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Small Business Marketing Checklist

Use this Small Business Marketing Checklist to organise the key tasks and next steps. Organize a small-business marketing system around a clear audience, offer, channels, content and measurable actions

10 Tasks 2 Steps ✓ Progress saves on this device
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STEP 1 OF 2Getting Started

Work through this step at your own pace.

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Define the customer group and problem your marketing is meant to address. To do
Write a clear description of the offer and the action you want prospects to take. To do
Review the website or landing page used in campaigns. To do
Choose a small number of channels that fit your customers and resources. To do
Create a simple content or promotion calendar. To do
Prepare accurate product, service and business information for each channel. To do
Set up a way to track inquiries, leads or sales from major marketing activities. To do
Review customer questions and feedback for useful messaging insights. To do
Set a realistic review period rather than changing strategy every day. To do
Document what you learned and update the next campaign accordingly. To do
CHECKLIST GUIDE · PRACTICAL ADVICE

Small Business Marketing Checklist: What to Know Before You Begin

Organize a small-business marketing system around a clear audience, offer, channels, content and measurable actions.

Before You Start

Marketing gets clearer when you know exactly who you are trying to reach and what you want them to do. Define the customer and offer first, then check your website, channels, messaging and follow-up process.

Important Tips

  • Do not publish claims, testimonials or statistics you cannot substantiate.
  • Start with channels you can maintain consistently.
  • Measure meaningful actions such as qualified inquiries or sales rather than only impressions.

Frequently Asked Questions

How many marketing channels should a small business use?

Choose the channels where your customers are present and that you can maintain well.

What should I measure?

Track outcomes relevant to the business, such as qualified inquiries, bookings, sales or repeat customers.

How often should I change a campaign?

Give a campaign enough time and data to evaluate it unless there is a clear problem requiring immediate correction.