Smartsheet Expert for Marketing Plan Transformation
Budget: $15 – $25 USD
Job Title
Smartsheet Expert Needed: Transform Marketing Plan into a Dynamic Smartsheet Tracker
Project Overview
We are seeking a Smartsheet expert to transform our 2025 Marketing Plan (currently a Word document) into a dynamic, interactive Smartsheet workspace. This tool will help us track and manage marketing initiatives, budgets, timelines, and KPIs in real time, ensuring seamless collaboration and progress monitoring.
Scope of Work
Convert the Marketing Plan into Smartsheet
Create a Smartsheet workspace with sheets for each section of the marketing plan (e.g., lead generation, app development, referral program, branding, legal compliance).
Include task trackers, timelines, budgets, and KPIs for each initiative.
Key Features to Include
Task Management: Break down initiatives into actionable tasks with assignees, due dates, and status updates
Budget Tracking: Set up budget sheets to monitor spending for each initiative
Timeline/Gantt Views: Visualize project timelines with dependencies
Reporting Dashboard: Create a live dashboard summarizing KPIs
Automation: Set up reminders for deadlines, approvals, and budget alerts.
Customizations for Marketing Initiatives
Lead Generation: Track BuildCentral leads, outreach efforts, and follow-ups.
App Development: Monitor app development phases, costs, and deadlines.
Referral Program: Track referral sign-ups, rewards, and client acquisition.
Branding: Manage tasks for logo design, style guides, and physical branding (e.g., truck wrap, business cards).
Legal Compliance: Track trademark registration progress and legal review deadlines.
Content Marketing: Monitor blog post schedules, SEO performance, and social media campaigns.
User-Friendly Design
Ensure the workspace is intuitive and easy to navigate for non-technical users.
Include clear instructions or a brief user guide for team training.
Skills Required
Advanced Smartsheet expertise (forms, automation, dashboards, Gantt charts).
Experience creating project trackers for marketing or business operations.
Strong attention to detail and ability to organize complex information.
Bonus: Familiarity with renewable energy or B2B marketing workflows.
Deliverables
A Smartsheet workspace with:
Task sheets, budget trackers, and Gantt timelines for all marketing initiatives.
A live dashboard summarizing KPIs and progress.
Automated reminders and workflows for key tasks.
A brief user guide for team training.
Preferred Qualifications
Portfolio of Smartsheet projects for marketing or business operations.
Understanding of marketing workflows (e.g., lead generation, content marketing, branding).
Ability to deliver a clean, professional, and scalable solution.
Availability & Timeline
Start Date: Immediate availability required.
Draft Delivery: A preliminary draft of the Smartsheet workspace must be delivered within 2-3 days of project initiation.
Final Delivery: Full completion of the workspace, including all features and integrations, within 1-2 weeks
How to Apply
Submit:
Examples of Smartsheet projects (screenshots or demo links).
A brief overview of your approach to this project.
Estimated timeline and cost.
Please include #Smartsheet2025 in your application to confirm you’ve read the full job description.
Why This Project?
Your work will directly impact our ability to execute the 2025 marketing plan.
Closing Statement
We’re looking for a Smartsheet pro who can turn our marketing plan into a powerful, real-time tracking tool. Let’s build something that helps us achieve our goals efficiently!
Smartsheet Expert Needed: Transform Marketing Plan into a Dynamic Smartsheet Tracker
Project Overview
We are seeking a Smartsheet expert to transform our 2025 Marketing Plan (currently a Word document) into a dynamic, interactive Smartsheet workspace. This tool will help us track and manage marketing initiatives, budgets, timelines, and KPIs in real time, ensuring seamless collaboration and progress monitoring.
Scope of Work
Convert the Marketing Plan into Smartsheet
Create a Smartsheet workspace with sheets for each section of the marketing plan (e.g., lead generation, app development, referral program, branding, legal compliance).
Include task trackers, timelines, budgets, and KPIs for each initiative.
Key Features to Include
Task Management: Break down initiatives into actionable tasks with assignees, due dates, and status updates
Budget Tracking: Set up budget sheets to monitor spending for each initiative
Timeline/Gantt Views: Visualize project timelines with dependencies
Reporting Dashboard: Create a live dashboard summarizing KPIs
Automation: Set up reminders for deadlines, approvals, and budget alerts.
Customizations for Marketing Initiatives
Lead Generation: Track BuildCentral leads, outreach efforts, and follow-ups.
App Development: Monitor app development phases, costs, and deadlines.
Referral Program: Track referral sign-ups, rewards, and client acquisition.
Branding: Manage tasks for logo design, style guides, and physical branding (e.g., truck wrap, business cards).
Legal Compliance: Track trademark registration progress and legal review deadlines.
Content Marketing: Monitor blog post schedules, SEO performance, and social media campaigns.
User-Friendly Design
Ensure the workspace is intuitive and easy to navigate for non-technical users.
Include clear instructions or a brief user guide for team training.
Skills Required
Advanced Smartsheet expertise (forms, automation, dashboards, Gantt charts).
Experience creating project trackers for marketing or business operations.
Strong attention to detail and ability to organize complex information.
Bonus: Familiarity with renewable energy or B2B marketing workflows.
Deliverables
A Smartsheet workspace with:
Task sheets, budget trackers, and Gantt timelines for all marketing initiatives.
A live dashboard summarizing KPIs and progress.
Automated reminders and workflows for key tasks.
A brief user guide for team training.
Preferred Qualifications
Portfolio of Smartsheet projects for marketing or business operations.
Understanding of marketing workflows (e.g., lead generation, content marketing, branding).
Ability to deliver a clean, professional, and scalable solution.
Availability & Timeline
Start Date: Immediate availability required.
Draft Delivery: A preliminary draft of the Smartsheet workspace must be delivered within 2-3 days of project initiation.
Final Delivery: Full completion of the workspace, including all features and integrations, within 1-2 weeks
How to Apply
Submit:
Examples of Smartsheet projects (screenshots or demo links).
A brief overview of your approach to this project.
Estimated timeline and cost.
Please include #Smartsheet2025 in your application to confirm you’ve read the full job description.
Why This Project?
Your work will directly impact our ability to execute the 2025 marketing plan.
Closing Statement
We’re looking for a Smartsheet pro who can turn our marketing plan into a powerful, real-time tracking tool. Let’s build something that helps us achieve our goals efficiently!