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Management
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Meeting Purpose & Objectives
State the strategic goals for this session (e.g., optimise Q3 campaign mix, align product launch messaging).
Attendance & Roles
List attendees and their roles—Marketing Director, Growth Lead, Content Manager, Performance Analyst, etc.
Market & Audience Insights
Share the latest customer and market insights, persona updates, and competitive intelligence.
Campaign Performance Review
Review performance of active campaigns—CTR, CPA, ROAS—and compare against targets.
Content Calendar & Deliverables
Walk through the content calendar, deadlines, and dependencies for blog, social, email, and video assets.
Upcoming Launches & Events
Highlight key dates for product launches, webinars, trade shows, and PR moments.
Lead Generation & Funnel Metrics
Discuss funnel metrics—impressions, clicks, MQLs, SQLs—and identify drop‑off points.
Budget & Resource Allocation
Review current spend, remaining budget, and any re‑allocation requests.
Cross‑Functional Dependencies
Identify tasks or assets awaiting input from product, design, sales or external vendors.
Risks & Mitigation Strategies
Surface risks (e.g., compliance reviews, creative blockers) and outline mitigation plans.
Creative Feedback & Approvals
Capture creative feedback, brand review outcomes, and formal approvals.
Testing & Optimization Plans
Plan A/B tests, multivariate experiments, and optimisation backlog items.
Data & Analytics Highlights
Highlight insights from analytics dashboards—cohort trends, attribution shifts, audience growth.
Action Items & Ownership
Next Steps & Meeting Close
Summarise decisions, confirm next meeting, and adjourn.
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Marketing moves fast—from shifting algorithms to evolving customer behaviour—so teams need acadence to align strategy, measure performance and unblock execution. A structured agenda keeps theconversation focused on impact rather than vanity metrics.
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