Author: Franz Malten Buemann

What do cross-country road trips, wedding speeches, and social media marketing have in common? Planning.
You could improvise all three, but it’s better to have a plan for what direction you’re heading — especially when developing your social media content strategy.
By now, most marketers recognize that social media plays an integral role in an effective inbound marketing strategy. And with so many social networks available to us, it’s important to stay organized and have a plan for when and what you’re going to share on these platforms.

Let’s dive into our list of top tools to stay organized and on top of your game.

Social Media Content Calendar Tools to Plan Your Messaging
1. HubSpot’s Downloadable Template for Excel

Content Calendar
Price: Free

Download This Template
Marketers might already use Excel for different types of reports and data analysis in their roles, but this multifaceted tool is perfect for social media content calendar organization, too. Excel can be customized according to the priorities and metrics your team is focused on, so it’s a great option for planning ahead.
The good news? We’ve already done the heavy lifting for you by creating a free, downloadable social media content calendar template using Microsoft Excel. Marketers can use this template to easily plan out individual social media posts — monthly or annually — while keeping an eye on bigger picture events, holidays, publications, and partnerships.

Use the Monthly Planning Calendar Tab above to get a bird’s-eye view of what’s coming down the content pipeline in a given month.
In the Content Repository tab, you can add the content you’ll be publishing on this tab to keep track of which pieces have been promoted already and to easily recall older content that can be re-promoted.
On the Social Network Update tabs, you can draft and plan out social media posts in advance. These tabs are for organizational purposes, then you’ll manually upload the content of the posts to a social media publisher.

For more on how to use the templates, check out this in-depth guide from my colleague Lindsay Kolowich.
This free resource can be used to draft social media posts, or it can be bulk-uploaded into a publishing app to maximize efficiency. (HubSpot customers: You can use this spreadsheet to organize content and upload it directly into Social Inbox. For instructions on how to do this, check out the template’s cover sheet here.)
Why we like this social media tool:
Marketers with small teams and heavy workloads will love this intuitive template. It acts as a social media content planner, tracker, and archive. This makes it perfect for sharing your social plan with stakeholders and referring back to it when you need to repurpose old content.
2. Google Drive

Content Calendar and Asset Organization

Price: Free for personal use. Google Workspace plans for businesses start at $6 per month.
Google Drive has several helpful features that make it easy for social media marketers to build out an effective content calendar.
Here’s an example of how a team might use Google Calendar to track both their editorial and social media calendars to make sure they’re aligning posts with new blog content. These calendars can be easily shared with multiple teams to avoid scheduling conflicts and ensure that campaigns are aligned.

Marketers can also use shared Google Sheets to schedule posts on social media, track the status of different pieces of content, and assign tasks to team members — all on the same platform as their calendar.

With the help of Google Docs, users can keep comments all in one place and collaborate on different projects without emailing back-and-forth or having to schedule a meeting. This is a particularly useful feature when editing content for social media, which may need to be drafted and approved quickly.

Why we like this social media tool:
Google has several products that can be used together to create quick, seamless workflows. Whether you’re publishing dozens of posts per day across multiple platforms, or ramping up one channel for your freelance business, you’ll find value in the Google Drive system. The best part is that HubSpot customers can link their Google Drive accounts to the HubSpot portal to easily upload files from Drive into the HubSpot software.
3. Loomly

Content Planning, Creation, Publishing, and Calendar

Price: 15-day free trial. The Base plan is $25 per month for 2 users and 10 accounts when you choose the annual agreement.

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If you want more mileage out of your content calendar, you can turn to an all-in-one content planning and publishing platform such as Loomly.
Loomly offers tools beyond content scheduling and management. This tool goes further, providing inspiration and direction to help you create content. It also allows you to manage your content assets, schedule posts, view them as a list or a calendar, and analyze what posts are working vs which ones need work.
Loomly’s most robust feature set includes a collaboration and approval environment so that teams can submit mockups, provide comments, see version logs, and flag for approval. This can help you streamline processes for efficiency when there are “too many cooks in the kitchen” on a particular project.
Why we like this social media tool:
If your team is responsible for organic and paid social, this tool can do both. And for your team who wants to avoid using their personal account for social media duties, they can respond to comments and replies directly in Loomly — that means they won’t need to login to each native platform to engage with followers.
4. Trello

Task Management and Content Calendar

Price: Free for individual use. The Standard plan starts at $5 per user per month, billed annually.

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Looking for an organizational tool that’s highly effective for team collaboration? Try Trello. This platform offers a full calendar view which makes it easy to visualize what content is going out, and when. More specifically, social media managers can use Trello’s flexible assignment “cards” and customizable “boards” and “lists” to map out to-do lists, manage a content calendar, plan a campaign, and store brainstorm ideas.
You’re not limited to just one structure, though. Users can customize boards according to their needs. For example, a team could create a board to organize social media posts for a given week, on a specific platform, or post ideas around a topic, such as a campaign or awareness day.
Why we like this social media tool:
Trello cards can be assigned to different team members, marked with due dates, and commented on. Users can even customize labels with different publication statuses so the entire team can see the progress of their social media posts and when they’re due on the calendar. The labels could also indicate different social networks that content is being published on.
5. SproutSocial

Social Publishing and Content Calendar

Price: The Standard plan starts at $89 per month for five social profiles, billed annually.

Sprout Social’s social media calendar and publishing tool make it easy for teams or individuals to plan and schedule all of their social posts. You can schedule content to automatically post to Twitter, Facebook, Instagram, LinkedIn, Pinterest, and more.
You can also tag each social post and add notes to better track and report on your posting strategy and campaigns. Additionally, their publishing suite includes a tool called Optimal Send Times which analyzes your social media data and automatically publishes at a time your audience is most engaged.
Why we like this social media tool:
Coming up with social media content ideas isn’t always easy. Sprout Social’s social listening tool lets marketers like you uncover niche conversations that your audience is interested in. From there, you can join the conversation for brand awareness or start your own conversation on the topic to grow your following.
6. Evernote

Content Calendar, Task Management, and Asset Organization

Price: The Basic plan is free. Create a custom template using the Personal plan for $7.99 per month.

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Evernote is a note-taking app that marketers can use to keep track of all the moving parts that comprise a social media campaign.
The tool also features yearly, monthly, weekly, and hourly logs, which make it easy to keep track of when you’re publishing content on social media, when you’re producing blog content, and other team-wide priorities. (Evernote offers customizable templates for each of these that can be downloaded into the app.)
Another useful feature is Evernote’s Web Clipper extension for Chrome. Marketers can use this tool to easily save links to their Evernote Notebook for sharing later on.
Why we like this social media tool:
The Evernote mobile app also boasts some interesting features to help marketers keep their social content ideas straight. For example, you can easily snap a photo and save it to your Evernote files for review later. This feature is of particular value for social content creators looking to maintain a backlog of photos to publish on Instagram.
7. Hootsuite

Social Publishing and Content Calendar

Price: The Professional plan starts at $49 per month and starts with a free 14-day trial.

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Hootsuite offers a built-in Planner tool to help you create campaigns, identify publishing gaps, and collaborate with your content creation team. Its primary features are in social publishing so that you can release content to your networks in advance, but it also has rich features for collaboration and post approvals.
You can even curate content from other sources without logging into your account. Once your content is created, you can preview it with the Composer tool, which displays according to each social network’s unique format.
Why we like this social media tool:
Cross collaboration is a big deal on just about any marketing team, and Hootsuite has a way to make this even easier. The social publishing platform comes with a built-in content library that serves as the single point of truth for your entire organization. Does your sales team need a product feature cheatsheet? Customer service looking for details on the latest product feature? All that and more can be found in your team’s Hootsuite content library.
8. Agorapulse

Social Publishing and Content Calendar

Price: The individual plan is free, or you can use the Pro plan for small teams starting at $79 per month.

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Similar to Hootsuite, Agorapulse offers social publishing tools and a content calendar so that you can manage your social media accounts with ease. This includes scheduling (or rescheduling), queuing, and bulk uploading posts, which is incredibly helpful for teams who use quarterly or monthly content plans.
Why we like this social media tool:
What makes Agorapulse different is its social inbox that allows you to manage all the interactions from various platforms in a single place. After all, content isn’t just a one-and-done activity; it’s about building awareness and engagement with your readers as well.
9. StoryChief

Content Planning and Distribution

Price: Team pricing starts at $90 per month, billed annually.

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If you want more from your content calendar than simply knowing when posts go live, StoryChief is the option for you. With StoryChief’s smart calendar, you can better strategize and plan your content strategy across channels.
It displays much more than your timetable — it also allows you to assign collaborators to tasks and filter them by campaign. StoryChief self-describes its tool as a “content distribution platform” that unifies analytics and publishing across multiple channels for a more simplified approach to content creation. Best of all, it syncs with HubSpot and all of your favorite calendar apps.
Why we like this social media tool:
Believe it or not, there are quite a few similarities between social media marketing and SEO marketing. StoryChief bridges this gap with its SEO Copywriting tool. By highlighting the areas you can improve your copy for the reader (and subsequently the search engines), you can write clearer, more engaging content that works on both social media and on your website or blog.
10. ClearVoice

Content Creation and Management

Price: Request a free consultation for pricing.

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So what about content planning and creation? ClearVoice offers content creation tools to fit into your workflow. While their big claim to fame is their Talent Network Search which allows you to find and connect to content creators to work on your projects, ClearVoice also has features for task management for internal and external collaborators.
You can create, edit, and approve projects in an interface that makes editorial management easy. It also includes a dashboard and dynamic editorial calendar with plenty of interactive functionality, and integrations with other popular software.
Why we like this social media tool:
Not every social team is working for a big agency or client. For freelance content teams who want to stay organized and on time with their social media publishing, ClearVoice offers some of the same great features at a price customized to your team.
11. Zerys

Content Creation and Management

Price: $40 per document plus $49 per month for project management.

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Zerys is another platform that matches you with your ideal content creation freelancers. However, it markets itself as a platform dedicated to content success, offering features for content planning, production, publishing, promotion, conversion, and analytics.
Why we like this social media tool:
You can manage unlimited content projects, plan keywords and titles for blog content, hire writers, and view all deadlines on an integrated calendar. With the project management features that Zerys offers, in-house writers can use the platform to produce quality work on time every time. It also integrates with HubSpot so that publishing is a breeze.
Social Media Templates
HubSpot’s Social Media Calendar Template
If you’re new to setting up social media calendars, HubSpot offers a pre-made, free, and downloadable template that you can use to schedule out full weeks of posts.

HubSpot’s Social Media Content Calendar Template for Startups
This template is very similar to the one seen above but also has tabs that work as a repository for content ideas. The template also includes helpful tips for posting on specific social media networks.

If you’re aiming to get all of your ideas down in order to develop a big-picture plan for your social assets, we recommend starting with this template.
The Benefits of Using a Social Media Content Calendar
We’re all busy, and inevitably, tasks slip through the cracks. Social media content is no exception.
Just like with blogging, a successful social media strategy requires regular publishing and engaging with followers to see positive results — whether that’s in terms of SEO, brand recognition, lead generation, or all three.
So, if you’re not already using a social media content calendar, here are three facts to pique your interest:

You can pivot flawlessly when plans change by using a content calendar. With a social media content calendar, marketers can plan out posts for entire weeks or months in advance, which frees up working hours to strategize for the future. The best part is that you can always leave space for breaking news or current events in your industry. Otherwise, you’ll spend valuable time each day searching the internet every day for content to share, which is a known productivity killer.
Grow your audience on each platform by curating content specifically for them. Social media marketers should take the time to craft custom messages for each network because the audience expects to see something different on each one. For example, your Instagram followers want to see Reels and Videos while your Twitter followers like quick sound bites and shareable quotes. Planning this content in advance using a social media calendar will save you time throughout the week and ensure you’re being thoughtful and intentional when you post on each site.
Optimize your social strategy by tracking the performance of your content each month. Without a calendar, social media marketers are publishing content into the void and are unable to track big-picture and past performance. With a calendar, marketers can look back and analyze which content performed best so they can adjust their strategy accordingly. If a particular type of post received a significant amount of views, you could recreate it for a different topic and see the same success.
Take advantage of social media holidays to tap into a new, but relevant audience. With the help of a calendar, marketers can plan for holidays and observance days, such as National Cat Day, when they can tailor their content and engage with a wider audience.

Social Media Calendar Examples
1. JotForm Social Media Calendar

JotForm’s social media calendar isn’t just visually appealing, it’s also functional. The tabs at the top reveal your social plan for every channel you execute your strategy on, including in-person or virtual events. If you’re modeling your social calendar after this one, don’t forget to include a tab for content details and who on your team will be responsible for creating the content. You might also include a separate tab for each month to keep things organized.
2. Firefly Marketing Social Media Content Calendar

Going a more traditional route with your social media calendar? Try a Google Sheets template like the one created by Firefly Marketing. Each tab is dedicated to a different month while the worksheet includes every channel you might need across the top. The rows are separated by week so you can easily identify the date and time a post is scheduled for publishing. Our favorite part of this template is the social media holiday column that is pre-populated with fun dates that your audience will love.
What is the best social media calendar?
Now that we’ve reviewed a few helpful tools to kick your social media strategy into high gear, it’s time for you to experiment with them. The best social media calendar is one that saves you time, streamlines processes, and helps you work smarter, not harder.
Several of the platforms we’ve suggested are free to use or offer a free trial. Have one person on your team test one out and report back on their findings. You might just find the tool that helps you reach your next social media KPI. Don’t forget, every social media team is different, and it could be a combination of these tools that helps you execute your strategy efficiently to drive ROI.
Editor’s note: This post was originally published in 2017 and has been updated for comprehensiveness.

Apple’s Mail Privacy Protection feature has put the future of open rates in serious jeopardy. Let’s take a look at what the future of open rates looks like.
Ask any marketer what they measure their email marketing results by, and without fail, one of the first statistics they’ll mention is open rate.
It makes perfect sense that this would be one of the first metrics named, as it’s often the top line on anyone’s email marketing analytics dashboard. As long as marketers have been sending emails to customers and prospects, they’ve been looking at open rates to give an indicator of success.
But with the release of Apple’s Mail Privacy Protection feature, all of that is about to change. For a very in-depth look at MPP and how it works, you’ll want to consult our guide on the topic. But for the sake of this article, you only need to know this key effect:
MPP takes away marketers’ ability to track open rates, meaning the future of open rates, and how we measure success in email, is changing in real-time.
But does this mean that the open rate as a meaningful metric is really dead? Let’s take a look at the future of open rates, and how we can start thinking beyond them from this point forward.
So, are open rates really dead?
Yes, pretty much! Listen, the is ____ dead?! conversation is usually an overblown, knee-jerk reaction to something. People have been trying to say this about email for years. But this time, it’s very true. Email open rates as we know them are a thing of the past.
Here’s a quick rundown on how Apple’s Mail Privacy Protection feature works.
When a user opts-in to Mail Privacy Protection, they’re allowing Apple to pre-fetch (or download), emails and email images to their device. This takes place with or without the user deciding to open and read the email message. Email image pixels, which indicate opens and open rates, are included in this pre-loading. This means an email may be marked as open even though the user did not open or read it.
Anyone using the native Apple Mail application to read their email, be it on an iPhone, an iPad, or a Mac, is able to turn these features on. And while we don’t know what the option rate will be, you can expect it to be high. Initial surveys show that this could end up affecting 30-40% of your total subscriber list, depending on your demographic.
With 30-40% of your open rate data becoming completely unreliable, we think it’s safe to say that, as this feature gets adopted, open rate will become an increasingly unreliable and unimportant metric.
Why you don’t need open rates to be successful
While this may seem sudden and drastic, the truth is, open rates have never been as reliable as you might think. While open rate was designed to reflect human interaction with an email, those numbers have already been skewed in the past by anti-spam filters, autoresponders, and an increasing number of mailbox providers who had already disabled open tracking.
So, though this is the biggest and likely final nail in the coffin, the open rate was never the solid, reliable metric that you might have thought.
Even at its best, open rate as a metric was not a key indicator of success — it was merely a proxy we used along the way. Website visits, purchases, revenue generated; those are the sorts of goals we’re after when crafting an email campaign. And in a post-MPP world, it’s more important than ever to keep their entire customer experience in mind, not just open rates.
Creative ways to track engagement without tracking opens
Yes, open rates offered insight into how engaged your subscribers were, and you might be worried about how to track reader engagement moving forward. Don’t fret, there are plenty of other, more important metrics to track that will give you a better understanding of how and how frequently subscribers are interacting with your emails.
Here are some ideas we have on optimizing your emails for engagement, beyond opens:
Use surveys to get a pulse on your subscribers
Including surveys in your emails moving forward is going to be clever for a couple of reasons. First, surveys are a great way to invite clicks in an email that might not garner many otherwise. Giving readers different ways to click on your emails will help you get a good idea of who’s engaged and who isn’t.
Second, surveys can be a great way to gather first-party data. You can ask your subscribers for their content preferences, or even gather information. Asking for data like their location or what industry they work in with help you segment your audience further, and deliver a more personalized email experience.

Chili Piper executes the survey idea well in a recent newsletter. There’s more content underneath, but leading with a survey in the intro gives readers a clickable element up top. It also gives Chili Piper the chance to learn more about their subscribers in a friendly, voluntary way.
Encourage replies
Replies are also a trackable metric that you can use to monitor email engagement. And what’s cool about this one is that inviting replies is much more personal. It shows that there’s a person behind the creation of that email, not just a company.
With this in mind, you’ll want to make sure you have a system in place for handling replies. Asking for replies in an email going to a huge list all at once could overwhelm whoever is replying to them on your team. But asking for a reply to a welcome email, for example, which goes out automatically at different times, is unlikely to overwhelm your inbox too much.
Look at user activity on your website
As we mentioned earlier, the goal of an email campaign is rarely just to get opens or clicks. Mor often than not, it’s what a user does after clicking through your email that’s important.
If you have access to Google Analytics or other tools on your website, use it to see what activity users ate taking after clicking your email. How many are purchasing a product? How many are scheduling a demo? It’s often the activity after they click an email that matters, and those are the high-value insights you need to include in your reporting.
How we’re adjusting in Campaign Monitor
Since Apple announced Mail Privacy Protection, our product team has been adjusting our analytics dashboard to show you meaningful, accurate metrics moving forward.
To give you the most reliable measure of email engagement, we replaced CTOR with click rate on the Campaign and Overview pages. You can still access CTOR from the Clicked column — check out the example below.

Click-tool-tip

 
We have added handy reminders about these email metrics that you can refer to. Click Learn more to access relevant resources on our Help Center.

email-metrics-reminder

 
And remember, we’re in the early days of this, and we’re still testing and studying the impacts. We will have further updates for you once we have more information.
Wrap up
Yes, it looks like this is the end of open rate as a reliable email marketing metric. In the short term, we’ll need to rethink some of the ways we report success for email campaigns. But this also gives us a chance to reflect on what metrics really matter to our campaigns, and start optimizing for and reporting on those things.
The open rate is dead, but email is anything but.
The post What the Future of Open Rates Looks Like in 2021 and Beyond appeared first on Campaign Monitor.

INBOUND 2021 — hosted with love by HubSpot — is a fully immersive, online experience that gives you access to transformative business trends, proactive conversations, and key actionable takeaways that future you will appreciate.
INBOUND has been hosted by HubSpot for over ten years, and is one of the world’s largest marketing conferences, attracting more than 26,000 attendees from 110 countries.
But this year, INBOUND is especially unique — as it’s built with remote work in-mind, so you can learn from anywhere with audio sessions, meetups, and on-demand content.
Additionally, you’ll hear from Oprah Winfrey, Spike Lee, David Chang, and more.
Here, let’s explore five reasons you’ll want to attend INBOUND 2021, according to HubSpot’s Global Events team.

1. BLACK@INBOUND
Black@INBOUND is a global community that gathers Black professionals across industries to grow and network. HubSpot customer Devyn Bellamy first founded Black@INBOUND at INBOUND to find and connect with other Black professionals.
Since then, Black@INBOUND has grown into a dynamic and interactive meet-up for passionate HubSpot fans and INBOUND enthusiasts.  
Don’t miss the Black@INBOUND events just for you — including our exclusive Meetup with the community at 3:45 PM EST on October 12. Join the virtual cookout and meet all the members of the Community. Then stay tuned for an amazing panel: Mentorship and Advocacy in Black Business Leadership. 

Black@INBOUND is an inclusive community intended for Black business professionals as a space to gather, connect, and share resources.
Black HubSpot users, customers, or fans are welcome to join this space by creating a HubSpot Community profile.
2. The HubSpot Podcast Network
The HubSpot Podcast Network Live will be live at INBOUND 2021! Yes, we want you to step away from your computer screen, give your eyes a rest, head out for a walk and learn from anywhere.
HubSpot’s Podcast Network is the audio destination for business professionals who seek the best education and inspiration to best approach the ever-evolving business landscape.
We will feature exclusive episodes recorded specifically for INBOUND from Entrepreneurs on Fire, My First Million, The Salesman Podcast, and the MarTech Podcast at INBOUND 2021:
Entrepreneurs on Fire
Host John Lee Dumas delivers the inspiration and strategies you need to fire up your entrepreneurial journey and create the life you’ve always dreamed of.
My First Million
Host Sam Parr and Shaan Puri brainstorm new business ideas based on trends and opportunities in the market and share the stories of how companies made their first million.
MarTech Podcast
The MarTech Podcast tells stories of marketers who use technology to generate growth and achieve success. It unearths the successes and pitfalls of industry experts and teaches the tools and tips that they’ve learned along the way.
The Salesman Podcast
The Salesman Podcast is the world’s most downloaded B2B sales podcast. Host Will Barron helps sales professionals find buyers and win business in a modern, effective, and ethical way.

3. HubSpot at INBOUND
Join us at HubSpot’s Product announcement, where you can join Yamini Rangan, Brian Halligan, and Dharmesh Shah as they continue to push the boundaries at HubSpot. Explore some of HubSpot’s new and improved product offerings and how we are focusing on customer success to meet our goals.
This is Yamin Rangan’s first INBOUND as the CEO of HubSpot.
Of her new role, Yamini Rangan said, “It’s the honor of a lifetime to partner with our founders to write HubSpot’s next chapter. My goal is to make our customers, partners, employees, and investors proud — proud to grow their businesses, careers, and futures with HubSpot … I couldn’t be more excited for the future of HubSpot’s journey.”
4. Diverse Spotlight and Breakout Speakers
Oprah Winfrey will be headlining INBOUND 2021.
Oprah Winfrey is a global media leader, philanthropist, producer, and actress. She has created an unparalleled connection with people worldwide, making her one of the most respected and admired figures today.
For 25 years, Winfrey was host and producer of the award-winning talk show, The Oprah Winfrey Show. In her role as Chairman and CEO of OWN: Oprah Winfrey Network, she’s guiding her cable network to success. Winfrey is also the founder of O, The Oprah Magazine, and oversees Harpo Films.
Oprah Winfrey’s exclusive session at INBOUND 2021 is all about the lessons learned on the road to success. See how Oprah — and yourself — can transform failures into lessons.
Spike Lee will guide attendees through an exclusive session that helps you draw ambition out of themselves and others.
Hasan Minhaj takes attendees with him as he explores different ways for you to find your inner voice and follow your passions.
David Chang of Momofuku helps you turn those passions into a business, and he gives you his secret recipe on how he did just that.
Additionally, join lifelong advocate and internationally recognized leader Judith Huemann for an insightful discussion on what ableist privilege looks like and what it means for companies to truly support disabled employees as a prominent community in the DI&B ecosystem.
Experience over 100+ similar sessions at INBOUND 2021 with some of the smartest and innovative thought leaders.
5. The Agenda
INBOUND 2021 offers an immersive and interactive digital experience for all attendees. You will get the chance to create a personalized avatar, join sponsoring partner’s meetups, explore workshops for personal development, and network with a global audience from various backgrounds and industries.
The agenda this year is extraordinary. You can find educational sessions, workshops, Ask Me Anything, debates, and meetup networking sessions. You can customize your agenda by filtering out tracks for Marketing, Sales, Customer Success, HubSpot Academy, and RevOps. There’s something for everyone.
How to attend?
The great thing about INBOUND 2021 this year is that it’s a fully immersive digital experience. You can attend from the comfort of your couch, hop on over to your favorite cafe, listen to sessions while you’re working out. There are endless ways to attend and enjoy INBOUND this year.
You can go ahead and claim your free starter pass, which will allow you to attend our exciting spotlight speaker sessions. You can purchase our Powerhouse pass, which gives you full access to the INBOUND 2021 agenda and platform.

Deciding how you’ll generate revenue is one of the most challenging decisions for a business to make, aside from coming up with what you’ll actually sell.
You want to ensure that you’re accounting for production costs, salaries for workers, what your consumers are willing to pay, and that you generate enough to continue business operations. You also want to make sure that your strategy fits with what you’re trying to sell.
Various revenue models will help you set your business on the right path. In this post, we’ll outline what they are and how to choose the right one for your company.

Revenue models are not to be confused with pricing models, which is when a business considers the products’ value and target audience to establish the best possible price for what they are selling to maximize profits. Once the pricing strategy is set, the revenue model will dictate how customers pay that price when they purchase.
RevOps teams also use pricing models to predict and forecast revenue for future business planning. Knowing where your money is coming from and how you’ll get it makes it easier to predict how often it will come in.
There are various revenue models that businesses use, and we’ll cover some below.
Types of Revenue Models
Recurring Revenue Model
Recurring revenue model, sometimes called the subscription revenue model, generates revenue by charging customers at specific intervals (monthly, quarterly, annually, etc.) for access to a product or service. Businesses using this model are guaranteed to receive payment at each interval so long as customers don’t cancel their plans.
Recurring Revenue Model Example
Businesses that benefit from recurring revenue models are service-based (like providing software), product-based (like subscription boxes), or content-based (like newspapers or streaming services). Businesses you may be familiar with that use this strategy are Spotify, Amazon, and Hello Fresh.
Affiliate Revenue Model
Businesses using affiliate revenue models generate revenue through commission, as they sell items from other retailers on their site or vice versa.
Sellers work with different businesses to advertise and sell their products, tracking transactions with an affiliate link. When someone makes a purchase, the unique link notes the responsible affiliate, and commission is paid.
Affiliate Revenue Model Example
Businesses you may be familiar with that use the affiliate revenue model include Amazon affiliate links and ticket promoting services. Influencers also use this model to advertise products from businesses and entice users to purchase them through custom links.
Advertising Revenue Model
The advertising revenue model involves selling advertising space to other businesses. This space is sought after because the advertiser (who is selling the space) has high traffic and large audiences that the buyer (who is purchasing the space) wants to benefit from to give their business, product, or service visibility.
Advertising Revenue Model Example
Various types of online businesses use this model, like YouTube and Google, and so do traditional outlets like newspapers and magazines.
Sales Revenue Model
The sales revenue model states that you make money by selling goods and services to consumers, online and in person. Therefore, any business that directly sells products and services uses this model.
Sales Revenue Model Example
Clothing stores that only sell their products in a storefront or business-specific retail website use the sales revenue model as they sell directly to consumers with no third-party involvement.
SaaS Revenue Model
The Software as a Service (SaaS) revenue model is similar to the recurring revenue model as users are charged on an interval basis to use software. Businesses using this model focus on customer retention, as revenue is only guaranteed if you keep your customers. The image below is the HubSpot Marketing Hub pricing page that uses the SaaS recurring subscription model pricing.
SaaS Revenue Model Example
Businesses using this revenue model include video conferencing tool Zoom, communication platform Slack, and Adobe Suite.
How to Choose a Revenue Model
Choosing a revenue model is entirely dependent on your specific business needs and your pricing strategy.
There is no one-size-fits-all solution, and some businesses have multiple revenue streams within their revenue model. For example, if you use a recurring revenue model, you still may sell advertising space on your website to other businesses because you have a high-traffic page.
There are some key factors to keep in mind, though:
1. Understand your audience.
When picking a revenue model, the most important thing to remember is the target market and audience your pricing strategy has identified. You want to understand their pain points and what model makes the most sense for charging them.
For example, if you’re a service that sells meal kits, your target audience is likely busy and wants the convenience of food that is set up and easy to make after a long day. Using the recurring revenue model makes sense, as you’ll automatically charge them on an interval basis, and they won’t have to remember to submit payment — speaking directly to their desire for convenience.
2. Understand your product or service.
It’s also essential to have an in-depth understanding of your product or service and how your audience will use it. For example, if you sell shoes, your audience likely won’t need a new pair every month, so it may make sense to go with the Sales Revenue Model. Instead, your customers can come to you directly every time they need a new pair.
Choose the Model That Best Fits Your Needs
Ultimately, choosing a revenue model is centered around understanding what makes the most sense for what you’re selling and what makes the most sense (and will be most convenient) for the audiences you’re targeting.
Take time to develop your pricing strategy, choose a revenue model aligned with it, and begin generating revenue.