Should You Templatize Your Marketing Plan?

May 02, 2018 Maria Rummel

Collaboration, Marketing Strategy, Marketing Technology, Product

To many marketers, the allure of marketing templates is strong. You’re too busy to get everything on your plate done, much less spend time in the weeds figuring out the best way to do it.
Templates help us solve this problem.
However, some marketers dislike templates for their stale, and repetitive nature. This is where Torchlite templates are different. Templates designed in Torchlite, help marketers stay on track and create repeatable processes, without hindering your creativity. In fact, templates give you more time back in your day to get those creative juices flowing.
By using and creating templates, you can save time on the administrative work – figuring out what tasks to do, who should complete them, and when. And spend more time doing what you do best – actually creating and doing the work that will move the needle for your business.
Interested? Follow these steps to templatize your marketing efforts:

1. Determine which projects are template-able

Not all marketing campaigns should be turned into a template. Ask yourself, “Will I want to do this project again in the future? For the most part, will the tasks and timelines remain the same?” If the answer is yes, this is a great project to templatize.

  • PRO TIP: A few of Torchlite’s favorite projects to templatize are blog posts, newsletter sends, and social advertising campaigns.

2. Mirror existing processes

Shifting to a template-able state of operation does not mean you need to overhaul your current processes. Think about how you operate today and commit to reflecting that in your templates. Do you work project-by-project? Or do you bundle work on a monthly or quarterly basis?

  • PRO TIP: At Torchlite, we love working on a project-by-project basis. This keeps us flexible and allows us to easily plug in additional help when we need it.

3. Break it down to deliverables

Now that you’ve figured out which project you’re going to templatize, it’s time to break it down even further. What are the big milestones that need to be accomplished to complete this project? These are your deliverables.
Deliverables in Torchlite

  • PRO TIP: Deliverables are tangible points of your project that have a due date, such as an email design. It may take more than one team member to complete each part of a deliverable – that’s what tasks are for.

4. Break it down (again) to tasks

Now that you’ve got the big project milestones, it’s time to get into the nitty-gritty. What are the small (or medium-sized) items on each deliverable’s to-do list?
Task view in Torchlite

  • PRO TIP: Tasks can be as involved or simple as you’d like them to be. Use tasks to simply check the box when an action is complete, or upload work, start conversations and collaborate on tasks.

5. Assign roles

The best part of templatizing marketing projects is the flexibility to onboard new team members (whether temporary or permanent). By assigning roles to each task, you can easily switch out members of your team, depending on who has the bandwidth to complete the project.
Create a role in Torchlite

  • PRO TIP: Don’t skip this step! Assigning roles to your tasks in Torchlite saves you a ton of time by automatically assigning every task in a project to the person assigned that role.

6. Get started!

With Torchlite, it’s as easy as clicking a button to get started (literally). Based on the deadlines you put in, your Torchlite overview screen will let you know when it is time for you (or your team) to get started on specific tasks.
Activate a template in Torchlite
Whether you’re interested in creating your own templates or using existing free templates from the Torchlite Marketplace to templatize your marketing efforts, this strategy is sure to cut down on hours spent doing project legwork and let you get right to the work you were really hired to do.
What do you think of a templated approach? We’d love to hear from you!

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