New year marketing planning for small businesses - image of pink toy soldiers on a pink background

New Year marketing planning: Essential steps for small business owners


Small business owners are always planning, so you probably already have the ball rolling for your New Year marketing planning. If not, now is a great time to start reflecting on past marketing campaign performance and using the data to plan ahead for the next 12 months.

As the New Year steams in, it’s a classic time for small business owners to assess their goals and lay down a focused marketing plan that will drive growth. A clear, actionable marketing strategy not only provides direction, but also ensures every marketing effort directly aligns with your business goals.

To get you started, here’s our step-by-step guide to building a really solid marketing plan for the coming year.

8 steps to effective New Year marketing planning


Step 1: Reflect on last year’s marketing efforts

To build a rock solid marketing plan, it’s crucial to start by reflecting on marketing performance for the last 12 months. What strategies worked well, and where did you encounter challenges?

Reviewing key metrics like website traffic, lead conversions, social media engagement, and ROI will provide insights that can guide your 2025 strategy.

  • Tip: Identify at least two areas for improvement based on past performance and set realistic expectations for the upcoming year.

Step 2: Get goal focused

Have a goal! It’s so true, it’s almost a cliche. Just as in any area life, goal-setting is the bedrock for the success of your marketing plan.

We all know it in our bones, but do we actually set marketing goals for our business? And if we do, are they SMART? What exactly do you want to achieve this year?

Your business goals might include increasing revenue, growing your customer base, or enhancing brand awareness. Once you’ve established these goals, outline the specific marketing objectives that will help you achieve them.

  • Tip: Use the SMART (Specific, Measurable, Achievable, Relevant, Time-bound) framework to refine each objective and make them trackable.

Step 3: Identify your target audience and ideal customers

The more you know about your target audience, the better you can tailor your marketing efforts to their unique needs.

Do you use customer personas to get a picture of who your ideal clients are? Personas, or avatars, define the characteristics of your customers including age, interests, purchasing habits, and values. With a clear picture of your audience, you can create targeted, meaningful campaigns that resonate and convert.

  • Tip: Look at the previous year’s customer data and feedback to learn more about your existing audience. Use this information to adjust or redefine your target audience based on any emerging trends.

Step 4: Evaluate and choose your marketing channels

Your marketing channels are all the places you talk to your customers about your product or service. This might be on social media, email marketing, SEO, or paid ads.

The marketing channels you choose should align with both your target audience’s preferences and your marketing objectives. Be where your customers are – there’s no value in posting on LinkedIn if all your potential customers are on Facebook.

Based on your goals, determine which platforms and techniques will be the most effective in reaching and engaging potential customers.

  • Tip: Be selective and strategic. Instead of stretching across too many platforms, focus on mastering a select few that best serve your goals.

Step 5: Develop a content strategy that speaks to your audience

Quality content is essential to connect, inform, and persuade your audience.

Kick off by mapping out key themes and topics that will resonate with your customers and align with your business goals. Using a mix of content types will keep your messaging fresh and engaging. You could write blog posts like this one, get posting on social media, send a monthly email newsletters, talk to interesting guests on a podcast, or get with the cool kids on TikTok with short videos.

Whatever type of content you choose, work to your own strengths and capabilities – content takes time, effort, and consistency.

  • Tip: Get organised and create a content calendar for the year, highlighting seasonal opportunities and key promotional dates. Planning in advance ensures a consistent flow of content and reduces last-minute stress.

Step 6: Set your budget and allocate resources

Understanding the financial investment required is essential to executing your plan effectively. Assess the cost of each marketing channel and content type, and decide how much you’re prepared to invest in each.

Be realistic about the resources available to you. Do you have the time, personnel, tools to do everything in your plan? If not, consider outsourcing specific areas to streamline execution. We’re here to help with exactly that sort of thing so book in a call if this sounds like you.

  • Tip: Include a contingency fund in your budget to account for unforeseen opportunities or challenges.

Step 7: Establish key performance indicators (KPIs)

Metrics are crucial to measureing the success of your plan. We would say that, we love data here! But seriously, how do you know wether all the effort you’ve put in is worthwhile if you don’t analyse the numbers?

For each marketing channel and objective, set clear KPIs that will help you track performance over time. Common marketing KPIs include

  • Website traffic
  • Conversion rates
  • Email open rates
  • Social media engagement

With the right KPIs in place, you’ll be able to make informed adjustments to your strategy as needed.

  • Tip: Select KPIs that directly relate to your marketing objectives then schedule monthly or quarterly check-ins to monitor your progress.

Step 8: Schedule regular reviews and adjust your strategy

Marketing is as fluid as public opinion, so your plan needs to be dynamic too. Flexibility is key to long-term success.

So how do you deal with something that never stands still? Simple: schedule regular reviews of your marketing efforts to analyse what parts of your plan are working well and which need tweaking.

Keeping a close eye on performance throughout the year allows you to adapt your strategy in a dynamic environment. Keeping a close eye on what’s happening with your marketing allows you the creativity to pivot when necessary so you stay aligned with your goals.

  • Tip: Set a bi-annual or quarterly review date to look at what’s working and what’s not. Create a system for tracking results, so you’re always aware of how well your plan is working.

New Year marketing planning in a nutshell

Creating a focused, achievable marketing plan ensures your business enters the New Year prepared and confident.

By setting clear goals, understanding your audience, and consistently evaluating progress, you can take proactive steps to grow your brand and your business in the next 12 months. Good luck and go get ’em!

Ready to build a marketing strategy tailored to your business?

If you need support assessing your goals and laying down a focused marketing plan for the next 12 months, don’t hesitate to reach out.

Book a free consultation with Davison & Brain Digital, and let’s craft a winning marketing plan for your best year yet.