Q4 Marketing Checklist to Prepare for 2023

Ready or not, we’re nearing the end of 2022.

Which means it’s time to take stock of where you’re at and where you want to be going into 2023.

This is an exercise I conduct with all my retainer clients to track progress and most significantly, results.

This step must be done before planning can be done for 2023.


Because it ensures you’re making informed decisions based on data and feedback instead of guesses and hunches.

Brilliant, right?

Q4 Marketing Checklist

1.  Review Business Goals
January seems like a lifetime ago, which is likely when you set your goals for the year. Are you on schedule to achieve them…or have you gotten sidetracked along the way? Without a defined goal, there’s no way to tell if your marketing was successful.

    • Increase revenue 20%
    • Scale from 6 to 7 figures
    • Expand products or services

2. Know Your Numbers

You may think you know where you’re at, but numbers tell the real story. Did you allocate enough money to accomplish your goals? Did you blow your marketing budget mid-year? Are there unused funds that can be used to complete a project this year?

    • Revenue
    • Expenses
    • Profit

3. Connect with Customers

Getting feedback from your customers is a no-brainer. It’s an opportunity to learn how they found you and why they chose you, which can have a big impact on your marketing. From a sales perspective, you should also ask what other product or service you can offer.

    • Why did they choose you?
    • Did you solve their problem?
    • Will they recommend you?

4. Evaluate Tactics

I’m a big proponent of using multiple tactics and not putting all your eggs in one basket. The trick is identifying the best tactics to implement based on your goals, target customer and budget.

    • Where are your customers?
    • What are the best ways to reach them?
    • How many tactics will your budget allow?

5. Measure Results

Assuming you take action, the next step is determining which tactics yield the best results. It’s important to tie a measurement tool to every tactic implemented, as much as possible.

    • Google analytics
    • Email sign-ups
    • Event attendees

Armed with this information, you are now prepared to create a 2023 Marketing Plan that is realistic, focused and able to deliver better results.

Brilliant, right?

P.S. If you need help, book a marketing strategy session with me.