Marketing Data Framework Template

Where will your investment dollars get the best ROI? Fill out this framework template to see how each Marketing channel and campaign is performing.

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

Dive deep into campaign metrics

Understand which campaigns are delivering the best value and will scale with new investment, and which are maxed out.                            

Track marketing impact right through the funnel

Don't rely on superficial metrics. Get insights into how Marketing is really performing at each funnel stage through to Closed-Won. 


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 Data Framework Template in your inbox.

Placeholder Image

Looking for more resources?

Lead Scoring vs Journey Mapping

Aug 08, 2022

What Your Pipeline Sources Reveal

Jan 24, 2022

Product Roadmap vs. Thought Leadership

Jan 24, 2022