Marketing Meeting Templates

Overview & Objective

State your campaign’s objective in a clear and focused way, e.g. What are some creative ways we can get customer success teams to try out Hugo.

State the Ground Rules

Brainstorming is a place and time where anything goes. Rules:

• All ideas are welcome. Negativity is not.
• Build on ideas. Don't shoot them down.
• Do not censor yourself. Just say it.
• Encourage participation from everyone
• No interruptions from outside.
  

First Half: Brainstorm

Start sharing ideas. Note them somewhere where everyone can see (whether that be a poster, whiteboard, or in your Hugo meeting notes in the highlighted area below). To keep your creative juices flowing you may also want to provide toys, coloring books, magazines, doodling pads etc.

Halftime: Refine

Stop and take a vote on each idea. Thumbs up or down. Toss the ideas that lack support.

Improve on the Best Ideas

Look at the best ideas from halftime. Ask if there are ways to improve them, or come up with ideas that are similar.

Brainstorm Round Two

Once you’ve covered each of the good ideas, generate more new ideas just as you did at the beginning of the session.

Brainstorm

Next Steps

• @name Task by DUE-DATE

Theme

What topics do we need to cover now? What key themes are important?

• Review recent success stories with your customers
• Look at trends happening in the industry
• ‍Where are the current content gaps?

Brainstorming

Open discussion. There are no wrong answers. 

• List ideas here
• ‍
  

Deciding priority

Decide what ideas to move forward with. What projects should have priority.

• ‍Paste all projects that you’ve decided to move forward with here
• ‍
  

Scheduling

Return to the above list, adding who will be responsible and when. Assign and send tasks to your project management software, or use @-mentions and manually note due dates.

Campaign Name:

Timeline:

Helpful Links:

--

What are the goals of this campaign?

• Decide on campaign goals. 
• Goals should be SMART (Specific, Measurable, Achievable, Realistic, Timely)

Audience & value proposition

• Who is the target audience?
• What is the value proposition?

Decisions that need to be made

• What decisions need to be made? (Name)
• List topics for discussion/decision here, specifically noting what needs to be decided

Coordination

• Set the overall timeline

Next Steps

• @name Task by DUE-DATE

What’s New

Share any new developments with the business/product that the PR team may not be aware of.

News Pipeline & Media Relations

Coverage

Pending

Content

Live

Pending

Events & Awards

In Consideration

Submitted

Next Steps

• @name Task by DUE-DATE

Product Overview

• ‍
  

Target Audience

• Specific, animate detail about who we’re talking to and they’re state of mind related to the product launching
  

Core Benefits

• List each one using bullet points for easy reference
  

Marketing Strategy

Key Audience

• ‍

Core Message

‍Not copy, but the primary message you want all channels to convey.

• ‍‍

Value Proposition

Value Prop #1:

• What are we selling?

Value Prop #2

• What makes it valuable?

Value Prop #3

• What is the positive impact?

Secondary message

• ‍Use sparingly. Try to keep your messaging single minded.

Notes

• Key things to be aware of.

Channel Plan

• Channel | Tactic | Owner | Due date
  e.g. Email Marketing | Create a series of emails for the product launch to send to priority customer accounts | Josh | March 20

Success Metrics

• [Project name], led by [marketing champion name] aims to increase [primary metric] from X per week to Y per week within Z weeks or by [date].

For example:

• Awareness (increase site traffic to XX page reviews)
• Acquisition: (increase installations by XX)
• Activation ( increase % of referrals)
  

Key Dates

Projected launch date:

Comms launch date:  

‍

Key Insights & Data

Summary

• ‍

Data

Any relevant charts or data

Project Name:

Timeline:

Helpful Links:

What are the goals of this project?

• Review or decide on project goals. 
• Goals should be SMART (Specific, Measurable, Achievable, Realistic, Timely)

Audience & Value Proposition

Quick reminder of who the target audience is for the project and what the core value proposition is

‍Major tasks and timeline

• ‍Make sure every part of the project has an owner and timeline

Decisions that need to be made

• What decisions need to be made? (Name)
• List topics for discussion/decision here, specifically noting what needs to be decided

Next Steps

• @name Task by DUE-DATE

Purpose

Capture learnings from [initiative] and identify what went wrong so we can get better

The Situation

Put all the details of what happened here. Only the facts. Make sure you answer who what where when why. Customer feedback is good to include if we have it. Include any and all mistakes and what went well. Break up into sections, like “research” “engineering” “customer feedback” “the feature” “marketing efforts” etc.

The results

What happened as a result of the situation? This could include how an initiative performed, what happened as a result of a bug, how a feature fared, etc. Support this section with data

What went wrong

All the details of what went wrong. Opinions are welcome here. Be fair to other people who were involved and let them add to the postmortem or give you context as needed. In the case of bugs, what we could have done better to prevent a problem can be included here as well.

What we can do better next time

Whatever we learned that will affect how we do things next go around, it goes here. This is the synthesis of everything we’ve figured out from doing the postmortem.

Action items

Any action items we have, and who owns each of them, plus dates if possible

‍Celebrate wins

• What are victories we can celebrate, big and small?
  

Goals & metrics to review

• Put all relevant metrics in the agenda here, or add links to reports/dashboards
  

Roundtable - Recap last week

• Each person briefly runs through bullet points of what happened

Priorities for next week

• Discuss and agree on priorities for next week
• All priorities should have a DRI (directly responsible individual)
• Note any decisions that need to be made
• Are there any opportunities to test our marketing hypotheses or optimize our digital experiences?

Where are we stuck/blocked?

• How can the team help unblock each other so we can sustain a high velocity?
• Are any priorities blocked or dependent on other work being completed?‍
  

Action Items

• @name Task by DUE-DATE