Case Studies

One request process and modular Marketo templates for faster campaigns

Written by Gavin Garrison | Sep 28, 2026, 5:18:34 PM

The challenge

Our client's digital marketing campaigns came in from many teams through many routes. Requests arrived in different formats, approvals moved by email, and it was hard to see what was in flight.

Every campaign also started too close to a blank page. The global digital team wanted flexible templates that would let it move from approved request to live campaign much faster.

What we did

As a trusted partner and extension of the team since the company was founded, Trellist worked with the global digital team to fix the process from intake to launch.

  • A centralized request process. We developed a single digital project request process so every campaign starts in the same place with the same information.
  • Automated approvals. An automated workflow routes each request to the right approvers, replacing manual follow-up.
  • Modular Marketo templates. Trellist built a series of modular landing page templates in Marketo to cover different digital campaign scenarios.
  • Ongoing campaign support. We continue to develop digital campaign strategy, assets, and reporting on top of the new process.