<aside> 💡 Tip → Use this template to streamline the process of approving campaigns and briefs with external agencies. It includes an overview, a table for tasks and deliverables, an approvals checklist, and an embedded Calendly booking page for scheduling review time.

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📑 Campaign Overview/Outline

Provide a brief summary of the campaign. Outline the goals, target audience, key messaging, and any other pertinent information.


🗂 Tasks, Deliverables, and Approvals

Use the table or calendar view to track tasks and deliverable dates. This will help ensure that everyone is aligned on what needs to be done and by when.

↓ Click the All Tasks dropdown below to see custom views for various stages of the pipeline.

Tasks


📆 Schedule Review Time with Agency and Internal Teams