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10 Best Free Project Management Budget Templates for Marketers

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Let’s face it: Executing a successful marketing project requires time, energy, and money.

And with so many different facets of marketing to consider — branding and creative, product marketing, event hosting, and so forth — your marketing project management budget can disappear fast.

Ever found yourself scratching your head with a depleted budget at the end of the month, quarter, or year? Ready to leave behind the days of ambiguous spending and vanishing budgets? We’ve got you covered with a look at the top essential project management budget templates for marketing plans — plus a free download.

What makes a good project management budget template for marketing?

Before we dig into the details, it’s worth taking a minute to talk about how we selected our top choices. With so many marketing budget templates now available, this wasn’t an easy task — and when it comes to what we’ve picked, you may have a favorite that’s not listed.

Given the number of options, this list could be 20, 30, or 50 templates long, but in the interests of getting you the information you need to find a best-fit template ASAP, we’re keeping our list to only the best options out there.

As for criteria, we went with characteristics such as usability, simplicity, and adaptability. It’s our goal to provide a list that gives you multiple options with similar value — all you have to do is pick the one that best suits your marketing needs.

With that out of the way, let’s get started.

1. HubSpot [Excel, Google Sheets]

project management budget template for marketing: hubspot

HubSpot’s set of eight free budget templates offers everything you need to get started, from a master marketing template to more specific spreadsheets for content, products, and paid advertising. Available as both Microsoft Excel files and Google Sheets, HubSpot has you covered no matter how you choose to handle your marketing budget.

What we like: The simple, streamlined, and colorful design makes these templates easy to use without sacrificing the detail you need.

2. Spendesk [Excel]

project management budget template for marketing: spendesk

Spendesk offers marketing budget templates for growing businesses to help manage the complexity that comes with annual marketing, subscriptions, one-off events, and upcoming expenses. The templates are designed to scale with your team, making them a great choice for companies just getting off the ground and more experienced marketers looking to streamline their budgets.

What we like: Spendesk’s free templates do the math for you across both Excel and Google Sheets.

3. Smartsheet [Excel]

project management budget template for marketing: smartsheetSmartsheet offers 12 free marketing budget templates for social media efforts, product marketing, quarterly marketing, and annual marketing. While they’re only available as Excel files, they’re a great starting point if you’re looking to consolidate spending sources and streamline marketing budgets.

What we like: Smartsheet’s templates include itemized categories along with estimated costs for each item, subtotals, and totals paired with an easy-to-read pie chart.

4. Capterra [PDF]

project management budget template for marketing: capterra

Capterra’s marketing budget template is all about simplicity. The free framework lets you easily map out hard costs, campaign costs, and unexpected expenditures to give you an approximate total that can help inform more specific budgeting efforts. Oh, and ignore the “2019” in the title — the template is still just as applicable in 2022.

What we like: Simple is the name of the game here, making Capterra a great choice for initial budgeting efforts.

5. Smart Insights [Google Sheets]

project management budget template for marketing: smartinsightsSmart Insights also offers a template octet with options for spend summaries, acquisition marketing costs, creative spend, and SEO activities that clearly lay out where you’re spending money, how often, and what it costs you over a specified period. While there’s no Excel option, these templates are still a good choice to help simplify budget management.

What we like: The Smart Insights templates make it easy to specify your level of spend thanks to a simple and streamlined design.

6. Monday [Built-In Template]

project management budget template for marketing: monday

The Monday template offers a high-level overview of your current marketing budget within Monday’s user interface. Each quarter includes information about the owner of the projects, target goal, level of priority, type of action taken, total budget, and remaining budget. Just like the day of the week, Monday makes it possible to start your quarterly budgeting on solid ground.

What we like: Simple and high–level are the watchwords here. Marketers can get the information they need at-a-glance to drive budget decision-making. If you already use Monday for project management, this is an excellent fit.

7. SwagDrop [Google Sheets]

project management budget template for marketing: swagdropSwagDrop offers a quartet of budget templates to help balance marketing costs and revenues. They include an investment report, salaries report, revenue report, and monthly balance report. Make no mistake — they’re not the prettiest templates on the market, but they’re free, functional, and offer a solid foundation for marketing budget frameworks.

What we like: The SwagDrop page also includes sample budgets on their template examples to help businesses get their budgets up and running ASAP.

8. ProjectManager [Excel]

project management budget template for marketing: projectmanager

This free template is a simple Excel spreadsheet that provides a quick overview of relevant budget data to help marketers see what they’re spending, where they’re spending it, and if budgets are staying on track. While it’s best supported by other, more in-depth options, the straightforward layout is worth a download.

What we like: The template integrates with ProjectManager’s larger suite of paid project management software, which is designed to manage hybrid teams across multiple locations.

9. Demand Metric [Excel]

project management budget template for marketing: demand metric

The Demand Metric marketing budget is all about content. It makes sense: To capture customer interest, companies are well-served by spending on blog posts, video production, and graphic design. This template helps track the cost of these content initiatives over time to see how they stack up against returns.

What we like: Content is king in getting your brand noticed. Demand Metric makes it simple to see what you spend on this critical function.

10. Score [Excel]

project management budget template for marketing: score

The Score annual marketing budget template is designed to help marketers estimate their annual expenses and align them with campaign goals. Easy to modify and simple to use, this template is a great starting point for marketers looking to pinpoint where they can save — and where they need to spend.

What we like: Simple budget estimation is worth the download for this marketing template.

Making the Most of Your Project Management Budget

The better your budget management, the better your marketing outcomes. But as marketing efforts become more complex and far-reaching, it’s easy for spending specifics to get lost in the shuffle.

Don’t get caught with cost overruns — tap one of our top templates to make the most of your marketing budget, and download additional ones below.

Editor’s note: This post was originally published in November 2014 and has been updated for comprehensiveness.

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3 Contextual Link-Building Strategies That Actually Work

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3 Contextual Link-Building Strategies That Actually Work

 

Quality content can get your web pages ranking higher in Google search results. But contextual links can help, too.

Google says the inclusion of relevant, high-quality links signals the content that includes them may be quality content, too.

So, how can you earn contextual links to give your content an edge over the competition? Adopt one, two, or all three of the strategies detailed in this article.

But first, let’s understand what contextual links are.

What are contextual links?

A contextual link appears in the body of a web page’s content. A hyperlink is added to a relevant word or phrase. They:

  • Link to other pages on the site.
  • Cite the source of a claim or statistic.
  • Indicate other relevant pages.
  • Provide readers with more in-depth information on the topic.
  • Guide readers to a product or service.

In this screenshot of an article with the header, Challenges of Productivity Tracking in Remote Workplaces, three phrases are hyperlinked — measure productivity, Microsoft, and research by Gartner.

Each contextual link serves a purpose:

  • “Measure productivity” goes to a Slack article about how to measure employee productivity.
  • “Microsoft” directs the reader to the original research for the cited statistic.
  • “Research by Gartner” links to the native source for the research cited in that paragraph.

With a contextual link-building strategy, you not only boost your content in the eyes of Google but also encourage other sites to use your valuable content to provide their readers with additional information or context.

Now, let me show you three strategies to grow your contextual links and improve your content’s rankings.

1. Help sites fix their broken links

Broken link building involves contacting a website, pointing out a broken external link on a page, and suggesting your content as its replacement.

Broken links could result from a 404 error, a blank page, or a redirect to an irrelevant page — any alteration that ruins the original link’s purpose.

Since broken links negatively affect the visitor experience, removing them is in the site’s best interest. Your replacement offer gives them a quick solution to their problem. Plus, people are more willing to help you after you’ve helped them.

To find broken links, use a tool like Free Backlink Checker extension. I also like to inspect links manually since most tools only pick up 404 errors. Rely solely on them, and you will miss relevant broken-link opportunities.

Ahrefs also has tools for finding broken links. Its free broken link checker is helpful, but the paid version is more robust.

Paid subscribers can go to Site Explorer, go to the Outgoing Links report, and click on “Broken Links” from the dropdown menu.

The report identifies the total number of broken links (3,136 in the example below), the referring pages (the URL for the content including the broken link), the anchor (the words hyperlinked in the content), and the link (the URL that no longer directs to a viable page).

The report identifies the total number of broken links (3,136 in the example below), the referring pages, the anchor, and the link.

Ahrefs subscribers can also compile a Best by Links report under the Pages option in the Site Explorer tool.

In this example, the report lists pages with 404 page-not-found errors for TheMuse.com. It has 6,230 pages with broken external links. Each page URL listed is accompanied by the number of referring domains and a number of links to the page.

The report lists pages with 404 page-not-found errors for TheMuse.com. It has 6,230 pages with broken external links.

This research can identify the topics with the biggest potential to become the fixes for a broken link. You can create content to address them or identify content you already published. Just make sure the content closely matches the intent of the anchor text’s original link.

For example, the same research report, which is now a broken link, is cited in articles from Oyster and TINYpulse. On Oyster, the anchor text reads, “44% of companies did not allow remote work.” On TINYpulse, the anchor text says, “only 33% are very satisfied with the level of trust in their organization.”

On Oyster, the anchor text reads, “44% of companies did not allow remote work.”
On TINYpulse, the anchor text says, “only 33% are very satisfied with the level of trust in their organization.”

For a single article link to replace the broken link on Oyster and TINYpulse, the content would need to cite both a statistic about remote work and another stat about trust in organizations.

2. Guest posting

Like the broken-link replacement strategy, guest posting benefits both your and the recipient’s sites. You reach out to sites and offer to write content about a topic relevant to their audience that relates to your content subjects and includes a link to your site. This technique works well because you typically control where and how to add your link to make it as relevant as possible.

You can take multiple approaches to win guest-posting opportunities. No matter which tactics you use, track the sites and verify the site’s quality using Ahrefs, another tool, or a direct visit to the site.

First, you can use Ahrefs (or a similar tool) to examine your competitors’ backlinks and identify any links that come from guest posts. The anchor or surrounding text might hint at its status with phrases such as “contributed by,” “guest post by,” or the name of the brand or author. You also can check links manually to see if they’re contributed content.

In this example from Collegiate Parent, the headline reads “EFC Too High? Tips for Successful Aid Appeals” and includes a byline for “Billie Jo Weis.” At this point, you don’t know if it is a contributed article.

The headline reads “EFC Too High? Tips for Successful Aid Appeals” and includes a byline for “Billie Jo Weis.”

But scroll down to the end, and you can see the author’s bio. It confirms the article is a guest post because her bio says she is a client services advisor for My College Planning Team, not the publisher (Collegiate Parent).

The bio confirms the article is a guest post because it says she is a client services advisor for My College Planning Team, not the publisher (Collegiate Parent)

You can also use Google search operators to identify sites open to guest contributions. You’ll want to do several searches using variations of your target keywords and topic accompanied by phrases, such as “guest post,” “contributed by,” “guest post by,” and “guest posting guidelines.”

The example in the screenshot below works for a brand targeting college prep topics. The search is “’college prep’ ‘guest post by’ -site.pinterest.com.” The results reveal four articles from four sites that use the words “college prep” and “guest post by.” You can add those sites to your outreach tracker.

The example screenshot shows the search for "college prep" and "guest post by" -site.pinterest.com. The results reveal four articles from four sites that use the words

Finally, you can list sites relevant to your niche that didn’t appear in the earlier searches.

TIP: Not all sites that accept guest articles say so on their website.

3. Niche edits

A niche edit, sometimes referred to as a link insert, is a technique that adds a link to existing content. The key to success is finding relevant articles on high-quality sites and pitching your content as a valuable addition to those articles.

You can use a similar process to the Google guest post search. Input a broad keyword for your targeted keyword, then tell it you don’t want the targeted keyword in the title. If the entire article is about your targeted keyword, your chances of getting the publisher to include a link to a similar article are low.

Here’s an example from one of our client’s that sought to make niche edits for the keyword “soft skills.”

The Google search included these phrases:

  • “Organizational development” soft skills -intitle:”soft skills”
  • “Organizational development” soft skills employee training -intitle:”soft skills”
  • Soft skills employee training  -intitle:”soft skills” organizations

It led to an added link for “soft skills” in this article — “Employee Development,” which includes the header, “What are the benefits of employee development for an organization?”

Article from Big Think, which includes the header, “What are the benefits of employee development for an organization?” The article shows the "soft skills" link.

You can do several searches, modifying your search operators each time to see what sites and content appears. Think of multiple angles to broaden the potential sites that publish content with your targeted or a related keyword.

After you’ve crafted a list of high-quality prospects, it’s time for outreach.

Niche edits might be the hardest of the three strategies to achieve because they’re not as clear of a win-win situation as the other two (repairing broken links and publishing new content).

Your email pitch can make or break your niche-edit campaign. It must convince the publisher that your content provides so much value that they will want to take an extra step with content they’ve already completed.

 Here are some tips to craft a link-earning email pitch:

  • Start by mentioning something about them. It could be something you like about their website or the article you’re targeting. You want them to know you’ve explored their site and read the article. But don’t overdo it. A simple compliment or sentence about how you found the article helpful should suffice.
  • Introduce your content and mention how it can help their audience. Be concise and convincing, but don’t oversell it.
  • Go one step further and point to a section or sentence where you think your content might be a good fit. This will help them see where your content can add value and link to it.

Get linking

Though contextual link building may seem challenging to execute, it can bring great rewards. Follow these tips and strategies, and your valuable content will get more attention from external sites and eventually Google rankings where it deserves to be.

All tools mentioned in this article are identified by the author. If you have a tool to suggest, please tag CMI on social.

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Cover image by Joseph Kalinowski/Content Marketing Institute

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Google’s Surgical Strike on Reputation Abuse

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Google’s Surgical Strike on Reputation Abuse

These aren’t easy questions. On the one hand, many of these sites do clearly fit Google’s warning and were using their authority and reputation to rank content that is low-relevance to the main site and its visitors. With any punitive action, though, the problem is that the sites ranking below the penalized sites may not be of any higher quality. Is USA Today’s coupon section less useful than the dedicated coupon sites that will take its place from the perspective of searchers? Probably not, especially since the data comes from similar sources.

There is a legitimate question of trust here — searchers are more likely to trust this content if it’s attached to a major brand. If a site is hosting third-party content, such as a coupon marketplace, then they’re essentially lending their brand and credibility to content that they haven’t vetted. This could be seen as an abuse of trust.

In Google’s eyes, I suspect the problem is that this tactic has just spread too far, and they couldn’t continue to ignore it. Unfortunately for the sites that were hit, the penalties were severe and wiped out impacted content. Regardless of how we feel about the outcome, this was not an empty threat, and SEOs need to take Google’s new guidelines seriously.

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18 Events and Conferences for Black Entrepreneurs in 2024

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18 Events and Conferences for Black Entrepreneurs in 2024

Welcome to Breaking the Blueprint — a blog series that dives into the unique business challenges and opportunities of underrepresented business owners and entrepreneurs. Learn how they’ve grown or scaled their businesses, explored entrepreneurial ventures within their companies, or created side hustles, and how their stories can inspire and inform your own success.

It can feel isolating if you’re the only one in the room who looks like you.

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