Free Resource
3-Month AI Marketing Planner
Your Quarterly Marketing System
Free resource from aibusinessaccelerator.au
Fill in the worksheets in order. Use the ChatGPT prompts at each step. Revisit and refill at the start of every quarter.
Part 1: Quarter Setup Worksheet
Complete this before generating any content calendars.
Quarter: [Q1 Jan–Mar / Q2 Apr–Jun / Q3 Jul–Sep / Q4 Oct–Dec] — Year: [____]
My one goal for this quarter: [Write one specific, measurable outcome. Not “get more clients.” Try: “book X new clients,” “grow email list to X,” “launch [service] with X bookings.”]
My target customer this quarter: [Who are you focusing on? Be specific: “small trades businesses in the Hunter Valley,” “first home buyers in inner-west Sydney,” “corporate HR managers in Brisbane CBD.”]
My 2–3 marketing channels this quarter: (Circle or list — pick only what you’ll actually do)
- Social media — Platform: ____________________
- Email newsletter
- Blog / website content
- Google Ads
- Google Business Profile
- Other: ____________________
My monthly themes:
| Month | Theme |
|---|---|
| Month 1: [name] | |
| Month 2: [name] | |
| Month 3: [name] |
My quarterly lead magnet: [What free resource will you create this quarter to grow your email list?]
Quarter Setup Prompt (Run First)
I run a [business type] in [city/region], Australia.
My target customers are [description].
My main service is [description].
My goal for the next 3 months is [specific goal].
Based on this, suggest:
1. The 2–3 marketing channels best suited to my goal and business type
2. A monthly theme for each of the next 3 months that builds toward my goal
3. The one most important marketing activity I should prioritise firstPart 2: Month 1 Content Calendar
Month: _________________ Theme: _________________
Week-by-Week Plan
| Week | Social Posts | Email Newsletter | Blog Post | Ads / Other |
|---|---|---|---|---|
| Week 1 | ||||
| Week 2 | ||||
| Week 3 | ||||
| Week 4 |
Month 1 CTA
What am I promoting this month?
The one action I want people to take:
Month 1 Calendar Prompt
Month: [Month name]. Theme: [your theme].
My marketing channels this month: [list].
Generate a content calendar for this month:
- [X] social media posts (mix of educational, promotional, and personal)
- 1 email newsletter (topic, suggested subject line, key sections)
- 1 blog post (topic, target keyword, brief outline)
[If running ads:] - Google Ads focus: one campaign theme and 3 headline ideas
Format as a week-by-week table.Part 3: Month 2 Content Calendar
Month: _________________ Theme: _________________
Week-by-Week Plan
| Week | Social Posts | Email Newsletter | Blog Post | Ads / Other |
|---|---|---|---|---|
| Week 1 | ||||
| Week 2 | ||||
| Week 3 | ||||
| Week 4 |
Month 2 CTA
What am I promoting this month?
The one action I want people to take:
(Use the same calendar prompt as Month 1, updated with Month 2 theme)
Part 4: Month 3 Content Calendar
Month: _________________ Theme: _________________
Week-by-Week Plan
| Week | Social Posts | Email Newsletter | Blog Post | Ads / Other |
|---|---|---|---|---|
| Week 1 | ||||
| Week 2 | ||||
| Week 3 | ||||
| Week 4 |
Month 3 CTA
What am I promoting this month?
The one action I want people to take:
(Use the same calendar prompt as Month 1, updated with Month 3 theme)
Part 5: Offer and CTA Planning Prompt
Run once per month to define what you’re promoting and the consistent message.
I want to promote [specific offer or service] in [Month].
Write:
1. A promotional theme for the month (what angle, what story)
2. The primary CTA for all content this month (one action: book, download, enquire, buy)
3. A special offer or incentive appropriate for my business type and the season
4. A 2-sentence promotional paragraph I can adapt for social, email, and website
My business: [type] in [city]. My audience: [description].Part 6: Monthly Review Worksheet
Complete at the end of each month. 20 minutes maximum.
Month: _________________
Results
| Metric | Target | Actual |
|---|---|---|
| Website visitors | ||
| Email subscribers | ||
| Enquiries received | ||
| New bookings / clients | ||
| Content published (count) |
What Worked
[1–3 things that produced results or felt right this month]
What Didn’t
[1–2 things that underperformed or weren’t worth the time]
One Thing to Change Next Month
[The single most important adjustment]
Monthly Review Prompt
Here are my marketing results for [month]:
- Website visitors: [X]
- Email subscribers: [X, up/down X from last month]
- Enquiries: [X]
- Content published: [list what you actually sent/posted]
- What seemed to work: [describe]
- What didn't: [describe]
Based on this:
1. What worked and why?
2. What should I do differently next month?
3. What one thing is most worth testing?Lead Magnet Brainstorm Prompt
Run once per quarter to identify your list-building asset.
My business is [type]. My target customer struggles with [top problem].
Suggest 5 lead magnet ideas — free resources or tools — that would:
1. Attract my ideal customer
2. Be valuable enough they'd give their email for it
3. Be achievable to create in under 2 hours using AI assistance
4. Be directly relevant to a problem they have before they need me
5. Feel genuinely useful, not like a veiled sales pitchQuick Reference: The 4 Core Prompts
| Step | What it does | When to run |
|---|---|---|
| Quarter Setup | Channels, themes, priority | Once at quarter start |
| Monthly Calendar | Week-by-week content plan | Once per month |
| Offer / CTA | Monthly promotion + message | Once per month |
| Monthly Review | What worked, what to change | End of each month |
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