Create a Daily Marketing Checklist That Actually Leads to New Clients

September 9, 2018

When it comes to creating a marketing plan for your business, the thing to remember (in terms of ALL things) is that simple is always better. If you’re just starting out, there can feel like there are a million things you need to do.

For many people, it’s like starting a new fitness regime. You start out motivated and excited about your new plan and the accomplishments in your future if you just. Follow. The. plan.

But then, human nature kicks in and because habits weren’t created, our will power slowly begins to run out and we fall off of the proverbial wagon.

When we don’t have a six pack on day thirteen of depriving ourselves, we might start focusing more on the missing of the ice cream, the pizza and the beer, and suddenly the chicken breast and broccoli isn’t looking so hot.

A new content and marketing plan isn’t any different.

Sub chicken for Netflix binges and broccoli for mindless, purpose-less Facebook scrolling and you might start seeing the correlation. It’s easy to start out wanting to do #allthethings for your marketing, but when they don’t work immediately and you start feeling burned out or frustrated, it’s easy to lose momentum, give up and go back to waiting for referrals.

Of course, you can hit the ground running and do EVERYTHING imaginable for your shiny, new marketing strategy, or you could start slowly, while building up automation systems to do the work for you… at least, that’s what I would do.

So, before you start planning your marketing strategy, decide what’s realistic for you to do right now.

Choose a plan that’s not overwhelming, and just like any new routine, start slow to build up habits and avoid burnout.

In the list below, I’ve broken the possible tasks into platform, then daily, weekly and monthly (possible) goals.

I recommend finding a time in your daily routine that you can set aside for 30 to 45 minutes (or even less, if that’s what you need to stick with it), and picking a total of 5-7 tasks each day that you can stick with for a couple weeks to see how you LIKE to show up and what you can build into your habits.

Your 5-7 daily actions could ALL take place on the same platform, or you could spread them across multiple platforms and create a weekly schedule that looks like this:

Monday: Create blog and Insta story
Tuesday: Share blog on Facebook, comment on 5 posts in Facebook groups, Post story on Instagram, comment on posts on Instagram
Wednesday: Go Live on Facebook to share free optin, Pin Monday’s blog on Pinterest and spend 10 minute pinning others’ posts, publish Facebook Live video to IGTV and LinkedIn
Thursday: Share blog post on LinkedIn, comment on 3 other related posts
Friday: Review stats, return all DMs, post Insta story

There are a lot of different ways to choose your own marketing adventure and start captivating your audience, but the main point is get visible and stay consistent.

The more you connect with people and lead with value, the more your business will be shared and referred, letting others do the marketing FOR you, growing your business exponentially.

If you’re looking for ideas of things you can do daily, here are some suggestions to choose from.


  • Reply to any comments or messages
  • Ask a questions / start a discussion
  • Connect with someone that could be a potential referral source or brand influencer
  • Connect with someone that would be a good fit as a customer
  • Share ACTUAL Value in 3-5 Groups (Without Copying + Pasting a Long Form Posts – because Facebook’s algorithm makes that type of behavior super easy to spot)
  • Listen to what others are saying


  • Reply to any comments or DMs
  • Post 3-4 times each day
  • Post 5+ stories + vlogs
  • Comment on posts by someone that could be a potential referral source or brand influencer
  • Comment on posts by someone that would be a good fit as a customer
  • Listen to what others are saying
  • Review popular hashtags 


  • Pin new Posts
  • Re-pin 5 old posts
  • Spend 10 minutes repinning others’ posts
  • Follow 5 New Accounts 


  • Share Relevant Content
  • Comment on 5-10 posts in news feed
  • Post a video talking about a relevant business topic 

Marketing Automation/Funnels:

  • Review engagement and lead status
  • Check on optin rates
  • Check on sales conversions
  • Review Email Automations and Open Rates
  • Check on Facebook Ads and Return on Ad Spend 


  • Create YouTube Video – Repurpose into FB short clips, quote cards and embed on blog (Make your content work smarter, not harder!)
  • Blog x 1
  • Email List X 2
  • Livestream Show X 1
  • Pitch yourself as a guest on podcasts, blogs or live masterclasses in FB Groups
  • Book a coffee chat 


Plan Content (Focus on 4-ish topic silos to keep this simple)

  • Set Goals
  • Review Follower stats
  • Check your social stats and website traffic
  • Align content with future launch topics
  • Create a dream collaborator list (influencers and potential partners)

Social media becomes about more than just social strategy an amassing a large following when you use the four C’s of my Captivation Method, including:

  • Curiosity
  • Conversation
  • Commitment
  • Continuity

When you keep the Captivation Method in mind, your marketing plan begins to take on a whole new purpose. When you do it correctly, you’re speeding up your sales cycle and creating opportunities for people to become buyers and delighted fans.

The visibility builds awareness and the consistency builds trust.

And people need to know, like and trust you before they will buy from you.

Remember that likes and followers can’t be deposited in the bank, so your marketing checklist is more than just a social media strategy. You can’t live off of rainbows and sunshine, and your business won’t survive without making money.

With any strategy, focus on creating well-structured sales pathways and designing a customer journeys that lead to a buying decision.

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