Marketing Strategy Template

Turn your marketing concept into an actionable plan and track the performance with Plaky’s marketing strategy template.

Try template free

* The template contains: Group of items, Person field, Status field with customized labels, Date field, Tag field and link field.

Everything you need to plan and execute your Marketing strategy

Is providing your team with an access to goals and tasks a challenge?
Do team members act according to the project objectives?

This template has the tools you need to unite the team around your plan and create impactful marketing strategies together.

Use Plaky to:

Break marketing strategy into manageable phases

Share critical information across departments

Track project performance

Benefits of using Marketing strategy Template

Launch campaigns faster

Get your team aligned with your vision by making your boards available to everyone. Delegate responsibilities to the right people so they know what’s expected of them.

Track progress

Access the information you need to track just in one click. Filter it by status, dependency, due-date or any other value. See where you stand in the process and take informed action.

Save time in

Avoid emails. Communicate right in the task card with teammates or invite clients as viewers or guests. Get feedback and approvals faster, so nobody has to wait.

Marketing strategy in three simple steps

1. Dedicate a board for your project

Name your board and start planning your campaigns from start to finish in one, centralized workflow.

Organize the groups of your board in phases or as a timeframe and keep track off all campaign-related activities in one shared place.

2. Invite team members

Send invitations to all relevant people and do coordinated activities with ease by working on tasks together, no matter the department.

Also Invite clients or shareholders as guests and speed up the approval process.

3. Send messages & files

Communicate in your task cards. @mention people or teams and share files. From SWOT analysis to pitch presentations, production offers, reports...

Share documents, images, and feedback to avoid rework and streamline communication with everyone involved.

The features you’ll love in the Marketing strategy template

Comments & files

Collaborate with team members by having discussions right in the task card. Leave feedback, ask questions and add files.

Having all information available and in one place speeds up the process and makes it easy for everyone to catch up fast. It’s especially useful for onboarding newcomers.

Kanban view

Kanban View maximize person’s efficiency and productivity, by visually sorting items by status. Plus you can drag and drop your tasks like sticky notes through the workflow.

By having your tasks sorted by relevance, you make your projects transparent, leaving almost no space for misinterpretation.


Filters can help you track specific details. You can easily narrow it down to the right information, like high priority tasks or due date, and make sure nothing gets blocked.

Filtering the way you view your projects, gives you clarity and vision where you are and where you want to go.

Explore Plaky more and do more

Discover versatile tools and resources that can help your team plan and execute the best campaigns.