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📋 Campaign Design To-Do List

MEDDICC-aligned campaign preparation with AI assistance

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Collect Source Material
Case-study intake
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I
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Gather all client case studies and tag successes, quantified outcomes, tech stack, vertical, deal size
Map evidence to Metrics & Pain for later proofs
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Set Campaign Frame
Brief & one-pager
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C
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Define primary objective (e.g., short-term lead gen vs. strategic growth)
Choose campaign type (ABM outbound, content-led inbound, event-driven, etc.)
Set time-box (single burst, quarterly sprint, always-on)
List involved teams & exec sponsor
2
Build Context Dossier
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Desk research: industry trend, competitor moves, internal pipeline gaps
Interview PMs / AEs for first-hand insights
Summarize top 3 opportunity triggers per vertical
3
Define ICP + Market Potential
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Draft Ideal Customer Profile (industry, tech, geo, company size, buying role)
Calculate TAM → SAM → SOM: Pull market sizing reports / databases
Filter by reachable region / tech scope (SAM)
Tier & segment SOM list (e.g., Tier 1 = 20 strategic, Tier 2 = 80 high-fit, Tier 3 = 200 long-tail)
Enrich account data (funding, tech signals, recent news)
4
Craft the Value Offer
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Choose offer archetype (audit, MVP sprint, core product, retainer)
Articulate Unique Value Proposition per segment (Problem → Solution → Value → Proof)
Build pricing & ROI calculator using case-study metrics
5
Assemble Collateral
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Curate/produce case-study one-pagers
Sales deck draft (big numbers up-front)
Testimonials, FAQs, video/demo snippets
Create nurture-stage assets (whitepaper, checklist)
6
Message & Positioning Grid
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Fill Value-Prop Matrix for each ICP segment
Write hooks / door-openers & CTAs
Align tone-of-voice (PL/EN) & proof points
Validate with a "champion" inside pilot account if possible
7
Channel & Activity Plan
Dp
Dc
0/5
Outbound sequences: email, LinkedIn, call-steps
Inbound assets: SEO articles, gated content, landing pages
Paid: LinkedIn Ads, retargeting
Partnerships / events calendar
Map content journey (Awareness → Consideration → Decision) with drips
8
KPI & Measurement Scaffold
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Dp
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Define metrics per funnel stage (impressions, replies, SQLs, revenue influenced)
Build HubSpot/Looker dashboard & weekly cadence report
Set MEDDICC discovery fields in CRM for every new deal
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Operational Enablement
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Create email/LinkedIn templates & snippets
Configure workflows: lead scoring, routing, alerts
Train BDRs/AEs on campaign playbook and MEDDICC qualification
Launch pilot, inspect-adapt every two weeks