Media Planners CRM Template

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With the help of this practical Media Planners CRM Template, you can level up your productivity, sales cycle, and your entire organization.

Gone are the days of juggling spreadsheets and sticky notes to manage your media planning agency's relationships and campaigns. ClickUp's Media Planners CRM Template is here to revolutionize your workflow and take your media planning game to the next level!

With ClickUp's Media Planners CRM Template, you can:

  • Effortlessly manage client relationships, ensuring nothing falls through the cracks
  • Track media campaigns and analyze data in real-time to make data-driven decisions
  • Streamline the planning and buying process for media placements, saving you time and effort

Whether you're a media planning agency or a department within an advertising agency, this template is designed to elevate your productivity and ensure your campaigns are a roaring success. Get started with ClickUp's Media Planners CRM Template today and watch your media planning process soar to new heights!

Media Planners CRM Template Benefits


The Media Planners CRM Template is a game-changer for media planning agencies. Here are the benefits it brings:

  • Centralized client information, making it easy to access and update client details
  • Efficient campaign tracking and analysis, ensuring accurate data for decision-making
  • Streamlined planning and buying process, saving time and reducing errors
  • Customizable dashboards and reports, providing real-time insights for better campaign performance
  • Seamless collaboration between team members, enhancing productivity and communication
  • Integration with other tools and platforms, enabling a holistic view of media planning activities.

Main Elements of CRM Template for Media Planners

ClickUp's Media Planners CRM Template is the perfect solution for media planning agencies and departments within advertising agencies to effectively manage client relationships, track media campaigns, and streamline the planning and buying process.

Here are the main elements of this template:

  • Custom Statuses: Keep track of the progress of each client and media campaign with 22 different statuses, including Need Approval, Qualified, Open, Closed, Scheduled, Active, Prospect, Engaged, and more.
  • Custom Fields: Capture important information about clients and media campaigns with 8 custom fields, including CRM Item Type, Contact Name, Email, Industry, Job Title, Phone, Sales Stage, and Service Product.
  • Custom Views: Access different perspectives of your media planning CRM with 4 different views, including List view for a comprehensive overview, My Assignments view for personalized tasks, Sales Process view for tracking the sales journey, and Welcome view for onboarding new clients.

With ClickUp's Media Planners CRM Template, media planning agencies can streamline their processes and ensure efficient management of client relationships and media campaigns.

How To Use Media Planners CRM Template

If you're looking to organize and manage your media planning clients effectively, the Media Planners CRM Template in ClickUp can be a game-changer. Follow these six steps to get started:

1. Import client information

Start by gathering all relevant client information, including contact details, company name, industry, and any specific preferences or requirements they may have.

Use the Table view in ClickUp to easily import and organize client information, making it easily accessible for your team.

2. Create custom fields

Customize your CRM template to fit your specific needs by creating custom fields. These fields can include important details such as client budget, campaign start and end dates, target audience, and ad formats.

Use custom fields in ClickUp to track key information and ensure that all necessary details are captured for each client.

3. Track communication

Effective communication is essential in media planning. Keep track of all client interactions, including emails, phone calls, and meetings. This will help you stay organized and provide a comprehensive view of your client relationships.

Integrate your email accounts with ClickUp to easily track and store all client communication in one place.

4. Set up recurring tasks

Media planning often involves recurring tasks, such as checking campaign performance or scheduling regular client meetings. Set up recurring tasks in ClickUp to ensure that important activities are not overlooked and are completed on time.

Use the recurring task feature in ClickUp to automate the creation of tasks and reminders for recurring activities.

5. Monitor campaign performance

Regularly monitor and analyze campaign performance to determine its effectiveness. Keep track of important metrics such as impressions, click-through rates, conversions, and return on investment (ROI). This will help you make data-driven decisions and optimize future campaigns.

Use the Dashboard feature in ClickUp to create visual representations of campaign performance, allowing you to easily track and analyze key metrics.

6. Collaborate and share

Media planning often requires collaboration with team members, clients, and other stakeholders. Use ClickUp's collaboration features to share files, assign tasks, and provide updates in real-time. This will ensure that everyone is on the same page and working towards a common goal.

Utilize the file sharing, task assignment, and commenting features in ClickUp to streamline collaboration and keep everyone informed and engaged.

By following these steps and utilizing the Media Planners CRM Template in ClickUp, you can effectively manage your media planning clients, improve communication, and optimize campaign performance.

Get Started with ClickUp’s Media Planners CRM Template

Media planning agencies or media planning departments within advertising agencies can use the ClickUp Media Planners CRM Template to streamline their client relationship management and media planning processes.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to manage your media planning CRM:

  • Use the List View to get an overview of all your CRM items and easily filter and sort them
  • The My Assignments View will show you all the CRM items assigned to you, helping you stay organized and focused
  • The Sales Process View will guide you through the different stages of the sales process, from prospecting to closing deals
  • The Welcome View will give you a warm welcome and provide you with important information to get started

Organize your CRM items with the following statuses:

  • Need Approval: For items that require approval before proceeding
  • Qualified: For leads that have met your qualification criteria
  • Open: For open opportunities that are actively being worked on
  • Closed: For deals that have been successfully closed
  • Scheduled: For media campaigns that have been scheduled
  • Active: For ongoing media campaigns that are currently running
  • Prospect: For potential leads that you're still evaluating
  • Attempt To Engage: For leads that you've reached out to but haven't received a response yet
  • Engaged: For leads that have shown interest and are engaged in the sales process
  • Unqualified Follow Up: For leads that are not qualified but require a follow-up
  • Unqualified Archive: For leads that are not qualified and don't require further action
  • Blocked: For leads that have encountered obstacles or roadblocks
  • On Track: For deals that are progressing as planned
  • New Lead: For newly generated leads that need to be followed up on
  • Lost Deal: For deals that have been lost to competitors or other factors
  • Former Client: For past clients that may be interested in re-engaging
  • At Risk: For deals or clients that are at risk of being lost
  • On Hold: For deals or clients that are temporarily on hold

Customize your CRM items with the following custom fields:

  • CRM Item Type: Categorize your CRM items based on their type
  • Contact Name: Store the name of the contact associated with each CRM item
  • Email: Store the email address of the contact associated with each CRM item
  • Industry: Identify the industry of each CRM item
  • Job Title: Record the job title of the contact associated with each CRM item
  • Phone: Store the phone number of the contact associated with each CRM item
  • Sales Stage: Track the current stage of each CRM item in the sales process
  • Service Product: Specify the service or product associated with each CRM item

Monitor and analyze your CRM items to ensure maximum productivity and success in your media planning efforts.

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