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The Project Shuffle – When One Client Takes Priority Over Another

The project shuffle – gets tedious and exhausting, doesn’t it? However, it happens more often than not when you work in the constantly changing digital marketing landscape. This is where your project management skills are put to the test. It is where you learn the quirks of the client and how to move the processes along with each task to meet the deadlines.

 

How Do You Prioritize with Project Management?

Determining priorities with client projects means that you have to sit down and take a look at the bigger picture. It is not the simple shuffle of tasks that will make things run smoother, its the negotiation in your mind that tells you okay this makes sense and it will not interfere with the workflow. That it will benefit the team.

  • Read the client contracts
  • Learn your client’s quirks and what they pay the most attention to.
  • Sit down with Team Members to discuss tasks at hand.

 

Agreeing On What Needs to Be Reprioritized

Project management with multiple clients is not just about you and the client. The bigger picture is to make sure that projects are getting done correctly and efficiently without overloading team members with tasks for that project on top of other client projects. When it comes down to making these changes, an internal meeting with all team members involved is important. Sit down, write out what is happening on a whiteboard, and reach a consensus as to what can be put on hold and pushed back. More often than not reprioritizing can be difficult if one team member is responsible for major portions of work and already has a lot on their plate. Talk with them and discuss what can be done to alleviate the stress and make it possible to reprioritize projects.

 

Talking it out with all team members involved is more important than just deciding on your own as the Project Manager.

 

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    If you talk to an agency or “expert” marketing technologist they will tell you about all the Best Practices you should be following when it comes to Marketing Automation for B2B.  And all of those “best practices” are typically highly involved, complicated, time consuming and expensive.

    But here’s the TRUTH, B2B Marketing Automation can be EASY.

     

    Why would anyone try to make it so difficult?

    There are many reasons…

    1. They believe it needs to be (… but it doesn’t)
    2. They don’t know it well enough and are quoting the “expert posts” they’ve read
    3. They aren’t that great at marketing and are a technology enthusiast (leads to overtech marketing)
    4. They have a desire to feel important and the more complicated something is the more important they think they are
    5. They want you to be “Stuck” with them, if it’s too hard for you then they feel you can’t get rid of them
    6. And the list goes on

     

    So the question for you should be… “How Can I Make B2B Marketing Automation Easy?”

    Read On.

     

    How You Can Make B2B Marketing Automation Easy

    The simplest and easiest way to get started with marketing automation as a B2B company is to use it in combination with a lead generation campaign by creating a linear, time based, drip nurture email sequence. (I explain below)

     

    Here are the 3 things you need to do

    • Choose an Automation Platform (I won’t go into these here, but pick one!) *we love HubSpot
    • Create an Ad Campaign to fill your marketing automation platform
    • Create your automation emails & logic

     

    Choose an Automation Platform

    This up to you and the choices are many.

    To be honest it doesn’t matter a ton which one you pick when you are first starting because it’s more important to just start doing it.

    You’ll be looking at price, contact tiers, capabilities and integrations that fit your business best.

     

    Again we personally love HubSpot for this (but it can get pricey quick, we get it)

     

    Create and Ad Campaign

    This is who you’ll actually use your marketing automation platform on.

    Basically decide on a target customer, create the ads, set up the campaign and ensure that the leads which come in are integrated into your automation tools database through forms.

    You can read in detail on how to set up a High ROI B2B Ad Campaign Here: https://acumenstudio.com/ad-campaigns-for-b2b-how-to-make-them-work-more-leads-and-paying-less/

     

    Create Your Automation Emails & Logic

    Lastly you’ll need to create the emails that will nurture your leads.

    We recommend starting by doing this to start.

     

    Create a 4 part email nurture series.

    1. Auto-response email to a form submission
    2. 2 days later – A follow up email asking if they received a link to the download from the form submission and / or if they have any questions
    3. 4 days later – An email giving them a little more detail on the same subject matter they originally requested and an ask to call them to learn more about them and their business need
    4. 5 days later – An email stating you don’t want to be a bother so you’d rather just jump on a call to talk give them more information on your company and what you do as well as learn about what their original interest was when downloading from the form.

     

    At this point your sales team should reach out directly a couple days after the last email went out.  What you’ll find is that you get more responses and leads are more responsive to “warm call” outreach once they have gotten all of these emails.

     

    I hope this shows you how a B2B company can implement a marketing automation tool and campaign easily without over-complicating the whole thing.

     

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