Marketing & Events

The work happens
everywhere.
Coordinate it in one place.

Marketing campaigns and live events run on cross-functional coordination — creative, legal, agency, vendor, venue, internal stakeholders. Smartsheet sits in the middle of all of it. Briefs, asset reviews, production runbooks, post-mortems — one environment, one source of truth, real-time visibility from creative team to executive sponsor.

SectorsB2C · B2B · Sports · Live Events
Use CasesCampaigns · Productions · Reviews
Team Sizes5 to 500+ stakeholders
FootprintU.S. + International
01 The Problem

Cross-functional work meets
cross-platform chaos.

Marketing and events touch every function — and every function has its preferred tool. Creative wants Figma. Legal wants Word. Agencies want Asana. Finance wants the ERP. Without a coordination layer, the project manager becomes a human API translating between systems.

Solutions that move with
creative pace.

Marketing and events run on speed. We design Smartsheet for fast intake, real-time visibility, and reusable templates — so each campaign or production starts from a foundation, not a blank page.

/01 — Campaign Brief & Production Workflows

Briefs that stay current through launch.

Structured brief intake, asset specification tracking, creative review routing, approval workflows, and launch checklist coordination. Brief stays the source of truth — not version-3-final.

Brief intake Approval routing Launch checklists
/02 — Asset Review & Approval

Consolidated feedback. Tracked decisions.

Asset review workflows that consolidate feedback from creative, legal, brand, and agency reviewers in one place. Version control, decision tracking, audit trail. Replaces the email-and-Slack chaos.

Review consolidation Version control Decision audit trail
/03 — Event Production Runbooks

Reusable templates across show formats.

Production runbook templates for sports broadcasts, conferences, brand activations, and live events. Reusable across show types — adjust what's different, leverage what's standard.

Reusable templates Show-type variants Production timelines
/04 — Vendor & Venue Coordination

Contracts, COIs, load-ins — coordinated.

Vendor and venue tracking across contracts, insurance certificates, COI requirements, and load-in schedules. Renewal alerts before contracts lapse. Audit-ready by default.

Vendor compliance Contract tracking Insurance certs
/05 — Stakeholder Approvals & Sign-offs

Documented decisions, even at deadline.

Approval workflows that work as fast as the deadline. Mobile-friendly intake, automated routing, automatic logging. No bypassed paperwork when timelines compress.

Approval workflows Mobile-first Decision logging
/06 — Post-Mortem & Institutional Learning

What worked, what didn't, what to repeat.

Structured post-mortem capture across each campaign or event, surfaced into searchable institutional knowledge for the next show. Lessons learned actually get applied — not just documented.

Post-mortem capture Knowledge base Cross-event learning
03 Representative Engagements

The work, in practice.

Anonymized snapshots of marketing and events engagements. Specific clients available on request.

Built for fast-moving
creative work.

Most project management tools assume linear, predictable work. Marketing and events are anything but. We design Smartsheet for the actual pace of creative production.

/01

Templates that scale.

Reusable runbooks, brief templates, and production checklists that scale across campaign types and event formats. Adjust what's different per project; leverage what's standard. New projects start from a foundation, not a blank page.

/02

Cross-stakeholder coordination.

Permission and view design that works across creative, legal, agency, vendor, venue, and executive stakeholders. Each sees their relevant slice without seeing others' internal data. No accidental brand-secret leaks.

/03

Same team, end to end.

Marketing and events teams cycle through tools constantly. The consultant who designs your environment is the one who supports it through your first campaign cycle, your first major event, and the inevitable scope expansions when other teams want to use what you built.

05 FAQ

Questions teams actually ask.

Often, yes — for the in-house portion. Many agencies run on Asana, Monday, or Workfront for their internal work. We typically don't replace those; we design your client-side Smartsheet environment to coordinate with whatever your agencies use, with structured handoffs at the integration points.

Creative-asset review tools are great for the asset itself. Smartsheet handles the project coordination around the asset — brief, version log, decision routing, approval workflows. We integrate with creative review platforms via webhook or scheduled syncs where it makes sense.

Yes — mobile-first design is the whole point. Production teams need fast intake, photo capture, status updates from venues, and real-time visibility for the show caller and executive producer. We design for tablets and phones first, desktops second.

Yes. We've worked with sports broadcasting production teams (MLB, NBA, WNBA, PWHL), conference production, brand activations, and corporate events. The reusable runbook pattern works across show types — most of the structure is the same; the variants are what's different per show.

Post-mortem capture is one of the most underutilized moves in event Smartsheet. Structured capture per event, surfaced into a searchable institutional knowledge base for the next show. Lessons learned actually get applied — not just documented.

Yes. Multi-region coordination is a strong fit for Smartsheet. We've designed environments for organizations operating across the U.S., Canada, and international regions, with standardized templates that respect regional variations and roll up to global leadership dashboards.

Two ways to start
the conversation.

Whether you're already deep in Smartsheet or just exploring whether it's right for your organization — we'll listen first and tell you honestly what we'd recommend.

Ready to talk

Book a 30-min
discovery call.

Pick a time that works. We'll come prepared with questions about your workflows and walk away with a clear next step.

Schedule on Calendly
Have a question

Send us a
message.

Quick question, project scoping, or RFI? Drop us a line — submissions land directly in our Smartsheet, no black hole.

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