6 smarter ways marketing teams can plan projects faster

Read Time: 3 minutes

Limara Schellenberg
Limara Schellenberg

Updated: Oct 1, 2025

Marketing moves fast — but planning? Not always.

Whether you're launching a campaign, running a product sprint, or kicking off a new channel strategy, the biggest delays usually happen before the work starts. Scheduling calls. Aligning on goals. Chasing down feedback.

Here’s the good news: it doesn’t have to be this hard.

These six fixes can help you move from messy planning to smooth execution — faster.

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Quick reference: smarter planning at a glance

Tip

What it solves

Doodle feature used

Replace back-and-forth scheduling

Endless Slack/email threads

Sign-up Sheets

Set a recurring rhythm

No meeting structure

Booking Pages

Use Booking Pages with hosts

Bottlenecks with experts/freelancers

Booking Pages (per host)

Start with a shared brief

Unclear goals, duplication

Link docs in the invitation (description)

Standardize planning tools

Rebuilding docs every time

Attach templates to invites

Pre-book reviews

Late or missing approvals

Sign-up Sheets with capacity limits

1. Replace back-and-forth scheduling with Sign-up Sheets

Trying to schedule with more than two people? You’re in chaos territory. Instead of endless “Can you do Wednesday?” messages, offer a Sign-up Sheet with pre-defined time slots and let people self-serve.

Real win: Everyone sees what’s available, picks a slot, and moves on. You stay out of calendar ping-pong.

2. Set a recurring rhythm for planning

Consistency cuts friction. Set up recurring sessions for:

  • Monthly campaign planning

  • Weekly syncs with design/content

  • Quarterly cross-team check-ins

Set them once using Booking Pages, and your team knows what to expect.

Real win: No more scrambling to set up the “same” meeting again and again.

3. Use Booking Pages with hosts for personalized access

Some meetings need direct access to specific people — like a design lead, data analyst, or external freelancer. That’s where Booking Pages with hosts come in.

Each person can set their own availability, and others can book directly with them — no back-and-forth. Great for:

  • 1:1s with stakeholders

  • Freelance content reviews

  • Internal expert check-ins

  • Pre-scheduled approvals

Real win: Your team gets the expert time they need — when it actually works for both sides.

4. Start with a clear, shared brief

Too many teams skip straight to “what” without aligning on “why.” Create one central brief with:

  • Goal

  • Audience

  • Timeline

  • Owner(s)

  • Deliverables

Then share it early. You can even drop it directly into a Sign-up Sheet or meeting invite.

Real win: Aligned expectations mean less backtracking — and fewer surprises.

5. Standardize your planning tools

If your team is rebuilding planning docs from scratch each time, you’re moving slow. Create reusable templates for:

  • Campaign briefs

  • Asset lists

  • Launch checklists

  • Review timelines

Attach those templates to your invites or Sign-up Sheets in the description. That way, people come prepared.

Real win: Faster ramp-up. Cleaner handoffs. Fewer blockers.

6. Pre-book reviews before the work begins

Don’t wait to schedule approvals until you need them — that’s how timelines get blown. Instead:

  • Pre-schedule stakeholder reviews during kickoff

  • Use Sign-up Sheets with limited capacity for feedback sessions

  • Add Booking Pages for 1:1 follow-ups with decision-makers

Real win: Feedback happens on time, and projects don’t stall at the finish line.

Sign-up Sheets vs Booking Pages — what’s the difference?

Use this…

When…

Sign-up Sheets

You’re organizing a group session and want people to choose from shared slots (e.g. workshops, office hours, launch reviews)

Booking Pages

You need others to book time directly with an individual, based on their real-time availability (e.g. 1:1s, expert support, freelance reviews)

Tips for working with hosts

  • Ask hosts to update availability weekly

  • Add buffers to avoid back-to-back fatigue

  • Control who can book with access settings

  • Use custom fields to collect context before meetings

Bonus tip: connect your tools

Doodle integrates with your calendar, so:

  • Invites go straight into everyone’s calendar

  • Reschedules sync automatically

  • Reminders reduce no-shows

Real win: Zero surprise meetings. Fewer flakes. Maximum flow.

Final thoughts: structure makes speed possible

Marketing doesn’t slow down. But your planning process might be.

By adding just a bit of structure — and using tools like Doodle to take the friction out of meetings — your team can move faster, hit deadlines, and spend more time actually marketing.

No credit card required

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