fisagency

End-of-year marketing checklist

Print this page or use Save as PDF. Each block matches a play on End-of-year marketing. Fill it once, rerun every Monday through December.

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Q4 sentence and Monday log Play 1

Read Play 1 on the hub

  • By Dec 31, we will have: ________________________________
  • Kill list (names only):
  • Weekly slots blocked (days/times):
  • Last Monday: did last week move the sentence? Yes / No

Kill list project pause Play 2

Read Play 2 on the hub

  • Project paused until Q1:
  • One-line stop message sent:
  • Weekly slot reclaimed for:

Stuck pipeline count Play 3

Read Play 3 on the hub

  • Active deals:
  • Stuck (no touch in 14 days):
  • Dated next steps written for:
  • Closed as lost this week:

One content format Play 4

Read Play 4 on the hub

  • Format we ship Oct through Dec:
  • Cadence (day + frequency):
  • Proof theme we repeat:
  • Stop list (three formats we will not start):

Offer sentence Play 5

Read Play 5 on the hub

  • For [who], we [outcome] in [timeframe] without [fear]:
  • Pasted on deck, proposal, outbound, and live page: Yes / No

Meeting cut Play 6

Read Play 6 on the hub

  • Recurring meeting removed or halved:
  • Async update template (where + when):
  • Hours returned to selling or proof:

Monday number Play 7

Read Play 7 on the hub

  • Primary metric:
  • Guardrail 1 (quality):
  • Guardrail 2 (cost or time):
  • This week row: primary ___ | G1 ___ | G2 ___ | helped sentence? Yes / No