Workflow Templates: marketing campaign checklist

Identify existing customer demographics and behaviors

Conduct surveys or focus groups to gather insights

Analyze competitors and their audience segments

Define buyer personas based on research

Ensure compliance with data protection regulations

Establish specific, measurable, achievable goals

Align campaign objectives with overall business strategy

Set key performance indicators for tracking success

Determine budget and allocate resources accordingly

Plan timeline and milestones for campaign execution

Develop key messaging and value proposition

Create a content calendar with deadlines and responsibilities

Design visual elements and branding materials

Ensure all content complies with legal and industry standards

Test creative materials with a sample audience

Evaluate digital and traditional marketing channels

Select channels that align best with target audience

Plan integration and consistency across all channels

Determine frequency and timing of communications

Set up tracking and analytics tools for each channel

Monitor campaign metrics and KPIs regularly

Analyze data to assess effectiveness of strategies

Adjust tactics based on performance insights

Prepare performance reports for stakeholders

Conduct post-campaign evaluation to identify learnings

marketing campaign checklist