Getting Organized and Visibility

Now that we know our general themes, have some structure for brand awareness campaigns, and understand who our internal subject matter experts are, it’s time to get organized. Not just organized, but we also want to make it as easy as possible for anyone within your organization to have visibility into resources that may be useful to them (in particular sales, BD, BDRs/SDRs, and the rest of marketing).

Please reference our syllabus here. You can find the brand audit template here.

Notion has a few stock editorial calendars available, but I made some adjustments for our particular use case. You can then duplicate this and customize it further to fit your needs.

You can access the editorial template here (in Notion)

Please keep in mind that this template differs from managing the editorial process, which, typically, I would recommend using something like Asana. There may be Kanban boards built into Notion, but it’s way easier to collaborate with project management software.

Anywho, let’s crack open the template and get a quick look around, and I’ll share some use cases for how you can deploy this internally.

Calendar view: Gives a quick glance overview of what is coming up or has recently been published.

Everything: A completely unfiltered but filterable list to understand what is fully available.

Category: Assuming you have different campaigns and segments, this makes it easier to split apart your content by verticals and focus.

Funnel: This is pretty self-explanatory but maps what content aligns with a different stage of the funnel. For example, case studies are lower in the funnel, and standard blog content is at the top.

Content channel: This maps out what content has been created for different mediums such as podcasts, newsletters, social media, blogs, etc.

Basic use cases

• Exec/marketing-wide reporting and visibility (calendar view)

  • Just snap a screenshot or share the link.

• Campaign building (finding existing resources or gaps)

  • Searchable and filterable.

• General Awareness

  • Let others know what is coming and has been published so you don’t get asked for the same thing 100 times.

• Fueling outbound (specific resources by category, funnel, audience)

  • Teach them to fish for resources they need before suggesting new items.