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Step-by-step Marketing Guide

Marketing Budget
Planning

Marketing is an investment, not a cost.
This guide helps CMOs efficiently plan budgets,
freeing their time for strategy instead of spreadsheets.

Introduction
Fundamentals1.1
Do your homework
Check Historical Data2.1
Clarify Company Expectations2.2
Learn Finance Team Rules2.3
Get Approval Flow2.4
Build your budget plan
Set Planning Process and Timeline3.1
Define Key Metrics3.2
Map Your Channels3.3
Create Budget Structure3.4
Divide Planning Duties3.5
Plan Line Items3.6
Create Budget Versions3.7
Analyze your plan
Budget Insights Checklist4.1
Get budget approval
Review your team proposals5.1
Get stakeholders signoff5.2
Create revised budget version5.3
Execute and track
Automate Actuals Tracking6.1
Move Dollars Around6.2
Handle Budget Changes6.3
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