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.