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Marketing team meeting

Marketing meeting agenda template

A weekly marketing meeting agenda should cover this month's numbers against goal, campaigns in flight, results from tests, requests from other teams and what goes out in the next two weeks. A monthly marketing strategy meeting is different: it looks back at the month by channel, moves budget and sets the big campaigns for the next 60 to 90 days. This page has an agenda for both and one notes template for the weekly meeting.

Best forMarketing teams of 2 to 10, in-house or at a small business

Meeting length40 minutes weekly, 90 minutes for the monthly strategy meeting

SectionsNumbers against goal, campaigns in flight, test results, next two weeks, requests from other teams, decisions, action items

FormatsGoogle Docs, Word, Notion, Markdown

Word Markdown

Marketing meeting agendas.docx

Marketing meeting agendas

Weekly marketing meeting (40 minutes)

Item	Owner	Time	What we need to leave with
Numbers against this month's goals	Marketing lead	8 min	Which numbers are behind and a guess at why
Campaigns in flight	Campaign owners	10 min	Each campaign on track, at risk with a fix, or late with a new date
Test results	Test owner	7 min	Keep, change or stop for each finished test
Requests from other teams	Marketing lead	5 min	Each request accepted with a date, parked or declined
Next two weeks	Content owner	5 min	No gaps or clashes in what goes out
Decisions and action items	Notes taker	5 min	Every item has one owner and a date

Monthly marketing strategy meeting (90 minutes)

Item	Owner	Time	What we need to leave with
Last month against goals, by channel	Marketing lead	15 min	What worked and what didn't, with numbers
Customer and market changes	Anyone, sales invited	10 min	Anything that should change the plan: seasonality, competitors, what sales hears
Budget by channel	Marketing lead	20 min	Where money moves next month and why
Big campaigns for the next 60 to 90 days	Campaign owners	20 min	Goal, dates and one owner for each
Tests to run next month	Team	15 min	Two or three tests, each with an expected result
Decisions and owners	Notes taker	10 min	Decisions written down, open questions with a decider

Word MarkdownPastes into Google Docs, Word or Notion with headings and tables intact.

Word Markdown

Weekly marketing meeting notes.docx

Weekly marketing meeting notes

Date Attendees GuestsOther teams joining for requestsNotes by

Numbers against this month's goals

Measure	Goal	To date	Note
			Why it's ahead or behind

Campaigns in flight

Campaign	Owner	Launch	Status	Biggest risk
			Not started / On track / At risk / Late / Live

Test results

Test	What we expected	Result	Keep, change or stop

Next two weeks

Date: what goes out, channel, owner

Requests from other teams

Request, from whom, accepted with date / parked until / declined and why

Decisions

Decision, written so someone who missed the meeting can act on it

Not decided yet

Topic, who decides, by when

Action items

ID	Item	Owner	Due	Done looks like

Word MarkdownPastes into Google Docs, Word or Notion with headings and tables intact.

Oakmoor Coffee Roasters weekly marketing meeting, Oct 26

Filled-in example

Oakmoor Coffee Roasters weekly marketing meeting, Oct 26

DateMonday, October 26, 2026, 10:00 am, 40 minAttendeesJess Albright (marketing lead), Nate Kim (email and content), Aisha Rahman (paid social), Colin Fry (design)GuestsBea Lindqvist (wholesale manager), requests item onlyNotes byNate Kim

Numbers against this month's goals

Measure	Goal	To date	Note
Online revenue	$68,000	$51,200	Behind pace. Needs about $2,800 a day for the last 6 days, against about $2,000 a day so far
New email subscribers	1,200	870	Sign-up pop-up was broken for six days. Nate thinks it's fixed, needs confirming.
Paid social spend	$9,000	$7,600	On budget
Paid social revenue per $1 spent	$3.00	$2.40	Retargeting ads have run unchanged since August
Wholesale inquiries	15	9	Behind. Bea's sell sheet request should help.

Campaigns in flight

Campaign	Owner	Launch	Status	Biggest risk
Holiday gift boxes	Jess	Nov 13	At risk	Photos for 2 of 5 boxes not shot yet
Black Friday email series	Nate	Nov 27	On track	Offer not decided, see below
Subscription page refresh	Nate	Oct 21	Live	None
Café partner sell sheet	Colin	Nov 6	Not started	New this week

Test results

Test	What we expected	Result	Keep, change or stop
Free shipping on the first subscription order	More subscription sign-ups	61 sign-ups in 14 days, up from 44 the two weeks before. Margin effect not checked.	Keep for now, decide after the margin check
New retargeting video ad	Lower cost per purchase	Only 4 days of data	Call it on Nov 2

Next two weeks

Oct 29: newsletter, bean of the month (Nate).
Nov 3: roastery tour video on Instagram (Aisha).
Nov 5: holiday gift guide on the blog (Nate). Needs the box photos.
Nov 6: café sell sheet to Bea (Colin).

Requests from other teams

Bea: one-page sell sheet for café owners. Accepted, due Nov 6.
Bea: email campaign to cafés in the region. Parked until January. The holiday push takes everyone through December.

Decisions

Pause the two oldest retargeting ads today. Aisha moves their budget to the new video ad until Nov 2.
The gift guide post moves to Nov 9 if the box photos aren't done by Oct 30.

Not decided yet

Black Friday offer: 15% off site-wide, or a free tin with orders over $60. Ray Duncan (owner) decides by Oct 30 once he sees the margin math.
Influencer gift boxes, $2,500 requested. Ray decides with the Black Friday offer.

Action items

ID	Item	Owner	Due	Done looks like
M1	Shoot photos for the last two gift boxes	Colin	Oct 30	All 5 boxes have photos on the product pages
M2	Send Ray both Black Friday options with margin per order	Jess	Oct 28	One-page comparison in Ray's inbox
M3	Check the sign-up pop-up on mobile and desktop	Nate	Oct 27	Test sign-ups from both show up in the email list
M4	Work out margin on first subscription orders with free shipping	Aisha	Nov 2	Margin per first order, before and during the test
M5	Draft café sell sheet	Colin	Nov 6	Draft approved by Bea

Oakmoor Coffee Roasters and everyone in this example are a fictional sample.

Best forMarketing teams of 2 to 10, in-house or at a small business

Meeting length40 minutes weekly, 90 minutes for the monthly strategy meeting

SectionsNumbers against goal, campaigns in flight, test results, next two weeks, requests from other teams, decisions, action items

FormatsGoogle Docs, Word, Notion, Markdown

What to write in each section

Numbers against this month's goals

Four to six numbers tied to this month's goals, with the goal next to each. Leave the full dashboard for people to read on their own time. Write a short guess at why anything is behind.

"New email subscribers: 870 of 1,200. Pop-up was broken for six days" is useful. "Email is down" is not.

Campaigns in flight

One row per campaign with owner, launch date, status and the biggest risk. A campaign that is late needs a new date before the meeting ends.

Test results

What you expected, what happened and whether you keep, change or stop it. If a test is too young to call, say when you will call it.

Next two weeks

Everything going out, by date. Reading it aloud catches clashes, like two emails to the same list on the same day.

Requests from other teams

Each request is accepted with a date, parked until a named month, or declined with a reason. Writing "parked" is better than letting it sit without an answer.

Decisions and not decided yet

Decisions written so someone who missed the meeting can act. Anything waiting on the owner or finance goes under not decided yet, with who decides and when.

When to use this template

Your weekly marketing meeting is mostly people reading dashboards to each other.
Requests from sales and other teams arrive in chat and quietly pile up.
Campaign dates slip and nobody notices until the week of launch.

Questions people ask

How is a marketing strategy meeting different from the weekly marketing meeting?: The weekly meeting is about getting this month's work out the door: numbers, campaigns, deadlines. The strategy meeting, monthly or quarterly, decides where budget and attention go next and which channels or campaigns to stop. If you mix them, strategy gets squeezed into the last five minutes. Keep a separate agenda for each, and see how to write a meeting agenda for setting up recurring ones.
Should sales attend the marketing meeting?: Not every week. Give them a standing requests slot in the weekly meeting and invite them to the monthly strategy meeting to share what they hear from customers. That keeps the weekly meeting small without shutting them out.
How many metrics should we review each week?: Only the ones tied to this month's goals, usually four to six. If a number never changes what anyone does, drop it from the meeting and leave it on the dashboard.

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