Skip to content
Gallery
Simple Email Program Workback
Hi There!
Step 1: Stakeholders
Step 2: Phases & Workback
Lists & Data
More
Share
Explore

icon picker
Step 1: Stakeholders

Identify your key stakeholders for your email send, so that it’s helpful to check-in and make sure the right people are giving the right feedback and shipping the right deliverables at the right time.
Our Email Team
Team Member
Role
Key Functions
1
Joel Davis
Product Marketing Manager
Provide Product Briefs & Framing
2
Polly Rose
Content Marketing Lead
Draft Content & Manage Content Reviews
3
Alan Chowansky
Visual Brand Designer
Build & Deliver visual assets
4
Felix Marlin
Email Program Manager
Stage, QA & Ship Email
5
Mary Jones
Marketing Director
Ensure goals of email ladder up to larger marketing team goals & Copy reviews
6
Lola Tseudonym
Product Manager
Product Team liaison
7
Buck Dubois
PR & Communications
Ensure alignment with comms standards & Copy Reviews
8
Maria Marquis
Executive Sponsor
Copy reviews & internal advocacy
There are no rows in this table
8
Count
⁠

💡 Tip: If you’re going to invite this entire cross-functional team to a series of meetings, consider adding a fourth column to the table for email addresses, and use this formula to populate each teammates email: thisRow.[Team Member].Email

Then, you can just select the entire column and add into your email or calendar program of choice to communicate with the team in bulk.
⁠
👉 Next: Align your team on timing in
Step 2: Phases & Workback
⁠
⁠
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.