Marketing Plan Free Template

The Marketing Plan Template helps you implement a streamlined process and improve your team’s communication while offering all the tools they need to focus on what really matters: finding the best deals.

Close more deals

Use Pipefy’s Marketing Plan Template to control your team’s workflow, create and send proposals, and follow up on leads. The template is divided into pre-defined phases that you can customize according to your needs at any time.

This gives your team full visibility into the best opportunities and what to do next. The template also allows you to organize information about clients and campaigns, attach documents, and anything else you may need.

Create shareable and customizable forms to collect leads and receive the exact intakes you need to turn them into prospects. Assign and notify representatives, send follow-up messages, monitor SLAs, and much more.

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Gather all the information you need

Track customer data end to end, and ensure your team receives updated information to work on negotiations without having to wait.

Everything you need in one place

Create databases or import existing CRM data to use at any stage of the marketing plan.

Automate manual tasks

Replace repetitive manual tasks with automations, saving time to work on your open deals.

Don't miss another opportunity

Add leads to your Marketing Plan Template within a customizable form that you can share by email or insert on your webpage.

Ensure your team receives the exact intakes they need from leads, such as name, email, contact, or phone number, and begin qualification in no time.

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Pipefy automatically transfers your leads, prospects, or customers from one phase of your plan to another. This way, you can run a fully-integrated workflow, and save time to build a great experience for the future.

Keep your data updated and standardized

Make the most of Pipefy’s resources, like SLA alerts to track deadlines, labels to categorize the opportunity’s temperature, automated emails to follow-ups or contract closings, and much more. There are different ways you can adapt the template to your needs.

Automate almost any activity in your marketing plan, from exchanging emails with contacts inside or outside Pipefy to generating proposals and integrating them to e-signature platforms, like DocuSign.

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Analyze data to unfold key improvements

This Marketing Plan Template comes with pre-defined dashboards, so you can analyze data without having to start from scratch.

Track your team’s performance, and keep an eye on key metrics. For example:

  • Deals won
  • Deals lost
  • Leads per vendor
  • Lead time
  • And more!

With Pipefy, you can build personalized charts to target bottlenecks and track results, improving your response to make quick decisions. Try Pipefy’s Marketing Plan Template for free, for as long as you like!

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

Teams across the globe love Pipefy

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Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% after Pipefy’s implementation.

Uelinton Santos COO

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