Marketing Plan Canvas

Use this skill to build, assemble, or audit a complete 9-square 1-Page Marketing Plan canvas for any small or medium business. Triggers when a user asks to c...

Security Scan

This instruction-only skill is coherent with its stated purpose: it orchestrates component marketing-skills to produce a 1-page marketing canvas and does not request credentials, binaries, or installation artifacts.

Purpose & Capability

The name/description (1-Page Marketing Plan canvas) matches the declared inputs, outputs, and dependent component skills. The listed dependencies (component skills for each square) are appropriate for an orchestrator/hub skill and there are no unexpected environment variables or binaries required.

Instruction Scope

SKILL.md directs the agent to gather a business description, integrate outputs from the dependent skills, and produce marketing-plan-canvas.md. This stays within the marketing/orchestration scope. Note: it requires Read and Write tools (document read/write), so it will read/write conversation/document artifacts and may invoke the listed component skills as needed — review those component skills if you install them, since they may request additional inputs or permissions.

Install Mechanism

No install spec and no code files — instruction-only skills do not write files or fetch remote code during install, which is the lowest-risk pattern.

Credentials

The skill requests no environment variables, credentials, or config paths. That is proportionate to a document-oriented orchestration skill.

Persistence & Privilege

always is false and model invocation is allowed (the platform default). The skill does not request permanent presence or system-wide configuration changes. Autonomous invocation combined with the dependency list is expected for an orchestrator, but verify each dependent skill's privileges before enabling them.

Assessment

This skill is an instruction-only orchestrator for building a marketing canvas and appears internally consistent. Before installing: (1) remember it will read and write document artifacts (marketing-plan-canvas.md) — avoid pasting sensitive credentials or customer PII into inputs; (2) it may autonomously invoke the listed component skills, so check those component skills' metadata for any extra permissions, env vars, or install steps you might not want; (3) since there is no code, there is no install-time code risk, but verify where generated documents are stored/exported by your agent to ensure they don't leak; (4) if you need fine-grained control, run the skill interactively rather than letting it run fully autonomous orchestration.

The 1-Page Marketing Plan Canvas

A meta-orchestrator that assembles all 9 squares of the direct response marketing lifecycle into a single canvas document. Covers the full prospect → lead → customer journey across three acts: Before (get them to KNOW you), During (get them to LIKE you and buy), After (get them to TRUST you, buy again, and refer others).

This skill works in three starting states — from nothing, from partial work, or as an audit of an existing plan — and always produces a single output document: marketing-plan-canvas.md.

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When to Use

Use this skill when the goal is the complete marketing system, not one piece. It is the entry point for any of these situations:

• Starting from scratch: no marketing plan, no clarity, just a business description
• Integrating partial work: some squares filled via other skills, but no unified view
• Auditing a broken plan: marketing exists but is random, fragmented, or not converting

Do NOT use this skill when the user wants deep work on a single square. Invoke the dedicated component skill directly for that (e.g., target-market-selection-pvp-index for square #1 alone).

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Context and Input Gathering

Before starting, determine the user's starting state:

Minimum viable input (always ask if absent):

• What does your business do, in one sentence?
• Who do you currently serve (rough description)?
• What do you sell, and at roughly what price?

Check for existing outputs from component skills. If the user has worked through any of the 9 dependent skills, those outputs become the content for the corresponding square. Ask:

"Have you worked through any of the individual marketing squares before? If so, share those documents and I'll integrate them. Otherwise I'll ask you the minimum question for each square."

For each square, the decision rule is:

1. IF a dedicated skill output exists → reference it, extract a 3-5 bullet summary for the canvas
2. ELSE IF the user wants depth on this square → invoke the dedicated skill before proceeding
3. ELSE → ask the minimum viable question and record the answer directly

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Process

Step 1 — Explain the Framework (WHY: shared vocabulary prevents wasted effort)

Orient the user before gathering any input. Explain:

The 1-Page Marketing Plan organizes all marketing into 9 squares across 3 acts, reflecting the 3 stages every customer passes through:

┌──────────────────────────────────────────────────────────────┐
│                  MY 1-PAGE MARKETING PLAN                     │
├─────────────────┬──────────────────┬────────────────────────┤
│  ACT I: BEFORE  │  (Prospect)      │  Goal: they KNOW you   │
├─────────────────┼──────────────────┼────────────────────────┤
│ #1 My Target    │ #2 My Message    │ #3 Media to            │
│    Market       │    to Them       │    Reach Them          │
├─────────────────┴──────────────────┴────────────────────────┤
│  ACT II: DURING │  (Lead)          │  Goal: they LIKE you   │
├─────────────────┬──────────────────┬────────────────────────┤
│ #4 Lead         │ #5 Lead          │ #6 Sales               │
│    Capture      │    Nurture       │    Conversion          │
├─────────────────┴──────────────────┴────────────────────────┤
│  ACT III: AFTER │  (Customer)      │  Goal: they TRUST you  │
├─────────────────┬──────────────────┬────────────────────────┤
│ #7 World-Class  │ #8 Increase      │ #9 Orchestrate         │
│    Experience   │    Customer LTV  │    Referrals           │
└─────────────────┴──────────────────┴────────────────────────┘

Key insight: this is a direct response framework for small and medium businesses. It is NOT mass marketing or branding. Every square is designed to produce a measurable, trackable result.

Step 2 — Assess Current State (WHY: avoid redoing completed work)

For each of the 9 squares, determine the status:

• Have: a skill output or documented answer exists
• Partial: some thinking done but not fully worked through
• Missing: no prior work

Present a quick status table to the user and confirm before proceeding.

Step 3 — Act I: Before (squares 1, 2, 3 in order)

WHY for the order: target market must be decided before writing a message, and media channel only makes sense once you know who you're reaching and what you're saying. Reversing this order is the definition of "random acts of marketing."

Square #1 — Target Market

• Skill: target-market-selection-pvp-index
• IF output exists → extract: primary target segment + customer avatar (3-5 bullets)
• ELSE IF user wants depth → invoke target-market-selection-pvp-index
• ELSE → ask: "Who is your primary target customer? Describe them in one sentence — their role, their problem, their situation."
• Note: irresistible-offer-builder outputs feed into the offer framing for this segment (cross-reference).

Square #2 — Message to Target Market

• Skill: marketing-message-and-usp-crafting
• IF output exists → extract: USP statement + headline (3-5 bullets)
• ELSE IF user wants depth → invoke marketing-message-and-usp-crafting
• ELSE → ask: "What is your unique selling proposition in 1-2 sentences? Why should your target customer choose you over every alternative, including doing nothing?"
• Note: irresistible-offer-builder is the cross-cutting input here — a strong offer makes the message concrete.

Square #3 — Advertising Media

• Skill: advertising-media-roi-framework
• IF output exists → extract: primary channels + budget allocation approach (3-5 bullets)
• ELSE IF user wants depth → invoke advertising-media-roi-framework
• ELSE → ask: "Where will you reach your target customers? Name 1-2 specific channels (e.g., Facebook ads, LinkedIn, local newspaper, email list, Google search)."

Step 4 — Act II: During (squares 4, 5, 6 in order)

WHY for the order: leads must be captured before they can be nurtured, and nurturing must happen before conversion. The sequence is the system.

Square #4 — Lead Capture

• Skill: lead-capture-ethical-bribe-design
• IF output exists → extract: lead magnet name + capture mechanism (3-5 bullets)
• ELSE IF user wants depth → invoke lead-capture-ethical-bribe-design
• ELSE → ask: "How do you capture interested prospects' contact details? What do you offer them in exchange (e.g., free report, checklist, webinar, free consultation)?"

Square #5 — Lead Nurture

• Skill: lead-nurture-sequence-design
• IF output exists → extract: nurture medium + sequence length + cadence (3-5 bullets)
• ELSE IF user wants depth → invoke lead-nurture-sequence-design
• ELSE → ask: "How do you follow up with leads who haven't bought yet? What's your current sequence (email, phone, direct mail) and how long does it run?"

Square #6 — Sales Conversion

• Skill: sales-conversion-trust-system
• IF output exists → extract: conversion mechanism + trust elements (3-5 bullets)
• ELSE IF user wants depth → invoke sales-conversion-trust-system
• ELSE → ask: "How do you convert a nurtured lead into a paying customer? What's the final step that gets someone to buy (sales call, proposal, checkout page, in-person meeting)?"
• Note: irresistible-offer-builder is a direct feed into square #6 — the offer structure determines conversion rate.

Step 5 — Act III: After (squares 7, 8, 9 in order)

WHY for the order: experience must exist before you can measure lifetime value, and referrals only happen when the experience is strong enough to earn recommendation. Act III is where most businesses leave the most money on the table.

Square #7 — World-Class Experience

• Skill: customer-experience-systems-design
• IF output exists → extract: key experience systems + wow moments (3-5 bullets)
• ELSE IF user wants depth → invoke customer-experience-systems-design
• ELSE → ask: "What happens after someone becomes a customer? How do you make sure they feel looked after and impressed — not just served?"

Square #8 — Increase Customer Lifetime Value

• Skill: customer-lifetime-value-growth
• IF output exists → extract: upsell/cross-sell paths + LTV levers (3-5 bullets)
• ELSE IF user wants depth → invoke customer-lifetime-value-growth
• ELSE → ask: "What do customers buy after their first purchase? Do you have a higher-tier offer, a subscription, or a natural next product they should move to?"

Square #9 — Orchestrate and Stimulate Referrals

• Skill: referral-system-design
• IF output exists → extract: referral mechanism + incentive structure (3-5 bullets)
• ELSE IF user wants depth → invoke referral-system-design
• ELSE → ask: "How do you generate referrals? Is there a systematic process, or does it happen by accident when a happy customer mentions you?"

Step 6 — Coherence Review (WHY: incoherent plans waste money faster than no plan)

Before writing the canvas document, check:

1. Market ↔ Message match: Does the USP in square #2 speak directly to the pain of the target in square #1? If they are misaligned, the advertising in square #3 will reach the right people but say the wrong thing.

2. Message ↔ Media match: Does the channel in square #3 actually reach the target from square #1? (Example: LinkedIn reaches B2B professionals; Facebook reaches consumers and local businesses. Wrong channel = broadcasting to the wrong audience.)

3. Lead magnet ↔ Target match: Does the ethical bribe in square #4 appeal to the specific target from square #1? A generic lead magnet attracts generic, low-quality leads.

4. Offer ↔ Message consistency: Does the irresistible offer (cross- cutting) back up the promise made in square #2? The message sets expectations; the offer must fulfil them.

5. After phase completeness: At least one element should exist in each of squares 7, 8, and 9. A business that excels at Before and During but ignores After is leaving its most profitable customers under-served.

Flag any misalignments to the user before writing the canvas. Suggest the appropriate dedicated skill to resolve each gap, or ask the minimum corrective question.

Step 7 — Write marketing-plan-canvas.md (WHY: a plan that exists only in conversation cannot be executed)

Produce the single output document. Format:

# My 1-Page Marketing Plan
Business: [name]
Date: [date]
Status: [Draft / In Progress / Live]

---

## ACT I: BEFORE — Getting Prospects to KNOW You

| Square | Content |
|--------|---------|
| #1 Target Market | [3-5 bullets from skill output or user input] |
| #2 Message | [3-5 bullets: USP, headline, core promise] |
| #3 Media | [Top 1-2 channels, allocation rationale] |

---

## ACT II: DURING — Getting Leads to LIKE You and Buy

| Square | Content |
|--------|---------|
| #4 Lead Capture | [Lead magnet name, capture mechanism] |
| #5 Lead Nurture | [Sequence summary: medium, cadence, length] |
| #6 Sales Conversion | [Conversion mechanism, trust elements, offer summary] |

---

## ACT III: AFTER — Getting Customers to TRUST You, Buy Again, Refer

| Square | Content |
|--------|---------|
| #7 World-Class Experience | [Key experience systems, wow moments] |
| #8 Increase Customer LTV | [Upsell path, retention mechanism, subscription offer] |
| #9 Orchestrate Referrals | [Referral mechanism, incentive, timing] |

---

## Cross-Cutting: Irresistible Offer
[Summary of offer structure — feeds squares #2 and #6]
Source: irresistible-offer-builder skill output (if available)

---

## Coherence Notes
[Any misalignments flagged in Step 6, with recommended next actions]

---

## Next Actions
[Prioritized list: which squares need deeper work via dedicated skills]

For each square, if a dedicated skill output exists, add a reference link: → Full detail: skills/[skill-name]/[output-file].md

Step 8 — Apply the 80% Principle (WHY: a shipped plan beats a perfect draft)

After writing the canvas, make this explicit to the user:

"This plan is ready to execute. It is 80% complete — and 80% out the door beats 100% in the drawer every time. Marketing is not an event; it is a process. Start executing Act I immediately. Refine as you get real-world feedback. The squares that are thin will become clearer once you are in market."

Identify the single highest-leverage next action (usually: get the target market clear first if missing, or start running Act I media if it exists).

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Inputs

Minimum required:

• Business description (one paragraph): what the business does, who it serves, what it sells

Higher-value inputs (optional, but each one reduces the questions asked):

• Outputs from any of the 10 dependent skills (in full or as summaries)
• Current marketing assets: ads, lead magnets, email sequences, sales scripts, onboarding processes

Not required:

• Prior marketing experience
• Large budget
• A completed business plan

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Outputs

Primary output:

• marketing-plan-canvas.md — single document with all 9 squares filled at minimum viable detail, plus coherence notes and next actions

The output has two levels of completeness:

• Minimum viable canvas: all 9 squares answered with 3-5 bullets each, gathered directly from user in this skill. Fast to produce; good enough to start executing.
• Integrated canvas: 9 squares populated from dedicated skill outputs, with references to full detail documents. Deeper; better for businesses that have worked through the component skills.

Both are valid outputs of this skill. The goal is a canvas that can be stuck on a wall and used to guide daily marketing decisions.

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Key Principles

Systematic, not random Random acts of marketing — trying Facebook ads this week, a podcast next week, a direct mail campaign the month after — with no connecting strategy is the single biggest reason small business marketing fails. The 9-square canvas is the strategy that connects all tactics.

Direct response, not mass marketing This framework is designed for small and medium businesses. It is NOT brand marketing. Every element must be trackable and measurable. If you cannot measure whether a square is working, it is not a direct response element — revisit it.

80% ships, 100% stays in the drawer Paralysis by analysis kills more marketing plans than bad strategy. A good-enough plan executed today beats a perfect plan executed never. Set a deadline: this canvas must be complete within one session. Gaps become the next iteration, not a reason to delay.

Iterate, don't perfect The first version of the canvas is a hypothesis. Real customers will tell you what to change. Treat the canvas as a living document — review it quarterly, update squares that are underperforming, and add depth via dedicated skills when a specific square becomes a bottleneck.

Marketing is a process, not an event High-growth businesses make marketing a daily routine. Failed businesses treat marketing as something they do when revenue drops. The canvas gives you the system; you provide the consistent execution.

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Examples

Example A — Starting from Scratch

Situation: User runs a bookkeeping business for small trades businesses (plumbers, electricians). No marketing plan. Gets clients by word of mouth.

How this skill runs:

1. Explain the 3-act framework.
2. Assess: all 9 squares missing.
3. Ask the minimum question for each square — takes ~15 minutes.
4. Coherence check: confirm the message in #2 speaks to tradesperson pain (cash flow visibility, ATO compliance stress) not generic bookkeeping.
5. Write canvas: minimum viable, 9 squares filled with user's answers.
6. Flag: square #5 (nurture) is thin — recommend invoking lead-nurture-sequence-design as next step.
7. Ship the plan. Identify Act I (LinkedIn for local trades) as first execution priority.

Example B — Integrating Existing Work

Situation: User has outputs from target-market-selection-pvp-index, marketing-message-and-usp-crafting, and irresistible-offer-builder. Squares #1, #2, and the cross-cutting offer are done. Squares #3-9 need work.

How this skill runs:

1. Read in the three existing skill outputs.
2. Assess: #1 and #2 have full outputs; cross-cutting offer done.
3. Summarize #1 and #2 into canvas format (3-5 bullets each).
4. Ask minimum questions for squares #3-9.
5. Coherence check: verify the offer (from irresistible-offer-builder) is consistent with the message in #2.
6. Write integrated canvas with references to the two full skill outputs.
7. Prioritize: squares #4 and #5 are thin — recommend lead-capture-ethical-bribe-design and lead-nurture-sequence-design.

Example C — Auditing a Broken Plan

Situation: User has been running Facebook ads for 6 months with no results. They have a landing page, some emails, and a sales process. Their marketing "isn't working."

How this skill runs:

1. Map what they have to the 9 squares.
2. Assessment reveals: square #1 is vague ("small business owners"), #2 has no USP (their ads look like mass marketing), #3 is Facebook only with no tracking.
3. Coherence failure: message (#2) is generic; media (#3) is running but without a targeted message, it attracts low-quality leads.
4. The root cause is that squares #1 and #2 are broken — not the Facebook channel.
5. Recommend: invoke target-market-selection-pvp-index to sharpen the niche, then marketing-message-and-usp-crafting to rebuild the message before spending another dollar on ads.
6. Write an audit canvas documenting current state and gap analysis.

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References

• target-market-selection-pvp-index — square #1: niche selection with the PVP Index (Personal fulfillment, Value, Profitability)
• marketing-message-and-usp-crafting — square #2: unique selling proposition, headline, and message construction
• advertising-media-roi-framework — square #3: channel selection and media ROI measurement
• lead-capture-ethical-bribe-design — square #4: lead magnets and ethical bribe design
• lead-nurture-sequence-design — square #5: multi-touch nurture sequences for unconverted leads
• sales-conversion-trust-system — square #6: trust-building conversion systems for the final buying decision
• customer-experience-systems-design — square #7: world-class experience delivery systems
• customer-lifetime-value-growth — square #8: upsell, cross-sell, and retention mechanisms
• referral-system-design — square #9: systematic referral orchestration
• irresistible-offer-builder — cross-cutting: offer construction that feeds squares #2 (message) and #6 (conversion)
• Source: The 1-Page Marketing Plan by Allan Dib — Introduction (framework, canvas, 3 acts), Conclusion (anti-patterns, 80% principle, marketing-as-process). Canvas downloadable at 1pmp.com.

License

This skill is licensed under CC-BY-SA-4.0. Source: BookForge — The 1-Page Marketing Plan by Allan Dib.

Related BookForge Skills

Install related skills from ClawhHub:

• clawhub install bookforge-target-market-selection-pvp-index
• clawhub install bookforge-marketing-message-and-usp-crafting
• clawhub install bookforge-irresistible-offer-builder
• clawhub install bookforge-advertising-media-roi-framework
• clawhub install bookforge-lead-capture-ethical-bribe-design
• clawhub install bookforge-lead-nurture-sequence-design
• clawhub install bookforge-sales-conversion-trust-system
• clawhub install bookforge-customer-experience-systems-design
• clawhub install bookforge-customer-lifetime-value-growth
• clawhub install bookforge-referral-system-design

Or install the full book set from GitHub: bookforge-skills