9 templates for marketers

Reading time: about 2 min

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 org chart
Marketing org chart example (click on image to modify online)

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 plan
Marketing plan example (click on image to modify online)

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.

marketing funnel
Marketing funnel example (click on image to modify online)

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.

traditional vs. account-based marketing chart
Traditional vs. account-based marketing chart example (click on image to modify online)

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.

content marketing roadmap
Content marketing roadmap example (click on image to modify online)

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.

marketing and sales service level agreement
Marketing and sales service level agreement example (click on image to modify online)

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.

onboarding email flow
Onboarding email flow example (click on image to modify online)

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
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.

digital marketing mind map
Digital marketing mind map example (click on image to modify online)

Sign up for Lucidchart to try these templates and hundreds more!

Sign up now

Popular now

intelligent diagrammingWhat is intelligent diagramming?

Sign up to get the latest Lucidchart updates and tips delivered to your inbox once a month.

Subscribe to our newsletter

About Lucidchart

Lucidchart is the intelligent diagramming application that empowers teams to clarify complexity, align their insights, and build the future—faster. With this intuitive, cloud-based solution, everyone can work visually and collaborate in real time while building flowcharts, mockups, UML diagrams, and more.

The most popular online Visio alternative, Lucidchart is utilized in over 180 countries by millions of users, from sales managers mapping out target organizations to IT directors visualizing their network infrastructure.

Get started

  • Pricing
  • Individual
  • Team
  • Enterprise
  • Contact sales
PrivacyLegalCookies

© 2023 Lucid Software Inc.