Marketing Freelance Planner
About this template
Manage and Plan All Areas Of Your Marketing Business
Clients: Easily manage growing client lists
Tasks & Projects: Boost productivity with streamlined workflows
Operations: It integrates all operations into a single dashboard
Client Acquisition: It helps you acquire, manage and convert more leads
We've adapted the popular FREELANCE OS dashboard for marketing. Here's what's different:
Content Hub: Store, organize and share client assets, resources and media
Campaigns: Manage campaign info, KPIs, deadlines, approvals & more
Customer Personas: Keep track of each client's customers to tailor your marketing
Performance Tracking: Monitor budgets, forecasts, pacing, and results
Manage Your Business Effortlessly
Marketing Freelancer OS provides everything you need to efficiently manage and scale your business. From client & project management to financial and time tracking, this has you covered.
Client Management Made Easy
📁 Client Pages: Create detailed client pages to store essential information such as KPIs, tasks, goals, and performance reviews. Keep track of all client-related data, stakeholders & relationships to deliver exceptional service.
Streamline Project Management
✅ Projects & Tasks: Create and manage client tasks and projects with ease. Prioritize tasks, set deadlines, and delegate work efficiently.
⏳ Time Tracking: Easily track billable hours for each client and streamline the invoicing process. Use quick-action buttons to record time spent on tasks effortlessly.
🚀 Campaign Management Simplified
Create and manage client campaigns efficiently:
Plan and build marketing campaigns
Track dates & deadlines
Manage assets, ad copy, KPIs & more
Create customer personas to improve targeting
📸 Content Easily Accessible and Organized
Upload and manage assets, creative, and resources:
Link any media file
Add to campaigns and track status
Organize and share media effortlessly
Build a library of AI content generation prompts
Design and share content templates for consistency
Stay Financially Informed
🏦 Finance Tracker: Keep track of income, expenses, and profit with the finance tracker. Add invoices, direct debits or flat fees for each client and manage payments seamlessly.
Set and Achieve Goals
🎯 Targets: Set and monitor business targets to stay focused and drive progress. Track deadlines and measure success with ease.
Efficient Calendar Management
📆 Calendar: Schedule and manage events, appointments, and meetings seamlessly. Integrate with Google Calendar for enhanced functionality.
Boost Your Marketing Efforts
📢 Marketing Manager: Strategize and execute marketing campaigns effectively. Organize social media activities and posts, create lead magnets, and devise growth strategies to expand your business.
🧲 Lead Manager: Nurture your lead pipeline and track progress toward conversion. Tailor communication to meet client needs and drive conversions.
Seal the Deal with Professional Proposals
🤝 Proposals: Prepare and organize business proposals and store success stories, and case studies to deliver the most attractive offering. Keep track of what messaging works so you become more efficient at closing leads.
Access Valuable Resources
ℹ️ Resources & WIKI: Centralize business best practices, forms, and information in one convenient location. Explore the 17-page template WIKI for useful tutorials and integration tips to optimize your workflow.
Fully Customizable
✏️ Page Layouts: Sections like Client Page layouts and information can be easily moved and changed and the changes made will be carried over to new clients you add. You can also remove any stats, pages or sections that you won't use so the dashboard has only the things you will actually use.
🎨 Brand Colors: Change the template banners and colors to match your business or clients. Add brand logos to the pages for easier management.
