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A 4-Step Customer Journey Map Process for Better Content Results [Template]

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A 4-Step Customer Journey Map Process for Better Content Results [Template]

Did you bring a map (digital or otherwise) with you on your last road trip? Most people do – It’s the best way to ensure that you arrive exactly where you intended to go.

Yet relatively few marketers create a map when planning content. They should. A customer journey map is a great way to lead prospects and customers to a destination that meets their information needs (and your marketing goals.)

The journey mapping process also can provide the strategic direction your team needs to know what kind of content to create to help move website visitors and other prospects through the sales cycle.

Though journey mapping can seem like a complex and tedious time suck, it doesn’t have to be.

A streamlined journey mapping process helped fintech company Datasite transform random acts of content into connected, customer-centric experiences.

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Convince & Convert’s Jenny Magic worked with Datasite Vice President of Marketing Americas Marcio Moerbeck to create the company’s customer journey maps. Here’s a detailed walkthrough of the process they followed (and a template you can use to get started) from their presentation at Content Marketing World 2021.

Marcio and Jenny also explain why customer journey maps are a critical part of any content marketing strategy and what they can help your brand achieve in this short video:

What is a customer journey map?

A journey map is a visual representation of the customer journey that defines:

  • All the points where customers and prospects interact with your brand
  • What they want to accomplish at each one
  • The path they take from point to point as they move toward a purchase

Jenny describes it as representing the intersection of buyer needs and your organization’s calls to action. “It’s thinking about what they need, what we need, what do we want them to do, and why would they want to do it. It helps content marketers get out of their own heads and see their brand through the eyes of customers,” she says.

Creating a customer journey map for your #ContentMarketing helps you see your brand through your prospects’ and customers’ eyes, says @JennyLMagic via @CMIContent @semrush. #CMWorld Click To Tweet

1649081311 39 A 4 Step Customer Journey Map Process for Better Content Results

Journey mapping is a marketer’s “secret superpower,” Jenny says. “The intersection of your brand strategy, your personas, and your journey maps is true content marketing gold.”

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Why create customer journey maps?

Viewing your brand’s value through that lens helps you evolve your content experience to become more customer-centric.

That’s particularly important because customers want to do their own research. According to TrustRadius research, 87% of buyers want to self-serve part or all of their buying journey, and 57% of buyers already make purchase decisions without ever talking with a vendor representative.

87% of buyers want to self-serve part or all of their buying journey, and 57% already make purchase decisions without talking with a vendor rep, according to @trustradius #research via @joderama @CMIContent @semrush. Click To Tweet

And they’re less patient with marketing that prioritizes the brand’s messages and goals over a useful and contextually relevant content experience.

“Every single content preference study gives marketers a thumbs down on whether or not the content is objective versus being biased; whether it is focused on substance over style; whether it’s the right amount of material or an overwhelming volume, and finally, whether or not it’s extraneous to their research,” Jenny says. “This means [marketers] are not doing a fantastic job telling them what they need to know to make that decision.”

Working through the mapping process keeps you focused on customers by:

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  • Enabling cross-team alignment around customer needs: The mapping process brings sales, marketing, and customer support together to define what customers need to know before they buy, what they need after they purchase, and the stories marketing can tell to support those interactions.
  • Guiding content priorities: It’s easy for teams to get distracted by the next shiny object, the next social media channel, or some exciting idea from the C-suite. A journey map that clearly articulates audience needs helps ensure the team stays true to what your audience wants and needs.
  • Inspiring customer-centric content. Auditing your content during the mapping process can reveal topic gaps you should create content to fill.

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A streamlined customer journey mapping process and template

Jenny recommends a customer journey process that focuses on a narrow set of information selected to help you plan more effectively and create higher-performing content.

I’ll walk you through the steps of this process, using a template Jenny built in Airtable to illustrate the steps (you can access her template here). You can use Excel, Google Sheets, or any other project management tool to create a similar tracker.

Step 1: Define your personas 

1649081311 96 A 4 Step Customer Journey Map Process for Better Content Results

Click to enlarge

List your customer personas in the first tab on the far left of this template and fill in their most important characteristics. Jenny’s example shows details for three personas (A, B, and C), including their job titles, who they report to, and their role in the decision-making process.

If you haven’t yet created detailed customer profiles as part of your content marketing strategy development, consider this quick-start personas guide.

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For journey mapping, Jenny recommends including only those details that are relevant to the decision journey – mindset and motivation.

These are the must-have insights she includes:

  • Triggers: What drives their interest in changing their current solution or taking action on a new purchase?
  • Influences: Who or what influences them on decisions like this?
  • Value proposition: Which of your advantages and benefits will resonate with them most?
  • Motivations and frustrations: Why have they chosen to engage with your business, and what do they need to do or solve right now?

TIP: To avoid bringing unintentional biases into your work, don’t give your personas names. “If we use a gendered name like ‘Driven Daniel,’ we instantly picture a male, and that may not be [relevant] to the decision process,” Jenny says.

Don’t give gendered names to your audience personas because that can introduce unintentional biases in your #ContentMarketing, says @JennyLMagic via @CMIContent @semrush. #CMWorld Click To Tweet

Step 2: Define your calls to action (CTAs)

1649081311 942 A 4 Step Customer Journey Map Process for Better Content Results

Click to enlarge

In the second tab, fill in your top 20 or so business CTAs – the activities that drive consumers toward a purchase decision.

Jenny says marketers tend to rush through this step or skip it entirely. But this step keeps content teams focused on desirable business outcomes rather than vanity metrics.

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Think about these CTAs in terms of the behaviors you want to drive, such as:

  • Assessing readiness to make a purchase decision
  • Learning how to evaluate our type of solution
  • Requesting a demo

Bring sales and customer support teams into your planning conversations to share insights and real-world scenarios at this stage.

“Sales might have a whole set of activities that they’re judged and rewarded on that are often very different from the [marketing team’s] CTAs – and very different from what the support team wishes our clients knew once they signed on the dotted line,” Jenny says.

She recommends bringing the teams together and getting them to agree on which CTAs to prioritize. Although this part of the process can feel arduous, Marcio confirms that it delivers important benefits: “The great moment of this exercise was that we came to a consensus on a set of CTAs that we can go and activate. Be patient and be resilient through that process because, for us, that was the win,” says Marcio.

Get sales, customer support, and marketing together to agree on which business calls to action to prioritize in your #ContentMarketing, says @JennyLMagic @AskMarcio via @CMIContent @semrush. #CMWorld Click To Tweet

Step 3: Define your customer experience

Once you’ve defined your audience targets and CTAs, use the Journey Map tab to align the persona details and journey stages with your content and CTAs. You can also fill in the emotions that likely drive your persona’s actions at each journey stage (as Jenny has done in this example). But don’t worry about the content column just yet – you’ll have that information once you do the audit in Step 4.

1649081311 482 A 4 Step Customer Journey Map Process for Better Content Results

Click to enlarge

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When filling in these fields, don’t nitpick every word choice or haggle over the fine details. Just summarize the essential information. In the remaining columns, Jenny recommends distilling your customer insights into answers to these four questions:

Think of this step as a narrative exercise that results in a first draft, Jenny says. It’s not meant to serve as a definitive resource to answer all your content planning questions.

Step 4: Audit your existing content

A comprehensive content audit is never a bad idea. But Jenny suggests speeding things up for journey mapping with this focused approach:

  • List the titles of only your 50 highest-performing evergreen content pieces. They’ll serve as a representative sample of your best content.
  • Determine which of your CTAs would be most relevant for each asset.

In Jenny’s full template (not pictured), you’ll see additional fields you can fill in if they’re important to your business (such as the asset’s URL, and target formats and channels).

But even if you just outline the content you have and the CTAs each one aligns with, the process will reveal two key content insights:

  • Gaps: You’ll find out if you lack content for specific CTAs or topics. This insight will help you set priorities for future content creation.
  • Waste: You’ll identify topics you’ve covered sufficiently (or more often than you need to). You can deprioritize these topics in your list of new content to create.

Transform random acts of content into connected customer experiences

These steps help you create the framework for a living content plan you can build on by adding more insights and ideas over time. As you brainstorm new content pieces or look for ways to refresh and repurpose the assets you’ve already created, use this template to set priorities and track results through your creation and distribution workflows.

Deciding what content pieces to create – and how to connect them to provide a seamless, customer-focused experience – can seem intimidating in the absence of a linear process. Try Jenny’s suggestions to help simplify your decision-making, increase your strategic focus, and achieve better marketing results.

Want to learn how to balance, manage, and scale great content experiences across all your essential platforms and channels? Join us at ContentTECH Summit (May 31-June 2) in San Diego. Browse the schedule or register today. Use the code BLOG100 to save $100.

Note: No one post can provide all relevant tools in the space. Feel free to include additional tools (from your company or ones you’ve used) in the comments.

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Cover image by Joseph Kalinowski/Content Marketing Institute




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How To Combine PR and Content Marketing Superpowers To Achieve Business Goals

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A figure pulls open a dress shirt to reveal the term PR on a Superman-like costume, reflecting the superpower resulting from combining content and PR.

A transformative shift is happening, and it’s not AI.

The aisle between public relations and content marketing is rapidly narrowing. If you’re smart about the convergence, you can forever enhance your brand’s storytelling.

The goals and roles of content marketing and PR overlap more and more. The job descriptions look awfully similar. Shrinking budgets and a shrewd eye for efficiency mean you and your PR pals could face the chopping block if you don’t streamline operations and deliver on the company’s goals (because marketing communications is always first to be axed, right?).

Yikes. Let’s take a big, deep breath. This is not a threat. It’s an opportunity.

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Reach across the aisle to PR and streamline content creation, improve distribution strategies, and get back to the heart of what you both are meant to do: Build strong relationships and tell impactful stories.

So, before you panic-post that open-to-work banner on LinkedIn, consider these tips from content marketing, PR, and journalism pros who’ve figured out how to thrive in an increasingly narrowing content ecosystem.

1. See journalists as your audience

Savvy pros know the ability to tell an impactful story — and support it with publish-ready collateral — grounds successful media relationships. And as a content marketer, your skills in storytelling and connecting with audiences, including journalists, naturally support your PR pals’ media outreach.

Strategic storytelling creates content focused on what the audience needs and wants. Sharing content on your blog or social media builds relationships with journalists who source those channels for story ideas, event updates, and subject matter experts.

“Embedding PR strategies in your content marketing pieces informs your audience and can easily be picked up by media,” says Alex Sanchez, chief experience officer at BeWell, New Mexico’s Health Insurance Marketplace. “We have seen reporters do this many times, pulling stories from our blogs and putting them in the nightly news — most of the time without even reaching out to us.”

Acacia James, weekend producer/morning associate producer at WTOP radio in Washington, D.C., says blogs and social media posts are helpful to her work. “If I see a story idea, and I see that they’re willing to share information, it’s easier to contact them — and we can also backlink their content. It’s huge for us to be able to use every avenue.” 

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Kirby Winn, manager of PR at ImpactLife, says reporters and assignment editors are key consumers of their content. “And I don’t mean a news release that just hit their inbox. They’re going to our blog and consuming our stories, just like any other audience member,” he says. “Our organization has put more focus into content marketing in the past few years — it supports a media pitch so well and highlights the stories we have to tell.”

Storytelling attracts earned media that might not pick up the generic news topic. “It’s one thing to pitch a general story about how we help consumers sign up for low-cost health insurance,” Alex says. “Now, imagine a single mom who just got a plan after years of thinking it was too expensive. She had a terrible car accident, and the $60,000 ER bill that would have ruined her financially was covered. Now that’s a story journalists will want to cover, and that will be relatable to their audience and ours.” 

2. Learn the media outlet’s audience

Seventy-three percent of reporters say one-fourth or less of the stories pitched are relevant to their audiences, according to Cision’s 2023 State of the Media Report (registration required).

PR pros are known for building relationships with journalists, while content marketers thrive in building communities around content. Merge these best practices to build desirable content that works for your target audience and the media’s audiences simultaneously.

WTOP’s Acacia James says sources who show they’re ready to share helpful, relevant content often win pitches for coverage. “In radio, we do a lot of research on who is listening to us, and we’re focused on a prototype called ‘Mike and Jen’ — normal, everyday people in Generation X … So when we get press releases and pitches, we ask, ‘How interested will Mike and Jen be in this story?’” 

3. Deliver the full content package (and make journalists’ jobs easier)

Cranking out content to their media outlet’s standards has never been tougher for journalists. Newsrooms are significantly understaffed, and anything you can do to make their lives easier will be appreciated and potentially rewarded with coverage. Content marketers are built to think about all the elements to tell the story through multiple mediums and channels.

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“Today’s content marketing pretty much provides a package to the media outlet,” says So Young Pak, director of media relations at MedStar Washington Hospital Center. “PR is doing a lot of storytelling work in advance of media publication. We (and content marketing) work together to provide the elements to go with each story — photos, subject matter experts, patients, videos, and data points, if needed.”   

At WTOP, the successful content package includes audio. “As a radio station, we are focused on high-quality sound,” Acacia James says. “Savvy sources know to record and send us voice memos, and then we pull cuts from the audio … You will naturally want to do someone a favor if they did you one — like providing helpful soundbites, audio, and newsworthy stories.”  

While production value matters to some media, you shouldn’t stress about it. “In the past decade, how we work with reporters has changed. Back in the day, if they couldn’t be there in person, they weren’t going to interview your expert,” says Jason Carlton, an accredited PR professional and manager of marketing and communications at Intermountain Health. “During COVID, we had to switch to virtual interviewing. Now, many journalists are OK with running a Teams or Zoom interview they’ve done with an expert on the news.”

BeWell’s Alex Sanchez agrees. “I’ve heard old school PR folks cringe at the idea of putting up a Zoom video instead of getting traditional video interviews. It doesn’t really matter to consumers. Focus on the story, on the timeliness, and the relevance. Consumers want authenticity, not super stylized, stiff content.”

4. Unite great minds to maximize efficiency

Everyone needs to set aside the debate about which team — PR or content marketing — gets credit for the resulting media coverage.

At MedStar Washington Hospital Center, So Young and colleagues adopt a collaborative mindset on multichannel stories. “We can get the interview and gather information for all the different pieces — blog, audio, video, press release, internal newsletter, or magazine. That way, we’re not trying to figure things out individually, and the subject matter experts only have to have that conversation once,” she says.

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Regular, cross-team meetings are essential to understand the best channels for reaching key audiences, including the media. A story that began life as a press release might reap SEO and earned media gold if it’s strategized as a blog, video, and media pitch.

“At Intermountain Health, we have individual teams for media relations, marketing, social media, and hospital communications. That setup works well because it allows us to bring in the people who are the given experts in those areas,” says Intermountain’s Jason Carlton. “Together, we decide if a story is best for the blog, a media pitch, or a mix of channels — that way, we avoid duplicating work and the risk of diluting the story’s impact.”

5. Measure what matters

Cutting through the noise to earn media mentions requires keen attention to metrics. Since content marketing and PR metrics overlap, synthesizing the data in your team meetings can save time while streamlining your storytelling efforts.

“For content marketers, using analytical tools such as GA4 can help measure the effectiveness of their content campaigns and landing pages to determine meaningful KPIs such as organic traffic, keyword rankings, lead generation, and conversion rates,” says John Martino, director of digital marketing for Visiting Angels. “PR teams can use media coverage and social interactions to assess user engagement and brand awareness. A unified and omnichannel approach can help both teams demonstrate their value in enhancing brand visibility, engagement, and overall business success.”

To track your shared goals, launch a shared dashboard that helps tell the combined “story of your stories” to internal and executive teams. Among the metrics to monitor:

  • Page views: Obviously, this queen of metrics continues to be important across PR and content marketing. Take your analysis to the next level by evaluating which niche audiences are contributing to these views to further hone your storytelling targets, including media outlets.
  • Earned media mentions: Through a media tracker service or good old Google Alerts, you can tally the echo of your content marketing and PR. Look at your site’s referral traffic report to identify media outlets that send traffic to your blog or other web pages.
  • Organic search queries: Dive into your analytics platform to surface organic search queries that lead to visitors. Build from those questions to develop stories that further resonate with your audience and your targeted media.
  • On-page actions: When visitors show up on your content, what are they doing? What do they click? Where do they go next? Building next-step pathways is your bread and butter in content marketing — and PR can use them as a natural pipeline for media to pick up more stories, angles, and quotes.

But perhaps the biggest metric to track is team satisfaction. Who on the collaborative team had the most fun writing blogs, producing videos, or calling the news stations? Lean into the natural skills and passions of your team members to distribute work properly, maximize the team output, and improve relationships with the media, your audience, and internal teams.

“It’s really trying to understand the problem to solve — the needle to move — and determining a plan that will help them achieve their goal,” Jason says. “If you don’t have those measurable objectives, you’re not going to know whether you made a difference.”

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Don’t fear the merger

Whether you deliberately work together or not, content marketing and public relations are tied together. ImpactLife’s Kirby Winn explains, “As soon as we begin to talk about (ourselves) to a reporter who doesn’t know us, they are certainly going to check out our stories.”

But consciously uniting PR and content marketing will ease the challenges you both face. Working together allows you to save time, eliminate duplicate work, and gain free time to tell more stories and drive them into impactful media placements.

Register to attend Content Marketing World in San Diego. Use the code BLOG100 to save $100. Can’t attend in person this year? Check out the Digital Pass for access to on-demand session recordings from the live event through the end of the year.

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Cover image by Joseph Kalinowski/Content Marketing Institute

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Trends in Content Localization – Moz

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Trends in Content Localization - Moz

Multinational fast food chains are one of the best-known examples of recognizing that product menus may sometimes have to change significantly to serve distinct audiences. The above video is just a short run-through of the same business selling smokehouse burgers, kofta, paneer, and rice bowls in an effort to appeal to people in a variety of places. I can’t personally judge the validity of these representations, but what I can see is that, in such cases, you don’t merely localize your content but the products on which your content is founded.

Sometimes, even the branding of businesses is different around the world; what we call Burger King in America is Hungry Jack’s in Australia, Lays potato chips here are Sabritas in Mexico, and DiGiorno frozen pizza is familiar in the US, but Canada knows it as Delissio.

Tales of product tailoring failures often become famous, likely because some of them may seem humorous from a distance, but cultural sensitivity should always be taken seriously. If a brand you are marketing is on its way to becoming a large global seller, the best insurance against reputation damage and revenue loss as a result of cultural insensitivity is to employ regional and cultural experts whose first-hand and lived experiences can steward the organization in acting with awareness and respect.

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How AI Is Redefining Startup GTM Strategy

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How AI Is Redefining Startup GTM Strategy

AI and startups? It just makes sense.

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