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Templates / Marketing agencies

Brand assets, campaign approvals and freelancer setup, from one link.

Campaigns slip while a logo file, an access request or an approval sits in someone’s inbox. Docsroom gives each customer, freelancer and supplier their own link and reminds whoever has gone quiet.

8 templates80 requestsWritten for marketing agencies

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Eight templates for marketing agencies

Open a template to see every request in the order it is asked, and watch it written in and answered.

New customer starter checklistfor new customers · before we start the work12 requests12 requests
New customer starter checklistSinclair Skincare · new customer9 of 12 back
  • About the business
  • FormBusiness details6 questionsAssigned to LSLaura Sinclair, founderFrom Olliein 2 daysComplete
  • QuestionWhat you want from usyour goals in a lineAssigned to LSLaura Sinclair, founderFrom Olliein 2 daysComplete
  • QuestionWho your customers arewho buys from youAssigned to LSLaura Sinclair, founderFrom Olliein 3 daysReady to check
  • QuestionCompetitorsthree names or sitesAssigned to LSLaura Sinclair, founderFrom Olliein 3 daysReady to check
  • DecisionAd spend rangepick the closestAssigned to LSLaura Sinclair, founderFrom Olliein 3 daysComplete
  • Accounts and access
  • QuestionYour websiteaddress, host and builderAssigned to LSLaura Sinclair, founderFrom Olliein 4 daysAwaiting reply
  • QuestionWho owns your accountsads, analytics, socialAssigned to LSLaura Sinclair, founderFrom Olliein 4 daysReminder sent
  • ApprovalAccess requestread and approveAssigned to LSLaura Sinclair, founderFrom Olliein 5 daysComplete
  • Working together
  • TableWho approves our workname, role and areaAssigned to LSLaura Sinclair, founderFrom Olliein 4 daysReady to check
  • ApprovalStatement of workread and approveAssigned to LSLaura Sinclair, founderFrom Olliein 5 daysReady to check
  • ApprovalTerms of businessread and approveAssigned to LSLaura Sinclair, founderFrom Olliein 5 daysComplete
  • ApprovalData processing termsread and approveAssigned to LSLaura Sinclair, founderFrom Olliein 6 daysAwaiting reply
Staff starter checklistfor new team members · before their first day11 requests11 requests
Staff starter checklistEllie Marsden · account manager9 of 11 back
  • Checks before you start
  • QuestionRight to work share codenine charactersAssigned to EMEllie Marsden, account managerFrom Olliein 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to EMEllie Marsden, account managerFrom Olliein 3 daysComplete
  • UploadProof of addresslast three monthsAssigned to EMEllie Marsden, account managerFrom Olliein 4 days1 file sent
  • TableTwo refereesnames and numbersAssigned to EMEllie Marsden, account managerFrom Olliein 5 daysReady to check
  • Pay and contract
  • FormBank and tax details6 questionsAssigned to EMEllie Marsden, account managerFrom Olliein 4 daysComplete
  • ApprovalEmployment contractread and approveAssigned to EMEllie Marsden, account managerFrom Olliein 5 daysAwaiting reply
  • ApprovalConfidentiality termsread and approveAssigned to EMEllie Marsden, account managerFrom Olliein 6 daysReminder sent
  • Skills and tools
  • UploadPortfolio or samplesyour best workAssigned to EMEllie Marsden, account managerFrom Olliein 6 daysComplete
  • QuestionTools you know wellads, analytics, CRMAssigned to EMEllie Marsden, account managerFrom Olliein 6 daysReady to check
  • UploadData protection trainingif you have a certificateAssigned to EMEllie Marsden, account managerFrom Olliein 7 days2 files sent
  • ApprovalSocial media policyread and approveAssigned to EMEllie Marsden, account managerFrom Olliein 6 daysComplete
Brand assets packfor customers with a brand · before we start on your content10 requests10 requests
Brand assets packFairbrother Cycles · brand assets8 of 10 back
  • Logos and style
  • UploadLogo filesvector or the biggest oneAssigned to BFBen Fairbrother, ownerFrom Olliein 3 daysComplete
  • UploadBrand guidelinesif you have themAssigned to BFBen Fairbrother, ownerFrom Olliein 3 daysComplete
  • QuestionBrand colours and fontscodes if you have themAssigned to BFBen Fairbrother, ownerFrom Olliein 4 daysReady to check
  • DecisionTone of voicefriendly, formal, playfulAssigned to BFBen Fairbrother, ownerFrom Olliein 4 daysReady to check
  • Pictures and video
  • UploadProduct photosthe best onesAssigned to BFBen Fairbrother, ownerFrom Olliein 5 daysComplete
  • UploadPhotos of you and the teampeople and premisesAssigned to BFBen Fairbrother, ownerFrom Olliein 5 daysAwaiting reply
  • UploadVideo clipsif you have anyAssigned to BFBen Fairbrother, ownerFrom Olliein 6 daysReminder sent
  • QuestionWho owns the picturesphotographer or stock siteAssigned to BFBen Fairbrother, ownerFrom Olliein 6 daysComplete
  • Words and permission
  • UploadReviews and testimonialsscreenshots are fineAssigned to BFBen Fairbrother, ownerFrom Olliein 6 days1 file sent
  • ApprovalCase study permissionread and approveAssigned to BFBen Fairbrother, ownerFrom Olliein 8 daysReady to check
Campaign approval packfor customers with a campaign · before anything goes live11 requests11 requests
Campaign approval packGreenfield Foods · autumn launch9 of 11 back
  • The plan
  • UploadOffer detailsdates and termsAssigned to PNPriya Nair, marketing leadFrom Olliein 2 daysComplete
  • ApprovalCampaign planread and approveAssigned to PNPriya Nair, marketing leadFrom Olliein 3 daysComplete
  • ApprovalAudience and channelsread and approveAssigned to PNPriya Nair, marketing leadFrom Olliein 3 daysReady to check
  • DecisionLaunch datepick one of threeAssigned to PNPriya Nair, marketing leadFrom Olliein 4 daysReady to check
  • The content
  • ApprovalAd copyread and approveAssigned to PNPriya Nair, marketing leadFrom Olliein 4 daysComplete
  • ApprovalImages and videoread and approveAssigned to PNPriya Nair, marketing leadFrom Olliein 4 daysAwaiting reply
  • ApprovalLanding pageread and approveAssigned to PNPriya Nair, marketing leadFrom Olliein 5 daysReminder sent
  • QuestionClaims and small printanything we must addAssigned to PNPriya Nair, marketing leadFrom Olliein 5 daysComplete
  • Before launch
  • DecisionSpend limitpick the closestAssigned to PNPriya Nair, marketing leadFrom Olliein 5 daysReady to check
  • DecisionWho pays the ad platformsyour card or oursAssigned to PNPriya Nair, marketing leadFrom Olliein 5 daysReady to check
  • QuestionWho else must see itname and emailAssigned to PNPriya Nair, marketing leadFrom Olliein 5 daysComplete
Monthly content packfor customers on a retainer · each month, by the 25th8 requests8 requests
Monthly content packCrowther Kitchens · October content6 of 8 back
  • This month
  • QuestionNews and offersanything newAssigned to SCSteve Crowther, ownerFrom Olliein 3 daysComplete
  • TableEvents and dateswhat, where, whenAssigned to SCSteve Crowther, ownerFrom Olliein 4 daysComplete
  • UploadNew photos and videofrom this monthAssigned to SCSteve Crowther, ownerFrom Olliein 4 days1 file sent
  • QuestionNew products or servicesone line eachAssigned to SCSteve Crowther, ownerFrom Olliein 4 daysReady to check
  • Your customers
  • UploadNew reviewsscreenshots are fineAssigned to SCSteve Crowther, ownerFrom Olliein 5 daysComplete
  • QuestionQuestions customers askthe common onesAssigned to SCSteve Crowther, ownerFrom Olliein 5 daysAwaiting reply
  • Our plan
  • ApprovalContent calendarread and approveAssigned to SCSteve Crowther, ownerFrom Olliein 6 daysReminder sent
  • DecisionPosting daysweekdays or weekendsAssigned to SCSteve Crowther, ownerFrom Olliein 6 daysComplete
Freelancer starter packfor new freelancers · before their first job10 requests10 requests
Freelancer starter packKasia Zielinska · copywriter8 of 10 back
  • Who you are
  • FormBusiness details6 questionsAssigned to KZKasia Zielinska, copywriterFrom Olliein 3 daysComplete
  • UploadPortfoliothree good examplesAssigned to KZKasia Zielinska, copywriterFrom Olliein 4 daysComplete
  • DecisionDays you can workpick your patternAssigned to KZKasia Zielinska, copywriterFrom Olliein 4 daysReady to check
  • Getting paid
  • FormBank details3 questionsAssigned to KZKasia Zielinska, copywriterFrom Olliein 4 daysReady to check
  • QuestionVAT numberor say not registeredAssigned to KZKasia Zielinska, copywriterFrom Olliein 4 daysComplete
  • UploadRate cardday and hourly ratesAssigned to KZKasia Zielinska, copywriterFrom Olliein 5 daysAwaiting reply
  • Terms and cover
  • UploadProfessional indemnityif you have itAssigned to KZKasia Zielinska, copywriterFrom Olliein 5 daysReminder sent
  • ApprovalConfidentiality agreementread and approveAssigned to KZKasia Zielinska, copywriterFrom Olliein 5 daysComplete
  • ApprovalCopyright termsread and approveAssigned to KZKasia Zielinska, copywriterFrom Olliein 5 daysReady to check
  • ApprovalData protection termsread and approveAssigned to KZKasia Zielinska, copywriterFrom Olliein 6 daysReady to check
Supplier setupfor printers, media and software · before the first order9 requests9 requests
Supplier setupMarlowe Print · new supplier7 of 9 back
  • Their details
  • FormSupplier details6 questionsAssigned to MDMick Dawson, sales repFrom Olliein 3 daysComplete
  • QuestionVAT numberor say not registeredAssigned to MDMick Dawson, sales repFrom Olliein 3 daysComplete
  • FormBank details3 questionsAssigned to MDMick Dawson, sales repFrom Olliein 4 daysReady to check
  • Prices and terms
  • UploadPrice listwith turnaround timesAssigned to MDMick Dawson, sales repFrom Olliein 4 days2 files sent
  • UploadSamples of your workphotos are fineAssigned to MDMick Dawson, sales repFrom Olliein 5 daysComplete
  • QuestionPayment terms you offerin daysAssigned to MDMick Dawson, sales repFrom Olliein 5 daysAwaiting reply
  • ApprovalSupplier termsread and approveAssigned to MDMick Dawson, sales repFrom Olliein 6 daysReminder sent
  • Cover and data
  • UploadBusiness insurancecurrent certificateAssigned to MDMick Dawson, sales repFrom Olliein 6 daysComplete
  • ApprovalData protection termsread and approveAssigned to MDMick Dawson, sales repFrom Olliein 6 daysReady to check
Yearly contract renewalfor retainer customers · two months before renewal9 requests9 requests
Yearly contract renewalThorne Interiors · yearly review7 of 9 back
  • Looking back
  • QuestionWhat worked this yearone or two thingsAssigned to RTRebecca Thorne, directorFrom Olliein 4 daysComplete
  • QuestionWhat did not workone or two thingsAssigned to RTRebecca Thorne, directorFrom Olliein 4 daysComplete
  • UploadSales or enquiry figureslast twelve monthsAssigned to RTRebecca Thorne, directorFrom Olliein 6 days1 file sent
  • Next year
  • QuestionGoals for next yearin a few linesAssigned to RTRebecca Thorne, directorFrom Olliein 6 daysReady to check
  • DecisionBudget for next yearpick the closestAssigned to RTRebecca Thorne, directorFrom Olliein 7 daysComplete
  • UploadUpdated brand guidelinesif they changedAssigned to RTRebecca Thorne, directorFrom Olliein 8 daysAwaiting reply
  • Contract
  • TablePeople with account accessname, role and accountAssigned to RTRebecca Thorne, directorFrom Olliein 8 daysReminder sent
  • ApprovalRenewal termsread and approveAssigned to RTRebecca Thorne, directorFrom Olliein 10 daysComplete
  • DecisionRenewal choicerenew, change or pauseAssigned to RTRebecca Thorne, directorFrom Olliein 12 daysReady to check

Written for marketing agencies. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

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One link for every customer and freelancer

Customers, freelancers and suppliers each open their own link on a phone, with no account and no password to chase.

Approvals kept with the date they came in

Every campaign approval, logo file and rate card arrives in one list, each with the day it came in.

Reminders that stop the moment they reply

Docsroom chases whoever has not replied until each one is in, so a launch date does not slip while you chase for a file.

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