Freelance Financial Content Planner Workflow Map

In this article, we’ve created a starter Freelance Financial Content Planner 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 Financial Content Planner 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 Financial Content Planner

The path towards better systems and processes in your Freelance Financial Content Planner 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 Financial Content Planner 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 Financial Content Planner

1. Initial consultation: Meet with clients to understand their financial content needs and goals.
2. Content planning: Collaborate with clients to develop a comprehensive content strategy that aligns with their target audience and business objectives.
3. Research and analysis: Conduct thorough research on relevant financial topics, market trends, and industry regulations to ensure accurate and up-to-date content.
4. Content creation: Write engaging and informative financial articles, blog posts, whitepapers, or other content formats as per the agreed-upon content strategy.
5. Editing and proofreading: Review and refine the content to ensure clarity, accuracy, and adherence to the client’s brand voice and style guidelines.
6. Client review and feedback: Share the drafted content with clients for their review and incorporate any necessary revisions or feedback.
7. Content optimization: Optimize the content for search engines (SEO) and ensure it meets the best practices for online visibility and engagement.
8. Content publishing: Coordinate with clients to schedule and publish the finalized content on their preferred platforms, such as websites, blogs, or social media channels.
9. Performance tracking: Monitor the performance of published content, including metrics like page views, engagement, and conversions, to assess its effectiveness.
10. Continuous improvement: Analyze the performance data and collaborate with clients to identify areas for improvement and implement strategies to enhance the impact of future content

Business Growth & Improvement Experiments

Experiment 1: Content Diversification
Description: Create and publish a variety of financial content pieces, including blog posts, videos, infographics, and podcasts, covering different topics within the finance and accounting industry. Share these pieces across various platforms and channels.
Expected Outcome: By diversifying the content format and topics, the freelance financial content planner can attract a wider audience, increase engagement, and establish themselves as an expert in the field. This experiment aims to generate more leads and potential clients.

Experiment 2: Collaborative Partnerships
Description: Identify and establish partnerships with other professionals or businesses in the finance and accounting industry, such as financial advisors, tax consultants, or accounting firms. Collaborate on joint content creation, cross-promotion, or referral programs.
Expected Outcome: Through collaborative partnerships, the freelance financial content planner can tap into new networks, expand their reach, and gain credibility by associating with established industry players. This experiment aims to increase brand visibility, attract new clients, and foster long-term relationships.

Experiment 3: Client Feedback Surveys
Description: Develop and distribute client feedback surveys to gather insights on the freelance financial content planner’s services, communication, and overall client experience. Analyze the feedback received and identify areas for improvement.
Expected Outcome: By actively seeking client feedback, the freelance financial content planner can gain valuable insights into their strengths and weaknesses, allowing them to refine their services and enhance client satisfaction. This experiment aims to improve client retention rates and generate positive referrals.

Experiment 4: Automation Tools Implementation
Description: Identify and implement automation tools or software that can streamline repetitive tasks, such as content scheduling, social media management, or invoicing. Evaluate the effectiveness and efficiency of these tools in saving time and improving productivity.
Expected Outcome: By leveraging automation tools, the freelance financial content planner can optimize their workflow, reduce manual effort, and allocate more time to strategic tasks. This experiment aims to increase productivity, improve turnaround times, and enhance overall business efficiency.

Experiment 5: Niche Targeting
Description: Identify a specific niche within the finance and accounting industry, such as personal finance for millennials or tax planning for small businesses. Tailor content and marketing efforts to cater specifically to this niche audience.
Expected Outcome: By focusing on a niche target audience, the freelance financial content planner can position themselves as an expert in that particular area, attracting clients who are specifically seeking their expertise. This experiment aims to increase client conversion rates and establish a unique selling proposition.

Experiment 6: Networking Events and Conferences
Description: Attend relevant finance and accounting industry events, conferences, or seminars to network with professionals, potential clients, and industry influencers. Actively engage in conversations, exchange business cards, and follow up with connections made.
Expected Outcome: By participating in networking events, the freelance financial content planner can expand their professional network, build relationships, and increase brand visibility. This experiment aims to generate new leads, collaborations, and referrals.

Experiment 7: Client Case Studies
Description: Create and showcase client case studies that highlight successful projects or collaborations. Include details on the challenges faced, strategies implemented, and the positive outcomes achieved.
Expected Outcome: By sharing client case studies, the freelance financial content planner can demonstrate their expertise, problem-solving abilities, and the value they bring to clients. This experiment aims to build trust, credibility, and attract new clients who resonate with the showcased success stories

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.