Marketing Requests

TEMPLATE

Pipefy’s Marketing Requests Template will make it a lot easier for all your company’s areas to open requests through a simple, self-explanatory form while also helping your marketing team manage the requests and treat them appropriately.

Centralize and streamline your company’s marketing requests to save time and be more effective!

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Template Structure

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

New Requests

All new marketing requests arrive here, and each card is a request. Move the card to the next phase to prioritize the request.

  1. Request ID

Prioritized

Prioritized requests are here. Before start executing the demands, define the priority and who will be responsible for it.

  1. Assignee: Indicate the person who will be responsible for this request until it’s done.
  2. Priority
    • Urgent
    • Top Priority
    • Neutral
    • Low Priority
    • Unknown

Doing

Showtime! Here are the requests the marketing team is working on.

  1. Request status: Describe updates along the way.
  2. Delivery forecast: Establish the date to send it to the approval phase.

Approval

Requests waiting to be approved.

  1. Who is responsible for approving it?
  2. Before to approve, don’t forget to review
  3. Do you approve this request?
  4. If not approved, why? Explain why this request wasn’t accepted.

Done

Congratulations! You’re an execution machine!

  1. If you want, leave comments here about this request

Archived

Old requests, gathering dust in the shelves…

Welcome aboard

Trusted by 50.000 users, this could be the beginning of something great.

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