Build and Follow a Marketing Action Plan

Plan marketing in one place

The marketing action plan organizes outreach across:

• Email campaigns
• Social publishing
• Work showcases
• Reviews
• Referrals
• Website pages and updates
• Google Business Profile improvements

Use the calendar to decide what should happen, who owns it, and when it should be reviewed or published.

Open the plan

1. Open Marketing Tools.
2. Select Marketing Plan.

The default view shows the current planning period and upcoming activities.

How recommendations are created

Fieldified can use business information such as:

• Services offered
• Service area
• Job history
• Client activity
• Seasonal booking patterns
• Marketing results
• Gaps in the upcoming schedule

Recommendations can include a channel, objective, suggested date, audience, and draft content.

Examples include:

• Re-engage clients who have not booked recently.
• Promote a seasonal service.
• Share a completed-work showcase.
• Request more reviews.
• Improve a website service page.
• Publish a Google Business Profile update.

Recommendations are drafts. Nothing is sent or published without approval.

Fill the marketing calendar

Select Fill My Calendar to generate a group of activities for the current planning period.

Before accepting the plan:

1. Review whether the suggested services are current.
2. Confirm that the timing fits capacity.
3. Check that each audience is appropriate.
4. Remove duplicate or conflicting promotions.
5. Assign owners.
6. Adjust dates around holidays, weather, and operational constraints.

As business data changes, future recommendations can change as well.

Add an idea using a prompt

Use Add to Your Marketing Calendar to describe an idea in natural language.

Include:

• Topic or service
• Audience
• Desired channel
• Objective
• Preferred timing
• Tone or offer

For example:

Create an email for existing clients about spring irrigation inspections and
schedule it for the first week of March.

Fieldified creates a proposed activity and draft. Review it before adding it to the calendar.

Add an activity manually

1. Select an empty calendar period or Create New.
2. Choose the activity type.
3. Select the channel.
4. Enter the objective.
5. Choose the target audience or destination.
6. Assign an owner.
7. Set the due, send, or publish date.
8. Add notes or supporting content.
9. Save the activity.

Manual activities can include work already being prepared outside the generated recommendations.

Understand activity cards

An activity card can show:

• Activity type
• Channel
• Objective
• Owner
• Planned date
• Approval or completion status

Open the card to review its content, related records, schedule, and next action.

Review recommended actions

Select View All Actions to see recommendations that support marketing readiness rather than a single outbound post.

These can include:

• Complete the Google Business Profile.
• Add services to the website.
• Connect a custom domain.
• Publish recent work.
• Improve review collection.
• Correct missing company information.
• Create a campaign for an underbooked service.

Complete foundational actions before increasing campaign volume. Accurate business information improves both client trust and reporting.

Approve or decline an activity

Approve

1. Open the activity.
2. Review the content, audience, channel, and date.
3. Correct any inaccurate or private information.
4. Select Approve.

Approval schedules the activity or moves it to the next publishing step.

Decline

Select Decline when the recommendation is not useful. Add a reason when available, such as:

• Wrong service
• Wrong timing
• Audience is too broad
• Capacity is already full
• Content does not match the brand

Decline feedback can improve future recommendations.

Adjust the calendar

Reschedule

Drag an activity to a new date or open it and edit the schedule.

Review any audience or seasonal wording after changing the date.

Edit

Open the activity to update:

• Owner
• Objective
• Audience
• Draft content
• Destination
• Due date

Remove

Open the card and select Remove from Plan. Removing the planning activity does not necessarily delete a draft campaign, post, page, or showcase already created from it.

Track progress

Use activity statuses such as:

• Recommended
• Planned
• In progress
• Awaiting review
• Approved
• Scheduled
• Published or sent
• Completed
• Declined
• Missed

Mark operational tasks complete after the external action has actually occurred.

Balance marketing with capacity

Before approving demand-generation activities:

1. Review the service schedule.
2. Confirm team and inventory capacity.
3. Check the geographic service area.
4. Avoid promoting unavailable appointment windows.
5. Prepare the intake and follow-up process.

Marketing should create work the operations team can respond to promptly.

Review the plan regularly

At least once per week:

• Resolve activities awaiting review.
• Move overdue work.
• Check failed publishing.
• Update owners.
• Compare activities with new bookings and revenue.
• Add upcoming seasonal opportunities.

At the end of the planning period, compare completed activities with Marketing Results before filling the next calendar.

Related articles

• Publish Content to Social Channels
• Turn Completed Work into a Showcase
• Understand Marketing Results
• Create and Send Client Campaigns