| Back office workflow assessment | Current marketing tasks, tools, roles, handoffs, bottlenecks, risks, and service opportunities | Assessment report and workflow map | Discovery and baseline | Current process notes, stakeholder input, task examples, platform access |
| Service scope and operating plan | Agreed task categories, service levels, ownership, exclusions, escalation path, and reporting cadence | Service blueprint and RACI | Scope definition | Business priorities, approval rules, workload estimate, security requirements |
| Task intake and campaign tracker | Marketing requests, owners, priority, due dates, status, blockers, approvals, and completion notes | Shared tracker or project board | Setup and ongoing delivery | Task criteria, requester list, priority rules, tool preference |
| Campaign launch checklist | Asset readiness, links, UTM rules, QA steps, approvals, platform checks, and launch records | Checklist and QA log | Campaign setup | Channel requirements, creative assets, final approvals, launch dates |
| Content operations support pack | Content calendar, CMS draft status, metadata fields, file locations, publishing notes, and version records | Calendar, CMS records, and status notes | Production support | Approved copy, images, SEO notes, brand standards |
| CRM and list hygiene log | Field updates, duplicate checks, segmentation notes, campaign associations, and data-quality issues | CRM notes and spreadsheet log | Data operations | Access permissions, field definitions, consent rules, list sources |
| Reporting input pack | Performance exports, KPI inputs, campaign notes, issue summary, and interpretation prompts for decision meetings | Spreadsheet, dashboard notes, or report draft | Reporting cycle | KPI definitions, platform access, previous reports, stakeholder questions |
| SOP and knowledge base | Repeatable steps, naming rules, quality checks, escalation criteria, and handover instructions | SOP documents and knowledge base | Setup and optimisation | Existing documentation, team standards, review feedback |
| Quality assurance checklist | Link checks, tracking checks, formatting checks, file checks, naming checks, and approval validation | QA checklist and exception log | Pre-launch and recurring review | Quality criteria, platform access, approval responsibilities |
| Managed-service review summary | Completed work, backlog, blockers, service levels, risks, improvement actions, and upcoming priorities | Weekly or monthly review pack | Ongoing support | Current priorities, business context, decision-maker availability |