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You’re managing a team of marketers. Each has a different job, a different set of tools, and a different way of working.
How can you manage those and make sure they’re spending their time effectively without getting on their bad side?
You don’t want to be a micro-manager, after all.
Luckily, there are a set of processes that you’ll need to make sure your team is spending time on high-growth activities.
It starts with a solid marketing operations team.
Putting this advice into practice will take some tools. Get started with some downloadable options in this kit:
Wondering exactly what “marketing operations” means?
This term describes how a marketing team runs. Also known as “MO,” it’s broken up into three main roles:
Marketing operations is the piece of the puzzle that defines how a marketing team runs behind the scenes. It makes sure campaigns run smoothly, team members are happy, and more importantly — meet their goals.
Ready for some obvious news? The person handling this part of a marketing strategy is called a marketing operations manager.
This person handles the HR of their team, marketing strategy, and toolstack. It’s their job to make sure they’ve got a strong team who is equipped with the best technology and training to create ground-breaking marketing campaigns.
A marketing operation manager’s main goal is to optimize the entire marketing process — from budgeting for each campaign and managing assets, to optimizing ROI and sending MQLs to sales.
Lower-level marketing staff will report to them. They typically report to a CMO or CEO on behalf of the entire marketing department.
This video, from Informatica, does an excellent job breaking down what their work entails.
Now we’re clear on what marketing operations actually is, so let’s move on to the juicy part: why it’s important.
We’ve already mentioned that a marketing operations manager wants to improve the output of their marketing team. That’s why one of their main priorities is to work on boosting staff productivity.
In practice, this could be a social media marketer complaining that they spend too much time doing a low-output task.
That time-consuming task might be pulling their focus away from something more important or of higher value, which impacts how much work they get done. In turn, the marketing operations manager would look for tools to do it for them.
Before you brush this off as a niche example, remember that modern technology could automate 45% of the activities people are paid to perform. There’s always a task you can cut; it’s a marketing operations manager’s job to spot it.
Marketing operations also keeps a marketing team on track to meet their goals.
Let’s say that your monthly report shows you’re behind on your KPIs, and you aren’t predicted to meet your forecast of 500,000 website visitors by the end of Q1.
Your marketing operations manager spots this, and plans a way to fix it — maybe with new assets, extra promotion of existing content, or budget for advertising. Either way, the problem is solved before it starts stunting growth even further.
Now you know that marketing operations is a key part of any marketing department, you might be questioning which processes your manager will handle.
Here are five processes you need to create from the get-go:
Did you know that the average company spends 26% of their annual revenue on marketing?
Sure, your marketing operations manager will need a process to define how much of your revenue will be assigned to marketing efforts. They’ll also need to break down how that budget is proportioned to various channels or departments, such as:
This process varies dramatically from company to company.
You might decide to split your budget proportionally based on how important each channel is for your business, or you might be planning an advertising campaign that needs more budget at specific times of the year.
Your marketing operations manager needs a plan of action of how to set those budgets — and, more importantly, make sure you’re not overspending.
Marketing teams shouldn’t work in silos.
It’s your marketing operation manager’s job to make sure that the leads you’re driving from marketing are converting into sales-qualified leads.
It’s harder than you might think; just 13% of MQLs convert to SQLs.
Failing to convert your marketing leads could lead to your department wasting their time and budget. You’re attracting people who won’t buy — making your entire strategy pointless.
However, a lead management process constantly evaluates this conversion rate. It also allows marketing teams to collaborate with sales to identify your top customers, so you can rejig your strategy to attract them.
That’ll work wonders on your marketing ROI.
Reporting has gained a reputation for being boring, but while your creative team might not want to digest data, you won’t know whether your strategy is working without them.
A marketing operations manager needs a process for creating these reports, which includes:
The good news? This process doesn’t have to be complex.
Simply write up the answers to those points in a shared document and explain it to your team. Tell them to follow that process when they create a new marketing report.
Every marketing team has assets. This usually includes content (i.e. blog posts, videos, and podcasts).
A marketing operations manager needs to control everything related to these assets, including their:
Without a process for this, your assets will be all over the place. It might lead to serious problems, like using a non-licensed image, then getting into trouble because you’ve used it without permission.
That can be avoided with a marketing operations process that makes sure images are licensed before they’re passed onto marketing teams.
Bonus: CoSchedule’s Asset Organizer is the ideal tool for this. You can store all of your assets in one place and organize them by usage — like conference slides, social media images, or business cards.
It’s no secret that we have more data than ever before; 90% of the world’s data was created within two years.
With so much data available, it can quickly become overwhelming. Every dashboard has a set of metrics, and each new tool introduces you to a bunch of new metrics.
That’s why your marketing operations team needs a process that defines:
A marketing operations team also needs to include how they’ll clean data — especially when cleaning up old, outdated, or inaccurate data can help you generate up to 70% more revenue.
Creating a marketing operations process sounds easier than it looks.
You’ll need to think about how your team are involved, the frequency of each process, and the tools you’ll need to make them happen.
The best news? There is a simple process you can use to get started.
Earlier, we discussed how a marketing operations manager will define tasks for their team.
You don’t have to remember who is responsible for each, individual part of the process you’re creating, though. A team management dashboard allows your entire department to see who is responsible for what and check that tasks in the workflow are being completed.
Let’s put that into practice using the asset management process. The following team members have different responsibilities:
To find your team management dashboard inside CoSchedule, click the Team option from your dropdown menu. You’ll see a complete view of the jobs your team are working on each day, along with how many “Unscheduled,” “Past Due,” and “Completed” tasks are on their schedule.
A team management dashboard stops things from getting missed throughout the process.
Each team member also knows what they need to do and when — helping with accountability.
Think of how long you spend creating the same tasks. It’s a tedious job, right?
Remember, a marketing operations manager needs to find smart ways to cut time and improve productivity — not just for their staff, but themselves, too!
You can do that by creating templates for each task in your process.
If you’re using CoSchedule, create a new project to use as your template.
Add the tasks that need to be completed to tick-off that entire project, and click Assign to give a team member control over that task.
Simply duplicate this project when it’s time to run through the process again.
Your entire department can see who is responsible for each step, and you’ll get a notification when each task is completed — which stops important things from getting missed.
We’ve already mentioned that a marketing operations manager’s goal is to improve efficiency in their team. It’s their job to make sure they spend time on high-growth tasks and maximize your overall marketing ROI.
How can you know whether or not you’re doing that?
The simple answer: Performance reports, which break down your team’s activities. They’ll show you answers to questions such as:
Find the answers for your team by heading to your CoSchedule dashboard and clicking Analytics. From there, select the Team Performance report option:
There are a bunch of interesting metrics in here, such as your average task completion rate, the percentage of tasks completed on time, and the number of tasks overdue.
Scroll a little further, and you’ll see the same metrics broken down by marketing team member.
Using the performance dashboard, you see that your social media team are spending three hours each week copying and pasting evergreen content that’s performed in the past. As a result, those tasks are often completed past their original due date.
Instead of allowing them to waste time doing this task manually, why not use CoSchedule to automate their social posting? The ReQueue feature allows you to share old content with one click — no faffing around or digging through your feed to find content to repost.
That could give them an extra two hours every week to use elsewhere.
You don’t need to search for tools that wipe out complete tasks that your team does.
Some tasks, like private messages with potential leads, need a human touch. That’s not to say you can’t use technology to cut down the time they spend writing them or do a better job at it.
Take email subscriptions, for example. We all want more high-quality leads on our list, right?
People who fit that bill might be those already engaging with your SMS marketing campaigns. Send a message asking whether they’d like to sign-up to your list, using an automation to get them added.
There’s no waiting for your customer, nor extra admin work for your team. They’re on your email list within a matter of seconds.
If you’re using CoSchedule to manage your marketing strategy, you have access to hundreds of similar automations for each channel, including:
Some 63% of marketers say they saw the benefits of using marketing automation within the first six months. It’s one of the easiest ways for a marketing operations manager to start maximizing their team’s time and focus on high-growth marketing tactics.
Efficient and effective processes are one of the key components of marketing operations.
A successful marketing team doesn’t just set it and forget it, they are constantly improving and tailoring best practices.
Start by planning and documenting your workflows.
Documenting your workflows means that everyone knows the correct order of operations, when tasks are due, and where their contributions fit into the project’s timeline.
They are essential for completing work on time, every time.
A documented workflow also means that you can spend more time doing meaningful work and less time following-up with every person at every stage of a marketing project.
Here’s how to do it:
For example, here’s what this might look like for a webinar:
Let’s illustrate how this can be done with CoSchedule.
In the top right-hand corner of your project, click the task template icon.
Then, create a new task template.
Name your workflow and add each task associated with the project.
Next, you can add a due date for each task and assign it to the relevant team member.
Now, your webinar workflow is documented and ready to be attached to every webinar project from here on out.
Agile refers to a flexible marketing approach in which teams identify high-value projects, break those project down into smaller deliverables, measure their impact, and then iterate on the results to incrementally improve.
Agile Marketing provides marketing teams a set process for running most marketing campaigns.
Here is a very high-level explanation of how to get started applying this methodology with your team:
Before you get started, make sure that the project is a good fit for an Agile approach.
Agile is best fit for big projects that can easily be divided up into smaller pieces. Think website redesigns and large marketing campaigns.
Next, schedule the sprint planning meeting.
Everyone who will be working on the project will attend this meeting.
Discuss each task and deliverable for the project.
Each task within the project needs to be broken down. This should be fairly granular.
For example, writing, proofing, and approving the blog post could be separate tasks.
At this time, the head of the project (most likely the marketing manager) will ask info regarding how much time each task will take to accomplish.
These tasks could be visualized using a Kanban board.
Once you have all your tasks planned, teams start working on their tasks.
To keep track of your project, you will begin having daily check-in meetings.
These are extremely short and should only take 5-10 minutes.
Each team member will answer three questions:
Marketing operations is a key part of any company. Without it, you’ll spend time on the wrong things — focusing on low-growth activities that waste everyone’s time.
The simplest way to get started is to list the processes your team follows. Then, create a marketing operations process for each task using the guide above.
You’ll soon start to see how much work you get done when one-off tasks and confusion are gone!
This post was originally published on Feb. 19, 2020. It was updated and republished on July 9, 2020. Leah Dekrey contributed writing to this post.
July 9, 2020
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