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Everything you need to raise awareness, 
drive response and close more business in 
today's ever-changing customer landscape. 
MATT HEINZ
1 
THE 
MODERN MARKETER’S 
FIELD GUIDE 
Everything you need to raise awareness, 
drive response and close more business in 
today’s ever-changing customer landscape. 
MATT HEINZ
2
1 
WANT MORE SALES AND MARKETING INSIGHTS? 
Check out Matt’s blog at: 
www.MattonMarketingBlog.com
2 
All rights reserved. No part of this book may be reproduced, disseminated or 
transmitted in any form or by any means without written permission from the publisher 
and the author. This includes photocopying, recording or scanning for conversion to 
electronic format. Exceptions can be made in the case of brief quotations embodied in 
critical reviews and certain noncommercial uses permitted by copyright law. 
Permission may be obtained by emailing: matt@heinzmarketing.com 
This publication is designed to provide accurate and authoritative information 
in regard to the subject matter covered. Although the author and publisher have made 
every effort to ensure the accuracy and completeness of the information contained in 
this book, we assume no responsibility for errors, inaccuracies, omissions or other 
inconsistency herein. Any slight of people, places or organizations is unintentional. 
Neither the publisher, nor the author, shall be held liable for any loss of profit or any 
other commercial damages, including but not limited to consequential, incidental, 
special or other damages. The advice and strategies contained in this book may not 
be suitable to some situations. 
This publication references various trademarked names. 
All trademarks are the property of their owners. 
Copyright © 2013 Heinz Marketing Inc. 
All rights reserved. 
ISBN: 978-0-615-48781-6 
Art Direction and Design: Erin Alvarez 
Published by Heinz Marketing Press 
8201 164th Ave NE, Suite 200 
Redmond, WA 98052 
Printed in the United States of America
3 
This book is dedicated to my wife, Beth. 
She knows why.
4
TABLE OF CONTENTS 
5 
INTRODUCTION 
MODERN MARKETING—ESSENTIALS FOR YOUR FIELD KIT 
The marketing of hope ......................................................................................................................5 
Product marketing must focus on the past, present and future ........................................................6 
Four new marketing skills you’d better learn quick ...........................................................................7 
CONTENT STRATEGY 
Same content, three access strategies ............................................................................................11 
Compelling messaging isn’t enough ...............................................................................................12 
How to write for lazy readers ...........................................................................................................12 
Five stages of effective content strategy implementation ..............................................................13 
Six attributes of successful, lead generating content ......................................................................15 
Seven requirements of a higher performing white paper ...............................................................16 
Ten reasons why top 10 lists make great content............................................................................18 
Eleven reasons your content marketing isn’t working .....................................................................20 
Twelve keys to greater success and results .....................................................................................22 
How to (successfully) outsource content creation ...........................................................................24 
Five keys to choosing a better tagline ............................................................................................25 
How to write subject lines that don’t suck .......................................................................................26 
You wouldn’t read this, but do you send emails like it? ..................................................................27 
Ten common email marketing mistakes that kill your response rates .............................................30 
How to get more people reading your blog ...................................................................................32 
DEMAND GENERATION 
Marketing is about people and problems, not products ................................................................37 
The five jobs of an effective marketing campaign...........................................................................37 
How to choose the right database list source provider ...................................................................39 
Report: Analyzing 62 million web site visits for B2B marketing best practices ...............................41 
How to rank on Google without knowing anything about SEO ......................................................43 
Six secrets to A/B testing success ...................................................................................................45 
Layout best practices fo effective B2B web sites ............................................................................46 
Easy tactics to build brand, get referrals, and drive customer relations..........................................47 
Eight ways to make your webinar more compelling .......................................................................47 
Is your webinar vanilla or hot fudge? ..............................................................................................50 
Why bullet points on webinar slides are okay .................................................................................51 
LEAD MANAGEMENT AND NURTURING 
Is marketing automation more important than sales CRM? ............................................................55 
Analyze the marketing automation data that impacts revenue .......................................................56 
How marketing automation enhances Google AdWords campaigns .............................................57 
Five keys to successful marketing automation content ...................................................................59 
Implement your marketing automation system with CRM integration ...........................................61 
How to build a lead scoring strategy that sales will support ...........................................................63 
Three keys to more effective customer profiles ..............................................................................65 
Eight habits of world-class B2B lead management programs .........................................................67 
The five stages of lead qualification ................................................................................................69
Disqualified doesn’t mean dead—nurturing leads back to life .......................................................71 
Three quick examples that prove nurture marketing works ............................................................73 
Four reasons and ways to ask your contacts to unsubscribe ...........................................................74 
SOCIAL MEDIA 
Three social media sites to keep you on your game .......................................................................79 
Four sales-centric social media metrics you should be tracking .....................................................80 
Five quick steps to accelerate your LinkedIn ROI ...........................................................................82 
Ten ways to organically grow your Twitter followers .......................................................................84 
Ten essential steps for a vibrant online community .........................................................................86 
Seven ways social media can save you time (instead of wasting It) ................................................88 
EVENTS AND TRADE SHOWS 
Why attending events in person is still so important ......................................................................93 
How to make the most of conferencing parties and networking events .........................................94 
Six factors to consider when choosing to attend a conference .......................................................96 
How to attend three conferences at once .......................................................................................97 
How to work a tradeshow floor .......................................................................................................98 
Proven essentials for a successful B2B marketing event ...............................................................100 
Eight requirements for a successful event strategy .......................................................................103 
Anatomy of a better pre-event email ............................................................................................105 
The most important part of event marketing ................................................................................107 
SALES OPERATIONS 
My definition of sales enablement ................................................................................................111 
It’s called a sales funnel (not a sales cylinder) for a reason ............................................................112 
Eight ways sales operations can double your team’s productivity ................................................113 
Three ways content marketing can make your sales team happy .................................................115 
Why too many inbound leads might hurt your sales .....................................................................117 
Eight ways to invigorate your sales training program ...................................................................118 
Why marketing should own inside sales (and why they shouldn’t) ................................................120 
Five reasons why inside sales is replacing field sales ....................................................................122 
CUSTOMER LOYALTY AND RETENTION 
Marketing is (and always will be) about trust and relationships ....................................................127 
Listen to your lead customers, not just your biggest customers ...................................................127 
Four keys to building solid client relationships .............................................................................128 
The sure-fire way to show clients and prospects that you’re listening ..........................................130 
Customer lifetime value—four phases to maximize success and profitability ...............................131 
Three examples of how and why the little things matter ..............................................................132 
Twenty-two ways to show your customers you love them .............................................................133 
Five fast, successful ways to learn about your customers .............................................................134 
Six keys to driving early customer success ....................................................................................135 
CREDITS AND COPYRIGHTS 
ABOUT THE AUTHOR 
6
INTRODUCTION 
The speed of innovation and change in B2B marketing has never been 
greater. And the need for clarity, for a blueprint, for a guide to what’s really 
working and how to apply it specifically to increase sales pipeline growth, 
velocity and conversion—that’s what we get asked for more than anything else. 
Which is why we wrote this book. It covers a lot of ground, but quickly. 
We’ve addressed a comprehensive view of the sales and marketing pipeline, 
but done it in quick bursts with lots of specific, actionable ideas, strategies 
and tactics you can put to work right away. 
We call this a Field Guide because it’s something you can use as a 
reference guide on a regular basis. Get familiar with the table of contents, 
and start first with the content most applicable to a problem you’re solving 
right now. Then come back when you need something else, later. If you’re 
using this book to guide your execution and success moving forward, we’ve 
done our job. 
Speaking of “we”, I’m excited to include in this book content from not 
just myself but also every member of the Heinz Marketing team (at least 
as of this writing). Special thanks to Maria Geokezas, Brian Hansford, Erin 
Alvarez, Meghan Bardwell, Nichole McIntyre, Bailie Losleben and Jackie 
Jordahl for not only their direct contributions to this book, but also for 
“walking the talk” in their hard work for our clients every day. 
Print copies of this book don’t encourage interactivity like a good blog 
does, but we still want to hear from you—what worked, what didn’t, and 
what you discovered new or next to build upon these best practices. Email 
us at acceleration@heinzmarketing.com and let us know! 
1 
Onward, 
Matt Heinz 
July 2013
2
MODERN MARKETING— 
ESSENTIALS FOR YOUR FIELD KIT 
3
4
5 
The marketing of hope 
Hope may be one of the most powerful yet least utilized marketing 
drivers in the world today. Make no mistake, hope drives marketing and 
revenue performance already. When it’s spring training time in baseball, 
for example, and every team has a chance. Sure, some are more likely to be 
competitive than others. But every year dark horses emerge. Annual cellar-dwellers 
get on a hot streak. 
I’m a lifelong Cubs fan. They haven’t won the World Series in more than 
one hundred years, and haven’t even been to the World Series since World 
War II. But every Spring, even with a “rebuilding” roster, there’s still hope. 
In 2011, the St. Louis Cardinals lost one of their top pitchers for the 
year to injury. Experts immediately started to write them off. In 2012, they 
entered spring training as defending World Champions. 
Hope tugs at our most primal emotions, instincts, needs, fears and 
desires. Its draw is incredibly strong, and drives the kind of irrational 
thinking that leads to emotional decisions, many of which we don’t even 
regret afterward. 
We want to hope, we want to believe. These are difficult concepts to 
make concrete, to translate into something material. But what’s far more 
reachable for most marketers is to translate the idea of hope into selling 
the future. What happens tomorrow, six months from now, or next season 
is unwritten. Paint a picture of what that future might look like for your 
customer or prospect, and they can’t tell you you’re wrong. They can tell 
you you’re crazy, but if your story of the future aligns with something they 
hold great hope for, they’re far more likely to listen. 
The marketing of hope is really the marketing of a future you, or your 
customers, desperately want. And that future can be packaged, written about 
and presented in a way that makes that hopeful future feel well within grasp. 
You’re not going to get many prospects to buy the present. What your 
prospects want, and will open their checkbooks for, is the hope of a better 
future.
Product marketing must focus on the past, present, and future 
The best product marketers I know balance their time between the past, 
present, and future. All three are critical to effective product management 
and long-term relevance with an ever-evolving market. 
Most product marketers focus the vast majority of their time on the past 
and present. And by ignoring or short changing the future, they lose all 
ability to proactively drive the long-term direction, leadership and strength 
of their products. 
By the “past”, I’m referring to fixing and improving what already exists. 
Products get launched with bugs, so you have to go and fix them. Features 
become irrelevant unless they’re updated. Legacy products and versions need 
to be supported. 
Maintaining long-term client relationships often pivots on your ability to 
proactively manage the past. 
By the “present”, I’m referring to new features that address real-time, 
current-market opportunities. Adding an iPad app as soon as that platform is 
launched. Creating mobile features that make it easier for clients to use your 
product on the road. 
These are new products, new features and improvements/additions that 
are done relatively quickly without a lot of required foresight and planning. 
Again, most product managers get sucked into spending most of their 
time on the past and present. And that’s time well spent if it’s supporting 
customer-driven priorities. But too often, focusing on the past and present 
means you’re mostly reactive, not planning ahead, not staying strategic, and 
mostly playing catch up or, at best, treading water. 
By the “future”, of course, I’m referring to product planning. Having a 
long-term vision for where the market is going and how your overall product 
plan will adjust and evolve to take advantage. 
This takes a lot of work, a lot of research, and a lot of time. Some 
organizations are big enough or resources well enough to separate this role 
out to a dedicated product planner. But for most organizations, the same 
people (or individuals) are tasked concurrently with managing the past, 
present and future. 
Step one for overworked product marketers is to know they’ll 
ultimately be held responsible for all three of these. Step two is to discuss 
this framework with your manager and figure out how to ensure time is 
adequately spent on all three. 
But I’m betting that identifying where your deficiencies and weaknesses 
are (especially the long-term risk to market position and product strength by 
neglecting focus on the future) will help get the alignment and support you need. 
6
Four new marketing skills you’d better learn quick 
B2B marketing today has changed significantly. And whether you’ve 
been out of it for a while, or just want to make sure you’re keeping up with 
what’s required for success now and in the future, here are four skills I 
recommend you learn quickly. 
1. Funnel math and revenue performance management 
The mindset you want, even as a marketer, is that your job depends on 
finding and closing business. It’s not enough to manage the trade show, 
send direct mail, or even flood more leads to the sales team. You need to 
understand the economics of the full sales funnel—how many opportunities 
are required to generate a closed sale, and how many leads are required to 
find a qualified, short term opportunity (for starters). 
Next, knowing that today’s sales process is completely nonlinear, you 
need to understand the fundamentals of lead nurturing and two-way 
lead and opportunity movement. This includes the metrics behind these 
dynamics for your unique market and industry. 
Here’s a relatively simple mathematical model for understanding the 
lead-opportunity-sale math for your company. And for revenue performance 
management, I recommend reading up on best practices from Marketo and 
others whose business focuses on revenue-centric marketing. 
2. Social lead generation and buying signal mining 
If you’re worried about followers and likes, you’re doing it wrong. Focus 
instead on engagement, conversations, and driving an active, two-way 
discussion about the issues, needs and pain points your target customers 
care about most. But that’s just the tip of the iceberg. 
Your prospects are sharing their needs and buying signals on the 
social web every day. Your responsibility is to listen, look proactively for 
mentions of those keywords and buying signals, and become an information 
concierge to drive top-of-pipeline lead generation for your organization. 
Technology and process drive value here, not media buying and budget. 
The social web is the greatest source of ongoing free leads ever seen. Are 
you taking advantage? 
3. SEO and inbound marketing fundamentals 
The rules change (literally) daily, but it’s important to understand the 
fundamentals of what drives natural traffic, and how to create content that 
drives perpetual inbound interest for your products and services. If you 
7
understand (and read) nothing else, understand that the most important 
drivers of successful SEO and inbound marketing are great content, and 
inbound links that demonstrate others are validating your great content. 
It’s worth reading content from SEOMoz, Content Marketing Institute 
and others who keep up on the daily changes of the technical aspects of 
SEO, plus educate and enable “the rest of us” on how to cut through the 
clutter and drive value, traffic and conversions. 
4. Lead management/nurture workflow development 
Even if you aren’t using a marketing automation solution, your 
marketing strategy should reflect the reality that the majority of your 
prospects don’t convert (or move forward) right away, and that most of 
them need “nurturing” in advance of being ready to buy. 
This isn’t about buying a marketing automation system. It’s about having 
a strategy that addresses how your customers buy and enabling processes 
and tactics throughout your organization that address and empower your 
prospects where they are. 
No matter how tightly you manage your sales process your prospects 
will decide (independent of you) when they’re ready to buy. Your lead 
management and nurture strategy had better reflect that. 
This isn’t to say that the old marketing focus areas and strategies aren’t 
relevant or don’t work. Because many are and do. But if you don’t have a 
working knowledge of the above four disciplines, it’ll be difficult to be a 
working marketer. 
8
CONTENT STRATEGY 
9
10
Same content, three access strategies 
When we publish a new best practice guide, we typically put it up on 
Slideshare and make it available for free to anyone who finds it there or finds 
it on our blog. We also take that guide, put it behind a registration page, 
and promote it to all of our blog readers via a sidebar. 
Same content, available for free, in one place with just a click and another 
with your name and email address required. 
But it gets better. Our Productivity Manifesto is available for free with 
just a click, for free with registration, AND for $2.99 as a Kindle single. 
Are we crazy? Maybe, but there’s a method to this madness too. 
If someone is following us on Slideshare or reading our blog posts 
regularly, I don’t think I need to ask them for registration. They’re already 
a follower, probably getting our newsletter, so I don’t want to increase the 
number of gates between them and our content. 
For new blog readers (folks who find us via a Google search for a topic 
we’ve written about, or a retweet, or similar), they’re probably new to Heinz 
Marketing and our content. In that case, I think it’s fine to ask for light 
information in exchange for access to the content. 
And on Amazon.com, our strategy adjusts again to the environment. 
Kindle singles aren’t expensive to begin with, but we’ve had far more 
traction by charging $2.99 than when it was just a free download to the 
Kindle. Put a price tag on it, and there’s perceived value. 
And of course, most of our best practice guides are aggregations of recent 
blog posts on a particular topic. So, if you use the search function and have a 
few minutes, you can get all of that content for free. Or you can get it in 15 
seconds with a quick, free registration. 
There are differences in value exchange that drive some of this, but also 
careful consideration of the context of the user, the relationship that likely 
already exists, and the benefit of adding or reducing barriers to access. 
Lots of grey area here, of course, but it’s working (at least for us). 
11
Compelling messaging isn’t enough 
It’s easy to get excited about how you’ve positioned your product, service 
or business. You’ve done your research, analyzed the target customer, and 
come up with a position that focuses on solving their problems. It gets right 
to the heart of what hurts, what they’re missing, and what they need. It’s 
compelling and you take it to market. 
And it fails. 
Why? Could be a number of reasons, but most “compelling” messages 
fail because they aren’t unique. 
Your messaging can’t be developed in a vacuum. Chances are, your 
competitors (as well as other, even complimentary companies addressing the 
same customer) have come up with the same messages, the same customer 
pain points, the same problems to be solved. 
So what makes you different? How do you approach the problem 
differently? How are you addressing a more specific or unique angle of the 
customer’s problem? 
In some cases, the mere fact that your solution works could be what 
makes you unique. Others boast, but we deliver. 
What makes your message both compelling and unique, the combination 
of those two, is what makes effective message development so difficult. It 
requires far more market insight, and ongoing vigilance as the market (and 
your customer) changes. 
How to write for lazy readers 
You may not consider yourself a lazy person. But, I’m willing to bet 
you’re a lazy reader. A scanner. You don’t read as many long-form, New 
Yorker-style articles as you used to. 
You don’t have the time. Or don’t take the time. Or just prefer content 
in more digestible formats. 
Despite the reason or root cause, our attention spans are shrinking and 
our consumption of content is following suit. How you write and present 
content—if you want today’s busy executives, decision makers and potential 
customers to read it—needs to reflect this as well. 
Your customers, prospects and readers are moving fast, scanning for clues 
of interest and relevance. The most important elements of your content 
12
should play to that—headlines, the first couple sentences, bullets and 
subheads and bolded key points. 
Think about the best used textbooks at the college bookstore. The ones 
where previous students have already gone through and highlighted the 
most important, salient points. Even if you write long, make it easy for 
readers to scan, get the main points, and get out. 
After writing your first draft, go back through and edit. Ruthlessly. Set a 
goal of cutting word count by at least 33 percent, if not more. 
Writing this way may not win you a literary award, but it will most 
certainly get your points across faster and more widespread. 
Five stages of effective content strategy implementation 
This installment outlines five key structural stages of effective content 
marketing implementation. Like most marketing programs, the vast majority 
of your time will be spent in execution mode. But without proper planning, 
your execution has far less of a chance of having the effect you desire. 
What’s more, ensuring that your plan covers each of the key elements or 
stages of the program is essential to maximizing success. 
Below are five stages of successful content marketing set out by Sirius last year. 
1. Objective 
Seems basic and obvious, but the nuances of your specific objective or 
need for a particular piece of content (or content program) may change how 
you execute. For example, is your content intended to drive awareness and 
discovery, or something more specific and deeper within the sales process? 
Knowing what you need the content to do (i.e. what you want the audi-ence 
to think and act on after consuming your content) will drive clarity and 
precision through the rest of your program execution. Defining your objec-tive 
13 
up front will also ensure all internal constituents (especially between 
sales and marketing) are on the same page and agree on what you’re trying 
to accomplish. 
2. Asset architecture 
Once you have the objective established (which also inherently directs 
who you are targeting and with what purpose), you can effectively choose 
the format and structure of the content itself. For example, what media 
should you use? If written, is it a blog post, a white paper, a transcript of a 
previous event, or something else? How and where should it be published 
and accessible? Will you require registration? How long will it be, and what
will you request of (or offer) the recipient after consuming the content? 
How will you measure consumption, impact and conversion? Think through 
these and other structural questions before beginning to execute or even 
outline the key points to be made. Different formats and structures lend 
themselves to different angles and approaches to content. The better you’re 
able to match your objective and audience to the right format, the more 
productive the final product will be in delivering your desired outcome. 
3. Execution 
With the first two steps above in place, you’re ready to execute. Set a 
clear production schedule with stages of review for key parties. Depending 
on the nature of the content program and product, consider including a 
customer review of the content before it’s finished as well, to make sure it 
resonates and “works” not just with internal reviewers but a potential peer 
of your intended end audience. Just as in product development, it’s easy 
to make adjustments, cut corners or otherwise change the original plan to 
get a final product out the door. But as you execute, ensure that you aren’t 
compromising the objectives and original needs of the content and program 
overall. 
4. Measurement 
Because you included measurement in your inventory of asset 
architecture requirements, you won’t be scrambling during or after 
execution to figure out if your plan worked. With measurement structures 
in place, start reviewing the immediate and long-term impact of the content 
program. Does the output or result match your expectations and objectives? 
If you started with a limited test, have you seen enough to expand deeper 
into the market, to more of your opt-in list, or across the rest of your 
customer base? 
5. Continuous improvement 
As you measure consumption and impact trends, look for ways to make 
your results even better. What are consumers of your content telling you 
explicitly and implicitly about its value? What feedback are you getting 
about how to make it more impactful? What have you learned from this 
particular content program that can impact previously-launched programs, 
but also make future programs more successful right out of the gate? Plenty 
of content programs get launched and quickly forgotten about. And if they 
continue to drive inbound traffic and/or leads, that may be okay. But there 
are often best practices discovered in later programs that could be applied to 
previous, now-passive programs to make them perform even better for you 
in the background. 
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Six attributes of successful, lead generating content 
If you pull together some of the most successful, lead-generating 
examples of content across the B2B world, and looked for what they all had 
in common, I bet the following six attributes would be in place for most of 
them. It’s no guarantee that your content will go viral and generate buckets 
of qualified leads, but the more of these you nail the more likely your 
ongoing content development investments will pay off. 
1. Brief 
The SEO experts say that a blog post should be more than 500 words, 
but less than 1,000. But viral content doesn’t have to match that format. In 
fact, some of the most viral content you’ll find is little more than a picture 
with a caption, or a short but powerful idea written well. When you write, 
look through your first draft and find entire sentences you can delete, that 
don’t really add to your main point. If you’re thinking about creating a 
three-minute video, make it two minutes or less. The more efficiently you 
can communicate your story or message, the more likely people are to read 
it and share it with others. This isn’t an attention span thing. It’s a we-are-all- 
busy-so-get-to-the-point thing. 
2. Valuable 
Goes without saying, perhaps, but there’s a ton of content out there 
that is little more than an excuse to publish some keywords to get Google’s 
attention. Just because you achieve the magical five to eight percent 
keyword density doesn’t mean your content is compelling, or teaches your 
prospects something new, or compels them to want to share it with peers, 
colleagues and respective networks. Great content makes your audience 
think, then want to do something. Is your content that valuable? 
3. Targeted 
Who are you talking to? What do they care about? What are they 
thinking about or struggling with right now, and how can you help them? 
You aren’t likely going to create content that appeals to everyone, and if 
you try it might just be too diluted that it doesn’t catch fire at all. If you’re 
going to go viral, do so with a targeted audience. If you’re writing for sales 
executives, create content that they can’t wait to share with their peers. Or 
they’ll want to share with their managers and/or board to better understand 
what they do. Worried that your content is too targeted? That probably 
means you aren’t creating enough content. If you have more than one 
audience you care about, generate enough diversity and volume of content 
to impact them all (vs. trying to talk to them all at once). 
15
4. Broadly appealing 
You’d think this conflicts with the idea that you want content to be 
targeted, but there’s a difference between speaking to a unique audience, 
and speaking to so narrow of a topic that others won’t relate. Great content 
doesn’t catch fire if it’s written for one. And your initial audience won’t pass 
it along if they don’t think others will also find it valuable. So, yes, there’s a 
fine line between staying targeted and keeping content broadly appealing. 
5. Unique 
Some of your best content ideas will come by consuming the content 
of others. But if you focus on writing or creating mostly reactions to what 
other people create, you’ll have already missed the boat based on someone 
else’s content that has already gone viral. What makes your content unique? 
Your voice? Your perspective? Can you take an opposing view on a popular 
topic? Sometimes content goes viral specifically with those who disagree 
with you. 
6. Findable 
How are you seeding your new, great content so that others can find it? 
Are you sharing it in your social networks? Seeding it directly to influencers 
and other bloggers who already have large networks and will get the fire 
going for you? If you create a great PowerPoint slide deck, for example, have 
you posted it on Slideshare and added the right keywords to the description 
to help it get discovered? Findability, though last on this list, is at least as 
important as the quality and value of the content itself. 
There are far more attributes to great lead-generating content, of course. 
What criteria do you use when creating new content? What criteria do you 
notice present on the content you most often read, retweet and pass along. 
Seven requirements of a higher performing white paper 
Ten years ago, white papers were a minimum of ten pages, heavily 
footnoted, and quite formal documents. Today, they need not be so formal 
to be effective. You’ll find white papers in a variety of formats, lengths 
and styles. But most of them are intended to educate, nurture prospects, 
segment buyer from browsers, and drive a qualifying next step from those 
that are most interested in learning more. 
No matter how you approach, write and format your white paper, here 
are seven proven requirements that consistently drive greater performance 
measured by views, downloads, registrations and conversions. 
16
1. Cover page 
It may be superficial and not tied to the quality of the inside content, but 
it’s extremely important. Your prospects will absolutely judge your book 
by its cover. When that white paper is promoted on sites like SlideShare, 
for example, browsers will choose their views and downloads based on 
what best appeals to them visually. Don’t let the cover be an afterthought. 
Get your creative team working on it well in advance of your expected 
publication date, and make it shine. 
2. Topic and title 
I’m going to assume you’ve already chosen a topic that focuses less 
on your product, and more on the problems your customers face on a 
regular basis. White papers need to be educational to be effective. But a 
great topic with a boring title may still fall flat. Combine a compelling title 
with great cover art and you’re on your way to success. What makes for a 
good title? Numbers, for one. Titles that start with “Five tips to...” always 
perform better than “Best practices to...”. If you’re specific, the prospect 
or reader will assume you know what you’re talking about. Imply expertise, 
exclusivity, comprehensiveness, and unique insight. 
3. Readability/scanability 
When’s the last time you sat down and read an entire white paper front 
to back? Exactly. Your readers are scanners too. They are going to read your 
white paper the same way they read most newsletters and blog posts. They’ll 
scan, look for subheadlines and bullet lists, trying to get the gist of the piece 
without having to read every word. Make sure you write and format your 
white paper with this in mind. 
4. Light (if any) product integration 
This is not a brochure, and today’s white paper readers get skittish at the 
slightest scent of product promotion. Put a boilerplate and call to action at 
the end, in a shaded box so it’s clearly separate from the core content. Your 
readers will expect it, and will be more likely to appreciate and read it if 
you’ve delivered independent value through the rest of the paper. Ignoring 
your product message in the meat of the paper will often drive more 
readerships of your product message and summary at the end. 
5. Call to action or next steps 
Never let a marketing and education tool like a white paper appear as a 
dead end. Always offer something else—the next white paper, a subscription 
to get alerts when new papers are published, a personalized assessment of 
the reader’s ability to achieve the benefits described in the paper, etc. If your 
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paper is educational in nature, don’t go right for the close (and oftentimes 
that includes a demo offer, which may be reaching too far, too fast). But 
think carefully about what the reader may want or need next and be explicit 
about that offer (and don’t forget to track it). 
6. White space 
This relates closely to readability, but is more about design than it is 
written format. Make sure your designers don’t try to cram as many words 
as possible into fewer pages. Space things out, liberally use images and 
visuals, use call-out quotes and statistics to call particular attention to your 
most important points. Separate a tightly-written executive summary up 
front, and consider some “brainstorming” questions at the end to get the 
prospect thinking about how the paper might particularly apply to their 
business. Liberal use of space in the design of white papers will increase its 
penetration and impact. 
7. Repurposability 
Is your white paper the beginning and the end? Could the topic easily 
and quickly be turned into a webinar? Or short series of blogs? Or white 
paper “sequel” with proof of concept case studies? If you start to think 
about the white paper not as an isolated event but the start of a series of 
events anchored in the same content, you’ll exponentially increase the value 
of your idea with minimal incremental cost. 
What’s missing from this list? What elements of an effective white paper 
are requirements for your organization? 
Ten reasons why top 10 lists make great content 
They’ve been described as lazy. Cliché. An insult to good writing. 
Like ‘em or not, top 10 lists aren’t going anywhere. And the “list” format 
as a favored blog post and white paper format is becoming more popular 
than ever. Detractors blame the writers, but list-related content is just as 
popular (if not more so) with readers. Here are 10 reasons why top 10 lists 
make great content for writer and reader alike. 
1. They’re easy to read 
Like it or not, low-attention-span readers like to read in chunks. We like 
our USA Today-style content, and top 10 lists fit into that format nicely. 
2. They’re easy to skim 
In most cases, you can pretty much read the headlines (skipping the other 
text) and get the gist. In and out quickly. 
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3. Smart people use them regularly 
Guy Kawasaki formats all of his speeches in top 10 list format. David 
Letterman has made millions with them. It’s a proven format, which only 
adds to its acceptance and popularity. 
4. They’re easier to tweet 
People like to retweet and share content that their followers will also read 
and enjoy. The shareability of top 10 lists is just higher, because the content 
is more consumable. 
5. They’re faster to write 
Not always the case, and this is where detractors have a point that some 
writers can get lazy with top 10 lists. Good content is still good content, 
even if it’s formatted with bullets or shared in fewer words. But in general, 
busy bloggers often feel they can knock out list-based content more quickly 
(while enjoying the other benefits listed here). 
6. Numbers in headlines always drive higher response 
It’s a proven fact in the direct-response world that numbers, specifics, 
drive greater response. Promising “10 reasons why...” will always drive better 
performance and clickthrough than “Top reasons why...” Many reasons for 
this, including the fact that a specific number (even if it’s a round number 
like 10) implies comprehensiveness and expertise. 
7. Long-term traffic impact is higher 
Beyond the initial traffic bump of new content, top ten lists tend to drive 
higher long-tail traffic over time. The reasons they’re attractive today make 
them attractive to readers next week, next month, and so on. 
8. They drive higher email response rates 
Many writers repurpose their content into newsletters, nurture marketing 
campaigns and more. Used in these and other formats, list-based content 
increases performance of the rest of your marketing. The list format, for 
example, plays just as well with webinars and white papers. 
9. They imply breadth of insight and knowledge 
I referenced this in number six above, but it was worth calling out 
separately. Non-numbered lists can be seen as nebulous, or incomplete. 
A round number like ten still might be seen occasionally as arbitrary, but 
at least it’s specific and complete. Make it a top nine or top eleven list and 
you’ll imply even more precision and comprehensiveness. 
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10. They can easily be broken into multiple posts 
Depending on the depth of content, a top ten list could be broken into 
ten posts. Or two sets of five. Or expanded into an e-book (with examples, 
visuals, etc. for each point). Lists are easy to repurpose and extend for 
greater value. 
Eleven reasons your content marketing isn’t working 
While many companies are jumping onto the content marketing 
bandwagon (and for good reason), plenty are putting in the work and not 
seeing results. And although content development isn’t an instant ROI 
kind of channel, if you’ve been doing it for a while and really aren’t seeing 
inbound leads or qualified sales pipeline production, you may be doing 
something wrong. 
Here are eleven specific things we see most often in failing content 
marketing programs. 
1. You write mostly about yourself 
Your content marketing program is different from your PR. This isn’t 
a place to brag about your latest features, awards or hiring achievements. 
Focus on your customer—what they care about, the problems they need 
to solve. Even if it doesn’t have to do directly with what you’re doing or 
solving, customer-centric content is always where you want to start to attract 
attention, interest and repeat visits. 
2. You’re entirely reactive 
Creating opportunistic content—based on something that just happened 
in your industry—is always a good idea. But if that’s all you ever do, you’re 
missing an opportunity to drive specific themes and depth against topics 
your customers are particularly attracted to. What events are coming up 
in the next several months for your customers? What themes might be 
important to “own” in their minds over time? Build a strong content plan 
and editorial calendar to start with. You won’t always stick with it, but it’ll 
make more of your content more valuable and sticky. 
3. You leave a bunch of dead ends 
If your prospects gets to the end of the blog post or video and has 
nothing left to do, they’ll leave. You don’t always have to ask the prospect 
to sign up for a demo or show interest in your product, but there should be 
something else for them to engage in. The next article in a series? A video 
going further into a particular problem? A best practice guide offering more 
content on the same topic? No dead ends. 
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4. Your copy is written entirely for SEO 
The SEO experts will tell you to add a certain keyword density for your 
targeted search phrases in your copy. They’ll tell you to write a certain 
length, with headers, and lots of other specifics. And they’re right. But if 
your copy is written entirely with SEO in mind, what you might end up with 
is choppy, hard to read, and something that fails to create a bond between 
you and the prospect. It might attract search traffic, but your conversion will 
suffer as a result. 
5. You create it but don’t promote it 
Just because you create content doesn’t mean people will find it. Over 
time, the search engines may like what you’ve created and start pointing 
traffic to you. But until then you have to promote what you’ve created on 
your own. Use your social channels, your email lists, ask your team to add 
a link to their LinkedIn updates, etc. Feel free to get more aggressive with 
meatier pieces of content (white papers, for example). 
6. You create but do not participate 
Please tell me you have comments turned on. And when someone 
comments, do you respond? Within reason, you should be the most active 
commenter on your own blog. The more you engage with your readers, the 
more they’ll want to come back to you again and again. Show that you’re 
willing to be an active member of the community, not just a one-sided 
“teller”. 
7. Your content is too hard (or too easy) to get to 
Offering your prospects a ton of free content is a great way to attract 
more attention and visits. But you need to have premium, advanced content 
in parallel that requires a light registration. Conversely, you don’t want to 
gate all of your content just because you can. Prospects will happily register 
and give you their contact information if they already trust you. So find the 
right balance between free content and gated content. 
8. Legal has to review and edit everything 
Not every legal department neuters content to death. But that’s not even 
the real point here. If everything you want to publish needs to go through a 
legal review process, it’s difficult to stay fresh. Want to lend your voice to a 
hot industry issue that just came up this morning? If you’re waiting for legal 
review, you might miss the boat. 
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9. Your content is boring 
I’m not even sure brochures and formal sales collateral should be written 
in a stuffy way. But most of us, when we start writing business content, start 
talking in a way that’s entirely different than how we’d address someone face 
to face. To sound familiar, to build trust and rapport, write the way you talk. 
Create content that makes you feel and sound human, like someone your 
prospect might enjoy spending time with. 
10. You’re too hard to follow 
So I like what you’ve written. Your videos are awesome. Your perspective 
is always well represented. Do you make it easy to follow? Is it crystal clear 
how prospects can add your RSS feed to their reader, or follow you on one 
of your social channels? Amazing to me how many blogs make it really 
difficult to get notifications when new stuff is posted. 
11. You don’t have objectives in the first place 
Why are you doing this? Is it about brand awareness? Is it purely lead 
generation? How will you measure success? This is the first question you 
should ask, and answer it regularly to ensure you’re getting the results you 
expect. 
Twelve keys to greater success and results 
Modify these tips as necessary for your company, culture and industry, 
but they generally represent a solid foundation of best practices for ensuring 
your content marketing efforts drive more value in terms of inbound traffic, 
new followers and qualified leads. 
Key Strategies: 
1. Focus on customer needs and issues 
Minimize references to your product specifically and even your product 
category in general, in lieu of topics at the core of what early adopter target 
customers are facing. Great content focuses on people and their problems, 
not products. 
2. Build for repurposing 
Create content that can be leveraged multiple ways, in multiple formats, 
to increase ROI from a core/smaller set of new content. 
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3. Crowdsource as much as possible 
Build a contribution team from inside and outside the company to 
develop both content ideas as well as final products, to minimize content 
creation costs. 
4. Create and curate 
Leverage original content as well as content created by others shared 
through your social channels to drive interest, engagement and conversion 
from target prospects. 
5. Perfect is the enemy of good 
Have a bias for action and publishing quality content quickly without 
worrying about extraneous polish. 
Key Tactics: 
6. Editorial calendar planning 
Develop a detailed, week-to-week calendar of new and curated content 
across a set of common themes and target channels. 
7. Resource identification 
Secure roster of contributors inside and outside the organization to create 
content, including commitment of at least one contribution per month. 
8. Multi-media, multi-channel formats 
Diversify content across written, video, podcast, Slideshare and other 
formats to increase discoverability and engagement. 
9. Contributed and curated content 
Establish daily programs to curate content into the blog and other social 
channels to increase network effect and followers. 
10. Repurpose strategy and schedule 
Build repurposing of content into the editorial calendar (i.e. blog posts 
into white paper, webinar into blog series, etc.). 
11. Blog and landing page conversion optimization 
Continually refine all content hosting sites and channels to increase lead 
capture rate on registration-required offers. 
12. Tracking and reporting structure 
Build dashboard of key metrics to track growth of key measures of 
success (traffic, subscribers, lead conversions). 
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How to (successfully) outsource content creation 
Whether you’re writing for your own blog, managing one for your 
organization, or are responsible for other multi-media channels of content, 
you don’t have to be in it alone. There are countless external resources that 
can contribute content for you, many at no cost. Here are six best practices 
that the most successful publishers and aggregators use to fill their channels 
with quality, traffic-generating and converting content. 
1. Start with a plan 
Know explicitly what kind of content you need to successfully feed your 
target market with real value-added content. Base these content needs on 
your customer personas (you have these, right??) which enumerate the 
needs, problems and pains your customers currently face. Even if you have 
volunteer content contributors, don’t be afraid to ask them for specific 
content angles. They may appreciate the direction, and produce content for 
you faster than if they had to guess at something on their own. 
2. Build an editorial calendar and start using a system 
Just like you would for a qualified sales opportunity, agree on a “close 
date” with the external contributor. Make sure it’s a date that’s reasonable 
for the contributor and follow up a few days in advance. There are several 
content management systems available on the market today to help you keep 
track of external content requests and commitments but a solid spreadsheet 
can do the trick as well. 
3. Find more content creators (inside and outside the org) 
Expand how you think about who can contribute content for your 
program. Others in marketing may be your go-to, but what about those in 
product management, customer service or sales – who may have a unique 
and compelling perspective on the customer? What about partners, other 
industry bloggers, analysts or customers themselves? All of these groups 
could have a vested interest in investing time to create and share their 
content via your channels. 
4. Expect slippage 
Know up front that external contributors might not adhere to your 
deadlines. Have enough of a pipeline of these contributors so that you’re 
expecting more content than you need, but getting enough to fill your 
calendar. Play the yield management game like an airline. 
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5. Invest time to edit and provide feedback. 
Your contributors will want feedback on what you need from them next 
time, how to make it better, and how to get more of their contributions 
accepted and published. Ensure their content works well, but avoid over 
editing in a way that might discourage contributors from participating again 
in the future. 
6. Review, measure, adjust 
Over time, you’ll get a sense for which contributors are producing the 
best content, which draw the most attention, and what tends to drive not 
only the highest quality consumers of content but also the best conversions. 
Five keys to choosing a better tagline 
By Meghan Bardwell 
Choosing a tagline for your company or marketing campaign can be a 
beast of a project. It’s like taking an angry, fluffy cat and trying to shove it 
into a small box (I don’t know why you’d try, but I bet it’d be difficult). Or 
like choosing just one subject line to use for every single email you send out. 
In one short line, you need to define who your company is, as well as 
communicate how a customer will benefit from your services or product. 
Plus, you need to create a line that’s memorable. The last thing you want to 
do is blend in with your competitors. 
So, no pressure, right? Here are some simple steps to help you organize 
your thoughts and get the ideas flowing: 
1. Clearly identify customer benefits 
What do you want your customers to get out of your product/services? 
Will their workforce productivity go up? Will your program help them 
measure sales results more effectively? Find what makes your product/ 
service a must have. 
2. Determine why you’re different than the other guys 
Do you have faster delivery? Are your products absolutely dependable? 
Do you always complete projects on time? Find the characteristics that make 
you shine. 
3. Brainstorm, brainstorm, brainstorm 
After you’ve defined customer benefits and how your company stands 
out from the rest, schedule time to brainstorm taglines. This is the time 
25
to find a quiet spot and write down any line that pops into your head. 
Seriously. Don’t judge your ideas yet—just try to get as many down as you 
can. Think of the craziest line that you’d never use in a million years; it just 
might spark another idea. Bouncing ideas off a partner can also be helpful. 
4. Narrow down and refine 
At this point, you should have a long list of awesome to terrible ideas. 
NOW it’s time to critique. Cross out the taglines you hate. Circle the ones 
you like. When you’re done, find the best of the best and refine them. 
Take two ideas and marry them together. Keep in mind that it should 
communicate your customer benefits and/or unique characteristics in some 
way. If you have a couple great lines that you can’t decide between, get your 
coworkers’ feedback. Have a vote, and may the best line win. 
5. Sit back and enjoy a (insert beverage of your choice) 
You’ve kept your brain hard at work trying to come up with a tagline, 
and finally have one that makes your company or campaign stand out from 
the pack. Now it’s time to reward your effort. 
Scotch, anyone? 
How to write subject lines that don’t suck 
By Erin Alvarez 
I’m on a lot of email lists. I’ve subscribed to newsletters, LinkedIn 
groups, and registered for a few webinars that have now resulted in a lot of 
daily email that I usually don’t have time to read. 
The first thing I do every morning is delete most of these without even 
opening them to see what they contain. Maybe the message or offer was 
great. 
But I didn’t read it because I couldn’t see any of the content in my 
reading pane because it was all html that needed to be downloaded. And 
I’m not going to do that unless the subject line made me want to click to 
open. 
Sound familiar? Most of us do this, so why aren’t we working harder on 
our own subject lines? 
Here’s a quick top five things to consider next time you hit “send.” 
1. You talkin’ to me? 
Who is your reader and why should they care? Make sure you understand 
26
your audience. What is their language? Before we hit delete, we quickly scan 
for a message that will benefit ourselves, right? Know what interests your 
audience and play to that. Do they care about money, figures, events? Will 
they respond to humor or something clever? Don’t be afraid to be original. 
2. You lost me at “FREE WEBINAR” 
Aren’t all webinars free? Another strategy that fails is “Reserve your seat!” 
webinars are not exclusive. We all know this. You’ve got about 50 characters 
to tell your reader what’s inside, so don’t waste it on information that 
doesn’t matter. 
3. Who are you? 
Make the most of your From line. Personalization is great if your readers 
already know you. If they don’t, just use your company name in the subject 
line and you’ll also free up some space for your teaser message. 
4. But what about me? 
Again, it’s not so much about you as it is about them. At least, if you 
want them to care about you, first make it about them. Asking a question 
forces the reader to briefly think about themselves and that might get you 
the few extra seconds you need before they hit delete. Want to learn how to 
crush your sales? Not Sales webinar on March 4th, Register now. Make the 
message about the reader. Sell your home for five percent above market. Not 
Our Real Estate Company is the best-find out why. 
5. Protect your rep 
Don’t exaggerate or make false promises that don’t hold up to the 
content of your email. Your subject line is supposed to tell the reader what’s 
inside, not necessarily sell what’s inside. Over the top subject lines are about 
as trusted as a midnight infomercial. 
You wouldn’t read this, but do you send emails like it? 
It was bad enough when I got the original email below. It’s long, is 
clearly from a badly-executed mail-merge, and offers very little value to 
me, the recipient. Then I get it forwarded to me again, by the same guy, still 
asking for a referral to his “buyer” inside a company I haven’t worked at for 
eight years. 
Unfortunately, this approach (and similar flavors of it) are all too 
common. You probably get them regularly. But does your company send 
emails like this too? If so, and you’d also never respond to something like 
this, what makes you think it’ll be effective with your prospect list? 
27
Your buyers are incredibly busy. They hover over the “delete” button 
with a vengeance. You have to earn their attention (and this email example 
clearly isn’t doing the job well). 
The offending email (with identifiable information edited to protect the 
guilty) 
SUBJECT LINE: FWD: Follow up Request for Head of Field or Channel 
Sales @ COMPANY I WORKED FOR EIGHT YEARS AGO 
Hi Matt, 
I’m following up on my request for a referral to the Head of Field Sales, 
Business Development, and Channel Sales at COMPANY to discuss email 
below. 
Please kindly advise. 
Best, 
Bill 
—– Original Message —– 
From: 
to: Matt Heinz [matt@heinzmarketing.com] 
Date: Thu, April 12, 2012 2:28 PM 
Subject: RE: Referral Request to VP of Field Sales or Channel Sales @ 
COMPANY I WORKED FOR EIGHT YEARS AGO 
Hi Matt, 
I’m writing to request a referral to the VP of Field Sales, Business 
Development and Channel Sales and any other relevant stakeholders at 
COMPANY to discuss below email. 
As you know, the biggest challenge of managing a Direct Sales Force or 
Channel Partners, Resellers and VARs is consistent and predictable revenue 
generation. We know that they will fall into the “80-20 rule” (i.e. 80 percent 
of revenue is generated by 20 percent of Players/Partners—best case). We 
know how to solve the problem–make it easier for them to generate new 
customers! 
Here is how: 
1. Provide a steady stream of Sales Ready Opportunities at the right target 
companies 
28
2. Supply a steady stream of Qualified Executive Appointments— 
in key accounts 
3. Deliver a steady stream of RFI/RFA/RFPs (Request for Information, 
Appointment and Proposals) 
4. Help get referrals and expand network 
Sales Executives, VARs, Channel Partners and Resellers do not want to find 
new opportunities, they want to close deals. We can provide opportunities 
that they can close. In return, you get predictable and consistent revenue, 
new customers, more mind and wallet share from you Sales Team and 
Partners and you will eliminate the 80-20 paradigm. 
After 12 years of selling and business development efforts into the Global 
5000, MY COMPANY has perfected a revolutionary prospecting system 
that generates the first and only breed of “Sales-Ready Opportunities” that 
produces: 
a) Opportunities 100 percent focused on predefined, high-profile, suitable 
companies 
b) Access to the key Decision Makers and Influencers 
c) 1000 percent more volume of sales-ready opportunities is produced than 
with traditional marketing business development campaigns 
d) Absolutely the best price/performance—we GUARANTEE results 
e) Increase average win rates and deal sizes by 120–155 percent; 
f) Shrink their sales cycles by 10–45 percent; 
g) Reduce cost of sales with our Cost-Per-Opportunity (CPO) Pricing 
Model while gaining over 500 percent ROI. 
I welcome the opportunity to discuss how we may help your organization 
and your partners produce the same results. 
I appreciate your referral to the most relevant executives in sales. A reply and 
cc: with their names would be best. 
Kindly Requested, 
Bill 
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Ten common email marketing mistakes 
that kill your response rates 
Sometimes I wonder if it weren’t for the mistakes, how would we learn 
what not to do, and where/how to get better? 
Here are ten email marketing mistakes I see made most often. Some 
good lessons and reminders here! 
1. Writing subject lines at the last minute 
All too often, marketers go several drafts deep on the body copy of an 
email, and forget the subject line completely. Then, at the last minute, 
someone writes a subject line without a lot of forethought about the 
audience, objective, or strategy. Of course, the subject line is THE most 
important part of the email. It’s the portal to get the rest of the email read. 
If this was direct mail, the subject line is the envelope! If you don’t get past 
it, everything else inside is wasted. 
2. Unreadable without loading the images 
Most of us have a default setting in our inbox now that blocks images 
from loading until we say so. And images in email aren’t necessarily bad, 
unless they entirely block whatever message or call to action you’re offering. 
Have at least enough copy visible in your email without loading images so 
that the reader can get the gist of what you’re saying/offering, and opt to 
learn more by downloading images (if they’re necessary at all). 
3. Call to action only at the very end 
It’s a progression that makes sense. Introduction, explanation, pay-off, 
offer. But many email readers are skimming, and looking for the “payoff” 
earlier than the end of the email. Instead, look for ways to incorporate links 
or offers to your call to action early in the email, and at least two to three 
times including at the end of your overall, nicely structured message. 
4. Sending from a building or alias (instead of a person) 
Nothing lacks personality and intimacy than an email from “info@” or 
“sales@” or (worst of all) “donotreply@”. Nobody likes to get emails from 
an alias or building. It’s impersonal, and constrains your response rates. 
Gone are the days when you could also fabricate something on your direct 
mail piece. A quick Google search for whomever is in the “from” line will 
“out” you as a faker. Worst case, pick someone on your marketing or sales 
team to be the real person behind the sent emails. I often pick someone 
from the sales operations team, who likely will get responses and questions 
from a campaign anyway (from the recipients or from the sales team). 
30
5. Trickery to drive open or click rates 
I’m not a big fan of the “fake forward”. Or subject lines that imply 
something urgent to get the open, then address something altogether 
different. Short-term trickery to drive top-of-funnel metrics will only 
constrain the conversion metrics you really care about, and damage your 
reputation and brand long-term. 
6. Starting sentences with I and we (instead of you) 
Prospects don’t care about you. They care about themselves. So, stands 
to reason that they also don’t want to read about what you think of yourself. 
Or your company. Address them directly instead. Use “you” more often 
throughout your copy. Bring them directly into the message and offer. 
7. Writing for yourself without thinking about the audience 
You know clearly what you (your sales team, and/or your company) 
want out of a particular campaign or email send. But what’s in it for the 
customer? What’s the context into which you’re sending the message? 
What circumstances are they likely to be working in when they get it? 
Understanding and addressing these situations head-on is a great way to 
create quicker rapport and response. 
8. Using clear spam triggers in subject lines 
Seriously, this should be obvious, but it’s not. There are a growing 
number of keywords that smart email marketers simply avoid, and have 
avoided for years now. Do a quick Google search for “Spam keywords” and 
you’ll have this information at your fingertips forevermore. 
9. No A/B testing 
What are you going to learn 48 hours after the send? You’ll have open 
and click rates, but compared to what? At minimum, test subject lines 
as often as possible. Several of the email service providers and marketing 
automation systems have embedded tools for A/B testing both in email and 
landing pages. Use them regularly. 
10. No testing before the send 
Build a rigorous process by which you completely test emails about to 
go out to customers and prospects. Test that the content is correct, that it 
renders correctly, that it looks fine across the major email systems (especially 
Outlook and Gmail). There’s a reason why software developers devote 
so much time and resources to testing their products before they ship. 
Marketers shouldn’t operate any differently. 
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How to get more people reading your blog 
Think you have great content and not enough readers? Beyond focusing 
on great content for your intended target audience, here are nine ways to 
get more people reading and following your blog. 
1. Use your social networks 
Just because they’re following you elsewhere doesn’t mean they subscribe 
to your RSS feed, or know when you’ve written something new. Use tools 
such as dlvr.it to automatically add new blog posts to your designated social 
channels, with unique tracking URLs so you know which social networks 
are most effective at driving traffic. 
2. Invite comments and reaction 
The most basic advice is to ask a question or two at the end of the post. 
Explicitly invite your readers to comment, let them know you want their 
opinion, and they’ll be more likely to come back again if they feel their own 
voices will be heard. In your social networks, be explicit that you’re looking 
for feedback on an idea or opinion. This may drive more traffic than simply 
sharing the headline and link. 
3. Say something controversial 
No surprise that controversial content gets read and shared more often. 
Take a side, back it up with research and/or reasoning, and consider sharing 
the post directly with those who both agree with you and likely disagree. 
Those who agree will more likely share it with their friends and followers, 
and those who disagree may very well send their own followers to argue 
with you in the comments. But that’s what you want, right? 
4. Write about and link to others who are likely to talk about it 
Don’t assume that others who care about the same topic are going to 
read your post or automatically find it in their Google Alerts and Alltop 
searches. Send them links, ask for their opinions, invite them to your 
comments. Target especially those who may have their own blogs, social 
networks with followers, or occasional aggregated news summaries of stories 
and opinions they particularly like. 
5. Find others talking about the same topic and add a link back 
There’s nothing wrong with finding other content similar to yours (or 
at least on the same topic), offering a summary opinion in the comments 
section, and linking back to your own longer perspective on your blog. 
There’s a difference between blatantly fishing for links with a quick sentence 
32
and link-back, and a thoughtful response specifically to the third-party post 
and a contextual reference to your own piece. The first is spam, the second is 
participation. 
6. Make following you easier 
Does your blog post template make it easy for readers to follow you? 
Is your RSS feed, social handles, and an invitation to subscribe via email 
prominent, ideally above the fold on the page? Make it easy and more likely 
that people will come back again. 
7. Repurpose and cross sell 
Take your really good content and publish it in multiple formats. Turn a 
great blog post (or series of related blog posts) into a webinar, video or best 
practices guide. These can be shared on a variety of additional channels— 
Vimeo, YouTube, SlideShare and more—to tap into a whole new audience 
for your blog. 
8. Tell the aggregators you’re there 
In every industry and niche, there are publishers who focus on curation 
of other great content from across the web. Find these curators and make 
sure they know about you. Register your site on Alltop, submit it to 
newsletter editors, and otherwise build relationships with the online curators 
who represent a significant channel of new readers on an ongoing basis. 
9. Be patient 
This stuff doesn’t all work all of the time, and it doesn’t happen all at 
once. The most important thing you can do is continue to produce great 
content. The rest will work itself out. 
33
34
DEMAND GENERATION 
35
36
Marketing is about people and problems, not products 
I have a problem with the whole idea of “product marketing”. Not the 
function, but the title. 
Nobody really markets the product and does it successfully, because your 
buyers don’t care about the product. 
Successful marketing focuses on the people using the product - their 
needs, their priorities, and their pain. The more you understand the people 
and their problems, the more likely you’re going to build the right product 
in the first place. 
And if you follow that chain (people, problems, then product) you’re in a 
far better position to create interest, preference and closed business. 
Too many marketers today take the product or service in front of them 
and build their marketing by describing it. What it does, how it works. 
Features, and benefits of those features. But that’s not what your customers 
want to hear, nor what they want to buy. 
Narrow your focus on an audience that has a need. Focus on people and 
problems, either before or (even better) at the expense of talking about the 
product. 
If your prospect believes that you understand them, their problems and 
where they’re interested in going, you’ll earn the opportunity to talk about 
the product. And when you do, that conversation will already be in the right 
context to compel the sale. 
The five jobs of an effective marketing campaign 
We marketers have completely screwed up the definition of “campaign”. 
Presidential politics? Now that’s a campaign! Barely a month after the 
election and pundits from both sides of the aisle were already talking about 
who might win in 2016. And the candidates who think they have a chance 
are already building their organizations, their strategies and their tactical 
plans. 
That, my friends, is a campaign. 
The email you’re sending next Tuesday? That is not a campaign. 
37
Effective marketing campaigns mobilize your target audience towards 
an end goal. It starts with reputation building and awareness, moves to 
demand generation and sales enablement, then finishes with conversion and 
actualization for the customer. 
Yes, this is a lot more work than Tuesday’s email. Yes, this kind of 
campaign will take a lot of planning and months to execute. But that, in 
part, is the point. 
The more thoughtful we are about the message we want the market to 
hear, about how we want them to react to that message, how it differentiates 
from competitors and drives preference for your business, product or 
services—that’s where the true value of campaign development and 
execution comes. 
I really liked how SiriusDecisions framed the five jobs of an effective 
marketing campaign at their summit last year. In summary, they said a 
successful campaign must do the following: 
1. Seed 
2. Create 
3. Nurture 
4. Enable 
5. Accelerate 
Put together, effective marketing campaigns seed demand that is created 
and nurtured by a demand center and/or field marketing, with an end 
result that is enabled by sales and the customer onboarding program and 
accelerated by communicating that success with the remainder of the market 
and through existing customers to drive referrals, renewals and repeat 
business. 
Shifting from tactical, siloed campaigns to this type of comprehensive 
campaign approach isn’t going to be easy for most marketing organizations, 
especially those working without a long-term marketing plan or product/ 
market focus. 
But look for ways to take your current email sends, paid search efforts 
and other marketing channels and incorporate more of the five jobs listed 
above. The more effectively you can incorporate them, the greater long-term 
38 
success you’re likely to see from finite efforts in the first place.
How to choose the right database list source provider 
By Brian Hansford 
Database intelligence and list source providers are everywhere. They 
play an important role in an overall data management strategy. Even with 
ongoing inbound contact capture efforts from websites, social media, and 
events like trade shows, it makes sense to occasionally add fresh contacts 
from a reputable source. 
The problem is filtering through the plethora of list providers to find the 
right fit for your requirements. Each vendor comes with their own set of 
advantages and potential problems. 
Here are some of the criteria points I recommend when selecting a list 
and a data source provider. 
1. Define the data standard 
Every list or set of data records you purchase should meet a data standard 
defined for your organization. (If you don’t have a data standard, you 
need one NOW!) For example, a minimum percentage of your marketing 
automation database should have record completeness with all of this 
information: 
sIRSTANDLASTNAME 
s4ITLE 
s0HONE 
s%MAIL 
s3TREETADDRESS 
s#ITY
STATE
POSTALCODE 
s2EVENUES 
s.UMBEROFEMPLOYEES 
s7EBSITE52, 
You can measure your marketing automation platform to determine 
the level of complete records. Incomplete and outdated records make your 
database ineffective. 
2. Who is the company providing you with data and information list services? 
Don’t buy a list or database from anyone that doesn’t have a list of 
reputable clients and does not have a major base of operations in North 
America. And absolutely don’t buy a list from an offshore list provider with 
sweatshop web scrapers. A vendor with a cheap list may give you three to 
ten times as many contacts as a name-brand shop. The initial savings will end 
up causing pain and costing you more in the long run. 
39
3. Quality information 
Even the best data has a limited shelf life and needs continual 
maintenance and care. In 2011 the US Department of Labor reported 
that over 11 million people changed jobs. The best vendors actively 
maintain their data assets to keep up with the massive changes from 
people continually moving and shifting where they work and what they 
do. If the data sets you receive don’t meet quality expectations, those 
vendors will work to fix the situation by analyzing what happened and 
providing replacement contacts. Cheap vendors employ sweatshops and 
web scrapers to pull and identify basic company contact information. This 
information is ultimately worthless if you do not have reliable contact 
information including verified email and phone numbers. The best data 
solution providers can build a data set that meets your data standard and 
segmentation criteria. 
4. Contact-ability 
Does your vendor test and maintain the quality of the database contacts 
for accurate contact information? Do they verify email and phone numbers 
regularly? Do they filter out spam traps that can put your organization’s 
reputation and sender score at risk? If so, how do they manage their 
updates? If your vendor doesn’t have a QA program, or gives you a flaky 
answer, that’s a negative sign. Your preferred vendors will provide you with 
the best information services that avoid spam traps. 
5. Vertical industry expertise 
Some vendors specialize in certain industries like healthcare and B2B 
tech, and human resources. It pays to conduct research on vendors who 
specialize in the areas you are targeting. 
6. Data enrichment services 
Vendors who only provide contact lists will come and go but never really 
be viable data business partners. The best data and information vendors 
provide detailed contact information, and in some cases information about 
planned business initiatives. The best vendors can also test your existing 
database to ensure duplicates records are not purchased with a new data set. 
Quality vendors also assess the state of your current data health and provide 
recommendations and tools for how to maintain data health. Even better, 
these vendors will have tools that integrate with your existing marketing 
automation and CRM platforms. 
40
7. Service 
I personally refuse to work with vendors who have poor service, 
regardless of how good they claim their data products are. I fully expect 
phone calls will be returned in a timely manner, as well as emails. If we 
have questions or problems with data services we receive, it’s critical for our 
clients that we have some investigation and resolution. We want data and 
information service providers that have the same focus on client success as 
we do. Companies that focus on transactions are merely commodities and 
easy to replace. 
8. Diversification 
Strong data services partners work the best when combined with organic 
inbound list building. Don’t rely on a vendor or a series of vendors to be 
your only source of contacts. Combine the effort with submission forms on 
your websites, event registrations, newsletter subscriptions, and even social 
media. 
Report: Analyzing 62 million web site visits for 
B2B marketing best practices 
62 million visits. 350,000 leads. More than 600 B2B sites. 
That’s a lot of data. Pull together a report based on what it says about 
marketing best practices—what channels are working, which lead sources 
work best, which social channels are most important, etc.—and we’re talking 
some seriously valuable insights for B2B companies and marketers of all 
shapes and sizes. 
Having access to that data, of course, is the hard part. Unless you happen 
to operate the web and marketing systems for those 600+ B2B companies. 
That’s where Optify comes in. I highly recommend downloading a copy 
of their 2012 B2B Marketing Benchmark Report. Lots of great best practices, 
some which you’d expect but plenty more that were surprising and counter-intuitive 
41 
to me. 
I asked Doug Wheeler, CMO for Optify, to help me dig into more detail 
on some of the report’s findings. 
What are some best practices that led to some B2B companies seeing 
even higher conversion rates via email than the industry average in the 
report, which was itself far higher than other channels?
These companies focused on executing digital marketing programs 
(e.g. search engine optimization, content marketing and social media) with 
highly targeted messaging and landing pages to generate ‘opt-in’ prospect 
responses. Then, used email to nurture their list with direct relevant offers 
until they received a conversion response. 
Social media is still a surprisingly small contributor of leads and traffic 
to B2B sites. What percent of traffic do you think that could reach at 
“maturity”, and which channels do you believe will be most relevant to B2B 
marketers? 
It’s true that in our study traffic from social media was five percent or 
less. Our surprise was that of that five percent the leads generated were 
heavily slanted towards Twitter over Facebook and LinkedIn. In fact, 
Twitter converted nine to one over the other two social media powerhouses. 
As these digital channels mature for B2B purposes, it will greatly depend 
on the marketing mix of the company and its target audience. Despite the 
buzz and pressure to dive into social media marketing, marketers should 
fully develop their buyer persona(s) to discover the online behavior of their 
target audience. I would expect to see the LinkedIn platform deliver lower 
volume than Facebook, but considerably more focused and valuable leads. 
Remember, the conversion percent is important, but in the end the actual 
sales price (ASP) of your product and your customer acquisition cost (CAC) 
determine which of these social media channels delivers the best return. 
Not surprising to see paid search conversions below two percent, but 
it was somewhat surprising to see social media conversions less than one 
percent. How do B2B marketers improve this? Better content, better 
targeting, other? 
Yes, the somewhat dismal performance of social media was a 
surprise. Clearly, focused high-value content combined with one-to-one 
communications helps make sure you are getting the most from your 
programs. 
You’ve addressed the opportunity for marketers with “not provided” 
search traffic, can you quickly summarize that and give a couple tips for how 
marketers can increase traffic and conversions from this? 
In summary, Google has decided that any customer logged into a Google 
product has the right to customer privacy. Therefore, any customer logged 
in to Gmail, browser or any other Google product will have their keyword 
search information blocked and Google returns ‘not provided’. This is now 
over 40 percent of the traffic to B2B customer sites. Take your cues from 
42
any paid search programs you may have—this does make the assumption 
that it’s equivalent traffic for paid vs. non paid. In addition, treat all branded 
traffic as ‘precious’. These are people that entered your company/product 
name—there’s a reason! 
Bing traffic clearly still pales in comparison to Google, but conversion 
rates and time on site were materially higher for Bing. Why do you think 
that is? 
Although there is clearly less traffic from Bing, the higher conversion rate 
may be due to the recent social features they are integrating into their search 
results. The Facebook data that’s integrated into Bing search shows more 
relevant results to the searcher due to social indicators from the searcher’s 
own social network. This provides more confidence since the results are 
from a referral rather than just the search algorithm. With more confidence 
in the results, once a searcher clicks through to a webpage there is a higher 
likelihood that the searcher will stay longer and convert more often. 
How to rank on Google without knowing anything about SEO 
I don’t consider myself a deep SEO expert and I know many marketers 
(let alone business owners) feel completely lost when they try to read about 
title tags, canonical links and more. 
But you really don’t need to understand SEO to rank well on Google. 
Sure, you can employ the latest SEO strategies and hire a great consultant 
or firm to help you get and stay at the top of Google. But many of Google’s 
latest, most significant updates boil down to one thing—relevance. And that 
means by focusing on a few simple, common sense things, you can find your 
content ranking and staying high on Google (and driving you some great 
traffic) without knowing much if anything about SEO. 
For example: 
Focus on great content 
Produce content regularly that your customers care about. Write, 
produce videos, get others to guest-create content for you. Make good 
content and watch what people react to. It’s more complicated than that, of 
course, but it’s also really that simple. 
Don’t worry as much about all the tools 
It definitely pays to use tools such as Wordtracker, Optify and others 
to scientifically choose the right keywords to use in your posts, as well as 
ensure your “keyword density” is at the right ratios. But if you don’t have 
43
time or don’t have access, keep one thing in mind. Focus on topics related 
to customer pain, problems, outcomes and objectives. Create less content 
about solutions directly. Most of your competitors are writing content about 
their solutions and those “most desirable” keywords. Fewer are creating 
content about the originating context your customers start with, and the 
outcomes they’re seeking. But these are the keywords your customers use 
most often. 
Listen to your customers 
What are they talking about? What topics are showing up more often on 
the discussion forums and conference agendas? These topics are more likely 
to be relevant right now. Create content for these topics before others get 
there, and as search volume increases you’re more likely to get a greater 
share of the traffic. 
Look at your data 
Notice any themes? Do you get more traffic or retweets when you write 
about one theme vs. another? Do certain posts generate a little less traffic 
but better quality visits and higher conversions via your lead forms? As you 
produce more and more content, your metrics will be a proxy of what’s 
working and what you should continue to create more of. 
Look at your competitors 
There are two ways to approach this. One, use their editorial calendar 
(implied based on what they’re creating themselves) to draft off of what’s 
working. Two, based on your insights from the above efforts, hit ‘em where 
they ain’t. 
Focus on your social relationships 
Social and SEO are becoming more and more intertwined. So it’s 
more important now than ever before to increase your social activity and 
following, but also increase interaction between your social networks and 
your content. Find those with high-influence followers and high Klout 
scores, and focus on driving more engagement with them. 
44
Six secrets to A/B testing success 
By Bailie Losleben 
Sending nurturing emails, running Google Adwords campaigns, and 
providing great content pieces are a great way to get new clients—but 
it’s only half the battle. In order to get your B2B marketing campaigns 
generating leads you have to test, and test, and test some more. 
Luckily, with a little structure, optimizing all of your campaigns can be 
easy and eye opening. Here are six tips for testing success. 
1. Keep it simple 
Trying to test too many variables at once is like trying to figure out 
the source of your indigestion while chowing down at an all you can eat 
buffet. You have to take your time, test one variable at a time (or at least in 
isolation) to really know what your audience is responding to. 
2. Organized testing 
Keep an active record of everything you are currently testing and 
everything you plan to test in the future. This can easily be achieved through 
a simple spreadsheet: record the results of the tests, what exactly was tested, 
the winning version and what the next steps are. This will not only help 
you make sound decisions, but will help you more easily optimize future 
campaigns. 
3. Use noticeable CTAs 
The call to action in any marketing material should be obvious, and 
strategically placed where the eye naturally lands. Play around with the 
CTA: change the color, the language, the font. All of this can make a big 
difference in your test results. 
4. Color and style make a difference 
Believe it or not, some of the biggest changes in performance come 
from a simple color change. Try changing the colors of the CTA’s, headers, 
graphics etc. Try testing product images vs stock photos- a simple image 
change can have dramatically different results. 
5. Test for your audience 
What works for one target audience will not work for all. Even a new 
product will probably require different marketing efforts than older products. 
6. Test everything 
s(EADLINES#ONTENT
#OLORS
ONTS 
s)MAGES0LACEMENT
DIFFERENTIMAGES 
s#ONTENTMOVEWORDSAROUND
BULLETPOINTS
DETAILEDVSCONCISE 
s#4!BUTTONSANDTEXTCOLORS
PLACEMENT
THETEXTANDFONTUSED 
45
Layout best practices for effective B2B web sites 
There are some fantastic web site designers and developers out there, but 
few who really understand how to build a B2B web site. Effective design and 
look/feel is important, but there are several layout and back-end requirements 
that make a successful B2B web site perform well from day one. 
Here are several front-end and back-end recommendations for B2B web sites. 
Front End: 
s5SEANARROW
TEXT
BASEDTOPNAVIGATIONWITHPOP
UP
DROP
DOWN 
sub-menus. 
s5SECUSTOMER
CENTRICANDVERTICALIZEDTERMSINTHETOPNAVSEEBOXCOM
Concur.com and Salesforce.com for good examples of this). 
sOCUSONOUTCOMEBENElTSTATEMENTSINAPRIMARYABOVE
THE
FOLD 
message box (rotating panels are okay if they’re easy to change and 
control/reverse/etc, plus as long as you can track click rates for each 
panel individually to see which message or offer performs best. 
s)NCLUDEAFEWCALLSTOACTIONABOVETHEFOLDANDONTHERIGHTBOTTOMOR 
right side (see Eloqua.com and Salesforce.com for good examples of this) 
s)NCLUDESOCIALBUTTONSONTHEBOTTOMRIGHT
ANDMAKETHEMSTANDOUT 
(LexisNexis.com has a good example of this). 
sELOWTHEFOLD
FEATURETHREEORFOURMODULESTHATGODEEPERINTOSPECIlC 
solutions, summary of blog post headlines, of primary benefit statements 
(DocuSign.com has a good example of this). 
s)NCLUDEAHORIZONTALCUSTOMERLOGOBARPROMINENTCOMPANIESUSING 
you—DocuSign.com has a good example of this). 
s)NCLUDEANEXTENSIVE
TEXT
BASEDSITEMAPFEATUREATTHEBOTTOMOFTHEPAGE 
making it easy for visitors to navigate quickly to remaining site features 
(box.com, IBM.com and Concur.com have good examples of this). 
Back End: 
s'OOGLE!NALYTICSISTABLESTAKES 
s)NCLUDEWEBVISITORINTELLIGENCECODEFROM,OOPFUSEFREE	ORTRIALSOFTWARE 
from Optify or Hubspot so you can get better intelligence on what site 
visitors are doing, and where they’re from. 
s)FYOUGETTHE/PTIFYOR(UBSPOTTRIAL
CONSIDERTESTINGTHEIRLEADSCORING 
tools and generating alerts/lead assignments when prospects do certain 
activities that demonstrate near-term buying interest. 
s#ONSIDER$EMANDBASEFORREAL
TIMEMESSAGECUSTOMIZATIONBASEDON 
which company or individual is visiting the page (this might be a more 
advanced feature to add later). 
46
Easy tactics to build brand, get referrals, 
and drive customer relations 
This is a relatively easy way to drive some viral marketing and get your 
customers (and employees) involved. Print some unique t-shirts that 
prominently feature your logo or brand. Give them to all employees, and 
ship them to customers. 
Then, tell them to get out there and start taking pictures. Feature the 
best photos on your web site, your blog, and your social channels. Create 
contests for the most creative use of the t-shirt, the farthest away from your 
headquarters, the most unique location. Incorporate them into scavenger 
hunts (especially at your user conferences). 
Make one day every week “YOUR BRAND HERE t-shirt day”. 
Encourage employees and customers to wear their t-shirts that day and send 
pictures. 
Growing up in a suburb of San Francisco, a local Wilderness Supply shop 
did something very similar. They featured these distinctive green bags they 
would use to send you home with whatever you bought. And their back wall 
was covered in photos of their customers proudly holding up their green 
Wilderness Supply bags all over the world—on mountaintops, in remote 
areas, at the North and South poles, at the bottom of the ocean and more. 
It’s fun, it’ll get people involved, it’ll spark new ideas and creativity, and I 
can measurably drive referrals and new business as well. 
Eight ways to make your webinar more compelling 
If you thought last year was the year of the webinar, wait till you see this year. 
More and more companies are discovering the power of webinars as 
educational, thought leadership and lead generation tools. And that means 
you’re likely going to be inundated even more in 2014 with webinar offers. 
As a marketer, this doesn’t mean you should pull webinars from 
your marketing mix. Far from it, as they can still be incredibly powerful, 
foundational tools. You just need to execute better. 
Below are eight ways to make your webinars more compelling, help them 
stand out from the crowd, and increase their power to attract and convert 
prospects into followers, opportunities and closed business. 
47
1. Choose a narrower target audience 
If you’re trying to get as many attendees as humanly possible, you might 
be shooting for too wide of an audience. Narrowing your focus to a more 
specific target audience will help you hone the message, value proposition 
and appeal of the event more specifically to a particular group of prospects, 
decision-makers and/or influencers. Focus on quality of content and 
audience, and not always the highest possible registration volume. 
2. Solve problems vs. describing products 
Unless you’ve promoted it specifically as a demo event, don’t waste time 
describing or promoting your product. Your company or product can be 
a sponsor of the event, but use the webinar to address and solve problems 
your customers have. Help them think differently about something they 
already struggle with. If you’re trying to introduce a solution, you might 
be doing so out of context or too early, when the prospect doesn’t yet 
understand or respect its ability to solve their problems. 
3. Make your points more immediately actionable and tactical 
We’re all busy people, and have tons to get done. So if your webinar can 
help me get those things done, I’m all ears. But that typically means they 
need to focus on content that’s very actionable and tactical, including best 
practices that can immediately—right now—help me do my job better. 
Leave the theoretical discussions for another event. The more actionable 
your webinar, the more attractive it will be for busy prospects. 
4. Make it really clear what people will learn 
Every good webinar description needs a clear, short “you will learn” 
section. Ideally, this is a bullet list at least three or four points long. It 
should enumerate some specific, actionable things people will take away 
by attending. This is tactical but critical. Scanners won’t read your two-paragraph 
48 
warm-up copy. They want to know, quickly, what they’ll get out 
of it. If your bullet list passes the sniff test, they’ll register. 
5. Tease the reader with quality, pre-event content 
If your webinar will feature a prominent expert, author or speaker, why 
not publish a short QA with that presenter on your blog a week or so 
beforehand? If you’re going to feature a top ten list of tips to do X, why not 
feature the first couple on your blog as well? Think about how you can use 
your additional content, social and marketing channels to share snippets of 
content relative to the presentation, and drive additional demand, interest 
and registrations.
6. Create an extra incentive or offer to attend live 
Is there something you could make available only to those who attend 
live? Something like an extra white paper or free research report or e-copy of 
the speaker’s book? Something of value without a ton of incremental hard 
cost to you, but makes it that much more likely someone will 1) register, 
and 2) actually show up. 
7. Build the presentation for skimmers 
We all do it. Attend webinars while multi-tasking with something else. We 
listen, sort of, while checking email or flipping through RSS feeds. We aren’t 
going to change this behavior, so we might as well optimize our webinars to 
accommodate. So if you take too long to make a point, those multi-tasking 
might miss it. But if you format and present your content with skimmers in 
mind (think top ten lists, highlighted subsections, well-formatted and clear 
divisions between points), you’re more likely to get the point across to more 
people. And, bonus, skimmer-focused webinar content typically works much 
better for subsequent, on-demand viewers of the recording. 
8. Have a plan for takeaways 
Think beyond just a copy of the deck and recording. Could you 
summarize your main points in a one-page PDF? Create a checklist of to-dos 
and action items out of the event? For attendees and non-attendees alike, 
make it easy to distribute, pass along and digest the content in shorter, more 
efficient formats. 
49
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
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The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
The Modern Marketing Field Guide
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The Modern Marketing Field Guide
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The Modern Marketing Field Guide
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The Modern Marketing Field Guide

  • 1. Everything you need to raise awareness, drive response and close more business in today's ever-changing customer landscape. MATT HEINZ
  • 2. 1 THE MODERN MARKETER’S FIELD GUIDE Everything you need to raise awareness, drive response and close more business in today’s ever-changing customer landscape. MATT HEINZ
  • 3. 2
  • 4. 1 WANT MORE SALES AND MARKETING INSIGHTS? Check out Matt’s blog at: www.MattonMarketingBlog.com
  • 5. 2 All rights reserved. No part of this book may be reproduced, disseminated or transmitted in any form or by any means without written permission from the publisher and the author. This includes photocopying, recording or scanning for conversion to electronic format. Exceptions can be made in the case of brief quotations embodied in critical reviews and certain noncommercial uses permitted by copyright law. Permission may be obtained by emailing: matt@heinzmarketing.com This publication is designed to provide accurate and authoritative information in regard to the subject matter covered. Although the author and publisher have made every effort to ensure the accuracy and completeness of the information contained in this book, we assume no responsibility for errors, inaccuracies, omissions or other inconsistency herein. Any slight of people, places or organizations is unintentional. Neither the publisher, nor the author, shall be held liable for any loss of profit or any other commercial damages, including but not limited to consequential, incidental, special or other damages. The advice and strategies contained in this book may not be suitable to some situations. This publication references various trademarked names. All trademarks are the property of their owners. Copyright © 2013 Heinz Marketing Inc. All rights reserved. ISBN: 978-0-615-48781-6 Art Direction and Design: Erin Alvarez Published by Heinz Marketing Press 8201 164th Ave NE, Suite 200 Redmond, WA 98052 Printed in the United States of America
  • 6. 3 This book is dedicated to my wife, Beth. She knows why.
  • 7. 4
  • 8. TABLE OF CONTENTS 5 INTRODUCTION MODERN MARKETING—ESSENTIALS FOR YOUR FIELD KIT The marketing of hope ......................................................................................................................5 Product marketing must focus on the past, present and future ........................................................6 Four new marketing skills you’d better learn quick ...........................................................................7 CONTENT STRATEGY Same content, three access strategies ............................................................................................11 Compelling messaging isn’t enough ...............................................................................................12 How to write for lazy readers ...........................................................................................................12 Five stages of effective content strategy implementation ..............................................................13 Six attributes of successful, lead generating content ......................................................................15 Seven requirements of a higher performing white paper ...............................................................16 Ten reasons why top 10 lists make great content............................................................................18 Eleven reasons your content marketing isn’t working .....................................................................20 Twelve keys to greater success and results .....................................................................................22 How to (successfully) outsource content creation ...........................................................................24 Five keys to choosing a better tagline ............................................................................................25 How to write subject lines that don’t suck .......................................................................................26 You wouldn’t read this, but do you send emails like it? ..................................................................27 Ten common email marketing mistakes that kill your response rates .............................................30 How to get more people reading your blog ...................................................................................32 DEMAND GENERATION Marketing is about people and problems, not products ................................................................37 The five jobs of an effective marketing campaign...........................................................................37 How to choose the right database list source provider ...................................................................39 Report: Analyzing 62 million web site visits for B2B marketing best practices ...............................41 How to rank on Google without knowing anything about SEO ......................................................43 Six secrets to A/B testing success ...................................................................................................45 Layout best practices fo effective B2B web sites ............................................................................46 Easy tactics to build brand, get referrals, and drive customer relations..........................................47 Eight ways to make your webinar more compelling .......................................................................47 Is your webinar vanilla or hot fudge? ..............................................................................................50 Why bullet points on webinar slides are okay .................................................................................51 LEAD MANAGEMENT AND NURTURING Is marketing automation more important than sales CRM? ............................................................55 Analyze the marketing automation data that impacts revenue .......................................................56 How marketing automation enhances Google AdWords campaigns .............................................57 Five keys to successful marketing automation content ...................................................................59 Implement your marketing automation system with CRM integration ...........................................61 How to build a lead scoring strategy that sales will support ...........................................................63 Three keys to more effective customer profiles ..............................................................................65 Eight habits of world-class B2B lead management programs .........................................................67 The five stages of lead qualification ................................................................................................69
  • 9. Disqualified doesn’t mean dead—nurturing leads back to life .......................................................71 Three quick examples that prove nurture marketing works ............................................................73 Four reasons and ways to ask your contacts to unsubscribe ...........................................................74 SOCIAL MEDIA Three social media sites to keep you on your game .......................................................................79 Four sales-centric social media metrics you should be tracking .....................................................80 Five quick steps to accelerate your LinkedIn ROI ...........................................................................82 Ten ways to organically grow your Twitter followers .......................................................................84 Ten essential steps for a vibrant online community .........................................................................86 Seven ways social media can save you time (instead of wasting It) ................................................88 EVENTS AND TRADE SHOWS Why attending events in person is still so important ......................................................................93 How to make the most of conferencing parties and networking events .........................................94 Six factors to consider when choosing to attend a conference .......................................................96 How to attend three conferences at once .......................................................................................97 How to work a tradeshow floor .......................................................................................................98 Proven essentials for a successful B2B marketing event ...............................................................100 Eight requirements for a successful event strategy .......................................................................103 Anatomy of a better pre-event email ............................................................................................105 The most important part of event marketing ................................................................................107 SALES OPERATIONS My definition of sales enablement ................................................................................................111 It’s called a sales funnel (not a sales cylinder) for a reason ............................................................112 Eight ways sales operations can double your team’s productivity ................................................113 Three ways content marketing can make your sales team happy .................................................115 Why too many inbound leads might hurt your sales .....................................................................117 Eight ways to invigorate your sales training program ...................................................................118 Why marketing should own inside sales (and why they shouldn’t) ................................................120 Five reasons why inside sales is replacing field sales ....................................................................122 CUSTOMER LOYALTY AND RETENTION Marketing is (and always will be) about trust and relationships ....................................................127 Listen to your lead customers, not just your biggest customers ...................................................127 Four keys to building solid client relationships .............................................................................128 The sure-fire way to show clients and prospects that you’re listening ..........................................130 Customer lifetime value—four phases to maximize success and profitability ...............................131 Three examples of how and why the little things matter ..............................................................132 Twenty-two ways to show your customers you love them .............................................................133 Five fast, successful ways to learn about your customers .............................................................134 Six keys to driving early customer success ....................................................................................135 CREDITS AND COPYRIGHTS ABOUT THE AUTHOR 6
  • 10. INTRODUCTION The speed of innovation and change in B2B marketing has never been greater. And the need for clarity, for a blueprint, for a guide to what’s really working and how to apply it specifically to increase sales pipeline growth, velocity and conversion—that’s what we get asked for more than anything else. Which is why we wrote this book. It covers a lot of ground, but quickly. We’ve addressed a comprehensive view of the sales and marketing pipeline, but done it in quick bursts with lots of specific, actionable ideas, strategies and tactics you can put to work right away. We call this a Field Guide because it’s something you can use as a reference guide on a regular basis. Get familiar with the table of contents, and start first with the content most applicable to a problem you’re solving right now. Then come back when you need something else, later. If you’re using this book to guide your execution and success moving forward, we’ve done our job. Speaking of “we”, I’m excited to include in this book content from not just myself but also every member of the Heinz Marketing team (at least as of this writing). Special thanks to Maria Geokezas, Brian Hansford, Erin Alvarez, Meghan Bardwell, Nichole McIntyre, Bailie Losleben and Jackie Jordahl for not only their direct contributions to this book, but also for “walking the talk” in their hard work for our clients every day. Print copies of this book don’t encourage interactivity like a good blog does, but we still want to hear from you—what worked, what didn’t, and what you discovered new or next to build upon these best practices. Email us at acceleration@heinzmarketing.com and let us know! 1 Onward, Matt Heinz July 2013
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  • 12. MODERN MARKETING— ESSENTIALS FOR YOUR FIELD KIT 3
  • 13. 4
  • 14. 5 The marketing of hope Hope may be one of the most powerful yet least utilized marketing drivers in the world today. Make no mistake, hope drives marketing and revenue performance already. When it’s spring training time in baseball, for example, and every team has a chance. Sure, some are more likely to be competitive than others. But every year dark horses emerge. Annual cellar-dwellers get on a hot streak. I’m a lifelong Cubs fan. They haven’t won the World Series in more than one hundred years, and haven’t even been to the World Series since World War II. But every Spring, even with a “rebuilding” roster, there’s still hope. In 2011, the St. Louis Cardinals lost one of their top pitchers for the year to injury. Experts immediately started to write them off. In 2012, they entered spring training as defending World Champions. Hope tugs at our most primal emotions, instincts, needs, fears and desires. Its draw is incredibly strong, and drives the kind of irrational thinking that leads to emotional decisions, many of which we don’t even regret afterward. We want to hope, we want to believe. These are difficult concepts to make concrete, to translate into something material. But what’s far more reachable for most marketers is to translate the idea of hope into selling the future. What happens tomorrow, six months from now, or next season is unwritten. Paint a picture of what that future might look like for your customer or prospect, and they can’t tell you you’re wrong. They can tell you you’re crazy, but if your story of the future aligns with something they hold great hope for, they’re far more likely to listen. The marketing of hope is really the marketing of a future you, or your customers, desperately want. And that future can be packaged, written about and presented in a way that makes that hopeful future feel well within grasp. You’re not going to get many prospects to buy the present. What your prospects want, and will open their checkbooks for, is the hope of a better future.
  • 15. Product marketing must focus on the past, present, and future The best product marketers I know balance their time between the past, present, and future. All three are critical to effective product management and long-term relevance with an ever-evolving market. Most product marketers focus the vast majority of their time on the past and present. And by ignoring or short changing the future, they lose all ability to proactively drive the long-term direction, leadership and strength of their products. By the “past”, I’m referring to fixing and improving what already exists. Products get launched with bugs, so you have to go and fix them. Features become irrelevant unless they’re updated. Legacy products and versions need to be supported. Maintaining long-term client relationships often pivots on your ability to proactively manage the past. By the “present”, I’m referring to new features that address real-time, current-market opportunities. Adding an iPad app as soon as that platform is launched. Creating mobile features that make it easier for clients to use your product on the road. These are new products, new features and improvements/additions that are done relatively quickly without a lot of required foresight and planning. Again, most product managers get sucked into spending most of their time on the past and present. And that’s time well spent if it’s supporting customer-driven priorities. But too often, focusing on the past and present means you’re mostly reactive, not planning ahead, not staying strategic, and mostly playing catch up or, at best, treading water. By the “future”, of course, I’m referring to product planning. Having a long-term vision for where the market is going and how your overall product plan will adjust and evolve to take advantage. This takes a lot of work, a lot of research, and a lot of time. Some organizations are big enough or resources well enough to separate this role out to a dedicated product planner. But for most organizations, the same people (or individuals) are tasked concurrently with managing the past, present and future. Step one for overworked product marketers is to know they’ll ultimately be held responsible for all three of these. Step two is to discuss this framework with your manager and figure out how to ensure time is adequately spent on all three. But I’m betting that identifying where your deficiencies and weaknesses are (especially the long-term risk to market position and product strength by neglecting focus on the future) will help get the alignment and support you need. 6
  • 16. Four new marketing skills you’d better learn quick B2B marketing today has changed significantly. And whether you’ve been out of it for a while, or just want to make sure you’re keeping up with what’s required for success now and in the future, here are four skills I recommend you learn quickly. 1. Funnel math and revenue performance management The mindset you want, even as a marketer, is that your job depends on finding and closing business. It’s not enough to manage the trade show, send direct mail, or even flood more leads to the sales team. You need to understand the economics of the full sales funnel—how many opportunities are required to generate a closed sale, and how many leads are required to find a qualified, short term opportunity (for starters). Next, knowing that today’s sales process is completely nonlinear, you need to understand the fundamentals of lead nurturing and two-way lead and opportunity movement. This includes the metrics behind these dynamics for your unique market and industry. Here’s a relatively simple mathematical model for understanding the lead-opportunity-sale math for your company. And for revenue performance management, I recommend reading up on best practices from Marketo and others whose business focuses on revenue-centric marketing. 2. Social lead generation and buying signal mining If you’re worried about followers and likes, you’re doing it wrong. Focus instead on engagement, conversations, and driving an active, two-way discussion about the issues, needs and pain points your target customers care about most. But that’s just the tip of the iceberg. Your prospects are sharing their needs and buying signals on the social web every day. Your responsibility is to listen, look proactively for mentions of those keywords and buying signals, and become an information concierge to drive top-of-pipeline lead generation for your organization. Technology and process drive value here, not media buying and budget. The social web is the greatest source of ongoing free leads ever seen. Are you taking advantage? 3. SEO and inbound marketing fundamentals The rules change (literally) daily, but it’s important to understand the fundamentals of what drives natural traffic, and how to create content that drives perpetual inbound interest for your products and services. If you 7
  • 17. understand (and read) nothing else, understand that the most important drivers of successful SEO and inbound marketing are great content, and inbound links that demonstrate others are validating your great content. It’s worth reading content from SEOMoz, Content Marketing Institute and others who keep up on the daily changes of the technical aspects of SEO, plus educate and enable “the rest of us” on how to cut through the clutter and drive value, traffic and conversions. 4. Lead management/nurture workflow development Even if you aren’t using a marketing automation solution, your marketing strategy should reflect the reality that the majority of your prospects don’t convert (or move forward) right away, and that most of them need “nurturing” in advance of being ready to buy. This isn’t about buying a marketing automation system. It’s about having a strategy that addresses how your customers buy and enabling processes and tactics throughout your organization that address and empower your prospects where they are. No matter how tightly you manage your sales process your prospects will decide (independent of you) when they’re ready to buy. Your lead management and nurture strategy had better reflect that. This isn’t to say that the old marketing focus areas and strategies aren’t relevant or don’t work. Because many are and do. But if you don’t have a working knowledge of the above four disciplines, it’ll be difficult to be a working marketer. 8
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  • 20. Same content, three access strategies When we publish a new best practice guide, we typically put it up on Slideshare and make it available for free to anyone who finds it there or finds it on our blog. We also take that guide, put it behind a registration page, and promote it to all of our blog readers via a sidebar. Same content, available for free, in one place with just a click and another with your name and email address required. But it gets better. Our Productivity Manifesto is available for free with just a click, for free with registration, AND for $2.99 as a Kindle single. Are we crazy? Maybe, but there’s a method to this madness too. If someone is following us on Slideshare or reading our blog posts regularly, I don’t think I need to ask them for registration. They’re already a follower, probably getting our newsletter, so I don’t want to increase the number of gates between them and our content. For new blog readers (folks who find us via a Google search for a topic we’ve written about, or a retweet, or similar), they’re probably new to Heinz Marketing and our content. In that case, I think it’s fine to ask for light information in exchange for access to the content. And on Amazon.com, our strategy adjusts again to the environment. Kindle singles aren’t expensive to begin with, but we’ve had far more traction by charging $2.99 than when it was just a free download to the Kindle. Put a price tag on it, and there’s perceived value. And of course, most of our best practice guides are aggregations of recent blog posts on a particular topic. So, if you use the search function and have a few minutes, you can get all of that content for free. Or you can get it in 15 seconds with a quick, free registration. There are differences in value exchange that drive some of this, but also careful consideration of the context of the user, the relationship that likely already exists, and the benefit of adding or reducing barriers to access. Lots of grey area here, of course, but it’s working (at least for us). 11
  • 21. Compelling messaging isn’t enough It’s easy to get excited about how you’ve positioned your product, service or business. You’ve done your research, analyzed the target customer, and come up with a position that focuses on solving their problems. It gets right to the heart of what hurts, what they’re missing, and what they need. It’s compelling and you take it to market. And it fails. Why? Could be a number of reasons, but most “compelling” messages fail because they aren’t unique. Your messaging can’t be developed in a vacuum. Chances are, your competitors (as well as other, even complimentary companies addressing the same customer) have come up with the same messages, the same customer pain points, the same problems to be solved. So what makes you different? How do you approach the problem differently? How are you addressing a more specific or unique angle of the customer’s problem? In some cases, the mere fact that your solution works could be what makes you unique. Others boast, but we deliver. What makes your message both compelling and unique, the combination of those two, is what makes effective message development so difficult. It requires far more market insight, and ongoing vigilance as the market (and your customer) changes. How to write for lazy readers You may not consider yourself a lazy person. But, I’m willing to bet you’re a lazy reader. A scanner. You don’t read as many long-form, New Yorker-style articles as you used to. You don’t have the time. Or don’t take the time. Or just prefer content in more digestible formats. Despite the reason or root cause, our attention spans are shrinking and our consumption of content is following suit. How you write and present content—if you want today’s busy executives, decision makers and potential customers to read it—needs to reflect this as well. Your customers, prospects and readers are moving fast, scanning for clues of interest and relevance. The most important elements of your content 12
  • 22. should play to that—headlines, the first couple sentences, bullets and subheads and bolded key points. Think about the best used textbooks at the college bookstore. The ones where previous students have already gone through and highlighted the most important, salient points. Even if you write long, make it easy for readers to scan, get the main points, and get out. After writing your first draft, go back through and edit. Ruthlessly. Set a goal of cutting word count by at least 33 percent, if not more. Writing this way may not win you a literary award, but it will most certainly get your points across faster and more widespread. Five stages of effective content strategy implementation This installment outlines five key structural stages of effective content marketing implementation. Like most marketing programs, the vast majority of your time will be spent in execution mode. But without proper planning, your execution has far less of a chance of having the effect you desire. What’s more, ensuring that your plan covers each of the key elements or stages of the program is essential to maximizing success. Below are five stages of successful content marketing set out by Sirius last year. 1. Objective Seems basic and obvious, but the nuances of your specific objective or need for a particular piece of content (or content program) may change how you execute. For example, is your content intended to drive awareness and discovery, or something more specific and deeper within the sales process? Knowing what you need the content to do (i.e. what you want the audi-ence to think and act on after consuming your content) will drive clarity and precision through the rest of your program execution. Defining your objec-tive 13 up front will also ensure all internal constituents (especially between sales and marketing) are on the same page and agree on what you’re trying to accomplish. 2. Asset architecture Once you have the objective established (which also inherently directs who you are targeting and with what purpose), you can effectively choose the format and structure of the content itself. For example, what media should you use? If written, is it a blog post, a white paper, a transcript of a previous event, or something else? How and where should it be published and accessible? Will you require registration? How long will it be, and what
  • 23. will you request of (or offer) the recipient after consuming the content? How will you measure consumption, impact and conversion? Think through these and other structural questions before beginning to execute or even outline the key points to be made. Different formats and structures lend themselves to different angles and approaches to content. The better you’re able to match your objective and audience to the right format, the more productive the final product will be in delivering your desired outcome. 3. Execution With the first two steps above in place, you’re ready to execute. Set a clear production schedule with stages of review for key parties. Depending on the nature of the content program and product, consider including a customer review of the content before it’s finished as well, to make sure it resonates and “works” not just with internal reviewers but a potential peer of your intended end audience. Just as in product development, it’s easy to make adjustments, cut corners or otherwise change the original plan to get a final product out the door. But as you execute, ensure that you aren’t compromising the objectives and original needs of the content and program overall. 4. Measurement Because you included measurement in your inventory of asset architecture requirements, you won’t be scrambling during or after execution to figure out if your plan worked. With measurement structures in place, start reviewing the immediate and long-term impact of the content program. Does the output or result match your expectations and objectives? If you started with a limited test, have you seen enough to expand deeper into the market, to more of your opt-in list, or across the rest of your customer base? 5. Continuous improvement As you measure consumption and impact trends, look for ways to make your results even better. What are consumers of your content telling you explicitly and implicitly about its value? What feedback are you getting about how to make it more impactful? What have you learned from this particular content program that can impact previously-launched programs, but also make future programs more successful right out of the gate? Plenty of content programs get launched and quickly forgotten about. And if they continue to drive inbound traffic and/or leads, that may be okay. But there are often best practices discovered in later programs that could be applied to previous, now-passive programs to make them perform even better for you in the background. 14
  • 24. Six attributes of successful, lead generating content If you pull together some of the most successful, lead-generating examples of content across the B2B world, and looked for what they all had in common, I bet the following six attributes would be in place for most of them. It’s no guarantee that your content will go viral and generate buckets of qualified leads, but the more of these you nail the more likely your ongoing content development investments will pay off. 1. Brief The SEO experts say that a blog post should be more than 500 words, but less than 1,000. But viral content doesn’t have to match that format. In fact, some of the most viral content you’ll find is little more than a picture with a caption, or a short but powerful idea written well. When you write, look through your first draft and find entire sentences you can delete, that don’t really add to your main point. If you’re thinking about creating a three-minute video, make it two minutes or less. The more efficiently you can communicate your story or message, the more likely people are to read it and share it with others. This isn’t an attention span thing. It’s a we-are-all- busy-so-get-to-the-point thing. 2. Valuable Goes without saying, perhaps, but there’s a ton of content out there that is little more than an excuse to publish some keywords to get Google’s attention. Just because you achieve the magical five to eight percent keyword density doesn’t mean your content is compelling, or teaches your prospects something new, or compels them to want to share it with peers, colleagues and respective networks. Great content makes your audience think, then want to do something. Is your content that valuable? 3. Targeted Who are you talking to? What do they care about? What are they thinking about or struggling with right now, and how can you help them? You aren’t likely going to create content that appeals to everyone, and if you try it might just be too diluted that it doesn’t catch fire at all. If you’re going to go viral, do so with a targeted audience. If you’re writing for sales executives, create content that they can’t wait to share with their peers. Or they’ll want to share with their managers and/or board to better understand what they do. Worried that your content is too targeted? That probably means you aren’t creating enough content. If you have more than one audience you care about, generate enough diversity and volume of content to impact them all (vs. trying to talk to them all at once). 15
  • 25. 4. Broadly appealing You’d think this conflicts with the idea that you want content to be targeted, but there’s a difference between speaking to a unique audience, and speaking to so narrow of a topic that others won’t relate. Great content doesn’t catch fire if it’s written for one. And your initial audience won’t pass it along if they don’t think others will also find it valuable. So, yes, there’s a fine line between staying targeted and keeping content broadly appealing. 5. Unique Some of your best content ideas will come by consuming the content of others. But if you focus on writing or creating mostly reactions to what other people create, you’ll have already missed the boat based on someone else’s content that has already gone viral. What makes your content unique? Your voice? Your perspective? Can you take an opposing view on a popular topic? Sometimes content goes viral specifically with those who disagree with you. 6. Findable How are you seeding your new, great content so that others can find it? Are you sharing it in your social networks? Seeding it directly to influencers and other bloggers who already have large networks and will get the fire going for you? If you create a great PowerPoint slide deck, for example, have you posted it on Slideshare and added the right keywords to the description to help it get discovered? Findability, though last on this list, is at least as important as the quality and value of the content itself. There are far more attributes to great lead-generating content, of course. What criteria do you use when creating new content? What criteria do you notice present on the content you most often read, retweet and pass along. Seven requirements of a higher performing white paper Ten years ago, white papers were a minimum of ten pages, heavily footnoted, and quite formal documents. Today, they need not be so formal to be effective. You’ll find white papers in a variety of formats, lengths and styles. But most of them are intended to educate, nurture prospects, segment buyer from browsers, and drive a qualifying next step from those that are most interested in learning more. No matter how you approach, write and format your white paper, here are seven proven requirements that consistently drive greater performance measured by views, downloads, registrations and conversions. 16
  • 26. 1. Cover page It may be superficial and not tied to the quality of the inside content, but it’s extremely important. Your prospects will absolutely judge your book by its cover. When that white paper is promoted on sites like SlideShare, for example, browsers will choose their views and downloads based on what best appeals to them visually. Don’t let the cover be an afterthought. Get your creative team working on it well in advance of your expected publication date, and make it shine. 2. Topic and title I’m going to assume you’ve already chosen a topic that focuses less on your product, and more on the problems your customers face on a regular basis. White papers need to be educational to be effective. But a great topic with a boring title may still fall flat. Combine a compelling title with great cover art and you’re on your way to success. What makes for a good title? Numbers, for one. Titles that start with “Five tips to...” always perform better than “Best practices to...”. If you’re specific, the prospect or reader will assume you know what you’re talking about. Imply expertise, exclusivity, comprehensiveness, and unique insight. 3. Readability/scanability When’s the last time you sat down and read an entire white paper front to back? Exactly. Your readers are scanners too. They are going to read your white paper the same way they read most newsletters and blog posts. They’ll scan, look for subheadlines and bullet lists, trying to get the gist of the piece without having to read every word. Make sure you write and format your white paper with this in mind. 4. Light (if any) product integration This is not a brochure, and today’s white paper readers get skittish at the slightest scent of product promotion. Put a boilerplate and call to action at the end, in a shaded box so it’s clearly separate from the core content. Your readers will expect it, and will be more likely to appreciate and read it if you’ve delivered independent value through the rest of the paper. Ignoring your product message in the meat of the paper will often drive more readerships of your product message and summary at the end. 5. Call to action or next steps Never let a marketing and education tool like a white paper appear as a dead end. Always offer something else—the next white paper, a subscription to get alerts when new papers are published, a personalized assessment of the reader’s ability to achieve the benefits described in the paper, etc. If your 17
  • 27. paper is educational in nature, don’t go right for the close (and oftentimes that includes a demo offer, which may be reaching too far, too fast). But think carefully about what the reader may want or need next and be explicit about that offer (and don’t forget to track it). 6. White space This relates closely to readability, but is more about design than it is written format. Make sure your designers don’t try to cram as many words as possible into fewer pages. Space things out, liberally use images and visuals, use call-out quotes and statistics to call particular attention to your most important points. Separate a tightly-written executive summary up front, and consider some “brainstorming” questions at the end to get the prospect thinking about how the paper might particularly apply to their business. Liberal use of space in the design of white papers will increase its penetration and impact. 7. Repurposability Is your white paper the beginning and the end? Could the topic easily and quickly be turned into a webinar? Or short series of blogs? Or white paper “sequel” with proof of concept case studies? If you start to think about the white paper not as an isolated event but the start of a series of events anchored in the same content, you’ll exponentially increase the value of your idea with minimal incremental cost. What’s missing from this list? What elements of an effective white paper are requirements for your organization? Ten reasons why top 10 lists make great content They’ve been described as lazy. Cliché. An insult to good writing. Like ‘em or not, top 10 lists aren’t going anywhere. And the “list” format as a favored blog post and white paper format is becoming more popular than ever. Detractors blame the writers, but list-related content is just as popular (if not more so) with readers. Here are 10 reasons why top 10 lists make great content for writer and reader alike. 1. They’re easy to read Like it or not, low-attention-span readers like to read in chunks. We like our USA Today-style content, and top 10 lists fit into that format nicely. 2. They’re easy to skim In most cases, you can pretty much read the headlines (skipping the other text) and get the gist. In and out quickly. 18
  • 28. 3. Smart people use them regularly Guy Kawasaki formats all of his speeches in top 10 list format. David Letterman has made millions with them. It’s a proven format, which only adds to its acceptance and popularity. 4. They’re easier to tweet People like to retweet and share content that their followers will also read and enjoy. The shareability of top 10 lists is just higher, because the content is more consumable. 5. They’re faster to write Not always the case, and this is where detractors have a point that some writers can get lazy with top 10 lists. Good content is still good content, even if it’s formatted with bullets or shared in fewer words. But in general, busy bloggers often feel they can knock out list-based content more quickly (while enjoying the other benefits listed here). 6. Numbers in headlines always drive higher response It’s a proven fact in the direct-response world that numbers, specifics, drive greater response. Promising “10 reasons why...” will always drive better performance and clickthrough than “Top reasons why...” Many reasons for this, including the fact that a specific number (even if it’s a round number like 10) implies comprehensiveness and expertise. 7. Long-term traffic impact is higher Beyond the initial traffic bump of new content, top ten lists tend to drive higher long-tail traffic over time. The reasons they’re attractive today make them attractive to readers next week, next month, and so on. 8. They drive higher email response rates Many writers repurpose their content into newsletters, nurture marketing campaigns and more. Used in these and other formats, list-based content increases performance of the rest of your marketing. The list format, for example, plays just as well with webinars and white papers. 9. They imply breadth of insight and knowledge I referenced this in number six above, but it was worth calling out separately. Non-numbered lists can be seen as nebulous, or incomplete. A round number like ten still might be seen occasionally as arbitrary, but at least it’s specific and complete. Make it a top nine or top eleven list and you’ll imply even more precision and comprehensiveness. 19
  • 29. 10. They can easily be broken into multiple posts Depending on the depth of content, a top ten list could be broken into ten posts. Or two sets of five. Or expanded into an e-book (with examples, visuals, etc. for each point). Lists are easy to repurpose and extend for greater value. Eleven reasons your content marketing isn’t working While many companies are jumping onto the content marketing bandwagon (and for good reason), plenty are putting in the work and not seeing results. And although content development isn’t an instant ROI kind of channel, if you’ve been doing it for a while and really aren’t seeing inbound leads or qualified sales pipeline production, you may be doing something wrong. Here are eleven specific things we see most often in failing content marketing programs. 1. You write mostly about yourself Your content marketing program is different from your PR. This isn’t a place to brag about your latest features, awards or hiring achievements. Focus on your customer—what they care about, the problems they need to solve. Even if it doesn’t have to do directly with what you’re doing or solving, customer-centric content is always where you want to start to attract attention, interest and repeat visits. 2. You’re entirely reactive Creating opportunistic content—based on something that just happened in your industry—is always a good idea. But if that’s all you ever do, you’re missing an opportunity to drive specific themes and depth against topics your customers are particularly attracted to. What events are coming up in the next several months for your customers? What themes might be important to “own” in their minds over time? Build a strong content plan and editorial calendar to start with. You won’t always stick with it, but it’ll make more of your content more valuable and sticky. 3. You leave a bunch of dead ends If your prospects gets to the end of the blog post or video and has nothing left to do, they’ll leave. You don’t always have to ask the prospect to sign up for a demo or show interest in your product, but there should be something else for them to engage in. The next article in a series? A video going further into a particular problem? A best practice guide offering more content on the same topic? No dead ends. 20
  • 30. 4. Your copy is written entirely for SEO The SEO experts will tell you to add a certain keyword density for your targeted search phrases in your copy. They’ll tell you to write a certain length, with headers, and lots of other specifics. And they’re right. But if your copy is written entirely with SEO in mind, what you might end up with is choppy, hard to read, and something that fails to create a bond between you and the prospect. It might attract search traffic, but your conversion will suffer as a result. 5. You create it but don’t promote it Just because you create content doesn’t mean people will find it. Over time, the search engines may like what you’ve created and start pointing traffic to you. But until then you have to promote what you’ve created on your own. Use your social channels, your email lists, ask your team to add a link to their LinkedIn updates, etc. Feel free to get more aggressive with meatier pieces of content (white papers, for example). 6. You create but do not participate Please tell me you have comments turned on. And when someone comments, do you respond? Within reason, you should be the most active commenter on your own blog. The more you engage with your readers, the more they’ll want to come back to you again and again. Show that you’re willing to be an active member of the community, not just a one-sided “teller”. 7. Your content is too hard (or too easy) to get to Offering your prospects a ton of free content is a great way to attract more attention and visits. But you need to have premium, advanced content in parallel that requires a light registration. Conversely, you don’t want to gate all of your content just because you can. Prospects will happily register and give you their contact information if they already trust you. So find the right balance between free content and gated content. 8. Legal has to review and edit everything Not every legal department neuters content to death. But that’s not even the real point here. If everything you want to publish needs to go through a legal review process, it’s difficult to stay fresh. Want to lend your voice to a hot industry issue that just came up this morning? If you’re waiting for legal review, you might miss the boat. 21
  • 31. 9. Your content is boring I’m not even sure brochures and formal sales collateral should be written in a stuffy way. But most of us, when we start writing business content, start talking in a way that’s entirely different than how we’d address someone face to face. To sound familiar, to build trust and rapport, write the way you talk. Create content that makes you feel and sound human, like someone your prospect might enjoy spending time with. 10. You’re too hard to follow So I like what you’ve written. Your videos are awesome. Your perspective is always well represented. Do you make it easy to follow? Is it crystal clear how prospects can add your RSS feed to their reader, or follow you on one of your social channels? Amazing to me how many blogs make it really difficult to get notifications when new stuff is posted. 11. You don’t have objectives in the first place Why are you doing this? Is it about brand awareness? Is it purely lead generation? How will you measure success? This is the first question you should ask, and answer it regularly to ensure you’re getting the results you expect. Twelve keys to greater success and results Modify these tips as necessary for your company, culture and industry, but they generally represent a solid foundation of best practices for ensuring your content marketing efforts drive more value in terms of inbound traffic, new followers and qualified leads. Key Strategies: 1. Focus on customer needs and issues Minimize references to your product specifically and even your product category in general, in lieu of topics at the core of what early adopter target customers are facing. Great content focuses on people and their problems, not products. 2. Build for repurposing Create content that can be leveraged multiple ways, in multiple formats, to increase ROI from a core/smaller set of new content. 22
  • 32. 3. Crowdsource as much as possible Build a contribution team from inside and outside the company to develop both content ideas as well as final products, to minimize content creation costs. 4. Create and curate Leverage original content as well as content created by others shared through your social channels to drive interest, engagement and conversion from target prospects. 5. Perfect is the enemy of good Have a bias for action and publishing quality content quickly without worrying about extraneous polish. Key Tactics: 6. Editorial calendar planning Develop a detailed, week-to-week calendar of new and curated content across a set of common themes and target channels. 7. Resource identification Secure roster of contributors inside and outside the organization to create content, including commitment of at least one contribution per month. 8. Multi-media, multi-channel formats Diversify content across written, video, podcast, Slideshare and other formats to increase discoverability and engagement. 9. Contributed and curated content Establish daily programs to curate content into the blog and other social channels to increase network effect and followers. 10. Repurpose strategy and schedule Build repurposing of content into the editorial calendar (i.e. blog posts into white paper, webinar into blog series, etc.). 11. Blog and landing page conversion optimization Continually refine all content hosting sites and channels to increase lead capture rate on registration-required offers. 12. Tracking and reporting structure Build dashboard of key metrics to track growth of key measures of success (traffic, subscribers, lead conversions). 23
  • 33. How to (successfully) outsource content creation Whether you’re writing for your own blog, managing one for your organization, or are responsible for other multi-media channels of content, you don’t have to be in it alone. There are countless external resources that can contribute content for you, many at no cost. Here are six best practices that the most successful publishers and aggregators use to fill their channels with quality, traffic-generating and converting content. 1. Start with a plan Know explicitly what kind of content you need to successfully feed your target market with real value-added content. Base these content needs on your customer personas (you have these, right??) which enumerate the needs, problems and pains your customers currently face. Even if you have volunteer content contributors, don’t be afraid to ask them for specific content angles. They may appreciate the direction, and produce content for you faster than if they had to guess at something on their own. 2. Build an editorial calendar and start using a system Just like you would for a qualified sales opportunity, agree on a “close date” with the external contributor. Make sure it’s a date that’s reasonable for the contributor and follow up a few days in advance. There are several content management systems available on the market today to help you keep track of external content requests and commitments but a solid spreadsheet can do the trick as well. 3. Find more content creators (inside and outside the org) Expand how you think about who can contribute content for your program. Others in marketing may be your go-to, but what about those in product management, customer service or sales – who may have a unique and compelling perspective on the customer? What about partners, other industry bloggers, analysts or customers themselves? All of these groups could have a vested interest in investing time to create and share their content via your channels. 4. Expect slippage Know up front that external contributors might not adhere to your deadlines. Have enough of a pipeline of these contributors so that you’re expecting more content than you need, but getting enough to fill your calendar. Play the yield management game like an airline. 24
  • 34. 5. Invest time to edit and provide feedback. Your contributors will want feedback on what you need from them next time, how to make it better, and how to get more of their contributions accepted and published. Ensure their content works well, but avoid over editing in a way that might discourage contributors from participating again in the future. 6. Review, measure, adjust Over time, you’ll get a sense for which contributors are producing the best content, which draw the most attention, and what tends to drive not only the highest quality consumers of content but also the best conversions. Five keys to choosing a better tagline By Meghan Bardwell Choosing a tagline for your company or marketing campaign can be a beast of a project. It’s like taking an angry, fluffy cat and trying to shove it into a small box (I don’t know why you’d try, but I bet it’d be difficult). Or like choosing just one subject line to use for every single email you send out. In one short line, you need to define who your company is, as well as communicate how a customer will benefit from your services or product. Plus, you need to create a line that’s memorable. The last thing you want to do is blend in with your competitors. So, no pressure, right? Here are some simple steps to help you organize your thoughts and get the ideas flowing: 1. Clearly identify customer benefits What do you want your customers to get out of your product/services? Will their workforce productivity go up? Will your program help them measure sales results more effectively? Find what makes your product/ service a must have. 2. Determine why you’re different than the other guys Do you have faster delivery? Are your products absolutely dependable? Do you always complete projects on time? Find the characteristics that make you shine. 3. Brainstorm, brainstorm, brainstorm After you’ve defined customer benefits and how your company stands out from the rest, schedule time to brainstorm taglines. This is the time 25
  • 35. to find a quiet spot and write down any line that pops into your head. Seriously. Don’t judge your ideas yet—just try to get as many down as you can. Think of the craziest line that you’d never use in a million years; it just might spark another idea. Bouncing ideas off a partner can also be helpful. 4. Narrow down and refine At this point, you should have a long list of awesome to terrible ideas. NOW it’s time to critique. Cross out the taglines you hate. Circle the ones you like. When you’re done, find the best of the best and refine them. Take two ideas and marry them together. Keep in mind that it should communicate your customer benefits and/or unique characteristics in some way. If you have a couple great lines that you can’t decide between, get your coworkers’ feedback. Have a vote, and may the best line win. 5. Sit back and enjoy a (insert beverage of your choice) You’ve kept your brain hard at work trying to come up with a tagline, and finally have one that makes your company or campaign stand out from the pack. Now it’s time to reward your effort. Scotch, anyone? How to write subject lines that don’t suck By Erin Alvarez I’m on a lot of email lists. I’ve subscribed to newsletters, LinkedIn groups, and registered for a few webinars that have now resulted in a lot of daily email that I usually don’t have time to read. The first thing I do every morning is delete most of these without even opening them to see what they contain. Maybe the message or offer was great. But I didn’t read it because I couldn’t see any of the content in my reading pane because it was all html that needed to be downloaded. And I’m not going to do that unless the subject line made me want to click to open. Sound familiar? Most of us do this, so why aren’t we working harder on our own subject lines? Here’s a quick top five things to consider next time you hit “send.” 1. You talkin’ to me? Who is your reader and why should they care? Make sure you understand 26
  • 36. your audience. What is their language? Before we hit delete, we quickly scan for a message that will benefit ourselves, right? Know what interests your audience and play to that. Do they care about money, figures, events? Will they respond to humor or something clever? Don’t be afraid to be original. 2. You lost me at “FREE WEBINAR” Aren’t all webinars free? Another strategy that fails is “Reserve your seat!” webinars are not exclusive. We all know this. You’ve got about 50 characters to tell your reader what’s inside, so don’t waste it on information that doesn’t matter. 3. Who are you? Make the most of your From line. Personalization is great if your readers already know you. If they don’t, just use your company name in the subject line and you’ll also free up some space for your teaser message. 4. But what about me? Again, it’s not so much about you as it is about them. At least, if you want them to care about you, first make it about them. Asking a question forces the reader to briefly think about themselves and that might get you the few extra seconds you need before they hit delete. Want to learn how to crush your sales? Not Sales webinar on March 4th, Register now. Make the message about the reader. Sell your home for five percent above market. Not Our Real Estate Company is the best-find out why. 5. Protect your rep Don’t exaggerate or make false promises that don’t hold up to the content of your email. Your subject line is supposed to tell the reader what’s inside, not necessarily sell what’s inside. Over the top subject lines are about as trusted as a midnight infomercial. You wouldn’t read this, but do you send emails like it? It was bad enough when I got the original email below. It’s long, is clearly from a badly-executed mail-merge, and offers very little value to me, the recipient. Then I get it forwarded to me again, by the same guy, still asking for a referral to his “buyer” inside a company I haven’t worked at for eight years. Unfortunately, this approach (and similar flavors of it) are all too common. You probably get them regularly. But does your company send emails like this too? If so, and you’d also never respond to something like this, what makes you think it’ll be effective with your prospect list? 27
  • 37. Your buyers are incredibly busy. They hover over the “delete” button with a vengeance. You have to earn their attention (and this email example clearly isn’t doing the job well). The offending email (with identifiable information edited to protect the guilty) SUBJECT LINE: FWD: Follow up Request for Head of Field or Channel Sales @ COMPANY I WORKED FOR EIGHT YEARS AGO Hi Matt, I’m following up on my request for a referral to the Head of Field Sales, Business Development, and Channel Sales at COMPANY to discuss email below. Please kindly advise. Best, Bill —– Original Message —– From: to: Matt Heinz [matt@heinzmarketing.com] Date: Thu, April 12, 2012 2:28 PM Subject: RE: Referral Request to VP of Field Sales or Channel Sales @ COMPANY I WORKED FOR EIGHT YEARS AGO Hi Matt, I’m writing to request a referral to the VP of Field Sales, Business Development and Channel Sales and any other relevant stakeholders at COMPANY to discuss below email. As you know, the biggest challenge of managing a Direct Sales Force or Channel Partners, Resellers and VARs is consistent and predictable revenue generation. We know that they will fall into the “80-20 rule” (i.e. 80 percent of revenue is generated by 20 percent of Players/Partners—best case). We know how to solve the problem–make it easier for them to generate new customers! Here is how: 1. Provide a steady stream of Sales Ready Opportunities at the right target companies 28
  • 38. 2. Supply a steady stream of Qualified Executive Appointments— in key accounts 3. Deliver a steady stream of RFI/RFA/RFPs (Request for Information, Appointment and Proposals) 4. Help get referrals and expand network Sales Executives, VARs, Channel Partners and Resellers do not want to find new opportunities, they want to close deals. We can provide opportunities that they can close. In return, you get predictable and consistent revenue, new customers, more mind and wallet share from you Sales Team and Partners and you will eliminate the 80-20 paradigm. After 12 years of selling and business development efforts into the Global 5000, MY COMPANY has perfected a revolutionary prospecting system that generates the first and only breed of “Sales-Ready Opportunities” that produces: a) Opportunities 100 percent focused on predefined, high-profile, suitable companies b) Access to the key Decision Makers and Influencers c) 1000 percent more volume of sales-ready opportunities is produced than with traditional marketing business development campaigns d) Absolutely the best price/performance—we GUARANTEE results e) Increase average win rates and deal sizes by 120–155 percent; f) Shrink their sales cycles by 10–45 percent; g) Reduce cost of sales with our Cost-Per-Opportunity (CPO) Pricing Model while gaining over 500 percent ROI. I welcome the opportunity to discuss how we may help your organization and your partners produce the same results. I appreciate your referral to the most relevant executives in sales. A reply and cc: with their names would be best. Kindly Requested, Bill 29
  • 39. Ten common email marketing mistakes that kill your response rates Sometimes I wonder if it weren’t for the mistakes, how would we learn what not to do, and where/how to get better? Here are ten email marketing mistakes I see made most often. Some good lessons and reminders here! 1. Writing subject lines at the last minute All too often, marketers go several drafts deep on the body copy of an email, and forget the subject line completely. Then, at the last minute, someone writes a subject line without a lot of forethought about the audience, objective, or strategy. Of course, the subject line is THE most important part of the email. It’s the portal to get the rest of the email read. If this was direct mail, the subject line is the envelope! If you don’t get past it, everything else inside is wasted. 2. Unreadable without loading the images Most of us have a default setting in our inbox now that blocks images from loading until we say so. And images in email aren’t necessarily bad, unless they entirely block whatever message or call to action you’re offering. Have at least enough copy visible in your email without loading images so that the reader can get the gist of what you’re saying/offering, and opt to learn more by downloading images (if they’re necessary at all). 3. Call to action only at the very end It’s a progression that makes sense. Introduction, explanation, pay-off, offer. But many email readers are skimming, and looking for the “payoff” earlier than the end of the email. Instead, look for ways to incorporate links or offers to your call to action early in the email, and at least two to three times including at the end of your overall, nicely structured message. 4. Sending from a building or alias (instead of a person) Nothing lacks personality and intimacy than an email from “info@” or “sales@” or (worst of all) “donotreply@”. Nobody likes to get emails from an alias or building. It’s impersonal, and constrains your response rates. Gone are the days when you could also fabricate something on your direct mail piece. A quick Google search for whomever is in the “from” line will “out” you as a faker. Worst case, pick someone on your marketing or sales team to be the real person behind the sent emails. I often pick someone from the sales operations team, who likely will get responses and questions from a campaign anyway (from the recipients or from the sales team). 30
  • 40. 5. Trickery to drive open or click rates I’m not a big fan of the “fake forward”. Or subject lines that imply something urgent to get the open, then address something altogether different. Short-term trickery to drive top-of-funnel metrics will only constrain the conversion metrics you really care about, and damage your reputation and brand long-term. 6. Starting sentences with I and we (instead of you) Prospects don’t care about you. They care about themselves. So, stands to reason that they also don’t want to read about what you think of yourself. Or your company. Address them directly instead. Use “you” more often throughout your copy. Bring them directly into the message and offer. 7. Writing for yourself without thinking about the audience You know clearly what you (your sales team, and/or your company) want out of a particular campaign or email send. But what’s in it for the customer? What’s the context into which you’re sending the message? What circumstances are they likely to be working in when they get it? Understanding and addressing these situations head-on is a great way to create quicker rapport and response. 8. Using clear spam triggers in subject lines Seriously, this should be obvious, but it’s not. There are a growing number of keywords that smart email marketers simply avoid, and have avoided for years now. Do a quick Google search for “Spam keywords” and you’ll have this information at your fingertips forevermore. 9. No A/B testing What are you going to learn 48 hours after the send? You’ll have open and click rates, but compared to what? At minimum, test subject lines as often as possible. Several of the email service providers and marketing automation systems have embedded tools for A/B testing both in email and landing pages. Use them regularly. 10. No testing before the send Build a rigorous process by which you completely test emails about to go out to customers and prospects. Test that the content is correct, that it renders correctly, that it looks fine across the major email systems (especially Outlook and Gmail). There’s a reason why software developers devote so much time and resources to testing their products before they ship. Marketers shouldn’t operate any differently. 31
  • 41. How to get more people reading your blog Think you have great content and not enough readers? Beyond focusing on great content for your intended target audience, here are nine ways to get more people reading and following your blog. 1. Use your social networks Just because they’re following you elsewhere doesn’t mean they subscribe to your RSS feed, or know when you’ve written something new. Use tools such as dlvr.it to automatically add new blog posts to your designated social channels, with unique tracking URLs so you know which social networks are most effective at driving traffic. 2. Invite comments and reaction The most basic advice is to ask a question or two at the end of the post. Explicitly invite your readers to comment, let them know you want their opinion, and they’ll be more likely to come back again if they feel their own voices will be heard. In your social networks, be explicit that you’re looking for feedback on an idea or opinion. This may drive more traffic than simply sharing the headline and link. 3. Say something controversial No surprise that controversial content gets read and shared more often. Take a side, back it up with research and/or reasoning, and consider sharing the post directly with those who both agree with you and likely disagree. Those who agree will more likely share it with their friends and followers, and those who disagree may very well send their own followers to argue with you in the comments. But that’s what you want, right? 4. Write about and link to others who are likely to talk about it Don’t assume that others who care about the same topic are going to read your post or automatically find it in their Google Alerts and Alltop searches. Send them links, ask for their opinions, invite them to your comments. Target especially those who may have their own blogs, social networks with followers, or occasional aggregated news summaries of stories and opinions they particularly like. 5. Find others talking about the same topic and add a link back There’s nothing wrong with finding other content similar to yours (or at least on the same topic), offering a summary opinion in the comments section, and linking back to your own longer perspective on your blog. There’s a difference between blatantly fishing for links with a quick sentence 32
  • 42. and link-back, and a thoughtful response specifically to the third-party post and a contextual reference to your own piece. The first is spam, the second is participation. 6. Make following you easier Does your blog post template make it easy for readers to follow you? Is your RSS feed, social handles, and an invitation to subscribe via email prominent, ideally above the fold on the page? Make it easy and more likely that people will come back again. 7. Repurpose and cross sell Take your really good content and publish it in multiple formats. Turn a great blog post (or series of related blog posts) into a webinar, video or best practices guide. These can be shared on a variety of additional channels— Vimeo, YouTube, SlideShare and more—to tap into a whole new audience for your blog. 8. Tell the aggregators you’re there In every industry and niche, there are publishers who focus on curation of other great content from across the web. Find these curators and make sure they know about you. Register your site on Alltop, submit it to newsletter editors, and otherwise build relationships with the online curators who represent a significant channel of new readers on an ongoing basis. 9. Be patient This stuff doesn’t all work all of the time, and it doesn’t happen all at once. The most important thing you can do is continue to produce great content. The rest will work itself out. 33
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  • 46. Marketing is about people and problems, not products I have a problem with the whole idea of “product marketing”. Not the function, but the title. Nobody really markets the product and does it successfully, because your buyers don’t care about the product. Successful marketing focuses on the people using the product - their needs, their priorities, and their pain. The more you understand the people and their problems, the more likely you’re going to build the right product in the first place. And if you follow that chain (people, problems, then product) you’re in a far better position to create interest, preference and closed business. Too many marketers today take the product or service in front of them and build their marketing by describing it. What it does, how it works. Features, and benefits of those features. But that’s not what your customers want to hear, nor what they want to buy. Narrow your focus on an audience that has a need. Focus on people and problems, either before or (even better) at the expense of talking about the product. If your prospect believes that you understand them, their problems and where they’re interested in going, you’ll earn the opportunity to talk about the product. And when you do, that conversation will already be in the right context to compel the sale. The five jobs of an effective marketing campaign We marketers have completely screwed up the definition of “campaign”. Presidential politics? Now that’s a campaign! Barely a month after the election and pundits from both sides of the aisle were already talking about who might win in 2016. And the candidates who think they have a chance are already building their organizations, their strategies and their tactical plans. That, my friends, is a campaign. The email you’re sending next Tuesday? That is not a campaign. 37
  • 47. Effective marketing campaigns mobilize your target audience towards an end goal. It starts with reputation building and awareness, moves to demand generation and sales enablement, then finishes with conversion and actualization for the customer. Yes, this is a lot more work than Tuesday’s email. Yes, this kind of campaign will take a lot of planning and months to execute. But that, in part, is the point. The more thoughtful we are about the message we want the market to hear, about how we want them to react to that message, how it differentiates from competitors and drives preference for your business, product or services—that’s where the true value of campaign development and execution comes. I really liked how SiriusDecisions framed the five jobs of an effective marketing campaign at their summit last year. In summary, they said a successful campaign must do the following: 1. Seed 2. Create 3. Nurture 4. Enable 5. Accelerate Put together, effective marketing campaigns seed demand that is created and nurtured by a demand center and/or field marketing, with an end result that is enabled by sales and the customer onboarding program and accelerated by communicating that success with the remainder of the market and through existing customers to drive referrals, renewals and repeat business. Shifting from tactical, siloed campaigns to this type of comprehensive campaign approach isn’t going to be easy for most marketing organizations, especially those working without a long-term marketing plan or product/ market focus. But look for ways to take your current email sends, paid search efforts and other marketing channels and incorporate more of the five jobs listed above. The more effectively you can incorporate them, the greater long-term 38 success you’re likely to see from finite efforts in the first place.
  • 48. How to choose the right database list source provider By Brian Hansford Database intelligence and list source providers are everywhere. They play an important role in an overall data management strategy. Even with ongoing inbound contact capture efforts from websites, social media, and events like trade shows, it makes sense to occasionally add fresh contacts from a reputable source. The problem is filtering through the plethora of list providers to find the right fit for your requirements. Each vendor comes with their own set of advantages and potential problems. Here are some of the criteria points I recommend when selecting a list and a data source provider. 1. Define the data standard Every list or set of data records you purchase should meet a data standard defined for your organization. (If you don’t have a data standard, you need one NOW!) For example, a minimum percentage of your marketing automation database should have record completeness with all of this information: sIRSTANDLASTNAME s4ITLE s0HONE s%MAIL s3TREETADDRESS s#ITY
  • 49. STATE
  • 50. POSTALCODE s2EVENUES s.UMBEROFEMPLOYEES s7EBSITE52, You can measure your marketing automation platform to determine the level of complete records. Incomplete and outdated records make your database ineffective. 2. Who is the company providing you with data and information list services? Don’t buy a list or database from anyone that doesn’t have a list of reputable clients and does not have a major base of operations in North America. And absolutely don’t buy a list from an offshore list provider with sweatshop web scrapers. A vendor with a cheap list may give you three to ten times as many contacts as a name-brand shop. The initial savings will end up causing pain and costing you more in the long run. 39
  • 51. 3. Quality information Even the best data has a limited shelf life and needs continual maintenance and care. In 2011 the US Department of Labor reported that over 11 million people changed jobs. The best vendors actively maintain their data assets to keep up with the massive changes from people continually moving and shifting where they work and what they do. If the data sets you receive don’t meet quality expectations, those vendors will work to fix the situation by analyzing what happened and providing replacement contacts. Cheap vendors employ sweatshops and web scrapers to pull and identify basic company contact information. This information is ultimately worthless if you do not have reliable contact information including verified email and phone numbers. The best data solution providers can build a data set that meets your data standard and segmentation criteria. 4. Contact-ability Does your vendor test and maintain the quality of the database contacts for accurate contact information? Do they verify email and phone numbers regularly? Do they filter out spam traps that can put your organization’s reputation and sender score at risk? If so, how do they manage their updates? If your vendor doesn’t have a QA program, or gives you a flaky answer, that’s a negative sign. Your preferred vendors will provide you with the best information services that avoid spam traps. 5. Vertical industry expertise Some vendors specialize in certain industries like healthcare and B2B tech, and human resources. It pays to conduct research on vendors who specialize in the areas you are targeting. 6. Data enrichment services Vendors who only provide contact lists will come and go but never really be viable data business partners. The best data and information vendors provide detailed contact information, and in some cases information about planned business initiatives. The best vendors can also test your existing database to ensure duplicates records are not purchased with a new data set. Quality vendors also assess the state of your current data health and provide recommendations and tools for how to maintain data health. Even better, these vendors will have tools that integrate with your existing marketing automation and CRM platforms. 40
  • 52. 7. Service I personally refuse to work with vendors who have poor service, regardless of how good they claim their data products are. I fully expect phone calls will be returned in a timely manner, as well as emails. If we have questions or problems with data services we receive, it’s critical for our clients that we have some investigation and resolution. We want data and information service providers that have the same focus on client success as we do. Companies that focus on transactions are merely commodities and easy to replace. 8. Diversification Strong data services partners work the best when combined with organic inbound list building. Don’t rely on a vendor or a series of vendors to be your only source of contacts. Combine the effort with submission forms on your websites, event registrations, newsletter subscriptions, and even social media. Report: Analyzing 62 million web site visits for B2B marketing best practices 62 million visits. 350,000 leads. More than 600 B2B sites. That’s a lot of data. Pull together a report based on what it says about marketing best practices—what channels are working, which lead sources work best, which social channels are most important, etc.—and we’re talking some seriously valuable insights for B2B companies and marketers of all shapes and sizes. Having access to that data, of course, is the hard part. Unless you happen to operate the web and marketing systems for those 600+ B2B companies. That’s where Optify comes in. I highly recommend downloading a copy of their 2012 B2B Marketing Benchmark Report. Lots of great best practices, some which you’d expect but plenty more that were surprising and counter-intuitive 41 to me. I asked Doug Wheeler, CMO for Optify, to help me dig into more detail on some of the report’s findings. What are some best practices that led to some B2B companies seeing even higher conversion rates via email than the industry average in the report, which was itself far higher than other channels?
  • 53. These companies focused on executing digital marketing programs (e.g. search engine optimization, content marketing and social media) with highly targeted messaging and landing pages to generate ‘opt-in’ prospect responses. Then, used email to nurture their list with direct relevant offers until they received a conversion response. Social media is still a surprisingly small contributor of leads and traffic to B2B sites. What percent of traffic do you think that could reach at “maturity”, and which channels do you believe will be most relevant to B2B marketers? It’s true that in our study traffic from social media was five percent or less. Our surprise was that of that five percent the leads generated were heavily slanted towards Twitter over Facebook and LinkedIn. In fact, Twitter converted nine to one over the other two social media powerhouses. As these digital channels mature for B2B purposes, it will greatly depend on the marketing mix of the company and its target audience. Despite the buzz and pressure to dive into social media marketing, marketers should fully develop their buyer persona(s) to discover the online behavior of their target audience. I would expect to see the LinkedIn platform deliver lower volume than Facebook, but considerably more focused and valuable leads. Remember, the conversion percent is important, but in the end the actual sales price (ASP) of your product and your customer acquisition cost (CAC) determine which of these social media channels delivers the best return. Not surprising to see paid search conversions below two percent, but it was somewhat surprising to see social media conversions less than one percent. How do B2B marketers improve this? Better content, better targeting, other? Yes, the somewhat dismal performance of social media was a surprise. Clearly, focused high-value content combined with one-to-one communications helps make sure you are getting the most from your programs. You’ve addressed the opportunity for marketers with “not provided” search traffic, can you quickly summarize that and give a couple tips for how marketers can increase traffic and conversions from this? In summary, Google has decided that any customer logged into a Google product has the right to customer privacy. Therefore, any customer logged in to Gmail, browser or any other Google product will have their keyword search information blocked and Google returns ‘not provided’. This is now over 40 percent of the traffic to B2B customer sites. Take your cues from 42
  • 54. any paid search programs you may have—this does make the assumption that it’s equivalent traffic for paid vs. non paid. In addition, treat all branded traffic as ‘precious’. These are people that entered your company/product name—there’s a reason! Bing traffic clearly still pales in comparison to Google, but conversion rates and time on site were materially higher for Bing. Why do you think that is? Although there is clearly less traffic from Bing, the higher conversion rate may be due to the recent social features they are integrating into their search results. The Facebook data that’s integrated into Bing search shows more relevant results to the searcher due to social indicators from the searcher’s own social network. This provides more confidence since the results are from a referral rather than just the search algorithm. With more confidence in the results, once a searcher clicks through to a webpage there is a higher likelihood that the searcher will stay longer and convert more often. How to rank on Google without knowing anything about SEO I don’t consider myself a deep SEO expert and I know many marketers (let alone business owners) feel completely lost when they try to read about title tags, canonical links and more. But you really don’t need to understand SEO to rank well on Google. Sure, you can employ the latest SEO strategies and hire a great consultant or firm to help you get and stay at the top of Google. But many of Google’s latest, most significant updates boil down to one thing—relevance. And that means by focusing on a few simple, common sense things, you can find your content ranking and staying high on Google (and driving you some great traffic) without knowing much if anything about SEO. For example: Focus on great content Produce content regularly that your customers care about. Write, produce videos, get others to guest-create content for you. Make good content and watch what people react to. It’s more complicated than that, of course, but it’s also really that simple. Don’t worry as much about all the tools It definitely pays to use tools such as Wordtracker, Optify and others to scientifically choose the right keywords to use in your posts, as well as ensure your “keyword density” is at the right ratios. But if you don’t have 43
  • 55. time or don’t have access, keep one thing in mind. Focus on topics related to customer pain, problems, outcomes and objectives. Create less content about solutions directly. Most of your competitors are writing content about their solutions and those “most desirable” keywords. Fewer are creating content about the originating context your customers start with, and the outcomes they’re seeking. But these are the keywords your customers use most often. Listen to your customers What are they talking about? What topics are showing up more often on the discussion forums and conference agendas? These topics are more likely to be relevant right now. Create content for these topics before others get there, and as search volume increases you’re more likely to get a greater share of the traffic. Look at your data Notice any themes? Do you get more traffic or retweets when you write about one theme vs. another? Do certain posts generate a little less traffic but better quality visits and higher conversions via your lead forms? As you produce more and more content, your metrics will be a proxy of what’s working and what you should continue to create more of. Look at your competitors There are two ways to approach this. One, use their editorial calendar (implied based on what they’re creating themselves) to draft off of what’s working. Two, based on your insights from the above efforts, hit ‘em where they ain’t. Focus on your social relationships Social and SEO are becoming more and more intertwined. So it’s more important now than ever before to increase your social activity and following, but also increase interaction between your social networks and your content. Find those with high-influence followers and high Klout scores, and focus on driving more engagement with them. 44
  • 56. Six secrets to A/B testing success By Bailie Losleben Sending nurturing emails, running Google Adwords campaigns, and providing great content pieces are a great way to get new clients—but it’s only half the battle. In order to get your B2B marketing campaigns generating leads you have to test, and test, and test some more. Luckily, with a little structure, optimizing all of your campaigns can be easy and eye opening. Here are six tips for testing success. 1. Keep it simple Trying to test too many variables at once is like trying to figure out the source of your indigestion while chowing down at an all you can eat buffet. You have to take your time, test one variable at a time (or at least in isolation) to really know what your audience is responding to. 2. Organized testing Keep an active record of everything you are currently testing and everything you plan to test in the future. This can easily be achieved through a simple spreadsheet: record the results of the tests, what exactly was tested, the winning version and what the next steps are. This will not only help you make sound decisions, but will help you more easily optimize future campaigns. 3. Use noticeable CTAs The call to action in any marketing material should be obvious, and strategically placed where the eye naturally lands. Play around with the CTA: change the color, the language, the font. All of this can make a big difference in your test results. 4. Color and style make a difference Believe it or not, some of the biggest changes in performance come from a simple color change. Try changing the colors of the CTA’s, headers, graphics etc. Try testing product images vs stock photos- a simple image change can have dramatically different results. 5. Test for your audience What works for one target audience will not work for all. Even a new product will probably require different marketing efforts than older products. 6. Test everything s(EADLINES#ONTENT
  • 64. Layout best practices for effective B2B web sites There are some fantastic web site designers and developers out there, but few who really understand how to build a B2B web site. Effective design and look/feel is important, but there are several layout and back-end requirements that make a successful B2B web site perform well from day one. Here are several front-end and back-end recommendations for B2B web sites. Front End: s5SEANARROW
  • 67. Concur.com and Salesforce.com for good examples of this). sOCUSONOUTCOMEBENElTSTATEMENTSINAPRIMARYABOVE THE FOLD message box (rotating panels are okay if they’re easy to change and control/reverse/etc, plus as long as you can track click rates for each panel individually to see which message or offer performs best. s)NCLUDEAFEWCALLSTOACTIONABOVETHEFOLDANDONTHERIGHTBOTTOMOR right side (see Eloqua.com and Salesforce.com for good examples of this) s)NCLUDESOCIALBUTTONSONTHEBOTTOMRIGHT
  • 68. ANDMAKETHEMSTANDOUT (LexisNexis.com has a good example of this). sELOWTHEFOLD
  • 69. FEATURETHREEORFOURMODULESTHATGODEEPERINTOSPECIlC solutions, summary of blog post headlines, of primary benefit statements (DocuSign.com has a good example of this). s)NCLUDEAHORIZONTALCUSTOMERLOGOBARPROMINENTCOMPANIESUSING you—DocuSign.com has a good example of this). s)NCLUDEANEXTENSIVE
  • 70. TEXT BASEDSITEMAPFEATUREATTHEBOTTOMOFTHEPAGE making it easy for visitors to navigate quickly to remaining site features (box.com, IBM.com and Concur.com have good examples of this). Back End: s'OOGLE!NALYTICSISTABLESTAKES s)NCLUDEWEBVISITORINTELLIGENCECODEFROM,OOPFUSEFREE ORTRIALSOFTWARE from Optify or Hubspot so you can get better intelligence on what site visitors are doing, and where they’re from. s)FYOUGETTHE/PTIFYOR(UBSPOTTRIAL
  • 71. CONSIDERTESTINGTHEIRLEADSCORING tools and generating alerts/lead assignments when prospects do certain activities that demonstrate near-term buying interest. s#ONSIDER$EMANDBASEFORREAL TIMEMESSAGECUSTOMIZATIONBASEDON which company or individual is visiting the page (this might be a more advanced feature to add later). 46
  • 72. Easy tactics to build brand, get referrals, and drive customer relations This is a relatively easy way to drive some viral marketing and get your customers (and employees) involved. Print some unique t-shirts that prominently feature your logo or brand. Give them to all employees, and ship them to customers. Then, tell them to get out there and start taking pictures. Feature the best photos on your web site, your blog, and your social channels. Create contests for the most creative use of the t-shirt, the farthest away from your headquarters, the most unique location. Incorporate them into scavenger hunts (especially at your user conferences). Make one day every week “YOUR BRAND HERE t-shirt day”. Encourage employees and customers to wear their t-shirts that day and send pictures. Growing up in a suburb of San Francisco, a local Wilderness Supply shop did something very similar. They featured these distinctive green bags they would use to send you home with whatever you bought. And their back wall was covered in photos of their customers proudly holding up their green Wilderness Supply bags all over the world—on mountaintops, in remote areas, at the North and South poles, at the bottom of the ocean and more. It’s fun, it’ll get people involved, it’ll spark new ideas and creativity, and I can measurably drive referrals and new business as well. Eight ways to make your webinar more compelling If you thought last year was the year of the webinar, wait till you see this year. More and more companies are discovering the power of webinars as educational, thought leadership and lead generation tools. And that means you’re likely going to be inundated even more in 2014 with webinar offers. As a marketer, this doesn’t mean you should pull webinars from your marketing mix. Far from it, as they can still be incredibly powerful, foundational tools. You just need to execute better. Below are eight ways to make your webinars more compelling, help them stand out from the crowd, and increase their power to attract and convert prospects into followers, opportunities and closed business. 47
  • 73. 1. Choose a narrower target audience If you’re trying to get as many attendees as humanly possible, you might be shooting for too wide of an audience. Narrowing your focus to a more specific target audience will help you hone the message, value proposition and appeal of the event more specifically to a particular group of prospects, decision-makers and/or influencers. Focus on quality of content and audience, and not always the highest possible registration volume. 2. Solve problems vs. describing products Unless you’ve promoted it specifically as a demo event, don’t waste time describing or promoting your product. Your company or product can be a sponsor of the event, but use the webinar to address and solve problems your customers have. Help them think differently about something they already struggle with. If you’re trying to introduce a solution, you might be doing so out of context or too early, when the prospect doesn’t yet understand or respect its ability to solve their problems. 3. Make your points more immediately actionable and tactical We’re all busy people, and have tons to get done. So if your webinar can help me get those things done, I’m all ears. But that typically means they need to focus on content that’s very actionable and tactical, including best practices that can immediately—right now—help me do my job better. Leave the theoretical discussions for another event. The more actionable your webinar, the more attractive it will be for busy prospects. 4. Make it really clear what people will learn Every good webinar description needs a clear, short “you will learn” section. Ideally, this is a bullet list at least three or four points long. It should enumerate some specific, actionable things people will take away by attending. This is tactical but critical. Scanners won’t read your two-paragraph 48 warm-up copy. They want to know, quickly, what they’ll get out of it. If your bullet list passes the sniff test, they’ll register. 5. Tease the reader with quality, pre-event content If your webinar will feature a prominent expert, author or speaker, why not publish a short QA with that presenter on your blog a week or so beforehand? If you’re going to feature a top ten list of tips to do X, why not feature the first couple on your blog as well? Think about how you can use your additional content, social and marketing channels to share snippets of content relative to the presentation, and drive additional demand, interest and registrations.
  • 74. 6. Create an extra incentive or offer to attend live Is there something you could make available only to those who attend live? Something like an extra white paper or free research report or e-copy of the speaker’s book? Something of value without a ton of incremental hard cost to you, but makes it that much more likely someone will 1) register, and 2) actually show up. 7. Build the presentation for skimmers We all do it. Attend webinars while multi-tasking with something else. We listen, sort of, while checking email or flipping through RSS feeds. We aren’t going to change this behavior, so we might as well optimize our webinars to accommodate. So if you take too long to make a point, those multi-tasking might miss it. But if you format and present your content with skimmers in mind (think top ten lists, highlighted subsections, well-formatted and clear divisions between points), you’re more likely to get the point across to more people. And, bonus, skimmer-focused webinar content typically works much better for subsequent, on-demand viewers of the recording. 8. Have a plan for takeaways Think beyond just a copy of the deck and recording. Could you summarize your main points in a one-page PDF? Create a checklist of to-dos and action items out of the event? For attendees and non-attendees alike, make it easy to distribute, pass along and digest the content in shorter, more efficient formats. 49