Introduction
In most marketing departments, workflows cover planning, production and approvals. But for brands that operate across franchisees, dealer networks or regional teams, that’s just the start.
A strong marketing team workflow must support execution—meaning asset delivery, local customization, signage routing and performance tracking across every location.
At IRIS Strategic Marketing Support (IRIS), we help marketing teams operationalize campaigns. GearBox® by IRIS powers workflows that begin with asset creation but end with local adoption—structured, visible and brand-safe at every step.
What Marketing Teams Need Beyond Creative Workflows

The traditional workflow ends at “approved asset.” But in real-world execution, marketing needs to own:
- How assets are assigned to teams or locations
- How materials are customized safely
- Who gets what, and when
- How signage and print is fulfilled
- How usage is tracked and optimized
These aren’t edge cases. For distributed brands, they are the core of your marketing operations.
Five Core Steps in a Distributed Marketing Team Workflow
1. Campaign Planning and Asset Creation
Define campaign tiers, audiences, and required formats. Build creative with future customization in mind.
2. Role-Based Assignment by Region or Tier
Use your system to assign kits or materials by store type, dealer license or market region.
3. Template-Based Customization With Locks
Let local teams customize only what matters—store hours, prices, contact info—while locking layouts, branding and legal fields.
4. Vendor Fulfillment and Print Routing
Push signage, brochures or digital screens to your approved vendors automatically—based on store assignment.
5. Usage Tracking and Rollout Monitoring
View what was downloaded, edited and fulfilled by store or region. Report gaps and take action.
Why Shared Folders and PDFs Don’t Scale
Customization Becomes a Risk
Without templates that lock critical content, teams edit too much—or too little. The result is brand drift and compliance risk.
Fulfillment Becomes Manual
When signage orders are emailed, timelines slip. There's no tracking, no accountability and no visibility into execution.
No Reporting, No Optimization
If you don’t know who used what or when, you can’t evaluate campaign performance or improve adoption.
How GearBox® by IRIS Structures Marketing Team Workflows
GearBox® by IRIS supports structured, repeatable workflows that start at creative development and continue through to delivery and tracking.
With GearBox®, marketing teams can:
- Assign campaign kits by region, store type or license
- Customize assets through locked templates
- Route files to vendors for signage or print fulfillment
- Monitor rollout by market
- Report on asset usage and campaign timing
It’s a full execution workflow—not just an asset library.
Use Case: Applebee’s Structured Multi-Tier Campaign Rollouts With GearBox®
Applebee’s needed to manage signage campaigns across hundreds of restaurants with varying layouts and franchise structures.
Using GearBox® by IRIS, the team:
- Assigned signage kits by restaurant format
- Controlled branding through locked templates
- Routed files to vendors based on store profile
- Tracked signage fulfillment across every location
- Monitored rollout timing by campaign and tier
Read the Applebee’s Case Study
The result: faster launches, less manual work, better visibility.
Conclusion
A modern marketing team workflow doesn’t end at approvals.
For distributed brands, it must extend to assignment, customization, fulfillment and reporting.
GearBox® by IRIS enables teams to move from creative to campaign completion—faster, safer and at scale.
Talk to IRIS to streamline your field marketing workflow from start to finish.