Free Checklist Templates for Marketing
Marketing
Analytics Checklist
Data Collection
Define data sources
Identify relevant data
Establish data collection methods
Capture data
Data Analysis
Clean and prepare data
Analyze data
Identify insights
Test data accuracy
Data Presentation
Create visualizations
Develop metrics
Develop interactive dashboards
Create reports
Data Governance
Establish data security protocols
Create data retention policies
Identify data ownership
Ensure data privacy compliance
Before Publishing a Blog Post
Headline
Would someone type my headline into Google?
Does my headline evoke curiosity?
Is my headline short and to the point?
Is my headline clear?
Am I using emotions?
Does my headline contain any popular keywords or phrases?
Introduction
Am I hooking my readers?
It is concise?
Does it provide a detailed overview?
Did I include a picture?
Body
Did I use subheadings?
Are my paragraphs fewer than 5 lines?
Am I creating a conversation?
Did I italicize my questions?
Am I telling a story?
Am I using media to enhance my content?
Is my content concise?
Am I trying to act smart?
Did I tie in any current events?
Which emotion am I appealing to?
Did I format my post correctly?
Did I link out to anyone?
Did I mention any experts in my post?
Did I back up my claims?
Conclusion
Did I end my post with a question?
Was I able to summarize my post within 3 short paragraphs?
Is my summary shorter than 200 words?
Did I leave things open?
Does my conclusion encourage people to read my content?
Promotion
Am I publishing my post during the ideal time and day?
Should I publish the post on my site or someone else’s?
Am I collecting emails?
Do I have a lead magnet?
Do I have social sharing buttons throughout my post?
Did I create a list of social profiles within my space?
Am I using social media meta tags?
Did I mention my expert sources when sharing?
Have I direct-messaged influencers on LinkedIn?
Have I re-purposed my content?
Have I shared my content more than once?
Blog Post Promotion
Day One
If originally published to Medium, repost to company blog; and vice-versa
Set up schedule for the first 4 weeks of social media updates using Buffer (Hootsuite/etc)
Pin to Pinterest if appropriate
Day Two
Ensure people in the organization have recommended the Medium post
Republish on LinkedIn pulse
Make sure all team members have RTd/shared the blog post
Share on sub reddit related to the topic
Day Three
Reach out to influencers or people mentioned in the post to ensure sharing
Repost as SlideShare
Blog Post Review (Before Publishing)
Title is SEO and social media friendly?
A good use of headings to break up text?
At least one amazing image?
Is there a question at the end to encourage comments and discussion?
At least one huge pull quote?
Have you linked to previous blog posts?
You've clicked every link?
Have you had someone else read it?
Client Offboarding Checklist
Client Information
Name
Contact Information
Address
Account Details
Account Number
Service Level
Payment Method
Data Retention
Data Backup
Data Storage
Data Deletion
Business Processes
Projects Completed
Assets Returned
Access Revoked
Client Communication
Final Actions
Final Invoice
Final Payment
Final Evaluation
Client Feedback
Client Onboarding Checklist
New Client Information
Client contact information
Client project scope
Client project timeline
Project Setup
Create project folder
Develop project schedule
Set up project tracking system
Content Creation
Gather content from client
Develop content strategy
Create content
Design & Development
Develop wireframes
Design user interface
Develop website/app
Testing & Launch
Test website/app
Launch website/app
Monitor website/app performance
Conversion Rate Optimization Checklist
Website Design
Navigation structure
Mobile-friendly design
Clear calls-to-action
Content optimized for SEO
Consistent branding
User Experience
Page load times
Error handling
User-friendly forms
Easy checkout process
Landing Pages
Clear value proposition
A/B testing
Appropriate page titles
Relevant visuals
Strategic use of CTAs
Content
Relevant and fresh content
Targeted messaging
Leverage videos and infographics
Optimize for user intent
Optimize for voice search
Social Media
Social media integration
Shareable content
Social proof
Targeted campaigns
Analytics
Track conversion rates
Monitor user events
Analyze user behavior
Identify optimization opportunities
Implement A/B testing
Copywriting Checklist
Copywriting
Read the brief
Research the topic
Brainstorm ideas
Create a structure
Write the copy
Edit the copy
Proofread the copy
Formatting
Ensure that the copy is visually appealing
Check the copy follows the brand’s guidelines
Check that the copy is optimized for SEO
Submission
Check the copy is accurate
Submit the copy for approval
Make any necessary revisions
CRM Checklist
Gathering Information
Define customer segments.
Establish customer profiles.
Identify customer needs.
Gather customer data.
Building the CRM System
Select the right CRM platform.
Integrate with existing systems.
Test and deploy the system.
Optimizing the CRM System
Train staff on the system.
Analyze customer data.
Create automated processes.
Optimize customer experience.
Monitoring and Refining the CRM System
Monitor customer feedback.
Track system performance.
Identify areas for improvement.
Refine customer engagement.
Email Marketing Checklist
Content
Write a compelling subject line
Make the content specific to each segment
Craft your message in a friendly, conversational tone
Include a strong call to action
Formatting
Ensure emails are mobile-friendly
Check email formats are compatible with different mail clients
Include links to social media accounts
Include an unsubscribe link
Testing
Check for broken links
Test the email in different browsers
Test the email on different devices
Send a test email to yourself and others
Delivery
Check your sender reputation
Check the email is compliant with anti-spam laws
Check your email is whitelisted
Schedule emails for the best time to send
Lead Generation Checklist
Lead Identification
Brainstorming potential leads
Researching leads and identifying target market
Using search engine optimization to locate leads
Lead Qualification
Evaluating existing leads
Analyzing lead profiles
Prioritizing leads based on criteria
Lead Acquisition
Establishing contact with leads
Applying marketing strategies to acquire leads
Developing relationships with leads
Lead Conversion
Reaching out with personalized messages
Crafting persuasive offers and content
Following up with leads
Lead Management
Tracking and measuring lead performance
Analyzing lead data
Optimizing lead conversion processes
Mobile Optimization Checklist
Content
Optimize images for mobile devices
Ensure loading times are as fast as possible
Make sure content is easy to read on a mobile device
Structure information in an intuitive way
Use mobile-friendly design elements
Navigation
Design menus for mobile devices
Make sure links are large enough to be touch-friendly
Include a search bar for easy navigation
Include a back button for easy navigation
Functionality
Test the website on different mobile devices
Ensure that all forms are optimized for mobile devices
Include mobile-friendly features such as voice search
Make sure all features are fully functional on mobile devices
Analytics
Set up analytics to track mobile usage
Monitor mobile performance metrics
Measure mobile conversions and revenue
Use analytics to inform optimization decisions
New Client Onboarding
Welcome
Send welcome letter
Send new client questionnaire
Connect on social media platforms
Information Gathering
Create dropbox or Google folder for storing internal client documents
Create shareable folder with client
Ensure you have necessary assets of client - logo, colors, design guide
Establish billing information
Obtain primary email address for your newsletter
Obtain primary address for postal correspondence
Update CRM with client information
Internal Orientation Meeting
Assemble members of your team
Assign roles/tasks
Schedule the initial client meeting
Gather client materials
Kick-off meeting
Determine attendants for both the client and firm
Plan for meeting (conference room, food, cleanliness, etc.)
Schedule the meeting
Prepare materials and coffee/snacks
Post Kick-off meeting
Follow-up phone call next day
Schedule 2-week follow-up phone call
Paid Advertising Checklist
Budget
Estimate budget for paid advertising campaign
Determine budget for each ad platform
Creative
Create content for each ad
Design graphics for each ad
Identify target audience
Platforms
Select platforms for ads
Determine placement of ads
Research competitors’ ad placements
Scheduling
Set timeline for campaign
Set frequency of ads
Schedule delivery of ads
Tracking
Set up tracking tools
Monitor performance of ads
Analyze results of campaign
SEO Checklist
Keyword Research
Determine target audience and relevant keywords
Analyze keyword trends
Compile a list of relevant keywords
On-Page SEO
Research and optimize page titles
Write SEO-friendly URLs
Write SEO-friendly meta descriptions
Optimize images with ALT tags
Ensure each page has sufficient content
Create internal links to other pages
Off-Page SEO
Build backlinks to your website
Increase social media presence
Track and monitor traffic and performance
Technical SEO
Ensure your website is mobile-friendly
Optimize page loading speed
Set up Google Search Console
Set up Google Analytics
Create an XML sitemap
Implement 301 redirects
Ensure website is secure (SSL)
Social Media Checklist
Content Creation
Brainstorm ideas for content that is relevant to the target audience
Create content that is engaging, visually appealing, and aligns with the company's brand
Develop a content calendar to help plan and organize content
Publishing & Scheduling
Schedule content in advance to optimize posting times
Monitor analytics to track post performance
Engage with followers in a timely manner
Audience Engagement
Develop strategies for growing the audience
Encourage audience participation and feedback
Incentivize followers to share content
Analytics & Reporting
Monitor metrics such as likes, shares, comments, and impressions
Track growth in followers and audience reach
Analyze data to identify trends and insights
Video Marketing Checklist
Pre-Shoot Preparation
Research target audience
Determine budget
Select video format
Create concept
Set goals
Define message
Write script
Identify locations
Schedule shoot
Gather props & materials
Book talent
Meet with production team
Production
Set up equipment
Shoot video
Capture sound
Capture photos
Post-Production
Edit video
Add sound & music
Add graphics
Add voice-over or narration
Compress video
Test video
Distribution
Identify distribution platforms
Upload video to platforms
Promote video
Monitor & measure analytics
Analyze & optimize campaigns
Website and Content Checklist
General
Ensure the website is compatible with the latest web browsers
Check that the website is optimized across multiple devices
Confirm the website is secure
Content
Check all content is accurate, up-to-date, and relevant
Review images and videos to ensure they are appropriate and of high quality
Confirm all links are functioning correctly
Check all text is written in the brand's voice
SEO
Check titles and meta descriptions are properly formatted
Ensure keyword usage is appropriate
Make sure all content is properly indexed
Verify all URLs are search engine friendly
Accessibility
Confirm the website passes all accessibility tests
Check that images have alternate text
Verity all text is resizable
Ensure keyboard navigation is possible
Performance
Check page loading times are within acceptable limits
Ensure the website is free from excessive redirects
Verify the website is caching properly
Make sure the website is free from broken scripts
The importance of checklists in Marketing
Organization
Checklists provide a great way for marketing teams to stay organized and ensure tasks are completed on schedule. Checklists can be used to keep track of tasks that need to be completed, such as creating digital marketing campaigns, organizing events, and creating content. By having a checklist, marketing teams can prioritize tasks and ensure that everything is completed in a timely manner. Checklists also provide a visual representation of progress and help teams stay accountable for completing tasks.
Accountability
Checklists can be used to hold marketing teams accountable for completing tasks. By having a checklist, marketing teams can easily track which tasks have been completed, which tasks are in progress, and which tasks still need to be done. This provides a visual representation of progress and can help teams stay focused and on task. Checklists can also be used to set deadlines and ensure tasks are completed by the set date.
Collaboration
Checklists can be used to help marketing teams collaborate on projects. By having a checklist, teams can easily assign tasks to each team member, track progress, and ensure everyone is on the same page. Checklists can also be used to provide feedback and ensure everyone is on the same page. This helps teams stay organized and ensures tasks are completed on time and to the highest quality.
Tracking Progress
Checklists can also be used to track progress on marketing projects. By having a checklist, teams can easily track which tasks have been completed, which tasks are in progress, and which tasks still need to be done. This provides a visual representation of progress and can help teams stay focused and on task. Checklists can also be used to set deadlines and ensure tasks are completed by the set date.
Examples of Checklists
Marketing teams can use a variety of checklists to ensure tasks are completed on time and to the highest quality. Here are some examples of checklists that can be used by marketing teams:
- Content Creation Checklist – a checklist to help teams create content for digital campaigns, events, and other marketing activities.
- Social Media Checklist – a checklist to help teams create and manage social media campaigns.
- Event Planning Checklist – a checklist to help teams plan and execute successful events.
- Advertising Checklist – a checklist to help teams create and manage advertising campaigns.
- Digital Marketing Checklist – a checklist to help teams create and manage digital marketing campaigns.
These checklists can be used to ensure tasks are completed on time and to the highest quality. Checklists can also be used to provide feedback and ensure everyone is on the same page. This helps teams stay organized and ensures tasks are completed on time and to the highest quality.
Conclusion
Checklists provide a great way for marketing teams to stay organized and ensure tasks are completed on schedule. Checklists can be used to keep track of tasks that need to be completed, such as creating digital marketing campaigns, organizing events, and creating content. Checklists can also be used to hold marketing teams accountable for completing tasks, help teams collaborate on projects, and track progress. There are a variety of checklists that can be used by marketing teams, such as content creation checklists, event planning checklists, and digital marketing checklists. Checklists provide a great way for marketing teams to stay organized and ensure tasks are completed on time and to the highest quality.
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