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.


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

XEN Annual Marketing Review (AMR)


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:

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XEN Annual Marketing Review (AMR)

Watch an overview of the AMR process


Contact Us

Sydney Office

XEN Systems
Level 13 
465 Victoria Avenue
Chatswood NSW 2067 Australia

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

Knowledge is deep within so many areas, inbound, content, organic and paid search, social media, email, the list goes on

I've been working with Craig and his team for years and cannot recommend him highly enough. He always has the most up to date knowledge and truly understands the "why" behind many marketing strategies.His knowledge is deep within so many areas, inbound, content, organic and paid search, social media, email, the list goes on.

Having such a wide set of skills gives me comfort that whatever suggestions he has are well thought out and goal oriented, unlike so many fad marketing companies that only focus on a single channel or modality that suffer from "I have a hammer so everything must be a nail" type thinking. To top it off, Craig is one of the nicest guys you could meet. He's easy to work with, solutions focused and always gives in depth explanations into any campaign. I always learn something new after talking to Craig!

Adam Downer

Head of Digital