Marketing Budget Worksheet

Use this as your working checklist

• Revenue target
  What revenue or pipeline result are you trying to support?
• Marketing allocation
  What percentage or dollar amount is realistically available?
• Gross margin
  How much revenue remains after direct product or service cost?
• Acquisition target
  How many new customers or leads must the budget produce?
• Allowable CAC
  What acquisition cost can the economics support?
• Channel split
  Where will the first budget be allocated, and why?
• Test reserve
  How much budget is intentionally reserved for testing?
• Review threshold
  What results trigger reallocation or a pause?