Template Systems for Product and Marketing Communications

What Communications Looked Like Before

Client-facing communications and release notes were built in Word and sent to customers as PDF attachments.

I worked with our Chief Client Officer, product managers, and marketing team to replace that with a template system inside our own CMS, the same one our clients use. Authors write directly into a structured, on-brand format and publish to every channel from a single source.

The goals were to:

• move authors off Word and PDF attachments and into the CMS
• deliver PDF, web and email versions from one source, so customers can share them downstream
• give official communications a unified look that builds trust and professionalism

Inside the Template System

Structuring the Content

The Authoring Experience

Practicing What We Preach: Scaling Internal Comms

What used to require hours of manual formatting now happens automatically, ensuring every communication stays on-brand by default. This consistency built customer trust while giving internal teams a unified system, eliminating the need to reinvent layouts for every send. It also proved the power of our CMS, allowing us to run our own communications on the exact product our clients rely on daily.