SlideShare a Scribd company logo
Is Your 2015 Integrated Digital 
Marketing Plan Complete? 
Time for a Gut Check? 
Thursday, December 11, 2014 - 1:00 EST(10:00PST) 
Speakers: 
David Robidoux, VP, Marketing, Franchise Services, Inc. 
Mike Bell, VP, Marketing, Parchment 
Mike Corak, EVP, Strategy, ethology
Viewing Tips 
 Turn Off Pop-Up Blockers 
 Technical difficulties? 
• Click on “Help?” link 
• Use Q+A box 
 Submitting questions to speaker 
• Q+A session at end of webcast 
• Use “Ask a Question” box to submit questions 
• Send questions at any time 
• #DMDwc 
#GutCheck
Today’s Presenters 
David Robidoux 
VP, Marketing, Franchise Services, Inc. 
www.linkedin.com/pub/david-robidoux/2/317/7b2 
Mike Corak 
EVP, Strategy, ethology 
www.linkedin.com/in/mikecorak 
@mikecorak 
Mike Bell 
VP, Marketing, Parchment 
www.linkedin.com/in/bellmichael1 
#GutCheck 
@michaelrsbell
About Parchment 
Parchment 5.0, our electronic credentials platform, delivers the 
full B2B2C credential lifecycle securely and at scale. 
2. Learners Request, 
Collect, Deliver & Share 
Multiple Credentials via 
3. Credentials Are 
Displayed in Online 
Profiles 
Parchment Send Parchment.com Parchment Receive 
Issue. Request. Collect. Deliver. Share. Analyze. 
Parchment 5.0 
#GutCheck 
One Account 
1. Issuers Move from 
Paper to Electronic 
Credentials (Issue, 
Order, DRM, etc.) 
4. Credentials are 
Delivered to Official 
Destinations (e.g. 
Admissions) 
A Secure & Trusted Platform
About Franchise Services 
Franchise Services, Inc. is a franchise 
management company that owns the 
franchise brands TeamLogic IT, Sir Speedy, 
PIP, Signal Graphics and MultiCopy. FSI’s 
award-winning brands support the small- to 
medium-sized business market. 
#GutCheck
Top Considerations 
1. Planning Process 
2. Tactical Needs 
3. Integration 
4. Resourcing 
5. Analytics 
6. Budgeting 
#GutCheck
#1 PLANNING PROCESS 
#GutCheck
Pro Tip: Budgeting… 
But Still LAST! 
#GutCheck
Polling Question 1 
Poll 1: Where do most marketers plan to focus their 
digital efforts in 2015? 
a) Brand Awareness 
b) Revenue Support 
c) Data Acquisition 
d) Digital Channel Expansion 
e) Improving Customer Experience 
#GutCheck
Ethology (Annual) Integrated 
Planning Process 
Business Goals 
• Definition 
•Map digital KPIs 
•Audit ability to 
efficiently 
measure and tie 
back to 
business goals 
Audits & Inputs 
• Consumer 
Insights 
• Content Demand 
• Personas 
• Tactical Audits 
• Customer 
Experience 
Audits 
• Resource Audit 
•Competitive 
Analysis 
• Share of Voice 
•Offline Marketing 
Plan Review 
• Tool Assessment 
• Funnel Definition 
Strategy 
•Opportunity 
Assessment 
•GAP Analysis 
• Brand 
Taxonomy 
• Tactical Strategy 
• Integrated 
Strategy 
• Content 
Strategy 
• Resource 
Assignment 
• Projections 
• Journey 
Mapping 
Plan 
•Ops Design 
• Service Design 
• Tactical Calendar 
• Content Calendar 
• Technical 
Roadmap 
• Usability 
Roadmap 
• Resource 
Roadmap 
• Innovation 
Roadmap 
• Integrated 
Processes 
• Roles & 
Responsibilities 
Budget 
• Cost Estimate 
Against Program 
& Outcomes 
• Feasibility 
Assessment 
Adjust and Repeat Until Approved 
#GutCheck
Parchment Planning Timeline 
Strat Plan 
Quantitative 
Brand 
Qualitative 
Member 
Road Show 
Learner 
• PR 
• Influencer 
• Education 
• Interactive 
• Social 
7’14 8’14 9’14 10’14 2015 
Q4 15 
Phase 1 
Strategic Planning 
Phase 2 
Research & 
Analysis 
Phase 3 
Brand Identity 
• Parchment 
Vision 
• Strategic Pillars 
• Map Current 
Tactics to 
Pillars 
• Map Future 
Tactics to 
Pillars 
• Identify KPIs 
• Map Org Chart 
to Strategic 
Direction 
• *Pricing 
Strategy 
Phase 5 
Execution 
• GA Audit 
• PPC “Test” 
campaign 
• Positioning 
• Brand Drivers 
• Creative Brief 
• Logo 
Refinements 
• Logo/Brand 
Extensions 
• Style Guide 
• Presentations 
• Internal 
• Sales 
• IR 
• PR 
• P.com survey 
• Member Focus 
Groups 
• Learner Focus 
Groups 
• Social Listening 
• Consistent but 
custom 
messaging 
• Insight-driven 
initiatives 
• Targeted 
Campaigns 
• Segmented 
Decks 
Phase 4 
Socialization 
• Interview 
internal 
stakeholders 
• Gain consensus 
on Strategic 
Pillars 
• Socialize KPIs 
• Present final 
Strategy 
Systems 
Team 
Marketing 
Sales 
Product 
Marketing 
Product 
Sales 
Agency Partner 
Marketing 
Product 
Sales 
Agency Partner 
Marketing 
Product 
Sales 
Finance 
Marketing 
Sales 
Product 
#GutCheck
FSI PLANNING 
#GutCheck
#2 TACTICAL NEEDS 
#GutCheck
Polling Question 2 
Poll 2: Where do you tactically feel that your digital 
marketing execution has the most opportunity for 
improvement? 
a) Mobile 
b) Big Data 
c) Conversion Optimization 
d) Content Marketing 
e) Marketing Automation 
#GutCheck
Tactical Focus 
#GutCheck
Content Marketing Challenges 
#GutCheck
Polling Question 3 
Poll 3: Organizationally where do you feel the 
biggest opportunity for digital marketing 
improvement lies? 
• Integration 
• Resourcing 
• Analytics 
• Budgeting 
#GutCheck
#3 INTEGRATION 
#GutCheck
Common Integration Deficiencies 
Upon Audit 
• Modern SEO: Technical SEO, Content 
Strategy, UX, Creative, Social 
• Local: National SEO, Local SEO, Local 
Content, Social (reviews), Localized Content 
• Customer Experience: UX Design and 
Content Strategy (Service Design – Offline) 
• Retention: CRM, Email, Social, and Offline 
• Multi-Channel Analytics (Attribution) 
#GutCheck
Content Strategy at the Core 
social 
promotion 
and 
discussion 
paid media 
promotion 
tactically-agnostic 
future-friendly 
search 
analytics 
lifecycle 
marketing 
(email) 
content 
creation 
content 
strategy 
lenses: local + mobile 
#GutCheck
#4 RESOURCING 
#GutCheck
Top Impediment to Integration 
#GutCheck
Cultural Shifts That Break Down Silos 
• Reimagine your organizational structure, processes, and 
ops design 
• Rally teams and partners around integrated programs 
• Assign common success KPIs across teams (incentives) 
• Create a senior level content position 
• Include cross-channel teamwork in performance reviews 
• Celebrate group successes 
• Educate! 
#GutCheck
Staffing Model Extremes 
In-house 
• Tactical execution with internal 
staff 
• Consultation from tactical industry 
experts 
• Examples: Intuit, Amazon 
Benefits: Cost effective, activity 
oversight, integration control (in 
theory) 
Risks: Planning ability, talent, ability to 
tactically stay cutting edge, team 
management, knowledge for program 
evolution and integration 
Delivery Partners 
• Tactical execution with external 
staff 
• Partnered planning 
• Examples: CPG 
Benefits: Tactical accountability 
Risks: Direct tactical oversight 
and staffing, cost, multiple agency 
management and integration, 
ability to understand where to 
make bets (partner competition) 
#GutCheck
FSI Marketing Staff
#5 ANALYTICS 
#GutCheck
Marketing Mix Value 
#GutCheck
FSI Media Mix 
#GutCheck
#6 BUDGETING 
#GutCheck
Budget Allocation 
#GutCheck
Forecasted Market Factors 
1. Improved measurement controls 
superfluous spending 
1. Contextual marketing steals media dollars 
#GutCheck
Recommended Areas of Focus 
• Foundational Tactical Improvements 
• Content Strategy, Content, and Content Marketing 
• User Experience and Technical Roadmaps 
• Infrastructure: Systems, Tools, and Staff (Content 
Managers, Program Managers) 
• Direct Improvements: CRM, email, sms, integration 
• Service Design 
• Advanced Analytics 
• Testing Slush-Fund! 
#GutCheck
Thank You! 
www.ethology.com 
http://digitalmarketingdepot.com 
webcasts@digitalmarketingdepot.com 
#DMD 
#GutCheck

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Gut Checking Your 2015 Digital Marketing Plan

  • 1.
  • 2. Is Your 2015 Integrated Digital Marketing Plan Complete? Time for a Gut Check? Thursday, December 11, 2014 - 1:00 EST(10:00PST) Speakers: David Robidoux, VP, Marketing, Franchise Services, Inc. Mike Bell, VP, Marketing, Parchment Mike Corak, EVP, Strategy, ethology
  • 3. Viewing Tips  Turn Off Pop-Up Blockers  Technical difficulties? • Click on “Help?” link • Use Q+A box  Submitting questions to speaker • Q+A session at end of webcast • Use “Ask a Question” box to submit questions • Send questions at any time • #DMDwc #GutCheck
  • 4. Today’s Presenters David Robidoux VP, Marketing, Franchise Services, Inc. www.linkedin.com/pub/david-robidoux/2/317/7b2 Mike Corak EVP, Strategy, ethology www.linkedin.com/in/mikecorak @mikecorak Mike Bell VP, Marketing, Parchment www.linkedin.com/in/bellmichael1 #GutCheck @michaelrsbell
  • 5. About Parchment Parchment 5.0, our electronic credentials platform, delivers the full B2B2C credential lifecycle securely and at scale. 2. Learners Request, Collect, Deliver & Share Multiple Credentials via 3. Credentials Are Displayed in Online Profiles Parchment Send Parchment.com Parchment Receive Issue. Request. Collect. Deliver. Share. Analyze. Parchment 5.0 #GutCheck One Account 1. Issuers Move from Paper to Electronic Credentials (Issue, Order, DRM, etc.) 4. Credentials are Delivered to Official Destinations (e.g. Admissions) A Secure & Trusted Platform
  • 6. About Franchise Services Franchise Services, Inc. is a franchise management company that owns the franchise brands TeamLogic IT, Sir Speedy, PIP, Signal Graphics and MultiCopy. FSI’s award-winning brands support the small- to medium-sized business market. #GutCheck
  • 7. Top Considerations 1. Planning Process 2. Tactical Needs 3. Integration 4. Resourcing 5. Analytics 6. Budgeting #GutCheck
  • 9. Pro Tip: Budgeting… But Still LAST! #GutCheck
  • 10. Polling Question 1 Poll 1: Where do most marketers plan to focus their digital efforts in 2015? a) Brand Awareness b) Revenue Support c) Data Acquisition d) Digital Channel Expansion e) Improving Customer Experience #GutCheck
  • 11. Ethology (Annual) Integrated Planning Process Business Goals • Definition •Map digital KPIs •Audit ability to efficiently measure and tie back to business goals Audits & Inputs • Consumer Insights • Content Demand • Personas • Tactical Audits • Customer Experience Audits • Resource Audit •Competitive Analysis • Share of Voice •Offline Marketing Plan Review • Tool Assessment • Funnel Definition Strategy •Opportunity Assessment •GAP Analysis • Brand Taxonomy • Tactical Strategy • Integrated Strategy • Content Strategy • Resource Assignment • Projections • Journey Mapping Plan •Ops Design • Service Design • Tactical Calendar • Content Calendar • Technical Roadmap • Usability Roadmap • Resource Roadmap • Innovation Roadmap • Integrated Processes • Roles & Responsibilities Budget • Cost Estimate Against Program & Outcomes • Feasibility Assessment Adjust and Repeat Until Approved #GutCheck
  • 12. Parchment Planning Timeline Strat Plan Quantitative Brand Qualitative Member Road Show Learner • PR • Influencer • Education • Interactive • Social 7’14 8’14 9’14 10’14 2015 Q4 15 Phase 1 Strategic Planning Phase 2 Research & Analysis Phase 3 Brand Identity • Parchment Vision • Strategic Pillars • Map Current Tactics to Pillars • Map Future Tactics to Pillars • Identify KPIs • Map Org Chart to Strategic Direction • *Pricing Strategy Phase 5 Execution • GA Audit • PPC “Test” campaign • Positioning • Brand Drivers • Creative Brief • Logo Refinements • Logo/Brand Extensions • Style Guide • Presentations • Internal • Sales • IR • PR • P.com survey • Member Focus Groups • Learner Focus Groups • Social Listening • Consistent but custom messaging • Insight-driven initiatives • Targeted Campaigns • Segmented Decks Phase 4 Socialization • Interview internal stakeholders • Gain consensus on Strategic Pillars • Socialize KPIs • Present final Strategy Systems Team Marketing Sales Product Marketing Product Sales Agency Partner Marketing Product Sales Agency Partner Marketing Product Sales Finance Marketing Sales Product #GutCheck
  • 14. #2 TACTICAL NEEDS #GutCheck
  • 15. Polling Question 2 Poll 2: Where do you tactically feel that your digital marketing execution has the most opportunity for improvement? a) Mobile b) Big Data c) Conversion Optimization d) Content Marketing e) Marketing Automation #GutCheck
  • 18. Polling Question 3 Poll 3: Organizationally where do you feel the biggest opportunity for digital marketing improvement lies? • Integration • Resourcing • Analytics • Budgeting #GutCheck
  • 20. Common Integration Deficiencies Upon Audit • Modern SEO: Technical SEO, Content Strategy, UX, Creative, Social • Local: National SEO, Local SEO, Local Content, Social (reviews), Localized Content • Customer Experience: UX Design and Content Strategy (Service Design – Offline) • Retention: CRM, Email, Social, and Offline • Multi-Channel Analytics (Attribution) #GutCheck
  • 21. Content Strategy at the Core social promotion and discussion paid media promotion tactically-agnostic future-friendly search analytics lifecycle marketing (email) content creation content strategy lenses: local + mobile #GutCheck
  • 23. Top Impediment to Integration #GutCheck
  • 24. Cultural Shifts That Break Down Silos • Reimagine your organizational structure, processes, and ops design • Rally teams and partners around integrated programs • Assign common success KPIs across teams (incentives) • Create a senior level content position • Include cross-channel teamwork in performance reviews • Celebrate group successes • Educate! #GutCheck
  • 25. Staffing Model Extremes In-house • Tactical execution with internal staff • Consultation from tactical industry experts • Examples: Intuit, Amazon Benefits: Cost effective, activity oversight, integration control (in theory) Risks: Planning ability, talent, ability to tactically stay cutting edge, team management, knowledge for program evolution and integration Delivery Partners • Tactical execution with external staff • Partnered planning • Examples: CPG Benefits: Tactical accountability Risks: Direct tactical oversight and staffing, cost, multiple agency management and integration, ability to understand where to make bets (partner competition) #GutCheck
  • 28. Marketing Mix Value #GutCheck
  • 29. FSI Media Mix #GutCheck
  • 32. Forecasted Market Factors 1. Improved measurement controls superfluous spending 1. Contextual marketing steals media dollars #GutCheck
  • 33. Recommended Areas of Focus • Foundational Tactical Improvements • Content Strategy, Content, and Content Marketing • User Experience and Technical Roadmaps • Infrastructure: Systems, Tools, and Staff (Content Managers, Program Managers) • Direct Improvements: CRM, email, sms, integration • Service Design • Advanced Analytics • Testing Slush-Fund! #GutCheck
  • 34. Thank You! www.ethology.com http://digitalmarketingdepot.com webcasts@digitalmarketingdepot.com #DMD #GutCheck