Strategy Templates

Strategic planning and analysis

8Templates
7.9k threads started

Meta Audience Analysis

Audience efficiency and overlap waste

Deep-dive into Meta Ads audience performance to optimize targeting. Analyze audience type efficiency, detect costly overlap, break down performance by placement and demographics, and get specific budget reallocation recommendations.

Requires:
M
  • Compares efficiency across audience types
  • Identifies costly audience overlap
436 threads
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LinkedIn Audience Expansion

Find new high-value B2B audiences

Discover new high-value B2B audiences on LinkedIn based on your best performers. Identify audience overlap issues, get expansion recommendations for job titles, industries, company sizes, and skills targeting.

Requires:
L
  • Identifies new audience expansion opportunities
  • Detects audience overlap reducing efficiency
218 threads
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Full Funnel Analysis

Connect ad spend to pipeline and revenue

Connects your ad platform data with CRM to show true ROI. See which campaigns actually drive pipeline and closed revenue, not just clicks.

Requires:
G
H
  • Connects ad spend to actual revenue
  • Calculates true customer acquisition cost
987 threads
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Channel Mix Analysis

Optimize your cross-channel marketing mix

Analyze performance across all your marketing channels to find the optimal budget allocation. Understand channel interactions and attribution.

Requires:
G
  • Cross-channel performance comparison
  • Optimal budget allocation model
1.6k threads
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ABM Campaign Report

Account-based marketing performance analysis

Track engagement and pipeline from your ABM campaigns. See which target accounts are engaging, which are progressing through the funnel, and optimize your account targeting.

Requires:
L
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  • Account-level engagement tracking
  • Pipeline progression by account
654 threads
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Brand Health Monitor

Track branded demand and efficiency signals

Monitor the health of your brand across paid channels. Analyze branded search volume trends, brand vs non-brand efficiency gaps, and ensure you're protecting your brand terms from competitors while building long-term awareness.

Requires:
G
  • Tracks branded search volume trends over time
  • Measures brand protection rate against competitors
971 threads
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Demographic Analysis

Age and gender performance insights

Deep-dive into demographic performance across your ad platforms. Identify which age groups and genders drive the best results, find efficiency gaps between segments, and discover arbitrage opportunities for budget optimization.

Requires:
G
  • Breaks down performance by age bracket and gender
  • Identifies the best and worst performing demographics
726 threads
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Monthly Executive Report

Board-ready monthly performance summary

Comprehensive monthly report designed for executives and board presentations. Includes high-level KPIs, trend analysis, and strategic recommendations.

Requires:
G
  • Executive summary with key takeaways
  • Month-over-month trend analysis
2.3k threads
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