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👋 Start Here: A Quick Note Before You Dive In This isn’t just another Notion template or worksheet—it’s a clarity tool. Whether you're a marketing lead stepping into more ownership or an entrepreneur who’s ready to run your marketing like a pro, this template is built to help you clear the clutter, focus on what matters most and justify your priorities with confidence.
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Use this before any formal planning kicks off—think: setting goals, making a case to leadership, or just making sure your own efforts are aligned and strategic.
Use each module page one and write on top of the questions and sections. You should mark this up and make it yours.
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For my marketing connections: The beauty of this template is that you should be able to use this whenever. The timing is great as we move into planning phase of Q4 for the next year (2026). I know other marketing leaders that revisit plans on a quarterly basis as well, it’s really nice when the requests begin to spiral and the work you’re doing strays from the main goals and KPIs you are set up for.
For my entrepreneurs & business owners: It can be really hard to know what the right process for marketing is, doing a lot of random things, just trying to see what sticks. This gives you a system and method to follow so you stay on track and clear on your goals.
When you finish the exercise, delete this note and make your own quick notes here in this block!
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<aside> 🔗 Linked Databases
Clarity & Prioritization Map Modules
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Let’s take a walk together. Send any q’s you have over to [email protected]
Or connect with me👇
LINKEDIN | WEBSITE | INSTAGRAM
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💡 Like this template and looking for more like it? This template is part of a bigger system I’m building for marketers and business owners who want a smarter way to lead their first 90 days. The full 90-Day Marketing Overhaul Course drops end of Q4. Want in early? Add your name to the interest list here for early access and a discount
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