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The Inbound Research
Checklist
Exactly what data do you need to set up a
revenue-focused marketing campaign?
created by
Note
This checklist is great if you're looking to create a fully fledged marketing campaign
from the start, but works just as well if your campaign is already in progress and
you're looking for areas to improve.
If not everything in the list makes sense, don't worry :)
There's something here for everyone. Whether you're interested in SEO, social
outreach or how to discover more about your target audience, you'll find what you're
looking for in one of the chapters that follow.
If you have any questions, you may schedule a free chat with me personally and we
can talk more.
targetbound.compage 2 | note
______________________________________________________________
Contents
Page 04 | 1. Assessing your business
Page 05 | 2. Defining Your Client's Journey
Page 06 | 3. SEO/ Keyword Research
Page 07 | 4. Social Research
Page 08 | 5. Competition Research
Page 09 | 6. Audience Demographic
Page 10 | 7. Sales Funnel & KPI's
Page 11 | Get in touch
targetbound.compage 3 | contents
______________________________________________________________
1. Assessing your business
Before getting started, a few things should be made clear about your business.
Assess your business model, your objectives and the resources you have available. In
order to estimate how difficult it will be to compete in your market, you need to
understand how you stand against your competition online. For that, start by
gathering the following information:
Your website authority (Moz/ Majestic)
On-Page optimization grade
Social authority
Brand mentions
Link metrics
- Feel free to check the boxes that contain info you already have.
targetbound.compage 4 | assessing your business
______________________________________________________________
Campaign objectives
2. Defining Your Client's Journey
The Client Journey refers to the process your clients/ customers follow from the time
they first learn about you to the time their interaction with your business is finished.
Pro Tip: This is something that can get complicated fast. Try creating a simple map
at first and expand upon that as your business demands it. The basic steps of a client
journey are as follows:
targetbound.compage 5 | defining your client's journey
______________________________________________________________
It's important to make sure that you are giving your prospects the right information, in
the right order, every step of the way.
3. SEO/ Keyword Research
Performing keyword research helps with more than just SEO. After finding the best
keywords to optimize our pages for, we can also use those keywords to find and
study our competition, find the most popular content in our niche and begin to
estimate what it will take to outperform our competitors.
targetbound.compage 6 | seo/ keyword research
______________________________________________________________
Broad keywords
Long-Tail (most relevant, highly specific) keywords
First page competitors
First page ranking difficulty
Basic competitor assessment
4. Social Research
targetbound.compage 7 | social research
______________________________________________________________
Determine most popular content types in your niche
Share stats over the past 6 months/ 1 year
Channel popularity by niche (Facebook, Twitter etc)
Timing stats (most active days, hours etc)
Most popular social authorities by niche
Optimal content metrics
Social research is how we identify what people like most by analyzing the most popular
types of content, what receives the most shares, what types of posts work best, what
the optimal post length is in our niche and so on.
Pro Tip: While in this step, it's also a good idea to start building a list of influencers you
can reach out to in the future when you're ready to start promoting something.
5. Competition Research
targetbound.compage 8 | competition research
______________________________________________________________
Identify top competitors by topic (SEO/ Content/ Social)
Site/ page authority stats (Majestic/ Moz)
Competitor demographic info
Basic link metrics & traffic sources
Estimated traffic stats
Now that we know enough about what we should be targeting, we need to find our top
competitors and compare our standings in order to determine the best ways to
compete.
6. Audience demographic
targetbound.compage 9 | competition research
______________________________________________________________
Client/ Customer personas
Gender, age & social status groups
Education & career groups
Interests & income groups
Language and location
Device usage & preferences
Our target audience is who we cater to. The better we understand them, the more we
can optimize our efforts to address their expectations and preferences. This is key to a
good inbound strategy, so it's important to be as specific as possible.
Note: Try to avoid guessing this information as much as possible and gather everything
you can from research.
7. Sales Funnel & KPIs
targetbound.compage 10 | sales funnel & kpi's
______________________________________________________________
Create an ideal sales funnel
Outline the tactics & resources needed for each layer in the funnel
Establish KPIs (Key Performance Indicators) for each layer in the funnel
Based on our research, we can define a sales funnel that really suits our goals. Sales
funnels can be found in many different forms online, but for this step, it's best to make
one based around our own resources, goals and research.
Let's talk
If you have any questions or want your research done by me
personally, schedule your free consultation now. Simply choose
your favorite slot from the list:
calendly.com/targetbound/firstsession
(or)
Contact me by...
email: cata@targetbound.com
linkedin: linkedin.com/in/catalinmodorcea
twitter: @CataM8
website: targetbound.com

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The Inbound Research Checklist V2

  • 1. The Inbound Research Checklist Exactly what data do you need to set up a revenue-focused marketing campaign? created by
  • 2. Note This checklist is great if you're looking to create a fully fledged marketing campaign from the start, but works just as well if your campaign is already in progress and you're looking for areas to improve. If not everything in the list makes sense, don't worry :) There's something here for everyone. Whether you're interested in SEO, social outreach or how to discover more about your target audience, you'll find what you're looking for in one of the chapters that follow. If you have any questions, you may schedule a free chat with me personally and we can talk more. targetbound.compage 2 | note ______________________________________________________________
  • 3. Contents Page 04 | 1. Assessing your business Page 05 | 2. Defining Your Client's Journey Page 06 | 3. SEO/ Keyword Research Page 07 | 4. Social Research Page 08 | 5. Competition Research Page 09 | 6. Audience Demographic Page 10 | 7. Sales Funnel & KPI's Page 11 | Get in touch targetbound.compage 3 | contents ______________________________________________________________
  • 4. 1. Assessing your business Before getting started, a few things should be made clear about your business. Assess your business model, your objectives and the resources you have available. In order to estimate how difficult it will be to compete in your market, you need to understand how you stand against your competition online. For that, start by gathering the following information: Your website authority (Moz/ Majestic) On-Page optimization grade Social authority Brand mentions Link metrics - Feel free to check the boxes that contain info you already have. targetbound.compage 4 | assessing your business ______________________________________________________________ Campaign objectives
  • 5. 2. Defining Your Client's Journey The Client Journey refers to the process your clients/ customers follow from the time they first learn about you to the time their interaction with your business is finished. Pro Tip: This is something that can get complicated fast. Try creating a simple map at first and expand upon that as your business demands it. The basic steps of a client journey are as follows: targetbound.compage 5 | defining your client's journey ______________________________________________________________ It's important to make sure that you are giving your prospects the right information, in the right order, every step of the way.
  • 6. 3. SEO/ Keyword Research Performing keyword research helps with more than just SEO. After finding the best keywords to optimize our pages for, we can also use those keywords to find and study our competition, find the most popular content in our niche and begin to estimate what it will take to outperform our competitors. targetbound.compage 6 | seo/ keyword research ______________________________________________________________ Broad keywords Long-Tail (most relevant, highly specific) keywords First page competitors First page ranking difficulty Basic competitor assessment
  • 7. 4. Social Research targetbound.compage 7 | social research ______________________________________________________________ Determine most popular content types in your niche Share stats over the past 6 months/ 1 year Channel popularity by niche (Facebook, Twitter etc) Timing stats (most active days, hours etc) Most popular social authorities by niche Optimal content metrics Social research is how we identify what people like most by analyzing the most popular types of content, what receives the most shares, what types of posts work best, what the optimal post length is in our niche and so on. Pro Tip: While in this step, it's also a good idea to start building a list of influencers you can reach out to in the future when you're ready to start promoting something.
  • 8. 5. Competition Research targetbound.compage 8 | competition research ______________________________________________________________ Identify top competitors by topic (SEO/ Content/ Social) Site/ page authority stats (Majestic/ Moz) Competitor demographic info Basic link metrics & traffic sources Estimated traffic stats Now that we know enough about what we should be targeting, we need to find our top competitors and compare our standings in order to determine the best ways to compete.
  • 9. 6. Audience demographic targetbound.compage 9 | competition research ______________________________________________________________ Client/ Customer personas Gender, age & social status groups Education & career groups Interests & income groups Language and location Device usage & preferences Our target audience is who we cater to. The better we understand them, the more we can optimize our efforts to address their expectations and preferences. This is key to a good inbound strategy, so it's important to be as specific as possible. Note: Try to avoid guessing this information as much as possible and gather everything you can from research.
  • 10. 7. Sales Funnel & KPIs targetbound.compage 10 | sales funnel & kpi's ______________________________________________________________ Create an ideal sales funnel Outline the tactics & resources needed for each layer in the funnel Establish KPIs (Key Performance Indicators) for each layer in the funnel Based on our research, we can define a sales funnel that really suits our goals. Sales funnels can be found in many different forms online, but for this step, it's best to make one based around our own resources, goals and research.
  • 11. Let's talk If you have any questions or want your research done by me personally, schedule your free consultation now. Simply choose your favorite slot from the list: calendly.com/targetbound/firstsession (or) Contact me by... email: cata@targetbound.com linkedin: linkedin.com/in/catalinmodorcea twitter: @CataM8 website: targetbound.com