Ta kontakt med oss

MARKNADSFÖRING

How to Create Functional SOPs (That Your Employees Actually Use)

Publicerad

How to Create Functional SOPs (That Your Employees Actually Use)


Everybody tells you to make SOPs as an agency owner. It’s the only way to grow, right?

Yes…and no.

Your marketing agency needs SOPs. That’s a fact. But your agency doesn’t need to waste time creating documents that collect digital dust. If you make SOPs for every single task in your business, your hiring process will be a breeze. But, soon, you’ll find your employees and contractors aren’t even opening up those SOPs. They figured out their way to get the task done, and it’s more efficient. 

All the time you spent on those SOPs is wasted—and it could have been used in a better way. At this year’s Traffic and Conversion Summit, Ryan Deiss talked about the importance of creating SOPs and not creating SOPs.

That’s the secret of functional SOPs that your employees actually use. 

We’ll explain…

How to Create Functional SOPs

Functional SOPs are the brain of your business. We’re not saying that you don’t need SOPs. You definitely do. Standard operating procedures (SOPs) help you hire, move employees to different positions, and figure out where you’re inefficient. Especially as an agency owner, SOPs are your absolute best friend.

If you want to scale your agency from 5 clients to 10 and eventually 20+, SOPs are the way to do it. But only if you use them the right way. If you spend too much time on SOPs your employees don’t use, you wasted time that could have been spent on lead generation or deliverables

Here are the 3 steps to create functional SOPs your employees open, use, and share.

Step #1: Choose the top tasks you need SOPs for

The first step in creating functional SOPs is figuring out what tasks need them. It’s tempting to create an SOP for every single part of your business because it feels efficient. But, if your team doesn’t use them, then it was a waste of time. As Ryan talked about in his Traffic and Conversion Summit session, you only need SOPs for the most important tasks.

Everything else will collect digital dust on your employee’s desktops, never opened again. What’s an important task? This can range from running your meetings, uploading content to WordPress, or writing podcast show notes. The important tasks of your business are the ones that are moving the needle och are consistently on to-do lists.

  • Tasks outsourced to VAs (like writing podcast show notes)
  • Meeting templates (Gino Wickman shares meeting templates in Traction)
  • Tech instructions (like publishing a blog post to WordPress)

Here’s part of an old SOP we used to write the Perpetual Traffic Podcast show notes:

This was an important SOP for us because 1) we uploaded a new podcast every week (recurring task), and 2) we needed to create a consistent experience with our listeners (to move the needle on audience growth).

Once you’ve figured out the tasks that move the needle and are a consistent part of your agency, it’s time to write your SOPs. 

Step #2: Write down every step with an explanation

Each task that moves the needle och is done on a consistent basis has the green light for an SOP. In Step 2, don’t worry about anything but writing down every step of a task or process in as much detail as possible. Your goal is to be able to hand this document to someone one the street and have them be able to do that task or run that process.

Yep, your SOP needs to be that detailed. 

When we write SOPs, we divide them into sections. This makes it easy for the person doing the task or running the process to know what they need before getting started and moving on to the next step.

For example, here’s the Table of Contents from our Blog Post Uploading SOP:

Working with the Blog Document:

  • Section 1: Get Finalized Post
  • Section 2: Prep Post for Layout
  • Section 3: Process Images
  • Section 4: Uploading Post Copy into WordPress
  • Section 5: Fill out SEO and Sidebar info
  • Section 6: Publish Post

In each section is a detailed description of the standard operating procedure. Here’s what the two first sections of our Blog Post Uploading SOP look like:

At this stage, you’re just writing down everything involved in the task. The next step is giving your SOP the final polish.

Step #3: Delete as many words as possible

Each SOP should be as short as possible. The longer the SOP, the more complicated you’re making the task or procedure. Complicated tasks and procedures are the opposite of growth in a business. You don’t want your employees stuck on a single task all day because it takes them 30+ pages to get through the SOP.

Just reading that sounds unrealistic.

In step 3, you have one goal: delete as many words as possible from your SOP. Shorten your sentences. Tighten up your explanations. Use more images. Make your SOP a seamless experience instead of a cartography class. 

Our SOP for the Certified Partner Weekly Email is two pages long. It doesn’t need to be any longer for our email team to get it written and out the door. This SOP is broken up into two sections:

  1. Procedure
  2. Email Outline

At the top of the document is the schedule for ideating, drafting, reviewing, and submitting each week’s email. Below that is the email outline to follow. 

Could this SOP be 10+ pages long? Absolutely. If we added every detail possible to writing the email and uploading it to our email provider, it could probably be longer. But, we don’t need every detail for it to get done right. We just need our team to know the schedule (so the email gets written!), to understand who’s in charge of what part of the process, and to have the outline. 

That’s it.

Now, you have an SOP that your team will actually use because they genuinely need it! Ahh, the magic of functional SOPs. 🪄

Are Your Employees *Really* Using Your SOPs?

They might not be today…but they can be tomorrow. Just by simplifying how many SOPs you create and how you write them, your marketing agency can change overnight. You can go from putting out little fires all day long to knowing that any task/procedure moving the needle and happening consistently is getting taken care of. 

As the owner, executive, or manager of a marketing agency, this is a breath of fresh air. If you’re focused on putting out the (consistent) little fires that come with employees and freelancers not using SOPs because they’re too complicated, bulky, and time consuming, how can you captain your ship towards smoother waters?

There’s a hard way to grow your agency and an easy way. Part of the easy way is creating functional SOPs so your employees actually use them. The other part is the realization that you don’t know everything, and you’re not supposed to. There are marketing strategies, agency growth tactics, and marketing knowledge that you don’t have—that could help your agency reach your big goal this year.

And they’re all inside of DigitalMarketer Lab. Lab is our members-only platform where the top marketers give away their marketing expertise through Insider Trainings, Workshops, Playbooks, and our Toolkits. 

By becoming a Lab member, you get access to every past Training, Workshop, Playbook, and ToolKit—and our community of 10,000 marketers.

See what’s inside Lab here.



Källlänk

MARKNADSFÖRING

The Ultimate Guide to Product Marketing in 2023

Publicerad

The Ultimate Guide to Product Marketing in 2023

Product marketing is essential, even if you only sell one or two products at your organization.

(mer …)

Fortsätt läsa

MARKNADSFÖRING

3 email marketing shifts to make in 2023

Publicerad

3 email marketing shifts to make in 2023

Whew! We made it to 2023! As we closed in on the end of the year in December, the finish line seemed awfully far away. Many marketers told me they were busier than ever. 

I myself was fielding calls for strategy help, working on business deals and managing the chaos all the way to the eve of Christmas Eve, something that rarely happens in my 20-plus-year career. 

Look back and celebrate, then move on

The first business for 2023 will be to step back, clear your head and take stock of all the great things you accomplished in 2022 despite the odds (i.e., coming out of COVID, going into a rebound and COVID round 2, moving into supply-chain shortages and other hiccups, facing down a potential recession) and how they affected the work you did to succeed.

And now it’s 2023. I hope you got your budget request approved and you’re ready to move ahead with a clean slate and new KPIs to hit. You’re probably wondering, “What can I do now to grow my program?

3 directional changes to grow your email program

Naturally, every marketer’s goals will be unique. We have different audiences, challenges, resources and goals. But I’m focusing on three major directional changes with my clients this year. Which of these could help you succeed this year?

1. Stop sending so many emails

Yeah, I know. That sounds strange coming from somebody who believes wholeheartedly in email and its power to build your business. But even I have my limits!

Email during this last holiday shopping season was insane. In my 20+ years in the email industry, I cannot remember a time, even during the lockdown days of COVID-19, when my inbox was so full. 

I’m not the only one who noticed. Your customers also perceived that their inboxes were getting blasted to the North Pole. And they complained about it, as the Washington Post reported (“Retailers fire off more emails than ever trying to get you to shop“).

I didn’t run any numbers to measure volume, isolate cadences or track frequency curves. But every time I turned around, I saw emails pouring into my inbox. 

My advice for everyone on frequency: If you throttled up during the holiday, now it’s time to throttle back.

This should be a regularly scheduled move. But it’s important to make sure your executives understand that higher email frequency, volume and cadence aren’t the new email norm. 

If you commit to this heavier schedule, you’ll drive yourself crazy and push your audience away, to other brands or social media.

If you did increase cadence, what did it do for you? You might have hit your numbers, but consider the long-term costs: 

  • More unsubscribes.
  • More spam complaints.
  • Deliverability problems.
  • Lower revenue per email. 

Take what you learned from your holiday cadence as an opportunity to discover whether it’s a workable strategy or only as a “break glass in case of emergency” move.

My advice? Slow down. Return to your regular volume, frequency and cadence. Think of your customers and their reactions to being inundated with emails over 60 days.

2. Stop spamming

In that Washington Post article I mentioned earlier, I was encouraged that it cited one of my email gripes — visiting websites and then getting emails without granting permission first. 

I could have given the Post a salty quote about my experiences with SafeOpt and predatory email experiences (“Business stress is no excuse to spam“) for visitors to its clients’ websites. 

Successful email marketers believe in the sanctity of permission. That permission-based practice is what you want to be involved in. Buying a list means you don’t hire a company to sell you one, whether it’s a data broker or a tech provider like SafeOpt. 

Spamming people doesn’t work in the long term. Sure, I’ve heard stories from people who say they use purchased lists or companies like SafeOpt and it makes them money. But that’s a singular view of the impact. 

Email is the only marketing channel where you can do it wrong but still make money. But does that make it right? 

The problem with the “it made us money” argument is that there’s nowhere to go after that. Are you measuring how many customers you lost because you spammed them or the hits your sender reputation took? 

You might hit a short-term goal but lose the long-term battle. When you become known as an unreliable sender, you risk losing access to your customers’ inboxes.

Aside from the permission violation, emailing visitors after they leave your site is a wasted effort for three reasons:

  • A visit is not the same as intent. You don’t know why they landed on your site. Maybe they typed your URL as a mistake or discovered immediately that your brand wasn’t what they wanted. Chasing them with emails won’t bring them back.
  • You aren’t measuring interest. Did they visit multiple pages or check out your “About” or FAQ pages? As with intent, just landing on a page doesn’t signal interest.
  • They didn’t give you their email address. If they had interest or intent, they would want to connect with your brand. No email address, no permission.

Good email practice holds that email performs best when it’s permission-based. Most ESPs and ISPs operate on that principle, as do many email laws and regulations.

But even in the U.S., where opt-out email is still legal, that doesn’t mean you should send an email without permission just because somebody landed on your website.

3. Do one new thing

Many email marketers will start the year with a list of 15 things they want to do over the next two months. I try to temper those exuberant visions by focusing on achievable goals with this question: 

“What one thing could you do this year that could make a great difference in your email program’s success?”

When I started a job as head of strategy for Acxiom, I wanted to come up with a long list of goals to impress my new boss. I showed it to my mentor, the great David Baker and he said, “Can you guarantee that you can do all of these things and not just do them but hit them out of the park?”

Hmmmm…

“That’s why you don’t put down that many goals,” he said. “Go in with just one. When that one is done, come up with the next one. Then do another. If you propose five projects, your boss will assume you will do five projects. If you don’t, it just means you didn’t get it done.”

That was some of the best advice I’ve ever received and I pass it on to you. 

Come up with one goal, project or change that will drive your program forward. Take it to your boss and say, “Here’s what I’m going to do this year.”

To find that one project, look at your martech and then review MarTech’s six most popular articles from 2022 for expert advice.

You’ll find plenty of ideas and tips to help you nail down your one big idea to drive growth and bring success. But be realistic. You don’t know what events could affect your operations. 

Drive your email program forward in 2023

The new year has barely begun, but I had a little trouble getting motivated to take on what’s shaping up to be a beast of a year. You, too?

I enjoyed my time off over the holidays. Got in some golf with my dad and his buddies, ate great food and took time to step back and appreciate the phenomenal people I work with and our amazing industry. 

What gets me going at last? Reaching out to my team, friends and you. Much of my motivation comes from fellow marketers — what you need, what you worry about and what I can do to help you succeed. 

If you’re on the struggle bus with me, borrow some motivation from your coworkers and teammates, so we can gather together 12 months from now and toast each other for making it through another year. 

It’s time to strap on your marketer helmet and hit the starter. Here’s to another great year together. Let’s get the job done!


Get MarTech! Daily. Free. In your inbox.



Opinions expressed in this article are those of the guest author and not necessarily MarTech. Staff authors are listed here.


Om författaren

Ryan Phelan

As the co-founder of RPEOrigin.com, Ryan Phelan’s two decades of global marketing leadership has resulted in innovative strategies for high-growth SaaS and Fortune 250 companies. His experience and history in digital marketing have shaped his perspective on creating innovative orchestrations of data, technology and customer activation for Adestra, Acxiom, Responsys, Sears & Kmart, BlueHornet and infoUSA. Working with peers to advance digital marketing and mentoring young marketers and entrepreneurs are two of Ryan’s passions. Ryan is the Chairman Emeritus of the Email Experience Council Advisory Board and a member of numerous business community groups. He is also an in-demand keynote speaker and thought leader on digital marketing.

Källlänk

Fortsätt läsa

MARKNADSFÖRING

Promote | DigitalMarketer

Publicerad

Promote | DigitalMarketer

Up until now, any “promotion” your customers have done has been passive. But in the promotion stage, your customers actively spread the word about your brands, products, and services. They tell stories, make recommendations, and share your offers because they truly believe in them.

Active promotion may be an affiliate or commission relationship—or just a free offer for sending some new customers your way. The point is, it’s a win-win for both of you.

One thing worth mentioning before we dive in; Happy customers don’t promote, SUCCESSFUL customers do. 

Our biggest question in the Promote stage is: How are you going to turn your BEST customers into your marketing partners? 

If you don’t have a referral program, an affiliate program, or a valued reseller program … who is willing to drive your message to the organization you need to build out these programs? This is word of mouth marketing, and it is very important so start thinking about how you want to build this. 

Look to your most successful customers, they’re going to be the people who actively promote for you. But then, let’s think about our customers who already have our prospects but are offering a different product or service. 

At DigitalMarketer we are a training and certification company, we are not a services based company. What that means is we don’t compete with agencies or consultants. This also means that there is an opportunity for us to work with agencies and consultants. 

When we realized this we decided to launch our Certified Partner Program, which you can learn more about at DigitalMarketer.Com/Partner. This program lets us work with the largest segments of our customer base, who have customers that we want but they’re providing a solution that we’re not providing. 

When we train our customers, they are able to use our company frameworks to work with their clients. If their clients want to learn to do their marketing themselves? We’re the first education company they see.

So who is that for you? Remember, it’s not the happy clients that refer, it’s the successful clients. If you want to create more promoters, make sure that you’re doing everything that you can as a marketer to ensure that you’re marketing great products so you can see great results. 

How can our example companies accomplish this?

For Hazel & Hems, they can add an ambassador program to grow their instagram following and increase credibility with viral posts. 

Ambassadors can earn affiliate commissions, additional boutique reward points, and get the chance to build a greater following by leveraging the Hazel & Hems brand.

For Cyrus & Clark, they can offer discounted rates to their existing clients if those clients are willing to refer them to their strategic partners. 

For construction companies, this could be a home builder recommending Cyrus & Clark services to the landscapers, real estate developers, and interior designers that they work with to serve their customers.



Källlänk

Fortsätt läsa

Trendigt

sv_SESvenska