How to create a tour marketing plan for fishing charters

Carla Vianna
Carla Vianna
Share on
How to create a tour marketing plan for fishing charters

Creating a marketing plan for a fishing charter company involves more than just setting goals and running campaigns. It requires a strategic roadmap that targets, engages, and retains a solid customer base. This guide covers the nuts and bolts of marketing for fishing charters, giving you a comprehensive framework to boost your bookings and effectively grow your business in this competitive industry.

A successful marketing plan is built based on clear, measurable goals. These objectives guide every action and help assess what works and what needs adjustment. For a fishing charter business, goals include increasing seasonal bookings, improving customer retention rates, or maximizing tour capacity.

We recommend using the SMART model or identifying goals that are Specific, Measurable, Attainable, Relevant, and Time-related. In real life, this might mean setting a goal to increase booking rates during the off-season by 15% within six months.

Let’s further break it down below:

  • Specific: Does your goal refer to a concrete and specific area of your business? (e.g. conversion rates)
  • Measurable: Can you measure your goal using quantitative or qualitative data?
  • Attainable: Can you (or your employees) achieve this goal?
  • Relevant: Does the goal apply to your helicopter tour’s specific problem?
  • Time-related: What is your deadline for achieving your goal?

OKRs vs. KPIs 

OKRs (Objectives and Key Results) and KPIs (Key Performance Indicators) are goal-setting frameworks used to measure performance. Yet, they function differently in their structure and application.

OKRs focus on achieving specific, measurable outcomes tied to broader objectives. They are often more aspirational and set a clear direction for the team. For example, a fishing charter company might set a goal to decrease booking abandonments by 15%, with key results including metrics such as the number of website visits, total completed bookings, and cart abandonment rate.

OKRs are great for aspirational goal-setting and aligning your team toward a common purpose. However, they can only be implemented effectively with proper organizational communication. Setting overly ambitious goals can lead to demotivation among your staff, so focusing on clear and concise goals may be the better move.

KPIs are specific metrics used to track and measure the performance of various business aspects, including sales, marketing, and customer satisfaction.  Unlike OKRs, which often push for ambitious change, KPIs monitor ongoing performance and operational health, providing a clear, real-time snapshot of specific areas of your business.

A fishing charter company, for instance, would measure customer satisfaction after a completed fishing excursion to gauge whether the experience met the guest’s expectations. Other relevant metrics include booking conversion rate, customer acquisition cost, and crew utilization.

KPIs provide a clear snapshot of performance, enabling businesses to identify areas for improvement and make data-driven decisions. Yet focusing solely on KPIs without a broader strategic objective may lead to neglecting long-term goals in favor of short-term gains. 

Know your customers

As a fishing charter company, understanding your customers means identifying who they are, what motivates them, and how they prefer to book their trips. You want to think of questions like, “Are my guests eco-tourists looking for sustainable fishing practices?” or “Are families or corporations often reaching out for tours?”

Understanding these demographics allows you to customize your offers. Suppose surveys show many guests are interested in eco-friendly fishing trips. In response, you could offer environmentally conscious charters focused on sustainable fishing practices.

How to do customer research

How does one go about finding these answers? Here are a few ways you can start getting to know your customers:

  • Post-visit Surveys and Feedback Forms: Survey existing customers about their favorite parts of your trips, areas for improvement, and what they would like to see in the future.
  • Analyze Competitor Offerings: Observe the services offered by other successful fishing charters. What’s unique about them? What are customers raving about?
  • Social Media Listening: Follow fishing-related hashtags and engage with online communities. Monitor mentions of your brand online, including comments left on your social pages.

The 4 phases of a successful marketing plan for a fishing charter

A successful marketing plan involves navigating through four key phases: Attract, Convert, Retain, and Analyze. This framework is beneficial because it offers a structured approach to driving growth. When your company has a clear roadmap for how to approach marketing, there’s less room for error — and more room for experimentation.

Each phase addresses a key component of the marketing funnel:

  1. Attracting (Top of Funnel or TOFU)
  2. Converting (Middle of Funnel or MOFU)
  3. Retaining and Delighting (Customer loyalty)
  4.  Analyzing

Let’s explore each phase in detail, highlighting strategies tailored to fishing charter companies.

Attract — Top of Funnel (TOFU) 

This phase focuses on building awareness of your fishing charter business. The goal is to reach as many potential customers as possible and spark their interest through the following strategies.

  • SEO Optimization: Optimize your website with keywords like “fishing charters near [location].”
  • Content Creation: Create blog posts showcasing fishing tips or the types of fish commonly caught on your tours, focusing on keywords your guests would search for on Google. 
  • Social Media Campaigns: Share beautiful photos of catches and scenic views to attract fishing lovers to your social pages. For example, you may post drone footage of a fishing trip on Instagram to showcase breathtaking views and big catches, enticing viewers to book.
  • Partnerships: Collaborate with local resorts and tourism boards to promote your services.

Convert — Middle of Funnel (MOFU)

Welcome to the conversion phase, where you’ll turn interested leads into paying customers. How do you drive conversions? This is when you provide them with all the information necessary to convince them to book your fishing charter.

  • User-Friendly Booking System: Streamline the booking process using software that simplifies payment and allows for personalized packages, such as private charters.
  • Testimonials and Reviews: Highlight positive customer reviews and case studies to build trust with potential customers.
  • Limited-Time Offers: Offer exclusive deals or discounts for early bookings or larger groups. For instance, you could introduce an early-bird discount for customers who book at least two weeks in advance.

Retain and Delight — Customer Satisfaction and Retention

Customer satisfaction and retention go hand in hand: Happy customers become repeat customers and loyal advocates for your brand.

  • Follow-Up Communications: Send thank-you emails, surveys, and special offers after trips to maintain relationships.
  • Loyalty Programs: Offer repeat customers incentives such as discounted rates, priority bookings, or complimentary upgrades.
  • Personalized Experiences: Tailor trips based on past customer preferences (e.g., targeting deep-sea fishing enthusiasts with specific charters).

Analyze

The final phase of the marketing plan is focused on analyzing performance. Here, we’ll break down specific metrics that are worth tracking, as they can give you a solid idea of how effective your marketing plan is.

  • Track Conversion Rates: Monitor website traffic and conversion rates, focusing on which marketing channels generate the most bookings. 
  • Customer Feedback: Use post-trip surveys to gather insights and identify areas for improvement. Also, encourage guests to leave reviews on Tripadvisor or other platforms where your business is featured.
  • Adjust Marketing Campaigns: Test different messages, offers, or channels and decide what works best. For example, analyze which social media ads drive the most bookings, then allocate more budget to those channels.

***

Reeling in new customers and turning them into loyal fans isn’t something that happens overnight. But with a marketing plan tailored to hook your target audience, your company is set to speed up the process. “Attract, convert, retain, and analyze” aren’t just buzzwords. This framework can be your go-to strategy for growth, ensuring that your fishing boats are consistently reaching their full capacity.

·

Writer Carla Vianna

Carla Vianna

Related Articles

How to get more direct bookings for your fishing charter

How to get more direct bookings for your fishing charter

Online Travel Agencies (OTAs) like Expedia are powerful tools for getting your tours in front of a global audience. Two-thirds

Read the story
Big Boat Tour Industry Statistics 

Big Boat Tour Industry Statistics 

Among unpredictable demand and rising fuel costs, the big boat tour industry has charted a resilient course since 2020.  From

Read the story
Duck Boat Tours Statistics Overview

Duck Boat Tours Statistics Overview

Starting a duck boat business can be an exciting leap into the tour industry.  The true origin of duck boat

Read the story

Free Demo

Transform your
business now.

Free Demo Free demo