Monthly Marketing Review Workbook for Manufacturers
Run a structured monthly review of your manufacturing marketing performance using one organized Excel workbook.
Track results, identify problems, document decisions, assign next steps, and keep marketing activity aligned with sales and business priorities.
See How Your Monthly Marketing Review Comes Together
Preview the Excel workbook used to review marketing performance, compare results with goals, record insights, assign actions, and prepare priorities for the next month.
Everything You Need for a Structured Monthly Marketing Review
- Monthly Performance Scorecard
Record key marketing results and compare performance with monthly goals. - Results and Trends Review
Identify improvements, declines, missed targets, and emerging patterns. - Campaign and Channel Review
Evaluate content, email, website, social media, paid campaigns, and trade show activity. - Lead and Pipeline Review
Review lead quality, sales-qualified leads, pipeline contribution, and revenue influence. - Key Insights and Decisions
Document what worked, what needs attention, and which changes were approved. - Next-Month Action Plan
Assign priorities, owners, deadlines, and follow-up actions for the coming month.
Built for Manufacturing Teams That Need a Clear Monthly Review Process
This workbook is designed for lean manufacturing marketing teams that need to explain performance, identify priorities, and turn monthly reporting into clear action.
- Manufacturing marketing managers
- One-person marketing departments
- Industrial business owners and executives
- Marketing teams working closely with sales
- Consultants supporting manufacturing clients
Turn Monthly Marketing Data Into Better Decisions
- Review results using the same process every month
- Compare actual performance with goals and previous periods
- Identify problems before they become larger performance gaps
- Document insights, decisions, and follow-up actions
- Give each priority a clear owner and deadline
- Keep marketing activity aligned with sales and business goals
- Build a reusable record of performance throughout the year
Why This Works Better Than a Basic Monthly Report
A basic marketing report shows numbers. This workbook helps your team interpret those numbers, document decisions, and assign the next actions.
The review process connects marketing activity with leads, pipeline, revenue, sales feedback, campaigns, and business priorities. Instead of producing a report and filing it away, your team leaves each review with a clear plan for the next month.
Built From Real Manufacturing Marketing Experience
Created by Ronald Gerlach, a senior B2B marketing leader with more than two decades of experience supporting manufacturing and industrial organizations.
His experience includes managing marketing budgets approaching $1 million, improving sales-qualified leads by 169%, reducing marketing expenses by 35%, and building reporting processes that connect marketing activity with sales and business results.
ForgePoint Digital converts this hands-on experience into practical tools for lean manufacturing marketing teams.
Frequently Asked Questions
What software do I need?
The workbook is designed for Microsoft Excel.
Is this a subscription?
No. It is a one-time purchase with no recurring fee.
Can I reuse the workbook?
Yes. You may reuse it every month and create copies for future reporting periods.
Can I share it with my team?
Yes. You may share and use the workbook internally within your company.
What does the workbook help me review?
It helps you review marketing goals, KPIs, campaigns, leads, pipeline, insights, decisions, and next-month priorities.
Do I need advanced Excel skills?
No. The workbook is designed for practical use by manufacturing marketers without advanced spreadsheet experience.
How will I receive it?
Gumroad provides access to the Excel download immediately after purchase.
Need Help Running the Review Meeting?
Pair the workbook with the Monthly Marketing Review Guide for a step-by-step process covering preparation, KPI discussions, sales feedback, decisions, and follow-up actions.
Run a Better Monthly Marketing Review for $24.99
Get a reusable Excel workbook for reviewing performance, recording insights, assigning actions, and setting priorities for the next month.
One-time purchase. Excel download. Immediate access through Gumroad.