Marketing Pro Toolkit
A complete toolkit for established marketing agencies, including an annual retainer agreement and an in-depth campaign performance review with client sign-off
Get started with PocperA complete toolkit for established marketing agencies, including an annual retainer agreement and an in-depth campaign performance review with client sign-off
Get started with PocperThis tracker is updated by the Project Manager throughout the campaign lifecycle. It provides a single source of truth for all stakeholders on task status, blockers, and delivery progress.
Campaign Name:
Project Manager:
Project Start Date: Target End Date:
Last Updated:
Overall Project Status:
On Track
At Risk — monitoring closely
Delayed — escalation required
On Hold — awaiting client input
Completed
Contract signed and deposit received
Client brief completed
Kickoff meeting completed and notes distributed
Asset submission received from client
Internal creative brief issued to creative team
Concept / strategy presentation prepared
Round 1 creative draft completed
Internal QC review passed
Round 1 submitted to client for review
Client feedback received (Round 1)
Revisions completed (Round 1)
Final approval obtained from client
Media / platform accounts set up or accessed
Campaign / content published / launched
Tracking / analytics confirmed live
Mid-campaign performance check completed
Campaign concluded / assets archived
Campaign performance report prepared
Report presented to / accepted by client
Final invoice issued
Final payment received
Client satisfaction survey sent
Project files archived
Current blockers (what is preventing progress):
Decisions pending from client:
Scope changes / variation requests noted:
This tracker must be updated at minimum once per week. Any red-flag items must be escalated to the Account Director within 24 hours of identification.
The Marketing Project Tracker template is a ready-to-use form from Pocper's Marketing Pro Toolkit pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.