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11 value streams · 80 processes

Marketing

Every process a marketing department runs, written down step by step. They are grouped into value streams, which is how the department divides its own work. Open a stream to read the processes in it.

The value streams
Planning
Objective-to-Commitment
Marketing leadership turns what the business asks of the department into a plan that has money, people and owners behind it.
Processes inside
  • Build Annual Marketing Plan
  • Brief Executive Leadership
  • Develop Marketing Strategy
9 processes
Audience
Market-to-Audience
The organization works out who it sells to and writes that down where every other process can read it.
Processes inside
  • Analyze Customer Base
  • Develop Buyer Persona
  • Conduct Customer Research
7 processes
Brand
Promise-to-Perception
The organization decides what its brand stands for, how it looks and how it sounds, and then holds the published material to that standard.
Processes inside
  • Conduct Brand Audit
  • Publish Brand Guidelines
  • Measure Brand Health
8 processes
Launch
Concept-to-Market
A new product, feature or price is made ready for the market, so that customers hear about it and the people selling it can answer for it.
Processes inside
  • Launch Channel Program
  • Refresh Competitive Battlecard
  • Enable Channel Partner
8 processes
Content
Idea-to-Asset
A content or creative need becomes a finished asset that somebody has approved and published.
Processes inside
  • Approve Marketing Material
  • Plan Content Calendar
  • Produce Creative Assets
9 processes
Campaigns
Brief-to-Results
Campaigns run on any channel, and this stream covers all of them.
Processes inside
  • Run Account-Based Play
  • Run Co-Marketing Campaign
  • Run Display Retargeting Campaign
8 processes
Media spend
Plan-to-Reconcile
Money committed to paid media is planned, spent, watched while the flights run, and then matched against what actually ran.
Processes inside
  • Develop Media Plan
  • Reallocate Media Spend
  • Reconcile Media Spend
7 processes
Leads
Inquiry-to-Owner
A raw inbound inquiry is scored and put in front of the person who should work it.
Processes inside
  • Cleanse Contact Database
  • Route Inbound Lead
  • Maintain Lead Scoring Model
3 processes
Customers
Customer-to-Advocate
Customers are brought up to speed, kept in touch with, and some of them agree to speak for the organization in public.
Processes inside
  • Convene Customer Advisory Board
  • Run Churn-Risk Play
  • Publish Customer Newsletter
8 processes
PR
Story-to-Coverage
Something the organization wants said in public is put in front of reporters, analysts and audiences.
Processes inside
  • Announce Company News
  • Submit Award Entry
  • Brief Industry Analyst
9 processes
Reporting
Activity-to-Insight
Marketing accounts for what it spent, what it did, and what the organization got back.
Processes inside
  • Maintain Attribution Model
  • Run Conversion Experiment
  • Report Marketing Performance
4 processes