Projects have a lot of pieces to manage and maintain for success, and for sanity. An inbound campaign checklist helps identify the publishing steps to improve conversion path.
The more stakeholders and subject matter experts involved, the more people to sign up, sign on, and sign off.
An inbound marketing campaign is a project checklist that visualizes the multiple points of stakeholder interaction.
From concept, strategy, design, art, content and copy creation, and optimization to get to publish to on-going effort to analyze and nurture the campaign and the leads post-publish.
Inbound marketing campaign is a framework and HubSpot outlines further:
An inbound campaign uses interconnected tools to weave context about a lead into every channel and every tool. The result is a smooth, personalized experience for buyers, better results for marketers and salespeople.
The past eight years I work with, and many times recommend HubSpot, an inbound marketing software platform that provides tools and a tremendous community to help companies attract visitors, convert leads, and close customers.
All About Conversion
HubSpot has a vast amount available for many conceptual builds across inbound.
Some people may keep all the moving inbound campaign checklist components in their head. However, the more pieces, the more others sleep better when they see a plan.
With Accelare, I collaborated with a sales representative to create a campaign this inbound campaign project checklist kept the integrated development path, technical architecture, and progress visualized.
We sought to create tools that were repeatable and scalable across Accelare. The objective is help the organization and manage inbound marketing as a project and:
- Plan work,
- Identify resource level of effort,
- Assign ownership,
- Identify conversion path,
- Manage process,
- Align expectation, and
- Confirm quality
Now all project stakeholders can manage a campaign along with other leadership.
Inbound Campaign Checklist
At Accelare we manage and update the inbound campaign projects with Microsoft OneNote*. I converted our inbound campaign checklist file into Excel as a resource to manage an inbound campaign project.
OneNote is an outstanding collaboration, and more, tool that I will write a post on soon. OneNote now replaces many ways I used SharePoint to manage projects.
In the meantime, here is a OneNote embed file that may work well for those who want to try OneNote.
If you know how to save a OneNote notebook or page to share, I welcome your insight in the comments section.
*Microsoft OneNote is full-feature application on desktop, cloud, smartphone, and tablet access is free on Windows and Mac, no affiliate marketing involved, just a genuinely good product.
Alternative source: Microsoft releases OneNote for free on Mac and Windows, adds new note-taking tools