Business Roadmap
Plan and visualize your year with this quarterly roadmap. Whether you're managing marketing campaigns, product development, or team goals, this template gives you a clear structure to organize priorities month by month. The sample entries are marketing-related, but you can easily adapt it for any project or department.
Board Table
Quarter
Focus Area
Month
Description
Q1 2025 Audience Research Month 1 Run a customer persona workshop and audit current audience segmentation.
Q1 2025 Web Presence Setup Month 2 Build and test a basic website or landing page MVP using the selected platform.
Q1 2025 Brand Identity Month 3 Design visual identity and establish brand tone guidelines.
Q1 2025 Email Marketing Foundation Month 3 Launch newsletter signup and set up basic CRM integration.
Q2 2025 Ad Experimentation Month 1 Launch initial paid ad tests on Meta and Google to validate traffic sources.
Q2 2025 User Feedback Collection Month 2 Host user interviews to understand pain points and refine UX.
Q2 2025 Marketing Automation Setup Month 3 Automate key flows like welcome, thank-you, and cart recovery emails.
Q3 2025 Content Engine Activation Month 1 Start publishing SEO-driven blog content and cross-post on social media.
Q3 2025 Retargeting Optimization Month 2 Run retargeting ads based on high-intent traffic from previous campaigns.
Q3 2025 Partnership Growth Month 3 Collaborate with micro-influencers on 2–3 pilot co-branded campaigns.
Q4 2025 Q4 Campaign Strategy Month 1 Plan seasonal promotions and finalize messaging for year-end campaigns.
Q4 2025 Sales Optimization Month 2 Launch bundled offers and upsell workflows to increase AOV.
Q4 2025 Year-End Review & Planning Month 3 Conduct a full-year performance audit and draft next year's growth roadmap.
