The Essential Crowdfunding

Calendar and Checklist

A day-by-day guide with everything you need to run a successful campaign

Indiegogo Prep Calendar 1

Indiegogo Prep Calendar:
2 months before launch
SundaySunday Monday
Monday Tuesday
Tuesday Wednesday
Wednesday Thursday
Thursday Friday Friday Saturday
Saturday
Start collecting emails of Read the Email Write 10 to 15 different 3 Build your campaign Make a list of your Fill out the Campaign Start campaign draft by
interested individuals. Outreach Success sentence descriptions of team. Teams of 2 or biggest supporters (your Marketing Workbook. adding a title, goal, and
document and start your project. This will be more raise 3 times more “host committee”), who determine the campaign
Create social media building your outreach helpful as you begin to than individuals. will contribute first and length.
pages and follow list and outreach draft your pitch. enthusiastically spread

1 2 3 4 5 6 7
relevant influencers. schedule. Invite the teammates via the word.
your campaign page.

SundaySunday Monday
Monday Tuesday
Tuesday Wednesday
Wednesday Thursday
Thursday Friday Friday Saturday
Saturday
Storyboard your pitch Set up and verify your Design the campaign Fill in perks and all other Add content to the Research events/groups
video. Check out some PayPal account (if perk structure (make campaign draft details. Facebook page and related to your project
funny pitch videos for applicable). sure fulfillment is start tweeting. Use & reach out to tell them
inspiration. feasible). social media scheduling about your campaign.
tools. Rotate news/blog
For hardware posts, images, videos, or

8 9 10 11 12 13 14
campaigns, learn what quotes.
you need to show in the
first 30 seconds.
SundaySunday Monday
Monday Tuesday
Tuesday Wednesday
Wednesday Thursday
Thursday Friday Friday Saturday
Saturday
Choose a videographer Start drafting your pitch Choose a designer to Share your email landing Write press releases Decide on special perks Draft at least 10 Tweets,
& photographer for your text. create infographics, or page & social media for local media. to introduce later in the FB posts, and short
pitch video and images create your own using pages with your host campaign. emails that your host
for your campaign (if Examples of great various tools available committee & early committee can share.
you don’t want to DIY). pitch text: Canary and online. supporter network.

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Misfit Shine

SundaySunday Monday
Monday Tuesday
Tuesday Wednesday
Wednesday Thursday
Thursday Friday Friday Saturday
Saturday
Email & lock in your Draft pre-campaign Add content to FB page - You’ve still been Write press releases for Design stretch goals. Are you ready to launch?
host committee. Share emails and ‘thank-you’ rotate news/blog posts, Tweeting & Retweeting larger daily and weekly Use this email calculator
draft emails, Tweets and emails; Add content to images, videos and all this time, right? :) media (press, blogs, etc). You’re still scheduling to check.
FB posts & ask them FB page quotes. Facebook posts with
to create an email list interesting content,

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of people to share the right? :)
campaign with.

Indiegogo Prep Calendar 2

2 months before launch checklist
WEEK 1 WEEK 2  raft social media posts for your
D
host committee to share
Collect emails of interested individuals via: Storyboard your pitch video
10 Tweets
Landing pages
Set up and verify your PayPal account 5 FB posts
Events
Short emails
Social media giveaways Design your campaign’s perk structure
In person Schedule posts on Facebook
Fill out your campaign draft
Create social media accounts Continue Tweeting!
Facebook Tumblr Schedule social media posts
Twitter Choose a social YouTube
Pinterest WEEK 4
Instagram LinkedIn media scheduling tool Tumblr
Facebook Pinterest Email and lock in your host committee
YouTube Other
Twitter LinkedIn Share draft emails, Tweets, FB posts
I dentify and follow relevant Instagram Other Remind them to create their own email
influencers on social media list to share the campaign with
Facebook Tumblr Research events/groups related to your project
Outreach to share your campaign Draft pre-campaign emails
Twitter Pinterest
Instagram LinkedIn Draft thank you emails
YouTube Other WEEK 3
Write press releases for larger media outlets
Pitch video
Read the Email Outreach Success document
Choose a videographer Design stretch goals
Build an email outreach list Choose a photographer
Or, create your own! Schedule posts on Facebook
Create an email outreach schedule
Choose images for your campaign Continue Tweeting!
 rite 10-15 different 3 sentence
W
descriptions of your project Draft pitch text Use the email calculator to determine
if you’re ready to launch
Build your campaign team Infographics
Choose a designer
Make a list of your biggest supporters Or, create your own!
Fill out the Campaign Marketing Workbook Write press releases for local media
Start your campaign draft  reate special perks to share later
C
Title in the campaign
Goal
Campaign length

Indiegogo Prep Calendar 3

Indiegogo Prep Calendar:
1 month before launch
SundaySunday Monday
Monday Tuesday
Tuesday Wednesday
Wednesday Thursday
Thursday Friday Friday Saturday
Saturday
Start filming your pitch Finalize high-quality Create infographics & Finish 1st draft of pitch
video & take photos for photos for pitch text, add them to pitch text video & solicit feedback
your campaign gallery, social media, (and video, if applicable), from team and/or
and press releases social media, and press friends
releases

SundaySunday
1 Monday
Monday
2 Tuesday
Tuesday
3 Wednesday
Wednesday
4 Thursday
Thursday
5 Friday Friday
6 Saturday
Saturday
7
Send press release to Ask team for feedback Finalize perk Finish pitch video How are the social media
local media contacts on pitch text descriptions and updates going? :)
(identified in your price points
marketing workbook)

SundaySunday
8 Monday
Monday
9 Tuesday
Tuesday
10 Wednesday
Wednesday
11 Thursday
Thursday
12 Friday Friday
13 Saturday
Saturday
14
Let PayPal know you’re Start planning a soft Finalize pitch text based Send out the invite for Design visuals for Soft launch
running a campaign (if launch event for your on team’s feedback your soft launch event stretch goals event planning
applicable) host committee and
their friends

SundaySunday
15 Monday
Monday
16 Tuesday
Tuesday
17 Wednesday
Wednesday
18 Thursday
Thursday
19 Friday Friday
20 Saturday
Saturday
21
Send pre-launch email Hope you’re still Review entire campaign Send “3 days until Get supplies (food,
to host committee and Tweeting! draft, and opt into launch” email to host drinks, tablets for
early contributor list InDemand committee and early contributions) for the
Confirm your soft launch contributor list soft launch event
event party details

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Indiegogo Prep Calendar 4
1 month before launch checklist
WEEK 1 WEEK 3
Pitch video  ontact PayPal to let them know you are
C
Begin filming running a campaign (if applicable)
Complete first draft
 lan a soft launch event for
P
Collect feedback from team and/or friends
host committee and friends
Take high-quality photos and add to: Choose a date
Pitch text Book venue
Gallery
Send invite
Social media
Press releases Design visuals for stretch goals
Create infographics and add to: Continue Tweeting
Pitch text
Pitch video (if applicable) Schedule posts on Facebook
Social media
Press releases
WEEK 4
Continue Tweeting
Send pre-launch email to:
Schedule posts on Facebook Host committee
Early contributor list

Soft launch event

WEEK 2 Confirm all details
Get supplies (food, drinks, tablets for
Send press releases to local media contacts
contributions)
Ask team for feedback on your pitch text
Complete campaign draft
Finalize perks Review all pitch text and images
Descriptions Opt into InDemand
Price points
Continue Tweeting
Finish your pitch video
Schedule posts on Facebook
Continue Tweeting
 end “3 days to launch” email to host
S
Schedule posts on Facebook committee and early contributor list

Indiegogo Prep Calendar 5

Indiegogo Prep Calendar:
Running and Managing Your Campaign
SundaySunday Monday
Monday Tuesday
Tuesday Wednesday
Wednesday Thursday
Thursday Friday Friday Saturday
Saturday
Divide your email list SOFT LAUNCH PUBLIC LAUNCH Reply to comments on Post shareable update. Reply to comments & Post new gallery images.
into bucketed groups campaign & send thank send thank you emails
(ex: friends and family, •O utreach to host • Email blast Group 1 you emails Reply to comments & Reply to comments &

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networking contacts, committee and early • Post on social media send thank you emails send thank you emails
influencers) contributors
• Host soft launch event

SundaySunday Monday
Monday Tuesday
Tuesday Wednesday
Wednesday Thursday
Thursday Friday Friday Saturday
Saturday
If you reached 40-50% Send email blast to Post shareable update. Reply to comments & Post shareable update. Post new gallery images. Reply to comments &
of your goal, send press Group 2. send thank you emails send thank you emails
release to larger media Reply to comments & Reply to comments & Reply to comments &

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outlets. Reply to comments & send thank you emails send thank you emails send thank you emails
send thank you emails

SundaySunday Monday
Monday Tuesday
Tuesday Wednesday
Wednesday Thursday
Thursday Friday Friday Saturday
Saturday
Send press releases Post shareable update. Launch new perk. Post new gallery images. Post shareable update. Launch new perk. Reply to comments &
to larger media outlets send thank you emails
(if you have another Reply to comments & Reply to comments & Reply to comments & Reply to comments & Reply to comments &

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milestone to announce). send thank you emails send thank you emails send thank you emails send thank you emails send thank you emails

SundaySunday Monday
Monday Tuesday
Tuesday Wednesday
Wednesday Thursday
Thursday Friday Friday Saturday
Saturday
Post shareable update. Launch referral contest. Reply to comments & Reply to comments & Post shareable update. Reply to comments & Reply to comments &
send thank you emails send thank you emails send thank you emails send thank you emails
Reply to comments & Reply to comments & Reply to comments &

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send thank you emails send thank you emails send thank you emails

SundaySunday Monday
Monday Tuesday
Tuesday Wednesday
Wednesday Thursday
Thursday Friday Friday Saturday
Saturday
Reply to comments & Launch final promotion Enter bank account Send “48 hour Send “24 hour CAMPAIGN ENDS. Post Thank You Update.
send thank you emails push based on previous information in campaign. countdown” update via countdown” update. WOOHOO!
successful tactics. Call bank to confirm campaign page, social Reply to comments
details, and learn about media, and email. Reply to comments & Reply to comments & & send last thank you

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Reply to comments & when to expect funds. send thank you emails send thank you emails emails
send thank you emails Reply to comments &
send thank you emails

Indiegogo Prep Calendar 6

Running and Managing Your Campaign Checklist
WEEK 1 WEEK 3 WEEK 5
Divide your email list into bucketed groups  end press release to larger media outlets
S  aunch final promotion push based on previous
L
Host committee announcing milestone successful tactics
Friends and family not in host committee Email blast
Post shareable updates
(Group 1) Social media posts
Networking contacts (Group 2) Launch new perks Host event
Influencers (Group 3) Other
Other Post new gallery images
Prepare to receive funds
Soft launch Reply to comments Enter bank account information in campaign
Outreach to host committee Call bank to confirm details
Send thank you emails
and early contributors Learn when to expect your funds
Host soft launch event
WEEK 4 Send “48 hour countdown” update on:
Public launch Post shareable updates Campaign page
Email blast Group 1 Social media
Post on social media Launch referral contest Email

Post shareable update Post new gallery images Send “24 hour countdown” update on:
Campaign page
Post new gallery images Reply to comments
Social media
Reply to comments Send thank you emails Email

Send thank you emails Reply to comments

Send thank you emails

WEEK 2
 end press release to larger media outlets
S After campaign ends, post thank you update
announcing milestone

Send email blast to Group 2

Post shareable updates

Post new gallery images

Reply to comments

Send thank you emails

Indiegogo Prep Calendar 7

Indiegogo Checklist:
After Your Crowdfunding Campaign
INDEMAND COMMUNICATION PERKS
Opt into InDemand if you met your goal Send Thank You messages Begin organizing perk fulfillment process
Tips for Hardware campaigns Campaign page update Consider fulfillment service like Amplifier
Tips for Film campaigns Social media
 erify contributor addresses
V
Email
Expect funds every 4 weeks before sending perks
Reply to comments regularly Resend contributor address verification
email to anyone who has not responded
FUNDS Send updates on campaign page
 otify your bank that funds are
N Status of production/perk fulfillment  anage perk fulfillment with “Order States”
M
coming 10 to 15 business days Milestones and announcements on campaign dashboard
after your campaign ends Delays in production
Send perks
Team photos
Update your refund policy on campaign FAQs
Prototypes
 earn how to provide refunds
L
Post updates on social media
to your contributors

Receive funds 10 to 15 business days

after your campaign ends

Indiegogo Prep Calendar 8