Set Goals and Objectives.: Customer Persona Checklist

1. Set goals and objectives.
Before you create a marketing plan, you must

have a purpose for it. This purpose is based on the long-term goals that guide
all of your efforts. Once these long-term goals are established, break them
down into specific objectives. Your objectives should be measurable over a
period of time. For example, your goal may be to establish a social media
marketing strategy. Meanwhile, an objective related to this goal could be to
gain 100 followers on social media during the first month on the platform.
2. Analyze your situation. A Strengths, Weaknesses, Opportunities, and

Threats (SWOT) analysis can give you a snapshot of the situations you face
as you market your business. Your strengths are what make your business
unique, while your weaknesses are what you can improve on. The economy,
your competitors, technology, and other external factors contribute to your
opportunities and threats. By analyzing your situation this way, you can
improve your marketing strategies, while overcoming challenges that may or
may not be in your control. Create customer personas to help figure out who
your ideal customers. This will help with your analysis. To get you started,
we’ve created a Customer Persona Checklist.
As part of our analysis, Pulse uses a template that outlines an ideal customer
persona, the tone of our content, and the benefits of our services.
3. Map your messages. Your messaging is part of your marketing strategy

and your brand. To create a message map, start by writing an XYZ statement
or boilerplate that contains basic information about your business. Then,
center other messaging related to your products, clients, and services around
the XYZ statement. These messages can then be incorporated into your
mission statement, press releases, and other marketing materials. To learn
how to craft messaging that creates the best image of your business, check
out our Content Writing Checklist.
4. Live out your mission. Your business has a set of values that guides it.
Creating a mission statement outlines these values and ensures that the
people who interact with your business are aware of them. Just be sure that
this message reflects your brand honestly so you can actively demonstrate
the values outlined in the mission statement through your interactions with
clients. This statement and how it is carried out can make or break your
clients’ trust.
Pulse takes pride in being your local, friendly marketing team, which is why it
is our tagline. We demonstrate those values by being involved in our
community.
5. Outline your tactics. A successful marketing strategy is made up of many

different tactics, including both online and offline options. Your goals, target
audience, and industry factor into this decision. For example, if your target
audience is young, focusing on social media is more beneficial as this is
primarily where this group consumes content. If your industry is product-based
(for example, if you design jewelry), then using a more visual platform would
better showcase your products. To be most effective, you have to choose
which methods are right for your business. Once you’ve selected your tactics,
list them in your marketing plan and determine how they’ll help you reach your
goals.
6. Make a timeline. Your time is precious, especially when it comes to your

marketing strategies. Based on the goals and objectives you’ve set for your
business, create a timeline that will determine what will be completed and
when. Remember to allow extra time for unexpected events that may delay
some of your goals.
Using project management software can help you to create a timeline. At

Pulse, we use Wrike, a program that enables us to schedule projects on a
timeline, as seen below.
7. Mind your budget. Creating a budget for your marketing strategies can

inform your efforts by determining what you can and can’t afford. Choosing
the most cost-effective options for your business ensures the success of your
overall marketing plan. This doesn’t have to limit your options. Paid
advertising on social media and search engines allows you to choose the
amount you can afford to pay, making them accessible to even the smallest of
budgets.
8. Divide and conquer. Once you’ve created a timeline for the creation and
distribution of your marketing materials, assign these tasks to members of
your staff. If your business is small and doesn’t have the staff required to carry
out your plan, you may need to consider hiring another person or a marketing
agency. Ultimately, your staff’s size and qualifications will determine this for
you.
9. Measure up. Measuring the effectiveness of your marketing strategies will

inform your current plan and your future efforts. Your website, social media,
and other marketing materials are sources of this information. To help you
track this , there are many free online analytics tools available. Just be sure to
only track data relevant to your business so these measurements are
effective.
10. Stay current. Your marketing goals and needs will change over time.
Ideally, you should revisit your marketing plan once a year and make
adjustments as necessary. You should write your marketing plan with this
growth in mind so you can measure it. In the meantime, follow industry news
and trends that you can add to your own strategies.
Establishing a marketing plan keeps your business goals organized and

focused, saving valuable time and money. Even if you already have a
marketing plan, you can still reap these benefits by keeping it up-to-date.

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1. Set goals and objectives.

Before you create a marketing plan, you must

2. Analyze your situation. A Strengths, Weaknesses, Opportunities, and

3. Map your messages. Your messaging is part of your marketing strategy

5. Outline your tactics. A successful marketing strategy is made up of many

6. Make a timeline. Your time is precious, especially when it comes to your

Using project management software can help you to create a timeline. At

7. Mind your budget. Creating a budget for your marketing strategies can

9. Measure up. Measuring the effectiveness of your marketing strategies will

Establishing a marketing plan keeps your business goals organized and

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