In the digital era, efficiency isn’t just a fun recommendation.
Efficiency is key to your success.
But creating an efficient marketing workflow is about more than taming the lions—we're turning them into well-oiled machines.
From setting goals to seamlessly aligning your strategies with business objectives, it all matters when it comes to building a strong, sustainable workflow that can grow alongside you.
But where do you start?
Over the years, I’ve streamlined countless workflows for businesses of all sizes. While there’s no one-size-fits-all framework, I use a basic outline to help each business thrive.
Here are four steps to creating a strong, efficient marketing workflow:
Establish specific goals.
Define exactly what you want to achieve with your marketing efforts. Determine how you will measure the effectiveness of your strategies and campaigns.
Align your business goals with life goals.
It’s true that your marketing goals should directly contribute to your business's big-picture objectives. But more importantly, your goals should align with the type of lifestyle you want to live.
PRO TIP: Look at your revenue goal for the year. Now look at it again. Why did you choose that number? Do you even know where that number came from or why you chose it?
If your revenue goal isn’t based on a life goal (I want to take a 4-week vacation somewhere exotic every year), then what’s the point? Just to get to the “next level?” If your next level is based on a coach or guru telling you that’s what you need to do, it’s based on the wrong thing.
Identify your KPIs.
Select key performance indicators that directly relate to your specific goals. Regularly monitor your chosen KPIs to gauge the success of your marketing efforts and identify areas for improvement.
PRO TIP: Pick a team member to own this task and set it up as a recurring to-do in your PM system.
Execute.
Put your strategies into action, using digital tools and resources to optimize efficiency. Regularly review your processes and outcomes, making adjustments as needed.