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.

Use template now
Pipefy

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

Welcome aboard

Trusted by 60k users, this could be the beginning of something great.

Use this template