Monthly Marketing Review Template

MARKETING REVIEW — [Month Year] — [Business Name]
Reviewed by: [Your Name]  Date: [Date]

1. THE NUMBERS (10 minutes)
Leads: [Number] (last month: [Number])
Customers: [Number] (last month: [Number])
Conversion rate: [X]% (last month: [X]%)
Revenue: [Amount] (last month: [Amount])
Marketing spend: [Amount]
Cost per lead: [Amount]

2. WHAT WE DID (10 minutes)
Planned activities completed: [Number] of [Number]
- [Activity] — [result]
- [Activity] — [result]
- [Activity] — [result]
Not completed and why: [list]

3. WHAT WORKED (5 minutes)
Best-performing activity: [activity] — [evidence]
Best channel by customers won: [channel]
Surprising result: [observation]

4. WHAT DIDN'T (5 minutes)
Weakest activity: [activity] — [evidence]
Money spent with no return: [Amount] on [activity]
Why we think it underperformed: [assessment]

5. WHAT WE'RE HEARING (5 minutes)
Common question from leads: [question]
Common objection: [objection]
Notable customer feedback: [feedback]

6. DECISIONS FOR NEXT MONTH (10 minutes)
STOP: [activity] — because [reason]
START: [activity] — because [reason]
CONTINUE: [activity] — because [reason]
TEST: [experiment] — success looks like [measure]

NEXT MONTH'S TARGETS
Leads: [Number] | Customers: [Number] | Revenue: [Amount]

Next review: [Date]