Business Name:
Type of Business: (e.g., café, food truck, bakery, specialty drinks)
Location(s):
Mission Statement:
Core Offerings: (e.g., organic smoothies, gourmet sandwiches, artisan coffee)
Primary Audience:
Customer Pain Points/Needs:
"What makes us stand out?"
Example: “Farm-to-table lunch café using locally sourced ingredients, served fast for busy professionals.”
Social Media - Post daily on Instagram & Facebook (behind-the-scenes, food shots, stories)
Email Marketing - Weekly newsletter with new menu items, events, and promotions
Local SEO - Optimize Google Business Profile, encourage reviews, use local keywords
Content Marketing - Blog or videos about sourcing, recipes, or staff stories
Partnerships - Collaborate with local farms or businesses for joint promotions
In-Store Marketing - Use signage, QR codes for loyalty signups, seasonal decor
Events - Host tastings, local pop-ups, or sponsor community events
Social Media Ads - $150
Email Marketing Tool -$30
Print Materials - $50
Event Participation - $100
Miscellaneous - $70
Total - $400
Website traffic - Google Analytics
Instagram growth - Follower count, engagement rate
Sales growth - POS system reports
Email list growth - Email platform dashboard
Customer retention - Loyalty program usage, repeat customers
Month 1 - Launch Instagram, run welcome promo, setup GMB
Month 2 - Host tasting event, start newsletter
Month 3 - Launch referral program, optimize SEO, blog post #1
Use this section monthly to reflect on what worked, what didn’t, and what to change.