Marketing Campaign Checklist

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Campaign Goals & Strategy

1 of 10

Defining objectives, target audience, and overall approach.

Define Overall Campaign Goal (e.g., Increase leads, Sell X properties)

Target Number of Leads Generated

Target Conversion Rate (e.g., Leads to Appointments)

Primary Campaign Focus (Choose one)

Campaign Start Date

Campaign End Date

Brief Description of Campaign Theme/Narrative

Budget Allocation for Paid Advertising (in USD)

Target Audience Research & Segmentation

2 of 10

Understanding your ideal client and tailoring messaging accordingly.

Describe your Ideal Client Persona (e.g., demographics, lifestyle, goals, pain points)

Estimated Age Range of Target Clients (Lower Bound)

Estimated Age Range of Target Clients (Upper Bound)

Primary Geographic Focus (e.g., city, region, state)

What are the client's primary motivations for buying property?

What are the client's biggest concerns or challenges regarding real estate?

Client's Preferred Communication Channel?

Estimated Average Household Income of Target Audience

Branding & Messaging

3 of 10

Ensuring consistent brand representation and compelling messaging.

Brand Voice Guidelines

Key Messaging Points (Value Proposition)

Primary Brand Colors

Font Size (Headline)

Logo Files (Various Formats)

Target Keywords (Brand Focused)

Brand Story (Brief Summary)

Website & Landing Pages

4 of 10

Optimizing online presence and conversion paths.

Target Landing Page Conversion Rate (%)

Landing Page URL Status

Landing Page Headline Copy

Landing Page Call to Action (CTA) Copy

Landing Page Image(s) - Optimized for Speed

Landing Page Form Fields (e.g., Name, Email, Phone)

Mobile Responsiveness Testing Passed?

Page Load Speed (seconds)

Content Creation & Distribution

5 of 10

Developing valuable content and sharing it across relevant channels.

Blog Post/Article Topic & Outline

Property Photos/Videos - Initial Selection

Content Formats to Create (Select all that apply)

Keyword Research - Primary Keyword

Content Brief for Copywriter/Videographer (if applicable)

Content Creation Deadline

Number of Social Media Posts per Week

Content Distribution Platform Priority (e.g. Facebook, LinkedIn, Instagram)

Social Media Marketing

6 of 10

Leveraging social platforms to reach and engage potential clients.

Which Social Media Platforms will be utilized?

Daily Post Frequency (per platform)

Social Media Content Pillars (brief description of themes)

Example Social Media Graphics/Templates

Primary Social Media Manager

Hashtag Research Keywords (Initial List)

Planned Social Media Campaign Start Date

Social Media Content Calendar (Initial Outline - include dates, platform, post type)

Email Marketing

7 of 10

Nurturing leads and driving action through targeted email campaigns.

Email Campaign Name

Email Sequence Stage

Email Subject Line

Email Body Copy

Featured Image (Optional)

Number of Recipients (Estimate)

Scheduled Send Date

Scheduled Send Time

Call to Action Buttons

Paid Advertising (PPC)

8 of 10

Managing paid ad campaigns on platforms like Google Ads and social media.

Daily PPC Budget

Campaign Goal (Lead Generation, Brand Awareness, Website Traffic)

Targeted Keywords (comma separated)

Bidding Strategy (Manual CPC, Automated Bidding)

Ad Copy Variations (at least 3)

Number of Landing Page Variations (A/B Testing)

Ad Platform (Google Ads, Facebook Ads, LinkedIn Ads)

Campaign Start Date

Public Relations & Outreach

9 of 10

Building relationships with media and influencers.

Target Media Outlets (Initial List)

Press Release Draft - Initial Version

Key Message Focus (For Pitch)

Influencer Categories (To Research)

Personalized Pitch Notes (For Each Contact)

Scheduled Pitch Date

Number of Media Contacts Pursued (Initial)

Notes on Follow-up Communication (After Initial Pitch)

Measurement & Analysis

10 of 10

Tracking campaign performance and making data-driven adjustments.

Website Traffic Increase (%)

Lead Generation Volume

Conversion Rate (Leads to Clients)

Cost Per Lead (CPL)

Return on Ad Spend (ROAS)

Primary Metrics for Success

Date of Last Campaign Performance Review

Summary of Key Findings from Performance Review

Campaign Performance Report (PDF)

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