A collection of free, time-saving templates for better workflows, cross-functional partnerships, and internal visibility.
Last updated: 3/31/2021
This Starter Kit showcases free, time-saving templates for marketing teams. And each template is customizable, so your team can create smoother workflows, foster deeper collaboration, and give visibility to stakeholders—faster than you can say “satisfaction guaranteed.”
How to use this doc: Read our insights on how to overcome bottlenecked workflows, collaboration issues, and insufficient internal visibility on this page. Then explore templates to help your marketing team work better, together in the
believe customer experience is as important as the product itself. And you’re reading this doc because you have a hunch that providing better support for the people who create that experience will ultimately result in more, happier customers.
Addressing the challenges your team faces every day will help them work better, collaborate deeper, and connect more authentically with your potential and existing customers.
But what exactly is holding your team back? According to HubSpot’s
, marketing teams have faced similar challenges for the last several years, including generating leads, providing ROI, and securing enough budget. However, we believe the foundational issue behind these obstacles, which we alluded to above, is actually
how your team works
and not what they deliver (or don’t).
Of course, your marketing team is already juggling endless processes and tools for generating leads, raising brand awareness, scouting influencers, and curating thought leadership. And time spent learning new processes to fix the old ones is time missed connecting with customers. So we created this Starter Kit to help your team work together, better—and save time in the process.
If you have...bottlenecked workflows.
Every company, no matter how small, has some amount of red tape teams need to navigate.
For both agency and non-agency marketers, staying timely and relevant with the long, clunky marketing approval processes they need to go through with content creation is one of the biggest challenges that’s keeping them up at night.
And although we’re all used to the game of
hurry up and wait
, bottlenecked workflows can cause perpetually-extended deadlines, missed budget targets, and less-than-stellar quality deliverables.
At Coda, we work on releasing the bottleneck by ritualizing our workflows, turning them into a set of templates with consistent processes and clearly mapped Directly Responsible Individuals (DRI).
Trade meetings for product marketing briefs.
Sure, you could schedule a series of meetings to nail down the details of your next campaign. Or you could give everyone that time back by sharing a brief: a set of guidelines that influence future decisions by creating a baseline for objectives and expected outcomes.
Has anyone read the brief you so carefully constructed? You can hope that they have. You can also send them a Slack message gently reminding them. You can even tag them in a stern-yet-approachable doc comment. Or you could add one simple button to the end of your brief—and every other doc you want people to read, for that matter.
No customization required, although you’re welcome to change the icon.
Clicking a button is universally fun.
/done reading button
in your doc. And then tell us, have you read this doc?
Keep your GTM team on track, with a workback.
Workflows are sometimes stalled because people simply aren’t sure what to do next. We try to remove the guesswork with what is essentially a team to-do list, complete with button to say “I did the thing I said I would do!”
In true task list form, you have a comprehensive view of what needs to be done, by whom, in what timeframe.
button cuts out the status update middle-steps.
Status-assigned colors indicate the health of your project—and the color green has never felt so calming.
/simple project workback
in your doc, and try it out below. 👇
Notes & links
5/26/2020, 12:00 AM
Schedule Copy Reviews
5/26/2020, 12:00 AM
Confirm bandwidth with Polly & Alan first
Compile List of Products/Launches w/ Briefs
5/26/2020, 12:00 AM
All launches since April 28th
Copy v1 Drafted
6/8/2020, 1:30 PM
🛠 In Progress
Link to 1st Draft Email
Copy v1 Reviewed Async
6/8/2020, 2:00 PM
⏳ Not started
Copy v1 Reviewed as a Team
6/8/2020, 3:30 PM
⏳ Not started
Live discussion of comments
No results from filter
Build a mindful content marketing strategy.
At some point, your project is going to shift from internal planning to communicating and connecting with your customers. Although your content team has acknowledged their tasks in your workback, those tasks can often be come in a flurry. When this bit of content chaos starts to clog an otherwise smooth pipeline, we refocus on the story we’re trying to tell.
gives you a color-coded calendar to track content for your social media marketing and beyond.
You’ll know exactly how content fits together to tell your story.
You’ll never miss another opportunity to create content for National Puppy Day.
Start scheduling by typing
in your doc.
If you have...a lack of internal partnerships.
Marketing teams listen to the voice of the customer through the support team. They provide sales teams with enablement content. And, because marketing is more digital than ever, they need strategic alignment with IT and/or engineering. While the cross-functional collaboration itself isn’t a surprise, the fact that building these partnerships can be so difficult often is. Acknowledging the differences in how teams work, and how they collaborate within their own teams, is easier than fostering a collaborative environment where all teams feel heard and valued.
As a company, Coda designs meetings, and internal partnership indirectly, like product teams build apps. We think about each meeting’s stakeholders and what we want them to walk away with when the meeting’s done.
Make everyone feel as valued as your CMO.
Much our of our day-to-day collaboration is built on trust. And that trust needs to be carefully cultivated, especially when it’s cross-functional. At Coda, we follow a strategy highlighted in Amy Jen Su’s
One thing the world learned during the global pandemic is that authentic partnerships canned be formed with people you’ve never met in real life. As a distributed company, Coda has embraced various workflows that still embrace our culture of transparency and collaboration. We’re committed to doing the work together, to hearing each other’s opinions, even if that means doing so asynchronously.
As long as your work is visible to your customer, it doesn’t matter if your company understands your goals and how you’re tracking toward them, right? Unfortunately, no. Internal marketing influences your marketing team’s success almost as much as external marketing.
Even with well-framed workflows and authentic cross-functional collaboration, your stakeholders are still going to ask for a clear picture of where you’re going and where you’ve been.
Internal brand awareness drives conversions, which fuel revenue growth.
Practice open door goal-setting.
It should be no surprise that Coda’s teams are in the habit of documenting everything. As with workflows and collaboration, transparency is a ritual. Have a meeting? We send out the notes to attendees and stakeholders. Planning goals? The entire company is welcome and encouraged to weigh-in with a
Coda is an all-in-one doc for your team’s unique processes — the rituals that help you succeed. Teams that use Coda get rid of hundreds of documents, spreadsheets, and even bespoke apps, to work quickly and clearly in one place. This template is a Coda doc. Click around to explore.