All systems go: The demand gen campaign pre-launch checklist

Read time: 12 minutes

In this article:

• Strategy alignment
  • Are your goals clear?
  • Do you (really) know your audience?
  • Have you mapped the buyer journey?
• Targeting and data setup
  • Are your lists accurate and up-to-date?
  • Are segments meaningful and actionable? 
  • Have you checked for suppression conflicts? 
•  Messaging and content 
  • Is your value proposition tailored to this audience and moment? 
  •  Do your assets match the audience and intent? 
  •  Have you built in follow-ups and nurture flows? 
•  Tech, timelines, and team alignment 
  •  Are all tracking elements in place?
  •  Are assets and URLs finalised and tested? 
  •  Are all internal teams in the loop?
• Pre-launch sanity check  
  •  Have you walked through the buyer experience?
  •  Do you have a contingency plan?  
  •  Is your team clear on what happens next? 

Launching a demand generation campaign isn’t just about pushing a button and watching the leads roll in. It’s a balancing act of timing, data, messaging, and internal alignment, all while managing competing priorities and tight deadlines. For demand gen marketers spinning a dozen plates at once, this checklist is your pre-launch sanity guide.

Whether you’re working with a vendor, running things in-house, or somewhere in between, here’s how to make sure you’ve covered the essentials before the first impression lands.

Get this checklist as a PDF download.

Strategy alignment

✔ Are your goals clear?

Every successful campaign starts with clarity. What do you want to achieve? Lead volume is just one piece of the puzzle. Are you driving pipeline? Targeting specific buying stages? Expanding reach with awareness content? The more specific your objectives, the easier it is to align the tactics, formats, and follow-ups.

Tie campaign goals to business outcomes. For example:

• Generate 300 MQLs from the EMEA region over six weeks
• Increase demo requests from mid-market accounts by 20%
• Influence pipeline among 100 named accounts in the consideration stage

✔ Do you (really) know your audience?

Your ideal customer profile (ICP) shouldn’t live in a pitch deck. It should be active and visible in your campaign planning.

Think top-level first: what types of companies and roles are you targeting, and why? What strategic initiatives are they likely pursuing right now? Then layer in specificity, such as:

• Company size and industry
• Key job titles and functional areas
• Common pain points and motivations
• Likely buying triggers (growth goals, current vendor dissatisfaction, new regulations, etc.)

This top-down approach ensures you're not just chasing personas, but truly aligning with the strategic context your buyers are operating in. When you understand what’s driving their decisions at the organisational level, you can craft campaigns that feel more relevant and are far more likely to cut through the noise.

✔ Have you mapped the buyer journey?

Buyers aren’t moving neatly from awareness to decision anymore. They’re jumping between channels, gathering information on their terms, and looping others into the process. Make sure your campaign is flexible enough to support multiple entry points.

Map out:

• What researchers want, such as ungated content and comparisons
• What decision-makers need, such as ROI stories and pricing clarity
• What blockers might prevent progress, such as a lack of internal buy-in or perceived risk

Create touchpoints for different levels of readiness, not just roles. Every buyer doesn’t need the same CTA.

Targeting and data setup

✔ Are your lists accurate and up-to-date?

A strong campaign starts with strong data. That means cleansing your lists, avoiding duplicates, and ensuring compliance with privacy regulations. If you're using an external vendor or platform, double-check their validation process and suppression list application.

✔ Are segments meaningful and actionable?

Don't just target "IT managers in the US." That kind of broad targeting may cast a wide net, but it rarely brings in the right fish. To drive real engagement and conversion, segmentation needs to be intentional, precise, and practical.

Start by identifying meaningful differentiators:

• Break your audience down by seniority level (e.g. IT Directors vs. SysAdmins), tech stack familiarity, or clear signals of buying intent.
• Use behavioural data and firmographics to prioritise accounts with recent engagement, job changes, funding rounds, or content interaction.
• Extend reach strategically with lookalike modelling, but make sure you're not compromising relevance for scale.

By layering firmographic insights with behavioural triggers, you can create campaigns that resonate with the right people at the right time. The result? Messaging that feels personal, content that’s actually useful, and conversion rates that reflect the effort you’ve put in.

✔ Have you checked for suppression conflicts?

Accidentally targeting your own customers, restricted accounts, or irrelevant contacts can damage your brand reputation, confuse your audience, and waste valuable budget. It can also lead to awkward conversations if the wrong teams receive follow-ups.

To avoid this, make suppression checks a non-negotiable part of your campaign QA. Review and cross-reference:

• Suppression lists provided by Sales or Customer Success teams
• Recently closed-lost opportunities and any accounts in sensitive renewal or escalation stages
• Competitor domains, subsidiaries, or geographic regions that fall outside your intended scope
• Existing customers already in upsell, cross-sell, or active communication streams

Proactively align with CRM owners or your RevOps team to ensure your targeting criteria and suppression rules are reflected accurately in your campaign setup. 

Messaging and content

✔ Is your value proposition tailored to this audience and moment?

Generic messaging feels like spam. Your audience is bombarded with marketing messages daily, so if your narrative doesn’t speak directly to their current situation, it’s unlikely to land. Instead, focus on making your messaging feel timely, relevant, and uniquely valuable.

Tailor your narrative by considering:

• What your audience is trying to solve right now: Focus on their immediate pain points. Are they scaling fast and struggling with efficiency? Are they dealing with increased scrutiny around ROI? Tap into what’s on their radar now, not just what aligns with your product roadmap.
• Why your solution is worth their time: Attention is a limited currency. Explain clearly how you solve their problem better, faster, or more efficiently than alternatives. Use data, proof points, or peer examples where possible.
• What differentiates your offer: Avoid vague claims like "best-in-class." Instead, focus on tangible differentiators, whether that’s your data accuracy, onboarding support, pricing transparency, or success metrics from similar clients.

Bring this to life with tailored examples. If your audience is in a growth phase, speak to scalability, speed, and future readiness. If they’re evaluating options due to dissatisfaction with a current provider, highlight reliability, flexibility, and ease of transition.

Ultimately, effective messaging answers the buyer’s unspoken question: “Why should I care right now?” If you can answer that clearly, you're already ahead of the pack.

✔ Do your assets match the audience and intent?

The right content can move a buyer forward. The wrong content can create confusion, stall momentum, or lead to complete disengagement. The key is to offer content that matches both the buyer’s intent and their level of understanding at that point in the journey.

Recommended reading: How to map content to the new buyer journey

Think of content as a conversation: you wouldn’t walk into a first meeting and immediately ask someone to sign a contract. Likewise, your campaign assets need to reflect where the buyer is, not where you want them to be.

Here’s how to think about content by stage:

• Early-stage prospects are just starting to explore their options. They’re identifying problems, not picking vendors. Serve them value-led content such as ebooks, infographics, ungated diagnostic tools, or industry trend reports. Your goal here is to build trust and show relevance.
• Mid-stage buyers are comparing solutions and weighing up their options. This is where deeper assets come into play: case studies, product walkthroughs, recorded webinars, and third-party validation. These assets should reinforce your credibility and help buyers visualise how your solution solves their specific challenge.
• Late-stage buyers are nearing a decision. They need reassurance, clarity, and answers to practical questions. Serve content like ROI calculators, interactive demos, competitor comparisons, pricing breakdowns, or implementation guides. Your job here is to remove friction and build confidence.

Additionally, make sure you create multiple content variants for the same theme if you're targeting different personas. A technical stakeholder and a marketing lead may both care about outcomes, but they evaluate risk, value, and execution very differently. Tailor the narrative, language, and level of detail accordingly.

Finally, don't overlook format preferences. Some audiences prefer interactive tools, while others engage better with narrative storytelling. Offering a mix can help you meet buyers on their terms.

✔ Have you built in follow-ups and nurture flows?

If you don’t have a clear plan for lead handling, even the best-performing campaign can under-deliver.

Before you launch, make sure you’ve mapped out:

• Retargeting sequences that bring non-converters back into the funnel with timely reminders, additional content, or nudges tied to their prior behaviour.
• Lead scoring and hand-off rules that define what qualifies a lead as MQL, when they should be passed to Sales, and how they should be handled across lifecycle stages.
• Follow-up timelines so every lead gets timely, relevant contact based on their level of engagement and persona.
• Mid-funnel content journeys to keep buyers warm, answer objections, and build trust. Think nurturing emails, invite-only webinars, or tailored case studies that guide leads toward conversion.

Also, be clear about your lead delivery process. Are contacts being dumped in a spreadsheet, routed through a CRM, or entered into a marketing automation platform? Who checks for quality? When are leads distributed? And how are Sales notified?

A well-defined lead management workflow ensures that qualified leads don’t fall into a black hole. It also prevents delays, miscommunication, or accidental duplication across teams.

Tech, timelines, and team alignment

✔ Are all tracking elements in place?

Tracking is the foundation of campaign optimisation. Without it, you're flying blind, unable to pinpoint what’s working and where things are falling short.

Ensure the following are not just implemented but validated:

• UTM parameters: These should be consistent and clearly named to distinguish channels, content types, and campaign objectives. Avoid vague labels like “utm_campaign=test.”
• Conversion tracking: Whether it’s form submissions, asset downloads, or demo bookings, make sure goals are set up correctly in your analytics platform and align with your KPIs.
• CRM lead source fields: Ensure every lead that enters your system is tagged accurately by source, channel, and campaign. This is critical for both attribution and future segmentation.
• Platform integrations: Confirm that data flows correctly between marketing automation tools, CRM, advertising platforms, and analytics dashboards. A broken sync today could mean missed insights tomorrow.

Before launch, test everything end-to-end. Run a few test leads through your system and confirm all fields populate as expected across every tool.

✔ Are assets and URLs finalised and tested?

Small oversights here can have a big impact. From broken links to misaligned messaging, last-minute mistakes are more common than we’d like to admit.

Triple check:

• Landing pages on both mobile and desktop. Check formatting, load time, and accessibility.
• CTAs and buttons to ensure they’re prominent, persuasive, and functional.
• Thank-you pages and confirmation emails to make sure the follow-up is clear, on-brand, and error-free. This is also a great place to reinforce next steps or suggest additional resources.
• File names and version control: Ensure you’re linking to the correct version of each asset. Use consistent naming conventions and archive outdated files.

Don’t just test once. Use different browsers, devices, and user types (logged in vs incognito) to uncover uncommon issues that only show up in less typical user conditions before your prospects do.

✔ Are all internal teams in the loop?

Successful campaigns are rarely solo efforts. Sales, RevOps, and even Customer Success teams should be aligned with your campaign goals and messaging — especially if they’re responsible for lead follow-up.

Here’s what to clarify:

• What messaging is live: Share a copy of emails, ads, landing pages, and key talking points. That way, no one is caught off guard by what a lead has seen.
• What to expect: Give stakeholders visibility into timelines, lead volumes, and the qualification criteria. Manage expectations around when they’ll see impact.
• Lead handling protocols: Outline how leads will be delivered, what action is expected, and how quickly follow-ups should happen.

Create a one-pager or internal briefing doc that summarises all the above. It helps reduce confusion, keep communication clear, and empower every team to deliver a consistent buyer experience.

Pre-launch sanity check

✔ Have you walked through the buyer experience?

Too often, marketers get so focused on internal setup that they forget to experience the campaign like a buyer would.

Before you go live:

• Act like a lead. Follow every journey from start to finish, from ad click to thank-you page.
• Fill out the form. Does anything feel off or require unnecessary effort?
• Read the confirmation email. Is it helpful, on-brand, and actionable?

Ask yourself:

• Does the journey make sense?
• Are the CTAs clear and compelling?
• Would I feel confident engaging with this brand?

Look for anything that might confuse, annoy, or delay a potential lead, and fix it before launch.

✔ Do you have a contingency plan?

No campaign goes 100% according to plan. You need to be ready to adapt if the results aren’t where they need to be.

Build your Plan B in advance:

• Can you expand targeting without compromising lead quality?
• Is there an alternative content asset you can test?
• Do you have budget set aside to amplify reach with paid support?

Also consider what success and failure look like by week 1, week 2, and beyond. Define early indicators (e.g., CTRs, CPL, conversion rates) and agree on performance thresholds that would trigger a pivot.

✔ Is your team clear on what happens next?

Clarity is what turns a strong campaign into a repeatable success.

Make sure everyone involved understands:

• What the lead flow looks like: Where do leads go, and how are they prioritised or segmented?
• Who’s responsible for what: From campaign monitoring to lead handoff, avoid duplication or missed follow-ups.
• When and how reporting will be shared: Set expectations for weekly updates, performance reviews, and any ad hoc check-ins.
• How feedback and changes are handled: Create a clear process for flagging issues, requesting changes, or escalating challenges.

The smoother the internal handoffs, the smoother the external experience. And in B2B marketing, experience matters just as much as message.

Getting campaigns off the ground

Launching a demand generation campaign is never stress-free, but it doesn’t have to be chaotic. When you take the time to align strategy, prep data, tailor your messaging, and coordinate delivery, you’re setting yourself (and your team) up for measurable success.

Use this checklist as your final walkthrough. Better yet, make it part of your standard campaign playbook. Because when every part of your activation plan aligns with the way modern buyers actually behave, you're not just launching a campaign, you're creating momentum.

Get this checklist as a PDF download.