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Marketing Process Tracker

Track your marketing journey from acquisition through conversion to sales. All data is stored locally in your browser.

Acquisition

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Conversion

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Sales

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Overall

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👥 Persona Builder 📂 Import Data

📋 Project Information

Project/Campaign Name

Start Date

Target Completion

Budget

Target Audience

Primary Goal

🎯 Customer Acquisition

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🔍 SEO Strategy

Conduct keyword research for target pages
Optimize title tags and meta descriptions
Ensure mobile-friendly design (responsive)
Improve page load speed (target <3 seconds)
Build internal linking structure
Set up Google Search Console

📝 Content Marketing

Define buyer personas
Create content pillars (3-5 main topics)
Build content calendar
Create lead magnets (ebooks, guides, templates)
Set up content distribution channels

💰 Paid Advertising

Set up Google Ads account and campaigns
Create social media ad campaigns
Set up conversion tracking
Create remarketing audiences

📱 Social Media Marketing

Audit and optimize social profiles
Create social media content calendar
Set up social listening/monitoring

📧 Email List Building

Set up email marketing platform
Create opt-in forms and landing pages
Build welcome email sequence

🤝 Partnerships & Referrals

Design referral program structure
Identify potential partnership opportunities
Set up affiliate program (if applicable)

📈 Conversion Optimization

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🏠 Landing Page Optimization

Create clear, benefit-focused headlines
Design compelling CTAs above the fold
Add social proof (testimonials, logos, reviews)
Optimize forms (minimal fields, clear labels)
Ensure mobile responsiveness
Add trust badges and security indicators

📊 A/B Testing

Set up A/B testing tool
Create test hypotheses document
Run headline/CTA tests
Document and implement winning variations

💌 Lead Nurturing

Create lead nurture email sequence
Set up lead scoring system
Create segmentation rules
Build cart abandonment recovery sequence

🛒 Checkout & Form Optimization

Enable guest checkout option
Add progress indicator to multi-step forms
Display total cost upfront (no surprises)
Add multiple payment options

📐 Analytics & Tracking

Set up heatmap and session recording tools
Configure conversion goal tracking

💵 Sales Process

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✅ Lead Qualification

Define qualification criteria (BANT/MEDDIC)
Create lead scoring model
Set up CRM and pipeline stages
Define MQL to SQL handoff process

📞 Prospecting & Outreach

Create outreach cadence (email, phone, LinkedIn)
Write cold email templates
Create call scripts
Set up LinkedIn outreach templates

🔎 Discovery Process

Create discovery call framework
Build discovery question bank
Create note-taking template

🎬 Presentation & Demo

Create sales presentation deck
Build demo script and flow
Prepare case studies and social proof
Create proposal templates

💬 Objection Handling

Document common objections
Create objection response frameworks
Prepare competitive positioning

🏆 Closing & Follow-up

Define closing techniques for team
Create contract and sign-off process
Set up customer onboarding handoff
Create win/loss analysis process

Import Data

Reset All Data?

This will permanently delete all your progress and notes. This action cannot be undone.