Personal Finance Coaching
Marketing Mix
Personal Finance Coaching 4P's Marketing Mix
You're building a personal finance coaching marketing plan tailored for young professionals and families; this 4P's template maps Product, Price, Place, and Promotion to coaching services, workshops, and courses so you can launch offers that convert.
What is included in the product
Written 4P's Marketing Mix in Word
This Word-format 4P's Marketing Mix Analysis Template is a detailed, comprehensive, professionally written document covering Product, Price, Place, and Promotion with strategic insights, examples, and business-specific context.
Customizable Excel Spreadsheet
The Excel version provides a high-level, at-a-glance summary of the full analysis in a clean, editable spreadsheet-ideal for quick reviews, presentations, or internal planning.
Comprehensive Marketing Mix Framework
The 4P's Marketing Mix template offers a clear breakdown of Product, Price, Place, and Promotion to help you design a full-spectrum marketing strategy aligned with client needs and measurable goals.
100% Customizable & Editable in Excel
The Excel file is fully editable so you can change formulas, tweak assumptions, and adapt every section to your coaching model without design or coding skills.
Business-Idea Specific & Pre-Written Template
This template is pre-written for personal finance coaching, with language, examples, and structures that reflect coaching packages, workshops, and online course sales-saving you hours of writing.
Instant Download & Immediate Access
Get the Word and Excel files instantly after purchase so you can open, edit, and present your marketing mix right away-no subscriptions, no waiting.
Professional, Visually Engaging Layout
The layout is clean and presentation-ready, with consistent headings, tables, and charts to communicate strategy clearly to clients, partners, or stakeholders.
Product Strategy Framework
The product section helps you define coaching offers, core outcomes, positioning, and differentiators so services match client needs and create clear value propositions.
Pricing Strategy & Profitability Model
The pricing module lets you test hourly, package, and subscription pricing; it includes margin calculations and simple breakeven for session and course revenue.
Time-Saving & Easy-To-Use Format
Pre-filled sections and sample copy let you complete a marketing plan quickly-ideal when you need a polished strategy without starting from scratch.
Investor & Stakeholder-Ready Presentation
The files are structured to present clearly to investors, partners, or HR buyers, with executive summary, revenue assumptions, and KPI visuals for quick evaluation.
How to Use the Template
Download
After your purchase, simply download the files and open them with your preferred software, such as Microsoft Office or Google Docs. No special setup or technical expertise required-just get started right away.
Customize
Update any details, text, or numbers to reflect your specific business idea or scenario. The templates are fully editable, allowing you to personalize content, add or remove sections, and adjust formatting as needed.
Save & Organize
Once your templates are customized, save your final versions in your preferred folders or cloud storage. Organize your files for quick access and future updates, making it easy to keep your business documents up to date.
Share or Present
Export, print, or email your finalized files to showcase your document. Present your professional documents in meetings or submissions, supporting your business goals and decision-making process.
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Frequently Asked Questions
It provides a structured framework to analyze and plan all key marketing elements-Product, Price, Place, and Promotion-tailored to the digital format and customer needs.