Team First 90 · By Sowmya Moni

Lead your first marketing team.

A 13-week workbook for newly promoted marketing managers leading 2 to 10 people.

A practical first-time marketing manager workbook for setting priorities, delegating work and preparing for your first management review.

Take a look inside 36-second preview

What you’ll work on

01

Set weekly priorities

Set priorities, hold team check-ins and keep your manager informed.

02

Delegate recurring work

Delegate recurring work with clear expectations and check-in points.

03

Prepare for your review

Record results and feedback for your first management review.

What’s inside

Fillable PDF and Excel worksheets, with instructions for using Google Sheets.

View the contents and worksheets

Guidance for different company stages, conversation scripts, reflection exercises and completed examples. Worked decisions cover attribution, colleague conflict, coaching, stakeholder requests and inheriting a team.

  • Friday review and weekly log
  • Funnel audit
  • Stakeholder map
  • Team and agency map
  • Weekly manager update
  • Campaign brief
  • Experiment log
  • Request triage
  • Pulse survey
  • Growth plan
  • Delegation planner
  • Review portfolio

Examples follow a five-person B2B software team, with guidance for other company stages and solo managers.

How do I start, and how much time will I need?

Start in 20 minutes: choose two focus areas, draft three success measures and book your manager conversation. Then plan for 10 minutes a day and a 60-minute Friday block; meetings take additional time.

Sowmya Moni

From Sowmya Moni

I created this workbook after 27+ years in enterprise technology marketing. It covers the decisions I had to learn when I first became a manager.

Before you buy

Is coaching included?

No. This is a self-guided product; live sessions and coaching are not included.

Can my company buy this for me?

Yes. One purchase covers one named participant. Share completed work with your sponsoring manager; each additional participant needs a licence. A sponsor guide is included.

What happens after my first 90 days?

Keep using the worksheets. Review your portfolio again at Month 6.

Buying for several managers, or need help with a download?

Email hello@sowmyamoni.com for multiple-licence enquiries or download support.

A worked approach

Turn the week into a useful manager update.

An illustrative example of the decisions to capture alongside the weekly manager update worksheet.

Priorities

Confirm the campaign brief and delegate the first draft with a clear review date.

Progress and evidence

Record what was completed, what changed and the evidence available.

Decision needed

Ask your manager to resolve a competing request before committing the team.

Illustrative wording, not a completed customer worksheet. The toolkit includes editable worksheets and worked decisions.

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