May 1, 2025

A Momentum-Inspired Marketing Checklist: 5 Steps to Reach Your Goals

By  
Eliott Wahba

Goodbye, 2024: Hello, Marketing Momentum

2024 was a year we won’t soon forget. A tangled web of global crises, economic slowdowns, and collective burnout left creative and marketing teams sprinting uphill.

And yet—here we are. Still standing. Still strategizing. And now, heading into a fresh chapter.

Despite lingering fears about economic headwinds, there’s something brewing that’s stronger than panic: resilience.

At DolFinContent, we believe this next era is a time for sharp thinkers and agile doers. So as we shake off the dust of last year, our team created a momentum-powered marketing checklist to help you confidently scale, sharpen your strategy, and lead into 2025 with purpose.

BREAK DOWN YOUR BIG, SCARY MARKETING GOALS

Feeling overwhelmed by your 2025 KPIs? You’re not alone. Instead of tackling everything at once, try this:

Break your goals down into components. Start with what’s measurable and actionable, and then work your way toward predictive or experimental ideas.

As Eliott Wahba, CEO of DolFinContent, puts it:

“You can’t manage what you can’t see clearly. Get tactical. Then aim strategically.”

At DolFinContent, we often use a two-bucket system to prioritize marketing moves:

  1. Proven performers — the strategies that consistently bring results
  2. Potential breakthroughs — untested ideas with strong upside

Use these buckets to guide your planning.

Marketing Checklist Item #1

Make a spreadsheet with two columns: Proven Strategies & Experimental Bets
Add past performance data to your proven list
Brainstorm bold experiments for the new year
Rate each experimental idea using ICE (Impact, Confidence, Ease)
Calculate how far your proven strategies get you toward your goals
Share with leadership to align on realistic expectations

GET YOUR STORY STRAIGHT

Before chasing big wins, you need to align your narrative. Many teams blame weak results on ads or sales—but more often, the root issue is poor positioning.

The best marketing strategies start with three simple questions:

  1. Who is your product or service for?
  2. What does it do?
  3. Why is it better than the alternatives?

DolFinContent helped brands like Vectorly and Formwise refresh their positioning using just this framework. Without strong messaging, even great campaigns miss the mark.

Marketing Checklist Item #2

✓ Create a short doc answering the three core questions
✓ Reevaluate whether your story still fits your market
✓ Build a one-pager or deck to visualize your messaging
✓ Sync with leadership to refine and align
✓ Translate the story into your marketing strategy for 2025

UNBLOCK YOURSELF

Once your mission and messaging are locked in, the next step is clearing the clutter.

At the beginning of the year, marketers often drown in low-priority tasks. That’s why DolFinContent coaches clients to use the Eisenhower Matrix—a time management tool that categorizes tasks by urgency and importance.

Use this framework:

  • Do now: Urgent + important
  • Schedule: Not urgent + important
  • Delegate: Urgent + not important
  • Eliminate: Not urgent + not important

Tasks like brand audits or customer research usually fall into the “important but not urgent” zone. Don’t ignore them—they’re where long-term impact lives.

Marketing Checklist Item #3

Categorize your weekly to-do list using the Eisenhower Matrix
Block time for the “important but not urgent” quadrant
Delegate or outsource lower-priority tasks
Track your energy—are you spending time where it matters?
Revisit your priorities weekly

UNBLOCK YOUR CREATIVE TEAM

You can’t scale a marketing strategy if your creative pipeline is jammed. Overloaded design teams are common, and it’s often due to a lack of strategic delegation.

Eliott Wahba emphasizes the Creative 2x2 Matrix to help teams prioritize:

  • High importance / High expertise = Keep in-house
  • High importance / Low expertise = Bring in experts
  • Low importance / High expertise = Automate or templatize
  • Low importance / Low expertise = Eliminate or outsource

For example, while your in-house team tackles product launches, consider outsourcing banner variations or simple social animations.

Marketing Checklist Item #4

List the creative assets needed for your top 2025 campaigns
Categorize each using the Creative 2x2 Matrix
Determine what should be handled internally vs. externally
Build templates for self-serve design requests
Empower your team to focus on high-impact creative work

MAKE GENERATIVE AI PART OF YOUR WORKFLOW

We can’t talk about modern marketing without addressing AI.

Generative AI isn’t here to take your job—but it can take repetitive tasks off your plate. Used smartly, it frees up your time for higher-level thinking and strategy.

At DolFinContent, we integrate AI into our processes—not to replace creativity, but to amplify it. Here’s a starting point:

Marketing Checklist Item #5

Use AI to plan: Ask a tool like ChatGPT to create a content calendar
Use AI to ideate: Generate campaign ideas for a niche audience
Use AI to outline: Draft first-pass blog or ad content outlines
Use AI to research: Compile relevant sources or competitor insights
Use AI to summarize: Distill dense material into fast takeaways

Start small. Learn fast. Stay human.

And That’s a Wrap… Or Is It Just the Beginning?

If you’re still running on New Year adrenaline or looking to reignite that fire—this checklist is your roadmap.

Let’s recap:

  • Break down your marketing goals
  • Align your brand positioning
  • Optimize your schedule
  • Streamline your creative ops

Integrate AI with intention

Momentum doesn’t come from motion alone—it comes from direction.
Use these five steps to move into 2025 with clarity, confidence, and creative firepower.

Let’s Chat