This page brings together practical tools and planning resources created to support small businesses with offline marketing, visual consistency, and thoughtful brand presence.
These resources are designed to be used—not just downloaded—and to help you plan intentionally across seasons, touchpoints, and client interactions. Some tools are free, others are offered as premium templates, all built from real small business experience.
A. Planning & Strategy
SMB Year-Round Marketing Planner
A practical planning tool for reviewing, organizing, and scheduling offline marketing across the year.
Format: Google Sheet (working version) + PDF (overview)
Access: Free
Related reading: What is Small Business Marketing? Strategies for Growth
Seasonal Checklist
This checklist, complete with prompts, offers space for notes and is perfect for reflection and preparation during seasonal transitions.
Format: Google Sheet + PDF
Access: Free
Related reading: What is Seasonal Marketing? A Guide for Small Business Offline Success
Strategic Touchpoints – Offline – Online – Client Relationship
This overview of strategic touchpoints focuses on planning offline and online touchpoints, as well as client relationships.
Format: Google Sheet + PDF
Access: Free
Related reading: How to Build Brand Loyalty for a Small Local Business
B. Offline Branding Essentials
Calendar Magnet Checklist
A practical checklist outlining the essential information, branding elements, and design considerations that make calendar magnets effective and useful throughout the year.
Format: Checklist with notes Google Sheet + PDF
Access: Free
Related reading: Custom Calendar Magnets for Your Fridge – Stay top of Mind