The same strategic planning template we use with our clients. Map your goals, channels, metrics, and 90-day milestones.
This is the same strategic planning framework we use with every client engagement. It forces clarity on four questions that most businesses skip: Where are we today? Where are we going? How will we get there? How will we know it's working?
Fill this out honestly. The value isn't in the document — it's in the thinking it forces.
Revenue (trailing 12 months): $________
Monthly revenue trend (growing / flat / declining): ________
Primary revenue source: ________
Customer acquisition cost (CAC): $________
Customer lifetime value (LTV): $________
LTV:CAC ratio: ________ (healthy is 3:1 or better)
Top 3 marketing channels by revenue contribution: 1. ________ 2. ________ 3. ________
Biggest operational bottleneck right now: ________
One thing working well that you should double down on: ________
Target annual revenue: $________
Target monthly revenue (Month 12): $________
Number of new customers needed: ________
Target CAC: $________
Revenue mix goal (% from each channel): ________
One market position you want to own: ________
The sentence you want customers to say about you: "They are the only ________ that ________ for ________."
For each active marketing channel, define:
Channel: ________ | Goal: ________ | Monthly budget: $________ | Key metric: ________ | Owner: ________
Channel: ________ | Goal: ________ | Monthly budget: $________ | Key metric: ________ | Owner: ________
Channel: ________ | Goal: ________ | Monthly budget: $________ | Key metric: ________ | Owner: ________
Channels to test this quarter: ________
Channels to cut or reduce: ________
Month 1 — Foundation:
Month 2 — Build:
Month 3 — Measure & Adjust:
Track these weekly:
Website visitors: ________
Leads generated: ________
Lead-to-customer conversion rate: ________%
Revenue (weekly): $________
CAC (rolling 30-day): $________
Track these monthly:
Total revenue: $________
New customers: ________
Churn rate: ________%
Net Promoter Score: ________
Top-performing content piece: ________
Print it. Fill it out with your leadership team. Revisit it every 90 days.
A strategy that sits in a document is just a wish. A strategy that gets reviewed weekly is a system. Build the review habit and this template pays for itself immediately.