GALLERY
Marketing & Sales Templates
Analysis frameworks and execution tasks live on one board, so you can go from planning to tracking progress in the same view.
15 items
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.