Marketing Agency: digital workflow guide

Start digitalizing Marketing Agency by making clear which record passes from whom to whom. Connect briefs to objective, channel, creative, approval, and measurement; document data responsibility.

Workflow boundaries

Record fields and ownership

For Marketing Agency, link brief/objective, creative, and approval records by a work or project ID. Define an owner, evidence, and completion condition at each step.

Pilot checklist

• Document current steps and owners.
• Choose one pilot and standardize fields.
• Test access, change history, and export.
• Document exceptions and manual fallback.

Auditable records

Connect briefs to objective, channel, creative, approval, and measurement; document data responsibility. Reports should show date range, source, and treatment of cancelled/blank records. Limit personal or sensitive data to a defined purpose and authorized access.