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
Suite 404 
56 Hercules Street
Chatswood NSW 2067 Australia

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

Professionalism and timely response

Barker College have worked with Craig Bailey and XEN on two website projects. Most recently for the development of a new site for the School.

Craig's professionalism and timely response is always appreciated on projects such as this. From the preparation of the redirect mapping file, to liaising with the web developers and testing all the redirects pre and post go-live, Craig and his team contributed to a smooth launch of our new site.

Julie McAllister

Director of Communications, Barker College