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.
Private Equity Firms we've worked with
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.
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