Marketing Insider Group

JULY 16, 2024

Whether you’re aiming to secure funding, sell your business, or forge a new partnership, a business proposal is a crucial document that outlines your plans and persuades others to support your vision. Visuals help to break up the text, too, making the document more engaging and easier to digest.

Marketing Proposals 300

Marketing Proposals Business Planning Analysis 300

Martech

JANUARY 6, 2025

But working as a marketing consultant for the last few years, Ive been reminded about the importance of questions particularly the FAQ document. Executives and department managers usually receive a master document with every set of FAQs. The deadline for producing a final document. You should also document the facts.

FAQ 130

FAQ Tools Work Management Planning 130

Zoominfo

JULY 2, 2025

as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request. Gartner is a registered trademark and service mark and Peer Insights is a registered trademark of Gartner, Inc. and/or its affiliates in the U.S. All rights reserved.

Zoominfo 130

Zoominfo Gartner Account Based Marketing ABM 130

WordAgents

APRIL 3, 2025

According to statistics, 73% of B2B marketers say having a strategy improves success, but only 40% document it. Data-Backed Benefits of a Content Planning Strategy A study in 2023 found that companies with a documented strategy saw a 30% increase in employee engagement.

Planning 195

Planning Content Paid Search Agency Custom Publishing 195

Trade Press Services Newsletter

JANUARY 9, 2025

A documented strategy is foundational to marketing success. Here are some tips for marketers to ensure their B2B marketing plans remain relevant and effective in 2025 and beyond. Create or Update Your Marketing Plan If you dont already have a marketing plan in place, now is the perfect time to create one.

Planning 220

Planning Marketing Plans B2B Marketing Allocation 220

SendX

OCTOBER 25, 2024

It might not be the most creative font to use, but it's the safest choice since it is available in documents, email clients and writing tools. It is still one of the most popular fonts in emails. Currently used by Twitter, Amazon and Yahoo. Calibri: Calibri was designed for Microsoft as a sans-serif to Times New Roman.

Best Practices 312

Best Practices FAQ Terms and Conditions Email Marketing 312

Marketing Insider Group

JANUARY 27, 2025

Overview of Event Marketing Campaign Details Before diving into timelines and tasks, establish a solid foundation by documenting the essential details of your campaign. Documenting these details helps provide clarity and direction for your team to ensure everyone is on the same page. Focus channels and strategies.

Event Marketing 157

Event Marketing Allocation Planning Co-Registration 157

Martech

FEBRUARY 13, 2025

Data as a strategic driver Data-related applications (blue) are also prominent, with six of the top 20 focused on focused on knowledge management, competitor research and documentation. Knowledge and documentation (22.5%): AI supports the organization and retrieval of critical marketing data. Data: Knowledge and documentation (22.5%).

Paid Search Agency 139

Paid Search Agency Marketing AI Lead Scoring Lead Ranking 139

Vision Edge Marketing

NOVEMBER 11, 2024

If you want to achieve remarkable business success, massive action needs to be captured and documented in your strategy. Your strategic growth plan serves as your business’ roadmap for achieving growth, spurring innovation, and creating enduring business and customer value. Is your plan one of massive action or massive activity?

Lead Ranking 321

Lead Ranking Allocation Lead Scoring Business 321

Martech

NOVEMBER 15, 2024

Put Google Docs to work for your team Before the season shifts into high gear, develop an internal document or Slack channel your team members can use to add ideas, comments, learnings, what’s working, what isn’t and anything else you could use to improve. You aren’t just documenting things instead of getting real work done.

Email Marketing 133

Email Marketing Organization Marketing Analytics Tools Planning 133

Trade Press Services Newsletter

MARCH 6, 2025

The document has to tell a story, says Michaela Buttler, a senior consultant at Korn Ferry. Your resume is more than just a laundry list of professional responsibilities; its a personal branding tool. Think of it as your professional story waiting to be told. The tasks you describe and the overall tone should seamlessly reflect who you are.

Optimization 243

Optimization Work Management Lead Ranking Marketing Management 243

Martech

NOVEMBER 22, 2024

Here’s an exercise to document your customers’ experience and identify places within the process that could be improved: 1. Have each team member document what happens with one customer from start to finish. Have each department document improvements for their part of the customer’s interaction.

Marketing AI 126

Marketing AI Marketing Management Urgency Marketing Paid Search Agency 126

WordAgents

APRIL 29, 2025

Document your mission in clear, simple language that anyone can understand. Document your journey, including setbacks and lessons learned. Look for the emotional core that connects your team members and resonates with your ideal customers. These glimpses create emotional connections that product photos alone never could.

Social Media 195

Social Media Media Ad Building Marketing & Strategy 195

Webbiquity

NOVEMBER 21, 2024

This starts with clean data collection practices and clear documentation of business rules. Digital team collaboration tools make external teamwork practical and cost-effective while providing detailed documentation of all feedback and suggestions.

B2B Marketing 161

B2B Marketing Work Management Planning Marketing Management 161

Vision Edge Marketing

MAY 20, 2025

Its all the things you mentioned and in a predictable pattern (although in our nave optimism, we didnt predict it, unfortunately!):

Work Management 175

Work Management Marketing Management Process Service 175

Martech

NOVEMBER 22, 2024

Here’s an exercise to document your customers’ experience and identify places within the process that could be improved: 1. Have each team member document what happens with one customer from start to finish. Have each department document improvements for their part of the customer’s interaction.

Marketing AI 111

Marketing AI Marketing Management Urgency Marketing Paid Search Agency 111

Martech

JULY 15, 2024

Start with documentation Martech documentation is critical to success. The great thing about documentation is that maintaining it aligns well with the overall maturation process. A continual process It takes work and effort to document all of this information. Here are some ideas about maturing a martech stack.

CMS Development 118

CMS Development Work Management Eye-Tracking Marketing Management 118

Martech

AUGUST 23, 2024

The connection between employee experience (EX) and customer experience (CX) is well-documented, with both anecdotal evidence and statistical data supporting the correlation. Document the stages of their employee lifecycle. Similar to designing a customer journey map , companies with strong EX need to: Identify the key personas.

Customer Satisfaction 121

Customer Satisfaction Work Management Marketing Management Correlation 121

Martech

AUGUST 9, 2024

Intelligent document processing (IDP) is key for cities wanting to preserve important paper archives. High-speed scanners digitized crucial historical documents from many different formats. Consider Dublin, a city with over a thousand years of history. Instead, carefully incorporate its heritage as a part of your future narrative.

Digital Transformation 116

Digital Transformation Paid Search Agency Advertising Agencies Planning 116

Tomorrow People

JUNE 9, 2025

Document your brand’s tone of voice with examples to maintain consistency across contributors. Actions: Create a storytelling playbook: Include narrative arcs (e.g., conflict → struggle → resolution, mentor → guide → transformation). Build templates for: Case studies with modular layouts. Explainer videos structured around user challenges.

Storytelling 177

Storytelling Top of Funnel B2B Case Studies 177

The Point

FEBRUARY 20, 2025

Monitor & Document Compliance Efforts – Keep an audit trail of email campaigns, consent records, and policy updates. Avoid Third-Party List Purchases (GDPR, CASL, CAN-SPAM) – Send emails only to contacts acquired through compliant means. – Validate list sources and confirm compliance before use.

Privacy 157

Privacy Advertising Agencies Email Marketing Paid Search Agency 157

Martech

SEPTEMBER 23, 2024

Thirty-one percent valued security and reliability of mail, especially for sending important documents. Stamp.com’s sample of 500 consumers highlighted two positive aspects to mailing: Thirty-seven percent of consumers overall felt that mail provided a “personal touch,” with Gen X valuing that the most (41%).

Generation 117

Generation Sample Internet Marketing Vendors 117

Martech

OCTOBER 18, 2024

This GPT is designed to follow specific configuration instructions I provided: Metrics : A document outlines key metrics, how to calculate them and includes sample data with calculations. I always make sure the column names align with the provided metrics documents; if any discrepancies arise, the GPT will prompt for clarification.

Copywriting 134

Copywriting Marketing AI Generation Paid Search Agency 134

SEMrush

JUNE 18, 2025

Optimize Content at the Passage Level Optimizing content at the passage level could be helpful because LLMs often use passage-level retrieval (meaning they look for the most relevant segments of text rather than the most relevant documents). Use clear and precise wording throughout your document, making sure to mention relevant entities.

Optimization 106

Optimization AIO Brand Identity Branding 106

Oktopost

JANUARY 22, 2025

Create a brief, user-friendly document. Make the social media policy a living document Social media trends and platforms evolve rapidly. Highlight core principles such as respect, responsibility, and discretion. Avoiding overly technical or legalistic language.

Social Media 132

Social Media Companies Media Guidelines 132

Heinz Marketing

NOVEMBER 20, 2024

Consolidating Communication Silos: Having a centralized tool to document updates and decision changes reduces lift and confusion, providing your team with a single source of truth. Wrike Excels in cross-functional collaboration, with features like real-time document editing and advanced reporting dashboards.

Marketing Analytics Tools 94

Marketing Analytics Tools Marketing Automation Services Planning B2B Marketing 94

Martech

JULY 29, 2024

Premature investments end in failed initiatives Documentation of the failure rate of digital transformations is plentiful. All of these are valid concerns, reinforced by real-world examples and have been well documented. This lack of understanding becomes critical when companies rush to adopt AI without fully grasping its implications.

Marketing AI 140

Marketing AI Brand Identity Branding Digital Transformation 140

Martech

FEBRUARY 6, 2025

Why marketers are key to breaking down data silos The impact of data silos on businesses is well-documented through surveys with CMOs and marketers. Here are five actionable ways to break down silos and maximize your marketing impact. It is a major concern for both business and technical stakeholders.

Allocation 119

Allocation Planning Paid Search Agency Cost per Acquisition 119

Martech

NOVEMBER 12, 2024

The fact that 57% of the B2B leaders interviewed had no serious business strategy document to point to is, in many ways, the heart of the problem, particularly when contrasted to 98% of B2C. Then, request any functional strategy documents that may be available.

Marketing Analytics Tools 122

Marketing Analytics Tools Forecasting Marketing & Strategy Marketing Strategy 122

The Point

DECEMBER 30, 2024

Knowing what parts of the process to improve starts with measuring and documenting conversion rates and time-to-convert at every stage of the funnel: Lead to MQL, MQL to SAL, and so on. Sometimes its at the very early stage when leads are first captured and responded to. For other companies, the inefficiency may be later in the sales cycle.

Lead Ranking 167

Lead Ranking Marketing Qualified Leads Ideal Customer Profiles Sales Qualified Leads 167

ClearVoice

JANUARY 8, 2025

If a freelancer is repeatedly not following your direction or missing key points, document feedback and communicate it through a reliable platform. For example, consider using a shared document in Google Docs or a feedback system like Frame.io to consolidate comments and minimize back-and-forth confusion.

Work Management 93

Work Management Marketing Management Conversion Content Marketing 93

Martech

AUGUST 29, 2024

” The AI will be trained on government documents including curriculum guidance, lesson plans and anonymized pupil assessments “so they generate accurate, high-quality content,” according to a statement. s government is giving teachers AI chatbots to help them “mark and plan lessons.”

Marketing Automation Services 114

Marketing Automation Services Budget Programs Privacy Outreach 114

Martech

FEBRUARY 26, 2025

However, creating a document and thought leader ads with LinkedIn makes those excuses less valid. A document ad is essentially a carousel ad for non-marketers. Relying on only one ad format If your ad budget is tight, investing in videos, carousels, or other high-production formats may not be an option.

Paid Search Agency 117

Paid Search Agency Linkedin Ads Ideal Customer Profiles 117

Martech

SEPTEMBER 20, 2024

Document the incident: For legal reasons and internal review, it’s important to document as much as possible. Review security processes: Solitaire teaches us that it is possible to do everything right and still lose. Take the time to review processes and find out if you did everything right.

Enterprise Management 122

Enterprise Management Work Management Marketing Management Vendors 122

Martech

AUGUST 14, 2024

Have them: Create best practices and documentation for consistent, efficient tool use across teams. Leverage free training resources vendors provide, such as webinars and online documentation. Create power user teams Identify your most proficient and enthusiastic users for each tool in your stack.

ROMI 114

ROMI Webinar Metrics Marketing Management Budget Programs 114

Hinge Marketing

DECEMBER 10, 2024

Explore the competitor websites and document all you can about their brand positioning and digital marketing strategy. Encourage your team to keep this document updated as you learn more about the competitive landscape. Utilize tools like SEMrush and Moz to understand the digital reach of your competitors.

Peer-to-peer 126

Peer-to-peer Business Differentiation Analysis 126

Heinz Marketing

JUNE 26, 2025

Start tracking: NPS shifts over time (especially early surges) Product usage increases by role or segment First-time logins from new personas Referral or advocacy behavior Self-serve training engagement 5.

Marketing Analytics Tools 92

Marketing Analytics Tools Cross-Selling Burn Rate Trigger Marketing 92