| Team setup blueprint | Role mix, responsibilities, capacity plan, reporting lines and escalation model | Operating model document | Setup | Business goals, budget assumptions and internal owner names |
| Marketing pod onboarding plan | Access needs, tool inventory, knowledge transfer, communication cadence and first-priority backlog | Onboarding checklist and handover pack | Setup | Platform access, brand assets, prior reports and policies |
| Campaign calendar | Planned campaigns, channel activity, owners, deadlines, dependencies and approval windows | Shared calendar or project board | Planning | Promotional priorities, offers, product information and approvals |
| Content and creative production workflow | Briefs, drafts, design coordination, review cycles, publishing support and asset tracking | Brief templates and production board | Production | Brand guidance, source material and subject-matter input |
| SEO and content support pack | Keyword priorities, content briefs, optimisation tasks, metadata updates and publishing coordination | SEO task list and content files | Implementation | CMS access, keyword targets, existing pages and technical constraints |
| Paid media and campaign support | Campaign setup assistance, audience coordination, ad copy, landing page needs and QA checks | Campaign support records and QA checklist | Implementation | Ad account access, budgets, creative assets and approval rules |
| CRM and automation coordination | Lead capture requirements, nurture workflows, tagging needs, handoff notes and data hygiene tasks | Workflow notes and CRM coordination brief | Setup and implementation | CRM access, lifecycle definitions and sales process input |
| Performance reporting pack | KPI dashboard notes, activity summary, insights, known limitations, risks and recommended next actions | Monthly or agreed-cadence report | Reporting | Analytics, CRM, channel data and decision criteria |
| Quality assurance records | Pre-launch checks, link review, tracking verification, brand checks, approvals and change notes | QA checklist and change log | Quality assurance | Final assets, access permissions and approval accountability |
| Knowledge base and handover | Process notes, templates, access register, recurring task lists and documentation for continuity | Documentation repository | Ongoing support | Tool access, internal process notes and confirmed ownership |
| Optimisation backlog | Testing ideas, prioritised improvements, blockers, evidence notes and next-step recommendations | Backlog board and review notes | Optimisation | Performance data, business priorities and stakeholder decisions |