Marketing Workflow Process Charts

Marketing Department Business Process Definitions & Templates

  • Workflow Template / Marketing / Traditional Marketing

    Advertisement Creation & Approval
    The Advertisement Creation & Approval process involves the collection of customer specifications and the subsequent design (text, layout) and approval of an advertisement. This process includes customer contact and the reception of their advertisement project proposal, advertisement specification information gathering, credit check on customer, design (text, layout, etc.) and approval of advertisement (if the customer does not accept the ad, ensure that it is reworked to customer's satisfaction), and advertisement distribution.
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  • Workflow Template / Marketing

    Advertising Sales (General)
    The Advertising Sales (General) process involves the processing of advertisement specifications from creation to payment disbursement. This process includes advertising assignment reception, advertising agency selection (perform research on a number of advertising agencies before choosing the best fit for the company and the project) and account development (the financing for the project must be approved before anything can start), campaign setup, testing and implementation (initial and final) and payment distribution. Campaign results should be documented and distributed as a monthly report.
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  • Workflow Template / Marketing / Traditional Marketing

    Campaign Management: Cable Providers
    Campaign Management: Cable Providers involves the development and management of promotional marketing campaigns for cable providers. This process includes the development of a marketing plan, promotional material review and promotion assignment. Ensure that all marketing data is analyzed so as to identify current and future opportunities.
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  • Workflow Template / Marketing / Programs & Campaigns

    Campaign Management: Commercial Banking
    Campaign Management: Commercial Banking involves the development and management of promotional marketing campaigns for commercial banks. This process includes the development of a marketing plan (schedule, timeing, etc.), product training planning, budget and marketing plan approval, creative content creation and review and marketing performance data evaluation.
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  • Workflow Template / Marketing / Programs & Campaigns

    Campaign Management: Group Insurance
    Campaign Management: Group Insurance process involves the development and management of promotional marketing campaigns for insurance carriers (specifically, group insurance quotes). This process includes the completion and review of the Presale Information Form (PIF), enrollment application completion and processing, promotion code generation and agent and group introductions. Ensure that agents on the field receive completed enrollment forms (enrollment forms must be signed and returned to the Sales Support Team), rates, GAS and Sold Case Memos.
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  • Workflow Template / Marketing / Product Management

    Corporate Marketing (With Affiliates)
    Corporate Marketing (With Affiliates) process involves the planning, design and distribution of print marketing materials to be used by affiliate marketing representatives. This process includes budget creation (marketing and advertising objectives must be confirmed at this time), design firm communications (starter form, supporting documentation, pricing estimates, etc.), brochure approval (make adjustments, if necessary) and the final distribution of the marketing materials.
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  • Workflow Template / Marketing / Programs & Campaigns

    Customer Outreach & Engagement
    Customer Outreach & Engagement is a process that involves the development and implementation of customer outreach events and programs that are designed to uncover and solve customer needs, directly engaging potential and existing customer bases. This process includes determining the budget, scheduling and authorization for an event or new project, collaboration with a third party (if necessary) to create appropriate customer events, designing an event agenda, sessage and audience, sending invitations and the conducting the event itself (enents should focus on uncovering and solving customer needs). Customer program and event results should be analyzed so as to make future customer experiences better.
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  • Workflow Template / Marketing / Digital Marketing

    Digital Ad Sales
    The Digital Ad Sales process involves coordination between sales representatives, account executives, creative team members (graphic designers, conversion specialists) and advertising analytics team members to sell and monitor ad space for third parties. Account executives and sales staff members meet with potential clients to determine their needs and negotiate the details of the engagement (ad space cost, timeframe, goals, etc.). If the client decides to move forward, the creative process begins - graphic designers and conversion specialsts configure and test the layout and placement of the advertisement(s). Once the ad is live, the client is provided with frequent reports detailing the performance of the ad(s).
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  • Workflow Template / Marketing / Direct Marketing

    Direct Mail Marketing
    Direct Mail Marketing is a process that involves the development and execution of direct mail marketing campaigns. This process includes the selection of leads/prospects, bill of material (BoM) creation, customization of printed marketing materials (if necessary), shipment preparation and customer information updates (in CRM or tracking software). A list of categorized leads (position, location, budget, etc.) is helpful in selecting which ones to pursue.
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  • Workflow Template / Marketing

    Financial Product Development
    Financial Product Development deals with the initial concept development (sometimes called "ideation"), market analysis, product documentation development, internal approval and regulatory registration for new products launched by Financial Services companies (e.g., banks, insurers, investment managers, etc.). Financial products may include credit cards, insurance coverage, investment products (e.g., exchange traded funds, etc.), savings accounts and deposit accounts. Product Development teams, product managers and line of business executives coordinate to conduct full-scale cost/benefit and market analysis to determine if the product is viable. If the product is approved internally, documentation is compiled and submitted to regulatory agencies for approval. If the product is approved by the appropriate regulatory bodies, the teams must then prepare for a full-scale market launch.
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  • Workflow Template / Marketing / Direct Marketing

    Inside Sales
    The Inside Sales process typically involves coordination/contact between sales leads, marketing staff, inside sales representatives, sales support staff and outside sales representatives to contact and set meetings with sales prospects in hopes of converting them into paying customers. Sales leads are researched and passed off to inside sales team members, who then contact the prospect over the phone. If the lead is interested, the inside sales representatve collects additional information and works to set a meeting with an outside sales representative, who will meet with the contact face-to-face.
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  • Workflow Template / Marketing / Traditional Marketing

    Large Campaign Development
    Large Campaign Development is a process that involves the planning, setup and execution of large-scale corporate marketing campaigns (commercials). This process includes the assessment of marketing objectives and the campaign plan with management, campaign budgeting, reporting setup (campaign results should be tracked regularly) and the review and approval of the marketing content (requires high cooperation between executives, the Brand Team and any other parties involved in the commercial). Ensure that management has a chance to review the kick-off document before the campaign starts (adjustments should be made where necessary).
    File Formats Available: PDF, Visio, PowerPoint | See More
  • Workflow Template / Marketing / Market Research & Analysis

    Lead Generation & Research
    The Lead Generation & Research process involves the targeting and generation of potential sales prospect(s), or leads. This process includes the initial development of a targeting strategy (ensure that managers are notified of the strategy once available), targeting strategy review and adjustments (if necessary), the initial list generation of targets to research (targets are based on stragegic areas, such as job position, geography, etc.), sales target list review and adjustments and the performance of all additional research. Once all research has been made on the approved list of sales targets, sales representatives are assigned leads to go ater according to the sector they are working, their tenure, etc.
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  • Workflow Template / Marketing / Product Management

    Marketing Collateral Development
    Marketing Collateral Development is a process that involves the production and generation of new marketing collateral. This process includes collateral development requests from business units, marketing strategy alignment with collateral (face to face meetings are designed to ensure that the content is accurate and everyone is on the same page), concept creation and review, concerting and final document layout approval/denial. Content reviews may involve multiple rounds before finalization.
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  • Workflow Template / Marketing / Product Management

    Marketing Document Generation Services
    Marketing Document Generation Services is a process that involves the receipt of marketing document generation requests and the subsequent design, planning and creation of related document packages. This process includes marketing document generation requests, document guideline reviews, document setup decision (billing versus renewal), document creation and review (revise and adjust if necessary), document bundling (if required) and project submission.
    File Formats Available: PDF, Visio, PowerPoint | See More
  • Workflow Template / Marketing / Product Management

    Marketing Project Development & Kick Off
    Marketing Project Development & Kick Off is a process that involves the initial planning, designer or copywriter selection, and creative brief creation for new marketing initiatives. This process includes project request reception, meetings with management, the identification of project goals, project brief submission and review, writer/designer selection, project assignment (usually to a specific marketer) and project creation and recording. Ensure that the project information and results are recorded within the company's system and easily accessible to all involved parties.
    File Formats Available: PDF, Visio, PowerPoint | See More
  • Workflow Template / Marketing

    New Product Development
    New Product Development involves coordination between research and development (R&D) teams, product managers, engineering/design staff and line of business executives to conceive, develop and test a new product. After the initial concept has been agreed upon, researched and documented, it is presented to management who will make a decision as to whether the product should move into the next stage of development - prototyping. During the protoptyping stage, a model of the product is created by the engineering and design team and tested to ensure its safety, viability, usability, etc. After adjustments have been made to the prototype, another round of approvals is required. If the final prototype is approved, large-scale production planning begins.
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  • Workflow Template / Marketing / Digital Marketing

    Online Ad Sales
    The Online Ad Sales process involves coordination between sales support staff, advertising setup and analytics team members, and sales representatives to sell online advertising space to companies and/or ad agencies. Sales representatives identify and contact sales leads to set meetings and develop presentations based on the information gathered from the sales lead. At that point, if the customer is still interested, the sales support team (with assistance from the sales representative and sales managers) works to develop the contract. After the contract has been executed, the ad is developed, scheduled to run and continuously measured.
    File Formats Available: PDF, Visio, PowerPoint | See More
  • Workflow Template / Marketing / Product Management

    Small & Repeatable Campaign Kick Off
    Small & Repeatable Campaign Kick Off is a process that involves the planning and setup of small to medium-size marketing campaigns for individual business units. This process includes annal marketing plan creation and review, campaign objective review, campaign budgeting, team member confirmation, kick off meeting, project plan creation and review, creative brief creation and communications with a marketing agency (vendor). A data request form (DRF) must be completed and submitted based on the project plan.
    File Formats Available: PDF, Visio, PowerPoint | See More

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