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Campaign Operations & Execution: What Should Be Included in a Campaign Post-Mortem Analysis?

Turn every launch into a learning engine. Standardize blameless post-mortems that capture insights, correct root causes, and fuel faster, smarter campaigns across channels.

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A high-quality post-mortem includes: objectives & hypotheses, final results vs. targets, funnel diagnostics (reach→engagement→conversion→revenue), creative & offer analysis, audience/consent & data quality, channel mix & spend, tracking/attribution integrity, operational performance (SLAs, cycle time, defects), external factors, root-cause analysis, and a prioritized action plan with owners, due dates, and expected impact.

What to Capture in Every Post-Mortem

Context & Goals — Business objective, ICP, hypothesis, success thresholds, constraints.
Outcome Summary — KPI scorecard vs. plan: volume, quality, conversion, revenue/ROMI, CAC/LTV.
Funnel View — Delivery, engagement, CTR, MQL/SQO rate, pipeline $, win rate, cycle time.
Creative & Offer — Message match, asset performance, A/B results, fatigue, accessibility/a11y notes.
Audience & Data — Segment logic, consent/suppressions, enrichment accuracy, personalization quality.
Channel Mix — Spend allocation, CPM/CPC/CPL/CPQL, partner/vendor performance, saturation effects.
Tracking & Attribution — UTM integrity, event coverage, model comparisons, holdout findings.
Ops & Quality — SLA adherence, defects, rework, approvals, timeline risks, incident log & resolution time.
External Signals — Seasonality, competitor actions, macro events, pricing or product changes.
Root Causes — 5 Whys/Fishbone summary with evidence; where process or data failed/succeeded.
Decisions & Next Experiments — What to stop/start/continue, backlog items, owners, deadlines.

The Post-Mortem Playbook

Use this cadence to move from reporting to real, repeatable learning—and to decisions that improve the next launch.

Collect → Normalize → Diagnose → Synthesize → Decide → Publish → Follow-Through

  • Collect: Pull final data from MAP, CRM, web analytics, ad platforms, finance; snapshot assets and briefs.
  • Normalize: Reconcile IDs & UTMs, de-duplicate leads, align timeframes and definitions (MQL, pipeline, revenue).
  • Diagnose: Analyze funnel drop-offs, segment cohorts, compare variants, validate tracking coverage.
  • Synthesize: Convert findings into insights: what mattered, why it happened, confidence level, impact.
  • Decide: Prioritize actions with RICE/ICE; assign owners, target dates, and expected ROI.
  • Publish: Store in a searchable hub with links to dashboards, raw data, assets, and the decision log.
  • Follow-Through: Convert actions into tickets; review progress in the next ops standup; close the loop.

Campaign Post-Mortem Capability Maturity Matrix

Capability From (Ad Hoc) To (Operationalized) Owner Primary KPI
Data Readiness Manual exports; mismatched UTMs Standard schemas; auto data pack & versioning RevOps/Analytics Time-to-insight
Definitions & KPIs Inconsistent MQL/SQO Unified metric glossary & dashboard Ops PMO Dispute rate
Root-Cause Method Opinion-based 5 Whys/Fishbone with evidence MOPS Lead Defect recurrence
Decision Tracking Slides lost in drives Central decision log with owners/ETAs Program Manager Action completion %
Knowledge Reuse One-off learnings Playbooks & templates updated Enablement Playbook adoption
Blameless Culture Finger-pointing Facts, systems & safeguards focus Leadership Participation rate
Automation & AI Manual slides Auto scorecards, anomaly alerts, summaries Analytics/IT Prep hours saved

Client Snapshot: From Reports to Decisions

After standardizing post-mortems and a central decision log, a B2B team cut time-to-insight by 58%, doubled test velocity, and improved ROMI by 14% in two quarters. Explore results: Comcast Business · Broadridge

Close the loop with The Loop™ and govern decisions with RM6™ so lessons become operating standards.

Frequently Asked Questions

What is a campaign post-mortem?
A structured, blameless review that documents objectives, results, root causes, and clear actions to improve the next campaign.
Who should attend?
Marketing Ops, Channel Owners, Creative, Data/Analytics, Sales/SDR, Product, and a facilitator. Invite Legal/Compliance if regulated content ran.
When should we run it?
Within 5–10 business days of campaign close or once lagging KPIs (pipeline/revenue) stabilize. Don’t wait so long that context is lost.
How do we keep it blameless?
Focus on systems and safeguards, not people. Use evidence, shared definitions, and a facilitator. Capture wins alongside issues.
What artifacts should we save?
Briefs, final assets, data pack, dashboards, experiment docs, decision log, and the action tracker with owners and dates.
Which metrics matter most?
Outcome KPIs (pipeline, revenue, ROMI), efficiency (CPL, CAC, cycle time), quality (SQO rate, win rate), and operational health (defects, SLA adherence).

Make Post-Mortems Pay Off

We’ll help you codify scorecards, automate data packs, and turn insights into a prioritized roadmap that sticks.

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Revenue Marketing Transformation (RM6™) Revenue Marketing Index Customer Journey Map (The Loop™) Essential Tools for Revenue Marketing

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