Editable document, spreadsheet, and presentation templates are amongst the most popular Smart Insights premium member resources. They are particularly useful for agencies and consultants since, with a Smart Insights Business membership, they can be white labelled or amended for use with your logo and recommendations for presenting to clients. They are also often used in-house for amending or creating strategies and action plans within a company’s own business.

These editable templates are downloadable as Word, Excel or Powerpoint files which can also be imported into Google Documents equivalents. They have been designed to help members rapidly create audits and plans for many marketing activities with the emphasis on digital marketing. Activities covered include creating marketing strategies and plans through to auditing the use of digital marketing channels and applying best practices to optimize results.

Unlike many blank templates provided online, we also provide examples to help members quickly understand how to apply them. These example plans are also recommended.

We have created this briefing in response to requests from our agency and consultant members to summarize how different templates can be used in different situations when delivering marketing services to clients.

Note: You can download a printable version of this guide. Don't worry, monthly members! This doesn't require a credit to download.