Freelance B2B Marketer Workflow Map

In this article, we’ve created a starter Freelance B2B Marketer Workflow Map that you can use to start planning out your product/service delivery and we’ve outlined a few examples of experiments that you can run in your Freelance B2B Marketer role.

Ready to get started? Download the Workflow Map template or get in touch to discuss how a workflow coach could help you fast-track your business improvement.

Systems & Processes for Freelance B2B Marketer

The path towards better systems and processes in your Freelance B2B Marketer role starts with mapping out your most important business processes. Being able to see your business processes laid out visually helps you to collaborate with your team on how to improve and grow. By repeating this collaboration process, you’ll develop a culture of continuous improvement that leads to a growing business and streamlined systems and processes that increase customer & staff experience.

To help you start mapping out your processes, we’ve developed a sample flow for a Freelance B2B Marketer Workflow Map that you can use with your team to start clarifying your processes and then run Business Experiments so you can build a better business.

Workflow Map For A Freelance B2B Marketer

1. Initial consultation: Meet with the client to understand their business goals, target audience, and marketing needs.
2. Research and analysis: Conduct market research, competitor analysis, and customer profiling to identify opportunities and develop a strategic marketing plan.
3. Strategy development: Create a comprehensive marketing strategy that aligns with the client’s objectives and includes tactics such as content marketing, social media, email campaigns, and SEO.
4. Content creation: Develop engaging and relevant content, including blog posts, articles, social media updates, and email newsletters, to attract and engage the target audience.
5. Campaign implementation: Execute the marketing plan by implementing various campaigns across different channels, ensuring consistent messaging and brand identity.
6. Performance tracking: Monitor and analyze the performance of marketing campaigns using analytics tools to measure key performance indicators (KPIs) and make data-driven decisions.
7. Lead generation: Implement lead generation strategies to attract potential customers and nurture them through the sales funnel, using tactics such as landing pages, lead magnets, and email automation.
8. Conversion optimization: Continuously optimize marketing efforts to improve conversion rates, such as A/B testing landing pages, optimizing email campaigns, and refining targeting strategies.
9. Client reporting: Provide regular reports to clients, highlighting campaign performance, key metrics, and recommendations for improvement.
10. Continuous improvement: Collaborate with clients to identify areas for improvement, gather feedback, and implement changes to enhance the effectiveness of marketing efforts

Business Growth & Improvement Experiments

Experiment 1: Email Marketing Optimization
Description: Test different subject lines, email copy, and call-to-action buttons in email marketing campaigns to identify the most effective combination for increasing open rates, click-through rates, and conversions.
Expected Outcome: Improved email engagement metrics, higher conversion rates, and increased ROI from email marketing efforts.

Experiment 2: Social Media Advertising A/B Testing
Description: Run A/B tests on different ad creatives, targeting options, and ad formats across various social media platforms to determine the most effective combination for driving engagement, generating leads, and increasing brand awareness.
Expected Outcome: Improved ad performance, higher click-through rates, increased lead generation, and enhanced brand visibility on social media.

Experiment 3: Content Marketing Strategy Refinement
Description: Experiment with different content formats (blogs, videos, infographics, etc.), topics, and distribution channels to identify the most engaging and effective content marketing strategy for reaching and engaging the target audience.
Expected Outcome: Increased website traffic, higher engagement metrics (such as time on page and social shares), improved lead generation, and enhanced brand authority in the industry.

Experiment 4: Conversion Rate Optimization (CRO)
Description: Conduct A/B tests on landing pages, website design elements, and call-to-action placements to optimize the conversion rate and improve the overall user experience on the website.
Expected Outcome: Higher conversion rates, increased lead generation, improved user satisfaction, and enhanced website performance.

Experiment 5: Customer Segmentation and Personalization
Description: Segment the customer base based on various criteria (industry, company size, pain points, etc.) and personalize marketing messages, offers, and communication channels to better resonate with each segment’s specific needs and preferences.
Expected Outcome: Improved customer engagement, higher conversion rates, increased customer loyalty, and enhanced customer satisfaction.

Experiment 6: Referral Program Implementation
Description: Develop and implement a referral program to incentivize existing clients to refer new clients. Test different referral incentives, communication strategies, and tracking mechanisms to optimize the program’s effectiveness.
Expected Outcome: Increased client referrals, higher customer acquisition rates, improved client retention, and enhanced brand reputation through word-of-mouth marketing.

Experiment 7: Marketing Automation Integration
Description: Integrate marketing automation tools to streamline and automate repetitive marketing tasks, such as lead nurturing, email campaigns, and social media scheduling. Test different automation workflows and triggers to optimize efficiency and effectiveness.
Expected Outcome: Time and resource savings, improved lead nurturing, increased marketing efficiency, and enhanced customer experience.

Experiment 8: Collaborative Content Creation
Description: Collaborate with industry influencers, thought leaders, or complementary businesses to create co-branded content, such as webinars, ebooks, or podcasts. Test different collaboration strategies and content formats to expand reach, increase brand exposure, and attract new leads.
Expected Outcome: Increased brand visibility, expanded audience reach, higher lead generation, and enhanced industry authority through strategic partnerships.

Experiment 9: Customer Feedback and Satisfaction Surveys
Description: Implement regular customer feedback surveys to gather insights on customer satisfaction, pain points, and areas for improvement. Test different survey formats, questions, and distribution methods to optimize response rates and gather valuable feedback.
Expected Outcome: Improved customer satisfaction, enhanced customer retention, higher customer loyalty, and actionable insights for business improvement.

Experiment 10: Sales Funnel Optimization
Description: Analyze and optimize the sales funnel by identifying potential bottlenecks, optimizing lead qualification processes, and improving the handoff between marketing and sales teams. Test different strategies and tactics to streamline the sales process and increase conversion rates.
Expected Outcome: Shorter sales cycles, increased conversion rates, improved lead-to-customer conversion, and enhanced sales team efficiency

What Next?

The above map and experiments are just a basic outline that you can use to get started on your path towards business improvement. If you’d like custom experiments with the highest ROI, would like to work on multiple workflows in your business (for clients/customers, HR/staff and others) or need someone to help you implement business improvement strategies & software, get in touch to find out whether working with a workflow coach could help fast-track your progress.