goal to the leads needed. With measured conversion rates the audience sees why the plan needs 4,000 leads and not 3,000. - Four or five stages from lead to customer - The conversion rate at each stage, taken from last year's data - A source line, and a note wherever a rate is an assumption ### 6. Budget: this year against last year Shows where the money moves. Comparing two years by channel starts a discussion about trade-offs and not about one total. - Budget by channel, last year next to this year - The total and its change in percent - A takeaway on the biggest shift ### 7. Channels: budget, leads and cost per lead Gives each channel a target it can be held to. A channel with an expensive lead needs a reason to stay in the plan, and the table makes that visible. - Budget, expected leads and cost per lead for each channel - A total row that matches the funnel and the budget slide - A short role per channel, such as capture demand or build trust ### 8. Calendar: the year on one page Sales and marketing see when leads will arrive and when capacity is needed. Overlaps and gaps become visible before they cost anything. - One bar per channel or campaign, by quarter - Trade fairs and launches as fixed points - A review milestone at mid-year, while the plan can still change ### 9. Targets: four numbers The plan is judged by a few numbers, reported every month. Agreeing them in advance protects the team from moving goals and the company from a plan nobody tracks. - Leads, cost per lead, pipeline and new customers - A target and last year's value for each - How often they are reported and to whom ### 10. Decisions Ends on the asks, so the meeting finishes with a budget decision and not with feedback. - The budget to approve and its change from last year - One commitment from another team, such as sales follow-up - The date of the next review and a contact for questions ## Example deck The example is about Corvane Workspace, an invented company. Every figure in it is invented too. 1. Marketing plan 2027: 100 new customers for €600k. How Corvane Workspace turns a €600k budget into 4,000 leads and 100 new customers. Marketing team · Corvane Workspace · 21 October 2026 2. Marketing has to bring in €3.4m of new-customer revenue in 2027. €3.4m 100 customers × €34k. Revenue is planned to grow from €17.0m to €20.4m (+20%). Existing customers are held flat at €17.0m, so the full increase must come from 100 new customers worth €34k each in their first year. A budget of €600k means €6,000 per new customer. 3. The 5 C's say: sell on ten-year cost and win through partners: What we found, What it means for 2027 4. We focus on the three segments that are both valuable and easy to reach: Only with a partner; Focus; Skip; Email only 5. At the 2026 conversion rates, 4,000 leads become 100 customers: Leads 4,000; Marketing-qualified leads 1,200; Sales opportunities 400; New customers 100 6. Budget grows 25% to €600k, with more for search, partners and email and less for events. Events fall from 38% to 25% of the budget. The partner budget doubles, from €60k to €120k. 7. A lead costs €90 to €250, and the average of €150 is the number to watch: Channel, Budget, Leads, Cost per lead, Role in the funnel 8. Search and partners start in January, and each half-year gets one trade fair: Search and content; Email and outreach; Partner program; Refit-trigger campaign; Spring trade fair; Autumn trade fair; Mid-year budget review 9. Four numbers show each month whether the plan is on track: Leads in 2027 4,000 (+33% vs 3,000 in 2026); Cost per lead €150 (−6% vs €160 in 2026); Pipeline from marketing €13.6m (400 opportunities × €34k); New customers 100 (+25 vs 75 in 2026) 10. Three decisions make 100 new customers realistic. Approve the 2027 budget of €600k, up €120k from 2026. Sign 12 partners by the end of June. Agree that sales follows up every qualified lead within two working days ## Tips - **Work backwards from the revenue goal.** Turn the revenue goal into customers, and the customers into leads with conversion rates you have measured. A plan that starts from leads describes what marketing can do, not what the business needs. - **Use last year's rates, not hopes.** If 2.5% of leads became customers in 2026, plan 2027 at 2.5%. A better rate needs its own explanation: what changes, and why it should work. - **Give every channel a lead target and a cost per lead.** Then the budget discussion is about numbers and not about favorites. A channel with an expensive lead has to justify its place, and the best ones can ask for more. - **Say what you stop.** A plan that only adds channels is not a plan. Show which money moves from one channel to another, and why. It is also the question every finance director asks first. - **Agree the handover with sales first.** Settle what counts as a qualified lead and how fast sales follows up before the meeting. Without that agreement the best leads go cold, and marketing and sales argue about the numbers in the next quarter. ## Common mistakes - A calendar of activities with no goal in customers or revenue - Leads as the only target, with nothing on quality or on what sales does with them - A budget total without a split by channel and a result for each channel - Conversion rates that improve on every line with no explanation - A long market analysis before the audience has seen the goal ## Brief for the AI A complete brief for the AI. Replace the [placeholders] with your facts. ```text Create a 10-slide marketing plan presentation for [our management team]. Company: [Corvane Workspace, B2B office furniture], plan year [2027]. Slide 1: title with the goal and the budget. Slide 2: the revenue goal translated into new customers: [revenue 17.0m to 20.4m, 100 new customers at 34k each]. Slide 3: a table of the 5 C's (company, customers, competitors, collaborators, climate) with what we found and what it means. Slide 4: a matrix of target segments by order size and ease of reach, with the focus segments highlighted. Slide 5: a funnel from leads to customers with conversion rates [4,000 leads, 1,200 qualified, 400 opportunities, 100 customers]. Slide 6: a column chart of the budget by channel, 2027 next to 2026 [480k to 600k]. Slide 7: a table of channels with budget, leads and cost per lead. Slide 8: a quarterly calendar as a Gantt chart. Slide 9: four KPIs with targets and last year's values. Slide 10: the decisions we need. Use action titles. Mark anything you had to assume instead of inventing figures. ``` [Open this brief in the editor](https://app.slaide.de/registrieren?prompt=Create+a+10-slide+marketing+plan+presentation+for+%5Bour+management+team%5D.+Company%3A+%5BCorvane+Workspace%2C+B2B+office+furniture%5D%2C+plan+year+%5B2027%5D.+Slide+1%3A+title+with+the+goal+and+the+budget.+Slide+2%3A+the+revenue+goal+translated+into+new+customers%3A+%5Brevenue+17.0m+to+20.4m%2C+100+new+customers+at+34k+each%5D.+Slide+3%3A+a+table+of+the+5+C%27s+%28company%2C+customers%2C+competitors%2C+collaborators%2C+climate%29+with+what+we+found+and+what+it+means.+Slide+4%3A+a+matrix+of+target+segments+by+order+size+and+ease+of+reach%2C+with+the+focus+segments+highlighted.+Slide+5%3A+a+funnel+from+leads+to+customers+with+conversion+rates+%5B4%2C000+leads%2C+1%2C200+qualified%2C+400+opportunities%2C+100+customers%5D.+Slide+6%3A+a+column+chart+of+the+budget+by+channel%2C+2027+next+to+2026+%5B480k+to+600k%5D.+Slide+7%3A+a+table+of+channels+with+budget%2C+leads+and+cost+per+lead.+Slide+8%3A+a+quarterly+calendar+as+a+Gantt+chart.+Slide+9%3A+four+KPIs+with+targets+and+last+year%27s+values.+Slide+10%3A+the+decisions+we+need.+Use+action+titles.+Mark+anything+you+had+to+assume+instead+of+inventing+figures.&utm_source=ai-presentations.com&utm_medium=referral&utm_campaign=template%3Amarketing-plan&utm_content=markdown) ## Frequently asked questions ### What are the 5 C's of a marketing plan? Company, customers, competitors, collaborators and climate. They describe the situation before you plan: what your company can do, who buys and why, who else competes for them, which partners help you reach them and which outside conditions matter. Some versions say context instead of climate. ### What should a marketing plan presentation include? The goal and how it ties to revenue, the situation, the target segments, the funnel, the budget by channel, the calendar, the KPIs with targets and the decisions you need. Ten slides are enough; detailed campaign briefs belong in an appendix. ### Can ChatGPT create a marketing plan? ChatGPT or any other AI assistant can draft an outline, channel ideas and the wording for each slide from your notes. It does not know your conversion rates, your budget limits or what sales can handle, so the numbers have to come from your data and every figure needs your check. The AI builds editable slides from your brief, and a finished deck usually takes a few minutes. The plan itself stays yours. ### What is the difference between a marketing plan and a marketing strategy? The strategy says where you will compete and why customers should choose you: segments, positioning and the main bets. The plan says what you will do this year to carry it out: channels, budget, calendar and targets. A marketing plan presentation sums up the strategy in one or two slides and spends the rest on the plan. ### Can I build this in my company's PowerPoint template? Yes. Upload your company's .pptx and the AI builds the new slides in that design, with its fonts and colors. The result is an editable PowerPoint file made of ordinary text boxes, shapes and tables. ### Are the numbers in this template real? No. Corvane Workspace and all its figures are fictional. The arithmetic is consistent: 100 customers at €34k make the €3.4m goal, 4,000 leads at 2.5% make 100 customers, and the channel budgets add up to €600k. That makes it a model for your own plan. ## Related pages - [SWOT analysis](https://ai-presentations.com/templates/swot-analysis/): A SWOT analysis template with 8 slides: the question, the 2x2 matrix, the five factors that matter, four moves, their value and a pilot plan. - [Strategy presentation](https://ai-presentations.com/templates/strategy-presentation/): A strategy presentation template with 9 slides: ambition, starting point, where to play, three moves, revenue path, what stops, roadmap and the decisions. - [Budget presentation](https://ai-presentations.com/templates/budget-presentation/): A budget presentation template with 8 slides: summary, assumptions, income statement, EBITDA bridge, capex, sensitivity and the decisions you need. - [Roadmap](https://ai-presentations.com/templates/roadmap/): A roadmap presentation template with 8 slides: outcomes, now-next-later, release timeline, Gantt chart, capacity, dependencies and the decisions you need. - [Business plan](https://ai-presentations.com/templates/business-plan/): A business plan presentation template with 10 slides: summary, problem, customers, model, revenue, profit and loss, use of funds, milestones and the ask. --- ai-presentations.com is published by Slaide (https://www.slaide.de), a sole proprietorship run by Nathalie Scholl in Heilbronn, Germany. 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