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Annual Marketing Review (AMR)


Strategic and Tactical Planning for the Year Ahead

 

Review Your Marketing Plans


Review your business goals, marketing campaigns, channels and plans for the year ahead.

Download our simple checklist PDF to get started.


Download the Annual Marketing Review PDF

XEN AMR

These sessions have been pivotal


I'm eager to share my experience working with XEN for our digital marketing, and in particular the Annual Marketing Review sessions. If you haven’t yet engaged in these workshops I would strongly recommend doing so to strengthen your yearly planning process. Led by the XEN team, these sessions have been pivotal in bringing together our marketing team, aligning on certain ideas while challenging others, and offering clarity on our priorities for the year ahead. We always come out with actionable next steps that extend beyond the digital realm, often supporting our company’s strategic initiatives across various functions

 

Jade Coote

Jade Coote
Head of Marketing
Brother International (Aust) Pty Ltd

Watch an Overview of the AMR Process:

 

 

What we'll cover

Business GoalsBusiness Goals

Business Goals

 

Your business goals for the year ahead in very high level terms:

  • Growth plans and % goals

  • New locations

  • New products

  • New services

  • New audiences

Business GoalsCampaigns

Campaigns

 

General campaign ideas for the year ahead 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’

Business GoalsContent Strategy

Content Strategy

 

Audiences/Personas
(eg Are your personas up-to-date)

Topics
(eg Are there new content approaches you’d like to discuss and plan for the year)

Formats
(eg Are there new formats you’d like to work on eg video, podcast, infographic, etc)

Business GoalsFunnels

Funnels

 

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?

Business GoalsReporting

Reporting

 

Are your current reports and dashboards delivering the visibility you need?

(What extra reporting is required - what can be removed)

Business GoalsChannels

Channels

 

Review your promotion channels (eg advertising, social, partner sites) to clarify the focus.

Review which channels to focus on, which to reduce, and which new ones to test.

Business GoalsBudgets

Budgets

 

Get a sense of your top level budgets (approx monthly) for:

  • Strategy and planning

  • Content creation

  • Campaign promotion (ad platforms, social)

Pricing

Prices are in AUD and exclusive of GST. Australian businesses will be charged an additional 10% GST.

$6,000

HALF-DAY WORKSHOP

Request a Discovery Session

 

 

 

 

 

 

 

 

 

 

We know HubSpot can be overwhelming.


We built the HubShots Framework so you don’t have to make the same mistakes we did.


Learn more about the framework

Pricing

*Prices are in AUD and exclusive of GST. Australian businesses will be charged an additional 10% GST.

$6,000

HALF-DAY WORKSHOP

Request a Discovery Session

Join these companies getting the most out of their HubSpot Portals

 

Brother MOQ Digital FireMate WARDY IT Solutions Secure Agility BRAUMS EWN Aeeris Sante Group Coco Republic Smart WFM College of Law Xakia Laissez-faire Catering