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I am trying to get to the next level with
our marketing and there’s lots to do!
What should I manage in-house and
what should I outsource?
MARKETING OUTSOURCING CONSIDERATIONS
FOR B2B COMPANIES IN THE DIGITAL AGE

Executive and
employee roundtables

Process and framework

Brand
&
Messaging
Strategy

Industry and
customer research

Analysis and
documentation

Thought partner
for conclusions and decisions

Assessment and
gap analysis

Sales/Marketing
Alignment and
Integration

General advice
and guidance

Strategy and playbook to improve, e.g.
> Strategic use of buyer personas
> Integration of sales and social media

Training and
internal workshops

strategies, a.k.a Social Selling
> Messaging consistency
> Integration of content and sales tools

General advice
on best practices and
current trends

Digital
Marketing,
Data and
Operations

Data infrastructure
gap analysis
and roadmap

Critical specialists that are only needed a
short while, e.g. for:

Organizational structure
and roadmap

> Marketing automation integration
> SEO/SEM strategy
> Website user experience design

Content strategy
and planning process

Creative ideas
for design and delivery

Customer interviews
for case studies

Content
Marketing
Writing support

Production
(e.g. videos, slideshows,
presentations, infographics)

Research and data collection
for blog posts and other
thought-leadership content

These are just a few suggestions based on common scope of work for B2Bs that are saying to themselves:
“I need to figure out or refresh our brand strategy, unique value proposition, and message.”
“I need to get our company into the 21st century with the latest B2B best practices such as content marketing,
social selling, lead nurturing, and marketing automation.”
“ I need to rethink my marketing organizational structure through the lens of data, technology and marketing
operations (vs. my current lens of traditional media, tradeshows, email and public relations).”
“ I need to align our marketing and sales functions toward a common goal.”
Much depends on your company’s size, budgets and goals but this can be a good starting point for what to
consider.

Lydia’s Marketing & Communication
Consulting Services

Practical, no-nonsense, fast, and affordable
virtual marketing consultation and support

415.672.1870 | lydia@lydiamarketingconsulting.com | www.lydiamarketingconsulting.com

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INFOGRAPHIC: B2B Marketing Outsourcing Considerations and Tips

  • 1. I am trying to get to the next level with our marketing and there’s lots to do! What should I manage in-house and what should I outsource? MARKETING OUTSOURCING CONSIDERATIONS FOR B2B COMPANIES IN THE DIGITAL AGE Executive and employee roundtables Process and framework Brand & Messaging Strategy Industry and customer research Analysis and documentation Thought partner for conclusions and decisions Assessment and gap analysis Sales/Marketing Alignment and Integration General advice and guidance Strategy and playbook to improve, e.g. > Strategic use of buyer personas > Integration of sales and social media Training and internal workshops strategies, a.k.a Social Selling > Messaging consistency > Integration of content and sales tools General advice on best practices and current trends Digital Marketing, Data and Operations Data infrastructure gap analysis and roadmap Critical specialists that are only needed a short while, e.g. for: Organizational structure and roadmap > Marketing automation integration > SEO/SEM strategy > Website user experience design Content strategy and planning process Creative ideas for design and delivery Customer interviews for case studies Content Marketing Writing support Production (e.g. videos, slideshows, presentations, infographics) Research and data collection for blog posts and other thought-leadership content These are just a few suggestions based on common scope of work for B2Bs that are saying to themselves: “I need to figure out or refresh our brand strategy, unique value proposition, and message.” “I need to get our company into the 21st century with the latest B2B best practices such as content marketing, social selling, lead nurturing, and marketing automation.” “ I need to rethink my marketing organizational structure through the lens of data, technology and marketing operations (vs. my current lens of traditional media, tradeshows, email and public relations).” “ I need to align our marketing and sales functions toward a common goal.” Much depends on your company’s size, budgets and goals but this can be a good starting point for what to consider. Lydia’s Marketing & Communication Consulting Services Practical, no-nonsense, fast, and affordable virtual marketing consultation and support 415.672.1870 | lydia@lydiamarketingconsulting.com | www.lydiamarketingconsulting.com