Free Checklist Templates for Promotions

Promotions

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OR

Marketing Campaign Launch Checklist

Campaign Planning

Define the target customer segment

Set KPI targets for the campaign

Confirm the markdown floor with the buyer

Lock the promo mechanic and dates

Creative Development

Develop the campaign concept and hero message

Design window, signage, and digital creative

Write copy for email, SMS, and landing pages

POS and Omnichannel Setup

Configure the promo in the POS

Mirror the promo on the ecommerce site

Ship the signage kit to stores

Brief store managers on the promotion

Pre-Launch QA

Run mock transactions at the register

Resolve POS promo configuration errors

Test all email, SMS, and landing-page links

Walk a store to verify signage placement

Get final stakeholder approval

Launch Day

Activate the promo across POS and ecommerce

Send the launch email and SMS

Post the launch update to store channels

Monitor the first four hours of sales

Post-Launch Review

Pull comp sales and conversion data

Adjust the campaign mid-flight

Gather store manager and associate feedback

Calculate markdown impact on gross margin

Document the learnings for next campaign

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Promotion and Discount Checklist

Promotion Planning

Define the promotion objective

Identify the target guest segment

Set the success KPIs

Choose the discount mechanic

Margin and Pricing Review

Model the discounted food cost

Set per-guest redemption limits

Confirm beverage program impact

Get owner sign-off on the offer

Legal and Compliance

Confirm the offer is legal in your state

Determine whether alcohol is included

Confirm ABC compliance for the offer

Draft the terms and conditions

POS and Systems Setup

Build the discount in the POS

Test the discount on a dummy ticket

Update online ordering and delivery menus

Configure manager-approval thresholds

Marketing and Channels

Produce in-house signage and table tents

Schedule social posts on Instagram and Facebook

Update Google Business Profile and Yelp

Send the email and SMS blast

Brief any local influencer partners

Staff Training and Pre-Shift

Walk FOH through the offer at pre-shift

Brief BOH on the prep impact

Post the cheat sheet at the server station

Post-Promotion Review

Pull the promo sales mix from the POS

Reconcile actual vs. theoretical food cost

Review guest feedback and online reviews

Document the post-promo decision

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Retail Marketing Campaign Checklist

Audience and Offer Definition

Define the campaign objective and KPI

Pull the target customer segment from the loyalty CRM

Select the campaign type

Build the markdown matrix and margin floor

Planning and Buy-In

Confirm sell-through and on-hand with allocation

Lock the campaign budget with the DM

Submit pricing changes to the POS team

Book the co-op vendor commitment

Creative and Content Production

Brief the creative team on hero SKUs

Approve hero photography and lifestyle shots

Build the email flow in Klaviyo

Schedule paid social and Meta ads

Update the Shopify homepage and PLP banners

Run legal and accessibility review on creative

In-Store Rollout

Ship signage kits to each store

Distribute the planogram and end-cap schematic

Brief store managers on the offer and POS prompts

Confirm store-level reset compliance

Launch and Measurement

Verify the price change took effect at open

Monitor day-one comp sales and conversion

Review mid-campaign performance against KPI

Decide whether to extend or pull the campaign

Extend the campaign by one week

Publish the post-mortem with sell-through and ROAS

View Workflow Use Workflow

Retail Promotion Checklist

Promo Planning & Buyer Sign-Off

Define promo goals and KPI targets

Select promotion mechanic

Build the SKU list and sell-through forecast

Verify markdown stays above the cost floor

Obtain VP Merch sign-off on below-cost SKUs

Promo Setup

Build the promo in POS and e-comm

Test the discount at a pilot register

Re-test after POS fix

Print and ship signage to stores

Update the planogram for promo end-caps

Store Launch

Brief store managers on the promo

Stage signage during the closing shift

Photograph the launch-day floor set

Confirm promo is live at every store

In-Flight Monitoring

Review daily sell-through against forecast

Rebalance inventory between stores

Decide whether to deepen the markdown

Push the second markdown to POS

Promo Close & Post-Mortem

Take down promo signage and POS rules

Reset planogram to non-promo state

Pull the final promo sell-through report

Hold the cross-functional post-mortem

View Workflow Use Workflow

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