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Content Marketing Strategy Template | Step-by-Step Planning

Ulf Lonegren

Content Marketing Strategy Template | Step-by-Step Planning


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Table of Contents

What makes a good content marketing strategy?

Is it a great idea for a webinar? Some solid blog post topics? A hilarious ad on social media that hopefully goes viral?

Though yes, all of the above could be considering content marketing, none of them constitute a content marketing strategy. 

Content Strategy Template
Strategy is all about setting aside the time to plan, concoct and cull ideas, and importantly, ensure your content marketing efforts align with your core business goals. What you’re doing is creating a roadmap into the future.

And like any good road trip, you’ve got to put a bit of time into planning your itinerary.

Which routes are you going to take? Where will you take a pitstop? Which attractions are you going to tick off the bucket list?

Before you even get there though, you’ve got to start with the destination.

Content Marketing Template - Step by Step

Before you dive headfirst into creating a content marketing strategy, it’s wise to take stock of where your business is at currently.

Setting Content Marketing Goals

That starts with revisiting your company’s overall goals and objectives, as well as your more specific marketing goals. If you don’t have any marketing objectives, that’s okay, but you’ll need to spend some time setting some goals before you go any further.

This is vital because if you aren’t clear on your business and marketing goals, you won’t be able to assess the efficacy of your content marketing strategy.  

Goal Setting Template

Start with your core business goal for the year. You probably have a few, but you also no doubt have an overarching objective, which might be something like “Grow Annual Revenue to $3m”.

From there, identify three specific marketing objectives that will contribute to that overarching goal. For growing annual revenue this might look like:

  1. Increase inbound leads 25%
  2. Grow average customer value from $1500 to $2500
  3. Lift prospect close rate from 40% to 50%

Now you have three highly specific marketing goals, to which you can align your specific content marketing strategies, which would look something like this.

Main Business Goal (Grow Annual Revenue to $3m)

Increase inbound leads 25%

Grow average customer value from $1500 to $2500

Lift prospect close rate from 40% to 50%

Content Marketing Goal 1 e.g. Grow blog traffic 80%

Content Marketing Goal 1 e.g. Focus CM efforts to higher-value customer persona

Content Marketing Goal 1 e.g. Educational lead nurturing program

Content Marketing Goal 2

Content Marketing Goal 2

Content Marketing Goal 2

Content Marketing Goal 3

Content Marketing Goal 3

Content Marketing Goal 3

Content Marketing Strategies

When it comes to picking your content marketing strategies, you’ve got a lot to choose from. The good thing is, there are a few tried and true tactics. These are our five favourites: 

  1. Blogging
  2. Content offers
  3. Social media marketing
  4. Website hierarchy and architecture
  5. SEO


Blogging is without a doubt the most popular of all content marketing techniques. It's incredibly effective, whether you’re in a B2C or B2B environment.

The point of blogging is to provide incredible value, offering actionable insights that your potential customers can take away and put into practice. Take this post as an example, it’s filled with tactics and strategies that you can use to grow your business right away.

The logic behind blogging is this: if you can consistently provide real value to your prospects, they’ll begin to see you as a trusted advisor. Eventually, when they are in need of the product or service you offer, they’ll turn to you to help them solve their problem. Blogging is a fantastic example of Awareness stage content marketing (you’ll learn about this shortly).

Blogging Strategy

Image source:

Content Offers

Blogs aren’t the be-all and end-all of written content, however. Other common types of content marketing include:

  • Whitepapers
  • Guides
  • eBooks
  • Checklists
  • Case studies

Each of these has a specific purpose, though they are all designed to educate the customer, whether that be about a wider issue or about your company in particular.

Rather than give them away, though, successful content marketers often use these types of content to create what is known as a content offer. Also referred to as gated content or content upgrades, content offers are given to a prospect in exchange for contact details, typically an email address.

This is a fantastic way to generate leads, that you can then nurture via email marketing.

Gated Content Strategy

Image source:

A common technique is to display content offers on blog pages, the logic being that the prospect is already interested in what you’re telling them, and so they are likely to be willing to hand over their email address for a content upgrade.

Social Media Marketing

Social media content marketing is an absolute beast to tackle, but if you get it right, it can skyrocket your lead generation.

There are two main types of social media marketing, paid and organic.

Organic social media marketing refers to simply making posts on your page, engaging your base of followers (and hopefully those that they might share your posts with). This can be effective when you’ve got a decent audience, but if you’re just starting out, you might want to look at some paid social activities.

Paid social media marketing is all about sponsored ads and boosted posts.

Sponsored Ads
It’s a complex world, but at a super high level it involves:

  • Setting your audience parameters
  • Deciding on a weekly spend (budget)
  • Determining the content that will be displayed (video, blog post, banner ad)
  • Careful and regular monitoring and tweaking of the ad

Paid social media marketing costs money, so it’s important that you set up your ads with the goal of turning that spend into revenue.

A popular way of doing this is using a content offer such as a free eBook or checklist.

This will typically yield you an email address for further lead nurturing. Another option would be to sponsor a blog post or case study that sits on your website, with the aim of having ad viewers click through to your site.

This will increase your website traffic which can in turn improve your search rankings. It’s important though that your website is set up to generate leads. If not, you could be sending prospects there without giving them an action to take, and you’ll miss out on the opportunity to capture a lead.

Website Layout

Just like there’s more to website design than a nice logo and a pretty color palette, there’s more to writing website content than just hitting keywords for SEO. 

You need to ensure that your website is laid out in a way that guides visitors down a specific pathway. When someone first lands on your site, they’ll typically scan the page in Z-like fashion:

image7-12Image source:

You need to place content offers and call-to-actions in this zone, ideally in the Terminal Area.

Image source:


Take Marketo’s homepage, for example. There is a clear user pathway here, the top navigation bar is clearly laid out, which is the top horizontal line of the Z shape. At the apex of this line (top right-hand corner), a content marketing CTA is placed (View a product tour). 

If that doesn’t capture the viewer’s attention, then it’s likely they’ll follow the diagonal line down to the bottom left corner. This pathway crosses another CTA, encouraging prospects to view a report on CRM lead management (content offer). Lastly, we have another CTA (Watch now) in the terminal area.


Search Engine Optimization is a big fish to fry, but that doesn’t mean you should shy away from it. SEO is generally attacked from three angles:

  1. Technical SEO
  2. On-Page SEO
  3. Off-Page SEO

Technical SEO is all about the architecture and back-end of your website. Off-Page SEO mostly refers to links from other websites that direct traffic back to yours.

On-Page SEO is where the good meat is, from a content marketing perspective.

On-Page SEO is all about the words on the page, whether that be a landing page, blog post, or case study.

To maximize your SEO efforts, you’ll want to be targeting specific keywords and key search phrases, weaving them into your content effortlessly. The last thing you want to do is stuff your content with keywords or try to fit them in unnaturally. 

You’ll also want to make sure that your content is rich with semantically related keywords, that is, words that are related to the main keyword, but not synonyms of it. If your content is truly valuable and relevant to the key search phrase, it’s likely that this will happen by proxy.

Identifying the right keywords and phrases to include in your content marketing is one of the best methods of getting traffic to your blog.

The best way to determine the right content marketing strategies for your company is to choose the tactics that best reflect your marketing goals.

Content Marketing Strategy

Suitable If Your Marketing Goals Include


  • Generate traffic
  • Educate prospects
  • Be seen as a trusted advisor

Content Offers

  • Generate leads
  • Increase sales
  • Improve conversion
  • Customer engagement
  • Educate prospects

Social Media Marketing

  • Grow audience
  • Generate leads
  • Increase sales
  • Boost brand awareness

Website Layout

  • Generate leads
  • Improve conversion
  • Reduce cost of acquisition


  • Create traffic
  • Boost brand awareness
  • Educate prospects


Keyword Research

If you’re writing anything for the web, whether it’s a landing page, a blog post, a case study, or even your company ‘about’ page, you need to be thinking about keywords.

At a high level, the keywords you include in your content determine how search engines index your web pages. Search engines like Google have bots that crawl pretty much every single page on the web, and they scan the text on your page to determine what it’s about. If your content makes use of the phrase “sales CRM” several times, as well as associated semantically related words (inbound, sales rep, automation, contacts, leads, etc), then Google will safely assume the page is about some form of sales CRM.

Bear in mind that the world of SEO, content writing, and keyword use is a fair bit more complicated than that, so view this as a general rule. You should also be careful not to go too hard on the keywords, as stuffing a page of content with the same phrase can become unnatural, and won’t do you any favours in the long run.

So, how do you know which words you need to include? That’s where your keyword research comes in.

Keyword research is the process of using some form of software (Moz, SemRush, Google’s Keyword Planner), to determine actual search volumes for specific phrases, and making decisions based on those volumes as well as ranking difficulties.

To perform keyword research for your content marketing strategy, just follow these steps:

Step 1: Make a list of relevant topics

  • Aim to come up 5-10 core topics
  • Think about what is important to your business, and what you’re an expert in
  • Consider common sales conversations and review your customer personas to understand what your prospects want to know about

Step 2: List out keyword ideas under those core topics

  • Think about what your customers might be searching in relation to those core topics
  • For example if one of your topics is “marketing automation”, then some potential search terms could be
    • Best marketing automation software
    • How to speed up my marketing
    • Marketing automation tools
    • Marketing automation benefits
    • Marketing automation for small business
  • Bear in mind that these aren’t your final search terms, so you don’t have to be “right”. There are no wrong answers here.

Step 3: Identify related search terms

  • A great way to start identifying terms that people are actually searching for is to head to the bottom of the search results and check out Google’s recommendations
  • You can also achieve a similar result using the autofill function


Step 4: Make sure you have a mix of head terms and long-tail keywords under each core topic

  • Head terms are short keyword searches with high search levels
  • Long-tail keywords are more specific searches and are typically more lengthy
  • Head term example - marketing automation
  • Long-tail keyword example - how to use marketing automation to reduce cost of acquisition

Step 5: Do some market research

  • This is a good point to do some Google searches and determine what your competitors are (and aren’t ranking for)
  • Search phrases that your competitors are ranking for can give an indication as to where you can aim to take some market share
  • Phrases that competitors aren’t ranking for offer a good opportunity for you to own that market share. They may also indicate a search term that isn’t worth targeting (more on that soon)

Step 6: Cut down your keyword list

  • Use Google’s Keyword Planner to determine which of your search term ideas are viable
  • Terms with high average monthly searches give you the most opportunity for traffic. However, these are typically high in competition
  • The idea is to try and find a balance between high search volume and low competition
  • In our example, the term “email automation” represents a good target, with a decent search volume and low competition
  • It’s okay to target some high competition terms if they have high search volume, and vice versa. The aim is to come away with a balance

Step 7: Collate similar results

  • For efficiency, you might aim to target more than one search phrase with a single piece of content
  • For example, ‘email automation’ and ‘email marketing automation’ could easily be targeted in the same blog post


Mapping Content Against Customer Journey 

Now that you’ve got a solid list of keywords, you’re almost ready to start creating content. Before you do though, you need to consider the typical customer journey.

Every single buyer, whether a business buyer or a regular consumer, goes through a process when making a buying decision. A simplified version looks like this:

  1. Awareness - the customer has recently become aware of a problem or challenge
  2. Consideration - the customer is assessing their option for solving the issue (including doing nothing at all)
  3. Decision - the customer has narrowed it down to two or three option, and is primed to buy

The content that your company creates needs to be targeted towards customers that are in different stages of the buying process. Prospects in the Awareness stage are absorbing a vastly different type of content than those in the Decision stage. Use this guide to determine which content types to use and what kinds of messages to instil across the customer journey.

Customer Journey Stage Goal Content Types
Awareness Educate the prospect on a given challenge
  • Blogs
  • Whitepapers
  • eBooks
  • Guides
  • Checklists
  • Tip sheets
Consideration Demonstrate how your company solves said challenge
  • Case studies
  • Webinars
  • Catalogs
  • Free samples
  • Spec sheets
Decision Convince the prospect that your product/service is the best option
  • Demos
  • Trials
  • Quotes
  • Coupons
  • Consultations

Content Marketing Planner

The most successful content marketing strategies are ones that are planned months in advance. Coming up with blog post ideas at a moment’s notice isn’t going to deliver the goods, you need to know where you’re heading and follow that path. That involves creating a content planner.

A content planner outlines 

  • The types of content that are going to be created
  • When they are to due to be completed
  • The objective of each content asset
  • Who is responsible for creating that content asset
  • Where and how the asset is going to be deployed

Content Planning Template
Some content marketers will plan as far as 12 months in advance, though 3-6 months is usually a good guideline. This gives you the ability to assess your efforts and make any changes as necessary.

Content Audit

Even if you’re only just getting started on your content marketing journey, chances are you already own some content assets.

At the very least, you probably have a website. You might even have a couple of blog posts, or some marketing collateral (whitepapers, case studies) that supports your sales team’s efforts. The good news is, all of this constitutes the beginning of your content marketing strategy.

Once you’ve spent some time researching appropriate keywords, and distributing them over the course of several months in your content planner, you’ll have a pretty good idea of what content assets you need to create. If you’re lucky, you’ll be able to repurpose some of the assets you already own. To determine where you’re able to take advantage of these efficiencies, you need to perform a content audit.

The easiest way to do this is to pull of our content assets into a single spreadsheet:

Essential Elements


Post Title








Word Count


Meta Title


Meta Description




Optional Elements


Last Update


Internal links


Inbound Links


Last Update


Monthly Page Visits


Average Time on Page


Bounce Rate


Broken Links




Conversion Data



After identifying the assets you already own, determine what (if any) can be repurposed to fit the requirements of your content planner. 

Measuring And Tracking Your Goals

It’s incredibly important to set some solid marketing goals, but it’s even more important to track and report on them regularly. 

A good benchmark to aim from is to track your key metrics weekly, and run a full report monthly. What you’re looking out for is whether or not you’re on track to hit your targets, and if not, identify opportunities where changes can be made to support improvement.

Monthly Marketing Goal Tracker








Marketing Goal 1: Increase inbound leads 25%


Content Marketing Goal 1: Grow blog traffic 80%


Content Marketing Goal 2


Content Marketing Goal 3


Marketing Goal 2: Grow average customer value from $1500 to $2500


Content Marketing Goal 1: Focus CM efforts to higher value customer persona


Content Marketing Goal 2


Content Marketing Goal 3


Marketing Goal 3: Lift prospect close rate from 40% to 50%


Content Marketing Goal 1: Educational lead nurturing program


Content Marketing Goal 2


Content Marketing Goal 3




Content marketing is a huge beast to tackle, but with these templates as your sword and shield, you should have no issues slaying the beast. 

When it comes to your content marketing strategy though, there’s no doing things by halves. You’ll need to nail each of these areas if you want see some real results:

  • Set your marketing goals
  • Pick your content marketing strategies
    • Blogging
    • Content offers
    • Social media marketing
    • Website layout
    • SEO
  • Perform keyword research
  • Map your content against the customer journey
  • Create a content marketing planner
  • Run a content audit
  • Measure and track your goals regularly

Having trouble keeping on top of all of that? Give us a call.


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Ulf Lonegren

Ulf Lonegren

Ulf is one of the co-founders here at Roketto. His passion shines brightest when tasked with increasing business growth through inbound marketing. If you want to talk strategy, give Ulf a shout and you’re likely to see him spark with excitement.