Most Marketing Work Isn't Hard. It's Undocumented. That's Why It Stays Stuck to One Person.
This guide breaks a marketing function into three parts you can write down, walks through the four workflows that carry the load, and gives you a grid for deciding what's actually safe to hand over.
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Four Workflow Pages
Social, video, landing pages and newsletters. The real steps, the guardrails that stop the expensive mistakes, and the check that sits in front of the publish button.
The 24-Task Readiness Grid
Twenty four common marketing tasks scored against three columns: who drafts it, what gets checked before it ships, and who still has to decide.
A Planner You Can Fill In
The six parts every written procedure has, the one rule that protects quality, and a blank planner for mapping your own functions, skills and gates.
For marketing leaders and operators running a full function with a small team, or no team. 16 pages, no setup required.
Hiring adds capacity. Writing down the procedure adds capacity that shows up every time, at the same standard, whether or not you're having a good week.
Every piece of marketing work you repeat breaks into the same three parts: the function the business needs done, the skill that does it, and the gate that has to pass before it ships. Name those three and the work stops living in your head.
- ✓ Not sure what's safe to automate? The readiness grid scores 24 tasks across three columns, and the pattern that emerges isn't about difficulty. It's about how expensive the mistake is to undo.
- ✓ Tried this and got generic output? The guide covers the single rule that did more for quality than any prompt change: the thing that writes the work is never allowed to approve it.
- ✓ Want to see it working before you build it? Four workflow pages show the actual steps behind publishing to social, shipping a weekly video, capturing leads, and sending a newsletter.
- ✓ Wondering where it breaks? There's a page on what this still can't do, and every item on it turns out to be a data problem or a process problem wearing an AI costume.
- ✓ Ready to write your first one? The last page is a blank planner. Pick the task you repeat most often, not the hardest one, and fill in one row.
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Written From a Marketing Function That Actually Runs This Way
Jeff Sauer has been working in digital analytics since 2005 and has trained 50,000+ marketers through MeasureU. The workflows in this guide are the ones his own marketing runs on every week, across two YouTube channels, three social accounts and several newsletters.
Find one task you repeat every week, and write it down once
Download the guide, use the readiness grid to pick the task, then fill in one row of the planner. That's the whole first step.