Marketing Momentum Without Madness

A client came to us with a long wishlist and a tight deadline. We’d need to work quickly, and our client would need to make fast decisions to keep multiple projects moving forward.

How could we work through all the details without overloading her inbox? How could we avoid details getting lost in long email chains?

We came up with the idea of creating a one-stop doc for decision-making using a shared Google Doc.

Once a day, our client opened the Google Doc and added her change requests under the various project headings. She then read our questions and answered them.

As each request was completed, we’d move it to the archive at the end of the document. A quick scan showed our client what was complete and what was still at play. She could also see if we needed any decisions or clarifications from her.

As the projects moved forward, there was a blizzard of detail to manage. Our trusty Google Doc worked like a charm. It created calm, clarity and a sense of steady progress.

Do you have marketing projects that need this kind of momentum? We recommend you give it a try. We loved it.

If you’ve never used Google Docs, here is a short tutorial: How To Create and Share a Google Doc

We also added the Google Doc Outline feature. Outline copies all the document headings and puts them in a side panel. It looks like a table of contents and works a treat for longer docs.

Here’s how we did it: View template