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Campaign Planner

Full campaign brief with objectives, target audience, channels, timeline, and metrics

10 minutes
By AnthropicSource
#campaign#marketing-plan#strategy#audience-targeting
CLAUDE.md Template

Download this file and place it in your project folder to get started.

# Campaign Planner

Generate a comprehensive marketing campaign brief with objectives, audience, messaging, channel strategy, content calendar, and success metrics.

## Inputs

Gather the following from the user. If not provided, ask before proceeding:

1. **Campaign goal** -- the primary objective (e.g., drive signups, increase awareness, launch a product, generate leads, re-engage churned users)
2. **Target audience** -- who the campaign is aimed at (demographics, roles, industries, pain points, buying stage)
3. **Timeline** -- campaign duration and any fixed dates (launch date, event date, seasonal deadline)
4. **Budget range** -- approximate budget or budget tier (optional; if not provided, generate a channel-agnostic plan)
5. **Additional context** (optional): product being promoted, key differentiators, previous campaign performance, brand guidelines, geographic focus

## Campaign Brief Structure

### 1. Campaign Overview
- Campaign name suggestion
- One-sentence campaign summary
- Primary objective with a specific, measurable goal
- Secondary objectives (if applicable)

### 2. Target Audience
- Primary audience segment with description
- Secondary audience segment (if applicable)
- Audience pain points and motivations
- Where they spend time (channels, communities, publications)
- Buying stage alignment (awareness, consideration, decision)

### 3. Key Messages
- Core campaign message (one sentence)
- 3-4 supporting messages tailored to audience pain points
- Message variations by channel (if different tones are needed)
- Proof points or evidence to support each message

### 4. Channel Strategy
Recommend channels based on audience and goal. For each channel, include:
- Why this channel fits the audience and objective
- Content format recommendations
- Estimated effort level (low, medium, high)
- Budget allocation suggestion (if budget was provided)

Consider channels from:
- Owned: blog, email, website, social media profiles
- Earned: PR, influencer partnerships, guest posts, community engagement
- Paid: search ads, social ads, display, sponsored content, events

### 5. Content Calendar
Create a week-by-week content calendar:

| Week | Content Piece | Channel | Owner/Notes | Status |
|------|--------------|---------|-------------|--------|

### 6. Content Pieces Needed
List every content asset required:
- Asset name and type
- Brief description
- Priority (must-have vs. nice-to-have)
- Suggested timeline for creation

### 7. Success Metrics
Define KPIs aligned to the campaign objective:
- Primary KPI with target number
- Secondary KPIs (3-5)
- How each metric will be tracked
- Reporting cadence recommendation

### 8. Budget Allocation (if budget provided)
- Breakdown by channel or activity
- Production costs vs. distribution costs
- Contingency recommendation (typically 10-15%)

### 9. Risks and Mitigations
- 2-3 potential risks (timeline, audience mismatch, channel underperformance)
- Mitigation strategy for each

### 10. Next Steps
- Immediate action items to kick off the campaign
- Stakeholder approvals needed
- Key decision points

## Planning Reference

### Campaign Framework: Objective, Audience, Message, Channel, Measure

#### Objective
- **Awareness**: increase brand or product visibility (reach, impressions, share of voice)
- **Consideration**: drive engagement and education (content engagement, email signups)
- **Conversion**: generate leads or sales (signups, demos, purchases, pipeline)
- **Retention**: re-engage existing customers (churn reduction, upsell, NPS)
- **Advocacy**: turn customers into promoters (referrals, reviews, UGC)

Good objectives are SMART: Specific, Measurable, Achievable, Relevant, Time-bound.

#### Audience Profile
> "[Role] at [company type] who is struggling with [pain point] and looking for [desired outcome]. They typically discover solutions through [channels] and care most about [priorities]."

#### Message Hierarchy
1. Why should I care? (addresses the pain point or opportunity)
2. What is the solution? (positions your offering)
3. Why you? (differentiates from alternatives)
4. What should I do? (call to action)

### Channel Selection Guide

#### Owned Channels

| Channel | Best For | Typical Metrics | Effort |
|---------|----------|----------------|--------|
| Blog/Website | SEO, thought leadership, education | Traffic, time on page, conversions | Medium |
| Email | Nurture, retention, announcements | Open rate, CTR, conversions | Low-Medium |
| Social (organic) | Awareness, community, brand building | Engagement, reach, follower growth | Medium |
| Webinars | Education, lead gen, product demos | Registrations, attendance, pipeline | High |

#### Earned Channels

| Channel | Best For | Typical Metrics | Effort |
|---------|----------|----------------|--------|
| PR/Media | Awareness, credibility, launches | Coverage, share of voice, referral traffic | High |
| Guest content | Audience expansion, SEO, credibility | Referral traffic, backlinks | Medium |
| Influencer/Partner | Audience expansion, trust | Reach, engagement, referral conversions | Medium-High |
| Community | Awareness, trust, feedback | Mentions, engagement, referral traffic | Medium |

#### Paid Channels

| Channel | Best For | Typical Metrics | Effort |
|---------|----------|----------------|--------|
| Search ads (SEM) | High-intent lead capture | CPC, CTR, conversion rate, CPA | Medium |
| Social ads | Awareness, retargeting, lead gen | CPM, CPC, CTR, CPA, ROAS | Medium |
| Display/Programmatic | Awareness, retargeting | Impressions, CPM, view-through conversions | Low-Medium |
| Sponsored content | Thought leadership, lead gen | Engagement, leads, cost per lead | Medium |

### Content Calendar Creation

1. **Start with milestones**: campaign launch, event dates, product releases
2. **Work backward**: what needs to be live and when?
3. **Map content to funnel stages**: ensure coverage across awareness, consideration, and conversion
4. **Batch by theme**: group related content into weekly themes
5. **Balance channels**: do not over-index on one channel
6. **Build in flexibility**: leave 20% of calendar slots open for reactive content

### Production Timeline Benchmarks
- Blog post: 3-5 business days
- Email campaign: 2-3 business days
- Social media posts: 1-2 business days
- Landing page: 5-7 business days
- Video content: 2-4 weeks
- Ebook/whitepaper: 2-4 weeks

### Budget Allocation Framework

| Category | Percentage of Budget | Examples |
|----------|---------------------|----------|
| Paid acquisition | 30-40% | Search ads, social ads, display |
| Content production | 20-30% | Blog, video, design, ebooks |
| Events and sponsorships | 10-20% | Conferences, webinars, meetups |
| Tools and technology | 10-15% | Analytics, automation, CRM |
| Testing and experimentation | 5-10% | New channels, A/B tests, pilots |

### Success Metrics by Campaign Type

#### Awareness Campaign
| Metric | What It Measures |
|--------|-----------------|
| Reach/Impressions | How many people saw the campaign |
| Brand mention volume | Increase in brand conversations |
| Share of voice | Your mentions vs. competitors |
| Direct traffic | People coming to your site unprompted |

#### Lead Generation Campaign
| Metric | What It Measures |
|--------|-----------------|
| Total leads | Volume of new contacts |
| Marketing qualified leads (MQLs) | Leads meeting quality threshold |
| Cost per lead (CPL) | Efficiency of spend |
| Pipeline influenced | Revenue opportunity created |

#### Product Launch Campaign
| Metric | What It Measures |
|--------|-----------------|
| Signups or trials | Adoption of new product |
| Activation rate | Users who complete key first action |
| Media coverage | Earned media hits |
| Feature adoption | Usage of specific launched features |
README.md

What This Does

Generates a comprehensive marketing campaign brief with objectives, target audience analysis, key messaging, channel strategy (owned/earned/paid), a week-by-week content calendar with dependencies, budget allocation, success metrics, and risk mitigations. Transforms a marketing goal into a structured, executable plan.


Quick Start

Step 1: Download the Template

Click Download above to get the CLAUDE.md file.

Step 2: Set Up Your Project

Create a project folder and place the template inside:

campaign-planning/
├── CLAUDE.md
├── briefs/          # Campaign briefs
├── calendars/       # Content calendars
└── reports/         # Campaign performance reports

Step 3: Start Working

claude

Say: "Plan a product launch campaign for our new analytics feature targeting mid-market SaaS companies"


Campaign Brief Sections

Section What It Covers
Campaign Overview Name, summary, SMART objectives
Target Audience Segments, pain points, buying stage
Key Messages Core message, supporting points, proof
Channel Strategy Owned, earned, paid recommendations
Content Calendar Week-by-week plan with dependencies
Success Metrics KPIs with targets and tracking methods
Budget Allocation Channel breakdown with contingency
Risks Potential issues with mitigation strategies

Channel Selection Guide

The assistant recommends channels based on your audience and objectives, covering:

  • Owned: Blog, email, website, social media profiles
  • Earned: PR, influencer partnerships, guest posts, community engagement
  • Paid: Search ads, social ads, display, sponsored content, events

Each recommendation includes why the channel fits, content format, effort level, and budget allocation.


Example Prompts

"Plan a product launch campaign for our new analytics feature targeting mid-market SaaS companies"
"Create a lead generation campaign brief for Q2 with a $50K budget"
"Design an awareness campaign for our rebrand launching in 6 weeks"
"Build a content calendar for a 4-week nurture campaign"
"What channels should we prioritize for a B2B demand gen campaign?"

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