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We have over 14 years of experience in marketing and software.

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Motivated by success, we are here for you.

Step by step to success: the right order of Business and Marketing actions

Bianca Paraschiv
Vezi toate articolele

When competition is fierce and technological developments are constantly transforming the way business is done, the right step at the right time can determine a company's success.

For every detail, from website design or database segmentation, to social media campaigns and partner collaborations, there is a critical role to play in building and strengthening a brand's position in the marketplace.

This article is not just a list of activities, but a clear path to excellence in the digital age, a holistic strategy designed to turn each interaction into a valuable customer experience and an opportunity for brand growth.


1. Making and/or interpreting a business plan

- Essence: Outlines the strategic reasoning behind any business.

- Impact: Sets the overall framework and long-term direction.


2. Setting business objectives

- Essence: Determines the specific vision of what the company wants to achieve.

- Impact: Ensures a clear alignment of resources and efforts.


3. Developing a marketing plan

- Essence: Provides detailed planning of how business objectives will be achieved.

- Impact: Creates a clear strategy to reach customers and generate sales.


4. SWOT analysis, identifying the competition and differentiating factors

- Essence: Understanding the ecosystem in which the company operates.

- Impact: Helps to identify competitive advantages and avoid risks.


5. Market segmentation

- Essence: Identify and segment the target audience.

- Impact: Creating marketing messages that reach the right audience.


6. Defining marketing objectives

- Essence: Determining a specific list of objectives that can be achieved within a defined timeframe.

- Impact: Provides clear direction for marketing campaigns.


7. Brand book - Brand identity

- Essence: Creating a visual guide and brand communication rules.

- Impact: Ensures brand consistency and recognition in the market.


8. Setting up the offices

- Essence: Creating an environment that reflects the company's values and objectives.

- Impact: Foster a productive working environment and align external perception with brand identity.


9. Developing the identity design

- Essence: Creates the visual appearance of the brand.

- Impact: Builds brand recognition and provides consistency in communication.


10. Producing brand identity materials

- Essence: Materialising the visual strategy.

- Impact: Ensures visual presence in the market and strengthens brand positioning.


Summary: As we move through these stages, we see a logical and structured evolution of a business - from concept to implementation. Each step plays its own role and impacts the success of the company, and understanding and following this sequence of actions can ensure a smooth and efficient journey. Further on, we will explore the following 10 steps in this complex process.


11. Defining the efficiency monitoring tools

- Essence: Use of specific tools to track and assess performance.

- Impact: Identify opportunities for improvement and adjust strategies accordingly.


12. Setting up pages and accounts on different platforms

- Essence: Creating a digital presence on the most popular social platforms.

- Impact: Ensure brand visibility and facilitate direct communication with customers.


13. Collecting testimonials

- Essence: Request and collect positive feedback from customers.

- Impact: Gain the trust of potential customers and strengthen brand reputation.


14. Gathering Google reviews

- Essence: Encouraging customers to leave reviews on the world's largest search platform.

- Impact: Improve visibility in local searches to increase customer trust.


15. UI/UX design for the website

- Essence: Designing a friendly and efficient interface for the website.

- Impact: Increase visitor engagement and improve conversion rate.


16. Get feedback on the UI/UX design of the website

- Essence: Collect and analyze feedback to adjust and refine the design.

- Impact: Ensure that the website is aligned with user needs and expectations.


17. Action plan development and marketing budgeting

- Essence: Setting the target direction, objectives and resources needed for marketing campaigns.

- Impact: Provide a clear framework for implementing the marketing strategy and allocating resources effectively.


18. Content briefs

- Essence: Define the requirements and direction for content production.

- Impact: Ensures the creation of relevant, consistent and quality content for the target audience.


19. Content creation

- Essence: The delivery of texts, photos and videos for marketing campaigns.

- Impact: Generating engagement, informing audiences and promoting company products or services.


20. Website domain acquisition

- Essence: Booking the name and web address for the company website.

- Impact: Ensures an official online presence and facilitates customer access to information and offers.


Summary: After establishing the foundations of the business and defining the brand in the first 10 steps, steps 11-20 focus on expanding and strengthening the online presence. Each action adds value and is essential to reaching and connecting with your target audience in the digital age. Moving forward, we'll look at the next steps and see how these efforts can be further developed and expanded to achieve maximum business and marketing results.


21. Purchasing the hosting package

- Essence: Select a web hosting service that meets the needs and requirements of the business.

- Impact: Provides the platform needed to host and run the website, ensuring functionality and availability.


22. Designing the website structure

- Essence: Create a coherent website architecture, establishing the essential pages and functionalities.

- Impact: Establish the foundation for an easy-to-navigate and easy-to-use website, enhancing the user experience and making the sales team's job easier.


23. Frequent research

- Essence: Researching the market and trends, identifying specific needs and opportunities.

- Impact: Improve strategy, providing a solid basis for informed decisions.


24. Front-end programming

- Essence: Implementation of the visual website design in HTML and CSS code.

- Impact: Transforming graphic design into an interactive and functional interface.


25. Back-end programming

- Essence: Developing the functionality behind the website, using technologies such as PHP, JS and MySQL.

- Impact: Ensures the proper functioning and interactivity of the site, facilitating content management and user interaction.


26. Define CRM/CMS segmentation criteria, roles and permissions

- Essence: Configuring and customising systems for customer relationship management and content management.

- Impact: Improve customer and content management efficiency by providing tools tailored to business needs.


27. Content development and optimisation

- Essence: Modify and adjust content to be adapted and optimised for the web.

- Impact: Delivering messages clearly and effectively on the online platform.


28. Adding content to the website

- Essence: Integrating all text, images and other content elements into the website.

- Impact: Provides value to visitors and enriches their website experience.


29. Adding SEO to the website

- Essence: Technical and content optimisation to improve search engine visibility.

- Impact: Increases organic traffic and attracts targeted visitors, improving visibility in search results.


30. QA Website

- Essence: Testing and reviewing the website to identify and remedy any errors or shortcomings.

- Impact: Ensures correct functionality and provides users with the desired experience.


31. CMS training - website administration panel

- Essence: Train the team in managing and updating website content through the CMS system.

- Impact: Ensures fast and efficient content updates, thus improving relevance and timeliness of information for users.


32. Website launch

- Essence: The official debut of the website, marked by appropriate communication.

- Impact: Marks the official entry of the brand into the digital space, increasing its visibility and accessibility.


33. Installation of UI/UX Website monitoring tool (Hotjar)

- Essence: Use a dedicated tool to analyse visitor behaviour on the website.

- Impact: Provides valuable insights into how users interact with the website, highlighting potential areas for improvement.


34. Website optimization

- Essence: Adjusting website elements based on feedback and data collected from user behaviour analysis.

- Impact: Improves the user experience, increasing conversion rates and customer satisfaction.


Summary: Stages 21-34 are responsible for building, developing and optimising your online presence. These steps are crucial in the digital age, when most consumers start by searching online. When the website is intuitive, functional and optimised for search engines, companies can attract and keep consumers' attention, increasing their chances of digital success. As we continue to move through this list, we'll examine how companies can expand and boost their online efforts.


35. Social Media Posting Plan

- Essence: Develop a detailed editorial calendar for your social media channels, tailored to your target audience.

- Impact: Ensures a consistent and effective social media presence, increasing engagement and interaction with fans.


36. Feedback/confirmation of the posting plan

- Essence: Review and approve post plan to ensure alignment with marketing goals.

- Impact: Ensures consistency and relevance of posts, optimizing the results of social media campaigns.


37. Publishing posts on social media

- Essence: Effective posting on social media platforms according to the editorial calendar.

- Impact: Increases brand visibility, engagement and audience interaction across platforms.


38. Create and set up social media ads accounts

- Essence: Prepare the infrastructure for paid social media campaigns, including budget allocation.

- Impact: Allows the brand to target specific audience segments and amplify messages for greater exposure.


39. Create social media test campaigns.

- Essence: Launch pilot campaigns to evaluate effectiveness and audience response.

- Impact: Provides valuable insights and data for further optimization of marketing campaigns.


40. Press release production

- Essence: Create the materials needed to communicate with the media and present the brand in a positive light.

- Impact: Establishes positive relationships with the media, increasing the chances of getting favourable media coverage and increasing brand visibility.


Summary: Throughout stages 34-40, the focus is on improving and promoting your online presence. A methodical and data-driven approach in this segment ensures that the brand is properly and effectively presented to the right audience, taking advantage of the potential of digital channels. These steps highlight the importance of feedback and adaptation.


41. Listing on relevant affiliate platforms

- Essence: The brand partners with affiliate marketing platforms to extend its reach and generate additional revenue.

- Impact: Increases brand visibility, reaching a wider and more diverse audience, and increases sales through affiliates.


42. Public information and media relations

- Essence: Maintain an open and proactive relationship with media representatives to ensure positive communication with the public.

- Impact: Helps to build a positive brand image and manage communication effectively in crisis situations.


43. Keywords research in Google

- Essence: Identify and analyse relevant keywords to improve visibility in search engines.

- Impact: Increases organic traffic and improves site ranking in search results.


44. Explicative briefs

- Essence: Provide briefing material for the sales team, helping to understand and implement marketing actions.

- Impact: Ensures that the sales team is well-informed and prepared to support marketing actions.


45. Create test campaigns in Google

- Essence: Launch test campaigns on Google to evaluate the effectiveness of strategies and make necessary adjustments.

- Impact: Gain valuable insights into campaign performance and optimise for greater cost-effectiveness.


46. Segmentation of existing database

- Essence: Organise and classify the customer database to deliver customised messages and offers.

- Impact: Improve the effectiveness of marketing campaigns by reaching target audiences directly.


47. Team alignment and briefing

- Essence: Regular and transparent communication with the team about plans and strategy changes.

- Impact: Increase team engagement and ensure effective implementation of strategies.


48. Database Development

- Essence: Creating and structuring databases to collect and store essential information about customers and prospects.

- Impact: Improved ability to target and customise campaigns.


49. Creating a newsletter

- Essence: Creating and designing newsletters, including relevant text, images and links.

- Impact: Ensures regular communication with customers and maintains their interest in the brand.


50. Submitting the newsletter to databases.

- Essence: Send newsletter to specific segments of the database to inform, educate and engage customers.

- Impact: Increase customer loyalty, encourage repeat purchases and drive brand engagement.


Summary: Steps 41-50 highlight the importance of effective communication, both inside and outside the organisation. The focus is on building and optimising the database, informing and engaging the team, and expanding brand presence through affiliation and media relations. This set of actions strengthens brand reputation and increases customer engagement.


51. Tracking and qualifying leads

- Essence: Follow-up and evaluation of prospects to determine their likelihood of becoming customers.

- Impact: Increases the efficiency of the sales process by directing efforts to the leads most likely to convert.


52. Collaborations with influencers

- Essence: Develop strategies to attract public support from well-known personalities and influencers.

- Impact: Increases brand recognition and credibility among target audiences.


53. Media appearances

- Essence: Promote the brand in various media, including podcasts, TV shows and other media platforms.

- Impact: Extends brand visibility and recognition to new audience segments.


54. Interpretation and analysis of social media data

- Essence: Analyse data from social platforms to assess performance and identify opportunities for improvement.

- Impact: Optimise social media strategy for greater engagement and better target audience shaping.


55. Interpretation and analysis of Google data

- Essence: Evaluation of data provided by Google to optimise the performance and efficiency of the promotion budget.

- Impact: Higher return on investment (ROI) for advertising campaigns and increased search visibility.


56. Website data interpretation and analysis

- Essence: Analyse user behaviour on the website to improve the experience and drive conversions.

- Impact: Increase conversion rates and improve user experience.


58. Campaign optimisation

- Essence: Monitor and adjust campaigns on digital platforms to maximise performance.

- Impact: Lower cost per conversion and higher ROI for marketing budget.


59. Segmentation and budget reallocation

- Essence: Redistribute funds to the most effective digital marketing actions.

- Impact: More efficient budget allocation, leading to better results with the same or even less money invested.


60. Daily tracking of the accounts

- Essence: Constant monitoring the accounts to prevent any problems or incidents.

- Impact: Quickly manage potential problems and ensure a stable and positive online presence.


Summary: Steps 51-60 highlight the importance of data analysis and real-time adaptation in the world of digital marketing. With data, brands can quickly adjust strategies to meet consumer needs while optimizing budget and resources. Constant monitoring and performance analytics are essential to maintain relevance and effectiveness in the ever-changing digital world.


61. Create standard reports

- Essence: A simplified presentation of key data, covering reach, interaction levels and campaign spend.

- Impact: Allows quick analysis of campaign progress and provides a basis for further decisions.


62. Creating a performance report

- Essence: A detailed analysis highlighting how campaigns have performed against the set objectives, highlighting key indicators and associated costs.

- Impact: Provides a detailed overview of the return on investment and highlights areas for improvement.


63. Briefs and coordination of partners

- Essence: Preparing clear briefs and ensuring effective communication with partners.

- Impact: Avoiding misunderstandings and optimising collaboration, leading to better results and meeting deadlines.


64. Establishing operational procedures

- Essence: Establish and implement structured workflows and rules to effectively coordinate activities.

- Impact: Increased efficiency, prevention of problems and improved internal communication.


65. Social media posts

- Essence: Creating and distributing content on various social platforms to interact with the audience.

- Impact: Increases brand visibility, encourages engagement and builds a relationship with the audience.


66. Strategic Presentations

- Essence: Creating visuals and content to engage and persuade different stakeholders.

- Impact: Can attract new partners, sponsors and collaborators, expanding the brand's network and resources.


67. Creating loyalty and retention programmes

- Essence: Develop strategies and special offers to encourage customers to return and make new purchases.

- Impact: Increases customer value and strengthens customer relationships.


68. Affiliate marketing programmes

- Essence: Working with partners to promote the brand's products/services in exchange for a commission or other benefits.

- Impact: Extends reach and can generate additional revenue through referrals.


Summary: Stages 61-68 are responsible for providing a clear picture of performance, improving collaborations and ensuring customer loyalty. By combining data with a well-defined strategy and the right actions, a solid foundation for successful marketing campaigns can be built. Constantly tracking performance and adapting quickly to changes in the business environment are essential in a constantly evolving digital environment.


Bottom line


If you've found this information useful, don't forget that we are always here for you, and if you would like to work with the Remote Marketing Team, you can contact us, visit us or schedule a meeting online. 

We appreciate your interest, and we hope you have a wonderful day!


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