How to Build a Marketing Communication Strategy in ClickUp

ClickUp can help you turn scattered marketing ideas into a clear, repeatable communication strategy that reaches the right audience on the right channels. This how-to guide walks you through each step, based on proven marketing communication principles.

A strong strategy keeps your campaigns aligned with business goals, gives your team clarity, and makes it easier to measure what works. Follow the steps below to set up a complete framework you can manage inside your workspace.

Step 1: Capture Your Marketing Goals in ClickUp

Before building any workflow, you need defined outcomes. Your communication strategy should always support specific business and marketing goals.

Define SMART goals

Use a ClickUp Doc or a List description to write goals that are:

• Specific – e.g., “increase demo requests from paid social”
• Measurable – tied to numbers like signups or leads
• Achievable – realistic given your budget and team
• Relevant – aligned with overall business objectives
• Time-bound – have a clear deadline

Create a task for each major goal so you can attach related campaigns, assets, and reports in one place.

Map goals to communication objectives

Once goals are listed, convert them into communication objectives, such as:

• Increase brand awareness in a new segment
• Educate existing users about a feature
• Drive traffic to a product page

Store these as custom fields or subtasks under each goal task so the entire team understands why every message exists.

Step 2: Document Target Audiences in ClickUp

Effective communication depends on knowing exactly who you want to reach and how they think. Use ClickUp to centralize your audience research.

Create persona Docs in ClickUp

For each key audience, create a persona Doc and include:

• Demographics – role, company size, industry
• Psychographics – motivations, values, buying triggers
• Pain points – problems your solution solves
• Preferred channels – email, social, communities, events

Link persona Docs to relevant campaign Lists so copywriters and strategists can reference them quickly.

Align audiences with customer journey stages

Set custom fields to label each task with a journey stage such as:

• Awareness
• Consideration
• Decision
• Retention

This keeps your ClickUp views focused, allowing you to filter and group tasks by audience and stage when planning content.

Step 3: Choose Communication Channels in ClickUp

Your strategy should clarify which channels you will use and why. Centralizing channel planning in ClickUp prevents duplicate work and mixed messaging.

Build a channel inventory

Create a List called “Channels” and add tasks for:

• Website and blog
• Email marketing
• Social media platforms
• Paid advertising
• Events and webinars
• PR and partnerships

Use custom fields to track target audience, goal, owner, and frequency for each channel.

Prioritize channels for each campaign

When creating a new campaign List in ClickUp, add a checklist or custom field for selected channels. Include notes on:

• Core message for that channel
• Key metric (CTR, signups, registrations)
• Creative requirements (video, image, copy length)

This structure helps your team avoid spreading efforts too thin and ensures that every channel has a clear purpose in the campaign.

Step 4: Craft Key Messages and Positioning in ClickUp

Strong communication strategies depend on consistent messaging. Use ClickUp to maintain a single source of truth for your positioning and value propositions.

Centralize messaging frameworks

Create a “Messaging Hub” folder with Docs for:

• Brand promise and positioning statement
• Elevator pitch
• Product value propositions
• Message variations by audience and journey stage

Link these Docs inside task descriptions so every new asset stays on-brand.

Use ClickUp to tailor messages

For each campaign task, add subtasks to draft variations of your message for different channels. Capture:

• Short hook or headline
• Body copy or script outline
• Call-to-action

This structure makes it easy to review messaging across channels and keep it consistent.

Step 5: Plan Campaigns with ClickUp Views

Once goals, audiences, channels, and messages are defined, you can turn strategy into a visual plan your team can execute.

Set up a marketing communication Space in ClickUp

Create a dedicated Space for marketing communication strategy. Inside it, add:

• Lists for campaigns, content calendar, and experiments
• Folders for evergreen programs like email, social, and events
• Custom statuses such as Planning, In Review, Scheduled, Live, and Completed

Establish naming conventions so everyone immediately understands the purpose of every List and task.

Use Calendar and Board views

Within each campaign List, create views like:

• Calendar View – to see when messages go live across channels
• Board View – to manage work by status
• List View – to review tasks by priority, owner, or channel

These views allow stakeholders to quickly scan what is planned, what is in production, and what has shipped.

Step 6: Assign Ownership and Workflows in ClickUp

Clear ownership is essential for strategic communication. Use ClickUp features to make responsibilities visible and repeatable.

Define roles and assignments

For each task, assign:

• A single owner responsible for delivery
• Collaborators or reviewers
• Due dates tied to the campaign timeline

Use task templates with pre-set assignees and checklists for activities like email creation, blog publishing, or social campaigns.

Document approval workflows

Create a standard process for approvals, such as:

1. Draft created
2. Internal review
3. Stakeholder approval
4. Final QA
5. Schedule and launch

Map each step to task statuses in ClickUp so progress is always visible without extra meetings.

Step 7: Measure Results and Optimize in ClickUp

No communication strategy is complete without measurement. Track performance and insights directly in ClickUp to close the feedback loop.

Define metrics for each channel

Use custom fields to capture metrics like:

• Opens and clicks for email
• Engagement rate for social media
• Cost per lead for paid campaigns
• Registrations and attendance for events

Update these fields as data comes in, or connect reporting tools that sync with your workspace.

Run post-campaign reviews in ClickUp

After each campaign, create a retrospective task or Doc that includes:

• What worked well and why
• What underperformed
• Audience responses and insights
• Ideas to test in the next cycle

Tag this documentation so future campaigns can easily reference past learnings.

Step 8: Keep Your ClickUp Strategy Playbook Updated

A marketing communication strategy is a living document. As your company, product, and audience evolve, your approach in ClickUp should evolve too.

Schedule regular strategy reviews

Create recurring tasks to review:

• Core messaging and positioning
• Channel performance
• Audience definitions and personas
• Workflow efficiency in your workspace

Use these sessions to refine processes, remove unused channels, and double down on what is working.

Train your team on the ClickUp system

Document how your marketing communication system works, and share a short onboarding Doc or video. Ensure new teammates know where to find goals, personas, messaging, and campaign plans.

Additional Resources

For a deeper dive into the concepts behind this guide, review the original article on marketing communication strategy from ClickUp’s blog.

If you need help implementing a scalable workspace or optimizing your process, you can explore consulting support at Consultevo.

By combining a clear strategy with structured workflows in ClickUp, your team can deliver consistent, effective marketing communication across every channel.

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If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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