Prior to switching to Hubspot, we would work together with Jira Atlassian Epics and child cards that helped us keep campaigns under one epic and track the calendar.
Plan down to the smallest detail. Write everything down - don’t think you will remember a part. Consider objectives. Look at the campaign plan before launch and make sure you’ve considered your brand throughout.
Our team uses tools that break out tasks, like Monday.com collab software. That way we have an eye for timelines, updates, and potential roadblocks.
I would recommend by starting with your mission and your vision and recruiting the team you want to work with for the campaign. Once a team is put together I would start giving assignments. A way to stay organized and making sure everyone is on the same pages is having frequent meetings.
It is of the upmost importance to build a strategic plan prior to starting the marketing campaign. While highly customized to the specific consumer segment, strategy should be aligned across different channels. Once the strategy is set, identifying specific goals for every channel and coming up with KPI’s to reflect on the success of marketing efforts is the next step. Once there, KPI’s and other HubSpot’s reporting and analysis tools will guide the marketing team on the future action.
Since our products are very niche-oriented, the best way for our company to do this is to have regular and frequent discussions with sales personnel, focusing on the features and benefits of the products which THEY tell us the customers are most interested in. Keeping tabs on those key drivers helps us to create multi-stage campaigns for each product.
Member
Create a nomenclature for assets so that when viewed within the individual tabs, you can easilyt find them. For example: 2021-07-31 WBN High Performance X - Reminder email - 2 weeks
Weekly meetings
A marketing project management tool is key for visibility across the team so everyone can see who is doing what and by when. The planning stage should set all expections for delivery and goals, so focus time on getting the right stakeholders involved early.
Organizing with weekly meetings and updates to stay organized to hit goals.
We create integrated marketing campaigns with goals and present them to the clients via google slides. Designing the assets are scheduled and tracked in our project management system. A campaign is set up in HubSpot, and all associated assets are aligned to the campaign.
Using planning software like Monday to assist.
Setting a goal at the start and adjusting that goal if needed.
We have a small marketing team working with strategies on Hubspot
Plan out your strategy, goals and assets first on paper or whiteboard. Visual representation of your campaign journey with a list of assets needed at each touch point is very helpful.
Through google sheets
We use our project management system (in our case we use Asana, but I’m sure the tasks within HubSpot could work well with less complex projects) to keep track of all tasks, meeting notes and assets needed to be created. Setting due dates and assigning all jobs clearly is crucial for having it all ready for launch. Once all assets are complete I create a Campaign in HubSpot and connect them all there for easy tracking and campaign reporting.
not professional yet
Have weekly meetings with your team and set goals/deadlines when planning out your campaign