How-to guide

How to run a weekly marketing review

A weekly marketing review is a working session, not a slide walkthrough. The goal is to compare pipeline generated against the plan, inspect channel performance, surface what to double down on and what to kill, and leave with named owners and dated experiments for the coming week. This guide gives you a repeatable 45-60 minute agenda, the pre-reads to send ahead, and the recap to send after.

Before you start

What you need.

Time: 45-60 minutes weekly

  • Dashboard access for every attendee: pipeline, MQL and SQL volume, channel spend, and attribution views are live and not screenshots in a deck.
  • Clean campaign and pipeline data: every active campaign has a UTM, a cost, and a mapped stage of the funnel it supports.
  • Attribution model locked for the quarter: everyone agrees whether first-touch, last-touch, or multi-touch is the number of record so debate is on actions, not methodology.
  • Attendance expectation set: demand gen, content, product marketing, ops, and the sales liaison all show up on time with their numbers already inspected.
Run a weekly marketing review

Step by step.

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.
  8. 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.
Avoid

Common mistakes.

  • Running the meeting as a slide walkthrough. Dashboards are live or the review is a status update. If the team is reading slides for the first time in the meeting, the pre-read failed.
  • Debating the attribution model every week. Lock the model at the quarter start and spend the hour on actions. Methodology debates belong in a quarterly ops meeting, not a weekly review.
  • Celebrating MQL volume without pipeline. MQLs that never convert are a vanity metric. Score every channel on sourced pipeline and cost per opportunity, not top-of-funnel counts.
  • Running more than four experiments at once. Overlapping tests contaminate each other and the team spends the next review arguing about causation instead of acting on results.
  • Skipping the recap. Verbal commitments made in a meeting evaporate within 48 hours. The written recap is what makes the review a system.
FAQ

Frequently asked questions.

How long should a weekly marketing review be?

45 to 60 minutes for a team of 5-10 marketers. If the meeting routinely runs past 60 minutes, the pre-read is doing too little work or the agenda has grown. Push dashboard hygiene upstream, cap channel discussion at 3-4 minutes each, and park deep working-session topics for a separate slot.

Who should attend the weekly marketing review?

Demand gen, content, product marketing, marketing ops, and the sales liaison. The CMO or marketing leader runs it weekly. Finance and the CEO drop in monthly, not weekly, so the review stays a working session rather than a leadership performance. Agencies attend as needed, usually once a month, with their own channel owner inside the company representing them weekly.

What is a healthy sourced-pipeline ratio for marketing?

For most B2B SaaS teams, marketing sourced plus marketing influenced pipeline together should cover 2-3x of quota for the quarter, with marketing sourced in the 30-50 percent range of total sourced pipeline. Ratios vary with motion: PLG-heavy companies lean higher on marketing sourced, outbound-heavy companies lean lower. Lock the target at the quarter start and inspect it weekly against pace.

Should marketing and sales share one weekly review?

No. Marketing review inspects channels, campaigns, and experiments. The sales pipeline review inspects deals and surfaces risk. Running them together produces either a shallow marketing read or a shallow deal read. Keep them separate and schedule a short weekly marketing and sales sync, 20-30 minutes, specifically for inbound SLA, lead handoff quality, and account-based alignment.

How do you keep channel owners from gaming their numbers?

Lock the attribution model for the quarter, score every channel on sourced pipeline and cost per opportunity rather than MQL volume, and track experiment hit rates over time. Vanity campaigns that look good in week 1 and never convert show up in the cohort view by week 4. Public weekly scoring plus commitment tracking shuts down most gaming inside a quarter.

What tools do you need to run a good weekly marketing review?

A CRM that reports sourced and influenced pipeline by channel, a marketing automation platform with UTM-tagged campaign reporting, a shared dashboard that every attendee can open live, and a project board or doc for commitments. Strkr covers the pipeline, attribution, and campaign reporting side in one place so the review runs on one dashboard instead of five tabs.

See it in Strkr

Related product surfaces.

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Run tighter marketing reviews in Strkr

Strkr gives marketing teams live pipeline-by-channel views, attribution locked to the quarter, campaign cost reporting, and commitment tracking so every review ends with owners and dates, not just slides.

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