Calculating Marketing ROI Checklist

Calculating Marketing ROI Checklist: Quantify Impact. Justify Investment. Optimize Strategy.

The Calculating Marketing ROI Checklist is a strategic performance tool for B2B marketers determined to elevate accountability, precision, and financial rigor in their programs. In enterprise environments—where budgets are scrutinized and sales cycles are long—being able to credibly measure marketing’s contribution to revenue is not optional; it’s essential. This checklist goes far beyond generic metrics and helps teams operationalize a structured, repeatable ROI framework that reflects both direct outcomes and broader brand impact.

Packed with over 70 detailed, action-oriented tasks, this checklist empowers marketing teams to work in lockstep with sales, finance, and analytics to quantify what works, what doesn’t, and where to double down. Whether you’re planning a campaign, managing a marketing operations function, or preparing for a board-level QBR, this checklist ensures your ROI reporting is not just accurate—but strategic, transparent, and deeply actionable.

Stratridge offers nearly 100 Marketing Checklists spanning every aspect of enterprise marketing. Paid members can download this and all the other marketing checklists.