FY27 Marketing Department — Goals & OKR Map

Progressive Automations & Progressive Desk · 5 Goals · 70 Projects · Click OKRs to filter, goals to expand
5
Goals
70
Projects
3
Objectives
8
KRs Touched
Company OKRs — click to highlight connected goals
O1
Grow revenue to $17.37M, EBITDA margin to 23.5%+
KR1 PA Domestic Revenue $14.2M
KR2 Global Sales $0.87M
KR4 PD Revenue $2.3M+
KR5 EBITDA Margin 23.5%
KR3 New Product Revenue $250K+
O3
Build backbone & pipeline to scale to $20M+
KR1 Systems Consolidation
KR3 AI Enablement
O2
Excellent experience — quality at every touchpoint
KR4 SOPs & WKIs
Marketing Department Goals — click to expand
1
Paid Acquisition & Marketplace Revenue
O1-KR1O1-KR2O1-KR4O1-KR5
Contributors
KP
Kunjal Panchal
PA
Pratik Agarwal
DN
Denise Nahmias
PS
Paul Sulyma
KPI Tracking
MetricPlanActualPlanActualPlanActualPlanActualPlanActualSrc
Q1Q2Q3Q4FY27
Paid Traffic 150,540 150,540 150,540 150,540 602,165
PA USA 96,460 96,460 96,460 96,460 385,841
PA Canada 17,046 17,046 17,046 17,046 68,185
PD USA 18,910 18,910 18,910 18,910 75,643
PD Canada 18,124 18,124 18,124 18,124 72,496
Paid Revenue US$ 575,390 US$ 575,390 US$ 575,390 US$ 575,390 US$ 2,301,565
PA US$ 482,191 US$ 482,191 US$ 482,191 US$ 482,191 US$ 1,928,767
PD US$ 93,199 US$ 93,199 US$ 93,199 US$ 93,199 US$ 372,798
ROAS by Channel
Google
PA USA 650% 650% 650% 650% 650%
PA Canada 360% 360% 360% 360% 360%
PD USA 315% 315% 315% 315% 315%
PD Canada 340% 340% 340% 340% 340%
Bing
PA USA 650% 650% 650% 650% 650%
PA Canada 200% 320% 380% 420% 330%
PD USA 280% 280% 280% 280% 280%
PD Canada 280% 280% 280% 280% 280%
Amazon
PA 650% 650% 650% 650% 650%
PD 464% 464% 464% 464% 464%
Socials
PA 650% 650% 650% 650% 650%
PD 350% 350% 350% 350% 350%
Marketplace Revenue US$ 513,838US$ 513,838 US$ 513,838 US$ 513,838 US$ 513,838 US$ 2,055,356US$ 513,838
PA US$ 432,521 US$ 432,521 US$ 432,521 US$ 432,521 1,730,086
PD US$ 81,317 US$ 81,317 US$ 81,317 US$ 81,317 325,270
17 Projects
0
Completed
0
In Progress
17
Not Started
0
Late
17
Total
ProjectDueStatusScheduleAccountableResponsibleAsana Link
Google PA — Scale Not Started On Track
KP
Kunjal Panchal
PA
Pratik Agarwal
Bing PA USA Not Started On Track
KP
Kunjal Panchal
PA
Pratik Agarwal
Bing PA Canada Not Started On Track
KP
Kunjal Panchal
PA
Pratik Agarwal
PA Global Paid — Google Not Started On Track
KP
Kunjal Panchal
PA
Pratik Agarwal
PA Global Paid — Bing EU Not Started On Track
KP
Kunjal Panchal
PA
Pratik Agarwal
PD Canada Paid Not Started On Track
KP
Kunjal Panchal
PA
Pratik Agarwal
PD Google USA — Recovery Not Started On Track
KP
Kunjal Panchal
PA
Pratik Agarwal
Amazon Sponsored Ads + DSP Launch Not Started On Track
KP
Kunjal Panchal
KP
Kunjal Panchal
PD Amazon — Conservative Hold Not Started On Track
KP
Kunjal Panchal
KP
Kunjal Panchal
eBay — Maintain Not Started On Track
KP
Kunjal Panchal
PS
Paul Sulyma
RobotShop Marketplace (PA) Not Started On Track
KP
Kunjal Panchal
PS
Paul Sulyma
Truemed Marketplace (PD) Not Started On Track
KP
Kunjal Panchal
PS
Paul Sulyma
Amazon Back-End SEO Not Started On Track
KP
Kunjal Panchal
PS
Paul Sulyma
OEM Replacement Descriptions Not Started On Track
KP
Kunjal Panchal
PS
Paul Sulyma
A+ Q&A — Rufus Optimisation Not Started On Track
KP
Kunjal Panchal
PS
Paul Sulyma
Amazon Image Refresh Not Started On Track
KP
Kunjal Panchal
PS
Paul Sulyma
Listings + Variations Structure Not Started On Track
KP
Kunjal Panchal
PS
Paul Sulyma
2
Website & Digital Experience Transformation
O1-KR1O1-KR3O1-KR5
Contributors
NP
Nazar Platonov
JF
Joanne Fajardo
EH
Elina Hodz
NB
Nathan Bong
KPI Tracking
MetricPlanActualPlanActualPlanActualPlanActualPlanActualSrc
Q1Q2Q3Q4FY27
Conversion Rate
PA CA 1.30% 1.35% 1.40% 1.40% 1.36%
PA USA 1.15% 1.11% 1.11% 1.00% 1.09%
AOV US$ 559 US$ 566 US$ 572 US$ 580 US$ 572
18 Projects
0
Completed
0
In Progress
18
Not Started
0
Late
18
Total
ProjectDueStatusScheduleAccountableResponsibleAsana Link
Navigation, Collections & Filters Restructure Not Started On Track
JF
Joanne Fajardo
NP
Nazar Platonov
New Product Pages Not Started On Track
JF
Joanne Fajardo
NP
Nazar Platonov
B2B Industry Pages — Card Layout Not Started On Track
JF
Joanne Fajardo
NP
Nazar Platonov
Visual Refresh — Modern Design System Not Started On Track
JF
Joanne Fajardo
EH
Elina Hodz
AI Bundle Builder — Integration & Page Logic Not Started On Track
JF
Joanne Fajardo
NP
Nazar Platonov
Custom Orders Online Not Started On Track
JF
Joanne Fajardo
NP
Nazar Platonov
Brand, Technology & Expertise Messaging Not Started On Track
JF
Joanne Fajardo
NB
Nathan Bong
Brand Integration — Natural Buyer Journey Not Started On Track
JF
Joanne Fajardo
NB
Nathan Bong
Product Photography — AI Image Gen, Style & Standards Not Started On Track
JF
Joanne Fajardo
EH
Elina Hodz
Blog Category Reorganization Not Started On Track
JF
Joanne Fajardo
NB
Nathan Bong
Further Reading Interlinking System Not Started On Track
JF
Joanne Fajardo
NB
Nathan Bong
Application Landing Pages Not Started On Track
JF
Joanne Fajardo
NB
Nathan Bong
Bundle Product Pages Not Started On Track
JF
Joanne Fajardo
NP
Nazar Platonov
Checkout Optimization Not Started On Track
JF
Joanne Fajardo
NP
Nazar Platonov
Business Solutions Section Not Started On Track
JF
Joanne Fajardo
NP
Nazar Platonov
Made in Canada + About Us Refresh Not Started On Track
JF
Joanne Fajardo
EH
Elina Hodz
Dump Bed Kit — Category & Product Pages Not Started On Track
JF
Joanne Fajardo
JF
Joanne Fajardo
Core Web Vitals + Crawl Health Not Started On Track
NP
Nazar Platonov
NP
Nazar Platonov
3
Organic Visibility, Content Engine & Social Presence
O1-KR1O1-KR2O1-KR4
Contributors
PD
Pablo Diaz Varela
KP
Kunjal Panchal
JF
Joanne Fajardo
EH
Elina Hodz
NB
Nathan Bong
SE
Shareny Espinoza
MV
Monica Vasquez
KPI Tracking
MetricPlanActualPlanActualPlanActualPlanActualPlanActualSrc
Q1Q2Q3Q4FY27
Non-Paid Traffic 791,250 791,250 791,250 791,250 3,165,010
PA USA 581,814 581,814 581,814 581,814 2,327,257
PA Canada 93,375 93,375 93,375 93,375 373,503
PD USA 69,186 69,186 69,186 69,186 276747
PD Canada 46,875 46,875 46,875 46,875 187,503
Non-Paid Revenue 895,188 895,188 895,188 895,188 3,580,754
PA 608,626 608,626 608,626 608,626 2,434,506
PD 286,562 286,562 286,562 286,562 1,146,248
AI Visibility Percentage
PA 30% 33% 36% 40% 35%
PD 2% 3% 4% 5% 3.50%
Brand Search 2,100 2,100 2,100 2,100 2,100
PA USA 750763 | 102% 750 750 750 750
PA Canada 330 330 330 330 330
PD USA 270 270 270 270 270
PD Canada 750 750 750 750 750
16 Projects
0
Completed
0
In Progress
16
Not Started
0
Late
16
Total
ProjectDueStatusScheduleAccountableResponsibleAsana Link
PA SEO Restructure Not Started On Track
KP
Kunjal Panchal
KP
Kunjal Panchal
Title Tags & Meta Descriptions Audit Not Started On Track
KP
Kunjal Panchal
SE
Shareny Espinoza
Internal Linking Structure Not Started On Track
KP
Kunjal Panchal
SE
Shareny Espinoza
Competitor SEO Gap Analysis Not Started On Track
KP
Kunjal Panchal
SE
Shareny Espinoza
Backlink Profile Audit Not Started On Track
KP
Kunjal Panchal
SE
Shareny Espinoza
Industrial Directory Submissions Not Started On Track
KP
Kunjal Panchal
SE
Shareny Espinoza
Digital PR Not Started On Track
KP
Kunjal Panchal
SE
Shareny Espinoza
PD Organic Restructure Not Started On Track
JF
Joanne Fajardo
NB
Nathan Bong
Content Strategy — Buying Stage Map Not Started On Track
JF
Joanne Fajardo
KP
Kunjal Panchal
Blog Posts — SEO-led (weekly) Not Started On Track
KP
Kunjal Panchal
NB
Nathan Bong
Case Studies — B2B (2-4/yr) Not Started On Track
JF
Joanne Fajardo
NB
Nathan Bong
YouTube Strategy + Application Videos Not Started On Track
JF
Joanne Fajardo
NB
Nathan Bong
Social Media — TikTok, Facebook, Instagram & LinkedIn Not Started On Track
JF
Joanne Fajardo
MV
Monica Vasquez
UGC + Influencer Partnerships Not Started On Track
JF
Joanne Fajardo
PD
Pablo Diaz Varela
Reddit + Forums Engagement Not Started On Track
JF
Joanne Fajardo
PD
Pablo Diaz Varela
Dump Bed Kit — Content Package Not Started On Track
JF
Joanne Fajardo
NB
Nathan Bong
4
B2B Pipeline & Global Market Expansion
O1-KR1O1-KR2
Contributors
DN
Denise Nahmias
PD
Pablo Diaz Varela
KP
Kunjal Panchal
TH
Timo Hengge
JF
Joanne Fajardo
KPI Tracking
MetricPlanActualPlanActualPlanActualPlanActualPlanActualSrc
Q1Q2Q3Q4FY27
B2B Inbound Leads 90 80 70 65 305
Global Revenue B2C US$ 121,039 US$ 118,152 US$ 123,214 US$ 120,975 US$ 662,692
11 Projects
0
Completed
0
In Progress
11
Not Started
0
Late
11
Total
ProjectDueStatusScheduleAccountableResponsibleAsana Link
IVT Chicago (Booth) Not Started On Track
DN
Denise Nahmias
DN
Denise Nahmias
1 Global Tradeshow (Booth) Not Started On Track
DN
Denise Nahmias
DN
Denise Nahmias
Brazil / Mexico Attendance Not Started On Track
DN
Denise Nahmias
DN
Denise Nahmias
Customer Visits & Immersion Not Started On Track
DN
Denise Nahmias
DN
Denise Nahmias
Top 20 VIP Merch Program Not Started On Track
DN
Denise Nahmias
DN
Denise Nahmias
Strategic Partnership & Co-Marketing Not Started On Track
DN
Denise Nahmias
PD
Pablo Diaz Varela
AI-Powered Lead Pipeline Not Started On Track
DN
Denise Nahmias
DN
Denise Nahmias
LATAM Dealership Prospecting Not Started On Track
DN
Denise Nahmias
DN
Denise Nahmias
Directory Listings — ThomasNet + Global Not Started On Track
DN
Denise Nahmias
KP
Kunjal Panchal
Inbound Lead Volume & Quality Not Started On Track
DN
Denise Nahmias
KP
Kunjal Panchal
Dump Bed Kit — B2B Fleet Outreach Not Started On Track
TH
Timo Hengge
JF
Joanne Fajardo
5
Marketing Operations & AI Enablement
O3-KR1O3-KR3O2-KR4
Contributors
JF
Joanne Fajardo
NP
Nazar Platonov
TH
Timo Hengge
DN
Denise Nahmias
Project Delivery Tracking
0
Completed
0
In Progress
8
Not Started
0
Late
8
Total
ProjectDueStatusScheduleAccountableResponsibleAsana Link
Simplify Launch Process Not Started On Track
JF
Joanne Fajardo
JF
Joanne Fajardo
Jasper Workflow Integration Not Started On Track
JF
Joanne Fajardo
NP
Nazar Platonov
Launch Analytics Project Not Started On Track
TH
Timo Hengge
TH
Timo Hengge
Company-Wide AI Training Not Started On Track
TH
Timo Hengge
DN
Denise Nahmias
Prompt Library Creation Not Started On Track
DN
Denise Nahmias
JF
Joanne Fajardo
AI Courses — Marketing Team Not Started On Track
DN
Denise Nahmias
DN
Denise Nahmias
AI Tool Stack Standardization Not Started On Track
DN
Denise Nahmias
JF
Joanne Fajardo
New Product Launch Playbook Not Started On Track
JF
Joanne Fajardo
JF
Joanne Fajardo
Team Members
T
Timo Hengge
Director of Sales & Marketing
N
Nazar Platonov
Project Manager
D
Denise Nahmias
Head of Growth
J
Joanne Fajardo
Product Marketing Manager
K
Kunjal Panchal
PPC & SEO Manager
P
Pratik Agarwal
PPC Specialist
P
Paul Sulyma
Marketplaces Specialist
E
Elina Hodz
Graphic Designer
N
Nathan Bong
Engineering Content Creator
S
Shareny Espinoza
SEO Intern
M
Monica Vasquez
Social Media Intern
P
Pablo Diaz Varela
Community Marketing Specialist