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Content Planning Matrix
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Plan, assign, and track every piece of content across the funnel. / THIS IS AN EXAMPLE - MAKE A COPY
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TOTAL ASSETSIN PROGRESSPUBLISHEDIDEAS
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Content TitlePersonaJourney StageContent PillarObjectiveFormatOwnerStatusPriority
Publication Date
Internal LinkCTANotes
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5 Signs You've Outgrown Spreadsheets
Jordan – Ops ManagerAwarenessThought LeadershipBuild AwarenessBlogMayaPublishedHigh2026-05-12
/blog/outgrown-spreadsheets
Read the guideEvergreen SEO piece
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ROI Calculator: Manual vs Automated Workflows
Priya – Finance LeadConsiderationProduct EducationDrive ConversionGuideSamIn ProgressHigh2026-07-20/tools/roi-calculatorTry the calculatorNeeds design pass
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Customer Story: Acme Cuts Onboarding Time 40%
Jordan – Ops ManagerDecisionCustomer SuccessDrive ConversionCase StudiesMayaIn ReviewMedium2026-07-15/customers/acmeBook a demoAwaiting customer approval
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Onboarding Checklist for New Admins
New Admin PersonaPurchaseProduct EducationEducateChecklistSamIdeaLowDownload checklistPair with welcome email
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Quarterly Product Roundup Webinar
Priya – Finance LeadRetentionBrand AwarenessRetain & UpsellWebinarMayaIdeaMedium2026-08-05/webinars/q3-roundupSave your seatRecurring series
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