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Episode 52: How to Develop a Quarterly Marketing Plan with Karl Boehm

After a two-year hiatus, the Spiral Marketing Podcast returns with Karl Boehm diving into the high-impact world of quarterly marketing plans. In this solo episode, Karl discusses the advantages of 90-day sprints over traditional yearly planning and outlines actionable steps to create a quarterly marketing plan that aligns with your big annual goals. Whether you’re leading a team or working solo, this episode provides a streamlined approach to prioritize and measure key performance indicators, tackle essential projects, and allocate resources effectively.

Key Takeaways from Karl Boehm on Quarterly Marketing Plans:

  • The Power of 90-Day Planning: Why quarterly planning can keep your team focused, agile, and accountable.

  • SMART Goals and Annual Objectives: How to break down your yearly goals into quarterly milestones.

  • Critical Areas of Focus and KPIs: Determine which projects matter most, set measurable outcomes, and learn to track key performance indicators with practical tools like Google Analytics and SEMrush.

  • Steps to a Successful Quarterly Plan: From setting strategic priorities to aligning your team, this episode covers the essential elements you need to make each quarter a win.

Episode Highlights:

  1. The Value of Quarterly Planning – Breaking down the advantages of 90-day sprints.

  2. Creating SMART Goals – Refresh on setting achievable, measurable goals.

  3. Mapping Out Your Marketing Plan – Setting priorities and determining resource allocation.

  4. Tracking Success – Leveraging analytics tools to measure your KPIs.

  5. Executing as a Team – Tips for presenting, aligning, and staying accountable each quarter.

Resources Mentioned:

  • Google Analytics

  • SEMrush

  • Native Analytics Platforms (Facebook, Twitter, LinkedIn)

  • Looking to break down your annual goals into actionable quarterly plans? Use this Annual Strategic Plan Template as a starting point to map out your objectives, set milestones, and track progress each quarter.

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