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MarketingReview

Monthly marketing performance review

75 minutes 6 blocks Free template

Oktopost's monthly stats review: objectives, campaign review, channel-by-channel KPIs, then discussion that ends in clear actions.

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Opens in the builder. No sign-up to try it; 14 days free to run it live.

By the end of this meetingThe team knows which channels are under target and has agreed actions to fix them.

75 min · 6 blocks, drawn to scale Fits exactly
  1. Objectives, 5 minutes 5
  2. Current campaign review, 12 minutesInfo 12
  3. Status by channel: impressions, engagement, MQLs, conversions, CTR, 20 minutesInfo 20
  4. Which channel to fix first, 5 minutes 5
  5. Discussion and action items, 23 minutesBrainstorm 23
  6. Restate decisions and actions, 10 minutes 10
019385675 min
  1. +0′Objectives5 minInfo
  2. +5′Current campaign review12 minInfo
  3. +17′Status by channel: impressions, engagement, MQLs, conversions, CTRTip: Show the data visually and broken down by channel.20 minInfo
  4. +37′Which channel to fix firstWhich underperforming channel should we fix first?Tip: Edit the options to the channels you actually run.5 minVote
  5. +42′Discussion and action itemsWhat would you change to improve the chosen channel?23 minBrainstorm
  6. +65′Restate decisions and actions10 minWrap-up

Why it works

Built so the monthly marketing performance review ends on time, with everyone in it.

  • Updates stay short

    37 minutes of updates with a visible clock. In a video call the speaker is spotlighted and the room is muted, so nobody talks over them.

  • A vote the whole room sees

    One tap each on a phone, live bars on the screen. A tick shows who has voted, never what they chose.

  • Ideas from every phone

    Everyone types at once and ideas land on the shared screen together. The quiet person's idea gets the same space as everyone else's.

  • Wraps up on time

    Decisions and actions are read back, the summary is already written, and a finish on time earns the confetti.

How to run it

  1. 1Hold it monthly and plan 60 to 90 minutes.
  2. 2Open by restating the objectives so the meeting stays focused.
  3. 3Show the data visually and break every metric down by channel.
  4. 4Vote on which underperforming channel to tackle first, then spend the discussion on it.
  5. 5Close by restating decisions and owners; don't end without clear action items.

Questions about the monthly marketing performance review

How long should a monthly marketing review be?
60 to 90 minutes.
What metrics should a monthly marketing review cover?
Oktopost's template breaks status down by channel: impressions, engagement, MQLs, conversions and click-through rate.
How do you keep a performance review useful?
Keep it focused, show data visually, break metrics down by channel, and finish with clear action items.

Built from

The structure, timings and tips on this page come from these sources.

  • oktopost.com

Run it with your team

  • A countdown for every block on the shared screen
  • A video call that changes with each block
  • Check-ins and votes from every phone, no app
  • Decisions and actions in a scored summary

14 days free · No card needed

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