7 Steps to setting marketing goals you’ll actually achieve

7 Steps to setting marketing goals you’ll actually achieve

setting marketing goals objectives

Setting marketing goals or objectives for your service-based small business doesn’t need to be a complicated process.

It’s simply a matter of determining what you want to achieve, and then following a goal-setting process that enables you to do it.

I recommend that a marketing goal-setting process take specific things into account, such as:

  • Where you are now, and where you want to go
  • The SMART way to define marketing goals and objectives
  • What roadblocks or challenges you’ll need to overcome
  • The solutions required to achieve success
  • What resources and investment you’ll require
  • How to prioritise activities and set milestones
  • A system for tracking and monitoring your progress

Also, there are steps you can take to help you to stay on track to achieving your marketing goals.

These include writing your marketing goals down and placing them in a spot where you’ll regularly see them.

Plus, communicating them to your team, or finding an accountability partner who can hold you accountable and provide support when you need it.


7 steps to setting marketing goals objectives

In this post, I outline my 7-step goal-setting process for you and give you the steps you’ll need to take action and achieve marketing success.

It’s a goal-setting process I’ve used many times before, and one that you can easily follow too!


1. Analyse your current situation

It’s essential to start from where you are when it comes to setting marketing goals for the future.

Analyse what stage of business you’re in now and determine the shift you want to make.

Are you in a start-up or growth phase? Or, have you progressed to a stage where you’re seeking to scale?

Also consider where you are when it comes to the size of your client list, the services you’re offering, and your sales turnover.

From here, work out where you want your business to be within the timeframe for which you’re planning.

How much growth are you seeking, and in what areas?

Once you know where you are, and where you want to be, then it’s time to work out what gap you have in between those two places.

When you know what gap you’re trying to close, then it’s much easier to determine what action you can take to make the most significant impact on your business growth.


2. Identify one overarching marketing goal

In your gap analysis in step one, you identified the main area in which you would like to grow.

Perhaps you want to increase the number of leads you’re generating to increase sales.

Or, maybe you’re seeking to introduce a new service to expand your revenue streams.

Alternatively, you may be seeking to streamline your systems and processes to free up more time to serve clients in your business.

Choose this one main area and use this to set your overarching marketing goal.

Having just one overarching marketing goal will help you to stay focused and ensure you actually achieve it.

Whatever goal or marketing objective you identified, it’s essential to define it using the SMART goal setting principles.

Whatever goal or marketing objective you identified, it’s essential to define it using the SMART goal setting principles. #marketing #goalsetting Click To Tweet

If you haven’t heard of the SMART principles before, then it is an acronym for specific, measurable, achievable, realistic, and timely.

When setting a SMART marketing objective or goal, you want to ensure it meets each of these criteria above.

Let’s break down each of those criteria using the example of launching a new service offering:

Specific – I’m going to create and launch a new $2,000 service package

Measurable – I want to sell 2 packages per month

Achievable – I already have an email list of 5,000 people whom I can market this to

Realistic – My service package and pricing are in line with my competition

Timely – It will be launched in time so that I can sell 6 packages in the quarter ahead


Using this example, I would define my SMART marketing goal as:

At the beginning of this quarter, I will launch a new $2,000 service package and bring on 6 new clients to achieve sales of $12,000 for the period.

Now that you have a SMART marketing goal, then it’s time to review any challenges or roadblocks you may have in achieving your target.


3. Review your current challenges or roadblocks

No matter what the goal, you’ll always have challenges or barriers that you’ll need to overcome to achieve it.

In planning terms these are known as your constraints.

These could include the need to upskill in an area, to build a new service offering, to design marketing templates, to craft a message to communicate with your audience, updating your website or technology, finding the time and money needed to promote your offer, or some other challenge which is standing between you and achieving your goal.

At this step, write down all the current challenges and roadblocks you have that specifically relate to your marketing goal.

What’s stopping you from achieving this goal?

What’s holding you back or needs to be completed first?

Now, summarise your list of challenges into 5 – 7 main roadblocks which we’ll review at the next step.


4. Determine what solutions you’ll need to achieve your marketing goal

Against each of your main challenges, write the solution you’ll need to deliver to overcome that challenge.

For example, if you don’t have the skills to implement a new technology you’ll need, could you upskill and learn how to do it?

Or, do you have the money to outsource it to someone who could do it for you?

Another example could be that you don’t have the marketing templates and assets designed to promote your offer.

In this case, could you allocate the time to create these templates? Or, hire a graphic designer to do it for you if you don’t have the time?

Once you’ve listed your solutions to these challenges, then these become your sub-goals to your main overarching marketing goal.

They’re the smaller steps that you’ll need to deliver to achieve your primary marketing goal.


5. Allocate the required resources

The next step is to review all the resources you’ll require and allocate the time and/or money you’ll need to invest against each sub-goal.

Once you review this part separately, you may realise that you don’t necessarily have the amount of time or money required to deliver your solutions or sub-goals within the timeframe.

At this point, it’s time to either go back and adjust your goal, so that it becomes achievable and realistic as we covered in the SMART goal-setting principles above.

Or, you find a way to bring on additional resources to help you achieve your marketing objectives.

Allocating the required resources or bringing in support now is critical to determining whether you’ll achieve success.

You’ll want to ensure you’ve planned for this properly in the beginning so that you’re set up for success and not for failure.


6. Prioritise and set milestones

One of the remaining steps is to prioritise the list of sub-goals that you have so that you’re working on each deliverable in the right order.

This step is the point at which you’ll be able to determine if any of the sub-goals are dependent on the others.

In addition to prioritising, it’s also essential to set a milestone date for delivery of each step or sub-goal.

A key date or deadline will help you with the final stage which is tracking and monitoring your progress against your goals.

Depending on the size of your sub-goal, you may want to also break these steps down further so you have a more detailed list of actions and deadlines to work to in your action plan.


7. Track, monitor and adjust where necessary

If you’ve reached this point, then you’ll have written down one main marketing goal and a series of 5 – 7 sub-goals you’ll need to deliver to achieve your overarching goal.

To help you to actually achieve your marketing goals, place this list in a place where you will see it regularly to remind you where you’re focus should be.

You may even want to write it prominently on a whiteboard in your office!

It’s very easy to get distracted in small business trying to do all the things, so this will help to remind you what’s important.

Decide how often you’ll review your progress against your goals and allow enough time that you can react and adjust if necessary before you reach your critical milestones.

If you miss a few of your earlier deadlines, then you’ll know that you need to make some adjustments or bring on some additional resources to help you achieve your marketing objectives.

Finally, getting yourself an accountability partner or a business coach will help you to stay on track.

You’ll have another person holding you accountable and giving you the support and coaching you may need to achieve your marketing goals.


So, there’s my 7-step marketing goal-setting process that will help you with setting marketing goals you’ll actually achieve.

When you follow these simple steps, then you’ll be well on your way to successfully marketing and growing your service-based small business.


Looking for extra accountability and support to help grow your service-based business?

If you answered yes, then my 3-month Marketing and Coaching Program may be a good fit. Learn more and apply for a free 30-min Discovery Call with me here.


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Hayley Robertson
Hayley Robertson
I provide marketing training, one-off marketing strategy sessions, and business coaching programs to service-based small business owners. I teach you how to successfully attract new clients and grow your business without the stress and overwhelm. Before starting my business, I spent more than 15 years working for some of Australia's largest service-based organisations and hold a Masters of Business Administration (MBA) and a Bachelor of Management (Marketing). Learn more about me here.