Admin Access Checklist
Reference: Detailed checklist and inventory table for securing admin access to key marketing platforms, tools, and assets. Use this during onboarding to track access requirements.
Reference: Detailed checklist and inventory table for securing admin access to key marketing platforms, tools, and assets. Use this during onboarding to track access requirements.
Complete step-by-step checklist for establishing paid advertising campaigns across search, social, and retention channels.
Complete step-by-step checklist for establishing analytics, tracking, and KPI measurement systems for marketing operations.
Reference: Checklist for Bing Ads campaign types including search, retargeting, and display.
Complete step-by-step checklist for establishing a strategic content marketing system, from strategy development through content creation, distribution, and ongoing maintenance.
Reference: Detailed checklist for ensuring the website meets brand standards, accessibility, and high-quality design principles. Use during Phase 1 foundation setup.
Complete step-by-step checklist for establishing directory listings, citation management, and maintaining local SEO consistency.
Reference: Checklist for Facebook Ads campaign types including display and retargeting.
Reference: Checklist for Google Ads campaign types including search, display, retargeting, YouTube, and shopping.
Reference: Checklist of essential website pages required for a complete marketing platform. Use during Phase 1 foundation setup.
Reference: Comprehensive checklist of traditional offline advertising channels and opportunities. Use this during Phase 4 of the Traditional Print and Offline Checklist to evaluate additional advertising options.
Reference: Traditional offline advertising channel options including billboards, transit stations, and publications.
Complete step-by-step checklist for onboarding new remodeling clients.
Complete step-by-step checklist for optimizing marketing systems through feedback collection, performance measurement, and continuous improvement.
Complete step-by-step checklist for establishing referral programs, strategic partnerships, and promotional initiatives.
Complete step-by-step checklist for establishing website foundation, technical setup, SEO optimization, and performance monitoring.
Low-lift actions that build trust and momentum fast.
Complete checklist of daily, weekly, monthly, quarterly, bi-annual, and annual marketing activities to maintain and grow your marketing systems.
Reference: Detailed checklist for promoting referral program. Use this quarterly when reminding clients about your referral program.
Complete step-by-step checklist for establishing and maintaining a referral program system that leverages past clients, partners, and client appreciation to drive new business.
Complete step-by-step checklist for establishing and maintaining a reputation management system.
Complete step-by-step checklist for establishing strategic sales systems and processes.
Complete step-by-step checklist for establishing SEO foundation, content optimization, and ongoing search visibility.
Reference: Checklist for setting up essential shared working documents (KPI sheets, strategy docs, call notes, etc.). Use this when creating shared documents during onboarding.
Complete step-by-step checklist for developing comprehensive marketing strategy, goals, and strategic planning framework.
Complete step-by-step checklist for establishing strategic marketing systems and operational infrastructure.
Complete step-by-step checklist for establishing offline marketing presence through signage, print materials, and local advertising channels.
Reference: Detailed checklist for intuitive navigation, legibility, and social proof elements. Use during Phase 1 foundation setup.