9 templates for marketers

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Whether you work on a marketing team that specializes in specific roles or on a small team where you wear many different hats, there are several tools and templates that can help make your job easier and more efficient. We’ve rounded up nine templates to help get you started!

Marketing org chart

This marketing org chart template can help you to create a visual guide that helps you to map out and understand specific roles, lines of communication, who’s located where, who reports to whom, and so on.

Marketing plan

This marketing plan template lets you turn a text-heavy marketing plan document into an easy-to-read, visual document. Presenting your marketing plan visually helps stakeholders and potential investors to have a better understanding of your marketing campaign strategies. This can help you to get support and buy-in from everybody involved.

Marketing funnel

This marketing funnel template can be used to describe a customer’s journey with your brand and products. The funnel uses stages—awareness, interest, consideration, purchase, and retention—to track customer interaction from initial awareness of your product to deciding whether they will buy.

Traditional vs. account-based marketing chart

A traditional vs. account-based marketing chart can help you to work more closely with sales teams to find specific contacts for personalized marketing campaigns.

Content marketing roadmap

A content marketing roadmap template helps you to map and execute a plan that will get key content to your potential customers. It can help you to identify priorities to ensure that the right content is being released at the right time on the right platforms.

Marketing and sales service level agreement

This marketing and sales service level agreement template can help you to establish better communication, cooperation, and collaboration between the teams because it establishes accountability between the teams.

Onboarding email flow

This onboarding email flow template can help you onboard new customers. Visually track your email flow so you can get a better understanding of which email campaigns are successful and which ones need to be reworked.

Career progression chart example

Map out viable career paths for your team with this career progression chart template. The template lets you identify job titles in your organization or department, detail what is expected of employees working in each role, and communicate the pay ranges associated with each position.

Basically, the career progression chart shows employees a clear path to advancement within the department. It clearly lays out what they need to do if they want to be promoted in your organization. This can lead to happier employees and increase employee retention.

Career progression chart example (click on image to modify online)

Digital marketing mind map example

This digital marketing mind map template helps you to visualize ideas related to digital marketing. For example, you might want to explore ideas for improving SEO to help your content stand out in searches. You can work in collaboration to identify what works well and what needs improvement.

About Lucid

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Its products include the Lucid Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. The Lucid Visual Collaboration Suite, combined with powerful accelerators for cloud and process transformation, empowers organizations to streamline work, foster alignment, and drive business transformation at scale. airfocus, an AI-powered product management and roadmapping platform, extends these capabilities by helping teams prioritize work, define product strategy, and align execution with business goals. The most used work acceleration platform by the Fortune 500, Lucid's solutions are trusted by more than 100 million users across enterprises worldwide, including Google, GE, and NBC Universal. Lucid partners with leaders such as Google, Atlassian, and Microsoft, and has received numerous awards for its products, growth, and workplace culture.

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