A checklist to help prepare your subject matter expert for interviews and content feedback

If you want to get better results from involving an SME in the B2B content production process, this checklist is for you.

It’s hard to overstate the value that subject matter experts (SMEs) can bring to B2B technology content. When a great copywriter talks to a true SME, they’re able to tease out their niche knowledge, thought-leading opinions, and surprising insights and transform them into content that’s original, engaging, and authoritative.

But for many marketers, looping SMEs into the content creation process is far from easy. In the CMI’s Outlook for 2024 research, 39% of marketers said they have difficulty simply accessing SMEs, while 41% reported issues with workflow/content approval.

Often, the challenges marketers face are a result of their organisations’ complex internal structures and dynamics. We can’t make those things vanish – but we can help you work within them. Over the many years we’ve spent supporting B2B technology marketers, we’ve learned a huge amount about preparing SMEs to become engaged, enthusiastic participants in the content creation process.

We’ve distilled all that wisdom into a short checklist. Download it to discover:

  • How to select and onboard a new SME
  • How to prep them for an input call
  • How to keep their feedback flowing (and your project rolling forward)

“SMEs are always bouncing from one thing to the next, so setting expectations and boundaries is essential. They need to clearly understand the purpose and outcome of the piece, what you need them to do before and after the call, and the deadline – these things are often forgotten.”

Senior marketer for a global B2B technology enterprise

The Radix Team
Wider team

Since 2007, the Radix team has worked with B2B tech companies and agencies to create compelling content. With an average of 9+ years’ experience, our writers have the expertise and talent to communicate complex tech propositions with clarity, credibility, and creativity.

LinkedIn