--- name: campaign-plan description: Generate a full campaign brief with objectives, audience, messaging, channel strategy, content calendar, and success metrics. Use when planning a product launch, lead-gen push, or awareness campaign, when you need a week-by-week content calendar with dependencies, or when translating a marketing goal into a structured, executable plan. argument-hint: "" --- # Campaign Plan > If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../../CONNECTORS.md). Generate a comprehensive marketing campaign brief with objectives, audience, messaging, channel strategy, content calendar, and success metrics. ## Trigger User runs `/campaign-plan` or asks to plan, design, or build a marketing campaign. ## Inputs Gather the following from the user. If not provided, ask before proceeding: 1. **Campaign goal** — the primary objective (e.g., drive signups, increase awareness, launch a product, generate leads, re-engage churned users) 2. **Target audience** — who the campaign is aimed at (demographics, roles, industries, pain points, buying stage) 3. **Timeline** — campaign duration and any fixed dates (launch date, event date, seasonal deadline) 4. **Budget range** — approximate budget or budget tier (optional; if not provided, generate a channel-agnostic plan and note where budget allocation would matter) 5. **Additional context** (optional): - Product or service being promoted - Key differentiators or value propositions - Previous campaign performance or learnings - Brand guidelines or constraints - Geographic focus ## Campaign Brief Structure Generate a campaign brief with the following sections: ### 1. Campaign Overview - Campaign name suggestion - One-sentence campaign summary - Primary objective with a specific, measurable goal - Secondary objectives (if applicable) ### 2. Target Audience - Primary audience segment with description - Secondary audience segment (if applicable) - Audience pain points and motivations - Where they spend time (channels, communities, publications) - Buying stage alignment (awareness, consideration, decision) ### 3. Key Messages - Core campaign message (one sentence) - 3-4 supporting messages tailored to audience pain points - Message variations by channel (if different tones are needed) - Proof points or evidence to support each message ### 4. Channel Strategy Recommend channels based on audience and goal. For each channel, include: - Why this channel fits the audience and objective - Content format recommendations - Estimated effort level (low, medium, high) - Budget allocation suggestion (if budget was provided) Consider channels from: - Owned: blog, email, website, social media profiles - Earned: PR, influencer partnerships, guest posts, community engagement - Paid: search ads, social ads, display, sponsored content, events ### 5. Content Calendar Create a week-by-week (or day-by-day for short campaigns) content calendar: - What content to produce each week - Which channel each piece targets - Key milestones and deadlines - Dependencies between pieces (e.g., "landing page must be live before paid ads launch") Format as a table: | Week | Content Piece | Channel | Owner/Notes | Status | |------|--------------|---------|-------------|--------| ### 6. Content Pieces Needed List every content asset required for the campaign: - Asset name and type (blog post, email, social post, ad creative, landing page, etc.) - Brief description of what it should contain - Priority (must-have vs. nice-to-have) - Suggested timeline for creation ### 7. Success Metrics Define KPIs aligned to the campaign objective: - Primary KPI with target number - Secondary KPIs (3-5) - How each metric will be tracked - Reporting cadence recommendation If ~~product analytics is connected, reference any available historical performance benchmarks to inform targets. ### 8. Budget Allocation (if budget provided) - Breakdown by channel or activity - Production costs vs. distribution costs - Contingency recommendation (typically 10-15%) ### 9. Risks and Mitigations - 2-3 potential risks (timeline, audience mismatch, channel underperformance) - Mitigation strategy for each ### 10. Next Steps - Immediate action items to kick off the campaign - Stakeholder approvals needed - Key decision points ## Planning Reference ### Campaign Framework: Objective, Audience, Message, Channel, Measure Every campaign should be built on this five-part framework: #### Objective Define what success looks like before planning anything else. - **Awareness**: increase brand or product visibility (measured by reach, impressions, share of voice) - **Consideration**: drive engagement and education (measured by content engagement, email signups, webinar attendance) - **Conversion**: generate leads or sales (measured by signups, demos, purchases, pipeline) - **Retention**: re-engage existing customers (measured by churn reduction, upsell, NPS) - **Advocacy**: turn customers into promoters (measured by referrals, reviews, UGC) Good objectives are SMART: Specific, Measurable, Achievable, Relevant, Time-bound. Example: "Generate 200 marketing qualified leads from mid-market SaaS companies in North America within 6 weeks of campaign launch." #### Audience Define who you are trying to reach with enough specificity to guide messaging and channel decisions. - **Demographics**: role/title, seniority, company size, industry - **Psychographics**: motivations, pain points, goals, objections - **Behavioral**: where they consume content, how they buy, what they have engaged with before - **Buying stage**: are they unaware of the problem, researching solutions, or ready to buy? Create a brief audience profile (not a full persona) for campaign planning: > "[Role] at [company type] who is struggling with [pain point] and looking for [desired outcome]. They typically discover solutions through [channels] and care most about [priorities]." #### Message Craft the core message and supporting points that will resonate with the audience. - **Core message**: one sentence that captures what you want the audience to think, feel, or do - **Supporting messages**: 3-4 points that provide evidence, address objections, or elaborate on benefits - **Proof points**: data, case studies, testimonials, or third-party validation for each supporting message - **Differentiation**: what makes your offering different from alternatives (including doing nothing) Message hierarchy: 1. Why should I care? (addresses the pain point or opportunity) 2. What is the solution? (positions your offering) 3. Why you? (differentiates from alternatives) 4. What should I do? (call to action) #### Channel Select channels based on where your audience is, not where you are most comfortable. See the Channel Selection Guide below. #### Measure Define how you will know the campaign worked. See Success Metrics by Campaign Type below. ### Channel Selection Guide #### Owned Channels | Channel | Best For | Typical Metrics | Effort | |---------|----------|----------------|--------| | Blog/Website | SEO, thought leadership, education | Traffic, time on page, conversions | Medium | | Email | Nurture, retention, announcements | Open rate, CTR, conversions | Low-Medium | | Social (organic) | Awareness, community, brand building | Engagement, reach, follower growth | Medium | | Webinars | Education, lead gen, product demos | Registrations, attendance, pipeline | High | | Podcast | Thought leadership, brand awareness | Downloads, subscriber growth | High | #### Earned Channels | Channel | Best For | Typical Metrics | Effort | |---------|----------|----------------|--------| | PR/Media | Awareness, credibility, launches | Coverage, share of voice, referral traffic | High | | Guest content | Audience expansion, SEO, credibility | Referral traffic, backlinks | Medium | | Influencer/Partner | Audience expansion, trust | Reach, engagement, referral conversions | Medium-High | | Community | Awareness, trust, feedback | Mentions, engagement, referral traffic | Medium | | Reviews/Ratings | Credibility, SEO, consideration | Review volume, rating, conversion lift | Low-Medium | #### Paid Channels | Channel | Best For | Typical Metrics | Effort | |---------|----------|----------------|--------| | Search ads (SEM) | High-intent lead capture | CPC, CTR, conversion rate, CPA | Medium | | Social ads | Awareness, retargeting, lead gen | CPM, CPC, CTR, CPA, ROAS | Medium | | Display/Programmatic | Awareness, retargeting | Impressions, CPM, view-through conversions | Low-Medium | | Sponsored content | Thought leadership, lead gen | Engagement, leads, cost per lead | Medium | | Events/Sponsorships | Relationship building, brand | Leads, meetings, pipeline influenced | High | #### Channel Selection Criteria When choosing channels, consider: - Where does your target audience spend time? - What is the buying stage you are targeting? (awareness channels vs. conversion channels) - What is your budget? (paid channels require spend; owned/earned require time) - What content assets do you already have or can you produce? - What has worked in the past? (reference historical data if available) ### Content Calendar Creation #### Calendar Planning Process 1. **Start with milestones**: campaign launch, event dates, product releases, seasonal moments 2. **Work backward**: what needs to be live and when? What is the production lead time? 3. **Map content to funnel stages**: ensure coverage across awareness, consideration, and conversion 4. **Batch by theme**: group related content pieces into weekly or bi-weekly themes 5. **Balance channels**: do not over-index on one channel; ensure the audience sees the campaign across touchpoints 6. **Build in flexibility**: leave 20% of calendar slots open for reactive or opportunistic content #### Content Cadence Guidelines - **Blog**: 1-4 posts per week depending on team size and goals - **Email newsletter**: weekly or bi-weekly for most audiences - **Social media**: 3-7 posts per week per platform (varies by platform) - **Paid campaigns**: continuous during campaign window with creative refreshes every 2-4 weeks - **Webinars**: monthly or quarterly depending on resources #### Production Timeline Benchmarks - Blog post: 3-5 business days (research, draft, review, publish) - Email campaign: 2-3 business days (copy, design, test, send) - Social media posts: 1-2 business days (draft, design, schedule) - Landing page: 5-7 business days (copy, design, development, QA) - Video content: 2-4 weeks (script, production, editing) - Ebook/whitepaper: 2-4 weeks (outline, draft, design, review) ### Budget Allocation Approaches #### Percentage of Revenue Method - Industry benchmark: 5-15% of revenue for marketing, with B2B typically at 5-10% and B2C at 10-15% - Startups and growth-stage companies often invest 15-25% of revenue in marketing - Within the marketing budget, allocate across brand (long-term) and performance (short-term) #### Channel Allocation Framework A common starting framework (adjust based on goals and historical data): | Category | Percentage of Budget | Examples | |----------|---------------------|----------| | Paid acquisition | 30-40% | Search ads, social ads, display | | Content production | 20-30% | Blog, video, design, ebooks | | Events and sponsorships | 10-20% | Conferences, webinars, meetups | | Tools and technology | 10-15% | Analytics, automation, CRM | | Testing and experimentation | 5-10% | New channels, A/B tests, pilots | #### Budget Optimization Principles - Start with your highest-confidence channel and allocate 60-70% of paid budget there - Reserve 15-20% for testing new channels or tactics - Shift budget monthly based on performance data (do not set and forget) - Account for production costs, not just media spend - Include a 10-15% contingency for unexpected opportunities or overruns ### Success Metrics by Campaign Type #### Awareness Campaign | Metric | What It Measures | |--------|-----------------| | Reach/Impressions | How many people saw the campaign | | Brand mention volume | Increase in brand conversations | | Share of voice | Your mentions vs. competitors | | Direct traffic | People coming to your site unprompted | | Social follower growth | Audience building | #### Lead Generation Campaign | Metric | What It Measures | |--------|-----------------| | Total leads | Volume of new contacts | | Marketing qualified leads (MQLs) | Leads meeting quality threshold | | Cost per lead (CPL) | Efficiency of spend | | Lead-to-MQL conversion rate | Quality of leads generated | | Pipeline influenced | Revenue opportunity created | #### Product Launch Campaign | Metric | What It Measures | |--------|-----------------| | Signups or trials | Adoption of new product | | Activation rate | Users who complete key first action | | Media coverage | Earned media hits | | Social buzz | Mentions, shares, engagement spike | | Feature adoption | Usage of specific launched features | #### Retention/Engagement Campaign | Metric | What It Measures | |--------|-----------------| | Churn rate change | Customer retention improvement | | Engagement rate | Interactions with campaign content | | NPS or CSAT change | Satisfaction improvement | | Upsell/cross-sell revenue | Expansion revenue | | Feature adoption | Usage of promoted features | #### Event/Webinar Campaign | Metric | What It Measures | |--------|-----------------| | Registrations | Interest generated | | Attendance rate | Conversion from registration | | Engagement during event | Questions, polls, chat activity | | Post-event conversions | Leads or pipeline from attendees | | Content repurposing reach | Downstream audience from recordings | ## Output Present the full campaign brief with clear headings and formatting. After the brief, ask: "Would you like me to: - Dive deeper into any section? - Draft specific content pieces from the calendar? - Create a competitive analysis to inform the messaging? - Adjust the plan for a different budget or timeline?"