Marketing Integration Checklist

	A	B	C	D	E	F	G	H
1	Phase	Type	Task	Sub task	Owner	Due date	Completion date	Status
2	Short-term	Strategy	Set objectives for integration					Not started
3	Short-term	Strategy	Define team to lead integration					Not started
4	Short-term	Strategy	Knowledge share
5	Short-term	Strategy	Knowledge share	Share knowledge on customers, market, and solutions				Not started
6	Short-term	Strategy	Knowledge share	Document and share information on lead creation and opportunity handoff				Not started
7	Short-term	Strategy	Complete positioning maps: Current and future					Not started
8	Short-term	Strategy	Complete positioning maps: Current and future	Distribute employee and client surveys. Share findings internally and externally.				Not started
9	Short-term	Strategy	Complete positioning maps: Current and future	Integrate market research and other client and market insights on brand attitude and usage				Not started
10	Short-term	Strategy	Complete positioning maps: Current and future	Identify and map key personas				Not started
11	Short-term	Strategy	Complete positioning maps: Current and future	Identify any overlap between business units				Not started
12	Short-term	Strategy	Complete positioning maps: Current and future	Plot brand archetypes for Company brands based on surveys, market research, and other insights				Not started
13	Mid-term	Strategy	Complete company Situation Assessment: SWOT, 4 C's (Category, Client, Competition, Company)					Not started
14	Mid-term	Strategy	Set major milestones for Marketing over the next 90 days					Not started
15	Short-term	Strategy	Set major milestones for Marketing over the next 90 days	Determine key success factors				Not started
16	Short-term	Strategy	Set major milestones for Marketing over the next 90 days	Develop revenue baseline for the combined entity				Not started
17	Short-term	Strategy	Set major milestones for Marketing over the next 90 days	Confirm growth targets and expectations				Not started
18	Short-term	Strategy	Set major milestones for Marketing over the next 90 days	Align on company KPIs				Not started
19	Short-term	Strategy	Determine resources required to meet targets (people and budget)					Not started
20	Short-term	Strategy	Determine risk and dependencies of integration					Not started
21	Mid-term	Strategy	Align on client value proposition: Immediate, mid-term, and long-term					Not started
22	Mid-term	Strategy	Map out market opportunities: Existing and new					Not started
23	Short-term	Strategy	Map out market opportunities: Existing and new	Quantify TAM and SAM for each growth opportunity				Not started
24	Short-term	Strategy	Map out market opportunities: Existing and new	Evaluate short-term GTM opportunities for various markets				Not started
25	Mid-term	Strategy	Map out market opportunities: Existing and new	Evaluate medium-term GTM opportunities for various markets				Not started
26	Mid-term	Strategy	Prioritize growth strategies based on opportunities and readiness to win					Not started
27	Short-term	Strategy	Prioritize growth strategies based on opportunities and readiness to win	Align on quick wins to share with clients				Not started
28	Mid-term	Strategy	Finalize and communicate Go To Market strategy					Not started
29	Short-term	Strategy	Create Day 1 timeline					Not started
30	Short-term	Customers	Review and compare customer list for all business units					Not started
31	Short-term	Customers	Review sales and revenue data for all business units					Not started
32	Short-term	Customers	Meet with customer success teams to discuss approach					Not started
33	Short-term	Customers	Identify potential customer challenges/complaints					Not started
34	Mid-term	Customers	Create customer retention program					Not started
35	Short-term	Customers	Create customer FAQ					Not started
36	Mid-term	Branding	Determine branding updates needed					Not started
37	Mid-term	Branding	Determine branding updates needed	Discuss brand positioning				Not started
38	Mid-term	Branding	Determine branding updates needed	Discuss changes to company name				Not started
39	Mid-term	Branding	Determine branding updates needed	Discuss changes to company logo				Not started
40	Mid-term	Branding	Determine branding updates needed	Discuss changes to company tagline				Not started
41	Short-term	Branding	Determine branding updates needed	Create timeline for branding changes				Not started
42	Mid-term	Branding	Determine branding updates needed	Finalize brand voice/tone and look/feel				Not started
43	Mid-term	Branding	Make branding updates					Not started
44	Mid-term	Branding	Make branding updates	Develop strategy for website redesign				Not started
45	Mid-term	Branding	Make branding updates	Make any updates to company websites				Not started
46	Mid-term	Branding	Make branding updates	Make any updates to sales collateral				Not started
47	Mid-term	Branding	Make branding updates	Make any updates to company social media accounts				Not started
48	Mid-term	Branding	Make branding updates	Make any updates to branded paid media campaigns				Not started
49	Mid-term	Branding	Create new brand guidelines, including logos and colors					Not started
50	Mid-term	Team	Review existing organizational structures and roles					Not started
51	Mid-term	Team	Review existing organizational structures and roles	Define new organizational structure and roles				Not started
52	Mid-term	Team	Review current contractors					Not started
53	Mid-term	Team	Review current contractors	Create list of all contractors, including their role, cost, duration of contract, and any ongoing projects				Not started
54	Mid-term	Team	Review current contractors	Create transition plan for contractors - contracts to stay the same, expand or reduce scope, contracts to terminate, and new contractors to hire				Not started
55	Mid-term	Team	Review current team
56	Short-term	Team	Review current team	Assess all existing team members, including key areas of knowledge and level of seniority				Not started
57	Mid-term	Team	Review current team	Create team transition plan - team members to stay the same, transition to new roles, or be let go, and new team members to be hired				Not started
58	Mid-term	Team	Review current team	Create retention plans for key team members				Not started
59	Mid-term	Team	Review current team	Create transition and knowledge transfer plans for team members who leaving or transitioning to new roles				Not started
60	Mid-term	Team	Review current team	Meet with HR to discuss changes to compensation and benefits				Not started
61	Mid-term	Team	Expand current team					Not started
62	Mid-term	Team	Expand current team	Meet with recruiting team to discuss roles, compensation, and timing				Not started
63	Mid-term	Team	Expand current team	Hire new team members				Not started
64	Mid-term	Team	Expand current team	Onboard new team members				Not started
65	Mid-term	Team	Communicate org structure and leadership					Not started
66	Mid-term	Team	Communicate org structure and leadership	Communicate new roles and team structures to direct reports/first-line managers				Not started
67	Short-term	Team	Communicate org structure and leadership	Meet with combined team to discuss expectations and organizational structure				Not started
68	Mid-term	Team	Communicate org structure and leadership	Enable meetings between managers and new direct reports				Not started
69	Short-term	Team	Communicate org structure and leadership	Provide change management training for managers				Not started
70	Mid-term	Team	Communicate org structure and leadership	Conduct one-on-ones with new team members				Not started
71	Mid-term	Team	Integrate teams					Not started
72	Mid-term	Team	Integrate teams	Meet with HR to discuss plans for culture integration				Not started
73	Mid-term	Team	Integrate teams	Deliver workshop to combined team				Not started
74	Short-term	Communications	Create communications plan					Not started
75	Short-term	Communications	Create communications plan	Determine key messaging for each product				Not started
76	Short-term	Communications	Create communications plan	Determine communication channels, e.g. sales meeting, employee and client webinars, blog, newsletter, email, podcast, video, etc.				Not started
77	Short-term	Communications	Create communications plan	Plan for customer awareness of transitioning team members				Not started
78	Short-term	Communications	Create communications plan	Understand partner ecosystem and key commitments/contracts				Not started
79	Short-term	Communications	Create communications plan	Plan for partner awareness of transitioning team members				Not started
80	Short-term	Communications	Create communications plan	Create communications calendar				Not started
81	Short-term	Communications	Create communications plan	Develop partner communications plan				Not started
82	Short-term	Communications	Create content to communicate changes and value proposition					Not started
83	Short-term	Communications	Create content to communicate changes and value proposition	Develop FAQs: Employee, client, and vendor FAQs				Not started
84	Short-term	Communications	Create content to communicate changes and value proposition	Create and distribute employee talking points				Not started
85	Short-term	Communications	Create content to communicate changes and value proposition	Create press release				Not started
86	Short-term	Communications	Create content to communicate changes and value proposition	Distribute press release				Not started
87	Short-term	Communications	Create content to communicate changes and value proposition	Run customer-facing webinar				Not started
88	Short-term	Communications	Create content to communicate changes and value proposition	Write and send customer email				Not started
89	Short-term	Communications	Create content to communicate changes and value proposition	Write and publish blog post				Not started
90	Short-term	Communications	Create content to communicate changes and value proposition	Create and publish website page				Not started
91	Short-term	Communications	Create content to communicate changes and value proposition	Create and publish social media posts				Not started
92	Short-term	Communications	Create sales and client success messaging training					Not started
93	Short-term	Communications	Create sales and client success messaging training	Implement sales and client success messaging training				Not started
94	Mid-term	Programs	Create list of committed tradeshows and conferences across business units					Not started
95	Mid-term	Programs	Create list of committed tradeshows and conferences across business units	Allocate resources to committed events				Not started
96	Long-term	Programs	Create list of committed tradeshows and conferences across business units	Assess event list going forward				Not started
97	Mid-term	Programs	Review paid media campaigns for all business units					Not started
98	Mid-term	Programs	Review paid media campaigns for all business units	Make any adjustments to paid media campaigns for all business units				Not started
99	Mid-term	Programs	Map out buyer journey for each business unit					Not started
100	Mid-term	Programs	Map out buyer journey for each business unit	Identify content gaps in buyer journey				Not started