u/Professional-West892

I am curious to understand how do most marketing pros document campaign plan. Is it mostly spreadsheets/decks/docs? What all do you include in it. And how does it get shared with your team or agencies?

Or do you jump directly on to project management tools like Asana, Monday or trello?

I am struggling with spreadsheets as the plan turns in to a list of tasks and then it becomes a tracker.

I do not want to promote anything. I have been working on the agency side as a head of strategy for almost 15 years. But lately I have been feeling a need to insert certain prompts in to my decks so that I can capture what decision-makers think of particular slides. For eg., On a case study slide I would like to ask 'Was this case study helpful for your project' or on a pricing slide 'How comfortable are you with this pricing structure' or on an idea slide 'Do you see any risks in taking this idea forward'?

Basically I would like capture signals with minimal friction. Now I did some research and did not find a software that actually does this. But my question is would you want this. Or do you think this is an overkill and not needed or wont really help.

I do not want to promote anything. I have been working on the agency side for almost 15 years. But lately I have been feeling a need to insert certain prompts in to my decks so that I can capture what clients think of particular slides. For eg., On a case study slide I would like to ask 'Was this case study helpful for your project' or on a pricing slide 'How comfortable are you with this pricing structure' or on an idea slide 'Do you see any risks in taking this idea forward'?

Basically I would like capture signals with minimal friction. Now I did some research and did not find a software that actually does this. But my question is would you want this. Or do you think this is an overkill and not needed.

I am auditing how our team documents our GTM and growth efforts. I want to see how other companies handle their distribution strategy.

For those who actually a clear distribution strategy,

• Where does it live? Is it part of a master GTM deck, a Notion page, or a living spreadsheet?
• Who owns it? Does Product, Marketing, or a dedicated Growth team maintain it?
• How often is it updated? Is it a static annual plan, or do you update it monthly/quarterly based on channel performance?

We currently have bits and pieces scattered across different team drive folders, and it is making alignment really difficult.

Would love to hear how others structure this and what tools work best..