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`.
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:
Step 0 — Read .agents/product-marketing-context-global.md (set once per product)
Information gathering — Answer the 4 questions below
Run sub-skills — 08 (competitors), 09 (insights), 10 (reverse KPIs)
Assemble plan — Use the 7-section template
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.
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.
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
Dung khi can ke hoach marketing tong the cho mot ky — muc tieu, phan khuc, kenh, ngan sach, timeline, KPI va ma tran rui ro. Co ca che do ban day du va che do ke hoach 1 trang cho chu doanh nghiep nho. Kich hoat khi user nhac 'lap ke hoach marketing', 'ke hoach MKT', 'marketing plan', 'chien luoc marketing nam', 'plan quy toi', 'ke hoach 1 trang'. Khong dung cho — tinh nguoc ngan sach tu doanh thu thi dung skill 10-tinh-kpi-nguoc; phan bo ngan sach chi tiet theo kenh thi dung skill 61-budget-planning; brief mot chien dich cu the thi dung skill 02-brief-chien-dich.
Use when the user needs a monthly or weekly content calendar — posting schedule per channel, funnel ratio, content pillars, repurposing matrix, and an owner per slot. Trigger on 'content calendar', 'posting schedule', 'what should we post this month', 'editorial calendar', 'social media plan', 'we post randomly with no plan'. Also use when the user only says the team keeps running out of things to post. Not for — the brief for one specific post, see `36-content-brief-global`; the caption text itself, see `37-social-caption-global`; deciding next period content from last period data, see `40-next-content-plan-global`; a paid campaign timeline, see `02-campaign-brief-global`.
Dung khi can lich dang bai cho ca thang — chot content pillar va ti le, xep bai theo ngay va khung gio, ma tran tai su dung noi dung, va gan muc tieu cho tung tru cot. Kich hoat khi user nhac 'lich noi dung', 'content calendar', 'thang nay dang gi', 'len lich dang bai', 'ke hoach content thang', 'phan bo noi dung'. Khong dung cho — brief tung bai truoc khi viet thi dung skill 36-content-brief; viet caption thanh pham thi dung skill 37-caption-social; lap plan ky sau tu data thi dung skill 40-next-content-plan.
Dung khi can brief mot chien dich cu the cho ca team thuc thi — muc tieu, thong diep, deliverable, timeline phan cong theo tuan, gate duyet va ma tran rui ro. Kich hoat khi user nhac 'brief chien dich', 'ke hoach campaign', 'len brief cho team', 'chien dich thang toi', 'phan cong campaign', 'timeline chien dich'. Khong dung cho — ke hoach marketing ca ky thi dung skill 00-ke-hoach-mkt; danh sach asset can thiet ke thi dung skill 41-campaign-asset-list; giao viec cho tung nguoi thi dung skill 64-team-brief.
Use when a specific campaign needs a brief the whole team can execute from — context, objective, audience, core message, creative direction, channels, deliverables, week-by-week timeline, approval gates, and risks. Trigger on 'campaign brief', 'creative brief', 'launch brief', 'brief the team on this campaign', 'we are running a promo next month', 'what is the plan for this campaign'. Also use when the user describes a promotion out loud and asks for something the team can actually run. Not for — the whole period plan, see `00-marketing-plan-global`; the list of design files needed, see `41-campaign-asset-list-global`; assigning work to one person, see `64-team-brief-global`; a new product launch sequence, see `59-go-to-market-global`.
Dung khi so lieu marketing dang xau va can biet TAI SAO — chan doan theo 5 lop tu tracking, delivery, creative, landing den chat luong audience, roi ra action plan 48h. Kich hoat khi user nhac 'so dang xau', 'CPMess cao qua', 'ROAS thap', 'chan doan root cause', 'tai sao khong ra don', 'ads dot tien'. Khong dung cho — audit CAU HINH tai khoan ads va cham Health Score thi dung skill 21-audit-ads-performance; viet bao cao cho nguoi khac doc thi dung skill 07-bao-cao-marketing; chan doan rieng mot trang thi dung skill 68-cro-audit-trang.