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marketing team workflow

Marketing Team Workflow That Actually Supports Field Execution

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IRIS
JUNE 13, 2025

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.

FAQ

What are workflows in marketing?

They’re step-by-step processes for producing and launching campaigns. For multi-location brands, they must also include fulfillment and tracking.

What are the 5 steps of workflow?

Plan → Assign → Customize → Fulfill → Track. GearBox® supports each stage with control and visibility.

How should I structure my marketing team?

Around function and region. Creative, operations and fulfillment roles should align with the regions or locations they support.

What is the marketing department process flow?

It’s the repeatable set of actions from campaign planning through to field execution, vendor coordination and post-launch reporting.

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