How to Stay Organized: A Marketing Workflow Checklist
After freelancing for seven years in the digital marketing industry, I can 100% say that having my systems and processes in place has benefitted me the most when managing marketing for myself and any clients I work with. Like I tell my clients when going over social strategy about the importance of staying consistent, that is also true here in our workflows and operations; The more we are set up, the more streamlined our workflow is, and the better our results and energy will be.
Steal my workflow:
Set up project management board for the week (Notion)
Schedule blog content for the week (Later)
Review content calendar and client notes/feedback
Create content
Review social analytics
Review content distribution plans
Draft weekly updates for clients to go out at the beginning of each week
Now let's dive In:
Project Management: Set up a project management board for the week (Notion). The project management board is everything for the back end of your marketing efforts. If you can organize your workflow for the week, you will feel much more productive. I list all deliverables for the week and any resources I need for the upcoming week, tag and update any team members with deliverables, and tag each client to review the upcoming list.
Content Distribution: I am huge on providing value consistently, which is why this is listed on the weekly checklist. I rely heavily on content distribution when I create content that can be used in many other ways than just being posted once. Each week I repost my blogs (Updating the creative and changing the copy) and continue driving traffic to my website and resource hub.
Review content calendar/client notes: If you are running digital, the best thing you can do for yourself is set yourself up ahead of time, which means content Marketing strategy —> Editorial Calendar —> Scheduling Ahead of time. I know many people don't prioritize this, but think about how many hats you must wear daily in digital marketing. Having content already mapped out gives you time/energy to tap into other tactics such as community management and engaging with your community more, building out lead generation tacts that bring in more sales. Another perk of scheduling ahead and having your content mapped out is you can always move the content; if you get inspired, if something pops up, you can always move the post!
Create Content: To build on top of the previous point, since I have my initial content posts (Feed) scheduled ahead of time, this allows me to create content for the upcoming week, such as engaging story templates, creating outreach messages & visuals to build on the DM strategy and connect more profoundly with my audience. This section can look different each week depending on what's coming up this week and if I am testing different ways to connect with my and my client's audiences.
Review Analytics: I review analytics every week, and during my weekly review on social I focus heavily on content and engagements, what is getting interesting, what brought in messages, what brought in leads, and what content didn't do that well. What do I review on my weekly review for email/sms, what campaigns did the best, and what results did we see from the past week? What I check on my weekly review for ABM tactics is outreach messaging, what we see from our leads lists and outreach flow, and what potential leads open/respond to. What I review on the website is where traffic is coming from and what content is getting the most traffic. I do this weekly because it's very important to be strategic with content and not just put post after post out for no reason.
Review Content Distribution Plan: I can't stress this enough do not create a piece of content and never use it again. You can use that piece of content and tweak it to use it repeatedly. Each week I review our past content and start scheduling different visuals/copy for it to constantly repost, repurpose, and reusing previous content, especially the content that did well.
Drafting Weekly Updates: Another huge task I do every week is to send a weekly update to any client we work with. Our job as marketers and freelance boutique agencies is to update what is happening and what tactics we are working on. I strive to educate anyone I work with about why we are doing a specific tactic. And the results on an ongoing basis.
Curious how I can set up your marketing workflow so that it is streamlined every week and working for you. Email info@healthydashofsocial.com or book your free call here to see how we can work together!
