Marketing Agency Client CRM Template

Are you a PR agency looking for ways to manage your projects, handle your clients and track your team's progress? If yes, then you must try Stackby’s PR Agency CRM template. This is a pre-built template, created by our experts for PR agencies who want to: Start building/ maintaining their contact lists  Understand what is important for their contacts Keep in touch with their clients and contacts  Monitor their pitches & team's activities  Collaborate with the team to get things done  Stay up to date on every project/client  Measure the results  CRM or Customer Relationship Management can help Public Relations (PR) teams to manage their interactions with their current and potential clients. As we all know that a CRM is not just about maintaining and managing contacts, but is about building and managing relationships with your clients. So, public relations teams can take advantage of this feature of a CRM tool and nurture their client relationships in a more organized fashion. Top 3 benefits of using our pre-built CRM for public relations: Manage contacts in a breeze: Say goodbye to spreadsheets and store all your press contacts in one place. Our PR Agency CRM template can be further used to store complete details of your contacts like their social media handles, files, documents, contracts, meeting history, payments, invoices, email correspondence, and much more!  Follow-up consistently: No need to go back and forth with your clients or PR contacts for confirming the meeting timings. You can keep a track of your schedule from your PR Agency CRM, take meeting notes, and share the details of your meetings with your team.  Track your progress: If you want to track which of your PR pitches got approved, how many pitches got published, what’s the community size of every publication where your brand got exposure and so on, you can use this CRM template.  Who can use Stackby’s PR Agency CRM Template?  Our pre-built template of CRM for PR agencies is useful for PR agencies or marketing agencies who are handling the public relations of different clients.  How will Stackby’s PR Agency CRM Template help you?  The CRM template for PR agencies by Stackby includes three separate tables to monitor and record your progress in article creations, publications, and press contacts respectively. With this template, you will be able to do the following: Monitor all the PR articles that you are creating  Attach briefs related to every article  Store the links for every article so that you can access them at any time  Track which articles are published under which publication  Store the date and time of publication of the articles  Maintain any notes related to PR articles  Track all the publications and their status (Trade publications, online articles, blog, etc) Track the contacts related to every publication  Keep a record of the press contacts (publication, face shot, email address, community size, articles, etc) Using our PR agency CRM template is safe and secure. It is much more than keeping a track of your tasks in a spreadsheet. Now you can organize all your PR-related tasks for every client in a much robust way and share the project with your team members and/or clients, all at the same time.Related Template: Product Competitor Analysis

This Go-to-Market Strategy template helps teams plan and execute successful product launches. It includes a roadmap with linked features like product launch campaigns, customer acquisition strategies, and feedback loops to ensure product-market fit and drive growth in target markets. 

Are you seeking a competitive advantage in the cutthroat world of SEO? Look no further than Stackby's SEO Competitor Analysis Template. This robust template lets you evaluate your competitors' digital footprint, from their website performance to social media engagement. By benchmarking your SEO efforts against theirs, you can identify gaps, emulate successful tactics, and craft a winning strategy that catapults your website to the top of search engine results. Unleash the power of competitive analysis and watch your online visibility soar. What is SEO Competitor Analysis? SEO competitor analysis is the process of evaluating and analyzing your competitors' online presence and strategies to gain insights and identify opportunities for improving your search engine optimization (SEO) efforts. It examines their keywords, rankings, backlinks, content strategies, and overall SEO performance. SEO Competitor Analysis Checklist Here is a checklist for conducting an SEO competitor analysis: Identify Competitors: Determine your main competitors in the industry or niche. Analyze Website Structure: Evaluate the structure and organization of their website, including navigation, URL structure, and internal linking. Keyword Analysis: Identify the keywords they target and rank for in search engines. Content Evaluation: Assess the quality, relevance, and depth of their website content compared to yours. Backlink Analysis: Analyze their backlink profile to identify the sources and quality of their inbound links. And a lot more. What is the Competitive Analysis Matrix? A competitor matrix is a visual tool that allows you to compare and evaluate your performance against your competitors across various SEO metrics. It provides a comprehensive overview of critical factors like keyword rankings, organic traffic, backlink profiles, social media engagement, and more. You can identify gaps and opportunities to refine your SEO strategy with a competitive analysis matrix. Why Would You Want to Run Competitive Analyses of Keywords? Running competitive analyses of keywords enables you to understand which keywords your competitors are targeting, their ranking positions, and the level of competition. This information helps you refine your keyword selection and optimize your content for better rankings and visibility in search engine results pages (SERPs). A Brief Overview of Stackby's SEO Competitor Analysis Template Stackby's SEO Competitor Analysis Template is a powerful tool designed to simplify and streamline conducting a thorough SEO competitor analysis. This Ahrefs API connector template provides a centralized platform to track and analyze your competitors' SEO metrics, keywords, backlinks, etc. The Ahrefs API is an application programming interface provided by Ahrefs, a leading SEO tool. It allows developers and users to extract and interact with data from Ahrefs' extensive SEO database programmatically. By integrating the Ahrefs API with our template, users can seamlessly fetch and sync data from Ahrefs directly into their analysis sheet. Who is This SEO Competitor Analysis Template for? This template is ideal for digital marketers, SEO professionals, and businesses wanting to gain a competitive edge online. Whether you're an SEO agency, an e-commerce business, or a content marketer, it will help you assess your competitors' strategies and make informed decisions to improve your SEO performance. Why Do You Need Stackby's SEO Competitor Analysis Template Free? Gain insights into your competitors' keyword strategies, backlink profiles, and SEO performance to identify areas for improvement. Track and compare your rankings, organic traffic, and social media engagement with your competitors. Analyze content gaps and opportunities to create targeted and relevant content that outperforms your competitors. Monitor changes in your competitors' SEO metrics and adapt your strategy accordingly. Ways to Customize Our SEO Competitor Analysis Template Integrate the template with Ahrefs API connector to import SEO data and automate the analysis process. Customize the table columns to include the specific SEO metrics and data points you want to track. Create different views and filters to focus on competitors, metrics, or periods. Collaborate in real-time with your team by adding comments, assigning tasks, and sharing insights within the template. Connect with three Ahrefs API functions (domain ratings, backlinks, and website metrics). Table Included in Our SEO Competitor Analysis Template Competitors: This table allows you to track and analyze your competitors' performance metrics, keywords, backlink profiles, and other relevant data directly from Ahrefs API functions Note: You need a paid Ahrefs Enterprise account to use this template. While our template provides a comprehensive structure for SEO competitor analysis, you can customize and adapt it based on your specific requirements and tools used for analysis. Ready to Automate Your SEO Analysis? Sign up for Stackby today, explore our SEO Competitor Analysis Template, and take your SEO efforts to new heights!

Are you struggling to keep your brand assets organized and easily accessible? Are your logos, banners, and style guides scattered across different folders and platforms, making it challenging to maintain brand consistency?  What if there was a simple yet powerful solution that could transform your brand asset management experience? Introducing Stackby's Brand Asset Management Template, the ultimate tool to centralize and streamline the management of all your brand assets. What is Brand Asset Management? Brand asset management is like keeping all the important things that represent your brand, such as logos and style guides, organized in one place. It helps you make sure your brand looks and feels the same everywhere, making it easier for people to recognize and trust your brand. What Does Stackby’s Brand Asset Management Template Offer? The Stackby Brand Asset Management Template is designed to simplify and enhance the way you manage your brand assets. Here's a closer look at what it brings to the table: Centralized Storage: Say goodbye to scattered files and folders. With this template, you can store all your brand assets in one secure and easily accessible location. Effortless Organization: Categorize your assets based on type, department, campaign, or any other criteria that suit your workflow. No more sifting through endless folders to find what you need. Version Control: Keep track of different versions of your assets, ensuring that everyone on your team uses the most up-to-date materials. Access Control: Control who can view, edit, or download your brand assets. Maintain brand consistency and security with ease. Asset Details: Store vital information about each asset right alongside the files. This could include usage guidelines, copyright information, and other relevant data. Efficient Search: Our template comes with powerful search and filtering options, making it a breeze to locate the exact asset you need, precisely when you need it. Integrations: Seamlessly integrate this template with other Stackby tools and templates to enhance your brand management workflow further. Whether you use it alongside project management or marketing planning, Stackby has you covered. Who Can Benefit from this Template? The Stackby Brand Asset Management Template is a versatile tool that caters to various professionals and businesses. Marketing Teams: Ensure brand consistency across all marketing materials, from social media posts to ad campaigns. Design Agencies: Simplify collaboration between designers, clients, and other stakeholders while keeping all project assets in one place. Small businesses: Improve your professionalism by maintaining a well-organized brand image without the need for a large marketing team. Large Enterprises: Streamline asset management across multiple departments and locations to maintain a cohesive brand identity. How to use Stackby's Brand Asset Management Template? Add tables to track your brand assets. Customize tables and views to meet your needs. Import your brand assets from CSV files, tables, Microsoft Excel, Microsoft Access, Apple Numbers, Trello, Asana, Google Sheets, Dropbox, OneDrive, Gmail, Facebook, Instagram, GitHub, or Google Photos. Categorize and organize your brand assets. Collaborate with your team. Use your brand assets in your marketing materials. Here are some additional tips: Filter, sort, group, and tag your brand assets to find them easily. Use comments and history to track changes to your brand assets. Don't let the chaos of scattered brand assets hold you back. Sign up for Stackby today and take control of your brand's visual identity with our Brand Asset Management Template.Checkout other related Template :Sales Pipeline Sales Asset Management 

Boost your website’s search engine optimization with this backlink analysis template. SEO is carried out on multiple fronts and consists of several aspects and techniques. Backlinks form an essential part of any effective SEO strategy. They help you discover which websites fall in your niche and share the same audience.  What are backlinks? Backlinks are links from a page on a website to another website. It is a very common concept in search engine optimization and contributes to the ranking of a website on a search engine. Put in simple terms, when a web page links to any other page, it is called a backlink. There are two types of links that you must know of - nofollow links and dofollow links. Nofollow links do not contribute to the ranking of a webpage. The presence of a nofollow tag tells the search engine to ignore that link. On the other hand, dofollow links are links without a nofollow tag. It is the default state of any link. How will backlinks help you? If you’re going to spend your time and resources developing and maintaining quality backlinks, then it’s good to know how they will help your business: The number of backlinks indicates the popularity of your website. Quality links from authoritative websites add credibility to your web page. They tell a search engine that others vouch for and refer to your web page. Drive traffic to your website, which leads to increased awareness about your company or product. Increase the web presence and visibility of your website. For a backlink to significantly contribute to your company website’s search engine ranking, it should be from an authoritative, relevant, and quality site. Analyzing your website’s backlink profile enables you to understand if your current strategy is working in your favor. What is Serpstat? Serpstat SEO is a tool that can be used by your marketing team to conduct comprehensive SEO analysis and SEO rank reporting of your website, including backlink audit and analysis. However, keeping track and monitoring all the backlink analysis-related data can sometimes be challenging. This is why we, at Stackby, developed an SEO Backlink Analysis Template! With our SEO link analysis reports template, you can import and integrate all your backlink data from Serpstat with the click of a single button! Out of all the available analytic report templates available, here’s why you should choose us. How will Stackby’s SEO Backlink Analysis Template Help You? With this template, you will be able to: Keep track of the backlink analysis of all your websites. Monitor the total outlines, external domains, and referring IPs. Track the dofollow and nofollow links data. Record the referring links and referring domains. Create a backlink analysis report for stakeholders or managers.  Monitor and update other backlink analysis data as and when required. What are the Features of SEO Backlink Analysis Template? #1 Analyze your competitors: Discover who are your top competitors and have the same backlinks as you.  #2 Find opportunities: Tap into the missed backlink opportunities by checking the backlinks of your competitors.  #3 Analyze and Report: Generate a backlink analysis report and share it with your team. You can change the SEO analysis report format based on your business requirements.  Monitor all your web pages’ backlink profiles from a single interface with minimum effort! Use our free template today!  Other SEO Templates: Keyword Research template: to automate your keyword research and content planning process SEO Keyword Tracker template: to track your domain’s num b er of keywords

A B2B content calendar template can help you structure your content creation and plan what you are exactly going to do. It provides you with a bird’s eye view of all the content that you are generating for different businesses. You can check the status of upcoming content pieces, assign content creation to different team members and stay on schedule. Overview of B2B Content Calendar Template Manage Content Details in One Place With Stackby’s content calendar for B2B companies, you can manage all the details related to content creation in a single place such as Content titles Description Keywords Number of words Company Channel Stage of Content Production Thumbnail Content Type Publish date Completion date Campaign team Campaign lead Track Company Details Pur B2B content calendar enables you to manage the details of the companies for which you are creating content. You can track the total number of words written for each company and the total revenue generated. Manage Content Types Our B2B content calendar template allows you to track all the content types that you are creating for different businesses such as how-to content, guides, reports, quora answers, etc. You can provide a description or writing pattern for each content type to help all your writers understand the goals of a content type. Track Content Leads and Team Members Find which team member is working on which content and manage their details such as name, email, phone number, etc. in one place so that you can coordinate with them easily. Other features of Stackby’s B2B Content Calendar Template Visualize content pipeline using Kanban View Use Calendar View to track your content schedule Use Content Request Form to collect content requests from different businesses Track all assets using Gallery View Watch: How to use custom forms in Stackby  Benefits of Using a B2B Content Calendar Take the stress out of your content marketing strategy Improve the quality of the content that you create Ensure that your content is based on the required marketing strategy Collaborate on the content creation process with your team and ensure transparency Be prepared for important dates and make sure the content is ready before deadlines Start small and make big changes in your workflows! A B2B calendar is necessary to stay organized and successful in every content writing task. Yet, putting together the perfect content calendar for your team could be a daunting task. We recommend that you start small and then keep adding comprehensive details to your content calendar. Other Content Calendar Templates to Try: Blog Content Calendar Template Social Media Calendar TemplateDigital Content Calendar Template 

In the era of digital and technological revolution, your entire world can be reduced to the screen of a tablet! From shopping for everyday groceries to buying a car, we resort to the online world for literally everything! So, the companies selling their products and services have to ensure that the user experience of their website is flawless if they want customers to be loyal to their brand in the long run. A company’s primary online presence is its website. The website is used to launch and sell products and provide customer service. Now, consider a situation where you want to buy a company’s product. The first thing you’ll do is visit their website. However, if it takes too long for the website to load, there is a high chance that you will change your mind and switch to another brand. This clearly depicts the need for peak website performance and the inclusion of our Website Performance Management Template.  Every company monitors and manages particular aspects of their website to ensure that it is optimized to the max. This is website performance management. Website performance management is analyzing and monitoring the website to make sure that it interacts seamlessly with users. Why is it important? Ensures that the site’s content does not take too long to load. Enhances customer experience. Reduces bounce rates and, in turn, increases customer retention and contributes to brand loyalty. Increases the number of visits and conversions to your website. Creates a good impression and improves brand perception. How does Google’s PageSpeed Insights help? PageSpeed Insights is a tool that analyses your website and highlights the issues causing the low speed and performance of your website. It performs this function for both the mobile and desktop versions of your website. With PageSpeed Insights, you can conduct an on-page performance audit of your website to gauge its speed and improve its SEO rank. Once you’ve perfected your performance management plan, executing and keeping track of everything is key to success. That’s where our Website Performance Management Template comes in.  With Stackby’s Website Performance Management Template, you can integrate your website performance data from PageSpeed Insights and keep track and update each detail from a single interface! Using Stackby’s Website Performance Management Template, you will be able to: Track the performance of your website without any hassle! Store a list of the websites whose performance you’re tracking and analyzing. Import performance analysis data from PageSpeed Insights. Record the total byte weight and input latency. Monitor the request count and transfer sizes. Keep track of the bootup time. Record and monitor the speed index. Update the records to get a real-time analysis of your website’s performance. Stackby’s state-of-the-art performance review template will make website performance management a walk in the park for your SEO & marketing team!

Gone are those days of maintaining spreadsheets and post-it notes to organize your PR clients or team. Now, sales, media, and PR professionals can manage their activities with the help of a Customer Relationship Management tool. This will help you streamline your daily tasks and keep all your PR contacts in one place.  What is the PR and Media CRM Template? Stackby brings an easy CRM tool that helps you monitor all your PR and media activities in one place. Here are 4 major benefits of using this template: You can manage your PR contacts: The CRM template allows you to store and manage all your PR and media contacts in one place. You can store all their information like contacts, social media, phone numbers, or even their birthdays! You can have consistent follow-ups: You do not have to go back and forth with your team or check your notes regarding your schedule. You can handle your appointments with your PR clients or contacts from this CRM only.  You can track your publications: If you want to remember which PR article was published at which channel, this CRM template is going to be very useful. It lets you track everything related to PR content such as authors, publish date, publishing channel, etc.  You can develop more personal relationships: The main aim of a CRM is to help you create better relations with your customers/ clients/ contacts. As you collect more and more information about your PR contacts or PR channels you can develop content that would be relevant to them. Thereby, increasing your chances of getting the exposure and making an impression on them at the same time.  Who can use Stackby’s PR and Media CRM Template? This template is useful for PR agencies, PR managers, PR management teams, Marketing teams, and Business owners.  How will Stackby’s PR and Media CRM Template Help You? Stackby’s PR and Media CRM Template makes it much easier for PR management teams to collaborate with each other in real-time. With this template, you will be able to do the following: Track everything about the PR articles that have been published for your business (author, publish date, due date, URL, status, media channel, publication channel, etc) Track and monitor your PR contacts such as their expertise, contact details, status, articles published, publication channels, and so on Manage all your publication channels in one place (articles published, number of articles published, type of publisher, etc) A public relations and media CRM can alter the way you have been working till now. This template gives you a robust structure to maintain your accounts and track your PR publications. Check out other related Templates : Ad Campaign Planning Template Business Development CRM Marketing Asset Management Email Marketing Calender  

Have you ever wondered how more people can find your website or how to increase the traffic through your website? The best and easiest way is SEO or Search Engine Optimization . In the current digital era, most of us rely on search engines if we want to find something. Whether it’s the location of a restaurant we want to visit, the nearest grocery store, or the next new phone launch, search engines (mostly Google!) are the answer to every question we might have. So, if you are running an online business, it is essential to ensure that potential customers can find your website easily. It should be the first website that shows up when they search for your product or service. This is where SEO and our Off-page SEO Template come in. What is an Off-Page SEO Template? Stackby’s off-page SEO template is designed to help marketers and SEO specialists to keep track of all the off-page SEO metrics in one place. This template comes with an interlinked Moz API that can help you keep track of Domain authority Page authority Root domain External redirect pages to page External pages to page and many more! How can Stackby’s Off-Page SEO Plan Template Help You? Using Stackby’s Off-page SEO Plan Template, you can: Record all the websites and their corresponding SEO data on a single platform . Monitor the domain authority and page authority scale data. Track the external backlinks and external redirects. Keep track of other off-page metrics, including root domains to page, nofollow pages, nofollow root domains, and external nofollow pages. Monitor and import all the above metrics from Moz API automatically. Why does your business need SEO? Search Engine Optimization is the technique or process of optimizing your website and its content to increase its ranking on a search engine. Almost 94% of people who Google something clicks on links on the first page only. Hence, your website must be in the top few search results. This will help drive traffic to your website. Keep in mind that SEO is concerned with organic traffic and not paid search results. It is cost-effective and has a high return on investment. Drives traffic to your website, increasing brand awareness. The traffic pulled in by SEO can turn into conversions and boost your sales and revenue. A high ranking in search engines adds credibility to your website and improves brand perception. Customers prefer organic links over paid listings in a search engine. SEO can be both on-page and off-page. Off-page SEO encompasses all the techniques used and efforts taken outside your website to improve its ranking in search engines. From backlinks to internal links and link building, experts use several methods to optimize a website’s off-page presence . However, with too many website pages and even more metrics data, recording and tracking everything can be cumbersome. With the help of Stackby’s Off-page SEO Plan Template, you can create order out of that chaos. You can now integrate the interface with Moz SEO API for easier tracking and better optimization. Other API SEO integrations that you can use with this template: PagespeedSerpStat AhrefsAlexaSEMRush Check out this video on how to connect columns to an API + Data Explorer in Stackby Other SEO Templates to try: SEO Backlink Analysis Template Keyword Research Template Google Analytics Report Template Technical SEO Audit Template SEO Strategy Template To track your on-page metrics, check out the On-page SEO tracker template.

Public Relations or PR is one of the most effective ways for businesses to build a strong online reputation. It involves creating strategies for how a business can create their goodwill and develop a cordial, trustworthy relationship with their target audience.  A good PR strategy can actually change the future of your business and help you overcome any obstacle. A business may have its own PR management team or may hire an agency to manage its public relations.  Benefits of a PR Agency  Public relations agencies can improve the credibility of a business. PR helps in sending a positive message about the organization to the audience and ensures that your customers respond positively. With the right PR message, you can build trust with your target audience.  A PR agency can increase brand awareness by helping your target audience understand your product and services. PR agencies or teams find channels and influencers who can spread the message of the company to the right audience. The more people will come to know about your brand, the more likely they will connect with it.  PR agencies can be a huge help in disaster management. For instance, when your business receives some bad reviews from a few customers. In such a case, you need to clarify your image instantly and showcase to people that you have handled the issues gracefully. This can be done with the help of social media, press releases, and posting content on promotional sites.  PR agencies can showcase how you are a huge member of the community and the efforts you are making towards the betterment of the community. For instance, if your business is involved in Corporate Social Responsibility (CSR) activities, PR can use that to enhance your brand image.  Last, but not least, PR agencies can help you find new customers and increase your sales. Your business stories and press releases form a doorway for new customers. PR teams ensure that your message is crafted the right way and resonates with your target audience.  Who can use Stackby’s PR Agency Activity Tracker Template? This template is useful for PR agencies or marketing agencies who are handling the public relations of different clients.  How will Stackby’s PR Agency Activity Tracker Template help you?  With Stackby’s PR Agency Activity Tracker Template PR agencies can track the different PR tasks being implemented. They can keep a check on which team member is responsible for which task.  With this PR Agency Activity Tracker template, you will be able to do the following:  Track all your PR tasks in one place Monitor the type of PR tasks for every client Set priorities on different PR tasks (High/ Medium/ Low)  Track the leads associated with each task Monitor the deadlines with every PR task  Add notes related to every PR task  Record the people responsible for different PR tasks  Track the status of the PR task, whether a task is completed  Store the invoice for every PR task Stackby’s PR Agency Activity Tracker Template gives you the complete picture of all your PR tasks in one place. You can also add more columns and data to the template and personalize it the way you want. Sort your workflow easily with Stackby.Checkout more related Templates : Product Competitor Analysis