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Marketing Budget Template
Annual marketing budget template broken into channels, with formulas for ROI, CAC, and payback period built in.
What's inside
- Annual budget allocator (8 channels)
- Monthly burn-down tracker
- CAC, LTV, payback formulas
- Test budget guidelines (5–10% of total)
- Channel benchmark library
- Reforecast template (mid-year)
- Justification deck structure for buy-in
How to use it
- 1Start with revenue target backwards: revenue × 7–12% = your marketing budget for growth-stage businesses.
- 2Reserve 5–10% as a 'test budget' for new channels. The rest goes to proven channels.
- 3Update the actual spend column monthly. Quarterly, compare to plan and reforecast.
Why this template works
Most small business marketing budgets are made up in January and forgotten by March. This template builds in the monthly cadence that keeps spending honest and ROI calculable. Without it, you can't tell whether you're winning or just spending.
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