As the Digital Content & Partnerships Specialist at The Entourage, Anna Lee oversees digital content projects like The Make It Happen Show podcast and The Entourage blog. She also manages SEO and digital partnerships to support organic lead generation and front-end marketing revenue.
Every business dreams of having a well-oiled marketing machine. Without one, achieving substantial growth is nearly impossible because marketing is the lifeblood of any business.
As Australia’s leading business coaching and training provider, The Entourage understands the common challenges businesses face when building an effective marketing machine, including the obstacles we encountered during our growth.
If your business is growing, you might recognize these marketing challenges:
- Creating consistent social media content
- Managing time and resources efficiently
- Setting and meeting team deadlines
- Tracking and managing goals effectively
These are just a few common hurdles in managing a marketing function. However, once we adopted ClickUp, we could organize all these aspects and more, aligning our workflow with how our business operates.
Initially, our marketing team lacked specific systems and structures. ClickUp helped us start, track, and complete multiple projects simultaneously, freeing up time to improve and optimize these projects. This also allowed us to explore new strategies to increase monthly leads and grow our business.
In this article, we’ll share some top time-saving, resource-efficient, and productive ways we organize our marketing campaigns, projects, and strategies using ClickUp. These methods not only benefit us but also the six, seven, and eight-figure business owners who rely on us for guidance.
Content Management
Content is king.
Creating and organizing content is crucial for reaching and connecting with your target audience, fostering their trust and loyalty.
Here’s how The Entourage team uses ClickUp to manage our content effectively.
Social Media
Social media marketing is a significant focus for us at The Entourage. With over 350,000 followers across all channels, we produce a substantial amount of engaging content. Whether promoting events, celebrating member successes, or sharing new blogs or podcasts, we needed a streamlined way to manage creative briefs.
Content Calendar
ClickUp’s Lists feature helped us create a clear and manageable social media content calendar. We have separate Lists for The Entourage and our Founder, Jack Delosa’s channels, primarily viewed as a calendar. This setup allows us to see the progress and volume of upcoming content, including descriptions, assignees, deadlines, and feedback.
Brief Templates
To expedite content creation, we use ClickUp’s template feature. This enables our content team to quickly generate briefs with consistent formats, simplifying the process for our creative team.
Email, Blogs, and Other Resources
For email content, we use a calendar similar to our social media calendar. Lists help differentiate various email types, and a main folder displays all outgoing emails, making it easy to plan campaign emails around regular communications.
Our blog calendar is structured similarly, with a List dedicated to upcoming blogs and custom statuses to track content progress. For other content types, we use a Production Board to manage video, design, web design, presentations, and more, utilizing ClickUp Forms for easy brief submission.
Podcast Management
Managing our podcast, The Make It Happen Show, involves not only content calendars but also a robust booking process. We maintain a board for outreach, tracking each guest from ‘Researching’ to ‘Published.’ This board includes contact details, business information, and notes on outreach progress. We also create a release date calendar and a table to manage production notes and relationship nurturing post-episode.
Events & Campaign Management
Every business runs major marketing campaigns annually. These campaigns, whether to increase sales, generate leads, or promote new products, require significant resources and precise management. At The Entourage, we manage large events with up to 10,000 registrations, involving multiple stakeholders across departments.
We create specific projects in ClickUp for each event, organizing tasks by department. This high-level overview ensures everyone knows their responsibilities and deadlines.
Goal & Project Tracking
Beyond external marketing activities, various projects can enhance a business’s marketing efforts. These include tracking community growth, optimizing websites, evaluating evergreen content, and developing partnership programs. ClickUp allows us to track these projects, providing a clear overview of progress and goal completion.
Personal Use
ClickUp isn’t just for team projects. It’s also a valuable tool for personal organization. You can create to-do lists, draft emails and blogs in Docs, take meeting notes, consolidate research, and more.
Conclusion
Marketing is essential for business visibility and growth. ClickUp has been instrumental in helping us track, systemize, and collaborate on our marketing activities, and it can do the same for you.
With ClickUp, you can:
- Establish consistent systems and structures for content management
- Organize and schedule upcoming content
- Monitor task progress and updates
- Collaborate with other departments on major campaigns
- Track goals and project progress
By capturing everything in one place, ClickUp helps you manage tasks efficiently, ensuring no deadlines are missed and everyone is on the same page. Leveraging ClickUp’s project management capabilities allows you to set strong foundations in your marketing team and experiment with new strategies to elevate your business. 📈