Galerie
Öffentliche Vorlagen
Offizielle und Community-Projektvorlagen, bereit zum Kopieren
7 Einträge
Trade Show & Event Exhibition Template (3 Months Out to Follow-Up)
Open this template at kickoff, about three months before the show, once your booth is confirmed. The whiteboard holds your exhibition goal and budget assumptions, a timeline from three months out to the week after, three lanes for traffic, booth and leads, a grid of on-site stations, and a matrix for sorting the leads you collect. The task board is split into five groups and sixteen tasks covering goals, booth build, pre-show outreach, on-site ops and follow-up, all starting untouched so you can add owners and due dates.
Social Account Ops Hub: Platform Rules and Weekly Slots
For the one person, or small team, running several social accounts, opened at the start of the week and used every day. The whiteboard holds a frame of rules per platform, a day-by-post-type slot plan for the week, the weekly operating cycle, a quadrant for deciding which post formats to keep, and a mind map of everything account work is made of. The task board runs from idea to posted across five columns, and starts with five parent tasks - platform rules, weekly slots, daily replies, the weekly recap, and trouble response - each with its own subtasks.
SEO Topic Cluster Blueprint — plan pillar and cluster articles from the structure up
An SEO lead or editor opens this while planning content for the coming quarter. The whiteboard holds a pillar-and-cluster mind map, three frames of article requirements, a search-intent-by-article-type grid, a keyword sequencing matrix, and the operating rules. The task board covers five parent tasks — pillar, clusters, article formats, internal links, and publishing — and copying the template resets every task to Not started.
Customer Journey Map: See the Experience, Find What to Fix
For the team improving a service, opened when you need to find where the experience breaks down. The centre of the whiteboard is a grid of five stages, from awareness to growing use, crossed with actions, feelings, touchpoints, and fix ideas; around it sit a frame for the persona and scope, a quadrant for ranking fixes by impact and effort, and a frame for the evidence behind each cell. The task board runs from research to mapping to choosing fixes, and starts with four parent tasks - scoping, gathering input, filling the map, and acting on the gaps - each with its own subtasks.
Monthly Content Calendar: From Idea to Published
For marketers publishing to a regular schedule across blog, email and social, opened when the month is planned and used until it closes. The whiteboard holds this month's theme and targets, a week-by-channel publishing plan, the steps every piece goes through, a quadrant for ranking ideas, and a pre-publish check with a wrap-up. The task board runs from idea to published across five columns, and starts with four parent tasks - direction, ideas, production, and publishing - each with its own subtasks.
Campaign Planning Workbook — design goals, KPIs, and channel tactics on one board
A marketing lead opens this on the kickoff day of a new quarterly campaign. The whiteboard stacks a goal-and-KPI frame, an awareness-to-action journey, a channel-by-tactic grid, a priority matrix, and the working rules. The task board is split into five parent tasks — goals, audience, channels, creative, and measurement — and every task starts as Not started once you copy the template.
B2B Sales Pipeline: Stage Tracking and Loss Analysis
For sales reps and their manager, opened at every weekly pipeline review. The whiteboard holds this quarter's target, the exit criteria for each deal stage, a win-odds by deal-size matrix, and four frames for sorting why deals were lost. The task board runs from lead to won or lost, and starts with four parent tasks - pipeline hygiene, moving deals, loss analysis, and the weekly review - each with its own subtasks.