Product Launch Campaign Pipeline Template
Ship launches without spreadsheets or chaos
Every launch needs crystal-clear ownership, approvals, and timing, yet most teams still juggle docs, decks, and chat threads. This Instaboard pipeline gives you a Start Here primer, duplicate-ready cards, and labeled lanes so you can see every deliverable move from brief to optimization without hunting for updates. You drag cards left to right, assign owners with due dates, drop in files or dashboards, and tag Creative Review or Legal Review the moment work pauses. When Launch Week arrives, your Ready to Launch cards are the only ones that move forward, keeping go/no-go calls calm and auditable.
- See every deliverable marching left to right on one live board
- Duplicate Launch Milestone cards so owners, due dates, and attachments stay linked
- Tag Creative Review, Legal Review, or Blocked to surface bottlenecks instantly
- Keep briefs, hero assets, and dashboards pinned to every card so nobody digs through Slack
Begin in Brief & Validation
Open the Get Started section at the top left, read the Start Here card, and duplicate the Launch Milestone — card for every major deliverable. Fill in owner, channel, CTA, and metric details, assign the teammate, and set a due date so the card immediately appears in their sidebar. Tag cards Needs Brief until positioning and KPI guardrails are approved, and attach your launch brief or OKR doc so nobody hunts through folders. Leave cards parked in the Brief & Validation list until the team agrees they are ready to build.
Spin up assets in Build & QA
When creative work starts, duplicate the Asset Production Brief — card, drop it into Build & QA, and attach the active Figma or Frame.io link. Tag Creative Review so design, copy, and product know the file still needs polish, and add Blocked if you are waiting on legal or product input. Click the checkbox icon inside the card to add sub-tasks for captioning, localization, or export variations so the whole crew checks work off in one place. Once reviewers sign off, clear Blocked and get ready for channel staging.
Stage channels in Channel Enablement
Channel leads duplicate the Channel Run Checklist — card, park it in Channel Enablement, and outline the audience, offer, CTA, and measurement plan. Assign the card to the channel owner, attach draft copy or a recording, and tag Legal Review if the message needs compliance sign-off. Use comments or quick checklist items inside the card body to log prerequisites like UTM building or landing page QA so nothing leaves the list early. As soon as approvals clear, switch the tag to Ready to Launch so everyone knows it can move into Launch Week.
Run a calm Launch Week
Only Ready to Launch cards travel into Launch Week, so drag those lists forward when go/no-go meetings confirm the send schedule. Screen-share the board during standup, expand each card, and tick checkboxes live so the meeting instantly reflects reality. Due dates become the execution calendar, letting you see whether email, social, PR, and product announcements overlap. If anything slips, drag it back a stage, reapply Blocked, and capture the reason inside the card so leadership gets the full story.
Optimize and report fast
After launch, move cards into Optimize & Report, retag them Post-Launch Readout, and attach Looker dashboards, ad reports, or retro docs. Duplicate the Risk / Blocker card for any unexpected issues you’re chasing so the team can swarm on fixes. Create summary comments that capture learnings and link to experiments you want to run next. When the retro wraps, archive or duplicate the board for the next release so your proven workflow is only one click away.
What’s inside
Start Here control panel
A briefing lane with Launch Milestone, Asset Production Brief, and Risk / Blocker templates plus guidance on how to flow cards.
Launch Campaign Flow
Five tightly spaced lists—Brief & Validation, Build & QA, Channel Enablement, Launch Week, Optimize & Report—each constrained to 300 px for quick scanning.
Channel-ready micro-templates
Duplicateable cards for channel runs, assets, and risks so you never type the same fields twice.
Label primer lane
Shared color code (Needs Brief, Creative Review, Legal Review, Ready to Launch, Blocked, Post-Launch Readout) to keep approvals and status consistent.
Demo-filled board
Pre-filled cards show how to assign, attach, tag, and drag work so your team can mirror the flow on day one.
Why this works
- Align every launch contributor on the same visual pipeline
- Expose approval bottlenecks immediately with shared labels and stages
- Keep go or no-go decisions traceable via card history, due dates, and attachments
- Carry learnings forward by storing readouts and retros alongside the original work
FAQ
How do I handle hardware and software deliverables together?
Keep one board, but duplicate Launch Milestone cards per track and use indentation or tags (e.g., Hardware, Software) so each card still moves through the same five stages.
What if we have overlapping launches?
Create a folder and duplicate this template per launch, or keep a single board and use the Post-Launch Readout label plus due dates to filter to the campaign you need.
Can sales or success teams update this too?
Yes—invite them to the board, assign cards with due dates when enablement steps are theirs, and have them attach customer-ready decks or FAQs so marketing gets pinged the moment something slips.
Where should performance dashboards live?
Attach Looker, Tableau, or Sheets links directly to each Post-Launch Readout card so the metrics are one click away and travel with the work item.