Excel Sheet Download 31471 | Smart Marketing Goals Template

Partial file snippet.

Sheet 1: Introduction

	
	
	
	
		

		
 
		
		

	
	
		

		Welcome to your SMART Marketing Goals Template!
		

	
	
		

		

		

	
	
		

		If you'd prefer to access this template through Google Sheets, click the button below and press 'Make a Copy.'
		

	
	
		

		
 
		
		

	
	
		

		Otherwise, continue on to the next tab over, "Define Your SMART Goal," to begin.
		

	
	
		

		

		

	

 


Sheet 2: Define Your SMART Goal

	
	
	
	
	
	
		Define Your SMART Marketing Goal 
		
		
	
		

		

		

		

		

	
	
		About the SMART Goal Framework

The SMART goal setting framework allows you to set clear and measurable goals while encouraging you to think about how you'll get there. Whether you're setting goals for this week or this year, this template can help you clarify your thinking and set up tracking so that you know when you've accomplished what you've set out to do.
		

		How to Use This Template

Below, you'll find an example of a SMART marketing goal on the left and adjacent spaces for your own goal on the right. We recommend starting at the top in the "Initial Goal" box and working your way down through each aspect of a SMART goal, ensuring that your initial goal meets SMART standards along the way.
		
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		SMART Goal Attributes & Definitions
		

		Example Initial Goal
		

		Your Initial Goal
	
	
		

		

		

		

		

	
	
		

		

		I want to generate more leads.
		

		[Write your initial goal here.]
	
	
		

		

		

		

		

	
	
		Specific
		

		Step 1: Make it specific.
		
	
		Without defining exactly what you're trying to improve, it's difficult to outline the steps you need to take to make progress. A specific goal is one that you could share with your CEO in 10 seconds that would clearly explain what you're trying to improve.
		

		I want to generate a greater number of qualified leads from our blog for our sales team.
		

		[Write your specific goal here.]
	
	
		

		

		

		

		

	
	
		Measurable
		

		Step 2: Make it measurable.
		
	
		It's crucial that your goal is trackable and numeric. Many teams simply say that they want to grow their social media following, for example, but they don't specify by how much they'd like to grow it. As soon as you attach a number to your goal, you'll be able to track exactly how far you've come since you set the goal and how far you have left until you reach it.
		

		I want to grow the number of leads generated per month from our blog by 20%.
		

		[Write your specific, measurable goal here.]
	
	
		

		

		

		

		

	
	
		Attainable
		

		Step 3: Make it attainable.
		
	
		While aiming to break records can be beneficial -- and here at HubSpot we're all about exceeding our targets -- it's important to keep these goals realistic. If your company has historically gained 10 social media followers per month, aiming to grow your social following by 1,000 followers next month would be drastic. Don't let your team members feel so discouraged by a huge goal that they lose motivation. Instead, set your team and yourself up to succeed by creating goals that are realistic.  
		

		Since we generate around 100 leads per month from our blog right now, I want to grow the number of leads generated per month from our blog to 120 per month.
		

		[Write your specific, measurable, attainable goal here.]
	
	
		

		

		

		

		

	
	
		Relevant
		

		Step 4: Make it relevant.
		
	
		Ask yourself why you're setting the goal that you are. How is it going to contribute to the company's bottom line? Ultimately, the marketing goal you set should be tied back to business impact. If it's not, consider how you can change or adjust your initial goal.
		

		I want to grow the number of leads generated per month from our blog to 120 per month because our sales team finds that blog leads convert to customers at 3X the rate of leads from PPC advertising. 
		

		[Write your specific, measurable, attainable, relevant goal here.]
	
	
		

		

		

		

		

	
	
		Time-Bound
		

		Step 5: Make it time-bound.
		
	
		The final aspect of the SMART framework is one of the most important: setting a timeline for meeting your goal. Without a timeline, you won't be able to determine whether the smaller changes you're making are keeping you on track toward achieving your ultimate goal. Setting a timeline is also key for internal alignment. When you're generating significantly more leads, for example, you'll need to make sure your sales team has the bandwidth to reach out to all of them.
		

		I want to grow the number of leads generated per month from our blog to 120 per month because our sales team finds that blog leads convert to customers at 3X the rate of leads from PPC advertising. I'll reach 120 blog leads generated per month by 6 months from today.
		

		[Write your SMART goal here!]
	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	
	
		

		

		

		

		

	



Sheet 3: Calculate Your SMART Goal

	
	
	
	
	
	
	
		Calculate Your SMART Marketing Goals 
		
		

		

	
	
		

		

		

		

		

		

	
	
		How to Use These Calculators

Simply input the number of visitors and leads that you generate currently and your target increase in the lightly yellow-, orange-, and red-shaded cells (the cells with black borders).

We'll calculate your recommended goals in the darker yellow, orange, and red cells. 
		

		

	
	
		

		

		

		

		

		

	
	
		VISITS
		Number of monthly visits
		

		

		

		

	
	
		

		[Insert your current monthly site visits in the cell just below this one. Share information about your goal in the two below that cell.]
		

		

		

		

	
	
		Current
		1000
		

		

		

		

	
	
		Month-over-month % increase goal
		5%
		

		

		

		

	
	
		How many months out is your goal?
		6
		

		

		

		

	
	
		

		Recommended monthly traffic goal:
		

		

		

		

	
	
		Recommended Goal
		1340
		

		

		

		

	
	
		

		

		

		

		

		

	
	
		LEADS
		Average number of monthly website visits
		Visitor-to-lead conversion rate
		Number of leads
		

		

	
	
		

		[Insert your current monthly site visits in the cell just below this one.]
		[Insert your current vistor-to-lead CVR in the cell just below this one.]
		We estimate that you currently generate this many leads per month from your website traffic:
		

		

	
	
		Current
		1000
		5.00%
		50
		

		

	
	
		By what % would you like to increase your vistor-to-lead conversion rate each month?
		3%
		

		

		

		

	
	
		How many months out is your goal?
		6
		

		

		

		

	
	
		

		

		Recommended visitor-to-lead CVR goal:
		Recommended monthly lead goal:
		

		

	
	
		Recommended Goals
		n/a -- leave blank
		5.97%
		60
		

		

	
	
		

		

		

		

		

		

	
	
		CUSTOMERS
		Average number of monthly leads
		Lead-to-customer conversion rate
		Number of customers
		

		

	
	
		

		[Insert your current number of monthly leads in the cell just below this one.]
		[Insert your current lead-to-customer CVR in the cell just below this one.]
		We estimate that you currently generate this many customers per month from your marketing efforts:
		

		

	
	
		Current
		100
		5.00%
		5
		

		

	
	
		By what % would you like to increase your lead-to-customer conversion rate each month?
		5%
		

		

		

		

	
	
		How many months out is your goal?
		6
		

		

		

		

	
	
		

		

		Recommended lead-to-customer CVR goal:
		Recommended monthly new customer goal:
		

		

	
	
		Recommended Goals
		n/a -- leave blank
		6.70%
		7

The words contained in this file might help you see if this file matches what you are looking for:

...Sheet introduction welcome to your smart marketing goals template if you d prefer access this through google sheets click the button below and press make a copy otherwise continue on next tab over quot define goal begin about frameworkthe setting framework allows set clear measurable while encouraging think how ll get there whether re for week or year can help clarify thinking up tracking so that know when ve accomplished what out do use templatebelow find an example of left adjacent spaces own right we recommend starting at top in initial box working way down each aspect ensuring meets standards along attributes amp definitions i want generate more leads specific step it without defining exactly trying improve s difficult outline steps need take progress is one could share with ceo seconds would clearly explain greater number qualified from our blog sales team crucial trackable numeric many teams simply say they grow their social media following but don t specify by much like as soon ...

Define Your SMART Marketing Goal

About the SMART Goal Framework The SMART goal setting framework allows you to set clear and measurable goals while encouraging you to think about how you'll get there. Whether you're setting goals for this week or this year, this template can help you clarify your thinking and set up tracking so that you know when you've accomplished what you've set out to do.	How to Use This Template Below, you'll find an example of a SMART marketing goal on the left and adjacent spaces for your own goal on the right. We recommend starting at the top in the "Initial Goal" box and working your way down through each aspect of a SMART goal, ensuring that your initial goal meets SMART standards along the way.


SMART Goal Attributes & Definitions	Example Initial Goal	Your Initial Goal

	I want to generate more leads.	[Write your initial goal here.]

Specific	*Step 1: Make it specific.*
Without defining exactly what you're trying to improve, it's difficult to outline the steps you need to take to make progress. A specific goal is one that you could share with your CEO in 10 seconds that would clearly explain what you're trying to improve.	I want to generate a greater number of qualified leads from our blog for our sales team.	[Write your specific goal here.]

Measurable	*Step 2: Make it measurable.*
It's crucial that your goal is trackable and numeric. Many teams simply say that they want to grow their social media following, for example, but they don't specify by how much they'd like to grow it. As soon as you attach a number to your goal, you'll be able to track exactly how far you've come since you set the goal and how far you have left until you reach it.	I want to grow the number of leads generated per month from our blog by 20%.	[Write your specific, measurable goal here.]

Attainable	*Step 3: Make it attainable.*
While aiming to break records can be beneficial -- and here at HubSpot we're all about exceeding our targets -- it's important to keep these goals realistic. If your company has historically gained 10 social media followers per month, aiming to grow your social following by 1,000 followers next month would be drastic. Don't let your team members feel so discouraged by a huge goal that they lose motivation. Instead, set your team and yourself up to succeed by creating goals that are realistic.	Since we generate around 100 leads per month from our blog right now, I want to grow the number of leads generated per month from our blog to 120 per month.	[Write your specific, measurable, attainable goal here.]

Relevant	*Step 4: Make it relevant.*
Ask yourself why you're setting the goal that you are. How is it going to contribute to the company's bottom line? Ultimately, the marketing goal you set should be tied back to business impact. If it's not, consider how you can change or adjust your initial goal.	I want to grow the number of leads generated per month from our blog to 120 per month because our sales team finds that blog leads convert to customers at 3X the rate of leads from PPC advertising.	[Write your specific, measurable, attainable, relevant goal here.]

Time-Bound	*Step 5: Make it time-bound.*
The final aspect of the SMART framework is one of the most important: setting a timeline for meeting your goal. Without a timeline, you won't be able to determine whether the smaller changes you're making are keeping you on track toward achieving your ultimate goal. Setting a timeline is also key for internal alignment. When you're generating significantly more leads, for example, you'll need to make sure your sales team has the bandwidth to reach out to all of them.	I want to grow the number of leads generated per month from our blog to 120 per month because our sales team finds that blog leads convert to customers at 3X the rate of leads from PPC advertising. I'll reach 120 blog leads generated per month by 6 months from today.	[Write your SMART goal here!]

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	Welcome to your SMART Marketing Goals Template!

	If you'd prefer to access this template through Google Sheets, click the button below and press 'Make a Copy.'

	*Otherwise, continue on to the next tab over, "Define Your SMART Goal," to begin.*

Calculate Your SMART Marketing Goals

How to Use These Calculators Simply input the number of visitors and leads that you generate currently and your target increase in the lightly yellow-, orange-, and red-shaded cells (the cells with black borders). We'll calculate your recommended goals in the darker yellow, orange, and red cells.

VISITS	Number of monthly visits
	[Insert your current monthly site visits in the cell just below this one. Share information about your goal in the two below that cell.]
Current	1000
Month-over-month % increase goal	5%
How many months out is your goal?	6
	Recommended monthly traffic goal:
Recommended Goal	1340

LEADS	Average number of monthly website visits	Visitor-to-lead conversion rate	Number of leads
	[Insert your current monthly site visits in the cell just below this one.]	[Insert your current vistor-to-lead CVR in the cell just below this one.]	We estimate that you currently generate this many leads per month from your website traffic:
Current	1000	5.00%	50
By what % would you like to increase your vistor-to-lead conversion rate each month?	3%
How many months out is your goal?	6
		Recommended visitor-to-lead CVR goal:	Recommended monthly lead goal:
Recommended Goals	*n/a -- leave blank*	5.97%	60

CUSTOMERS	Average number of monthly leads	Lead-to-customer conversion rate	Number of customers
	[Insert your current number of monthly leads in the cell just below this one.]	[Insert your current lead-to-customer CVR in the cell just below this one.]	We estimate that you currently generate this many customers per month from your marketing efforts:
Current	100	5.00%	5
By what % would you like to increase your lead-to-customer conversion rate each month?	5%
How many months out is your goal?	6
		Recommended lead-to-customer CVR goal:	Recommended monthly new customer goal:
Recommended Goals	*n/a -- leave blank*	6.70%	7

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