External Marketing Requests

Template

This is a pipe that starts with the request, moves to the marketing department to understand and develop the prerequisites and then involves an outside agency to fill the demand. It has automatic emails already created, facilitating communication and avoiding rework.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Applicant's name

  • 2. Applicant's email

  • 3. Job name

  • 4. Department

  • 5. Is this in Marketing Planning?

    • Yes
    • No
  • 6. Value

  • 7. Expected publication date

  • 8. Detailed request description

New briefings

  • 1. Marketing team

  • 2. Additional comments

Understanding

  • 1. Demand assignee

  • 2. Formal commercial area approval

  • 3. Formal proof that this action is provided for in the implementation plan

  • 4. Business case

  • 5. Formal proof of budget

  • 6. Priority

  • 7. Closing deadline

  • 8. History

  • 9. Competition

  • 10. Market

  • 11. Event name

  • 12. Description

  • 13. Conceptual objectives

  • 14. Competitive advantage

  • 15. Main message

  • 16. Add audience selection

  • 17. Macro schedule

  • 18. Regions

    • São Paulo
    • Rio de Janeiro
    • Salvador
    • Miami
    • New York
    • San Francisco
  • 19. Comment on the selected regions.

  • 20. Communication equipment

  • 21. Qualitative

  • 22. Quantitative

  • 23. Monitoring

Agency

  • 1. Agency email

Proposal

  • 1. Proposal

  • 2. Approval

    • Approved
    • Not approved
  • 3. Additional comments

  • 4. Final value

Marketing analysis

  • 1. Analysis assignee

  • 2. Explanation

  • 3. Evaluation document

Department rating

  • 1. BU assignee

  • 2. Is it okay?

    • Yes
    • No
  • 3. Overall score

    • 1
    • 2
    • 3
    • 4
    • 5

Final delivery

Filed claim

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