Workflows for Marketing Agencies

12 ClickUp Workflows for Marketing Agencies

ClickUp is an excellent tool for marketing teams, offering features that can streamline campaign management, content creation, and collaboration, among other tasks.

Here’s how ClickUp can be used by marketing teams for various activities:

  1. Campaign Requests and Marketing Intake:
    L5 can build custom ClickUp forms that marketing teams can use for campaign requests, marketing project intake, and content requests. These forms can be embedded on websites or shared with internal and external stakeholders. Once a form is submitted, a new task is automatically created in ClickUp, ensuring a streamlined and organized intake process. ClickUp 3.0 also has conditional forms that make it easier to streamline new project intake.
  2. Content Creation and Collaboration:
    L5 can configure ClickUp templates that allow marketing teams to plan, create, and collaborate on various types of content, such as blog posts, social media, email newsletters, and more. Tasks can be assigned to writers, designers, and other team members, with deadlines set to keep everyone on track. Attachments, like drafts, images, or videos, can be added directly to tasks for easy access and collaboration.
  3. Project Templates for Standard Marketing Projects:
    ClickUp offers the ability to create custom project templates for standard marketing projects, such as product launches, events, or social media campaigns. These templates can include pre-defined tasks, checklists, and deadlines, helping marketing teams save time and maintain consistency across projects. L5 can import existing Excel-based templates into ClickUp. Users can also use in-built data import features to migrate projects from other tools like Wrike, Basecamp, Monday, Asana, etc into ClickUp.
  4. Content Review and Approval:
    Marketing teams can use ClickUp’s collaboration features, such as comments and mentions, to facilitate content review and approval processes. Team members can leave feedback, ask questions, or suggest changes directly within tasks, ensuring a smooth and efficient review process.
  5. Campaign Management:
    Organize and track marketing campaigns in ClickUp by creating separate projects or folders for each campaign. L5 can help configure custom views like Kanban boards, lists, or Gantt charts to visualize progress. Users can easily set deadlines and milestones to ensure timely execution.
  6. Team Management:
    ClickUp enables marketing teams to manage their team members efficiently by assigning tasks, monitoring progress, and maintaining workload balance. L5 can configure custom task statuses and priorities to ensure that team members focus on the most critical tasks first, as well as configure Team views and Workload views to manage resources.
  7. Human Resources (HR):
    Marketing teams can also use L5’s ClickUp templates to manage HR-related tasks, such as hiring, employee and contractor onboarding, and employee development. Create tasks and set deadlines for recruitment and onboarding activities, track employee performance, and schedule training sessions or performance reviews.
  8. Resource and Workload Management:
    ClickUp allows marketing teams to monitor the workload and resource allocation of their members. L5 can configure a Workload view, providing a visual representation of each team member’s tasks and capacity, helping managers identify overburdened or underutilized staff and adjust assignments accordingly. This ensures a balanced workload, improving overall team efficiency and productivity.
  9. Event Planning:
    L5’s ClickUp templates can be used to plan and manage marketing events, webinars, and trade shows. Create tasks, set deadlines, and track progress to ensure seamless event planning and execution. Collaborate with team members on event promotion, logistics, and follow-up activities to deliver successful events.
  10. New Customer Onboarding:
    Marketing teams can use L5’s ClickUp templates to streamline the onboarding process for new customers. Create tasks, checklists, and deadlines to ensure a smooth onboarding experience and manage follow-up activities, such as training sessions or support calls.
  11. New Contractor Onboarding:
    L5’s ClickUp templates can also be used to manage the onboarding process for new contractors, freelancers, or consultants. Set up tasks, deadlines, and checklists to ensure that new team members have the necessary information, resources, and access to get started quickly and efficiently.
  12. CRM (Sales Pipeline and Account Management):
    While ClickUp is not a dedicated CRM tool, it can be customized to manage the sales pipeline and account management processes. Create tasks or projects for each lead, opportunity, or account, and track progress through custom statuses that mirror sales stages. Use custom fields to capture relevant information, such as deal value, contact details, and lead source. Monitor sales performance and track account activities to optimize sales strategies and build lasting customer relationships. In addition to L5’s templates, there are some publicly available ClickUp templates.

By incorporating these features and use cases, marketing teams can further enhance their organization, collaboration, and productivity using ClickUp. This helps them deliver successful campaigns, events, and customer experiences, contributing to the overall growth and success of the business.

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