Quarterly Marketing Review
The deck template I use with executive teams. Sixteen slides, presenter notes, real example data.
What this is
A sixteen-slide presentation template for quarterly marketing reviews (QBRs) with executive teams. Includes slide structure, presenter notes, chart placeholders, and real example data you can replace with your own.
This is the exact format I use when presenting to founders and C-suite stakeholders. The structure is designed to answer the questions executives actually ask — not the metrics marketers want to show.
Slide structure
Section 1: Context (Slides 1–3)
Slide 1: Title & framing Quarter, date range, who’s presenting. One sentence framing what this quarter was about — the initiative, the constraint, or the strategic bet.
Slide 2: Executive summary Four metrics in large type: revenue impact, lead volume, CAC trend, one channel-specific KPI. Green/red arrows. No charts — just the four numbers the CFO cares about.
Slide 3: What we said we’d do Bullet list of last quarter’s commitments. Each one marked: done, in progress, or deprioritised (with a one-line reason).
Section 2: Performance (Slides 4–9)
Slide 4: Revenue attribution Chart showing marketing-influenced revenue vs. total revenue. Breakdown by channel. The goal: prove that marketing spend is connected to revenue, not just leads.
Slide 5: Channel performance Table with one row per channel: spend, leads, customers, CAC, LTV:CAC ratio. Colour-coded by performance vs. target.
Slide 6: Organic / SEO Traffic trend, keyword rankings movement, top-performing content. One callout: what’s working and what’s stalled.
Slide 7: Paid media ROAS by platform, creative performance, audience insights. One callout: what we’re scaling and what we’re cutting.
Slide 8: Content & lifecycle Blog traffic, email metrics (open rate, click rate, unsubscribe rate), conversion rates by content type. One callout: content that converted vs. content that just got traffic.
Slide 9: Experiments What we tested this quarter, what we learned, what we’re rolling out vs. killing. Format: hypothesis > test > result > decision.
Section 3: Diagnosis (Slides 10–12)
Slide 10: What worked Three things. For each: what we did, why it worked, and whether it’s repeatable.
Slide 11: What didn’t work Three things. For each: what we expected, what happened, and what we learned. No spin — executives respect honesty more than optimism.
Slide 12: External factors Google algorithm updates, competitor moves, market shifts, seasonality. The things that affected performance but weren’t in our control. Important for context — executives need to separate execution quality from market conditions.
Section 4: Next quarter (Slides 13–16)
Slide 13: Strategic priorities Three priorities max. Each one tied to a business objective, not a marketing metric. “Reduce CAC by 20% to improve margins before fundraise” — not “increase organic traffic.”
Slide 14: Tactical plan The specific initiatives mapped to each priority. Owner, timeline, success metric, resource needs.
Slide 15: Budget request What you need, why, and the expected return. Show the math. If you’re asking for more budget, show the LTV:CAC ratio by channel and where the marginal return is highest.
Slide 16: Questions & discussion Leave this slide up during Q&A. Include a QR code or link to a shared doc where detailed data lives for anyone who wants to dig deeper after the meeting.
Presenter notes included
Every slide includes:
- Talk track: What to say, in what order, in plain language
- Anticipated questions: The pushback executives typically give on that slide, and how to respond
- Data sources: Where to pull the numbers from (GA4, Search Console, ad platforms, CRM)
How to use it
- Download the template (Keynote or PowerPoint)
- Replace sample data with your actual numbers — every chart has labelled data cells
- Read the presenter notes before the meeting — they’re designed as a rehearsal script
- Time yourself — this deck is designed for a 45-minute slot (30 min presentation + 15 min Q&A)
- Send the deck 24 hours before the meeting so executives can pre-read (they will ask better questions)
Design principles behind this template
- Numbers before narratives. Lead with data, then explain it. Executives lose trust when you lead with story and trickle in the numbers.
- Three, not ten. Three priorities. Three wins. Three losses. The human brain retains three things from a meeting.
- Honest about what failed. Slide 11 exists because hiding failures erodes trust faster than any bad quarter ever could.
- Connected to business outcomes. Every metric ties to revenue, margin, or growth — not vanity metrics.
Version history
| Version | Date | Notes |
|---|---|---|
| 3.0 | April 2026 | Redesigned for 16:9, added presenter notes, experiment slide |
| 2.0 | January 2026 | Added budget request slide, channel deep-dives |
| 1.0 | August 2025 | Initial release |
