https://www.goldenmailer.com “A simple plan you actually use beats a perfect plan you never start.”
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“A simple plan you actually use beats a perfect plan you never start.”

  • Writer: Sabline Carbaugh
    Sabline Carbaugh
  • 11 hours ago
  • 2 min read

Step-by-Step: Create Your 2026 Marketing Plan

You’re busy. Jobs. Crews. Customers.So this 2026 marketing plan is simple, clear, and fast.


Use this as a one-page guide you can hand to your team

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Step 1: Look Back Before You Look Forward

Ask 3 quick questions about 2025:

  • What worked?

    • Google / SEO

    • Referrals

    • Yard signs

    • Facebook / Instagram

  • What flopped?

  • Where did the best customers come from?


Circle 2–3 things that worked best.Those get more time and money in 2026.

Step 2: Set 3 Simple Goals for 2026


Keep goals clear and easy to measure:

  • Leads: “I want ___ leads per month.”

  • Reviews: “I want ___ new Google reviews.”

  • Revenue: “I want to hit $_______ in sales.”

Write them at the top of your plan in big bold letters.



Step 3: Choose Your Top 3 Marketing Channels


Don’t try to do everything. Pick 3 only:

  • Google Business Profile (Maps)

  • Website + SEO

  • Paid ads (Google, Local Service Ads, or Facebook)

  • Email or text list

  • Social media

  • Referral / referral program


Mark your top 3 with a star: ⭐These are where you focus first.


Step 4: Make a Simple 12-Month Calendar



Think in quarters, not every little day.



Q1 (Jan–Mar)

  • Focus: Fix your basics

  • Tasks:

    • Update website and Google profile

    • Ask every happy customer for a review

    • Create 1–2 simple offers


Q2 (Apr–Jun)

  • Focus: Get visible

  • Tasks:

    • Turn on or clean up ads

    • Post before/after photos weekly

    • Add 2–3 FAQs or blog posts


Q3 (Jul–Sep)

  • Focus: Improve what’s working

  • Tasks:

    • Raise budget on winning ads

    • Cut what’s not working

    • Test 1 new offer


Q4 (Oct–Dec)

  • Focus: Finish strong + plan 2027

  • Tasks:

    • Run 1 year-end promo

    • Thank repeat customers

    • Review your numbers


Step 5: Know Your Numbers


Track just 3 metrics every month:

  • Leads: How many inquiries?

  • Jobs booked: How many “yes” calls?

  • Cost per lead: Money spent ÷ leads



Review these once a month for 15 minutes.If a channel is working, do more.If it’s dead, turn it off.


Step 6: Make a 90-Day Habit

Every 90 days, ask:

  • What will we do more of?

  • What will we stop?

  • What will we test next?

Write it on one page. Keep it simple.




Action Item

Block one hour on your calendar this week:“2026 Marketing Plan Meeting.”

Bring this outline, print it, and fill in each section.

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