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.
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.
What do you need to achieve for branding? Well, Gibson believes it requires answering three questions about your company:
What is it? Be descriptive.
What are the customer benefits? How does it improve customers’ lives?
What is its personality? If your product, company or service was human and you met at a cocktail party, how would you describe him/her?
When using this template to answer these three questions, make sure you:
Bring in as many people from across the company when you do your positioning, to get as many perspective as possible.
Be succinct and clear, to the point where a middle-school student could understand what you are saying.
Limit yourself to three words.
Avoid fuzzy words.
Create a personality for your company.
Own a specific word in your company’s mind.
The first three steps, identified as tasks in the Getting Started column on this template, are:
Understanding what is a brand.
A brand is the unique story that consumers recall when they think of you.
Understanding what is a branding pyramid
Understanding the concept summary
The concept summary takes all of the thinking from your positioning model, branding pyramid and internal discussions about what your company wants to be when it grows up — and reduces it to one paragraph.
The template walks you through the process, step-by-step:
The next time you need to do a branding exercise for your company or product, use this template. And let us know if we need to improve it.
A large number of our users are from small nonprofits (and they get free use of Kerika under our Academic & Nonprofit Plan!) and to help these folks manage their grant pipeline better we have create a new template that’s available to everyone:
Click to view this template
This simple, yet very flexible, template lets your nonprofit team track all the grant opportunities that are out there, and make sure they get attended to as they go through the process: Prospect → Qualified Lead → Prepare Grant Application → Await Response.
As the possible grants 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.
Not all of this will be available in the Prospect stage, but it needs to be gathered in the Qualified Lead stage for sure: otherwise, your lead isn’t really qualified, and you are not going to be in a good position to win that grant.
Creating this, and other templates for nonprofits, are all part of our “social good” mission.
Check it out and let us know if we can improve it.
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