Marketing & Content Workflows

Streamline campaign launches, content creation, and marketing operations with structured checklists and approval gates.

Campaign Launch Checklist

Comprehensive checklist for launching marketing campaigns with clear approval gates and automated notifications.

Content Creation
- Campaign brief written
- Content assets created (copy, images, videos)
- Landing pages designed
- Email templates prepared
- Social media posts drafted
Blocker → Design Approval
- Creative director review
- Brand guidelines compliance
- Design revisions completed
Blocker → Legal Sign-off
- Compliance review
- Trademark checks
- Privacy policy compliance
- Terms and conditions verified
Blocker → Scheduling
- Campaign calendar updated
- Email sends scheduled
- Social media posts scheduled
- Ad campaigns configured
Blocker → Post-launch Metrics Review
- Analytics dashboards set up
- Tracking codes verified
- Conversion goals defined
- Reporting schedule established
Notify #marketing - At key gates to keep team informed
Final Launch Notify - Campaign go-live announcement

📢 Launch Confidence: Never miss a critical campaign step with automated gates and notifications.

Structure your content creation process from ideation to publication with clear review and approval steps.

Content Planning
- Topic research completed
- Target audience defined
- Content outline created
- SEO keywords identified
Blocker → Content Creation
- First draft written
- Images/graphics created
- Internal links added
Blocker → Editorial Review
- Copy editing
- Fact checking
- Style guide compliance
- Revisions completed
Blocker → SEO Review
- Keyword optimization
- Meta descriptions written
- Alt text added
- Internal linking verified
Blocker → Legal/Compliance Review
- Claims verified
- Disclaimers added
- Copyright checks
Blocker → Publishing
- Content formatted
- Publish date scheduled
- Social media posts prepared
- Email newsletter updated
Post-Publish
- Social media promotion
- Performance monitoring
- Engagement tracking

Manage event planning from initial concept through post-event follow-up with comprehensive checklists.

Event Planning
- Event concept defined
- Budget approved
- Venue selected
- Date confirmed
Blocker → Content & Speakers
- Agenda finalized
- Speakers confirmed
- Presentation materials prepared
Blocker → Marketing & Promotion
- Event page created
- Email invitations sent
- Social media promotion
- Registration tracking set up
Blocker → Event Execution
- Day-of logistics confirmed
- Equipment tested
- Staff briefed
- Event executed
Post-Event
- Thank you emails sent
- Feedback surveys distributed
- Content shared (recordings, slides)
- ROI analysis completed

Ensure all required marketing assets are created and approved before campaigns launch.

Attach File Items - Required asset uploads
- Campaign creative files
- Brand assets (logos, images)
- Video content
- Email templates
- Landing page designs
- Social media graphics
Blocker - Campaign cannot launch until all assets are attached and approved

Use blockers between campaign phases to ensure proper sequencing and approvals
Configure notify triggers to keep marketing team informed at key campaign gates
Require attach file items for all marketing assets to ensure nothing is missing
Include legal/compliance review as a mandatory blocker before campaign launch
Use change assignee triggers to hand off work between content creators, designers, and marketers
Structure content creation workflows with clear editorial and SEO review gates
Create campaign launch checklists as templates that can be customized per campaign type
Set up post-launch notification triggers to ensure performance monitoring begins immediately