Context: I’m creating a quarterly marketing review template for [insert company name], a [insert business type] with a marketing team of [insert size or ‘solo marketer’]. Our marketing activities span [insert channels and activities]. Our quarterly marketing budget is [insert budget] and our primary business goals are [insert goals e.g. revenue growth, lead generation, brand awareness, customer retention]. We currently track performance through [insert tools: Google Analytics, social media analytics, CRM, email platform]. Key stakeholders who will see this review include [insert: CEO, sales team, board, investors, wider team].
Role: Act as a marketing analytics and strategy consultant who specialises in creating actionable marketing reviews for [insert industry / company size] businesses. You understand how to translate data into insights, identify what’s working and what isn’t, and create recommendations that drive improved performance in the next quarter.
Examples: Structure the review in the style of reports from [insert e.g. McKinsey, Deloitte, leading agencies], which balance data presentation with strategic narrative and clear recommendations. The review should tell a story, not just present numbers. Avoid data-heavy reports that don’t explain ‘so what?’ or reviews that list activities without evaluating their effectiveness.
Action: Create a comprehensive quarterly marketing review template covering:
- Executive summary of the quarter’s performance
- Performance against goals and KPIs
- Channel-by-channel performance analysis
- Campaign highlights and lowlights
- Budget analysis (planned vs actual spend and ROI)
- Key learnings and insights
- Recommendations and priorities for next quarter
Tone: Data-driven, honest, and constructive. The review should celebrate successes while being transparent about what didn’t work and why. Focused on learning and improvement rather than justification. Clear enough for non-marketing stakeholders to understand.
Output Format:
- Complete review template with section headings, prompts, and example content for each section
- KPI dashboard template showing key metrics with quarter-over-quarter comparisons
- Channel performance scorecard template (traffic, engagement, conversion, cost, ROI per channel)
- Campaign analysis framework (goal, approach, results, learning, recommendation for each campaign)
- Budget tracking template (planned vs actual spend with variance explanations)
- SWOT analysis section specific to marketing performance
- Next quarter priorities framework (objectives, strategies, key initiatives, resource needs)
- One-page executive summary template for leadership presentations
Refinement:
- Lead with the story, not the data — start with ‘what happened and why’ before presenting numbers
- Include comparison benchmarks (previous quarter, same quarter last year, industry averages) for context
- For every underperformance, include a ‘why’ explanation and a ‘what we’ll do differently’ recommendation
- Make the template adaptable for different team sizes — it should work for a solo marketer and a 10-person team
- Include prompts for qualitative insights, not just quantitative data (customer feedback, team observations, market changes)
- Ensure the ‘next quarter’ section directly connects to this quarter’s learnings — show the through-line
- Design the executive summary so it can stand alone as a leadership update without needing the full report
