Minimal templates for clear work
Calm, considered scaffolds to help you move with clarity. No noise. Just flow.
Affiliate Recruitment Pipeline Template
Qualify ideal affiliates, log every outreach touch, and accelerate activations with a single Instaboard pipeline built for recruiting and ramping high-leverage partners.
marketing · affiliate-recruitment
Case Study Production Pipeline Template
Coordinate customer approvals, interviews, drafting, and launch follow-through inside one Instaboard board so marketing teams ship standout case studies fast.
marketing · case-study-production
Marketing Collateral Production Pipeline Template
Move collateral requests from intake to fulfillment on one Instaboard board so creative, brand, and ops teams keep briefs, approvals, and shipments in sync.
marketing · collateral-production
Email Campaign Production Template
Coordinate briefs, audience segments, QA, approvals, launch, and reporting for every email send on one pipeline so marketers drag cards left to right instead of chasing spreadsheets.
marketing · email-campaign-production
Influencer Outreach & Negotiation Pipeline Template
Run influencer discovery, personalized outreach, negotiation notes, and KPI recaps on a single Instaboard so marketing teams move creators from shortlist to renewals fast.
marketing · influencer-outreach
Newsletter Production Pipeline Template
Keep every newsletter issue on track with a pipeline that captures pitches, drafts, reviews, layout, scheduling, and post-send metrics in one Instaboard view.
marketing · newsletter-production
PR Newsroom Pitching Pipeline Template
Spot newsroom-ready angles, personalize every reporter touchpoint, and move pitches, interviews, and amplification through one Instaboard built for lean PR teams.
marketing · pr-newsroom
PR Outreach Pipeline Template
Coordinate media targeting, pitch follow-ups, and relationship nurture on one Instaboard canvas built for lean PR teams shipping consistent coverage.
marketing · pr-outreach
Product Launch Campaign Pipeline Template
Run every deliverable, channel handoff, and performance readout for your next product launch from a single Instaboard pipeline built for lean marketing + product teams.
marketing · product-launch-campaign
SEO Campaign Pipeline Template
Turn every SEO initiative into a reusable command center with clear intake, research, production, outreach, and reporting lanes so small teams ship wins without spreadsheets.
marketing · seo-campaign
Social Media Client Onboarding Template
Kick off new SMM retainers without chaos. Collect access, align on brand and KPIs, draft first posts and ad sets, then go live and report — all in one left‑to‑right board your client can see and update in real time.
marketing · smm-onboarding
Social Media Retainer Tracker Template
Track social media retainers from kickoff to renewal. Standardize deliverables, approvals, monitoring, community touchpoints, and reporting in one shared board your team and client keep in sync.
marketing · smm-retainer-tracker
Social Campaign Kanban Template
Plan, launch, and review every social campaign in one Kanban. Capture briefs, prep assets, shepherd approvals, monitor live performance, and wrap reports without rebuilding the workflow.
marketing · social-campaign
UGC Creator Collaboration Pipeline Template
Centralize briefs, creator outreach, approvals, and paid amplification in one Instaboard pipeline so every UGC partnership moves left to right with files, rights, and metrics locked.
marketing · ugc-collabs
