Process is one of the four pillars of high performing organizations. Highly functional organizations leverage distinctive capabilities and processes to improve efficiencies and effectiveness. Firms with highly functional organizations experience more innovation, market share growth and profit. To ensure your business takes off like a rocket, you need the operational excellence of a Houston control center. At the heart of the control center is the firing room. Marketing is your organization’s growth engine, or the firing room of your business. Therefore it especially important that Marketing strive to achieve operational excellence. And that means you need to focus on creating and documenting Marketing’s processes.
Marketing’s value is derived from its ability to develop knowledge and skills that define market opportunities and design and implement the strategy that connects customers with products. Planning, reporting, customer journey mapping, content creation, opportunity management processes – are all examples of essential Marketing processes! If your current Marketing processes are not effective or efficient, then automating them won’t improve anything. You’ll only be faster at following a bad process. In fact, adding new Marketing technology if you have broken or inefficient existing processes is a recipe for a mislaunch.
Processes capture the sequence of interdependent and linked procedures used to convert some type of input (typically business inputs take the form of data) into an output. Therefore, ALL work is process. You may not need technology to complete the process. But you will ALWAYS need a process before you employ technology. There’s no value in automating all your business processes all at once may not be feasible, so focus on the processes that most directly affect customer behavior. This is why process is a key part of our work and key to your ability to successfully launch customer-centric growth.

Organize Your Marketing Processes into Two Categories
Given Marketing’s growth responsibilities, we recommend starting with Marketing processes. In our approach, we categorize Marketing processes into two groups: processes designed to drive revenue by acquiring, keeping and growing the value of customers (externally oriented) and processes designed to improve profit and margin by reducing costs and increasing efficiencies (internally oriented). Typically this work is performed within the Marketing Operations (MarketingOps) function.
Here are three capabiliteis you’ll need to ensure your processes drive operational excellence:
- Deep expertise developing and mapping processes
- Pre-developed tools/templates/frameworks
- Knowledge transfer methodologies so that your team can implement best-practices for process development, change management, and communication going forward
Auditing existing process is a great way to start. We’d be happy to help.
FAQ:
A1: Because process is how organizations convert inputs (often data) into outputs through a sequence of interdependent activities. Highly functional organizations use distinctive capabilities and well-designed processes to improve efficiency and effectiveness—driving innovation, market share growth, and profit.
A2: Because Marketing is the organization’s growth engine—the “firing room” that connects customers with products through strategy, knowledge, and execution. If Marketing processes are inefficient or ineffective, performance suffers across planning, reporting, journey mapping, content creation, and opportunity management.
A3: Automation does not fix poor process design. If the process is broken, technology simply makes you faster at executing a bad process—often increasing waste, rework, and misalignment. Adding Martech on top of inefficient processes can become a “mislaunch” scenario: more tools, more activity, and less clarity.
A4: It means every outcome is produced through a repeatable sequence of steps, whether or not technology is involved. You may not need technology to complete a process, but you always need a process before technology can add value.
A5: Prioritize the processes that most directly affect customer behavior and customer value. Since it is rarely feasible to automate or redesign everything at once, focus on the processes that drive customer acquisition, retention, and growth—then expand to efficiency-focused processes.
A6: Into two groups:
- Externally oriented processes designed to drive revenue by acquiring, keeping, and growing customer value.
- Internally oriented processes designed to improve profit and margin by reducing costs and increasing efficiencies—often owned by Marketing Operations (MarketingOps).
A7: Three core capabilities:
- Deep expertise in developing and mapping processes
- Pre-developed tools, templates, and frameworks
- Knowledge transfer methodologies so teams can implement best practices for process development, change management, and communication going forward
A8: Audit existing processes first. Process audits reveal friction, redundancy, handoff failures, and gaps—providing a clear baseline for redesign and operational excellence improvements.
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