| name | campaign-plan |
| description | 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".
|
| argument-hint | [campaign goal or product/service name] |
| user-invocable | true |
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.