Manifestly: A Checklist App for Teams

Client Delivery Checklist

Pre-Delivery Checklist

Ensure the creative brief is complete

Gather all necessary resources from the client

Confirm project timeline

Create a delivery schedule

Delivery Checklist

Submit all deliverables to the client

Provide necessary technical support

Track and monitor the project timeline

Follow up to ensure client satisfaction

Post-Delivery Checklist

Collect feedback from the client

Analyze results of the project

Reassess timeline

Update project documentation

Resolve remaining issues

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Client Intake Checklist

Contact Information

Client name

Company name

Address

Phone number

Email address

Project Details

Project scope

Project timeline

Estimated budget

Client objectives

Marketing Strategy

Target audience

Marketing channels

Advertising message

Creative concepts

Performance Tracking

Key performance indicators

Metrics to measure success

Reporting frequency

Legal

Contract agreement

Payment terms

Confidentiality agreement

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Client Onboarding Checklist

Client Information

Client name

Contact details

Client’s goals and objectives

Budget

Project Overview

Scope of project

Deadlines

Deliverables

Team Assignments

Roles and responsibilities

Team members

Contact details

Communication

Meeting schedule

Reporting process

Communication channels

Documentation

Client onboarding document

Contract

Work agreements

Payment

Payment terms

Payment schedule

Invoicing

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Compliance and Risk Management Checklist

Regulatory Compliance

Establish a process for monitoring and responding to regulatory changes.

Ensure that all programs and processes comply with applicable laws and regulations.

Conduct periodic compliance reviews.

Develop and maintain a Code of Conduct that outlines ethical standards.

Data Security

Develop an IT security policy and ensure it is enforced.

Use anti-virus software and perform regular security updates.

Implement measures for physical security of confidential information.

Establish procedures for handling confidential data.

Risk Management

Establish a system for identifying and assessing risks.

Develop a plan to address risks identified.

Monitor and regularly review risk management processes.

Develop a system for reporting and responding to incidents.

Financial Management

Establish a system for monitoring and reporting financial performance.

Conduct periodic financial audits.

Develop a system for budgeting and forecasting.

Establish a system for tracking and managing accounts receivable.

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Creative Brief Checklist

Project Overview

Name of project

Objective

Timeline

Audience

Demographics

Target market

Brand

Brand identity

Brand message

Content

Message

Tone

Style

Technical Requirements

Platforms

Format

Budget

Allocation

Estimated cost

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Digital Execution Checklist

Planning

Define objectives

Create timeline

Research target audience

Set budget

Design

Develop creative concepts

Design creative assets

Create landing page

Execution

Launch campaigns

Monitor performance

Optimize campaigns

Reporting

Track key metrics

Generate reports

Analyze data

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Employee Onboarding Checklist

Complete new hire paperwork

Provide employee with ID badge

Schedule orientation

Order office supplies

Set up computer access

Provide employee with company email address

Discuss company policies

Schedule training sessions

Complete tax paperwork

Provide employee manual

Set up direct deposit

Schedule safety/security training

Provide employee with appropriate uniform/clothing

Provide employee with parking pass

Connect employee with a mentor

Schedule performance reviews

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Financial Management Checklist

Overview

Analyze financial statements

Develop budget

Monitor cash flow

Evaluate financial performance

Financial Planning

Set financial goals

Conduct financial analysis

Develop financial strategies

Identify funding needs

Financial Management

Manage cash flow

Manage accounts receivable and payable

Control costs

Maintain financial records

Risk Management

Identify risks

Develop risk management strategies

Implement risk management policies

Monitor and review risk management activities

Tax Planning

Gather financial information

Analyze tax implications

Develop tax strategies

File taxes

Reporting

Prepare financial reports

Analyze financial data

Communicate financial results

Review financial statements

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Invoicing Checklist

Invoice Details - Invoice Number - Invoice Date - Client Name - Client Address - Payment Terms

Line Items - Description - Cost - Quantity - Total

Payment Information - Method of Payment - Date of Payment - Amount Paid

Tax Information - Tax Rate - Amount of Tax

Miscellaneous - Additional Notes - Attachments (if applicable)

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Media Purchasing Checklist

Objectives

Set goals for campaign

Determine success metrics

Research potential markets

Set budget

Media Selection

Select target audience

Choose appropriate media

Identify outlets

Determine ad format

Negotiation

Research market rates

Negotiate discounts and creative options

Secure best rates

Execution

Sign contracts

Coordinate schedules

Monitor performance

Make adjustments as needed

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Production Checklist

Creative

Brief/Creative strategy

Creative Concept

Artwork/Design/Copy

Approvals

Production

Media plan/timeline

Materials/Production budget

Scheduling/Production timeline

Production/Printing/Assembly

Quality control/Approvals

Delivery

Delivery schedule

Distribution/Logistics

Delivery/Installation

Monitoring/Reporting

Final adjustments/Approvals

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Quality Assurance Checklist

Review the scope of the project

Ensure customer requirements are met

Assess the accuracy of data

Confirm the appropriateness of content

Analyze user experience

Check for any coding errors

Test for compatibility across browsers

Evaluate the effectiveness of design

Verify the accuracy of any text, links, and images

Validate any analytics or tracking codes

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Reporting and Analytics Checklist

Data Collection

Establish which data points to collect

Establish where to collect data from

Establish how to collect data

Data Analysis

Establish how to analyze data

Establish how to visualize data

Establish how to store data

Reporting

Establish reporting schedule

Establish reporting format

Establish reporting delivery method

Analytics

Establish desired outcomes

Establish objectives

Establish KPIs

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Free Checklist Templates for Advertising

Client Delivery Checklist

Pre-Delivery Checklist

Delivery Checklist

Post-Delivery Checklist

Client Intake Checklist

Contact Information

Project Details

Marketing Strategy

Performance Tracking

Legal

Client Onboarding Checklist

Client Information

Project Overview

Team Assignments

Communication

Documentation

Payment

Compliance and Risk Management Checklist

Compliance and Risk Management Checklist

Regulatory Compliance

Data Security

Risk Management

Financial Management

Creative Brief Checklist

Project Overview

Audience

Brand

Content

Technical Requirements

Budget

Digital Execution Checklist

Planning

Design

Execution

Reporting

Employee Onboarding Checklist

Employee Onboarding Checklist

Financial Management Checklist

Overview

Financial Planning

Financial Management

Risk Management

Tax Planning

Reporting

Invoicing Checklist

Invoice Details - Invoice Number - Invoice Date - Client Name - Client Address - Payment Terms

Line Items - Description - Cost - Quantity - Total

Payment Information - Method of Payment - Date of Payment - Amount Paid

Tax Information - Tax Rate - Amount of Tax

Miscellaneous - Additional Notes - Attachments (if applicable)

Media Purchasing Checklist

Objectives

Media Selection

Negotiation

Execution

Production Checklist

Creative

Production

Delivery

Quality Assurance Checklist

Quality Assurance Checklist

Reporting and Analytics Checklist

Data Collection

Data Analysis

Reporting

Analytics

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