Setting Marketing Strategy Goals
13
May
2020
Marketing strategy goals follow from business goals: revenue, market share and profit. Each goal describes a measurable marketing result, such as leads, customers or repeat sales, with a deadline, a budget and a data source.
In short
- Business goal first, marketing goal second. "Raise awareness" with no link to sales is a wish.
- SMART format: specific, measurable, achievable, relevant to the business, time-bound.
- A goal tree links revenue to the number of customers, leads and cost per lead.
- Metrics come from GA4, Google Ads, Meta Ads and the CRM. A goal with no data source cannot be checked.
- Three to five marketing goals per year is enough. The rest are tasks and tactics.
How are marketing goals different from business goals?
A business goal states what the company wants: revenue, profit, market share or a new region. A marketing goal states what marketing must deliver for that to happen: how many leads, customers and repeat purchases, and at what cost.
Business goals and their time horizons are covered in our article on short-term and long-term company goals. This one explains how to translate them into marketing terms.
How do you build a goal tree?
Start with revenue and break it into factors. Revenue = customers × average order value × purchase frequency. Customers = leads × lead-to-payment conversion. Leads = traffic × website conversion rate. Each factor is a lever with an owner.
| Level | Metric | Owner |
|---|---|---|
| Business | Revenue, profit | Owner |
| Sales | Lead-to-payment conversion, average order value | Head of sales |
| Marketing | Number of leads, cost per lead, repeat purchase rate | Marketer or agency |
| Channels | Traffic, website conversion, ad CTR | SEO and paid media specialists |
The tree shows at once whether the plan is realistic. If a goal needs three times more leads on the same budget, revise it before you start.
How do you write a SMART goal?
Take the draft "get more customers from the internet" and go letter by letter. Specific: which customers, from which channels. Measurable: how many leads per month. Achievable: does the budget cover it at the current cost per lead? Relevant: what does it add to revenue? Time-bound: by what date?
The result might read: "By the end of Q2, receive at least N leads per month for service X from Google Ads and SEO at a cost per lead no higher than Y; source: CRM with UTM tags." N and Y come from the goal tree and past data.
What types of marketing goals are there?
- Acquisition. Leads and new customers from chosen channels.
- Efficiency. Cost per lead (CPL), customer acquisition cost (CAC), return on marketing investment (ROMI).
- Retention. Repeat purchase rate, customer lifetime value (LTV).
- Brand. Growth in branded queries in Search Console, reviews and rating on Google Maps, mentions in AI assistant answers.
- New market or product. First sales and acquisition cost in a new segment.
Where does the data come from?
Leads and sales: the CRM, where website leads arrive with UTM tags. On-site behaviour: GA4 with events set up through GTM. Advertising: Google Ads and Meta Ads accounts. SEO: Search Console. Everything comes together in one Data Studio (formerly Looker Studio) report.
If this data does not exist yet, the first goal of the quarter is to set up tracking. Without it, no other goal can be verified. Our article on monitoring strategy implementation covers what comes next.
What are the most common mistakes?
- "Increase awareness" with no metric and no deadline.
- Goals in likes and reach when the business needs leads.
- A goal with no budget: the result is planned, the money is not.
- A one-month SEO goal. In our experience, first noticeable SEO results appear after about 3 months.
Frequently asked questions
How many goals should a marketing strategy have?
Three to five per year. More than that spreads the team thin and turns the report into a long list of numbers with no decisions.
Can reach or followers be a goal?
As an intermediate goal, if its link to leads is clear. The main marketing goal should lead to sales or revenue.
How do you know a goal is realistic?
Test it against the goal tree and past data: the current cost per lead, conversion and budget. If the numbers do not add up, change the goal or the resources.
How fast do ads deliver compared with SEO?
We launch Google Ads or Meta Ads campaigns a few working days after getting account access, and the first data on leads and cost per lead comes in from the first days. SEO shows noticeable results after about 3 months.
Who should set marketing goals?
The owner together with the heads of marketing and sales. An agency helps build the goal tree and check whether it is realistic.
Set goals you can actually verify
We build the goal tree from revenue down to leads, set up tracking in GA4 and the CRM and put the goals into your marketing strategy.
Contact us
We will answer all your questions.

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