00 marketing plan global skill

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.

by minhnv0807·MIT license·★ 599 Stars on the repo·GitHub ↗

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Global Marketing Plan

Master skill — calls 08-competitor-research-global, 09-customer-insight-global, 10-reverse-kpi-global before producing the final output.


For newcomers

If this is your first global marketing plan, follow this order:

  1. Step 0 — Read .agents/product-marketing-context-global.md (set once per product)
  2. Information gathering — Answer the 4 questions below
  3. Run sub-skills — 08 (competitors), 09 (insights), 10 (reverse KPIs)
  4. Assemble plan — Use the 7-section template
  5. Cross-check — Run the quality checklist

If .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.


Step 0 — Read context file

Before producing any output, read .agents/product-marketing-context-global.md to load:

  • Product / service description, USP, pricing tier
  • Target region (US / EU / SEA / LATAM / APAC / GLOBAL)
  • Reporting currency (USD / EUR / GBP / SGD / etc.)
  • Brand voice & tone-of-voice rules
  • Existing channels and audience data

If the file is missing, ask the user to create it first. Do not guess context.


Information gathering

Ask the user up to 4 questions before starting:

  1. Product / service? Short description, core USP, price tier (entry / mid / premium).
  2. Target audience? Age range, location, occupation, behaviour, biggest pain point.
  3. Goal & budget? Target revenue per month, marketing budget (ads + content + people), campaign duration.
  4. Stage? Pre-launch / Launch / Growth / Mature? Existing channels with traction? Available data (followers, email list, customer database)?

If region was not captured in context file, also ask: Primary market? (US / EU / SEA / LATAM / APAC / GLOBAL multi-region).


Section 1 — Overall strategy

1.1 Situation summary
Item Detail
Product / service [name + USP]
Market [region + size]
Stage Pre-launch / Launch / Growth / Mature
Plan horizon [months]
Total budget [amount + currency]
1.2 SWOT analysis
Positive Negative
Internal Strengths: [list] Weaknesses: [list]
External Opportunities: [list] Threats: [list]
1.3 Competitive moat analysis

Call skill 08-competitor-research-global for the full data set.

Competitor Strong channel Exploitable weakness Their moat Your moat
[Competitor 1]
[Competitor 2]
[Competitor 3]

Moat types to consider:

  • Brand trust (recognition + credibility)
  • Content depth (long-tail expertise competitors will not replicate)
  • Community lock-in (loyal customer community)
  • Data advantage (better customer understanding)
  • Distribution (more channels, better partners)
  • Price / unit economics (sustainable lower CAC or higher LTV)
1.4 Customer insight

Call skill 09-customer-insight-global to ground the insight in evidence.

Element Description
Biggest pain [specific, observable]
Hidden desire [what they truly want but rarely say]
Purchase barrier [why they have not bought yet]
Buying trigger [the situation that flips them to action]
Trusted source [people / channels that influence them]

Section 2 — SAVE Framework

Replaces the traditional 4P. More appropriate for services and digital products.

2.1 Solution (replaces Product)
Question Answer
What problem are customers facing? [specific pain]
How does the product solve it? [mechanism]
What outcome do they get? [specific, measurable]
How fast do they see results? [timeframe]
2.2 Access (replaces Place)
Channel Funnel role Priority
[Channel 1] TOFU — attract High / Medium / Low
[Channel 2] MOFU — nurture
[Channel 3] BOFU — convert
[Channel 4] Retention — retain

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.

2.3 Value (replaces Price)
Item Detail
Product / service price [tier + currency]
Customer value received [quantified: saves X, gains Y]
Value-to-price ratio [Nx]
Vs competitors [cheaper / pricier — reason]
Pricing psychology [anchor / bundle / tier / free trial]
2.4 Education (replaces Promotion)
Awareness stage Education content Goal
Unaware of problem Pain-aware content, awareness pieces Help them recognise the problem
Problem-aware, solution-unaware How-to, comparison of approaches Help them weigh the options
Solution-aware, undecided Case study, testimonial, demo Build trust in your brand
Decided, not yet acting Offer, urgency, social proof Get them to act now

Section 3 — Content plan

3.1 Content pillars
Pillar Share Goal Examples
Education 35% Build trust, SEO How-to, tips, explainers
Inspiration 25% Engagement, virality Case study, before/after, story
Entertainment 20% Reach, follower growth Trends, POV, behind-the-scenes
Selling 15% Conversion Offer, deal, direct CTA
Community 5% Retention Q&A, poll, user spotlight
3.2 Funnel distribution
Funnel stage Content share Primary angle KPI
TOFU (Awareness) 40% Pain points, entertainment, education View, reach, follower
MOFU (Consideration) 35% Proof, expertise, process Engagement, save, click
BOFU (Conversion) 15% Offer, urgency, retarget Message, lead, order
Retention 10% VIP value, referral Repurchase, LTV
3.3 Content repurposing matrix

One source asset = 7+ derivatives. See 01-content-calendar-global for detail.

Source asset Derivative Channel
Long video (3–5 min) Original YouTube
3 short clips (15–30s) TikTok, Reels, Shorts
1 carousel (5–7 slides) Instagram, LinkedIn
1 blog post (800–1500 words) Website, SEO
1 email newsletter Email list
3 quote cards Story, Threads, X
1 audio clip Podcast feed
3.4 Source-type mix
Type Share Description
FGC (Founder Generated Content) 30% Founder / expert content
Brand Content 30% Official brand assets
UGC (User Generated Content) 25% Reviews, testimonials from customers
EGC (Employee Generated Content) 15% Behind-the-scenes from team

Section 4 — Channel system & budget

4.1 Channel deployment
Channel Funnel role Monthly budget Primary KPI
TikTok (organic + ads) TOFU + BOFU [amount] View, message, CPMess
Meta — Facebook + Instagram (organic + ads) MOFU + BOFU [amount] Reach, message, CPMess
Email (newsletter + flow) MOFU + Retention [amount] Open rate, click rate
Website / SEO MOFU [amount] Traffic, time on site
YouTube (long + Shorts) TOFU + MOFU [amount] View duration, subscriber
Podcast / Newsletter sponsorship TOFU [amount] CPM, brand lift
Influencer / UGC network TOFU [amount] View, reach, content output
[Region-specific channel]

Region note: Add LINE / Zalo / WhatsApp / WeChat per market (SEA, LATAM, China). See product-marketing-context-global for region channel weights.

4.2 Budget split by stage
Item Launch (M1–3) Growth (M4–6) Mature (M7+)
Paid ads 45–55% 35–45% 25–35%
Content production 20–25% 20–25% 15–20%
UGC / influencer 15–20% 15–20% 10–15%
Tools & platforms 5–10% 5–10% 5–10%
Community & retention 5% 10–15% 20–25%
Contingency 5% 5% 5%
Total 100% 100% 100%
4.3 Detailed budget allocation

Example uses USD. Convert to local currency as defined in product-marketing-context-global.

Item Monthly budget % Total Notes
Meta Ads [amount] [%]
TikTok Ads [amount] [%]
Google Ads (Search + YouTube) [amount] [%]
Content (people + tools) [amount] [%]
Influencer / UGC fees [amount] [%]
Tools (analytics, CRM, design) [amount] [%]
Contingency [amount] 5%
Total [amount] 100%

Section 5 — KPI & performance

5.1 Reverse KPI calculation

Call skill 10-reverse-kpi-global for an exact calculation.

Target revenue: [amount]
  / AOV: [amount]
  = Orders needed: [count]
  / Booking->Customer [region benchmark]: [count]
  = Bookings needed: [count]
  / Lead->Booking [region benchmark]: [count]
  = Leads needed: [count]
  / Mess->Lead [region benchmark]: [count]
  = Messages needed: [count]
  x CPMess [region benchmark]: [amount]
  = Required ad budget: [amount]
5.2 KPI table — 3 scenarios
Metric Pessimistic Base Optimistic
CPMess +30% vs benchmark Industry benchmark -20% vs benchmark
Mess->Lead -15% vs avg Industry avg +15% vs avg
Lead->Booking -10% vs avg Industry avg +10% vs avg
Booking->Customer -10% vs avg Industry avg +10% vs avg
Orders / month [count] [count] [count]
Revenue / month [amount] [amount] [amount]
ROAS [Nx] [Nx] [Nx]
Required budget [amount] [amount] [amount]

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.

5.3 KPI by channel
Channel Primary KPI Month 1 target Month 3 target Month 6 target
TikTok organic View / video, follower
TikTok ads CPMess, ROAS
Meta ads CPMess, CPL, ROAS
Google Search ads CPL, ROAS
Email Open rate, click rate
SEO Organic traffic, ranking
5.4 Business KPIs
Metric Formula Target
ROAS Revenue / ad spend >3x
CAC Total marketing spend / new customers <30% AOV
LTV AOV × purchases × duration >3x CAC
Payback period CAC / (AOV × margin) <90 days
LTV:CAC LTV / CAC >3:1

Section 6 — Risk matrix

6.1 Risk table
Risk Probability Impact Severity Mitigation plan
CPMess spikes during peak season High High CRITICAL Cut ad budget 30%, shift to organic + UGC
Creative fatigue (within 2 weeks) High Medium HIGH Prepare 3–5 new creatives per week, A/B test continuously
Competitor heavy discounting Medium High HIGH Lead with value + trust, do not race to the bottom
Algorithm change (TikTok / Meta) Medium High HIGH Diversify channels, no single-platform dependency
Key content creator leaves Low High MEDIUM Document SOPs, build backup roster
Negative review goes viral Low Very high CRITICAL Crisis protocol: respond within 2h, transparent, escalate
Budget gets cut Medium Medium MEDIUM Plan B with 50% budget — organic priority
Lack of customer data Low Medium LOW Capture data from day 1: forms, pixel, CRM
6.2 Severity definitions
Level Definition Action
CRITICAL Direct revenue impact, lost customers Resolve in 24h, escalate to stakeholder
HIGH Significant performance drop, lost opportunity Resolve in 48h, adjust plan
MEDIUM Mild impact, recoverable Resolve within 1 week, monitor
LOW Negligible impact Log and address opportunistically

Section 7 — Implementation timeline

7.1 Roadmap
Week Theme Detail Output Owner
Week 1 Setup & research Competitor research, customer insight, channel setup Research report, channels live [name]
Week 2 Content & creative Produce first content batch, brief UGC 15–20 content pieces, 3–5 UGC briefs [name]
Week 3 Launch & test Run paid test, post organically, start nurture A/B test report, first 7 days of data [name]
Week 4 Optimise & scale Cut bad creative, scale winners, drop weak channels Month 1 report, Month 2 plan [name]
7.2 Milestones
Month Milestone KPI check
Month 1 Setup complete, test running, first data CPMess, message count, reach
Month 2 Found winning creative + audience ROAS, CPL, conversion rate
Month 3 Scaled main channel, funnel stable Revenue, LTV:CAC, retention
Month 6 System self-running, continuous optimisation All KPIs stable, organic growing

Skill chaining

This is a master skill — it calls the following sub-skills:

00-marketing-plan-global (MASTER)
  |
  |-- [1] 08-competitor-research-global  -> Competitor analysis, gap discovery
  |-- [2] 09-customer-insight-global     -> Customer insight, pain points
  |-- [3] 10-reverse-kpi-global          -> Budget + KPIs from target revenue
  |
  |-- [4] Produce this plan
  |
  |-- [5] 01-content-calendar-global     -> Detailed monthly content calendar
  |-- [6] 02-campaign-brief-global       -> First campaign brief

When the user requests a marketing plan:

  1. Ask the 4 information-gathering questions
  2. Run skills 08, 09, 10 (in parallel when possible)
  3. Assemble the plan in this template
  4. Suggest running 01 and 02 next if the user wants execution detail

Examples — diversified regions

Example A — US SaaS startup (Series A)
  • Product: B2B project management SaaS, $49/seat/month
  • Region: US, secondary CA + UK
  • Stage: Growth (M9 since launch)
  • Channels: SEO + content, LinkedIn ads, podcast sponsorship, lifecycle email
  • Region note: B2B benchmark CAC payback <12 months, LTV:CAC >3:1
Example B — EU DTC skincare brand
  • Product: Clean-formula serum, EUR 38 / 30ml
  • Region: DE / FR / NL primary, expanding to UK
  • Stage: Launch (3 months)
  • Channels: Meta + TikTok ads, micro-influencers, Klaviyo email, Shopify
  • Region note: GDPR compliance for email + ads tracking is non-negotiable
Example C — SEA fitness coaching app
  • Product: Online fitness coaching subscription, SGD 29/month
  • Region: Singapore primary, Malaysia + Thailand secondary
  • Stage: Mature (M14)
  • Channels: TikTok organic, Meta ads, LINE / WhatsApp nurture, Telegram community
  • Region note: Mobile-first, conversational selling beats long-form sales pages

Quality checklist

Before delivering the plan, verify:

  • All 7 sections present (Strategy, SAVE, Content, Channel, Performance, Risk, Timeline)
  • SWOT grounded in real data, not assumption
  • Competitive moat is specific — not generic
  • SAVE Framework covers all 4 elements
  • Content pillars sum to 100%
  • Funnel distribution follows ratios (TOFU 40%, MOFU 35%, BOFU 15%, Retention 10%)
  • Budget split by stage (Launch / Growth / Mature)
  • 3-scenario KPI table calculated (Pessimistic / Base / Optimistic)
  • Risk matrix has at least 5 risks with severity + mitigation
  • Timeline has month-level milestones
  • Region-specific benchmarks used (not blanket global numbers)
  • Cross-references to related skills present
  • All numbers measurable — no vague phrases like "increase a lot" or "much higher"
  • Total budget sums to exactly 100%
  • Currency consistent with .agents/product-marketing-context-global.md
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`
437 

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