What's running
Calendar
Live now
Starting in the next 45 days
Deliverables due
Tasks
Account Owner tasks and each designer's queue. Items marked Auto tick themselves off from ZiFlow, the design calendars and the printer calendar.
Promotions
| Promotion | Client | Dates | Status | Deliverables | Owner |
|---|
Design work that isn't part of a promotion: reel covers, POP, magazine or newspaper ads. Book design time on the same calendar rules as Push to Production.
Media
Budget by channel
Recurring programs
| Client | Campaign | Channel · Vendor | Dates | Budget | Promotion |
|---|
Data
Sales from the Sales Automation pipeline and website traffic from Google Analytics, tied to promotions, promo types, offers and media.
Manufacturers
Every brand in one place: catalog data, promotions, retailers, reps and co-op.
← Brands · Retailer grid: Carries and Promo opt-in for every client and brand
← Brands · Website name tools: merge spellings, rename, and set parent companies for manufacturers found on client websites
Creative
Size specs and creative requirements by client.
Media
Every media outlet and vendor we work with, with its contacts, the clients it serves, what it needs from us and the media lines that run through it.
| Partner | Type | Clients | Main contact | Active clients | Creative |
|---|
Clients
Imported from the Master Client List.
| Client | Primary contact | Tier | CSD | ERP system | Buying group | Stores | Current promo | Next promo |
|---|
Roadmap
What to build next, by time frame. Each column sorts by importance, then status. Open an idea to add notes; drag cards between columns.