The Marketing ROI Report Builder
Walk into the leadership meeting with a number you can defend.
See the workbookPlan a quarter your team can actually execute.
A complete quarterly planning and execution system for marketing leaders running lean. Goal alignment, a capacity calculator that tells you how many campaigns you can really run, a one-page brief, month-by-month execution plans, a weekly check-in habit, and the reviews that hand this quarter's results into next quarter's plan.
Fillable PDF + editable Word companion · Instant download · For heads of marketing on lean teams
You know how the quarter starts. Leadership hands down four priorities that don't quite fit together. Someone asks what marketing is doing about each one. You say yes to all of it, because saying no in that meeting costs more than saying yes.
Then Week 6 arrives and three campaigns are half-built.
The usual diagnosis is discipline — the team needs to focus, execute harder, stop getting distracted. I think that misses the point. Lean teams don't fail because they lack discipline. They fail because nobody ever did the arithmetic on what the quarter could hold.
That second number is the one that matters here. The problem isn't that marketing leaders can't plan. It's that the gap between "grow enterprise accounts" and "what my team does on Tuesday" never gets closed by anyone, so it gets improvised — differently, every quarter.
Time to complete: two to three hours the first quarter. 41 pages, 487 fillable inputs. Every external statistic is sourced on the page or it isn't in the book.
Every part opens with the argument for why it matters, then hands you the tool. Nothing in it is reading for its own sake.
One purchase covers your use within one business, every quarter, for as long as it's useful. You'll get the fillable PDF and the Word companion the moment checkout finishes, plus the updated edition when the book changes.
Checkout is handled by Gumroad. Sales tax is included where it applies. If it isn't what you needed, reply to the receipt within 30 days and we'll refund it.
Walk into the leadership meeting with a number you can defend.
See the workbookBuild a number you can defend. Then defend it.
See the workbookThat's usually where an engagement starts. Thirty minutes, no pitch — bring the page you got stuck on.