Selling
Content

How to sell high-value content services to grow your agency

About this book

If you’re an agency owner or a stakeholder and decision maker within an agency, this book is for you.

We’ve created this book to help agencies adopt a content-first approach to website projects that will allow them to introduce content strategy as a billable service. If you’re already offering some level of content strategy and want to improve that service, this book is for you too.

We'll cover:

  • Why putting content first is good for your business
  • How you can sell this approach to your clients
  • What the return on investment will be (for you, your clients, and their customers)
  • Further resources so you can introduce content strategy as a service and start to experience the benefits of giving content the attention it deserves

Introducing a new service is challenging but there’s a strong business case for going content-first. As well as helping you see the opportunity, this book will help you to seize it.

Introduction

Content is hard. It can delay projects, blow budgets, cause tension with clients and result in final invoices not being sent. This isn’t good for morale or the bottom-line!

But here’s the thing: It doesn’t have to be this way. In fact, content can be an asset that will help to grow your agency

By emphasising content at every stage of a typical website project, from as early on as possible, it ensures content isn’t an afterthought. Instead, content is placed at the heart of the process and increases a team’s ability to make good design decisions and help a website achieve the business and user goals required.

The content challenge

Why is content hard? Well to start, it usually involves a lot of people, and that means different priorities, expectations and opinions. Content is political and takes a lot of planning, management and patience!

Content also needs resource. Time, money, and people (again), so that can be a barrier for many agencies. But this is because when we talk about ‘content for websites’ we don’t just mean copying and pasting from an existing website or Word doc into a Content Management System (CMS).

Rather we refer to the planning, organisation, management, production, publishing and governance of content. And that takes resource. Lots of it.

Enter, content strategy. Offering content strategy as a service will allow your agency to put content-first (more on that later) which means content stops being a negative aspect of website projects and becomes an asset (more on that later too).

In The Content Strategy Toolkit, Meghan Casey’s working definition of content strategy is:

Content strategy helps organisations provide the right content, to the right people, at the right times, for the right reasons.

If you’re thinking, well that sounds like hard work, you’d be right. But the benefits to your agency, your clients and their customers are worth the investment in content.

The big problem

We design and build websites with a controlled set of page templates to give clients scalable and consistent sites they can quickly add to. Makes sense.

But we’ve fallen into a bad habit of designing and building the template layouts first, and only then considering the content. Usually when time and budgets are already too exhausted to iterate and improve them.

If you take the time to understand your content’s goals, target audience, format, source, structure, volume, frequency, quality, ownership ...

... you will make smarter strategic, functional, user experience, visual design, and business decisions.

How big a problem is content for your agency?

Think about some recent website projects your agency has worked on, how many of these common issues have you experienced?

  • Projects left in limbo, waiting for content
  • Wasted hours from content being delivered in the wrong format for the design and/or the CMS
  • Final invoices left unsent as websites never get finished
  • Strained relationships with clients due to increasing budgets and sliding timelines
  • Team morale plummeting as projects never get completed
  • Late content having a negative effect on other projects and schedules

None of those are good for an agencies reputation, or bottom-line, but all are avoidable. It will take dedication to put content first and embed certain practices into your process to define the way you work on projects, rather than content being an optional extra that clients are likely to say no to.

When introducing a new service it usually requires changes for an agency, particularly in the way that they work. Buy-in from the top is essential to make this work. The agency have to be aligned on why they are putting content first and what that means for individual roles as well as the team as a whole. And the impact and changes this will have for clients too.

Tip

Whilst so much upfront effort can seem daunting, investing in content can actually save time, money and stress, keeps projects on track and have a positive impact on the bottom line.

It's time to go content‑first

What do you go to a website for? To find information, to make a booking, to buy something? You can’t do any of those things without content yet the focus is often on visuals and functionality at the expense of the content.

It is important for websites to look good, be accessible, work on multiple devices, be secure and offer a nice user experience (and so much more!). But at the heart of all successful websites is accurate, useful and purposeful content.

Yet time and time again content isn’t given the attention it deserves it can cause a lot of issues.

There is a lot of content being published on a daily basis. An article from MarketingProfs says that 2 million blog posts are written every day and that excludes all other channels and formats where content can be published and shared!

So by putting content first and offering content strategy as a (billable) service to your clients, you can ensure the content you and they produce will allow their customers to achieve what they need when they visit the website.

Tip

Content-first doesn’t mean having all final and approved content upfront before any design work starts. Now that would be something! Rather it is about considering content early in your projects and asking the right questions up-front so you can work with clients to successfully deliver content on time and in budget.

Content strategy as a service

With that overview of content strategy and content-first in mind, let’s explore how content strategy as a service looks in practice for an agency.

In a nutshell, rather than wait for clients to send pages of unstructured content as the launch date for a website quickly approaches, content strategy means content is considered much earlier in the website project process, at every stage and has a clear lifecycle:

Those five stages make for a very simplified content lifecycle but content strategy means an agency will adopt different processes and techniques to put (and keep) content front if mind, from the discovery phase/kickoff, right through to post-launch when you can work with clients on governance plans for their content.

There are tools and techniques that can be introduced across the content lifecycle and project process to help you collaborate with your clients to successfully deliver content.

Here are some content strategy deliverables to help your agency deliver this new service:

  • Content inventory

  • Content audit

  • Competitive analysis

  • User stories

  • Personas

  • Messaging statements

  • Content creation guide

  • Customer maps

  • Content model

  • SEO Recommendations

  • Sitemaps

  • Governance model

  • Taxonomy

  • Workflow template

  • Content migration plan

  • CMS requirements

  • Style guide

  • Metadata strategy

  • Voice and tone guide

  • Social media strategy

That’s a fairly intense list! And it doesn’t include everything. But don’t feel daunted because chances are:

  • You already offer some of those deliverables but not via a content person or labelled as the same (user stories are common for designers and UX teams to create and maybe your brand style guide already touches on elements of content).
  • You may not need to offer all of those deliverables anyway. Content strategy can be scaled and you can determine the tasks and deliverables based on the project requirements. There’s no one-size-fits-all approach.

Content strategy can seem a little wishy-washy to some, it’s an ambiguous term and not always clear what it actually means for an agency. The outcome of content strategy isn’t always something tangible like a deck or document.

Tip

Don’t feel you have to do all things for all clients. Figure out client constraints - time and budget. How much time and money do they have to invest? Then work within these constraints by solving a smaller set of problems if needs be such as as inconsistent voice and tone. Create a voice and tone guide and then audit their content. For larger budgets a guide won’t fix all the content so dig into their process, governance, roles and responsibilities.

A typical process

Thinking about your current process for website projects, there are likely to be patterns in challenges faced. How many of those challenges are due to content, or a lack of?

Website projects always start with great enthusiasm, perhaps in a discovery workshop or via a kickoff meeting. Everyone is excited to get going. (Capitalise on your client’s eagerness and get them excited about content too).

As projects progress enthusiasm can be hard to maintain, especially when your team is waiting for content, or designs have to be refined to accommodate late and unstructured content that the client supplies. There are lots of reasons for enthusiasm to dwindle but content is a key perpetrator, because the longer projects go on, that harder it is to retain focus and energy. If content is delaying a project then of course it will have a negative affect

Here are two typical processes for website projects, one where content isn’t given the attention it deserves, and one where a content-first approach has been adopted.

  • Discovery/kickoff
  • Start design
  • Iterate on design
  • Design signed off
  • Start website build
  • Ready to add content to the CMS
  • Content isn't ready!!
  • Waiting to launch
  • Discovery/kickoff
  • Content planned
  • Design and content production begins
  • Site tested with real content
  • Build phase
  • Content migrated to CMS
  • Launch website
  • Issue final invoice

Which one do you relate to most?

These processes have been simplified but where content isn’t put first, the website gets left in limbo. For the content-first process, design and content happen in parallel which means designs are contextual and can be approved with the content in mind before development starts. It also means that content is structured ready for the CMS so the migration process is smoother, the website is launched on time and the final invoice can be issued. Better for your client, their content and your bottom line.

Turn common content pains into positive outcomes

Still need convincing? Well the benefits don’t stop there. Content-first agencies will also:

  • Reduce project rollout delays caused by underestimating the content production challenge
  • Don’t waste time and budget designing and building functionality and templates that fail to handle real content
  • Make smarter, content focused design decisions for a better user experience
  • Deliver great sites that clients can actually sustain (this builds trust and wins repeat business!)

If you take control of the content delivery process and seize the opportunity to make content an asset for your agency, these pains can actually be turned into positive outcomes, such as:

  • Projects run more smoothly
  • You can design and build websites around real content
  • Content strategy can be a billable service to help grow your agency
  • Better results for your clients
  • Fewer amends as content and design are unified
  • Clear processes, roles and responsibilities for successful content delivery.

All of these positive outcomes make for a more successful agency and happier clients. Let’s take a look at what it takes to make your agency content-first.

We get it, but our clients don't

You want to put content first and charge for content strategy services. But your clients don’t, and they don’t understand how they (and their customers) can benefit from this.

At GatherContent we speak to dozens of agencies each week and the same fundamental problems are shared time and time again:

Budget: this is already squeezed and can’t justify investing in content

Resource: there’s nobody client-side to deliver the content

Time: clients want to get to seeing visuals quickly, and they need the site live NOW

It’s no surprise that budget, resource and time can all be prefixed here with ‘a lack of’. But when content is seen as an asset and actually put first, these three variables can actually be spoken of in different terms:

Budget: investing in content upfront can save money in the long-term due to fewer amends and changes post-launch because the website is meeting business goals and user needs.

Resource: having someone client-side who takes ownership of the content is a valuable resource going forward, ensures a smoother project and better process for future and ongoing content requirements.

Time: hurrying to visuals and launch may seem desirable but those same visuals may need to be changed to accommodate the content when it’s finally delivered. And without content there’s no context to design with. It’s one thing to understand the business goals and their customers, but what about understanding their content requirements? Taking the time upfront to put content first will save time in the long term.

There are often lots of stakeholders involved in website projects, client-side and they have differing demands, expectations and priorities. This can mean time is of the essence and getting content is seen as daunting and a distraction. Be prepared for clients to push-back. The following chapters will arm you with arguments and reasons as to why a content-first approach will benefit them.

Handling client objections

It’s one thing for your agency to be ready, it’s another for clients to be on board. Clients won’t always care about their content as much as you would like This is where the hardest work may be needed.

Be prepared to hear objections such as:

  • We don’t have the budget/resource/time for this approach
  • Let’s just use the existing content (sometimes that content is ok, but don’t assume that)
  • We’ll sort the content ourselves, don’t worry
  • Let’s get the visuals done and then we can sort the content

These objections are common. Clients are often under pressure and also have other priorities. It’s not a case of blaming them for not understanding the need to invest in content upfront, but rather this is an opportunity for you to educate them and lead them through the process.

Tip

If you offer content strategy as an optional service, it’ll come as no surprise that clients will decline this service. They won’t spend money they don’t see the benefit of. Rather, make content-first the way you work and therefore a standard practice such as wireframing, prototyping and other billable processes you follow.

Convince your client: meeting run-through

The better prepared you are for handling client objections, the easier it should be to convince them to go content-first and to trust you to show them the way.

Rather than wait for your client to mention content, take the initiative and schedule time with them to specifically discuss content They may want to tangent to design and branding but keep the focus on the content. This can really help to gauge the content challenges ahead and agree on investing in content to avoid those obstacles.

First, start by dealing with their objections. Let’s revisit the examples from earlier:

We don’t have the budget/resource/time for this approach

Investing in content can actually save time and money as it will mean fewer changes later in the project and content will be formatted and structured as needed. It also means the final content will be more useful and purposeful for your customers.

Tip - Tie it back to business goals where possible

Let’s just use the existing content

Sometimes that content is ok, but don’t assume that. There are reasons why the client wants to redesign their website. It won’t be working for them in some way, so why would their content still be accurate? This is the perfect time to assess the content and give it the attention it deserves so the new website offers optimum return on investment.

We’ll sort the content ourselves, don’t worry

This may be ok in some circumstances where the client has a dedicated copywriter or content person to deliver content. However, don’t assume this either. Content takes a lot of time and the client may be underestimating the effort required. Encourage them to collaborate with you on the content as needed and even if they do write it themselves, at the very least they should allow you to help them determine what content they need.

Let’s get the visuals done and then we can sort the content

No. This one is where you need to be firm. If you storm ahead with design and content hasn’t even been discussed then any designs will be using placeholder content that doesn’t offer any context at all. Talk to your client about the benefits of putting content first and how that will result in a better user experience, fewer design amends and feedback rounds and also allows for more time to deliver the content needed which in turn means fewer delays and shifting schedules.

Questions to ask your clients

Once you’ve had an initial chat to try and convince the client that they must invest in their content, strengthen your case by asking the following content questions (you may choose to include these as part of a discovery phase or kickoff meeting too).

Do you know how much content you have on your current site?

YES

Good start. It means you’re already thinking about content and probably considering its impact on the project.

NO

Alarm bells. Commissioning / starting a website project without considering how much content currently exists is not a good start. Quickly get that answer, and share it with the project team.

Have you (or will you) audit the content on your current site?

YES

Excellent. You understand the value of auditing content and the whole project will benefit from the insights. Get your hands on the audit / inventory ASAP to see how good it is.

NO

You may be thinking: “We don’t like our old content, we’ll just start again.” That should be confronted as this may not be necessary as some existing content could still be accurate and purposeful.

At this point you may be able to convince the project team to include a content audit activity into the project. It is always worth doing.

Are you archiving outdated or poor quality content on the current site?

YES

Great. You already respect content as a finite resource that has a life-cycle and understand that a new site is the perfect opportunity for a spring clean.

NO

Warning. There may be an expectation that all the old content is to be “lifted and shifted” into the shiny new site.

Do you know who is going to (re)write all the content for the new site?

YES

Good. Don’t assume that improved content will magically appear in the new site. Enquire who is lined up and assess their skill level and availability.

NO

Big risk. Don’t fail to think about one of the most resource intensive work streams in the project. And don’t assume the content can be easily migrated from the old site to the new. Set expectations now!

Does someone have overall responsibility for content quality during the project and beyond launch?

YES

Good. There is someone with a lot riding on the new site and will be (in theory) working hard to produce good content. Start building a strong working relationship ASAP.

NO

Alarm bells. If such a person does not exist and is not considered necessary, then the content beyond the project is rudderless.

Do you know (roughly) how many hours per week will be dedicated to maintaining content on the new site?

YES

Good. Think ahead and don’t see the launch of the new site as the finish (but as the beginning). Be more realistic about how much content is sustainable and prioritise harder throughout the project.

NO

Don’t be short-sighted and dangerously miss the point that a website is a living and evolving medium that needs continuous attention. Set expectations with all those involved in the project.

Have you defined a content production plan?

YES

Great, and well done. Defining a workflow and determining who is responsible for what, and by when, is key to ensuring communication about content is efficient throughout the project lifespan.

NO

Yikes! This will reveal a lot of potential pitfalls. People on the team may not know what they need to do, what has to happen before and after they do it, who is responsible for sign off and generally how content will get from idea to published efficiently.

Does the current site have dedicated (subject expert) content owners?

YES

Good. It pays to appreciate that good content needs ownership. Make sure content owners are included during the project for better results.

NO

Indicates that content is unloved and probably in a state of neglect. The project will need to (re)build ownership between subject experts and the new site’s content. This takes time.

Do you know if any current content is syndicated from other systems?

YES

Good. It’s important to know the content ecosystem. You need to look at any syndicated content ASAP because you can guarantee it is going to add functional requirements to the new CMS.

NO

Warning sign. What else isn’t known and failed to be included in the brief? Conduct a content eco-system audit ASAP before an old legacy content feed catches everyone out.

Have all content types been considered?

YES

You’re on the ball. Knowing all types of content that you have or need is vital to efficient planning. It will also ensure you have the resource you need to obtain this content, especially if third parties are involved like film crews, illustrators, freelancers etc

NO

Content is more than the words on the page. It is imagery, video, infographics, printed materials. And you likely need to map all of this to appropriate platforms. Start by listing all possible content types and you’ll start to see exactly what you’re dealing with, who is needed and how this needs to be built into an overall strategy.

Will you have a (digital) content style guide?

YES

Somebody cares about content quality and consistency and probably understands the difficulty of producing good digital content. Get a copy of the guide to see if it’s up to the job.

NO

Have you started to think about a content production process to deliver consistent, good quality content? Potentially not.

Do you have analytics running on your current site?

YES

Good. Some value is placed on evaluation (even if little has been done with the data). Get full access to the analytics tool.

NO

Warning sign. So nobody really knows how the content on the existing site is performing or shown any interest in finding out. The project needs to change that.

Can content be published in phases after the site launches?

YES

Good. This shows an appreciation for the true effort of producing good content and are understanding of ways to ensure the content doesn’t delay launch, including prioritising content.

NO

There may be unrealistic expectations about the content challenge ahead or approaching the project with a print-publication mentality, i.e. it must all be published together. Closely examine the reasons why content can’t be rolled out in phases and challenge them.

The answers will give you a clear understanding of the current content landscape and the challenges ahead. If the client can’t answer any of the questions this is the time to reiterate why they need to consider these things from the get-go (and how you can help them do so).

Hopefully this discussion will also help the client to understand this too. It’s not about scaring them, but rather getting them on your side to collaborate on content together.

Convince your client

Need to argue the case for going content-first with your clients? This handy cheat sheet covers what content-first means and what the benefits are.

Selling a content-first approach to clients

Focus on the business cases that will resonate with them:

  • The new site will cost less because we only design and build the templates you actually need for your content
  • You get your new site quicker because we can get the designs right faster when we have real content to work with
  • Your staff won’t be demoralised by struggling to deliver all of the site’s content in a big rush at the end of the project. Spread the effort over a longer period
  • Go live on time! Working on content early reduces the risk of a delayed site launch
  • Prioritising content that delivers your business goals and user needs means you don’t waste time and money on unnecessary content
  • Get a site you can realistically sustain so you don’t risk reputation damage with outdated and irrelevant content

This can be one of the most effective ways to get them on side because they will have goals and metrics that the website will need to achieve. Where possible, tie any content focused tasks, processes and deliverables back to their business goals.

Calculating the cost of content production

A final consideration for both your agency and for you to discuss with clients, is how much effort it takes to actually get content done.

Here’s a typical content production workflow:

Those 10 stages represent ‘typical’ processes and when thinking of your own workflow, you may have additional stages, fewer stages, or call them something else.

In our Content Strategy Masterclass we ask attendees to estimate the time it takes to get a 750 word web page through this typical workflow. The mean average for delivering this single page of content is 20 hours.

Scale that up to an entire website and you can begin to understand the time needed to deliver content. So if you plan for this with clients it makes an insurmountable challenge somewhat more achievable.

Example: how using real content can reveal insights

There’s nothing like an example to help argue your case for going content-first.

Designing without any real content is high risk Whilst your client probably wants to jump to something tangible like a wireframe, prototype or design concepts, without content what will your team actually be designing?

‘We’ll use placeholder content!’

Don’t! Here’s why:

Stuffing Lorem Ipsum into wireframes and prototypes is not a content-first approach. It is the opposite because it is inert, meaningless, lacks context and structure, revealing very little about the relationship between the design and the content.

We don’t need perfect content to design and validate our imperfect prototypes, but we do need something better than gibberish

In the absence of signed off content, there is still a better way: proto-content. Proto-content can be:

  • Draft content
  • Existing content
  • Competitor content
  • Commissioned content

All of these provide some context, whereas placeholder does not. Let’s use this scenario as an example:

You are working on the UX design for upcoming international student events which will be promoted on the homepage. Nothing too special on first inspection: each event will have a title, a summary extract, time details, location details, etc.

You take five minutes to write some realistic proto-content for your wireframes for the upcoming event panels on the new homepage:

Upcoming events

Event title

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nunc eleifend urna nec tempus suscipit. Proin eu venenatis ante. Nam fringilla ut justo fringilla interdum. Donec volutpat ipsum faucibus suscipit dignissim.

Time | Date

Upcoming events

International student networking evening

The University's international students are coming to an evening of networking opportunities with other students and professionals from various leading UK and international companies. It will be excellent fun

The Great Hall
7pm - 9pm, Thursday 10 April 2014

Upcoming events

Balmain University International Student Careers Fair 2014

The University's annual international students fair is back with over 1000 representatives from leading UK and international companies plus talks and clinics to help you find the perfect job.

The Charles Darwin Centre, Westgate campus
9am - 5pm, Thursday 10th April - Friday 11th April

Example 1
No real content, placeholder Lorem text

Example 2
Real content, typical case

Example 3
Real content, edge case

The proto-content (examples 2&3) immediately reveals important insights that you don’t get from the Lorem Ipsum example:

  • Showing the building and campus name is long – perhaps just show the campus and reveal the building on the actual event profile page?
  • How to best handle multi-day events? Could get tricky!
  • Promo panels need to handle reasonably long titles of 7+ words – does that mean having less homepage panels, but with more space?
  • The extracts of 30~ words might be overkill for a promo panel, is the title enough?
  • What is the best date and time format to use?
  • Do you feature upcoming events on the homepage that have already started but haven’t ended?

Because you have caught these insights early you can immediately iterate on your design, rather than realising when it is too late to easily change the built template

This is just one way in which a content-first approach to projects can help you work with clients to consider content upfront, plan for content, produce what’s needed and structure content ready for the design and CMS. Fewer challenges, fewer headaches, smoother projects.

Preparing your agency for going content-first

Ok so we’ve convinced you and you’re ready to go content-first. Well, there’s no point in pretending that introducing any new service is going to be easy. There’ll be mistakes made, plenty of lessons to learn and perhaps even cultural changes needed. It’s going to take patience, perseverance and dedication and perhaps you’ve already introduced a new service before, so understand the investment required.

To be a content-first agency you have to believe in the value and importance of content. Outline some rules that your agency will adhere to, such as, at our agency we:

  • Respect the effort and commitment for a client to produce and sustain good content
  • Focus on content operations to discover insights that will help us design a site that better meets your business goals and user needs
  • Design templates around real or proto-content, rather than waiting until the end to see how the designs handle real content
  • Only design sites with ongoing content demands that clients can sustain beyond launch with their available resources and skills
  • Guide clients through the demanding content production stages to greatly reduce the risk of late content delaying the launch
  • Ask clients to start producing content earlier in the project to give them more time

Introducing content strategy as a service may require changing the way you currently work. In fact, it will. But this isn’t a bad thing. It means your content person can work with clients to figure out their content needs and determine how those needs will be met.

Consequently, your content person will also be able to work with your designers and developers with content that is contextual, reducing amends and feedback loops.

The key to the success of becoming content-first is that you, the agency owner, understand the positive impact these changes can have on your agency and are able to distil this in your entire team.

Putting it into practice

Once you’ve committed to taking your agency content-first it is time to start implementing a content-first approach.

For a more robust content operations, the following resources will help you, your team and your clients learn more about content strategy and taking a content-first approach to projects.

For those wanting to get stuck in now

Start by asking the questions in this book to get content onto the agenda and to encourage clients to think about content from the beginning.

That in itself will prove valuable.

Check out these articles to get you underway with different elements of your content operations:

For those keen to learn more

The Content Strategy Masterclass

This free 2 hour online class will help you take website projects content-first. Learn how to design a content production process to deliver content on time. Overcoming common content challenges means you can launch website projects on time.

Content Delivery Book

This free book is packed with techniques and know-how to deliver content on time. From upfront planning, to getting a team and process in place and implementing your plan, this book shares advice for every step of the way.

This book is for those who are responsible for websites with dozens, hundreds, or thousands of content items. It’s a good next step to stop content from delaying and derailing your website projects.

For those looking to add to their toolbox

GatherContent is a Content Operations Platform that helps agencies painlessly manage client projects and web content workflow.

Are you suffering from content challenges and inefficient processes that result in bad outcomes for your agency’s projects, letting down clients, delaying projects and losing you money?

Turn these challenges into opportunities and make content an asset for your agency.

Use GatherContent to:

  • Work on all of your client content in one place
    No more copy decks or shared documents flying around and getting lost in your inbox
  • See how your project is progressing with a bird's‑eye view
    See what content needs to be produced, reviewed, and approved
  • Map our your client content in minutes
    Quickly outline your client's website structure, whether it's 10 pieces of content or a 10,000 page project
  • Prepare content before the CMS is ready
    Collect, organise, and collaborate on structured content earlier in your project process. Your designers and developers will have real content to work with
  • Manage the editorial schedule and send deadline reminders
    Everyone will know what content is due, when it’s due, and who’s accountable

Gathering content from clients doesn’t have to be painful. In fact, we’ve made it simple.