Form Before the Storm: Your Guide to Getting Stuff Done

1. 🎯 Scope & Purpose

This SOP applies to all internal teams (Sales, Operations, HR etc.) submitting any marketing requests—from a presentation or award video to a full campaign. It ensures all essential info is captured upfront for faster execution and better results.

2. ⏰ Submission Rules

• Use the official Intake Form on the Marketing Portal—don’t email ask or Slack-tag unless urgent.

• Please submit at least 14 business days before your desired launch start date. Creative work needs time!

• One request per form, please—we’ll group related items together.

3. 📋 Required Fields

Make sure to include:

• Project Name & Brief Description—What’s the goal?

• Target Audience—Who are we talking to?

• Deliverables—e.g. LinkedIn graphic, product video, blog post, etc.

• Channel(s) / Platform(s)

• Key Messages / CTAs

• Assets Provided—logos, copy, images, videos… or a note if you need us to create them.

• Launch Date—plus any campaign windows or time constraints.

Pro Tip: fill in as much detail as possible—helps us help you faster.

4. 🕹️ Workflow & Timing

1.Submission → 2. Marketing Team Review (within 2 business days) → feedback on feasibility/timeline → 3. Creative Kickoff → 4. Internal Review (rounds defined in form + reviewer names) → 5. Final Delivery + Distribution

5. ⛔ Common Pitfalls to Avoid

• Submitting incomplete forms

• Not uploading your own assets (if you have them)

• Missing internal approvals before submission

• Changing deliverables or launch dates mid-project—scope creep slows everything down

6. 🧩 Role Responsibilities

• Requester: Provide a complete form, assets, approvals, and feedback in a timely manner.

• Marketing Team: Review, clarify, scope the project, deliver quality work on time.

• Reviewers: Offer consolidated feedback during set review periods.

7. ✅ Success Criteria

A request is considered complete when:

• Form is fully filled out

• Assets are provided (or a note clarifies they’re needed)

• Your boss has approved and is aware of your request. 

• Launch date is reasonable (10+ business days out)

Requests missing any of the above will be returned with feedback, not ignored—so we can get started right.

🎉 Final Pro Tip

Submit early + clearly = a smoother process, faster turnarounds, and better results.
This isn’t just an SOP—it’s the marketing glow-up guide. Read it, respect it, request away. Sparkles (and deliverables) incoming.”