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How the Torchlite Marketing Team Uses Torchlite Action™

Today, the Torchlite marketing team consists of four full-time team members. As I write this, the team has 17 active campaigns, including an e-book, webinar, website redesign, and seven events – all of which will launch before Q3 is over.

We have many people ask us how we seem to get so much done as a small team, so I thought I’d share a little bit about how we work and use our own software.

First of all, Torchlite Action™ was built for marketers, by marketers. No other project management, communication or collaboration tool was made specifically for the kind of work we do. We also connect you with people that can actually get the work done. No one does that. With that in mind, here are some of the ways our marketing team uses Action today:

Strategic Marketing Planning

At Torchlite, we manage our entire marketing plan in Action. It serves as the master plan for all our marketing objectives, KPIs, and campaigns. This central view ensures campaigns and projects tie back to important objectives like “Acquiring New Leads,” “Converting Leads to Opportunities,” or “Retaining Customers,” and “Building Advocacy.” Torchlite Action™ is also home to our brand guidelines, mission, vision statement, and values to ensure we are communicating with one single voice.

Resourcing and “Gap Management”

Action keeps track of everyone working on projects and campaigns so we always know who’s doing what, and who may be overworked or underutilized. We can also tap into our bench of freelancers called Torchliters when we need experts in specific areas like marketing automation, analytics, or PPC.

Project Management

Our campaigns and projects are broken down into a set of deliverables, tasks, and due dates. You can assign these tasks to individuals on your internal team, freelancers, or agency partners. In Action, you can see what’s blocking what, what’s overdue, and what needs to be approved or completed. This transparency makes it much easier to quickly move projects and campaigns from strategy to completion.

1:1s, Team Meetings and Planning

We use the Marketing Calendar for planning and when we have team meetings or 1:1s. All campaigns, deliverables, and tasks can be viewed by year, quarter, month, week, or day, and then filtered by each team member, so managers can see what’s held up and how they can help.

Communication and Collaboration

While we still use email and Slack for communicating with the entire team, Action serves as the communication hub for our internal team, freelancers, consultants, and agencies. The vast majority of communication about the work our team is doing happens in Action as comments on tasks.

Events, Product Launches, eBooks, New Releases

We have endless marketing templates in Action that make it easy to create all the deliverables and tasks needed to launch a product, event, or piece of content. These templates include the list of deliverables and tasks we are likely to need every time we attend an event, launch a product or a new thought leadership piece. When planning for these launches, we select the appropriate template, customize as necessary, set due dates, and assign tasks.

Client Services

We use Torchlite Action to manage all of our services work for clients. Since Action was built to support agencies and enterprise organizations with multiple brands or franchisees, we can manage multiple accounts as “sub-accounts,” within our parent account. These permissions enable us to keep all the people, content, data, and deliverables in completely separate work environments. Our Customer Success Managers can see work being completed, overdue, or in progress to make sure everything is going smoothly.

At the end of the day, we couldn’t do what we do if it weren’t for Torchlite Action. We built it for ourselves and for marketing teams who are working hard to digitally transform their businesses. It’s not easy, but you CAN get it all done through freelancers, agencies, internal team members and a software platform that was built specifically for this new brave world!

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Susan Marshall, Founding Partner/CEO

Susan Marshall is the CEO of Torchlite Marketing.