Managing multiple clients, campaigns, and communications can be a challenging task for any marketing agency. Keeping everything organized and ensuring seamless communication with clients is key to delivering successful marketing campaigns. Stackby’s Marketing Agency Client CRM Template is designed to simplify client management, streamline your workflow, and enhance client relationships. Whether you’re a small boutique agency or a large marketing firm, this template will help you stay on top of your game and deliver exceptional results. Why Use the Marketing Agency Client CRM Template? Centralized Client Information Say goodbye to scattered spreadsheets and endless email threads. Stackby’s marketing agency management software centralizes all your client information in one place. You can store everything from contact details and project briefs to campaign progress and feedback, ensuring that you have all the information you need at your fingertips. Streamline Communication Effective communication is the cornerstone of any successful client relationship. This template allows you to keep detailed records of all interactions with clients, making it easy to follow up, provide updates, and address any concerns promptly. By having a clear communication log, you can ensure that every client feels valued and informed. Manage Campaigns Efficiently Running multiple campaigns for different clients can be overwhelming. Stackby’s template helps you organize and track all your campaigns in one place. From initial planning to execution and reporting, you can manage every aspect of your campaigns seamlessly, ensuring timely delivery and high-quality results. Customizable and Flexible Every client and campaign is unique, and Stackby’s template is fully customizable to fit your specific needs. You can add custom fields, adjust layouts, and organize data in a way that works best for your agency. This flexibility ensures that the template evolves with your business. It is an in-house crm agency for you. Who Can Benefit from This Template? Marketing Agencies Marketing agency workflows of all sizes can use this template to manage their clients more effectively. It provides a comprehensive solution for organizing client information, tracking campaign progress, and ensuring seamless communication, helping agencies deliver exceptional results. Freelance Marketers Freelance marketers handling multiple clients can benefit from this template by keeping all their client information and project details organized in one place. It simplifies client management and helps freelancers provide a professional and efficient service. Digital Marketing Teams In-house digital marketing teams can use this template to manage their internal clients or departments. It helps track campaign progress, maintain clear communication, and ensure that all marketing efforts are aligned with business goals. Account Managers Account managers responsible for maintaining client relationships can use this template to keep detailed records of client interactions, project statuses, and feedback. This helps in providing timely updates and maintaining strong client relationships. Managing client relationships and marketing campaigns doesn’t have to be overwhelming. Stackby’s Marketing Agency Client CRM Template provides the tools you need to stay organized, streamline your workflow, and enhance client satisfaction. Whether you’re a marketing agency, a freelancer, or an in-house team, this template helps you deliver exceptional results and build strong client relationships. Start using Stackby’s Marketing Agency Client CRM Template today and take your client management to the next level! 

Content Distribution Checklist

SEO Competitor Analysis

Marketing Strategy

This Marketing Strategy template aligns key marketing objectives like brand awareness, lead generation, and customer retention with actionable roadmap features. It includes initiatives like digital advertising, influencer partnerships, SEO optimization, and loyalty programs to drive growth and engagement across channels.

Stackby Booking System Template for managing appointments and reservations. Templates

Books Catalog

Managing a book collection, whether personal, academic, or for a library, can be overwhelming without a structured system. Keeping track of book titles, authors, genres, and availability is essential to ensure easy access and prevent duplicate purchases. Stackby’s Books Catalog Template provides a simple yet powerful way to catalog, organize, and manage books efficiently. Whether you're a book lover, librarian, teacher, or bookstore owner, this template helps you keep your collection structured and searchable, ensuring that every book is accounted for. Why Use the Books Catalog Template? Without an efficient cataloging system, managing a book collection can be challenging. Common issues include: Losing track of borrowed books Difficulty finding specific books quickly Buying duplicate copies due to poor inventory tracking Struggling to maintain reading lists and progress Organizing books manually, leading to inefficiencies With Stackby’s Books Catalog Template, you can automate and streamline book management effortlessly. How the Books Catalog Template Works in Stackby This template includes well-structured tables to manage book details effectively: 1. Books Table The main table where book records are stored, including: Book Title – Name of the book Author – The writer(s) of the book Genre – Fiction, Non-Fiction, Mystery, Science Fiction, etc. Publication Year – The year the book was published ISBN – Unique identifier for the book Availability Status – In Library, Checked Out, or Lost Reading Progress – Not Started, In Progress, Completed Ratings & Reviews – Personal or user ratings and reviews 2. Borrowed Books Table This table helps track books that have been lent out: Borrower Name – Name of the person who borrowed the book Book Title – Automatically linked to the main Books Table Date Borrowed – When the book was taken Return Due Date – When the book should be returned Return Status – Returned or Overdue 3. Wishlist Table A dedicated space for tracking books you want to acquire: Book Title – Name of the desired book Author – Writer of the book Genre – Category of the book Priority – High, Medium, or Low Purchased – Yes/No toggle for tracking acquisitions Key Features & Benefits Organized Book Inventory – Keep an up-to-date record of all books in one place Track Borrowed Books – Easily monitor books that have been lent out and due dates Manage Reading Progress – Keep track of books you’ve read, are reading, or want to read Automated Sorting & Filtering – Search books by title, author, genre, or availability Wishlist Tracking – Maintain a list of books you plan to buy or borrow Customizable & Scalable – Adapt fields and categories based on individual or organizational needs Cloud-Based & Mobile-Friendly – Access and update your catalog anytime, anywhere Who Can Benefit from This Template? Book Collectors – Organize and track personal book collections Libraries & Schools – Maintain an efficient book lending and cataloging system Bookstores – Manage book inventory and track sales Educators & Researchers – Organize academic references and study materials Reading Clubs & Communities – Track shared books, reviews, and reading lists Getting Started with the Books Catalog Template Copy the template into your Stackby workspace Add book details to the Books Table, including author, genre, and availability Track borrowed books in the Borrowed Books Table Manage a wishlist of books you plan to acquire Use filters & views to find books easily based on category, author, or status

Marketing Calendar

Do you want to avoid juggling numerous marketing campaigns, deadlines, and team collaborations? Do you sometimes feel overwhelmed with spreadsheets, emails, and sticky notes while trying to keep track of your marketing work? You're in the right place if you said "yes" to any of these. Stackby's Marketing Calendar Template is designed to simplify and streamline your marketing efforts. Say goodbye to the chaos of scattered plans and hello to organized, efficient marketing campaigns. What is a marketing calendar? A marketing calendar is a comprehensive tool that helps you plan, organize, and execute your marketing activities over a specific timeframe. So, whether you're promoting a new product, running a social media campaign, or sending out email newsletters, a digital marketing calendar keeps everything in order. It's your trusted guide that ensures you don't forget important dates, events, or deadlines. Why is a marketing calendar important? A well-structured marketing calendar is crucial for marketing teams and businesses of all sizes. It helps you: Stay organized: A marketing calendar helps you keep all your marketing tasks in one place. No more hunting for that campaign plan or trying to remember when that email newsletter is supposed to go out. Avoid Chaos: Have you ever had two marketing campaigns collide and create confusion? A marketing calendar prevents that from happening. It keeps your campaigns spaced out and well-coordinated. Never Miss a Deadline: Important dates and deadlines won't sneak up on you anymore. With a marketing calendar, you'll always be ahead of the game. Collaborate effectively: If you work with a team, a marketing calendar is your best friend. It keeps everyone on the same page, so no task falls through the cracks. Overview of Stackby's Marketing Calendar Template Our marketing calendar template is designed to simplify your marketing planning and execution process. Plan Campaigns Efficiently: Organize your marketing campaigns by date, channel, and content type, ensuring a well-coordinated approach. Content Management: Easily add and track content creation, publication dates, and responsible team members. Visualize Progress: Use the calendar view to see your marketing schedule at a glance, helping you avoid clashes and gaps. Track Budgets: Monitor your marketing budgets, expenses, and ROI right within the template. Collaboration: Share the template with your marketing team for real-time collaboration and updates. Customize for Your Needs: Tailor the template to fit your unique marketing requirements. Who is this marketing calendar template for? This template caters to marketing professionals, teams, and businesses looking to enhance their marketing strategy and stay organized. Whether you're a small business owner or part of a large marketing team, you can customize this template to suit your unique needs. Ways to Customize Our Marketing Calendar Template Adapt the template to your requirements by adding custom fields, such as campaign details, target audience, or campaign objectives. Connect tables to establish relationships between campaigns, content, and channels for seamless coordination. Create filters and views to organize campaigns by channel, status, or priority. Utilize Stackby's Power-Ups to enhance functionality, such as integrating with popular marketing tools for automatic data updates. Implement filters and sort options to quickly access specific campaigns or prioritize them based on different criteria. Add formula fields to automate calculations and track key performance indicators (KPIs). So, are you ready to take control of your marketing strategy and make your life easier? Stackby's Marketing Calendar Template is here to help. Sign up today and experience the magic of an organized and efficient marketing calendar. It's time to make your marketing dreams a reality! Check out other related Templates: Ad Campaign Planning Template Marketing Asset Management Email Marketing Calender Restaurant Social Marketing Calendar Competitor Analysis 

Stackby blog content planner with calendar view and article tracking Templates

Blog Post Management

Publishing blog content consistently and strategically is critical for building online visibility, brand authority, and audience engagement. However, without a well-organized system, managing blog ideas, tracking article progress, assigning tasks, and ensuring timely publication can become overwhelming. That’s why Stackby offers the Blog Post Management Template—a powerful, no-code solution that simplifies your entire content workflow from ideation to publishing. This ready-to-use template is ideal for content marketers, SEO teams, freelance writers, editors, and bloggers. It helps you structure your content process, manage contributor tasks, maintain editorial quality, and ensure every blog post goes live on schedule. What the Template Includes The Blog Post Management template comes with multiple pre-built tables designed to streamline each stage of your blog management workflow. The template is flexible, collaborative, and can be customized to suit your specific content process. 1. Blog Posts Table This is the central hub where you track each article throughout its lifecycle. It includes the following key fields: Blog Title Assigned Writer Category or Topic Target Keywords SEO Intent Content Status (Idea, In Draft, In Review, Ready, Published) Priority Level Target Publish Date URL Notes You can view articles in a grid, calendar, or Kanban format to see what’s in the pipeline and when it’s due. This table keeps your publishing process transparent and manageable. 2. Content Ideas Table Capture every new idea the moment it arises. This table acts as a brainstorming and validation board where team members can suggest and rate ideas before they are moved into the content queue. Fields include: Idea Title Suggested By Target Audience SEO Focus Content Type (Blog, Guide, Listicle, Case Study, etc.) Approval Status Use this table to maintain a consistent flow of fresh, relevant content ideas that align with your strategy. 3. Writers Table Manage your writing team with clarity. This table keeps track of each writer's information, availability, and assignments. Writer Name Contact Details Assigned Articles (linked to Blog Posts table) Availability Status Rate (if working with freelancers) Notes or Feedback It’s especially useful for managing external contributors or freelance content teams. 4. Editorial Checklist Table Ensure every blog post meets your publishing standards before it goes live. Use this linked checklist to track: Proofreading SEO Optimization Internal Linking Meta Tags Visual Assets Final Approval This helps your team maintain quality and consistency across all published content. 5. Content Calendar View The template includes a calendar view that helps you visualize the publishing schedule and maintain content consistency. You can filter by publish date or category and ensure posts are evenly spaced and aligned with campaigns or events. Key Features & Benefits All-in-One System: Track blog ideas, writing progress, team responsibilities, and deadlines in one place. Custom Workflows: Adapt the template to fit your editorial process—whether you follow a linear or multi-stage review system. Real-Time Collaboration: Team members can comment, update status, and assign tasks instantly. Integrated Views: Use calendar, grid, and Kanban views for flexible content planning and visual management. SEO Tracking: Monitor keywords, content types, and SEO intent for every post to align with organic marketing goals. Automations & Integrations: Integrate with tools like WordPress, Slack, Gmail, or Trello to automate notifications or publishing workflows. Who Should Use This Template? Marketing Teams: Coordinate blog content creation and publishing with contributors, designers, and SEO specialists. Content Agencies: Manage multiple blog clients and keep editorial processes standardized. Freelance Writers & Bloggers: Organize personal content pipelines and ensure content quality without using complex tools. Startup Founders & SMEs: Kickstart blog publishing as part of your brand’s marketing growth strategy. Why Choose Stackby? Stackby brings the simplicity of spreadsheets with the power of a database and the flexibility of project management tools. With the Blog Post Management Template, you don’t just track blog posts—you optimize the process to consistently deliver high-performing content. Customize it to fit your team’s needs, collaborate in real time, and manage your entire content calendar with precision and ease. Start using the Blog Post Management Template today and bring structure, clarity, and momentum to your blog publishing process. 

Growth Hacking Experiments

Are you looking for new and innovative methods to increase the sale of your product and see your company grow? Let us introduce you to growth hacking experiments and the Growth Hacking Experiments Template. What are growth hacking experiments? Growth hacking is a relatively new concept. As the word suggests, growth hacking is solely concerned with the company’s growth. It involves a process where several experiments are conducted across a variety of channels to grow a business and expand its customer base. The concept of growth hacking has been around for a few years and is a significant reason behind the success of some very well-known start-up companies. It is less concerned with the process and more focused on the ultimate goal. While traditional marketing techniques aim to increase the traffic through your website, growth hacking, or growth marketing focuses on the entire customer journey. Growth hackers use data to track customers through their journey and conduct various experiments at each level to increase the overall growth of the company. Growth hacking is a data-driven, full-funnel marketing strategy! You may be wondering what the funnel is? Let’s breakdown the various parts of a growth hacking funnel: Awareness: Knowledge about your product. Are people aware of your product? Acquisition: The step of first engagement. What do customers see when they sign up? Activation: Did they sign-up for your product? What can you do to increase the chances that they will try out your product? Retention: Do they come back and buy again? What can you do to increase customer retention? Referral: Did they refer the product to their friends? How can you turn your current customers into channels of marketing? Revenue: How can you increase the revenue stream of your company? Due to its dynamic and experimental nature, keeping track of the entire process of growth hacking experimentation can be chaotic. Here’s Stackby’s Growth Hacking Experiments Template to the rescue! With our customizable Growth Hacking Experiments Template, you can create, strategize, and implement your growth hacks with immense ease! Using the growth hacking template, you can: Record all the growth hacking experiments planned and conducted. Add notes to each one for a better understanding of the process. Assign a category to each experiment (User Acquisition/ Automation/ Management/ Marketing/ Promotional Offer). Keep track of the channels on which the growth hacks are applied (Facebook/ Twitter/ Instagram/ Email/ Paid Ads/ Product Interactions/ LinkedIn). Track the funnel impact of each growth hack (High/ Medium/ Low). Assign a team to each experiment. Store the graphics related to each growth hacking experiment. Track the start and end date of each and monitor the status of the same (Yet to Start/ Planning/ Ongoing/ Completed). The Growth Hacking Experiment Template is highly customizable and can be modified to vibrate at the same frequency as your experiment, thereby ensuring that the whole workflow is as smooth as possible. Moreover, the recursive tasks can be automated for maximum efficiency. Brainstorm ideas and experiments and implement them with minimum effort with Stackby’s Growth Hacking Experiments Template!Checkout Related Templates :Project Planning 

Campaign Performance Dashboard

Optimize Your Marketing Campaigns with Real-Time Performance Tracking Marketing campaigns require constant monitoring and optimization to deliver the best results. Whether you're running digital ads, social media promotions, or email marketing campaigns, understanding how each performs is crucial for maximizing ROI. With the Campaign Performance Dashboard by Stackby, you can seamlessly track, analyze, and optimize your campaigns across multiple platforms in one place. This template helps you measure key marketing metrics, compare campaign performance, and make data-driven decisions to improve results. Why Do You Need a Campaign Performance Dashboard? Manually tracking marketing campaigns across different platforms can be time-consuming and error-prone. Without a centralized tracking system, businesses often face:Difficulty in tracking campaign performance metrics across multiple channels.Lack of insights into ROI, conversions, and engagement.Delayed decision-making due to scattered data.Ineffective budget allocation leading to wasted ad spend. This Campaign Performance Dashboard solves these problems by providing a single source of truth for your marketing efforts. Key Features of the Campaign Performance Dashboard Multi-Channel Performance Tracking Monitor campaign metrics from Google Ads, Facebook Ads, LinkedIn Ads, email marketing, and more. Compare performance across different marketing platforms in one place. Real-Time Data Visualization Interactive dashboards with graphs and charts for easy trend analysis. Quickly identify high-performing campaigns and areas needing improvement. ROI & Budget Analysis Track ad spend, revenue, cost per lead (CPL), cost per acquisition (CPA), and ROI. Optimize budget allocation for maximum efficiency. Engagement & Conversion Tracking Measure key performance indicators (KPIs) like click-through rates (CTR), impressions, conversions, and bounce rates. Identify audience behavior trends and improve targeting strategies. Customizable & Automated Reporting Generate automated reports for stakeholders and team members. Export data for further analysis and decision-making. Who Can Use This Dashboard? This template is ideal for:Marketing Teams & Agencies – Optimize campaigns for clients and improve performance reporting.Business Owners & Startups – Track marketing investments and ensure better ROI.Growth Marketers & Analysts – Gain insights into user engagement and conversion rates.E-commerce & SaaS Companies – Optimize paid ad campaigns, email marketing, and organic promotions. How to Use the Campaign Performance Dashboard Add Your Campaigns – Input details such as campaign name, start date, budget, and target audience.Connect Data Sources – Integrate with Google Ads, Facebook Ads, LinkedIn, Email Marketing Tools, and more.Monitor Performance Metrics – Track key KPIs like CTR, CPC, ROI, and conversions in real time.Analyze & Optimize – Use insights to adjust your strategy and maximize campaign effectiveness. Boost Your Marketing ROI with Stackby The Campaign Performance Dashboard simplifies marketing campaign tracking, eliminates guesswork, and helps you make data-driven decisions. Gain full visibility into your marketing efforts and optimize your strategies for success. Try it now on Stackby – Free to use!  

Keyword Research

Keyword Research is the most critical part of SEO. If you’re looking to streamline your keyword research process, then our free keyword research template is the perfect addition to your SEO arsenal. How to leverage Keyword Research Template Directly fetch metrics like search volume, CPC, keyword difficulty, and more from Serpstat or SEMRush. You just need to authorize your account using an API key from those services.  Group your keyword using labels. This allows you to group keywords depending on the difficulty and other parameters.  Collaborate with your team adding their email or sharing them the URL.  Here are a few tips to keep in mind when doing keyword research Keyword difficulty scores might not be 100% accurate. Hence always ensure to check the competition yourself by doing keyword research.  If you’re starting out, ensure to focus on long-tail keywords. Even though the search volumes might be low, it can give you higher conversions.  A great hack to find keywords is extracting the organic keywords of the post ranking on the first position.  To use the automated keyword research template, just create a free account on Stackby and click on the “Copy Stack” button.  Achieve your SEO & Content goals swiftly with the Keyword Research Template.

Product Competitor Analysis Template

What is competitor research and analysis?

Why is competitor analysis critical?

Things you should include in the Competitive Analysis Template ?

Company Information :

Product Information :

Market Information:

How to Find Market Information for your Competitor Analysis Template ?

Industry Reports:

Financial Reports:

Customer Reviews and Feedback:

Social Media and Online Presence:

Networking and Industry Events:

How to Use Competitor Analysis Template using Stackby

Collaborate and Update:

Analyse and Make Decisions:

Check out other related Template :
Agile Product Planning Template
Sprint Planning
Product Roadmaps
User Research

Other Related Templates

Product Competitor Analysis Template

What is competitor research and analysis?

Why is competitor analysis critical?

Things you should include in the Competitive Analysis Template ?

Company Information :

Product Information :

Market Information:

How to Find Market Information for your Competitor Analysis Template ?

Industry Reports:

Financial Reports:

Customer Reviews and Feedback:

Social Media and Online Presence:

Networking and Industry Events:

How to Use Competitor Analysis Template using Stackby

Collaborate and Update:

Analyse and Make Decisions:

Check out other related Template :Agile Product Planning Template Sprint Planning Product RoadmapsUser Research

Other Related Templates

Check out other related Template :
Agile Product Planning Template
Sprint Planning
Product Roadmaps
User Research