Marketing campaign checklist template
Plan, approve and launch a campaign without missing a step. The checklist keeps budget, creative and compliance approvals in order before anything goes live.
- 9 steps
- 3 approval steps
- Rename, reorder or remove any step
The 9 steps
- 1
Campaign brief
Goal, audience, message, budget range and dates on one page.
- 2
Audience and channels
Choose where the audience is: email, social, search, events.
- 3
Budget approval Approval
Get the spend approved before production starts.
- 4
Creative production
Design the visuals, video and landing pages.
- 5
Copy review
Check headlines, claims and calls to action for clarity and tone.
- 6
Legal / compliance review Approval
Confirm claims, offers and data use are allowed.
- 7
Final sign-off Approval
The campaign owner approves everything that will go live.
- 8
Launch
Publish and schedule across the chosen channels.
- 9
Performance report
Compare results with the goal and note what to repeat.