Map Out Your Marketing Process

woman mapping out her marketing process

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How many times have you heard “To get more customers, you have to map out your marketing process”, or how about “Automate your marketing process”? Everyone just assumes that you know what a marketing process is and that automating it should be a breeze with the right tool.  UGH!

This is the equivalent of saying, to get to the moon, you have to build a rocket! And while you’re at it — get some robots to build your rocket.


Thank you, marketing expert.  I know I need a marketing process — like I know a rocket will get me to the moon.  But how do I get one of those – assuming I’m not a rocket scientist or marketing expert?

A Map of the Marketing Process: Planning vs Doing

In this article, I’m going to simplify this whole “what is a marketing process” question and show you how to map out a marketing process for your business — in plain English.

What is a marketing process and why does it matter?

A marketing process is a series of steps you take to identify opportunities, define customers and select a strategy to attract leads and convert them to customers.

steps in the marketing process

There are really two aspects to the term “marketing process”; the planning side and the doing side.

marketing process

The 7 Steps of the Marketing Process

These are the sequential steps that you take when you are creating your marketing plan.

  1. Market research: What’s missing in my industry? What problems am I uniquely qualified to solve?
  2. Segmentation: What are the different groups of people who most value what I’m selling?
  3. Targeting: Who is my ideal customer? Who needs what I offer most and values it the most?
  4. Positioning: How can I describe my product or service that resonates with them?
  5. Strategize the marketing mix: What is my irresistible offer? The irresistible bundle of product, service, price, promotion and distribution?
  6. Implement your strategy: Where will my customers come from?  Your choices are: Content marketing, Direct Marketing and Paid advertising. This is the DOING part.  All you need to decide here is WHICH of these three marketing strategies are you going to DO.
  7. Measure your results: This element doesn’t need to be fancy.  It can include something as simple as counting phone calls or as complex as tracking Google Analytics.

It’s a step-by-step process which means that you complete one step before you move on to the next step.

When you follow each step your marketing will be on a solid foundation. The answers to your questions will be self-evident and you will reduce the amount of time, money and risk associated with your overall marketing.

Planning your marketing doesn’t have to take months and result in a 500-page document.  A solo-preneur can spend between a day and a week.  A business with 10 employees or less can spend from a week to a month.  These days, there is very little reason to spend more than 30 days planning your marketing.

You can use this One-Page Marketing Plan template to start the planning part of your marketing process.

None of this has anything to do with mapping your day-to-day marketing process. That only comes after you’ve chosen a marketing strategy.

Why You’re Confused and Overwhelmed by Marketing

You’ve been spending most of your time on step 6 — implementation.

where you spend time in marketing process

You’ve been focusing your time, money and energy on implementing without devoting enough time and energy on planning.

Sure — it’s a lot of fun brainstorming new marketing ideas and thinking up fun and creative ways to attract your ideal customer.  BUT without steps 1 – 5, you are shooting in the dark.

If you don’t select one of the three marketing strategies in step 6, you are opening yourself up to doing all of them with no focus or purpose. And, you are wasting valuable time and money guessing instead of knowing.

When you realize this, it’s no wonder your marketing successes are few and far between.

The Doing Side of the Marketing Process

The doing side of the marketing process starts with choosing your marketing strategy.  Here is a quick quiz that will help you choose your marketing strategy in about a minute.


Here is a simple graphic that describes each marketing strategy and the typical tactics you might use.

marketing strategies for small business

Now you have a starting point to developing a marketing process for YOUR business.

Why You Need a Marketing Slush Fund

Before you dive into any marketing strategy know this. You will need money and lots of it.  I recommend a marketing slush fund of at least $5,000.

This is why.

Once you’ve decided on a marketing strategy. You need to implement it.  No matter what you choose to do, you will need to spend money on website design, tools, and expert help.

If you don’t have enough money to implement at least one strategy with at least one set of tactics — your marketing will stall and you will end up no better than when you started.

Just imagine spending your valuable time and energy planning an amazing party — only to discover that it’s going to cost $5,000 and you only have $500 — you’ll not only be depressed about it – you’ll never be able to keep up with the timeline to make it happen.

Customer Journey Map – Your Marketing Process From the Eyes of Your Customer

A customer journey map is a visualization of your marketing process in action.  The customer journey will show exactly how your customers interact with your company.

Mapping out your customer journey will save you an incredible amount of time, frustration and confusion because you will:

  • Map out what marketing campaigns or messages you’ll put on different communication channels
  • See what decisions your customers can make at each stage of the process.
  • Be able to create “if this, then that” marketing messages that will gently guide your customers through your marketing process

How to Map Your Customer’s Marketing Journey

There are lots of marketing journey templates you can use, but I recommend that you start simple.  Either use pen and paper or whiteboard or sticky notes and a wall.  This gives you maximum flexibility to change things around quickly and easily.

Here is a simple outline that I’ve used recently.

  1. Where are your customers coming from?
    • Direct Mail
    • Newspaper Ad
    • Facebook
    • Twitter
    • Direct Website visit
    • Call-in
    • Where do you want those customers to go?
    • Seminar
    • Appointment
    • Newsletter list
  2. What happens if they do not call in or come to a seminar?
    • They receive reminders for future seminars
    • They receive email newsletters
  3. What happens after they make an appointment but don’t become a client
    • They receive newsletters
    • They receive a book
    • They receive informational emails over 3 months with call to action to come back.
    • If they don’t come back, we remove them from the list
  4. What happens after they become a client
    • They receive newsletters
    • They receive seminar information to tell a friend
    • They receive client event invitations

Using this simple outline, I can now create a flow chart and use it to create a marketing automation sequence.  Sales and marketing automation tools are tremendous time and money savers for small businesses.

The right sales and marketing automation tool will assure that your sales and marketing message is delivered exactly the way you want it — with no risk of having your marketing message miscommunicated by an untrained salesperson.

Don’t Make This Marketing Mistake

I’ve made this mistake — and it’s a painfully expensive one.

Do NOT choose a sales and marketing automation tool until you’ve run through a complete marketing process and mapped out your customer journey.

Every sales and marketing automation tool bills itself as a silver bullet.  And it isn’t. Every single sales and marketing automation tool has its own strengths and weaknesses.  You need to choose the platform that is excellent at what matters most to you as the business owner.

Remember, you are the master of your sales and marketing processes.  If you take the time to create a marketing strategy and plan and the customer journey map, run through the process manually at least once.

This will give you valuable insight into what works and what elements you need to change.  While you can hire people to “jazz up” your emails and to program your marketing automation tool – no one knows your ideal customer as well as you do.

Happy Marketing!

Writing this makes me feel like a “mom”.

It’s that feeling when you’ve struggled trying to figure something out, you’ve made your mistakes and now you want to save your child the pain and agony you’ve gone through.

After something like 30 years of wild changes and transformations in the world of marketing, I’ve learned that you don’t need to do MORE marketing, you actually need to do LESS.

The key is to focus on a single strategy, identify the tactics most likely to yield results and then double down.  Track and measure your progress, and if you don’t see the results you expected, try again.

There is no silver bullet — there is just thinking, planning, doing and trying again.

With that — Happy Marketing

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Ivana Taylor

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