Campaign Planning Workbook — design goals, KPIs, and channel tactics on one board

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Campaign Planning Workbook — design goals, KPIs, and channel tactics on one board

A marketing lead opens this on the kickoff day of a new quarterly campaign. The whiteboard stacks a goal-and-KPI frame, an awareness-to-action journey, a channel-by-tactic grid, a priority matrix, and the working rules. The task board is split into five parent tasks — goals, audience, channels, creative, and measurement — and every task starts as Not started once you copy the template.

0 いいね 0 コピー 作者: WeProcess
Campaign Marketing KPI Channel plan Execution
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1. Goal and KPIs (start here) 2. Awareness to action journey 3. Channel x tactic 4. Which tactics come first Do now Plan, then build Only if there is room Do not do 5. Working rules and definition of done Campaign Planning... How to use: (1) f... Goals & KPIs Working rules Risks & blockers Insights Campaign goalExample: 300 free-trial signups for the new Team plan within 3 months. Upsells to existing customers do not count. Headline KPIsExample: 300 signups / CPA under $60 / landing page CVR 4%. Update the numbers every Friday. Budget and datesExample: $16k total, Oct 1 to Dec 31. Split 70% media and 30% production, reviewed at month end. ConstraintsExample: one designer available. No video ads this round — stick to static creative and the landing page. 1. AwarenessRaise the problem through social ads and an industry article. Floor of 100k impressions per month. 2. InterestThe landing page promises "up and running in three steps". A guide download captures name and email. 3. ConsiderationCase studies and FAQs remove doubts. Three emails cover pricing, migration, and support in that order. 4. ActionSend them to the free trial form. Keep it to four fields so people finish it. 5. RetentionA 7-day onboarding sequence walks new users through first setup and leads into the paid plan. Awareness Consideration Action Paid ads Social video ads that name the problem. $100/day, pause any set under 1.2% CTR at the weekly check. Retarget site visitors. Rotate three case-study banners. Brand and category search ads. Cap bids at a $60 CPA. Owned content Publish four problem-solving articles a month as the entry point from search and social. Three case studies and a pricing comparison page, using the same figures as the sales deck. Landing page with the pricing table, trial CTA, and five FAQs at the foot. Email & social Three posts a week on X, alternating new articles and practical tips. Three nurture emails after the guide download. Target a 30% open rate. One offer email waiving setup fees. Resend to non-openers three days before the deadline. 縦軸: Expected impa... Landing page fixes, brand search ads, extra FAQs. Start this week and name an owner. Video ads and three case studies. Secure budget and production time before starting. More social posts, banner colour variants. Batch them into a quiet week. Offline events and large partnerships. Write them off for this quarter so nobody revisits them. Weekly rhythm15-minute review every Monday at 10:00. Numbers in the KPI frame must be updated by the Friday before. When something stallsAnything stuck for two days goes on a red note and comes to the review. Reassign it or cut the scope. Closing retrospectiveWithin a week of the end date, list three tactics that worked and three that missed, and keep them for next time.
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タスクボードの内容

Not started 16件

Set goals and KPIs
Map the audience
Plan channel mix
Produce creatives
Set up measurement
Quantify the target
Build the KPI tree
Lock the budget
Write one persona
Draft the message
Define each role
Build the schedule
Draft three angles
Outline the LP
Add tracking tags
Draft weekly report

Designing 0件

Producing 0件

In review 0件

Done 0件