My marketing process is ever-changing and evolving but I’ve found that the more organized and repeatable I make my processes, the more effective our campaigns are. These systems do take a while to develop as they are totally dependent on what works for you and your product or service. There’s a lot a trial and error, but it does help to have somewhere to start.
I’ve created this skeleton checklist for the marketing process that I follow every time I launch a marketing campaign. When I’m planning out the details of my campaigns (usually a month ahead of time or more), I just copy this list and build it out as I discover more details and develop my ideas.
When I’m working on the campaign, I simply format the text on my Google Sheet to strikethrough the elements of my campaign that have been completed. That way, I can see my progress at a glance, I never feel lost or forget what I’ve done to promote my campaigns, and I don’t leave out any of the important actions that drive traffic to our content.
We’re a small team and a lot of responsibility rests on my shoulders. It’s not feasible to store something like this in my head or constantly retrace my steps. Plus, creating these processes as you find constants and things that work makes your business scalable. It also eases the process of on-boarding employees.
If you’re struggling with feeling overwhelmed by digital marketing –or marketing in general– for your business, I invite you to start with this checklist and integrate it into your daily marketing activities.
A few of notes about this checklist:
- To use it and make it editable, you’ll need go to “File” → “Make a copy” to save to your own Google Drive account.
- I’ll be constantly updating the sheet so check back in for improvements.
- The Pre-Launch phase of marketing is the most important. Do not neglect to prepare your marketing resources ahead of time or you’ll be faced with a mountain of work on Launch day. NOT IDEAL!
- In addition to striking through tasks as you complete them, you’ll want to add links to corresponding text so the resources can easily be found. If you keep all of your images and blog posts in a file on Google Drive, this checklist will be even more convenient for you. Any document you create or image that is uploaded comes with a link, which you can add to your checklist to stay organized.
- Create a separate folder in Google Drive for every campaign that you launch. That way, you can return later to repeat a campaign and you’ll know exactly where everything is.
- Make whatever changes you need to…this checklist was created with our training and events in mind.
- Usually, these campaigns last about 3 weeks. For smaller/lighter campaigns that last 1-2 weeks (those not directly related to new product launches), you can trim down some of the promotional activities if it makes sense to do so.
If you have any questions about this checklist or tips of your own to share, Tweet at me.
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