Pre-flight checklist for any campaign

Before you launch

Here is my pre-flight checklist for any campaign. Use it before you publish an email, post on social, launch ads, or push a page live.

Core checks

• Goal and success measure set. It keeps choices focused and shows what to improve first.
• Audience and targeting defined. You reach the right people and avoid waste.
• Offer and message aligned. The promise matches the landing page so no one feels misled.
• Assets approved. Right sizes reduce rejections and keep brand style consistent.
• Landing page ready. It loads well on mobile, is easy to read and repeats the call to action.
• Tracking verified. A full test from click to thank you appears in your analytics so you can trust the data.
• Forms and inbox tested. The thank you page, confirmation message and internal notifications all send.
• CRM and routing set. A CRM is a system to track contacts and deals, and it keeps leads from getting lost.
• Follow up plan set. Templates and time windows are written so replies are fast and consistent.
• Legal and consent reviewed. Confirm specifics with your attorney or compliance advisor.
• Final QA done. Spelling, working links and clear image descriptions for screen readers are in place.

Channel checks

• Email. Subject and preview line are clear, a plain text version exists and tests look good in common mail apps.
• Social. Posts fit each platform, captions state the next step and profile links point to the right page.
• Ads. Search terms and audiences match the offer, blocked terms prevent bad matches and policies are reviewed.
• Pages. The headline states the value, one clear call to action is visible without scrolling and forms only ask what is needed.
• Timing. Send and post times suit when your audience is active and when you can reply.
• Analytics. Campaign names are consistent so later reports group correctly.

If you want help running this checklist and building the pieces, I support campaigns with Email Marketing, Social Media Marketing, PPC & Paid Advertising, Search Engine Optimization, Local SEO & Citations, CRM, Text Alerts and Marketing Plans. I also offer AppWT Analytics to show which AI assistants send people, what those visitors do and whether they convert, and AppWT CRM for managing leads.