3 Easy and Efficient Ways to Plan Marketing Promos that Ensure Team Alignment


It may seem simple, but choosing how to manage your marketing promotions is extremely important. Not only to keep you organized but because as you start layering more promotions into the schedule you’ll need to be able to easily share what you’ve got planned. This not only keeps your team aligned as you grow, but also gives you the ability to be transparent across other departments. “Want to know what marketing has going on this week? Just check this link!”. Two of the tools I mention below also have the ability to sync with calendars which is super handy.


Trello is an easy way to schedule out your promotions and get a quick view into how balanced your marketing pushes are for the month. Here is a sample trello board for a Marketing Calendar.

marketing planning with Trello

And here is what that might look like if you use the Calendar Power Up so you can get a bigger picture view of how your marketing is balanced out for the month.

marketing calendar in Trello

You can also look at the view by week which is great for weekly or daily meetings, it’s also very shareable as I mentioned earlier. 



Another tool to consider is Airtable. Airtable, like Trello, has a number of different templates that you can choose from. I modified the Content Calendar template in Airtable to quick mock up the promotional schedule below. 


The Airtable calendar view is pretty similar to Trello, I find the interface in Trello a bit more intuitive but Airtable is more robust if you want to build out additional functionality within the ‘base’. It’s a good exercise to try them both first before selecting which is the best for you and your team. 

Airtable promo calendar

Google Sheets

Another easy way to plan out your calendar is with Google Sheets. It can be a bit more clunky but if you don’t know Trello or Airtable and don’t want to use a new tool it’s a quick and dirty way to set something up quickly. It’s just not as scalable imo.

Here’s what a calendar might look like in Sheets (or Excel).

Google Sheets Marketing Calendar

The pitfalls of spreadsheets for planning marketing promotions are many, including not being able to assign promotions to people or easily move things around without messing up formatting. It also becomes a bit unwieldy once everything is populated.


Final Thoughts

There you have it. Three different planning tools to consider as you start to build out your marketing promotions. These three are certainly not the only ones out there, there are a slew of others that you might want to check out too, but if you just want to get going, the first two I mentioned take about 5 minutes to set up. Good luck with whatever you choose!

Buyer Personas

How to pull together the critical elements of a buyer persona.

If you are selling anything to anyone, one of the most important things you can do is to create a detailed buyer persona. This exercise accomplishes many things:

  • Provides information about your buyer to any other stakeholders who might need it – for example your employees, and external stakeholders like agencies or freelancers
  • Acts as a touchstone for every marketing promotion you execute so you can always answer the question “what will this do for my customer”
  • Helps you better understand your buyer, their motivations to improve the quality and return on the marketing programs that you execute

It’s important to note that while it might be tempting to take shortcuts, it won’t be nearly as useful if you do. Many people thing that they know their buyers and will just start writing out what they *think* is representative of their typical customer. The thing to remember is everyone is different. Even if YOU are your target buyer, there are people who think, feel and are motivated by different things than you are.

Deciding How To Reach Your Customers

This is just a test

There are many different channels to chose from to get started with marketing to your customers. You can get started quickly if you have these two things:

  • Social media accounts (Facebook, Twitter, TikTok, Instagram, Pinterest etc)
  • A website or url to send them to…that might even be one of your social media accounts in the early days

What’s important to remember is that even if you don’t have a website you can get started BUT having a website makes you appear as more legitimate site so even just setting up something simple can go a long way.