Annual Planning Toolkit
Plan a Year of Growth With Real Data
Annual planning works best when this year's targets are built on last year's results. This toolkit gives you a workbook and data spreadsheet to review past performance, set goals your team believes in, and break the year into four focused quarters. Everything lives in one place, from the metrics that define success to the sprints that get you there.
Download the toolkit now to discover:
- A repeatable way to review last year's channel performance before you set new targets
- Goal-setting templates that turn broad ambitions into specific, measurable numbers
- A budget and ROI tracker that shows which channels earn their spend
- A lead scoring model that helps sales and marketing agree on who to pursue
- Quarterly sprint templates that connect your annual plan to the work each week
Turn Last Year's Numbers Into Next Year's Plan
Most teams set annual goals under time pressure, before the prior year has been fully reviewed, so the numbers end up as educated estimates. The Annual Planning Toolkit changes the order of operations: you start with what actually happened across each channel, then build targets, budgets, and quarterly plans on top of that foundation. Sales and marketing leave the process with one shared plan and a clear view of how the year will unfold.
WHAT YOU’LL LEARN
Six Steps That Take You From Review to Ready
Set Your Definition of Success
Choose the business, sales, and marketing KPIs your team will measure against all year.
Review Channel Performance
Compare results across organic, paid, referral, and event channels to see where last year's revenue came from.
Set Worthwhile Targets
Turn high-level ambitions into specific revenue, lead, and conversion goals by channel.
Plan Budget and Forecast ROI
Map spend, cost per lead, and return on investment so every channel has a number to hit.
Align on Lead Priorities
Build a shared scoring model so sales and marketing agree on which prospects come first.
Break the Year Into Sprints
Convert the annual plan into four quarterly sprints with their own goals, channels, and content.
Who Should Download This Toolkit
Owners & Executives
Enter the year with a financial plan built on evidence, not last-minute estimates.
Marketing Leaders
Allocate next year's budget toward the channels with a proven return.
Sales Leaders
Start the year aligned with marketing on targets and which leads matter most.
Trusted By
We’re proud to partner with these amazing brands. Together, we’re building great things and delivering real results.
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