Marketing Operations: Start to Finish Guide For Busy Managers (Template)

Marketing Operations: The Start to Finish Guide for Busy Managers

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Marketing operations guide for busy marketers header

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.

Download Your Marketing Operations Templates

Putting this advice into practice will take some tools. Get started with some downloadable options in this kit:

  • Performance Review Question Template: Identify bottlenecks in marketing workflows by helping team members identify performance problems.
  • Performance Management Checklist: Never miss another important step when it comes to maximizing your team’s potential.
  • Marketing Project Checklist Template: Build consistent processes and workflows for every marketing project.
  • Marketing Project Management Plan Template: Plan and organize a consistent approach to managing projects.
  • Marketing Project Management Calendar Template: Visualize deadlines and organize projects in one place — with full visibility for your entire team.

What is Marketing Operations?

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:

  1. Data
  2. Technology
  3. People

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.

Definition of marketing operations

What Does a Marketing Operations Manager Do?

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.

Why is Marketing Operations Important?

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.

Quote from Elise Dopson about managers cutting tasks.

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.

The process behind how marketing operations functions.

5 Marketing Operations Processes You Need

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:

1. Budget Management

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:

  • Email marketing
  • Social advertising
  • Content creation

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.

2. Lead Management

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.

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.

3. Reporting and Analytics

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:

  • Who creates the reports?
  • How often?
  • What should they report on?
  • Who needs to read them?
  • How are they made?

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.

4. Asset management

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.

5. Data Management

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:

  • How you’ll collect data.
  • What you’ll collect.
  • How you’ll use it.

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.

Remember, if you’re collecting your customer’s data, you’ll need to tell them all of the above, too — usually through a disclaimer or privacy policy. Work with your Data Protection Officer on this.

How to Implement a Marketing Operations Process

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.

1. Use a Team Management Dashboard

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:

  1. Ellie takes photographs.
  2. Lucy will get them copyrighted.
  3. Matt will plan to use them in social media content.
  4. Jason will proof and publish them.

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.

team management dashboard

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.

2. Create Templates For Each Task

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.

assign tasks in coschedule

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.

3. Monitor Team Performance Reports

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:

  • Are they meeting deadlines?
  • How much time are they spending on each task?
  • Is there a tool you can use to cut time/improve performance?

Find the answers for your team by heading to your CoSchedule dashboard and clicking Analytics. From there, select the Team Performance report option:

coschedule's team performance report

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.

coschedule's team member performance report

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.

4. Choose Tools That Integrate Well Together

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:

  • WordPress
  • Social media
  • Email service providers (e.g. MailChimp, Constant Contact, Active Campaign, and Campaign Monitor)

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.

63% of marketers seeing the benefits of marketing operations.

Operationalizing Your Marketing Processes

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:

  • Step 1: Determine each team member’s role for each type of project you execute regularly.
  • Step 2: Map out each task that needs to be completed.
  • Step 3: Next, assign the task and determine the length of time needed to complete each task.
  • Step 4: Work back from there to determine the necessary project length and attach task due dates for each step in the workflow.

For example, here’s what this might look like for a webinar:

  • Generate ideas: Strategist – due 30 days before launch
  • Recruit guest: Strategist – Due 25 days before launch
  • Create talking points: Strategist – Due 18 days before launch
  • Design slide deck: Designer – Due 17 days before launch
  • Include in drip campaign: Marketing Automation – Due 14 days before launch
  • Approve slide deck: Strategist – Due 12 days before launch
  • Schedule social promotion: Writer/Social Strategist – 10 days before launch
  • Test run-through: Guest and Host – 1 day before launch

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.

Consider Implementing an Agile Approach

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:

Step 1: Define the Project

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.

Step 2: Sprint Planning Meeting

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.

Step 3: Task Breakdown

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.

Visual representation of what the Kanban board looks like.

Step 4: Daily Scrums

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.

Definition of daily standups.

Each team member will answer three questions:

  • What did you do yesterday?
  • What will you do today?
  • Any roadblocks?

Ready to Get Started?

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.

About the Author

Elise Dopson is a B2B content marketing expert who writes for SaaS and eCommerce companies. She’s written for sites like Content Marketing Institute, HubSpot and Social Media Examiner, and loves nothing more than a good cuppa tea. (She is British, after all.) Follow her, and her tea obsession, on Twitter @elisedopson.

Improve your marketing with 20+ downloadable templates and resources.

Organize your marketing with CoSchedule’s Marketing Calendar.

Plan content and automate publishing to save tons of time now.

Did you know organized marketers are 397% more likely to report success?

Start your 14-day trial to get organized with CoSchedule today.

Did you know organized marketers are 397% more likely to report success?

Schedule a demo and learn how to get organized with CoSchedule today.

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Organize your marketing with CoSchedule’s Blog Calendar.

Plan content and automate publishing to save tons of time now.


Did you know organized marketers are 397% more likely to report success?

Start your 14-day trial to get organized with CoSchedule today.


Did you know organized marketers are 397% more likely to report success?

Schedule a demo to get organized with CoSchedule today.

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