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28 docs tagged with "checklist"

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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.

Advertising Checklist

Complete step-by-step checklist for establishing paid advertising campaigns across search, social, and retention channels.

Bing Ads Reference

Reference: Checklist for Bing Ads campaign types including search, retargeting, and display.

Content Marketing Checklist

Complete step-by-step checklist for establishing a strategic content marketing system, from strategy development through content creation, distribution, and ongoing maintenance.

Design Standards Reference

Reference: Detailed checklist for ensuring the website meets brand standards, accessibility, and high-quality design principles. Use during Phase 1 foundation setup.

Google Ads Reference

Reference: Checklist for Google Ads campaign types including search, display, retargeting, YouTube, and shopping.

Key Pages Reference

Reference: Checklist of essential website pages required for a complete marketing platform. Use during Phase 1 foundation setup.

Offline Marketing Channels Reference

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.

Optimization Checklist

Complete step-by-step checklist for optimizing marketing systems through feedback collection, performance measurement, and continuous improvement.

Quick Wins

Low-lift actions that build trust and momentum fast.

Recurring Tasks Checklist

Complete checklist of daily, weekly, monthly, quarterly, bi-annual, and annual marketing activities to maintain and grow your marketing systems.

Referral Program Guide

Reference: Detailed checklist for promoting referral program. Use this quarterly when reminding clients about your referral program.

Referrals Checklist

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.

Shared Documents Checklist

Reference: Checklist for setting up essential shared working documents (KPI sheets, strategy docs, call notes, etc.). Use this when creating shared documents during onboarding.

Strategy and Goals Checklist

Complete step-by-step checklist for developing comprehensive marketing strategy, goals, and strategic planning framework.