The Steps to Start Your Business

Progress Tracker

Each step is designed to help you build momentum and confidence, ensuring you move forward at your own pace without unnecessary pressure

Step: 0 / 9

1

step

Define your Growth

  • Complete & Develop your Marketing Strategy and identify your business goals.

Step1: Define your Growth

Define your Growth

Completed

2

step

CRM

  • Setup your CRM
  • Import contacts

Step2: CRM

CRM

Completed

3

step

Automation

  • Identify Repetitive Tasks
  • Setup Automation Triggers
  • Test

Step3: Automation

Automation

Completed

4

step

Project Management

  • Select your Project Management Tools
  • Setup Boards
  • Assign Tasks, Deadlines and workflows
  • Connect your Team

Step 4: Project Management

Project Management

Completed

5

step

Email Campaigns

  • Define email marketing goals (newsletters, promotions, drip campaigns)
  • Design and schedule email campaigns
  • Test

Email Campaigns

Email Campaigns

Completed

6

step

Digital Marketing Campaigns

  • Complete & Develop your Marketing Campaign profile

Digital Marketing Campaigns

Digital Marketing Campaigns

Completed

7

step

SEO & Social Media Management

  • Setup & Connect Bank Accounts
  • SEO Strategy, Keywords, phrases, setup blogs
  • Social Media Plan: Content & Scheduling

Step 7: SEO & Social Media Management

SEO & Social Media Management

Completed

8

step

KPIs Key Performance Indicators

  • Identify the KPIs you want to track
  • Connect & Setup your KPI Board

Step 8:KPIs Key Performance Indicators

KPIs Key Performance Indicators

Completed

9

step

Launch

  • Set a Budget
  • Launch your Email Campaigns
  • Launch your Digital Marketing Campaigns

Step 9: Launch

Launch

Completed

A marketing strategy outlines a company’s long-term approach to achieving its business goals by understanding customer needs and building a sustainable competitive advantage. It defines the overarching goals and direction for marketing efforts.

Marketing Strategy Questionnaire

1. Campaign Goals


2. Target Audience


3. Market Analysis


4. Brand Positioning


5. Value Proposition


6. Customer Journey


7. Core Marketing Channels


8. Budget & Resources


9. KPIs and Measurement


10. Long-Term Vision

Marketing Plan

A marketing plan is a tactical document that translates the marketing strategy into specific actions, timelines, budgets, and metrics. It focuses on short-to-medium-term execution to achieve the strategic objectives.

Marketing Plan Questionnaire

1. Campaign Goals


2. Target Audience


3. Key Messages


4. Marketing Mix (4Ps or 7Ps)


5. Tactical Plan


6. Content Plan


7. Channel Strategy Channels


8. Budget


9. Execution Plan

10. Performance Measurement

11. Optimization & Learnings