Work · Marketing campaign planning

Campaign planning

Planned for the whole year.

Every campaign I run starts as a plan in Asana before a single post or email goes out. Here's how that planning works across six brands (Dicronite Southwest, Dicronite, BEMS, DDI Technology, Tally Body and TreePro): a calendar for the year, campaigns built step by step, and outreach reviewed every week.

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Yearly content calendars
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Brands planned
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Channels per calendar
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Years · 2021–present
BEMS Content Calendar 2024 in Asana, holiday posts planned by month Holiday graphic from the content calendar Holiday graphic from the content calendar
Image slot 01 · 1500 × 1000Suggested: a month of the 2025 or 2026 content calendar, or two or three of the holiday graphics
Content calendarWebsite · social · holidays
Planned postHolidayOpen
How each yearly calendar is laid out · illustration
Stage 01 · Dicronite Southwest & BEMS · 2024–2026

Plan the year

Yearly content calendars

The planEach brand gets its own calendar for the year, planned before the year starts. Dicronite Southwest has a calendar for 2024, 2025 and 2026, and BEMS has its own for the same years.

How it's builtEvery calendar is split by channel (website, Facebook, Twitter and LinkedIn graphics), with a section for graphics direction, the holidays worth posting for and the weeks the team is out of the office. That way nothing gets planned for a week when nobody is there to post it.

BrandsDicronite Southwest, BEMS
ChannelsWebsite, Facebook, Twitter, LinkedIn
  • Content Calendars
  • Channel Planning
  • Graphics Direction
  • Holiday Content
  • Asana
Dicronite Southwest email campaigns in Mailchimp, with open and click rates Customer experience survey email
Image slot 02 · 1500 × 1000Suggested: a Mailchimp screenshot of an email from the photography services campaign or the survey
Email campaignBEMS photography services
  1. 01Project overviewGoal, offer, audience
  2. 02Hit listWho receives it
  3. 03Email 1 · reviewWritten, then approved
  4. 04Email 2 · reviewWritten, then approved
  5. →Next email in the seriesSame review step every time
Steps from the Asana project · illustration
Stage 02 · BEMS & Dicronite Southwest

Build the series

Multi-email campaigns

The planAn email campaign is planned as a series, not a single send. It starts with a project overview and a hit list of who should receive it, then each email gets its own task.

How it's builtEvery email is written and reviewed before the next one is drafted. For the BEMS photography services campaign and my own numbered email series, that meant one task per email from first draft to send. For Dicronite Southwest's customer experience survey, I wrote different versions of the email, one friendly and direct and one focused on the customer, so the team could pick the tone.

CampaignsPhotography services, survey emails, email series
ChannelEmail · Mailchimp
  • Email Campaigns
  • Copywriting
  • Audience Lists
  • Review & Approval
  • Mailchimp
Dicronite Customer Re-Engagement Campaign in HubSpot: 806 enrolled, 351 opened, 59 clicked, 98 replied HubSpot pipeline view
Image slot 03 · 1500 × 1000Suggested: an outreach email or the HubSpot pipeline view, with contact names hidden
Cold outreachDicronite.com · aerospace
  1. 01What, when, where and whyThe brief
  2. 02Targeted listMonday meeting
  3. 03Email setupMonday meeting
  4. 04Pipeline reviewTuesday meeting
Steps from the Asana project · illustration
Stage 03 · Dicronite · 2026

Reach & re-engage

Outreach sequences & quote-request emails

The planOutreach for Dicronite.com starts with a simple brief: what we're offering, when it goes out, where it's aimed and why the reader should care. I used it for cold outreach to aerospace buyers and for a customer re-engagement sequence in HubSpot that reconnected with past Dicronite customers.

How it's builtThe targeted list and email setup were worked through in a Monday meeting, and the pipeline was reviewed every Tuesday, all tied into HubSpot. The re-engagement sequence reached 806 contacts: 351 opened it, 98 replied and 10 booked a meeting. Alongside it, I set up the request-for-quote emails for Dicronite.com, mapping each type of email and recording how-to videos so the team could handle them the same way every time.

AudienceAerospace buyers, past customers
ToolsHubSpot sequences, email, Asana
  • Cold Outreach
  • Re-engagement
  • Target Lists
  • Pipeline Reviews
  • RFQ Process
  • HubSpot
BEMS LinkedIn post promoting graphic design services LinkedIn graphic, BEMS graphic design services BEMS social media launch post
Image slot 04 · 1500 × 1000Suggested: two or three LinkedIn graphics from the graphic design services campaign
LinkedIn campaignMonth by month
AprilCopyGraphic
MayCopyGraphic
JuneCopyGraphic
NextCopyGraphic
Monthly rhythm from the Asana project · illustration
Stage 04 · BEMS · 2024–2025

Launch & amplify

LinkedIn & social campaigns

The planThe LinkedIn campaign for BEMS graphic design services was planned a month at a time, starting in April 2025. Each month has its own copy and its own graphics.

How it's builtCopy is written first, then the graphics are made to match, so every post goes out as a finished pair. The BEMS social media launch was planned the same way, with the copy for each post written out in order before anything went live.

BrandBEMS
ChannelsLinkedIn, social media
  • LinkedIn
  • Social Launch
  • Copywriting
  • Graphic Design
  • Monthly Planning
Dicronite Southwest Labor Day holiday closure post, August 2025 Dicronite Southwest trade show booth
Image slot 05 · 1500 × 1000Suggested: the holiday schedule email, or a photo of the trade show booth
OutboxDicronite Southwest
  • HolidayThanksgiving holiday scheduleCustomers
  • HolidayChristmas holiday scheduleCustomers
  • TransitionCustomer list transitionSept 2025
  • Trade showBooth options & video updateEvents
Announcements from the Asana projects · illustration
Stage 05 · Dicronite Southwest

Company moments

Announcements & events

The planNot every campaign sells something. Holiday schedules, a customer list moving to new hands and trade show appearances all need to reach the right people at the right time.

How it's builtEach one runs as a small project: the wording, then the email, then the send date. Holiday schedule emails go out every year. For trade shows, I compared booth options side by side and updated the booth and website video before the show.

AudienceCustomers & partners
ChannelsEmail, trade shows, website
  • Announcements
  • Holiday Emails
  • Customer Communication
  • Trade Shows
  • Event Planning
Tally Body content library: 15 weeks, 30 posts, each with a story and a square graphic Tally Body story graphic
Image slot 06 · 1500 × 1000Suggested: the content library page, or a story and square post side by side
Content library15 weeks · 2 posts a week
W01
W02
W03
W04
W05
W06
W07
W08
W09
W10
W11
W12
W13
W14
W15
Story 1080×1920Square 1080×1080
How the 15 weeks are laid out · illustration
Stage 06 · Tally Body · 2026

Build the library

Social content library

The planTally Body needed a steady run of on-brand posts that could go out without a design tool. I planned 15 weeks of social content, one message per week, and built each message twice from the same words: a story graphic and a square post.

How it's builtEvery week points to a page on the site (online coaching, nutrition, personal training, bodybuilding or the application), so each post sends people somewhere. All 30 graphics sit on one private page: find the week, press download, post it. At two posts a week that is about three and a half months of content, mixed in with the client training clips she already films.

BrandTally Body
ChannelsInstagram, Facebook
  • Social Content
  • Content Library
  • Story & Square
  • Instagram
  • Brand Consistency
From the work

What the plans turned into

Graphics, emails and posts that came out of these plans. Hover to pause.

Dicronite Southwest Pride Month post, June 2025
Strip image 01 · 1200 × 900Holiday post
Content calendar
DDI Technology Total-Loss Payoff LinkedIn graphic
Strip image 02 · 1200 × 900LinkedIn graphic
LinkedIn campaign
BEMS real estate photography services email, Email 1
Strip image 03 · 1200 × 900Campaign email
Email series
Tally Body social content plan: 15 weeks, 30 posts
Strip image 04 · 1200 × 900Social launch post
Tally Body launch
Dicronite Southwest trade show booth mock-up, 10 ft exhibit with monitor tower
Strip image 05 · 1200 × 900Trade show booth
Events
TreePro team page proof with art direction notes for the designer
Strip image 06 · 1200 × 900Graphics direction
TreePro · art direction
Dicronite customer experience survey email
Strip image 07 · 1200 × 900Survey email
Email series
Dicronite Southwest Christmas holiday hours email, December 2024
Strip image 08 · 1200 × 900Holiday schedule email
Announcements
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