Free Checklist Templates for Demand Generation

Demand Generation

OR

Ebook Creation Checklist

Planning and Research

Define the ICP and target persona

Validate the topic with SEO research

Audit competitor ebooks on the topic

Draft the content brief and outline

Drafting and Editing

Write the first draft against the brief

Editor passes for structure and voice

Fact-check claims and citations

Copy edit to house style

Route final draft for stakeholder approval

Design and Production

Apply brand-guideline layout in Figma

Source licensed imagery and charts

Design the cover and chapter dividers

Run accessibility check on the PDF

Export final PDF and source files

Landing Page and Gating

Decide whether to gate the asset

Build the landing page in HubSpot or Marketo

Configure UTM tagging convention

Set up lead scoring and CRM routing

QA forms, tracking, and consent flow

Fix QA issues before launch

Launch and Promotion

Send the launch email to the segment

Schedule organic social posts

Brief the SDR team on the asset

Launch paid promotion on LinkedIn

Post-Launch Reporting

Run the 7-day performance review

Audit MQL-to-SQL progression at 30 days

Schedule the lead-quality retro

View Workflow Use Workflow

Email List Building Checklist

Lead Magnet Creation

Define ICP and the job-to-be-done

Choose magnet format and offer

Brief design and copy against the asset spec

Fact-check claims and statistics

Schedule webinar production

Landing Page and Opt-In Form

Build the landing page in CMS

Configure the opt-in form fields

Add GDPR and CCPA consent language

Verify CMP fires before tracking pixels

Set UTM convention on all CTAs

Mobile QA across devices

Email Platform Wiring

Connect the form to the MAP

Build the welcome and nurture sequence

Verify SPF, DKIM, and DMARC on sending domain

Confirm region-specific consent flow

Enable double opt-in confirmation

Configure list segmentation rules

Promotion Launch

Schedule organic social posts

Launch paid acquisition campaigns

Run influencer or partner co-promotion

Send announcement to existing list segment

Post-Launch Performance Review

Review 7-day acquisition metrics

Audit deliverability of welcome email

Sign off on the launch review

Schedule iteration sprint

View Workflow Use Workflow

Lead Generation Checklist

ICP and Target List Build

Confirm the ICP and persona criteria

Decide the campaign type

Build the target account list

Score the ABM tier-1 account list

Lead Qualification and Routing

Validate emails before import

Confirm consent basis by region

Document the GDPR and CASL consent flow

Set lead-scoring thresholds in the MAP

Sync the suppression list to all sending platforms

Campaign Asset Production

Brief the offer and landing page

Build the landing page with form and tracking

Apply UTM convention to all campaign links

Send creative for legal and brand review

Outreach Launch

Render-test the email across major clients

Verify SPF, DKIM, and DMARC alignment

Configure the SDR sequence in Outreach or Salesloft

Send the broadcast or activate the sequence

Pipeline Measurement and Optimization

Verify GA4 conversion events post-launch

Run the 7-day campaign performance review

Run remediation cycle on underperforming segments

Close the loop with sales on lead quality

View Workflow Use Workflow

Marketing Analytics Monthly Review

Data Pipeline Health Check

Audit GA4 conversion events for misfires

Verify UTM convention compliance across campaigns

Confirm tags fire only after consent

Reconcile CRM sync with the MAP

Document pipeline audit findings

Campaign Performance Review

Pull spend and conversions from each ad platform

Compare CPA and ROAS against monthly targets

Decide on pauses for underperforming ad sets

Notify the media buyer of pauses and reasoning

Document A/B test winners and losers

Customer & Funnel Insights

Segment MQL-to-SQL conversion by source

Map drop-off points in the GA4 funnel report

Run sentiment analysis on inbound feedback

Review session-replay reels for friction points

Attribution & ROI Analysis

Run the multi-touch attribution model

Calculate payback period by acquisition channel

Review pipeline contribution by campaign

Decide whether an incrementality test is needed

Design the geo-holdout test plan

Strategy & Budget Optimization

Reallocate budget to top-ROAS channels

Brief the growth team on next-month experiments

Update the monthly performance dashboard

Sign off on the monthly review

View Workflow Use Workflow

Marketing Campaign Checklist

Campaign Planning and Strategy

Write the campaign brief

Lock the ICP and target account list

Confirm the campaign type

Set KPI targets and attribution model

Confirm budget and channel mix

Creative and Content Production

Draft messaging and copy variants

Produce visual assets in brand spec

Build landing page and form

Run legal and brand review

Tracking and Compliance Setup

Build the UTM tagging plan

Configure GA4 conversion events

Install and gate ad pixels via consent

Verify CAN-SPAM and GDPR consent flows

Launch and Channel Deployment

Run pre-flight QA across all assets

Set up paid media campaigns

Schedule the email and social sends

Brief sales on lead handoff and SLA

Launch the campaign live

Mid-Flight Optimization

Run the day-3 pacing review

Reallocate budget toward winners

Refresh creative on fatigued ad sets

Post-Campaign Analysis and Reporting

Pull final results from GA4 and ad platforms

Score MQLs and pipeline contribution

Capture the campaign decision

Run the loss post-mortem

Share the readout with stakeholders

View Workflow Use Workflow

Paid Advertising Campaign Checklist

Strategy & Budget

Define campaign objective and primary KPI

Confirm total budget and per-platform split

Define ICP and audience segments

Audit competitor ad placements

Creative & Messaging

Write the creative brief

Produce ad copy variants for testing

Design ad creative for each placement

Run brand and legal review on all assets

Revise rejected creative and resubmit for approval

Platform & Tracking Setup

Select ad platforms for the media mix

Build UTM parameters using the convention doc

Verify conversion pixels and GA4 events fire correctly

Fix tracking issues before launch

Configure brand safety on programmatic buys

Verify consent banner gates marketing pixels

Launch & Scheduling

Set campaign flight dates and dayparting

Set frequency caps per audience

Run pre-launch QA on every ad

Launch campaign and confirm delivery

Optimization & Reporting

Review week-one performance against KPI

Shift budget to top-performing ad sets

Refresh creative on fatigued ad sets

Compile end-of-flight performance report

View Workflow Use Workflow

Seasonal Marketing Campaign Checklist

Pre-Campaign Planning

Define ICP segment and audience list

Set primary KPI and target

Run competitive scan against last year's seasonal

Lock budget and channel mix

Publish the campaign brief and timeline

Creative & Content Production

Lock messaging hierarchy and offer

Produce creative against the brand guidelines

Write email, ad, and landing-page copy

Build the landing page with UTMs and tracking

Route creative for legal and brand sign-off

Pre-Launch QA

Run inbox-rendering test on email creative

Verify consent and suppression by region

Validate GA4 events and UTM parameters

Confirm paid-media setup and pixel firing

Confirm campaign is launch-ready

Resolve launch blockers and re-route for sign-off

Launch & In-Flight Optimization

Launch email send and unpause paid ads

Monitor deliverability and pacing on day one

Reallocate budget against early ROAS signal

Respond to comments and inbound on social

Sync sales on lead volume and quality

Post-Campaign Reporting

Pull final performance against the primary KPI

Record campaign result and ROAS

Run the post-mortem with creative and paid

Diagnose underperformance and rework plan

Publish the campaign report and next-cycle inputs

View Workflow Use Workflow

Webinar Planning Checklist

Pre-Webinar Planning

Define ICP segment and conversion goal

Lock the topic and value proposition

Confirm speakers and partner co-host

Sign the partner co-marketing agreement

Pick the date avoiding industry conflicts

Build the run-of-show agenda

Promotion and Registration

Build the registration landing page

Set UTM parameters per channel

Send the first invite email

Launch paid LinkedIn promotion

Push partner co-marketing assets

Configure the registrant reminder sequence

Content and Technical Preparation

Finalize the slide deck through brand review

Test camera, mic, and backup audio

Draft the speaker script and transitions

Configure polls and Q&A in the platform

Run the full dress rehearsal

Fix rehearsal issues before go-live

Live Broadcast

Open the green room 30 minutes early

Start broadcast and confirm recording

Moderate chat and Q&A in real time

Trigger the polls at planned cues

Capture attendance and engagement data

Post-Webinar Follow-Up

Send segmented follow-up emails

Publish the on-demand recording page

Hand off SQL-grade leads to sales

Run a remediation review with demand-gen

Build the post-event KPI dashboard

Repurpose into clips and blog content

View Workflow Use Workflow

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack

Company

About
Product Roadmap
API Reference
Privacy Policy
Terms
Contact Us
Blog

Resources

Help
Getting Started Guides
Video Center
Demos
Your Account
Use Cases
Pricing

©Manifestly 2026

When you visit or interact with our sites, services or tools, we or our authorised service providers may use cookies for storing information to help provide you with a better, faster and safer experience and for marketing purposes.