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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

XEN AMR

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


Campaigns

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

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:

  • 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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