Marketing Board Meeting Template

Share this template with Marketing. You'll get the data you need to make investment decisions with confidence at every board meeting.

Marketing data framework template

Private Equity Firms we've worked with

Placeholder Image
Placeholder Image
Placeholder Image
Placeholder Image
Placeholder Image

What's inside

Compare marketing channel performance

See which marketing channels are delivering most Closed-Won deals, and whether they're meeting your acceptable cost per lead.

Drill down into the budget proposal

Understand exactly how Marketing will be using the budget on a campaign level, and the return they expect from each.                        

Model multiple investment scenarios

Analyze how Marketing will perform based on BAU, minimum budget increase, and dream budget scenarios.

Testimonials

Placeholder Image

Michael Libert

SVP, TA Associates

“We always pull in the How To SaaS team into our portfolio companies where demand gen is core to our investment thesis.”

Placeholder Image

Bryce Youngren

Managing Partner, Polaris

“The How To SaaS team is my first call when my investments need help with digital marketing."

Get the template

Instantly receive the Marketing Board Meeting Template in your inbox.

Placeholder Image

Looking for more resources?

Marketing Maturity Stages

Jan 24, 2022

Customers Lead Content and Demand Gen

Feb 14, 2022

How insightsoftware Built a Marketing Foundation for Growth

May 03, 2021