Campaign Plan
Plan and structure a complete marketing campaign from objective-setting through post-campaign analysis. Produces a ready-to-execute campaign document that aligns stakeholders, guides creative production, and defines measurable success.
Process
Step 1 — Define Campaign Objective
Clarify the single primary objective and up to two secondary objectives. Every downstream decision flows from this.
| Objective Type |
Example |
Primary KPI |
| Awareness |
Launch new brand in market |
Impressions, Reach |
| Consideration |
Drive whitepaper downloads |
Leads, CTR |
| Conversion |
Increase trial sign-ups by 30% |
Sign-ups, CPA |
| Retention |
Re-engage churned users |
Reactivation rate |
| Advocacy |
Generate customer referrals |
Referral count, NPS |
Ask the user:
- What is the single most important outcome?
- Is there a revenue or pipeline target attached?
- What does failure look like?
Step 2 — Identify Target Audience
Build one or more audience segments with enough detail to inform channel selection and creative tone.
For each segment, capture:
| Field |
Detail |
| Segment name |
e.g., "Mid-market SaaS CTOs" |
| Demographics |
Age range, title, company size, geography |
| Psychographics |
Pain points, motivations, objections |
| Current awareness |
Unaware / Problem-aware / Solution-aware / Product-aware |
| Preferred channels |
Where they spend attention |
| Decision triggers |
What moves them to act |
If the user provides minimal input, infer reasonable defaults and flag assumptions explicitly.
Step 3 — Select Channels and Tactics
Map channels to the audience and objective. Use the matrix below as a starting framework.
| Channel |
Best For |
Typical CPM/CPC |
Lead Time |
| Paid Search (Google Ads) |
High-intent conversion |
$1-8 CPC |
1-2 weeks |
| Paid Social (LinkedIn) |
B2B awareness & leads |
$6-12 CPC |
1-2 weeks |
| Paid Social (Meta) |
B2C awareness & retargeting |
$0.50-3 CPC |
1 week |
| Email (owned list) |
Nurture & retention |
~$0 marginal |
3-5 days |
| Content / SEO |
Long-term organic traffic |
$0 marginal |
2-6 months |
| Influencer / Creator |
Trust & reach in niche |
Varies widely |
3-6 weeks |
| Events / Webinars |
Pipeline & relationships |
$2K-50K per event |
4-8 weeks |
| PR / Media |
Credibility & reach |
Agency retainer |
4-8 weeks |
| Direct Mail |
Account-based marketing |
$5-25 per piece |
3-4 weeks |
For each selected channel, specify:
- Tactic (e.g., "LinkedIn Sponsored Content — single image ads")
- Audience targeting parameters
- Creative requirements (format, dimensions, copy length)
- Expected volume and cost
Step 4 — Set Budget and Allocate
Provide a budget breakdown table:
| Line Item |
Estimated Cost |
% of Total |
Notes |
| Paid media spend |
|
|
|
| Creative production |
|
|
|
| Tools / Software |
|
|
|
| Agency / Freelancer fees |
|
|
|
| Events / Sponsorships |
|
|
|
| Contingency (10-15%) |
|
|
|
| Total |
|
100% |
|
Rules of thumb:
- Allocate 60-70% to the top 2 channels by expected ROI.
- Reserve 10-15% for testing new channels or creative variants.
- Include a contingency buffer of 10-15%.
Step 5 — Build Timeline
Create a phased timeline with owners and dependencies.
| Phase |
Duration |
Key Activities |
Owner |
Dependencies |
| Planning |
Week 1-2 |
Brief sign-off, audience research |
Marketing lead |
Stakeholder alignment |
| Creative Production |
Week 2-4 |
Copy, design, landing pages |
Creative team |
Approved brief |
| Setup & QA |
Week 4-5 |
Ad accounts, tracking pixels, UTMs |
Growth/Ops |
Creative assets ready |
| Soft Launch |
Week 5 |
Small-budget test flight |
Growth |
QA sign-off |
| Full Launch |
Week 6-8 |
Scale spend, monitor daily |
Growth |
Soft launch learnings |
| Optimization |
Week 8-10 |
A/B tests, bid adjustments, reallocation |
Growth |
Performance data |
| Wrap-up & Report |
Week 11-12 |
Post-mortem, final report |
Marketing lead |
Campaign end |
Step 6 — Write the Creative Brief
Produce a concise creative brief document:
CREATIVE BRIEF
==============
Campaign name:
Objective:
Target audience:
Key message (single sentence):
Supporting proof points (up to 3):
Desired action (CTA):
Tone & style:
Mandatory inclusions (logos, disclaimers, legal):
Deliverables list:
Due date:
Step 7 — Define Success Metrics and Reporting
| Metric |
Target |
Measurement Tool |
Reporting Cadence |
| Impressions |
|
Ad platform |
Weekly |
| Click-through rate (CTR) |
|
Ad platform |
Weekly |
| Cost per click (CPC) |
|
Ad platform |
Weekly |
| Leads / Sign-ups |
|
CRM / Analytics |
Weekly |
| Cost per acquisition (CPA) |
|
Calculated |
Bi-weekly |
| Conversion rate |
|
Analytics |
Bi-weekly |
| Revenue attributed |
|
CRM |
Monthly |
| ROAS / ROI |
|
Calculated |
End of campaign |
Output Format
Return the campaign plan as a structured document with these sections:
- Executive Summary — 3-5 sentences covering objective, audience, channels, budget, and timeline.
- Objective & KPIs — Table of primary and secondary objectives with targets.
- Target Audience — Segment profiles.
- Channel Strategy — Channel-tactic matrix with rationale.
- Budget — Allocation table.
- Timeline — Gantt-style phase table.
- Creative Brief — Filled-in brief template.
- Measurement Plan — Metrics table with targets and tools.
- Risks & Mitigations — Top 3-5 risks with contingency actions.
Quality Checklist
Edge Cases
- No budget provided: Ask for at least a range. If none given, produce a plan at three tiers (low / medium / high) with trade-offs explained.
- Vague objective ("grow the brand"): Push back with clarifying questions. If the user insists, default to an awareness objective with reach and impression KPIs, and note the ambiguity.
- Single-channel request: Still produce the full plan but focus depth on that channel. Suggest one complementary channel with rationale.
- Very short timeline (< 2 weeks): Flag that paid media learning periods and creative production may be compressed. Recommend simplified creative and higher initial bids.
- Regulated industry (finance, healthcare, alcohol): Add a compliance review step to the timeline and flag industry-specific ad policies (e.g., Meta financial services restrictions, HIPAA).
- International / multi-market campaigns: Add localization requirements, time-zone considerations, and per-market budget splits.
- No existing audience data: Recommend a discovery phase with broad targeting and rapid iteration before committing full budget.
1---2name: campaign-plan3description: Plan marketing campaigns end-to-end: objectives, audience, channels, budget, timeline, creative brief, and success metrics. TRIGGER when: user says /campaign-plan, "plan a campaign", "marketing campaign", "campaign strategy", "launch plan".4---56# Campaign Plan78Plan and structure a complete marketing campaign from objective-setting through post-campaign analysis. Produces a ready-to-execute campaign document that aligns stakeholders, guides creative production, and defines measurable success.910---1112## Process1314### Step 1 — Define Campaign Objective1516Clarify the single primary objective and up to two secondary objectives. Every downstream decision flows from this.1718| Objective Type | Example | Primary KPI |19|---|---|---|20| Awareness | Launch new brand in market | Impressions, Reach |21| Consideration | Drive whitepaper downloads | Leads, CTR |22| Conversion | Increase trial sign-ups by 30% | Sign-ups, CPA |23| Retention | Re-engage churned users | Reactivation rate |24| Advocacy | Generate customer referrals | Referral count, NPS |2526Ask the user:27- What is the single most important outcome?28- Is there a revenue or pipeline target attached?29- What does failure look like?3031### Step 2 — Identify Target Audience3233Build one or more audience segments with enough detail to inform channel selection and creative tone.3435For each segment, capture:3637| Field | Detail |38|---|---|39| Segment name | e.g., "Mid-market SaaS CTOs" |40| Demographics | Age range, title, company size, geography |41| Psychographics | Pain points, motivations, objections |42| Current awareness | Unaware / Problem-aware / Solution-aware / Product-aware |43| Preferred channels | Where they spend attention |44| Decision triggers | What moves them to act |4546If the user provides minimal input, infer reasonable defaults and flag assumptions explicitly.4748### Step 3 — Select Channels and Tactics4950Map channels to the audience and objective. Use the matrix below as a starting framework.5152| Channel | Best For | Typical CPM/CPC | Lead Time |53|---|---|---|---|54| Paid Search (Google Ads) | High-intent conversion | $1-8 CPC | 1-2 weeks |55| Paid Social (LinkedIn) | B2B awareness & leads | $6-12 CPC | 1-2 weeks |56| Paid Social (Meta) | B2C awareness & retargeting | $0.50-3 CPC | 1 week |57| Email (owned list) | Nurture & retention | ~$0 marginal | 3-5 days |58| Content / SEO | Long-term organic traffic | $0 marginal | 2-6 months |59| Influencer / Creator | Trust & reach in niche | Varies widely | 3-6 weeks |60| Events / Webinars | Pipeline & relationships | $2K-50K per event | 4-8 weeks |61| PR / Media | Credibility & reach | Agency retainer | 4-8 weeks |62| Direct Mail | Account-based marketing | $5-25 per piece | 3-4 weeks |6364For each selected channel, specify:651. Tactic (e.g., "LinkedIn Sponsored Content — single image ads")662. Audience targeting parameters673. Creative requirements (format, dimensions, copy length)684. Expected volume and cost6970### Step 4 — Set Budget and Allocate7172Provide a budget breakdown table:7374| Line Item | Estimated Cost | % of Total | Notes |75|---|---|---|---|76| Paid media spend | | | |77| Creative production | | | |78| Tools / Software | | | |79| Agency / Freelancer fees | | | |80| Events / Sponsorships | | | |81| Contingency (10-15%) | | | |82| **Total** | | **100%** | |8384Rules of thumb:85- Allocate 60-70% to the top 2 channels by expected ROI.86- Reserve 10-15% for testing new channels or creative variants.87- Include a contingency buffer of 10-15%.8889### Step 5 — Build Timeline9091Create a phased timeline with owners and dependencies.9293| Phase | Duration | Key Activities | Owner | Dependencies |94|---|---|---|---|---|95| Planning | Week 1-2 | Brief sign-off, audience research | Marketing lead | Stakeholder alignment |96| Creative Production | Week 2-4 | Copy, design, landing pages | Creative team | Approved brief |97| Setup & QA | Week 4-5 | Ad accounts, tracking pixels, UTMs | Growth/Ops | Creative assets ready |98| Soft Launch | Week 5 | Small-budget test flight | Growth | QA sign-off |99| Full Launch | Week 6-8 | Scale spend, monitor daily | Growth | Soft launch learnings |100| Optimization | Week 8-10 | A/B tests, bid adjustments, reallocation | Growth | Performance data |101| Wrap-up & Report | Week 11-12 | Post-mortem, final report | Marketing lead | Campaign end |102103### Step 6 — Write the Creative Brief104105Produce a concise creative brief document:106107```108CREATIVE BRIEF109==============110Campaign name:111Objective:112Target audience:113Key message (single sentence):114Supporting proof points (up to 3):115Desired action (CTA):116Tone & style:117Mandatory inclusions (logos, disclaimers, legal):118Deliverables list:119Due date:120```121122### Step 7 — Define Success Metrics and Reporting123124| Metric | Target | Measurement Tool | Reporting Cadence |125|---|---|---|---|126| Impressions | | Ad platform | Weekly |127| Click-through rate (CTR) | | Ad platform | Weekly |128| Cost per click (CPC) | | Ad platform | Weekly |129| Leads / Sign-ups | | CRM / Analytics | Weekly |130| Cost per acquisition (CPA) | | Calculated | Bi-weekly |131| Conversion rate | | Analytics | Bi-weekly |132| Revenue attributed | | CRM | Monthly |133| ROAS / ROI | | Calculated | End of campaign |134135---136137## Output Format138139Return the campaign plan as a structured document with these sections:1401411. **Executive Summary** — 3-5 sentences covering objective, audience, channels, budget, and timeline.1422. **Objective & KPIs** — Table of primary and secondary objectives with targets.1433. **Target Audience** — Segment profiles.1444. **Channel Strategy** — Channel-tactic matrix with rationale.1455. **Budget** — Allocation table.1466. **Timeline** — Gantt-style phase table.1477. **Creative Brief** — Filled-in brief template.1488. **Measurement Plan** — Metrics table with targets and tools.1499. **Risks & Mitigations** — Top 3-5 risks with contingency actions.150151---152153## Quality Checklist154155- [ ] Objective is specific, measurable, and time-bound156- [ ] Audience segments have enough detail to guide targeting and creative157- [ ] Channel selection is justified by audience behavior, not habit158- [ ] Budget includes contingency and testing allocation159- [ ] Timeline has clear owners and dependencies160- [ ] Creative brief is complete and actionable161- [ ] Every KPI has a target number, not just a metric name162- [ ] Risks are identified with concrete mitigations163- [ ] UTM and tracking plan is specified164- [ ] Legal / compliance requirements are noted (disclaimers, opt-outs, GDPR)165166---167168## Edge Cases169170- **No budget provided**: Ask for at least a range. If none given, produce a plan at three tiers (low / medium / high) with trade-offs explained.171- **Vague objective** ("grow the brand"): Push back with clarifying questions. If the user insists, default to an awareness objective with reach and impression KPIs, and note the ambiguity.172- **Single-channel request**: Still produce the full plan but focus depth on that channel. Suggest one complementary channel with rationale.173- **Very short timeline** (< 2 weeks): Flag that paid media learning periods and creative production may be compressed. Recommend simplified creative and higher initial bids.174- **Regulated industry** (finance, healthcare, alcohol): Add a compliance review step to the timeline and flag industry-specific ad policies (e.g., Meta financial services restrictions, HIPAA).175- **International / multi-market campaigns**: Add localization requirements, time-zone considerations, and per-market budget splits.176- **No existing audience data**: Recommend a discovery phase with broad targeting and rapid iteration before committing full budget.