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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.

Download the Annual Marketing Review PDF


Watch an Overview of the AMR Process:


HubSpot Video


Business Goals

Your business goals for the year ahead in very high level terms:

  • Growth plans and % goals

  • New locations

  • New products

  • New services

  • New audiences


General campaign ideas for the year ahead eg:

  • ‘awareness campaign to promote our new XXX product’ or

  • ‘campaign to introduce us to a new audience/market of YYY’ or

  • ‘new brand unveiling’ or

  • ‘retention campaign to grow revenue per existing customer’

Content Strategy

(eg Are your personas up-to-date)

(eg Are there new content approaches you’d like to discuss and plan for the year)

(eg Are there new formats you’d like to work on eg video, podcast, infographic, etc)


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?


Are your current reports and dashboards delivering the visibility you need?

(What extra reporting is required - what can be removed)


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.


Get a sense of your top level budgets (approx monthly) for:

  • Strategy and planning

  • Content creation

  • Campaign promotion (ad platforms, social)

Download the Annual Marketing Review PDF

Start reviewing and planning for the year ahead


Download the Annual Marketing Review PDF











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