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Weekly Marketing Strategy and Projects Review Template

Use this marketing strategy agenda to review the team’s progress on paid acquisition, content marketing, partnerships, and other marketing channels

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Weekly Marketing Strategy and Projects Review Overview

It’s essential that a marketing team be in consistent communication at all times, primarily when there are larger projects in the works. A weekly marketing meeting is a substantial piece of that communication, as it’s typical for marketing goals and visions to shift, and the entire team has to be aware of those changes. 

Your weekly marketing strategy can be virtual or in person, but it’s crucial that every member of the team attend. The weekly marketing strategy and project overview meeting should discuss marketing results within the past week, as well as generate actionable marketing insights while determining where everyone stands in their piece of the project puzzle. 

A weekly review template can help you stay on track during these important meetings, streamlining the discussion and keeping the focus on the workflow. Your marketing team plays an undeniably important role in your company, and it’s crucial that these meetings take place and focus on what can be done to achieve goals, along with what isn’t currently working. 

You will want to focus on structure and leads, as well as traffic metrics and team input. Always leave plenty of time for your marketing team to talk during these weekly meetings. 

How to Run an Effective Marketing Strategy and Projects Review Meeting

The key to running any meeting effectively is preparation. By utilizing a week review template, you can map out the discussion and the talking points you’d like to touch on. You can successfully prepare for this meeting by gathering the marketing analytics from the previous week so you can evaluate that activity. 

Talk to your team about website traffic, conversions, cost per lead, and whatever else your business specifically emphasizes on your analytics dashboard. Team members should be informed beforehand of the information they’re expected to bring to the table, and you’ll want to have a loose plan in place set for the next meeting as well, solidifying those aspects from the stats you take away from the current meeting.

Using your marketing analytics correctly will optimize and personalize the journey your customer takes, resulting in more conversions and sales. This is the main reason that holding a weekly marketing strategy and project review meeting is so important. Project planning and determining the status of current projects are also vital to success, so ensure that you leave space to touch on these as well. 

What’s inside this Weekly Marketing Strategy and Projects Review Template:

“Ignoring online marketing is like opening a business and not telling anybody” – KB Marketing

There’s no doubt that each of these sections will help your meeting move along in a collected and productive fashion. Use it to review your notes while you speak, as well as to jot down important takeaways during your weekly gathering. 

1💲Revenue metrics

Review the MRR/ARR and churn metrics. Discuss the growth trajectory and seasonality trends.

Discuss the common revenue metrics that your business should be monitoring, such as customer acquisition cost, customer lifetime value, net customer worth, the metrics that make up your digital funnel, and conversion rates. Your marketing analytics will reveal new information to you constantly, so be prepared to make changes as new statistics come in.

2🚰 Funnel metrics

Check the number of total and qualified leads for the past and ongoing week.

This is where you’ll talk a bit about your funnel metrics, including volume, velocity, and conversion rates. These metrics discuss the number of leads in all stages of your sales funnel, so if you don’t have that immediate information, ensure that you bring someone in that does and that they’re prepared to present.

3👥TOFU metrics

Review the TOFU metrics (total number of unique users who visited the main page, blog, etc).

Your top-of-the-funnel (TOFU) metrics should include reach, engagement, consumption, and retention metrics. This section should also include brand recall. Overall, this is where you’ll determine what methods your company should explore to move customers further into your sales funnel. This is where initial engagement is measured. 

4📈 Paid acquisition metrics

“The best marketing doesn’t feel like marketing” – Tom Fishburne

There are plenty of ways to track customer acquisition, but you should place a heavy focus, and allow for plenty of discussions) for sales and marketing costs and how those pertain to the number of new customers your company converts Spend some time here because this section sums up whether or not your paid efforts are costing you too much.

Check-in on the performance of paid acquisition campaigns (Google, Facebook, and Twitter ads).

5📝 Content marketing updates

Review the content team’s work and discuss the objectives for this and the following weeks.

Content is king, so this is where you’ll discuss your current content marketing efforts and how you can advance them to coincide with upcoming projects. This is a good place to discuss the content calendar, albeit briefly, because that focus may be better in a marketing and content creation meeting.

6🔍 SEO project updates

Discuss the ongoing SEO projects.

Regardless of the creative talent present on your marketing team, your SEO tactics have to be clear and on-point. Discuss your latest SEO strategy here, and how it can change to resonate with your target audience. SEO is right under content when it comes to marketing strategies, so ensure that everyone is on the same page.

7💫 Paid acquisition updates

Discuss the priorities for the paid acquisition campaigns and possible ways to improve their performance.

You’ve discussed the metrics, so now it’s time to talk about new items and paid acquisition plans. Your company should be consistently brainstorming regarding paid acquisitions and the best ways possible to spend that money. Talk about those options and strategies here.

8🤝 Partnerships updates

Check-in on the status of the ongoing and new partnerships.

Marketing partnerships are not a component of marketing that all businesses comply with, but it’s one you shouldn’t ignore. Quality partnerships can increase sales tenfold, so take the time to let your team tell you what they’ve come up with here. It doesn’t hurt to send out expectations beforehand.

9🔧 Admin

Discuss any costs, expenses, team members taking leave, etc.

Close the meeting and give an overview of what’s expected in the next week. Set a time for the next meeting and communicate that time, if you don’t have it regularly each week. You can close with a quick Q&A too, if time allows.

10✅ Next steps

What came out of this meeting? What are the next steps?

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