Marketing and content operations process templates
Editable marketing workflows for content approval, campaign launch, request intake, social media approval and crisis response, email QA, press releases, influencer content, case studies and webinars.
Marketing and content operations process templates in this category
- Marketing request intake process flowchart (form to backlog review) — Marketing request intake flowchart template: request form, completeness check, triage against priorities and capacity, accept, defer or decline with a reason, estimate, scope change and acceptance.
- Campaign launch process flowchart (brief to post-campaign review) — Marketing campaign launch flowchart template: brief and sign-off, parallel creative and channel builds, pre-launch QA, go/no-go gate, first-week monitoring and a review that feeds the next brief.
- Email campaign QA process flowchart (build to post-send report) — Email campaign QA flowchart template: ESP build, rendering and link test, audience check, consent and unsubscribe compliance, test send and sign-off, A/B or full send, stop-send monitoring and report.
- Webinar production process flowchart (topic to sales handoff) — Webinar production flowchart template: speaker confirmation, registration and promotion, dry run, live session with a technical-failure contingency, replay follow-up and a sales handoff SLA.
- Content approval process flowchart (brief to publish and refresh) — Content approval process flowchart template: brief, draft, editor check, brand, SEO, subject-matter and legal reviews, final approval, scheduled publishing and a refresh or retire review after launch.
- Social media approval process flowchart (calendar to publish) — Social media approval process template: calendar slot, draft post, risk tiering so routine posts skip legal, tiered review, scheduling, an urgent fast lane with after-the-fact review, and comment hand-off.
- Press release approval process flowchart (news to correction path) — Press release approval flowchart template: newsworthiness test, draft, fact and claims check, quote-by-quote sign-off, legal and disclosure review, embargo decision, release and corrections.
- Influencer content approval process flowchart (brief to payment) — Influencer content approval flowchart template: creator shortlist and contract, brief with prohibited claims, capped revision loop, disclosure check, go-live verification and payment on compliant posting.
- Case study approval process flowchart (customer consent to sales enablement) — Case study approval process flowchart template: customer selection and consent, interview, draft, internal review, customer approval with decline and expiry paths, quote verification, publishing and sales enablement.
- Social media crisis response process flowchart (detect to review) — Social media crisis response template: spike detection, triage into complaint, customer care or reputational threat, severity, a pause-scheduled-content gate, timed holding statement and approvals, and review.