Free Checklist Templates for Demand Gen

Demand Gen

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OR

Campaign Reporting Checklist

Data Collection

Confirm the campaign KPIs and reporting window

Audit UTM parameters across campaign links

Validate GA4 conversion events and pixel firing

Pull spend and impression data from ad platforms

Export CRM-side pipeline and revenue data

Performance Analysis

Compare results against the campaign benchmarks

Calculate ROAS, CPA, and payback period

Analyze the conversion funnel for drop-off

Rank channels by efficiency and contribution

Flag whether the campaign hit its primary target

Run a root-cause analysis on the miss

Report Build & Review

Draft the executive summary and key findings

Build channel and funnel visualizations

Write actionable recommendations

Run peer review with the demand-gen lead

Distribution & Follow-Up

Distribute the report to stakeholders

Present findings at the next marketing WBR

Log follow-up actions in the team tracker

Archive raw data exports and the final report

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Email Campaign Checklist

List Hygiene & Segmentation

Build the segment in the MAP

Run a list-health check on the segment

Run the re-engagement sequence first

Flag EU and Canadian recipients in the segment

Apply the global suppression list

Content & Creative

Draft the subject line and preheader

Write body copy against the brief

Build the email in the ESP template

Apply UTM tags to every outbound link

Add the CAN-SPAM footer block

Compliance & Deliverability Setup

Verify SPF, DKIM, and DMARC alignment

Run a spam-trigger scan in GlockApps

Render-test across major email clients

Document GDPR lawful basis for the send

QA and Pre-Send Approval

Send a seed test to the internal QA list

Click every link and verify UTM convention

Collect creative, brand, and legal sign-off

Schedule the send window per recipient timezone

Send and Post-Campaign Analysis

Trigger the send with throttled batching

Monitor bounce and complaint rates in the first hour

Investigate deliverability issues with the ESP

Review opens, clicks, and conversions at 48 hours

Document learnings in the campaign retro

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Email Marketing Checklist

Campaign Brief & Segmentation

Define campaign goal and primary KPI

Confirm the target segment in your MAP

Audit list health and bounce rate

Run a re-engagement or sunset pass

Identify regional audience scope

Content & Copywriting

Draft the subject line and preheader

Tailor body copy to the funnel stage

Place a single primary CTA

Run a brand voice and copy edit pass

Build, Format & Render Testing

Build the email in your ESP template

Add UTM parameters to every link

Write alt text for every image

Run Litmus or Email on Acid render tests

Send a seed test to the internal QA list

Compliance & Deliverability

Verify the CAN-SPAM footer block

Confirm GDPR consent basis for EU recipients

Check SPF, DKIM, and DMARC alignment

Review sender reputation in Google Postmaster

Collect legal and brand sign-off

Send & Post-Send Review

Schedule the send for the optimal window

Monitor first-hour deliverability and bounces

Pull 24-hour engagement metrics

Compile the 7-day performance report

View Workflow Use Workflow

Marketing Operations Checklist

Campaign Planning

Write the campaign brief

Define ICP and target audience segments

Confirm budget and channel mix

Lock the UTM tagging convention

Content & Creative

Build the content calendar

Draft messaging and channel copy

Produce visual assets in brand guidelines

Route creative for legal and brand review

Confirm influencer FTC disclosure language

Pre-Launch QA

Validate GA4 events and conversion tracking

Run email deliverability and render checks

Verify consent state and pixel gating

Pressure-test the landing page

Launch & Monitoring

Launch paid media and email sends

Schedule social posts with UTM-tagged links

Review 72-hour pacing and CPA

Adjust bids, audiences, or creative rotation

Respond to comments, DMs, and brand mentions

Reporting & Optimization

Pull channel data into the campaign dashboard

Score performance against KPI targets

Run a root-cause review for missed targets

Document learnings and feed the playbook

Present results to stakeholders

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PPC Campaign Checklist

Campaign Setup

Define the campaign objective and target CPA

Select the ad platform and channel

Build the campaign and ad-group structure

Conduct keyword research with Ahrefs or Semrush

Set bidding strategy and pacing

Tracking & Instrumentation

Verify GA4 and pixel firing in GTM Preview

Configure conversion events and import to Google Ads

Apply the UTM tagging convention to all destination URLs

Define the KPI dashboard in Looker Studio

Creative & Landing Page

Write ad copy variants for each ad group

Produce creative assets per platform spec

Set ad extensions and assets

Confirm landing page matches ad message

Compliance & Pre-Launch Review

Run policy check against platform ad policies

Verify regulated-industry disclosures

Route to legal and brand for approval sign-off

Launch & Optimization

Launch the campaign at low daily budget

Run 48-hour post-launch QA review

Investigate and fix broken conversion tracking

Run weekly negative-keyword and search-term review

Launch A/B test on top ad group

Pause underperforming ads and keywords

Reporting & Wrap-Up

Deliver 30-day performance report to stakeholders

Document learnings in the optimization log

View Workflow Use Workflow

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