Know-How Exchange : Strategy

there are templates available in both excel and google sheets that people have made and make available.

I use Monday.com at my company, which also has templates. I don't see a way to attach anything to this answer, but if you have a gmail address, go to googlesheets and look at the template gallery.

Hi there,

As someone who’s been in a similar position as a one-person marketing team, I totally get the challenge of juggling everything while trying to keep it all organized and presentable for partners. Excel is a solid start, but there are definitely more efficient and visually engaging tools out there that can make your strategy shine.

Here are some tools and approaches I’ve used that might help:

1. Notion
Notion is a lifesaver for organizing everything in one place. You can create a master content calendar with linked pages for your blog drafts, social media plans, newsletter details, and even drip campaigns. It’s super flexible and looks clean—perfect for sharing with your partners.

2. Trello
Trello is a great project management tool that doubles as a marketing calendar. You can set up boards for each content type (blogs, social, etc.), assign deadlines, and track progress visually with cards. Your partners can easily view and understand the plan at a glance.

3. CoSchedule
This is specifically designed for marketers. It lets you schedule, organize, and manage everything from blog posts to social media campaigns in one place. Plus, you can integrate it with other platforms to streamline execution.

4. Airtable
Airtable is like Excel on steroids. You can create a dynamic calendar view, link related items (e.g., blog posts to their corresponding social media promotions), and share it with partners in a visually engaging format.

5. Google Calendar + Sheets Hybrid
If you’re sticking to free tools, combining Google Calendar for scheduling and Google Sheets for tracking details can work wonders. You can color-code campaigns, set reminders, and share with your partners seamlessly.

For presentations, tools like Canva or even Google Slides are great for creating a polished, visual representation of your strategy. A well-organized, color-coded calendar can make a strong impression.

Feel free to reach out if you’d like help setting up any of these tools or tailoring them to your needs. You’ve got this!