Annual Marketing Review (AMR)

Strategic and Tactical Planning for the Year Ahead

Purpose: To review the business goals, marketing campaigns, channels and plans for the year ahead.
An annual review of your digital marketing plans - ideal for ensuring we're all in-sync with marketing strategy and activities planned.

Annual Marketing Review

Format: Typically a 60-90 minute chat (either in-person or on a zoom call)

HubSpot Video


We meet with you to discuss your marketing plans for the year. We use a simple checklist doc  to go through each of the following areas - you can download/make a copy of the Doc from this link:

Annual Marketing Review (AMR) Google Doc

Business Goals

xen amr docIn very high level terms, we discuss your business goals for the year ahead eg:

  • Growth plans and % goals
  • New locations
  • New products
  • New services
  • New audiences


We chat through general campaign ideas you have in mind for the year ahead.
They can be very general at this stage 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’, etc

Content Strategy

In this section we want to review:

(eg Are your personas up-to-date)

( egAre 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)


Together we'll chat through 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)


We'll review your promotion channels (eg advertising, social, partner sites) to clarify the focus.

As part of this we'll discuss which channels to focus on, which to reduce, and which new ones to test.


Finally we get a sense of your top level budgets (approx monthly) for:

  • Strategy and planning
  • Content creation
  • Campaign promotion (ad platforms, social)

Next Steps

Contact us and we'll be in touch to answer any questions or schedule in your Annual Marketing Review session:

Related Services


Annual Marketing Review (AMR)

A detailed dive into your business goals and digital strategy, ideal for annual planning, or new site developments


Quarterly Business Review (QBR)

A quarterly review of your digital results, benchmarked to goals and a marketing scorecard, with high level planning for the next quarter


Digital Strategy Workshop

Work one-to-one with an experienced digital strategist to identify & prioritise digital marketing opportunities, conduct research and provide actionable insights


SEO Review

A detailed SEO audit and review of your site to highlight issues and opportunities


Content Strategy Planning

In-depth keyword research, combined with content gap analysis to deliver an actionable content plan


Attribution Audit

A complete review of your channels, campaigns and marketing technology platforms to determine what's working, what's not, and how to improve them.

HubSpot Video

Watch an overview of the AMR process


Contact Us

Sydney Office

XEN Systems
Suite 404 
56 Hercules Street
Chatswood NSW 2067 Australia

02 8006 4428
+61 2 8006 4428 (International)
Another happy client LG Energy

Impressed with XEN’s combination of strategic, technical and implementation skills

We initially engaged XEN to assist LG Solar & Energy to improve our lgenergy website SEO, however the project quickly grew to include strategy across paid and social channels as well, with a focus on driving leads.

With the site now gaining 1100 visits per day and providing more than 1200 new leads per month, the project has been a great success.

It has been a vital part of our 35% sales growth , compared to last year.

We've been impressed with XEN's combination of strategic, technical and implementation skills, and have now introduced them into other divisions across LG.

Markus Lambert

National Manager, Solar Sales, LG Electronics Australia Pty Ltd