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Strategy and planning · 10 slides

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.

For marketing heads, founders and agency leads presenting a yearly plan and budget to management, a board or a client.

Build with this structure

Updated 21 October 2026 · Example deck with a fictional company and figures.

Budget

Budget grows 25% to €600k, with more for search, partners and email and less for events

  • 2026
  • 2027
€120k€180k€180k€150k€60k€120k€60k€90k€60k€60kSearch andcontentEventsPartnersEmail andoutreachBrand and PR

10 slides

The marketing plan template, slide by slide

What each slide has to achieve and what to put on it. Scroll through, or open the deck and present it.

  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

Brief

Marketing plan: build your version with AI

Copy the brief or open it straight in the editor. Replace the highlighted parts with your own facts, or attach your files and the numbers come from them.

Brief

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.

Fill in the [highlighted] partsOpen in the editor

What makes the marketing plan template work

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

Mistakes that cost you the room

  • 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

FAQ

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.

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Where to go next

Your marketing plan, in your design

Start from this structure, add your numbers and your company's PowerPoint template, and get an editable .pptx.

Build with this structure

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