📣 Marketing Campaign

Marketing Campaign Workflow

📋 9 steps 🏢 Marketing Teams ✓ Free template

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The 9-Step Process

1
Campaign Strategy & Goals
Define campaign objectives (awareness, leads, conversions), target audience, key messages, channels, budget, and KPIs. Align with broader business goals.
⏱ 2-3 days NotionGoogle SlidesAirtable
2
Audience Research
Research target audience segments, pain points, and content consumption habits. Create or refine buyer personas and customer journey maps.
⏱ 3-5 days Google AnalyticsSparkToroSemrushSurveyMonkey
3
Content Planning & Brief
Develop the content calendar, messaging framework, and creative briefs for each asset. Define formats, channels, and publishing cadence.
⏱ 2-3 days AirtableNotionCoSchedule
4
Content Creation
Produce all campaign assets: blog posts, social copy, email sequences, ads, landing pages, and visuals. Follow brand guidelines and SEO best practices.
⏱ 1-3 weeks CanvaFigmaChatGPTAdobe CCWebflow
5
Review & Approval
Route all content through the approval workflow: marketing review → legal/compliance check (if needed) → stakeholder sign-off.
⏱ 3-5 days NotionLoomAsana
6
Campaign Setup
Set up all technical components: ad accounts, landing pages, UTM tracking, email sequences, and CRM automations before launch.
⏱ 2-3 days Google AdsMeta AdsMailchimpHubSpot
7
Launch
Execute the campaign across all channels simultaneously. Monitor initial performance in the first 48 hours and resolve any technical issues immediately.
⏱ 1 day + monitoring All platformsGoogle AnalyticsSlack
8
Performance Monitoring
Track KPIs daily during the campaign. Run A/B tests on ad creative, email subject lines, and landing page copy. Pause underperforming assets.
⏱ Ongoing Google AnalyticsMeta Ads ManagerDatabox
9
Campaign Report & Insights
At campaign end, compile a full performance report: results vs. goals, top-performing content, CAC, ROI, and recommendations for future campaigns.
⏱ 1-2 days Google AnalyticsGoogle SheetsNotion

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