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Marketing Planning Meeting Template

Take a step back and plan your marketing strategy, campaigns, and tactics for the upcoming months.

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What’s inside Marketing Planning Meeting Template:

1 🎯 Target audience definition

Take a step back to understand your target group. How do they communicate? Where do they communicate? What are their demographics?

2 🤓 SWOT analysis

Review the strengths, weaknesses, opportunities, and threats of your current marketing strategy.

3 🗣 Consumer insights

What are some recent findings from the Sales or Customer Success teams that reveal something about your target audience? 

4🤔 Brainstorm

What content, resources, or programs can we run to address our audience’s problems/pain points? Any idea is welcome.

5 📌 Goal setting

Based on the previous conversation, what will be our top priorities/OKRs for the upcoming period?

6 ✅ Campaign planning

How are we going to break down these goals/OKRs into different campaigns? How long is each campaign going to run for? What resources do we need to execute them?

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About the author

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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