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Templates

Quarterly content marketing plan template for clients

A plan the client can hold you to: enquiries, not impressions, inside a budget that adds up.

Copperline Coffee Roasters: Q4 content plan

Budget $7,200 · target 60 wholesale enquiries/month by December

Summary

Q4 takes wholesale enquiries from 41 a month to 60 by December (up 46%), inside the $7,200 budget, built around the Holiday Blend launch on 1 Nov and the gift box on 20 Nov.

Assumptions

  • 6.8 enquiries per long post holds (September: 41 enquiries from 6 posts); wholesale guides plan at 8.
  • $300 per long post and $120 per newsletter, at your current rates.
  • The Denver cafe stays closed in December — not yet known.

Month by month

MonthPostsNewslettersSpendEnquiries
October62$2,04048
November72$2,34054
December72$2,34060
Q4 total206$6,720162

$480 held back as a launch-week reserve.

Risk

If the Holiday Blend slips past 1 Nov, November loses about 8 enquiries and the December target moves to January.

Next steps

  • Us (Sam): first wholesale guide published by 10 Oct.
  • Copperline (Dana Ruiz): confirm the Holiday Blend date by 8 Oct.
  • Us (Sam): gift box newsletter drafted by 13 Nov.
Example drafted to Mycel's quality bar. The firm is fictional and every figure is invented.

Why it works

  • The target is the client's number — enquiries — not a content metric.
  • Assumptions are stated so the client can change them, not argue the plan.
  • The table adds up to the budget, with the reserve shown.

How to use the template

  1. 01Start from last monthActuals: posts, sessions, signups, the business result. Derive one rate from them.
  2. 02State assumptionsThe rate, your prices, anything not yet known. Each one changeable.
  3. 03Build the tableMonth, output, spend, expected result. The total must sit inside the budget.
  4. 04Name owners and datesYours and the client's. End with the one question that changes the plan.
Download the template (.md)

Try it on one of your own clients.

Bring last month's version. Mycel drafts this month's in your style; you approve it, they pay.

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