General Marketing Process
Client Introduction and Initial Consultation[edit]
Client Inquiry[edit]
Actions: Receiving an inquiry via the website, email, phone, or in person. Deliverable: Confirm receipt and schedule a kickoff meeting.
Kickoff Meeting[edit]
Objective: Understand the client's business, goals, and expectations. Actions: Discuss the client's goals, business, target audience, budget, and timeline. Send the Marketing Client Intake Questionnaire for more detailed client information. Deliverable: Detailed information about the client's goals and expectations.
Proposal and Agreement[edit]
Actions: Create and present a customized proposal outlining the services, costs, and timelines. Deliverable: Signed agreement and initial payment.
Getting Started on the Project[edit]
Introduce the Project to the Team[edit]
Actions: Share the project brief with the team and conduct an introductory meeting with them. Deliverable: Team familiarized with the project.
Appointing Responsibilities[edit]
Actions: Distribute project responsibilities among team members and assign tasks on the management board. Deliverable: Assigned tasks on the management board.
Campaign Planning and Strategy Development[edit]
Obtaining Necessary Access and Initial Information[edit]
Action: Request necessary audit access, website and social media links, a list of key competitors, etc. Deliverable: Obtained access and initial information.
Market Research[edit]
Action: Conduct thorough research of the industry, competitors, and/or target audience upon client request. Deliverable: Report on research findings and conclusions to justify the campaign strategy.
Competitor Analysis[edit]
Actions: Analyze competitors’ SEO strategies to identify strengths, weaknesses, and opportunities. Deliverable: Competitor analysis report.
Client Audit[edit]
Actions: Audit the client's website, social media, and ad accounts, as well as an SEO audit to identify growth opportunities, blocks, and necessary actions for promotion start. Deliverable: Document with audit results.
Strategy Development[edit]
Actions: Develop a comprehensive marketing strategy that aligns with the client's requests and goals, including budgets, KPIs, and timelines/roadmaps. This may include SEO, paid ads on major platforms (Meta, Google, Bing), email and influencer marketing, website and social media improvements, and other ideas and recommendations to support client growth. Deliverable: Strategy document.
Client Approval[edit]
Action: Present the marketing strategy to the client for feedback and approval. Deliverable: Approved marketing strategy with any necessary revisions completed.
Preparation for Strategy Implementation[edit]
Platform Account Setup[edit]
Actions: Obtain additional necessary access or create and set up new ones if needed: Meta Ads, LinkedIn Ads, TikTok Ads, Google Ads and Bing Ads, Google My Business, Google Analytics, Google Search Console, Microsoft Clarity, and social media accounts. Deliverable: Permissions for necessary platforms and tools.
Requesting Launch Information[edit]
Actions: Request photos, videos, logos, brand guidelines, and tone of voice if available for creating creatives and texts. Request promotion details (terms, duration, list of promotional items) and promo code if included in campaigns. Request the client's existing audience and remarketing audience for ad launch, as well as a list of email addresses for newsletters. Deliverable: Document with requested information.
Keyword Research[edit]
Actions: Search for relevant keywords for campaign launches and website optimization. Deliverable: Semantic core.
Influencer Search[edit]
Actions: Search for influencers with a relevant audience, including key data such as blog type, audience size, engagement rate, and average views. Deliverable: List of potential influencers for collaboration.
Backlink Search[edit]
Actions: Search for backlinks to increase link mass. Deliverable: List of backlinks with key metrics.
Blog Post Topics List[edit]
Actions: Generate blog post topics, search for keywords, and create a technical assignment for the copywriter. Deliverable: Ready technical assignment for the copywriter with all the details for writing blog posts.
Tracking Pixels and Conversions[edit]
Actions: Set up tracking pixels and conversion tags on the client's site to track user actions and measure campaign effectiveness or check the correctness of existing ones. Deliverable: Properly installed and tested conversions.
Catalogue Check[edit]
Actions: For commercial advertising, request access to Meta Commerce Manager and Google Merchant Center or create and set up catalogues if absent. Deliverable: Product catalogue.
Content Creation[edit]
Advertising Creatives Development[edit]
Action: Develop compelling advertising creatives, including text, banners, videos, and translations if necessary. Deliverable: Set of advertising creatives ready for approval.
Blog Post Writing[edit]
Action: Generate engaging blog posts and localize them if necessary. Deliverable: Blog posts ready for approval.
Client Approval[edit]
Actions: Present advertising creatives and blog posts to the client for feedback and approval. Deliverable: Approved advertising creatives and blog posts with necessary changes incorporated.
Strategy Implementation[edit]
Paid Campaigns Launch[edit]
Action: Set up campaigns on selected advertising platforms and launch them on the planned date and time. Deliverable: Active campaigns.
Email Campaigns Launch[edit]
Action: Set up and launch newsletters to the provided audience. Deliverable: Active email campaigns.
Influencer Collaboration[edit]
Communication with Influencers[edit]
Action: Discuss collaboration terms with influencers and agree on the advertisement date. Deliverable: Interested Influencers.
Referral Links Creation[edit]
Action: Create links with UTM tags to track collaboration results. Deliverable: Links with UTM tags.
Drafts Approval[edit]
Action: Get drafts from influencers, review them, and send them to the client for final approval. Deliverable: Approved videos.
Advertisement Monitoring[edit]
Action: Monitor influencer advertisements and ensure all agreements are followed. Deliverable: Successful influencer advertisement.
SEO Optimization[edit]
On-Page SEO Optimization[edit]
Action: Implement technical SEO fixes, optimize existing content with targeted keywords, meta tags, headers, and internal linking. Deliverable: SEO improvements documented.
Off-Page SEO Optimization[edit]
Action: Acquire high-quality backlinks through guest blogging, partnerships, and content syndication. Deliverable: Documented list of acquired backlinks with details of each link.
Outreach Campaign[edit]
Action: Conduct outreach to bloggers, influencers, and webmasters to secure backlinks through guest posts, collaborations, and other means. Deliverable: List of outreach targets and correspondence logs.
Management and Optimization[edit]
Performance Monitoring[edit]
Actions: Regularly monitor campaign performance according to KPIs using platform analytics and third-party tools. Deliverable: Documented blocks and challenges.
Optimization[edit]
Actions: Make changes to settings, content, creatives, etc., based on the obtained data to improve performance. Deliverable: Documented changes and current optimization actions.
Reporting and Analysis[edit]
Monthly Reports[edit]
Actions: Generate detailed monthly reports on work results, including key indicators, analysis, and conclusions. Deliverable: Monthly report provided to the client.
Review Meetings[edit]
Actions: Schedule regular review meetings with the client to discuss campaign performance and future strategies. Deliverable: Meeting minutes and action plans.
Cooperation Conclusion and Summary[edit]
Final Report[edit]
Actions: Provide a comprehensive final report at the end of cooperation summarizing results, conclusions, and recommendations for future development. Delivered Material: Final cooperation report.
Client Feedback[edit]
Actions: Collect client feedback on cooperation, results, and overall service. Deliverable: Feedback form or client review.