For our users who need to organize a podcast workflow we have a handy new template:
Click to view this template
As with other marketing templates we have been building recently, this template comes with useful resources and checklists to make sure you don’t miss anything.
Example Checklist
Check out this template and let us know if we can improve it!
Here’s another new marketing template for our users: a complete Task Board for folks that need to manage an email marketing calendar for their business or nonprofit.
Click to view this template
As with all other templates we have been building, this one comes with tasks that are ready to go, with details of the work:
Example Task
Handy checklists of subtasks so you don’t miss anything:
Example Checklist
And links to useful resources for completing the task:
Example Attachments
Check out this template and let us know if we can improve it!
Folks are changing jobs at a faster pace right now than we have ever seen, and while some people are highly organized and proficient at job searching, others can do with a little help, and that’s what we had in mind with this template.
Check it out and let us know if we can improve it!
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:
Click to view this template
The tasks are grouped into stages, represented by columns:
Pre-Launch Prep: this includes tasks like finalizing the product name and starting outreach to media and analysts.
Creating Internal Prep Documents: tasks in this include creating a competitive analysis and jobs-to-be-done matrix.
Creating Internal Content: demo materials, talking points for sales team.
Creating External Content: prepping (but not launching!) the product video, website landing pages, etc.
Pre-launch Internal Training & Communications: training the sales and customer support teams.
Launch Day Execution: the big day! Pushing all the materials you had prepared to production.
Marketing events are all virtual these days, everywehere, as we all wait out the pandemic and try to figure out the shape of the “new normal”. To help our users who need to plan Virtual Marketing Events, we have a new template for you:
Click to view this template
This is a very comprehensive template: it contains all the tasks you need to handle to make your virtual marketing event a success. Here’s an example of a task:
Example Task
This template is rich in detail: tasks like this one also come with a checklist of subtasks to make sure you don’t overlook anything.
Example Checklist
And links to useful online resources:
Example Attachments
The workflow is straightforward: Pre-Planning → Launch Preparation → Promotions → Operations.
We are making a big push to increase the quantity and quality of templates so our users can get started faster on their boards, because at Kerika it’s all about “getting more done”.
Check out this template and let us know if you think we can improve it!
We have a new template to help folks plan their blog content to maximize their blog’s SEO effectiveness, and thereby drive more inbound traffic:
Click to view this template
As with other Marketing Templates we have been creating for our users, there’s a column with useful resources for folks that are new to incorporating their blogs within their marketing activities.
The workflow itself is fairly simple: To Do → Researching → Drafting → Designing → Scheduled → Done.
There’s a sample task in the To Do column that you can duplicate for each blog post; it contains a complete checklist of subtasks to make sure you don’t miss anything:
An example of blog post task
Check out this template and let us know if 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:
Click to view this template
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:
An example task from this template
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!
We had previously mentioned our Grant Pipeline for nonprofits; here’s a similar version that our nonprofit users can use to track their fundraising in general.
Click to view this template
This simple template lets your nonprofit team track all the fundraising opportunities that are out there, and make sure they get attended to as they go through the process: Prospect → Contacted → Pitch Preparation → Await Response.
As the possible opportunities move through the process, for each opportunity you need to track at least this information:
Name and contact details for donor.
Organization (include specific department or program office if you are dealing with a foundation).
Key motivations: what’s the donor’s known mission, and how does your nonprofit fit within that vision.
Likelihood of donation: this is something that you update as the task moves through the process.
Pitch process: smaller donors may have an information process, but larger donors are likely to have intermediaries like foundations or family offices that have a specific process they like to follow before they will commit to a donation. Make sure you follow their process!
Expected Date: when you think the donor might make a decision.
Fiscal Year: which fiscal year the grant will come in, for your nonprofit.
Check it out and let us know if we can improve it.
The workflow itself is simple: To Do → Researching → Recording → Editing → DesigningGraphics → 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:
YouTube Resources Example
Check it out and let us know if we can improve it.
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