Template Library Curation and Refresh (Retention)
A checklist with 7 steps: Audit template usage data across all active client accounts.
By InnovaAI ResearchPublished
What are the steps?
Template Library Curation and Refresh (Retention)
- 01
Audit template usage data across all active client accounts
Pull analytics from the video creation platform (e.g., MakerMoon or Plainly) to identify which templates are used most, which are unused, and which have high drop-off rates.
- 02
Score each template against current brand guidelines and client feedback
Review templates for outdated logos, colors, or messaging. Cross-reference with any client complaints about template fatigue or lack of differentiation.
- 03
Retire templates with zero usage in the last 90 days
Archive templates that no client has touched in a quarter. Keep a backup copy in a separate library in case a client requests a revival.
- 04
Update high-usage templates with fresh design elements and CTAs
Replace generic stock footage with client-specific B-roll or AI-generated scenes. Update text overlays to reflect current campaign messaging.
- 05
Create 3-5 new templates based on trending formats and client requests
Monitor social media trends and client briefs for new video formats (e.g., vertical shorts, explainer series). Build templates that reduce assembly time for these formats.
- 06
Notify client success managers of template changes and new additions
Send a brief changelog to each CSM highlighting what was retired, updated, and added. Include a one-sentence use case for each new template.
- 07
Schedule the next curation cycle on the agency calendar
Set a recurring quarterly reminder to repeat this checklist. Align the cycle with the agency's content planning rhythm to avoid mid-campaign disruptions.