Quarterly Marketing Framework | Megan West, Your Branding Gal

How to Build a Simple Quarterly Marketing Plan (A Reusable Framework You Can Use Every Quarter)

If you’ve ever tried to map out your marketing “for the whole year” and instantly felt like your brain melted… same. Most businesses don’t need a massive annual plan or a complicated strategy doc. They need a clean, realistic 90-day plan they can actually follow — and repeat.

That’s why quarterly planning works so well. It’s simple. It forces clarity. And it helps you make steady progress without guessing or reacting week by week.

So instead of giving you a rigid template (don’t worry, you’ll get templates inside the course and through my freebies), I want to give you something better:

A quarterly marketing framework you can reuse every single quarter — no matter your industry, size, or goals. Let’s walk through it.

Why a Framework Works Better Than a Template

Templates are great, but they’re one-and-done. A framework gives you structure you can rely on and adapt:

When your priorities shift
When you add new offers
When your team changes
When you suddenly have more (or less) bandwidth
When something unexpected hits your business

This framework keeps everything focused, strategic, and flexible — without reinventing the wheel every time.

Your Simple Quarterly Marketing Framework (4 Steps)

You can copy/paste these sections into a Google Doc, Notion page, ClickUp task — whatever you use. This is now your repeatable planning system.

1. Quarterly Focus Areas (Choose 1–3)

This section defines the big buckets that matter most for the next 90 days.

Ask yourself:

What would make the biggest impact right now?
Where is the biggest drop-off or gap in the business?
What would help bring in more leads or conversions with the least friction?
What’s been sitting undone for too long?

Examples of quarterly focus areas:

Strengthen brand clarity
Improve conversions on the website
Build evergreen content
Launch a lead magnet
Boost email engagement
Prepare for a launch
Upgrade social presence

This becomes your filter. If it doesn’t support your focus areas, it’s not a priority this quarter.

2. Strategic Initiatives (Brainstorm, Then Prioritize)

Within each focus area, identify the initiatives that move the needle.

Think:

Messaging updates
Website improvements
Email sequences
Content creation
Partnerships
Funnel improvements
Campaigns
Brand experience updates

Important: You don’t do everything you brainstorm.
You choose the initiatives that support your quarterly focus areas without burning you out.

Here’s what this section looks like:

Focus Area 1:

Initiative A
Initiative B
Initiative C

Focus Area 2:

Initiative A
Initiative B

Focus Area 3:

Initiative A

Then — highlight the ones that matter most.

3. Quarterly Deliverables (Define What “Done” Looks Like)

This is where many plans fall apart. People identify goals but never define the actual deliverables needed to achieve them.

Your deliverables should be clear, measurable, and tied directly to your initiatives.

Examples:

Rewrite homepage + About page
Create 1 lead magnet + landing page
Build 5-email nurture sequence
Produce 8 anchor blog posts
Set up new onboarding experience
Create a simple customer journey map
Draft 30 days of social content
Build a brand messaging guide

Deliverables keep you grounded.
They also make it easier to measure success at the end of the quarter.

4. Weekly Momentum Checklist

You don’t need a big weekly meeting — you just need consistency. This checklist keeps you accountable and aligned with almost zero effort.

Copy/paste this into your planner or weekly to-do list:

Weekly Momentum Checklist:

What moved forward this week?
What deliverable needs attention next?
What’s stuck or blocked that needs clarity/decision/approval?
Are we still aligned with our quarterly focus areas?
What’s one small action I can take to keep momentum going?

This tiny check-in prevents surprises, burnout, and forgotten priorities.

Your Reusable Quarterly Marketing Framework (Copy + Paste)

Here’s the full framework in one place so you can copy/paste it into your doc or Notion: