A step-by-step checklist with Purpose, Inputs, Steps, and Definition of Done. Duplicate this page for every campaign
🗂️ Campaign Metadata (fill in first)
- Campaign Name:
- Business Goal (Awareness / Leads / Sales / Retention):
- Primary KPI & Target (e.g., CPA ≤ $60, 1,500 signups):
- Secondary KPIs:
- Budget (total) & Pacing (daily/weekly):
- Start → End (dates & time zone):
- Owner (Accountable):
- Team (Responsible):
- Stakeholders (Consulted/Informed):
- Dependencies:
- Risks & Assumptions:
- Key Decisions & Dates:
0) Alignment Kickoff
Purpose: Ensure everyone agrees on why, who, what, and how we’ll measure success before any build work starts.
- Inputs: Brief or business request, historical performance, budget guidance, constraints.
- Steps
- Write a single‑minded proposition (SMP): one line that the whole campaign proves true.
- Define audience segments (primary/secondary) with Jobs‑To‑Be‑Done and pains.
- Document constraints (budget cap, legal, product readiness, timelines).
- Create RACI: Responsible, Accountable, Consulted, Informed.
- Draft success criteria: exact KPIs, measurement method, reporting cadence.
- Definition of Done/Launched