Download for Reference
throughout the year!

” Begin with the end in mind. 

– Steven Covey

There are 5 fundamental principles to Revolutionize your Marketing:

Create Sales Goals

Review Product Offer

Specify Target Markets

Create Marketing Brief

Run Campaign, Track It and Innovate it

Additionally, every successful
Marketing Campaign starts
with 5 easy questions:

What do you need to accomplish?

What is your plan?

your-plan

Who are you selling to?

What is your creative and
where are you running it?

How will you measure success?

There are 5 steps
in this checklist:

l

Clarify

if you are selling to existing clients or new clients and confirm the Personas of Target Markets. Establish what channels you will use to connect with each of the Personas.

l

Establish

Metrics and tracking methods, like opens, clicks, sales and renews. Use google analytics and staff to track results.

l

Create

Marketing Brief and Action Plan
The brief holds all the info above along with the 5 w’s and budget.

l

Develop

Advertising Creative, Scripts, Emails, and Sales
Presentations. Draft or have drafted the collateral materials. Proofread, then proof again.

l

Release campaign

Track daily, weekly and final results.

5 SIMPLE STEP
CAMPAIGN CHECKLIST

V

The product chosen, pricing and margin review completed.

V

Target Market Chosen & Personas Created.

V

Sales goals established and tracking
the mechanism put into place.

V

Marketing Brief Drafted and Action Plan
Created.

V

Campaign start and end date scheduled.

MARKETING BRIEF

Fill this out and share it with your team.

Purpose of Campaign

Goals

Offer, Packages and Pricing

Time Period (Days or Weeks)

Themes (Holiday, Product Release, New Staff, etc)

Targets & Personas

Advertising Channels (Social Ads, Radio, Print, etc)

Narrative for Promotion (Problem, Agitate, Solution, Call to Action)

Additional Information

Budget for Promotion

Notes for Campaign Implementation

CAMPAIGN WORKBOOK

Revolutionize Your Marketing

Download for Reference throughout the year!

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