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Content Planning for Beginners 
1. Isolate a segment and personas to target 
2. Outline conversion stages 
3. Select marketing channels for stages 
4. Assign assets to selected channels by stage 
5. Whiteboard your implementation plan
Segment/Persona Isolation Example 
• B2B Manufacturer 
• Health and Fitness Sector 
• North America 
• Executive or Above
Marketing Channel Worksheet Example 
Channels SEO PPC/ 
Remarketing 
Social Web Site Email Telequal Event 
Unexposed 
Exposed/Suspect 
Converted/ 
Inquiry/Prospect 
MQL 
SQL 
Nurturing
Asset Planning Grid 
Channels Assets 
Funnel Depth SEO PPC Social Web Email Call Event Other Video Brochure Article/Post PPT Webinar SWAG WP 
Unexposed 
Suspect 
Prospect 
MQL 
SAL 
SQL 
Customer (Won)
Go to the whiteboard 
• Start mapping out your automations and 
drip flows 
• Plan CTAs 
• Schedule A/B testing at all points 
• Schedule KPI reviews

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Content Marketing: Planning Guide for Beginners

  • 1. Content Planning for Beginners 1. Isolate a segment and personas to target 2. Outline conversion stages 3. Select marketing channels for stages 4. Assign assets to selected channels by stage 5. Whiteboard your implementation plan
  • 2. Segment/Persona Isolation Example • B2B Manufacturer • Health and Fitness Sector • North America • Executive or Above
  • 3. Marketing Channel Worksheet Example Channels SEO PPC/ Remarketing Social Web Site Email Telequal Event Unexposed Exposed/Suspect Converted/ Inquiry/Prospect MQL SQL Nurturing
  • 4. Asset Planning Grid Channels Assets Funnel Depth SEO PPC Social Web Email Call Event Other Video Brochure Article/Post PPT Webinar SWAG WP Unexposed Suspect Prospect MQL SAL SQL Customer (Won)
  • 5. Go to the whiteboard • Start mapping out your automations and drip flows • Plan CTAs • Schedule A/B testing at all points • Schedule KPI reviews

Editor's Notes

  1. Jeremy and Tom Merryfield are the primary users, although we refer to these on our iPads in Salesforce1 and we regularly send out links to them. Responses are the recorded lead/contact behaviors that imply ROI revenue eligibility for campaigns. This data point encompasses the behaviors of all database members in a period, not just new leads created in a period. SQLs are not readily available for these dashboards.
  2. Jeremy and Tom Merryfield are the primary users, although we refer to these on our iPads in Salesforce1 and we regularly send out links to them. Responses are the recorded lead/contact behaviors that imply ROI revenue eligibility for campaigns. This data point encompasses the behaviors of all database members in a period, not just new leads created in a period. SQLs are not readily available for these dashboards.
  3. Start generally by planning the channels you can or want to tap at what level of engagement.
  4. Next, be specific. Spell out what you want by topic or asset title.