Holiday Marketing Checklist

Get your business ready for the holiday rush

The holiday season is typically a chaotic time, both professionally and personally, and it’s important to stay focused in order to reach your goals. Here’s a chronological list of marketing ideas to show you how to tackle the holiday rush.

Click here for the downloadable holiday countdown checklist.


  • Devise a detailed holiday plan of attack. Doing a little prep and planning ahead of time will allow you to skip much of the frenzy and feel a little more festive when the holiday season suddenly arrives
  • Create a holiday budget. Keep it realistic and stick to it.
  • Get inspired. Check out what other businesses do during the holidays by perusing Pinterest, looking at their Facebook advertisements, or engaging in a discussion board to gather learnings.
  • Do some market research. What are your customers looking for this holiday season? How will you meet those demands?
  • Prepare your inventory. The holiday rush will be upon you soon. Get your inventory ordered, and in order.
  • Plan your Black Friday or Cyber Monday sales. Schedule these sales carefully. What will the sale be? When will the sale launch? How will you advertise the sale?
  • Order your advertising materials. Now is the time to get Black Friday or Cyber Monday sale materials. This could include banners, postcards, flyers, posters and foam boards - whatever it takes to reach your target audience.


  • “Holidize” your store or website. If you have a brick and mortar, consider hosting an event, decorating your storefront, and playing holiday music. If you have a website, refresh your designs (while staying on-brand) to get customers into the holiday spirit.
  • Participate in Small Business Saturday. Create a special offer, event or promotion to coincide with Small Business Saturday.
  • Order your holiday cards in advance. Make sure you order enough for your customers and employees. It’s easy to underestimate your needs in this area.
  • Order thank you cards or gifts like mugs, calendars or branded promotional items with your logo on them. It’s never a bad time to thank your customers and employees, and to strengthen your relationships for the upcoming year.
  • Launch your Black Friday Sale. The day after Thanksgiving is a key day to market to your customers with clear discount messaging that drives interest and understanding of the savings involved.
  • Hang posters and banners. Announce your sale and attract potential customers passing by and existing customers browsing and considering their purchases.


  • Record and analyze the results from your Black Friday and Cyber Monday sales. Make notes of what worked and what didn’t to give you insights for the next holiday season.
  • Send out holiday cards to your customer base. Consider including holiday cards with new orders.
  • Thank your customers and employees. Send thank you cards or promotional items with your logo on them to remind your customers of your business.
  • Consider a refresh. Think about re-examining your design for the new year. This is a great time for some fresh thinking around your visual identity.

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