Documenting Your Process As A Marketer

they always say document your process, but how?

We’ve all heard about “document your process,” and it already feels like a buzzword in marketing. But has anyone told us how to do it?

Hey guys,

It’s another episode of Dear Digital Marketing Newbie, and today, I’ll be spilling the tea on how I documented my work, my process, and how you can do the same.

I just wrapped up my new portfolio 💃🏾💃🏾! If you’ve been following me on LinkedIn, you’d notice my shift from being a generalist marketer to specializing in content marketing. A huge shoutout to this newsletter and to y’all for making it possible. You know the drill:

1. Decide to specialize

2. Position yourself for opportunities in that space

3. Craft your portfolio to suit the new specialty

4. Keep learning

That’s when it hit me; so much of my work and process during the early days weren’t documented. And trust me, that was a huge miss!

Why Documenting Your Process Matters

1. Clarity & Reflection – Writing things down helps you analyze what worked, what didn’t, and what to improve.

2. Portfolio & Proof of Work – Your future clients or employers need proof that you know your stuff.

3. Efficiency & Growth – It makes onboarding new team members, explaining strategies, and scaling your work easier.

4. Problem-Solving – Reviewing past documentation helps you troubleshoot similar issues in the future.

5. Knowledge Sharing – It allows you to teach and mentor others with structured insights.

How To Document Your Process (Step-by-Step)

1. Choose Your Documentation Tool

You don’t need fancy tools—start with what works for you. Here are some great options:

• Notion: Best for organizing thoughts, tracking projects, and creating a knowledge hub.

• Google Docs/Sheets: Simple but effective for logging campaigns, strategies, and outcomes.

• Trello or Asana: Useful for workflow documentation and team collaboration.

• A Private Blog or Journal: A personal space to record insights and reflections.

2. Create a Marketing Workflow Template

Having a structured template makes documenting easier.

Here’s an example:

Title: [Project or Task Name]
Date: [Start and Completion Date]
Objective: [What are you trying to achieve?]
Tools Used: [Google Ads, Canva, Meta Business Suite, etc.]
Process: Step-by-step breakdown of your actions
Challenges & Solutions: Issues encountered and how you solved them
Results & Key Takeaways: Metrics, insights, and learning points

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P:S - It’s 13 days to DDMB Virtual Event

I want all DDMB subscribers there, this is for you! The topics where chosen to suit all experience levels. If you haven’t registered, do it now. If you have, mark your calendar!

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3. Capture Your Work in Real-Time

• Take screenshots of campaigns, designs, and reports.

• Use Google Analytics, HubSpot, or social media insights to track data.

• Record a quick Loom video explaining your thought process on major projects.

• Save before-and-after versions of work (e.g., ad copy revisions, content edits even before and after of your work).

4. Build a Case Study Library

Every major project should have a case study. This not only serves as a reference but also boosts your credibility. Follow this simple case study format:

• The Problem: What challenge were you solving?

• The Strategy: What approach did you take?

• The Execution: Steps you followed, tools used, and why.

• The Results: Key metrics, success stories, and what worked best.

• Lessons Learned: Things you’d do differently next time.

5. Weekly Reflection & Improvement

Make it a habit to reflect on your work at the end of each week:

• What worked well?

• What could have been improved?

• What insights can you apply to future projects?

• Any unexpected learnings?

You can use a simple table in Notion or Google Docs for this weekly review.

6. Convert Your Documentation into Shareable Content

Your documentation isn’t just for you - it’s valuable content! Use it to:

• Write LinkedIn posts summarizing lessons from projects.

• Create Twitter threads breaking down strategies.

• Record short videos explaining your thought process.

• Build a personal blog or newsletter showcasing your work and insights.

My Challenge to You

Starting this week, commit to documenting at least one marketing process. It could be a campaign you’re working on, a content calendar, or even your thought process behind a strategy.

Take one of the steps above and implement it - whether that’s starting a Notion page, creating a simple template, or writing your first case study.

Let me know how it goes, reply to here or tag me on LinkedIn!

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Book Excerpt (Purple Cow by Seth Godin)

(New on DDMB Newsletter)

"The early adopters are the sneezers. They're the ones who will spread your idea."

Takeaway: Instead of marketing to everyone, focus on early adopters and influencers who will share your product with others.

Early adopters today are content creators, micro-influencers, and community leaders who shape trends. Successful brands engage them through beta programs and exclusivity rather than mass appeal. Marketing isn’t about being the loudest but about reaching the right people first—win them over, and they’ll market your product for you. Clubhouse, TikTok trends, and LinkedIn thought leadership all prove the power of trendsetters.

This shift has transformed marketing by:

1. Focusing on Niche Communities – Engaging superfans drives organic growth.

2. Leveraging Exclusivity – Beta programs and invite-only launches create demand.

3. Driving Community-Led Growth – Micro-influencers generate authentic buzz.

4. Prioritizing Relationships – Direct engagement matters more than broad messaging.

5. Fueling Viral Expansion – Trendsetters spark conversations that scale.

Marketing today is about targeting the right people early, knowing their influence will drive mass adoption.

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Jobs for The Week

1. Eatrite Herfy Nigeria is looking for a Marketing Manager (Full Time)

   Location: Abuja, Nigeria Min. 4 Years Experience

   Apply: jobs@eatriteng.com

2. Artemis Consultants is looking for a Content Manager (Remote Full Time)

   Apply: https://www.linkedin.com/jobs/view/4138216623

3. LiveRamp is looking for a Content Strategist

   4-5 years experience. Location: Seattle

   Apply: https://liveramp.wd5.myworkdayjobs.com/LiveRampCareers/job/Seattle/Content-Strategist_JR011438?source=LinkedIn

4. Growth Marketer Needed. (Fully Remote)

   Apply: projectmhapy@gmail.com

   (P:S- if you are hiring, kindly send a DM with the details)

See You Next Thursday at 13:00 WAT.

Keep Learning. Keep Growing.

Best,

Success Lawal

Your Marketing Buddy.

Till next time, keep learning and keep growing!