Purpose
Use this worksheet in your first week to capture an honest snapshot of where you (and the marketing function) stand today. It feeds directly into your 90‑Day Game Plan.
How to use
Block 45–60 minutes of focused time. Answer each prompt candidly. If you don’t know an answer, note who or what can help you find it.
| Area | Your current understanding (1‑10) | Evidence / Notes | Source to validate |
|---|---|---|---|
| Business model | |||
| Revenue targets | |||
| Funding & runway | |||
| Competitive landscape | |||
| Product roadmap |
| Discipline | Current health (Green / Amber / Red) | Biggest gap | First step to improve | | --- | --- | --- | --- | | Brand positioning | | | | | Messaging & value prop | | | | | Website & CRO | | | | | Demand generation | | | | | Retention & lifecycle | | | | | Data & analytics | | | |
Top 3 strengths I bring to the role
Top 3 development areas to watch