Marketing Templates

Marketing work fails in the last mile. The campaign is approved, then the landing page form drops leads before they reach the CRM. The site relaunch looks finished, then the staging noindex goes live with it. The email goes out on time, to a segment that was never checked against the unsubscribe list. None of these are strategy problems; they are steps nobody owned on the day.

CheckFlow’s twenty marketing templates turn that work into checklists with owners, due dates and sign-offs. They are grouped by the job: strategy and content, from brand development, rebrand launches and brand asset testing to publishing a blog post; campaigns, ads and social, including QA for every email send and every landing page, influencer campaigns with creators, press releases and a quarterly audit of every social media account; and website and SEO, from launching a site or an online store and migration to GA4 setup, quarterly audits and monthly WordPress maintenance. Each one is written for in-house teams and for agencies running the same process across several clients.

Explore Our Marketing Templates

Each template below includes a detailed process guide covering the marketing workflow, what every phase involves, and how to execute it consistently for measurable results. Click any template to read the full guide.

Strategy & Content

  • Brand Development Checklist — Positioning, value proposition, visual and verbal identity, and the rollout across every touchpoint.
  • Rebrand Launch Checklist — Rolling out a decided brand: an inventory of every place the old name and logo appear, a change date for each, trade marks, a company name or domain change, staff briefed first, go-live approval and retiring the old brand.
  • Brand Asset Testing Checklist — Test a brand’s distinctive assets with consumers: the objective and scoring rules, the assets and competitors, stimuli without the brand name, the survey and fieldwork, fame and uniqueness scores, a decision on each asset and the guidelines update.
  • Digital Content Strategy Checklist — Audience analysis, content pillars, SEO alignment, channel strategy, an editorial calendar and a measurement framework.
  • Keyword Strategy Checklist — Search intent analysis, keyword clustering, competitive assessment, content mapping and a prioritised roadmap.
  • Blog Post Publishing Checklist — Per-post QA from final draft to promotion: fact-check, legal review when claims need it, on-page SEO, publish sign-off, indexing and the 30- and 90-day reviews.

Campaigns, Ads & Social

  • Email Campaign QA Checklist — Per-send QA: segment and suppressions, copy and footer proof, consent, rendering and seed tests, Gmail and Yahoo bulk-sender rules and a send approval.
  • Landing Page QA Checklist — Before traffic arrives: message match, offer proof, form-to-CRM routing, conversion tracking and consent, A/B test setup and the first 48 hours.
  • Responsive Search Ads Checklist — Audience definition, keyword grouping, headline and description variations, asset review, campaign setup and performance monitoring.
  • LinkedIn Sales Navigator Checklist — ICP definition, search filters, lead lists, connection and outreach sequences, response handling and CRM updates.
  • Social Media Manager Daily Checklist — Daily monitoring, replies to comments and messages, scheduled posts, performance checks and the content pipeline.
  • Social Media Audit Checklist — Quarterly audit of every account: inventory and impersonators, admin access and two-factor authentication, profiles, results against goals, ad labels and an action plan the head of marketing approves.
  • Influencer Campaign Checklist — One creator campaign from the brief to the last payment: vetting creators, contracts with usage rights and the ad label written in, content approval before anything goes live, UK and US disclosure checks and reporting.
  • Press Release Checklist — One press release from the news angle to the coverage review: a target media list, every fact checked against its source, quotes approved by the spokespeople, sign-off before anything is sent, embargoes and media enquiries.

Website & SEO

  • Website Launch Checklist — Go-live QA for a new or rebuilt site: forms, legal pages, SEO basics, analytics and consent, Core Web Vitals, accessibility and a launch-day go/no-go.
  • E-commerce Store Launch Checklist — Open a new online shop: catalogue, payments and test orders, tax, shipping, the legal pages and pre-contract information for UK or US buyers, the owner’s go/no-go and a 30-day review.
  • Website Migration Checklist — SEO-safe site moves: benchmarks, URL inventory and redirect map, staging parity, crawl comparison and twelve weeks of monitoring.
  • SEO Audit Checklist — A quarterly or pre-project audit of crawl and indexation, page experience, on-page and structured data, content and links, with a signed-off fix plan.
  • GA4 Setup & Audit Checklist — Set up a new Google Analytics 4 property or audit an existing one: access, data streams and the tag, key events, consent mode, filters, links, data quality checks and the owner’s sign-off.
  • WordPress Maintenance Checklist — A monthly routine: tested backups, staging-first updates with approval, security, performance and uptime, PHP version planning and a client report.

Why Marketing Teams Use CheckFlow

1

Campaigns launched with every asset approved — not improvised

The campaign that goes live with a typo in the headline, a broken landing page link, or a tracking code that wasn't added is a campaign that was launched without a pre-launch checklist. CheckFlow's campaign preparation workflow requires every asset — copy, creative, landing page, tracking, and approvals — to be confirmed complete before the launch date is cleared.

2

Content published to a consistent quality standard

Content that bypasses the editorial review because the publishing deadline was tight produces the kind of inconsistency that erodes brand credibility — factual errors, off-brand tone, SEO optimisation skipped. CheckFlow's content production workflow requires every piece to pass the same review and approval gates regardless of urgency, maintaining the quality standard even under deadline pressure.

3

Marketing processes that produce measurable, repeatable results

Marketing programmes that produce results only when the most experienced team member is involved are programmes that cannot scale. CheckFlow's marketing templates encode the methodology that produces results — keyword research process, content strategy framework, ad copy development workflow — so every team member executes to the same standard.

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Marketing Templates — Frequently Asked Questions

What should a digital content strategy include?

A digital content strategy covers six components: audience analysis (defining the specific audiences the content will serve — their roles, challenges, search behaviours, and content preferences), content pillars (the three to five thematic areas the brand will own, aligned to the audience's key challenges and the brand's areas of expertise), keyword and SEO alignment (mapping content pillars to search intent and keyword opportunities — ensuring content is built around what the target audience is actually searching for), channel strategy (which channels will be used for which content types, with frequency and format defined per channel), editorial calendar (a production schedule that makes the content strategy operational — topics, formats, owners, and publication dates planned in advance), and measurement framework (the metrics that will be used to assess whether the content is achieving its objectives — traffic, engagement, lead generation, or pipeline attribution depending on the content's purpose).

What is keyword strategy and why does it matter for SEO?

Keyword strategy is the process of identifying the specific search terms your target audience uses to find solutions to the problems your product or service addresses, and then systematically building content around those terms to rank in search engines. It matters because organic search remains one of the highest-ROI marketing channels — traffic that arrives via search intent converts at higher rates than most paid channels, and the content investment continues to produce results long after it was created. A structured keyword strategy involves: identifying the problems and questions your audience is searching for (not just the product terms you want to rank for), assessing search volume and competition for candidate keywords, clustering keywords by intent and topic, mapping them to specific content types, and prioritising based on opportunity and alignment with commercial objectives.

What should a brand development process cover?

A brand development process covers five phases: brand strategy (defining the brand's positioning — who it is for, what problem it solves, what makes it different, and what values it embodies — the foundation everything else builds on), value proposition (the specific, differentiated benefit the brand delivers to its target audience, expressed in their language not the company's internal language), visual identity (logo, colour palette, typography, imagery style, and design system — the visual language that makes the brand recognisable across every touchpoint), verbal identity (tone of voice, messaging hierarchy, key messages for each audience, and the language conventions that make the brand consistent across copy), and brand rollout (deploying the brand across all touchpoints — website, collateral, social media, product, packaging — and producing brand guidelines that enable consistent application by every team member and agency).

Which checklist do I need: website launch, website migration or landing page QA?

Use the Website Launch Checklist when a new or rebuilt site goes live: it covers forms, legal pages, SEO basics, analytics, performance, accessibility and the go/no-go decision. If existing URLs or the domain are changing, add the Website Migration Checklist, which protects search traffic with a redirect map, crawl comparisons and twelve weeks of monitoring. The Landing Page QA Checklist is smaller and more frequent: run it for each campaign page before paid or email traffic is sent to it.

Can CheckFlow's marketing templates be customised for different team sizes and channels?

Every CheckFlow template is fully customisable. Small teams can streamline approval workflows to reflect a solo or two-person process. Larger teams can add multi-level approvals, channel-specific specialist review steps, and budget sign-off. Channel-specific adaptations are straightforward: add LinkedIn-specific steps to the social media manager checklist, add Google Ads-specific quality score checks to the RSA workflow, or add print production steps to the content production workflow. Templates can be differentiated by campaign type — always-on content workflows run on a recurring weekly or monthly schedule; campaign launch workflows trigger on a project basis with a defined end date.

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