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The Ultimate Startup Sales & Marketing Planner Kit

Everything you need to plan effective sales & marketing campaigns that make people interested in your business and happy to be your customer.

At a startup, you may feel you don't have enough time to create well-defined plans for your marketing and sales efforts. However, a proper game plan is essential to attract and convert potential customers into actual customers.

What’s the Difference Between Sales and Marketing?

Sales and marketing are often grouped together, but they’re two different departments with distinct yet complementary roles. Sales focuses on generating revenue by converting people into customers, while marketing is responsible for creating content and building awareness to get people interested in your business.

Briefly put, the marketing process is primarily focused on promoting your brand, as well as its products and services, to potential customers. It involves all the activities related to attracting, engaging, and converting leads into customers and touching base with existing customers to encourage them to repurchase or advocate for your brand.

On the other hand, sales are responsible for turning leads into paying customers. To achieve sales goals, sales teams typically run campaigns to generate more leads, follow up on customer inquiries, provide demos of your product or service, answer queries, and ultimately close deals. 

A comprehensive plan that covers your business's sales and marketing aspects is essential to ensure you get the most out of your efforts.

tablet with sales figures on desk

Setting Goals With the SMART Marketing Framework

In marketing, the word 'SMART' is a mnemonic that means specific, measurable, attainable, relevant, and time-bound. The SMART marketing framework is widely used by marketing teams to set marketing goals and objectives.

Here's a more detailed explanation of the framework's components:


Is the goal or objective clear and well-defined? Will it solve existing problems and open up specific opportunities for the brand?


Are there quantifiable metrics that you can monitor to track the progress of your goal or objective?


Is the goal realistic, given the resources you have access to? Can it be achieved within the set period?


Will achieving this goal help you reach your desired outcome? Does it align with your overall strategy?


Is there a timeline or deadline associated with this goal?

Setting goals is essential because these will define the course of your marketing efforts. It’s also essential to ensure that you can measure whether or not you’ve achieved them in order to make informed decisions when tweaking and optimizing your campaigns.

Identifying Risks and Opportunities With SWOT Analysis

SWOT is an acronym for strengths, weaknesses, opportunities, and threats — and a SWOT analysis can be applied to a business idea, project, or goal. While a relatively straightforward approach, a SWOT analysis is an effective tool for identifying business opportunities and addressing potential issues.


Strengths refer to the internal aspects of a company or organization that are doing well. By identifying these strengths, you can determine what is working effectively and apply similar strategies to other areas that require improvement.


Weaknesses stem from aspects of the company that can be improved or managed better. Knowing these weaknesses allows you to adjust your strategies and find ways to mitigate them. To establish a baseline of success and failure, analyze your strengths before delving into weaknesses.


Opportunities refer to external conditions you can take advantage of, such as increased demand for a particular product or service. Knowing how to capitalize on such opportunities will be key to building and maintaining your success.


Threats are the potential risks associated with pursuing a goal or launching a new product or service. It is important to identify and address these threats before they become real issues.

Building a Strong Strategy

Having a strong strategy is essential for any business to reach its goals. The Startup Marketing and Sales Ultimate Planner Kit provides you with the blueprints, templates, workbooks, and other resources needed to plan your sales and marketing strategies efficiently.

With this kit, you can identify risks, maximize opportunities, track success metrics, set SMART goals, and create a roadmap for success. You'll also get a crash course on HubSpot's MSPOT technique (mission, strategy, plays, omissions, targets) to help establish organizational-level directions.

Here's what the kit includes:

  • Startup Marketing Blueprint
  • Startup Sales Plan Template
  • MSPOT Template
  • SMART Goals Template
  • Content Planning Workbook & Templates

Get access to the sales & marketing kit now!

Built to scale with HubSpot for Startups

It takes some time to put together a startup pitch deck that works, but once you’ve nailed your presentation, you can reuse it for multiple pitches with just a few tweaks to update any data or statistics.

HubSpot for Startups helps you track marketing and sales data to make this process easier. New investors can rest easy knowing you’ve got the support of HubSpot’s powerful CRM at your fingertips.