1---
2name: 00-marketing-plan-global
3description: "Use when the user needs an overall marketing plan for a period — objectives, segments, positioning, channel mix, content direction, budget, timeline, KPIs, and a risk matrix, adapted to US, EU, SEA, or LATAM. Trigger on 'marketing plan', 'marketing strategy for next year', 'go-to-market roadmap', 'plan for Q3', 'we have no marketing plan', 'where should we spend next quarter'. Also use when a founder only says the business needs to grow and has no idea which channel to start with. Not for — one specific campaign, see `02-campaign-brief-global`; working backward from a revenue goal to spend, see `10-reverse-kpi-global`; splitting a budget across channels and months, see `61-budget-planning-global`; taking a brand new product to market, see `59-go-to-market-global`."
4metadata:
5 version: 1.0.1
6 category: strategy
7license: MIT
8triggers:
9 - "marketing plan"
10 - "global marketing strategy"
11 - "go-to-market plan"
12 - "marketing roadmap"
13 - "international marketing plan"
14related:
15 - product-marketing-context-global
16 - 02-campaign-brief-global
17 - 08-competitor-research-global
18 - 09-customer-insight-global
19 - 10-reverse-kpi-global
20---
21
22# Global Marketing Plan
23
24> Master skill — calls 08-competitor-research-global, 09-customer-insight-global, 10-reverse-kpi-global before producing the final output.
25
26---
27
28## For newcomers
29
30If this is your first global marketing plan, follow this order:
31
321. **Step 0** — Read `.agents/product-marketing-context-global.md` (set once per product)
332. **Information gathering** — Answer the 4 questions below
343. **Run sub-skills** — 08 (competitors), 09 (insights), 10 (reverse KPIs)
354. **Assemble plan** — Use the 7-section template
365. **Cross-check** — Run the quality checklist
37
38If `.agents/product-marketing-context-global.md` does not exist, ask the user to run `product-marketing-context-global` first to lock down product, ICP, region, currency, and brand voice.
39
40---
41
42## Step 0 — Read context file
43
44Before producing any output, read `.agents/product-marketing-context-global.md` to load:
45
46- Product / service description, USP, pricing tier
47- Target region (US / EU / SEA / LATAM / APAC / GLOBAL)
48- Reporting currency (USD / EUR / GBP / SGD / etc.)
49- Brand voice & tone-of-voice rules
50- Existing channels and audience data
51
52If the file is missing, ask the user to create it first. Do not guess context.
53
54---
55
56## Information gathering
57
58Ask the user up to 4 questions before starting:
59
601. **Product / service?** Short description, core USP, price tier (entry / mid / premium).
612. **Target audience?** Age range, location, occupation, behaviour, biggest pain point.
623. **Goal & budget?** Target revenue per month, marketing budget (ads + content + people), campaign duration.
634. **Stage?** Pre-launch / Launch / Growth / Mature? Existing channels with traction? Available data (followers, email list, customer database)?
64
65> If region was not captured in context file, also ask: **Primary market?** (US / EU / SEA / LATAM / APAC / GLOBAL multi-region).
66
67---
68
69## Section 1 — Overall strategy
70
71### 1.1 Situation summary
72
73| Item | Detail |
74|------|--------|
75| Product / service | [name + USP] |
76| Market | [region + size] |
77| Stage | Pre-launch / Launch / Growth / Mature |
78| Plan horizon | [months] |
79| Total budget | [amount + currency] |
80
81### 1.2 SWOT analysis
82
83| | Positive | Negative |
84|---|---------|---------|
85| **Internal** | Strengths: [list] | Weaknesses: [list] |
86| **External** | Opportunities: [list] | Threats: [list] |
87
88### 1.3 Competitive moat analysis
89
90> Call skill `08-competitor-research-global` for the full data set.
91
92| Competitor | Strong channel | Exploitable weakness | Their moat | Your moat |
93|------------|---------------|---------------------|------------|-----------|
94| [Competitor 1] | | | | |
95| [Competitor 2] | | | | |
96| [Competitor 3] | | | | |
97
98**Moat types to consider:**
99
100- Brand trust (recognition + credibility)
101- Content depth (long-tail expertise competitors will not replicate)
102- Community lock-in (loyal customer community)
103- Data advantage (better customer understanding)
104- Distribution (more channels, better partners)
105- Price / unit economics (sustainable lower CAC or higher LTV)
106
107### 1.4 Customer insight
108
109> Call skill `09-customer-insight-global` to ground the insight in evidence.
110
111| Element | Description |
112|---------|-------------|
113| Biggest pain | [specific, observable] |
114| Hidden desire | [what they truly want but rarely say] |
115| Purchase barrier | [why they have not bought yet] |
116| Buying trigger | [the situation that flips them to action] |
117| Trusted source | [people / channels that influence them] |
118
119---
120
121## Section 2 — SAVE Framework
122
123> Replaces the traditional 4P. More appropriate for services and digital products.
124
125### 2.1 Solution (replaces Product)
126
127| Question | Answer |
128|----------|--------|
129| What problem are customers facing? | [specific pain] |
130| How does the product solve it? | [mechanism] |
131| What outcome do they get? | [specific, measurable] |
132| How fast do they see results? | [timeframe] |
133
134### 2.2 Access (replaces Place)
135
136| Channel | Funnel role | Priority |
137|---------|------------|----------|
138| [Channel 1] | TOFU — attract | High / Medium / Low |
139| [Channel 2] | MOFU — nurture | |
140| [Channel 3] | BOFU — convert | |
141| [Channel 4] | Retention — retain | |
142
143> Region note: Channel mix differs per market. See `product-marketing-context-global` for region-specific channel preferences. SEA leans on Zalo / LINE / Shopee Live, EU favours email + LinkedIn for B2B, US favours podcast + newsletter, LATAM favours WhatsApp + TikTok.
144
145### 2.3 Value (replaces Price)
146
147| Item | Detail |
148|------|--------|
149| Product / service price | [tier + currency] |
150| Customer value received | [quantified: saves X, gains Y] |
151| Value-to-price ratio | [Nx] |
152| Vs competitors | [cheaper / pricier — reason] |
153| Pricing psychology | [anchor / bundle / tier / free trial] |
154
155### 2.4 Education (replaces Promotion)
156
157| Awareness stage | Education content | Goal |
158|-----------------|-------------------|------|
159| Unaware of problem | Pain-aware content, awareness pieces | Help them recognise the problem |
160| Problem-aware, solution-unaware | How-to, comparison of approaches | Help them weigh the options |
161| Solution-aware, undecided | Case study, testimonial, demo | Build trust in your brand |
162| Decided, not yet acting | Offer, urgency, social proof | Get them to act now |
163
164---
165
166## Section 3 — Content plan
167
168### 3.1 Content pillars
169
170| Pillar | Share | Goal | Examples |
171|--------|-------|------|----------|
172| Education | 35% | Build trust, SEO | How-to, tips, explainers |
173| Inspiration | 25% | Engagement, virality | Case study, before/after, story |
174| Entertainment | 20% | Reach, follower growth | Trends, POV, behind-the-scenes |
175| Selling | 15% | Conversion | Offer, deal, direct CTA |
176| Community | 5% | Retention | Q&A, poll, user spotlight |
177
178### 3.2 Funnel distribution
179
180| Funnel stage | Content share | Primary angle | KPI |
181|-------------|--------------|---------------|-----|
182| TOFU (Awareness) | 40% | Pain points, entertainment, education | View, reach, follower |
183| MOFU (Consideration) | 35% | Proof, expertise, process | Engagement, save, click |
184| BOFU (Conversion) | 15% | Offer, urgency, retarget | Message, lead, order |
185| Retention | 10% | VIP value, referral | Repurchase, LTV |
186
187### 3.3 Content repurposing matrix
188
189> One source asset = 7+ derivatives. See `01-content-calendar-global` for detail.
190
191| Source asset | Derivative | Channel |
192|-------------|-----------|---------|
193| Long video (3–5 min) | Original | YouTube |
194| | 3 short clips (15–30s) | TikTok, Reels, Shorts |
195| | 1 carousel (5–7 slides) | Instagram, LinkedIn |
196| | 1 blog post (800–1500 words) | Website, SEO |
197| | 1 email newsletter | Email list |
198| | 3 quote cards | Story, Threads, X |
199| | 1 audio clip | Podcast feed |
200
201### 3.4 Source-type mix
202
203| Type | Share | Description |
204|------|-------|-------------|
205| FGC (Founder Generated Content) | 30% | Founder / expert content |
206| Brand Content | 30% | Official brand assets |
207| UGC (User Generated Content) | 25% | Reviews, testimonials from customers |
208| EGC (Employee Generated Content) | 15% | Behind-the-scenes from team |
209
210---
211
212## Section 4 — Channel system & budget
213
214### 4.1 Channel deployment
215
216| Channel | Funnel role | Monthly budget | Primary KPI |
217|---------|------------|----------------|-------------|
218| TikTok (organic + ads) | TOFU + BOFU | [amount] | View, message, CPMess |
219| Meta — Facebook + Instagram (organic + ads) | MOFU + BOFU | [amount] | Reach, message, CPMess |
220| Email (newsletter + flow) | MOFU + Retention | [amount] | Open rate, click rate |
221| Website / SEO | MOFU | [amount] | Traffic, time on site |
222| YouTube (long + Shorts) | TOFU + MOFU | [amount] | View duration, subscriber |
223| Podcast / Newsletter sponsorship | TOFU | [amount] | CPM, brand lift |
224| Influencer / UGC network | TOFU | [amount] | View, reach, content output |
225| [Region-specific channel] | | | |
226
227> Region note: Add LINE / Zalo / WhatsApp / WeChat per market (SEA, LATAM, China). See `product-marketing-context-global` for region channel weights.
228
229### 4.2 Budget split by stage
230
231| Item | Launch (M1–3) | Growth (M4–6) | Mature (M7+) |
232|------|--------------|---------------|--------------|
233| Paid ads | 45–55% | 35–45% | 25–35% |
234| Content production | 20–25% | 20–25% | 15–20% |
235| UGC / influencer | 15–20% | 15–20% | 10–15% |
236| Tools & platforms | 5–10% | 5–10% | 5–10% |
237| Community & retention | 5% | 10–15% | 20–25% |
238| Contingency | 5% | 5% | 5% |
239| **Total** | **100%** | **100%** | **100%** |
240
241### 4.3 Detailed budget allocation
242
243> Example uses USD. Convert to local currency as defined in `product-marketing-context-global`.
244
245| Item | Monthly budget | % Total | Notes |
246|------|----------------|---------|-------|
247| Meta Ads | [amount] | [%] | |
248| TikTok Ads | [amount] | [%] | |
249| Google Ads (Search + YouTube) | [amount] | [%] | |
250| Content (people + tools) | [amount] | [%] | |
251| Influencer / UGC fees | [amount] | [%] | |
252| Tools (analytics, CRM, design) | [amount] | [%] | |
253| Contingency | [amount] | 5% | |
254| **Total** | **[amount]** | **100%** | |
255
256---
257
258## Section 5 — KPI & performance
259
260### 5.1 Reverse KPI calculation
261
262> Call skill `10-reverse-kpi-global` for an exact calculation.
263
264```
265Target revenue: [amount]
266 / AOV: [amount]
267 = Orders needed: [count]
268 / Booking->Customer [region benchmark]: [count]
269 = Bookings needed: [count]
270 / Lead->Booking [region benchmark]: [count]
271 = Leads needed: [count]
272 / Mess->Lead [region benchmark]: [count]
273 = Messages needed: [count]
274 x CPMess [region benchmark]: [amount]
275 = Required ad budget: [amount]
276```
277
278### 5.2 KPI table — 3 scenarios
279
280| Metric | Pessimistic | Base | Optimistic |
281|--------|-------------|------|------------|
282| CPMess | +30% vs benchmark | Industry benchmark | -20% vs benchmark |
283| Mess->Lead | -15% vs avg | Industry avg | +15% vs avg |
284| Lead->Booking | -10% vs avg | Industry avg | +10% vs avg |
285| Booking->Customer | -10% vs avg | Industry avg | +10% vs avg |
286| **Orders / month** | [count] | [count] | [count] |
287| **Revenue / month** | [amount] | [amount] | [amount] |
288| **ROAS** | [Nx] | [Nx] | [Nx] |
289| **Required budget** | [amount] | [amount] | [amount] |
290
291> Region benchmarks: see foundation skill `product-marketing-context-global` for the regional benchmark file (US, EU, SEA, LATAM). Do not assume one global benchmark — CPMs vary 3–5x across regions.
292
293### 5.3 KPI by channel
294
295| Channel | Primary KPI | Month 1 target | Month 3 target | Month 6 target |
296|---------|------------|----------------|----------------|----------------|
297| TikTok organic | View / video, follower | | | |
298| TikTok ads | CPMess, ROAS | | | |
299| Meta ads | CPMess, CPL, ROAS | | | |
300| Google Search ads | CPL, ROAS | | | |
301| Email | Open rate, click rate | | | |
302| SEO | Organic traffic, ranking | | | |
303
304### 5.4 Business KPIs
305
306| Metric | Formula | Target |
307|--------|---------|--------|
308| ROAS | Revenue / ad spend | >3x |
309| CAC | Total marketing spend / new customers | <30% AOV |
310| LTV | AOV × purchases × duration | >3x CAC |
311| Payback period | CAC / (AOV × margin) | <90 days |
312| LTV:CAC | LTV / CAC | >3:1 |
313
314---
315
316## Section 6 — Risk matrix
317
318### 6.1 Risk table
319
320| Risk | Probability | Impact | Severity | Mitigation plan |
321|------|------------|--------|----------|-----------------|
322| CPMess spikes during peak season | High | High | **CRITICAL** | Cut ad budget 30%, shift to organic + UGC |
323| Creative fatigue (within 2 weeks) | High | Medium | **HIGH** | Prepare 3–5 new creatives per week, A/B test continuously |
324| Competitor heavy discounting | Medium | High | **HIGH** | Lead with value + trust, do not race to the bottom |
325| Algorithm change (TikTok / Meta) | Medium | High | **HIGH** | Diversify channels, no single-platform dependency |
326| Key content creator leaves | Low | High | **MEDIUM** | Document SOPs, build backup roster |
327| Negative review goes viral | Low | Very high | **CRITICAL** | Crisis protocol: respond within 2h, transparent, escalate |
328| Budget gets cut | Medium | Medium | **MEDIUM** | Plan B with 50% budget — organic priority |
329| Lack of customer data | Low | Medium | **LOW** | Capture data from day 1: forms, pixel, CRM |
330
331### 6.2 Severity definitions
332
333| Level | Definition | Action |
334|-------|-----------|--------|
335| **CRITICAL** | Direct revenue impact, lost customers | Resolve in 24h, escalate to stakeholder |
336| **HIGH** | Significant performance drop, lost opportunity | Resolve in 48h, adjust plan |
337| **MEDIUM** | Mild impact, recoverable | Resolve within 1 week, monitor |
338| **LOW** | Negligible impact | Log and address opportunistically |
339
340---
341
342## Section 7 — Implementation timeline
343
344### 7.1 Roadmap
345
346| Week | Theme | Detail | Output | Owner |
347|------|-------|--------|--------|-------|
348| Week 1 | Setup & research | Competitor research, customer insight, channel setup | Research report, channels live | [name] |
349| Week 2 | Content & creative | Produce first content batch, brief UGC | 15–20 content pieces, 3–5 UGC briefs | [name] |
350| Week 3 | Launch & test | Run paid test, post organically, start nurture | A/B test report, first 7 days of data | [name] |
351| Week 4 | Optimise & scale | Cut bad creative, scale winners, drop weak channels | Month 1 report, Month 2 plan | [name] |
352
353### 7.2 Milestones
354
355| Month | Milestone | KPI check |
356|-------|-----------|-----------|
357| Month 1 | Setup complete, test running, first data | CPMess, message count, reach |
358| Month 2 | Found winning creative + audience | ROAS, CPL, conversion rate |
359| Month 3 | Scaled main channel, funnel stable | Revenue, LTV:CAC, retention |
360| Month 6 | System self-running, continuous optimisation | All KPIs stable, organic growing |
361
362---
363
364## Skill chaining
365
366This is a master skill — it calls the following sub-skills:
367
368```
36900-marketing-plan-global (MASTER)
370 |
371 |-- [1] 08-competitor-research-global -> Competitor analysis, gap discovery
372 |-- [2] 09-customer-insight-global -> Customer insight, pain points
373 |-- [3] 10-reverse-kpi-global -> Budget + KPIs from target revenue
374 |
375 |-- [4] Produce this plan
376 |
377 |-- [5] 01-content-calendar-global -> Detailed monthly content calendar
378 |-- [6] 02-campaign-brief-global -> First campaign brief
379```
380
381When the user requests a marketing plan:
382
3831. Ask the 4 information-gathering questions
3842. Run skills 08, 09, 10 (in parallel when possible)
3853. Assemble the plan in this template
3864. Suggest running 01 and 02 next if the user wants execution detail
387
388---
389
390## Examples — diversified regions
391
392### Example A — US SaaS startup (Series A)
393
394- Product: B2B project management SaaS, $49/seat/month
395- Region: US, secondary CA + UK
396- Stage: Growth (M9 since launch)
397- Channels: SEO + content, LinkedIn ads, podcast sponsorship, lifecycle email
398- Region note: B2B benchmark CAC payback <12 months, LTV:CAC >3:1
399
400### Example B — EU DTC skincare brand
401
402- Product: Clean-formula serum, EUR 38 / 30ml
403- Region: DE / FR / NL primary, expanding to UK
404- Stage: Launch (3 months)
405- Channels: Meta + TikTok ads, micro-influencers, Klaviyo email, Shopify
406- Region note: GDPR compliance for email + ads tracking is non-negotiable
407
408### Example C — SEA fitness coaching app
409
410- Product: Online fitness coaching subscription, SGD 29/month
411- Region: Singapore primary, Malaysia + Thailand secondary
412- Stage: Mature (M14)
413- Channels: TikTok organic, Meta ads, LINE / WhatsApp nurture, Telegram community
414- Region note: Mobile-first, conversational selling beats long-form sales pages
415
416---
417
418## Quality checklist
419
420Before delivering the plan, verify:
421
422- [ ] All 7 sections present (Strategy, SAVE, Content, Channel, Performance, Risk, Timeline)
423- [ ] SWOT grounded in real data, not assumption
424- [ ] Competitive moat is specific — not generic
425- [ ] SAVE Framework covers all 4 elements
426- [ ] Content pillars sum to 100%
427- [ ] Funnel distribution follows ratios (TOFU 40%, MOFU 35%, BOFU 15%, Retention 10%)
428- [ ] Budget split by stage (Launch / Growth / Mature)
429- [ ] 3-scenario KPI table calculated (Pessimistic / Base / Optimistic)
430- [ ] Risk matrix has at least 5 risks with severity + mitigation
431- [ ] Timeline has month-level milestones
432- [ ] Region-specific benchmarks used (not blanket global numbers)
433- [ ] Cross-references to related skills present
434- [ ] All numbers measurable — no vague phrases like "increase a lot" or "much higher"
435- [ ] Total budget sums to exactly 100%
436- [ ] Currency consistent with `.agents/product-marketing-context-global.md`