How to Roll Out Wrike to Your Marketing Agency Using These 5 Templates

Many of our marketing agency clients begin using Wrike because they have an ‘aha’ moment. They realize they need a comprehensive solution to help streamline their work and unify disparate apps. We often picture them overwhelmed, sitting at their desk with their head in their hands thinking, “There has got to be a better way.” 

Of course, the good news is that there is indeed a better way. Deciding to engage with a work management solution and choosing the right one for your team amongst a crowded field are two important steps toward streamlining your work. Once those hurdles are behind you, you’ll be faced with the daunting task of rolling out that solution to your team so that you can start working in the better way you hoped for. 

With Wrike, templates are the key to rolling out work management software. Wrike has built a wide range of templates that can get you up and running quickly, so you can start saving time and energy straight away. 

If you’ve recently started using Wrike, or even if you believe you could be using Wrike more effectively for your marketing agency, these five templates will help jump-start your work processes so you can focus on what matters most. 

1. Marketing Campaign Template

In a marketing agency, there will be multiple marketing campaigns to coordinate and oversee. With the marketing campaign template, you’ll be able to plan, launch, and track the performance of all of your campaigns in a single location. Each member of the marketing team can access real-time campaign data, making it easy to inform clients about the status of their campaigns with the most up-to-date information. 

You’ll be able to: 

2. Media Management Template

Social media campaigns are critical to the success of almost any brand. Keeping a 360-degree view of your marketing agency’s social media campaigns takes careful planning and organization. Your social media marketers can use the media management template from Wrike to share campaign data with clients, visualize campaign information by platform to understand what’s working and what needs adjustment, and see metrics like cost-per-click or click-through rates at a glance. 

You’ll be able to: 

3. Content Calendar Template

Do you ever wonder how much time your team members spend clicking on their calendar app, digging through spreadsheets, or looking in their inbox for content details? You might not want to know. Instead, you should use Wrike’s content calendar template, which helps you create a steady stream of content with full visibility across your entire agency. 

You’ll be able to: 

4. Creative Asset Proofing & Approvals Template

Does your creative team have to sift through mountains of emails to find feedback on assets? Producing creative assets is difficult enough, but the process is often paralyzed by endless rounds of vague feedback and confusing approval chains. Wrike removes these roadblocks and helps designers, video producers, animators, and other creatives save time chasing down feedback through a streamlined incoming proofing and approvals workflow. 

You’ll be able to: 

  • Collect critical information with a request form
  • Assign work automatically with tasks
  • Stay on top of the status of creative assets with dashboards

5. Event Planning Template

Planning marketing events requires you to align hundreds of moving parts. You’ll need to zoom out to the bird’s-eye view and quickly dive into the weeds when necessary. This flexible event planning template is more than a simple checklist — it’s a complete event coordination, management, and scheduling system suitable for any type of event your clients require.

You’ll be able to: 

  • Break down the planning stage into actionable tasks
  • Use the table view to start your plan in a clean and clear way
  • Utilize the Gantt Chart view to get an overview of project progress

Wrike is designed to streamline your daily work and make your marketing processes smoother. Discover even more Wrike templates that can help you launch successful campaigns and deliver incredible work to your clients. 

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