📋 Campaign Planning Worksheet: From Strategy to Execution

Instructions: Use this worksheet to create your complete campaign execution plan. Fill out each section carefully—this becomes your blueprint for launching and scaling your cold email campaigns.

Time needed: 30-40 minutes

💾 Auto-save: Your work is saved automatically as you type.

Your Campaign Plan

Step 1: Campaign Name

Format: [Goal]-[ICP]-[Month/Year]

Step 2: List Size & Phases

Test Batch Size:

Full Launch Size:

Scale Target:

Step 3: Email Sequence Plan

Number of Touchpoints: Sequence Timing (days between emails):

Step 4: Target Metrics

Target Open Rate: Target Reply Rate: Target Meeting Conversion Rate: Target Meetings Booked:

Step 5: Launch Timeline

Domain Warmup Start Date: Test Campaign Launch Date (2-4 weeks after warmup): Full Campaign Launch Date:

Note: Allow 2-4 weeks for domain warmup before test launch. Timeline: Week 1-3 (Setup) → Week 4-8 (Launch) → Month 3-4 (Scale) → Month 5+ (Mature)

Step 6: Tools & Resources Needed

Step 7: Segmentation Strategy

Step 8: A/B Testing Plan

Plan what you'll test to optimize performance. Test one variable at a time with minimum 100 emails per variation.

Test 1: What will you test?

Test 2: What will you test?

Test 3: What will you test?

A/B Testing Best Practices:
• Minimum 100 emails per variation (50/50 split)
• Run test for 5-7 days before declaring winner
• Look for 20%+ improvement to be confident
• Only test ONE variable at a time
• Document all tests (date, variable, winner, lift %)

✅ Next Steps

Once completed, use this campaign plan to:
• Guide your email copywriting (Module 5)
• Set up your automation tools (Module 4)
• Track progress against your goals
• Share with your team for alignment