Free template

Campaign Planning Template

Use this one-page structure before launching a campaign.

Use this as your working checklist

  • Primary outcome
    What single business result should this campaign produce?
  • Audience
    Who are we trying to reach, and what problem or intent matters?
  • Offer
    What are we asking them to do, and why should they care now?
  • Primary channel
    Where will the first version of the campaign run?
  • Budget + timeframe
    How much can we spend, and how long will we run before reviewing?
  • KPIs
    Which small set of numbers will tell us if the campaign is working?
  • Tracking
    What conversion event and UTM naming convention will we use?
  • Decision rules
    What result would make us scale, change, or stop?
KISS rule:

If a field does not help you make or evaluate a campaign decision, leave it out.

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