The Blueprint
The detailed guide for this solution. Use the copy-and-paste Copilot Chat prompts or the manual SharePoint fallback steps.
This blueprint helps you create a trustworthy source for approved brand assets, campaign plans, reusable templates and current marketing knowledge—without turning SharePoint into a graveyard of old creative files.
Your purchase includes the Marketing Hub, a short How to Use Your Blueprint visual guide and the Simply SharePoint Best Practice Guide. The detailed Blueprint shows what to create in SharePoint, how to use Copilot Chat and how to continue manually if Copilot is not available.
The detailed guide for this solution. Use the copy-and-paste Copilot Chat prompts or the manual SharePoint fallback steps.
A short visual guide to the Simply SharePoint method, the two routes, checkpoints and what to do when Copilot is unavailable.
The practical foundations for trusted sources, natural-language naming, useful metadata, ownership, lifecycle and governance.
These are sections of the single detailed Blueprint—not separate workbooks, template packs or pre-built sites.
The exact components you create: approved brand resources, active campaign work, marketing templates, archive, brand review actions and content requests.
Prompts to create each library, list, metadata field, view and formatting rule from inside the relevant SharePoint component.
Short checklists after each library and list so you confirm columns, views, formatting, access settings and approval signals.
Start with the SharePoint site, create the components in order, add pages and navigation, then test the approved-resource route.
A staged inventory, review and decision sequence for duplicate assets, stale content, unclear approval status and material to archive.
Manual SharePoint steps if Copilot is unavailable, plus approval, launch and ongoing review checks.
You do not need to throw away what already exists. The Blueprint gives you a safe sequence for a clean configuration and a separate route for cleaning up content already in use.
Separate reusable approved brand resources from live campaign work and historical content.
Agree which content needs an owner, status, audience, campaign or approval label.
Create views, navigation and page pathways around the real moments people need an asset or template.
Test that people can find the current material and maintain it without extra admin friction.
Map brand and campaign content across locations without automatically deleting anything.
Brand owners identify current, archived, duplicate and restricted material before migration.
Use Copilot to suggest content groups, summaries and candidate tags; owners confirm the terms and status.
Publish the approved route, hand over ownership and make the update pattern visible.
Copilot in SharePoint is required. The person following this Blueprint needs access to Copilot in SharePoint and the target workspace must meet your organisation’s licensing, tenant availability, permissions and content-governance requirements. Advanced work at scale may use Copilot Credits. If a Copilot capability is unavailable, the manual SharePoint route in the detailed Blueprint keeps the configuration moving.
Get the detailed Blueprint, the How to Use Your Blueprint visual guide and the Simply SharePoint Best Practice Guide—then create or clean up your Copilot-ready workspace at your own pace.