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!

Another Marketing template for our users: this time, for folks that need to plan and execute on a social media content strategy.

You can use this advance your marketing goals using Facebook, Instagram, and Twitter.

This template comes with a bunch of useful resources, like this card on listing your Call-To-Actions (CTAs):

We have also provided sample task cards for managing your posts, like this one for posting on Facebook:

This task, like the others, also comes complete with a checklist of subtasks so you don’t miss anything:

These sample task cards can be easily duplicated as you move through your social media content strategy.

Check out this template and let us know what you think!

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:

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:

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:

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.

For our marketing users we have created a new template: how to create a Branding Framework for your company or product, in the way that Netflix does.

To give credit where it’s due, this template has been adapted from The Three Tools Netflix Used to Build Its World-Class Brand | First Round Review, where Gibson Biddle talks about how this framework was used at Netflix for their branding strategy.

What do you need to achieve for branding? Well, Gibson believes it requires answering three questions about your company:

1. What is it? Be descriptive.
2. What are the customer benefits? How does it improve customers’ lives?
3. 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?

1. Bring in as many people from across the company when you do your positioning, to get as many perspective as possible.
2. Be succinct and clear, to the point where a middle-school student could understand what you are saying.
3. Limit yourself to three words.
4. Avoid fuzzy words.
5. Create a personality for your company.
6. Own a specific word in your company’s mind.

1. Understanding what is a brand.

   A brand is the unique story that consumers recall when they think of you.

2. Understanding what is a branding pyramid

   

3. 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.