1
Define your business model and ideal customer
Complete the business and audience overview section first. Write a one-paragraph description of your core offer and a detailed profile of the online customer you are trying to reach, including where they search, what they compare, and what triggers a purchase.
💡 Use Google Search Console or Google Trends to validate that your assumed customer keywords actually have search volume before committing to a channel strategy.
2
Set specific, revenue-tied digital goals
Enter at least three KPIs with current baseline values and 90-day targets. Tie at least one KPI directly to revenue — for example, 'generate 50 qualified leads per month at a CAC below $120.'
💡 If you do not have baseline data yet, set a 30-day measurement sprint as your first milestone rather than guessing targets.
3
Select and justify two to four priority channels
Choose channels based on where your target audience is most active and where your budget can achieve a measurable result. Write one sentence of rationale for each chosen channel and one sentence explaining why you are deprioritizing the others.
💡 Fewer channels executed well outperform many channels executed poorly. Start with two and add a third only after the first two are consistently hitting KPIs.
4
Build the SEO and content plan around keyword clusters
Use a keyword research tool (Ahrefs, Semrush, or Google Keyword Planner) to identify three to five keyword clusters with clear commercial intent. Assign a monthly publish target and a content format (blog post, landing page, video) to each cluster.
💡 Prioritize keywords with a difficulty score below 40 and monthly search volume above 500 for the fastest path to first-page rankings.
5
Allocate your paid advertising budget by objective
Split your monthly paid budget across campaigns by funnel stage — awareness, consideration, and conversion. Set a target ROAS or CPA for each stage and document the bid strategy you will use.
💡 Reserve 10–15% of your paid budget for retargeting. Visitors who have already seen your site convert at 2–5× the rate of cold audiences.
6
Map the email nurture sequence
Outline a five-to-seven email welcome sequence triggered by sign-up. Assign a subject, primary message, and CTA to each email. Set the send timing — e.g., Day 0, Day 2, Day 5, Day 10.
💡 Email 3 in a welcome sequence typically has the highest purchase intent. Place your strongest offer or social proof there, not in Email 1.
7
Complete the 90-day roadmap with owners and dates
Break every strategy element into discrete tasks, assign a named owner to each, and enter a due date. Group tasks by month and flag any that have dependencies — for example, the paid campaign cannot launch until the landing page is live.
💡 Color-code tasks by channel in your roadmap so you can see at a glance whether any single channel is over-resourced relative to its priority.
8
Schedule a monthly review against KPIs
Add a recurring review checkpoint — ideally on the first Monday of each month — where you compare actual performance against the KPIs set in Step 2 and update the roadmap for the next 30 days.
💡 If a channel misses its KPI target two months in a row, document a specific hypothesis for why before adjusting budget — reactive channel-switching without a hypothesis wastes more budget than staying the course.