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Ciana Abdollahian is a trusted resource in customer advocacy and community strategy for B2B SaaS. For over 15 years, she has helped companies design programs that turn customer relationships into measurable business growth. Her work spans global advocacy initiatives, executive engagement programs, and community strategies that keep customer proof at the center of go-to-market priorities. She believes the most effective customer stories are the ones leadership can see, measure, and act on.
One of the hardest parts of running a marketing program is getting the right people to see its impact.
You might report to a VP or Director, but the budget decisions often happen higher up. The CMO, CRO, or CEO rarely see what you do day to day. They see results when they show up in a board meeting slide or when a campaign goes viral—but most of the value you create is invisible unless you make it visible.
That is where the Quarterly Momentum Deck comes in.
It is a short, visual report that gives your boss and their boss a clear, repeatable story to take into leadership meetings. When done right, it can turn “nice to have” into “essential to growth.”
Visibility brings budget
Leaders cannot value work they do not see. The deck makes your wins impossible to miss.
It is built for executives
Executives do not want paragraphs of text. They want clean slides and points they can repeat to peers.
It arms your champions
A good VP or Director will fight for you if you give them the proof they need.
Consistency builds trust
Quarter over quarter, the deck shows your program delivers measurable results. That consistency makes it easier to protect and grow your budget.
You do not have to wait until the end of the quarter to highlight wins. Share them as they happen.
If a webinar brings in a major prospect, post the outcome in your internal Slack or Teams channel. If a campaign gets picked up by a top industry publication, share the coverage link. If a co-marketing effort drives a 25% increase in leads for a product launch, make sure the team sees it.
The quarterly deck becomes the crescendo. It pulls all those moments together and shows how your program moved the business forward.
One marketing director I worked with kept a simple “win log” in a shared doc. Every time the team had a notable result—strong engagement on a campaign, a great customer quote, a major partnership—they dropped it in. By the time the quarter ended, the deck practically built itself.
Slide 1 – Title and Quarter
Keep it simple: program name, quarter, year, team. Add a short tagline that links to a business goal, such as “Driving demand in key growth markets.”
Slide 2 – Impact Snapshot
Four to six metrics that matter to leadership. Examples:
Include quarter-over-quarter change so the story is about momentum, not just numbers.
Slide 3 – Highlights Reel
Three to five top wins. This might be a major campaign launch, a key partnership, a successful trade show, or media coverage in a high-value outlet. Use logos, photos, or headlines to make it visual.
Slide 4 – Program in Action
One short story. Outline the challenge, what you did, and the outcome in numbers.
Example: “Our joint webinar with [Partner] drew 800 registrants, 65% from target accounts. Within two weeks, 3 deals worth $450k moved to proposal stage.”
Slide 5 – Assets Delivered
List major campaigns, content pieces, creative, or enablement tools produced. Include links where possible so people can use them right away.
Slide 6 – Audience or Market Growth
Show growth in customers, partners, community members, or subscribers. Break down by segment, region, or industry to show where you are gaining traction.
Slide 7 – Business Wins
Tie your work to revenue or strategic wins.
Example:
Customer ARR Deal Type Marketing Touchpoint
Client A $250k Expansion Case study + event invite
Client B $400k New logo ABM campaign + analyst mention
Slide 8 – Internal Enablement
Show how you made other teams more effective. This could be launching a sales content hub, training CSMs on new messaging, or creating templates for partner outreach.
Slide 9 – Strategic Initiatives
Progress on multi-quarter goals. Examples: new brand positioning work, market research, or executive engagement programs.
Slide 10 – Cross-Functional Champs
Recognize 3–4 partners from other teams who contributed to your success. Name them and note what they did. This builds goodwill and encourages more collaboration.
Slide 11 – What’s Next
Close with 3–5 priorities for the coming quarter so leadership knows where you are headed.
The Quarterly Momentum Deck is more than a recap—it is an internal sales tool for your marketing program.
Share wins all quarter to build anticipation. Then, use the deck to bring everything together and connect it directly to the company’s priorities.
When you make your impact visible in a format executives can use, you stop hoping for budget approval and start giving leadership a reason to invest in your work.
