When you’re just starting out, or maybe in your first few years of business, a monthly checklist sounds like a great idea, but sticking with it often doesn’t happen. It’s pretty normal for some of these tasks to fall to the wayside. That’s why this week, I created a special marketing monthly checklist for you to download. Print it, paste it up somewhere in your office, or on your desk, and once a month, or even weekly, you can check in with this list and ask yourself, “Am I on track? Have I followed up and done the things that I need to be doing to grow my business and move my business forward?”

Today I want to walk you through this checklist, and you can start to get a better idea of some of the essential marketing tasks that need to be completed every single month, if not weekly, in order to grow your business.

It doesn’t matter if you’ve got five people on your email list, and you’re still waiting for that first client, or if you have two, three or 10,000 people on your email list, and you’re ready to scale: this checklist is guaranteed to help as you grow and build your business.

monthly marketing checklist

Your Monthly Marketing Checklist

Review Business Objectives

When I set my business goals, I set big yearly goals. To achieve those I create a 90 day road-map each quarter with smaller goals and objectives that all aim to aid me in reaching those big goals. At the start of every month I review my business objectives. This is super important. Without objectives, without goals, you really are kind of just wandering around in your business.

My bet is you might be hoping that clients come in, or that you might be hoping that all of a sudden you get a big break, or that something will go viral. Unfortunately, that’s not the way to grow a sustainable business. A business in which you create a brand legacy to really impact the community, your family, and the world that you live in.

Business objectives are one of the most important factors of a successful business. So important you’re going to want to review those business objectives every single month.

Sometimes those need to be pivoted or edited, and that’s okay. Things can shift throughout the year that maybe you don’t have control over, or you didn’t foresee and you want to be able to move with your objectives, not create a rigid path that you fear deviating from when “life” inevitably happens.

Batch Write Your Blog Content

I recommend batch writing your blog content every month, and so that way you have a set amount of blog posts or content that’s ready to go. It might need light editing, but overall if you’re stuck. or in a pinch. or if you have to travel, or something unexpected comes up, you’ve still got content that you’re pulling from and you’re not scrambling to post something last minute.

Sometimes batch writing your  content doesn’t work. One of the things you can do every month is go back through your old blog posts and decide which blog content you want to re-purpose.

This is a really wonderful technique to get older, previously popular or really great articles that have gotten buried under other content to see the light of day again. You can bring that re-purposed content forward,  edit or update, and give your followers an even better article, on a topic they may have forgotten about, or missed the first time.

Batch Write Weekly Social Posts

Along the lines of batch writing blog content, I like to make sure that my social posts are ready to go for the week. I have my assistant gather photos the Friday before, and put that in a software that I use to batch write and set up my Instagram feed. That software is called Planoly and I use that to organize my Instagram posts. We also batch write and organize all the posts that go out on Facebook or LinkedIn..

There are tools out there like  Buffer (and many others) that can help you organize your posts. I like to spend a little bit of time, one-two hours max each week batching those social posts for the week ahead to manage my stress, but more importantly my time!

Organize Marketing Material

This includes images in Canva or  even a new content upgrade for my blog.

Content upgrades are something that you can download. For example, in this article, I have the monthly marketing checklist that you can download, that would be considered a content upgrade. I like to approve anything that’s coming through, whether that’s a Facebook ad or an Instagram post that’s being promoted. Anything that has to do with how my business appears to others, from a visual aspect. I make sure that those materials are ready to go and approved for the month.

Write Business Goals and Review Them Weekly

My business objectives might be the bigger picture of where I wanna take my business for the next 12 months. Writing out my business goals every month gives me actionable chunks to work within for the next 30 days.

For example, I might have a business objective to have a greater presence and engagement and community on Instagram. One of the ways I do that is by growing my Instagram account and acquiring new followers who are ideal followers, not bots or people who are doing follows for follows, right? Like, real followers. People that I can engage with and inspire and possibly maybe work with one day.

I would write my business goal, that this month I want to have 100 new people following me. I’m going to write down where I’m currently at in respect to that goal, what my current follower number is, and then my projected end-of-month numbers, so it would be 100 people more. Then I’m gonna review that weekly to keep that goal in the forefront of my mind.

If you’re not reviewing that goal weekly, by the end of the month, you might have forgotten about it. So reviewing it weekly and saying, “Well, listen, what am I doing? Am I engaging? Am I sharing good content? Am I sharing stories that matter?” That’s what’s going to make the difference of moving that goal forward and  meeting your business objectives.

Check In With Past Clients

Now, I don’t check in with all of them but if there is one client that’s on my mind, or if I haven’t spoken to someone in a couple of months, I like to shoot them an email and just say, “Hey, how are you? How is life? How’s business?”

And there’s no sales pitch or reason behind it, other than I really truly care about how my clients are doing.

When I check in with them, it’s not just checking with a client, it’s checking in with a friend.

My clients and I are very close, I really understand the soul and essence of why they’re in business. Checking in with them is a great way to connect with them and troubleshoot any issues they may be having.

Some of their issues or setbacks or what they’re dealing with can be great content for you to be sharing, whether in a blog post or social media post, about how to overcome what they’re going through. You don’t have to use their name but you can share their problem. Because my bet is, if your client or past client, is having an issue, maybe other people are as well.

And that’s a really great place for you to content mine and find more valuable content for your ideal clients.

Review the Calendar for Important Dates

At the beginning of every single month I review my calendar, I pull it out, I open it up, I check it against my school calendar for my kids. I make sure that the important days marked off. I make sure that meetings are set up correctly. I like to check and see, are there any big days coming up in the month or any big awareness days important to my business? Whether it’s Pancake Day or National Sibling Day, some days are more important for your business than others.

Reviewing my calendar also helps me to see where I’m at with my weekly or monthly action items, “Okay, so when is the newsletter going out? Do I have any promotion emails coming out this month?” And I note that in my calendar and make sure that I’m aware of what’s happening in my business and the conversations I’m having in my business during the month.

Write and Schedule Weekly Newsletters

If you’re batch writing content, you can batch write your newsletter content and then prep it and schedule it in your email software program. Whether that’s MailChimp or Drip or ConvertKit, you can schedule that at the beginning of the month or you can do it week by week.

We do it week by week, and it works out really well for us.

That’s also something that’s really important: one of the things that we make sure we do is have newsletters that are written in alignment with the blog posts that are posted every single week, and that the podcasts are also in line with what we’re posting on the website and sharing in our newsletter.

We want to make sure that everyone is receiving the information for the week in multiple ways they can either read it or listen to it, and then they have access to that content in multiple formats for their reference. By writing and scheduling my weekly newsletters in alignment with the content that’s coming out, I’m able  to stay on brand and consistent with the experience of my clients.

It’s important every month to be setting these things up ahead of time, so that way you’re not scrambling at the last minute, or unsure of what to say. The worst case scenario: you end up not posting something, or not writing that blog, or not sending that newsletter because other things – life in general – just gets in the way, and then you start to lose your consistency.

Remember, consistency is key to building that trust and respect with your brand.



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