Convince and Convert - CoSchedule Customer Story

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Customer Story

Discover How This Remote Team Saves 10+ Hours Per Month On Content Marketing

Convince & Convert

Convince & Convert is a group of strategic advisors that work with world-class organizations to make digital marketing and customer experiences remarkable through consulting and training services. In addition to strategy consulting, the firm runs Convince & Convert Media, a fast-growing education company that produces six podcasts, a digital magazine, email, webinars, and white papers.

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Marketing & Advertising

Company Size

22 Employees

Managing Editor, Convince & Convert Media

Jess Ostroff

Founder, Convince & Convert

Jay Baer

Features Highlighted

Task Templates

With a little bootstrapping and over twenty years experience, Jay Baer started Convince & Convert with the simple idea of eliminating the marketing agency model and giving folks what they need – simple digital marketing advice.

Since their inception, they’ve been producing high-quality content and actionable advice to marketers around the world through their award winning blog, daily email newsletters, and weekly podcasts.

Jess Ostroff, Convince & Convert’s Managing Editor knew they needed a solution that their virtual team could use to manage a high volume of projects.

Implementing CoSchedule has helped…

Eliminate Unnecessary Tools & Streamline Their Workflow Process

Before CoSchedule, Convince & Convert struggled to find a successful process with their current, and somewhat haphazard workflow. Jess and the team were working through spreadsheets, email threads and a less than stellar WordPress Calendar.

It wasn’t long before the need for a better system became a priority.

Since switching their workflow to CoSchedule, Convince & Convert effectively manages their content-heavy schedule with ease – even with a remote team.

“Most of us have our full-time jobs and then we also work for Convince & Convert; having the calendar, empowers my team to quickly jump back into the process without having to be in the calendar every day,” says Jess.

With tasks built into CoSchedule, team members can see what’s next on their individual to-do lists.

View all your upcoming tasks in your CoSchedule dashboard, sorted by date or project

For recurring project types, like newsletters, Jess developed a unique workflow for each piece of content, so there are no questions as to what each person’s tasks and responsibilities are.

Marketing projects often require a relay style workflow with different team members completing different stages of the project on specific days in order to meet deadlines. With CoSchedule’s task templates, Jess’s workflow is kept clear and unobstructed.

Create custom task workflows saved as templates to be used over and over again.

“Sometimes people on our team are like, ‘What’s going on?’ Instead of asking me, they can now go into CoSchedule and see. It’s a real time-saver.”

Jess Ostroff,
Managing Editor, Convince & Convert

Using CoSchedule helps their team work autonomously while staying in sync.

Keep Their Virtual Team Aligned On Projects With A Dynamic Editorial Calendar

The team at Convince & Convert schedules over 48 posts, 5 podcasts, and 4 newsletters each month. And they’re responsible for vetting between 50-200 submissions each week.

“It was hard to wrangle all the content and get it into a calendar that was actually up to date,” says Jess Ostroff, Managing Editor.

Easily add new pieces of content to your CoSchedule calendar.

Working on a high volume of projects always adds a level of complexity – especially with a remote team. But with CoSchedule’s task templates and calendar views, staying in sync and on schedule is easier than ever.

Focus On Publishing Exceptional Content, In Less Time

By using CoSchedule for their editorial calendar and project management tool, Convince & Convert has saved countless hours on marketing projects.

“Managing all of the content and workflows in one spot has eliminated endless hours of email hunts and piecing stuff together. Now, our team can focus on the important stuff – publishing exceptional content,” says Jess, Managing Editor.

The discussions feature allows conversations to happen within the content – and with one focused area for communication – the Convince & Convert team can easily review past conversations, respond to questions, and quickly get back up to speed on the stage of any project.

Stay in the loop with discussions and mentions within pieces of content.

With all of the project details inside of the editorial calendar, the C&C team has all of the resources and context required to get projects completed faster.

“If you don’t have a marketing calendar, you’re playing a dangerous game with your content. CoSchedule is the easiest-to-use marketing calendar around, and includes a robust layer of social sharing functionality that makes it a no-brainer for me and my team.”

Jay Baer, Convince & Convert

Jay Baer,
Founder of Convince & Convert

In fact, The Convince & Convert team has saved 10+ hours each month on content marketing with CoSchedule. Giving them more time to create quality content and strategies that drive results.

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