Template guide
Overview
Set your marketing campaigns up for success. Collect current channel data, growth targets, and conversion metrics before you build a strategy.
Who should use this template
- Marketing agencies
- Growth consultants
- CMOs
What this template covers
Business overview
- Target customers
- Competitors
- Value proposition
Funnel & channels
- Current channels
- Sales funnel description
- Conversion metrics
Targets
- Marketing goals
- Monthly budget
- Growth targets
From responses to AI summary
FormGenyus is built for workflows where raw answers are long. Here is an illustrative example of how a summary differs from raw text (not from a live submission).
Sample raw response
Primary channel is currently LinkedIn; goal is to lower CAC by 20%; budget $10k/mo; targeting VPs of Sales…
Marketing execution brief
- Current state: Heavily reliant on LinkedIn ads with high CAC
- Primary target: VP of Sales personas in mid-market B2B
- Optimization goal: 20% CAC reduction through channel diversification or creative testing
FAQ
- How does AI help marketing teams?
- It translates a business's current state into a prioritized SWOT or growth-strategy summary.