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Content, Context,
  Customers & Engagement
       Developing A Process For Success



Robert Rose (@Robert_Rose)
Scott Liewehr (@sliewehr)


                                          1
2   2
The Power Has Shifted
  •   We made our bed

  •   Consumer defenses are up

  •   Trust of “the man” is down

  •   Peers are always right…sometimes



Brands that view this phenomenon as an opportunity
         and proactively manage it will win          3
                                                     3
Brand
A Digital Marketer Must . . .
• Be   open
• Be   a good listener
• Be   prepared
• Be   knowledgeable
• Be   consistent
• Deliver   value
          Listen. Be relevant. Engage.   4
                                         4
The Art of Engagement
“Engagement occurs when a
consumer interacts with a brand,
and elects to invest in it physically,
financially or emotionally.”
 • Most valued currency of the web

•   Requires the ability to listen and
    communicate
•   Tipping point: gaining the
    consumer’s attention and trust
                                         5
                                         5
It’s All About Communication
•   Consumer has granted their
    consent
•   You must be relevant
•   Opportunity may be brief
•   The business team owns the
    website, not IT
•   SME’s don’t always reside in
    marketing
                                   6
                                   6
The Engagement Journey




                         7
                         7
The biggest risk to engagement is
 the failure of a single interaction.




                                        8
                                        8
We’re all publishers
    these days




                       9
                       9
Subscribers
to our brand...


                  10
                  10
Old News: It starts with a search…



              90%


SEO = Answers. Not Engagement
                                11
                                11
News: Brand Subscriber = Business Value


   23% Premium Value
         Fully Engaged

   13% Discount
         Fully Disengaged
         **CE11 – Gallup Customer Engagement As Core Strategy   12
                                                                12
Why it works
Content, if good, will be accepted and spread by your
customers.

NO TECHNOLOGY BARRIERS.

Reach/Circulation no longer an issue (where are your
customers and prospects?).

Transparency and immediate communication (most
companies are not good at this).

More effective measurement…
                                                        13
                                                        13
Size doesn’t
   matter




               14
               14
Size doesn’t
                matter

“Content is as
Important as
Code”.
  - Dharmesh Shah




                            15
                            15
WEM - Starts And Ends
 With One Thing….



  Content….

                        16
                        16
Why a segmentation plan?




“We’re getting leads –      “Tell me why I    “Is our messaging
 But – they’re all tire-   should fund your        wrong?”
       kickers.”               Content
                           Marketing plan?”   “Who IS our target
“We don’t need MORE                              audience?”
  leads. We need
  BETTER leads.”


                                                                   17
Why? – So We Have Answers…
Some questions we’ll be able to answer?
 •    What kind of leads is Google PPC (or any tactic) delivering? Are they tire
      kickers or last-minute shoppers?
 •    What content resonates best with my best customers?
 •    Who are my targets? How many (of each) am I currently attracting?


What we can deliver…
  •   A lead nurturing plan to move tire-kickers down the sales funnel
  •   A breakdown of how content marketing contributes to leads,
      opportunities and sales
  •   A detailed breakout of our target audiences – and a unique selling
      proposition for each.

                                                                                   18
What Does Success Look Like?
The Persona & Content Segmentation Plan

Our example for today…
 • WIMPY Technology
 • Product is Windows Integrated Management Program (WIMP)
 • Targeting IT Directors and CFO’s at financial institutions
 • Use them as our example throughout today




                                                                19
What does success look like?




                               20
What does insight look like?




      IT           CFO
                               21
What does an “A Ha” Moment look
like?

        Customer Conversions




                                  22
Step 1 – Developing Buyer Personas

One Buyer Persona For Every Group
• Job title, Vertical, Power in organization
• Different products or services?
• It’s the WHO you are marketing to




Let’s Start With Our WIMP Solution
• Director of IT – the “tech guy”
• CFO


                                               23
Step 1 – Jeremy Our IT Buyer

Jeremy
•   Mid 30’s – Coffee lover
•   Works at a bank
•   Responds to email; phone
    not so much.
•   Frustrated because his
    company is growing too
    fast to keep up with support
•   COMPANY: USP: Enable Jeremy to be 25% more
    effective!

                                                 24
Step 1 - Buyer Persona Profiles

Put your Journalist hat on:


WHO is the persona… emotionally attached
WHAT does she do? What does his day look like?
WHERE is the gap in his needs/wants?
WHEN does he need to close this gap?
WHY does he care about us?



                                                 25
Step 2 – The Buying Cycle / Sales Funnel

  Just with our Sales Funnel?
      (this is the easiest)

  Just with Buying Process?
      (this is more accurate – but aligned with
  sales?)

  With a mix of both
      (most complex and most accurate)

                                                  26
Step 2 – The Sales Funnel


             Contacts

              Leads

      Qualified Opportunities

             Finalist

              Verbal




                                27
Step 2 – The Buying Cycle
          Awareness


          Information
            Search

          RFI’s Pricing
            Vendor

            Purchase
            Decision


            Competitive
            Alternatives



             Short List




                $
                            28
Step 2 – Putting It Together




                               29
Step 2 - Summing Up
The Sales Funnel
 Build up the Sales Funnel process
 Identify all the stages of this process



The Buying Process
 Understand the buying process of our customers
 Identify it by product – and determine if we need separate
 maps
 Then, map it into the sales funnel
                                                              30
Step 3 – Content Marketing Inventory

Taking inventory can be complex….

 Goal is to identify the content

 Good enough is in many cases… Good Enough

 Identify ALL the different types of marketing content

 This becomes our well from which we’ll draw…




                                                         31
Step 3 – The Inventory Dashboard




    TITLE    AUTHOR   META DATA.

                                   32
Step 4 - Building The Segmentation Grid




                                      33
Perceptive Content




                     34
Measuring the Level of
        Engagement

Understanding the
audience and where they
are on the journey is a
business asset.


                             35
Questions / Answers

And Your Challenges….




                        36

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Content, Context, Customers and Engagement: A Process for Web Engagement Management

  • 1. Content, Context, Customers & Engagement Developing A Process For Success Robert Rose (@Robert_Rose) Scott Liewehr (@sliewehr) 1
  • 2. 2 2
  • 3. The Power Has Shifted • We made our bed • Consumer defenses are up • Trust of “the man” is down • Peers are always right…sometimes Brands that view this phenomenon as an opportunity and proactively manage it will win 3 3
  • 4. Brand A Digital Marketer Must . . . • Be open • Be a good listener • Be prepared • Be knowledgeable • Be consistent • Deliver value Listen. Be relevant. Engage. 4 4
  • 5. The Art of Engagement “Engagement occurs when a consumer interacts with a brand, and elects to invest in it physically, financially or emotionally.” • Most valued currency of the web • Requires the ability to listen and communicate • Tipping point: gaining the consumer’s attention and trust 5 5
  • 6. It’s All About Communication • Consumer has granted their consent • You must be relevant • Opportunity may be brief • The business team owns the website, not IT • SME’s don’t always reside in marketing 6 6
  • 8. The biggest risk to engagement is the failure of a single interaction. 8 8
  • 9. We’re all publishers these days 9 9
  • 11. Old News: It starts with a search… 90% SEO = Answers. Not Engagement 11 11
  • 12. News: Brand Subscriber = Business Value 23% Premium Value Fully Engaged 13% Discount Fully Disengaged **CE11 – Gallup Customer Engagement As Core Strategy 12 12
  • 13. Why it works Content, if good, will be accepted and spread by your customers. NO TECHNOLOGY BARRIERS. Reach/Circulation no longer an issue (where are your customers and prospects?). Transparency and immediate communication (most companies are not good at this). More effective measurement… 13 13
  • 14. Size doesn’t matter 14 14
  • 15. Size doesn’t matter “Content is as Important as Code”. - Dharmesh Shah 15 15
  • 16. WEM - Starts And Ends With One Thing…. Content…. 16 16
  • 17. Why a segmentation plan? “We’re getting leads – “Tell me why I “Is our messaging But – they’re all tire- should fund your wrong?” kickers.” Content Marketing plan?” “Who IS our target “We don’t need MORE audience?” leads. We need BETTER leads.” 17
  • 18. Why? – So We Have Answers… Some questions we’ll be able to answer? • What kind of leads is Google PPC (or any tactic) delivering? Are they tire kickers or last-minute shoppers? • What content resonates best with my best customers? • Who are my targets? How many (of each) am I currently attracting? What we can deliver… • A lead nurturing plan to move tire-kickers down the sales funnel • A breakdown of how content marketing contributes to leads, opportunities and sales • A detailed breakout of our target audiences – and a unique selling proposition for each. 18
  • 19. What Does Success Look Like? The Persona & Content Segmentation Plan Our example for today… • WIMPY Technology • Product is Windows Integrated Management Program (WIMP) • Targeting IT Directors and CFO’s at financial institutions • Use them as our example throughout today 19
  • 20. What does success look like? 20
  • 21. What does insight look like? IT CFO 21
  • 22. What does an “A Ha” Moment look like? Customer Conversions 22
  • 23. Step 1 – Developing Buyer Personas One Buyer Persona For Every Group • Job title, Vertical, Power in organization • Different products or services? • It’s the WHO you are marketing to Let’s Start With Our WIMP Solution • Director of IT – the “tech guy” • CFO 23
  • 24. Step 1 – Jeremy Our IT Buyer Jeremy • Mid 30’s – Coffee lover • Works at a bank • Responds to email; phone not so much. • Frustrated because his company is growing too fast to keep up with support • COMPANY: USP: Enable Jeremy to be 25% more effective! 24
  • 25. Step 1 - Buyer Persona Profiles Put your Journalist hat on: WHO is the persona… emotionally attached WHAT does she do? What does his day look like? WHERE is the gap in his needs/wants? WHEN does he need to close this gap? WHY does he care about us? 25
  • 26. Step 2 – The Buying Cycle / Sales Funnel Just with our Sales Funnel? (this is the easiest) Just with Buying Process? (this is more accurate – but aligned with sales?) With a mix of both (most complex and most accurate) 26
  • 27. Step 2 – The Sales Funnel Contacts Leads Qualified Opportunities Finalist Verbal 27
  • 28. Step 2 – The Buying Cycle Awareness Information Search RFI’s Pricing Vendor Purchase Decision Competitive Alternatives Short List $ 28
  • 29. Step 2 – Putting It Together 29
  • 30. Step 2 - Summing Up The Sales Funnel Build up the Sales Funnel process Identify all the stages of this process The Buying Process Understand the buying process of our customers Identify it by product – and determine if we need separate maps Then, map it into the sales funnel 30
  • 31. Step 3 – Content Marketing Inventory Taking inventory can be complex…. Goal is to identify the content Good enough is in many cases… Good Enough Identify ALL the different types of marketing content This becomes our well from which we’ll draw… 31
  • 32. Step 3 – The Inventory Dashboard TITLE AUTHOR META DATA. 32
  • 33. Step 4 - Building The Segmentation Grid 33
  • 35. Measuring the Level of Engagement Understanding the audience and where they are on the journey is a business asset. 35
  • 36. Questions / Answers And Your Challenges…. 36

Editor's Notes

  1. Open…to criticism (from consumers, competitors), to new ideas, etcListener – it’s all about this – notion of perceptive content and finding ways to “hear” what your audience is telling youPrepared – hear something and ready to respond…quicklyKnowledge – be able to add value which peer consumers cannot, know users/consumers and their needs, etcConsistent – know what you’ve told this customer, experience across channels must be same, etcThe opportunities, and the technologies are there. This isn’t rocket science… It’s human nature, accentuated and supported by technology…
  2. From this definition we see that we’re discussing “consumers” and brands, but - note that consumer can be replaced with “constituent” in government, “employee” for intranets, “vendors”, “partners” or “businesses” in B2B, donors in non-profit, etc - the notion of engagement applies to all these contextsIn this definition, we specifically note that it’s an *interaction* with a brand, not necessarily a purchaseSo yes, they can be financially invested, but they may also be emotionally invested in the brand, advocating for it, or physically invested contributing their effort on behalf, [campaign, non-profit, etc]In an age where the Web *is* now social and interactive by it’s very nature, engagement is the most valued currencyEven when folks aren’t spending money, their advocacy becomes keyEveryone has a bullhorn nowadays, so when folks were happy with a product or brand and they used to tell 3 people, now they tell 3 million. And by contrast, if they’re not happy, everyone will know that as wellAt Gilbane, we also have been focusing on the ability to listen as a core tenet of engagement. For a few years now, industry pundits have been describing the notion of ‘Persuasive Content”But in order to persuade, one must first be able to ‘Perceive’ – Effective conversations are two-way, and we have more abilities than ever to listenFinally, once that conversation is taking place and you have the consumer’s attention, there must be an element of trustTrust is established in numerous ways…sometimes they gain trust through recommendations of others, sometimes it’s based on multiple interactions, sometimes it’s a consistency across channels which tells the consumer you know who they are and understand what they’re looking for
  3. When we take a step back and look at it, it’s ALL about communication. Whether WEM or CEM / CXM, whatever, it’s about conversational interactions across digital channelsThe key to the engagement paradigms (whether web engagement, customer experience, etc) is that they are different because they put the customer at the center.Many of the tools and technologies focus on the content itself, the clicks, the analytics… But the heart of engagement is quite obviously the consumer, and all the other stuff is a means to an endIt’s all about finding ways to provide actionable insights, and to be RELEVANTA key component of web engagement which makes it unique is that they have elected to come to YOUThey have given you their full consent to communicate with them, to persuade them or to educate themSo you MUST be relevant, or they’re gone as quickly as they cameYour opportunity is fleeting. Our attention spans are short, and at any given moment your audience may elect to leave your site.A good friend of mine in the industry has actually title his blog “hovering over the back button” as a bit of fun, but also to drive this point home [maybe it’s a reminder to himself to write good posts]While tools are critical to gather the necessary insights about the customer and make inferences about their reasons for visiting…This is NOT about the tools, and therefore our marketing team (or whomever communicates with the audience) is in chargeFinally, we also need to keep in mind that our audience often thirsts to hear from others about our productsNot just marketing or sales speakConsumers today are getting used to being able to hear from other SMEs, either directly or indirectlyMaybe via blogs by the product manager, by interactions with product developers or workers on support sites, by hotel managers via newsletters, etcIt’s all about communication… These are not new concepts, but they’re more attainable now with WEM
  4. Series of interactions…
  5. Because, as one might expect, if engagement is the result of a series of cumulative interactions, then one of the biggest risks is the failure of one of those interactions.If the relationship is progressing, and moving along nicely, getting more and more intimate with each interaction, then a definite threat to that momentum would be if one of those interactions didn’t go so well. - if, for instance, a very tailored, honed set of experiences online becomes extremely generic when the particular consumer comes to the site on their phone, or they get an email which doesn’t recognize their relationship with the brand… - these sorts of experiences can set the relationship back Consumers expectations are raised, and letting them down can really do harm.What would otherwise be a nice experience becomes negative if the individual is used to more[Can tell restaurant analogy here if there seems to be time] – likely not
  6. To make use of personas and segments…We have to understand our audience and their needs – in order even to develop appropriate personasThis was one of the faults of the early days of personalizationWe have to be able to hear our visitors to understand what they’re looking for…what they find relevantFirst step to personalization