| name | annual-marketing-review |
| description | Use when conducting year-end marketing review. Annual review = strategy update for next year.
|
Annual Marketing Review
Annual review: what worked, what didn't, channels to double down, channels to cut. Strategy for next year.
Review framework
Per channel (Google, social, email, content):
- Revenue attributed
- Spend
- ROAS (revenue / spend)
- CAC
- LTV/CAC ratio
- Trend (growing or declining)
- Strategic fit (next year)
- Recommendation (invest more, hold, reduce, cut)
Key questions to answer
- Which channel drove most revenue?
- Which had best ROI?
- Which is declining (need optimization)?
- Which new channels to test?
- What's our LTV/CAC trend?
- Where's the next bottleneck?
- What did we learn?
Strategy for next year
- Channel mix (% allocation)
- New initiatives (tests to run)
- Budget allocation
- KPI targets
- Team needs (hires, tools, agencies)
- Quarterly milestones
Where this fits in the X3 empire
Annual marketing review for CardPrepAI and X3 portfolio.