Quarterly Marketing Plan Template
A structured template for building a 90-day marketing plan tied to revenue goals.
When to use it: Use this at the start of each quarter to structure goals, initiatives, and ownership before campaigns begin.
Revenue & pipeline goals
State the quarter's target pipeline contribution and how it ladders up to the shared revenue number.
Priority initiatives
List 3–5 initiatives for the quarter, each with a clear owner and success metric. Avoid more than this; focus beats breadth.
Channel mix
Break down planned effort across email, paid, organic, and social, with rationale for the allocation.
Content requirements
List the content assets each initiative needs, so production doesn't become the bottleneck mid-quarter.
Review cadence
Define your weekly and mid-quarter review checkpoints in advance, not after things start slipping.
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