Promo Calendar for Beginners: A 12-Month Yearly Board for Small Shops to Plan Peak Months Early

Marketing & Sales

Promo Calendar for Beginners: A 12-Month Yearly Board for Small Shops to Plan Peak Months Early

This promo calendar template for beginners helps small shops and online stores line up 12 months of events and last year's sales at the start of the year. The whiteboard has four pages. Page 1 sorts last year's sales into high, average, and low months and gathers ideas. Page 2 lays out events and ideas in two tables, January to June and July to December. Page 3 sorts ideas by sales potential and prep effort and picks three focus months. Page 4 adds dates and owners to a prep timeline. The task board has five columns - waiting to prepare, preparing, promoting, checking results, and done - with 4 parent tasks and 3 subtasks each. A promo calendar decides in advance which month to push which products. Grow your best months, fill slow months with ideas, and start prep about two months ahead. It works for a solo owner or with a private team.

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promo calendar annual promotion plan small shop seasonal events for beginners
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① Your shop and customers (start here) ② Months with high sales last year ③ Average months ④ Months with low sales last year ⑥ January to June (fill in from the s... ⑦ July to December (write it the same... ⑧ Sort your ideas (place the ideas fr... Big potential × lots of prep Big potential × little prep Small potential × lots of prep Small potential × little prep ⑨ Pick 3 focus months (from the top t... ⑩ Skipped ideas (reason and what to r... ⑫ Schedule and owners (put the flow o... ⑬ Monthly check ⑭ Results of finished promotions ⑮ Notes for next year Promo Calendar: 1... How to use (4 pag... Peak months and t... Decisions and owners Slow months and p... Ideas and insights 1/4 Review last year'... Ctrl+F / ⌘F : 2/4... → 2/4 2/4 Plan all 12 months ↙ 3/4 About your shope.g. A small bakery by the station, run by the owner and two family members Main customerse.g. Local families, and commuters who stop in on weekday mornings This year's aime.g. Have fewer slow months (period: January to December) e.g. May (Mother's Day, 1.5 times an average month) e.g. December (Christmas cake orders) Add one line on why it sold well Copy from the register records or sales books e.g. March and April (a small lift from new routines) e.g. July, October, and November Mark months that could grow with a little effort If you ran a promotion last year, write its name e.g. January and February (cold weather, fewer visits) e.g. June (many rainy days) e.g. August and September (heat keeps people away) If you know why sales were low, note it ⑤ Promotion seeds... Seasons e.g. Spring, new routines, school start e.g. Rainy season, summer heat e.g. New autumn foods Events e.g. Mother's Day, Father's Day e.g. Halloween e.g. Christmas Shop anniversaries e.g. The day we opened (November) e.g. Launch day of a popular item e.g. A day to thank customers Jan Feb Mar Apr May Jun Last year's sales Low Low Average Average High Low Events and seasons New Year Valentine's Day Spring, graduation New school term Memorial Day, Mother's Day Rainy season, Father's Day Promotion idea e.g. Lucky bags e.g. Gift special e.g. Celebration set e.g. New routine support e.g. Mother's Day gifts e.g. Rainy-day discount Jul Aug Sep Oct Nov Dec Last year's sales Average Low Low Average Average High Events and seasons Summer break Summer heat, vacations Back to school Halloween Shop anniversary Christmas, year end Promotion idea e.g. Summer limited item e.g. Cold new product e.g. Back-to-school gifts e.g. Costume discount e.g. Anniversary sale e.g. Year-end gifts 3/4 Pick your focus m... → 4/4 4/4 Prepare ahead of ... 縦軸: Sales potenti... e.g. December year-end gifts. Prepare two months ahead and it can be a focus month. e.g. May Mother's Day gifts. The first one to pick. Reuse last year's version with small changes. e.g. October costume discount. Skip it this year and note the reason on ⑩. e.g. June rainy-day discount. Keep it small with just a sign in the shop. Month Promotion Target number Why chosen Grow a peak month e.g. May Mother's Day gifts e.g. 80 gifts Sold 60 last year Fill a slow month e.g. February Gift special e.g. 10% more visitors The slowest month of the year Third month e.g. December Year-end gifts e.g. 50 pre-orders Lots of prep, but big potential Skipped ideae.g. October costume discount Why we skipped ite.g. Three of us cannot prepare costumes and decorations in time Condition to revisit next yeare.g. Bring it back if two more people can help ⑪ Prep timeline (... Start (2 months before) e.g. For a May promotion, start prep on March 1 Phase 1 Decide the plan e.g. Within two weeks, fix the content and quantity Phase 2 Order materials e.g. Order wrapping and cards by six weeks before Phase 3 Announce e.g. From one month before, post in-store signs and on social media Phase 4 The week itself e.g. Make more, and count what sells every day Goal The target number e.g. 80 gifts (the number from ⑨) Prep starts Announcement starts Owner Results date e.g. May promotion e.g. March 1 e.g. April 10 Owner: ____ e.g. May 31 e.g. February pro... e.g. December 1 e.g. January 10 Owner: ____ e.g. February 28 e.g. December pro... e.g. October 1 e.g. November 10 Owner: ____ e.g. December 31 e.g. At each month-end, read tables ⑥⑦ and start prep for two months ahead e.g. If prep falls behind, shrink the promotion instead of moving the date Pick one day for the check and write it down e.g. 78 Mother's Day gifts (target was 80) e.g. Many first-time customers came Write it next to the target number from ⑨ e.g. Order wrapping one week earlier e.g. Visitors did not grow in February, so try another idea Reread this when you write ①–⑤ next year → 2/4 Plan all 12 months ↙ 3/4 Pick your focus m... → 4/4 Prepare ahead of ...
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Task board contents

Waiting to prepare 16 items

Review last year
Plan all 12 months
Pick 3 key months
Prepare ahead
Describe your shop
Sort months into 3
Brainstorm ideas
Fill in Jan–Jun
Fill in Jul–Dec
Fix empty months
Sort ideas in 4
Set months, goals
Keep skipped ideas
Apply the timeline
Set dates, owners
Check monthly

Preparing 0 items

Promoting 0 items

Checking results 0 items

Done 0 items

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