Small Business Marketing Checklist

Checklist

1. 1. Welcome to the General Marketing Academy

   Welcome to Marketing Academy. We will guide you step by step from first social posts through email, automated welcome messages, boosting posts, ads, analytics, and your first multi-channel Campaign. By the end, you will have a solid handle on your marketing flow and be ready for your first multi-channel campaign.

   Guide section • Create a Shout, The 3-Pillar Content Mix • Start in app

2. 2. First Posts Are Scheduled

   Your first posts are scheduled. Pretty easy, right? Remember, you want to be posting regularly, and we make it as easy as possible. In fact, if you have a post you like, you can set it to automatically repeat. You can also plan a week of posts from the schedule in a few clicks.

   Guide section • Use the Schedule, Create Recurring Posts, Post to Everything at Once • Start in app

3. 3. Customize Your Email

   Next, make sure your emails look like they come from you and your business. You can also use our subscribe form so your audience can sign up on your site.

   Guide section • Set Up Email Sender, Subscribe Form Code, Make Sure Your Emails Actually Arrive • Start in app

4. 4. Welcome Message for Subscribers

   You did it! Setting up email DNS is the most technical step in the Get Shouting setup. If you use our subscribe code, set up an automated Welcome message for new subscribers so every signup gets a timely reply.

   Guide section • Email Journeys, Welcome Series • Start in app

5. 5. Review Post Performance

   Your posts have been published. Let us see how they are doing.

   Guide section • Use Analyze, The 4 Numbers Worth Tracking • Start in app

6. 6. Boost Your Best Post

   There is some clear data on which posts are resonating with your audience. Let us try boosting your best post. Think of this as a lightweight way to test social ads before spending real money. You can boost any post on Facebook, Instagram, and TikTok.

   Guide section • Boost a Post on Meta, First Low-Budget Campaign • Start in app

7. 7. Review Boosted Posts

   Let us see how your boosted posts performed.

   Guide section • Boost on Meta, Connect Meta Ads, Paid Ads in Get Shouting • Start in app

8. 8. Email Your Audience

   It is a good idea to reach out to your audience at least once a month. Ideally you send an email every week. Your email list is composed of people who have directly showed an interest in your brand and have opted in to hearing from you.

   Guide section • Use Email Campaigns, Weekly Broadcast • Start in app

9. 9. Analyze Latest Sends

   Let us see how your latest materials are performing.

   Guide section • Use Analyze, 30-Minute Monthly Review • Start in app

10. 10. Create a Multi-Channel Campaign

    You have a solid handle on your marketing flow and are learning what resonates. You are ready for your first multi-channel Campaign. Campaigns are goal-driven. Example brief: promote a seasonal service with three social posts, one email, and a small Meta ad aimed at bookings in your city. All your materials are created and scheduled at once. So once you review everything, you can hit publish and let the Campaign run.

    Guide section • Create a Campaign, One Campaign, Every Channel • Start in app

11. 11. Review Your Campaign

    It has been a couple of days. Let us see how your campaign is doing.

    Guide section • Use Analyze, One Campaign, Every Channel • Start in app

12. 12. Marketing Academy Graduate

    Congratulations. You have graduated from the Get Shouting Marketing Academy. You know what to do, how to do it, and you are learning what resonates and drives revenue. Keep up social posting and regular monthly campaigns. We keep it as automated as we can.

    Guide section • The Core Marketing Loop, Create a Campaign • Start in app