Marketing
Develop and optimize every facet of your brand with ClickUp's Marketing templates. Campaigns, budgets, and creative—all in one place.
Social Media Content Plan
A Social Media Content Plan ensures that you post on your social media pages consistently by laying out your posts ahead of time. Use this ClickUp Social Media Content Plan template to make your life easier when it comes to the ideation and creation of social media posts.
2x2 Priority Matrix
ClickUp provides a basic 2x2 Priority Matrix Whiteboard to help you organize your tasks according to their importance and priority level. This will assist your team or company allocate resources for the important ones.
90 Day Instagram Success Checklist
Transform your Instagram presence with our 90-Day Success Checklist! Crafted by Denik CEO, Tyler Tolson, this comprehensive guide unveils the secrets to boost visibility and engagement while gaining invaluable market insights.
A/B Content Management & Testing
Visualize and track your campaign schedules, test variations, conversion rates, and so much more! With statuses, you'll see exactly what stage each campaign is in.
A/B Testing
Visualize and track your campaign schedules, test variations, conversion rates, and so much more! With statuses, you'll see exactly what stage each campaign is in.
Action Plan
Creating an action plan is an effective way to manage your projects and keep your focus directed towards your goals.
Action Priority Matrix Whiteboard
Use the Action Priority Matrix Whiteboard to prioritize tasks and maximize your time, abilities, resources, and talent most effectively.
Advertisement
Managing multiple accounts for social media advertising? This ClickUp Social Media Advertisement template is for you. This template is equipped with the necessary views and custom fields to help you keep track of the advertising pipeline and your clients as well.
Advertisement
This template will help you track the development and approval of an upcoming marketing initiative.
Agency Management
This is the ultimate template for all agencies, especially a creative agency or marketing agency. It includes everything you need to manage your sales pipeline, project scoping, resource management, client onboarding, project delivery, change requests, client feedback, and more.
Agile Marketing
Agile marketing refers to applying the Agile approach to the marketing field with the intention of enhancing marketing operations. The marketing team collaborates to find and deliver effective projects as soon as possible.
All Hands Meeting
Company-wide meetings are vital to keeping communication open across the organization, and ensuring everyone is aligned and up to speed with individual and group targets. There's room to share information from updates to announcements about future agendas and encourage collaboration, clarity, and alignment.
Assumption Grid Decision Matrix
The assumption grid is a type of decision-making tool that organizes ideas based on the level of certainty and risks associated with it.
BCG Matrix Whiteboard
Strategic decision-making is a critical step in every business. It can be faster and easier being visualized. Decide which products have high or low growth and market share, compare brands and products, predict outcomes, and assess competitors' standings!
Benchmark Analysis
Need a template that helps you compare your products with the competition? Use this ClickUp Whiteboard Template to help you out! Benchmark Analysis is the process of comparing a firm's performance to that of another company that is thought to be the best in the industry for its products, services, or procedures.
Blog Database
Organize your blog posts in an easy-to-use database. This simple template keeps all your blog content and communications in one place, allowing you to quickly monitor blogs to determine who owns what, when to update content, what work is in progress, and more.
Blog Editorial Calendar
Utilizing the ClickUp Blog Editorial Calendar Template makes organizing new blog content simple. Using this template, you can ensure consistency and develop a strategy allowing you to post regularly, which will benefit your content strategy.
Blog Management
Easily track and manage all of your blog posts in one central location. Brainstorm new topics, optimize your content, track deadlines, and so much more!
Blog Planner
This Blog Planner Template can help you create and manage multiple blog ideas and outputs on one platform within a deadline. Use this ClickUp template to improve team collaboration, assign tasks to your team, and have an overview of your blog writing progress.
Brand Book
Need a Brand Book? Worry no more because this template is filled with every important element needed in a brand book. All you have to do is use this template as a guide to outline each section. Save time and complete your very own brand book now!
Brand Guidelines
This brand guidelines doc details all the elements that make up your company's brand, the look and feel, and how to present the brand to the world. Brand Guidelines include elements like the logo, colors, fonts, brand voice, taglines, and more.
Brand Launch Plan
You can plan your latest brand launch here in ClickUp! This template enables your team to organize the project tasks for a bran launch which includes assigning the right person, setting the due dates, and listing all crucial deliverables.
Brand Style Guide
This basic template is a go-to for getting started with outlining your brand style. Highlight your branding from mission statement to logos—all in one place.
Campaign & Promotion Management
This template makes campaign management a breeze with everything you need for planning, tracking, and executing campaigns and promotions. Your one-stop shop, this template supports an end-to-end workflow that goes from request intake, to planning with campaign brief docs, to execution of the project using subtasks, to running the campaign.
Campaign Brief
A campaign brief outlines the goals and key elements needed to create and launch a successful campaign. This ClickUp template will help you gain alignment across all stakeholders and successfully kick off any marketing campaign.
Campaign Calendar
Manage your campaigns on a schedule with this ClickUp Campaign Calendar. Keep your team on board with all your campaigns and organize each one of them to achieve your marketing goals.
Campaign Launch Brainstorm Whiteboard
Campaign Launch Brainstorm is a template that is used during the planning stage. It sorts out ideas to Yes, No or Maybe which in return, filters the ideas that can be implemented for the activity.
Campaign Outline
Have a higher-level overview of all your marketing campaigns, distributed efficiently across your team, and see its overall progress in different views using this Campaign Outline Template. Successfully organize all your marketing needs and implement all your campaigns from start to finish.
Campaign Plan
A campaign plan is developed to create leads or sales over the near term through coordinated messaging. Its goal is to engage people, and it often has an integrated media schedule and a content marketing focus. This ClickUp task template is equipped with subtasks that serve as a guide to the things you have to accomplish to have an effective campaign plan.
Campaign Proposal
This Campaign Proposal will help you establish the framework for the entire campaign. With this template, it will be easier to provide facts to back up all your proposed statements, investigate all viable and efficient strategies for you and your team to achieve your goals, and provide a target audience and resources to your shareholders.
Campaign Report
With our pre-built advertising campaign template in ClickUp takes care of choosing the KPIs to monitor, so you don't have to waste time on it.
Campaign Tracking
Struggling to manage all your live campaigns? With this template, tracking campaigns is simple since you can keep an eye on every social media platform your team utilizes. Easily categorize each campaign's results, track your overall progress, the amount of time and money you've invested, the effectiveness of your initiatives, and much more.
Campaign Tracking & Analytics
Manage marketing campaigns, spending, performance, creatives, you name it! Keeping your campaigns organized in one location fully equips you to kick off your next marketing campaign with confidence!
Case Study Design
Let your clients tell their own stories! This template will help them understand how your services have helped them and will give you more material to use for marketing. Win-win!
ChatGPT Prompts for Marketing
Use our treasure trove of ChatGPT marketing prompts (600+) that will supercharge your campaigns and engage your audience like never before.
Communication Campaign
From a public relations crisis to the debut of a new product, this Communication Campaign template will help you provide information to stakeholders in a variety of situations and share resources with your staff in order to prepare them to speak effectively in any situation during the campaign period.
Communication Plan
Create a comprehensive project communication plan by using this Doc to help easily plan out your business messaging strategy.
Comparative Market Analysis
A Comparative Market Analysis (CMA) determines the price of a house using recently sold, comparable properties in the neighborhood.
Competitive Analysis
ClickUp presents you with a Whiteboard template for Competitive Analysis. This is an interactive view where you can freely add, modify, and position your elements. Each quadrant poses how each element perform based on your set metric. A legend for each quadrant is present to guide you further.
Competitive Analysis Pricing
A competitive analysis is a tool that entails investigating the main rivals to learn more about their goods, sales, and marketing strategies. A competitive market analysis has many advantages, including the ability to implement stronger corporate strategies, fend off rivals, and gain market share.
Competitor Tracking
You can now track the products of your competitors here at ClickUp using this template. It can help you organize a list of repository for information about your competition.
Conference Agenda
A well-organized event leads to a successful conference.
Consulting Project Plan
This project plan template is designed to help you organize, track and predict your business’s growth by making sure you meet all of its goals. This easy-to-use templates include a Gantt chart to set deadlines and calculate estimates, making it easier than ever to manage your workload.
Content Calendar
Content calendars (also known as editorial calendars or blog calendars) are one of the most important tools for any content team. Organizing your content on a calendar (or on a list or spreadsheet) helps you plan, organize, and track content throughout the entire year.
Content Calendar
This Content Plan List will help you create a procedure for content generation easily, plan when, and how your content will be shown, and share content regularly to stay on your marketing track.
Content Management
This template makes content marketing a breeze with everything you need for planning and creating content across multiple channels - website, blog, social, and email. Your one-stop shop, this template supports an end-to-end workflow that goes from request intake, to planning with docs, to maintaining an editorial calendar, to delivery of content.
Content Marketing Editorial Calendar
Successfully plan your content across your digital channels and keep your communications active and consistent with this Content Marketing Editorial Calendar. With this template, you can ensure quality and efficiency across your team!
Content Marketing Plan
Planning to conduct content marketing? Good news, ClickUp got you this Content Marketing Plan template to help you create a structured planning method to ensure that all planned contents will be accounted for.
Content Plan
A content plan consists of all the marketing materials and information-gathering activities required to accomplish the objectives specified in your content strategy. This template allows you to give each piece of content the attention it requires, to ensure that your engagement levels will be strong.
Content Production Scaling
This Content Production Scaling template will give you a sneak peek into how our own ClickUp Content Team scales production of their blog content. While this template uses blog content as an example, you can use this production workflow for other kinds of content too!
Creative & Design
Creative and design teams get requests to design and develop creative assets from multiple departments. This template makes creative production a breeze. It supports an end-to-end workflow that goes from request intake, to planning with creative brief docs, to execution of the project using subtasks, and an asset library.
Creative Brief Document
The creative brief outlines the strategy and key elements of a creative project. This ClickUp template will help you gain alignment across the creative production team and other stakeholders, and help you successfully deliver on any creative project.
Daily Standup Meeting
The point of the daily standup meeting is to aid team coordination. This fast feedback loop helps teams align and stay on track, which is similar to a huddle in football. If an issue pops up, you can address it quickly and keep projects on track.
Decision Tree
This decision tree whiteboard is a way to map out possible outcomes of related choices and can be used either to drive informal discussion or to map out an algorithm that predicts the best choice mathematically.
Digital Marketing Report
A digital marketing report is a document that tracks the effectiveness of a particular marketing campaign or effort and unearths crucial information to guide subsequent decision-making.
Digital Product Checklist
Create and implement your digital product from start to finish. This simplified doc includes a design checklist, product packaging checklist, and selling plan checklist.
Editorial Calendar
An editorial calendar is a visual work plan that aids in the daily, weekly, or monthly scheduling of content publishing. You can keep track of content types, promotional schedule, writers, and—most importantly—publish dates with the use of editorial calendars.
Eisenhower Matrix
Perfect for visual thinkers, this Whiteboard template will help you organize your tasks and get your ideas "out on paper" before converting them to action items.
Eisenhower Matrix
This template comes with a list and custom field to help you organize your tasks. If you're more of a visual thinker, we've also included a whiteboard template you can use to get your ideas "out on paper" before converting them to action items.
Email Advertisement
Email marketing is challenging because you will always need to come up with ways to capture your consumers' attention. If you are looking for ways to spruce up your email advertisement, ClickUp has prepared samples of good emails to help guide you with your content.
Email Marketing
Master your email marketing workflows! With this pre-built email marketing template, effectively coordinate with your team and simplify your content scheduling and email performance tracking.
Email Marketing Campaign
Use this easy-to-use ClickUp template to quickly create email marketing campaigns. This template includes all the fields you need to create an effective email campaign, including checklists for every step of the way!
Email Marketing Report
Marketing agencies require a productive method of reporting on the outcomes of managing email marketing campaigns for clients. With the help of our Email Marketing Report Template, you can get a more in-depth understanding of performance and pinpoint exactly what needs to be done to increase return of investment and the general effectiveness of your campaigns.
Employee Workload Template
Struggling to decide whether you can take on more work or new projects? Efficiently manage your team workload and plan upcoming projects by allocating the capacity of your team members on a weekly basis. With this template, you can visually see how much work is assigned to individual contributors as well as each of your teams. Whether you use time estimates, task volume, sprint points, or custom fields, workload monitoring has never been this easy.
Event Brief
An event brief outlines the goals and key elements needed to plan a successful event. This ClickUp template will help you gain alignment across all stakeholders and kickstart your event planning.
Event Budget
Event planning consists of budgeting, establishing target due dates, choosing, reserving the event sites, and more. This template will help you manage these things with ease.
Event Marketing
This template makes it easy to keep track of all your marketing events in one place. It includes event tracking, event calendars, and an event brief to help you plan an effective event that will achieve your marketing goals.
Event Marketing Plan
The Event Marketing Plan Template helps you to track events from start to finish. It’s a useful tool to help you plan and prioritize your marketing events, track performance against plans and targets, set up tasks for individual team members, and monitor time spent on marketing activities.
Event Project Plan
Having trouble managing multiple events? This event project plan template helps you manage multiple events and timelines, so the event goes perfectly.
Event Promotion
Make your event known to the world with the help of this template. Plan, Promote and Execute.
Event Registration Form
The Event Registration Form is a template for any event requiring prior registration. It suffices basic information such as name and contact details. It also includes the status of the registration, which will enable users to monitor the guest list.
Feedback Form
Digital forms are a great way to collect customer feedback. Use this Feedback Form template to customize your feedback a collection and view all your feedback in one place so that you can improve your products and services.
Force Field Diagram
Fore field analysis is a type of root cause analysis that helps users to identify factors that will be an advantage or disadvantage to the activity or process on evaluation. It also incorporates the strength of impact of the factor by rating its effect towards the task. This whiteboard template helps break it all down!
Go To Market Strategy Communication
This ClickUp Doc template can help define target customers. This can also be used to effectively position the product for launch.
Go to Market Strategy
A go-to-market strategy (GTM strategy) is an action plan that specifies how a company will reach target customers and achieve competitive advantage.
Go to Market Strategy
Create a step by step approach on how your organization will bring a product to the market. Collaborate with teams and align you goals in one shared workspace. Map out your tasks, add due dates and predict completion date for each tasks.
HubSpot - Guided Client Onboarding | Marketing Hub - Campaign Launch
This Hubspot Guided Client Onboarding Guide will help you enrich your marketing efforts by building a stronger buyer persona and content that will enable you to increase lead generation.
HubSpot Account Setup by ZenPilot
Activate this template by ZenPilot.com to unlock a step-by-step task list to configuring a new HubSpot account. Check out the setup doc for detailed instructions!
Infographic Whiteboard
Skip starting from scratch with this Infographic Template to represent important data and information for any business purposes. Showcase your ideas with this easy-to-use ClickUp Whiteboard template!
Jakub's Marketing Sprint Folder
Created by Jakub Grajcar, Inbound Marketing Lead at tech company STX Next, this custom template is built to help marketing pros plan better, execute easier, and ship faster. Hit the ground running with pre-set Board and List views, task estimation capabilities, and customizable automations!
Landing Page Database
Manage all your website content in one place with this simple template. Ensure high-level organization and track analytics with an easy-to-navigate landing page database, and quickly see what pages are in progress and when content needs to be updated with a streamlined Kanban board.
Large Event Planning
If you are hosting or planning a large marketing event, this is the template for you. It includes an event brief, event project plan, intake and tracking of expenses and participants (registrants, sponsors, exhibitors), and feedback collection post event. This template is a one-stop-shop for your next large event planning project.
Market Research
Market Research Report helps you define your customer needs scientifically. As you do your research, the report itself helps you optimize your current process and even build a new set of strategies to help you attain market leverage.
Marketing Action Plan
A marketing plan is a resource that outlines the strategy for promoting and selling a product or service. It includes information about the target market, advertising and promotion efforts, pricing, and distribution channels.
Marketing Action Plan
This Marketing Action Plan Template helps you create a plan, track your progress, and achieve your goals. Meet your deadlines and collaborate with your team on a whole new level.
Marketing Agency
This template will help you set clear expectations, plan campaigns, and share important information. It's perfect for agencies with multiple clients so you can stay on top of it all without ever missing a deadline or neglecting your clients!
Marketing Agency Business
Build an effective marketing plan for your agency with the Marketing Agency template.
Marketing Budget
This template outlines all campaign initiatives by quarter and indicates the goal with which they are aligned. This also keeps track of which activities are active and the expenditures incurred compared to the budget.
Marketing Calendar
Need a tool to help you consolidate all your marketing projects while keeping track of their timelines? This ClickUp List template is for you!
Marketing Campaign Brief
Outline your marketing goals, and identify important elements needed for your campaign with a Marketing Campaign Brief. This ClickUp template will help you successfully kick off any campaign and manage it from start to finish.
Marketing Campaign Plan
Looking for a tool to keep track of your team's various marketing campaigns? Use this ClickUp template to make things smooth and simple!
Marketing Email
Email marketing is a potent marketing channel that uses email to advertise the goods or services your company offers. This is a type of direct marketing as well as digital marketing. This Marketing Email template can help marketing teams plan out, keep track of, and gather results of marketing emails.
Marketing Plan
Get your marketing plan underway faster with this customizable, easy-to-use template. Use it to track plans for marketing initiatives and prioritize tasks, while tracking your targets and documenting results.
Marketing Project Brief
You've been given a new marketing project, but you're not sure where to start. It can be tough to know where to start when you're handed a new marketing project. There's so much that needs to be done, and it's hard to know what's the most important. Use this project brief template to help you organize your thoughts and get started on your project right away.
Marketing Proposal
A Marketing Proposal is a primer that marketers use to present their services to a prospective client for consideration. The goal is to encourage them to be your client.
Marketing Report
A marketing report presents data from different marketing sources. It provides information to the marketing department and stakeholders on where the business is currently at and where it is headed. This template provides a structure for a marketing report document to ensure that the presentation of data is effective.
Marketing Team Operations
It takes a lot to run a stellar marketing team. This template can help you get started with setting up your operations in ClickUp. It includes creating team OKRs, supporting career development of your team members, onboarding new team members, and example docs for defining your marketing processes.
Marketing Team Processes
Documented processes, also known as Standard Operating Procedures (SOPs), can streamline your operations by creating step-by-step instructions for all your repeatable functions. This makes all that knowledge accessible to new and existing team members, ensuring efficiency and consistency in execution. Leverage this template to create your own Marketing SOPs.
Marketing Teams
With more teams working in more places, staying at the center of the business is harder than ever as gaps and breakdowns in processes are magnified. ClickUp provides Marketing teams a solution that enables them to scale with the business - bring all of their work together, drive greater visibility across their organization, and allow them to respond quickly to changes in the market.
Marketing Timeline
A single view to keep track of marketing activities across your business.
Meeting Tracker
We love keeping track of meetings and meeting minutes in docs, but sometimes it can be helpful to keep track of key meetings in a List to facilitate planning and preparation. It can also provide a view of the number of recurring meetings a team has to make sure the meetings that are being held are critical and efficient. Use this template to track meetings like Quarterly Business Reviews, 1-on-1s, team member birthday celebrations, and more!
Modern Social Media Calendar
You can absolutely save time by organizing all of your posts and ideas in a social media calendar. Use this List template to plan ahead and develop your social media content.
Newsletter Whiteboard
Make your newsletter stand out with our professionally designed template. The customizable design makes it easy to prioritize your message, add photos, and create a newsletter that looks great in any size.
Non-Profit Event Planning
Start organizing your next event using this nonprofit event planning list template!
PDCA Process Whiteboard
PDCA Process also called Continuous Improvement is a visual tool that categorizes all tasks into four stages: Plan, Do, Check, and Act. It breaks down tasks into smaller steps to identify the crucial area of the process. The ClickUp Whiteboard is a great way to execute the PDCA process.
PPC Campaign Report
Digital Marketing is a highly competitive environment - you want to make sure that your campaign efforts make the most bang for your buck. If you are looking for a report that allows you to see how well your campaigns are doing, this Pay-per-click (PPC) Campaign Report template is perfect for you!
PR Campaign
With the aid of this template in ClickUp, you can choose the appropriate goals and objectives, identify your target market, track down potential journalists and media contacts, and create pitches that really get you to press attention.
Party Planning
Party Planning is the process of designing and organizing activities required to achieve the desired goal for an event. This List provides the basic task List and setup that one needs to fulfill and complete when organizing a party.
Podcast
Plan and produce your podcast with ease. Choose how you want to visualize the planning process and organize your content with custom fields like Series or Seasons.
Podcast Calendar
If you lack organization, running a podcast can be quite challenging. It is very helpful to have a podcast template to manage your podcast. ClickUp' Podcast Calendar Template can assist you in keeping track of every aspect of producing a top-notch podcast.
Podcast Plan
The Podcast Planning template helps the user to plot down all the activities necessary to publish a new episode. It shows the organization of tasks in the different phases of the planning.
Podcast Planning
A successful podcast launch is achievable using a management planning tool like ClickUp's Podcast Planning Template. It will help you maintain the organization of all the topics requested by your listeners, manage guest outreach and keep all the details needed to generate an outstanding podcast.
Podcasting Template (with guests)
A database style to track podcasts through the production process.
Podcasting Template (without guests)
Anyone with the right equipment can create a podcast, but to consistently produce binge-worthy audio content, you need a template that helps expedite each step in the process. ClickUp's easy-to-use podcast template includes every tool and visualization necessary to help podcasters.
Porter's 5 Forces
ClickUp has a whiteboard view of Porter's 5 Template. It is fully equipped with all the major factors/ forces you need to analyze the competition. A legend is also available to guide you further.
Post Event Opportunities
This Post Event Opportunity template is one of the simplest approaches to evaluate attendees' and staff satisfaction, or lack thereof during your event. Results using this template offer useful measurements with information on what worked, and what didn't and provide you options on what you can do better moving forward.
Posting Calendar
This Posting Calendar is an easy-to-use template to plan your content in a timeline. This includes important elements needed in tracking your social media posting progress. Save more time and do more if you use this now!
Press Release
A press release is an official written document given to media outlets for an event, launch, product, service, or other announcement. Examples of press releases include product launches, company mergers, events, and other business-related news. Use this template to capture all the key elements to include in a press release.
Prioritization matrix
The Prioritization Matrix provided by ClickUp will help you prioritize items according to how they will influence a user and how much effort will be required to implement them. It is an excellent tool to use for the assessment of improvements, workflows, and many more. Items can be easily prioritized when it is plotted in the 3x3 matrix.
Process Map Whiteboard
Process Map is a productivity tool that shows the flow of activities per stage. It is categorized into goals, activities and action items. Its main purpose is to emphasize the important activities per stage level of the process.
Production Tracking
Production tracking template helps you produce quality videos on time by using its built-in production pipeline.
Project Management Review
A Project Management Review aids in deciding whether or not it is worthwhile to continue working on a project. This document is useful in determining whether the project is producing the expected results for the organization, which gives your business an excellent chance to get feedback on the course and success of a project.
Project Proposal Whiteboard
This Project Proposal Whiteboard Template is an easy-to-edit template designed to prepare for a presentation to a new project proposal that aims to meet an organizational need or solve a problem.
Project Status Report
The overall progress of a project as compared to the expected project plan is summarized in a project status report. This project status report whiteboard template aims to keep all stakeholders up to date on the development, prevent problems before they occur, and guarantee that the project will be completed within the allotted time frame.
Promotional Calendar
Visualize your promotion schedule on a Calendar or embed one! Store past and upcoming promotional details including discounts, durations, expiration dates, and more all in one convenient location. With custom fields, the possibilities are endless!
Quick Start: Marketing
Quick Start templates are designed to help you get up and running with ClickUp faster. This one features a marketing plan, campaigns, content calendar, asset library, and a team wiki to foster knowledge sharing. Achieve marketing success and enhance your brand's impact today!
Real Estate Marketing
You now plan and organize your real estate marketing here in ClickUp! This template can help you strategize on the types of marketing you need and plan a schedule for your publishing, which can help boost your property's online visibility.
Rebranding Project
Planning a corporate rebranding project and want to ensure its success? This template is one of the most effective and cost-efficient ways to rebrand your company, product, or service. This template will provide you with a full set of visual identity design elements for all purposes you need for effective rebranding.
SEO Checklist
Stay on top of your SEO tasks and identify gaps in your SEO efforts to stay ahead. Use this checklist to make sure you're doing everything from making sure the title tags are set up correctly to checking for broken links.
SEO Competitor Analysis
Use this SEO Competitor Analysis template to build a rock-solid SEO strategy! With accurate analysis and the right tools, size out your competitors and see what they are doing well, what aren’t they doing well, and why.
SEO Content Brief
A SEO Content Brief helps writers produce copy that is effective and optimized for search engines. It outlines the key elements needed to ensure the content can rank high for queries. Use this template to help writers stay aligned and produce optimized content.
SEO Project Management
This SEO Project Management Template helps you manage ongoing SEO projects from start to finish. Easily track action items from multiple projects, collaborate with your team members in real-time, and ensure everyone is working towards the same goal.
SEO Report
Submit your SEO report to your clients more efficiently by using this template! This SEO Report template ensures nothing falls into the cracks as you optimize your client's website.
SEO Research & Management
SEO requires many moving parts and contributors. With ClickUp you can easily set deadlines, statuses, time estimates, track and manage your rankings—all in one place!
SEO Roadmap
An SEO Roadmap is a digital marketing plan that outlines a sequence of interrelated operations to improve your website's search engine exposure. It identifies problems and suggests solutions.
SIPOC
This template can help you analyze the relationships among the suppliers, inputs, processes, outputs, and customers. Before a project starts, this visual tool can help identify important components, existing connections, and prospective gaps in a process.
Sales and Marketing Plan
In a business, marketing activities are very crucial to generate sales. With this, ClickUp got this sales and marketing plan to integrate marketing goals with sales goals to ensure alignment and efficient monitoring.
Sample Marketing Emails
Marketing emails are important to keep your prospect and current customers engaged. This ClickUp Sample Marketing Emails template is composed of sample customizable emails for marketing use cases.
Social Media
Engagement on social media is essential for every business. Utilize the ClickUp Social Media Template to plan your content. It comes with a form that you can distribute to your team to make it simpler to collect ideas. Now is the time to grow your online presence.
Social Media Advanced
Plan and keep track of social posting whether it's Facebook, Twitter, Linkedin or anything! Store all links, graphics, drafts and ideas all in once place for easy collaboration across your team!
Social Media Metrics
Social Media Metrics help you keep track of your social media promotion progress and success.
Social Media Posting Schedule
Establish your social media goals with this ClickUp template equipped with features such as recurring tasks, custom fields, and more, to keep your team on track, and to work faster and more organized. Easily fill in spaces you're lacking activity and ensure your social media channels are up-to-date!
Social Media Schedule for Brand
Scheduling social media posts and making sure they go live on the appropriate platforms on time may occasionally be difficult. You can design, visualize, schedule, and organize your social media content all in one place with the help of our Social Media Schedule template.
Social Media Strategy Workflow
Need a Social Media Strategy for your marketing? This ClickUp template has all the steps from planning to evaluation. All you need is to follow each step and make it your own!
Stakeholder Analysis
This stakeholder analysis list template will help you understand how you should engage with the parties involved in your business based on their corresponding power/influence and interest.
Start a Social Media Marketing Agency
Start building your Social Media Marketing Agency with this template. Track, manage, organize, and monitor your plans to launch a successful business.
Statement of Work
Ensure that the parties involved (client and service provider) are aligned with important details for the project completion which includes but not limited to: pricing, timeline, deliverables, expectations etc. A great template to use to provide an agreement between the client and the service provider.
Story Outline
Creating a novel involves various elements to create a compelling story. Identify your scenes, characters, and locations needed to ensure your novel is filled with everything you envisioned it to be. Focus on your writing better with this easy-to-use ClickUp template and streamline your overall writing process!
Strategic Marketing Plan
A marketing plan is a practical strategy that details a company's approach for achieving its marketing goals throughout the year. This strategic marketing plan includes objectives and key results (OKRs), a detailed plan to execute on those OKRs, and a way to track progress toward those goals and budgets.
T Chart
Create a compelling chart about the pros and cons of an idea, concept, or information. The T chart template will provide you with a visual and organized comparison of your action plans that will help you develop better decision-making, find opportunities for improvement, and enhance your business efforts.
User Persona
It’s common to create a user persona profile to understand your target audience better. Knowing your target audience, allows you to create a better product for them. Here's a template that you can use in building your own user persona profile.
Video Production
Plan, manage, and execute your videos quickly and efficiently. This easy-to-use template will keep your entire production organized start-to-finish, no matter what project you’re working on.
Virtual Event Project Plan
There are numerous moving components in every virtual event. Our virtual event planner has put all of these elements together so you don't have to worry about organizing a successful event.
Vision Board
Describing your product's function and differentiation from other products is essential to market competition. To ensure that stakeholders understand your market segment's clients and users, enter target market information using this Vision Board template. Include more details about the issue your product will address and the viability of its development. Use this presentation-friendly product vision board template to win over sponsors, team members, and other interested parties.
Vision Whiteboard
Plan and create a visually pleasing presentation of your Vision Board using this template! This template provides you with a straightforward framework for formulating and outlining the objectives and ideal state of your product. Use this template to summarize your vision, describe target consumers, analyze need for the product, define your product, and create your business goals.
Voice of the Customer
Use the Voice of the Customer template to gain a better understanding of the current status of your process and to create a tailored and successful customer experience.
Website Scope of Work
Whenever you are developing a webpage it is imperative to present a scope of work to your clients to let them know what tasks you're going to do and how much it will cost. This Website Scope of Work Document Template will absolutely make that process easier for you.
Weekly Content Calendar
Save time with this Weekly Content Calendar that's easy to use, and complete with every important element needed in your content. Have a more active social media presence with this template now!
Workshop Agenda
Tired of listing down general activities for your scheduled workshops? With this workshop agenda template, focus more on the activities and less on the document creation part. This template helps track all the phases of the activity.
YouTube
Take your YouTube creatives from pre to post production with ease! Keep ideas, files, graphics, and drafts all in once place, and make collaboration effortless.
