Marketing Budget Proposal Template  

Show exactly how changes to the marketing budget will impact your ability to meet growth targets.

Marketing data framework template

Private Equity Firms we've worked with

Placeholder Image
Placeholder Image
Placeholder Image
Placeholder Image
Placeholder Image

What's inside

Calculate the investment you need

Generate an estimate of the marketing investment that will deliver your target revenue growth.


Show the impact of increased investment   

Demonstrate the leads, revenue, and ROI that increases to marketing budget will deliver.  


Model different investment amounts

Compare the impact on Marketing of investment at BAU, Minimum Investment and Dream Budget levels.


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 Budget Proposal Template in your inbox.

Placeholder Image

Looking for more resources?

The Ultimate Marketing Due Diligence Checklist for Acquisitions

Apr 26, 2023

Fix Churn Before Demand Gen

Jan 18, 2023

4 Critical Inputs for Your Marketing Team Structure

May 05, 2022