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Marketing & Sales Checklist

Essential tasks to establish your marketing presence and sales process

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Define your brand identity

Logo, colors, fonts, voice, and visual style

Craft your value proposition

Clear statement of what you offer and who you serve

Identify target audience

Demographics, pain points, and decision-making process

Build professional website

Portfolio, services, testimonials, and contact information

Optimize LinkedIn profile

Professional headline, summary, and featured work

Set up social media presence

Choose 2-3 platforms where your audience is active

Develop content strategy

Topics, formats, and publishing schedule

Create lead magnet

Free resource to capture email addresses

Start building email list

Email marketing platform and welcome sequence

Develop case studies

Document successful projects with results

Collect testimonials

Request feedback from satisfied clients

Design referral program

Incentivize existing clients to refer new business

Create networking plan

Events, groups, and communities to join

Identify speaking opportunities

Conferences, podcasts, and webinars

Explore strategic partnerships

Complementary service providers for cross-promotion

Implement SEO strategy

Keywords, meta descriptions, and content optimization

Set up analytics tracking

Google Analytics, LinkedIn insights, and conversion tracking

Document sales process

Lead qualification, discovery calls, proposals, and follow-up

Define pricing strategy

Hourly, project-based, retainer, or value-based pricing

Create proposal template

Standardized format for client proposals