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Campaign Assessment

Offering Assessment, Refinement, & Updates Checklist


Campaign Assessment
When
Task
Status
Questions / Notes
List all your products and services
Open
Evaluate each offering based on its popularity, profitability, and community satisfaction
Open
Identify any existing recurring components, such as subscriptions, memberships, or maintenance plans
Open
Conduct market research and gather community feedback
Open
Identify the most pressing customer needs and preferences related to your offerings
Open
Determine which offerings have the potential to address ongoing customer requirements
Open
Subscription-based models (monthly or annual fees for access to products or services)
Open
Membership programs (tiered access to exclusive content, services, or discounts)
Open
Retainer agreements (ongoing services provided for a set fee)
Open
Licensing or royalty agreements (ongoing payments for the use of intellectual property)
Open
Modify your offerings to fit the chosen recurring revenue models
Open
Match each offering to the most appropriate recurring revenue model based on customer needs and preferences
Open
Ensure that the new models align with your business goals and capabilities
Open
Modify your offerings to fit the chosen recurring revenue models
Open
Create clear, compelling, and transparent pricing structures for each offering
Open
Incorporate community feedback to ensure the redesigned offerings address their needs effectively
Open
Launch the redesigned offerings on a small scale to test their viability and community acceptance.
Open
Gather feedback from community and make necessary adjustments
Open
Once the new models prove successful, roll them out on a larger scale
Open
Develop a marketing strategy to promote your new recurring revenue models
Open
Clearly communicate the benefits and value of your transformed offerings to your target audience
Open
Utilize email marketing, social media, and other marketing channels to reach potential community members
Open



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