Campaign Objectives

Determine what you want to achieve.

Conduct good market research.

Define how your products or services will help your customers.

Prepare a sales forecast.

Create a list of the different types of marketing promotion you wish to use.

Campaign Strategy

Define your target audience for this campaign.

Determine the purpose of the campaign.

Decide what offer will be used to entice your customers.

Determine which messages you want to send.

Determine what creative work will be required.

Determine what production will be required.

Decide on the campaign budget.

Campaign Summary

Closely monitor the response.

Analyse what has worked, what hasn't and why.

Use your analysis in planning further campaigns.

Download or Print this Marketing Campaign Checklist

Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.

Who it's for

This Marketing Campaign Checklist is for teams that want consistent execution, less rework, and clear ownership.

Standardize quality - run the same Marketing Campaign steps every time, regardless of who executes
Save time - reuse a proven Marketing Campaign workflow instead of rebuilding processes from scratch
Improve accountability - assign owners and see what's done vs. what's pending
Onboard faster - use the Marketing Campaign checklist as the SOP and training guide
Coordinate across roles - handoffs are clear and everyone works from the same source of truth

How to use this Marketing Campaign Checklist:

Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
Reuse without rebuilding - when Marketing Campaign comes up again, start from your saved version and run it with clear ownership.

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