Team up for marketing successEffective collaboration makes a winning campaign

Table of contents

Intro 3

The Coordinator 4

The Wordsmith 6

The Artist 8

The Director 10

The Amplifier 12

The Hybrid 14

Conclusion 16

Your team’s ready to kick off the next marketing campaign You need an original

idea, a great strategy and, most importantly, a marketing team that’s set up for

success Understanding the roles, needs, and boundaries of everyone on the project

keeps your team functioning like a well-oiled machine

To better understand how teams collaborate, we conducted research on thousands

of marketing and design professionals in the United States Based on our findings,

this eBook dives into different types of marketing personas, as well as:

• Common project pain points

• Solutions to make their jobs easier

• Tips for better team collaboration

Everyone has their own unique needs and struggles Read on to learn how

the right solutions can make for stellar collaboration and a brilliant campaign

Intro

Intro 3

The Coordinator

Department: Project Management

Alias: Project Manager | Producer | Marketing Manager

Coordinators are at the center of every marketing project

They work across disciplines and departments to ensure

a smooth campaign By facilitating communication

between colleagues, agencies, and freelancers, they

guide a campaign’s major assets from beginning to end

1

The Coordinator 5

Common roadblocks in their workflow

• Siloed teams and dispersed parties

• Inefficient feedback and approval cycles

• Fragmented information across email threads and other channels

Solutions that work

Partner tip

Attach any file from Dropbox to a task or project in Asana to easily track updates,

maintain version control, and keep team members accountable for their work.

Tips for your team to

work better together

If you’re a Coordinator:

• Know when to filter feedback,

translate requests, and loop

others into conversations

• Set up the rest of the team for success

by communicating clear expectations

and deadlines so that teammates are

held accountable for their work

If you work with a Coordinator:

• Avoid inundating your Coordinator with

questions and requests Take some

time to organize and consolidate your

thoughts so they can quickly get you

the answers you need

• Notify them of any red flags or

uncertainties early on to avoid

mishaps further down the line

Central hub

Having one location for storing, sharing, and accessing

project files allows the Coordinator to bridge the gap

between internal and external members on the team

Organized feedback system

An efficient method for trafficking feedback rounds from the

creative team to the client is the key to a Coordinator’s heart

Dropbox features, like commenting and annotations, help

keep feedback exactly where it should be

The Wordsmith

Department: Editorial

Alias: Copywriter | Editor | Director of Content

Crafting a powerful and persuasive message is one

of the keys to a successful marketing campaign

The Wordsmith has a specialized understanding

of content needs and possesses the skills to

connect to an audience and drive response

2

The Wordsmith 7

Common roadblocks in their workflow

• Inefficient communication during feedback cycles

• Scattered research and source materials

• Lack of insight into a project’s review cycles

Solutions that work

Partner tip

Using Microsoft Office? Our integration lets you open and co-edit

Office files stored in Dropbox using Office Online apps.

Tips for your team to

work better together

If you’re a Wordsmith:

• Involve designers during the early

stages to grant them insight into

the project’s goals

• Keep others informed on progress

They may be hesitant to check in and

disrupt your writing process, so it’s

helpful to share updates that keep

everyone on the same page

If you work with a Wordsmith:

• Keep feedback targeted, actionable,

and timely The Wordsmith should

understand—with minimal guesswork—

exactly what’s expected in the next

version of the deliverable

• Provide clarity on the scope of work, the

roles of all key players, and the expected

outcomes of the campaign

Collaborative editing platform

Dropbox Paper brings writers and collaborators together

on projects in real time, bringing the Wordsmith instant

feedback and clarity

Robust copy brief

Keep all necessary materials—brand voice, research

material, guidelines, objectives, etc —in one document

or folder to let the Wordsmith focus more time on

creating dynamite content

The Artist

Department: Design

Alias: Designer | UX/UI Designer | Art Director

Once the team sets the vision and agrees on the core

message, it’s time to create The design minds step in and

weave all components together into an original and inspired

work To design effectively, Artists need tools to ensure that

they spend less time sorting through files and more time

executing on their skills

3

The Artist 9

Common roadblocks in their workflow

• Managing multiple files and versions among designers

• Translating unclear or contradictory feedback

• Sharing large files

Solutions that work

Partner tip

The Artist can edit Adobe Acrobat files seamlessly across mobile,

desktop, and the web with Dropbox, letting them spend more time

doing what they do best: creating.

Tips for your team to

work better together

If you’re an Artist:

• Label all design files with the version,

date, and a description so when other

Artists jump in to collaborate, they can

avoid confusion and redundant work

• Ask for clarity on any vague or confusing

elements before you start the project

If you work with an Artist:

• Provide them with specific insights

during the planning stages of a campaign,

like examples of work that capture the

look, feel, and emotion you’re aiming to

inspire in your audience

• Be mindful of giving Artists the space

they need to get in their zone Provide

unified, comprehensive feedback rather

than multiple piecemeal rounds that

disrupt their flow

Organized file storage system

Switching to a centralized hub for all files enables

the Artist to access the latest version

Streamlined feedback

Every Artist loves clear feedback Dropbox lets team

members leave comments directly on design files so an

Artist knows exactly what changes need to be made

The Director

Department: Leadership

Alias: Marketing Director | VP of Marketing |

Head of Marketing

As the leader of a marketing team, the Director needs

high-level visibility and control of the broader vision

Directors are responsible for overseeing the project,

presenting work to stakeholders, and showcasing the

impact of their efforts Because of their accountability,

directors are integral to the approval process

4

The Director 11

Common roadblocks in their workflow

• Managing file security

• Tracking the status of a project

• Making sure the project aligns with broader goals and hits ROI targets

Solutions that work

Partner tip

By connecting Dropbox with the Nintex Workflow Platform, you can better

orchestrate and take control of your collaborative document processes

and keep your team productive.

Tips for your team to

work better together

If you’re a Director:

• Get involved early and often Provide

regular feedback to ensure the campaign

is on the right track from the start Late

feedback can disrupt the team’s flow

• Foster relationships with current and

prospective clients to build equity and

keep your team busy with new business

If you work with a Director:

• Coordinate regular check-ins with your

Director to keep them involved at major

milestones of a campaign

• Filter updates appropriately Your Director

doesn’t need all the gritty technical

details Concise updates help them

understand how the project is tracking

Project management hub

With a central location that houses all assets of a campaign,

a director can keep track of what’s happening, with the

option to dive deep into information and provide feedback

when necessary

File protection and access control

Dropbox features like password protection, expiring links,

and sharing controls instill confidence in Directors that their

team’s work is secure

The Amplifier

Department: Distribution, Promotion

Alias: Social Media Manager | PR Manager |

Search/SEO Specialist

Even the best-conceived marketing campaign is powerless

without a calculated plan for exposure When the time

comes to launch the campaign, the Amplifier needs to

craft the right messages for the right audiences and

measure results across each channel

5

The Amplifier 13

Common roadblocks in their workflow

• Keeping track of final assets

• Lack of insight into previous campaigns

• Difficulty tracking campaign progress and performance

Solutions that work

Partner tip

Use Hootsuite to view and sort all of your files, post your social

messages to Dropbox for easy archiving, and track your campaign’s

social impact.

Tips for your team to

work better together

If you’re an Amplifier:

• Keep your team in the loop with a

distribution plan The more they know

about how the assets will be positioned,

the closer they can tailor the product to

meet those goals

• End projects with a team-wide debrief

so everyone knows what performed well

and what didn’t These insights will create

better results the next time around

If you work with an Amplifier:

• Involve Amplifiers in the planning phase

to collaborate on the positioning strategy

to ensure the team’s vision is aligned

• Keep all assets organized for a smooth

hand-off when it comes time to launch

Final file access

The Amplifier needs all the latest, polished files ready

for launch in one easy-to-navigate location

Campaign archives

A shared Dropbox folder with prior campaign results gives

Amplifiers the tools they need to ensure current campaigns

are moving in the right direction

The Hybrid

Department: Multiple

Alias: Marketing Guru | Head of Marketing

and Advertising | Brand Lead

Often found wearing many hats, the Hybrid fills the gaps

necessary for a stellar campaign Due to unfulfilled needs

in their marketing chain, they often take on additional roles

outside their preferred skill set and workflow

6

The Hybrid 15

Common roadblocks in their workflow

• Switching between projects and responsibilities

• Using disconnected technologies

• Balancing multiple tasks

Solutions that work

Partner tip

Use the Dropbox and HubSpot integration to access your files and incorporate

them right into emails, landing pages, and other assets in HubSpot.

Tips for your team to

work better together

If you’re a Hybrid:

• Communicate what you need from your

team on the marketing front so you can

all achieve more together

• Delegate some of your tasks when

possible to achieve high-quality work

If there’s too much on your plate to

handle, the campaign may suffer

If you work with a Hybrid:

• Break down walls of communication with

weekly sync meetings to share updates

and ask questions

• Other teams like sales, product, and

customer support should keep the

Hybrid looped into important conver–

sations about the brand Those

discussions can go a long way in

informing the marketing strategy

Integrated tools

Dropbox integrates with a multitude of productivity apps

so you can continue using the tools you know and love

This minimizes time spent learning new tools and

switching between them

Task lists

To keep track of all the to-dos, create task lists that specify

the action item and deadline In Dropbox Paper, you can

assign and tag specific people to help keep your team

on the same page

Whatever the size of your marketing team, connecting the right people with the

right tools and processes can make or break a campaign Dropbox helps keep

your dream team in sync so everyone can bring their best ideas to life To learn

more about how Dropbox Business can support your next campaign, check out

www.dropbox.com/business/solutions/marketing