Marketing Templates

Infinity’s Marketing templates will help you organize all your marketing efforts from marketing plans and campaigns to content and social media calendars.

All Templates

Client Sales Process

The one thing all great sales teams have in common is a well-defined sales process for their leads i.e. potential clients. With Infinity's Client Sales Process template, you'll be able keep track of your leads in the pipeline, define the tasks you need to complete in each stage of the sales process, and ultimately close more clients.

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Client Onboarding

If you want to retain your clients and prevent churn rates, you need to create a great onboarding process that will ease them into your product or service. With Infinity's Client Onboarding template, you'll be able to track all the important steps, tasks, and documents during this process, and ensure you build a great relationship with your clients. 

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Marketing Agency Client

A marketing agency never sleeps, as there are always tasks to complete, metrics to follow, and projects to organize. If you want your clients to truly be happy and your team to know exactly what they're working on, then this Marketing Agency Client template will surely be of help to you. Choose a view, check off tasks, add documents, etc.

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Social Media Tracker

Running a successful social media marketing strategy or campaign requires you to constantly keep track of different metrics and KPIs. With the Social Media Tracker template, you get a place where you and your team can stay up-to-date with your social media efforts, and decide what's working and what needs improvement.

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Marketing Management

Tasks, projects, metrics, and experiments all play a big role in any marketing strategy. More importantly, all of this requires you and your team to stay fully organized, at all times, and know exactly what's next on your agenda. Infinity's Marketing Management template will consolidate all of your work in a single place for the best results.

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Support Ticket System

When support tickets start piling in and your team starts panicking, it's time to bring in the bug guns a.k.a. a system that will make ticket management far easier. Infinity's Support Ticket System template will be a great addition for any marketing/support team who's looking for a better way to manage their refunds, bugs, and suggestions.

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Competitive Analysis

Before you create a marketing strategy, it's important to play detective for a bit and find out who your competitors are, how they function, and what you could do better. Infinity's Competitive Analysis template is meant to make this process easier for you, and help you keep all the data you gather in a single, organized place.

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Content Calendar

Whether you have a freelance business or a company, managing content is something you'll be doing on a daily basis. With the Content Calendar template, you'll be able to organize all of your blog posts and various articles, track when they're supposed to be published, and what's the status for each item you create.

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Marketing Plan

With a solid marketing plan in place, you'll be able to set clear goals for your team and ultimately achieve better results for your business. Infinity's Marketing Plan template is meant to help you organize your plan by initiatives, quarters, or however works best for you, and ensure that you complete everything you set out to do.

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Marketing Campaign

No matter how satisfying running a marketing campaign may be, it also comes with a number of challenges—one of them being trying to keep all the channels, ad sets, and metrics in a single, organized place. With Infinity's Marketing Campaign template, we'll ensure that at least this challenge becomes a thing of the past.

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Video Production

If organized well, video production is usually fun and exciting. If organized poorly, it can easily become pretty stressful. Our Video Production template will not only help you keep your entire team in sync, from video editors to producers, but also ensure your projects run from pre-production to post-production without any issues.

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Social Media Calendar

Creating a social media strategy is one thing. Managing the calendar, publish dates, copy, and images? Something else entirely, regardless of whether you're a freelancer or working as a part of a team. With our Social Media Calendar template, you'll have an easy time keeping everything you need for your social media in one place.

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