Manifestly: A Checklist App for Teams

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

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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?

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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

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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?

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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

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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

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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

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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

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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.

View Workflow Use Workflow

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

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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

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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

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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

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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)

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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

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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

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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

View Workflow Use Workflow

Free Checklist Templates for Marketing

Analytics Checklist

Data Collection

Data Analysis

Data Presentation

Data Governance

Before Publishing a Blog Post

Headline

Introduction

Body

Conclusion

Promotion

Blog Post Promotion

Day One

Day Two

Day Three

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

Account Details

Data Retention

Business Processes

Final Actions

Client Onboarding Checklist

New Client Information

Project Setup

Content Creation

Design & Development

Testing & Launch

Conversion Rate Optimization Checklist

Website Design

User Experience

Landing Pages

Content

Social Media

Analytics

Copywriting Checklist

Copywriting

Formatting

Submission

CRM Checklist

Gathering Information

Building the CRM System

Optimizing the CRM System

Monitoring and Refining the CRM System

Email Marketing Checklist

Content

Formatting

Testing

Delivery

Lead Generation Checklist

Lead Identification

Lead Qualification

Lead Acquisition

Lead Conversion

Lead Management

Mobile Optimization Checklist

Content

Navigation

Functionality

Analytics

Paid Advertising Checklist

Budget

Creative

Platforms

Scheduling

Tracking

SEO Checklist

Keyword Research

On-Page SEO

Off-Page SEO

Technical SEO