In today’s digital-first world, your small business can’t afford to sit on the sidelines.
This workbook will walk you through the key strategies of digital marketing—with real steps to take action now. You don’t need to be a tech expert—you just need to show up and be consistent.
What is Digital Marketing?
Digital marketing is any marketing effort that uses the internet or digital technology to reach customers.
Core Channels:
- Social Media Marketing
- Search Engine Optimization (SEO)
- Content Marketing
- Email Marketing
Let’s get started. Grab a piece of paper and let’s start.
Social Media Marketing
Definition: Using platforms like Facebook, Instagram, X, or LinkedIn to build visibility and connect with your audience.
Benefits: Visibility, engagement, loyalty
Your Task:
Answer these questions to the best you can.
- What 2 platforms does your audience use most? Facebook, LinkedIn, Instagram, etc
- What type of posts would you share weekly?
Educational, Promotional. Personal/Behind the Scenes, Customer Testimonials, Other
Simple right… ok let’s move on…
Search Engine Optimization (SEO)
Definition: Optimizing your website so it shows up higher in Google search results.
Benefits: Free traffic, higher trust, long-term growth
Your Task:
- What 3 keywords describe your business?
- Have you claimed your Google Business Profile? Yes or No
- Write a one-sentence description of your business using at least one keyword:
Next let’s dive into your content marketing efforts so far.
Content Marketing
Definition: Creating valuable content (blogs, videos, graphics) that attracts and builds trust with your audience.
Benefits: Builds authority, trust, and traffic
Your Task:
- Choose your main content type, what do you want to write about? Blog, Video, Infographic, Email, Other
- Brainstorm 3 content topics your audience wants help with.
Email Marketing
Definition: Sending direct messages to your subscribers with news, tips, or offers.
Benefits: Direct access, higher conversion
Your Task:
- Do you have an email list? Yes or No
- What would you send monthly? Tips, Updates, Discounts, Stories
- Brainstorm 1 lead magnet, like a freebie or incentive to join your list.
Now we have a idea on what we want to write about let’s move on to actually planning it.
Your Marketing Strategy Planner
Target Audience Description
Who are you helping?
What do they want?
Primary Platforms
List 1-2 you’ll focus on
- Platform 1:
- Platform 2:
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5 Rules for Digital Marketing Success
- Know Your Audience – Never post blindly.
- Focus on One Thing at a Time – Don’t try to do it all.
- Create Value, Not Just Sales Posts – Teach, show, inspire.
- Use Tools to Track What Works – Google Analytics, Meta Insights, etc.
- Stay Consistent – Even if it’s just once a week.
The Digital Marketing Checklist
Monthly:
- Set goals
- Plan content
- Send 1 email blast
- Update your website
- Track traffic and results
- Adjust based on performance
Weekly:
- Post to social media
- Engage with followers
- Share a story behind your brand
- Check Google Analytics
- Follow 5 new accounts or network
Quarterly:
- Review goals
- Revisit audience insights
- Clean your email list
- Test something new (a reel, ad, blog, etc.)
Resources + Tools
Free Tools to Start With:
- Canva (Graphics)
- Mailchimp (Email Marketing)
- Buffer/Later (Scheduling Posts)
- Google Analytics
- Google Business Profile
Final Thoughts
Reminder: You don’t need a massive team or budget to win online. Just a clear plan and the willingness to show up.
Want expert help?
Let Theon Media create a strategy that’s made for your business.