Manage your Marketing Requests in an organized and standardized manner. This free template will help you collect requests in a single platform, streamline your processes, and automate deliveries so your team can focus on the creative side of the job, not manual tasks.
Pipefy’s Marketing Requests template will cover your processes from end-to-end, helping you ensure everything runs according to your operation standards in a hassle-free, organized fashion.
Customize and standardize every step of your process from the moment requesters fill in a briefing to your team’s execution. With this template, you can define mandatory information and actions, such as attachments needed to advance your process or setting automatic approval flows. This way, requests are easily submitted, the marketing team consistently meets all requirements and managers have complete visibility from end-to-end.
Use phase forms to involve managers, external clients, and stakeholders in your approval process. When requests are finished and it’s time to report data such as average lead time, requests vs. deliveries, or the number of requests per team member, use Pipefy’s pre-set dashboard to create an effective data visualization.
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