It’s not fun digging through old folders, copy-pasting from last quarter’s brochure, and hoping the font still matches your brand.
Marketing moves fast. Your assets should, too.
We’ve pulled together 12 free marketing collateral templates so your team can skip the busywork and create scroll-stopping, client-winning content.
Let’s get into it. 📝
12 Free Marketing Collateral Templates for Teams
What Are Marketing Collateral Templates?
Marketing collateral templates are ready-made formats for creating marketing materials like request forms, campaign plans, and social media posts. They help teams create consistent, on-brand content quickly without starting from scratch.
These templates provide a structure that’s customizable to fit the task at hand, like planning a brand recognition campaign, requesting creative work, or managing assets. Additionally, they keep everything aligned with your brand’s style and marketing goals, saving time and sales efforts.
🧠 Fun Fact: The first printed text? The Gutenberg Bible, printed in the 1450s, was certainly not a brochure, but it paved the way for mass-produced materials like flyers and catalogs.
What Makes a Good Marketing Collateral Template?
A marketing collateral template should make life easier for your sales team and ensure consistency across your materials. Here’s what sets a good one apart:
- Ensures brand consistency: Uses logos, colors, and fonts to maintain a unified brand voice across materials
- Simplifies content creation: Offers clear sections for text, images, and calls-to-action for quick customization
- Adapts to multiple formats: Supports diverse sales collateral types, like brochures or digital ads, with versatile layouts
- Prioritizes visual appeal: Balances whitespace, imagery, and typography to enhance readability and draw attention
- Includes strategic messaging: Provides placeholders for key messages to align with marketing campaign objectives
- Streamlines collaboration: Enables easy edits and feedback, ensuring usability for teams and designers
🔍 Did You Know? Business cards began as formal introductions. In 15th-century China, people used ‘visiting cards,’ or Meishi, to announce their intention to visit someone’s home.
12 Marketing Collateral Templates
Let’s jump into 12 of the most useful marketing collateral templates and understand them in detail. 👇
1. Request Form Template
The Request Form Template is built to help creative and marketing teams handle asset requests without getting buried in Slack messages or scattered emails.
This template gives your team a structured system to collect, sort, and act on collateral needs—think one-pagers, social media graphics, pitch decks, or email newsletter banners. The form captures all key details upfront, so designers and content creators aren’t left chasing context.
Each request is automatically sorted into relevant views:
- New Requests View highlights submissions waiting to be picked up
- Request Status View tracks work across stages—New, In Progress, Granted, or Denied
- User List View shows who’s submitting what, helping spot repeat requests or patterns
- New User Request Form View simplifies request creation for stakeholders outside the team
📌 Ideal for: Teams that need a standardized way to collect, track, and fulfill requests for brochures, flyers, sales decks, and other branded assets.
📮 Insight: 37% of our respondents use AI for content creation, including writing, editing, and emails. However, this process usually involves switching between different tools, such as a content generation tool and your workspace. With , you get AI-powered writing assistance across the workspace, including emails, comments, chats, Docs, and more—all while maintaining context from your entire workspace.
2. Creative Request Template
The Creative Request Form Template simplifies how marketing teams receive and manage collateral requests. Stakeholders submit requests with key inputs like timelines, formats, and intended channels so creatives can create engaging content without back-and-forth.
Each request moves through statuses like In Progress, For Revision, and Delivered, making it easy to spot bottlenecks and prioritize urgent needs.
Custom Fields, such as Request Type and Requested By, help filter and organize tasks, while built-in views, like the Creative Request Pipeline, give teams visibility into every stage of production.
While the Request Form Template focuses on capturing stakeholder inputs, the Creative Request Template is tailored for internal marketing teams to manage the flow of creative projects more efficiently.
📌 Ideal for: Marketing teams handling a high volume of design or copy requests who want a centralized way to gather project details and streamline content creation workflows.
3. Service Request Template
The Service Request Template helps marketing ops and creative teams manage a high volume of internal collateral asks without dropping the ball.
Each form submission feeds into a structured pipeline tailored for collateral workflows, filtering requests by type, priority, or requester. Stakeholders see exactly where their assets stand, and teams know what’s in the queue, what’s blocked, and what’s ready to review.
With views like Resolved Errors and Service Summary, it’s easy to spot repeat requests, flag missing information, or surface patterns that help standardize future work.
📌 Ideal for: Internal departments or external partners looking to request marketing support through a structured intake process.
🧠 Fun Fact: The first printed catalog has scholarly roots. In 1498, Aldus Pius Manutius, founder of the Aldine Press in Venice, published a catalog listing the books his press offered. It gave readers a glimpse into the titles available and is considered one of the earliest examples of printed marketing material.
4. Change Request Template
Change requests flying in across channels, assets piling up, feedback looping into infinity? Lock it all down with the Change Request Template.
Submit requests through a streamlined form that captures key details like scope impact, reviewer, and implementation date. Move each one through statuses like Assigned Reviewer, For Implementation, and Implemented to stay on top of progress.
Switch between tailored views like Project Locations, Requests List, and Change Request Form to get the right context, fast. Plus, features like time tracking, dependency warnings, and email updates make sure your team stays looped in and on point.
📌 Ideal for: Stakeholders managing ongoing campaigns or assets who need a formal way to submit revisions or updates to existing marketing materials.
5. Marketing Campaign Management Template
Most campaigns generate a trail of collateral assets—product brochures, ad copy, landing pages, social content, performance breakdowns. The Marketing Campaign Management Template brings this sales collateral into one place.
Need to zoom in on one campaign or channel? Views are already set up for it. Track product launch workflows, monitor your social media deliverables, and keep tabs on budgets without digging through layers. The Marketing Phase Table View breaks each campaign into stages, while the built-in marketing calendar keeps schedules visible and launch dates on track.
📌 Ideal for: Marketing teams running multi-channel campaigns who want a clear structure to organize tasks, assets, deadlines, and stakeholder feedback from start to finish.
🔍 Did You Know? While 92% of B2B marketers create short articles and posts, 76% use videos, and 75% turn to case studies or customer stories, it’s video content that consistently comes out on top for driving the best results.
6. Marketing Campaign Plan Template
Campaign ideas are easy. Turning them into timelines, content deliverables, and measurable outcomes? That’s where most teams get stuck. The Marketing Campaign Plan Template bridges that gap, turning strategy into an actual plan your team can follow, with every asset and milestone accounted for.
These types of marketing plan templates allow you to break down your campaign process into clear, trackable parts. Add strategic details with Custom Fields like Target Market, Purpose, Estimated Cost, and Actual Cost, so teams stay aligned.
Shift into execution mode with Timeline and Campaign Plan views, or map out deliverables by channel with the Marketing Channels board.
📌 Ideal for: Marketers who need a blueprint for outlining campaign goals, audience segments, key messages, and tactical plans before execution begins.
7. Campaign Brief Template
Before the assets are created and the posts go live, you need a campaign blueprint that brings everything together. This is where the Campaign Brief Template delivers everything you need to plan and align your team.
Built inside Docs, this template gives you a smart, centralized space to define your campaign’s purpose, align your team, and organize every asset and deliverable before a single task is scheduled.
Set clear objectives, map out messaging, outline target personas, and break down key deliverables in one sleek document. You can also attach the brand kit, creative references, and product info directly within the brief, making it the single source of truth for your campaign.
📌 Ideal for: Marketing leads who want to align internal teams or external agencies with the strategic vision, scope, and creative direction of a campaign.
🧠 Fun Fact: Printed collateral has that ‘can’t-delete-this’ charm. Unlike digital ads, potential customers can’t swipe away a beautiful brochure or toss a clever postcard without at least glancing at it first.
8. Campaign Outline Template
The Campaign Outline Template helps you break down your campaign into clear, structured phases in just a few clicks.
Its distinct views—Campaign Stages, Timeline, Implementation, and Campaign Summary—give you a high-level snapshot and granular control. Each view lets you zoom in on the work that matters and track momentum across the campaign lifecycle.
Tap on a campaign and you’ll find subtasks, assignee details, and stakeholder feedback—all housed in a single place. The template is a campaign planner and a living tracker that your team can build on.
📌 Ideal for: Teams that need a high-level campaign structure to sketch out components like objectives, channels, and timelines before building a full campaign plan.
9. Campaign Proposal Template
From kick-off to sign-off, the Campaign Proposal Template captures essential input like client contact details, target audience, and campaign objectives.
Use the pre-built sections to outline your campaign framework, map out deliverables like landing pages, emails, video marketing assets, and ad creatives, and present timelines your stakeholders can actually act on.
The Prepared For and Prepared By sections keep ownership and accountability clear, while the editable cover gives your proposal a polished, professional look for client presentations or internal approvals.
📌 Ideal for: Marketers or agencies pitching new campaign ideas to clients, executives, or stakeholders who need a polished, persuasive format to present their vision and drive sales.
🔍 Did You Know? Even your PDF design choices matter. A polished layout and brand-consistent visuals can make a huge difference in whether your content gets read or closed immediately.
10. Campaign Calendar Template
The Campaign Calendar Template brings clarity to your campaign workload so you can create content that converts. It helps you coordinate B2B and B2C initiatives by organizing campaign details like duration, goals, budget, and phase in an accessible space.
View everything at a glance—product launch in Planning, Valentine’s day treat in Production, or a client interview in Launch. You can segment efforts by business goal (like User Acquisition or Upselling) and allocate resources based on projected spend and market type.
This template includes a complete marketing campaign checklist, a calendar of events, and a visual timeline to help you align creative assets, social drops, product messaging, and distribution.
📌 Ideal for: Teams managing overlapping campaigns who want a visual and easily shareable way to schedule deliverables, align timelines, and avoid conflicts across channels.
11. Collateral Brand Guidelines Template
The Brand Guidelines Template helps teams maintain consistency across all marketing collateral. Apply it to organize your brand colors, mission, logo rules, typography, and usage guidelines.
Every section is clearly laid out to make your brand identity easy to understand and apply. The editable layout in Whiteboards supports real-time collaboration, making it easier to align internal teams and external partners on design and messaging standards.
📌 Ideal for: Designers and brand managers who need to document visual and voice standards for marketing assets, ensuring brand consistency across all collateral.
12. Social Media Post Template
The Social Media Post Template simplifies content planning, creation, and publishing across multiple social profiles.
This template is packed with features marketers need: statuses like In Review or Published, dedicated fields for hashtags, links, and engagement metrics, and visual indicators to track what’s ready to go live. You can create tailored views by channel—Facebook, Twitter, Pinterest—so each team works with the details that matter to them.
’s project management features, such as start and due dates, time estimates, and recurring tasks, make it easy to schedule posts accurately.
📌 Ideal for: Social media marketers planning campaigns or one-off posts who want to draft copy, track approvals, and collaborate on visuals.
Marketing Just Got Easier with
Creating marketing materials can quickly turn into a mess of deadlines, revisions, and missed details. But what if it didn’t have to be that way?
Enter , the everything app for work.
It offers customizable templates designed to streamline the sales process and save you time. This way, you can stay organized, collaborate seamlessly, and produce professional marketing collateral without the hassle.
Marketing collateral doesn’t have to be complicated. With templates, everything just clicks—you can stay on top of requests and keep track of your campaigns.
’s marketing templates make your workflow seamless. They help you manage requests, track progress, and keep everyone aligned. You’ll streamline processes, cut down on the back-and-forth, and spend less time organizing.
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