Role: [Job title] Company: [Company name] Start date: [Date] Template from: DOJO AI · dojoai.com
How to use this: Start on day one. The first section is your diagnostic — fill it in before you build any strategy. The plan only works if the diagnosis comes first.
Ask your manager these questions on day one. Write the answers down.
| Question | Answer |
|---|---|
| What does marketing own in the revenue model? (brand, pipeline, or both?) | |
| What does "good" look like at 90 days? | |
| What did the last person in this role get credit for? | |
| What did the last person in this role get blamed for? | |
| What's the single most important thing marketing can do in the next quarter? |
Get access to every data source. Check what's working before you analyse anything.
| Tool / Platform | Access ✓/✗ | Tracking working? ✓/✗ | Issues found |
|---|---|---|---|
| GA4 / Website analytics | |||
| Google Ads | |||
| Meta Ads | |||
| LinkedIn Ads | |||
| CRM | |||
| Email platform | |||
| Other: | |||
| Other: |
30-day diagnostic prompt (paste your performance data into Claude with this):
"Here is our marketing performance data for the last 30 days. Summarise what's going well, where we're wasting budget, and the 3 most important changes we should make."
Output / key findings: [Paste or summarise Claude's output here]
The 5–7 people who have opinions about marketing.
| Name | Role | What they care about | Their view of marketing | Risk level (L/M/H) |
|---|---|---|---|---|
The gap: What does sales say about the leads marketing generates? [Your notes]