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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.

Why?

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.

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?

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.

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.

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.

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.

"My company has worked with Tracy on numerous occasions providing public relations services to clients of ours. I have always found her to be professional, an excellent writer and overall, just very good at what she does."

Robyn Bonaquist,
President, B-Squared Advertising

"Speaking from professional experience, anyone would be well served enlisting WordPlay in their communication strategy."

Ted Davis,
Senior Vice President of Sales & Marketing, Benchmark Hospitality

"I highly recommend Tracy Southers-Parker. She is a brilliant writer and has been a great help in improving our sales and customer calls. She is extremely responsive and I have been consistently getting great customer service from her and her team."

Anita Cutrer,
Partner, Hoppes and Cutrer LLC

"I would HIGHLY RECOMMEND Tracy Southers from WordPlay to help with your marketing. Tracy simply "gets it done!"

John Schock,
co-founder and event organizer, Showcase in the Square

"One of my favorite public relations people - we appreciate you so much Tracy Southers! If your company is in need of public relations, use Tracy! She's the best!"

Carita Weaver,
Co-Founder, i5 web works

"Tracy has always provided sound advice and guidance to us and our clients. Her work with us and our client is professional and on time. Her follow-up and focus ensured the work will be well written and give exactly the impression we want for our business."

Michael Burns,
Co-Founder, i5 web works

"I have worked with many public relations professionals throughout the US and Europe. Tracy is by far the best! She will help take your company to new levels."

Wes McDaniel,
CEO, Ideal Impact, Inc.

"Tracy helped Box Insurance launch a brand new service offering and walked alongside us to get the message out clearly and succinctly! To describe her as thorough does not do Tracy justice and her attention to detail is second to none!"

Casey Hege,
Vice President, Box Insurance Agency

"I've worked with Tracy for several years and have always found her copywriting to be top notch. She's professional in every aspect, easy to work with, and consistently meets deadlines with a polished product that is ready to print."

Mike Tesoriero,
Publisher and Editor, Southlake Style and N.E.T. Business Resource magazines

"Tracy is very good at her job and has helped the bank tremendously on a regular basis!"

Mark Jones,
President, First Financial Bank Southlake Region

"My company has worked with Tracy on numerous occasions providing public relations services to clients of ours. I have always found her to be professional, an excellent writer and overall, just very good at what she does."

Robyn Bonaquist,
President, B-Squared Advertising

"Speaking from professional experience, anyone would be well served enlisting WordPlay in their communication strategy."

Ted Davis,
Senior Vice President of Sales & Marketing, Benchmark Hospitality

"I highly recommend Tracy Southers-Parker. She is a brilliant writer and has been a great help in improving our sales and customer calls. She is extremely responsive and I have been consistently getting great customer service from her and her team."

Anita Cutrer,
Partner, Hoppes and Cutrer LLC

"I would HIGHLY RECOMMEND Tracy Southers from WordPlay to help with your marketing. Tracy simply "gets it done!"

John Schock,
co-founder and event organizer, Showcase in the Square

"One of my favorite public relations people - we appreciate you so much Tracy Southers! If your company is in need of public relations, use Tracy! She's the best!"

Carita Weaver,
Co-Founder, i5 web works

"Tracy has always provided sound advice and guidance to us and our clients. Her work with us and our client is professional and on time. Her follow-up and focus ensured the work will be well written and give exactly the impression we want for our business."

Michael Burns,
Co-Founder, i5 web works

"I have worked with many public relations professionals throughout the US and Europe. Tracy is by far the best! She will help take your company to new levels."

Wes McDaniel,
CEO, Ideal Impact, Inc.

"Tracy helped Box Insurance launch a brand new service offering and walked alongside us to get the message out clearly and succinctly! To describe her as thorough does not do Tracy justice and her attention to detail is second to none!"

Casey Hege,
Vice President, Box Insurance Agency

"I've worked with Tracy for several years and have always found her copywriting to be top notch. She's professional in every aspect, easy to work with, and consistently meets deadlines with a polished product that is ready to print."

Mike Tesoriero,
Publisher and Editor, Southlake Style and N.E.T. Business Resource magazines

"Tracy is very good at her job and has helped the bank tremendously on a regular basis!"

Mark Jones,
President, First Financial Bank Southlake Region