Your brand grows faster when every touchpoint feels clear and consistent. Use this marketing materials checklist to decide what you need now, what can wait, and how to keep everything on brand across print and digital.
Why A Marketing Materials Checklist Matters
A shared list prevents scattered requests, mismatched styles, and last minute rush jobs. When you follow a simple marketing materials checklist or a close synonym such as a marketing collateral checklist, your team ships faster and looks more professional.
Core Brand Assets You Need First for Your Marketing Materials Checklist
Start with the foundation so every later piece feels connected. This section prepares the files your designers and vendors will request on day one, and it anchors your marketing materials checklist.
- Primary logo, stacked logo, and icon, with clear space rules
- Color palette with HEX, RGB, and CMYK values
- Typography choices with heading and body ranges
- Brand voice guidelines with key phrases to use and avoid
- Brand style guide or one page brand sheet for quick reference
- Master templates folder with exports for web and print
Print Essentials That Still Work
Print can create trust and leave behind value. These items are simple to produce and easy to customize. Treat this as a brand collateral checklist if your work is local or event heavy.
- Business cards with QR code to contact or booking
- Letterhead and proposal cover page
- One page service or product sheet
- Tri fold or slim brochure when you need more space
- Rack card or leave behind for walk in traffic
- Thank you cards and small note inserts for packages
Tag QR links from print pieces with the Google Analytics Campaign URL Builder so you can track scans.
Digital Essentials That Convert
Digital pieces move people from interest to action. Build these templates so updates take minutes, not hours. Keep the marketing materials checklist close when you publish new pages.
- Email header and body blocks for promos and announcements
- Newsletter template with two or three repeatable sections
- Social media post templates, square and vertical
- Stories or short video cover frames
- Lead magnet cover and content layout
- Landing page sections, hero, benefits, proof, CTA
Sales Enablement Pieces
Give your team clean, modular files they can tailor for each lead. Think of this as a sales materials checklist inside your larger plan.
- Capabilities deck with five to seven core slides
- Case study one pagers with problem, approach, result
- Pricing overview or package comparison
- Proposal template with scope, timeline, and next steps
- Testimonial or review sheet for credibility
Event And Pop Up Materials
Events require clear wayfinding and quick setup. Standardize sizes so reprints are fast and affordable. This part of the marketing materials checklist saves time on every show.
- Table throw or runner with logo
- Retractable banner with short promise and CTA
- Postcards or handouts with QR code to a landing page
- Directional signs, arrows and welcome board
- Badge stickers or small giveaways with a useful message
Social Media And Content Templates
Consistency builds recognition. Create a compact library that allows quick daily or weekly posts. Treat this as a marketing collateral checklist for your content team.
- Quote, tip, and checklist post designs
- Carousel templates with cover, steps, and recap
- Reel or short video title cards and lower thirds
- Blog header image template
- Ad variations for image, carousel, and short video
Website Must Haves That Support Materials
Most paths lead to your site. Make sure your pages match your materials and guide the next step. Keep the marketing materials checklist in mind as you wire up these sections.
- Homepage hero with one clear CTA
- Services pages with benefit led copy and proof
- Contact page with short form and clickable phone
- Landing pages for campaigns, one per offer
- Thank you page with next steps and a soft upsell
File Organization And Delivery Standards
Searchable files save hours. Vendors will work faster when exports are clean and named correctly. This discipline supports every item on your marketing materials checklist.
- Folder map, brand, logos, color, type, imagery, templates, exports
- File naming rules, item name, size, color, version
- Export formats, SVG for logos, PNG or JPG for images, PDF for print
- Print specs, bleed, safe area, and color profile notes
- Handoff checklist for internal and external teams
Accessibility And Quality Control
Accessible materials read better and signal care. Bake these checks into your process so the marketing materials checklist protects usability.
- Strong color contrast for text and buttons
- Readable type sizes for print and screen
- Alt text for images used on web and social
- Clear link styles and descriptive anchor text
- Proofreading pass for names, dates, and contact details
How To Roll Out Your Marketing Materials Checklist
A short plan keeps the work moving. Share the list, assign owners, and track status in one simple view. Use synonyms like business marketing materials checklist or print and digital materials checklist if your team prefers that phrasing.
- Prioritize must haves for the next campaign
- Assign timelines and responsible owners
- Centralize assets in a shared, read only folder
- Review results after the first month and refine the list
Quick Marketing Materials Checklist
Use this summary to confirm you have the essentials covered. This wraps the full marketing materials checklist into a single view for faster reviews.
- Core brand kit, logos, colors, type, voice, and a short guide
- Print set, cards, one pager, brochure, and leave behind
- Digital set, email blocks, social templates, lead magnet, landing page
- Sales set, deck, case sheets, pricing, and proposal
- Event set, banner, table throw, handouts, and signs
- Website support, hero, services, contact, and thank you page
- File standards, folder map, names, formats, and specs
- Accessibility checks and a proofing step before every release
The Bottom Line
A thoughtful marketing materials checklist keeps teams aligned, speeds production, and improves every touchpoint. Start with the essentials, build simple templates, and review the set each quarter so your materials stay current and consistent.