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Developing Your Social Media 
Business Strategy 
What You Don’t Know Can Hurt You 
! 
NOTE: this is a condensed version of what was presented. For a 
complete version, contact TaylorMade Solutions. 
Heather MacLean 
CMO 
TaylorMade Solutions 
@MacLeanHeather 
@MacLeanHeather
Don’t Operate in a Vacuum 
! 
Social Media is not a Stand- 
Alone Strategy
Top Mistakes Made 
10.No measurement 
9. No alignment to business objectives 
8. Only doing push communications 
7. Not engaging with your customers/ 
prospects 
6. Not listening to brand, competitors, 
industry conversations
Top 10 Continued 
5.Choosing too many channels and 
abandoning 
4. Not choosing the right channels 
3. Resources don’t understand the brand 
2. You don’t have the right resources 
1. No plan/strategy (lack of management 
knowledge/buy-in)
Case Studies
3 Companies Doing it Right
Starbucks - the challenge 
Bricks and mortar 
Traditional business 
B2C 
Rewards system - coffee cards 
Tim Hortons really the only coffee 
company still relying advertising on TV 
! 
! 
Starbucks wanted something different
Starbucks 
Early adopter 
Consciously thought of the digital experience 
Focused on ‘customer experience’ 
Music 
! 
! 
! 
“It really is about connecting with someone in a more intimate, 
experiential way that we think will have longer lasting ability 
to build affinity than a 30-second TV commercial or an ad.”
Facebook
Engagement
Twitter
Old Spice - the Challenge 
My father’s aftershave 
My grandfather’s aftershave 
Not exactly a young/hipster product
What Happened 
Men versus women 
Market to your audience 
Change the message 
Create a relationship 
Humour 
Visuals
Taco Bell 
Lots of noise 
Lots of competition (200,000 US locations) 
Decreasing profit margins 
Increased concerns healthy eating 
Lots of variety 
Increase in fresh/local options
What did they do? 
A lot 
Reframed the approach 
Started communicating 
Repurposed Content from TV ads, etc. over to 
social 
Leveraged user-generated content 
Since 2007 almost 8 million Facebook fans 
Facebook, Twitter, Youtube and Instagram 
In 2013, Taco Bell ranked as No. 1 on 
DigitalCoCo’s Restaurant Social Media Index, 
trumping key competitors such as McDonalds and 
Starbucks.
Twitter
Facebook
What do they have in common? 
1. Clear and defined brand & brand voice 
2. Defined audience - Personas 
3. Commitment to resources/strategy 
A. Channel analysis 
B. Listening & Engagement Strategy & Plan 
C. Integrated with overall corp objectives 
D. Social Media Playbook 
4. Avoidance of push communications 
5. Had an integrated marketing plan 
6. Measure ROI
Social Listening 
& Engagement 
are KEY 
components of 
the overall 
Business 
Strategy
Why Listen 
Listen first! 
! 
! 
People are talking about 
you whether you’re 
there or not. 
! 
Ignoring them is like 
ignoring a ringing 
phone.
People are Talking About Your Company
How do you Listen? 
• paid tools: Hootsuite, Radian6, etc. 
• free tools: 
– Google Alerts 
– Twitter Search 
– Google Blog Search 
– Social Mention 
– BoardTracker and BoardReader 
– Hootsuite
Social Media Command Centre
But…Be Strategic
Playbook 
• This can be your saving grace 
• What to respond to 
• What not to respond to 
• Workflow 
• Post tagging (for reporting) 
• Escalation - to whom and when 
• Hours 
• Team 
• Governance 
• etc.
Engagement Rule #1 
Be Authentic 
! 
Understand your community 
before diving in. 
! 
Speak with a human voice. 
! 
Engage with your community 
person-to-person. 
! 
Admit when you’ve made 
mistakes. 
!!!!! 
@MacLeanHeather
@MacLeanHeather 
Be Relevant 
! 
It’s not about you, it’s 
about your 
community. 
! 
Share info that’s 
useful for them and 
they’ll accept a little 
that promotes you. 
! 
Use 80/20 rule. 
! 
! 
! 
! 
Engagement Rule #2
Engagement Rule #3 
@MacLeanHeather 
Be Practical 
! 
Social media is a set of tools, 
that is part of a bigger picture. 
!! 
Despite what some say, it is 
not a strategy unto itself. 
! 
Tie your efforts to existing, 
bottom-line business 
objectives. 
! 
Remember your KPIs 
!!!!!
Engagement Rule #4 
Be Patient 
! 
Building a Community takes time. 
! 
Like in your personal life, 
there are no short-cuts to 
building relationships. Keep 
that in mind. 
!!!!! 
@MacLeanHeather 
Image courtesy of josephomotayo
Engagement Rule #5 
@MacLeanHeather 
Be Committed - Be 
Active 
! 
Engage regularly with 
your audience. 
! 
Respond quickly when 
people engage with 
you. 
! 
Keep your content 
fresh. 
! 
Provide Value 
! 
! 
!
Listening for Intent 
• 2013 
• Complaints happening 
• Company ignored 
• Continued promoting (push 
communications) 
• Social media exploded 
• Horrible corporate response 
• Hit mainstream media 
• Stock took hit 
• Head eventually quits/president too
Channel Selection
Best Practices 
• Look at your business does and what your 
brand is 
• Where are your customers/prospects? 
• Be selective 
• Once you start, stick with it 
• Have a plan, including corporate buy-in 
• Have patience as you build your network 
• Never buy likes or buy Twitter Followers 
• Remember to support with other marketing
What is your brand/line of business
Who/Where are your customers
7 Steps to Measuring Social 
Media ROI
7 Steps to Measuring Social Media ROI 
Establish your goals in 
advance. 
! 
If you don't know what 
you want to do, you're muc 
h more likely to fail. (As in l 
ife.)
7 Steps to Measuring Social Media ROI 
Tie them to your 
existing business 
goals: 
!• 
leads 
• conversions 
• web traffic 
• customer satisfaction 
sentiment 
• awareness 
• employee satisfaction 
recruiting
7 Steps to Measuring Social Media ROI 
Understand that 
every department 
will have a different 
definition 
of ROI.
7 Steps to Measuring Social Media ROI 
Decide in 
advance how you 
will measure 
success. 
! 
What are the 
metrics that spell 
success for you?
7 Steps to Measuring Social Media ROI 
! 
Focus on campaigns. 
! 
Break your activities down 
into manageable chunks. 
!!!!!
7 Steps to Measuring Social Media ROI 
Make them trackable 
through your web 
analytics 
!• 
Create a unique 
landing page 
• Create a unique URL 
for each social channel 
• Use your web analytics 
to see where the 
traffic came from 
!!!!!!!
7 Steps to Measuring Social Media ROI 
In the end, ROI is a 
formula and you 
need all the data to 
truly calculate it 
! 
ROI = gain – cost 
cost 
! 
! 
!!!!!!!
The 6 Building Blocks of a Social Media Strategy 
1.Start listening. 
! 
2.Find out where your customers/prospects are 
engaging. 
! 
3.Learn what your competitors are doing. 
! 
4.Get everybody together in the same room/ 
have a plan. 
! 
5.Develop a social media policy. 
! 
6.Determine what works best for you. 
! 
!
Channel Sharing Best Practices
Use your own name for your Twitter ID. 
Know your audience
Twitter Best Practices 
! 
• Choose your Twitter handle carefully 
! 
• Use your logo as the avatar and choose a good background 
! 
• Create your own hashtag associated with your brand 
! 
• Use only 1 or 2 hashtags at a time. 3 at the most 
! 
• Be sure to read a linked article before re-tweeting it. It might contain 
information that you didn’t intend to share. 
! 
• Be sure to put context around a link. NEVER just tweet a link. 
! 
• Tweet no more than 15 times/day 
! 
• Be human
You the Right Imagery
Facebook Best Practices 
• Know your audience 
! 
• Be responsive (expectation is 1 hour) 
! 
• Write for your audience 
! 
• Use images - Tag people 
! 
• Use video
Facebook Best Practices 
! 
• Post no more than twice a day 
! 
• Post every day 
! 
• Know what day is THE best day for you 
! 
• Know what time is THE best for you 
! 
• Ask people to share your post 
! 
• Have contests to raise your profile
Facebook Best Practices 
! 
• Shorter posts get read (think 140 characters even in 
FB) 
! 
• Speak as a human being, don’t be a robot. 
! 
• Show humour, have fun, but remember balance 
! 
• Indicate who your team is and who is posting - use 
initials 
! 
• Remove links from post and let it it stand on its own.
Questions 
! 
! 
!
Other than my own, the photos in this presentation 
were sourced via google search and Flickr, and are 
licensed under Creative Commons and Shutter Stock. 
! 
My sincere thanks & appreciation to everyone who 
has had a photo in this presentation. 
@MacLeanHeather

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Developing your sm business strategy (tms)

  • 1. Developing Your Social Media Business Strategy What You Don’t Know Can Hurt You ! NOTE: this is a condensed version of what was presented. For a complete version, contact TaylorMade Solutions. Heather MacLean CMO TaylorMade Solutions @MacLeanHeather @MacLeanHeather
  • 2. Don’t Operate in a Vacuum ! Social Media is not a Stand- Alone Strategy
  • 3. Top Mistakes Made 10.No measurement 9. No alignment to business objectives 8. Only doing push communications 7. Not engaging with your customers/ prospects 6. Not listening to brand, competitors, industry conversations
  • 4. Top 10 Continued 5.Choosing too many channels and abandoning 4. Not choosing the right channels 3. Resources don’t understand the brand 2. You don’t have the right resources 1. No plan/strategy (lack of management knowledge/buy-in)
  • 6. 3 Companies Doing it Right
  • 7. Starbucks - the challenge Bricks and mortar Traditional business B2C Rewards system - coffee cards Tim Hortons really the only coffee company still relying advertising on TV ! ! Starbucks wanted something different
  • 8. Starbucks Early adopter Consciously thought of the digital experience Focused on ‘customer experience’ Music ! ! ! “It really is about connecting with someone in a more intimate, experiential way that we think will have longer lasting ability to build affinity than a 30-second TV commercial or an ad.”
  • 12. Old Spice - the Challenge My father’s aftershave My grandfather’s aftershave Not exactly a young/hipster product
  • 13. What Happened Men versus women Market to your audience Change the message Create a relationship Humour Visuals
  • 14. Taco Bell Lots of noise Lots of competition (200,000 US locations) Decreasing profit margins Increased concerns healthy eating Lots of variety Increase in fresh/local options
  • 15. What did they do? A lot Reframed the approach Started communicating Repurposed Content from TV ads, etc. over to social Leveraged user-generated content Since 2007 almost 8 million Facebook fans Facebook, Twitter, Youtube and Instagram In 2013, Taco Bell ranked as No. 1 on DigitalCoCo’s Restaurant Social Media Index, trumping key competitors such as McDonalds and Starbucks.
  • 18. What do they have in common? 1. Clear and defined brand & brand voice 2. Defined audience - Personas 3. Commitment to resources/strategy A. Channel analysis B. Listening & Engagement Strategy & Plan C. Integrated with overall corp objectives D. Social Media Playbook 4. Avoidance of push communications 5. Had an integrated marketing plan 6. Measure ROI
  • 19. Social Listening & Engagement are KEY components of the overall Business Strategy
  • 20. Why Listen Listen first! ! ! People are talking about you whether you’re there or not. ! Ignoring them is like ignoring a ringing phone.
  • 21. People are Talking About Your Company
  • 22. How do you Listen? • paid tools: Hootsuite, Radian6, etc. • free tools: – Google Alerts – Twitter Search – Google Blog Search – Social Mention – BoardTracker and BoardReader – Hootsuite
  • 25. Playbook • This can be your saving grace • What to respond to • What not to respond to • Workflow • Post tagging (for reporting) • Escalation - to whom and when • Hours • Team • Governance • etc.
  • 26. Engagement Rule #1 Be Authentic ! Understand your community before diving in. ! Speak with a human voice. ! Engage with your community person-to-person. ! Admit when you’ve made mistakes. !!!!! @MacLeanHeather
  • 27. @MacLeanHeather Be Relevant ! It’s not about you, it’s about your community. ! Share info that’s useful for them and they’ll accept a little that promotes you. ! Use 80/20 rule. ! ! ! ! Engagement Rule #2
  • 28. Engagement Rule #3 @MacLeanHeather Be Practical ! Social media is a set of tools, that is part of a bigger picture. !! Despite what some say, it is not a strategy unto itself. ! Tie your efforts to existing, bottom-line business objectives. ! Remember your KPIs !!!!!
  • 29. Engagement Rule #4 Be Patient ! Building a Community takes time. ! Like in your personal life, there are no short-cuts to building relationships. Keep that in mind. !!!!! @MacLeanHeather Image courtesy of josephomotayo
  • 30. Engagement Rule #5 @MacLeanHeather Be Committed - Be Active ! Engage regularly with your audience. ! Respond quickly when people engage with you. ! Keep your content fresh. ! Provide Value ! ! !
  • 31. Listening for Intent • 2013 • Complaints happening • Company ignored • Continued promoting (push communications) • Social media exploded • Horrible corporate response • Hit mainstream media • Stock took hit • Head eventually quits/president too
  • 33.
  • 34. Best Practices • Look at your business does and what your brand is • Where are your customers/prospects? • Be selective • Once you start, stick with it • Have a plan, including corporate buy-in • Have patience as you build your network • Never buy likes or buy Twitter Followers • Remember to support with other marketing
  • 35. What is your brand/line of business
  • 36. Who/Where are your customers
  • 37.
  • 38. 7 Steps to Measuring Social Media ROI
  • 39. 7 Steps to Measuring Social Media ROI Establish your goals in advance. ! If you don't know what you want to do, you're muc h more likely to fail. (As in l ife.)
  • 40. 7 Steps to Measuring Social Media ROI Tie them to your existing business goals: !• leads • conversions • web traffic • customer satisfaction sentiment • awareness • employee satisfaction recruiting
  • 41. 7 Steps to Measuring Social Media ROI Understand that every department will have a different definition of ROI.
  • 42. 7 Steps to Measuring Social Media ROI Decide in advance how you will measure success. ! What are the metrics that spell success for you?
  • 43. 7 Steps to Measuring Social Media ROI ! Focus on campaigns. ! Break your activities down into manageable chunks. !!!!!
  • 44. 7 Steps to Measuring Social Media ROI Make them trackable through your web analytics !• Create a unique landing page • Create a unique URL for each social channel • Use your web analytics to see where the traffic came from !!!!!!!
  • 45. 7 Steps to Measuring Social Media ROI In the end, ROI is a formula and you need all the data to truly calculate it ! ROI = gain – cost cost ! ! !!!!!!!
  • 46.
  • 47. The 6 Building Blocks of a Social Media Strategy 1.Start listening. ! 2.Find out where your customers/prospects are engaging. ! 3.Learn what your competitors are doing. ! 4.Get everybody together in the same room/ have a plan. ! 5.Develop a social media policy. ! 6.Determine what works best for you. ! !
  • 48. Channel Sharing Best Practices
  • 49.
  • 50. Use your own name for your Twitter ID. Know your audience
  • 51. Twitter Best Practices ! • Choose your Twitter handle carefully ! • Use your logo as the avatar and choose a good background ! • Create your own hashtag associated with your brand ! • Use only 1 or 2 hashtags at a time. 3 at the most ! • Be sure to read a linked article before re-tweeting it. It might contain information that you didn’t intend to share. ! • Be sure to put context around a link. NEVER just tweet a link. ! • Tweet no more than 15 times/day ! • Be human
  • 52.
  • 53. You the Right Imagery
  • 54. Facebook Best Practices • Know your audience ! • Be responsive (expectation is 1 hour) ! • Write for your audience ! • Use images - Tag people ! • Use video
  • 55. Facebook Best Practices ! • Post no more than twice a day ! • Post every day ! • Know what day is THE best day for you ! • Know what time is THE best for you ! • Ask people to share your post ! • Have contests to raise your profile
  • 56. Facebook Best Practices ! • Shorter posts get read (think 140 characters even in FB) ! • Speak as a human being, don’t be a robot. ! • Show humour, have fun, but remember balance ! • Indicate who your team is and who is posting - use initials ! • Remove links from post and let it it stand on its own.
  • 58. Other than my own, the photos in this presentation were sourced via google search and Flickr, and are licensed under Creative Commons and Shutter Stock. ! My sincere thanks & appreciation to everyone who has had a photo in this presentation. @MacLeanHeather