Categories B2B

The Rise of Free SaaS Tools as Lead Magnets (& How Marketers Can Take Advantage)

As Wiz’s Head of Marketing Tom Orbach says, “Mini tools are 10x more powerful than free trials.

For the last 20 years, tech marketers have been giving away e-books and PDFs. I think Orbach would agree that this era is coming to an end.

Download Now: Free State of Marketing Report [Updated for 2024]

Thanks to AI, no-code, and outsourcing, the smartest tech marketers are now giving away mini software tools … entirely for free.

This is something I like to call ‘free tool marketing.’

Here’s how it works.

What is free tool marketing?

In MBA speak, free tools are referred to as ‘loss leaders.’ A loss leader is a free-ish mini product that gets customers to buy a bigger product.

For a perfume company, it might be a free sample of perfume at the mall. For my hometown gas station, Wawa, it was free coffee every Tuesday in 2024. Now, in tech, the norm is to give away free tools to get you in the door for paid ones.

But how do you figure out which mini tool(s) to build?

There are two main ways:

1. Look for low-difficulty, high-volume keywords.

The goal here is to snag a little bit of traffic that may be interested in your paid software.

You’re not gonna rank for your niche’s main keyword overnight, but mini tools are like mini bets. Each mini tool gives you a better shot at ranking higher for your most important main keywords.

Use tools like Ahrefs to find keywords that are low-difficulty keywords with a KD around 0-5 with as high volume as possible. Even as low as 1,000 searches/month is good to start.

For example, the keyword ‘social media manager jobs‘ has a keyword difficulty of 0 and 7,200 searches per month. If you’re an AI resume writing tool or a hiring platform like Indeed, you could spin up a free AI resume writing tool specifically for social media managers looking for jobs.

Here’s another example: The keyword ‘Instagram giveaway template’ has a keyword difficulty of 5 and 500 searches per month.

If you’re an image creation platform like Canva or an ad agency that helps brands do Instagram giveaways, you could create a free AI Instagram giveaway template generator using something like OpenAI’s DALL-E model or Midjourney.

2. Look within your product for features that could be free tools.

Do you have any existing features that could be free tools?

For example, if you’re a personal finance app, maybe it’s a compound interest calculator. Or if you’re a video editing software, maybe it’s a free video resizer. The options are endless.

Pro tip: Obviously, don’t give away all your software’s secret sauce. But most times, you’ll be able to find at least one feature to offer at no cost.

What This Looks Like in Practice

Let’s use me as an example.

I run a meme marketing software called Memelord Technologies.

Late one night, I couldn’t sleep. So, I did some deep digging for keywords on Ahrefs and saw that the keyword ‘meme png’ was low-difficulty and high-volume (0 keyword difficulty and 4,000 searches per month!).

I already built an AI background removal tool for memes, so I took that feature and spun up a Free Meme PNG Maker It’s the exact same feature — just given away for free.

And sure, I’m paying a little bit of API fees every time someone uses the tool, but I’m already seeing signups from it for free (and with zero promotion!).

free tool marketing example, free meme png maker

Source

Here’s another personal example.

I also saw that the keyword ‘marketing memes’ was both low in keyword difficulty and relatively high in search volume (2 keyword difficulty and 1,200 searches/month).

So, what did I do? I created a tool for marketers to get inspiration for memes: a basic no-code, searchable, filterable gallery of marketing meme examples.

Like the meme PNG creator, I’m already seeing signups from this free tool using just straight SEO — no promotion required.

But I’m not the only example out there.

Newsletter platform Beehiiv launched a free LTV calculator to calculate the lifetime value of your subscribers. HubSpot has a free AI search grader that helps you evaluate your brand performance in AI search results. Wiz launched a free QR code generator.

And I have good news: You don’t need to be a VC-backed business or a big brand to build free tools.

How Marketers Can Get Started

I’m a bootstrapped scrappy founder building free tools, and I first learned about this marketing tactic when I was Head of Growth at Product Hunt.

I saw these crazy solo founders, and I realized you don’t need to have a million-dollar budget anymore to build free software. (In fact, it may even be easier for solo hackers and startups because there’s less oversight, little to no bureaucracy, and minimal need to prove definite ROI.)

Marc Lou is one such solo software founder and huge advocate of free tools.

“I am a developer, and I love building apps,” he explains. “But I also need marketing to pay the bills. Free tool marketing is symbiosis. It consists of launching free and viral mini-apps to promote your main startup.”

free tool marketing example, tweet announcing Marc Lou’s free logo makerSource

Lou recommends the following guidelines for the best results:

  1. The tool must be free — that’s how you create a viral loop.
  2. One feature is enough. It must be super simple.
  3. The name should tell exactly what the tool does. That’s how people remember and search on Google.
  4. The experience must start on the homepage. Visitors shouldn’t sign up or click links.

Matt Merrick is another solo hacker building free tools.

“Over the years, I’ve built over 100 free tools. And every time, I’m amazed by how well they perform,” Matt told me via DMs on X.

“The process is simple: I start with a keyword related to the site I’m working on (like ‘color’) and ask ChatGPT for free tool ideas around it. I only target low-competition, high-search-volume keywords to rank fast and drive traffic.

Free tools naturally attract views, backlinks, and domain authority. My site Niche Tools has 20+ free tools on it and is starting to rank bringing in free sales.”

Merrick dedicated his entire career to free tool marketing.

Why?

Because we are entering the era of free tool marketing.

Free e-books are so 2010s. The 2020s and beyond are all about free software.

So, let me ask you: What free tools can you build?

Think about it for a minute. Take a minute to look through your product for free feature ideas. Head over to Ahrefs’ keyword generator (another free tool) to optimize for search.

Then, grab a Red Bull, go build some free tools, and launch ‘em!

Categories B2B

7 Soft Skills You Need to Achieve Career Growth (+ 3 Extra Skills)

I’m a former NBCUniversal Page, and I will always remember how thorough the application and interview process for the program was.

Most importantly, it taught me a valuable lesson: soft skills can be equally as — if not more coveted — than hard skills.

Download Now: 5 Free Skill Development Templates

In my experience, soft skills development is seen as a sign of metamorphosis. While hard skills are essential, they’re also typically mandatory for a role. On the other hand, soft skills require more intrinsic motivation and long-term change.

I owe a great deal of my career growth to developing and adapting my soft skills, so read on for my best tips and practices.

Table of Contents

Soft skills can be taught, but they‘re less straightforward than more technical capabilities. Hard skills are the specific qualities that can be clearly defined, measured, and taught for success in a job.

With hard skills, I can learn advanced techniques and methods that yield measurable results. They can even be tied directly to the business’s bottom line.

But when it comes to soft skills — things like small talk, empathy, and flexibility — they‘re not an exact science. However, they’re just as impactful.

I need hard skills to land a job but soft skills to progress in my career. So, I’ve rounded up a list of the soft skills most critical to building a successful career — and how to acquire them. But first, I’ll share why soft skills matter.

Why are soft skills important?

1. They prove a readiness for a promotion.

Soft skills show a willingness to go above and beyond. My managers have always told me that, when considering direct reports for promotions, they look to individuals already displaying traits of the higher role.

As a senior coordinator at Nickelodeon, I won’t always be offered the same opportunities as a manager, senior manager, director, or beyond, which may limit my ability to develop new hard skills. However, I can practice soft skills that indicate I’m ready to tackle more work and be a people leader.

2. They demonstrate situational awareness and flexibility.

Soft skills are unlike hard skills, requiring situational awareness to know when to use which skill. For example, as a freelance blog writer, I know my hard skills include:

  • Technical writing — understanding how to use correct spelling, proper grammar, and appropriate sentence structure.
  • Use of digital tools — Google Docs for writing and Grammarly for editing.
  • Research — operating search engines, fact-checking, and sourcing statistics and images.

I know I will always need to use those skills to write an effective blog post for HubSpot. However, I flex different soft skills when writing distinct blog posts, depending on the topic, style, length, and parameters.

3. They balance out automation.

What do we humans have to offer in comparison to generative AI? Our passion, creativity, enthusiasm, and personalization. This is why soft skills are so essential in the workplace. They humanize our work.

I spoke with Roger Lam, senior product marketing manager at LinkedIn, who agreed.

“While generative AI and other hard skills are all the rage these days, it’s becoming even more important to develop soft skills in parallel. As manual, repetitive tasks get automated by technology, workers will have more time to partner with real people on more strategic and relational work,” Lam says.

Skills like work ethic and growth mindset are inherent to being human. My passion for my work and desire to keep growing, learning, and getting results are ways I can set myself apart from AI.

4. They are a good judge of character.

Many soft skills are inherently tied to the type of person I am. While hard skills indicate talent, experience, and expertise, certain soft skills are a telltale sign that I will be a good person to have on the team.

For instance, exhibiting soft skills like emotional intelligence, collaboration, and active listening aren’t just nice-to-haves — they prove I’m here for more than just a job. I will be empathetic to my colleagues, open to working with and learning from them, and respect what they say.

I’ve most successfully adopted soft skills by observing the colleagues and leaders around me and understanding what their presence, opportunities, goals, and successes owe to soft skills.

Then, I can challenge myself to practice similar soft skills to progress.

If you’re wondering what the seven soft skills are that can progress your career, read on.

Soft Skill

Main Characteristics

Learn More

Emotional Intelligence

  • Manage my emotions
  • Recognize others’ emotions
  • Build relationships
  • Practice empathy

How To Improve Emotional Intelligence in Business

Team Player Attitude

  • Collaborate with others
  • Open to other perspectives
  • Contribute to team projects

How To Improve Cross-Team Collaboration

Growth Mindset

  • Believe I have the potential to grow
  • View failures as learning opportunities

Growth vs. Fixed Mindset: Nine Benefits and How To Develop One

Openness to Feedback

  • Welcome developmental input
  • Take accountability
  • Proactively seek feedback

How to Process Negative Feedback Without Triggering a Stress Response [Infographic]

Adaptability

  • Welcome change
  • Be flexible when new responsibilities arise
  • Have a “yes” attitude

How to Become a More Adaptable Leader

Active Listening

  • Listen attentively in meetings
  • Asking clarifying questions
  • Being present when others speak

Active Listening in Sales: The Ultimate Guide

Work Ethic

  • Ask for more work or how I can help
  • Put appropriate time and effort into all tasks
  • Complete tasks with enthusiasm

The Science of Productivity: How to Get More Done in a Day

Strong Communication

  • Able to communicate with people of all levels
  • Eloquently convey ideas
  • Use efficient written communication with the audience in mind

Mastering Professional Communication: The Secret Ingredient of Business Success

Problem-Solving

  • Solve problems under duress
  • Think creatively and innovatively
  • Use logic to make informed decisions

7 Problem-Solving Skills Marketing Managers Need & How to Improve Them

Time Management & Prioritization

  • Build an organized schedule for tasks
  • Prioritize tasks based on deadline and importance
  • Avoid procrastination by remaining productive

Top Time Management Tips for Work

1. Emotional Intelligence

soft skills development

I will always remember one of the questions I was asked in my final NBCUniversal Page Program interview: Name a time when you showed kindness to someone in the workplace.

I had never been asked that situational question before, and it caught me off guard. However, I quickly recovered and recalled a time when I helped cover some of the work for a fellow intern struggling with her course load.

Emotional intelligence is the ability to manage one’s emotions and recognize those of others. It’s made up of five key elements:

  • Social skills.
  • Self-awareness.
  • Self-regulation.
  • Empathy.
  • Motivation.

While I try to emulate these skills in my personal life, they also have significant value in the workplace and boil down to a few abilities:

  • Can I recognize and regulate my emotions and reactions in the workplace?
  • Can I build rapport and positive relationships with other people?
  • Can I empathize with others?

While it may not seem like the most important soft skill, emotional intelligence is actually considered twice as predictive of performance as IQ.

The World Economic Forum 2023 Future of Jobs Report also ranks emotional intelligence as the number one leadership skill since businesses highly prize qualities associated with emotional intelligence.

To drive the message home, here is a quote from Britt Andreatta, CEO of Brain Aware Training.

“Emotional intelligence drives all kinds of indicators you want. There’s some research that shows when you’ve got a … high emotionally intelligent organization, you see that financial performance goes up as a result,” Andreatta says.

2. Team Player Attitude

Growing up, I was always the student who would try to take charge of a group project and offer to attribute the work to the entire group.

I always thought this proved I was a strong leader and hard worker, but it only diminished my ability to work as part of a team.

As I’ve developed in my career, I’ve realized it’s impossible to be a heads-down, solo worker if I want to use my time efficiently and effectively.

By opening myself to support from and collaborating with my amazing teammates, I alleviate some of the pressure on myself and my workload, freeing me up to take on diverse opportunities.

According to the Monster Future of Work: 2021 Outlook survey, employers selected teamwork and collaboration as the second most essential skills in candidates. This makes sense since, regardless of whether you’re an individual contributor like me or a people manager, working with other people is imperative.

Being open to other perspectives in brainstorming meetings and splitting action items on projects shows an ability to work cross-functionally for the betterment of the company.

Operations teams are at the heart of a company, ensuring all teams complete their functions seamlessly. Tools like HubSpot’s Operations Hub enable these teams to work better together even as companies grow.

A unified toolset will help them connect apps, clean and curate customer data, and automate business processes on one central CRM platform to improve team collaboration.

3. Growth Mindset

great soft skills: growth mindset

I’ve been a writer my entire life.

My primary form of writing through childhood was fantasy fiction. Into high school, I began writing more academic papers but kept writing short stories and song lyrics on the side. In college, I embraced writing poetry.

However, when I interned at the HubSpot Blog in 2018, it was my first time signing up to write professionally about real-life topics. With a growth mindset, I took this challenge head-on, rather than worrying I didn’t have the skills and experience to handle the new assignment.

According to Carol Dweck of Stanford University, people with a growth mindset believe they have the potential to continuously grow their talent and skills through perseverance, practice, and learning.

Contrarily, people with a fixed mindset believe they have a fixed amount of talent and skills that can’t be developed or adapted.

I’m the first to admit I don’t always take failure well. However, facing obstacles, challenges, and, yes, failures is an important and unavoidable part of life in any career.

How I choose to handle these situations — either by being discouraged and giving up or by seeing them as learning opportunities — can dictate to my employer whether I can handle higher-level work.

I practice this soft skill by finding situations in my personal and professional life in which I can reframe my response to a setback as optimistic and forward-thinking. Watch Dweck’s TED Talk to learn more about the growth mindset.

HubSpot’s Sales Hub allows teams to implement a growth mindset. It empowers sales teams to be more productive by equipping them with simple tools that deliver fast results and provide important context to improve customer relationships.

This allows teams to see their potential and learn new skills and processes to enhance their work.

4. Openness to Feedback

Speaking of not taking failure well, I also have trouble accepting constructive criticism. It’s not that I don’t think I’ve done anything wrong; I just feel guilty for not doing a perfect job and fixate on the negative feedback.

This has been one of the soft skills I’ve had to work the hardest on, as I know being open to receiving development feedback is critical to success at a job — especially a new one. It shows my desire to become the best team member I can be, which is an ongoing process.

Reacting defensively or with dejection is counterproductive. I always remind myself that when a manager gives me constructive feedback, it’s a good sign. It means they see my potential and want to help me get there.

I like to get ahead of feedback by regularly and directly asking for it, rather than waiting for it to come to me. This shows I’m passionate about addressing my shortcomings and improving my performance, and it makes it easier to swallow negative feedback when I’m mentally prepared for it.

5. Adaptability

Like many of us, my world turned upside down with the COVID-19 pandemic. At the time, I was in the NBCUniversal Page Program, working five to six days a week in the office. As pages, we didn’t receive work laptops, so we didn’t have an option to work remotely.

Suddenly, March 2020 happened. All pages were required to work from home for the foreseeable future. It was a shock to suddenly lose face-to-face human interaction in a program all about learning and networking.

However, we adapted to this change by setting up virtual informational interviews where we would have typically done coffee chats.

Change is inevitable, and the pandemic is a great example of a massive change that affected us all and was uncontrollable. We had no choice but to accept the change and adapt how we worked to keep businesses moving forward.

LinkedIn listed adaptability as the “top skill of the moment” in its 2024 Most In-Demand Skills report. Lam spoke to this soft skill:

“Adaptability is often considered a top soft skill, but can also influence how quickly someone adapts to technological advances, leveraging new tools to produce more effective and efficient work,” Lam says.

I find this very insightful, as it shows how soft skills can directly impact hard skills. I practice adaptability on a smaller scale by raising my hand when new opportunities arise.

However, I also exhibit adaptability on a larger scale when I weather industry-wide shifts, such as the introduction of streaming services and generative AI.

6. Active Listening

great soft skills: active listening

Some of the best advice I’ve ever received is to avoid multitasking during meetings. It’s easy to get carried away when the to-do list is endless, and I’m booked in back-to-back meetings.

Meetings in which I don’t have to speak or take notes can be easy places to get some work done with my camera off and microphone muted.

Unfortunately, this is the least efficient use of my time. I waste my time sitting in the meeting if I’m not paying attention, and the work I get done is usually much slower than if I were doing it without any distractions. Worst of all, it tells team members I’m not practicing active listening.

Active listening is a form of communication that aims to achieve mutual understanding between two or more parties. When I actively listen to someone, I’m not just passively hearing what the speaker says. Instead, I’m fully attentive and respond directly to their statements.

A 2024 Gitnux report on listening reveals that active listeners retain 75% more information than passive listeners. The report also shares that active listening can improve team productivity by up to 25%, sales performance by up to 30%, problem-solving efficiency by up to 40%, and team collaboration by up to 50%.

Here are some ways that I practice active listening in meetings:

  • Using eye contact with meeting presenters in in-person meetings, or keeping my gaze on my meeting screen during virtual meetings.
  • Minimizing all other windows in virtual meetings.
  • Offering clarifying questions or responses.
  • Taking meeting minutes, even if I’m not the designated note-taker.
  • Referring to information from the meeting in future discussions.

Active listening is equally important when it comes to customers. Marketers want to ensure they provide valuable content to consumers, which is accomplished through actively listening to their desires. HubSpot’s Content Hub helps teams create a more memorable customer experience.

It offers tools to craft personalized content that speaks directly to audience needs and drives more engagement. With analytics and unified CRM data, Content Hub optimizes content to ensure it resonates with audiences and shows them your company is attentive to their needs.

7. Work Ethic

great soft skills: work ethic

Source

I’ve often been told that I need to do the work of the title I want if I want to be considered for a promotion. This may seem unfair. Why am I doing extra work if I’m not being paid for it or given the title deserving of it?

A strong work ethic shows a willingness to go the extra mile to complete a job well.

People with strong work ethics will put in the time to gain new hard skills to better their work. This is why I’m told to do the work of the job I want.

After all, how can my manager trust I can handle the increased workload and time commitment unless I’m already proving I can?

According to ADP’s People at Work 2024 report, work ethic is the top skill employers want in new hires. They understand hard skills can be taught but soft skills like a strong work ethic are harder to find. Those with strong work ethic tend to produce higher-quality work and have more job satisfaction.

I practice this soft skill by carefully considering each assigned project and task.

There’s often a way to do the minimum work and get the job done. While there’s a time and place for this (sometimes tasks need to be prioritized), I often look for a way to complete the task by going above and beyond.

That can involve doing extra research or design work for a slide presentation or pulling additional insights and analytics after a social media campaign.

Whatever it may be, it will signal to your manager that you take your work seriously and consider you for more growth opportunities.

Additional Soft Skills to Nurture

While the seven soft skills listed above are pivotal to growth in any career, the list doesn’t end there. Read on for more soft skills I’ve found incredibly valuable in my current and past roles.

8. Strong Communication

Communication is an extension of several soft skills listed above.

For instance, being a great team player typically involves communicating well with everyone. Good communication can benefit emotional intelligence and empathy.

However, communication skills can have even more depth.

Consider verbal versus written communication. Of course, I’m a freelance writer, so written communication is essential to my role. But, even in non-writing roles, communicating eloquently, respectfully, and concisely in emails and over chat is imperative.

One of the hardest skills I learned was using written communication to sound assertive while remaining polite.

According to MIT Sloan Management Review, oral and written communication skills are among the five most sought-after skills in new hires. Employers want individuals who can effectively convey ideas and information.

I especially find this important when communicating with people of different levels. I would share ideas with a close colleague very differently than with a C-level executive.

While strong communication is important in the workplace, it’s just as important outside. Communicating well with customers, external agencies, and partners shows an ability to read the room, bond with others, and convey information appropriately based on the audience.

A great way I practice improving my communication skills is by thinking of a piece of information I need to relay. Then, I rehearse sharing it with different audiences, both verbally and in writing. As always, confidence is key!

9. Problem-Solving

Problems arise, and my instinct is often to panic. Unfortunately, that’s not the best to handle those situations, so problem-solving is a skill I’ve nurtured over the years in my career.

This is an important soft skill as it shows an ability to make conclusions under duress. Analyzing a situation, identifying potential solutions, and selecting the best course of action show an ability to use logic and make informed decisions, whether or not the problem requires an urgent fix.

Problem-solving also exercises creativity and innovation. I’m a big ideas person, but as a lower-title individual in my workplace, I rarely have the chance to make big decisions. However, when problems arise in my environment, I get to step up and think of out-of-the-box, innovative solutions.

For instance, my team recently drafted a script for a talent shoot. However, with too many talent needs during the short time, our script got rejected. Instead of accepting the failure, I offered to cut down the script significantly, which involved rethinking the production needs.

My team ended up loving the idea, and the script was approved.

The most important parts of problem-solving are remaining calm, using critical thinking to analyze the situation, coming up with one or more solutions, and suggesting them confidently (or making the decision, if that is your responsibility!).

HubSpot’s Service Hub is a perfect example of a tool that empowers teams to problem-solve. It delivers support at scale with AI-powered self-service, an omni-channel help desk, and 24/7 availability.

Customer service teams can then provide personalized experiences and eliminate unnecessary manual processes to focus on innovative, seamless solutions for customers.

10. Time Management & Prioritization

In a previous role, I worked 10 to 12 hours a day. I became used to this schedule and felt I couldn’t complete my work in less time. Then, I challenged myself to finish working in eight hours. Whatever was left over could wait until the next day.

I quickly adapted to this new schedule and realized I could get most, if not all, of my urgent work done daily in eight hours.

This was a powerful lesson on time management and prioritization.

I can always find ways to fill up my time. By reducing the hours I allowed myself to work, I found myself more productive during those hours by adopting better time management methods.

That included blocking off time on my calendar to work on projects and prioritizing tasks based on urgency and deadline.

Timewatch’s research on time management in 2022 revealed that 90% of people believe better time management would increase productivity, and 86% say it would improve focus on work.

Personally, time management has aided me in accomplishing more at work with less time and effort, reducing stress, and improving my work-life balance.

This also has shown my managers that I’m being efficient with my time. They can trust that I’m working during working hours and will get my work done correctly and by the due date, proving an ability to continue to manage my time if promoted.

With AI-based marketing tools, HubSpot’s Marketing Hub encourages time management and prioritization by personalizing messaging and automating campaigns. Tools like this help me prioritize creative, thoughtful, strategic tasks that require my time and let automation handle the busy work.

Prove Your Potential with Soft Skills

Experience and skill can get me a role, but soft skills can get me a promotion.

I’ve always viewed soft skills as the cherry on top but learned that they are the building blocks necessary to make a job more enjoyable and worthwhile, create and maintain professional relationships, and prove an enthusiasm and capability for growth.

What weaves all of these soft skills together is a positive attitude. It might sound cheesy, but believing that there’s a positive outcome in any challenging situation helps me navigate the day-to-day of my job and work better with my team.

While soft skills are harder to learn and teach, there is immense payoff in both personal and professional life. My next goal will be evaluating the soft skills I’ve not yet mastered and practicing them until they become second nature.

Editor’s note: This post was originally published in November 2017 and has been updated for comprehensiveness.

Categories B2B

I Reviewed 17 Content Marketing Analytics Tools: Here’s Everything You Need to Know

Creating successful marketing campaigns and compelling content starts with understanding the numbers behind your strategies.

For me, content marketing analytics are like having a behind-the-scenes guide — they reveal what’s working, what’s not, and where there’s room to grow.

Get Started with HubSpot's Marketing Software for Free

By using data effectively, I gauge the impact and success of my efforts. In this blog, I’ll walk you through some of the best tools I’ve come across for doing that.

But I’ll start by discussing why content marketing analytics are absolutely essential.

Table of Contents

What are content marketing analytics?

Content marketing analytics is the process of collecting and interpreting data related to your content marketing efforts, then using key performance indicators (KPIs) to measure the effectiveness of your campaigns.

Common metrics include page views, engagement rates, conversion rates, and organic traffic. You should measure the performance of your content across all platforms and channels. The result of your analysis will help you understand what types of content perform best and how to distribute it.

The data is super important because you can use it to inform your future strategy.

Why are content marketing analytics important?

The days of simply writing a blog post, targeting a few keywords, hitting publish, and hoping for the best are long gone.

Although ranking content on the first page of Google is still a goal for many companies, content marketing analytics go beyond just blog posts.

Social media posts, video scripts, and email newsletters all rely on effective content to drive engagement and conversions. Even PR efforts, such as measuring the quality of media coverage, cost-efficiency, and conversion rates, are deeply tied to the effectiveness of the content being shared.

Content marketing analytics are important for the following reasons.

Evaluating Campaign Performance

Content marketing analytics offer actionable insights that empower data-driven decision-making. By tracking key metrics with tools like Google Analytics, you can pinpoint the strengths and weaknesses of your current strategy.

This includes identifying which types of content resonate most, which platforms yield the best results, and the ideal times to engage your audience on social media.

By analyzing metrics, I gain a deeper understanding of how my audience interacts with various types of content. To run a successful campaign, I suggest doing less and measuring more.

Measuring Progress Towards Goals

A dashboard is a powerful tool for getting data in one place and making sense of the analysis. With a dashboard open in front of me, I ask insightful questions such as:

  • Why do some metrics consistently rise or fall?
  • Are certain metrics correlating by chance, or is there a cause-and-effect relationship at play?
  • Which metrics reflect actual consumer behavior?

The answers then provide a clear picture of the audience’s true preferences and actions.

Basically, content marketing analytics makes it easier to spot trends and patterns.

Helping Create Better Strategies

Effectively leveraging content marketing analytics to evaluate campaigns serves two key purposes:

  1. It allows me to craft content strategies that resonate deeply with my audience.
  2. It helps me make more persuasive pitches (something I find valuable when offering content marketing services to clients).

This data empowers me to experiment and refine my approach. It also allows me to observe shifts in performance and to frame effective future strategies. I recommend going through this free data analytics guide to equip yourself with more knowledge on the topic.

How to Use Content Marketing Analytics Data

I’ve been tracking content marketing performance for a client to measure its effectiveness. By analyzing key metrics, I’ve been able to uncover valuable insights that guide our content strategy.

Our strategy revolves around repurposing existing blog content into engaging social media posts. We began by sharing niche-relevant content on the personal LinkedIn profile of the company’s CEO. We used a content marketing tool to gather performance data.

I then organized the data in a simple Excel sheet. I am a fan of Excel as I could write down the topic of the post and its relevant data in front. This way, I was able to do a better comparison of performance with other topics (see screenshots below).

Using this approach, I was able to identify which posts resonated with the audience and which ones fell short. The idea was to use this data to fine-tune our content marketing strategy for better results.

I’ve broken down the process of using content marketing data into three clear sections. While you’re welcome to draw inspiration from my approach, feel free to adapt it to suit your needs.

Tracking Content Details

I typically update the spreadsheet with metrics about two weeks after a post goes live, ensuring there’s enough data to analyze its performance effectively.

I include the post URL in the spreadsheet for quick and convenient access whenever needed.

how to use content marketing analytics data - tracking content details

Alongside this, I record the date and time the post was published. Tracking the posting time provides an additional layer of insight, allowing me to evaluate how timing influences engagement levels.

Tracking Metrics

I document key metrics for each post, including impressions, reactions, comments, and reposts.

how to use content marketing analytics data - tracking metrics

Whenever I notice a spike in impressions, I can easily check which topics are performing better. Remember, the idea is to use data to identify patterns and insights to guide future content strategies.

how to use content marketing analytics data - total engagements and engagement rate

For posts featuring videos, I recorded both the number of views and the total minutes watched for each video. The total engagement and the engagement rate fields are automatically calculated in Excel. I use the following formulae:

Total Engagements = SUM (Reactions + Comments + Reposts)

Engagement Rate = Total Engagements / Impressions

Tracking Audience Engagement

This aspect is perhaps the most impactful when it comes to making the most out of your data. I get the post-analytics data from Shield, which appears as follows:

content marketing post analytics data - shield

For instance, when targeting individuals in the marketing field, I make a note of the job titles of those who fit our target audience and have interacted with the post.

Similarly, by clicking on the “Industries” section, I can identify the sectors of those engaging with the content. If an industry falls within our target audience, I note it down along with its corresponding percentage.

how to use content marketing analytics data - tracking audience engagement

Note: The Shield app’s post analytics also provide data on company names, locations, and company size. However, I did not include this information in the Excel sheet, as it wasn’t directly relevant to our analysis.

My Learnings

I found this data tracking method to be highly effective, not just for its simplicity but also because it allowed our team to make data-driven recommendations to the client. When planning future posts and presenting ideas, we could base our strategy on actual performance metrics.

For example, if a particular hook outperformed previous ones, the content strategist could think of similar hooks when writing content for future posts.

Similarly, by analyzing the topics that garnered the most engagement, I reverse-engineered the framework used for that particular post. The idea is that this data helps in replicating the success for future content and discarding the framework or ideas that did not work.

If you’d prefer not to do all the manual data entry, check out the tools I tested below.

There are a number of marketing analytics tools available with customizable metrics, a variety of visualizations and dashboards, and integrations to help you measure the impact of your marketing strategy.

Let’s dive into the best options.

1. HubSpot Marketing Analytics and Dashboard Software

content marketing analytics tool - hubspot

Best for: Measuring the performance of all your campaigns and combining resulting data with your CRM platform.

What I Like About HubSpot Marketing Analytics and Dashboard Software

  • Centralized Insights. I love how all the data and insights are accessible from one location. No more hopping between platforms; I can get the information I need in seconds.
  • Custom Behavioral Tracking. The ability to trigger or schedule touchpoints and track interactions unique to my business is a game-changer. I appreciate that it conveniently highlights when a customer is ready to move to the next stage of the buyer’s journey.
  • Attribution Reporting. It connects every customer interaction to its associated record and revenue generated. It helps me see exactly which efforts are paying off and which need tweaking.
  • Visual Data Dashboards. The pre-built and customizable dashboards (including Custom Objects) make it easy to visualize data. I am able to use workflows to quickly transform insights into actionable strategies for my segments and campaigns.

In essence, HubSpot makes marketing analytics feel less like a chore and more like a strategic advantage.

Price

There are four Marketing Hub plans with different analytics features and flexibility ranging in price from free (forever) to $3,600 per month.

2. Buffer

content marketing analytics tool - buffer

Best for: Understanding channel performance in detail with customizable reports.

What I Like About Buffer

Buffer is a fantastic content marketing analytics tool for digging deep into social media performance. Here are some interesting features:

  • Effortless Sharing. Exporting reports is a breeze — which is great, especially when it’s required to share insights regularly with stakeholders.
  • Daily Updates. Knowing that the reports are updated daily gives me confidence that I’m always working with the latest and most accurate data.
  • Comprehensive Dashboard. Buffer’s single dashboard view is a time-saver. It offers a detailed breakdown of channel performance, so I can quickly assess what’s working and what needs adjustment.
  • Engagement Insights. The platform provides engagement metrics for each social account individually. This helps in understanding how customers interact with posts, stories, and hashtags and how audience demographics vary across channels.
  • Social Media Management. I like how all the social media platforms are consolidated in one place in this app. This makes posting very effective.

Price

Buffer’s Marketing Analytics product has three payment options with different features and flexibilities.

  • Free
  • Essentials – $5/month
  • Teams – $10/month

3. Google Analytics

content marketing analytics tool - google analytics

Best for: Integrating content marketing analytics seamlessly with other Google business tools and making data-driven strategic decisions.

What I Like About Google Analytics

Here’s what I appreciate about Google Analytics:

  • Intuitive Interface. Navigating Google Analytics is straightforward, even for beginners. It’s designed to help quickly understand how content is performing across multiple platforms.
  • Granular Analysis Options. I love that I can analyze my content’s performance either across my entire website or drill down to individual pages. This flexibility allows you to pinpoint which areas need improvement.
  • Comprehensive Metrics. The tool provides a wealth of data on traffic, navigation patterns, conversions, and organic search performance.
  • User-Level Insights. Allows tracking user-level interactions that give me a clear picture of how the audience is engaging with my content.
  • Seamless Integration. The integration with other Google business tools is a big plus. It’s incredibly convenient to access all my data and insights without needing to switch between platforms.

Price

Google Analytics offers a free and a paid plan. The free plan is ideal for SMBs, and you can get started using it immediately. Meanwhile, the paid plan, called Analytics 360, is ideal for enterprise-level companies and requires you to speak with a sales rep for a quote.

4. SimilarWeb

content marketing analytics tool - similarweb

Best for: Understanding where your website and content strategy stand in comparison to industry standards.

What I Like About SimilarWeb

SimilarWeb has the following benefits:

  • Competitive Insights. Provides detailed traffic and engagement metrics that show exactly where my website stands compared to others in my industry. It’s invaluable for assessing performance and identifying areas to improve.
  • Comprehensive Metrics. Gives key metrics such as daily active users, sessions per user, use-time, and rank. It also helps uncover more about the audience, such as their repetitive behaviors and interests.

Price

  • Starter – $199/month
  • Professional – $449/month

5. Semrush

content marketing analytics tool - semrush

Best for: Tracking SEO and keyword performance across your web pages and content strategy.

What I Like About Semrush

Semrush is an essential tool for managing and improving the SEO strategy. Here’s what makes it so effective:

  • Keyword Ideas. When I look for a search term in Semrush, it gives me options for a lot of secondary keywords that I didn’t think of initially. These options are usually low-hanging fruit, and they are perfect for staying ahead in search rankings.
  • Domain Overview. I can essentially get information about any competitor just by adding the website domain. It provides insights into their organic search traffic, top-performing keywords, and even backlink profiles.
  • Content Gap Analysis. One of my favorite features is the “Keyword Gap” feature that gives me the ability to compare the website I’m analyzing against competitors to see which keywords they rank for that this particular website doesn’t. I also do the same for backlinks by using the “Backlink Gap” feature.

Price

Semrush offers three plans that range in price from $119 to $449 per month.

6. Hotjar

content marketing analytics tool - hotjar

Best for: Tracking and visualizing sessions on websites with heat maps.

What I Like About Hotjar

Hotjar is an incredible tool for understanding how visitors interact with my website. Here’s why I think it’s worth using:

  • Heat Maps. I love the heat maps feature — it visually shows me exactly where customers spend their time on the website. I can easily pinpoint the most engaging content and areas that need improvement.
  • Session Recordings. The real-time videos are a game-changer. Watching how visitors navigate the site gives me deep insights into their behavior and what captures their attention.
  • Conversion Tracking. It is easy to track conversions and identify patterns in the buyer’s journey. I can quickly see which stages customers might be entering or leaving, allowing me to optimize the journey for better results.

Price

  • Free
  • Plus – $39/month
  • Business – $99/month
  • Scale – $213/month

All of these prices become a bit lower if you choose the annual billing option.

7. Moz

content marketing analytics tool - moz

Best for: Measuring your SEO content strategy and determining which keywords you should be using.

What I Like About Moz

Moz is my go-to tool for optimizing SEO content strategy. Here’s what stands out about it:

  • Keyword Insights. Moz gives me a clear understanding of which keywords are most effective.
  • Rank Tracking. I love how Moz tracks a website’s keyword rank and visibility over time. It highlights what’s working and what needs improvement — which helps you make informed adjustments.
  • Competitive Analysis. Similar to Semrush, Moz gives the ability to track how competitors rank on SERPs. It’s a great way to spot opportunities to improve and find gaps in content.
  • Detailed Reporting. Moz’s reports are incredibly thorough. They show how my content is performing, share well I’m reaching my audience, and provide actionable recommendations to enhance results.

Price

  • Local – $14/month
  • Pro – $99/month
  • Stat – $720/month

8. Parse.ly

content marketing analytics tool - parse.ly

Best for: Making it easy for the whole team to understand how content drives business.

What I Like About Parse.ly

Parse.ly is a fantastic tool for content-driven teams, and here’s why I’d recommend it:

  • User-Friendly for Everyone. Unlike more complex platforms, Parse.ly is built to be accessible to everyone on the team, even those who aren’t data experts.
  • Clear Content Insights. Parse.ly simplifies data and focuses on what matters — showing how content drives traffic, conversions, and overall ROI. It makes proving the value of my efforts a breeze.
  • Optimized Distribution. The tool helps me optimize how I distribute content across channels, ensuring it reaches the right audience in the most effective way.

Parse.ly makes understanding and acting on content performance straightforward, empowering teams to create strategies that drive real business results.

Price

Parse.ly requests potential buyers to book a demo for getting a custom quote and selecting the right plan for their company.

9. Quintly

content marketing analytics tool - quintly

Best for: Improving social planning by analyzing the success of your social media marketing strategy with customizable metrics.

What I Like About Quintly

Quintly is a powerful tool for taking social media marketing strategies to the next level. Here’s why it stands out for me:

  • Customizable Metrics. I love that Quintly allows me to tailor metrics to align with my specific goals. It’s invaluable for analyzing campaigns and making smarter decisions about social planning.
  • Automated Reports. Quintly’s automation feature is a big time-saver. It generates reports and measures their impact using a machine learning system, making data analysis seamless.
  • API Integration. With API access and integration with tools like Google Search, Quintly helps in overcoming data silos and getting a holistic view of performance.

Price

Quintly’s pricing is available on request.

10. BuzzSumo

content marketing analytics tool - buzzsumo

Best for: Visualizing and analyzing real-time marketing trends to tailor content to your target audience.

What I Like About BuzzSumo

BuzzSumo is my go-to tool for staying on top of marketing trends. Here’s why I find it so valuable:

  • Real-Time Trend Analysis. I love how BuzzSumo lets me view and analyze marketing trends in real time. It helps me stay ahead by identifying what’s likely to resonate with my audience right now.
  • Location-Based Trends. The ability to filter trends by location is incredibly useful. It helps in understanding what’s popular in different regions, making my content more tailored and relevant.
  • Customizable Feed. With a customized feed, I can cut through the noise and focus on the data that matters most to my strategy.
  • Content Inspiration. The tool shows successful content examples, making it easy to spot proven strategies and identify relevant keywords to include in campaigns.

Price

  • Content Creation – $199/month
  • PR & Comms – $299/month
  • Suite – $499/month
  • Enterprise – $999/month

11. Kissmetrics

content marketing analytics tool - kissmetrics

Best for: Discovering how your audience interacts with your website/apps and understanding their behaviors.

What I Like About Kissmetrics

Here’s why I suggest checking out the tool:

  • Journey Tracking. I love how Kissmetrics lets me track a customer’s journey across multiple devices. This gives me a complete picture of how they interact with my website and apps.
  • Behavioral Insights. Offers a deep dive into how customers engage with content, giving valuable insights into what resonates most with them.
  • Conversion Metrics. Provides detailed conversion metrics such as bounce rate and time-on-site.

Kissmetrics is perfect for refining content strategies and improving user retention by understanding what truly matters to your audience.

Price

The SaaS plan comes with four payment options — those plans are $299, $499, or a custom price (based on your custom plan).

12. Databox

content marketing analytics tool - databox

Best for: Combining all of your marketing data to track and understand the success of your strategy in a single location and in real time.

What I Like About Databox

I recommend Databox to anyone who wants a centralized way to track their marketing performance. Here’s why I think it’s a great tool:

  • All-in-One Dashboard. Makes performance tracking easy by organizing all business data into a single location.
  • Extensive Integrations. It offers over 70 integrations to bring in data, display it visually, and share insights seamlessly.
  • Goal Tracking. The SMART goals feature is a personal favorite of mine. It lets you track your progress toward specific targets, helping you stay on top of your objectives.
  • Scorecards & Alerts. The tool sends daily, weekly, or monthly updates on your KPIs. Plus, the real-time alerts ensure you can quickly act on any irregularities in your data.

Price

  • Free Forever
  • Starter – $59/month
  • Professional – $199/month
  • Growth – $399/month

13. Supermetrics

content marketing analytics tool - supermetrics

Best for: Taking marketing data from any source and moving it into Google Sheets, Google Data Studio, Microsoft Excel, Google BigQuery, or Snowflake for analysis.

What I Like About Supermetrics

If you want a powerful way to centralize and analyze your marketing data, Supermetrics is a fantastic choice. Here’s why:

  • Data Integration from Any Source. Simplifies the process of pulling data from diverse sources like SEO, PPC, social media, and web analytics tools.
  • Robust Reporting & Analytics. Serves as an all-in-one reporting, analytics, and data storage solution — especially invaluable for marketers focused on performance metrics.
  • Versatile Export Options. Easily move data into platforms such as Google Sheets, Google Data Studio, Microsoft Excel, Google BigQuery, or Snowflake for further analysis.
  • HubSpot Integration. The integration with HubSpot is an excellent bonus, especially if you’re already using HubSpot for your marketing efforts.

Price

Supermetrics and HubSpot Integration: Business Performance Tracking

Supermetrics has several products, so pricing differs depending on the product you opt for. For instance, if you are looking to move your data to any of Google Sheets, Microsoft Excel, Looker Studio, and Power BI, the starting price is $29/month.

If you’re looking to get the Supermetrics API or use any of Snowflake, Azure, BigQuery, Google Cloud Storage, you are prompted to fill out a form to request pricing.

14. Demand Sage

content marketing analytics tool - demand sage

Best for: Moving all of your HubSpot data into Google Sheets for easy analysis in your platform of choice.

What I Like About Demand Sage

Here’s what makes Demand Sage so helpful:

  • Seamless Data Sync. With just one click, Demand Sage pulls all your HubSpot data into Google Sheets. It’s fast, efficient, and hassle-free.
  • Customizable Reporting. I love the flexibility of one-click, customizable reports that highlight key insights about marketing and sales performance.
  • Granular Analysis. The table builder and record-level reporting lets you create highly detailed views tailored to your specific needs, directly within your spreadsheet.
  • Attribution and Revenue Insights. Demand Sage connects marketing and sales data in meaningful ways. It offers a clear view of pipeline performance and what’s driving revenue.

If you’re using HubSpot and need an intuitive way to analyze your data in Google Sheets, Demand Sage is a no-brainer.

Price

Demand Sage’s basic plan is free. When I checked out the Premium plan, I was prompted to reach out to a sales representative for more information.

15. Grow.com

content marketing analytics tool - grow.com

Best for: Importing and transforming business data from a variety of sources and then combining that data on custom dashboards.

What I Like About Grow.com

  • Data Visualization Flexibility. I can select from a variety of chart types to visualize my data in the way that makes the most sense for me and my team. This flexibility ensures that we always get a clear view of our performance.
  • Collaborative Sharing. The ability to share metrics and dashboards with my team ensures that everyone is aligned on where to focus efforts — something that’s key for driving results.

Price

Get a free Grow.com demo and talk to a rep about the price of the right plan for your business.

16. Plecto

content marketing analytics tool - plecto

Best for: Keeping your team on top of goals and targets with dashboard data visualization software.

What I Like About Plecto

Plecto is an excellent tool for keeping your team focused and aligned. Here’s why I recommend it:

  • Real-Time Data Insights. I really appreciate how Plecto pulls in data from an unlimited number of sources, giving real-time insights that help me stay on top of my goals and track progress seamlessly.
  • Customizable Dashboards. Ability to filter across various sources and tailor the dashboard to showcase the metrics that matter most to me.
  • Gamification for Motivation. Plecto’s gamification features are fantastic for boosting team engagement. Adding some friendly competition can serve as a motivation for the team to stay focused on targets and achieve goals faster.
  • Goal-Focused Visuals. The ability to display goal-tracking data on interactive dashboards makes it easy for everyone to see where we stand and what needs more attention.

Price

Plecto offers three payment options depending on which plan you choose:

  • Medium – $230
  • Large – $355
  • Enterprise – Custom

The pricing reduces when you opt for the yearly billing option.

17. Adverity

content marketing analytics tool - adverity

Best for: Automating data integration across hundreds of sources.

What I Like About Adverity

Adverity is a go-to marketing data analytics tool for the following reasons:

  • Eliminates Data Silos. It helps break down data silos by centralizing marketing data, making it accessible for everyone on my team. This ensures that we’re all looking at the same information when making decisions.
  • Augmented Analytics Powered by AI. Adverity’s use of AI to detect trends and insights is a game-changer. It quickly identifies areas for improvement and highlights strengths, allowing me to focus on the right actions to drive results.
  • Time-Saving Reports and Visualizations. With its automated reporting and data visualization features, Adverity removes the need for manual work, allowing me to generate and share detailed insights with ease.

If you’re looking to streamline your marketing data processes and make smarter, data-driven decisions, Adverity is definitely a tool worth considering.

Price

Adverity’s idea is that they don’t stick to rigid pricing plans. For each customer, the pricing is different, so you’re prompted to fill out a form to get a custom quote.

Content Performance: What I Recommend You Focus On

When measuring the performance of your content, I suggest going through the following steps:

  1. Decide which performance indicators you’re going to measure.
  2. Track those metrics and KPIs.
  3. Analyze and apply your findings.

Content Performance Indicators

With so many performance indicators available, I focus on figuring out which ones matter most for my goals. Here is a list of indicators to choose from:

  1. Web Traffic. The amount of traffic you get on your website and individual pages.
  2. Page Views. The number of views a web page gets from visitors.
  3. Impressions. The number of times an ad or web page is displayed to an individual.
  4. Sessions. A group of actions an individual website visitor takes while on a website during a specific amount of time.
  5. Bounce Rate. The percentage of visitors who come to your website but don’t convert in any way — rather, they bounce from your site before taking action.
  6. Search Engine Optimization (SEO). Keyword and search engine results page (SERP) success and performance.
  7. Engagement. The number of interactions that your visitors have with your content (e.g., comments, shares, likes, forwards, subscriptions) and how long engagement lasts across those channels and web pages.
  8. Social Media Engagement and Interactions. Depending on your social media platforms, there will be specific metrics related to engagement and interactions on a post and/or piece of content that you can analyze (views, shares, comments, likes, etc).
  9. Lead Generation and Conversions. The number of acquired leads, conversions, and sales that result from your content (e.g., email sign-ups, blog subscriptions, CTA clicks, downloads, and product purchases).
  10. Brand Awareness. This reflects how your target audience discovers your brand, gains insight into your products, understands your mission, and connects with what you stand for.

To truly gauge brand awareness, I suggest taking a look at other metrics on this list such as page views, social media engagement (or simply using the process of social listening), downloads, video views, referrals, and resource/document reads or shares.

  1. Customer Loyalty. The amount of content that your current customers consume and/or engage with (e.g., if a current customer is a blog subscriber who receives articles in their email inbox weekly).
  2. Upsell/Cross-sell. Sales for new, additional, or upgraded products that you offer.

Apply Content Marketing Analytics to Grow Better

I find content marketing analytics tools are indispensable for refining and optimizing your content strategy.

They have the power to help your team understand the health of your strategy, audience behaviors, interactions, and progress to goals.

As a result, you’ll have the information you need to improve the customer experience, resonate with your audience through your content, and increase conversions.

I recommend you ensure that the content you create delivers real value.

Refine your SEO strategy with tools such as Moz and Semrush. Analyze customer engagement with tools like Buffer and Hotjar. Create dashboards to view your metrics and workflows to automate manual tasks using HubSpot.

The idea is not just to collect data but to turn it into actionable insights that can shape better decision-making and drive tangible results. Leverage these tools to fine-tune your approach and enhance the customer experience.

Editor’s note: This post was originally published in June 2020 and has been updated for comprehensiveness.

Categories B2B

How to Run a Content Audit in 2025 (With Tips From Content & SEO Specialists)

It’s not enough to make content. You have to make sure what you make is performing well. That’s where content audits come in.

As a content marketer, I rely on content audits to keep track of how content is performing, understand what needs improvement, and use analytics to inform future campaigns.

Download Now: Free Content Marketing Planning Kit

In this post, I’ll talk about how you can perform a content audit for your own business and go over high-quality tools to help you streamline the process.

I’ve also sourced helpful tips from SEO and content professionals, which I’ve included throughout the article.

Keep reading, or use one of the links below to jump ahead to the section you’re looking for.

Table of Contents

Content Audit Goals

Running a content audit for your website can boost your traffic and improve the experience of your readers.

First, content audits help you take note of the areas on your website that aren‘t properly optimized for search engine rank. For example, you might add meta descriptions to your blog posts as part of your current strategy. If that always wasn’t the case, a content audit helps you locate which posts need to be updated.

Content audits also help you find new SEO opportunities for your website. For example, did you know that adding keywords to the headings on your site gives search engines more clues about what your web page is about?

If search engines have as much knowledge as possible about the content on your website, they’ll be able to suggest your web pages to browsers more accurately.

Running an audit is a chance for you to update the content on your website to improve readers’ comprehension of your site. For example, you might not know the links on one of your product pages are broken, but a content audit provides you with a reminder to update those links.

I’ll discuss some additional benefits below.

Benefits of Content Audits

Your content audit should help you bring your content up-to-date, improve the rank of your web pages, and make the website you present to readers easy to navigate and free of error. In addition, in my experience, content audits:

  • Give data-driven insight into the performance of your content, helping you make informed decisions based on factual information rather than just assumptions.
  • Identify areas for content repurposing or updating where numbers are lower than desired.
  • Highlight pieces of content that perform best that you can leverage in marketing materials.
  • Understand more about what your audience likes and dislikes.
  • Content maintenance becomes easier when you have an understanding of what you’re offering.

To make sure your website content audit is valuable, carve out enough time to complete it. I’ve put down a step-by-step guide to help you through the process.

How to Run a Content Audit

Each audit should be tailored to the needs of the organization, and I feel that the steps below can help you create a custom process to reach your content goals.

1. Think of your goals.

First, I’d think about what you want to accomplish. When you have your goals in mind, you will have a better idea of how to categorize your audit later.

For example, if my goal is to increase brand awareness, I might audit the content with the goal of increasing branded keywords.

Other goals to consider could be figuring out which pages need to be SEO-optimized or finding the best-performing website content to place on your homepage or in your email newsletters.

Ultimately, a content audit identifies engaging content for your audience. It can also include information on SEO and conversion rates. This process will help you see the strengths and weaknesses of your content and workflow.

Leading with company goals will ensure your content audit is useful for tracking and updating your strategy with improved tactics. After this is complete, then it’s time to collect your content.

2. Gather your content and create an inventory.

Which content are you going to audit? Content audits might include:

  • Blog posts.
  • Landing pages.
  • Product descriptions.
  • Video media.
  • Online publications.

Decide which content you want to audit and gather the backlog of that content. Pulling your content together in an organized spreadsheet will create a content inventory. This will make it easier to track changes and goals for your content.

To start, I’d collect URLs and other page information for the web pages I’ve chosen to audit. Page details I might want to collect to begin the audit include:

  • Page title.
  • Content type.
  • Content format.
  • Word count.
  • Date last modified.
  • Linked CTAs.

A content audit template can help you quickly pull together a content inventory to begin your audit. There are also online tools to help you collect this data, like SEMrush, Screaming Frog, and HubSpot.

Pro tip: Some tools will provide this information based on your sitemap. A site map is a file that has all your website’s information. You can usually create your sitemap for free online. For more information, check out this sitemaps guide.

3. Categorize your content.

After I gather the content, I’d categorize it on a spreadsheet. Tracking every metric for every piece of content can get overwhelming quickly. So, use your goals to guide the categories you track for your audit.

Think of categories that offer useful insights from different pieces of content. For example, an SEO audit focuses on metrics like keywords, page speed, and backlinks. But if I’m running a content conversion audit, I may want to focus on traffic, click rate, and different types of conversions.

Some online tools will include metrics in audit data as well. Tools like Google Analytics can help pull this data. Metrics can add value and context to your analysis.

Some online tools can categorize the information for you, but it’s often helpful to do it yourself. Adding relevant categories will keep you organized, so your content audit meets your needs.

In my opinion, it can be tempting to add and remove categories throughout the process, but this can give you more data than you‘re able to analyze. It’s also easy to start analyzing data before you’ve finished categorizing.

But these habits can also make the process more complex and time-consuming. They can also lead to hasty and incorrect analysis. If you notice interesting or surprising data, take a quick note, but keep categorizing before you start your analysis.

In this step, your goal is to complete a spreadsheet with the categories of data that you need to audit your content toward a specific goal.

Pro tip: Angèle Chevalier, SEO and content strategist at CharlieHR, shares a recommendation to help prevent spreadsheet overwhelm. (Quick note: this step combines both categorizing and analysis of data).

I use visualization tools like Miro to make content audits much easier, especially when it comes to identifying content gaps,” Chevalier says.

Chevalier first organizes each piece of content in a spreadsheet, ensuring it’s attributed to the right funnel stage, topic cluster, and website location. All the metrics stay on the sheet.

From there, she pulls out each page with its criteria and maps it visually. Once the pages are grouped by topic, it’s much easier to spot gaps and identify which parts of the funnel need filling.

“While this might sound time-consuming, it’s far more effective and creative than staring at spreadsheets all day. Plus, you can tackle it in batches to keep it manageable and avoid the repetitive side of it,” Chevalier says.

4. Analyze your data.

Now, it’s time to look at your data critically. This is the step that will give you a good measure of the state of your content. When analyzing your data, here are some things to take note of:

  • Content that‘s missing — What is your audience interested in that you haven’t covered?
  • Content that‘s underperforming — Which pieces of content aren’t getting the numbers you want?
  • Outdated content — If you have old content, can you update or rework it for optimization?
  • Top content — Content that has performed extremely well.
  • Word count — Is there a sweet spot for word count?

Based on the results of this analysis, organize them in the spreadsheet. A way to do this is to assign different colors based on what you’re analyzing. Then, highlight the rows with those colors so you have an idea of which category is which. This can help you see which content takes up the largest part of your content library.

It‘s also a good idea to scan your results for patterns, trends, and connections that can be hard to see when you’re looking at standard reports. For example:

  • Are there outlier posts whose performance exceeds expectations?
  • Are there new topics that are getting more attention than they did a few months ago?
  • Have organic backlinks spiked for specific content?

This information can help you recognize some of the happy accidents that are impacting your content performance. You can use this data to expand these ideas into your content strategy and tactics.

Pro tip: Georgia Tan, co-founder and head of search at Switch Key Digital, recommends another aspect to keep in mind. “Analyze user behavior to gain valuable insights into how users interact with your content and identify areas where your content falls short,” Tan says.

According to Tan, tools like heatmaps and user session recordings can reveal areas where users drop off, spend little time, or show signs of confusion.

You can then use this data to identify content that users consistently ignore or abandon, content which users have low engagement with, or that shows potential to attract their attention for longer.

“Use user behavior data to refine your content strategy by identifying opportunities to improve content structure, visual appeal, and the relevance of the information presented,” Tan says.

5. Create action items.

In this step, you will finalize and clean up your audit. You now know what to focus on based on the analysis and can go from there. Think about the posts to delete, update, re-write, or re-structure.

To organize these action items, I’d add one last column to the spreadsheet — one that’s close to the front so you can keep tabs on it. This column will let you know the action to take on a specific URL. For example, are you going to keep, update, delete, or re-write that blog post?

If you plan on ranking by priority or including a timeline for this audit, now would be the time to include that. Some organizations use editorial calendars, while others choose a more casual approach.

To make a priority timeline that fits best with your content audit, think back to your initial goals and rank the items you want to execute first.

Keep this list of action items top of mind. As a result, your next content audit will show clear progress toward your goals, based on the data you found during your audit.

Content Audit Template

You don‘t have to go through an SEO or content audit process without a compass — there are plenty of templates to guide you if you’re unsure of where to start.

To show you how a template can speed up the process, check out HubSpot’s kit on How to Run an SEO Audit. It’s a nine-step guide that acts as a template, walking you through the process of an SEO audit — with dedicated sections on content and on-page SEO. Best part? It’s completely free.

Using sections from the above kit as reference, I’ve put together a content audit template that’ll make it simple to understand what details to look for and fill in. Feel free to add or delete sections as per your or organizational needs.

To start, open a spreadsheet tool and follow along.

Page Type

page type section in a content audit template, content audit

In the first column, I’ll specify the page type for each page I’m auditing. It works for many page types, like a home page, landing page, blog post, or even a form page.

URL

url section in a content audit template, content audit

Then, I’ll fill in the URL.

Canonical Tags

canonical tags section in a content audit template, content audit

Next, I’d note any canonical tags the site may have. Remember, you can find canonical tags in your page’s source code.

Pagination

pagination section in a content audit template, content audit

After that, I’d note if the page is a part of a sequence of pages to ensure that the code is properly formatted for sequencing.

Page Title

page title section in a content audit template, content audit

Next up, I‘ll fill in some details about the page’s copy. For instance, the page title. If I included a blog post similar to this one in the audit, for example, I would put “How to Run an SEO Content Audit” in this section.

This section helps me later check that I have the primary keyword in the page title, boosting SERP rank.

Page Purpose

page purpose section in a content audit template, content audit

In this section, I’ll define the goal of each page.

So, for this blog post, I would define the purpose of this post in a short and descriptive sentence. For example, “Educating readers about how to do a content audit.”

Focus Keywords

focus keywords section in a content audit template, content audit

Then, I’d note the focus keywords of that page. My keywords for this post would be something akin to “On-Page SEO” and “Content Audits.”

Headlines

headlines section in a content audit template, content audit

After that, I’d note the headlines or title tags on your page. A good rule of thumb is to make sure at least one keyword appears in an H2 to help rank.

Meta Descriptions

meta descriptions section in a content audit template, content audit

Here, I’d note whether the page has a meta description and what it is.

Pro tip: Here’s a guide to writing meta descriptions.

Images

images section in a content audit template, content audit

Once I outline the headings and meta description, then I’ll focus on images. I’ll include the file name of the images and note the alt text.

Pro tip: Alt text tells Google what your image is about, so if your images don’t have any, this is a good reminder to add them.

Internal and Outbound Links

Next, I’m going to focus on links: internal, outbound/external. I’d include the link URL and anchor text in the spreadsheet. Note: the above image doesn’t show anchor text, but you can add it in brackets near the link.

Pro tip: During the optimization process later, remove broken internal links, and make sure your page has at least three relevant ones. Remember, internal links help you to boost the traffic of other pages on your site.

Page Speed

page speed section in a content audit template, content audit

Following link optimization, I’d note the page speed. If the page takes longer than two seconds to load, it might not keep the reader’s attention.

Social Sharing

social sharing section in a content audit template, content audit

Next, I’d note down whether the page is available for sharing on social media.

Content

content details section in a content audit template, content audit

I’d also review the contents of the page, paying special attention to the length of your copy and where and how keywords are used. This is also a chance to check for duplicate or similar content.

Mobile-friendly

mobile-optimization section in a content audit template, content audit

Finally, I’d check the page on mobile devices to help improve the accessibility of the webpage.

Once you’ve entered these details in your template, you’ll begin to get a clear picture of what you can do to optimize your page. As you add more pages to the template, you may start to notice issues that come up repeatedly or holes in your content strategy.

For example, the “Images” section may show that several posts are missing images and alt text. For those that have alt text, the copy might not be optimized for some focus keywords.

This content audit data can help you form a data-driven foundation for strategy updates and recommendations.

Content Audit Checklist

A content audit checklist helps ensure you’ve ticked off the right steps as you perform a content audit. I wouldn’t want to be midway through an audit, realize I missed a crucial step, and then have to backtrack. A checklist helps prevent that.

Here’s a quick and simple content audit checklist you can use to make sure you’re on the right track.

content audit checklist

Pro tip: Lisa Kubatzki, Senior SEO Content Manager for the DACH market at GetResponse, advises: “Don’t give up on content pieces with low SEO value so quickly. That means content pieces with low to zero organic traffic or low rankings,” Kubatzki says.

Instead of simply deleting them, think about how to repurpose them.

“Is this content really good quality-wise? Re-use it for a PR campaign or try to give it a social media push. Could it be improved? Update the information, try a new format or re-write it, looking at the topic from a new angle,” Kubatzki emphasizes.

Now, I’ll go over some content audit tools you can use to further automate your content audit process.

While not a requirement, choosing a content auditing tool can help you with your process. Rather than gathering URLs manually, the tool can automatically aggregate the content you’re looking for and display metrics for you to see.

But, I feel that the most significant value of content audit tools is that they are fast, helping you save a considerable amount of time.

SEO Tools

1. Screaming Frog

Price: First 500 links free, unlimited for $259/year.

screaming frog content audit tool, content seo audit

Screaming Frog is a website crawler. It collects URLs from your sitemap and creates an SEO audit list for you. If you have a smaller site, Screaming Frog can audit up to 500 URLs for free.

The desktop Screaming Frog website is great because it provides a ton of analysis about your website and categorizes it for you.

Pro tip: Emina Demiri-Watson, head of digital marketing at Vixen Digital, talks about a visualization tool on the platform.

“Screaming Frog’s Force-Directed Crawl Diagrams coupled with Google Search Console API data is a brilliant visual way to support your content audits. By scaling nodes based on clicks, you can easily spot high-performing pages (according to clicks) and identify those that need attention,” Demiri-Watson says.

2. Ahrefs

Price: Pricing for this tool starts at $129/month and they offer Lite, Standard, Advanced, and Enterprise plans.

ahrefs content audit tool, content audit

Source

Ahrefs makes it simple to track your SEO site performance. It also offers powerful tools for keyword research, competitor analysis, and backlink tracking.

You can export specific reports or track URLs, SEO performance, or groups of keywords with this useful audit tool.

3. SEMrush

Price: Free trial, then pricing starts from $139.95/month.

semrush content audit tool, content audit

Source

In a few steps, users of SEMrush can receive a robust site audit. By putting in the desired domain, you’ll get a customized report that shows you where you can improve your site.

SEMrush’s features also include keyword research, content gaps, rank tracking, backlink analysis, and social media analytics.

4. Google Search Console

Price: Free

google search console content audit tool, content audit

This tool makes it easy to track and analyze your website and search data. You can manually confirm that each page of your site is indexed and track URLs for useful data. The mobile usability issues features are also helpful during a content audit. You can also connect this tool to Google Analytics for more SEO insights.

Pro tip: Learn more about how to use Google Search Console with this useful post.

5. Google Analytics

Price: Free, with paid premium options.

google analytics content audit tool, content audit

Google Analytics doesn’t give you a traditional audit, but it provides good information to help formulate your audit. It lets you know who is visiting your website and from where. It also gives a rundown on the behaviors of your visitors.

Google sunsetted Universal Analytics in 2023. The new version, called Google Analytics 4 (GA4), uses data to identify (and even help predict) user behavior and give you a clearer picture of your buyer journey.

Pro tip: Another free Google tool, PageSpeed Insights, is a great way to track page speed on mobile and desktop devices.

6. WooRank

Price: Pricing for this tool starts at $19.99/month, and they offer Lite, Pro, Premium, and Enterprise plans.

woorank content audit tool, content seo audit

Source

WooRank offers multiple features for SEO and content auditing that can help you analyze your site and come up with action items for the future. This includes site crawl, keyword tracking, website scoring, and competitive analysis.

Content Organization Tools

7. Google Sheets

Price: Free

google sheets content audit tool, content seo audit

If you’re not used to spreadsheets, this useful online tool makes it easy to organize your content audit. This tool can help you:

  • Tie together different data points from your content audit
  • Let team members collaborate and comment on data
  • Offers formulas and other tools to update critical metrics

If you’re not sure how to make the most of this tool, this guide to Google Sheets can help you get started.

Pro tip: Looking for more useful tools? This list of content marketing tools can help you organize and improve your content.

Another excellent resource to check out is HubSpot’s content marketing planning kit that includes eight templates such as customer segmentation, content mapping, content marketing calendar, and SEO planning, among others.

How to Do a Content Audit That Makes an Impact

Working on this piece taught me the importance of goal setting and systematic planning when it comes to carrying out a content audit. And I hope that this post has equipped you with the knowledge needed to perform one.

I’ve gone through how to conduct content audits, tools to speed up the process, and a template to guide you. You’re fully prepared to use these audits in your organization for better content strategy and results.

Give it a try, and happy auditing!

Categories B2B

What is a Mind Map? Exploring a Powerful Tool for Creative Problem Solving

Do you ever struggle to visualize your ideas or consolidate your thoughts in one place? I certainly have.

As a marketer, generating numerous ideas for campaigns, collateral, and messaging is essential — yet managing them can be challenging without proper documentation.

Download Now: Complete Guide to Collaborating at Work [Free Guide + Templates]

Without a clear, organized visual for others to follow, communicating said ideas becomes even more difficult. That’s why creating a mind map is my go-to solution to address these challenges.

In this article, I’ll explain what a mind map is, how you can use it to articulate ideas more effectively, and provide you with a free template to use on your own.

Let’s dive in.

Table of Contents

Marketers typically use mind maps as a strategic tool to explore and structure marketing concepts like identifying target audiences and campaign themes and facilitating creative thinking and planning.

Oftentimes, marketers refer to this type of planning as “mind mapping” itself.

What is mind mapping?

Mind mapping is the process of creating a mind map to visually organize information, ideas, or concepts.

Now that I‘ve explained the basics, let’s discuss different reasons why you might want to make one of your own.

Mind Map Uses

1. Brainstorming and Idea Generation

Mind maps help organize and visualize ideas during brainstorming sessions, allowing marketers and business owners to explore creative solutions and new opportunities — especially if they need to be shared with a team.

2. Strategic Planning

They assist in structuring business strategies by visually laying out goals, objectives, and action plans, aiding in clear communication and alignment.

3. Project Management

Not only can this visual diagram help with ideation, but it can help with project management. You can break down projects into manageable tasks or buckets, dividing up elements through timelines, all to facilitate better project tracking and management.

4. Content Creation

For marketers, mind maps can outline and organize content ideas for blogs, social media, or marketing campaigns, ensuring coherence and consistency.

I’ve benefitted from mind mapping out ideas for short-form content like TikToks or Reels for my own content.

For example, I’d have a central idea about how to appeal to customer service reps. I would make branches of different industries or situations reps would relate to or find humorous.

Before I knew it, I had a map ten branches deep full of video ideas for waiters, flight attendants, bartenders, and more.

5. Problem-Solving

They provide a visual representation of problems and potential solutions, helping business owners and marketers analyze issues, identify root causes, and devise effective strategies.

Pro tip: If you’re having trouble making branches for solving a problem, think about the outcome you desire and work backwards! The solution may come to you imagining its completion rather than being too intimidated by the problem to begin thinking ahead.

The applications of mind maps are practically endless, so let me walk you through the steps you should take when making your own.

1. Select your mind map template.

You’re going to need a blank slate to begin with, and it can’t just be a plain Google Doc or Word Doc to achieve the right format. Luckily, there’s plenty of mind-mapping software available to find a template of your choosing.

Pro tip: Looking for some inspiration? HubSpot’s got you covered! Download our Mind Map Template for Word or Google Docs to effortlessly visualize your ideas on screen.

hubspot mind map template for word or google docs

2. Identify your central idea.

Start by determining the main topic or idea you want to explore and place it at the center of your map.

3. Branch out key themes.

From the central idea, draw branches outward to represent key themes or categories related to the main topic.

4. Add subtopics to your branches.

For each branch, add smaller branches to include more detailed subtopics or related concepts.

5. Use keywords and images if necessary.

Write keywords or short phrases on each branch, and optionally include images or symbols to make the map more visually engaging and easier to remember.

6. Reorganize or reprioritize if feelings change.

Rearrange the branches and subtopics to logically organize the information and prioritize elements if necessary.

7. Give your mind map a review.

Review the mind map to ensure it covers all necessary areas, and expand with additional ideas or connections as required.

8. Clean up your mind map and give it a new look.

Now that all the hard work has been said and done, refresh your mind map‘s look with color coordination and style.

Use colors to differentiate between branches, themes, or categories for better visual clarity and understanding. If you want to see some examples of effective mind maps, keep on reading for some examples I think could get the job done.

Mind Map Examples

1. Canva

I cannot recommend Canva enough as a marketer that visits the site almost daily. Its platform is intuitive and easy to use, regardless of your proficiency in image or map design.

mind map examples: canva

Source

The best part? Canva has over 3,000 mind map templates, meaning you can achieve the right look for your map all in one place.

mind map examples: canva gallery

2. Edit.org

For those who are looking to keep their mind map more simplistic, head over to edit.org for some clean and clear templates to organize your next ideas.

mind map examples: edit.org

Source

Pro tip: Don‘t feel obligated to spend too much time on design elements if you’re trying to execute your ideas quickly. A clear mind map is infinitely more valuable than one made to be cluttered or overdone.

Get to Work on Your Next Mind Map

Mind mapping is a dynamic and impactful tool that can transform how marketers and business owners brainstorm, plan, and implement their strategies.

Begin incorporating mind maps into your workflow today to see what type of innovation you’ll bring to your next project or campaign.

Categories B2B

How Content Monitoring Can Level Up Your Content Strategy [+ Expert Tips]

I love content monitoring! Well, not as much as chocolate, or cake, or chocolate cake … But when it comes to work-related processes, it’s one of my favorite things.

Why? Because it helps me analyze what is and isn’t working. I can then use these actionable insights to create or improve upon any content strategy.

Download Now: Free Content Marketing Planning Kit

Honestly, I love content monitoring so much that I want you to love it, too.

And that‘s why I’ve included as much of my knowledge on the subject as possible in this article. I’ve also gathered more “must-know” insights from other content specialists.

On the latter, I’d like to express my gratitude upfront to everyone who shared their insights below. Seriously, dear reader, please know that when it comes to content monitoring, you’re in incredible hands. That said, let’s get into it.

Table of Contents

What is content monitoring?

Content monitoring means benchmarking and tracking content performance over time to make sure it meets key performance indicators and objectives.

You can apply a content monitoring process across digital platforms and content types. So, you might monitor how well your online content — i.e., blogs and landing pages — performs, for example.

Equally, you might track your LinkedIn content’s success or how well your email campaigns perform. You can then use the performance data to improve your content marketing strategy.

Full disclosure before we go further: My main specialism is SEO content. So, this article is very much from the perspective of monitoring online content performance. That‘s opposed to other content types like social media or email.

That’s where my expertise and the expertise of my professional network — primarily SEOs — offer the most value to you.

The Benefits of Content Monitoring

Not quite sold on why content monitoring matters? No dramas.

Below, some incredible SEO specialists and I share the key benefits of adding this process into your content marketing strategy.

Content Performance Monitoring and Benchmarking

Around 13% of marketing leaders cite content strategy as their top challenge.

I highly recommend content monitoring if this is you. It will help you overcome common strategy issues like knowing what content to produce to move the needle or what content to prioritize for “maintenance.”

As Ben Goodey, the founder of Spicy Margarita Content, says, the main benefit of content monitoring for SEOs “is to monitor the performance of content.”

Goodey explains what this can look like in practice.

“For example, closely tracking improvements/declines in keyword rankings gives a good indicator of whether you’re on the right path, need to rewrite the content, or take another path like building backlinks.”

I‘d also add that doing an initial content analysis (aka identifying what’s already working and what isn’t) as part of your monitoring will give you a benchmark to refer back to throughout your strategy.

Understanding content performance at the start and throughout can help you pivot and refine your roadmap as needed.

Clarity on Where and How to Spend Your Time

With 70% of marketers actively investing in content marketing, competition has never been fiercer. To stay competitive within your industry, you need to develop a strong content marketing strategy.

That said, there are only so many hours in a day. This means you need to know how and where to allocate your time.

Luckily, your friend and mine, Mersudin Forbes, a portfolio SEO director and agency advisor, reminds us that content monitoring can be an incredible asset here.

“If you are dealing with more than 100 pages of content, it is important to know what parts of your website need regular maintenance from a content relevance point of view,” says Forbes.

After working with large ecommerce sites, I can tell you from experience that without content monitoring in place, the overwhelming volume of data can be downright paralyzing.

Before you know it, you’re looking at 10,000 product collections, a cornucopia of blog content, and a tonne of product categories, thinking, “Where do I even start this month?”

Even if you‘re working on smaller sites, I recommend using content monitoring as part of your strategy. Long story short? You can spend your time optimizing what works and improving what doesn’t — if it makes sense to assign resources there.

But you won’t know whether an activity is worth it without some data as a starting point.

Control Over Change Frequency

Having worked in ecommerce for much of my content career, I’ve seen first-hand how quickly search demand and results can change. With each coming season, the performance of your top pages can change drastically.

One example comes to mind here: When I worked as a content manager for one site, our “Christmas rush” started in July. Call me naive, but had I not been monitoring our online content performance.

I would never have thought to trigger content updates for Christmas product collections so early in the year, or initiate content production for Christmas-themed blogs to support product collection pages.

(I know, what a sweet summer child I was!)

Seasonality changes aside, you also have to factor in search volatility as dictated by the Google Gods. Algorithm updates and AI overviews alone have caused a lot of disruption (that’s putting it mildly) in 2024.

Content monitoring allows you to identify and stay ahead of these changes.

Mersudin Forbes agrees that content monitoring is vital to controlling change frequency.

“By setting change frequency requirements up by areas of content types, assets, and priority, you can set up a system to monitor and update your content throughout the year and plan in advance of when the content could be out of date and require remedial updates.”

Content Accuracy Updates

From this control over change frequency comes another benefit: Content accuracy.

Forbes explains, “Setting up rules for what you are monitoring, why, and in what order will mean that you do not suddenly find that your capital gains tax page is referencing the wrong figures and percentages.”

As I mentioned above, you can also make sure seasonal or ‘special occasion’ content remains accurate when search demand increases at different points throughout the year.

Conversion Rate Optimization (CRO)

About 40% of marketers measure the success of their content marketing strategy based on sales. More specifically, over one in three marketing leaders use conversion rates as a top KPI that they prioritize in content tracking.

However, the average conversion rate across all ecommerce sites is just 1.8% in 2024. Meanwhile, two out of three marketers cite an average landing page conversion rate of less than 10%.

In reality, 10% is pretty good, depending on the broader context (i.e., how critical the landing page is to your service/product offering or what niche you’re in.)

Still, with many marketers across all site types looking to boost sales from their marketing efforts, CRO is critical. Content monitoring is one way to identify sales-critical pages that are underperforming.

You can then look at ways to optimize for conversions. That could be anything from improving the copy, adding testimonials as social proof, or making on-page SEO changes to improve search visibility.

Pro tip: I’m a big advocate of using Voice of Customer (VOC) data to optimize online content for conversions. Simply put, this means incorporating the language your customers and prospects actually use to describe your products, services, or surrounding topics within your online content.

For context, here’s an example of a product landing page I wrote for SKINICIAN. I’ve highlighted some of the areas inspired by VOC in yellow.

an example of voice of customer data being used in a sales landing page.

Source

To gather VOC, consider setting up a social listening process to monitor how your audience speaks about your product or service online. You can use this language to optimize your sales landing pages for conversions.

Customer testimonials are another great source of VOC data.

How to Monitor Content

Below, I‘ve compiled an eight-step process to help you monitor content.

Even though I’ve geared this towards monitoring online content performance, many of the foundations — like setting your goals and choosing performance metrics — are similar across different content types.

So, even if you’re not in SEO, you should (hopefully!) be able to get some insights from this process. However, the specifics and examples are very much biased toward online content.

1. Choose your goals.

Before you start with your content monitoring, I recommend clarifying why you‘re doing it in the first place.

Otherwise, you’re more likely to waste time and resources monitoring the wrong content. You might choose the wrong performance metrics, too.

Further, I also suggest aligning your content goals with broader business objectives. The crux? The fruits of your labor should drive the business in the direction stakeholders want it to go.

It’s also much easier — note I say easier, not easy — to get buy-in and, thus, the all-important sign-off for strategy implementation from decision-makers when budget allocations are competitive.

Example

I recall one ecommerce project (just a heads up, I’m going to stick with this specific example throughout) where I was the content manager.

The CEO wanted us to focus on enhancing product collection performance. More specific goals within that broader goal were to increase rankings, traffic, and conversions.

A little context: We already had over 1,000 existing product collections before I took the position, so there was a fair amount of data to analyze and parse.

Because of this, we first wanted to improve and expand upon high-performing existing collections as well as those showing potential. We also wanted to create new product collections.

Based on these goals, I separated the content strategy for this project into two phases:

  1. Existing product collection refresh/updates (capitalizing on what was already working.)
  2. Creating new product collections (capitalizing on content gaps and potential.)

2. Define your key performance metrics to monitor online content.

When you have your goals for content monitoring, the next step is to choose your key metrics to help track content performance. These will differ depending on your desired outcome and sales funnel.

That said, recent HubSpot data highlights what marketing professionals cite as the most important web metrics to track. Sales/leads/conversion rates take the number one spot at 31%. That’s closely followed by total monthly visitors at 30% and Click-through rates at 28%.

an example of the most important metrics for content monitoring

Source

I‘m honestly not surprised by the order of importance. As marketers, we’re not sales as such, but our efforts should assist revenue when possible. But in order to have folks convert, they need to visit the site first.

So, while conversion rates will likely be your most important metric, you’ll also need to track search performance. Search performance metrics can include rankings and page hits.

Pro tip: Ben Goodey mirrors the emphasis on conversions while adding a metric you might overlook. Once your content receives traffic, he recommends monitoring metrics like conversion rate and scroll depth to help you understand the user experience of your article.

He adds, “If readers aren’t converting or scrolling far, you might need to restructure or reoptimize parts of your content.”

Example

Returning to my previous example from step 1 (choose your goals), I kept it simple when defining my metrics during the benchmarking phase.

When focusing on the “Existing product collection refresh/updates” portion of the content strategy, I needed to know what was already working and what product collections showed the most potential.

To identify this, I chose to monitor the following:

  • Impressions
  • Traffic
  • Clicks
  • Conversions
  • Search engine rankings

3. Benchmark existing content performance.

Once you‘ve set your goals and defined your key content metrics, it’s time to establish a benchmark for your existing content performance.

There are many ways to do this: It ultimately depends on your available tech stack, budget, and goals. I‘ll share how I achieved this in a moment.

In the meantime, I’m super stoked to provide some tool recommendations from Mersudin Forbes:

Whichever tool you choose, remember that benchmarking doesn‘t need to be complex. Content monitoring and data can be overwhelming enough as it is.

And you’re really looking for an efficient way to track existing content performance against your chosen metrics.

Example

We last left my ecommerce product collection example with my chosen content metrics. As a reminder, these were impressions, traffic, clicks, conversions, and rankings.

My first step was to establish a benchmark for content performance. To do this, I headed to Google Search Console and exported a report to Google Sheets containing all the product collection URLs in the last 12 months.

I chose a year because that time frame accounted for seasonal trends and gave a more well-rounded picture of performance.

The report included the average “Clicks,” “Impressions,” “CTR,” and “Position” of each page (aka collection URL.) I then re-ordered the spreadsheet to show the highest to lowest clicks and impressions.

I also filtered out brand and non-brand clicks.

As a rough example, here’s what this type of report looks like. This is based on an export of one of my — regretfully — abandoned personal sites *cry*:

4. Prioritize content importance for monitoring.

So you have your birds-eye overview in place thanks to your monitoring process and tech stack. Huzzah! Now it’s time to prioritize content for performance monitoring.

Mersudin Forbes recommends prioritizing your cornerstone content (aka the most important pages on your website.)

“Cornerstone content should be prioritized for accuracy, relevance, and trend changes,” says Forbes. “You can set these up and plan changes ahead of time,” and you can also “set priorities up by traffic contribution and user journey importance.”

Forbes also recommends prioritizing “surfacing content performance.” To do this, you can “set up tools such as Search Console and GA4 to monitor your content performance.” He also suggests SEO Stack, which does “a great job of surfacing this for you automatically.”

an example of content monitoring features in seo stack.

Source

Pro tip: According to Forbes, you should monitor for declining query/traffic contribution and dwindling engagement signals. Why? Because it could show that your most important content isn’t resonating with users.

Example

Back to my example! To recap, I now had my nifty Google Sheet full of product collection URLs ordered from highest to lowest clicks and impressions.

At this stage, there hadn‘t been an organized content plan in place. Because there hadn’t been a strategy, I had to reverse engineer for both cornerstone content and content importance.

My Google sheet was ideal for this. It gave me a great initial bird’s eye view of what product collections to start working through. For context, I prioritized content updates by importance in the following way:

  • High impressions vs. low clicks: This indicated potential.
  • High impressions vs. high clicks: This highlighted existing successes we could capitalize upon — if it made sense to change the collections. (I think the adage “if it ain’t broke, don’t fix it” applies more to marketing campaigns than we’d like to admit.)

5. Set up automated alerts to monitor changes by importance.

Once you‘ve determined your most important content to monitor, you’ll want to set up automated alerts at a frequency of your choice.

Long story short? This helps you remain agile and responsive with your content strategy. For example, if rankings for a top sales-generating page suddenly tank, you’ll receive an alert. That way, you can investigate the changes and potential impact sooner rather than later.

Pro tip: Keep some balance here. You don‘t want to obsess over tracking metrics, especially when Google Core Updates can impact search volatility. In this case, rather than reacting immediately, it’s always better to wait and see if the SERPs balance themselves naturally once the update is complete.

Example

I think you can use most, if not all, of the tools already mentioned in this step-by-step process to set up content monitoring alerts for your most business-critical pages.

However, as part of my monitoring process in my ecommerce content project example, the leading automated alert I focused on was tracking SERP positions.

To do this, I used Serp Robot to monitor keyword rankings for our top collections in real time. In the next phase of the content strategy (creating new collections), I would set these alerts up for the pages with the most search potential.

6. Set up monthly content monitoring reports.

For most content projects, monthly content monitoring reports are enough.

This gives you enough time to start seeing any changes from your efforts while helping you keep that all-important balance between monitoring performance and obsessing over it.

I think this balance helps to keep you calmly responding to content issues as they arise rather than reacting to them and causing more harm than good.

In the reporting stage, you want to highlight content performance in order of importance. That means reporting on your most business-critical pages first and foremost. But you can also use these reports to identify “rising stars.”

(So, if you’ve created any new pages in the last few months that take off in terms of search performance.)

You can then map out an action plan to build upon the new page‘s success. That could be internal linking from existing pages to bolster the new page’s authority further or create new supporting content to achieve this.

Pro tip: Most SEO tools have monthly reporting options, so it‘s worth checking your existing tech stack before investing in a separate reporting tool. There are also a ton of reports you can create with Google Analytics 4 [GA4] to help you with continuous content monitoring.

(Keep ’em peeled, folks, because Zoe Ashbridge shares a few GA4 examples in the best practices section coming up soon.)

Example

When I was working on my ecommerce project, I was lucky enough to have Emma Russell, the Founder of Oxford Comma Digital, as an invaluable external resource to turn to during this stage. She set me up the most beautiful “live” Google report that also incorporated conversion tracking.

That meant that after the initial benchmarking via my Google Sheet, I could easily create monthly reports as part of my continuous content monitoring efforts. With this data, I could then analyze exactly what was happening with the product collections and identify how — or whether — to improve the most important ones.

I also knew which product collections to prioritize for continuous monitoring each month.

7. Use content performance data to inform your strategy.

Whether creating an initial benchmark to kickstart a project or monitoring a long-standing one, performance data should enhance your content strategy.

For example, if your sitewide rankings or traffic generally declines, your content tracking and reporting should highlight this. You can then analyze business-critical pages and identify potential issues.

Example

From my perspective as a content manager, one of the most important areas of improvement was the actual on-page written content for the product collections.

So I’ll speak to that.

(Although the broader team working on this project did an incredible job identifying and improving other areas, including tech fixes and removing irrelevant products!)

After prioritizing existing collections for improvement, I discovered that many had thin on-page content. As a response, I created a process for the team to identify, make, and add new relevant section text to existing collections. Based on this process, I also created a product collection template for the team.

In many cases, the descriptions of the collections were also not directly related to the products. So, for something like “pineapple decal designs,” the content was about pineapples rather than how you could use pineapple-themed decals.

Because of this, the text confused Google, and it categorized the collections incorrectly.

To avoid this happening in the future, I introduced processes and guidelines and delivered training to writers on how to use the Google Natural Language tool. We then added the Google Natural Language category and scoring as part of the content approval process.

8. Continuously improve your content monitoring process.

As key business priorities change, your content strategy will likely need to pivot.

That means specific content and even metrics, which were crucial last year, might not be insignificant this year. The knock-on effect? Your content monitoring setup will likely change.

That doesn’t mean you have to throw out the whole process. But you might find yourself reprioritizing the content and metrics you track or reevaluating the tools you use to monitor content.

You might also discover better ways to present and visualize your monthly reports, making the results clearer to non-technical stakeholders. Either way, remaining flexible where relevant to your content monitoring process is essential.

Example

The report Emma Russell constructed during my example content project was a (sorry, not sorry) “game changer.”

The fact that it showed results in real-time, rather than static results from exported data, made such a difference. It was also easier to share the data between internal departments and external resources so everyone was aligned.

Crucially, this report was something that evolved throughout the entire project. For example, we looked for more detailed ways to monitor conversions and gain user behavior insights.

Best Practices for Content Monitoring.

You‘ve heard enough from me; now it’s time to lend the mic back to some incredible SEO talent from my network.

As a heads up, I recommend referring to these best practices when building out your content monitoring process. If any tips would enhance a specific step (or steps) in the above process, I’ll highlight them throughout.

Think of content monitoring as asset management.

Note: The following best practice would be an incredible reference point for the step “choose your goals.”

Portfolio SEO director and agency advisor Mersudin Forbes suggests adopting a critical mindset throughout your content monitoring process. “Instead of monitoring content for change, think of monitoring as an asset management solution,” says Forbes.

“The same as you would look after physical properties, you would want to ensure that anything you create on your website is of high quality and following the trends of what your users require.”

He adds: “So you almost have to ask two questions: what am I monitoring for change, and what am I monitoring for no change.”

Split your site assets by seasonality, interest, and performance…

Note: The following two best practices would be an incredible reference point for the steps “benchmark existing content performance.” and “prioritize content importance for monitoring.”

In the benefits section, Mersudin Forbes mentioned identifying “which parts of your website need maintenance.” He recommends simplifying this “by splitting your site assets by seasonality, interest, and performance.”

Forbes shares the following “seasonality” examples:

  • Financial/budget-related content that would go out of date with new changes
  • Yearly industry changes in compliance
  • Latest reference versions of tools and products being used
  • Showing products by seasonality at the category level

…Then, set up key points in the year where areas of your site will need changes made.

Forbes suggests using your preferred SEO tools and processes “to get ahead of required monitoring and respective change requirements.”

As a practical way to manage these changes, he recommends going beyond a standard editorial content calendar and creating “an asset management calendar with key differentiators by content type.”

Monitor for search intent shift.

Note: The following best practice would be an incredible reference point for the steps “set up automated alerts to monitor changes by importance,” “set up monthly content monitoring reports,” and “use content performance data to inform your strategy.”

Mark Williams-Cook, the digital marketing director at Candour and founder of AlsoAsked, has previously spoken about search intent shift on LinkedIn.

I contacted him as this could be relevant to content monitoring. I’m super grateful that he was happy to share his thoughts.

“I think there’s a misconception that content stops ranking when it’s ‘old,’ when in fact, a lot of the time it’s because the intent of the search has changed and the content no longer matches it,” says Williams-Cook.

He explains that there are seasonal examples of this, such as “Halloween,” which is an informational topic for much of the year “before becoming heavy with commercial intent in October.” He also shares a longer-term example of searches related to “Covid.”

“Using AlsoAsked’s Timeline feature, we‘ve shown how searches for Covid were originally to find _what it is_ and what the symptoms were, and now many searches are more around the legal minimums of what you have to do when you have Covid.”

He adds, “We’re now with tools like ChatGPT and Screaming Frog where you can set up intent shift monitoring automatically.”

an example of alsoasked+chatgpt custom javascript option in screaming frog.

Source

Start heat mapping and recording sessions.

Note: The following best practice would be an incredible reference point for the step “use content performance data to inform your strategy.”

Next, Ben Goodey, the founder of Spicy Margarita Content, shares a best practice related to monitoring how visitors navigate your online content.

“One best practice is to simply set up a free tool like Microsoft Clarity to start heat mapping and recording sessions,” says Goodey. “It’s incredibly insightful to watch a visitor navigate your content and will likely change how you approach content creation in the future.”

an example of a microsoft clarity website heatmap

Source

Link SEO-content performance to broader marketing and business results …

Note: The following two best practices would be incredible reference points to the steps “choose your goals,” “define your key performance metrics,” and “set up monthly content monitoring reports.”

Earlier this year, I was privileged to help craft HubSpot’s Ultimate Guide to SEO.

No mean feat, let me tell you.

In the article, I shared a series of SEO best practices from some incredible leaders in our industry. Zoe Ashbridge, the senior SEO strategist and co-founder at forank (who also writes for HubSpot!), shared some insights regarding metrics and tracking that are worth revisiting in this piece.

Ashbridge discussed the importance of linking SEO results to broader marketing and business results. To top it off, she also shared some metrics and reports she uses to achieve this.

“It’s true that tracking SEO success can be difficult. Unlike PPC, you can’t point to a conversion and know exactly which search term drove it. However, there is a lot you can track,” says Ashbridge.

She adds: “Tracking SEO’s efforts does require some awareness of marketing and how it works holistically. Although tracking SEO’s efforts is an imperfect system, it’s better than the alternative: blind faith!”

… By using the following specific metrics and reports.

Ashbridge reminds us that the metrics you use to monitor online content depend on your sales funnel. That said, there are some metrics she recommends using to monitor SEO success:

  • Clicks and Impressions; Separate Brand and Non-Brand Clicks. “This is very important. While SEO can do a lot with brand search, its primary role is bringing new users to the site through top and middle funnel content.”
  • Performance of Pages Built for SEO That Don’t Pull In a Lot of Brand Search. You can do this by tracking “Revenue or conversions direct from pages created at SEO’s request” using GA4’s landing page report.
  • Track Sales or Conversions From Users Who Also Viewed Content. To do this, Ashbridge uses GA4’s segment overlap.
  • Organic Revenue Sitewide. This is especially critical for ecommerce.

an example of ga4's segment overlap report

Source

If you’re a service-based business, Ashbridge suggests also tracking your leads internally. “The goal is to credit SEO for its sales assists,” says Ashbridge.

“If SEO brings traffic to the site, your retargeting campaign and email marketing might convert them. You can identify content that’s part of the buyer journey with the [GA4] segment overlap.”

Content Monitoring: The Real ‘Hack’ Is To Keep Learning

I hope you’ve learned a ton throughout this article — if not from my insights, from those shared by content leaders in our industry.

On the latter, I’ve been in this marketing game for a fair few years, and I picked up so much new knowledge from everyone who contributed to this piece.

I’m kind of embarrassed to say I’ve never considered heat mapping as part of my content monitoring process. I will definitely take that with me as I monitor online content in the future.

And I love the suggestion of thinking about content monitoring as “asset management” and incorporating this approach into your editorial calendar.

Further, I picked up some incredible tips about reporting with GA4, which, as you know, if you’re in SEO, has been the bane of many a specialist’s life since the sunsetting of Universal Analytics in 2024.

Suffice it to say that there are tips, tricks, and hacks a plenty when it comes to content monitoring. That said, as with many areas of SEO and marketing, the actual hack is to keep an open mind. Because the learning? Well, it never ends.

Categories B2B

How I Write Effective SOPs: A Complete Guide [+ Free Template]

In 2019, I was a freelance writer with no idea what SOPs were, relying on mental checklists and scrawled notes.

Then, I joined an agency where SOPs ensured consistent, high-quality content. At first, I resisted the detailed checklists — they felt mechanical. But after seeing how the agency delivered seamless content for dozens of clients, I became a believer.

Download Now: Free SOP Template

Their SOPs transformed my workflow: clear research guidelines kept me focused, templates halved drafting time, and QA checklists caught errors before clients saw them.

When I returned to freelancing, I created my own streamlined SOPs that keep my work consistent and professional — all without corporate bloat.

For writers, SOPs aren’t creativity killers; they’re like personal assistants, handling the routine so you can focus on crafting great content.

By the end of this guide, you‘ll have the tools and insights to write SOPs that save time, eliminate errors, and scale your productivity. You’ll even discover top templates and tools to make implementation effortless.

Table of Contents

Types of SOPs

SOPs fall into three main categories: technical, administrative, and quality control.

  • Technical SOPs guide precise operations like software deployment or equipment setup. For instance, when you need to standardize your website updates, create a technical SOP that reduces deployment errors.
  • Administrative SOPs streamline business processes such as invoice handling and client onboarding. I have found them valuable for these tasks and for email management. I witnessed how the agency’s administrative SOPs successfully reduced client onboarding time from two weeks to just three days.
  • Quality control SOPs ensure consistent standards across work delivery, whether that’s content creation, manufacturing, or service delivery. They help ensure every output meets your standards. When our team started following the new QC SOP, our client revision requests dropped by 60%.

When to Create an SOP

Through my experience using SOPs at the agency and later adapting them for my freelance work, I’ve learned that an effective SOP can transform chaos into clarity.

In my experience, these documents prove most valuable when consistency directly impacts success. They remove the guesswork from complex processes, making them easier for everyone involved.

For example, customer support teams rely on SOPs to ensure complaints are resolved efficiently and fairly.

Content teams use them to keep publication workflows on track, and finance teams depend on them to streamline payment processing.

Based on my experience, here are the tell-tale signs you need an SOP:

  • When a task requires multiple people to complete it consistently.
  • If errors in the process could have serious consequences.
  • When you find yourself repeatedly answering the same process questions.
  • If regulatory compliance is involved.

However, I’ve also learned that not every process needs an SOP.

For simpler tasks like checking emails or organizing files, I’ve found a basic checklist often does the job better. The key is matching the level of documentation to the complexity and importance of the task.

What should an SOP include?

An effective SOP isn’t just a checklist — it’s a tool for clarity and consistency. To ensure your team can rely on it, every SOP should include a few essential components that make it actionable, easy to understand, and repeatable.

what should an sop include?

Let’s break down these components and explore why each one is essential.

1. Title

The SOP should start with a clear, descriptive title that immediately tells the users what it’s about. Here’s how your title should look.

Template: [Task Name] + [Department] + “SOP”

Example: Blog Post Review Process – Content Team SOP

2. Purpose and Scope

This section briefly explains why the SOP exists, who the SOP is for, and what it covers.

Be specific about the tasks and processes it addresses. Think: What goal does it achieve? Is it for a certain department or the entire organization? This helps employees understand its importance and relevance to their work.

Template: This SOP helps [target user] to [complete task] by [method] to achieve [goal]

Example: This SOP guides content team members through the blog publication process, from the final draft to the live post. It covers WordPress publishing, SEO checks, and social media scheduling. This process applies to all blog content except news articles and product releases.

3. Roles and Responsibilities

For easy identification, place this information near the top of the document.

Include relevant ID numbers, department names, and necessary signatures. Additionally, list the roles involved in the procedure and clarify their responsibilities.

This helps avoid confusion or conflict regarding who needs to do what. Include a concise responsibility matrix that outlines the primary owner, secondary support, approvers, and end users.

Role

Responsibility

Content Writer

Submits final draft, implements editor feedback

Editor

Reviews content, performs SEO check

Content Manager

Final approval, schedule publication

Social Media Team

Creates and schedules promotional posts

4. Definitions

List key terms that readers need to understand to follow the procedure correctly. Include:

  • Technical terms specific to the task.
  • Acronyms and abbreviations used in the document.
  • Industry-specific jargon that requires explanation.

Here’s an example of what that might look like.

  • CTA: Call-to-action (a prompt that encourages readers to take a specific action).
  • KPI: Key performance indicator (metrics used to measure content success).
  • SEO: Search engine optimization (techniques to improve content visibility in search results).
  • Style Guide: A document outlining writing standards and formatting rules.

Pro tip: Keep definitions brief and relevant to the procedure only. Organize them alphabetically for easy reference.

5. Materials and Equipment

This section should state all resources needed to complete the procedure. Include any tools, equipment, software, materials, or access permissions.

For example, in an SOP on “Scheduling Social Media Content,” the materials section would state the following.

  • Required Access: Social media management platform (HubSpot’s Social Media Management Software in Marketing Hub), brand asset library.
  • Software: Meta Business Suite, current version.
  • Resources: Social media calendar, approved hashtag list, content approval form.

Keep the list clear and specific so users can gather everything needed before starting the procedure.

6. Procedure

This section should outline each step of the process in a clear, logical sequence.

Begin each step with an action verb and include any necessary details, branching paths, or conditional steps. Complex procedures may require sub-steps or decision points.

Building on our earlier example, an SOP on “Scheduling Social Media Posts,” the procedure section would state:

  1. Open HubSpot scheduling dashboard.
  2. Select the appropriate social channel.
  3. Upload media content (If video: Verify format compatibility. If image: Check that dimensions match platform requirements.)
  4. Write post caption following brand guidelines.
  5. Add approved hashtags.
  6. Set publication date and time.
  7. Submit for required approvals.
  8. Verify scheduled post appears in the content calendar.

Present the steps chronologically and specify any variations or decision points. Include cautionary notes or tips where relevant for process clarity.

7. Visual Aids

Use images, diagrams, or screenshots to illustrate the steps. Visual aids can make complex processes easier to understand and follow. Like this:

using visual aid in sop document

Source

8. Safety and Compliance

Highlight any safety precautions or regulatory requirements. Make sure employees are aware of any hazards, along with what needs to be done to handle them safely.

9. Troubleshooting

Provide solutions for common problems that might arise during the procedure. This section can save time and reduce frustration by helping employees resolve issues quickly.

10. Approval and Revision

Include a section for approvals, noting who has reviewed and approved the SOP.

Also, add a revision history to track updates and changes over time. This ensures the SOP remains current and accurate.

11. Contact Information

Offer contact details for someone who can answer questions or provide further guidance. This ensures employees know where to turn if they need help.

Pro tip: Before writing any SOP, gather examples of similar procedures that have worked well in your industry. This can provide valuable insights into what information to include and how to structure it effectively.

What does an SOP look like? [Free Template]

A standard operating procedure template gives you a clear, organized format to follow. This makes the process of creating SOPs faster.

HubSpot’s free SOP template, for instance, outlines tasks and processes for your team. It includes sections like purpose, scope, procedures, and responsibilities.

You can customize it with your company logo and add charts or diagrams in the appendix.

This user-friendly template makes sure your SOPs are comprehensive and easy to understand.

hubspot's free sop template

Get Your Free SOP Template Here

Creating an effective SOP doesn’t have to be overwhelming. By breaking it down into manageable steps, you can develop clear, useful procedures that your team will actually want to follow.

Let’s look at these steps in detail.

how to write an sop

Step 1: Identify and prioritize processes and objectives.

When I began creating SOPs, I learned quickly that trying to document everything creates overwhelm and inefficiency.

Start by identifying which processes most urgently need standardization. I recommend evaluating your workflows by asking three key questions:

  • How can the SOP improve efficiency and teamwork? Consider current bottlenecks and how clear, well-documented steps could streamline operations.
  • What will customer service look like with everyone following the SOP? Reflect on the potential improvements in customer satisfaction when your team follows the standardized procedures.
  • How will the SOP boost the company’s bottom line? Think about how consistent processes can lead to cost savings, better resource allocation, and increased productivity.

Identify workflow issues and list departments that would benefit from SOPs, such as finance, legal, HR, customer service, and IT. Then, within each department, pinpoint critical tasks to be performed accurately to avoid issues.

Here’s what that could look like.

  • Finance: Budgeting, financial reporting, payroll.
  • Legal: Contract review, compliance audits.
  • HR: Recruitment, onboarding, evaluations.
  • Customer service: Inquiry responses, complaint handling.
  • IT: Software installation, network maintenance.

Document each process with its name, department, purpose, and key steps.

For example, in public relations, the process of writing press releases should include steps like researching the event, drafting the release, reviewing it, getting approval, and distributing it.

This ensures your SOPs are comprehensive and targeted at improving critical areas.

I also recommend holding brainstorming sessions with team members to capture all relevant tasks and finalize SOP objectives.

Pro tip: Don’t rely solely on management input when prioritizing which processes need SOPs. Instead, review your customer complaint logs and error reports from the last three months.

These documents often reveal which processes need SOPs urgently.

Step 2: Define the end-user.

When I transitioned from freelance writing to working at an agency, I noticed how their SOPs were specifically written for different team members.

While managers reviewed the SOPs, the content was always focused on the people who would use them daily. This taught me an important lesson about audience awareness.

For instance, the agency‘s content review SOP wasn’t filled with management jargon — it contained clear, specific steps that writers like me could follow. This made our work consistent and reduced confusion about expectations.

When I later created my own SOPs for my freelance business, I kept this lesson in mind: focus on the people who’ll actually use the document.

Whether it‘s for research, writing, or client communication, I make sure every step aligns with the user’s actual daily tasks and uses language they’re comfortable with.

Pro tip: A common mistake is writing SOPs at the wrong expertise level. Shadow someone from your target audience for an hour — you’ll quickly spot which details they take for granted and which ones need more explanation.

Step 3: Determine the stakeholders and creators.

definition of stakeholder from investopedia

Source

At my agency, I saw how different stakeholders interacted with SOPs, each bringing their own perspective to make the documents more effective. Through this experience, I learned to consider everyone who touches a process.

  • Leadership provided a high-level vision for how SOPs should align with business goals.
  • Managers helped refine the practices and ensured smooth implementation.
  • But most importantly, the ground-level employees (like myself and my fellow writers) provided crucial input about what actually worked in practice.

I discovered that the best SOPs weren’t just approved by management — they were shaped by the people doing the daily work.

These were the team members who knew the shortcuts, workarounds, and potential pitfalls that needed to be addressed.

Lastly, don’t forget your customers. While SOPs mainly address internal processes, these operations can significantly impact the customer experience.

Keep your audience in mind and design an SOP that streamlines internal processes and enhances client satisfaction.

Pro tip: Many SOPs fail because they don’t include input from front-line workers. While management approval is important, the people doing the actual work should be your primary source of information.

Step 4: Determine the scope and format.

When I started creating SOPs for my writing business, I made the mistake of trying to fit everything into simple lists. It wasn‘t until I experimented with different formats that I found what truly worked for different situations.

The key is to consider who’ll use the SOP and what tools they’ll need.

For example, when documenting my research process, I needed more than a basic checklist. I had to consider which databases I use, my note-taking software, and how I organize sources.

This helped me choose a format that covered all the essential elements without becoming overwhelming.

Here are the most effective formats I’ve encountered.

  • Step-by-step written list: Ideal for simple, straightforward tasks.
  • Hierarchical list: Useful for complex procedures with many steps and decision points.
  • Flowchart: Great for processes with multiple outcomes.
  • Simple checklist: Perfect for tasks that need to be repeated consistently.
  • Video: Effective for visual learners and demonstrations.
  • Interactive course: Engaging and comprehensive for detailed training.

Remember, simpler is usually better. I’ve found that a basic step-by-step list works perfectly for straightforward tasks, while I save flowcharts for processes with multiple decision points.

Pro tip: Create a rough draft in two different formats and time yourself following each one. The version that takes less time to complete while maintaining accuracy is usually your best choice.

Step 5: Gather information.

In my transition from scattered notes to proper SOPs, I discovered that thorough information gathering makes all the difference.

Rather than just writing down what I thought I knew about my content creation process, I took time to research industry best practices and document my actual workflow.

One eye-opening exercise was timing myself while completing a writing project and noting every step, tool, and resource I used.

I was surprised to find I was skipping steps I thought were essential while regularly using helpful shortcuts I’d never documented.

Here‘s what I’ve found works best:

  • Start with research into industry guidelines and best practices.
  • Document your current process as you actually perform it.
  • Note which tools and resources you rely on.
  • Identify potential challenges and bottlenecks.
  • Look for ways to incorporate proven strategies from others in your field.

I also review any existing documentation or procedures I have, even if they‘re just rough notes, to ensure I’m not missing any important steps.

Pro tip: Record yourself completing the process while narrating what you’re doing. This will help you catch small but important details, like keyboard shortcuts or verification steps, that you might otherwise forget to document.

Step 6: Outline and write the SOP.

When I sat down to write my first serious SOP for my content workflow, I quickly realized I needed a clear structure.

Through trial and error, I learned that organizing the document thoughtfully from the start saves countless revisions later.

Let me walk you through the essential components I now include in every SOP.

  • Title page. I make sure to include the basics: a clear title, the date created, and who it’s for. For my content creation SOPs, I also add version numbers to track updates.
  • Table of contents. For longer SOPs (anything over two pages), I’ve found that a simple table of contents helps me and others quickly find specific sections when we need them.
  • Preparatory information. This is where I list everything needed before starting the process. For my research SOP, this includes required software, database access, and template links.
  • Methodology and procedures. This is the heart of the SOP — the actual step-by-step process. When documenting my content creation workflow, I break it down into clear phases: research, outlining, writing, and editing. I include screenshots where they help clarify steps.
  • Quality control. I include a checklist of what “good” looks like, helping to ensure consistency every time I use the SOP.
  • References and glossary. I keep a small glossary of technical terms and links to related resources. This has proven especially helpful when I need to reference style guides or client requirements.

Pro tip: Write your first draft as if explaining the process to someone who’s never done it before. Then, remove any steps that feel obvious to your actual audience. This helps avoid missing crucial details and overexplaining simple tasks.

Step 7: Proofread, test, and revise.

My biggest lesson in creating SOPs came from watching my carefully written instructions fall apart during actual use. I learned that no matter how clear I think my writing is, testing reveals blind spots.

My process now is simple but thorough:

  1. I proofread for clarity and technical accuracy.
  2. I run through the process myself, following my own instructions exactly.
  3. I time each step to ensure the pace is realistic.
  4. I ask someone unfamiliar with the task to follow the SOP while I observe.

Just last week, timing my content research SOP revealed that I’d drastically underestimated how long it takes to evaluate sources. This led me to add specific criteria for faster source assessment.

Pro tip: When testing your SOP, resist the urge to explain or clarify steps verbally. If you want to add verbal instructions, those details need to be written into the SOP.

Step 8: Implement and regularly update.

At the agency, I saw how SOPs evolved with changing tools and requirements. This taught me that even the best procedures need regular maintenance.

This lesson proved invaluable when I later established my freelance business. What worked six months ago might not be optimal today, especially given how quickly writing tools and requirements change.

Taking what I learned from the agency’s review process, I now schedule quarterly reviews of my freelance SOPs.

This practice has helped me catch outdated processes like old keyword research methods that were no longer effective. Regular reviews also help me incorporate new tools and techniques that improve efficiency.

To keep my SOPs current, I:

  • Add comments and suggestions right in the document when I notice something needs updating.
  • Review each SOP when I adopt new tools or processes.
  • Update instructions immediately if I find steps that cause confusion.
  • Adjust timeframes and requirements based on changing client needs.

This approach combines the systematic updating I witnessed at the agency with the flexibility needed for independent work. It ensures my processes stay current while maintaining the high standards I learned during my agency experience.

Pro tip: Set a calendar reminder for SOP reviews. During the review, run through the process exactly as written — you’ll often find steps that could be streamlined or updated with better methods.

SOP Formats: Choosing the Right Structure for Your Business Processes

In my research into SOP best practices, I connected with Leslie Lulham, chief of staff at MarketerHire, who shared a crucial insight: “The most common reason SOPs fail in practice is that they are not used.”

This highlights a key challenge many organizations face: creating SOPs that don’t just document processes but actually drive consistent execution.

Let’s explore three essential formats and how they serve different needs.

1. Step-by-Step SOP

Best for: Clear Process documentation

Step-by-step SOPs are detailed guides that outline the exact sequence of actions needed to complete a task. Each step is listed in order, making it easy to follow and ensuring consistency in execution.

“You must go in assuming the end user knows nothing and fully detail the process,” Lulham emphasizes.

This thoroughness transforms a simple procedure into an effective training tool. Clear, detailed steps help new team members get up to speed quickly while ensuring experienced staff maintain consistent quality.

Step-by-step SOPs work best for:

  • New employee training.
  • High-stakes processes where order matters.
  • Tasks with clear, linear progression.
  • Processes requiring documentation for compliance.

standard operating procedure, sop example for onboarding process

Source

2. SOP Flowcharts

Best for: Mapping complex decision paths

While linear processes benefit from step-by-step documentation, complex decision-making requires a different approach.

Flowcharts map out process steps in a visual sequence, helping users quickly grasp both the flow of tasks and critical decision points.

Lulham offers practical guidance on structuring complex processes: “If any singular step in a flowchart composes multiple actions, it should be broken out into multiple SOPs, which can get hyperlinked back into the original flow chart.”

I like to use the example of the onboarding process for a new contractor. The flowchart might include sending the agreement, setting up email access, and adding them to communication platforms.

Each of these steps involves multiple actions that deserve their own detailed documentation, linked within the main flowchart.

SOP flowcharts are best for:

  • Complex decisions with multiple outcomes.
  • Customer service scenarios.
  • Troubleshooting processes.
  • Tasks requiring quick visual reference.

standard operating procedure, sop example with hiring flowchart

Source

3. SOP Checklist

Best for: Balancing comprehensiveness with usability

Checklists ensure consistency while keeping processes efficient and manageable. Modern checklist design requires a thoughtful approach to user experience.

“I include a ‘TL;DR’ version at the top,” Lulham shares, describing her innovative approach.

“This is just what someone who has already read the doc will need to refer back to. The rest of the doc will be comprehensive and explain the various steps, why we do the task the way we do, and include screenshots,” she adds.

This two-tier approach serves both new users who need detailed guidance and experienced staff who just need quick reminders. It’s particularly effective for:

  • Quality assurance processes.
  • Regular maintenance tasks.
  • Pre-launch verification.
  • Safety protocols.

sop example: an influencer contract checklist https://blog.hubspot.com/marketing/influencer-marketing-power

Pro tip: Before selecting a format, map out your process on paper first. I’ve found this simple step saves hours of revision later, as it helps identify decision points that might need a flowchart rather than a simple checklist.

Benefits of Standard Operating Procedures in Business

Still wondering whether SOPs are a worthy cause? Check out their potential benefits for your business.

  • Consistency. SOPs ensure that tasks are done the same way every time, which keeps quality high and errors low. With everyone on the same page, your products or services consistently hit the mark.
  • Efficiency. Clear instructions help new hires and seasoned employees complete tasks quickly and accurately. This boost in efficiency has a twofold effect on business operations: it saves time and cuts costs.
  • Compliance. In regulated industries, SOPs help ensure tasks are done in compliance with laws and regulations, reducing the risk of legal issues and fines.
  • Safety. SOPs outline the right way to perform tasks, which helps prevent accidents and ensures everyone stays safe. This is especially important in fields like manufacturing, healthcare, and construction.
  • Accountability. SOPs clearly define who is responsible for each task, making it easier to hold people accountable and ensuring tasks are completed correctly and on time.
  • Customer satisfaction. Happy customers are the best customers. SOPs help deliver consistent, high-quality products and services, giving customers the great experience they expect every time. This consistency fosters repeat business and positive word-of-mouth.

Write SOPs That Work For You

Creating this guide brought my own SOP journey full circle.

From resisting structure as a freelancer to embracing it at the agency and then bringing those lessons back to my independent work, it‘s clear now that SOPs aren’t the creativity killers I once feared.

The biggest revelation? Good SOPs don’t constrain us; they free us to focus on what matters. By documenting the routine, we create more space for creativity and innovation.

Whether you’re part of a large team or working solo like I do now, SOPs can transform chaos into clarity – just start small, focus on what matters most, and let your processes evolve as you learn.

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

Categories B2B

11 Important Elements to Include in Your Employee Handbook

In most roles I’ve begun, an employee handbook was the first internal document I read. So naturally, I’d make a lot of assumptions about the kind of place I was hired at based on the employee handbook.

From vacation policies to dress codes to nondiscrimination policies, employee handbooks have given me a clear overview of the dos, don’ts, regulations, and expectations of my new role.

Download Now: Free Employee Handbook Template

They’ve also helped pique my excitement, especially when the company mission, values, and culture are laid out.

Below, I’ll cover the importance of an employee handbook, nine essential elements to include, an employee handbook template, and examples to help guide yours.

Table of Contents

What is an employee handbook?

An employee handbook is an exhaustive document outlining an organization’s policies, procedures, and employee expectations.

It’s a crucial resource for new hires and existing staff. Employees can overview their rights and responsibilities as members of the company.

Why is having an employee handbook important?

Employee handbooks are essential for several reasons, for both the employer and employees. Here’s why.

1. Inform new hires.

When I was hired at Paramount, I underwent a two-day orientation and onboarding.

During this period, I received an employee handbook that outlined staff expectations. That document included ways to promote privacy, harmony, safety, and community.

The handbook was a helpful resource for better understanding Paramount’s culture and how I could be an upstanding member of such a large, global organization.

It was also a relief to know this was a guide I could continuously refer to whenever questions or concerns arose.

2. Document mandated policies.

Paramount requires us to complete several regular employee trainings, including anti-sexual harassment, anti-discrimination, business conduct, and more. These trainings coincide with federal, state, and local laws that companies must uphold.

Employee handbooks are a great place for companies to outline these policies to ensure all staff are given the information they need and that employers comply with laws and regulations.

3. Declare company goals.

Most successful companies have cohesive vision propositions, mission statements, and values that provide context for the company’s purpose. These statements also guide employees toward a shared goal.

Modern employee handbooks include this information to guarantee all workers are immediately made aware of why they were hired and how they can play a role in the greater vision.

Reading this information in my employee handbooks also helped me grow enthusiasm and passion for my upcoming work.

What to Include in an Employee Handbook

Knowing where to begin is difficult when crafting an employee handbook. Check out the sections I have found most useful.

1. Introduction to Company and Values

As mentioned, I’ve found a lot of value in better understanding the company from an internal lens in an employee handbook.

While Paramount has a lot of externally-facing information, employees will get an inside scoop on what makes it so special.

This is a great way to begin the employee handbook, offering new employees an elevator pitch about why the company matters and why they should be excited to join it.

2. Code of Conduct

Here, I learned about the ethical standards and professional behavior expected at the company. It’s helpful to have a baseline of what the company expects of me ethically so I can remain an upstanding member of the community.

I’ve also learned a lot of basic employee-wide guidelines, such as hybrid office requirements and the dress code.

Overall, the code of conduct shares the company’s values and desired behavior that it wishes to foster in employees of all levels.

3. New Hire and Separation Policy

As a new hire at Paramount, I had endless questions about my new employment, particularly how and when to enroll for benefits. This section provides information about that, as well as more serious topics such as disciplinary systems.

In tandem, it provides information in case an employee wishes to depart the company for whatever reason.

Workers who don’t feel comfortable asking certain questions before announcing their leave can refer to the employee handbook to understand when their insurance coverage ends and if they will be paid out for unused time off.

4. Performance and Career Development Policies

Forward-thinkers like me are always planning for what’s next. When I start a new role, I want to feel confident that I’ll join a team that prioritizes my learning and career growth.

This section is a great place to lay out how promotions and raises occur, and what opportunities the company provides for employees to broaden their knowledge

5. Compensation and Benefits Policy

This section has been extremely vital to me as a new hire and long-standing employee.

It’s a great place to refer back to whenever I want to remind myself about my insurance coverage or sign up for a new program like tuition reimbursement.

It’s also where I go to understand my compensation. New hires will likely have questions about how they’re paid (weekly or bi-weekly) and how their payroll deductions look. It’s important information to have readily available.

6. Leave Policy

I’m grateful to work on a team and at a company that encourages me to take time off for vacation, sick time, and personal days. I learned a lot of this information in the employee handbook.

Since I’m not a salaried employee, the handbook explained how many PTO and sick days I received per calendar year, as well as what federal holidays the company observes.

It’s helpful to be able to refer back to this guidance when planning vacations and future time off.

7. Equal Employment and Nondiscrimination Policy

As a young woman of color, working at a company that recognizes the importance of diversity and inclusion is an absolute priority.

I pride myself on working for a team with all kinds of people who have diverse perspectives, which makes our work stronger.

I believe all companies should highlight these policies in their employee handbooks so new hires know from the get-go that the company is serious about who it wants to contribute to the culture.

8. Computers and Technology Policy

Many companies like mine have embraced a hybrid work environment, meaning we go into the office a few days a week and work remotely the other days.

For this reason, employees at my company receive company-owned devices, such as laptops and phones.

This can lead to many security and privacy issues, so I recommend including a section in the employee handbook that communicates regulations around using company-owned devices and programs.

9. Health and Safety Policies.

My company conducts bi-annual fire and safety procedure walkthroughs with security. However, as a new hire, I was eager to know these protocols from the start, since I had just missed the last round of walkthroughs.

The employee handbook is a good place to detail security procedures, such as requiring badges for entry and protocols in the case of emergency events, such as a fire.

This also helps reduce company liability by ensuring this important life-preserving information is provided to all new hires.

10. Non-Disclosure Agreement and Confidentiality Policy

One of the perks of being at my company is being privy to data, information, and plans that are not for the public eye. But with this opportunity comes a big responsibility to preserve the confidentiality of this knowledge.

Therefore, it’s essential to clarify in the employee handbook what is considered confidential information for internal operations and clients and how to maintain privacy to ensure it’s not misused or shared externally.

11. Signature Page

The most important part of the employee handbook is when employees actually agree to all the policies, procedures, and systems laid out.

This ensures employees read and agree to the terms of the handbook and that the company is protected in the case of a wrongful termination lawsuit.

Now that I’ve conveyed the areas I’ve found valuable in my employee handbooks, let me share a template that dives more deeply into what to include in each section.

Employee Handbook Template

Employee Handbook for [Company Name]

Introduction to Company and Values

  • Describe the company’s history, including when, by whom, and why it was founded.
  • Lay out the company mission statement.
  • Include insight into the company culture and what elements are prioritized in the workplace, such as autonomy or continuous education.

Code of Conduct

  • Offer a general overview of ethics and compliance, which allow the company to fairly regulate and assess an individual’s behavior.
  • Detail important policies, including tardiness, dress code, and disciplinary actions.
  • Provide resources for employees to reference when encountering ethical predicaments.

New Hire and Separation Policy

  • Let new employees know whether they need to wait to receive their benefits (and how long) and what steps to take if an employee wants to quit.
  • Outline the progressive discipline policy, which is a structured approach to addressing employee misconduct or performance issues using increasingly strict steps that allow employees to correct errors.
  • Summarize what benefits employees are entitled to and for how long, if terminated.

Performance and Career Development Policies

  • Lay out the employee evaluation process and at what cadence these reviews should be set up with managers.
  • Explain when and how promotions happen, as well as training and learning opportunities.

Compensation and Benefits Policy

  • Detail critical benefits regarding health care, dental, vision, life insurance, and stocks.
  • Share information about other employee benefits, such as tuition reimbursement, commuter benefits, parking, employee referral bonuses, and 401(k) plans.
  • Provide guidance regarding compensation, such as total salary, payroll deductions, and compensation increases for specific job descriptions.
  • Document the payment schedule for each employee (weekly or bi-weekly).

Leave Policy

  • Share how much paid and unpaid vacation time employees receive.
  • Clarify policies around sick time, medical leave, and paid family leave and ensure these comply with U.S. Department of Labor laws, if applicable.
  • List company holidays.

Equal Employment and Nondiscrimination Policy

  • Include an employment and nondiscrimination policy, per The U.S. Department of Labor Equal Employment Opportunity law.
  • Reiterate to employees that discrimination or harassment won’t be tolerated in the workplace.

Computers and Technology Policy

  • Relay what employees can and can’t do with their provided technology.
  • Inform whether the company has the right to view emails sent on company computers, if social media should be avoided on these devices, and how much privacy they should expect while using company property.
  • Share if any actions performed on company technology are fireable offenses.

Health and Safety Policies

  • Outline workplace safety guidelines, such as badge usage, guest policies, and prohibited items.
  • Relay vital emergency procedures in the event of a fire or security lockdown.
  • Let employees know their rights as administered by The Occupational Safety and Health Administration (OSHA).

Non-Disclosure Agreement and Confidentiality Policy

  • List what information employees must keep private, such as the company‘s internal business plan, client information, and employees’ financial account information.
  • Share ways employees can ensure privacy and confidentiality, such as avoiding public wifi, never leaving company devices unattended, and requesting NDAs from partners before sharing documents.

Signature Page

  • Include a signature page at the end of the employee handbook that states the employee has read and agreed to the information detailed in the employee handbook.

If you’d like an even more seamless, plug-and-play template, check out HubSpot’s free employee handbook template that offers a foundation to integrate your brand’s personalized messaging and information.

Sample Employee Handbook

I recommend you create an employee handbook that’s unique and particular to your culture and company values.

However, I’ve developed a sample employee handbook to help get you started. I open with a company overview and information about the business’ values.

sample employee handbook, healthy tea

Many sections are too personal and legally sensitive to include in a sample.

For instance, review state and federal laws and contact a lawyer when writing a non-disclosure agreement. After the intro, I recommend adding information about your culture code. Then, you can talk about specific policies.

sample employee handbook, healthy tea

After this section, I recommend listing out any relevant employee benefits. That includes their compensation, benefits, and paid time off.

sample employee handbook, healthy tea

The last portion of my sample handbook features bracketed sections that relate to government regulations. If this were my business, I would include that information then ask for an employee signature.

sample employee handbook, healthy tea

Employee Handbook Examples

I’ve established that several sections in an employee handbook are fairly standard — not to mention legally required. Additionally, many policies are for internal eyes only, making them inaccessible to curious blog writers.

Therefore, I’ve gathered a list of creative, unique culture pages, books, and codes.

These are terrific ways to begin an employee handbook. They go beyond a traditional company history and overview to embrace bold design, humor, and imaginative language and accurately portray the company’s culture to new hires.

Of course, these examples are not standalone employee handbooks, but take a page out of these brands’ books to jazz up an otherwise mundane, standardized document.

1. Warby Parker

Warby Parker is a fashionable, affordable eyewear brand from whom I’ve purchased one too many pairs of eyeglasses. Its culture book is designed as a digital guide, representing its stylish, innovative brand qualities well.

I especially love the aesthetically pleasing color scheme, soft fonts, imagery, and sense of humor.

warby parker creative employee handbook rules.

Source

While I’m interested in a company’s origin, I don’t necessarily want to read a lengthy history book about it.

Warby Parker does a phenomenal job of keeping its history short and easily digestible by designing the origin story as a text conversation and the history as a visual timeline.

warby parker origin story.

Source

warby parker history.

Source

Lastly, I love the emphasis on the company values, framed as “Our Promise.” This shows that these statements aren’t just things the brand values and hopes to accomplish but vows to.

warby parker company values.

Source

If I were an employee at this company, I would feel confident that this is a place that encourages creativity, doesn’t take itself too seriously, and prioritizes the well-being of its workforce.

2. Netflix

Netflix’s culture page is a great example of how a brand can personalize its employee handbook for potential, new, and long-time hires.

While an employee handbook has a lot of important, mandatory information, it can also excite employees.

Unlike Warby Parker, this page has a crisp and clean black-and-white design. However, I think this works well with the language used. It’s a sincere and honest ode to the culture they have and aspire to have.

netflix modern employee handbook principles.

Source

I love the above introduction, as it authentically reveals what Netflix prioritizes in its workforce while admitting that it sometimes falls short of these goals and is a work in progress.

As a new hire, joining a company that prides itself on perfection is intimidating, so it’s a relief to know you can be a part of the continuous growth.

Below is a snapshot of how Netflix outlines its rules, without getting too into the weeds (that’s for internal, hired employees).

netflix policy on rules.

I appreciate this section because it calls out that there are strict rules for essential policies, such as harassment and privacy.

But then, the brand personalizes by stating some of their less serious policies, such as “Take vacation” being their vacation policy, and “Act in Netflix’s best interests” being the expenses policy.

Language like this gives important information while offering context about the company culture. There is a way to be serious about serious matters and playful about the fun parts of an employee handbook.

3. HubSpot

Not to toot our own horn, but the HubSpot Culture Code is pretty great.

One of my many favorite parts is that it’s in a slide presentation format. This makes it feel less daunting and more accessible to flip through on occasion, rather than digging through a lengthy document.

I appreciate that HubSpot recognizes the Culture Code as more than just an employee handbook — it’s a way of life. It goes beyond the necessary by explaining the hows and whys new hires care about.

After all, job descriptions describe a lot about a role but less about how it feels to be a part of the community.

hubspot employee handbook - culture code

Source

Since the Culture Code is 128 slides, there’s a quick summary of the tenets on slide 17. Not only does this function as a sort of table of contents, but it also works as a set of company values that will be influential.

hubspot culture code tenets.

Source

The HubSpot Culture Code seamlessly combines important policies and information for new hires with motivational, innovative messages. It conveys key legal and cultural points in the same presentation.

hubspot culture code career opportunities.

Source

For instance, in the slide shown above, new hires receive explicit information about career development opportunities available at the company.

This aligns with the Performance and career development policies mentioned above while being reassured that HubSpot prioritizes career growth just as much as its products.

I’m also a big fan of short, clear mottos that are easy to recall and apply to several challenging situations. Things can get complex in a new job, so connecting a problem to the basics can help new hires put their work into perspective.

You can see this concept exemplified in the following slide.

hubspot culture code goals motto.

Source

Now that I’ve walked through some powerful employee handbook samples, read on for code of conduct samples.

Code of Conduct Samples

The code of conduct, which follows the company overview section of an employee handbook, is largely important and equally as difficult to craft from scratch.

That’s why I’ve included some real examples of successful and inspiring codes of conduct:

More Than a Handbook

I’ve never considered how essential an employee handbook can be. I’ve referred to many of mine before for understanding my rights and responsibilities.

However, working on this post taught me that an employee handbook also offers the opportunity to brand one of the first documents new hires touch.

It’s an opportunity to share a company’s personality and what makes it an amazing place to work. Your new hire had the chance to impress you — now it’s your opportunity to impress them.

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

Categories B2B

The 12 Sharpest Lessons from Marketing Leaders at Fortune Media, Liquid Death, Oatly & More

Each week, Laura, Caroline, and I get to sit and chat with some of today’s most innovative marketing masters. We’ve run down the rabbit hole with folks from Spotify, Liquid Death, Oatly, New Balance, Zapier, Hootsuite, the Brooklyn Nets, and even the makers of Chicago’s most beloved tirefire-flavored liquor.

If you could smoosh all of their combined wisdom into your head, it would be like getting your… well… master’s in marketing. (Oh, hey. I just got the name.)

Well, you can’t. Not until brain chips are a thing.

Click Here to Subscribe to Masters in Marketing

Until then, you can do the next best thing: Check out 12 of the most insightful, provocative, or just downright useful lessons our experts had to share.

Lesson 1: People aren’t brainless consumers.

Here‘s a fun fact: At Liquid Death, they don’t use the word consumer. Ever.

Instead, they have a team called “human insights.”

Greg Fass, Liquid Death’s VP of marketing, is proud to work against the mindset that people are just “brainless consumers” whose sole purpose on Earth is to consume products. (Yep – that’s a direct quote.)

Instead, he says, “At Liquid Death, I‘m proud that we think of our audiences as people. And when you think of them as humans, you understand they’ll get a piece of copy that isn‘t straightforward, or jokes other brands are afraid to make. They’re intelligent, and have a sense of humor.”

It’s a philosophy that has served them well. Just consider the commercial where Martha Stewart is a serial killer chopping off hands to make candles — not exactly something that would go over well in a standard marketing pitch.

Liquid Death has done more than reinvent the better-for-you beverage category — they’ve reinvented marketing, as well.

Embracing their anti-marketing approach can help you discover fresh and novel ways of connecting better with, well, other humans.

Read Martha Stewart, $400K Fighter Jets, and Comedy Writers: How Liquid Death Wins at Anti-Marketing, According to Liquid Death’s VP

Lesson 2: “If you’re not risking your career on a bold marketing move, you’re not thinking big enough.”

Ron Goldenberg, VP of international marketing & innovation at BSE Global, got plenty of pushback when he pitched a Brooklyn Nets activation — in Paris, complete with an orchestral tribute to The Notorious B.I.G. and Brooklyn Nets-inspired pizzeria.

One colleague even said to him, “You really think Parisians are going to show up to a Brooklyn Nets pizzeria?” (I get the hesitation — don’t they live off of escargot and croissants?)

He knew there could be major ramifications if the event flopped. But he believed in the concept enough to risk it all.

“If I‘m going to get fired for anything, it’s worth [it] for an orchestral tribute to Biggie in Paris,” Goldenberg told me last week. “When your ideas are big enough and bold enough, and you believe in them to the degree that you‘re willing to take a reputational risk, that’s when you’re onto something.

Playing it safe can be a risk in itself. But marketing thrives on standing out, which demands taking chances.

For Goldenberg, the payoff was massive:

  • Fans snapped up all 15K tickets to the Nets-Cavaliers game, 3.3K visitors indulged in Brooklyn pizza, and Biggie’s tribute sold out in five days 🍕
  • 450K unique visitors to Brooklynets.com/paris
  • 64K emails captured (90% net-new to their database)
  • 195% YoY surge in ticket sales to French consumers and over seven figures in total revenue 💵

Source

Goldenberg got stakeholders on board by being blunt: “You all need to understand how important this is, not just for the Nets but for our fans and the global sports industry,” he told colleagues. “It’s never been done before at this scale.”

Sticking to the tried-and-true is tempting. But it was insight matched with instinct that landed Goldenberg his big swings.

Read How An NBA Marketer Brought the Brooklyn Nets to Paris (& What Marketers Can Learn from Him)

Lesson 3: Break the fourth wall.

The first Malört ad I ever saw was in 2022, in season one of the Chicago-set TV show The Bear, of all places. Anna Sokratov says it was one of the first ads they ever ran — for nearly a century prior, Malört relied on word of mouth and Chicagoans pranking out-of-town guests.

Since marketing Malört is such a new phenomenon, Sokratov, brand manager for Jeppson’s Malört, feels a lot of freedom to be funny, to be outlandish, to be experimental. (In fact, one of the people she looks to for inspiration is previous marketing master Greg Fass of Liquid Death.)

It’s an old saw at this point that authenticity drives consumer loyalty. But less is said about what authenticity looks like. “People are really looking for brands that break that fourth wall,” Sokratov says. “They want to see the people behind the brand.”

Past and present employees appear in a series of ads featuring Malört faces (Google it), which are underscored by the tagline, “Do not enjoy. Responsibly.” Malört may be a lot of things, but it’s neither dishonest nor indirect.

Read “This is disgusting, try some”: Marketing Chicago’s vile-tasting liqueur

Lesson 4: Use the peanut butter method.

“Everyone hates advertising, but they’re okay being sold to,” Hassan S. Ali, creative director of brand at Hootsuite, says.

It’s like using peanut butter to sneak your dog a pill. “If people are willing to be sold to, pitch the pill in something yummy. People will watch it.” (Let’s ignore for a moment that we are all the hapless dogs in this analogy.)

“I often think that the best ads are ones we can‘t measure, because they’re shared in a group chat with friends.” I sincerely hope nobody is working on a pixel that can track my group chats, but it’s true that if somebody shares an ad, it’s because it’s both funny and emotionally resonant.

Maybe you see a funny ad for diapers. Your sister’s just had a baby, and you share the ad in the family group chat. “All of a sudden, there’s a bond formed through this piece of advertising.” And it goes beyond “here, buy this thing,” Ali says.

Without that (hopefully imaginary) group-chat tracking pixel, traditional marketing metrics won’t necessarily be of much use.

“But what did you solve for the customer?” Ali asks. “Those are the real results.” The more we can focus on that, “the better we’ll be as marketers.”

Read Marketing for the Lulz

Lesson 5: Don’t let growth marketing dominate your strategy

A favorite rant of Brendan Lewis (EVP of global communications and public affairs for Oatly) is his belief that growth marketing needs to be “neutered, if not totally destroyed.”

“It‘s nothing more than spreadsheet marketing,” he tells me. When marketers are buying clicks and perfecting their emails for click-through rates, Lewis says they’re leaving out an essential ingredient: emotion.

If you water down your message to optimize it for clicks, you lose your soul,” he tells me without a trace of grandiosity. “The emotion and the belief has to be there. It can’t just be somebody looking at email click-rates all day.”

(Got it – I‘ll stop obsessing about this email’s subject lines…)

For Oatly, this means taking the leap without testing it to death first. Like in 2023, when the company bought billboards in Times Square to proudly endorse its climate label. (The Oatly team invited the dairy industry to join them. They declined.)

The secret sauce? Oatly is a mission-led company that happens to sell oat milk; it’s not a product-led company in search of a mission. So its leaders are able to act on impulse and hunch as long as they know their messaging caters to their larger goal of promoting sustainability.

Read It’s Like Marketing, But Made for Humans: Lessons from Oatly’s EVP

Lesson 6: Less strategy, more heart.

I’ll admit, this lesson sounds suspiciously like a Friday Night Lights quote.

But it’s also a takeaway Jenna Kutcher, host of The Goal Digger podcast, is passionate about sharing.

“As creators, we need to get back into the creation of our content. We need to go back to what worked a decade ago and share our lives and what we love online,” she tells me.

Too many business owners have created systems and teams and gotten too far away from the content, and their audiences feel that divide.”

Case in point: How likely are you to respond, “OMG CUTE” to an Instagram reel from Lululemon‘s branded handle? I’m guessing not likely.

But what about when a friend posts herself in new Lulu joggers?

In the age of AI, people are desperate to connect with real humans.

Impressively, this means Jenna is the only person who creates IG content for her 1M+ followers. She also responds to all her own DMs and comments.

Nobody on her team has access to her login because “that’s the heartbeat of my connection with my audience.”

Jenna’s advice here is simple, but not easy: “Take some of the strategy out, and put the heart back into it. Be off the cuff, and share things for the sake of sharing versus just looking for ways to monetize.”

Read Digital Marketer Jenna Kutcher Thinks You’re Overcomplicating It

Lesson 7: Your customer is the hero. Not you.

April Sunshine Hawkins, co-host of the Marketing Made Simple podcast, sees too many marketers position their brand as the heroes, and she says it’s one of the biggest mistakes marketers can make.

“Everybody wakes up the hero of their own story. Your customers, the people you’re trying to draw in… The story needs to be about them.”

In other words, you’re not Batman — you’re Alfred.

Take a recent example: Hawkins was working with a jewelry brand that creates products in Malawi and pays their workers 3-5X the minimum wage. Naturally, they wanted to shout that from the rooftops. Who wouldn’t?

But Hawkins stepped in and pointed out that the brand isn’t supposed to be the hero. The customer is.

“We rewrote the campaign to ask, ‘How can these pieces help people celebrate a milestone — like a promotion, an anniversary, a birthday?”

Suddenly, the jewelry wasn’t just jewelry; it became a badge of a customer’s big (and small) life moments.

Have you ever landed on a website and read the first few sentences and thought, Wow, is this person in my head? That’s the end-game: For your customers to feel like you get them.

“When we can position our products to align with what our customers are feeling, it creates that ‘ding, ding, ding’ moment — ‘That’s me! This is for me!’” Hawkins says. “That’s what we’re looking for.”

Read You’re Not The Hero — Your Customer Is

Lesson 8: Engage with the people who engage with you.

While you’re busy figuring out how to connect with your audience, don’t forget to actually connect with your audience.

“The number one thing you can do to maximize any budget you’re spending is to simply engage with the people who are engaging with you,” says Chandler Quintin, co-founder and CEO of Video Brothers.

And he’s not just talking about reactive engagement, like answering social messages or responding to emails. That stuff’s a given. He’s talking about proactive outreach to the people who interact with your business presence. Quintin himself sends a message to anyone who views his LinkedIn profile or watches a video he posts.

“We have booked almost 80% of our calls through simply engaging with people that engage with us versus them going to our website and filling out a form.”

And I’m a living testimonial to this tactic. Thursday morning, I’m sipping tea and cruising LinkedIn in search of marketing masters. (I do it for you! Well… not the tea. That’s for me.) Minutes later, Quintin messaged me asking for help because he was upside down. (See the hero image above.) Friday morning, we’re scheduling an interview.

Quintin acknowledges that this takes effort.

“It does take a lot of time. There might be some ways to automate it. But at the end of the day, I think people can kind of see through automations a little bit. Especially when you’re trying to make an authentic connection. The bar for that is: Just be authentic. Be a human being.”

But the return is worth the effort.

“If you only have $1,000, you’re going to be able to turn that $1,000 into the power of five or 10,000 if you just go that extra mile and engage.

Read How an Entertainment Strategy Helps You Cut Through the White Noise

Lesson 9: Turn negative moments into a chance to show up.

Dawn Keller, CMO for California Pizza Kitchen, recounts a story:

Recently, a customer ordered mac and cheese from CPK — and just got cheese.

After she posted the vid on TikTok, CPK responded with a video in which Chef Paul jokingly walks through the steps of properly making a mac and cheese (emphasis on: Add the mac) and then announces 50% off mac and cheese for all CPK customers. (Since the customer only got 50% of her meal — get it?)

 

CPK’s TikTok response got 13.5 million views. Keller was shocked… and thrilled.

It was mind-blowing to everybody [how well it did], but we believe what really made the difference was how we showed up — in a super authentic, humble, self-deprecating way. It wasn’t corporate-y or stuffy.”

CPK could‘ve chosen to ignore the customer’s complaint altogether, or they could‘ve commented on the video with a generic “I’m sorry!” customer service response. Instead, they decided to use the opportunity to reframe the narrative into something fun and lighthearted.

And as Keller points out, “We still got to reinforce what matters to us — which is that we have quality food, and we care about our guests. Authenticity and entertainment is what gets people’s attention… Not just that you’re using socials as an advertising channel.”

We’ve heard it across the board this year from Greg Fass, Jenna Kutcher, and plenty of other Masters in Marketing, and the point holds true: Being authentic and showcasing the human behind your brand is a much better strategy than a polished ad these days.

Read How California Pizza Kitchen Embraces Change, Goes Viral on TikTok, and Gives Consumers FOMO

Lesson 10: Be ready to tell leaders what you’ll stop, start, and continue.

Emily Kramer, founder of MKT1, has been the “first-ish” marketer four times at companies ranging from 10 to 300 employees, so my first question was an easy one: If you’re the first marketer at a company, where the heck should you start?

Kramer told me whether you’re a team of one or leading a 200-person marketing department, the answer is the same: Prioritize, prioritize, prioritize.

“First, you need to figure out where you can win. Where can you stand out? Where do you have the biggest advantage over competitors? What channels make the most sense for your business?”

This translates to: Stop doomscrolling through TikTok for “inspiration” or convincing yourself a snazzy newsletter giveaway will save the day. Start with what matters most.

You‘ve got to have a framework for how you’re prioritizing — you have to put a stake in the ground about what you think is important, and why. If you don‘t, you’ll just get barraged with requests.”

One of Kramer’s go-to moves when joining a new company is to create a “start, stop, continue” plan. That way, execs can quickly see, “Oh, we already tried that,” or “We’re stopping this, and here’s why.”

Otherwise, your founder might just get a little too obsessed with the idea of you publishing ebooks on Amazon as the “next best marketing move.”

(Not speaking from experience or anything.)

Read How An Obsession With Quality Led Emily Kramer to 48k Newsletter Subscribers and Counting

Lesson 11: DIY — with curiosity.

“I always seem to have a side hustle these days,” says Maryam Banikarim, managing director of Fortune Media. (One gets the sense that Banikarim has always had to have a side hustle.)

It’s just that Banikarim’s side hustles would make most primary hustles envious. Last weekend, she celebrated the third year of The Longest Table, a community-building event born out of a need for human connection back when everyone was masking up and sharing tips on finding Lysol wipes.

She saw a neighbor put a folding table outside so they could eat dinner with a few friends. She introduced herself and thought, “What if I did that?”

One also gets the sense that Banikarim doesn’t do rhetorical questions. She started with a few posts on Next Door and an eight-person outdoor potluck on her street in Chelsea. On October 6, 2024, over a thousand people showed up for dinner.

Together they cobbled together a Squarespace website, and “we use HubSpot to email people.” (We did not bribe, pay, or threaten her to say that.—ed.) Banikarim doesn’t complain about DIY marketing tech; on the contrary, she refuses to be outpaced by evolving technology.

“Marketing has always been for people who are curious,” Banikarim says. And “in order to constantly be learning, it’s really helpful to be touching the tools yourself and not just directing from up high.”

Read One Question That Will Reinvigorate Your Approach to Marketing

Lesson 12: Marketing should make your buyer feel confident — not insecure.

Fashion is a notoriously confidence-crushing industry. Plenty of major fashion and beauty brands thrive off making their consumers feel less-than. They want you to know you’re not cool yet, but you will be when you wear those jeans or that jacket.

But Matt Zaremba, director of marketing for Bodega, calls that kind of marketing “empty calories and empty suits.”

“Sure, you‘ll find a cohort of people who you’ll grow with because you‘re showing them what they’re not. But eventually they‘ll find a brand that makes them feel like they are enough, and they’ll switch to that brand,” he says.

His MO? Being as humble and relatable as possible: “Fashion brands should offer tweaks to your journey of style and culture. I don‘t want to talk down to people and say, ’Oh, you don‘t know this musician?’ I‘d rather be like, ’You gotta check this out.’ There should be no ego in it.”

Whether you’re a B2C or B2B marketer, the sentiment stands — personifying your brand as the “cool kid” works for some brands, but what works better for most is simply being helpful, curious, and encouraging.

Read Bodega’s Matt Zaremba on How to Avoid Empty Calorie Marketing

Mastery in the Making

Feel that? That squeezy feeling is your brain getting bigger. Got room for a little bit more? Subscribe to Masters in Marketing and get fresh lessons in your own inbox each week.

Click Here to Subscribe to Masters in Marketing

Categories B2B

Building the Right Foundation for Cornerstone Content — Here’s Everything I Know

I remember exactly where I was when I stumbled upon the concept of cornerstone content for the first time. It was a fresh winter’s morning in late December, and the sunshine glistened over the frosted ground … Okay, I kid, I kid.

So, the cornerstone content model isn’t exactly ‘Moon Landing’ material. But, it did completely revolutionize how I think about and implement content strategy.

Download Now: Free Content Marketing Planning Kit

As a junior content marketer, it gave me my first logical framework for creating, organizing, and managing content production. Before then, it kinda felt like I was throwing content ideas at the wall until something, anything, stuck. There was nothing to “hang my hat on,” so to speak.

Aside from a logical framework, cornerstone content also gave me a tried and tested method to increase search engine visibility for my clients. I also know for a fact that cornerstone content formed part of the SEO content strategy that still drives millions of visits to the HubSpot blog today.

Interest piqued? Cool! Please keep reading to learn from me and some incredible leaders in the SEO industry.

Table of Contents

What is cornerstone content?

Cornerstone content is the most important content on your website. We‘re talking about the best of the best, your magnum opus, the articles or landing pages you’d bend over backward to place in front of your ideal customer or reader‘s eyeballs.

In short, it’s content you want organic searchers to come in contact with first.

Not only does cornerstone content set the tone for what folks can expect from your brand, website, and offering, but it should also form a critical part of your SEO strategy.

Ideally, you want these cornerstone pieces to rank on page one of the search engine results pages (SERPs) for relevant queries that your ideal audience uses.

Note: You might have heard cornerstone content referred to as “pillar content,” — which, honestly, is low-key my preferred terminology. This also leads me to a little more oh-so-necessary clarification …

Cornerstone content vs. cluster content: What’s the difference?

To fully understand cornerstone content, I‘d argue you must also understand cluster content. They’re kind of like two halves of a whole that work together to form the pillar (aka cornerstone) cluster content model. Confused? No sweat, let me break this down.

A piece of cornerstone content, like an article, functions as an introduction to an entire topic category or subcategory of content on your website. Simply put, it introduces your audience to a core topic or subtopic that you already cover or plan to cover rigorously.

cornerstone-content-2-20241224-9437131

Source

Cluster content, on the other hand, acts as supplementary content that expands upon and supports your cornerstone content.

Example

Let’s say you run a music website. Because of the nature of the site, you often share multiple articles about various music genres like pop, metal, and punk.

In the cornerstone model, each genre would become like a different category or cornerstone topic you write about. In this example, a cornerstone piece of content might be something like “A complete history of punk music” or “The best punk music from the 70s until now.”

Meanwhile, cluster content would involve more niche articles that relate to and thus support the cornerstone content. So that might be something like “The best pop-punk songs from the early 2000s” or “American vs. British punk: what’s the difference?”

Benefits of Cornerstone Content

If you don’t already know, my panel of hand-selected content experts (ooh, fancy!) are here to share why cornerstone content can be the gift that keeps on giving.

Increase search engine visibility.

There‘s a reason SEOs joke about criminals hiding bodies on page two of the SERPs … (If you’re wondering, it’s because no one ever looks there. Yuk-yuk-yuk!)

But seriously, search engine users rarely look beyond page one.

Don’t believe me? Backlinko analyzed 4 million Google search results and found that “only .63% of Google searchers clicked on something from the second page.” Simply put, if search engine users don‘t find what they need, they’re more likely to adjust their search terms than scroll beyond page one.

Thus, search engine visibility matters. That’s why SEOs put so much effort into earning page-one ranks for our employers and/or clients. Lucky for us, cornerstone content can help.

Expert Insights

As Mersudin Forbes, a portfolio SEO director and agency advisor with 15 years of SEO experience, says, “For me, as an SEO Consultant, this [cornerstone content] is always steering towards search engine visibility. But it really does go way beyond this.”

He explains that the concept can extend to “any type of traffic or engagement you want to optimize on your web properties or other mediums such as newsletters.”

Pro tip: Check out HubSpot’s SEO starter pack for more ways to boost your search engine visibility.

Make your first impression count.

According to Netcraft’s 2024 Web Server Survey, over 1.5 billion websites are online today. Even if you only count the active sites — around 200 million — the competition for online attention is fiercer than ever.

Combine the above with ContentSquare data highlighting that the average time people spend on a website is dropping. Well, that fierce competition just got fiercer.

The crux? When you get a reader’s attention in the SERPs and earn their click, you need to make it count.

Expert Insights

Ben Goodey, the founder of Spicy Margarita Content, and I agree that cornerstone content can be your best friend here.

“I find cornerstone content really important because it’s often the first piece of content you create as a company,” says Goodey. “It sets the bar for your style and quality — and is therefore very likely to dictate how good content that follows is.”

He adds: “Because cornerstone content is also more top-of-funnel ‘ultimate guide’ style content, it’s often your audience’s first big touchpoint with you. You have the opportunity to grab a lot of attention, place your stake in the ground as a brand, and make it crystal clear to your audience who you are and how you do things. It’s a great way to connect with audiences and instill your brand from the off.”

Your friend and mine, Ryan Jones, the Marketing Manager at SEOTesting, shares how this first impression can help your brand establish authority within its space.

“The most crucial benefit of cornerstone content is that it helps your brand establish authority within its space,” says Jones.

“A well-researched, informative piece of cornerstone content positions you as an authority within your field. This helps build credibility with your site’s readers and encourages them to spend more time on your site and explore the other content you offer.”

Reduce your bounce rate.

Your bounce rate is the percentage of folks who click on one of your website’s pages and then leave without converting or visiting any more pages.

Fun factoid alert: According to the HubSpot State of Marketing Report, the average website has a bounce rate of around 37%. As for a “good” bounce rate? Jetpack chalks that up at between 26% and 40%. Meanwhile, a “bad” bounce rate is around 56% to 70%.

The good, the bad, and the average estimates aside, bounce rates can differ massively between industries and niches. So, while it’s not always the be-all and end-all, it can indicate whether a web page:

A) Matches a user’s search intent.

B) Provides a good user experience.

C) Makes a good first impression.

A + B + C = a satisfying, rather than frustrating, user experience.

Given that ContentSquare data finds one in three users end web sessions due to frustration, providing a seamless user experience should be top of mind for all publishers.

Nothing in life is guaranteed. That said, a high-quality piece of cornerstone content is more likely to reduce your bounce rate by thoroughly breaking down a topic. This will give users everything they need in one place (so they don’t have to exit your site).

And naturally, funnel users through a series of related content pieces (providing seamless next steps). All of these factors culminate in reducing user frustration.

Expert Insights

Mersudin Forbes also emphasizes the importance of making it easy for users to navigate your site through cornerstone content, ultimately aiding UX.

“Cornerstone/pillar content should be easy for users to understand and navigate to from your information architecture,” says Forbes. “Putting it at the forefront of what you would want your users to find.”

He also explains that your cornerstone content “should help funnel users to other supporting and related pieces of information.” This allows “you to cluster your other pieces of content around your core topic areas.”

The kicker? A logical pillar-cluster content breakdown is beneficial for user experience.

Assist with link acquisition.

Regarding SEO, I’m an on-page and content girl these days. That said, I actually started in link building (i.e., off-page.) I worked on multiple link-building campaigns as a guest post writer for a blogger outreach platform.

Aside from writing the guest posts, I identified high-quality and relevant sites and pitched article ideas to these publishers.

Based on this, I can tell you first-hand how arduous link acquisition can be. But there’s a reason we keep revisiting the link-building well in SEO.

According to Ahrefs, 96.55% of all pages in their index “get zero traffic from Google, and 1.94% get between one and ten monthly visits.” One of the top reasons these pages get zero traffic? They have no backlinks.

As Ahrefs puts it: “Backlinks are one of Google’s top three ranking factors, so it probably comes as no surprise that there’s a clear correlation between the number of websites linking to a page and its traffic.”

But rather than chasing these much-needed links, cornerstone content encourages them to come to you. As a writer for a high domain authority site (hey, HubSpot!) I can attest to this.

I‘m always looking for incredible content or research reports to reference because they add authority to my writing. (If you’ve made it this far, I’ve already linked to Backlinko, Netcraft, ContentSquare, JetPack, and Ahrefs.)

And I’m not the only one who thinks this.

Expert Insights

“Cornerstone content is great for link acquisition,” says SEOTesting’s Marketing Manager Ryan Jones. “Reviewing all the link-building campaigns I have run over the years, cornerstone content has always been the most successful.”

He adds: “There are a few reasons for this, but the main one is that your site’s cornerstone content is often your best content. More people are likely to link to it because of that. You can then use the cornerstone content to drive authority to other pages on your site.”

Support content repurposing efforts.

The cost of content production can soon add up — shout out to ClearVoice, who did the math so we don’t have to. For even “a minimally staffed content team,” you’ll likely pay around $197,066 per year.

Content repurposing (i.e., reusing all or parts of a content piece across different channels so it reaches new audiences) is one way to get more mileage from that investment.

That means cornerstone content aids your SEO strategy and your broader content marketing plan. Further, it can also help you earn revenue from your content investment.

For example, data from HubSpot finds that 63% of marketers say social media drives the highest ROI of all marketing channels, while 43% cite email.

Cornerstone content on your website is the ideal way to keep a steady source of content in the hopper to fuel these other channels.

Expert Insights

When I first started as a baby marketer, I was in charge of content across my employer’s blog and social media. During this time, I realized the incredible benefit of getting blog and social content to work together cohesively.

I‘d create two blog posts a month, equating to about four to eight social posts.

Not only would blog content support socials (so I’d direct folks to our company pages from there), but socials would support the blog (so I’d link to blogs in the comments of social posts.)

I will say this: Sometimes, you‘re better off creating content for a specific channel from scratch rather than reusing content initially intended for another. That said, you’ll always have ideas for socials or email when you have a bank of high-quality cornerstone website content to hand.

How to Make Cornerstone Content

Here‘s my tried and tested strategy for creating cornerstone content in eight steps. It covers the research, strategy, and production elements, as well as a little bit about content tracking.

I’ve also got some more juicy insights to share from our experts.

1. Choose your core topics.

If I were to map out an SEO content plan for a new website using the pillar (aka cornerstone) cluster model, I‘d start by choosing three to five key topics.

These topics are the overarching areas I’d naturally want to cover at length on my website. I’d also want to ensure they align with my product, service offer, and brand.

Pro tip: Ryan Jones also suggests operating in your “zone of genius” when choosing topics for cornerstone content. “In a business context, your zone of genius refers to the most fulfilling activities that bring in the most money,” says Jones.

At this stage, I don‘t use SEO tools yet because they can overcomplicate the process. For now, I’d like to keep it as simple as possible. That‘s because I’m trying to boil down a site to its most essential parts.

The crux? Rather than getting super granular here, I‘m looking for a bird’s eye view.

As a recap, my chosen overarching topics will become my primary content pillars. Each of these pillars will need cornerstone or pillar content pieces within them. They’ll also naturally have subtopics requiring supplementary content (cluster content.)

Together, these become topic clusters (i.e., clusters of content pieces covering a specific topic), with the cluster content bolstering the cornerstone content.

Example

Let‘s say my website is an informational site where I educate folks about marketing. Some key topics I’d likely discuss under the broader banner of marketing that work to my “zone of genius” might be:

  • Organic search
  • Copywriting
  • Social media marketing

Each of the above would become a content pillar. For organic search, a rough breakdown of a topic cluster, including cornerstone and cluster content, might look something like this:

  • Cornerstone content 1: An ultimate guide to SEO
  • Cluster content 1: What is off-page SEO?
  • Cluster content 2: What is on-page SEO?
  • Cluster content 3: What is technical SEO?

To be clear, I wouldn’t start mapping out specific content clusters at this stage.

I am showing you another example because the more you see these topic cluster breakdowns, the easier it will be to get in the right mindset. The right mindset means you can separate cornerstone from cluster pieces more easily.

2. Don’t forget audience research.

Now you have your cornerstone or pillar topics mapped out, you might be itching to dive into keyword research.

But I wouldn‘t recommend this until you’ve checked in with your audience first. (Feel free to skip this step if you already have a clear picture of your audience’s wants, needs, and pain points.)

Audience research matters because successful content resonates with your audience. To create resonance, you don‘t just want to rely solely on keyword research tools and their data sets.

Don’t get me wrong, I love me some keyword research tools. But at the end of the day, they can only estimate search volume (aka potential user interest) for search terms.

Long story short, I‘d always rather hear from my real audience about their questions than work based only on educated guesses through SEO tools.

Of course, that’s not to say you can’t then use these common audience questions to inform your keyword research.

Example

A few ways you can check in with your audience include:

  • Speaking to them directly
  • Social media surveys
  • Forums like Reddit or Quora

I personally love to engage with customer support or sales teams. These teams often have direct contact with customers, so they’ll know about common customer queries, support tickets, and other frequently asked questions.

Pro tip: I used to run marketing workshops for local businesses a few years ago and would always dedicate a massive section of the sessions to audience questions. If you can do this activity, I highly suggest it! I got some incredible content inspiration I wouldn’t have thought of otherwise.

And the resulting pieces still drive traffic to my personal blog.

3. Conduct keyword research.

Now, it’s time to warm up your SEO tools. HUZZAH! I will generally start with one topic (or cornerstone area) at a time at the keyword research stage.

In my experience, it’s easy to end up with a GARGANTUAN spreadsheet of keyword research data before experiencing complete data overwhelm, leading to analysis paralysis.

Or, in the worst case scenario, realizing a lot of your research is entirely unusable — aka a complete waste of time.

One thing I will say about this is that I don‘t work on larger-scale content projects anymore. My clients typically have a publishing volume of around four to five pieces a month.

People who work on larger volume SEO projects will likely have a different method to me. Neither is better or worse; it’s a different approach depending on the client’s needs.

For each content pillar, I‘ll aim to do keyword research for one piece of cornerstone content and around three to five cluster (or supporting) content pieces. I’ll then rinse and repeat this for up to two to three more content pillars.

And that ends up being the first sprint of a cornerstone content plan.

Example

Let‘s return to my previous example. I’m mapping out content pillars for a website, publishing content about marketing, and focusing on the organic search pillar.

Initially, I’m sticking with my draft pillar-cluster idea from step one, focusing on keyword research for the pillar content piece:

  • Cornerstone content 1: An ultimate guide to SEO
  • Cluster content 1: What is off-page SEO?
  • Cluster content 2: What is on-page SEO?
  • Cluster content 3: What is technical SEO?

My preferred keyword research tool is Keywords Everywhere. In my opinion, you really can‘t go wrong with the price, and it suits my keyword research style perfectly.

Plus, as a writer, I’m constantly stumbling upon hidden gems while researching in the SERPs, so even if I’m not doing the strategy, I can feed these keywords back to the strategist if they want them!

To get started, I‘m going to double-check that the Keyword’s Everywhere Chrome extension is turned on and set to the correct region. For this example, I‘m using ’United States.’

setting the right region for keywords everywhere

I will walk on the wild side and make an educated guess at the search term ‘SEO guide.’ The term brings up a decent amount of search volume.

But the competition is too strong for my liking. You can estimate this using the cost per click (CPC) or the Competition metrics in Keywords Everywhere. You’ll see these under the search bar.

doing keyword research for cornerstone content

You can also look directly at the SERPs. At a glance, the websites ranking for this search term have such high authority and expertise on this topic that it would be almost impossible to rank alongside them. (That is unless you were also a site with high authority and expertise in this area.)

looking at the serp competition while doing keyword research for cornerstone content

Based on the above findings, it’s time to look for hidden gems on the right-hand side of the browser. Here, Keywords Everywhere shares “People Also Search For,” “Topical Keywords,” “SERP Keywords,” “Related Keywords,” and “Long-Tail Keywords.”

By “hidden gems,” I‘m looking for low-competition keywords with decent enough search volume to justify becoming pillar content.

That said, I like to remain flexible here. If the keyword research takes me in another direction that will benefit the intended audience, so be it! As the saying goes, “We can’t fight the waves, but we can learn to surf.”

using keywords everywhere to find long-tail keywords for cornerstone content

I‘ve scoured through some longer tail keywords, and the “SEO guide” subject, in general, is super competitive. So, I’m taking a diversion.

My first new piece of cornerstone content within the organic search cluster will now be about the different types of SEO. I’ll break the initial keywords for this piece down in the following way:

Target keyword. Types of SEO in digital marketing – 50 monthly search volume

Related keywords.

  • Types of SEO in digital marketing with examples – 10 monthly search volume
  • Types of search engine optimization – 880 monthly search volume (Because high authority sites dominate the SERPs, I see this as a longer-term investment. That‘s why it isn’t my target keyword, even though the search volume is higher.)

Pro tip: To ensure an idea warrants an entire article, check the results pages for the target keyword. At first glance, I can see that Google is prioritizing pages dedicated to answering this query. That’s opposed to this query forming only part of a broader piece of content, as a single H2, for example.

working out if a keyword should be cornerstone content by looking at the serps

4. Differentiate cornerstone vs. supplementary content for your topic clusters.

Okay, this is an awkward step to separate because if you‘re like me, this usually runs in tandem with your keyword research. (I’m pretty much parsing out cornerstone and supplementary content throughout my keyword research.)

However, as I said in the keyword research stage, my way isn‘t the only way! So I’m excited that Mersudin Forbes, who has over 15 years of experience in SEO, shared their insights on differentiating key content vs. supplementary pieces.

“Your way of thinking about ‘cornerstone’ content needs to be more about how you prioritize, segment, and structure content discovery on your website,” says Forbes. “If your users can find what they need easily, it is likely (outside of technical issues) that Search engines will too.”

Example

Forbes recommends differentiating key content “that answers the main problems you solve, vs. what pain points your customers have and ‘supplementary’ pieces of information that support your services or answers.”

He breaks it down as follows:

  • Key pillar/content = cornerstone content that users should be able to find quickly within your navigation and structure.
  • Supplementary/cluster content = supporting pieces you can house under the main cornerstone content pillars and use to reference between the pillar pieces of content and supporting pieces.

Pro tip: Forbes recommends using tools like Keyword Insights, “which will cluster all of the queries and ways people seek your information online/through search engines into a set of tightly formed topics and related articles, all automatically sorted by main topic pillars and clusters of content.”

5. Use a content tracker.

Once you start to get a bunch of topic clusters on the go with cornerstone content and supplementary pieces within them, you end up with A LOT of data.

That means you’ll need somewhere to store and work with the data and track content production.

Whether you follow my method using Keywords Everywhere or work with something like Keyword Insights and gather lots of data at once, this point stands.

For this topic cluster (Organic search > types of SEO), I‘d want to add the target and related keywords for the cornerstone piece of content to a dedicated content tracker.

I’d also want to rinse and repeat the above for three to five supplementary pieces to bolster the cornerstone content.

If you‘re interested, I’d look at supplementary pieces covering the different types of SEO individually that I’d featured in the cornerstone piece. That could be a piece about on-page SEO, off-page SEO, and technical SEO.

Example

I usually have a “Content Ideas” tab or similar on a spreadsheet to track pillar-cluster content ideation. Within this tab, I will typically have “Title,” “Focus keyword,” “Supporting keywords,” and “Pillar” columns at a bare minimum. I’ll also have columns to help me track the entire production process.

an example of a content tracker used to track cornerstone content

If someone wants a “DIY” content strategy (so I create a strategy for them to execute in-house), I‘ll add more columns. For example, I’ll include further details about URL structure and internal linking because I see business owners getting this wrong the most often.

another example of a content tracker used to track cornerstone content

This might be too “handholdy” for some strategists — especially for a one-off content strategy. But I want the client to implement the plan rather than have it sit gathering dust in a Google Drive folder somewhere.

Pro tip: Want to avoid getting overwhelmed by data? Break your content ideation and tracking down into smaller steps. For context, my first round of keyword research for content strategy typically includes around 12 content ideas in total.

If you publish four posts a month, that’s a three-month strategy. The specific breakdown of the 12 ideas might be something like three topic clusters, including a cornerstone piece and three supplementary pieces for each.

6. Create a content brief.

Now that you‘ve researched and parsed your cornerstone pieces from your supplementary ones, it’s time to create a content brief.

A content brief is a document that you can give to your writer(s) so that they can create your cornerstone content.

I know many folks use tools to automate content briefing, but honestly, I don‘t find them helpful. I’d much rather dive into the results pages myself to see how we can reach enough consensus to please Google while differentiating ourselves as a brand.

(Once again, my way isn’t the only way! Plenty of folks in the industry get good results from using content briefing tools.)

For me, briefing writers involves searching the target keyword directly via Google using a VPN set to the region my client is targeting. Then, I’ll quickly scan the top competitors to see what they cover in each piece.

But I’m also looking at what they don’t cover because this is where we can stand out as a brand and provide a better user experience.

Example

Never created a content brief for writers? No stress, here’s what I typically include in mine:

  • My contact details in case the writer needs clarification on anything
  • The purpose of the article
  • Links to any documentation like style or brand guidelines
  • SEO data points
  • Target keyword
  • Related keywords/keyword cluster
  • Meta title
  • Meta description (for the writer to add)
  • URL
  • Suggested content length
  • Recommended internal links
  • Article focus
  • Content outline
  • Suggested H2s/H3s
  • Any notes under specific headings

7. Start content production.

Once you have your content brief, it’s time to pass it over to your writer and trust them to work their magic.

Remember: Every time you take a crucial action, like briefing a writer or publishing content on your website, you’ll want to update your content tracker.

Otherwise, the content production process can go unmanaged, unchecked, and get real messy real fast.

8. Update and continuously improve your content.

Ryan Jones, the Marketing Manager for SEOTesting, recommends updating your cornerstone content regularly, and I couldn‘t agree more. “All SEOs know that Google prefers fresh content,” says Jones.

“Keep your content up to date and perform regular refreshes to ensure you’re giving your readers the best content you can!”

Aside from pleasing the Google Gods, you can start gathering real performance data insights after a content piece is live.

That means rather than making educated guesses about user behavior, you can see how or if people are finding your content.

Pro tip: I recommend checking in with Google Seach Console to see what terms people are using to find your cornerstone content. If you haven’t optimized for these terms already, you can use the data to inform your content refresh.

A content refresh could be as simple as updating a few existing H2s with these terms or adding new sections to the piece if folks ask queries your content doesn’t specifically answer.

Tips for Creating Cornerstone Content from the Experts

You‘ve heard enough from me, so let’s return to our experts Ben Goodey, Ryan Jones, and Mersudin Forbes. They share their top tips for creating cornerstone content.

Consider your audience’s next steps.

“An overlooked step: what happens after the reader has read it?” says Ben Goodey.

“Your cornerstone content is your reader‘s entry point into the topic and your brand. But once they’ve finished reading, think through what next steps you want them to take.

For example, you might want them to download something useful and relevant you’ve created or subscribe to your newsletter to get more on [your cornerstone topic].”

Do in-depth research.

“Make sure the content you create is comprehensive and well-structured,” says Ryan Jones. He also emphasizes the importance of using data, statistics, and credible sources to support your points.

“Readers (and search engines, obviously) are more likely to trust and engage with informative and accurate content.”

Link to supporting content.

“Be sure to link to supporting content, too,” says Jones.

“For most sites, cornerstone content will bring in the most acquired backlinks. Don’t be afraid to link to other content to share that link equity among other pages that you want to rank.”

Factor in readability.

“Make the content readable! Don’t feel you need to have one 5,000-word article if the research doesn’t support that,” says Jones.

“Split your content up with images, videos, and expert quotes. Make sure your cornerstone content covers the topic in full, but make it readable and engaging. Make it a piece of content that users want to use!”

Remember: Cornerstone content isn’t just informational.

Some schools of thought say product or sales pages shouldn’t be classed as cornerstone content. I actually disagree with this. Why? Well, Mersudin Forbes puts it better than I could have myself.

“Cornerstone content can be mistaken for informational content only,” says Forbes. He explains that it “can also be core lines of business, core services or core products. Whatever covers the key essence of what you do and why you do it.”

Cornerstone Content Examples

Now, let‘s look at a few examples of cornerstone content. I’ll dissect why each one works and what I like about them.

1. HubSpot’s “Instagram Marketing: The Ultimate Guide”

I might be biased, but when it comes to constructing ultimate guides, HubSpot is one of the best publishers to do it. As for this Instagram Marketing Ultimate Guide, the first thing that strikes me is its comprehensive nature. That’s typically what you want for a piece of cornerstone content.

The article also opens up with some statistics showing that the piece is research-backed and evidence-based, which builds credibility right from the start.

I also like how readability has been factored in. So, for example, there are plenty of visuals, headings, and examples throughout.

2. HubSpot’s “Ultimate Guide to SEO in 2024”

Okay, now you can definitely accuse me of bias with this pick because I‘m the author of HubSpot’s Ultimate Guide to SEO.

As with the previous example, this piece is comprehensive. I did a deep dive here, from breaking down the definition of SEO to describing the different types of SEO, sharing top tips from other industry experts, and more.

I also considered the audience‘s next steps with this piece. Not only did I include relevant internal links throughout, but I directed readers to the ’Complete SEO Starter Pack‘ with a clear call to action in the post’s conclusion.

3. Sound of Life‘s “’90s Music Trends That Shaped a Decade”

Sound the bias alarm again: We’re off the races with another content piece scribed by your gal, Rachael.

In all fairness, I’m featuring ’90s Music Trends That Shaped a Decade because a) I know it’s a pillar piece and b) based on Zoe Ashbridge’s excellent SEO content strategy, my penmanship, and the exquisite work from the publisher’s editorial team, we beat Wikipedia for the featured snippet.

This example highlights that with the correct elements in place, your pillar content can even beat high-authority sites like Wikipedia. In my humble opinion, the piece works because we covered a lot of relevant information about ’90s music trends.

That said, rather than just covering keyword-driven headings mindlessly, we ensured the piece was editorial-led with a specific angle. The editorial team also did a fantastic job curating and embedding Spotify playlists and songs to break up the text and increase readability.

We also linked to supplementary content throughout the post and added relevant internal links alongside a clear call to action at the bottom of the article.

an example of internal linking in a piece of cornerstone content

Source

Cornerstone Content Done Your Way

As with so many areas of content planning, there‘s no single way to create a cornerstone content strategy. I emphasize this because your client’s budget, needs, and publishing frequency will ultimately dictate your approach.

That said, many of the foundations stay the same. Be that the logic of parsing out cornerstone from cluster content or the art of making the final piece more engaging for your readers.

My biggest takeaway? If you‘re new to cornerstone content, I recommend experimenting with the methodology on your personal site and seeing what results you get.

I’ve given you a starting point today, but testing is the best way to learn how to do cornerstone content your way.