We have a new template that is a very comprehensive checklist of all the activities that a product marketing manager needs to consider, when launching a new product:

The tasks are grouped into stages, represented by columns:

1. Pre-Launch Prep: this includes tasks like finalizing the product name and starting outreach to media and analysts.
2. Creating Internal Prep Documents: tasks in this include creating a competitive analysis and jobs-to-be-done matrix.
3. Creating Internal Content: demo materials, talking points for sales team.
4. Creating External Content: prepping (but not launching!) the product video, website landing pages, etc.
5. Pre-launch Internal Training & Communications: training the sales  and customer support teams.
6. Launch Day Execution: the big day! Pushing all the materials you had prepared to production.

To give credit where credit is due, this template is inspired by a blog post by Chris Orlob.

Check out this template and let us know how we can improve it!

Marketing events look like they will be virtual, rather than in-person, for a very long time, and to help our users we have a template that can set you up in just seconds with a complete Task Board:

This is a more elaborate template, with over 20 separate cards organized into a smooth workflow: Pre-Planning → Launch Preparation → Promotions → Operations.

Each card, representing a significant task, comes with helpful resources (as attachments) and detailed subtasks.  Here’s an example:

We have been preparing a number of templates for our users. Most recently we have been focusing on our Marketing and Nonprofit users, but we will also be launching templates for many more jobs, to reflect the broad spread of our users around the world.

Check out the template and let us know if we can improve it!

For folks that need to manage production of YouTube videos, we have a helpful template that will set up your Task Board in minutes:

The workflow itself is simple: To Do → Researching → Recording → Editing → Designing Graphics → Scheduled → Done.

We have included useful links and suggestions in the first column to help you if you are new to YouTube video production.  Here’s an example, on how to produce a video description:

Check it out and let us know if we can improve it.