SlideShare a Scribd company logo
How To Write the Perfect
Integrated Digital Marketing Plan
Integrated Summit
Nov 2017
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
PR Smith’s SOSTAC® Planning Framework www.SOSTAC.org
SOSTAC.org
+ 3Ms
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
PR Smith’s SOSTAC® Planning framework www.PRSmith.org
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Situation Analysis - PEST
Political
Political Shifts: BREXIT
New Laws: GDPR
Drink-Drive Limits
PRSmith.org/blog
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Situation Analysis - PEST
Economic
- Economic Cycles
- Resource Shift: Oil v Data
- Data & Digital Disruption
f: PR Smith Marketing
Full
story
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Situation Analysis - PEST
Social
- Device Junkies
- Attention Spans
- Time Poor
- Visually Driven
WaterfordWhisperNews.com
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Situation Analysis - PEST
5 Big
Tech
Trends
Big Data
How Trump Won
PRSmith.org/blog
AI
Here come the clever bots
PRSmith.org/blog
IoT
IoT is here
PRSmith.org/blog
VR & AR
Marketing Automation (digital body language)
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Situation Analysis - PEST
AI (Artificial Intelligence) & Super AI
Ray Kurzweil:
Rate of Progress
e.g. Facial Recognition
- banks
- insurance
NB AI can integrate offline & online e.g. Bots in real world
Sophia on PRSmith.org/blog
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Situation Analysis – Competitor Analysis
Borderless Competitors
+ Category-less Competitors
= Hyper Competition
New competitors disrupting your market
Competitors trying new ways to connect with your customers
‘Use Facebook ads to target the fans of a competitor’s Facebook page.’
Customer Circle
The value sought
by the customer –
the requirements
& benefits
that they seek
Urbani & Davis
3 Circles of Competitive Analysis
Situation Analysis – Competitor Analysis
Customer
Circle
Company
Circle
The value
customers
think
your company
offers
to them
The
value sought
by the customer
i.e. the
requirements
& benefits that
they seek
Urbani & Davis
3 Circles of Competitive Analysis
Situation Analysis – Competitor Analysis
Customer
Circle
Company
Circle
1
Positive
Value
2
Non-
Value
3
Unmet
Need
= 2 x Growth
Opportunities
Urbani & Davis
3 Circles of Competitive Analysis
Situation Analysis – Competitor Analysis
Customer CircleCompany Circle
Com-
petitive
Advan-
tage
Non-
Value
Unmet
Need
Competitor Circle
value
customer
sees in
competitor’s
offering
Urbany & Davis
PRSmith.org/blog
Ask 6 of your
colleagues:
What is your
competitive
advantage?
Situation Analysis – Competitor Analysis
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Situation Analysis - Customer Analysis
3 Big Customer Questions:
1
2
3
10+ Sub Questions for each Big Question
Create a culture of customer obsession
Who?
Why?
How?
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Competitor
Analysis
Opportunities
&
Threats
External Trends
PEST
Strengths &
Weaknesses
Internal
Controllable
Factors
Results/
Performance
Distributor
Analysis
Customer
Analysis
Situation Analysis
SWOT Analysis Other Key Analyses
Ask Great Questions
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Objectives
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Objectives
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Sales Funnel
Objectives
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Awareness
Intent
Consideration
Purchase
Loyalty
Separate MarComms Objectives (on the outside)
from Marketing Objectives (on the inside)
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
• Targeting
• Positioning
• CX
• Data Integration
• Sequence
Strategy Components
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Is your CX clear – is it written down?
Is it a ‘one-off CX’ or a ‘Lifetime CX?’
Re-imagine the Perfect Lifetime CX
How can data add value to the Perfect Lifetime CX?
- give extra useful info e.g. add a weather forecast feed
- make useful suggestion (collaborative filtering)
- shift the Cognitive Load
Strategy: Clarify CX (Customer Experience)
Action
(Purchase)
Share Repurchase Loyal AdvocateDesireInterest
Lapsed
Customer
CustomerValue$
Awareness
Repeat
Purchase
Indecisive
Customer
1st
Purchase
Browser
Time
Loyal
Customer
Adopted from Dave Chaffey’s CX Journey
Strategy: Develop A Lifetime CX
What pages /
products
are they most
interested in?
How interested
are they?
(click behaviour)
Any past
purchases?
What do we know
about them from
the CRM system?
Have they been
to this site
before?
How can we help
them with their
next steps = MA
© PR Smith 2014
www.prsmith.org
Digital Body
Language
Progressive
Profiling (forms)
Add Social Data
Augmenting
Profiles
(click behaviour)
Add 3rd Party Data
(databases)
&
Marketing
Automation
Strategy: Data Integration
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
What do we have to do to deliver best Lifetime CX?
- to help customers complete their ‘Job To Be Done’?
Sometimes the ‘Job to be done’ & the tech already exists
What are you not providing to your customers?
- What’s important to them that you could easily provide?
Can you simplify purchase decisions?
Ask good questions of your data…….
Strategy: Data Integration
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Develop Credibility before Raising Visibility
Develop Awareness before Conversion/Selling
Choose: Customer Acquisition or Retention
Strategy: Sequence
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Select Right Tactical Tools - Matrix
- Awareness: Banner Ads, Sponsorship, PR
- Sales/Conversion: Remarketing/Retargeting Ads
- Loyalty/Repeat Sales: Direct Mail (Surprise Gift)
Lifetime Customer Journey
Communications Chart
Content Marketing Calendar
Tactics
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Video Video Video
90% content shared on social media is video Smartinsights 2017
Video may be closest you get to:
a face to face conversation with your audience
Integrate Your Content .... Integrate Your Comms Tactics ……
Tactics: Content Marketing
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Images used with kind
permission of the Andy
Warhole Foundation
for the Visual Arts
290m OTS
↑ Awareness
↑ HH
Penetration
Supported Retail
Listings
Tactics Integrate/Leverage:
Campbells Soup: New Packaging
1 x survey; 6 topics/chapters/eBooks;
1,000 content pieces; 200 news
releases; 20 events
25,000 Linkedin members
Tactics Integrate/Leverage:
Kellys HR Services
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Tactics: Integrate Online with Offline
& Be Creative
Customers want intimate experiences with brands
Art Inst. Chicago created Van Gogh’s ‘Yellow Room’
Cost $31k cost & Promoted on Airbnb (£10 per night)
Generated $6m ‘Earned Media’
Paid Media amplified by 950%, 200,000 visitors
Highest attended exhibition in 15 years
Integrate
Online
&
Offline
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
PR Smith’s SOSTAC® Planning framework www.PRSmith.org
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
How do you ensure excellence & passion in execution?
Why do 50% CRM projects Fail?
Why so many sloppy web sites?
Internal Marketing
Motivation
+ Communications
+ Training
Action
PRSmith.org/blog
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Action
Internal Marketing Can Create A Culture
“Culture eats strategy for breakfast”
Peter Drucker
Is there a passion (& ability) to deliver excellence amongst your staff?
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Your plan should include:
What do you measure?
How often?
Who does it?
What does it cost?
What do you do with these metrics?
Control
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Control
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
PR Smith’s SOSTAC® Planning Framework
www.SOSTAC.org
www.PRSmith.org/Blog
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Links to PR Smith Posts www.PRSmith.org/blog
SOSTAC® Plan in 4 mins (video) www.SOSTAC.org
& articles below are from www.PRSmith.org/blog
GDPR Opportunity to Boost CX or a Threat of Closure? (Part 1)
Big Data How Trump Won - Big data & the Magic Marketing Formula
AI Here come the clever bots bursting with AI (Part 1)
IoT IoT (the Internet of Things) is here
AI Here come the clever bots: AI & Customer Needs (Part 2)
3 Circles Beware Customers See Your Competitive Advantage Differently
Customer Analysis (Who?) How to target very specific audiences on facebook
Customer Analysis (Why?) Social Listening Skills (Part 1)
Customer Analysis (How?) Social Listening Skills (Part 2)
Choosing the Best Tactic: The Tactical Matrix
The Book: SOSTAC® Guide To Your Perfect Digital Marketing Plan
© PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
Continue the
conversation
SOSTAC® Certified Planner www.SOSTAC.org
Sportsmanship Ambassador www.GreatSportsmanship.org
e: paul@prsmith.org t: 0044 (0) 208 567 4659

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PR Smith's SOSTAC ® Integrated Digital Marketing Plan

  • 1. How To Write the Perfect Integrated Digital Marketing Plan Integrated Summit Nov 2017
  • 2. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith PR Smith’s SOSTAC® Planning Framework www.SOSTAC.org SOSTAC.org + 3Ms
  • 3. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith PR Smith’s SOSTAC® Planning framework www.PRSmith.org
  • 4. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Situation Analysis - PEST Political Political Shifts: BREXIT New Laws: GDPR Drink-Drive Limits PRSmith.org/blog
  • 5. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Situation Analysis - PEST Economic - Economic Cycles - Resource Shift: Oil v Data - Data & Digital Disruption f: PR Smith Marketing Full story
  • 6. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Situation Analysis - PEST Social - Device Junkies - Attention Spans - Time Poor - Visually Driven WaterfordWhisperNews.com
  • 7. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Situation Analysis - PEST 5 Big Tech Trends Big Data How Trump Won PRSmith.org/blog AI Here come the clever bots PRSmith.org/blog IoT IoT is here PRSmith.org/blog VR & AR Marketing Automation (digital body language)
  • 8. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Situation Analysis - PEST AI (Artificial Intelligence) & Super AI Ray Kurzweil: Rate of Progress e.g. Facial Recognition - banks - insurance NB AI can integrate offline & online e.g. Bots in real world Sophia on PRSmith.org/blog
  • 9. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Situation Analysis – Competitor Analysis Borderless Competitors + Category-less Competitors = Hyper Competition New competitors disrupting your market Competitors trying new ways to connect with your customers ‘Use Facebook ads to target the fans of a competitor’s Facebook page.’
  • 10. Customer Circle The value sought by the customer – the requirements & benefits that they seek Urbani & Davis 3 Circles of Competitive Analysis Situation Analysis – Competitor Analysis
  • 11. Customer Circle Company Circle The value customers think your company offers to them The value sought by the customer i.e. the requirements & benefits that they seek Urbani & Davis 3 Circles of Competitive Analysis Situation Analysis – Competitor Analysis
  • 12. Customer Circle Company Circle 1 Positive Value 2 Non- Value 3 Unmet Need = 2 x Growth Opportunities Urbani & Davis 3 Circles of Competitive Analysis Situation Analysis – Competitor Analysis
  • 13. Customer CircleCompany Circle Com- petitive Advan- tage Non- Value Unmet Need Competitor Circle value customer sees in competitor’s offering Urbany & Davis PRSmith.org/blog Ask 6 of your colleagues: What is your competitive advantage? Situation Analysis – Competitor Analysis
  • 14. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Situation Analysis - Customer Analysis 3 Big Customer Questions: 1 2 3 10+ Sub Questions for each Big Question Create a culture of customer obsession Who? Why? How?
  • 15. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Competitor Analysis Opportunities & Threats External Trends PEST Strengths & Weaknesses Internal Controllable Factors Results/ Performance Distributor Analysis Customer Analysis Situation Analysis SWOT Analysis Other Key Analyses Ask Great Questions
  • 16. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
  • 17. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Objectives
  • 18. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Objectives
  • 19. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Sales Funnel Objectives
  • 20. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Awareness Intent Consideration Purchase Loyalty Separate MarComms Objectives (on the outside) from Marketing Objectives (on the inside)
  • 21. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
  • 22. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith • Targeting • Positioning • CX • Data Integration • Sequence Strategy Components
  • 23. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Is your CX clear – is it written down? Is it a ‘one-off CX’ or a ‘Lifetime CX?’ Re-imagine the Perfect Lifetime CX How can data add value to the Perfect Lifetime CX? - give extra useful info e.g. add a weather forecast feed - make useful suggestion (collaborative filtering) - shift the Cognitive Load Strategy: Clarify CX (Customer Experience)
  • 24. Action (Purchase) Share Repurchase Loyal AdvocateDesireInterest Lapsed Customer CustomerValue$ Awareness Repeat Purchase Indecisive Customer 1st Purchase Browser Time Loyal Customer Adopted from Dave Chaffey’s CX Journey Strategy: Develop A Lifetime CX
  • 25. What pages / products are they most interested in? How interested are they? (click behaviour) Any past purchases? What do we know about them from the CRM system? Have they been to this site before? How can we help them with their next steps = MA © PR Smith 2014 www.prsmith.org Digital Body Language Progressive Profiling (forms) Add Social Data Augmenting Profiles (click behaviour) Add 3rd Party Data (databases) & Marketing Automation Strategy: Data Integration
  • 26. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith What do we have to do to deliver best Lifetime CX? - to help customers complete their ‘Job To Be Done’? Sometimes the ‘Job to be done’ & the tech already exists What are you not providing to your customers? - What’s important to them that you could easily provide? Can you simplify purchase decisions? Ask good questions of your data……. Strategy: Data Integration
  • 27. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Develop Credibility before Raising Visibility Develop Awareness before Conversion/Selling Choose: Customer Acquisition or Retention Strategy: Sequence
  • 28. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
  • 29. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Select Right Tactical Tools - Matrix - Awareness: Banner Ads, Sponsorship, PR - Sales/Conversion: Remarketing/Retargeting Ads - Loyalty/Repeat Sales: Direct Mail (Surprise Gift) Lifetime Customer Journey Communications Chart Content Marketing Calendar Tactics
  • 30. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Video Video Video 90% content shared on social media is video Smartinsights 2017 Video may be closest you get to: a face to face conversation with your audience Integrate Your Content .... Integrate Your Comms Tactics …… Tactics: Content Marketing
  • 31. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Images used with kind permission of the Andy Warhole Foundation for the Visual Arts 290m OTS ↑ Awareness ↑ HH Penetration Supported Retail Listings Tactics Integrate/Leverage: Campbells Soup: New Packaging
  • 32. 1 x survey; 6 topics/chapters/eBooks; 1,000 content pieces; 200 news releases; 20 events 25,000 Linkedin members Tactics Integrate/Leverage: Kellys HR Services
  • 33. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Tactics: Integrate Online with Offline & Be Creative Customers want intimate experiences with brands Art Inst. Chicago created Van Gogh’s ‘Yellow Room’ Cost $31k cost & Promoted on Airbnb (£10 per night) Generated $6m ‘Earned Media’ Paid Media amplified by 950%, 200,000 visitors Highest attended exhibition in 15 years Integrate Online & Offline
  • 34. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith PR Smith’s SOSTAC® Planning framework www.PRSmith.org
  • 35. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith How do you ensure excellence & passion in execution? Why do 50% CRM projects Fail? Why so many sloppy web sites? Internal Marketing Motivation + Communications + Training Action PRSmith.org/blog
  • 36. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Action Internal Marketing Can Create A Culture “Culture eats strategy for breakfast” Peter Drucker Is there a passion (& ability) to deliver excellence amongst your staff?
  • 37. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith
  • 38. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Your plan should include: What do you measure? How often? Who does it? What does it cost? What do you do with these metrics? Control
  • 39. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Control
  • 40. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith PR Smith’s SOSTAC® Planning Framework www.SOSTAC.org www.PRSmith.org/Blog
  • 41. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Links to PR Smith Posts www.PRSmith.org/blog SOSTAC® Plan in 4 mins (video) www.SOSTAC.org & articles below are from www.PRSmith.org/blog GDPR Opportunity to Boost CX or a Threat of Closure? (Part 1) Big Data How Trump Won - Big data & the Magic Marketing Formula AI Here come the clever bots bursting with AI (Part 1) IoT IoT (the Internet of Things) is here AI Here come the clever bots: AI & Customer Needs (Part 2) 3 Circles Beware Customers See Your Competitive Advantage Differently Customer Analysis (Who?) How to target very specific audiences on facebook Customer Analysis (Why?) Social Listening Skills (Part 1) Customer Analysis (How?) Social Listening Skills (Part 2) Choosing the Best Tactic: The Tactical Matrix The Book: SOSTAC® Guide To Your Perfect Digital Marketing Plan
  • 42. © PR Smith PRSmith.org PR Smith Marketing PR Smith Marketing PR_Smith Continue the conversation SOSTAC® Certified Planner www.SOSTAC.org Sportsmanship Ambassador www.GreatSportsmanship.org e: paul@prsmith.org t: 0044 (0) 208 567 4659