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Advertising Agency Workflow Process Template

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Creativity without structure will seldom help you reach your desired objective. To help you with this, you can easily use a template to shape your agency’s work process in a better way.

The creative workflow process of any advertising agency involves certain fundamental steps:

Start with your creative brief. It gives you an outline of what the client is looking for in terms of content, target audience and budget.

  • Set project milestones. This will ensure that you are moving in the right direction.
  • Divide the entire process into smaller tasks to simplify the work.
  • Assign team leaders and team members to each task. This eliminates repetitive work and guarantees that each task is worked upon.
  • Identify the risks and potholes so that you can keep them in check.
  • Brainstorm creative ideas by doing extensive research on your project.
  • Keep track of each task using well-designed templates.
  • Ensure that the work being done is within the client’s budget.
  • Review and recheck your work before seeking final approval.

Why do you need an Advertising Agency Workflow Process Template?

A well-planned creative flow chart will help your advertising agency produce and deliver quality products to your clients and improve your ad agency’s efficiency and popularity.

Establishing this agency process workflow and keeping track of it to get the desired results can occasionally prove to be difficult for your advertising agency.

Well, we at Stackby, have come to your rescue! Put on your creative hats and get to work with our tailor-made Advertising Agency Workflow Process Template for your advertising agency! With multiple clients and an even greater number of ads, you can use our workflow process template to streamline your advertising agency creative process and achieve your goal.  

Who is this template for?

This template will be best used by Advertising agencies, SEO agencies, creative agencies, marketers, and startups. 

How can Stackby’s Advertising Agency Workflow Process Template help you?

You can use our template to:

  • Keep track of all your advertising agency projects in one place.
  • Create and edit your process workflow anytime.
  • Track the start and end date of each task to avoid delays.
  • Assign team members to each task to increase accountability.
  • Track the amount spent on each ad and compare it with the assigned budget.
  • Store all the specifications of each ad on one platform (This includes size, preferred format, spec type, etc)
  • Assign status to each ad type (Yet to start/ WIP/ Done/ Revision)
  • Use our Status Board, which is available in Kanban view to access all your advertising agency projects easily.

This free advertising agency workflow process template with a simple and easy-to-use interface. It is a one-stop solution to all your workflow problems! Use it now and see the difference!

You will also find these templates useful: Video Production Planning and Tracking, Digital Video Production