Here are some core guides that are worth having in your back pocket—or saved in your shared drive.
1. How to Set Up a Multi-Channel Campaign
Break it down from start to finish:
- Set goals and KPIs
- Define the audience
- Map out key messaging
- Plan timelines across email, social, paid, and content
- Assign tasks
- Set up tracking and reporting
2. How to Write a Blog (That Actually Gets Read)
Cover structure, tone of voice, SEO basics, and uploading tips:
- Research a relevant keyword
- Create a strong headline (H1)
- Add subheadings (H2s), images, and internal links
- Add meta description and alt text
- Proofread and publish
3. How to Brief a Designer
Get what you need the first time around:
- Define the purpose
- Include dimensions
- Share examples or moodboards
- Add copy (final, not draft!)
- Specify the deadline and feedback process
4. How to Schedule Social Posts
Whether you’re using Meta Business Suite, Buffer, Later, or native scheduling:
- Finalise copy and creative
- Add UTM links if tracking
- Double-check tags, handles, and hashtags
- Schedule for optimal times
- Preview to ensure formatting looks right
5. How to Pull a Quick Analytics Report
No more fumbling through dashboards:
- Log into Google Analytics / Meta / LinkedIn
- Define the time frame
- Focus on key metrics (clicks, reach, conversions, etc.)
- Export or screenshot results
- Summarise insights for reporting
6. How to Run a Webinar or Live Event
Make sure no detail is missed:
- Create an event checklist
- Set up the registration page
- Write scripts and Q&A prompts
- Schedule rehearsals
- Confirm tech setup and backups
- Follow up with attendees post-event
7. How to Create a Client Report or Marketing Dashboard
Useful for consultants and freelancers:
- Outline what you’re tracking (traffic, leads, engagement)
- Use tools like Google Looker Studio or Canva for visuals
- Summarise key insights
- Add actions or recommendations
- Send on a regular cadence (monthly, quarterly, etc.)
Tips for Creating Great How-To Guides
- Keep it simple. Bullet points, screenshots, and clear headings are your best friend.
- Use tools like Notion, Google Docs, or Canva to create clean, readable templates.
- Don’t overthink format. It doesn’t need to be fancy—just clear and easy to follow.
- Update regularly. Tools change, platforms shift—check your guides every few months.
- Make them easy to find. Save them in a shared folder, your desktop, or wherever you’ll actually remember to use them.
Final Thought
How-To Guides are a quiet kind of power tool for generalist marketers.
They help you take back time, protect your energy, and deliver consistently—even when the pressure’s on. And if you’re scaling, outsourcing, or just want to avoid decision fatigue, having your go-to guides makes life easier for everyone.
Start small. Pick one task you do often and create a guide for it this week. You’ll thank yourself later.
Need help creating or refining your marketing processes? I help business owners and marketers simplify their day-to-day with clear strategies, tools, and content that work hard behind the scenes.
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