Annual Marketing Review (AMR)
Strategic and Tactical Planning for the Year Ahead
Review Your Marketing Plans
Review your business goals, marketing campaigns, channels and plans for the year ahead.
Download our simple checklist PDF to get started.
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These sessions have been pivotal
I'm eager to share my experience working with XEN for our digital marketing, and in particular the Annual Marketing Review sessions. If you haven’t yet engaged in these workshops I would strongly recommend doing so to strengthen your yearly planning process. Led by the XEN team, these sessions have been pivotal in bringing together our marketing team, aligning on certain ideas while challenging others, and offering clarity on our priorities for the year ahead. We always come out with actionable next steps that extend beyond the digital realm, often supporting our company’s strategic initiatives across various functions
Jade Coote
Head of Marketing
Brother International (Aust) Pty Ltd
Watch an Overview of the AMR Process:
What we'll cover
Business Goals
Your business goals for the year ahead in very high level terms:
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Growth plans and % goals
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New locations
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New products
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New services
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New audiences
Campaigns
General campaign ideas for the year ahead eg:
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‘awareness campaign to promote our new XXX product’ or
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‘campaign to introduce us to a new audience/market of YYY’ or
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‘new brand unveiling’ or
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‘retention campaign to grow revenue per existing customer’
Content Strategy
Audiences/Personas
(eg Are your personas up-to-date)
Topics
(eg Are there new content approaches you’d like to discuss and plan for the year)
Formats
(eg Are there new formats you’d like to work on eg video, podcast, infographic, etc)
Funnels
What stages of the lifecycle are working well and what needs work. (ie how do we best ‘solve for the problem’?)
Example: Do you have a traffic problem? Do you have a leads problem? Do you have a sales problem?
Reporting
Are your current reports and dashboards delivering the visibility you need?
(What extra reporting is required - what can be removed)
Channels
Review your promotion channels (eg advertising, social, partner sites) to clarify the focus.
Review which channels to focus on, which to reduce, and which new ones to test.
Budgets
Get a sense of your top level budgets (approx monthly) for:
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Strategy and planning
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Content creation
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Campaign promotion (ad platforms, social)
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