What Does the First Quarter of an Inbound Marketing Campaign Look Like?

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The onboarding quarter is typically the most labor-intensive part of your Inbound campaign. The bulk of the research on your company and your customers is performed during onboarding. Most first will also do whatever is needed to optimize your website for Inbound success, which could even include redesigning it or even re-platforming the back-end of your website. 

The first quarter of our engagement typically includes:

Learning About

  • Your Business
  • Your Processes
  • Your Products or Services
  • Your Customers
  • Current and Past Marketing Initiatives


  • Competitors
  • Current Search Standings
  • Keywords (short, long-tail, phrases, etc.)
  • Develop Buyer Personas


  • Social Accounts
  • Social Monitoring
  • MOZ SEO Tracking
  • Google Accounts (Analytics, AdWords, Search Console)
  • Email Marketing
  • Importing Contacts
  • Segmenting


  • Website
  • Landing Pages
  • On-Page SEO
  • Content


  • Design Assets
  • Landing Pages
  • Forms
  • Email Templates
  • CTAs
  • Workflows
  • Content Calendar


  • Identify Opportunities
  • Outline Our Path for the Next Quarter and the Year


  • Define Success
  • Define Measurements
  • Set Tangible Goals

In addition to the above,  content creation, social monitoring/engagement, content offers, and other similar deliverables usually start rolling out around the 30-45 day mark. These deliverables are the ongoing items you'll continue to see in the 2nd quarter and beyond.

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About Author

David Ward
David Ward

Dave is the CEO + Founder of Meticulosity and a serial entrepreneur who has spent his 20+ year professional career as an agency owner in digital marketing and web development space.

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