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Get the Marketing Planning Tools We Use to Build Better Bank Campaigns

The best marketing campaigns don't start with creative ideas—they start with asking better questions.

Download the same planning worksheets we use to help community banks gather the right information, align stakeholders, and build marketing campaigns that connect directly to business goals.

Whether you're launching a new deposit product, promoting a lending solution, or planning next year's marketing initiatives, these tools help you move from scattered requests to strategic execution.

Complete the form below to receive both free marketing intake worksheets.

Send My Free Marketing Intake Forms!

Included - Two Versions of Bank Marketing Project Intake Questionnaires

One-Page Quick Product & Campaign Intake Form

Go from marketing requests to a marketing plan. Gather the essential details needed to launch campaigns faster, reduce follow-up, and give your team a clear starting point.

A Comprehensive Version for Deeper Understanding

Move from marketing plan to business strategy. Capture even deeper insights needed to align stakeholders, strengthen business cases, and build campaigns that support the bank's broader goals.

Ready to Build a Stronger Case for Marketing?

Complete the form to receive both planning tools and start turning marketing requests into clear, measurable business proposals.
 

A Special Thanks to Bank Marketing Center

Thank you to our friends at Bank Marketing Center for hosting another great webinar and inviting Eric to be part of the conversation! We appreciate the opportunity to connect with banking professionals and share ideas that can help community banks continue to grow, adapt, and succeed.

Put the Webinar Into Practice

These worksheets weren't adapted from generic marketing templates. They were developed from years of working alongside community banks to launch products, support growth initiatives, and help marketing teams become more strategic partners inside their organizations.

Whether you're a department of one or leading a larger marketing team, these tools provide a repeatable process for planning more effective campaigns. This reflects the challenges community bank marketers face—limited time, cross-department coordination, and the need to demonstrate ROI while earning executive support.

Still have questions or need help implementing your marketing intake forms? Contact us today!

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