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Boost marketing and generate more leads with these 5 checklists in 2022

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Boost marketing and generate more leads with these 5 checklists in 2022

Software and SaaS Review Websites Checklist

Software as a service startups and companies rely heavily on sites with reviews (also known as portals, platforms, and simply 'sites').


Become a member of a software review site

There are many websites that review software online. Several companies specialize in mobile apps, while others provide broader client services. Start by signing up for one of them.


Do you know of any good websites that review software?

Search your search engine for 'help desk software' or 'chat software' to find reviews of help desk software. If you start with the first results (such as Capterra, GetApp, etc.) you will get the best results. If you want different results, change your search.


Getting started with software review sites: how should it be done?

Numerous review websites offer paid and free accounts, as well as PPC advertising and annual subscriptions. Before making a decision, consider your budget.


Here is a list of software review sites:
  • Trustpilot
  • Capterra (Capterra, Getapp, SoftwareAdvice) – Free/Paid
  • G2 – Free/Paid
  • SourceForge – Free/Paid



Discover more in our Software and SaaS Review Websites Checklist


Social media setup checklist

Choosing the right social media platform for your business is important

Is your business in need of help setting up its social media accounts? 


Do you think social media is a good marketing tool?

It's not necessary to use all social networks if certain ones are more appropriate for your business. Your content can be more effective if you choose the right social media platform.


What are the benefits of social media for your business?

Find out which social networks your target audience is most active on. Social networks allow users to share content.


Which social media platform is best for your business?
  • Using social media analytics to analyze social networks
  • Audience surveying
  • A competitor's network analysis can provide insight


Learn much more about this topic in our Social media setup checklist


Starting a podcast checklist

By starting a podcast, you can share your ideas and interests with the world. Podcasts can be started in several ways.


Identify your target audience

Decide who you hope to reach and who is your ideal listener.


If you want to reach out to potential customers, how can you do it?

Identify your target audience, present your podcast, and market it. Your initial objective should be to identify the ideal listener.


Which audience do you want to reach?

Google Analytics, surveys, and social media platforms can all be used to identify who your target audience is. Consider who you would like to reach with your podcast, as well as what they might enjoy listening to.


Can you identify your potential listeners?
  • With Google Analytics, you can analyze your blog or website's traffic
  • Analyze social media posts about your niche
  • You can collect data directly from your target audience by conducting a survey


Hosting services for podcasts

Hosts are essential to podcasts. A variety of hosting platforms are available to you.


How important is it to find a podcast hosting service?

Podcast hosting platforms allow you to store and distribute your podcasts. If you want your website to have the features and support you need, you need a reliable host.


Is there a place where my podcast can be hosted?

Research podcast hosting platforms before choosing one. When comparing hosts, it is important to consider price, features, ease of use, and customer support.


Do you know where to find podcast hosts?
  • Services for podcast hosting comparison
  • To find out more about a host, visit review sites
  • Podcasters' directory of well-known and popular podcasts


Interesting in learning more? Check our full Starting a podcast checklist


Lead magnet checklist


Are you looking for a lead magnet to promote your blog, content strategy, or conversion optimization? Use this checklist to ensure your lead magnet includes all of its elements.


Develop a value proposition

Why would a potential customer benefit from your lead magnet?


Do you think it's important to define your value proposition?

Your lead magnet will not work if it does not provide any value to your target audience. Directly addressing them should be part of your value proposition.


Value proposition: how does it work?
  • Make a list of your competitive advantages.
  • Do you know what your target audience's biggest pain points are?
  • Is it possible for you to assist them?


What should be the value proposition?


An irresistible lead magnet


When you have decided what the lead magnet will accomplish and who it will target, you can begin creating it. Providing valuable and actionable content will help you reach your target audience.


How do you make content irresistible?

Try something new without fear. Lead magnets should solve your leads' problems, regardless of how they look. It might even be possible to do something bigger with a large audience. The content can be broken up with images, audio files, infographics, and videos.


Irresistible content: how do you create it?
  • To create content, Adobe Photoshop, Canva, or Illustrator can all be used
  • Documents on Google


Ready to create your lead magnet? Visit our Lead magnet checklist and learn more. 


Graphic design checklist


When designing graphics, there are many factors to consider. Here's a handy checklist you might find useful.


Briefs for design

In a design brief, you will find all the information you need to complete a project. Don't forget to include:


  • Goals of design
  • Individuals who are targeted
  • Conform to specific requirements (e.g., file type, dimension)
  • Details, if applicable


How does a design brief work?

You will find everything you need in this document to start your project. These elements may lead to errors and delays if they are missing.


What is the best way to create a design brief?

You can write the brief, but your client should write it. This will prepare them better for the process.


How do you create a design brief? 

Vector-based drawing software is not required for this step. Microsoft Word or Google Docs can be used for word processing.


Drafting

As soon as your concept has been finalized, you can begin to draft your designs. By visualizing the final result, you will be able to better understand it.


Having a draft is important for a number of reasons.

Before finalizing the design, we encourage revisions and feedback.


Is there a process for creating drafts?

During this time, team members may discuss concerns or ask questions. By doing so, late changes can be prevented.


How can I create drafts using the best tool?

Illustrator and Photoshop are popular due to their complexity. No technical skills are needed to use Canva.


Go ahead and learn more from our Graphic design checklist


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