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CMB Partner Office Hours
Today’s Presentation:
“Onboarding & Project
Management”
Every Tuesday & Thursday @3pm Eastern
www.contentmarketingblueprint.com

www.contentmarketingblueprint.com
What is the CMB
Community?
A team of inbound marketing agencies that sell and deliver services using the Content
Marketer’s Blueprint.

www.contentmarketingblueprint.com
Today’s Schedule
15 minutes: Slide Presentation
45 minutes: CMB Partner Open Q&A

www.contentmarketingblueprint.com
After the Webinar
Webinar recording, slides and blog article
www.contentmarketingblueprint.com

www.contentmarketingblueprint.com
Today’s Question
How can my company be more efficient at onboarding and managing our
content marketing clients?

www.contentmarketingblueprint.com
Introduction

Chris Handy
Company:
@thinkhandy
Personal Twitter:
@handythinks
Dogs:
Libby (left), Tex (Right)

www.contentmarketingblueprint.com
#1 The Order of Operations

www.contentmarketingblueprint.com
#1 The Order of Operations

www.contentmarketingblueprint.com
#1 The Order of Operations

www.contentmarketingblueprint.com
#1 The Order of Operations

www.contentmarketingblueprint.com
#2 Building a Workflow

www.contentmarketingblueprint.com
#2 Building a Workflow

 Much of these activities can be performed at the same time
 Landing Pages
 Graphic Design
 Copywriting
 Much of these activities involve third parties
 Approval
 Freelance Writing
 Etc…

www.contentmarketingblueprint.com
#2 Building a Workflow

 The Problems with Email
 Slow
 Not everyone will use it
 “Reply All” Etiquette
 Did I REALLY need to be CC’ed on that?
 Hard to organize
 Fragmented Conversations
 Too many versions of the truth

www.contentmarketingblueprint.com
#2 Building a Workflow

www.contentmarketingblueprint.com
#2 Building a Workflow

www.contentmarketingblueprint.com
#2 Building a Workflow

www.contentmarketingblueprint.com
#2 Building a Workflow

www.contentmarketingblueprint.com
#2 Building a Workflow

www.contentmarketingblueprint.com
#2 Building a Workflow

www.contentmarketingblueprint.com
#2 Building a Workflow

www.contentmarketingblueprint.com
#2 Building a Workflow
Custom Workflow for:
• Personas
• Landing Page Copy
• Links to Offers
• CTA Images
• Thank You Page
Copy
• Followup Emails
• more

www.contentmarketingblueprint.com
#2 Building a Workflow

www.contentmarketingblueprint.com
#2 Building a Workflow

www.contentmarketingblueprint.com
#2 Building a Workflow

www.contentmarketingblueprint.com
#2 Building a Workflow

www.contentmarketingblueprint.com
#2 Building a Workflow

www.contentmarketingblueprint.com
#2 Building a Workflow

www.contentmarketingblueprint.com
#2 Building a Workflow

www.contentmarketingblueprint.com
#2 Building a Workflow

www.contentmarketingblueprint.com
#2 Building a Workflow

Communication
www.contentmarketingblueprint.com
#2 Building a Workflow

www.contentmarketingblueprint.com

Communication
#2 Building a Workflow

www.contentmarketingblueprint.com

Communication
#2 Building a Workflow

www.contentmarketingblueprint.com

Communication
#3 How to Get Started
 Introductory Offer (10 spots)
 $500 Setup Fee
 Limited to the first 10 organizations to sign up





Unlimited Workspaces





(Payment due within 24 hours of invoice generation)
Turnaround: 5 Business Days of receiving all required items after signup
Duplicate for all your clients
Available 1/15

Next 10 spots will increase to $750

 How to claim your spot
 Visit http://resources.thinkhandy.com/cmb-podio

www.contentmarketingblueprint.com
Next Session:
th
Thursday January 16
@3pm
“The best candidates for content marketing services”
Signup at: www.contentmarketingblueprint.com/webinars

www.contentmarketingblueprint.com

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Onboarding and project management for content marketing

  • 1. CMB Partner Office Hours Today’s Presentation: “Onboarding & Project Management” Every Tuesday & Thursday @3pm Eastern www.contentmarketingblueprint.com www.contentmarketingblueprint.com
  • 2. What is the CMB Community? A team of inbound marketing agencies that sell and deliver services using the Content Marketer’s Blueprint. www.contentmarketingblueprint.com
  • 3. Today’s Schedule 15 minutes: Slide Presentation 45 minutes: CMB Partner Open Q&A www.contentmarketingblueprint.com
  • 4. After the Webinar Webinar recording, slides and blog article www.contentmarketingblueprint.com www.contentmarketingblueprint.com
  • 5. Today’s Question How can my company be more efficient at onboarding and managing our content marketing clients? www.contentmarketingblueprint.com
  • 7. #1 The Order of Operations www.contentmarketingblueprint.com
  • 8. #1 The Order of Operations www.contentmarketingblueprint.com
  • 9. #1 The Order of Operations www.contentmarketingblueprint.com
  • 10. #1 The Order of Operations www.contentmarketingblueprint.com
  • 11. #2 Building a Workflow www.contentmarketingblueprint.com
  • 12. #2 Building a Workflow  Much of these activities can be performed at the same time  Landing Pages  Graphic Design  Copywriting  Much of these activities involve third parties  Approval  Freelance Writing  Etc… www.contentmarketingblueprint.com
  • 13. #2 Building a Workflow  The Problems with Email  Slow  Not everyone will use it  “Reply All” Etiquette  Did I REALLY need to be CC’ed on that?  Hard to organize  Fragmented Conversations  Too many versions of the truth www.contentmarketingblueprint.com
  • 14. #2 Building a Workflow www.contentmarketingblueprint.com
  • 15. #2 Building a Workflow www.contentmarketingblueprint.com
  • 16. #2 Building a Workflow www.contentmarketingblueprint.com
  • 17. #2 Building a Workflow www.contentmarketingblueprint.com
  • 18. #2 Building a Workflow www.contentmarketingblueprint.com
  • 19. #2 Building a Workflow www.contentmarketingblueprint.com
  • 20. #2 Building a Workflow www.contentmarketingblueprint.com
  • 21. #2 Building a Workflow Custom Workflow for: • Personas • Landing Page Copy • Links to Offers • CTA Images • Thank You Page Copy • Followup Emails • more www.contentmarketingblueprint.com
  • 22. #2 Building a Workflow www.contentmarketingblueprint.com
  • 23. #2 Building a Workflow www.contentmarketingblueprint.com
  • 24. #2 Building a Workflow www.contentmarketingblueprint.com
  • 25. #2 Building a Workflow www.contentmarketingblueprint.com
  • 26. #2 Building a Workflow www.contentmarketingblueprint.com
  • 27. #2 Building a Workflow www.contentmarketingblueprint.com
  • 28. #2 Building a Workflow www.contentmarketingblueprint.com
  • 29. #2 Building a Workflow www.contentmarketingblueprint.com
  • 30. #2 Building a Workflow Communication www.contentmarketingblueprint.com
  • 31. #2 Building a Workflow www.contentmarketingblueprint.com Communication
  • 32. #2 Building a Workflow www.contentmarketingblueprint.com Communication
  • 33. #2 Building a Workflow www.contentmarketingblueprint.com Communication
  • 34. #3 How to Get Started  Introductory Offer (10 spots)  $500 Setup Fee  Limited to the first 10 organizations to sign up    Unlimited Workspaces    (Payment due within 24 hours of invoice generation) Turnaround: 5 Business Days of receiving all required items after signup Duplicate for all your clients Available 1/15 Next 10 spots will increase to $750  How to claim your spot  Visit http://resources.thinkhandy.com/cmb-podio www.contentmarketingblueprint.com
  • 35. Next Session: th Thursday January 16 @3pm “The best candidates for content marketing services” Signup at: www.contentmarketingblueprint.com/webinars www.contentmarketingblueprint.com