Coordinating with Marketing Team Roles and Tracking Deliverables

🎯 Objective:

To ensure smooth coordination across all marketing roles, on-time execution of tasks, clarity in ownership, and accountability through structured tracking of daily, weekly, and monthly deliverables.


🛠 Tools Required:

  • Task Tracker: Notion / ClickUp / Google Sheets

  • Communication: Slack / WhatsApp

  • Storage & Approvals: Google Drive, Canva (for creatives), Docs

  • Review: Weekly review meetings (Zoom/in-office)


👥 Key Marketing Roles Involved:

Role Responsibilities (Indicative)
Content Writer Blogs, captions, ad copies, scripts
SEO Specialist Keyword research, on-page/off-page SEO
Social Media Executive Posting, engagement, stories, UGC
Ads Executive Google, Meta, LinkedIn Ads setup & optimization
Designer Creatives, reels, banners, social assets
CRM Specialist WhatsApp/email campaign execution, CRM journeys
 

📋 Step-by-Step Process:


✅ Step 1: Weekly Planning & Alignment

  • Every Monday morning, conduct a Weekly Sync Meeting

    • Review past week’s pending tasks

    • Set deliverables for each role for the week

    • Highlight dependencies (e.g. design needed for blog, copy needed for ad)

🗓 Maintain a centralized Weekly Deliverables Sheet
Columns to include:

  • Task Name

  • Owner

  • Priority (High/Med/Low)

  • Deadline

  • Status (Not Started / In Progress / Review / Done)

  • Comments

✅ Step 2: Assign Tasks

  • Assign tasks in Notion/Sheets per role

  • Ensure each task has a clear brief, deadline, and goal

  • Tag dependencies (e.g. “Needs approval from Manager”)

🟢 Example:

Task: Write blog on “How to sell old phone safely”
Owner: Content Writer
Deadline: Aug 17
Status: In Progress

✅ Step 3: Mid-Week Follow-Up (Optional)

  • Use Slack or short huddle to check mid-week progress

  • Marketing Manager can unblock stuck tasks or re-prioritize if needed

✅ Optional: Quick daily stand-up in Slack group (if pace is high)

✅ Step 4: Final Review & Closure

  • Every Friday, review task tracker

  • Ensure completed tasks are reviewed by Marketing Manager (or relevant senior)

  • Move approved tasks to “Completed”

⚠️ If delays: note reason and update next week’s plan accordingly

✅ Step 5: Monthly Review & Reporting

  • At the end of the month:

    • Export completed tasks by role

    • Highlight blockers and wins

    • Share with CEO (if required)

📊 Metrics to track:

  • % Tasks completed on time

  • No. of delays and reasons

  • Department-wise performance (Content, SEO, Social, Ads, etc.)


🧩 Additional Coordination Tips:

  • Maintain one master calendar (Notion/Sheets) for all campaigns and content pieces

  • Use shared Slack channel for cross-role communication

  • Use Google Drive folders structured by month and content type (e.g. Blogs, Ads, Social)


📌 Notes:

  • All marketing roles should update their task status by EOD daily in the tracker

  • Avoid overloading any one role — redistribute if someone is blocked

  • The Marketing Manager should act as the single source of truth for task priorities


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