Standardising Marketing Workflows and Templates

Standardising Marketing Workflows and Templates

2024-06-05

Where:deep-tech startupbeauty & fragrance company
Tools:NotionGoogle WorkspaceTrelloSlack

Created reusable frameworks and templates that streamlined campaign planning, approval, and reporting across multidisciplinary teams.

Approach

  • Mapped recurring marketing processes across content, CRM, and design teams to identify workflow gaps and redundancies.
  • Built centralised templates and checklists in Notion and Google Workspace, enabling predictable execution and transparent ownership.
  • Integrated Trello and Slack automations to connect task progress with communication, reducing dependency on ad-hoc follow-ups.

Impact

  • Reduced campaign preparation time by improving task visibility and standardising approval checkpoints.
  • Improved cross-functional alignment between design, research, and leadership teams through shared operational language.
  • Established a repeatable process framework later adopted by other departments for project coordination and reporting.

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