Campaign Briefing Free Template

Stop chasing information and wasting time by collecting everything you need and in a single place. With this template, your team will receive standardized campaign briefings from stakeholders so they have all the right information the first time.

Pipefy’s Campaign Briefing template helps you streamline campaign execution, from setting priorities, to adjusting the final version accordingly to stakeholders’ feedback. All with full visibility overdue dates, workload distribution, and campaign’s completion percentage.

With this Campaign Briefing template, you’ll have access to a customizable private form with all information needed to streamline your briefings.

The template comes with recommended fields, like stakeholder’s name and contact, goals, estimated budget and costs, references and more. You have full control to edit it according to your company’s needs, choosing which information is mandatory and getting the most out of different formats, from dates to checkboxes, currencies and document attachments.

The form is internal, but you can make it public by sharing a unique link or adding it to service portals. All information will be received in your Campaign Briefing’s process.

Use this template to guarantee no details get lost. From filling out checklists to completion percentages, screening reference materials, and approving deadlines, you can do it all within the template.

Gain full control over your campaign briefing’s deadlines, track the team’s workload, and get hassle-free approvals. Automate key steps, like approving and collecting feedback, to get back more of your time.

Remember it’s all flexible, so you can customize all phases and fields accordingly to your team’s needs.

With Pipefy’s Dashboards and reports, you can easily analyze a team’s performance with indicators like the number of requests, by department, or lead cycle time.

Build and combine data from your Campaign Briefing process and track the progress of each request to optimize your strategies.