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Marketing Campaign Planning Audit

Audit your marketing campaign planning and execution process to understand how you can improve and be more efficient. Deploy our ready-made planning template to keep you on track in the future.
 
  
 

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Have you planned out your marketing campaigns for the next 3-6 months? Do you know what needs to happen, who’s doing what, why, and what the expectations are?

For many marketing teams the answer is ‘no’, meaning marketing campaigns are executed ad hoc and often rushed. Ad hoc marketing campaign planning and execution is inefficient and leaves teams always playing catch-up trying to get the next campaign out the door. You end up in a fast-paced cycle of endless execution while missing out on the efficiency and greater impact that comes with strategic thought and planning. Little time is spent evaluating the success of past campaigns to help shape future ones. You stop learning what works, what doesn’t and where to invest resource and budget.


This inefficient way of working often results in under-performance, unwanted stress, pressure, and an unhappy marketing team.


The solution… Audit your marketing campaign planning and execution process to understand how you can improve. Deploy our ready-made planning template.

The audit gives you recommendations to immediately improve your campaign planning and execution process. We audit your current/past campaign planning and execution processes and any related resources you use. We also interview you and your team to understand the issues you’re currently experiencing. 


We provide a detailed list of ways to improve your campaign planning and execution, and take you through our campaign planning template which you can keep and use/adapt for your needs.

 
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Five common scenarios meriting a marketing campaign planning audit

  1. You rely on ad hoc marketing campaigns

  2. You're not evaluating past campaign performance to help inform future decisions

  3. You feel your campaign planning process is inefficient

  4. Your teams are working in silos

  5. Your campaigns aren't producing the results you would like

Just some of the insights you will discover with a marketing campaign planning audit:

  • How to plan your campaigns effectively and divide up the workload
  • How to create a content topic calendar
  • Effective resource planning
  • Setting up a campaign brief/intake form
  • How to model marketing effectiveness by tactic/channel
  • How to budget by tactic/channel and content creation
  • Standardising your utm tracking

What Do You Get From Your Marketing Campaign Planning Audit?

  • An audit of your current/past campaign planning and execution processes and any related resources you use
  • Feedback from your team on how to improve the campaign planning and execution process and any struggles they might be having (this may highlight issues they’re not happy discussing directly with senior leaders)
  • A ready-made marketing planning template to keep, amend and use as you need (Excel template)
  • A 1-hr presentation of key findings and recommendations
  • Results provided in Excel and PDF format
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Who Is The Marketing Campaign Planning Audit Designed For?

B2B Marketing Leaders

B2B Marketing leaders who want to improve the way they plan and execute effective marketing campaigns

Sales/Commercial Leaders

Sales/Commercial leaders who want to improve the way they plan and execute effective marketing campaigns and get greater transparency for their teams

Business Owners and C-Suite

  • Businesses that haven’t audited their marketing campaign planning process in the past 12 months
  • Businesses that have no formal marketing campaign planning process in place
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Frequently Asked Questions

Q.We already have an effective campaign planning and execution process. Why do we need an audit and a new way of doing things?

We think we can make your process even better and more efficient, which will help produce better results and make you and your team happier. We have the privilege of working with lots of marketing teams like yours so understand the most common pitfalls and the associated best practices when it comes to campaign planning and execution. An independent audit allows for us to spot these pitfalls and identify optimisation opportunities in your own processes. 

Q.Our goals / market / resourcing situation is unique. We can’t apply a one-size-fits-all template to our campaign planning process.

Our starting assumption is that every client’s situation is unique. Our audits and the recommendations that emerge from them always take the client’s specific context into account. The campaign planning template we provide is a starting point, designed with the intention that you can and will customise it to your particular needs.

Complete this form and we’ll be in touch within 24 hours to discuss your audit

What our clients have to say

Audits to Consider Alongside Your Marketing Campaign Planning Audit