Digital marketing agency business plan financial model excel template

Anyone who dreams of their business in a new direction should pay attention to Digital marketing (also known as interactive-, internet-, web-marketing). This is the use of all possible forms of digital channels as the main driver of the organization’s marketing strategy, as well as for online brand promotion. It is interactive marketing of the development of products and services using digital, IT-technologies.

This includes web analytics, as well as web-, video-, mobile, e-mail-, content marketing, and more. This economic trend is closely intertwined with Internet marketing. Still, it has already developed several techniques to reach the target audience, even in an offline environment. A digital marketing startup is a profitable business. But, as well as in any commercial activity, it is essential to have a well-developed strategy and plan — digital marketing agency business (operating) model.

The development of such a tool is better to leave to professionals. So, our experts have already developed a digital marketing (digital signage) business plan template; it is convenient, understandable, and does not require special skills when using. Such a digital media company business plan contains data on marketing agency profit margins, a list of required, and probable costs. It includes such main sections as market analysis and marketing research indicating competitors, potential audiences.

Our “how to start a digital marketing agency” business plan is available online in .xls, .pdf, and other popular formats. In a word, such a template will help to preliminarily assess the possibility of entering a commercial niche you are interested in.

To have competitive advantages, to achieve economic success, companies must communicate with customers, contractors, and other enterprises through digital channels and must adjust their digital marketing, build and maintain special programs for it. And if you are thinking about starting the marketing agency, then do not forget about the need to have a thoroughly elaborated business plan at the project launch stage.

Digital Marketing Agency Financial Plan Template Will Help You

  • Compute a Startup Costs
  • Schedule your Startup Loan’s repayments
  • Spend Marketing Budget to get visitors
  • Drive count of employees based on customers’ count.
  • Calculate Capital Demand
  • Make a complaint, 5-year Cost Assumptions Plan
  • Create a Revenue projection for your agency
  • Build a Sales Funnel
  • Build your plan and pitch for funding
  • Calculate break-even point and return on investment

Benefits of using a Digital Marketing Agency Financial Plan Excel Template

We do the math
Have all the features above ready with no formula writing, no formatting, no programming, no charting, and no expensive external consultants! Concentrate on the task of planning rather than programming.

Personnel demand forecast
I bet in your agency there are people who work directly with the customers. So, enter the ratio of employees you need per one new/active customer to estimate the count of employees needed. And don’t forget to enter for an annual salary, bonuses, and taxes.

Starting Point
If you are running an agency then you might need to start the forecast from the count of customers you have in place. Just put the numbers to the right of service names and you are ready for the next steps.

Customer Allocation
Do you run a multiple-service agency? So, you have to input customer allocation by the services you provide. If the same customer uses 2 or more services, then you may enter more than 100% in total, and you are ready to go.

New Customer Acquisition
Yeah, agencies also spend budgets on marketing to get new customers. That is a fact. So, you will have a marketing budget and a new customer cost of acquisition. This way you will forecast newly acquired customers for your agency.

Sales Funnel
Most likely you would need to build a sales funnel where leads are converted into customers. So, why don’t you use a 3-step sales funnel integrated into the model to make precise assumptions about your sales funnel?

Revenue Forecast
It is the customer’s percentage of spend approach to estimate your agency revenue. That is why you have assumptions of an average monthly spend per active customer by years and by service. Just fill it with your assumptions and enter your agency’s fee. And your revenue forecast is ready.

Saves you time
Allows you to spend less time on finances and more time on your products, customers and business development.

Digital Marketing Agency Financial Plan Excel Template Reports

Update anytime
You can easily adjust inputs at the launch stage and throughout the further activities of your store to refine your forecast.

Profit and Loss Statement
It indicates how much an enterprise earns, its income and expenses and its ability to gain money.

Integrated Model to Convince Investors
Includes and connects everything (assumptions, calculations, outputs) and presents it in an investor-friendly, deal-proven way.

Operational performance graphs
Here you may visually track your key performance indicators in the form of charts.

Industry benchmarks
Comparison of performance indicators in the model and in the industry.

Capitalization table
Shareholder’s ownership dilution is calculated here. This tab consists of 4 rounds of financing.

All-in-one Dashboard
Consists of Income Statement, Balance sheet and Cash flow statement monthly and annual information, presented both with figures and charts.

Cash Flow Statement
It is one of the most important reports because the main goal of each business is to generate cash flow. It shows how much you have consolidated money, how much is not enough when you need to attract additional financing.

Break-Even Analysis
5-year break-even analysis clearly presented with a chart and numeric.

Top Expense Category Report
It is very important to plan costs so that your company is profitable. It is necessary to analyze what are the highest costs and always work on their optimization. This report summarizes 4 biggest expense categories and the rest of the expenses as the “other”.

Valuation Report
With just a few rate inputs in the Cost of Capital, we have a Discounted Cash Flow valuation calculated.

Build your plan and pitch for funding
Impress bankers and investors with a proven, solid financial model that impresses every time.



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