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Marketing Campaign Retrospective / Notion import + kit

Marketing campaign review template

Separate campaign activity, observed outcomes, and uncertain attribution before choosing the next test.

Made for small teams reviewing a completed promotion.

Price and availability

Catalog price: $9 USD

One-time purchase · No subscription

  • FilesZIP with five editable Markdown documents, an offline HTML workbook, a reading edition, and optional Notion import files (not a configured workspace). A worked example is included.
  • To useExtract the ZIP. Open the workbook in a current desktop browser; edit Markdown in a text editor. No account needed for the workbook or Markdown files. A Notion account is needed only for the optional import; set database properties and relations yourself.
  • LicenseUse for your own or client work; do not redistribute the original templates or tools. Full terms.
  • SupportProduct questions and corrections by email; no custom implementation or professional review. 14-day refund policy.
Read the free worksheet

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The task

What you'll make

A campaign review distinguishing observed results from attribution guesses.

Gather before you start

  • Campaign dates
  • Channel records
  • Outcome definitions

Mark missing information so you can check it before using your work.

When to skip this kit

  • You need a native Excel, Canva, or Word template. This download contains Markdown documents and an offline HTML workbook, plus Notion import files you configure yourself.
  • You need autosave or cloud sync. Export Markdown or save a backup before closing the offline workbook.
  • You need someone to complete the work. These are worksheets to fill in yourself.

Read the first worksheet below to see whether its questions help with your task.

Included files

What's inside

  1. 01Campaign record
  2. 02Outcome ladder
  3. 03Attribution limits
  4. 04Cause discussion
  5. 05Next experiment

Each document has instructions, questions, and space for your answers. The final document includes a common mistake to check for before using your work.

Your completion check

The review records actual costs and outcomes and labels attribution uncertainty rather than inventing precision.

Before you finish

Check this before you use it

A change in sales is automatically credited to the campaign.

Record overlapping influences and state what the measurement cannot isolate.

Use the final worksheet to record what needs fixing and what you still need to check.

Free worksheet

Start with worksheet one

Free to inspect and copy
WORKSHEET 01 / 05
Download worksheet

Campaign record

Jump to a section

Worksheet 1 of 5. Campaign record Project: {{project}} Prepared by: {{business}} Review with: {{contact}} Target: {{deadline}}

Instructions

Gather dates, offer versions, placements, spend, staff time, and any disruptions.

Worked example, fictional

Context: A workshop promotion used email and local partners, but the team cannot tell which channel influenced every booking. Completed response: Email went out Tuesday; one partner link was broken for the first day.

Your decision

What actually ran compared with the original plan? My answer: [ ] Source and date: [ ] Still to check: [ ] Next action, owner, and due date: [ ]

Before moving on

[ ] My answer uses my own facts. [ ] I have marked anything I still need to check.

Next worksheet: Outcome ladder.

Before you start

  • Campaign dates: [Source or notes]
  • Channel records: [Source or notes]
  • Outcome definitions: [Source or notes]

What you will make

A campaign review distinguishing observed results from attribution guesses.

View plain worksheet text
Worksheet 1 of 5. Campaign record
Project: {{project}}
Prepared by: {{business}}
Review with: {{contact}}
Target: {{deadline}}

Instructions
Gather dates, offer versions, placements, spend, staff time, and any disruptions.

Worked example, fictional
Context: A workshop promotion used email and local partners, but the team cannot tell which channel influenced every booking.
Completed response: Email went out Tuesday; one partner link was broken for the first day.

Your decision
What actually ran compared with the original plan?
My answer: [ ]
Source and date: [ ]
Still to check: [ ]
Next action, owner, and due date: [ ]

Before moving on
[ ] My answer uses my own facts.
[ ] I have marked anything I still need to check.

Next worksheet: Outcome ladder.

Before you start
- Campaign dates: [Source or notes]
- Channel records: [Source or notes]
- Outcome definitions: [Source or notes]

What you will make
A campaign review distinguishing observed results from attribution guesses.

This is the complete first worksheet from the current edition. The full kit adds the remaining four documents, a worked scenario, and the offline editing workbook, plus an optional Notion import ZIP with Markdown pages and CSV databases.

Before you choose

What should I have ready for this kit?

Bring campaign dates, channel records, outcome definitions. Mark anything you still need to check.

How do I know the work is finished?

A campaign review distinguishing observed results from attribution guesses. Check your answers against the original records and note anything unresolved before sharing your work.

What is in the Notion import pack?

The download includes an optional NOTION-IMPORT.zip with authored Markdown page templates and sample-filled CSV databases. Import the files in Notion, then set field types and any database relations yourself. Alongside those files, you receive editable Markdown documents and an offline HTML workbook. Set up the imported pages and tables yourself. These are not native Excel, Canva, or Word templates. Extract the whole ZIP before opening the HTML files. Mobile file managers may not run local scripts; the text files and reading edition remain available.

Will this do the work for me?

The kit supplies structure, questions, and examples. You provide the facts, make the decisions, and adapt the finished output. You are responsible for checking the finished work. Custom implementation and professional review are not included.

Included Notion import files · fictional preview data

Campaign Evidence and Learning Desk

2 Notion page templates and 3 sample-filled CSV databases. Extract the product download, then import NOTION-IMPORT.zip in Notion desktop or web.

04-Campaign-Closeout.md

# Campaign closeout · [campaign ID]
- Intended audience and job to be done: [ ]
- Exact offer, price, page, and dates: [ ]
- Channels used and material changes: [ ]
- Spend, platform fees, discounts, refunds, and staff hours: [source each]
- Primary metric with numerator, denominator, and source: [ ]
- Verified qualified actions and completed purchases: [ ]
- Baseline or comparison group: [ ]
- What changed during the window: [ ]
- What cannot be attributed with available evidence: [ ]
- Decision and owner: [ ]

01-Campaign-Register · sample database

Campaign IDOffer versionAudience or cohortStart dateEnd dateChannelsOwnerPrimary questionPlanned cost limitStatus
CMP-01Sample digital guide / v1Opted-in readers10/01/202610/14/2026Newsletter and owned siteMarketing owner ADid clearer contents improve qualified visits?100 USDReady to review

Example rows are fictional. The import creates pages and databases; set property types and any relations inside Notion. You configure the tables after import.

Created by Pagemage with AI-assisted writing and development. Read how the content and tools are checked. Questions or corrections: hello@pagemage.tech. 14-day refund policy.