Reusable templates that SMEs can quickly customize for their marketing needs. These cover planning, budgeting, content scheduling, and more, incorporating NZ market nuances (like local holidays or consumer preferences) as needed.
Strategy & Planning
Marketing Funnel Template
A diagram-based template outlining the stages of a marketing funnel (Awareness → Consideration → Conversion → Loyalty). Users can fill in specific tactics or content they will use at each stage for their business. Pre-filled examples for a NZ SME (e.g., awareness via local social media, conversion via NZ e-commerce platform) illustrate how to engage customers at each step.
NZ SME Marketing Plan Template
A comprehensive marketing plan document with sections for business goals, target audience, USP, competitive analysis, chosen channels, budget, and KPIs. Pre-filled with examples relevant to NZ (e.g., local market analysis) to guide users in crafting a tailored plan.
Sales Funnel Calculation Sheet
A spreadsheet template where SMEs can input numbers at each stage of their sales funnel (e.g., leads, conversion rate, average sale value) to project revenue. Helps visualize how improvements at different stages impact revenue, reinforcing data-driven planning and ROI focus.
Branding & Positioning
Brand Style Guide Template
A simplified brand guideline document for SMEs. Provides a format to define brand mission, values, voice, logo usage, colors, and example messaging. Pre-filled guidance illustrates a consistent brand presentation—important for NZ businesses building trust in local communities.
Customer Persona Template
A fillable profile template for buyer personas. Guides users to document a persona’s demographics, needs, pain points, and media habits, with prompts to consider NZ-specific factors (like regional differences or cultural values). Ensures marketing activities remain customer-centric.
Digital Presence (Website & SEO)
SEO Keyword Planning Template
A worksheet to plan SEO content. SMEs can list target keywords (with a focus on NZ search trends), map them to content topics/pages, and note search volumes and competition. Helps businesses plan blog posts or site pages optimized for local search queries and phrases common among NZ customers.
Content & Social Media
Content Plan & Editorial Calendar
A combined content strategy template and calendar. Helps plan content themes for each month (taking into account NZ seasons and events), assign content types (blog, video, email), and distribution channels. Ensures all content aligns with marketing goals and is scheduled regularly.
Social Media Content Calendar (NZ Edition)
A 12-month calendar template for planning social media posts. Pre-marked with major NZ holidays and events (e.g., Waitangi Day, ANZAC Day, Fieldays, Christmas/New Year) to help schedule timely content. Ensures consistent posting and integration of Kiwi cultural moments into the content strategy.
Advertising & Campaign Execution
Advertising Creative Brief Template
A standardized brief to use when creating ads or working with designers/copywriters. Sections for background, target audience description (with Kiwi demographics if relevant), single-minded proposition, tone (e.g., friendly Kiwi tone), mandatories (logos, disclaimers), and deliverables. Ensures any advert (digital or print) is on-brand and goal-focused.
Campaign Planning Template
A one-page campaign brief to map out marketing campaigns. Includes fields for campaign objective, target segment (e.g., NZ regions or demographics), key message, channels (digital, print, local events), timeline, and success metrics (ROI, conversions). Helps SMEs plan promotions step-by-step without missing details.
Email Campaign Sequence Template
A pre-written email series outline (e.g., 3-part welcome sequence or drip campaign). Includes placeholders for personalization and timing (Day 1, Day 3, etc.). Tailored for common SME scenarios like welcoming a new customer or nurturing a lead, and compliant with NZ’s anti-spam regulations (Unsolicited Electronic Messages Act).
Launch & Events
Event Marketing Plan Template
A planning document specifically for events (trade shows, community fairs, product launch events). Sections for pre-event promotions (flyers, local Facebook groups, press outreach), on-site activities, and post-event follow-up. Tailored with NZ context (e.g., tips for leveraging local community boards or Eventfinda for promotion).
Product Launch Plan Template
A detailed template to map out a new product/service launch. Sections cover product description, target market, pricing strategy, launch timeline, teaser campaigns, launch day event, and follow-up marketing. Incorporates a checklist of NZ-specific considerations (e.g., if launching in NZ summer holiday season, account for customer availability).
Customer Engagement & Retention
Collaboration Proposal Template
A template to pitch cross-promotions or partnerships. Helps an SME outline a collaboration idea with another local business (e.g., joint promo with a nearby café or complementary service). Includes sections for mutual benefits, co-marketing tactics, and timelines, making it easy to approach partners.
Customer Feedback Survey Template
A ready-made survey (questions and form layout) to gather customer feedback post-purchase. Includes questions on customer satisfaction, product/service quality, and suggestions. Can be deployed online or in-store, and questions can be tweaked for local relevance (e.g., asking how customers heard about the business in NZ).
Analytics & Optimisation
Marketing Budget & ROI Tracker
An Excel/Sheets budget template listing typical marketing channels and expenses. Allows businesses to input spend and forecast outcomes; includes formulas to calculate ROI for each channel. Useful for NZ SMEs to allocate limited budgets and see projected returns on campaigns.
Marketing Metrics Dashboard Template
A template (spreadsheet or document) to track key marketing metrics. It suggests important KPIs like website traffic, conversion rate, social engagement, email open rate, and ROI. SMEs can plug in their data monthly to monitor performance. Emphasizes metrics relevant to small business goals (e.g., cost per lead within a small budget).
ROI Calculator Template
A simple tool (spreadsheet) that lets businesses plug in campaign costs and resulting sales or leads to calculate Return on Investment. Pre-built formulas compute ROI percentage and payback. Helps SMEs in NZ validate which marketing activities are profitable, aligning with the emphasis on ROI accountability.
Compliance & Risk Management
Crisis Communication Plan Template
A basic template outlining steps and sample messages for handling PR or social media crises. SMEs fill in specific contacts, message approval process, and holding statements. Particularly useful given NZ’s tight-knit communities—a swift, honest response can preserve reputation.
Press Release Template (NZ Format)
A ready format for writing press releases to NZ media. Contains proper NZ press release formatting (date line, location, e.g., Auckland, NZ), boilerplate text guidance, and placeholders to plug in the news (product launch, event). Helps SMEs get local media attention with a professional press release.