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Marketing brief template for the creative process

Streamline and centralize your content marketing, acquisition marketing, and advertising requests all in one place with our Creative Processes Template. Your creative teams can use the built-in Creative Request Form to efficiently review any incoming requests or marketing briefs to save time and prioritize proposed marketing strategies.

Use template
Marketing brief board

Integrate with your favorite tools

mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github
mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github

Tips for creating a more organized
marketing campaign process


Align your stakeholders — graphic designers, agency creatives, marketing teams, and copywriters — by adding a marketing brief template into your process. This will allow your team to think through and sum up project details like key messages, target audiences, and project goals all in one place, in advance.
monday WorkForms

Design creative brief templates

Adjust and duplicate your marketing brief as your marketing team’s messaging and goals change. monday WorkForms make it easy to gather intentional briefs — your required questions should include things like company background, objectives, target audience, and more.
Digital asset management

Organize files and sketches

Keep everything organized from the start, whether it’s designs, videos, or supporting research included in the marketing brief. You can request them in the marketing brief form or add them retroactively in the Files Column of your board. With monday marketer, you can even annotate files.
Multiple view options

Map out your marketing plan

Once you’ve passed the stage of approving different marketing briefs, use groups or the Calendar View to get a high-level view of upcoming campaign phases. Use the Gantt View to understand any crucial dependencies and how they relate to campaign milestones and important meetings with your advertising agency or stakeholders.

From marketing brief to creative processes: key features

monday.com is the perfect place to create your own marketing brief template without starting from scratch. The added value is that you can continue to manage the brief submission and approval process in the same place where you plan and execute entire marketing campaigns.

  • Notifications Use automations to set notifications for any incoming marketing brief requests, upcoming deadlines, or to instantly communicate with requesters when their brief’s status has changed.
  • Status Columns monday.com status columns allow you to change their name, color, and status labels to be anything you need, while coordinating with the questions on your marketing brief template form — identify a blog post request, a high priority item, or what channel the initiative is for.
  • Integrations Streamlined communication is at the core of effective marketing processes. That’s why our Creative Processes Templates integrates with OneDrive, Dropbox, Slack, Google Drive, Gmail, and Google Calendar.
  • SEO LP Collumns drag Updated

    Bring together key players and ideas for
    any kind of marketing brief

    Creating a marketing plan is easy with our Creative Processes Template. Customize your own marketing brief to gather your plans for showcasing your product or service for sales.

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    Frequently Asked Questions

    Questions?
    • There are a few key steps getting your editorial calendar off to a good start. Before you get started, find a template that has most of the groundwork laid for you so you can hit the ground running. From there you should 1) Establish your content marketing objectives 2) Research topics 3) Research content and data 4) Brainstorm ideas 5) Monitor progress and results.
    • Because an editorial calendar can get as custom as your team needs — if you use monday.com Work OS — it’s important to list everything out. A basic editorial calendar should include important dates, themes or topics, posting frequency, and key channels for distribution.