A marketing workflow is an organizational tool that agencies can use to describe the steps needed to complete their project or campaign. This gives the team a shared vision for the project and individual actions to achieve it. Marketing workflows can be a checklist or a visual representation of your team’s journey to achieve your goals. They differ depending on the type of project in your organization. Automation isn’t just for boring business processes. If you automate the workflow of the creative team, it will help you achieve better collaboration.
Here are some tips to help you create a successful marketing workflow:
Consider using project management tools that can alert team members to the status of various tasks and track deadlines.
Make your marketing workflow visible to all team members by sharing it with them in an easily accessible place.
When creating a marketing workflow, create logical steps that are easy to understand so that team members can complete their tasks effectively.
Because some projects may involve project extensions, new tools, or the introduction of different methods, it’s helpful to create a manageable workflow.
Check out the infographic below for more details on the marketing workflow.
Infographic brought to you by Wrike web-based project management and collaboration tool