Copywriter Deliverables Tracker Template
Keep every draft and approval moving
Open the template, duplicate the Deliverable blueprint card in Brief Intake, and instantly see your copy pipeline on a single Instaboard canvas. Copywriters juggle blog refreshes, nurture emails, landing pages, and case studies across clients, and each piece demands different reviewers and assets. This template keeps every project inside one card stack: assign the writer, attach research, apply timeline labels, and move cards from intake through polishing and promotions. Labels flag high-priority or stalled pieces, while micro-templates cover SME follow-ups and launch checklists so nothing slips between tools.
- Keep every brief, draft, and approval inside Instaboard cards on one shared canvas
- Flag bottlenecks instantly with labels and the optional SME review column
- Duplicate micro-templates to spin up new deliverables fast
- Hand off finished content with nested promo checklists and attachments
Start in Brief Intake
Duplicate the locked Deliverable blueprint card into the Brief Intake column, then rename it for the project in front of you. Attach the approved brief, outline, or research doc so the team sees the source context immediately. Assign the responsible writer, set the due date, and add labels like Rush turnaround or Awaiting SME notes if you already spot risks. If stakeholder intel is missing, drop an SME intake notes card underneath and capture promised data points. Keep the deliverable card at the top of the column until you're ready to draft so intake stays orderly.
Pro tip: Need multiple deliverables for one campaign? Group them with the same color tag so you can filter the pipeline.
Draft with built-in QA
Drag the deliverable into Draft in Progress the moment writing begins so the status reflects real work. Use the card description for running commentary - the notes stay attached to the deliverable instead of getting lost in Docs or Slack. Assign SEO spotlight labels when keyword or schema tasks are live and drop the provided task card to track your on-page optimization checklist. Attach working files or Loom walkthroughs so reviewers understand your intent before leaving feedback. Everyone following the card sees the updates in real time on the canvas panel. Leave the SME intake notes card nested beneath if you'll need to confirm data on the next stage.
Collect approvals without losing context
When subject-matter experts need to chime in, move the stack into SME Review (optional) so the team knows feedback is pending. @mention stakeholders directly inside the card so Instaboard pings them on the canvas without another email chain. Update the due date if they extend the timeline, and tick off the task stub once approvals arrive. Shift the card to Client Review as soon as it's ready for external eyes and use the revision log task to document requested changes on the same card. Apply the Client revisions label when updates come back so writers can triage edits and reassign the card if ownership changes mid-cycle.
Pro tip: Keep each revision cycle as a checklist so you can hand off proof of changes to the client if needed.
Launch and archive like a pro
After clients approve the copy, move the deliverable into Ready to Publish and drop the promotion rollout card underneath to coordinate handoffs. Tag distribution owners, attach final assets, and add the target go-live window so everyone knows when to schedule social or email pulls. Once the content is live, slide the stack into Published & Archived and link performance dashboards in the attachments to close the loop. Remove old labels that no longer apply so the archive stays scannable, then duplicate the deliverable blueprint again to kick off your next project.
What’s inside
Brief Intake lane
Centralize new copy requests with the locked Deliverable blueprint card so every project starts with consistent fields at the top of Brief Intake.
Drafting workspace
Track live writing work by updating the deliverable card description, attaching drafts, and parking SEO task cards beneath the stack.
SME review checkpoint
Wait on stakeholder or legal approvals inside the SME Review (optional) column while labels like Awaiting SME notes keep the bottleneck obvious.
Client review center
Log edits with the revision task card, adjust due dates from the card header, and keep threaded comments tied to the deliverable.
Promotion handoff cards
Nest promotion rollout cards and attach final assets so social and paid teams pull everything from the same stack when it's launch time.
Why this works
- Maps the entire copy pipeline end to end
- Surfaces approval bottlenecks before deadlines slip
- Keeps SME and client feedback tied to each deliverable
- Makes promotion handoffs part of the writing workflow
FAQ
Can agencies use this for multiple clients?
Yes - duplicate the deliverable blueprint for each client project and color-code labels or prefixes by client name to keep workstreams distinct.
How do I track the same deliverable across channels?
Keep one main deliverable card and nest promotion rollout task cards beneath it so every channel handoff stays attached to the approved copy.
What if I don't need SME review on every project?
Skip the optional column for lighter briefs - drag cards straight from Draft in Progress to Client Review whenever subject-matter feedback isn't required, or collapse the SME column so it stays out of the way.
Can I store attachments larger than copy docs?
Yes - attach scripts, slide decks, or design files directly to the deliverable card so reviewers never chase assets across other tools, and Instaboard shows file badges on the card face.