Advertising Project Portfolio Planning

A creative partner that plans with you

Portfolio Stack helps agencies structure ideas, manage teams, and execute high-performing campaigns across multiple platforms and goals.

Plan Builder

Rapidly generate strategic marketing and creative portfolios.

Tailored to campaign types and agency goals
Aligns with industry trends and digital priorities
Supports diverse campaign formats

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Start building your roadmap in minutes

Work Dashboard

Manage execution across multiple campaigns and channels.

Overview of cost, timeline, and campaign scope
Full WBS with project-level line items
Reminder system for critical milestones

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Get a clear view of every initiative

Team Planner

Assemble and manage creative, strategy, and production teams.

Suggested roles for typical agency functions
Customizable duration and rate inputs
Integrated talent sourcing options

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Plan roles and resources with confidence

Integration Manager

Work inside your team’s preferred PM tools.

Export-ready for Google Sheets, Smartsheet, and TeamGantt
Pro integrations with ClickUp, Trello, Jira, and more
Includes field-level sync instructions

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Sync your stack and streamline delivery

Strategy Toolkit

Get campaign-specific templates and frameworks.

Creative briefs, presentation decks, and feedback loops
SWOT/Pestle tools for brand strategy
Campaign checklist and content planning tools

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Use proven templates to jumpstart planning

Insight Center

Explore trends and campaigns that inspire success.

View average campaign metrics across agencies
Access personalization and performance benchmarks
Read real case studies and curated blog posts

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Explore benchmarks and best practices now

Strategic initiatives powering advertising success

Whether you're enhancing a digital strategy or launching influencer campaigns, Portfolio Stack structures your plans around the priorities that matter most.

Enhancing Digital Marketing Strategies

Reach wider audiences through smarter, data-driven digital tactics.

Optimize campaigns for SEO, PPC, email, and content
Increase engagement and lead quality
Challenges: ROI tracking, integration, tool adoption

Personalized Advertising Campaigns

Use data to deliver more relevant experiences to your audiences.

Boost conversions and upsells through personalization
Improve targeting and lifecycle value
Challenges: Privacy, cross-system data, segmentation

Expanding Social Media Presence

Drive visibility and connection through multi-platform growth.

Grow followers and campaign interaction
Leverage influencers and visual storytelling
Challenges: Measuring ROI, trend tracking, content volume

Utilizing Influencer Marketing

Tap into trusted voices to grow your reach and impact.

Build credibility through aligned partnerships
Scale impact with niche audiences
Challenges: Vetting, costs, long-term planning

Leveraging Programmatic Advertising

Use automation to place smarter, faster ad buys.

Improve targeting and budget efficiency
Drive measurable reach and retargeting gains
Challenges: Ad fraud, ecosystem complexity, vendor selection

Implementing Data Analytics & Insights

Turn customer data into creative direction and decisions.

Understand behaviors and fine-tune creative strategy
Optimize budget use across media
Challenges: Skill gaps, integration, real-time analysis

Built for the people driving change in your industry

Portfolio Stack supports business leaders, managers, and operational teams with clear roadmaps, structured plans, and agile execution frameworks tailored to industry demands.

Business Leaders

Align client goals with scalable delivery

Founders and executives use Portfolio Stack to unify agency strategy, improve efficiency, and gain competitive insights.

Build repeatable campaign templates
Monitor portfolio-wide KPIs
Present clear roadmaps to stakeholders

Consultants

Pitch smarter strategies with evidence and structure

Marketing and brand consultants use Portfolio Stack to deliver scalable plans that earn client trust.

Build personalized campaign portfolios
Use benchmark data to guide recommendations
Share plans and templates directly with clients

Project Managers

Keep campaigns on schedule and in scope

PMs track timelines, manage roles, and keep deliverables on pace with Portfolio Stack.

View work breakdowns by project
Assign tasks and estimate costs
Export to agency PM tools

Trusted by teams like yours

Using Insight Center helped us benchmark our influencer strategy and pivot to a new platform with real-time data support.

Carla Nguyen

Brand Consultant

Prism Collective

Portfolio Stack gave us the ability to turn a campaign concept into a full execution plan by the next morning.

Nia Roberts

Creative Director

Elevate Agency

We’ve saved over 20 hours per week in campaign planning thanks to their toolkit and team planner features.

Josh Patel

Sr. Project Manager

Spark & Co.

Plan and execute bold campaigns with precision

Deliver high-impact campaigns with greater clarity

Accelerate campaign planning

Cut hours off your initial strategy and resourcing phases.

Stay agile with data & insights

Adapt your strategy with real-time insights and benchmarks.

Align cross-channel execution

Keep creative, strategy, and analytics aligned with one clear plan.

A creative partner that plans with you

Plan Builder

Work Dashboard

Team Planner

Integration Manager

Strategy Toolkit

Insight Center

Strategic initiatives powering advertising success

Enhancing Digital Marketing Strategies

Reach wider audiences through smarter, data-driven digital tactics.

Personalized Advertising Campaigns

Use data to deliver more relevant experiences to your audiences.

Expanding Social Media Presence

Drive visibility and connection through multi-platform growth.

Utilizing Influencer Marketing

Tap into trusted voices to grow your reach and impact.

Leveraging Programmatic Advertising

Use automation to place smarter, faster ad buys.

Implementing Data Analytics & Insights

Turn customer data into creative direction and decisions.

Built for the people driving change in your industry

Align client goals with scalable delivery

Founders and executives use Portfolio Stack to unify agency strategy, improve efficiency, and gain competitive insights.

Pitch smarter strategies with evidence and structure

Marketing and brand consultants use Portfolio Stack to deliver scalable plans that earn client trust.

Keep campaigns on schedule and in scope

PMs track timelines, manage roles, and keep deliverables on pace with Portfolio Stack.

Trusted by teams like yours

Advertising

Industry FAQ

Sign up for email updates

Plan and execute bold campaigns with precision

Deliver high-impact campaigns with greater clarity

Accelerate campaign planning

Cut hours off your initial strategy and resourcing phases.

Stay agile with data & insights

Adapt your strategy with real-time insights and benchmarks.

Align cross-channel execution

Keep creative, strategy, and analytics aligned with one clear plan.

A creative partner that plans with you

Plan Builder

Work Dashboard

Team Planner

Integration Manager

Strategy Toolkit

Insight Center

Strategic initiatives powering advertising success

Enhancing Digital Marketing Strategies

Reach wider audiences through smarter, data-driven digital tactics.

Personalized Advertising Campaigns

Use data to deliver more relevant experiences to your audiences.

Expanding Social Media Presence

Drive visibility and connection through multi-platform growth.

Utilizing Influencer Marketing

Tap into trusted voices to grow your reach and impact.

Leveraging Programmatic Advertising

Use automation to place smarter, faster ad buys.

Implementing Data Analytics & Insights

Turn customer data into creative direction and decisions.

Built for the people driving change in your industry

Align client goals with scalable delivery

Founders and executives use Portfolio Stack to unify agency strategy, improve efficiency, and gain competitive insights.

Pitch smarter strategies with evidence and structure

Marketing and brand consultants use Portfolio Stack to deliver scalable plans that earn client trust.

Keep campaigns on schedule and in scope

PMs track timelines, manage roles, and keep deliverables on pace with Portfolio Stack.

Trusted by teams like yours

Advertising

Industry FAQ

How does Portfolio Stack help structure advertising campaigns?

Can I manage multiple client campaigns in one place?

How do I adjust plans based on shifting market trends?

Does Portfolio Stack use AI to support advertising planning?

Is Portfolio Stack suitable for creative and brand agencies?

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