FREE RETAIL PLANNING RESOURCE

Your multi-location retail campaign planning checklist.

Before buying media, align your stores, offer, budget and measurement. Use this worksheet to prepare a more useful conversation with your team or agency.

Created by Skymattix · September 30, 2026

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See a budget planning example

1. Define the commercial job

Choose one primary goal before choosing channels.

Identify the priority: store sales, qualified inquiries, appointments or support for an opening.Choose the stores included in the first campaign and explain why each is included.Record the current baseline, the evaluation period and who owns the result.Your planning notes

2. Confirm the offer and store readiness

A clear offer only works when the store can deliver it.

Confirm advertised products, inventory, prices and promotion dates for every participating store.Check store hours, location pages, phone numbers and appointment routes.Assign someone to follow up on inquiries and agree on a response process.Your planning notes

3. Map local audiences and trading areas

Use the realities of each location to guide the media plan.

Document realistic trading areas, access routes and nearby competition.Identify overlap between stores so budget and messages are coordinated.Choose audience and location signals with their accuracy and availability in mind.Your planning notes

4. Separate media from fees

Treat the media budget as one part of the full campaign cost.

Confirm currency and the monthly amount available to buy media.Scope management, creative, landing-page work and any data costs separately.Decide which locations need a focused pilot rather than equal investment everywhere.Your planning notes

5. Prepare the creative and destination

Give each ad one useful next step.

Choose the main shopper message and the formats the selected channels require.Check that local details and offer terms match the destination page.Test the phone, appointment or inquiry route on a mobile device.Your planning notes

6. Decide what the evidence will mean

Agree on measurement before media goes live.

Record inquiries, calls, appointments or sales consistently at store level.Track campaign sources and promotion dates alongside the results.Where practical, consider comparison stores or a phased rollout; document differences and limitations.Your planning notes

7. Set the learning and approval rhythm

Make it clear who can act on what the campaign teaches you.

Name the person approving budget, creative and campaign changes.Set a regular review of delivery, inquiry quality and business outcomes.Define what would justify adjusting the pilot, continuing it or expanding to more stores.Your planning notes

WORKED PLANNING EXAMPLE

What does a $15,000 monthly media budget mean?

A five-store pilot with $15,000 each month in media averages $3,000 per store. Over three months, the media total is $45,000. If you chose to hold 10% of the monthly media budget for adjustments, $13,500 would be allocated initially and $1,500 held for later decisions.

These figures illustrate budget arithmetic, not a recommended allocation or a sales forecast. Stores may need different investment levels. The full cost also includes separately agreed management, creative and other services. Choose CAD or USD explicitly before planning.

Monthly media budgetPilot stores

How ready is your campaign?

Ready to scope: the goal, offer, stores, budget and follow-up owner are clear. Discuss the channels and measurement plan next.

Needs preparation: inventory, landing pages, response processes or data are unresolved. Name an owner and finish those items before launch.

Needs a smaller pilot: the network is broad but the available investment or measurement is limited. Discuss a focused group of locations.

There is no score that predicts success. This checklist helps surface decisions and missing information; it does not guarantee campaign results. Ad-platform visit signals alone do not establish incremental sales.

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START WITH YOUR STORES

Request your retail growth review.

Tell us about your locations, goals and monthly media investment. We will assess fit and discuss a practical starting point. Programs start at $10,000 per month in media, with management and creative fees scoped separately.

Request your growth review

A focused first conversation. No obligation to launch.

Your nameWork emailCompanyWebsiteNumber of locationsMonthly media budgetBudget currencyStore marketsPrimary goalWhen are you looking to start?

What should we know? (optional)

Media programs start at $10,000/month. Fees scoped separately.