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Teach Me How:
How to Create a North Star Editorial Toolkit
Ahava Leibtag
President
Aha Media Group
@ahavaL
@ ahavaL #mpb2b 3
@ ahavaL #mpb2b 4
@ ahavaL #mpb2b 5
@ ahavaL #mpb2b 6
https://www.dealerrefresh.com/
9
https://www.autotrader.com/car-topics/self-driving-cars.xhtml
14
Content Strategy
• Align content with business objectives
• Support customers in accomplishing tasks
Business
Goals
User
Tasks
15
Content Strategy Has 3 Parts
1. External Messaging: Answer the 5 essential questions.
2. Internal Workflow: How do we create a repeatable,
sustainable content lifecycle?
3. Technological Delivery of Content: How do we control the
display and delivery of content?
16
#1: Editorial/Brand
All organizations need to know:
1. To whom are you talking?
2. Who are you as a brand?
3. What are you trying to say?
4. How do you say it?
5. When and where do you say it?
17
#2: Workflow
They also need to know:
Internally, who is responsible for all the different phases of
producing content?
• Plan
• Create
• Publish
• Distribute
• Analyze
• Govern
18
#3: Technical Display/Delivery of Content
• XML
• DITA
• Metadata
• Structured content
• Adaptive content
• Content modeling
19
Challenges:
1. Feeding the content beast with wellness stories and info-
graphics
2. No strategy or direction to repurpose and recycle content they
had already created
3. Content not engaging or resonating on social media channels (no
traffic)
22
Geisinger’s Social Community Reach
5/1/2015 – 5/1/2016
Channel Growth
Facebook 27%
LinkedIn 33%
Twitter 18%
Instagram 2825%
(started April 2015)
All 30%
Facebook Increase in Engagement & Reach
Total Likes
Page
Engagement
Weekly Total
Reach
Apr-15 27,622 961 26,291
Apr-16 35,333 3,975 38,110
Increase 28% 314% 45%
Let’s Get Started!
25
Editorial/Brand
All organizations need to know:
1. To whom are you talking? (Personas)
2. Who are you? (Brand pillars)
3. What are you trying to say? (Messaging)
4. How do you say it? (Voice and tone)
5. Where and when do you say it? (Editorial calendar/channel
management)
@ ahavaL #mpb2b
5 Essential Questions
1. To whom are you speaking?
2. Who are you as a brand?
3. What are you trying to say?
4. How do you say it?
5. When and where do you say it?
27
Backstory:
He has been working for the same law firm for 12
years and business is growing quickly. His
administrator hired the previous two IT companies,
but neither of them could keep up with the firm’s
growing needs. Adam was also disappointed by their
work ethic. He knows his firm needs outstanding
outside help because they don’t have the resources to
bring in an internal IT employee. Adam wants a
company that will help anticipate the firm’s needs. He
wants to hire a highly recommended company that is
extremely reliable.
Age: 38
Lives in: Bethesda, MD
Education: Georgetown Law School,
Penn Undergraduate
Occupation: Patent Attorney in
Washington, D.C.
HH Income: 250K (+50K)
Family: Wife, Julie, 34, Graphic Designer
Daughter, Danielle, 11
Son, Michael, 8
Lifestyle/Personality:
• Drives an Acura and wife drives a
Honda CRV
• Gym membership and plays tennis
• Coaches Michael’s soccer team
• Family travels twice a year to California
• Shops at Brooks Brothers and J.Crew
• Dines out often with clients
Devices and Channels:
iPhone, iPad, laptop and desktop
News and Information:
Reads the Wall Street Journal and world
news online
Tasks and Objectives:
• What kind of IT support do you provide?
• How much experience do you have with the
legal industry?
• Do you have after business hours and
weekend technical support? How responsive
are you during those times?
• Is there an assigned primary technical
consultant?
• Will you recommend and purchase
hardware and software products for my law
firm?
• What is your pricing structure?
• Who are some of your clients? Can you
provide customer recommendations?
Adam J. Seeking IT services: “We need professional help with our IT.”
28
Motivations
• Find an IT company
that will be a good fit
for his firm
Primary Questions
• What kind of IT support do you provide?
• How much experience do you have with the
legal industry?
• Do you have after business hours and
weekend technical support? How responsive
are you during those times?
Secondary Questions
• Is there an assigned primary technical consultant?
• Will you recommend and purchase hardware and
software products for my lawfirm?
• What is your pricing structure?
• Who are some of your clients? Can you provide
customer recommendations?
Actions
• Call with questions
• Schedule a meeting
Possible Encounters:
• Search online
• Referrals
Possible Content:
• Services
• Portfolio
• Support Hours
Possible Content:
• Products
• Pricing
• Customer Testimonials
Possible
Modes of
Engagement
Adam J. Seeking IT services: “We need professional help with our IT.”
29
Motivations
• Find an IT company
that will be a good fit
for his firm
Primary Questions
• What kind of IT support do you provide?
• How much experience do you have with the
legal industry?
• Do you have after business hours and
weekend technical support? How responsive
are you during those times?
Secondary Questions
• Is there an assigned primary technical consultant?
• Will you recommend and purchase hardware and
software products for my lawfirm?
• What is your pricing structure?
• Who are some of your clients? Can you provide
customer recommendations?
Actions
• Call with questions
• Schedule a meeting
Possible Encounters:
• Search online
• Referrals
Possible Pages:
• Services
• Portfolio
• Support Hours
Possible Pages:
• Products
• Pricing
• Customer Testimonials
Possible
Modes of
Engagement
Adam J. Seeking IT services: “We need professional help with our IT.”
30
Jessica Barbara Julie Helen Sally
Age 27 65 56 45 70
Geography Brooklyn, N.Y. Detroit, Mich., and
Palm Beach, Fla.
Los Angeles, Calif. Nashville, Tenn. Pittsburgh, Penn.
Education M.A. MBA J.D. B.S. B.A.
Work Charter school
teacher
Retired
professional
Attorney (not
currently working)
CIO (corporate) Recently retired
schoolteacher
HH Income $100k $250k $200k $500k $75,000
Marital Status Engaged to a
woman
Divorced Married Married Recently widowed
Family 0 children 2 grown children Grown children 2 children 3 grown children
Race White White White White White
Persona Matrix
Judy, Jen & Taylor
@ ahavaL #mpb2b
“Jen's kids have had a few cases of
strep this past year so she's reading up
on natural strep throat treatments.”
“Judy's husband has gout
so she tries to learn all
she can about it.”
@ ahavaL #mpb2b
5 Essential Questions
1. To whom are you speaking?
2. Who are you as a brand?
3. What are you trying to say?
4. How do you say it?
5. When and where do you say it?
34
@ ahavaL #mpb2b
Identity Pillars
Current Identity Pillars  Future Identity Pillars




@ ahavaL #mpb2b
Identity Pillars
Current Identity Pillars  Future Identity Pillars
CHEAP




Identity Pillars
Current Identity Pillars  Future Identity Pillars
CHEAP

AFFORDABLE



Current Pillars Future Pillars
Old/outdated  Influential
Activist  Activist
Community service  Community empowerment
Grassroots  Network
44
5 Essential Questions
1. To whom are you speaking?
2. Who are you as a brand?
3. What are you trying to say?
4. How do you say it?
5. When and where do you say it?
45
Messaging Architecture
Current Content
Pillars
Future Content
Pillars
Articulation Statement Messaging
CHEAP 
Messaging Architecture
Current Content
Pillars
Future Content
Pillars
Articulation Statement Messaging
CHEAP  AFFORDABLE
Messaging Architecture
Current Content
Pillars
Future Content
Pillars
Articulation Statement Messaging
CHEAP  AFFORDABLE
You can find the products you
want, at the prices you are
looking for.
Messaging Architecture
Current Content
Pillars
Future Content
Pillars
Articulation Statement Messaging
CHEAP  AFFORDABLE
You can find the products you
want, at the prices you are
looking for.
• Our prices are consistently
20% lower than other retail
chains.
• Robust coupon program
5 Essential Questions
1. To whom are you speaking?
2. Who are you as a brand?
3. What are you trying to say?
4. How do you say it?
5. When and where do you say it?
51
Voice and Tone
We are:
sophisticated innovative academic
friendly fun important smart different
funny hipster sarcastic sympathetic
empathetic awesome helpful convenient
Voice and Tone
We are:
sophisticated innovative academic
friendly fun important smart different
funny hipster sarcastic sympathetic
empathetic awesome helpful convenient
Voice and Tone
We are:
sophisticated innovative academic
friendly fun important smart different
funny hipster sarcastic sympathetic
empathetic awesome helpful convenient
@ ahavaL #mpb2b
@ ahavaL #mpb2b
@ ahavaL #mpb2b
@ ahavaL #mpb2b
@ ahavaL #mpb2b
@ ahavaL #mpb2b
@ ahavaL #mpb2b
@ ahavaL #mpb2b
@ ahavaL #mpb2b
Voice and Tone Guidelines
• Engaging
• Inclusive
• Savvy
• Influential
65
InclusiveInfluential
Savvy
Voice and Tone Matrix
Engaging
InclusiveInfluential
Savvy
Voice + Tone, by Persona
Engaging
Jessica
Julie
Barbara
Helen
Sally
Voice and Tone (4)
We aren’t … Problematic example (taken
from site content)
We are … On-brand example (written by
AMG)
Notes
Rushed or impatient What if you bring me the
wrong item, or if I’m not
happy with my order?
You can return any wrong
or unacceptable item
directly to the person
delivering your order
either at delivery or the
pickup location. If you
discover a problem after
you receive your order,
you can call our customer
care team at X. You can
also return items to any
store. Just take your
receipt so they know you
are our customer.
Soothing What if you bring me the
wrong item, or if I’m not happy
with my order?
Our #1 goal is that you’re
thrilled with every order from
us.
If you discover a problem after
you receive an order, you have
3 options:
1. You can return any wrong or
unacceptable item directly to
the person delivering your
order (either at delivery or the
pickup location)
2. Call our customer care team
at X.
3. Return items to any store,
even if they don’t offer pickup
at that location. Just take your
receipt so they know you are
our customer.
Groceries are an intimate
product that truly affect the
customer at the moment of
purchase. First acknowledge
their right to complain. Then
break down that they have
choices in terms of how to
manage their returns. Then
provide detail so there are no
lingering questions.
Our goal is to be empathetic
while we solve their problems.
68
5 Essential Questions
1. To whom are you speaking?
2. Who are you as a brand?
3. What are you trying to say?
4. How do you say it?
5. When and where do you say it?
69
Editorial Calendar
@ ahavaL #mpb2b 71
Content has 3 parts.
73
@ ahavaL #mpb2b 74
Content Formats
• Written articles
• Podcasts
• Videos
• Photographs
• Infographics
• Slide Shows
• Whitepapers
• Polls/Survey data
vs.
76
Content Delivery Tools
• Websites
• Blogs
• Newsletters
• iTunes
• YouTube
• Facebook
• Twitter
• Slideshare
@ ahavaL #mpb2b
@ ahavaL #mpb2b
@ ahavaL #mpb2b
Backstory:
xx
Age: XX
Lives in: XX
Education: XX
Occupation: XX
HH Income: XX
Family: XX
Lifestyle/Personality:
• XX
Devices:
XX
News and Information:
XX
Tasks and Objectives:
• XX
Motivations
• XX
Primary Questions
• XX
Secondary Questions
• XX
Actions
• XX
Possible Encounters:
• XX
Possible Pages:
• XX
Possible Pages:
• XX
Possible
Modes of
Engagement
Identity Pillars
Current Identity Pillars  Future Identity Pillars




Messaging Architecture
Current Content
Pillars
Future Content
Pillars
Articulation Statement Messaging
We are… We are not… Good example Notes




Question Questions to Ask/Things to Do Answers
To whom are we speaking?  Are the personas appropriate for this
project?
Who are we as a brand? • Please define the brand in the context of
this particular project.
What are we saying? • What are 3 strategic takeaways we want
people to know?
How are we saying it?  Please define voice and tone.
When and where do we say it?  Will this content be used for social
media copy?
 What are 2 clear calls to action?
Content is a conversation.
Who said?
“Getting an audience is hard. Sustaining an
audience is hard. It demands a consistency of
thought, of purpose, and of action over a long
period of time.”
@ ahavaL #mpb2b
@ ahavaL #mpb2b
Questions?
Ahava Leibtag
Aha Media Group, LLC
ahava@ahamediagroup.com
@ahavaL @
ahavaleibtag
@ ahavaL #mpb2b
THANK YOU!
90
Ask me anything at the Post-Presentation Huddle!

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How to Create a North Star Editorial Toolkit

  • 1. Teach Me How: How to Create a North Star Editorial Toolkit Ahava Leibtag President Aha Media Group @ahavaL
  • 2.
  • 7.
  • 8.
  • 10.
  • 12.
  • 13.
  • 14. 14
  • 15. Content Strategy • Align content with business objectives • Support customers in accomplishing tasks Business Goals User Tasks 15
  • 16. Content Strategy Has 3 Parts 1. External Messaging: Answer the 5 essential questions. 2. Internal Workflow: How do we create a repeatable, sustainable content lifecycle? 3. Technological Delivery of Content: How do we control the display and delivery of content? 16
  • 17. #1: Editorial/Brand All organizations need to know: 1. To whom are you talking? 2. Who are you as a brand? 3. What are you trying to say? 4. How do you say it? 5. When and where do you say it? 17
  • 18. #2: Workflow They also need to know: Internally, who is responsible for all the different phases of producing content? • Plan • Create • Publish • Distribute • Analyze • Govern 18
  • 19. #3: Technical Display/Delivery of Content • XML • DITA • Metadata • Structured content • Adaptive content • Content modeling 19
  • 20.
  • 21.
  • 22. Challenges: 1. Feeding the content beast with wellness stories and info- graphics 2. No strategy or direction to repurpose and recycle content they had already created 3. Content not engaging or resonating on social media channels (no traffic) 22
  • 23. Geisinger’s Social Community Reach 5/1/2015 – 5/1/2016 Channel Growth Facebook 27% LinkedIn 33% Twitter 18% Instagram 2825% (started April 2015) All 30%
  • 24. Facebook Increase in Engagement & Reach Total Likes Page Engagement Weekly Total Reach Apr-15 27,622 961 26,291 Apr-16 35,333 3,975 38,110 Increase 28% 314% 45%
  • 26. Editorial/Brand All organizations need to know: 1. To whom are you talking? (Personas) 2. Who are you? (Brand pillars) 3. What are you trying to say? (Messaging) 4. How do you say it? (Voice and tone) 5. Where and when do you say it? (Editorial calendar/channel management) @ ahavaL #mpb2b
  • 27. 5 Essential Questions 1. To whom are you speaking? 2. Who are you as a brand? 3. What are you trying to say? 4. How do you say it? 5. When and where do you say it? 27
  • 28. Backstory: He has been working for the same law firm for 12 years and business is growing quickly. His administrator hired the previous two IT companies, but neither of them could keep up with the firm’s growing needs. Adam was also disappointed by their work ethic. He knows his firm needs outstanding outside help because they don’t have the resources to bring in an internal IT employee. Adam wants a company that will help anticipate the firm’s needs. He wants to hire a highly recommended company that is extremely reliable. Age: 38 Lives in: Bethesda, MD Education: Georgetown Law School, Penn Undergraduate Occupation: Patent Attorney in Washington, D.C. HH Income: 250K (+50K) Family: Wife, Julie, 34, Graphic Designer Daughter, Danielle, 11 Son, Michael, 8 Lifestyle/Personality: • Drives an Acura and wife drives a Honda CRV • Gym membership and plays tennis • Coaches Michael’s soccer team • Family travels twice a year to California • Shops at Brooks Brothers and J.Crew • Dines out often with clients Devices and Channels: iPhone, iPad, laptop and desktop News and Information: Reads the Wall Street Journal and world news online Tasks and Objectives: • What kind of IT support do you provide? • How much experience do you have with the legal industry? • Do you have after business hours and weekend technical support? How responsive are you during those times? • Is there an assigned primary technical consultant? • Will you recommend and purchase hardware and software products for my law firm? • What is your pricing structure? • Who are some of your clients? Can you provide customer recommendations? Adam J. Seeking IT services: “We need professional help with our IT.” 28
  • 29. Motivations • Find an IT company that will be a good fit for his firm Primary Questions • What kind of IT support do you provide? • How much experience do you have with the legal industry? • Do you have after business hours and weekend technical support? How responsive are you during those times? Secondary Questions • Is there an assigned primary technical consultant? • Will you recommend and purchase hardware and software products for my lawfirm? • What is your pricing structure? • Who are some of your clients? Can you provide customer recommendations? Actions • Call with questions • Schedule a meeting Possible Encounters: • Search online • Referrals Possible Content: • Services • Portfolio • Support Hours Possible Content: • Products • Pricing • Customer Testimonials Possible Modes of Engagement Adam J. Seeking IT services: “We need professional help with our IT.” 29
  • 30. Motivations • Find an IT company that will be a good fit for his firm Primary Questions • What kind of IT support do you provide? • How much experience do you have with the legal industry? • Do you have after business hours and weekend technical support? How responsive are you during those times? Secondary Questions • Is there an assigned primary technical consultant? • Will you recommend and purchase hardware and software products for my lawfirm? • What is your pricing structure? • Who are some of your clients? Can you provide customer recommendations? Actions • Call with questions • Schedule a meeting Possible Encounters: • Search online • Referrals Possible Pages: • Services • Portfolio • Support Hours Possible Pages: • Products • Pricing • Customer Testimonials Possible Modes of Engagement Adam J. Seeking IT services: “We need professional help with our IT.” 30
  • 31. Jessica Barbara Julie Helen Sally Age 27 65 56 45 70 Geography Brooklyn, N.Y. Detroit, Mich., and Palm Beach, Fla. Los Angeles, Calif. Nashville, Tenn. Pittsburgh, Penn. Education M.A. MBA J.D. B.S. B.A. Work Charter school teacher Retired professional Attorney (not currently working) CIO (corporate) Recently retired schoolteacher HH Income $100k $250k $200k $500k $75,000 Marital Status Engaged to a woman Divorced Married Married Recently widowed Family 0 children 2 grown children Grown children 2 children 3 grown children Race White White White White White Persona Matrix
  • 32. Judy, Jen & Taylor @ ahavaL #mpb2b
  • 33. “Jen's kids have had a few cases of strep this past year so she's reading up on natural strep throat treatments.” “Judy's husband has gout so she tries to learn all she can about it.” @ ahavaL #mpb2b
  • 34. 5 Essential Questions 1. To whom are you speaking? 2. Who are you as a brand? 3. What are you trying to say? 4. How do you say it? 5. When and where do you say it? 34
  • 36.
  • 37.
  • 38.
  • 39.
  • 40. Identity Pillars Current Identity Pillars  Future Identity Pillars    
  • 42. Identity Pillars Current Identity Pillars  Future Identity Pillars CHEAP    
  • 43. Identity Pillars Current Identity Pillars  Future Identity Pillars CHEAP  AFFORDABLE   
  • 44. Current Pillars Future Pillars Old/outdated  Influential Activist  Activist Community service  Community empowerment Grassroots  Network 44
  • 45. 5 Essential Questions 1. To whom are you speaking? 2. Who are you as a brand? 3. What are you trying to say? 4. How do you say it? 5. When and where do you say it? 45
  • 46. Messaging Architecture Current Content Pillars Future Content Pillars Articulation Statement Messaging CHEAP 
  • 47. Messaging Architecture Current Content Pillars Future Content Pillars Articulation Statement Messaging CHEAP  AFFORDABLE
  • 48. Messaging Architecture Current Content Pillars Future Content Pillars Articulation Statement Messaging CHEAP  AFFORDABLE You can find the products you want, at the prices you are looking for.
  • 49. Messaging Architecture Current Content Pillars Future Content Pillars Articulation Statement Messaging CHEAP  AFFORDABLE You can find the products you want, at the prices you are looking for. • Our prices are consistently 20% lower than other retail chains. • Robust coupon program
  • 50.
  • 51. 5 Essential Questions 1. To whom are you speaking? 2. Who are you as a brand? 3. What are you trying to say? 4. How do you say it? 5. When and where do you say it? 51
  • 52. Voice and Tone We are: sophisticated innovative academic friendly fun important smart different funny hipster sarcastic sympathetic empathetic awesome helpful convenient
  • 53. Voice and Tone We are: sophisticated innovative academic friendly fun important smart different funny hipster sarcastic sympathetic empathetic awesome helpful convenient
  • 54. Voice and Tone We are: sophisticated innovative academic friendly fun important smart different funny hipster sarcastic sympathetic empathetic awesome helpful convenient @ ahavaL #mpb2b
  • 59.
  • 64.
  • 65. Voice and Tone Guidelines • Engaging • Inclusive • Savvy • Influential 65
  • 67. InclusiveInfluential Savvy Voice + Tone, by Persona Engaging Jessica Julie Barbara Helen Sally
  • 68. Voice and Tone (4) We aren’t … Problematic example (taken from site content) We are … On-brand example (written by AMG) Notes Rushed or impatient What if you bring me the wrong item, or if I’m not happy with my order? You can return any wrong or unacceptable item directly to the person delivering your order either at delivery or the pickup location. If you discover a problem after you receive your order, you can call our customer care team at X. You can also return items to any store. Just take your receipt so they know you are our customer. Soothing What if you bring me the wrong item, or if I’m not happy with my order? Our #1 goal is that you’re thrilled with every order from us. If you discover a problem after you receive an order, you have 3 options: 1. You can return any wrong or unacceptable item directly to the person delivering your order (either at delivery or the pickup location) 2. Call our customer care team at X. 3. Return items to any store, even if they don’t offer pickup at that location. Just take your receipt so they know you are our customer. Groceries are an intimate product that truly affect the customer at the moment of purchase. First acknowledge their right to complain. Then break down that they have choices in terms of how to manage their returns. Then provide detail so there are no lingering questions. Our goal is to be empathetic while we solve their problems. 68
  • 69. 5 Essential Questions 1. To whom are you speaking? 2. Who are you as a brand? 3. What are you trying to say? 4. How do you say it? 5. When and where do you say it? 69
  • 72.
  • 73. Content has 3 parts. 73
  • 75. Content Formats • Written articles • Podcasts • Videos • Photographs • Infographics • Slide Shows • Whitepapers • Polls/Survey data
  • 77. Content Delivery Tools • Websites • Blogs • Newsletters • iTunes • YouTube • Facebook • Twitter • Slideshare
  • 80.
  • 82. Backstory: xx Age: XX Lives in: XX Education: XX Occupation: XX HH Income: XX Family: XX Lifestyle/Personality: • XX Devices: XX News and Information: XX Tasks and Objectives: • XX
  • 83. Motivations • XX Primary Questions • XX Secondary Questions • XX Actions • XX Possible Encounters: • XX Possible Pages: • XX Possible Pages: • XX Possible Modes of Engagement
  • 84. Identity Pillars Current Identity Pillars  Future Identity Pillars    
  • 85. Messaging Architecture Current Content Pillars Future Content Pillars Articulation Statement Messaging
  • 86. We are… We are not… Good example Notes    
  • 87. Question Questions to Ask/Things to Do Answers To whom are we speaking?  Are the personas appropriate for this project? Who are we as a brand? • Please define the brand in the context of this particular project. What are we saying? • What are 3 strategic takeaways we want people to know? How are we saying it?  Please define voice and tone. When and where do we say it?  Will this content be used for social media copy?  What are 2 clear calls to action? Content is a conversation.
  • 88. Who said? “Getting an audience is hard. Sustaining an audience is hard. It demands a consistency of thought, of purpose, and of action over a long period of time.” @ ahavaL #mpb2b
  • 90. Questions? Ahava Leibtag Aha Media Group, LLC ahava@ahamediagroup.com @ahavaL @ ahavaleibtag @ ahavaL #mpb2b THANK YOU! 90
  • 91. Ask me anything at the Post-Presentation Huddle!

Editor's Notes

  1. Judy is 65. Married to John. Retired. Has a good pension. Lives in Virginia. Has two grown children and 5 grandchildren. She LOVES Facebook and uses it on her desktop computer. Has an iPhone that she is still learning how to use. Walmart shoppers. Big savers. Willing to travel for better healthcare. John has gout. Judy has an auto-immune disorder. Trying to eat healthier – doctor said she and her husband need to follow a heart-healthy diet. Jen is 36. Married to Mark. 3 Children under the age of 8. Lives in Cleveland. Lives on her iphone. Facebook and Pinterest junkie. Gets more email than she’s able to read. Aspires to be the “super” mom and have it all. Works in marketing. She cooks her family’s meals and is always trying to find ways to get her kids to eat healthier. Takes of her children and husband before spending time for herself or worrying about her own health. Taylor is 27. She works for an SEO agency in California. Fitness freak. Obsessed with health recipes. A little bit of a foodie. Single. Focused on staying healthy.