Documenting Your Marketing Processes: A Key to Efficiency and Success (with AJ Saunders) artwork
More Perfect Marketing

Documenting Your Marketing Processes: A Key to Efficiency and Success (with AJ Saunders)

  • E188
  • 34:03
  • July 3rd 2023

Documenting the marketing process is crucial for businesses to optimize their strategies and achieve their goals efficiently. By documenting each step and tactic, businesses can identify what's working and what's not, measure their progress, and make adjustments accordingly. Many businesses, however, overlook the importance of documentation and fail to keep track of their marketing processes and procedures. This can lead to inefficiencies, confusion, and missed opportunities. In this episode, we'll explore the benefits of documenting the marketing process and learn how businesses can create effective systems to improve their marketing results.

On this episode we delve into the importance of documentation with our guest, AJ Saunders, a self-taught in agency owner with a background in ebook publishing, international e-commerce, and affiliate marketing. AJ shares his unique perspective on the value of processes and procedures in running a successful business, and explores the benefits of regularly reviewing and updating business plans.

Episode Snapshot:

1. Why is strategy important for marketers and business owners?

Answer: Strategy is crucial because it helps to define where the business is trying to get to, and helps to identify tactical steps to reach those goals.

2. What is the importance of documenting and staying on track with tactics?

Answer: Documenting and staying on track with tactics is crucial, but often overlooked by businesses. This helps businesses to be more efficient and to ensure that they are on the right track towards achieving their goals.

3. Why should businesses review and update their marketing and business documents regularly?

Answer: Reviewing and updating marketing and business documents regularly allows businesses to stay relevant and adapt to changes in the environment or circumstances.

4. What is the importance of evaluating email and other business processes regularly?

Answer: Evaluating email and other business processes regularly ensures that they still make sense and are relevant. If changes are made, the documents related to the process should be updated, especially if personnel changes occur.

5. How can documentation help to speed up a business and make it more efficient?

Answer: Documentation helps to speed things up and make the business more efficient. It helps to remember the details of the process, who was involved, and what order things happened in.

6. Who can benefit from documenting business processes and procedures?

Answer: Documentation applies to e-commerce businesses as well as other types of businesses such as financial advisory services.

7. What is the approach of an e-commerce marketing agency towards systems process and documentation?

Answer: The focus of an e-commerce marketing agency is on systems process and documentation. The agency conducts a three-hour strategy session to determine what services the client needs based on the strategy session. They link the services back to the strategy session.

8. What is the benefit of the documented process to the client?

Answer: The client can see the documented process, which helps them understand where the company is going.

9. How can team members collaborate and improve processes?

Answer: Team members can collaborate by sharing tasks and recording screen shares to improve processes. Steps may need to be broken down and segmented to make them accessible for different skill levels. Different learning styles can be used to make the process more accessible.

Links Mentioned:

ajsdigitalgroup.com

AJ on LinkedIn: linkedin.com/in/aj-saunders-seo

More Perfect Marketing

For many businesses, marketing is a necessary evil... where money seems to fly out the window, with little to show for it. It seems like things are getting more complicated all the time, with way too many ways to advertise and promote your business.

It doesn't have to be this way!

David Baer and his guests share insights into what's important, what's not, and the core principles behind smart marketing that small business owners and entrepreneurs must have in place... no matter what marketing tactics they are using.

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David Baer avatar
David Baer
Host

    David Baer is a veteran direct response marketer who started his career selling classical music subscriptions online at the dawn of email marketing. Since then, his copy and strategic guidance have earned his employers and clients millions in sales. Through his consulting firm, Baer On Marketing, David has served clients in industries ranging from the Arts to Wine to Professional Services and Wellness. David is also a Creative Partner with The Prepared Group and co-author of "Systematic Advisor Marketing: How Financial Advisors Can Systematically Attract, Convert, & Retain More Clients."