FOR MODERN PROJECTS
MODERN TOOLS
Using Digital Tools to
Reach New Clients
Emily Nichols
Tuck OnSite Global Consulting
A Little ContextExplaining why I’m up here
JOIN AT SLIDO.COM
#G057
But Alas…I drifted to other things
And Alas…I am no longer an “influencer.”
In Five Years, A Lot has ChangedHey, Alexa…
In Five Years, A Lot has ChangedThis guy.
Technology is ever-
acelerating.
- Moore’s Law
‘‘
’’
In Five Years, A Lot has Changed5x the digital marketing services
In hours per day: growing 3-6% each year
Spent on digital media each day5.9 hours
+4% growth
55% increase In global wi-fi networks over two years
13% share
Why Does This Matter?Or, why should I listen vs. send email under the table?
Of all US retail sales; grew 16% this year
2% increase In social advertising CTR since 2016
v
It’s within your reach
Bit by bit: some is better than none
Trial and error is a great teacher
Start with the tools we’ll talk about today
So, What Do We Do?Let’s not get overwhelmed
Digital MarketingA wild universe – we’ll focus on a few items
Website Social
Media
Email
Marketing
Content
Marketing
JOIN AT SLIDO.COM
#G057
Website
Some Things Never ChangeYour website is still your front door
01
02
03
04
Articulate why
they need you
Quality
visuals
Easy way
to contact
Simple
description
05 Build
credibility
06 Call to
action
v
Ways to Engage ClientsGive up the keys to your calendar
Make appointments easy to book; spend
time talking instead of scheduling
Calendar Plug-In
Breadcrumb Technique
Live Chat
v
Ways to Engage ClientsAnswer their questions when they arise
Be able to respond quickly when a
prospect has the urge to reach out
Live Chat
Calendar Plug-In
Breadcrumb Technique
v
Ways to Engage ClientsAnswer their questions when they arise
Be able to respond quickly when a
prospect has the urge to reach out
Live Chat
Calendar Plug-In
Breadcrumb Technique
v
Ways to Engage ClientsAnswer their questions when they arise
Be able to respond quickly when a
prospect has the urge to reach out
Live Chat
Calendar Plug-In
Breadcrumb Technique
Say that having a
live person
available during an
online purchase is
one of the most
important features
a website can offer.
44%
Of chat-using
customers are
satisfied by the
online chat
experience.
92%
"Live chat adds that
human touch that
can't be replicated
elsewhere. Even
though much of the
industry is moving
toward automation,
everyone is hyper-
aware of
maintaining the
human element.”
‘‘
’’
v
Ways to Engage ClientsBegin with the big picture
Calendar Plug-In
Increase prospect comfort with sharing
information step-by-step
Breadcrumb Technique
Live Chat
v
Ways to Engage ClientsBegin with the big picture
Calendar Plug-In
Increase prospect comfort with sharing
information step-by-step
Breadcrumb Technique
Live Chat
v
And there’s more!For those overachievers among us
Calendar Plug-In
Live Chat
Breadcrumb Technique
Request a Quote
Pre-Qualification Quiz
What Else?
E-mail
Marketing
For Tuck, about half our leads come from
annual email campaign
How prospects expect to hear from us
Standard of office communication*
Direct line in the midst of the work day
Email MarketingIt’s not dead yet!
Set clear expectations on the purpose of
the email
Optimizing for MobileHow easily we forget
55% Of emails are opened on
phones*
15% Of emails are opened on
desktop clients*
List ExperimentationMany ways to test and refine
LOCATION INDUSTRY POSITION RANDOM
Target C-suite excs or
middle management
Split the list A-M, N-ZFocus on key
geographies
Narrow your list to
healthcare,
manufacturing or tech,
etc.
TIMING
Try to do your outreach
earlier or later than
normal
AFFILIATION
Narrow by alumni year,
Center participation or
club activity
LIFECYCLE STAGE
Tailor outreach based on
stage in decision
process
02 30
07 !
Note with
relevant links
Project example story
Invite to connect
Report on prior
year’s successes
Trigger event: first
call, put into another
list/different workflow
Sale!Welcome
Message
Lifecycle Email ExampleAka “the Drip Campaign”
Social Media
Social MediaNot just for Kardashians
Deepen client relationships
Demonstrate nuanced brand personality
Gain hard data and informal insights about
preferences
Learn about competitors
Allow direct connection on a massive scale
with message control
YOUR
PROGRAM
Social Media ExperimentingNot every network is necessary
Two random groups
One share, one copy/paste
Lessons learned :
- Open rate doesn’t equal engagement
LinkedIn
Large and active group of alumni in
China
Communication and info-sharing
Close access to internal discussions
WeChat
Content
Marketing
Make the ask when
the time is right
Purchase
Draft a piece of
content about
something you can
uniquely, confidently
address
Create
See who clicks;
gather their contact
info along the way
Learn
Build their faith in
you via the value
the content
provides.
Follow-up
appropriately and
via a longer-term
campaign.
Trust
Promote the
content to a specific
segment;
Target
Content Marketing FunnelTried and true for a reason
• Invite clients or
students to tell their
stories
Podcast
• Offer a free or
certificate course
Online Course
• Highlight key areas
of expertise
Webinar
Other Types of ContentFor your consideration
Homework
- Decide what ONE THING you can do this year:
- Social media advertising?
- Get a CRM?
- Add chat to your website?
[TWO MINUTES WITH A BUDDY NOW]
[REPORT OUT]
- Read Mary Meeker’s 2018 Internet Trends
Report
- Tell me if you want to work on this together!
- emily.g.nichols@tuck.dartmouth.edu
CRM
Free, customizable,
easy to export any
data as needed
Research
Free, extensive, fairly
open, potential for
upgrade
Videoconference
Simple, reliable, works
for video and audio,
global reach
Last but Not LeastOther tools that have been winners for us
THANK YOU!

Digital Tools & Partner Engagement

  • 1.
    FOR MODERN PROJECTS MODERNTOOLS Using Digital Tools to Reach New Clients Emily Nichols Tuck OnSite Global Consulting
  • 2.
    A Little ContextExplainingwhy I’m up here JOIN AT SLIDO.COM #G057
  • 3.
    But Alas…I driftedto other things
  • 4.
    And Alas…I amno longer an “influencer.”
  • 5.
    In Five Years,A Lot has ChangedHey, Alexa…
  • 6.
    In Five Years,A Lot has ChangedThis guy.
  • 7.
    Technology is ever- acelerating. -Moore’s Law ‘‘ ’’ In Five Years, A Lot has Changed5x the digital marketing services
  • 8.
    In hours perday: growing 3-6% each year Spent on digital media each day5.9 hours +4% growth 55% increase In global wi-fi networks over two years 13% share Why Does This Matter?Or, why should I listen vs. send email under the table? Of all US retail sales; grew 16% this year 2% increase In social advertising CTR since 2016
  • 9.
    v It’s within yourreach Bit by bit: some is better than none Trial and error is a great teacher Start with the tools we’ll talk about today So, What Do We Do?Let’s not get overwhelmed
  • 10.
    Digital MarketingA wilduniverse – we’ll focus on a few items Website Social Media Email Marketing Content Marketing JOIN AT SLIDO.COM #G057
  • 11.
  • 12.
    Some Things NeverChangeYour website is still your front door 01 02 03 04 Articulate why they need you Quality visuals Easy way to contact Simple description 05 Build credibility 06 Call to action
  • 13.
    v Ways to EngageClientsGive up the keys to your calendar Make appointments easy to book; spend time talking instead of scheduling Calendar Plug-In Breadcrumb Technique Live Chat
  • 14.
    v Ways to EngageClientsAnswer their questions when they arise Be able to respond quickly when a prospect has the urge to reach out Live Chat Calendar Plug-In Breadcrumb Technique
  • 15.
    v Ways to EngageClientsAnswer their questions when they arise Be able to respond quickly when a prospect has the urge to reach out Live Chat Calendar Plug-In Breadcrumb Technique
  • 16.
    v Ways to EngageClientsAnswer their questions when they arise Be able to respond quickly when a prospect has the urge to reach out Live Chat Calendar Plug-In Breadcrumb Technique Say that having a live person available during an online purchase is one of the most important features a website can offer. 44% Of chat-using customers are satisfied by the online chat experience. 92% "Live chat adds that human touch that can't be replicated elsewhere. Even though much of the industry is moving toward automation, everyone is hyper- aware of maintaining the human element.” ‘‘ ’’
  • 17.
    v Ways to EngageClientsBegin with the big picture Calendar Plug-In Increase prospect comfort with sharing information step-by-step Breadcrumb Technique Live Chat
  • 18.
    v Ways to EngageClientsBegin with the big picture Calendar Plug-In Increase prospect comfort with sharing information step-by-step Breadcrumb Technique Live Chat
  • 19.
    v And there’s more!Forthose overachievers among us Calendar Plug-In Live Chat Breadcrumb Technique Request a Quote Pre-Qualification Quiz What Else?
  • 20.
  • 21.
    For Tuck, abouthalf our leads come from annual email campaign How prospects expect to hear from us Standard of office communication* Direct line in the midst of the work day Email MarketingIt’s not dead yet! Set clear expectations on the purpose of the email
  • 22.
    Optimizing for MobileHoweasily we forget 55% Of emails are opened on phones* 15% Of emails are opened on desktop clients*
  • 23.
    List ExperimentationMany waysto test and refine LOCATION INDUSTRY POSITION RANDOM Target C-suite excs or middle management Split the list A-M, N-ZFocus on key geographies Narrow your list to healthcare, manufacturing or tech, etc. TIMING Try to do your outreach earlier or later than normal AFFILIATION Narrow by alumni year, Center participation or club activity LIFECYCLE STAGE Tailor outreach based on stage in decision process
  • 24.
    02 30 07 ! Notewith relevant links Project example story Invite to connect Report on prior year’s successes Trigger event: first call, put into another list/different workflow Sale!Welcome Message Lifecycle Email ExampleAka “the Drip Campaign”
  • 25.
  • 26.
    Social MediaNot justfor Kardashians Deepen client relationships Demonstrate nuanced brand personality Gain hard data and informal insights about preferences Learn about competitors Allow direct connection on a massive scale with message control
  • 27.
    YOUR PROGRAM Social Media ExperimentingNotevery network is necessary Two random groups One share, one copy/paste Lessons learned : - Open rate doesn’t equal engagement LinkedIn Large and active group of alumni in China Communication and info-sharing Close access to internal discussions WeChat
  • 28.
  • 29.
    Make the askwhen the time is right Purchase Draft a piece of content about something you can uniquely, confidently address Create See who clicks; gather their contact info along the way Learn Build their faith in you via the value the content provides. Follow-up appropriately and via a longer-term campaign. Trust Promote the content to a specific segment; Target Content Marketing FunnelTried and true for a reason
  • 30.
    • Invite clientsor students to tell their stories Podcast • Offer a free or certificate course Online Course • Highlight key areas of expertise Webinar Other Types of ContentFor your consideration
  • 31.
    Homework - Decide whatONE THING you can do this year: - Social media advertising? - Get a CRM? - Add chat to your website? [TWO MINUTES WITH A BUDDY NOW] [REPORT OUT] - Read Mary Meeker’s 2018 Internet Trends Report - Tell me if you want to work on this together! - emily.g.nichols@tuck.dartmouth.edu
  • 32.
    CRM Free, customizable, easy toexport any data as needed Research Free, extensive, fairly open, potential for upgrade Videoconference Simple, reliable, works for video and audio, global reach Last but Not LeastOther tools that have been winners for us THANK YOU!