Marketing Campaign Template
Set and track goals for marketing campaigns across all of your marketing channels.
Why use this template?
When I first took over marketing for our B2B SaaS company, our marketing campaign strategy was admittedly a disaster.
The first major problem was not having a clearly defined marketing strategy. And so that led us to run a bunch of experimental campaigns that didn’t actually generate any revenue for the business.
The second problem was not clearly defining why we were running each marketing campaign and the expected results from them.
We implemented this template to track the goals of every marketing campaign and the expected results of each of them.
What's inside the template
Add this template to your cart and checkout. You will instantly receive a link to access the Google Sheet. The worksheet includes the following tabs:
- Instructions: instructions on how to use this template most effectively.
- Marketing Campaign Template: a blank template to input details and goals from your campaigns across each marketing channel.
- Marketing Campaign Template Example: an example of a fully populated marketing campaign tracking template.
- BONUS Go-to-Market Checklist: a step by step list of activities to complete when going to market with a new product.
How to use this template
Here’s how I recommend you put this to work for your business:
- Review all tabs in the spreadsheet first. It's always good to familiarize yourself with the content before you really dig in.
- Make sure you have clearly defined your marketing strategy and that the campaigns you are running align with your strategy.
- Create a unique table for each channel you are running campaigns (e.g Facebook Ads, Google Ads, Sponsored Newsletter, etc).
- Write down each campaign name within each channel category.
- Define the purpose, the target audience, the owner and the target metrics.
- Run the campaign and see how the actual performance compares with what you expected.
- Decide whether to stop, continue or optimize the campaign.
Doing this will immediately save you wasted time and resources.
You will immediately become aware of the interrelated nature of your campaigns and if they are achieving your intended goals.
Click “Add to Cart” on the right and then checkout. You will receive a link to the Google Sheet to make it your own.
If you run a go-to-market team at a B2B SaaS company, get these templates as well:
VP of Marketing Playbook
Everything you need to run marketing at a venture-backed SaaS company.
VP of Sales Playbook
Everything you need to run sales at a venture-backed SaaS company.
Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download
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Top reviews from SaaS Executives
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
Our Resources
Our templates give you complete flexibility to choose exactly what you need to unlock growth. Whether it’s defining your ICP, mapping the buyer journey, optimizing your sales process, or building forecasts—our templates make it easy to get started fast and execute with precision.
Our go-to-market playbooks are designed to guide executives from a place of uncertainty to hitting aggressive sales and marketing goals. Each playbook is a step-by-step roadmap built to help you confidently navigate the most critical growth stages and scale your business.
Work with us to develop a custom sales and marketing playbook tailored specifically to your company. We’ll collaborate with you to define a winning strategy and tactics, leaving you laser-focused on execution and results. No guesswork—just clear, actionable steps designed for growth.
