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A Step-by-Step Guide to Writing a Content Marketing Strategy

by Jeffrey Kranz FROM BUFFER

The good news: your boss or client is totally on board with your running content marketing. (SCORE!)

The challenge: she wants to see a content marketing plan . . . and you have NO IDEA what that’s supposed to look like.

I’ve been there.

It’s a tough situation, because you’ve been doing content marketing with your gut this whole time, and now you’re being asked to put all that into a document. (And the gut-to-document process can be pretty painful.) Plus, you know that awesome content marketing involves a lot of flexibility—how do you build that into a strategic document?

Good news: we’ve scoured the Internet for content marketing strategy templates, tried a few, and put together an approach to building your own content marketing plan step-by-step.

(This is built with both the in-house content marketer and the agent in mind, BTW!)

Let’s go!


Before we get too far in, I’d love to start things off with a few quick notes:

1. This is a long article.

Feel free to bookmark or send to Pocket to set aside some time to hash through this.

2. Content marketing strategies aren’t easy to write.

We’re going to dig into big strategies like website crawls and persona profiles and thematic taxonomies and competitive analyses. (I had to learn a good deal of stuff I was unfamiliar with in order to start writing these, too!) At each step, I’ve included some recommended material for further reading.

3. This isn’t gospel.

Like the pirate code, these are more guidelines than actual rules. =) You’ll find that some projects need more in-depth planning than others.

4. Stay flexible.

A strong content marketing strategy should give you focus, not lock you into less-than-awesome ideas! The key to a great content marketing strategy is being able to tweak, break, and chuck parts of it as you learn more about what works and what doesn’t.

All right, now that we’ve covered the caveats, let’s look at how to write this content marketing strategy!

How to write a content marketing strategy step-by-step

Let’s walk though how you can write a content marketing strategy—one that pulls together all the pieces and gives you a clear plan for moving forward.

Step 1: Start with an outline

Writing a strategy can sound like a daunting task. How detailed should it be? How high-level should it be? Starting with an outline can help you conceptualize all the ground you need to cover—and it may save you from expending your energy covering unnecessary ground!

And what is the right ground to cover anyway?

A good content marketing strategy will answer three basic questions:

Why are we making content in the first place?

What content do we need?

How do we get that content to accomplish our goals?

Your outline will help you structure your research and ideation so that you’re focused on answering these key questions.

For example, one way this could look is by splitting the remaining steps below (all 20 of ’em) into each of these buckets. The outline, then, could look a little something like this:

For the rest of these steps, I’m going to work through a basic outline template that has helped me in both in-house and agency roles. (And I’d be more than happy to give you a copy of this outline to copy or tweak!)

Once you’ve got an outline, it’s time to start with what you know: yourself.

Step 2: Write down what you’re trying to accomplish

This is where you’ll write out your content marketing goals. What are you trying to accomplish? It helps if this is specific, because later on in this process, you will be comparing your content to your goals to see what’s truly in alignment.

This may express itself as a big objective with smaller SMART goals folded underneath (SMART stands for “Specific, Measurable, Achievable, Realistic, and Timely”).

An example may be:

Goal: To become perceived as a thought leader on the phenomenon of Roomba rodeos.

Objective #1: Generate $500,000 in revenue from online training courses by December 31, 2016.

Objective #2: Rank on the first page of Google search engine results for “Roomba rodeo” by April 1, 2016.

Objective #3: Grow an email list of 5,000 unique double opt-in subscribers by March 4, 2016.

Note: A great question to ask for added context might be: What are the overall marketing goals, and how can content marketing support them?I’ve found that some organizations group content marketing into a separate team (or outsource the efforts), which means it may be wise to get some advice from other non–content marketing folks in your organization.

(Protip: sometimes asking other teams and departments for content input is a great way to build a culture of content in your organization!)

Once you’ve written down these goals, you can ask yourself (and your team) a few questions:

How does good content accomplish these goals?

How can we measure whether or not our content is aligned with these goals?

This is where you’ll outline your content KPIs (key performance indicators).

For more thoughts on setting marketing goals, check out this best-of list of methods from experts like Noah Kagan, Ryan Holiday, Rand Fishkin, our own Courtney Seiter. You might also want to swipe some goal-setting templatesfrom HubSpot’s Mike Lemire.

Step 3 (optional): Write down what you’re selling

I’ve found it helpful to write out what the product or service I’m trying to sell is. It helps me think through the features, the different product tiers, the sales cycle, etc. When you know what you’re selling, you can more easily frame the kind of content you will need to sell it.

Of course, you may be the product creator, the marketer, the one-human show, and this might not be something you need to write down. If not, feel free to skip this part.

Step 4: Now, who’s going to consume your content?

It’s time to outline who the audience for your content marketing efforts is going to be. If you’ve done some of your persona research already, huzzah! You can plug those little blocks of fictional, alliterative goodness here.

Don’t have your buyer personas fleshed out yet? Now’s a terrific time to get started on this! Here are a few resources to help you start developing your own personas:

HubSpot’s classic persona template

If you’re launching a new brand, check out Wideo CEO Agu De Marco’s guide to creating personas

If you already have a customer base, Qualaroo’s smart surveys can help you group them into personas

Step 5: Map your personas’ needs to your product or service

Jay Acunzo wrote my very favorite definition of content marketing:

Once you’ve looked at who your audience is, you need to ask one crucial question: How can you help them?

This question is the heart and soul of content marketing. Your whole content marketing plan will benefit from writing this out.

The key to this step is to map your persona’s pain points, goals, and desires to the solutions you want to sell. This might look like making a table with brief descriptions of each. Or it might be something you’d like to write out in story form—something Moz’s Isla McKetta has some super helpful thoughts on!

Again, this step is key, because the rest of this strategy is going to be about creating and upgrading and curating and promoting content that solves the same problems your product solves!

Step 6 (optional): Heroes and watering holes

You’re laying a terrific foundation for your content strategy. You’ve dug through your personas’ deepest wants and needs and mapped those to your product. You’re getting an idea of what kinds of problems your content needs to solve. Things are starting to take shape.

There’s another (optional) thing I like to look at before leaving the audience section of the content marketing plan, though. I like to know:

Where is my audience already going for this kind of information?

This is a fun exercise I’ve nicknamed “heroes and watering holes.” (You can probably come up with a better name for it!) I call them that because at this stage in the content marketing plan, it’s good to start thinking of the sources of information the audience already trusts. Those sources generally fall into two groups:

Heroes are those celebrity thought-leaders who have followings around their personal brands. These are the names that jump to mind when you think of the experts in your industry. An example of one of my heroes isBryan Harris, whose intensely practical case studies give me and other marketers so much to riff off in our own efforts.

Watering holes are those sources of information that aren’t necessarily tied to a person. They represent places your customers trust for awesome content. Examples of watering holes for me are or Quora, where I know there’s always going to be more interesting information that will help me do my job better.

If you examine where your audience is already going for information, you can get a more comprehensive view of the content marketplace. It can help protect you from trying to reinvent any content wheels, and it can give you some awesome ideas for guest postingthe lifeblood of the early content marketing strategy at Buffer!

Unless you have a really wide reach, you can probably use your own intuition to map out your audience’s influencers. But if you’d like a more data-driven approach, you may want to use tools like FollowerWonk andBuzzSumo.

Step 7: Look to the competition’s content marketing efforts for inspiration

It’s good to know what kind of content your audience wants.

It’s fantastic to know what kind of content your competitors are already giving them.

You don’t need to do a deep-dive competitive analysis for every single content marketing plan you write, but you will probably find it helpful to take a moment to reflect on just what other people and brands are offering your personas.

By the way, when you think about competition in terms of content marketing, it can work a little differently than you might imagine. Your competitors aren’t necessarily the organizations that are competing for customer dollars. When it comes to content marketing, your competitors are the people and organizations that are competing for your audience’s attention.

This is generally a good place in your content strategy to ask a few questions:

Who is competing for my personas’ business? These are your direct competitors.

Who is competing for my personas’ attention, but not necessarily their business? These are your indirect

How can my brand stand out?

It’s helpful to think through the ways that your content can uniquely appeal to your personas. Will you offer more long-form, deep tactical content? Will your content be more visually oriented? Will your content be crafted with a distinctively delightful tone?

This graphic from Garrett Moon of CoSchedule does a great job explaining this concept (the blue ocean blogs are what you’d aim for):

This piece of the strategy will help you orient yourself in the content marketplace, so that you, your team, and/or your client can create content marketing pieces that stand out rather than blend in.

Not sure who your competitors are?

There are a few ways to find out.

One of my favorites: SEMRush. They show you which websites are ranking for the same keywords in search engines as you—which is super helpful! At a glance, you can see who else is getting organic and paid search engine attention for the keywords you might be targeting.

Step 8: Take inventory of your content

OK, this step could be its own blog post. Or blog series. Or book. Or director’s edition extended cut DVD set.

You get the idea: taking inventory of your marketing content is no small task.

Let’s get a high-level view of what this could look like, and then I’ll be happy to share some links for further reading.

When you take inventory of your content, you get a list of all your content marketing assets (both onsite and offsite).

This could be as general as a list of channels. For example, if Buffer were to do a high-level content inventory without digging into the details, it might look like this:

Onsite informational pages landing pages

Social blog

Open blog

Overflow blog


Social media accounts

MailChimp lists

Guest posts

Syndication relationships

Even something as simple as this is helpful—but only to the extent of figuring out where all your content might be.

The deeper dive into these individual content marketing assets (a fantastic exercise if you’re up for it) would include:

getting a list of all the keywords you rank for in search engines,

all the blog posts getting significant traffic and conversions,

all the active email lists,

all the live high-level web pages,

all your social media accounts . . .


It’s a great deal of work. But you emerge from it being incredibly well-attuned to the state of content marketing for your brand.

In short, what we’re looking at here is a content audit.

And how do you do a content audit? There are many, many tools and blog posts that can help you do this, but here are a few that I’ve personally found invaluable.

This post from Portent Inc. CEO Ian Lurie is the end-all guide to writing one of these. Well done, Ian!