Maximizing Your ROI: How a Marketing Automation Agency Can Help

„Nobody said it was easy,” – sang Chris Martin, lead singer of the band Coldplay, in the song „The Scientist.” 

This line applies nicely to the marketing automation world. Why? Because, no matter if your cup of tea is e-commerce or SaaS, you will know those setbacks inside out:

  • integrating various systems, 
  • picking the right software
  • handling large amounts of customer data, 
  • understanding complicated customer journeys, 
  • tailoring personalized interactions, 
  • and accurately measuring the return on investment (ROI).

Navigating this landscape might feel overwhelming, but marketing automation, despite its complexities, can be a powerful tool to maximize your return on investment (ROI). 

And this is where a marketing automation agency steps in. 

Consider them your expert guide, leveraging their specialized knowledge, technology, and strategic planning to help you conquer this challenging terrain. 

Their expertise can streamline operations, manage customer data effectively, measure accurate ROI, and, importantly, allow your team to focus on core competencies. 

In this guide, you’ll uncover:

  • how marketing automation can impact your company’s bottom line
  • what are the key features of a robust marketing software
  • how a marketing automation agency can help you maximize your ROI
  • and how to select the right agency to drive more customers and more revenue.

Your marketing journey is about to get significantly easier.

Let’s roll!

Marketing automation 101

Before we go into the juicy details of revamping your marketing performance, let’s start from the baseline and define the concepts behind marketing automation.

What is marketing automation

In its essence, marketing automation is using software and technology to automate repetitive marketing tasks, allowing teams to focus more on strategy and less on manual tasks. It encompasses a range of functions, including email marketing, social media posting, and lead generation. 

But it’s not all about automation; it’s also about optimizing these tasks to make them more effective and efficient.

Beyond task automation, marketing automation is pivotal in managing complex marketing channels. It aids in segmenting audiences, scheduling communications, tracking performance metrics, and nurturing leads through the sales funnel. 

It’s the powerhouse behind the scenes, tirelessly working to keep your digital marketing efforts consistent, personalized, and effective.

Evolution of Marketing Automation

Marketing automation has come a long way since its inception. It started as a simple tool to automate email marketing but quickly evolved to encompass a broader array of marketing tasks. 

Its evolution is a testament to the relentless pace of technological advancement and the ever-changing landscape of digital marketing.

Today, marketing automation platforms are sophisticated, offering comprehensive solutions catering to various marketing channels. They enable businesses to orchestrate complex, multi-channel campaigns, harness the power of data, and provide unparalleled personalization. 

From its humble beginnings, marketing automation has become a critical component of modern marketing strategies.

Why Marketing Automation Plays a Crucial Role in Today’s Digital Landscape

In the dynamic world of today’s digital landscape, where customers often interact with brands across various touchpoints, the role of marketing automation is undeniably significant. 

It offers a helping hand to marketers, enabling them to manage multiple marketing channels with grace and efficiency, thereby providing a harmonious and consistent customer experience. In addition, it enriches lead generation strategies, making it possible to reach prospects at various stages of the sales journey with just the right message.

More than just executing tasks, marketing automation serves as a powerful magnifying glass, offering deep insights into customer behavior. This allows marketers to fine-tune their strategies based on real, tangible data. In an environment where data is considered the crown jewel, having the capability to dissect and act upon it is truly precious. 

Ultimately, marketing automation isn’t merely a tool – it’s more like a trusted friend, walking alongside you as you navigate the intricacies of the ever-evolving digital marketing landscape.

Your Business Needs Marketing Automation. And Here’s Why

A New Opening for Your Efficiency and Productivity

The first significant benefit of marketing automation? It’s all about drumming up efficiency and productivity. Imagine not having to send out every email or social media post manually. 

Marketing automation takes over repetitive tasks, freeing your team to focus on strategic, revenue-generating activities. It’s like having an extra pair of hands that work tirelessly to ensure your sales and marketing tasks are executed flawlessly.

Plus, automation reduces the chances of human error. This means you can trust that your new leads will receive that welcome email and that your social media posts will go live optimally. 

Through automation, you can streamline your processes and improve the effectiveness of your marketing results, ultimately leading to increased productivity and the ability to grow revenue.

…And for Your Customer Engagement

Marketing automation also shines in the area of customer engagement. In the age of multiple channels, it can be challenging to maintain consistent communication with your customers. Enter automation. With it, you can ensure that your brand maintains a strong, personalized presence across various platforms, enhancing customer engagement along the way.

Moreover, automation tools can help keep your brand at the top of mind for customers by sending out regular, relevant content. Whether it’s an email newsletter or a personalized offer, automation can help you engage with your customers on a deeper level, ultimately nurturing those relationships and driving customer loyalty.

Improved Analytics and Reporting

Ever feel like you’re swimming in data but struggling to find the insights you need? Marketing automation can help. By automatically tracking customer interactions and marketing results, these tools offer an efficient way to gather, manage, and analyze your data. Say goodbye to manual data entry and hello to accurate, real-time analytics.

Marketing automation doesn’t just collect data; it turns it into understandable reports. This means you can gain quick insights into which campaigns are working, where your best leads are coming from, and how to improve your strategies to grow revenue. In short, marketing automation provides the roadmap to your marketing success.

Superior Segmentation and Personalization

Finally, marketing automation significantly amplifies the precision and effectiveness of segmentation and personalization. With automation, you can easily categorize your customers based on their interests, browsing behavior, or purchase history. 

This superior segmentation allows you to deliver highly targeted marketing messages, enhancing the personal connection with your customers.

In addition, automation makes it easier to create personalized content that resonates with your customers. 

Whether crafting an email that addresses the recipient by their first name or sending customized product recommendations, marketing automation enables you to make your customers feel special and seen, elevating their engagement with your brand.

Key Features of Marketing Automation Platforms

Email Marketing

At the heart of many marketing automation platforms is a powerhouse feature: email marketing. Most of us are familiar with it, but it takes a whole new shape when powered by marketing automation tools. 

Automating your email marketing allows you to schedule emails, segment your audience, and even personalize your emails, all without lifting a finger.

But it’s not just about saving time. With advanced automation features, your email marketing can be incredibly targeted, ensuring that the right message gets to the right person at the right time. 

In other words, marketing automation technology makes your email marketing a precision instrument in your marketing strategy.

CRM Integration

Integration with Customer Relationship Management (CRM) systems is another crucial feature many marketing automation platforms offer. By combining the power of CRM and marketing automation, you can create a seamless data flow between your marketing and sales teams. 

This allows for a better understanding of your customers and prospects.

The right marketing automation tool will fit smoothly with your existing CRM, enhancing your overall marketing strategy. With CRM integration, you can ensure that your sales and marketing efforts are in sync, creating a unified approach to generating and nurturing leads.

Social Media Management

Managing multiple social media platforms in today’s digital age is like juggling flaming torches. Enter social media management tools, a standard feature in many marketing automation software. These tools let you schedule posts, engage with your audience, and even monitor social media conversations about your brand from a single platform.

But the magic of marketing automation doesn’t stop there. Advanced automation features also allow you to personalize your social media marketing. Imagine targeting specific segments of your audience with tailored messages across different platforms. That’s the power of a robust marketing automation platform at your fingertips.

Analytics and Reporting Tools

Last but not least, robust analytics and reporting tools are vital to any good marketing automation platform. Without data, your marketing strategy is like a ship without a rudder. 

That’s where these tools come in. They gather and analyze data from your marketing campaigns, providing valuable insights into what’s working and what’s not.

Moreover, these reporting tools present the data in a way that’s easy to understand, making it more straightforward for you to make data-driven decisions. With the right marketing automation tool, you’re not just getting a set of features; you’re getting a valuable partner in your quest to understand and engage your audience better.

Need some examples of the best marketing automation software? Here you go:

  1. HubSpot
  1. ActiveCampaign
  1. Klaviyo
  1. MailChimp
  1. GetResponse

Why Employ a Marketing Automation Agency?

OK, you know the scope, business benefits, and primary features your future marketing automation system should have.

Suppose you and your team have the capacity to cover it all — excellent! But if you’re facing bottlenecks, outsourcing those marketing activities to the right marketing automation agency is a way to go!

And here’s why!

Expertise in Strategic Planning and Implementation

In marketing, strategy is everything. A marketing automation agency comes with strategic planning and implementation expertise, ensuring your marketing efforts are directed toward your business goals. 

They can leverage marketing automation services to streamline marketing campaigns and enhance lead generation.

Moreover, a marketing agency knows the ins and outs of campaign management. From setting up automated email campaigns to monitoring their performance, these agencies can help you navigate the complexities of marketing automation, ensuring your strategy is implemented effectively.

Access to Advanced Technology and Tools

Keeping up with the latest marketing technology can take time and effort. Marketing agencies have access to advanced marketing automation tools, and they know how to use them to their full potential. They can advise on the right marketing automation tool for your needs and help integrate it with your existing tech stack.

Moreover, these agencies are always on top of the latest trends and updates in marketing automation technology. By partnering with a marketing automation agency, you benefit from their access to and knowledge of these advanced tools, helping you stay competitive.

Consistent Tracking, Reporting, and Optimization

One of the key benefits of marketing automation is the ability to track and analyze the performance of your marketing campaigns. A marketing automation agency can provide consistent tracking, reporting, and optimization services to ensure your campaigns deliver the desired results.

Agencies use advanced tools to monitor conversion rates, customer engagement, and other vital metrics. They can then use this data to optimize your campaigns and improve their performance. In essence, a marketing automation agency doesn’t just set up your campaigns – they continually fine-tune them to drive better results.

Scalability and Flexibility

Marketing needs can change as a business grows. Small businesses might start with simple, goal-based campaigns, but they need more complex, multi-channel strategies as they expand. A marketing automation agency can provide the scalability and flexibility you need.

Agencies can adjust your marketing automation strategies as your business needs change. They can scale up your marketing efforts quickly and efficiently, ensuring you’re always reaching your target audience effectively. 

Plus, they offer the flexibility to test different strategies and make necessary changes, ensuring your marketing is always as effective as possible.

How a Marketing Automation Agency Maximizes ROI

Great! Once you know the WHY, it’s time to strip the HOW! 

Improved Lead Generation and Nurturing

The right marketing automation services are like a magnet for leads, pulling in potential customers with compelling content and offers. A marketing agency has the expertise to set up these services to generate more leads for your business, and they continue beyond there. They also know how to nurture these leads effectively through the entire funnel, improving the chances of conversion.

Additionally, an agency can help you target leads at various stages of the sales process, ensuring you’re generating more leads and better quality leads. This targeted approach to lead generation and nurturing can significantly enhance your ROI.

Streamlined Marketing Processes

Efficiency is the name of the game in marketing, and automation is the key to achieving it. A marketing automation agency can streamline your marketing processes, saving you time and reducing the chance of errors. This leaves you free to focus on strategy and content while the agency handles the technical details.

Moreover, streamlined marketing processes lead to more consistent marketing campaigns, which improves the perceived value of your brand. Put simply, when a marketing automation agency helps you tidy up your marketing processes, it not only makes your operations more proficient and productive, but also improves your return on investment.

Data-driven Decision Making

In the modern marketing landscape, data is king. A marketing automation agency can provide detailed data on your campaign performance, from open and click-through rates to conversions and customer engagement. This data can guide your marketing decisions, helping you allocate resources more effectively and adjust your strategies based on what’s working.

In essence, a marketing automation agency can turn your marketing funnel into a well-oiled, data-driven machine. Using data to guide your decisions ensures your marketing efforts are always focused on achieving the best ROI.

Improved Customer Retention and Loyalty

A marketing automation agency doesn’t just help you get customers; they help you keep them. With automated email campaigns, personalized content, and timely engagement, an agency can help improve customer retention and loyalty.

Loyal customers are more likely to become repeat customers and can even become advocates for your brand. By focusing on customer retention and loyalty, a marketing automation agency can help you maximize the lifetime value of your customers.

How to Select the Right Marketing Automation Agency

There are many marketing automation agencies in the wild. How can you know which one to choose to move the needle for your business? Let us help you out!

Understand Your Business Needs and Goals

Before starting the hunt for the right marketing automation company, it’s crucial to understand your business needs and goals. Are you looking to streamline and automate repetitive tasks, or do you need a complete overhaul of your marketing funnel? What are your key metrics of success?

A clear understanding of what you want to achieve with marketing automation will guide your search and help you ask the right questions when evaluating potential agencies. After all, an agency’s approach should align with your goals, whether improving lead management or optimizing the entire funnel.

Evaluate Agency’s Expertise and Track Record

Not all marketing agencies are created equal, and their expertise varies greatly. Hence, evaluating a potential agency’s track record and expertise in marketing automation is essential. Look at their case studies, ask about the results they’ve achieved for previous clients, and find out what kind of businesses they usually work with.

Feel free to ask for references or testimonials from their clients. Real-world experiences can give you a clear insight into how the agency works and the results it can deliver. The right marketing automation company will have a proven track record of success.

Scrutinize the Agency’s Marketing Automation Technology

In the world of marketing automation, technology matters a lot. Check out the agency’s tech stack and the marketing automation software. How up-to-date is it? How well can it integrate with your current systems?

Furthermore, ensuring the agency’s technology can handle your needs is essential. If you’re looking to automate complex processes across multiple channels, you’ll need advanced features. Make sure the agency can provide the technological capabilities you require.

Consider the Agency’s Customer Support and Service

Lastly, but most importantly, consider the level of customer support and service the agency provides. Marketing automation can be complex, and you’ll likely need ongoing support to maximize your campaigns.

Check out how the agency handles client queries and issues. Do they provide prompt and effective solutions? Do they offer training and resources to help you understand the technology better? An agency that’s invested in its clients’ success will provide superior customer support and service.

Maximize Your ROI with a Marketing Automation Agency

Start with a Clear Marketing Strategy

Getting the best ROI from your marketing automation agency starts with a well-defined marketing strategy. What are your business objectives, and how does your marketing align with these? This clarity will provide a solid foundation for the agency to work from and drive successful outcomes.

A clear strategy allows marketing automation agencies to utilize marketing automation software better. It lets them know exactly what tasks to automate, from email campaigns to social media posts, and how to align this automation with your overall goals. It’s all about optimizing your entire marketing funnel for the best results.

Set Measurable Goals

Setting clear, measurable goals is another crucial step toward maximizing ROI with a marketing automation agency. Whether boosting sales, generating more leads, or increasing customer engagement, having measurable targets provides a clear direction for your marketing efforts.

These goals not only guide your marketing agency but also provide benchmarks for performance. They serve as a basis for data analytics, allowing you to evaluate the effectiveness of your marketing process and make informed decisions for future strategies.

Continuously Monitor and Optimize Your Marketing Efforts

Marketing automation doesn’t mean „set it and forget it.” To achieve the best ROI, you must continuously monitor and optimize your marketing efforts. This involves analyzing performance data, identifying areas of improvement, and making necessary adjustments.

Remember, marketing automation software is a tool. While it can handle repetitive tasks and organize your marketing, it’s the human analysis and modifications that elevate your marketing beyond ordinary. Regular engagement with your agency to assess and refine your campaigns is essential for achieving the greatest return on investment.

Foster a Collaborative Relationship with the Agency

Lastly, fostering a collaborative relationship with your marketing automation agency is vital for success. After all, they’re not just a service provider but a partner in your business’s growth. Keep communication channels open, actively participate in strategy development, and be receptive to their expertise.

A good relationship with your agency allows for better alignment with your business goals, leading to better outcomes. Moreover, it enables your agency to understand your business better, leading to more personalized and effective strategies. This collaboration, in turn, maximizes your ROI from their services.

Time for Better Sales Results

We’ve unveiled the complex world of marketing automation and the role it plays in building a successful marketing strategy, especially for those of you in the e-commerce and SaaS space. 

A collaboration with a right agency can simplify your daily tasks, improve lead quality, and provide a clearer view of your marketing’s effectiveness. 

The real game-changer? Partnering with the agency that aligns with your specific needs.

We trust that our guide provides valuable insights for your next steps. 

If you feel the urge to delve deeper into how a marketing automation agency can support your unique goals, we’re here to chat. Book a no-pressure call with our team today. 

Together, we can map out a course towards a more effective, more rewarding marketing strategy.

b2b content marketing strategy

B2B Content Marketing Strategy for 2023 – Ultimate Guide with Expert Opinions

78% of companies that have seen successful results in their content marketing activities have a content marketing strategy in place*.

And while achieving some success without a strategy (the remaining 22%) is possible, it might be an outcome of short-term campaigns. But at the end of the day, running a B2B content marketing program with no content strategy is like:

  • Traveling the country without a map
  • Directing a movie without a script
  • or assembling a piece of IKEA furniture with no instruction.

In this guide, you will dive into 10 foundations of a rock-solid B2B content marketing strategy you can take away to implement in your company.

Plus, you will find insights and 2023 predictions from seasoned marketing experts from brands like Heap, Avoma, ClickMeeting, Traffit and more!

Let’s do this!

*source

What is Content Marketing Strategy

Content strategy is a structured vision of planning, creating, distributing, analyzing, and optimizing all your content to achieve tangible results aligned with your business goals. 

Think of content strategy as a roadmap and a centralized hub where you can orchestrate all the campaigns, creative assets, resources, and sync with internal stakeholders and external providers, to turn strangers into customers.

Now, many marketers identify content strategy with creating SEO content, running a YouTube channel, or hosting podcasts and webinars. As much as each of those is a great idea to get traction, they should fall under a distribution channel or a tactic category.

This takes us to bust some more myths that exist in the B2B marketing world:

Why Content Marketing Strategy is Essential for B2B

When no content marketing strategy is set in stone, all marketing activities are all over the place. 

Trust me, I’ve been working for (and with) numerous B2B companies, and I’ve seen a lot:

  • Stakeholders being obsessed with quick wins and low-hanging fruits but very skeptical towards long-term planning (we don’t have time for that!)
  • Misalignment between marketing and sales or customer success teams – working in silos instead of being in sync with each other.
working in silos
  • Marketing activities being detached from one another — one plan for paid social and paid search, another for SEO content, another for video marketing, and another for email marketing and customer onboarding.
  • The variety of blog topics so broad that it’s hard to understand the target audience of a specific brand.

Quoting Yaagneshwaran Ganesh – Director of Content Marketing at Avoma:

Never write a piece of content just because a keyword has search volume or your competitors rank for it. Write because you have a unique PoV and only if it would help your audience.

wrong approach to content

In contrast, an ideal scenario is where: 

  • You’re playing the long game where there is an overarching content strategy with buy-in from all your stakeholders.
  • Content marketing is about working closely with sales and customer success teams to deliver what they need in direct communication with leads and customers.
  • All marketing campaigns are aligned to one strategy.
  • The content you produce is not about everything for everyone, but it perfectly matches your buyer persona’s pain points and interests.

Now, achieving the above can be challenging because it comes with many moving parts (for example — teams or employees competing against each other). But, even if it doesn’t get close to perfection, implementing a solid content strategy will help you:

  • generate higher traffic to your website
  • land more leads
  • convert leads into closed sales deals
  • onboard and retain your customers more efficiently
  • optimize your CAC

That said, let’s dive into our step-by-step guide!

10 Foundations of a Rock-Solid B2B Content Marketing Strategy 

1. Know Your Audience

Skipping this part is a road to failure. Not knowing who you’re talking to means burning your campaign budget and wasting resources on creating your website copy, blogs, and all the rest of your content that WON’T strike the chord.

In turn, if you invest in the market and customer research first, you will know precisely how to craft all your content. This is the philosopher’s stone of marketing. 

How important is conducting customer research in terms of building a content strategy? Ben Lempert, Director of Web and Content at Heap, has no doubts:

Oh, it’s critical! Content marketers sometimes imagine that prospects are these semi-human receptacles that have all sorts of free time to browse the stuff you’re putting out into the world. They don’t! Your prospects are just like all of us: busy, stressed, and worried about doing their jobs well. If your content can’t speak to their problems and needs, you can’t realistically expect your prospects to take the time to read it.

Put differently: your content needs to earn the right to be read. (Or watched or listened to) The best way to earn that trust with your audience is to know what they care about. What keeps them up at night? What thing, if they could do it better, would get them promoted? Figure out those questions, and you’ll have the foundation you need to be a successful content marketer.

That goes back to understanding the pains and the gains of whoever you target. That’s why serious content marketers should think and act like product marketers who treat the voice of customer data as a pillar of their work.

Now, there are a few ways to pull this of:

  • Qualitative data — which means conducting video interviews — from my experience, there’s no better formula to understand a target audience deeply. I’ve run dozens of interviews, and each of them (oh, how they were different from each other) delivered me golden insights for our clients. Look at this real-life snippet from an interview: „The biggest challenge is understanding that if you don’t act proactively at the right time, you will be behind in the game forever.” WOW!

Marcos Bravo, Brand, Content, Social Media Consultant, Founder @ The Waterlemon also highlights the importance of this part:

Talking to your customer or ICP will give you so much more info that trying to swing your way between a/b testing and SEO. You can literally go directly to the source.

  • Quantitative data — this boils down to polls and surveys. Even though marketers tend to skip the interviews, and run surveys right off the bat, I wouldn’t recommend that. Why? Because of the unconscious bias. Closed-ended questions forcefully push respondents into assumptions concocted by marketers. The way to get out of this trap is to listen carefully to interview recordings, finding patterns, and populating the list of survey answers with answers delivered during the interviews.

Customer research is the foundation to make your content strategy work. — says Sara Lattanzio, Freelance Content Strategist & Sr. Marketing Manager @ Adnovum. — Most companies sleep on collecting customer insights and have no process in place to do it. It’s quite difficult to establish, especially for mid-sized and large companies, because it requires strong cross-departmental collaboration.

Tomasz Bołcun, Brand Manager at ClickMeeting is even more radical about that:

It’s key and bloody important!  How are you supposed to know what your current and potential customers want to listen to if you don’t ask them if you don’t pull and analyze purchase and product data? What worked and was valid just six months ago in many industries is now obsolete. 

For example, the webinar and video conferencing industry has undergone a pandemic-accelerated evolution over the past 3 years. Customers have rapidly professionalized, and speaking to them in the language of benefits from 2 years ago, focusing on explaining what webinars are, would be an outright anachronism. 

Therefore, do surveys, review feedback data, keep up to date with your and your competitors’ reviews, and look at the product database regularly.

2. Run Competitive Intelligence

Another cornerstone of your content marketing strategy is about understanding the market. You will always have some competitors — direct or indirect. Although it might be tempting to sweep them under the carpet or hate them, learning from them will bring much more value to the table.

Where to start with competitive intelligence? If you already know who your competitors are, you can go to their websites and social media and get the complete picture of:

  • Their products and services
  • Values and benefits they highlight in their messaging
  • The tone of voice in their copywriting
  • Content types they invest in — is it just blog, or do they cover webinars and podcasts?

It comes with additional costs, but you have several platforms at your disposal to dig into:

  • Organic traffic of your competitors — whether you choose Ahrefs or Semrush, you can enter your competitors’ websites and check the volume of their traffic, backlinks, organic keywords, and positions in search results. You can see what’s their best-performing content and what are their most vital keywords. As for keywords, my favorite tool within the Semrush platform is the Keyword Gap, where you compare yourself to five competing websites. The result? You get to know where you are strong and where weak, and, most importantly — you discover plenty of untapped keywords.
  • Market research — to get a bird’s-eye view of your market, total traffic trends, market geo-distribution, demographics, or market share by distribution channel, check Semrush’s Market Explorer tool. Here’s an example of data you can generate by entering your website over there:

You can try out other software for marketing intelligence: Kompyte or Compete Shark.

  • Audience intelligence — the good news is there are also a few apps that can help you take your competitors’ audience under the microscope. Try out platforms like Sparktoro or Audiense, and dive into the characteristics of the audience that follows your competitor’s social media accounts — their demographics, job titles, what they read, listen, and watch on the Internet, what phrases and hashtags they use, and what their online buying habits. This data will hint at what content you need to produce and where to distribute it.

3. Craft Your Messaging

The last part of building a foundation for your content marketing is using data and insights from customer research and competitive / audience intelligence to create or refine your messaging. That means defining what you will communicate with your content, to whom and how.

This part shouldn’t be happening in a silo. Talk to people from your sales, customer support, and product teams. Invite them to a series of workshops where you will present the results of your research.

Collaborate closely to come up with the following:

  • The Why — where you will craft a strategic narrative that speaks to your ideal customers’ values, goals, benefits, and buying requirements.
  • The Who — where you will segment messaging by function, industry, jobs-to-be-done, and location.
  • The What — where you will work on the solution messaging: describing your audience’s pains and negative consequences if they don’t overcome those challenges, the ideal state, and positive outcomes if they manage to overcome those pain points, required capabilities, and metrics.
  • The How — which will lead to creating product-focused messaging — explaining how the product works and how it delivers.

4. Set up Your Business Goals

Churning out tons of content without aligning it with your business goals is a common misconception. This stage is the heart of your B2B content marketing strategy. Collaborate with all the stakeholders, and map out:

  • Challenges your company faces — for example, high customer churn or low acquisition.
  • Financial goals — let’s say you have to increase the income up to a specific amount monthly.
  • New product releases you’re going to launch this year.

Having that in place, think of how your content marketing activities help you overcome challenges or deliver tangible results. 

Brainstorm a list of hypotheses that will translate into your content goals. For example:

  • It’s getting costly to land new leads, but we have 10k email subscribers in our base that we need to do something about. So, we’re placing a bet that creating a lead nurturing architecture, creating five separate email sequences for different audience segments, and redirecting your potential customers to a set of landing pages will help us generate X sales calls. And that number of calls will deliver Y closed deals generating a Z income.

Try the same approach with different challenges and goals, list them, and prioritize them. That will determine your content strategy. 

Once you’re ready, create timelines for each program and:

5. Determine Your Budget

Plans can be ambitious, but at the end of the day, you need to be realistic about the financial side. Look at the timeline with your list of campaigns, and break them down into deliverables. For example: 

  • Campaign number 1 will require: writing and designing 15 emails, writing, designing, and developing 10 landing pages, 5 paid social ads, budget for setting up and optimizing a campaign.
  • Campaign number 2 will require 10 long-form articles, 5 newsletters, 30 organic social posts, 10 paid social ads, and a budget for setting up and optimizing the campaign.
  • Campaign number 3 will require: organizing a webinar, writing and designing 5 emails, 2 landing pages, 2 paid social ads, budget for setting up and optimizing the campaign.

Creating content costs. So does the distribution. Regardless of whether you handle all that internally or outsource it (partially or entirely). 

Having the numbers in front of you, decide how much money you can allocate to each campaign.

6. Map Out Your Content Operations

Speaking of handling content tasks in-house or with the help of freelancers and agencies — you reach a moment where you need to organize your workflow.

It will all depend on how many people work in your marketing team (writers, designers, video editors, email marketers, PPC specialists, etc.) and their capacity.

Suppose you have enough workforce to cover all the deliverables and operational tasks internally — excellent! Then it’s time to assign tasks and start creating briefs.

But if you already see that you will face bottlenecks at some stage, it’s time to look for some outside help. Consider what aspects you can manage with your team and what you need to outsource.

7. Build Your Content Structure

In terms of your content goals and campaigns, you already know what content types you need to produce to achieve results.

But it’s also worthwhile to have an inventory of your content assets. At the very top level, you need to divide your content into two categories:

  • Customer-facing content — here, you can place everything targeted for your prospects, leads, and customers: blogs, website copy, emails, organic social posts, paid social ads, ebooks, webinars, podcasts, etc.
  • Sales and customer support enablement content — anything that will help your front-line teams to win, educate, and retain customers: tools, ROI calculators, playbooks, guides, product demo scripts, battle cards, and success stories.
content categories and types

Having a structure with all content types that fall under those categories, you can decide where to invest your efforts. 

If you’re struggling to decide which way to go, here are some hints from Sara Lattanzio, who shares what worked and didn’t work for her in 2022:

What worked:
– Research reports, also in collaboration with partners.
– Case studies are always gold in building social proof and strengthening relationships with existing clients.
– Organic social content optimized for in-feed consumption, particularly low-polished videos with employees. 
– In-person events, both self-hosted and sponsored, combined with thought leadership.

What didn’t work:
– Anything that wasn’t well planned with a specific outcome in mind or one-off experiments. Good things take time (and planning)
– Cold lead-gen ads
– Display ads

8. Create an Action Plan

Once you have figured out goals, timelines, content ops, and formats, it’s time to orchestrate all your activities.

Creating Gantt charts and tasks in project management tools like Asana or ClickUp is a must. But aside from that, it’s essential to establish some ground rules documentation or standard operational procedures about:

  • Delivery time — each delay can turn a content campaign upside down. And curveballs can come from either internal or external creators. Your in-house team members can be overloaded with other tasks, and freelancers or agencies can be juggling with other projects. So, be strict about the deadlines.
  • Reviewal process — it might be tempting to secure yourself by sending a piece of content to as many stakeholders as possible, but that can get quickly out of hand. It’s way more efficient to limit the number of people who will add comments to your emails and articles to a minimum.

9. Produce and Distribute Your Content

OK, time to get that ball rolling and create all your content assets – from copywriting, through design, up to videos and ads! To minimize the number of edit rounds and back-and-forth communication between you and creators and between you and stakeholders, be super specific in content briefs (and ensure you’re on the same page with stakeholders before you send out the briefs).

And after a round of tweaks and edits, you are ready to publish and start the distribution, making the most out of:

  • Email marketing
  • Organic social
  • Paid social
  • Paid media (paid newsletters or ads)
  • Being present at online events 
  • Spreading the word inside your communities
  • Video (TikTok and YouTube)
  • Cross-promoting with your business partners

10. Measure Results of Your B2B Content Marketing Strategy

I’ve seen too many content campaigns being shipped and conducted but left without reassessment and conclusions. And running content just for the sake of it, and rushing towards a new shiny object, will be a huge time and money waste. Not mentioning the frustration.

So, carve out some time to collect and analyze the results. Present it to your stakeholders and measure how much you were accurate with your initial assumptions:

  • Did you manage to reach the KPIs included in your B2B content marketing strategy? 
  • Did those campaigns affect your business’s bottom line?
  • Did you catch the goal of 70%, 80%, or maybe 100%
  • What could be managed differently and optimized for better results?

And finally — it’s time to conclude if you’re going to continue a specific program or invest time and resources elsewhere.

4 Tactics to Reinforce Your B2B Content Marketing Strategy

OK, so that was the content strategy. But there are also additional areas that you can plug into content marketing work:

1. Double-down on Customer Onboarding Content

Customer acquisition is not getting any cheaper. And the customers’ willingness to purchase has declined over the last few years.

So, instead of trying to boil the ocean and burn your performance marketing budget to get so-so effects, you should focus on customer retention. This is where creating marketing automation workflows with supporting content comes into play!

2. Create Sales and Customer Success Enablement Content

Content doesn’t end on customer-facing classics such as blogs and ebooks. Both — sales and customer support teams need content from you.

It’s always best to ask them directly what would work best. But you can suggest creating guides, scripts for demo calls, battle cards, customer success stories (not the same as case studies), or ROI calculators.

3. Get More Traction with Original Data

Nothing attracts more brand mentions and organic backlinks than publishing reports based on first-party data.

As Tomasz Bołcun, Brand Manager at ClickMeeting convinces:

People are fed up with copy / paste content. If you create a valuable report with analysis and data that no one has ever heard of, you increase the chances that high-profile sites will link to your article. Moreover, this way you will increase those chances even more, if data and insights you share are up to date, and answers the current questions of your target audience. Yes, that costs some extra time, but believe me, it’s worth it. Your statement or an excerpt from the article may be quoted in widely read media, and your brand or product will gain additional reach, a channel to reach your target audience, and credibility in the eyes of your audience and… Google. In ClickMeeting, we create an industry „State of online events” report once a year based on market research and share the results with the media.

4. Develop Content Marketing Partnerships

Think about content distribution before you even start creating content. One way to do that is to partner up with another company that is not your competitor but has a similar audience. This way, each party can tap into their partner’s (email and social media) audience — win-win!

Examples? Backlinko’s and BuzzSumo co-branded research and webinar, or LogicBroker and ShipStation’s joint case studies.

Content Marketing in 2023 — Expert Round Up

What would be the best way to build a B2B content marketing strategy for 2023?

Ben Lempert  — Director of Web and Content at Heap:

Although companies will be looking to cut budget in 2023, I firmly believe that the best way to build a B2B content marketing strategy in 2023 is to do what you should always do when building a B2B content marketing strategy: you figure out what information will be most useful to your prospects, then build a robust content strategy that focuses on their needs. 

It’s easy to create content that promotes your product. It’s much harder to create content that prospects are willing to take time out of their days to read. Like all of us, people want ideas that can help them do their job better. Your product might be a part of that, but if it’s the sole focus of your content, that content just won’t provide value


Sara Lattanzio  — Freelance Content Strategist & Sr. Marketing Manager, Adnovum:

People have way more content than they can consume nowadays, so the best way to build a content strategy should start with your audience’s pain points and needs. Not SEO tools, not from what your competitors are doing – and certainly not from your assumptions.

Create content around those problems showcasing your expertise in solving them, and showing why and how your offering fixes those problems.

Focus on providing a solution with your offering, not on the offering itself, and give away as much as you can for free in your content. Don’t wait for people to discover your site, but become an active part of the communities where your ideal customers hang out and share your content there.


Marcos Bravo — Brand, Content, Social Media Consultant, Founder @ The Waterlemon:

By simply understanding who we are selling to and how they talk. Content has to go through the same process of distillation that the messaging goes through. Look at the big picture and remember that the strategy is a whole and not individual gains. Put yourself in your customer’s shoes.

Tomasz Bołcun Brand Manager at ClickMeeting:

2023 will belong to creating content based on 1st-party data, original research, and unique expertise in the field or marketing category, where you as a brand feel most confident. Don’t try to turn your marketing channels or blog into a media outlet. Focus on one area or topic where you are an expert. The area that’s been aligned with „the why” of your brand. 

Supporting that with use cases, case studies, and recognizable expert opinions has proven its worth and will continue to do so. 

It will become increasingly important for two reasons:

First, B2B customers are knowledgeable people who consume a lot of industry content before making a purchase decision. As a result, they are already weary of reading another copy-cat article such as „7 ways to use marketing automation in…” etc., which are just slightly altered versions of a blog post that displays high in organic results. You can’t expect such content to bring links or increase engagement on the website.

Secondly, Google knows about the weariness of the audience with reproducible content written for SEO. All subsequent changes to Google’s search engine algorithm aim to improve the quality and promotion of content written for people and with them in mind.
 → Expertise, Authoritativeness, and Trustworthiness.


Andrzej Orłowski – Kryłowski — B2B Marketing Strategist, Head of Marketing @ Traffit:

Besides typical strategic factors, 2023 is worth:
– Amplifying the voice of satisfied customers through multiple channels.
– Observing AI development and avoiding creating types of content that AI could do. It will be more important to determine what content not to create than what content to create.
– Creating practical content based on authentic experience and, preferably — unique data.
– Including content for purchasing committees, not only for users.
– Emphasizing on creating content that supports sales rather than just generating leads.
– Considering all possible contact points with a potential client through which content can be delivered.
– Considering all possible types of content: text, voice, video, infographics, gifs, memes, etc.

What tactics have proven to be successful and which have not in 2022?

Yaagneshwaran Ganesh Director of Content Marketing at Avoma:

Podcast is a key channel if you use it effectively — be it your own podcast or where you go as a guest. But have the right expectations — it won’t instantly capture demand on scale. But over time, your takes will attract those who believe in your values. You will generate demand instead of merely capturing.

Marcos Bravo:

Jumping on every new channel showed that we are still figuring things out. The downfall of Twitter, the loss of Clubhouse, the 15 minutes of fame of BeReal. So much effort and money into every new shiny channel. On the bright side, more and more marketers are going back to the basics of building a brand before making noise, understanding that the customer journey is real and they need to focus on many things at once. Back to basics baby!

Ben Lempert:

Well, it depends on the medium, but in general the tactics that have been successful have been those that gave prospects something truly usable. On the SEO side, for example, Google is getting better and better at promoting content that clearly and directly answers the questions users are searching for. (Well, mostly. I still hate that every recipe has to be preceded by 5 pages of memoir.) There’s a reason why Wikipedia is so popular – it does a great job of this!

On the demand side, our most successful assets are always guides, worksheets, and other mostly vendor-agnostic content. We have a how-to series that’s been very popular. Blogs written by our engineers have also garnered a lot of traffic. It’s low-intent traffic, but it’s great for brand-building.

What activities and channels will you prioritize in 2023?

Sara Lattanzio:

Working on sales and marketing alignment is key, and it requires constant adjustment.
From a content marketing perspective, we want to strengthen collaboration with our subject matter experts and improve content distribution and repurposing, both paid and organic. 
Spending more time on distribution than on creation and creating already with distribution in mind are the nuts to crack here.

On the personal front, I hope to add a second social media channel where I can repurpose my LinkedIn content and reach a new audience. Probably Twitter or Youtube (shorts).


Marcos Bravo:

Less popular search engines and minimizing the social media strategy. I’m pushing every brand I work with to stick to 1-2 channels and add quality to every other touch point. Personally I ditched Twitter and Facebook and stayed on Linkedin.

Tomasz Bołcun:

Our upcoming year will mark content partnerships, case studies, more user reviews and video content. We are a webinar company, so we also want to maintain the number of a minimum of 12 live webinars per year. I do not include on-demand webinars here, of course.

Ben Lempert:

Like all companies, we’re trying to do more with less. So I’m looking forward to prioritizing thought leadership content and content that delivers actionable information to prospects in our space. Things are going to get scrappier everywhere, so content that helps prospects deal with this environment is going to be enormously useful.

Andrzej Orłowski – Kryłowski:

Activities and channels must be tailored to a business’s character and target group. It is worth considering the different tones of voice on various channels. It is even more important that communication is diversified, so it should be a mix of messages: sales, education, entertainment, engaging, etc.

Build your new B2B content marketing strategy

You know what to avoid. And you know that content strategy is NOT a set of trendy hacks. Be obsessed about your audience (thanks, Jeff!) — talk to them, and speak their language. Next, craft a content strategy that will deliver something valuable to them AND align with your business goals.

What are your experiences with content strategy? Drop me a line in a comment.