Author Archives: i4lead

Despite the rise in popularity of short-form video, I was surprised to discover that YouTube sees the highest usage among social media platforms by video marketers, surpassing TikTok and Instagram.

According to HubSpot Blog research, YouTube was the most successful social media platform in 2023, growing by 79% year-over-year.

Of the marketers surveyed, 95% said YouTube has an average or high ROI and the majority will invest more in this social channel.

With so much emphasis placed on the platform, I thought it was important to find out what times and days video publishers saw the best results so you can optimize the best time to upload YouTube videos.

Keep reading to learn what I discovered.

Table of Contents

• When is the best time to post on YouTube?
• When is the worst time to post on YouTube?
• Does it matter what time you post on YouTube?
• How to Find Your Channel’s Best Time to Post

I know creating a video for YouTube isn’t an easy task. First comes ideation, then scripting, followed by filming, and finally editing — and that’s just at a high level. Imagine doing all that work just to upload a video that doesn’t get much traction.

When you’re first starting out, you’re bound to struggle. However, if you’ve been at it for a while and are still not getting any traction from your videos, your upload time could be the culprit.

Use HubSpot’s AI Clip Creator to improve your YouTube video production.

We surveyed 1,500+ marketers for our Social Media Trends Report and asked them, “What’s the best time to post on YouTube?”

Here’s the breakdown:

• 24% of respondents said 6 PM to 9 PM.
• 22% of respondents said 12 PM to 3 PM.
• 20% of respondents said 3 PM to 6 PM.

Note: Respondents were instructed to answer in their current time zone.

As for the best days, data shows that Saturday is the most popular day for marketers, followed by Friday and Sunday.

I think one way to explain this is that on the weekends, consumers are burnt out from the week and looking for entertainment. The weekend also gives consumers more time to explore the platform and discover their favorite content.

Other video platforms like TikTok and Instagram focus on short-form content, making it easy for consumers to get what they need during breaks throughout the day. YouTube, however, requires a bigger time commitment if you’re making longer-form videos.

Bear in mind, though, that YouTube is prioritizing YouTube Shorts and its short-form videos are gaining popularity.

When is the worst time to post on YouTube?

Wondering when you shouldn’t post on the platform? According to our research, Mondays and Tuesdays aren’t so popular among marketers.

Only 9% of marketers surveyed said Mondays were the best time to post on the video platform and another 9% chose Tuesdays, making these two days tie for last place.

As for the worst times, here’s the breakdown:

• 6 AM to 9 AM.
• 9 PM to 12 AM (midnight).
• 9 AM to 12 PM.

Only 22% of respondents said an early morning posting (between 6 AM and noon) offered the best results.

Does it matter what time you post on YouTube?

I think the answer to this is both yes and no. Yes, it does matter what time you post on YouTube in the short term because it will impact how many views your video gets within the first few hours.

Optimizing your views during this time period can help you generate more traffic to your content and help the growth of your channel.

However, it doesn’t play a huge role in the long term. Say your video was posted at 3 AM, that has little impact on how many views it can garner over the next couple of months or years.

Unlike a platform like Instagram where fresh content is key to success, novelty is not the biggest ranking factor on YouTube — relevance is.

This means that even if your video may not perform well initially, if it’s the most relevant video to a user’s query, it can quickly gain traction. So I recommend your first priority be to make videos that are relevant and of good quality.

I think another trend to consider is AI. In 2023, 71% of marketers said they used generative AI for content creation and that it performed better than content made without it.

A whopping 87% planned on using AI tools for content creation in 2024 and the majority (26%) said they think YouTube will have the most promising generative AI features.

If you’d like to leverage AI for your videos, check out HubSpot’s AI Clip Creator to enhance and accelerate your video production.

How to Find Your Channel’s Best Time to Post

Your Analytics dashboard is the best place to find the most accurate and reliable data on your channel — including the best time to post.

If your channel generates enough traffic, you’ll gain access to an advanced report which shows you when your viewers are most active on the platform.

I think this will be especially insightful so that you can post videos when your audience is online, which may not coincide with the trends I cited earlier.

To access this page, follow these steps:

1. Open YouTube Studio.
2. Click on Analytics.
3. Open the Audience tab and view your report.

With this personalized information, you’ll be able to find the best time to upload YouTube videos.

Posting Videos on YouTube

Digging into the data showed me that knowing the best times and days to post on YouTube isn’t meant to be a strict rule on when you should post.

Instead, I recommend you use this data as a guide to optimize your channel for short- and long-term success.

I’ve learned that the most important part of leveraging YouTube for your brand is making content that is high quality and relevant to your audience.

And with YouTube soaring in popularity and potential revenue, it’s worth the investment to do it right.

Editor’s note: This post was originally published in May 2022 and has been updated for comprehensiveness.

Growing up, I was only exposed to one type of management style. My baseball coaches were some of the most ruthless and demanding people I’ve ever met, pushing our team to our physical and emotional limits.

When I started doing internships in college, I expected my managers to be like my coaches. Since the stakes are higher in a business, I was scared to mess up.

But to my surprise, my managers in the working world were the complete opposite of my coaches. For the first time, I experienced different management styles.

Your management style impacts the team you oversee and sets the tone for your workplace environment.

Check out this overview of the top management styles to learn the pros and cons of each and how each style impacts your team’s performance.

1. Visionary Management Style

A visionary manager casts a vision for a purpose and direction their employees can believe in. They inspire their team to work hard to execute that vision.

I think a visionary management style works best when the leader has excellent communication and charisma to communicate their long-term vision.

When they succeed, they’ll gain buy-in and intrinsic motivation from employees.

When they don’t, they risk disengagement and underperformance.

Visionary leadership works best when managers give their employees autonomy and freedom in executing the vision.

If you want to employ this style, I recommend you empower your team to take risks and make decisions to work toward your shared goal.

2. Autocratic Management Style

Autocratic management is the most top-down approach to management — employees at the top of the hierarchy hold the power to make decisions.

Once a decision is made, autocratic leaders expect acceptance and execution from their team.

I think the benefits of an autocratic management style are fast decision-making and clear direction, both useful during a crisis or when training an inexperienced team. With clear directives and close supervision, an autocratic style can raise productivity quickly.

The risk of an autocratic management style is that employees may experience low morale if they don’t understand or have a chance to contribute to the vision.

Turnover is likely if employees don’t feel engaged and empowered. When implemented poorly, autocratic management can limit innovation and creativity.

Example of the Autocratic Management Style in Action: Satya Nadella, Microsoft

Microsoft CEO Satya Nadella is known as a clear and decisive leader who guided Microsoft from a struggling tech company to a market leader.

Nadella explains the benefit of clear, direct management this way:

“The most important attribute that any leader needs to have — and it is often underestimated — is the need to create clarity when none exists. You don’t need a leader when everything is well-defined, and it’s easy.”

Being an autocratic leader doesn’t mean that Nadella doesn’t consider employees’ points of view. He is also known for his empathy and embracing a growth mindset at Microsoft. But, when it comes to hard decisions, I respect that he takes full responsibility and leads with transparency.

3. Democratic Management Style

In democratic management, the majority rules. Managers let their employees participate in the decision-making process because they value their team’s diversity of ideas and understand that people are the key to a team’s success.

Democratic managers ultimately approve decisions but allow employees to shape and influence their decision-making.

I’ve found many employees prefer a democratic management style because they have a larger stake in and influence on the work they are doing.

But, when executed poorly, a democratic management style can be inefficient.

Consulting an entire team about a decision can slow down progress. Favoritism of choosing one employee’s ideas over another can also cause factions and frustrations.

If you want your employees to feel like they’re all leaders of your team, I suggest you make sure you are genuinely incorporating feedback and justifying your decisions.

Example of the Democratic Management Style in Action: Reed Hastings, Netflix

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One example of a democratic management style is Reed Hastings, executive chairman and co-founder of Netflix.

During his 25 years as CEO, Hastings empowered Netflix employees to share innovative ideas from any department or level, even encouraging employees to go above their boss’s head when necessary.

In his book No Rules Rules, he shares how he built a culture of freedom and responsibility using continuous improvement and transparent communications.

Hastings also incorporates some elements of a visionary management style.

Before streaming existed, he needed to convince employees and investors that streaming would replace DVD rentals and led the company through that transformation.

4. Transformational Management Style

Transformational management is one of the most popular leadership styles, embraced by business leaders from Alphabet’s Sundar Pichai to Proctor & Gamble’s Jon Moeller.

Transformational managers believe that change and growth are the only way to stay ahead of the curve, so they constantly challenge their employees to perform better. They motivate employees to keep raising the bar, leading to improved team performance.

The best transformational leaders continue to push employees while equipping them with the support and resources they need.

These teams are innovative, so they can adapt to drastic industry changes. But they can also risk moving too fast and spreading themselves too thin.

As a people manager, I believe it’s important to understand the limits of how far you can push your employees before they start to burn out.

Example of the Transformational Management Style in Action: Pam Bump, HubSpot

Pam Bump is the head of content innovation, research, and growth at HubSpot. She oversees HubSpot Media’s Content Innovation and Research team and identifies as a transformational manager.

“Before I was a manager, I always jumped at major problem-solving opportunities, ambiguous requests from leadership, and identifying big bets for my companies. Now, as a manager, I encourage my team to do the same,” Bump explains.

Bump’s approach follows a long tradition of transformational management at HubSpot from founding leaders like Dharmesh Shah.

One challenge of transformational management is balancing individual and team goals, but a successful manager can accomplish both.

“To balance ambitious overall, transformative team-wide goals, and individual teammate needs, I check in with my direct reports about their growth, what they’re working on, and work that can help them grow their skills or visibility while also supporting team goals,” shares Bump.

Beyond weekly 1:1s, Bump also holds semi-regular career chats to discuss their personal long-term goals and the tactics they can use to get there.

5. Transactional Management Style

Transactional managers use incentives and rewards — like bonuses, stock options, or promotions — to motivate their employees to perform well. Their motto is “If you do this for me, I’ll do this for you.”

A transactional management style relies on extrinsic motivation, where employees are motivated to reach a goal by the promise of an external reward.

Research shows that extrinsic motivation can boost productivity and help employees reach goals in the short term. However, studies show that a balance of intrinsic and extrinsic motivation works best to motivate employees.

Potential pitfalls of transactional management include lower creativity and employees becoming over-reliant on extrinsic rewards. I think it can also lead to a focus on short-term results over long-term success and loyalty.

6. Coaching Management Style

Just like a sports coach, a coaching manager strives to improve their employees’ long-term professional development. I love how they have a passion for teaching and watching their employees grow.

They remain positive and patient through short-term failure, as long as the team is learning and improving. The best coaching managers may adapt their approach according to an employee’s communication style and needs.

Leaders with a coaching style have two main focuses: overseeing employees’ individual development and bringing a team together as a collaborative force.

The best teams are the most united, and an employee experiences the most professional growth when both their coach and teammates invest in their development.

Example of the Coaching Management Style in Action: Jamie Juviler, HubSpot

Jamie Juviler is a marketing manager for HubSpot’s Website Blog team and strives to help his team produce their best work while also pursuing their personal goals.

“I spend a lot of my time thinking about how to help my reports develop in their areas of interest and align their strengths with the needs of the team,” says Juviler.

“I want to manage individuals who are happy with their career growth, since they’ll be more invested in their work and willing to make a bigger impact than those who feel limited by their day-to-day tasks.”

You can learn more about Juviler’s management journey and approach here.

7. Servant Management Style

Servant managers put people first and performance second. They prioritize their customers’ and employees’ well-being over team results.

One key element of servant management is leading by example: Servant leaders demonstrate humility and aren’t afraid to roll up their sleeves and work alongside their teams.

I think the benefits of a servant management style are high trust in and respect for the leader. Teams with a servant leadership style often win over customers with a people-over-profits mentality.

One potential pitfall of servant leadership is that a focus on service may undermine results. This could make employees complacent, leading to average or even sub-par work.

Example of the Servant Management Style in Action: Joaquín Duato, Johnson & Johnson

Do Better Talks | Servant leadership and the builder mindset | A conversation with Joaquín Duato

Joaquín Duato, chairman and CEO of Johnson & Johnson, identifies as a servant leader.

“It’s very important to realize that you are leading on behalf of others. Servant leadership is not about you; it’s about others,” he shares. “That’s a principle that we try to instill in every single leader at Johnson & Johnson.”

To successfully adopt a servant management style, Duato advises that all managers must listen well and make an effort to connect with employees.

8. Brave Management Style

A brave management style, defined by author Brené Brown, is characterized by empathy, vulnerability, and trust.

The idea is that brave managers can build trust and lead with courage by vulnerably sharing their own struggles and failures amidst uncertainty.

“The number one consequence of a lack of brave leadership and courageous culture is we tap out of the hard conversations that we need,” says Brown.

“When people are afraid of being put down or ridiculed for trying something and failing, or even putting forward a radical new idea, the best you can hope for is a kind of status quo.”

In her book Dare to Lead, Brown describes brave management with this acronym:

• Boundaries. Do I respect my own boundaries and others?
• Reliability. Do I follow through on what I said I was going to do?
• Accountability. Do I hold myself accountable?
• Vault. Do I share information that isn’t mine to share, or do I keep it in a vault?
• Integrity. Do I act from a personal code of integrity?
• Nonjudgment. Am I nonjudgmental when someone asks for help?
• Generosity. Am I generous toward myself and others?

By following these principles, I’m confident brave managers can build trust within their team and work toward shared goals, based on shared values.

9. Laissez-Faire Management Style

Laissez-faire is French for “leave alone.” Laissez-faire managers monitor their team’s activities, but they remain hands-off. They expect their team to do their jobs with broad autonomy and only seek guidance when they need help.

Laissez-faire management is the opposite of micromanagement. Some employees thrive with autonomy and are happier and more motivated.

But, the flip side of laissez-faire management is that employees can suffer from a lack of guidance and vision. In turn, their work performance suffers, and underperforming employees could get away with doing the bare minimum work.

On the plus side, with autonomy some employees are happier and more motivated to succeed. It’s a double-edged sword, in my opinion, and has to be implemented in the right environment with the right team to be successful.

Example of the Laissez-Faire Management Style in Action: Warren Buffet, Berkshire Hathaway

Legendary executive and investor Warren Buffet is one of the best examples of laissez-faire management in recent history.

In his 2022 letter to shareholders, he wrote, “Our goal in ownership is to make meaningful investments in businesses with both long-lasting favorable economic characteristics and trustworthy managers. When large enterprises are being managed, both trust and rules are essential. Berkshire emphasizes the former to an unusual — some would say extreme — degree.”

10. Situational Management Style

Finally, I learned that many managers find that they don’t fit exactly in one management style. They may blend several styles together and adapt their approach for each employee and what that employee needs in the moment.

Since every team member has different communication styles and needs, an individualized situational approach can be incredibly effective in giving each person exactly what they need.

Example of the Situational Management Style in Action: Kaitlin Milliken, HubSpot

Kaitlin Milliken, senior program manager at HubSpot, found that situational management works best to lead her team.

“Throughout my career, I’ve found myself changing how I lead based on who I’m working with. Some folks want hands-on management. Others operate best with lots of autonomy,” she explains.

Milliken says she likes situational leadership because she can work with people who have varying experience levels.

“Someone new to the field may need more mentorship. An expert may just want to know about our organizational quirks. Since I naturally adapt to what other people need, this type of leadership fits my style,” she says.

Effective Management Styles for a Thriving Team

Management is one of the hardest jobs in the working world.

But I think my takeaway from writing this article can offer some comfort:

Management style is not one-size-fits-all. Different people will manage their teams differently, and different teams want different leadership styles.

The point is to find the style that feels authentic to you and helps your team succeed. The examples above show how various types of management styles can lead to thriving teams.

After sharing the most popular leadership styles and the pros and cons of each, I hope you feel better equipped to lead your team through both the challenging and successful times.

Editor’s note: This post was originally published in July 2018 and has been updated for comprehensiveness.

I used to be a content writer for a small web design agency, and my first piece was about website design best practices.

I remember my manager going through it and telling me, “All good, but web design isn’t just about making things look good.”

Back then, I was young and fresh, and honestly, that sounded totally backward.

Made no sense. For me, design was all about what I saw. I mean, it’s visual, right? So, of course, the look should be everything.

Well, any web designer hearing this would probably be ready to pull their hair out.

Today, I get it. Front and center, web design is about functionality, user experience, and ensuring every element on the page has a purpose.

So, let’s dive into the top web design best practices for 2024 to make your site do the work — convert visitors into paying clients. I’ll also cover key design guidelines and requirements that you should keep in mind, too.

1. Select a typography that’s easy to read and skim.

Typography refers to how letters and characters (type) are arranged and presented on the page. Since website typography affects not only how we read but how we feel about text on a web page, it’s important to pick carefully.

Ideally, you want a typeface that is:

• Easy to read
• Easy to skim
• Accessible to all users
• Legible across multiple devices and screen sizes

You also want it to match the look and feel of your brand.

For example, the luxury fashion brand Burberry refreshed its logo for the first time in 20 years in 2018. It replaced the old serif typeface with a bold, all-caps, sans serif typeface and dropped the knight emblem.

The result was a simpler and more modern-looking logo that’s easier to read on any screen — and that reflects changes in the company to become more transparent and appeal to a younger generation.

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But then, in February 2023, creative director Daniel Lee introduced Burberry’s new logo again. This time, we’re talking about something completely different — a modern blue design that nods to its British heritage.

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Why did this change happen?

Fashion brands often refresh their logos when a new creative director steps in, reflecting their vision. When Lee joined in October 2022, he aimed to honor Burberry’s past while embracing the future. He called the logo “a modern take on British luxury” and “a new chapter for the brand.”

While I personally liked the first version a bit more, the second logo and its typography have a story and meaning.

2. Be mindful of auto-translation.

Test how auto-translation will affect your site’s content.

Many users will rely on translation tools to navigate your site, so ensure your design doesn’t create confusion or miscommunication. Pay attention to layout, spacing, and typography — translated text must fit well and remain legible.

Let’s bring it to life.

I translated HubSpot’s site from English to German. The result? A polished translated site with no extra spaces, weird letters, or structural issues. Everything looks neat, just like the original:

“At Wrike, we use TT Norms Pro for its clean, modern aesthetic and readability across devices — accessibility is essential. It’s neutral, builds trust, and has multilingual character sets, so materials look polished even after translation,” shares Elisa Daniela Montanari, head of organic growth and website strategy at Wrike.

According to Montanari, a great font should be adaptable to different platforms, pages, and audiences.

“With TT Norm Pro‘s clean lines, it doesn’t compete against our visuals and messaging but complements it,” Montanari says.

3. Choose a color scheme that suits your brand.

Like typography, color can affect not only how we understand and interact with content but how we feel about it. Your color scheme should, therefore, check off the same boxes as your website typography. It should:

• Reinforce your brand identity.
• Make your site easy to read and navigate.
• Evoke emotion.
• Look good.

Buzzfeed, for example, uses the primary colors yellow and red to grab users’ attention and get them excited about the content. It reserves the use of the primary color blue — which is associated with trust — exclusively for links and CTA buttons. Both emotions are ideal to evoke for a media site.

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I recently came across a great piece by Greg Merrilees, CEO and Founder of Studio1 Design, highlighting the importance of finding the right balance.

He suggests considering color harmonies — when picking a color palette, start with your dominant color and then layer it. Darker colors grab attention first and carry more visual weight, so you’ll want to move back to lighter colors from there.

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4. Use white space to break up text and other elements.

Whitespace provides users with visual breaks as they process a website’s design or content, which is aesthetically pleasing but also offers other benefits.

By minimizing distractions, whitespace makes it easier for users to focus, process information, and understand what is important.

That means you can use whitespace to avoid causing information overload or analysis paralysis — and to emphasize important elements on the page.

This might help persuade users to take a specific action, like sign up for a newsletter, shop your latest collection, and more.

For example, Eb & flow Yoga Studio uses whitespace to lead users toward a specific action: to sign up for three weeks of classes. Notice that whitespace doesn’t mean the absence of color or imagery.

Instead, it means that every element on the page is positioned strategically, with lots of space in between, to avoid overwhelming or confusing visitors.

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One of the best insights I’ve come across on this topic comes from Sean Lee-Amies, CEO and founder at Square One Digital, who explained it perfectly.

“Take Google for example. They’re massive. There’s no end of things they could talk about, and yet the only thing on their homepage is a logo, a search bar, and two buttons,” Lee-Amies says.

“Whitespace is always the first casualty of a web design created by people who haven’t yet learned to use a less is more approach to content and communication.”

5. Use texture to add personality and depth.

Resembling a three-dimensional, tactile surface, web textures aim to replicate the physical sensation of touch with another sensation — sight.

They’re a great design alternative to solid color backgrounds, particularly if you want to add personality and depth to your site.

Take a look at the texture on the homepage for the Santa Barbara-based restaurant Mony’s Tacos below.

It looks like chalk drawn on a blackboard, doesn’t it?

I don’t know about you, but I can almost feel the chalk on my fingers just by looking at it. It‘s the perfect look for a restaurant that aims to be California’s preferred Funk Zone choice for Mexican delights.

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6. Add images to engage and inform readers.

Striking a balance between text and images is essential in website design. Incorporating visuals can make your content more informative, engaging, and memorable. It’s easier for some people to learn and process information visually.

Here‘s a unique example of breaking up text with images from a cosmetic company’s website. This shows how endless the possibilities of incorporating imagery into your website design are.

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Images should be part of your entire website, not just the homepage, but must be used carefully and in balance.

The design team at Dgtl Infra, for example, creates blog posts with images every 200-300 words and sees 40% more shares than text-heavy articles. They aim for a 60/40 text-to-image ratio.

This balance keeps readers engaged without sacrificing substance. The team uses a mix of infographics, product shots, and relevant stock images.

Every image should serve a purpose. Randomly inserted visuals can do more harm than good. Each should either illustrate a point or provide a visual break at a natural pause in content.

7. Simplify your navigation.

Navigation is one of the most important design elements on a website. It impacts whether visitors arrive on your homepage and browse or click the “Back” button. That’s why it’s important to keep it as simple as possible.

Many websites opt for a horizontal navigation bar. This navigation style lists the major pages side by side and is placed in the website header.

Take the navigation bar on Blavity as an example. The main navigation categories (Entertainment, Culture, Small Business, Blavity U, Blavity Brands, Digital Cover) are clearly labeled and easy to notice.

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The use of a dropdown menu for the “Blavity” category adds a layer of organization without overwhelming the user with too many options at once. This is a subtle visual cue that helps to guide the user’s navigation.

The search bar found its place in the top right corner, providing a convenient way for users to find specific articles or topics.

8. Make your CTAs stand out.

CTAs are elements on a web page, advertisement, or another piece of content that encourages the audience to do something. The call to action could be to sign up, subscribe, start a free trial, or learn more, among many others.

You want your CTAs to pop in your website design. To make that happen, consider how you’re using color as well as other elements like background color, surrounding images, and surrounding text.

Square provides an excellent call-to-action example. Using a smooth video background, Square shows how unique and future-oriented its product is. Against this dramatic backdrop, the white “Get Started” CTA awaits your click, as well as “Contact Sales” in catchy blue color.

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Damon Culbert from Add People also suggests animating CTAs but in balance.

He says that a subtly animated button that wiggles or pulses after a delay can capture attention without being intrusive. Triggering such animations only after a user has spent time on the page ensures the interaction feels timely and relevant.

This technique, similar to well-timed pop-ups, respects the user’s browsing flow while effectively drawing their focus toward conversion.

While the design of a button is important, we can’t overlook its content: the text it contains. Yevhenii Tymoshenko, CMO at Skylum, touched on this during our conversation, saying:

“We recently redesigned the layout of our website by placing CTAs at the top and the bottom of the page. We also reworded them to be more actionable. Now they say ‘View Plans’ and ‘Explore App,’ speaking to the customer directly without using pushy language like ‘Buy Now.’ As a result, our conversion rates increased by 12%,” Tymoshenko says.

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9. Optimize for mobile.

We’ve already discussed how important it is for your website to be responsive. That might mean altering or removing some elements that would clutter smaller screen sizes or negatively impact load time.

For an example of one of the best website designs, compare Etsy’s homepage on desktop vs mobile. On the desktop, you’ll see a navbar with categories. Hovering over each category will reveal a dropdown menu.

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On mobile, this collapses behind a hamburger button, which improves the appearance and performance of the mobile site. You’ll also notice that the images are larger — perfect for tapping with your finger on a mobile screen.

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Claire Escobedo from Online Optimism says that one of the main mistakes she sees in mobile design is a lack of accessible features. This includes things that violate WCAG standards and features like hover effects that impact a site’s functionality.

She continues, “You can’t hover on a phone! You have to account for mobile interactions when designing for any site accessed on a mobile device, which these days is pretty much all sites.”

According to Escobedo, just because your site navigation functions well on desktop doesn’t mean it will transfer to mobile.

“A beautiful mega menu is nice for a laptop user, but how is a mobile user going to access those same four tiers of links?” Escobedo notes.

10. Limit the options presented to users.

According to Hick’s Law, increasing the number and complexity of choices will increase the time it takes for a person to make a decision. This is bad news in website design.

If a website visitor is presented with too many options, they might get frustrated and bounce — or they might pick an option you don’t want, like abandoning their cart. That’s why it’s important to limit the number of options presented to a user.

For example, when a visitor lands on Shawn Michelle’s Ice Cream homepage, they have three clear options: learn about the company, explore the flavors, or check out the catering menu.

It‘s clean, with all the key info easy to find. Does a site like this need anything more? Absolutely not. Everything’s right there, making it easy for customers to get what they need, reducing the chance they’ll leave frustrated.

This is a perfect example of Hick’s Law in UX design.

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Pro tip: Don’t have the time to follow the rules? You can always download a pre-built website template that will provide a sound foundation for your site.

11. Prioritize functionality over aesthetics.

“Design should support content and functionality — not the other way around. The vast majority of users are going to your site for the information that’s there, not for the way it looks.

As a designer, I know how great it is for a website to look nice, but it can never come at the expense of making sure that your website is functional and understandable for all users.” says Escobedo.

Concentrate on functionality instead of just aesthetics. Create solutions that are easy to use, dependable, and practical, putting the needs of users front and center.

12. Choose the content your users understand.

Website content should be straightforward and doesn’t require all your brainpower to get it and deliver value at the same time. Since that’s not an easy task at all, I hit up Damon Culbert again for advice:

“In order for people to spend time and energy doing something, like sit and read through all the features of a new product or service, you have to create a compulsion within them to do so,” Culbert says.

According to Culbert, strong visuals allow people to invest time and energy into learning more about something you want to sell.

“B2B services are a great example of this; they’re often very complex, and non-experts don’t understand them. It might take a non-expert an hour or more of reading just to get a basic understanding,” Culbert says. “Or they could look at a visual that gets them there in five seconds or less.”

A good example is BuzzSumo’s homepage. It delivers a clear, concise message with visuals like magazine excerpts and social media screenshots, making it obvious what they do — even for first-time visitors.

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My final point: People don’t spend money on things they can’t understand if they add value or not. This is why commercially successful companies invest in marketing and sales intelligence tools, mapping out their customer’s buyer journeys and hiccups along the way.

Now, you could spend years studying the ins and outs of web design.

But for the sake of giving you a jumping-off point, we’ve assembled a list of the fundamental guidelines and best practices you can apply to your next website redesign or website launch.

1. Simplicity

While the appearance of your website is certainly important, most people aren’t coming to your site to evaluate how slick the design is. They want to complete some action or find some specific piece of information.

Therefore, unnecessary design elements (i.e., those that serve no functional purpose) will only overwhelm and make it more difficult for visitors to accomplish what they’re trying to accomplish.

From a usability and UX perspective, simplicity is your best friend. If you have all the necessary page elements, it’s hard to get too simple. You can employ this principle in a variety of different forms, such as:

• Colors. Basically, don’t use a lot. The Handbook of Computer-Human Interaction recommends using a maximum of five (plus or minus two) different colors in your design.
• Typefaces. The typefaces you choose should be highly legible, so nothing too artsy and very minimal script fonts, if any. Again, keep the text color minimal and always ensure it contrasts with the background color. A common recommendation is to use a maximum of three different typefaces in a maximum of three different sizes.
• Graphics. Only use graphics if they help a user complete a task or perform a specific function (don’t just add graphics willy-nilly).

Here’s a great example of a simple but effective homepage design from HERoines Inc.

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2. Visual Hierarchy

Closely tied to the principle of simplicity, visual hierarchy means arranging and organizing website elements so that visitors naturally gravitate toward the most important elements first.

The goal is to lead visitors to complete a desired action, but in a way that feels natural and enjoyable. By adjusting the position, color, or size of certain elements, you can structure your site in such a way that viewers will be drawn to those elements first.

The Semrush website is a great example of how visual hierarchy should look. The prominent placement of the “Start now” button, coupled with clear typography and ample white space, ensures that it stands out.

Secondary elements, such as the input field and headline, support the primary CTA and provide context. This well-executed visual hierarchy makes the website easy to navigate and understand its purpose.

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3. Navigability

Planning out intuitive navigation helps visitors find what they’re looking for.

Ideally, a visitor should land on your site and not have to think extensively about where to click next. Moving from point A to point B should be as frictionless as possible.

Here are a few tips for optimizing your site’s navigation:

• Keep the structure of your primary navigation simple (and near the top of your page).
• Include navigation in the footer of your site.
• Consider using breadcrumbs on every page (except your homepage), so users remember their navigation trail.
• Include a search bar near the top of your site so visitors can search by keywords.
• Don’t offer too many navigation options per page.
• Include links within your page copy, and make it clear where those links go.
• Don’t make users dig too deep. Try making a basic wireframe map of all your site pages arranged like a pyramid: Your homepage is at the top, and each linked page from the previous forms the next layer. In most cases, it’s best to keep your map no more than three levels deep.

One more pointer: Once you‘ve settled on what your site’s main (top) navigation will be, keep it consistent. The labels and location of your navigation should remain the same on every page.

This leads us nicely to our next principle below.

4. Consistency

In addition to keeping your navigation consistent, the overall look and feel of your site should be similar across all of your site’s pages.

Backgrounds, color schemes, typefaces, and even the tone of your writing are all areas where consistency has a positive impact on usability and UX.

That‘s not to say every page should follow the same layout. Instead, create different layouts for specific types of pages (e.g., landing pages, informational pages, etc.).

By using those layouts consistently, you’ll make it easier for visitors to understand what type of information they’re likely to find on a given page.

In the example below, you can see that Airbnb uses the same layout for all of its “Help” pages, a common practice. Imagine what it would be like from a visitor’s perspective if every “Help” page had its own, unique layout.

There would probably be a lot of shoulder shrugging.

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5. Responsivity

60% of page global views are from mobile devices like smartphones and tablets, according to Statista.

To provide a truly great user experience, your site has to be compatible with the many different devices that your visitors are using. In the tech world, this is known as responsive design.

Responsive design means investing in a highly flexible website structure. On a responsive site, content is automatically resized and reshuffled to fit the dimensions of whichever device a visitor happens to be using.

This can be accomplished with mobile-friendly HTML templates or by creating a special mobile site.

Escobedo points out that one of the biggest issues she frequently encounters is pages that are way too long.

Avoid endless mobile scrolling by making content collapsible or including links to other pages instead of repeating content on the page.

In addition, make sure your external links open in new tabs and that you aren’t using text that’s too small to read on mobile.

6. Accessibility

The goal of web accessibility is to make a website that anyone can use, including people with disabilities or limitations that affect their browsing experience. As a website designer, it’s your job to think of these users in your UX plan.

Like responsiveness, accessibility applies to your entire site: structure, page format, visuals, and both written and visual content.

The Web Content Accessibility Guidelines (WCAG), developed by the Web Accessibility Initiative and the World Wide Web Consortium, set the guidelines for web accessibility. In a broad sense, these guidelines state that websites must be:

• Perceivable. Visitors are aware of the content on your site.
• Operable. The functionality of your website should be possible in different ways.
• Understandable. All content and alerts can be easily understood.
• Robust. Your website is usable across different assistive technologies, devices, and browsers.

“At Online Optimism, we adhere to a minimum of WCAG Level A for all website builds, with most of our sites adhering to Level AA and some to AAA,” says Escobedo.

Escobedo shares a few easy accessibility tips, including:

• Adding alt text for all non-decorative images.
• Using descriptive link text.
• Using visual cues like underlines for links.
• Enabling focus states.
• Not hiding information or functionality in hover states or in images without alt text or descriptions.
• Using form field labels.

For a deeper dive into this topic, see our guide to web accessibility.

7. Conventionality

A big challenge in web design is balancing originality with your expectations. Most of us are expert internet users, and there are specific conventions we’ve grown accustomed to over time. Such conventions include:

• Placing the main navigation at the top (or left side) of a page.
• Placing a logo at the top left (or center) of a page.
• Making the logo clickable, so it always brings a visitor back to the homepage.
• Having links and buttons that change color/appearance when you hover over them.
• Using a shopping cart icon on an ecommerce site. The icon also has a number badge signifying the number of items in the cart.
• Ensuring image sliders have buttons users can click to manually rotate slides.

While some might opt to throw these out the window for the sake of uniqueness, this is a mistake. There’s still plenty of room for creativity within the constraints of web conventionality.

Let’s briefly consider another field of design: architecture. Building codes ensure people can safely use spaces. Architects don’t ignore these rules because they ensure safety and comfort. No matter how impressive a building looks, if the stairs are uneven or you can’t exit during a fire, you’d rather stay outside.

In the same way, you can craft a memorable experience while meeting user expectations. If you violate what users anticipate, they may feel uncomfortable or even frustrated with your site.

8. Credibility

Sticking to web conventions lends your site credibility. In other words, it increases the level of trust your site conveys. And if you’re striving to build a site that provides the best user experience possible, credibility goes a long way.

One of the best methods to improve your credibility is to be clear and honest about the product or service you‘re selling. Don’t make visitors dig through dozens of pages to find what it is you do. Be up-front on your homepage, and dedicate some real estate to explaining the value behind what you do.

Another credibility tip: Have a pricing page linked on the homepage. Rather than force people to contact you to learn more about pricing, list your prices clearly on your site. This makes your business appear more trustworthy and legitimate.

Here’s an example of an effective pricing page from the Moz website:

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9. User-Centricity

At the end of the day, usability and user experience hinge on the preferences of the end-users. After all, if you’re not designing for them, who are you designing for?

So, while the principles detailed in this list are a great starting point, the final key to improving the design of your site is to conduct user testing, gather feedback, and implement changes based on what you’ve learned.

And don’t bother testing usability by yourself. You’ve already invested a lot of time into your design, which brings your own biases into the equation. Get testers who have never seen your site before, the same as any first-time visitor.

Here are a few user testing tools to get you started:

• Website Grader. Our free tool evaluates your website based on several factors: mobile, design, performance, SEO, and security. It then offers tailored suggestions for improvement. You can learn more about Website Grader in our dedicated blog post.
• Crazy Egg. Track multiple domains under one account and uncover insights about your site’s performance using four different intelligence tools — heat map, scroll map, overlay, and confetti.
• Loop11. Use this tool to easily create usability tests — even if you don’t have any HTML experience.
• The User Is Drunk. Pay Richard Littauer to get drunk and review your site. Don’t believe me? We tried it.

For even more helpful options, see our list of the best user testing tools.

Now, we understand the principles and best practices that should guide you throughout the design process. In the next section, let’s run down the essential page elements that you should strongly consider including in your design plan.

1. Header and Footer

The header and footer are a staple of just about every modern website. Try to include them on most of your pages, from your homepage, to your blog posts, and even your “No results found” page.

Your header should contain your branding in the form of a logo and organization name, menu navigation, and maybe a CTA, and/or a search bar if well-spaced and minimal.

On the other end, your footer is where many users will instinctively scroll for essential information. In your footer, place contact information, a signup form, links to your common pages, legal and privacy policies, links to translated versions of your site, and social media links.

2. Menu Navigation

Whether it’s a list of links across the header or a tidy and compact hamburger button in the corner, every website needs a guide for navigation positioned at the top of at least your homepage and other important pages. A good menu limits the number of clicks to reach any part of your website to just a few.

To reduce clutter, you might consider making some or all menu options a dropdown menu with links within it, as can be seen on HubSpot’s homepage.

3. Search Bar

In addition to menu navigation, strongly consider placing a search bar at the top of your pages, so users can browse your site for content by keyword.

If incorporating this functionality, make sure your results are relevant, forgiving of typos, and capable of approximate keyword matching.

Most of us use a high-quality search engine every day, be it Google, Amazon, YouTube, or elsewhere. These all set the standard for your own site search.

4. Branding

Remember the conventions we’ve discussed?

One that you see practically everywhere is a logo in the top left corner. On first landing, many visitors’ eyes will instinctively shift to this region to check they’re in the right place. Don’t leave them hanging.

To reinforce this notion, incorporate your company branding into every element you add, piece of content you post, and color scheme you create.

That’s why I recommend establishing brand guidelines if you haven’t already. Check out our style guide for a reference.

Pro tip: Create a unique online presence with the HubSpot Brand Kit Generator, which allows you to easily customize logos, icons, and color palettes by entering your business name, industry, and slogan.

5. Color Palette

Color choice plays a major role in your site’s usability and UX as well. This decision tends to be more subjective than other requirements in this list.

But, like everything else we’ve discussed, try to simplify — limit your color selection to 3-4 prominent colors at most.

Starting a color palette from scratch can be surprisingly difficult the first time. We seem to intuitively pick up on which colors work well together and which don’t, but we stumble when trying to pick from the infinite combinations available.

The solution? Try a color palette that’s been shown to work on other websites. Take influence from your favorite sites, and see our list of our favorite website color schemes to get started.

P.S. There are many free website design tools that can suggest color palettes and do a lot of the heavy lifting for you, so be sure to check it out for inspo if you’re feeling stuck.

6. Headings

Headings are key to establishing the visual hierarchy we discussed earlier, especially on text-heavy pages.

As users skim your pages, you need, a clear and to-the-point heading to alert readers to stop scrolling after finding what they want.

Use only as many headings as there are distinct sections of your page, as too much blown-up and bolded text will dampen this effect.

7. Clear Labels

Whenever a user takes an action on your website, it must be obvious exactly what they’re doing and/or where they’re going. All buttons should have clear text or an icon to precisely and concisely signal their purpose.

The same goes for in-text links and widgets (simple interactive elements, like dropdowns and text forms).

For example, a button linking to a pricing page should just read “Pricing” — anything beyond that (e.g., “See our prices”, “Check out the pricing page for a deal”) is superfluous. A search bar/button only needs a search glass icon (🔍) and perhaps also the word “Search” to denote its purpose.

User testing can be a major help here. While you yourself know what all of your interactive page elements do, the same can’t be said for a new user.

Testing will give valuable insight into what users think your labels mean beyond your own perspective.

8. Visuals and Media

When incorporating static images, gifs, videos, and other media into your pages, remember to be consistent and intentional in your choices.

These elements will draw attention over most other text and will likely stay in users’ minds, so choose wisely.

Here’s just one example of effective media on a homepage. Notice how every image complements the page aesthetic and supports the offer of personalized fitness training with results.

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Also, all images and videos should be optimized for search engines and include descriptive alt text for accessibility.

9. Calls to Action (CTAs)

Having a pleasing website is great, but how do you know whether your visitors are actually doing what you want? Are they engaging with your content? This is where CTAs come into play.

A CTA is any page element that prompts user action. The action could be adding a product to a card, downloading a content offer, or signing up for an email list.

Make your CTA elements prominent in the visual hierarchy, but not intrusive or distracting like many click-through ads tend to be.

If you need ideas for sleek CTAs that drive more conversions, see our CTA examples list.

10. Whitespace

As I mentioned above, sometimes it’s about the elements you don’t include. After reading these guidelines and requirements, you may feel tempted to stuff your pages with all the bits and bobs needed for a flawless UX.

Don’t forget that your viewers need room to digest all this new info, so give your elements room to breathe.

But, how much whitespace should you have? That’s another personal call, and varies from site to site. So, user testing is handy here as well.

What are people focusing on? Do they feel overwhelmed with the density of content? Once again, it all ties back to our first guideline, simplicity.

Focus on Design that Puts Users First

If you add up all of my advice here, there’s one main takeaway to keep in mind — the visitor is number one, and you are number two.

I know this sounds a bit harsh, like you’re putting your own desires and visions aside. But when creating a site, you simply need to imagine that you’re dealing with a first-time visitor.

Someone who’s dropped in like a parachutist and needs to quickly find what they’re looking for, or they’ll just leave your “destination” and keep “flying.”

Once you get this mindset, designing the entire web layout will be easy.

If we go back to the beginning, you’ll remember that I once thought it was all about aesthetics. Today, I’ll tell you that’s partially true. Yes, we still want it to look good, but if it’s not functional, beauty means nothing.

Simplicity. Smooth experience. No labyrinths. No confusing routes. That’s what the visitor needs. And that’s what your website must provide.

Editor’s note: This post was originally published in May 2021 and has been updated for comprehensiveness.

I remember once sitting in a quarterly marketing review meeting, watching competitors‘ video campaigns flash across the screen.

My initial skepticism turned to curiosity as I saw how they were connecting with audiences in ways our traditional content never had. Each campaign told a story that spoke directly to a decision-maker’s challenges and needs.

That‘s when it hit me: B2B video marketing isn’t just another checkbox in our marketing strategy — it’s a fundamental shift in how we engage with our audience.

Think about it: An engaging explainer video can transform a confused prospect into an interested lead while a well-crafted customer story can turn a hesitant decision-maker into a confident buyer.

In this guide, I’ll walk you through the evolution of B2B video marketing. You’ll discover how to craft a strategy that resonates with decision-makers at every stage of their journey, find the sweet spot between engagement and professionalism, and build a video presence that drives real business results.

No more guessing games or following the crowd — just clear, actionable insights to help you create videos that actually work.

Table of Contents

• What is B2B video marketing?
• Benefits of B2B Video Marketing
• B2B vs. B2C Video Marketing
• Building a B2B Video Marketing Strategy That Delivers Results

B2B videos aren’t just ‘nice to have’ anymore.

Pull up on any corporate website today, and you’ll likely see a ‘play’ button within seconds. This isn’t just an aesthetic choice — web visitors expect this now.

The latest data shows why: despite 2023 being a year filled with layoffs and budget cuts, video consumption has proved to be surprisingly immune to economic headwinds.

Total watch time for business content increased by 44% compared to 2022, according to the 2024 State of Video Report.

B2B video marketing is signaling the death of big-budget corporate productions.

From the trends I’m seeing, those glossy, expensive corporate videos just aren’t cutting it anymore.

Small brands armed with just a webcam are putting out about 15 videos a year, going toe-to-toe with bigger and more established brands.

And here’s what really catches my eye: viewers are gravitating toward educational content that tackles actual problems — this type of content now makes up 47% of all business videos out there.

Viewers are flocking to this type of content, seeking guidance and practical solutions.

B2B videos are bringing higher conversion rates.

When companies embed email sign-up forms within these videos, 23% of viewers take action, a conversion rate that outshines traditional CTAs, which average around 13%.

This shift isn’t just about getting more clicks; it signals a deeper change in what audiences expect from brands. Rather than a sales pitch, they’re looking for a teacher, a guide, and a problem-solver.

What’s driving this transformation?

With 93% of businesses now calling video essential to their marketing strategy, industry experts point to two major catalysts: AI’s role in enhancing video creation and an audience increasingly drawn to video for its immediacy and depth.

Businesses are using AI to streamline video production, from automated editing to personalized content generation, allowing marketers to produce high-quality, targeted videos at scale.

Here’s a snapshot of different AI use cases in the video production workflow:

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AI tools also enable advanced audience insights, which help craft more relevant and engaging content.

For marketers, the takeaway is clear: effective video marketing isn’t about budget — it’s about adopting a mindset that embraces AI’s potential to make content creation faster, smarter, and more aligned with audience demands.

B2B vs. B2C Video Marketing

While both B2B and B2C video marketing are powerful tools, ‌they’re each geared toward meeting different audience needs and marketing goals.

B2B video marketing takes a strategic, targeted approach. It aims directly at business decision-makers to guide them through longer sales cycles.

As Kean Bartelman, associate creative director at Lemonlight, explains, “B2B audiences are often more willing to invest time in longer videos. There’s more patience because the content is focused on delivering depth and insight, which aligns with their needs.”

This longer format, often 2-10 minutes, allows for detailed exploration of solutions and business value propositions.

However, the landscape is evolving. Bartelman notes, “We’re seeing a recent trend where many B2B clients are asking us to bring a B2C feel to their creative. They want more flair, more cinematic elements, and an overall approach that’s engaging and entertaining.”

This shift reflects a blending of traditional B2B educational content with the engaging storytelling styles often seen in B2C.

In my experience being part of video campaigns for a SaaS platform, I’ve seen the direct impact of well-executed B2B video marketing.

By implementing detailed product demonstration videos with clear ROI calculations, we increased the number of qualified leads by 30% and reduced the sales cycle by nearly three weeks.

The key was focusing on addressing specific pain points and featuring real customer success stories that resonated with multiple decision-makers in the buying process.

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B2C video marketing, on the other hand, is a fast-paced, emotion-driven approach that relies on quick engagement and lifestyle aspirations to drive consumer actions.

It prioritizes entertainment and immediate emotional connection, typically through short-form videos.

For example, watching this Etsy video, I immediately feel the playful, relatable tone that’s geared toward individual shoppers like me — definitely a B2C vibe.

The whole “Where’s Wally” concept is such a clever way of connecting with those of us who know what it’s like to feel lost in a crowd yet deeply seen by people who truly know us.

The video is all about gifts that say, “I get you,” which speaks directly to me as a consumer looking for something special and personal.

It‘s not a corporate message; it’s a friendly nudge that Etsy is the place to find those one-of-a-kind items that make someone feel truly understood.

The decision-making process centers on individual consumers making quicker purchases based on emotional drivers.

Calls-to-action are more direct and immediate, such as “Shop Now” or “Tag a Friend,” with success measured through immediate sales and social engagement metrics.

According to HubSpot’s 2023 Video Marketing Report, B2C brands using short-form video content see 30% higher engagement rates compared to traditional marketing methods.

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This shows how powerful video content can be for brands that want to make real connections with their customers and get them to buy right away.

Mastering video marketing demands a clear understanding of the divide between B2B and B2C landscapes — something I’ve seen define campaign success repeatedly.

While B2B video marketing campaigns navigate complex, multi-stakeholder journeys, B2C content drives swift, emotion-driven decisions.

Yet, the landscape is evolving. B2B videos now borrow from B2C’s playbook, incorporating dynamic storytelling while maintaining their strategic focus.

The result? A sophisticated approach that honors platform dynamics and audience behaviors while pushing creative boundaries.

1. Video builds trust with buyers.

While traditional content marketing is effective for delivering insights, video goes a step further by fostering a more personal connection with buyers.

From my experience, video engages buyers on a uniquely personal level — seeing a product in action makes it feel more real and relatable than any description ever could.

When buyers experience a product through video, they’re not just informed; they’re reassured, which is exactly what they need when making complex, high-stakes decisions in a B2B context.

ServiceNow’s AI-driven explainer video is a prime example of how video content can be a powerful trust-builder.

In this video, Now Assist is shown tackling familiar workplace challenges in real-world scenarios, making it clear that ServiceNow deeply understands the everyday needs of its B2B customers.

This approach builds trust by allowing buyers to envision the product’s impact in their own workflows, moving beyond theory to practical, relatable use cases.

Rather than relying on abstract promises, the video demonstrates specific, valuable outcomes like enhanced productivity and streamlined processes, offering viewers a reassuring glimpse of the tool’s potential in action.

Short-form social videos are increasingly trusted, with 63% of B2B buyers turning to them for making informed decisions. ServiceNow’s polished, concise video aligns perfectly with this preference.

By balancing brevity with substance, the video respects the viewer’s time while delivering enough detail to inspire confidence.

This focus on real-life applications and immediate benefits makes the product feel more tangible, positioning ServiceNow as a trusted, customer-centric provider.

For B2B buyers facing complex purchasing decisions, this type of video content is exactly what builds trust, credibility, and, ultimately, a stronger connection with the brand.

2. Video reveals valuable insights about buyer preferences.

Video analytics provide unique visibility into buyer behavior through detailed engagement data that traditional metrics, like page views, simply can’t match.

Viewer retention graphs show exactly where prospects focus or lose interest, while heat maps and rewatch patterns reveal which features capture attention and where clarification may be needed.

When I look at video analytics, I’m always struck by how much they reveal about buyer preferences. For instance, seeing exactly where someone pauses or rewinds gives us insights into what resonates most.

Recently, I was reviewing a Wistia video analytics demo, and it highlighted just how powerful these tools can be.

The heat maps didn’t just show where people watched — they revealed precisely which sections viewers skipped or rewatched. This level of detail helps me pinpoint what works and what doesn’t in a way that’s almost impossible with other data.

For example, realizing that viewers drop off at a specific point in a video shows me where we might need to restructure content to keep their interest.

Or, when I noticed that a certain section was being rewatched frequently, it became clear that this part was especially engaging or needed further emphasis earlier in the video.

The option to use A/B testing for different video edits also means we can try out changes and immediately see which version performs better, allowing us to continuously improve the content.

By tuning into these moments, we’ve been able to refine our messaging to better align with what buyers are truly looking for.

These video-specific insights allow teams to optimize everything from product messaging to the flow of sales presentations, resulting in more targeted outreach and shorter sales cycles.

3. Video empowers teams to deliver value-driven content.

Video enhances both sales and support interactions by enabling scalable personalization.

Research shows that 94% of buyers prefer demos tailored to their specific use case, and 38% are less likely to purchase if they must contact sales for basic demonstrations.

Video allows sales teams to create reusable, customizable demos that buyers can access on demand, meeting this expectation for personalization.

This video strategy also streamlines support. By creating a library of tutorial videos, support teams can reduce response times, empowering customers to find answers independently.

In addition to boosting operational efficiency, video creates a more satisfying experience for buyers, enabling them to engage with tailored content at their convenience.

4. Video attracts new customers through social proof.

Video testimonials, case studies, and reviews showcase real customer experiences in uniquely compelling ways.

I’ve watched a couple of testimonial videos that bring a level of credibility that text alone just can’t match — seeing customers speak directly to their success stories creates an authenticity that resonates.

For instance, the recent testimonial from Televox, a leading Nordic telephony company, captures exactly how impactful video can be. In it, Elizabeth, their RevOps Manager, shares how using HubSpot transformed Televox’s customer relationships, driving a 150% increase in new direct sales over three years.

Hearing specifics like these, coupled with her excitement about the results, brings a level of authenticity that’s hard to convey in text alone.

As she shares Televox’s story of streamlined communication and improved customer experiences, it’s easy for viewers to envision similar successes for their own companies. Watching someone speak proudly about measurable outcomes builds a deeper sense of trust.

The impact is clear: 95% of medium-sized businesses report at least a 10% boost in conversion rates when using video testimonials in their campaigns.

When prospects see and hear real customers like Elizabeth sharing their experiences with genuine enthusiasm and tangible results, they can start to imagine their own success with the solution.

From quick testimonials on social media to in-depth case studies for complex solutions, video social proof has the power to build trust and drive results by making success stories feel real and attainable.

5. Video drives personalized ABM strategies.

“A lot of ABM marketers are stuck with two choices: what works doesn’t scale, and what scales doesn’t work,” explains Adam Shoenfeld, CEO of Keyplay.

This ABM paradox — where focusing on a few high-value target accounts delivers results but lacks scalability, while broad campaigns often lead to low conversion rates — can be addressed through video marketing.

Video provides a scalable way to deliver personalized, high-impact messages to target accounts.

For example, ABM teams can create customized product demos to address industry-specific pain points or executive messages that build credibility with stakeholders.

Throughout the account journey, from initial awareness videos addressing niche challenges to solution demonstrations for evaluation teams, video enables deeper connections with priority accounts.

By combining personalization with visual storytelling, video helps ABM marketers reach high-value accounts effectively while maintaining scalability.

Companies that adopt multi-format video strategies have seen engagement metrics like video completion rates and meeting bookings with target accounts increase, highlighting video’s role as a powerful tool for ABM success.

Building a B2B Video Marketing Strategy That Delivers Results

After joining a B2B video marketing team, I quickly learned that creating an effective video strategy was about much more than making great videos.

We needed to understand our audience, map each video to their buying journey, and, ultimately, tie everything back to real business outcomes.

Here’s a glimpse into what worked, what didn’t, and the actionable steps we discovered along the way.

Step 1: Figure out what your audience really wants.

When we started, our first instinct was to jump straight into customer interviews. But in the B2B world, people are busy.

Scheduling one-on-one chats with decision-makers wasn’t realistic. So, we took a step back and decided to try a quick survey instead.

We kept our survey short and to the point. Questions focused on the types of videos they wanted, preferred lengths, and which platforms they used most (like LinkedIn or YouTube).

To increase responses, we offered something small but valuable — early access to our upcoming video series.

The responses were surprising. Short, concise videos were clearly preferred. People wanted practical “how-to” content instead of sweeping overviews. This simple change in our approach made all the difference.

Next, we turned to metrics for a reality check. We looked at average view durations, drop-off points, and conversion rates across our platforms.

It turned out that our most-watched videos were under two minutes, and viewers tended to drop off fast if the content didn’t get to the point. So we decided to prioritize short, impactful videos moving forward.

Step 2: Understand your audience. Who’s watching, and what do they care about?

One of the biggest challenges in B2B is knowing that no single person makes a decision alone. Each deal involves multiple stakeholders, each with unique concerns.

Our goal was to map out what these different groups needed, which led us to segment our videos by role:

1. C-suite executives wanted big-picture value and impact — they didn’t have time for details.
2. Technical evaluators were the opposite. They needed specifics and wanted us to get into the nitty-gritty of features and functionality.
3. End-users preferred “how-to” videos so they could envision how the product would fit into their day-to-day tasks.

Working closely with our sales team was a huge advantage here. They provided firsthand insights into the common questions and objections each group had, helping us design videos that directly addressed these needs.

Key takeaway: If you’re building your strategy, don’t just create general videos for “the buyer.” Map out your audience segments and tailor content for each group’s specific concerns and preferences.

Step 3: Craft a content strategy that guides the buyer’s journey.

Once we knew what each stakeholder needed, we structured our videos around the B2B buying journey.

Our goal was to guide viewers along each step of their decision-making process, aligning content with their shifting priorities.

• Awareness Stage: Here, we created short thought leadership videos that tackled industry-wide challenges. We kept these high-level to build credibility without overwhelming viewers.
• Consideration Stage: For this phase, customer testimonials and product overviews became our go-to. We showcased real solutions to real problems, helping prospects envision the value of our offering.
• Decision Stage: Detailed product demonstrations and technical guides worked best here. By getting granular, we reassured decision-makers that our product had the features they needed.

Pro tip: For each stage in your buyer’s journey, create videos that reflect where prospects are mentally. Early on, build trust. As they move toward a decision, focus on specifics and differentiation.

Step 4: Set goals and measure success.

One of the biggest revelations for us was that video engagement metrics alone don’t tell the full story. To really see if our videos were effective, we needed to look at the bigger picture.

We broke our goals into three main areas:

• Engagement. Metrics like average view duration, completion rates, and social shares helped us understand what topics captured attention.
• Lead generation. We tracked conversions tied directly to video views, such as form completions or demo requests. These metrics showed us when our videos were driving pipeline growth.
• Revenue. By tracking which videos influenced pipeline and closed deals, we saw exactly how much our videos contributed to revenue — a real eye-opener for the whole team.

Key takeaway: When setting goals, think beyond views. Track how each video contributes to leads and revenue, not just engagement. It’ll reveal which content truly drives results.

Step 5: Align the team, bringing marketing, sales, and product together.

Video isn’t just a marketing asset — it needs input from sales and product, too. Regular check-ins across these teams were essential. We set up a centralized content library to keep everyone aligned.

Here’s what it included:

• Brand guidelines. To keep visuals and messaging consistent.
• Approved messaging. To ensure everyone speaks the same language in front of the customer.
• Performance insights. Sharing data with the sales team gave them talking points and insights into what prospects responded to most.

Working together kept the content grounded in real customer needs, not just marketing ideals.

Pro tip: Hold regular check-ins with sales and product teams to keep your videos relevant and useful. This alignment makes each video more impactful and ensures everyone is on the same page.

Step 6: Balance quality and budget.

When we first started, we didn’t realize how quickly costs could stack up. We soon learned that a hybrid approach was the best way to balance quality and budget:

1. In-house production. For regular product updates and quick demos, we set up a simple in-house studio. It kept costs down without sacrificing too much quality.
2. Agency partnerships. For bigger pieces — like brand introductions and customer stories — we brought in an agency. It was pricier, but the high stakes justified it.

To keep spending in check, we tracked cost per view, cost per lead, and cost per acquisition. These metrics kept us focused on content that delivered the best ROI.

Pro tip: Define a budget for each type of video. Use in-house resources for simpler content and agencies for high-impact pieces. Track costs closely to ensure each video contributes to your goals.

Looking Back: What We Would Do Differently

One of the biggest opportunities we missed was not using AI-powered video creation tools earlier on.

While we were juggling between expensive agency work and basic in-house content, tools Clip Creator could have transformed our approach to B2B video production.

Our team spent months struggling with ‌scalability challenges — particularly when we needed to create localized product demos for different market segments.

Had we known about Clip Creator then, we could have turned one master script into multiple versions, each tailored to specific industry use cases, without the resource strain we experienced.

Looking at our video strategy now, it’s clear that AI-powered tools could have helped us maintain consistent quality across all our content, not just our big-budget pieces.

The ability to create professional-grade videos for every stage of the buyer journey while maintaining brand consistency and compliance would have significantly improved our content velocity.

Creating Genuine Connections

Initially, I thought expertise in video marketing meant mastering high-end equipment and complex production techniques.

However, after digging into the data and trends, I found that true success lies in crafting genuine connections through storytelling.

One of my biggest revelations was realizing the transformative potential of AI in video production.

Looking back, I see how AI-powered tools could have streamlined our entire process, allowing us to maintain consistent quality across all content, not just in high-budget projects.

In video marketing, change is constant. As you implement this strategy, adopt a routine of quarterly strategy reviews, closely tracking performance, and adjusting your approach based on data and evolving audience needs.

By keeping your strategy flexible and audience-focused, you’ll turn your B2B videos into an essential part of your B2B marketing toolkit.

I still remember my first taste of artificial intelligence (AI).It was “SmarterChild,” a chatbot available on AOL Instant Messenger (AIM) and Windows Live Messenger in the early 2000s that you could have a “conversation” with when your real friends weren’t online.

But honestly, even as a preteen, I could see that it needed a lesson in humanizing AI content.

While SmarterChild could ask how I was and tell jokes, the exchanges felt, well, robotic. It couldn’t learn or remember information over time, and it had trouble navigating human quirks like slang and shorthand. It also seemed to always throw out the same canned phrases, like it was the star in an ‘80s sitcom.

Thankfully, much of this has improved today, but the challenges (and importance) of capturing human candor and understanding remain — especially for marketers.

Let’s unpack how to maintain your human touch while still reaping the benefits of AI content as a marketer.

Table of Contents

• The Rise of AI Content
• So, should you use AI content?
• Why does AI content need humanization?
• How to Humanize AI Content
• Free AI Content Humanization Tools

The Rise of AI Content

According to Pew Research, 55% of Americans use AI at least once a day.

It’s running our wearable fitness trackers and curating our Daily Mixes on Spotify. It’s giving us product recommendations on Amazon and sending those pesky emails we never read to the spam folder. And the impact doesn’t stop there.

HubSpot’s State of AI found that 62% of business leaders say their company invests in AI and automation tools for employees.

In fact, the number of marketers who use AI in their roles has jumped from 21% to 74% year over year, with more than 74% believing most people will use AI in the workplace by 2030.

But why exactly?

Source

Simply put, AI can help people in various industries automate or expedite repetitive tasks (e.g., email automation), increase efficiency, lower costs, improve analysis, and be more productive overall — especially marketers.

So, should you use AI content?

The short answer is yes — but I say this with many asterisks. Let me explain.

As a writer and marketer, I pride myself on being able to spin up copy that converts, emails that engage, and blog articles that get readers nodding their heads. But that doesn’t mean it comes quickly or easily.

Keeping up with a full marketing calendar is hard. Every piece of content has a workflow that includes planning, research, writing, editing, staging, promotion, and analyzing.

AI content can help expedite this process, with 83% of marketers saying AI helps them create significantly more content than they could without.

Image Source

What kind of content are marketers generating? Check out The Top Types of AI-Generated Content in Marketing [New Data, Examples & Tips].

A good friend, former HubSpotter, and Head of Content at Ashby, Anum Hussain, agrees, saying, “I‘m not sure I’ll ever see AI go from 0 to 100 on a content initiative, but for all of us who face empty page syndrome, getting from 0 to 50 is a huge productivity unlock.”

But that doesn’t mean you can just mindlessly copy-paste whatever ChatGPT, Claude, or even HubSpot’s Breeze gives you. It needs to be edited and “humanized.”

Why does AI content need humanization?

Our research shows that 86% of marketers using AI take time to edit the content it produces. (And I can’t tell you how much of a sigh of relief it was to read this.)

Despite the operational positives we discussed, AI is plagued by concerns about plagiarism, bias, data security, and the potential for government regulation. In other words, raw AI content can be very problematic as it is derivative by nature.

You see, AI content generators are built on existing content commonly gathered from the Internet. This is how they “learn.” Every time you enter a prompt or query into a tool, AI simply reaches into this knowledge bank and picks out what it thinks is most relevant to what you want.

That means it just compiles things already out there. There’s no guarantee that your results will be different from what the tool produces for another user or even from what’s already published online.

It also certainly won’t be written with your brand’s voice or differentiators in mind, or offer the expertise, experience, authoritativeness, or trustworthiness (EEAT) Google SERP demands of the pages it ranks.

Smart editing or taking the time to humanize your content can put all these concerns to rest. So, how do you do it?

How to Humanize AI Content

Whether you’re a social media manager writing captions or a content manager writing articles and website copy, learning how to humanize AI content is critical to future-proofing your content strategy. Here are seven tips on how to do it well.

To help illustrate them, I asked ChatGPT to write me a blog article about how to write a great social media post.

1. Add personal stories and insights.

AI knows many things, but you know what it doesn’t? Your personal thoughts, insights, and experiences.

When you ask it to create content for you, it may respond in a casual tone, but it’s likely just stating facts — like a textbook or instruction manual.

That said, personal stories, references, or lessons can not only engage your audience with something relatable, but they add depth and originality to your content. It’s all about thought leadership.

Melanie Deziel, Content Consultant and Co-Founder & Chief Learning Officer of Creator Kitchen likes to share both personal wins and losses when editing AI content. 

She shared with me, “We can take the raw materials we get from a tool like ChatGPT and infuse not just valuable lessons we’ve learned but also relatable mistakes we made along the way. We can add context to our revelations, realizations, failures, and pivots by sharing the emotions that surround those experiences.”

Let’s look at our example. In my sample article, ChatGPT gave me the following for an intro:

Pretty generic, right?

I’d humanize this AI content by bringing in a relatable anecdote about doom scrolling when I can’t sleep or talking about a successful social media strategy I’ve worked on to establish credibility. I could also add a section on the current state of social media with my own predictions and opinions.

ChatGPT laid a foundation, but all of these personal touches would give it flair. Something they can’t get anywhere else.

Pro tip: Have fun with it!

Deziel continued, “While ChatGPT’s LLM may have a good handle on the prescriptive rules of grammar and syntax, we have to know when and how to break those rules for maximum impact.

“We can include puns, sarcasm. We can make plays on words and include humorous asides (or… asides that we think are humorous, anyway.) We need to  intentionally manipulate sentence length with melodic mastery and break the monotony with unexpected word choices.”

“We have to get loosey-goosey with our punctuation choices, inserting ellipses to force a breath and peppering our pages with em-dashes to mirror the stop-and-start nature of our chaotic thought patterns… and we say things like ‘loosey-goosey.’

In short, we have to do what hasn’t been done. And an LLM, by design, cannot. “

2. Incorporate original, visual examples.

Like personal insights, examples give AI content more substance. But they can also make the information shared easier for your audience to understand, especially if it’s educational.

Returning to our sample, ChatGPT listed this as one of its steps for creating a great social media post:

“Use visuals to boost engagement” is pretty self-explanatory, sure, but showing real-life examples where this was done well would really drive the point home. Plus, it would help break up text, making your piece easier to skim and also giving readers something more fun to engage with.

To humanize this section, I’d embed actual social media posts from brands my audience admires and explain why they were successful. This is something I do frequently in my articles:

I’d also be careful not to repeat examples included in competing content and be mindful of diversity and inclusion as I made my selection.

The idea here is to avoid the obvious and show my audience something fresh to inspire their own social posts.

Pro tip: Pull examples from your own body of work whenever you can.

Consider your brand’s case studies, testimonials, or portfolio and what can support the content. These examples are unlikely to appear in similar content by your competitors, and, once again, they help showcase your personal expertise on the subject matter.

3. Edit into the first person.

Third-person writing is a tell-tale sign that you used AI.

This style can read as formal, boring, and impersonal, hurting you with Google’s EEAT regulations. To avoid all this, try rewriting your AI content into the first-person perspective — meaning using pronouns like I, me, and we.

My teammate and managing editor of the HubSpot Website Blog, Jamie Juviler, actually turns back to AI to help him do this.

He explains, “Sometimes AI helps me make my writing sound more human. For example, if I have a paragraph written in the third person, I’ll ask ChatGPT to convert it to the first person with minimal changes to the copy itself.”

This saves Juviler a great deal of time, especially since he can use the same tool that generated the content in the first place — no need to hop around other documents or tabs.

Pro tip: Put your title in the first person as well.

Juviler continues, “I also do the same with post titles and email subject lines — run them through ChatGPT and prompt it to make the wording more unique to my voice. Doing this makes readers more likely to engage with the content if the headline is from my perspective, versus a generic title.”

In the case of my social media article, ChatGPT turned “How to Write a Great Social Media Post: Engage, Inspire, and Convert” into:

• “How I Write Engaging Social Media Posts That Inspire and Convert”
• “My Guide to Crafting Social Media Posts That Engage, Inspire, and Convert”
• “How I Create Social Media Posts That Stand Out, Engage, and Drive Results”

This is also a great hack for brainstorming titles for your editorial calendar. Learn how to create yours.

4. Shift to an active voice.

Along with third-person, AI content generators tend to lean on passive voice. And like my old friend SmarterChild, it sounds extremely robotic.

For example, in my article, ChatGPT passively wrote: “If you’re celebrating a milestone, express excitement. If you’re discussing a tough topic, show empathy.”

This could be more dynamic and engaging if shifted to active voice becoming: “Express excitement when you celebrate a milestone and show empathy when you discuss tough topics.” Review your AI content for these opportunities.

5. Fact check everything.

As we discussed earlier, AI tools pull information from all over the place. Who knows if what it tells you will be credible or up-to-date? In fact, they recognize this.

Why do you think most tools even come with a disclaimer like this one from ChatGPT? “ChatGPT can make mistakes. Check important info.”

Heed their warning, people. Fact-check everything AI writes for you.

That means both quantitative (dates, statistics, etc.) and qualitative facts. Also, be mindful of how old the information is. While a statistic may be true and from a reputable source, it’s likely no longer relevant if it’s from a decade ago.

A quick hunt in a search engine should be all you need to confirm or deny information AI gives you, but you can also try tools like Google’s Fact Check Tools or Longshot to speed up the process.

Pro tip: If you have original data or research, incorporate it. This is another example of information no other competitor or AI will have.

6. Get more specific with your prompts.

Ok, so. So far, all of the advice I’ve shared is reactive. They are things you can do after AI’s generated your content, but there are proactive actions you can do as well.

I can pretty much summarize them all by saying, “Get more specific with your prompts.” But that’s not helpful, so let’s unpack things a bit.

I often compare using AI to working with a freelancer. Whenever you hire a freelance writer, you give them a creative brief of what you’re looking for, right? You don’t expect them to deliver the desired results if they don’t know what you want. The same should go for AI.

Improving your AI writing prompts — telling the tool exactly what you want to see — improves the chances that the results will match your needs and brand voice.

In our conversation, Anum Hussain drove this home, saying, “Ultimately, training AI tools can be similar to new hire onboarding. Providing examples, editing work, and asking for specific edits/changes helps train the tool to work more and more in your style over time.”

“At the end of the day, it’s a tool, and we are the humans to guide it.”

Here are five key things you can do.

Give AI a persona to adopt.

If you want AI to write in the first person as an expert, you must tell them who they are. In your prompt, include who the author is, what they do, and perhaps even a bit of their experience.

It’s also smart to include details about your brand or business, such as:

• Your product/offering
• What makes it different (specific features, capabilities, etc.)
• Company Mission
• Company Values

This information will help your AI tool better understand the perspective it should adopt when writing.

Describe your audience.

Next, you also need to tell your tool who the audience is. Who are you trying to reach with this content? You can share a full buyer persona with your AI tool if you’d like, but at a minimum, you want to include:

• Age
• Location
• Company, job title, industry (if B2B)
• Goals
• Personal challenges
• Pain points you solve

Describe your brand voice.

How should the content AI creates sound? Should it be friendly? Authoritative? Funny? Detail it in your prompt so the tool can act accordingly.

Read: How to Create a Content Style Guide [+ Free Guide & Examples]

Include examples.

Better than just telling AI what you like, show them. Do you have a certain piece of content that you really admire or would like to emulate? Perhaps there’s a piece that performed well that you’d like to recreate the magic of.

Share them in your prompt. Include links or upload files as inspiration with your prompt. Hussain is a fan of this feature available on ChatGPT Plus.

She shares, “Relying on an AI tool to know your voice without any intelligence to go off of but the web will likely result in a tone that isn‘t a fit for you or your brand. When starting a new prompt, I upload documents of past work I’ve written.”

“That way, it can model the format, structure, and tone I want. There’s still editorial work to do, but it helps get us much closer to what we’re looking for.”

Share terms and phrases to exclude.

It makes sense to tell your tool what you want, but explaining what you don’t want helps make the parameters even clearer. If there are particular phrases or topics you’d like to avoid (i.e., the name of a competitor), state that in your prompt.

No information is too much when it comes to your AI prompt. While it may take you longer to prepare these details before going into production, you’ll be much more likely to save time editing because of it.

Pro tip: If you’re a HubSpot user, using Breeze can eliminate much of the work involved in prompting.

While Breeze’s inherent purpose isn’t to create “human-like” content, we built it with a particular marketing and sales context in mind that makes it better at doing so.

Source

Our team focused on prompt engineering, so the tool knows how to provide more details from your portal about the customer, company, or use case at hand when generating content, even if you don’t specify it in your prompt.

This goes for blog articles, emails, social posts, website copy, and even SMS text messages.

7. Use an AI humanizing tool.

Ok, I know. This is a lot of manual effort. If you don’t have the resources, there are some AI tools dedicated to humanizing content to execute these tasks for you.

In the next section, I’ll share four of the best.

Free AI Content Humanization Tools

Note: These AI tools are not for generating new content but specifically for making the content better.

If you’re looking for tools to create content from scratch, check out our article, AI Content Generators: I Tested 5 of the Best; Here’s What I Found.

1. Ahrefs

According to Ahrefs, its AI text humanizer is built on a language model that learns communication patterns, grammar, and vocabulary from text data fed into it.

It then uses that insight to generate human-like text based on what you enter, producing one, three, or five variants at a time. I tried it out with my article from ChatGPT, and here’s what I found.

The good:

• The edits weren’t dramatic, which makes sense since the original article was pretty casual in tone, but the changes it did make were impactful. For example, it changed “Start by understanding who your followers are and what they care about.“ to “Begin by identifying who your followers are and what matters to them.” It’s a small but clarifying edit.

The bad:

• I could only enter about half of the content, meaning there is an undisclosed word or character limit.
• Formatting is removed when you enter text, so you’ll have to reformat it before use.
• The tool detects AI-generated content. It gave me a note at the top of my results that read: “80% of your text is likely AI-generated.” This seems unnecessary because why would you mean “humanizing” your content if AI didn’t write it?

Overall, it is a helpful, easy-to-use free tool, but the user experience could be better. With the undisclosed word limit, it’s also most useful for shorter content needs like website copy, social media posts, or specific passages.

2. Writesonic

Writesonic’s free AI text humanizer works similarly to Ahref’s in that you simply copy and paste your text and hit a button to get results—but with some nice little extras.

The good:

• After entering my text, I could choose from 14 different tones of voice (i.e., engaging, persuasive, friendly, etc.). This option makes the tool that much more useful for a variety of content marketing purposes. Not every tone is right for every campaign or medium and being able to specify what you need definitely makes you feel more confident in the results it will deliver.
• I could also choose from 24 languages, including English, Spanish, Japanese, Swedish, Turkish, and Hindi.
• There is a 200-word limit, and it showed me how many I was over or under. The tool wouldn’t run unless I was under this limit. The transparency of the word count was great to see and doesn’t leave you wondering if you did something wrong like Ahrefs.

The bad:

• I tried two different tones: simplified and luxury. At first, I was fairly impressed. The simplified version definitely removed some more formal language and replaced it with more universal alternatives (e.g., replacing “audience” with “followers”). However, when I switched to “Luxury,” the results were pretty much unchanged.

• Writesonic maintained more formatting than Ahrefs when entered, but it was all removed after editing. This makes it difficult to skim and evaluate the results.
• There were some grammatical issues (i.e., missing commas) in the results.

Regarding UX, Writesonic’s AI text humanizer is a step up from Ahrefs. I appreciate their transparency about the word limit, and the results are decent, but the customization options seem to be more for show at the moment.

I also got hit with a form after my third test generation. You need to sign up to keep using the tool for free.

3. Surfer

Next up, I tried Surfer’s free AI content humanizer, which is currently in beta.

The good:

• Out of the options I tried, Surfer has the highest word limit at 500 — but this appears to be a lifetime limit. Like Writesonic, Surfer is transparent about the limit, so I wasn’t left guessing.
• It maintains and preserves text formatting throughout the humanization process — Huge win! This includes header and paragraph tags.

The bad:

• There are some grammatical issues (i.e., missing commas and inconsistent capitalization) in the results.
• No customization options for tone, language, etc.
• Like Ahrefs, the edits were minimal, with the tool noting that the copy already read as a human wrote it. This is understandable, but if I’m coming to this tool, clearly, I’d like to see it improved further. I’d like to have to seen the tool do more.

4. Scribbr

While not designed as a “humanizer” like the other tools, Scibbr’s free paraphraser tool can used for these purposes in a crunch.

The good:

• I could copy and paste text or upload a document to be paraphrased.
• I could paraphrase in 26 different languages.
• The tool has two modes I could choose from: standard and fluency.
• Toggling the “synonyms” options allows you to control how much of the specific language you’d like to change.
• Preserves most formatting throughout the process.
• Allows you to choose specific words to “rephrase” in the results. When you click on the highlighted word, you can then select the alternative you like best.
• Edits are substantial.

The bad:

• This has the lowest word limit out of those I tested, with a limit of just 125 words.
• With this tool’s significant edits, there is a higher risk of losing focus keywords when using this for content marketing.

Master the Balance Between AI and Humanity

As we enter a future where AI becomes an even greater force in content creation and marketing, the key to success is balance.

AI offers incredible speed, efficiency, and scalability, but it’s the human touch — our personal voices, wins, losses, and experiences — that makes content great. It’s what breathes life, personality, and authenticity into your message and builds trust with an audience.

It’s the X factor that makes them want to follow you on social media, buy from you, and recommend your brand.

By blending personal insights, unique examples, careful editing, and more thoughtful prompting, we can create content that resonates deeply with our audiences while leveraging the best that technology has to offer. 

As a freelance writer, I’m always receiving and reviewing scope of work documents. These digital documents help me maintain clarity, so I know who’s responsible for what and when tasks are due.

Many projects derail because expectations aren’t clearly set from the start.

Deadlines get missed, budgets spiral out of control, and no one seems to know the next step. The good news? A well-crafted scope of work can solve these problems before they arise.

In this guide, I’ll show you how to write a clear and effective scope of work, complete with examples and a handy template to streamline your process.

Table of Contents

• What is a scope of work?
• What does a scope of work include?
• Free Scope of Work Template
• How to Write a Scope of Work
• Scope of Work vs. Statement of Work
• Scope of Work Examples

Download HubSpot’s Free Scope of Work Template

What is a scope of work?

A scope of work is a formal project management document that ensures the client and team are fully aligned on all project details — tasks, timelines, deliverables, and expectations. It covers the essential questions:

• Who is responsible for what?
• When is it happening?
• Where is it happening?
• How will everything be executed?

Consequently, everyone is on the same page, ensuring smooth progress without confusion or miscommunication. It acts like a project roadmap, detailing all the critical elements, so everyone stays on track.

What does a scope of work include?

Image Source

When I start working with a new client, I always dive deep into their scope of work documents. This helps me understand what they’re looking for and how we can create a long-standing partnership.

From my experience, here are the most important parts of a scope of work.

1. Project Scope Statement and Objectives

The project overview explains why the project is being undertaken.

It clears up what you’re hoping to achieve and tackles the business problem you’re aiming to solve. Having crystal-clear objectives helps everyone stay on the same page and avoids misunderstandings.

Ideally, anyone reading this section — even if they’re not directly involved in the project — should be able to get what the project is about and what success looks like.

2. Scope of Work

Here’s where you give a big-picture look at the work that needs to get done, but without getting too detailed just yet — things stay at a higher level.

For example, in a company blog launch project, the scope may include tasks like “designing a blog layout” or “writing and editing blog posts.”

It can also outline technical specifications, such as the CMS to be used, ensuring there’s no confusion down the line and everyone knows the general plan.

3. Project Timeline and Milestones

The project timeline outlines specific start and end dates for each phase, while milestones mark those all-important checkpoints. Hitting these milestones keeps things on track and ensures key deliveries happen as planned.

Plus, they offer moments to reassess and pivot if needed.

Even in agile projects where things are more fluid, a timeline gives everyone an idea of how long tasks and phases are likely to take. As a writer, I love scopes of work that have due dates for first drafts, second drafts, and final drafts.

4. Project Deliverables

Deliverables are your “here’s what you’ll get” list. Whether it’s physical products, software components, or services, this section spells out exactly what will be handed over at the end.

This section is key to avoiding scope creep and making sure everyone’s on the same page about what’s coming. When deliverables are crystal clear, there’s no room for confusion later.

5. Reporting Requirements

No one likes being in the dark. That’s why this section is all about keeping every stakeholder in the loop. It breaks down how often status updates will happen and in what form — whether through reports, presentations, or meetings.

Regular check-ins make sure everyone stays aligned and issues are caught early, so they don’t become bigger problems down the road.

6. Estimated Costs

As the name suggests, this part of the scope of work outlines the costs associated with the project. It details how and when payments will be made, whether through milestones, deliverables, or a fixed schedule.

I appreciate when scopes of work spell out the payment method — think wire transfer or ACH — and the conditions that trigger payments.

This keeps the financial side of things crystal clear and helps avoid any awkward misunderstandings later.

7. Approval and Sign-Off

This is where you nail down the details. Who’s responsible for signing off on what?

This section ensures a clear process for approvals and might also include things like security requirements or legal terms.

And when you’re ready to wrap it all up, the sign-off guarantees everyone agrees on what’s being delivered, so there are no surprises at the finish line.

Free Scope of Work Template

Skip the hassle and grab HubSpot’s free scope of work template. Available in Microsoft Word, PDF, and Google Docs formats, it’s ready to be customized in minutes.

This template covers everything: project scope, deliverables, exclusions, milestones with deadlines, and stakeholders. It’s built to make sure everyone’s on the same page about what’s included (and what’s not).

How to Write a Scope of Work

Below, I’ll break down how to write a scope of work. To make things tangible, I’ll ground it in a practical example: starting a blog for a client.

1. Start with clear objectives.

The foundation of your scope of work is the why. What’s the big-picture goal? For a blog launch, I would write something like:

• “Increase brand visibility and drive organic traffic by 25% in the next six months by publishing weekly SEO-optimized content to target relevant keywords for the industry.”

I want to keep the objective concise but measurable. I avoid vague goals like “improve brand awareness” unless I can directly tie them to metrics (e.g., number of visitors, sign-ups, or conversions).

2. Outline the scope of work.

Now, it’s time to define the boundaries. That’s what’s included — and more importantly, what’s not. This prevents scope creep, which is just a fancy way of saying: avoid doing work that wasn’t agreed upon.

For the blog project, I want to feature content creation, SEO, and setting up the blog. My scope might include:

• Conduct keyword research.
• Set up WordPress CMS.
• Write, edit, and publish five cornerstone blog posts.
• SEO optimization for each post, including meta descriptions and alt text.

I don’t include things like ongoing maintenance or content updates because that’s not part of the deal. I want to keep the scope tight and focused.

3. Identify deliverables.

This is the meat and potatoes of your scope of work. What’s the tangible outcome of the project? What does “done” look like? Each deliverable should be something you can point to and say, “Here’s what we completed.”

For the blog launch, my deliverables look like this:

• Deliverable 1: A fully functional blog site on WordPress
• Deliverable 2: SEO-optimized content strategy for the next three months
• Deliverable 3: Five cornerstone blog posts, each 1000-1500 words long
• Deliverable 4: Google Analytics and Search Console setup for tracking traffic and performance

Each deliverable should be clear, concise, and measurable. If it’s a blog post, it should state the expected word count and quality standards (like SEO optimization, readability scores, etc.).

Make sure your deliverables are specific and measurable. If it’s a blog post, include word count and quality standards like SEO optimization and readability scores.

4. Define tasks and timeline.

Once you know what’s being delivered, break it down into tasks and set deadlines.

For a complex project like launching a blog, I should create a timeline that aligns with my deliverables. Not everything happens at once, so I need to prioritize.

For example, my scope of work may look at this:

• Week 1-2: Finalize blog design and set up WordPress.
• Week 3-4: Conduct keyword research and develop a content strategy.
• Week 5-6: Write and edit the first two blog posts.
• Week 7-8: SEO optimization, content upload, and final launch.

Timelines should be flexible enough to accommodate changes but firm enough to keep things on track. And remember, if there are dependencies — like needing the keyword research before you can write the posts — make that clear.

5. Set acceptance criteria and payment terms.

This is the quality check step — what does “good enough” mean for each deliverable? Without this, you risk endless back-and-forth or, worse, delivering something that wasn’t what the client expected.

For example, for the blog, I can have the following criteria:

• Acceptance criteria for each post might be: Flesch reading ease score of 60+, optimized for focus keywords, and reviewed for brand tone and voice.
• For the website setup, it could be: Fully responsive web design, loading speed under three seconds, and mobile-friendly compatibility.

Additionally, specify the financial details, including when and how payments happen. I recommend tying payments to deliverables or milestones to ensure the project is moving forward before each installment.

6. Outline the reporting and change management process.

In your scope of work, specify how often updates will be provided and in what format. Maybe weekly check-ins over email or bi-weekly reports summarizing content progress and site performance metrics.

Continuing with my blog example, I might report:

• Content creation progress.
• SEO improvements (keyword rankings).
• Traffic growth via Google Analytics.

In any project, unforeseen changes are inevitable. Scope creep happens when the project evolves without formal adjustments, so preempt that by establishing a change management process.

Think: If the client wants ten blog posts instead of five halfway through, how will that be handled?

Pro tip: Set up a formal request system where both parties agree on changes before the work starts.

Scope of Work vs. Statement of Work

You’ve probably heard the terms scope of work and Statement of Work tossed around like they’re the same thing. But, spoiler alert: they’re not.

• A scope of work is a section within the larger Statement of Work. It’s the nuts and bolts—the tasks, deliverables, and nitty-gritty details that map out what’s needed to complete a project. Think of it as the detailed, action-oriented part of the plan.
• The statement of work is a broader, more formal document that includes everything related to the project, such as objectives, scope, timelines, payment terms, and governance. It serves as the contract or legal agreement between parties.

Simply put, the statement of work is the master plan, and the scope of work is the to-do list that gets you there.

When should you use a scope of work vs. a statement of work?

If you’re pulling together a large project (think: construction or software development), the statement of work is your go-to.

It gives you a full contract, including payment terms, deadlines, and compliance details — everything you need to keep everyone on the same page and legally covered.

On the other hand, the scope of work is used for internal projects where you’re more focused on getting things done.

It’s perfect for projects like launching a blog or updating a website — basically, situations where you don’t need to involve legal paperwork but still want a solid plan.

Scope of Work Examples

1. Scope of Work for Social Media Management

This social media management scope of work template clearly lays out the project’s scope, breaking down tasks, deliverables, and what’s not included — keeping client expectations crystal clear.

The timeline? Realistic and tied to specific tasks, with estimated hours that keep everyone accountable. The budget section is structured to avoid any mix-ups, with each deliverable priced out.

What I like: This template smartly includes a list of resources needed from the client, making collaboration smoother. Plus, the terms for extra work or revisions help keep scope creep at bay.

2. Scope of Work for Content Writing Services

This scope of work document nails clear and straightforward communication. It covers the essentials—salary, start date, key responsibilities, and deliverables—so everyone’s on the same page from the start.

Notice how the overall tone strikes the right balance between professional and welcoming, showing off the company’s culture and excitement about bringing someone new on board.

What I like: This template clearly lays out all the information the writer needs to know. Bullets make the document easy-to-skim, so the writer can return to it again and again.

3. Scope of Work for a Website Redesign

Right from the start, this scope of work document zeroes in on the mission: Enhancing the website’s user experience and making it more mobile-friendly.

The tasks are clearly outlined, leaving no wiggle room for misinterpretation, while the out-of-scope items ensure no extra work slips in unnoticed.

With a detailed timeline, the client knows exactly when each phase will kick off and wrap up, minimizing any guesswork. Plus, the straightforward budget and payment terms cut through potential misunderstandings.

What I like: The pieces in this document create a framework that keeps everyone on track and avoids the dreaded scope creep.

Define the Scope to Prevent Scope Creep

When drafting a scope of work, think of it as your project’s roadmap. It needs to be clear, detailed, and easy to follow.

Be specific about what’s covered, from tasks to deliverables, so there’s no confusion later. Outline what’s not included to prevent scope creep, and make sure timelines and budgets are realistic and upfront.

A solid scope of work aligns everyone’s expectations and keeps things running smoothly, avoiding hiccups along the way. And, of course, don’t forget: Both parties need to review and sign off before the actual work begins.

You’ve just wrapped up all those interviews, and now you’ve found the perfect candidate. Next up? Offering them the job. But there’s one last thing standing in your way — writing the job offer letter.

I know how tricky it can feel. You want it to hit the right tone. But, between the legal speak and making sure every detail is perfect, it can quickly become overwhelming.

That’s where a job offer letter comes in handy. In this post, I’ll walk you through different job offer letter examples for all kinds of roles and industries. Plus, I’ll share a free template to get you going.

Let’s dive in!

Table of Contents

• What is a job offer letter?
• What is included in an offer letter?
• Job Offer Letter Template
• Job Offer Letter Examples for Any Hire
• Tips to Boost Your Offer Acceptance Rates
• Frequently Asked Questions

What is a job offer letter?

A job offer letter is a formal document from an employer to a candidate, outlining the key details of a job offer.

It typically includes the job title, salary, benefits, joining date, and employment terms. It also confirms the verbal offer and ensures both parties are clear on expectations, protecting against future misunderstandings.

What is included in an offer letter?

Your offer letter should have all the information needed for your candidate to make an informed decision.

When I’ve received offer letters, I’ve always appreciated when all of the factors I need to consider are easy to find in one place.

When writing a job offer letter, I recommend including the following details.

Employer Information

Begin by making sure the candidate knows exactly who the offer is coming from.

The company name, address, email, and phone number should be clearly listed. There should be no confusion about who the candidate will be working for and how to contact them if needed.

Role Information

Next, outline the details of the position being offered. This includes the job title, employment type, company name, and the proposed start date. The candidate should know what role they’re stepping into and when they’ll be expected to start.

Compensation

Clarity around pay is critical. Include the base salary or hourly wage, as well as the pay period (whether weekly, bi-weekly, or monthly). This way, there are no surprises regarding how and when they’ll be compensated.

Benefits

The offer letter also outlines key benefits like paid time off (PTO), health insurance, and retirement plans. You want the candidate to clearly understand the full compensation package, not just the salary.

When I’ve received offer letters in the past, understanding the benefits has helped me make informed decisions. If the salary is lower than my expectations, I could be swayed by a stellar PTO package or affordable insurance.

Job Expectations

Provide a brief overview of the job responsibilities and include contact information for the candidate’s direct manager or supervisor. This makes them aware of what’s expected of them and who they’ll be reporting to.

Confidentiality Agreements

If confidentiality or non-compete agreements are part of the offer, be sure to include them here. It’s important to cover these legal aspects upfront to protect both the company and the candidate.

Conditions of Employment

Sometimes, a role may have certain conditions to be met, such as background checks or work authorization. Always be clear about these, so the candidate knows their employment is contingent on fulfilling any necessary requirements.

Response Due Date

Mention the specific date by which the candidate should respond to the offer. This helps ensure both parties stay on track, and the process moves forward smoothly.

In my experience, this is helpful for both parties. I know when to respond by, and I can tell the company is excited to hear from me. No one is dragging their feet.

Signatures

Finally, include space for both the candidate and myself to sign and date the letter, formalizing the agreement and ensuring you’re both aligned on the terms.

Pro tip: For employers, consult a lawyer to review your final offer letter and ensure the wording is legally sound. This is an important step that will help you avoid potential legal risks.

Job Offer Letter Template

Need a job offer letter template that’s simple and customizable? I have just the thing for you.

Whether you prefer Microsoft Word or Google Docs, HubSpot’s free job offer letter template is ready for download. Just replace the placeholder text with your company’s details, the candidate’s name, and all the specifics of the job offer.

In no time, you’ll have a polished, professional letter that’s clear and sets the right tone.

Job Offer Letter Examples for Any Hire

General Job Offer Letter

Ideal for most full-time roles, this offer letter template covers the essentials: job title, salary, benefits, and a high-level overview of responsibilities.

It’s designed to be adaptable across various departments while ensuring clarity on what the candidate can expect. It strikes the right balance between formal and welcoming, setting the tone for a positive onboarding experience.

What I like: This job offer letter is straightforward. I can easily find who to contact for questions and clarification.

Executive Job Offer Letter

For C-suite or senior-level hires, this letter goes deeper. It includes specifics on performance bonuses, stock options, and severance packages, reflecting the significance of the role.

It’s about more than just compensation — it aligns company vision with executive leadership, emphasizing key responsibilities and expectations from the outset.

What I like: This offer letter outlines the different types of compensation standard for executives. The recipient can tell how much of their pay will come from their base salary, versus performance bonus and stock options. This helps your candidate make an informed decision.

Part-Time Offer Letter

This template is built for part-time employees, highlighting hourly wages, limited benefits, and flexible scheduling.

Commonly used for seasonal or project-based positions, it ensures the candidate understands their role while acknowledging the flexibility they may need.

What I like: When it comes to part-time jobs, compensation and benefits range widely. I like how this offer letter clearly states what the candidate gets in a bulleted list. As a recipient, I would know exactly what I qualify for.

Internship Offer Letter

Focused on learning and growth, this letter outlines key internship details such as duration, wages or stipends, and potential for future full-time employment.

While less formal than a full-time offer, it still establishes clear expectations, helping interns understand both their responsibilities and opportunities.

What I like: I’ve had internships where I never got an offer letter! Instead, I just received an email with a date and time to start. I strongly believe that teams should give their interns some type of formal offer letter. This brief example does just the trick!

Remote Job Offer Letter

Designed for remote employees, this letter includes specifics on working hours, communication protocols, and equipment provisions. It may also outline travel requirements for occasional in-person meetings.

The goal is to ensure smooth communication and set clear boundaries from the beginning.

What I like: This letter clearly states core working hours, while allowing the employee to have other flexibility. One of my favorite parts of remote work is having control of my schedule. This offer letter makes expectations clear about when the employee has to be behind their laptop.

Temporary or Contract Offer Letter

For short-term or project-based hires, this letter focuses on employment duration, project deliverables, and compensation.

It may also clarify whether benefits are included during the contract. This ensures both parties are aligned on the scope and terms of the project from the start.

What I like: This offer letter is upfront about the benefits a contractor receives. I appreciate the transparency throughout, so the temporary employee knows exactly what they can expect.

Tips to Boost Your Offer Acceptance Rates

Here are quick tips for employers making a job offer to candidates:

• Be quick. Once you’ve decided on a candidate, act fast. Delays can lead to losing top talent to competitors​.
• Personalize the job offer. Tailor the offer to the individual by addressing their specific motivations, whether it’s salary, benefits, flexibility, or career growth. A personalized approach can make the offer more compelling​.
• Offer competitive salary. Ensure the offered salary is competitive to attract the candidate, especially in high-demand industries. Use salary data sources like PayScale or industry-specific surveys to research current market trends for the role and region.
• Highlight the benefits. Beyond salary, emphasize employee benefits like remote work options, health insurance, and professional development opportunities. Benefits can often be as appealing as the salary itself​.
• Offer flexible work options. If your company can offer remote work, hybrid schedules, or flexible hours, include that in the offer. Flexibility is increasingly important for candidates, especially in tech or creative roles​.
• Set a response deadline. Give the candidate a reasonable but firm deadline to respond to the offer. This prevents drawn-out decision-making and helps you move forward if they decline​.

Frequently Asked Questions

How can I improve my offer letter acceptance rate?

To improve your offer letter acceptance rate, ensure your salary and benefits are industry-competitive, and offer flexibility and growth potential. You must be upfront about salary expectations to avoid surprises, too.

Aim to create a smooth experience by staying responsive, being transparent in interviews, and addressing concerns promptly.

Is a job offer legally binding?

A job offer can be legally binding if both parties agree to the terms, especially if the offer is accepted in writing. Once the candidate accepts the offer, it typically creates a contract, even if it’s not formally signed.

That said, many job offers are “at-will,” meaning either the employer or employee can terminate the relationship at any time unless otherwise stated.

It’s important to contact your legal team for specific concerns, as they can provide guidance on the implications of a job offer and ensure all terms comply with applicable laws and best practices.

Can an offer letter be negotiated?

Yes, candidates can and often do negotiate job offers. Key points of negotiation typically include salary, benefits, work hours, and sometimes even job title or responsibilities. To make the negotiation process smoother, it helps to set clear expectations on compensation and benefits early in the process.

Can an offer letter be extended?

Yes, an offer letter can be extended if the candidate requests more time to make a decision. It’s common for candidates to seek extra time if they’re considering multiple offers or need more information about the role.

Employers should be flexible, within reason, to accommodate these requests, as forcing a quick decision may cause the candidate to decline.

Making an Offer They Can’t Refuse

Using the right offer letter template makes all the difference. Comprehensive letters with all essential information will put your candidate at ease. Plus, you’ll save your team rounds of back-and-forth with your future employee.

Plus, you’ll be one step closer to sealing the deal, adding a stellar new employee to your team.

No matter what you do for a living, you deal with all kinds of risks daily — whether it’s operational hiccups, financial uncertainty, or potential reputation hits.

But it’s the unexpected curveballs you don’t see coming, like a sudden cybersecurity breach or equipment failure, that really shake things up.

Trust me; I’ve been there.

That’s where a risk assessment comes in.

With it, I can spot, analyze, and prioritize risks before they turn into full-blown problems. I can get ahead of the game, so that when the unexpected strikes, I already have a plan in place to keep things under control.

In this guide, I’ll share tips for running a risk assessment in five easy steps. I’ll also feature a customizable template to help you sharpen your decision-making.

Table of Contents

• What is a risk assessment?
• Purpose and Benefits of Risk Assessments
• When should you conduct a risk assessment?
• Types of Risk Assessments
• How to Conduct a Risk Assessment for Your Business
• Free Risk Assessment Template

What is a risk assessment?

A risk assessment is a step-by-step process used to identify, evaluate, and prioritize potential risks to a business’s operations, safety, or reputation.

It helps businesses understand the threats they face and determine how best to manage or reduce those risks.

The risk assessment process involves identifying hazards, assessing how likely they are to occur, and evaluating their potential impact.

With this information, businesses can allocate resources effectively and take proactive measures to avoid disruptions or accidents.

Purpose and Benefits of Risk Assessments

At its core, a risk assessment is all about identifying potential hazards and understanding the risks they pose to people — whether they’re employees, contractors, or even the public.

By doing a deep dive into these risks, I can take action to either get rid of them or minimize them, creating a much safer environment. And sure, there’s the legal side — many industries require it — but beyond that, it’s about proactively looking out for the health and safety of everyone involved.

It‘s important to note how crucial risk assessments are for staying compliant with regulations. Many industries require businesses to conduct and update these assessments regularly to meet health and safety standards.

But compliance is only one side of the coin. Risk assessments also show the company genuinely cares about its employees’ well-being.

Benefits of Risk Assessments

Think of a risk assessment template as your business’s trusty blueprint for spotting trouble before it strikes. Here’s how it helps.

Awareness

Risk assessments shine a light on the risks lurking in your organization, turning risk awareness into second nature for everyone. It’s like flipping a switch — suddenly, safety is a shared responsibility.

I’ve seen firsthand how, when people feel confident enough to call out risks, safety compliance just clicks into place. That’s when you know the whole team is looking out for each other.

Measurement

With a risk assessment, I can weigh the likelihood and impact of each hazard, so I’m not shooting in the dark. For instance, if I find that one task is particularly risky, I can change up procedures or workflows to bring that risk down.

Results

The real magic happens when you act on your findings. By catching risks early, I can prevent different types of crises like machine breakdowns or workplace accidents — things that can quickly spiral out of control.

Not only does this safeguard employees and minimize the fallout from those risks, but it also spares your organization from costly legal troubles or compensation claims.

When should you conduct a risk assessment?

Here are the most relevant scenarios for conducting a risk assessment.

Before Introducing New Processes or Products

If I’m launching a new product or service, I’d want to assess all the potential risks involved. This could include safety risks for employees, financial risks if the product doesn’t perform as expected, or even supply chain risks.

For example, as a manufacturer, you might evaluate the risks of new machinery affecting production lines​.

After Major Incidents

If something goes wrong, like a data breach or an equipment failure, a risk assessment again comes in handy. I can better understand what went wrong and how to prevent it from happening again.

For example, after a data breach, an IT risk assessment could reveal vulnerabilities​ and help bolster defenses​.

To Meet Regulatory Requirements

Staying compliant with industry regulations is another big motivator. In industries like healthcare or finance, this could mean avoiding hefty penalties or fines.

Compliance frameworks like HIPAA risk assessment in healthcare or OSHA for workplace safety make regular risk assessments a must​.

When Adopting New Technologies

Integrating new technologies, such as IT systems or machinery, can introduce new risks. I recommend conducting a risk assessment to identify any potential cybersecurity or operational risks.

Without this, your business could be exposed to new vulnerabilities​.

When Expanding Operations

Whenever expanding into new markets, it’s essential to assess potential risks, especially when dealing with different local regulations or supply chains.

Financial institutions, for example, assess credit and market risks when they expand internationally​.

Pro tip: Don’t wait for problems to arise — schedule regular risk assessments, either annually or bi-annually. This keeps you ahead of potential hazards and ensures you’re constantly improving safety measures.

Types of Risk Assessments

When conducting a risk assessment, the method you choose depends on the task, environment, and the data you have on hand. Different situations call for different approaches.

Here are the top ones.

1. Qualitative Risk Assessment

This assessment is suitable when you need a quick judgment based on your observations.

No hard numbers here — just categorizing risks as “low,” “medium,” or “high.” It’s perfect for when you don’t have detailed data and need to make a call based on experience.

For example, when assessing an office environment, like noticing employees struggling with poor chair ergonomics, I should label that a “medium” risk. Sure, it impacts productivity, but it’s not life-threatening.

It’s a simple approach that works well for everyday scenarios.

2. Quantitative Risk Assessment

When you have access to solid data, like historical incident reports or failure rates, go for a quantitative risk assessment.

Here, you’ll assign numbers to both the likelihood of a risk and the potential damage it could cause. This makes the assessment a more precise way of evaluating risk, especially for industries like finance or large-scale projects.

Take, for instance, a machine that breaks down every 1,000 hours, costing $10,000 each time. With this assessment, I can calculate expected annual costs and decide if it’s smarter to invest in better maintenance or just get a new machine.

3. Semi-Quantitative Risk Assessment

This is a blend of the first two.

In this risk assessment method, you assign numerical values to risks but still categorize the outcome as “high” or “low.” It gives you a bit more accuracy without diving into full-blown data analysis.

At HubSpot, leadership used this when relocating an office. The team couldn’t exactly quantify the stress employees would feel.

By assigning scores (like 3/5 for impact and 2/5 for likelihood), leaders got a clearer picture of what to tackle first — like improving communication to ease the transition.

4. Generic Risk Assessment

A generic risk assessment addresses common hazards that apply across multiple environments.

It’s best for routine or low-risk tasks, such as manual handling or standard office work. As the risks are well-known and unlikely to change, you don’t have to start from scratch every time.

When dealing with manual handling tasks in an office, for example, the risks are pretty standard. But you must always stay flexible, ready to tweak your approach if something unexpected comes up.

5. Site-Specific Risk Assessment

A site-specific risk assessment focuses on hazards unique to a particular location or project.

For example, if you‘re evaluating a chemical plant, for instance, don’t just rely on generic templates. Instead, consider the specifics: the chemicals used, the ventilation, the layout — everything unique to that site.

By doing this, you can address unique hazards and often high-risk environments, like suggesting better spill containment measures or retraining employees on safety procedures.

6. Task-Based Risk Assessment

In a task-based risk assessment, focus on specific jobs and the risks that come with them. This is ideal for industries like construction or manufacturing, where different tasks (e.g., operating a crane vs. welding) come with varying risks.

As each task gets its own tailored assessment, don’t miss the unique dangers each one brings.

How to Conduct a Risk Assessment for Your Business

When I need to run a risk assessment, I like to rely on a handy guide. Here’s a more comprehensive look at each step of the process.

1. Identify the hazards.

When identifying hazards, I try to get multiple perspectives so that I don’t miss any hidden risks.

Here’s how I go about it:

• Talking to my team. Since my team is the one dealing with hazards daily, their insights are invaluable, especially for identifying risks that aren’t immediately obvious.
• Checking past incidents. I review old accident logs or near-misses. Often, patterns emerge that highlight risks I may not have considered before.
• Following industry standards. If you work in certain industries, OSHA guidelines or other relevant regulations provide a solid framework to help spot hazards you might otherwise overlook.
• Considering remote and non-routine activities. I make sure to assess risks for remote workers or non-regular activities, like maintenance or repairs, which can introduce new hazards.

For example, during a system audit, I might identify obvious risks like unsecured servers or outdated software.

However, I must also consider hidden risks, such as unsecured Wi-Fi networks that remote employees might use, potentially exposing sensitive data.

Reviewing past incident reports, like past phishing attempts or data breaches, may reveal both technical and human-related vulnerabilities.

By taking all these factors into account, you can better protect your data and keep operations running smoothly.

2. Determine who might be harmed and how.

In this step, I widen my focus beyond just employees to include anyone who might interact with my daily operations. This includes:

• Visitors, contractors, and the public. That includes anyone who interacts with operations, even indirectly, is considered. For instance, construction dust on-site could harm passersby or visitors.
• Vulnerable groups. Certain people — like pregnant workers or those with medical conditions — might have heightened sensitivities to specific hazards.

Take the unsecured server example mentioned earlier. IT staff might be aware of the risks, but I also need to consider non-technical employees who might not recognize phishing emails.

3. Evaluate the risks and decide on precautions.

As I evaluate risks, I focus on two main factors: how likely something is to happen and how severe the impact could be.

• Use a risk matrix. The risk matrix isn’t just a tool to categorize risks but a strategic guide to help me decide which business risks need action now and which can wait. I focus first on high-probability, high-impact risks that need immediate action, and then work my way down to those that can wait.

• Determine the root causes. Next, I want to understand why a risk exists — whether it’s outdated software, lack of cybersecurity training, or weak password policies. This will help me address the issue at its core and create better solutions. Consider using a root cause analysis template to help you systematically capture details, prioritize issues, and develop targeted solutions.
• Follow the control hierarchy. The hierarchy of controls provides a structured approach to managing hazards. My first priority is always to eliminate the risk, like disabling unused access points. If that’s not possible, I implement network segmentation, multi-factor authentication, or encryption before relying on user training as a last line of defense.

For example, when dealing with phishing risks, frequent incidents and inconsistent training were the main concerns. To mitigate them, I could start by providing more robust training and enforcing multi-factor authentication. I could implement email filtering tools to reduce phishing emails.

If that’s not an option, I can improve response protocols. Incident response plans would provide additional protection.

4. Record key findings.

At this stage, it’s time to document everything: the risks identified, who’s at risk, and the measures put in place to control them. This is especially crucial if you’re operating in a regulated industry where audits are a possibility.

Here’s how to lay out the documentation based on our earlier example.

• Hazards identified: Phishing attempts, unsecured servers, data breach risks.
• Who is at risk: Employees, customers, third-party vendors.
• Precautions: Multi-factor authentication, email filters, encryption, regular cybersecurity training.

Pro tip: Digitize these records and include photos of the relevant areas and equipment. This will keep you compliant with regulations while also doubling as an excellent risk assessment training resource for new employees. Plus, it ensures everyone can access the information when needed.

5. Review and update the assessment.

Risk assessments aren’t a “set it and forget it” thing. That‘s why I recommend reviewing your assessment plan every six months — or whenever there’s a significant change.

Here’s how to approach it:

• Trigger a review with changes. Whether it’s new equipment, new hires, or regulatory updates, any major shift calls for a reassessment. For example, after upgrading a cutting machine, I can immediately revisit the risks to address updated training needs and potential software issues.
• Incorporate ongoing feedback. Employee input and regular audits play a huge role in keeping assessments up to date. By maintaining open communication, you can spot new risks early and ensure existing safety measures remain effective.

Free Risk Assessment Template

Need a quick, easy way to evaluate different risks — like financial or safety risk? HubSpot’s got you covered with a free risk assessment template that helps you outline steps to reduce or eliminate those risks.

Here’s what our template offers:

• Company name, person responsible, and assessment date.
• Risk type (financial, operational, reputational, human safety, etc.).
• Risk description and source.
• Risk matrix with severity levels.
• Actions to reduce risks.
• Approving official.
• Comments.

Grab this customizable template to assess potential risks, gauge their impact, and take proactive steps to minimize damage before it happens. Simple, effective, and to the point!

Take Control of Your Workplace

Effective risk assessment isn’t just about ticking a compliance box—it’s a proactive way to keep your business and employees safe from avoidable hazards.

Always start by identifying specific risks, whether they‘re tied to a particular site or task. Once you’ve got those, prioritize them using tools like a risk assessment matrix or a semi-quantitative assessment to make sure you’re tackling the most pressing issues first. And remember, it’s not a one-and-done thing—regular reviews and updates are crucial as your business evolves.

Plus, with HubSpot’s free risk assessment template on hand, you’ll always have a strong foundation to stay one step ahead of any potential risks.

It’s been 53 days since Hurricane Helene devastated my hometown of Asheville, but I’m going to level with you: I showered in a FEMA trailer this morning, so it’s still really hard to care about send rates and conversion optimization.

Lucky for you and me (and my editorial calendar), I found a story that I do care about. And my sense of humor is still (mostly) intact.

It’s a story of cleverness and kindness. A story about how one business owner used her clout to help her community. And a story about how your brand can do the same, should you find yourself in the middle of a crisis.

And don’t worry: we’ll also check out examples of how businesses of different sizes chipped in, so there’s plenty for you SMBs and enterprise marketers, too.

Making Magic in a Time of Trouble

Charla Schlueter sits in front of me meticulously shuffling a deck of Magic the Gathering cards. Yet each time the door beside us opens, she greets each newcomer with a smile and their first name.

Schlueter’s the owner and operator of Gamers’ Haunt, a little game shop in Asheville, North Carolina. Since the hurricane hit, my son and I have been visiting weekly in search of something the shop gives away for free: normalcy.

But we’re not actually in Gamers’ Haunt. Not properly. We’re seated in the two-room kung fu studio that’s graciously allowed Schlueter to host a makeshift shop after a maple tree rudely inserted itself into her roof during the hurricane.

Image Source

Despite the change in venue, the studio is packed wall-to-wall with Schlueter’s regular customers. It’s game night and the turnout is high. They’re here for a bit of normalcy, too, but they’re also here to support Schlueter and her team.

This is the kind of community your social media director would commit crimes to have. It’s fiercely loyal and consistently engaged. And it’s anchored by Schlueter’s unflagging friendliness.

Her friendliness is belied by only two things: The way she absolutely annihilates my 9-year-old kid in Magic. And the shrewdness with which she leverages her business influence to help this community.

A Stormy Surprise

We each draw seven cards and begin trading stories about how the hurricane flipped everything on its head.

“After the storm, I did my best to try to track down as many customers as I could to see how they were doing and make sure that they were good,” Schlueter tells me while arranging her hand.

During one such check-in, she and her crew helped a customer clear wreckage from his flooded home.

“We go to his room, and it’s all covered in mud because the whole house was submerged,” she says. Yet among the silt and sludge, there was a surprise: The cards he’d bought from Gamers’ Haunt had survived. The boxes they were stored in, designed to protect against casual wear and tear, were apparently also disaster-proof.

“Sure enough, we open up the Boulder boxes, and they’re totally fine.”

To spread a bit of levity during a tough time, Schlueter shared the discovery on the Gamers’ Haunt Facebook page. That’s when the brand behind the boxes took notice.

Schlueter lays down a card.

“Once I posted about it, Ultimate Guard reached out to me and was like ‘Oh, that’s incredible. Do you mind if we share this?’ And I said ‘Absolutely!’”

She turns the card sideways to signal her attack.

“As long as you’ll share my customer’s GoFundMe with it,” she grins.

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If I have enough, I’m good.

Ultimate Guard agreed to share the customer’s GoFundMe with their audience — about 10 times the people that Gamers’ Haunt could otherwise reach. (As a bonus, they also sent some free swag to both the customer and the shop.)

I asked Schlueter why she didn’t request that they share her own GoFundMe. After all, the shop had to be gutted after the tree hole let the hurricane in without asking.

“I’ve always had this motto, ‘If I have enough, I’m good,’” Schlueter says. “At this point, the community had risen up and done a lot of wonderful stuff for my business.”

To that end, the shop’s own GoFundMe had reached its original goal in just over two days. And the community gave her more than just financial support.

“It was unbelievable. Six people brought tables and chairs. I had hordes of people come help me get inventory out of the shop when it was still flooding. I can’t even name the number of customers who came and helped me.”

So, why did the community rise up for them? Maybe it’s because all of the employees know them by name. Maybe it’s because the shop is run by the kind of people who shovel mud for casual acquaintances.

Schlueter thinks it’s something deeper.

“It sounds corny, but I very strongly believe that if you take care of a community, it will take care of you. And the hurricane proved me right.”

Takeaways from a Typhoon

I recognize that building a community is a different exercise for a mom-and-pop shop, but if you zoom out, there are lessons here for brands of any size.

I sincerely hope you never need these lessons, but you should consider them before a crisis hits.

1. Take care of your community.

When disaster strikes, it’s okay to worry about your own business. Put your own oxygen mask on first. But once you’re safe, your next thought should be your community.

Following the storm, Schlueter and her team created free decks of Magic cards for people who lost theirs during the storm.

And while that’s a kind thing to do on an individual level, it isn’t just about replacing material goods. Without their cards, community members can’t join in on the weekly games.

“If you lose your Magic deck, you lose your community. So I think there’s a lot more tied to it than just belongings.”

2. Use what you have at hand.

As a business owner, Schlueter had the attention of a supplier, which she leveraged to bring wider awareness to her community’s needs.

That’s what she happened to have at hand. Your business may have different resources.

When local restaurants Blunt Pretzels and Bear’s Smokehouse had to shut down normal operations following the storm, they could have just closed their doors. Instead, they partnered with World Central Kitchen to use their kitchen space to offer free hot meals to the community.

Highland Brewing’s main resource was an abundance of space, which they offered up to relief organizations like Beloved Asheville, World Central Kitchen, and Wine To Water. These organizations used the brewery as both a central hub and a storage area for the massive amount of supplies needed.

3. Patronage is a resource, too.

Don’t forget that the money you spend (on daily operations, relief efforts, or even your own recovery) can also be a form of relief.

When Red Fiddle Vittles and Mother Earth Food began offering fresh-cooked meals to shelters, they sourced the ingredients from local farmers. That support means the world to small businesses that may have lost their ability to support themselves.

4. You don’t have to fix it all.

In the aftermath of a crisis, the scope of what needs to be addressed can feel overwhelming to those who want to help.

Take a deep breath. You don’t have to fix everything. Find an area that you can address and focus on that.

When our schools were shut down for several weeks, kids needed something to occupy their time. (Keep in mind, we also had no electricity during those weeks.)

Comic Envy, a local favorite comic shop, responded by offering a sale on children’s books and comics.

As the parent of a 9-year-old, I can tell you that the sale was deeply appreciated.

5. Don’t treat it like a campaign.

Throughout October, a community care station with showers, laundry machines, and potable water was set up in the parking lot of a nearby grocery store.

It was quietly paid for by Pratt & Whitney, an aerospace company with a manufacturing plant in Asheville. There were no signs announcing this. No banners stating that it was proudly sponsored. No brand awareness was being generated.

But word gets around. And locals remember these things.

How You Can Help

While Western North Carolina has fallen out of the news cycle, we’re still very much in need of your attention.

In the days and weeks immediately following the hurricane, an outpouring of food, water, clothing, medicine, and love helped us to simply survive.

But as we transition from survival to recovery, the kind of help we need is transitioning, too.

The resource I happen to have at hand is a newsletter and a blog, with a big audience full of beautiful people like you. So I’ve loaded this article with links to incredible local brands that could use your support. If you find yourself moved to help, consider clicking a link and checking out what they’ve got to offer.

When I graduated with a marketing degree over a decade ago, I hit the scene thinking that marketing would always be its own thing. Something like “holistic marketing” seemed unnecessary to me. Marketers had their swim lane; I’d stick to mine.

Now, when I lecture marketing students at my alma mater, I couldn’t imagine not thinking holistically about marketing. The marketing function keeps expanding, as Deloitte’s Spring 2024 CMO Survey affirmed. And marketing must help other departments and the entire company accomplish its goals and objectives.

That’s one of many benefits holistic marketing offers. When we free marketing from swim lanes, we invite others to participate and own marketing’s principles and outcomes. Marketing then becomes a guide, directing customers, partners, and employees into a comprehensive, unified brand experience.

But first, you must understand holistic marketing’s history, application, and implications. Let’s chat about how this approach can help you accomplish more with your campaigns.

Table of Contents

• What is holistic marketing?
• Benefits of Holistic Marketing
• How to Apply a Holistic Marketing Approach
• 3 Tips for a Strong Holistic Marketing Strategy

For a long time, companies divided operations into discrete business units. Marketing, sales, customer support, product development: each department was accountable to the company in total but operated within their own walls.

But those departmental lines have been blurring, with marketing at the forefront of this process. No doubt many of you are familiar with the clarion call to align sales and marketing into smarketing.

But, other departments are leaning on marketing to help them:

• Attract more prospects.
• Inform and educate potential customers.
• Entice customers to renew and upgrade.
• Provide a consistent, high-quality customer experience.

Central to these needs? Serving the customer. And the key to “holistic marketing” lies in understanding how you, as a marketing leader, can influence the way your entire company interacts with customers.

The term “holistic marketing” gained popularity mainly from the efforts of esteemed marketing professor Philip Kotler (often referred to as “The Father of Modern Marketing”). He defines it as “shaping an experience for the customer that goes beyond the product.”

Kotler further defines holistic marketing’s key pillars:

• Internal marketing that gets everybody — from the intern to the CEO — embracing marketing principles.
• Integrated marketing that uses many channels and creative outlets to communicate your value proposition.
• Relationship marketing that champions your customers and marketing partners.
• Performance marketing that analyzes returns on marketing investment and contextualizes marketing activities amid legal, ethical, social, and environmental factors.

In this vein, you see how holistic marketing is part of the customer experience (CX) a company delivers. CX’s purview is the overall experience a customer has with a brand. A holistic marketing strategy focuses more on how marketing activities influence that experience.

What does holistic marketing look like in practice?

To answer this question, I talked with Allison Nordenbrock Brown, founder of Norden Marketing. She provides fractional CMO services to B2B technology and professional services companies.

“I would define holistic marketing as an approach that takes all potential marketing channels into consideration,” she said. “Instead of deeply focusing on one channel because it‘s ‘what’s been done,’ holistic marketers instead consider how all of these channels have performed historically within the company to guide future direction.”

Those potential marketing channels cover any place that could influence a customer’s brand perception, including:

• Traditional marketing like TV, radio, out-of-home advertising.
• Digital marketing like SEO, email, and social media.
• PR and earned media.
• Direct sales conversations and promotions.
• Customer support like call centers, chatbots, and social media support.
• Experiential and event marketing.
• Corporate social responsibility efforts.
• Internal marketing to employees.

Consider a brand like Apple from this holistic perspective. Maybe you bought an iPhone recently. No doubt you saw an ad on TV or reviewed a landing page through a sponsored link — that’s certainly marketing’s work.

But, what happens after buying the device?

Every post-purchase event also falls under Apple’s marketing umbrella. From the design of the device unpacking process to offering in-store Genius Bars for support, you can feel Apple’s brand. It’s a uniform, seamless brand experience. That’s the feeling you’re trying to emulate with a holistic marketing approach.

Benefits of Holistic Marketing

Look how many avenues marketers have to think about in a holistic marketing approach. Is all that work worth it? Let’s investigate holistic marketing’s benefits.

Improves Customer Experience

Customers crave a seamless experience like Apple provides. And they notice when you don’t deliver.

Salesforce’s latest State of the Connected Customer report found that “79% of customers expect consistent interactions across departments, yet 55% say it generally feels like they’re communicating with separate departments rather than one company.”

A well-executed holistic marketing approach helps companies deliver a uniform brand experience. With a defined core message and approach shared across every business function, every customer receives an experience that accurately reflects your company.

Increases Company Revenue

Naturally, better customer experiences likely mean customers want to stay and spend more with you. The uniform brand presence a la Apple can help you generate more revenue. Brand management tool Marq found that “consistent brand presentation across all platforms can increase revenues by up to 23%.”

Increases Internal Team Effectiveness

A holistic approach offers significant internal benefits, too. Brown offers an example familiar to any marketer: sales asking marketing to quickly spin up a new deck to wow a large prospect.

In a traditional marketing setup, “marketing is annoyed,” says Brown. “They already made a deck. Why is this an emergency now? They become overwhelmed and frustrated that they didn‘t know about this need sooner. Why isn’t the existing deck good enough?”

Holistic marketing allows marketers to operate more proactively. With this approach, marketing can communicate with sales, take ownership, and get things done.

“In a holistic marketing department, sales and marketing meet on a regular basis and talk about their goals and activities,” says Brown.

“Sales is targeting more large enterprise clients. Marketing asks about their needs in advance. Sales shares that the current deck isn’t resonating as well with enterprise prospects. Sales and marketing develop a deck together while sales and ramping up their efforts. Once sales land a meeting, the deck is ready to go, and everyone is less stressed.”

How to Apply a Holistic Marketing Approach

Whether you’re a one-person marketing team or run marketing for a global enterprise, you can benefit from adopting a more holistic approach. How do you get started?

1. Set your goals and high-level strategy.

Before you dive into developing an incredible, highly detailed holistic marketing plan, ponder the basics:

• What do you want to accomplish?
• What do you expect to need to do that?
• Who should be in your corner to do it?
• How do you think you’ll integrate everything?

Write a memo to yourself detailing answers to these questions. You want to build buy-in before investing considerable time and resources into holistic marketing.

Create the high-level roadmap to achieve your goal, which will help others see the direction you want and where they can support you.

2. Align internal teams.

With a brief in hand, start building consensus among other departments. Sales is your first and most important champion. They benefit the most from your holistic approach, and you’ll want them on your team.

Just like how a salesperson builds a logical and emotional case for their prospects, you should approach them similarly. Demonstrate why they should care about a holistic approach. Find case studies and examples from other companies.

Lean on the benefits this will offer customers (and those prospects sales wants to close). It’s not about making marketing better; it’s about how marketing can make everybody better.

After convincing sales, consider other customer-facing departments like customer support or product development and design. Invite teams who influence how customers experience your company’s product or service.

3. Determine details like messaging, channels, and SOPs.

With buy-in on the plan’s goals and high-level strategy, you can then develop the details to bulk up your holistic marketing approach.

Within your plan, establish:

• Goals, objectives, and metrics.
• Core customer-centric messaging.
• Brand voice, tone, and style guides.
• Channels to use to manage customer relationships.
• Standard operating procedures (SOPs) on how to run holistic marketing campaigns.
• Clear lines of accountability and authority (consider building a RASCI matrix).

Pro tip: Make sure your messaging reflects your authentic voice. Customers can sniff out a phony. Social content marketing firm Stackla reports that “88% of consumers say authenticity is important when deciding which brands they like and support.”

Provide enough details so that your non-marketing peers can embrace marketing’s principles and act accordingly. For instance, user- or employee-generated content can be especially valuable in providing the authenticity customers crave.

A clear guide can help employees produce great content — and help you avoid mishaps like Chick-fil-A’s treatment of its employee whose food videos went viral on TikTok.

4. Monitor metrics and adjust.

Remember, a holistic marketing strategy touches upon more than a traditional strategy does. Accordingly, you’ll need to track more than the typical sets of metrics. Additional KPIs worth tracking include:

• Customer satisfaction.
• Brand awareness.
• Employee engagement.

These data points are more qualitative; get creative in how you gather and use these data. For instance, use post-purchase engagement surveys to determine Net Promoter Scores (NPS). This will help you benchmark customer engagement and track qualitative progress.

If you want extra help completing your plan’s details, check out HubSpot’s guide to building a high-quality marketing strategy and plan.

3 Tips for a Strong Holistic Marketing Strategy

You’ve seen holistic marketing’s benefits, and you’re working to integrate marketing operations and engage other departments.

As you execute strategy and build your coalition, Brown offers a few tips to nail this significant operational overhaul.

1. Question everything.

A holistic marketing strategy takes a broader way of thinking to execute well. You have to look past the regular channels, spot unorthodox opportunities, and act upon them. As a result, marketers cannot sit back and go with the status quo.

“Traditional marketing departments will often get stuck in a loop of ‘this is how it‘s always been, this is what we’ve always done,” Brown said.

“But, holistic marketers look at the marketing strategy from a lens of ‘Should we be doing this?’ and ‘Is this driving the right outcomes for our company?’ When your approach becomes holistic, you’ll take your marketing efforts from reactive to proactive.”

2. Always be communicating.

Building something new requires getting everyone bought into the concept and excited about potential outcomes. It’s a question of relationships within your company. And like growing any relationship, communication is key.

As marketing takes a more holistic approach, Brown reminds you to keep everyone apprised of progress.

“By communicating that marketing is testing multiple channels to determine how they can all work together simultaneously, departments will be more understanding when marketing is no longer as reactive to their needs,” she said. “Their needs are already being met with proactive planning and communication.”

3. Track a unified goal.

Holistic marketing generates lots of data, and it’s tricky to help everyone remember the most important insights.

UX designers may recognize this challenge as Miller’s Law: Longstanding research shows most people can hold about seven pieces of information in their minds at once. UX designers have tried many ways to circumvent this limitation, such as “chunking” content to make it digestible and memorable.

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Like designers, marketers need to chunk data into high-level, manageable insights. Cross-department communication gets complicated quickly.

Marketers should take the lead and focus teams’ attention on what’s most important with a unified goal.

Brown agrees with this strategy. “All channels should still be measured individually, but a successful holistic strategy will move the needle for the unified goal,” she said. “That goal should be understood across all departments. Whether it’s to grow recurring revenue in a single line of business, or drive new subscribers, a holistic strategy will drive toward the unifying goal from all angles.”

Pro tip: Use HubSpot’s marketing plan template to lay the foundation for your holistic marketing approach. You’ll receive templates to set your strategies, channels, and technology.

Take Proactive Steps to Incorporate Holistic Marketing

Consumers are picky about their brand relationships. If they don’t find what they’re looking for with you, they’ll go elsewhere. And the best brands that consumers stay with offer a fulfilling, seamless brand experience.

I teach marketing students about marketing’s discrete operations like email, social media, and direct marketing. But, the successful future marketer will need to not only think holistically but also develop cross-department relationships to grow marketing’s influence.

A holistic marketing approach can help you tap into the various resources scattered throughout your organization.

With a proactive mindset, deep appreciation of your customers, and strong interdepartmental relationships, you can bake a clear vision into every marketing campaign and accomplish unified organizational goals.