MARKETING KPI CHECKLIST

Name : [Your Name]

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Department: 

Date: 

Budget Allocations

• Allocate budgets to different marketing initiatives based on KPI performance.

Engagement

• Monitor engagement metrics (e.g., likes, shares, comments, click-through rates).

• Define engagement benchmarks.

Lead Generation

• Track lead generation metrics (e.g., form submissions, downloads, sign-ups).

• Set lead generation goals.

Conversion

• Monitor conversion metrics (e.g., sales, bookings, downloads).

• Set conversion rate targets.

Customer Retention

• Track customer retention metrics (e.g., churn rate, repeat purchases).

• Define customer retention goals.

Data Sources

• Identify the data sources (e.g., Google Analytics, CRM, social media analytics).

• Ensure data accuracy and reliability.

Reporting Frequency

• Determine how often you will review and report on KPIs (e.g., weekly, monthly).

Responsible Team Members

• Assign team members responsible for tracking and reporting KPIs.

Data Analysis and Action Plans

• Create action plans for improving KPIs that are not meeting targets.

• Establish a process for analyzing the data and making data-driven decisions.