• Comprehensive

    This guide provides step-by-step instructions on how to perform 66 unique marketing tasks using 15 reputable marketing tools (both free and paid).

  • Visual

    This resource provides instructions in both text and annotated screenshots, with at least one screenshot per tool per marketing task.

  • Actionable

    Learning how to use marketing tools is time consuming, and we usually learn to do a few tasks and call it a day. This document takes a deep dive into many tasks you probably don't know about.

  • Unbiased

    This guide does not bias toward any particular tool. Tools are listed alphabetically, and tool providers were given the opportunity to weigh in on tasks their tool performs.

  • Self-Guided

    Broken into intuitive categories, you can jump in and out of the guide anywhere to accomplish the tasks you need to perform.

  • Regularly Updated

    This marketing strategy guide will be regularly updated as changes are made to the 15 tools. And more tool providers have already asked to be included in the next version!

This guide is for you if you're ...

A consultant offering marketing services for hire

An in-house marketer wanting to expand your tool knowledge

A manager who needs to make the most use of your tool investments

A newbie looking to bolster your understanding of common marketing tasks

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Marketing Strategy Guide


What tools did you include in this guide?

In alphabetical order: Bing Webmaster Tools, BuzzSumo, CrunchBase, Google Analytics, LinkedIn, Majestic, Manta, Moz, Quantcast, Raven Tools, Rival IQ, Search Console, Searchmetrics, SEMRush, and URL Profiler. New tools will be added over time as new partners are identified and vetted.

How did you choose the tools for the guide?

Given how massive of a job it would be to document tasks, group them into intuitive categories, and identify the tools that can be used to accomplish each of the tasks, I had to keep the original list of tools limited to those I know are reputable in the industry. More tools are already lined up for version 2. I will also update instructions as tools modify their interfaces and add new functionalities. Of course, not every task can be included in a document like this, but I will seek to add those that are representative of the needs of most marketers.

Could this guide be used for training?

Absolutely! Many agencies and companies use my templates as self-guiding training programs for new hires. This document is designed to fill that same capacity. Send a new employee off with a site and this guide, and they'll learn more about online marketing than most dry, outdated text books they'll read in college.

Is this a template like your site and analytics audits?

No. Although it can be used as a template, like my site audit and analytics audit templates, this document is intended to serve the purpose of an easy-to-reference, illustrated guide that breaks common marketing tasks into simple steps using a variety of tools. The data you collect from these tools could be used to drive your company's marketing strategy or perform a competitive analysis, but these tasks generally have a wider scope than you typically see with a more forensic audit process.

How easy is it to navigate such a long document?

Very easy. There's a table of contents in the beginning, with links to each section. Also, the guide is divided into three groups: demographic, competitor, and marketing channels, with five marketing channels.

Does this document get updated?

Regularly. My goal will be twice a year for this document, but it may be more frequent. Your purchase entitles you to updates for one year.

What format does this document come in?

A fully formatted Word doc that uses styles you can easily customize to align with your brand.

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