TL;DR: This week’s Template Tuesdays spotlight is the SEO Services Delivery template, created by Community member @Kathy Donohue . It helps marketing agencies organize SEO work by client and department, streamline ticket intake through a customized request form, and manage requests from submission to completion. The template includes department-specific folders, dashboards, blueprints, automation rules, custom fields, custom item types, and custom workflows. It also supports tracking SEO service packages and provides visibility into incoming tickets, critical work, workloads, agency customers, and revenue.
Hey Community 👋
Welcome to Template Tuesdays! On Tuesdays, we’ll spotlight a new space template, give you a quick overview, break down the key details, and show you how you can start using it right away.
Wrike’s Templates & Solutions Center helps teams get started faster with ready-made templates for common workflows and use cases. You can find it from your profile menu, or when creating a new space, where you can browse templates created by Wrike, the Wrike Community, or your own organization. These templates are typically structured with pre-built elements such as folders, task lists, request forms, custom fields, dashboards, and automation rules, giving teams a solid starting point that can be customized to fit their needs. For more information, refer to the Help Center article.
This week, we’re spotlighting the SEO Services Delivery template, created by Kathy Donohue 🙌
The SEO Services Delivery template is designed for marketing agencies to organize ongoing work and tickets by active clients and departments. It streamlines the intake process with a customized request form tailored to different types of SEO requests, making task submission clear and efficient.
The template also makes it easy to add new SEO service packages using predefined SKU custom item types, which can help track sales. In addition, it includes dashboards that give teams detailed visibility into workloads, while also providing high-level insights into agency customers and revenue generated from SEO packages.
What’s Inside this template?
How to Install this Template?
1. Click on your profile picture
2. Then click on Templates & Solutions
3. Under Created by section, select Community
4. Select SEO Services Delivery and click on Use template
Or find this template directly using this LINK.
Overview
After you have created a template, in the space, you will find the following folders:
- Active Clients: A folder where you can add your active clients.
- Content Team
- Development Team
- Operations Team
- SEO Team
Each of the above contains 3 sub folders: 01_New Tickets, 02_Tickets in progress, and 03_Completed tickets.
The 01_New Tickets folder is used to receive incoming tickets submitted through the Request Form. When the form is completed and a department is selected, the ticket is automatically added to the corresponding 01_New Tickets folder based on the department chosen in the form.
Now let’s take a look at the Request Form 👀
This template includes a request form for submitting new tickets, allowing users to:
- Select the relevant department
- Describe their needs
- Outline any issues they are facing
- Provide additional details before submitting the request
Once submitted, the new ticket is automatically placed in the 01_New Tickets folder of the department selected in the form.
Included Automation Rules 👇
This template also includes 6 pre-built automation rules, mainly designed to move created tickets to the appropriate folder when their status changes.
For example, when an SEO request ticket’s status is changed to “In Progress,” the ticket is automatically moved from the 01_New Tickets folder to the 02_Tickets in Progress folder.
You can also find dashboards for each department under the Tools section. These dashboards provide an overview of incoming tickets, critical tickets, and more.
Explore the space 🔭
Click the ⚙️ icon next to the Space overview button in the sidebar to review the template’s configuration, including:
- Request Form: Understand how new work requests are submitted and processed
- Custom Fields: Review the key details used to describe each request
- Custom Item Types: See the different types of work or SEO packages that can be requested
- Workflows: Familiarize yourself with the stages each request moves through from start to finish
Customize the space 🛠️
You can tailor the template to better fit your team’s needs by:
- Adding or modifying questions in the Request Form
- Adjusting Custom Fields to capture the most relevant information
- Updating or adding Custom Item Types to match your service offerings
- Tailoring Workflows by adding or changing statuses to reflect your process
Share with your team 👥
To roll out the template successfully:
- Share the Request Form link with other teams or departments submitting requests
- Give team members access to the relevant folders and workspaces where they will manage requests
Special thanks to Kathy Donohue for creating and sharing this template with the Wrike Community so other users can benefit from it as well 🙏
Are you already using a similar setup to manage SEO service delivery, client requests, or department-based ticket workflows? Did this template give you new ideas for streamlining request intake, tracking work across teams, or improving visibility into workloads and revenue? Let us know your thoughts in the comments below 👇
And if you’ve created a helpful template of your own that could support other teams, feel free to submit it through the Wrike Community Templates Submission Form 😄
