Marketing Automation: The "back-to-work" marketing checklist

Marketing Automation

The "back-to-work" marketing checklist

By Lucille Moreton January 7, 2019 • 4 minutes to read

A lot can happen while we're on a break, and getting back into the swing of things can feel overwhelming. Follow these steps and you'll be back on your marketing feet in no time!

1. Turn off your "out-of-office" notification

This one is fairly self-explanatory. Leave it on for another day if you need time to get everything in order, but remember to turn it off when you're ready!

2. Prioritise your email inbox

Your inbox is probably going to be flooded with messages that came in while you were on leave. Don't panic. Start with internal emails - office news, admin messages, birthday notifications. These don't generally require a lot of action items, but if they do, they're quick to get out of the way.

Check for any email correspondence from your clients. Answer their questions, take note of requests, and compile a to-do list.


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3. Check your company social media channels

Even if you managed to check in on social platforms while you were out of the office, go through your company social media pages to make sure you've responded to comments or messages you may have received over the holiday period.

4. Check in on all your paid campaigns

Make sure that any paid campaigns (eg. Social Media or Google Ads) are still running and have budget behind them. Also ensure that any holiday-specific campaigns stop running. If you had a campaign centred around New Years Day, for example, you'd be wasting money promoting it 2 weeks into the New Year.

5. Do some housekeeping

Knowing the state of your workload will do a lot to help you ease back into being productive. Ask yourself the following questions:

  • Did you finish everything you needed to before you went on leave? If not, prioritise doing the tasks you didn't manage to finish.
  • Did you ask anyone to do work while you were away? If you did, follow up with them. Find out how they went and when you can expect to get that work.
  • Did you jot down some ideas while you were on your break? Write them down in a document you can easily refer back to.

6. Catch up with your team

The best way to kickstart your marketing brain is to catch up with your team. Find out what happened while you were on a break. Did they discover a new trend? Did your content get shared online? Is there a new tool they tried and loved? Find out what your team is working on and get involved.

7. Take a deep breath

You got this! 


If you always feel like your workload is overwhelming, consider implementing marketing automation.
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Photo by: unsplash-logoJohnson Wang