Smartsheet: Marketing Collaboration Made Easy

When working with new clients, one of the first things I do is determine how they currently organize and translate ideas into action steps among their team.

This is where Smartsheet comes in. Smartsheet is a project collaboration system that has been really helpful to me in increasing productivity among creative, sales and marketing teams.

I first began using Smartsheet while working with an LA-based tech company. They used it to help manage projects alongside JIRA (note: Smartsheet is compatible with JIRA, and the Smartsheet team told me the JIRA team even uses Smartsheet in-house).

When we began using Smartsheet for our marketing team, we could easily determine which tasks were important, when they were due, and who was responsible for execution. As we crossed off items on our Smartsheet, we got an accurate picture of how much we could accomplish in a given time period, which led to increasing our goals and meeting them. Smartsheet made our collaboration feel like a breeze.

In my consulting business, I’ve begun offering the premium version of Smartsheet to my clients and have been met with enthusiasm and gratitude. What’s perhaps so great about Smartsheet is how flexible it is in terms of scale. It works as well with my small business clients as it does with larger organizations. When I create a Smartsheet for a client, I share it with them and can choose whether to give them admin, editing or viewer privileges. It’s easy for a CEO, individual client, or member of another department within a larger team to easily receive notifications updating them on my or my team’s progress without time-consuming e-mails.

Examples of some common project update questions:

How is the Pinterest build-out going?

Where are we on collaborating with endorsement companies?

When will the mobile downloads ROI report be finished, and which team members are reporting on it?

When will the Facebook mobile ad campaign A/B testing round be completed?

What are the next three content marketing blog topics?

When do we need to rotate copy on Google Adwords campaigns?

What Youtube videos will be uploaded this week and when will SEO keywords and descriptions be added? 

These questions can all be answered with a quick click to Smartsheet.  It saves both parties much time not to have to check in about each individual task, because Smartsheet does the reporting work for you.

Smartsheet-template-event-plan-and-budgetAn example of a marketing template on Smartsheet.

According to Smartsheet’s product description, it’s designed to help with the following: collaboration, file sharing, google apps, alerts and reminders, calendars, budgets, easy reporting, and so much more. It’s easy to update projects, re-assign tasks, adjust due dates, and keep everything laid out in a beautiful way. The possibilities feel nearly endless. Smartsheet offers numerous templates to get started, and the option to integrate with other tools like Google products, Dropbox, Box and JIRA is at your fingertips. I highly recommend adopting Smartsheet to help organize your next project. Give it a try (they offer a great free trial program) and see if it doesn’t change everything.

Bidsketch Is A Freelancer’s Best Friend

The Kid Who Talked To Strangers During childhood, I got a reputation for talking to strangers. While I had responsible parents who would’ve never let me wander off with a random person offering candy from his vintage Volkswagen bus, they understood that their kid was pretty much guaranteed to strike up conversations with strangers. Once I even became pen pals over a several-year period with a girl my age who was kicking my seat in an airplane. Embarrassing but true story. . . ss-bidsketch-436x344

Social Media For Business I’ve realized that my natural tendency to strike up conversations with strangers and engage them about their ideas, interests and values translates really nicely to my day job of digital marketing. It turns out that you don’t have to be the coolest kid in the airplane to make friends or spread awareness about a company or product–it just takes some ingenuity and willingness to look like a weirdo inviting someone you’ve never met to engage (after asking them politely to stop kicking your seat). As a digital marketing contractor, I help startups leverage what’s amazing about them to get people interested and talking. Over time, I’ve found a need for a great way to present my offerings in a tight, cohesive, and elegant package. Enter: Bidsketch!

Bidsketch Bidsketch: Proposals Made Easy Bidsketch, recommended to me by one of my former SEO/online marketing guru clients (who knows EVERYTHING…literally, this guy rocks, you should check him out!) solved my need for great proposals, fast. I can template and save outlines of my service offerings, outline options for clients to parse through, and the best part is I can refer back to old proposals to revise them as I change and add more value to my services. It’s also really great that Bidsketch leaves space for users to outline some of the fine print that’s boring to put together but important for maintaining fair business relationships. I can specify retainer rates, additional options, and more. It’s a win-win for me and my clients as we’re determining what will work best for their business or nonprofit and what I can offer. Check out Bidsketch here: