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1
Open with pipeline generated versus plan
Start the meeting on the only number that keeps marketing honest: sourced pipeline against the weekly plan. In the first 5 minutes, pull three figures and put them on the shared screen. Pipeline generated this week, pipeline generated quarter to date versus the straight-line target, and cost per opportunity blended across channels. If sourced pipeline is below the weekly target, the rest of the hour is about pipeline generation, not brand or content polish. If it is above the target but cost per opportunity is drifting up, the rest of the hour is about efficiency. Name the pattern out loud so the team spends the review on the right failure mode rather than defending favorite campaigns.
Tip: Pipeline against plan is a diagnostic, not a verdict. Use it to pick what to inspect next, not to pre-judge the team.
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2
Review channel-by-channel performance
Walk every active channel in a fixed order so the review feels the same every week. Paid search, paid social, SEO and organic, email and nurture, events and field, partner and co-marketing, outbound-assist. For each channel, read four numbers out loud: spend this week, MQLs and SQLs produced, pipeline sourced, and cost per opportunity against the channel target. Keep each channel to 3-4 minutes. If a channel owner cannot speak to their numbers without the dashboard, that is a prep failure, not a meeting problem, and gets handled offline. The goal is a consistent weekly read of where money is working and where it is leaking.
- Fix the channel order so the team knows what is coming next and can prep.
- Call out spend, MQLs or SQLs, pipeline, and cost per opportunity for every channel.
- Flag any channel that is more than 20 percent off its weekly target in either direction.
- Keep per-channel discussion to 3-4 minutes and park deeper debates for a working session.
Tip: If a channel is on target, say so and move on. The team learns more from fast reviews of healthy channels than from long debates about them.
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3
Surface the top 3 wins and the bottom 3 campaigns
After the channel walk, zoom in on specifics. Call out the three campaigns, assets, or placements that outperformed this week, and the three that underperformed. For each win, name the pattern: audience, offer, creative, landing page, timing, or sequence. For each loser, decide one of three outcomes right now: kill it, iterate once with a specific change, or let it run one more week with a dated check-in. Keeping the list to three on each side forces real decisions rather than a 20-item inventory that nobody acts on. The wins become playbook candidates. The losers become experiments or budget that gets reallocated by Friday.
- Rank wins and losers by pipeline impact, not by vanity metrics like clicks or impressions.
- For each win, name the one variable the team believes caused it.
- For each loser, assign one of three outcomes: kill, iterate, or one more week with a dated check-in.
- Capture winning patterns in a running playbook doc so they survive beyond the meeting.
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4
Review attribution and ROI by cohort
Spend 7-10 minutes on attribution and ROI, grouped by cohort rather than by campaign. Pull the pipeline and closed-won numbers for the cohorts the team cares about this quarter: ICP segment, company size band, geo, and the source of the opportunity. The point is not to re-litigate the attribution model, which was locked at the quarter start, but to see which cohorts are converting through the funnel at healthy rates and which are stuck. A channel that produces a lot of MQLs but almost no closed-won in a given cohort is misfiring, even if the top-line numbers look fine. Agree one cohort to protect, one to grow, and one to deprioritize for the coming week.
Tip: Attribution and ROI stop being an argument the moment the model is locked for the quarter. Debate the actions, not the methodology.
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5
Agree experiments for next week
Experiments are what turn a review from a reporting ritual into a growth system. Agree 2-4 experiments the team will run in the next 7 days, each with a clear hypothesis, the single variable being tested, the expected directional outcome, and the metric that will declare it a hit or miss. One experiment per channel is a healthy baseline. Avoid stacking more than four, because overlapping tests contaminate each other and the team spends the next review arguing about causation. Experiments can also include killing a channel for a week to see if the pipeline math holds. That is a valid test, not a retreat.
- Write each experiment as a one-sentence hypothesis the team can repeat back.
- Define the single variable that changes and the single metric that judges it.
- Set the end date and the review slot where the result lands.
- Cap at four experiments total so results stay readable.
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6
Assign owners and deadlines on every action
No action leaves the review without a named owner and a date. Not a channel, not a team, not a job title. One person. The action is not vague either: it is a dated event with a verifiable outcome. Launch the new landing page variant by Wednesday 5pm. Pause the underperforming LinkedIn ad set by end of day Monday. Ship the account-based email sequence to the top 50 target accounts by Thursday. Owners commit live, in the meeting, and the commitments are logged in the shared doc or project board. Next week opens by scoring last week's commitments as hit, missed, or renegotiated. Commitment-tracking is what makes the review stick.
- Every action has one named owner, not a team or a function.
- Every action has a dated verifiable outcome, not a vague next step.
- Log commitments in the shared doc or project board, not in a side chat.
- Open next week by scoring the previous week's commitments.
Tip: A review without named owners is a status update. A review with named owners is a system.
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7
Close with risks and cross-functional asks
In the final 5 minutes, surface risks and the asks that cross into sales, product, or finance. Risks are leading indicators: a nurture program that has not shipped new content in 3 weeks, a landing page conversion rate that has drifted down 4 points over the last month, a paid channel that is burning budget on a cohort sales no longer sells into. Cross-functional asks go here too: SDR follow-up SLA on inbound leads, product marketing support for a new segment, finance alignment on in-quarter budget shifts. Naming risks in the room beats discovering them in the month-end review when the quarter is already locked.
Tip: Risk signals are leading indicators. Missed quarter targets are lagging indicators. Spend the meeting on the former.
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8
Send a recap within 2 hours
The review ends in the shared inbox, not in the meeting. Send a recap within 2 hours covering pipeline generated versus plan, the channel-by-channel one-line read, the top 3 wins and bottom 3 campaigns with their decisions, the agreed experiments with hypotheses and owners, the risks flagged, and the owners and deadlines on every action. Copy the full marketing team, the sales liaison, and the leader marketing reports to. The recap serves two jobs: it holds commitments in writing, and it gives absent stakeholders a 2-minute read instead of a meeting replay. Over time the recap thread becomes a weekly log of marketing health that is more useful than any single dashboard.
- Lead with pipeline versus plan, blended cost per opportunity, and the quarter-to-date trend.
- List the top 3 wins with the pattern and the bottom 3 campaigns with their decisions.
- List the agreed experiments with hypotheses, owners, and end dates.
- List every action item with a named owner and a dated outcome.