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My	
  name	
  is	
  Walt	
  Boyes.	
  I	
  am	
  Editor	
  in	
  Chief	
  of	
  Control	
  and	
  
ControlGlobal.com,	
  and	
  a	
  principal	
  of	
  Spitzer	
  and	
  Boyes	
  
LLC.	
  In	
  both	
  endeavors,	
  I	
  am	
  con@nuously	
  involved	
  in	
  the	
  
uses	
  and	
  misuses	
  of	
  public	
  rela@ons.	
  I	
  have	
  been	
  either	
  
doing	
  public	
  rela@ons	
  and	
  marke@ng	
  or	
  having	
  them	
  done	
  
to	
  me	
  for	
  nearly	
  forty	
  years	
  now.	
  I’ve	
  seen	
  many	
  changes,	
  
but	
  not	
  so	
  many	
  as	
  I	
  have	
  seen	
  in	
  just	
  the	
  last	
  decade.	
  We	
  
are	
  going	
  to	
  wade	
  through	
  the	
  landscape	
  of	
  
communica@ons	
  and	
  try	
  to	
  see	
  what	
  the	
  current	
  best	
  
prac@ces	
  are.	
  
	
  
Some	
  of	
  those	
  have	
  not	
  changed	
  in	
  decades.	
  Some	
  are	
  as	
  
new	
  as	
  your	
  last	
  Tweet.	
  	
  	
  
Did	
  you	
  ever	
  ask	
  yourself	
  why	
  automa@on	
  
companies,	
  integrators	
  and	
  manufacturers	
  
alike,	
  don’t	
  do	
  PR?	
  	
  Is	
  the	
  answer	
  simply	
  that	
  
the	
  management	
  staff	
  doesn’t	
  understand	
  
what	
  it	
  is,	
  what	
  it	
  is	
  for?	
  	
  Do	
  you	
  understand	
  
what	
  Public	
  Rela@ons	
  is?	
  	
  Do	
  you	
  understand	
  
what	
  it	
  is	
  for?	
  	
  Public	
  Rela@ons,	
  PR,	
  is	
  a	
  
fundamental	
  part	
  of	
  any	
  integrated	
  marke@ng	
  
program…any	
  integrated	
  marke@ng	
  
communica@ons	
  program…any	
  branding	
  
program.	
  	
  PR	
  is	
  about	
  communica@on	
  and	
  
communica@ng.	
  	
  We’ll	
  talk	
  about	
  the	
  ways	
  PR	
  
is	
  ESSENTIAL	
  in	
  the	
  automa@on	
  market.	
  
Public	
  Rela@ons	
  is	
  the	
  art	
  and	
  prac@ce	
  of	
  
communica@on	
  in	
  a	
  structured	
  way.	
  	
  The	
  
purpose	
  of	
  public	
  rela@ons	
  is	
  to	
  create	
  the	
  
desired	
  effect	
  in	
  the	
  minds	
  of	
  the	
  recipients.	
  	
  
So	
  what	
  does	
  this	
  really	
  mean?	
  	
  PR	
  
prac@@oners	
  typically	
  are	
  aPemp@ng	
  to	
  
present	
  a	
  concept,	
  an	
  idea,	
  or	
  a	
  series	
  of	
  
ideas,	
  like	
  the	
  values	
  a	
  corpora@on	
  
represents…in	
  a	
  way	
  that	
  is	
  structured	
  to:	
  
1. Cause	
  belief	
  
2. S@mulate	
  ac@on	
  
3. Add	
  value	
  
Display	
  adver@sing	
  is	
  designed	
  to	
  cause	
  an	
  
ac@on:	
  	
  calling	
  an	
  800-­‐number,	
  reques@ng	
  
informa@on	
  from	
  a	
  website,	
  calling	
  a	
  
salesperson.	
  	
  Public	
  rela@ons	
  is	
  a	
  bit	
  more	
  
general	
  than	
  that.	
  	
  Public	
  rela@ons	
  is	
  simply	
  
about	
  crea@ng	
  posi@ve	
  “buzz”	
  in	
  a	
  structured	
  
way,	
  around	
  an	
  idea.	
  	
  In	
  essence,	
  a	
  public	
  
rela@ons	
  campaign	
  is	
  aimed	
  at	
  all	
  of	
  the	
  
stakeholders	
  of	
  an	
  enterprise,	
  while	
  
adver@sing	
  is	
  aimed	
  directly	
  at	
  customers.	
  	
  PR	
  
serves	
  analysts,	
  customers,	
  shareholders,	
  
media,	
  and	
  all	
  of	
  the	
  other	
  en@@es	
  with	
  an	
  
interest	
  in	
  the	
  enterprise	
  as	
  a	
  whole.	
  
There	
  is	
  a	
  concept	
  known	
  as	
  the	
  “marke@ng	
  
mix.”	
  	
  It	
  is	
  all	
  of	
  the	
  tools	
  and	
  strategies	
  an	
  
enterprise	
  uses	
  to	
  communicate	
  its	
  values,	
  its	
  
products,	
  its	
  services	
  to	
  the	
  public	
  and	
  to	
  
customers.	
  	
  The	
  marke@ng	
  mix	
  includes	
  display	
  
adver@sing,	
  tradeshow	
  par@cipa@on,	
  direct	
  
marke@ng,	
  field	
  sales,	
  online	
  marke@ng,	
  and	
  
public	
  rela@ons.	
  	
  Public	
  rela@ons	
  is	
  an	
  integral	
  
part	
  of	
  the	
  marke@ng	
  mix.	
  	
  
	
  
In	
  fact,	
  it	
  is	
  the	
  glue	
  that	
  holds	
  the	
  mix	
  together.	
  
Most	
  enterprises	
  do	
  public	
  rela@ons,	
  they	
  just	
  do	
  
it	
  unconsciously,	
  and	
  therefore	
  they	
  do	
  it	
  poorly.	
  	
  
The	
  topics	
  we’ll	
  cover	
  in	
  this	
  seminar	
  are	
  
designed	
  to	
  show	
  you	
  how	
  to	
  do	
  it	
  well.	
  
The	
  six	
  basic	
  func@ons	
  of	
  PR	
  in	
  the	
  industrial	
  
enterprise	
  are	
  talking	
  to	
  the	
  media,	
  product	
  
marke@ng	
  issues	
  like	
  new	
  product	
  
introduc@ons	
  and	
  new	
  product	
  releases,	
  
par@cipa@on	
  in	
  tradeshows,	
  symposia	
  and	
  
forums,	
  gaining	
  editorial	
  coverage,	
  
communica@ng	
  with	
  all	
  of	
  the	
  stakeholders	
  of	
  
your	
  company,	
  and	
  crisis	
  management.	
  	
  There	
  
is	
  a	
  seventh	
  func@on,	
  sort	
  of	
  a	
  metafunc@on,	
  
that	
  is	
  composed	
  of	
  all	
  six,	
  plus	
  some	
  extra…
and	
  that	
  func@on	
  is	
  management	
  and	
  
conserva@on	
  of	
  your	
  brand.	
  
Customer	
  empowerment…employee	
  
empowerment…the	
  Internet	
  and	
  the	
  social	
  
media	
  from	
  email	
  to	
  TwiPer	
  have	
  made	
  it	
  
necessary	
  for	
  even	
  integrators	
  to	
  know	
  how	
  to	
  
direct,	
  not	
  control,	
  the	
  message	
  they	
  want	
  to	
  
present	
  to	
  the	
  public,	
  their	
  customers,	
  and	
  
their	
  employees	
  and	
  suppliers.	
  It	
  maPers	
  what	
  
you	
  say,	
  and	
  it	
  maPers	
  what	
  everyone	
  else	
  
says.	
  Just	
  google	
  
www.insertnameofcompanysucks.com	
  
And	
  you’ll	
  see	
  what	
  I	
  mean.	
  
You	
  don’t	
  have	
  products,	
  do	
  you?	
  	
  
Of	
  course	
  you	
  do,	
  even	
  if	
  you	
  are	
  just	
  an	
  
integrator	
  and	
  it	
  is	
  only	
  a	
  proprietary	
  template	
  
or	
  two.	
  	
  
One	
  of	
  the	
  products	
  you	
  have	
  is	
  the	
  reputa@on	
  
of	
  your	
  work-­‐products.	
  Bet	
  you	
  don’t	
  really	
  
see	
  that	
  as	
  a	
  product	
  of	
  itself.	
  
You	
  can	
  use	
  the	
  same	
  skills	
  PR	
  brings	
  to	
  
vendors	
  and	
  big	
  customers	
  to	
  gain	
  benefit	
  for	
  
your	
  products,	
  your	
  reputa@on,	
  and	
  your	
  
ability	
  to	
  aPract	
  and	
  keep	
  customers,	
  
regardless	
  of	
  how	
  small	
  a	
  company	
  you	
  are.	
  
Trade	
  shows	
  aren’t	
  dead.	
  They	
  are	
  undergoing	
  a	
  sea	
  
change.	
  As	
  the	
  big	
  old	
  ones	
  die,	
  new	
  trade	
  shows	
  are	
  
born,	
  more	
  targeted,	
  more	
  effec@ve.	
  But	
  how	
  you	
  do	
  at	
  a	
  
trade	
  show	
  depends	
  nearly	
  en@rely	
  on	
  you,	
  not	
  on	
  the	
  
trade	
  show	
  management.	
  	
  
	
  
At	
  a	
  trade	
  show,	
  you	
  can	
  kill	
  several	
  birds	
  with	
  the	
  same	
  
stone.	
  Your	
  customers	
  can	
  aPend,	
  your	
  suppliers	
  and	
  
vendor	
  partners	
  will	
  aPend.	
  Use	
  a	
  tradeshow,	
  even	
  when	
  
you	
  aren’t	
  exhibi@ng.	
  Schedule	
  visits	
  to	
  your	
  vendor	
  
partners.	
  And	
  above	
  all,	
  schedule	
  visits	
  with	
  your	
  
customers.	
  Invite	
  them	
  to	
  the	
  show.	
  Make	
  sure	
  you	
  have	
  
something	
  to	
  show	
  them	
  that’s	
  interes@ng	
  and	
  new.	
  This	
  
can	
  be	
  incredibly	
  lucra@ve.	
  You	
  can	
  get	
  a	
  customer	
  to	
  
meet	
  with	
  you	
  away	
  from	
  all	
  office	
  distrac@ons.	
  What’s	
  
that	
  worth	
  to	
  you?	
  
	
  
	
  Don’t	
  just	
  go	
  to	
  a	
  tradeshow	
  and	
  wander	
  around	
  
aimlessly.	
  
Editorial	
  coverage,	
  I	
  can	
  assure	
  you,	
  is	
  
wonderful–	
  especially	
  because	
  it	
  is	
  cheap	
  (but	
  
it	
  is	
  not	
  free–	
  you	
  have	
  to	
  earn	
  it)	
  and	
  it	
  
imparts	
  the	
  imprimatur	
  of	
  the	
  editor	
  on	
  the	
  
coverage.	
  
Wri@ng	
  ar@cles,	
  gecng	
  your	
  customers	
  to	
  
byline	
  ar@cles,	
  and	
  producing	
  white	
  papers	
  
and	
  tutorials	
  is	
  a	
  very	
  simple	
  and	
  rela@vely	
  
inexpensive	
  way	
  to	
  build	
  up	
  your	
  reputa@on	
  
and	
  increase	
  the	
  number	
  of	
  customers	
  you	
  can	
  
touch.	
  Building	
  customer	
  bases	
  is	
  en@rely	
  a	
  
numbers	
  game.	
  If	
  they	
  don’t	
  know	
  who	
  you	
  
are,	
  you	
  may	
  not	
  even	
  get	
  a	
  chance	
  to	
  bid	
  that	
  
project	
  you’d	
  like	
  to	
  do	
  so	
  much.	
  
Lots	
  of	
  @mes	
  we	
  forget	
  to	
  sell	
  to	
  ourselves.	
  
That’s	
  bad.	
  It	
  makes	
  for	
  bad	
  blood,	
  some@mes	
  
even	
  permanent	
  fallings	
  out,	
  and	
  if	
  you	
  don’t	
  
talk	
  to	
  your	
  people,	
  your	
  investors,	
  and	
  the	
  
“inside	
  folks”	
  they	
  become	
  disaffected	
  and	
  
leave.	
  
You	
  think	
  you	
  don’t	
  need	
  crisis	
  management?	
  What	
  
happens	
  if	
  a	
  project	
  you	
  did	
  goes	
  south?	
  Suppose	
  
somebody	
  starts	
  saying	
  vicious	
  things	
  to	
  you	
  on	
  TwiPer	
  
or	
  Facebook?	
  Do	
  you	
  have	
  a	
  Crisis	
  Management	
  Plan	
  
to	
  go	
  along	
  with	
  your	
  Disaster	
  Recovery	
  Plan?	
  If	
  you	
  
do,	
  great.	
  Keep	
  it	
  up	
  to	
  date.	
  If	
  you	
  don’t,	
  well…oops.	
  	
  
	
  
Just	
  look	
  at	
  the	
  Deepwater	
  Horizon	
  disaster.	
  Think	
  
about	
  it.	
  Think	
  about	
  Stuxnet	
  and	
  Siemens’	
  PCS7.	
  Stuff	
  
happens,	
  and	
  everybody	
  who	
  faces	
  the	
  media	
  and	
  the	
  
public	
  needs	
  to	
  have	
  a	
  message	
  and	
  training	
  on	
  staying	
  
on	
  message.	
  
	
  
AND	
  here	
  is	
  where	
  transparency	
  and	
  honesty	
  make	
  
friends.	
  Really.	
  
Public	
  rela@ons	
  is	
  not	
  sales.	
  	
  Public	
  rela@ons	
  is	
  not	
  
adver@sing.	
  	
  Public	
  rela@ons	
  is	
  that	
  part	
  of	
  
marke@ng	
  that	
  is	
  the	
  glue	
  that	
  holds	
  an	
  integrated	
  
marke@ng	
  communica@ons	
  plan	
  together.	
  	
  PR	
  
communicates	
  the	
  plan	
  itself.	
  It	
  is	
  important	
  to	
  see	
  
how	
  this	
  works.	
  	
  PR	
  communicates	
  any	
  and	
  all	
  of	
  
the	
  ideas,	
  concepts	
  and	
  values	
  of	
  the	
  enterprise	
  to	
  
all	
  of	
  the	
  stakeholders	
  of	
  the	
  enterprise…and	
  is	
  
designed	
  to	
  aPain	
  a	
  stated	
  result.	
  	
  Some@mes	
  that	
  
result	
  is	
  more	
  “buzz”	
  about	
  your	
  capabili@es.	
  	
  
Some@mes	
  that	
  result	
  is	
  a	
  higher	
  stock	
  price	
  or	
  just	
  
higher	
  visibility	
  in	
  the	
  market.	
  	
  Some@mes	
  that	
  
result	
  is	
  crisis	
  management.	
  
One	
  of	
  the	
  biggest	
  fallacies	
  people	
  fall	
  into	
  when	
  
they	
  think	
  of	
  PR	
  is	
  that	
  they	
  think	
  a	
  PR	
  person	
  can	
  
communicate	
  anything	
  they	
  have	
  to,	
  true	
  or	
  not,	
  
and	
  get	
  coverage	
  and	
  belief.	
  	
  You	
  have	
  only	
  to	
  look	
  
to	
  the	
  realm	
  of	
  poli@cs	
  and	
  consumer	
  business	
  to	
  
see	
  that	
  that	
  is	
  far	
  from	
  true.	
  	
  PR	
  can	
  communicate	
  
facts,	
  and	
  truth.	
  	
  Yes,	
  the	
  facts	
  are	
  selected	
  to	
  
produce	
  the	
  correct	
  desired	
  response,	
  but	
  they	
  
have	
  to	
  be	
  true,	
  and	
  they	
  have	
  to	
  be	
  mostly	
  “the	
  
whole	
  story” and	
  they	
  have	
  to	
  be	
  interes@ng	
  and	
  
worthy	
  of	
  being	
  listened	
  to.	
  	
  One	
  of	
  the	
  most	
  
common	
  mistakes	
  people	
  make	
  is	
  sending	
  out	
  the	
  
same	
  @red	
  new	
  product	
  releases	
  several	
  @mes	
  a	
  
year.	
  	
  It	
  just	
  isn’t	
  “news.”	
  
You	
  have	
  to	
  tell	
  the	
  truth,	
  no	
  maPer	
  how	
  unpleasant.	
  
If	
  you’ve	
  been	
  good,	
  you	
  will	
  have	
  an	
  interes@ng	
  story	
  
to	
  tell.	
  If	
  you’ve	
  not,	
  your	
  stakeholders	
  will	
  have	
  an	
  
interes@ng	
  story	
  to	
  tell	
  about	
  you.	
  It’s	
  always	
  easier	
  to	
  
stay	
  in	
  front	
  of	
  the	
  parade.	
  Look	
  at	
  the	
  mess	
  Toyota	
  
got	
  into	
  a	
  couple	
  of	
  years	
  ago,	
  not	
  because	
  they	
  had	
  
problems,	
  but	
  because	
  they	
  lied	
  about	
  it,	
  over	
  and	
  
over.	
  
In	
  the	
  old	
  days,	
  you	
  could	
  tell	
  people	
  what	
  to	
  think	
  
because	
  marke@ng	
  owned	
  all	
  the	
  informa@on	
  
channels.	
  With	
  social	
  media,	
  this	
  is	
  very	
  not	
  true.	
  
	
  
There	
  are	
  so	
  many	
  ways	
  to	
  communicate	
  sa@sfac@on	
  
or	
  dissa@sfac@on	
  with	
  a	
  company	
  now	
  that	
  you	
  simply	
  
cannot	
  cover	
  them	
  all.	
  Because	
  the	
  customers	
  control	
  
the	
  means	
  of	
  messaging,	
  it	
  is	
  important	
  to	
  be	
  open,	
  
honest	
  and	
  forthright.	
  Giving	
  them	
  more	
  informa@on	
  is	
  
bePer	
  than	
  less.	
  
Social	
  media	
  is	
  not	
  new.	
  There	
  are	
  graffi@	
  on	
  the	
  walls	
  
of	
  Pompei…that	
  is	
  social	
  media.	
  What’s	
  different	
  is	
  
that	
  it	
  is	
  so	
  easy	
  to	
  be	
  heard	
  everywhere,	
  on	
  Facebook,	
  
LinkedIn,	
  Google+,	
  TwiPer,	
  Foursquare,	
  and	
  the	
  host	
  of	
  
others.	
  The	
  history	
  of	
  the	
  Internet	
  is	
  the	
  history	
  of	
  
more	
  and	
  more	
  access	
  to	
  media	
  for	
  the	
  individual.	
  You	
  
don’t	
  have	
  to	
  mail	
  a	
  complaint	
  to	
  a	
  vendor–	
  just	
  post	
  
to	
  your	
  favorite	
  list.	
  	
  
	
  
When	
  Robert	
  Crandall	
  was	
  chairman	
  of	
  American	
  
Airlines	
  he	
  commissioned	
  a	
  study	
  that	
  found	
  that	
  of	
  
every	
  10	
  people	
  who	
  had	
  a	
  bad	
  experience,	
  3	
  would	
  
talk	
  about	
  it,	
  but	
  7	
  would	
  walk	
  away	
  and	
  never	
  come	
  
back.	
  Now,	
  I	
  think,	
  it	
  is	
  more	
  likely	
  that	
  7	
  or	
  8	
  will	
  give	
  
you	
  a	
  serious	
  par@ng	
  shot	
  on	
  social	
  media	
  as	
  they	
  walk	
  
away.	
  So	
  not	
  only	
  do	
  you	
  lose	
  customers	
  you	
  hear	
  
about	
  why	
  they	
  are	
  leaving–	
  and	
  so	
  does	
  everyone	
  
else.	
  
The	
  key	
  to	
  using	
  social	
  media	
  is	
  to	
  use	
  as	
  many	
  social	
  
media	
  clients	
  as	
  you	
  can,	
  use	
  them	
  regularly	
  and	
  make	
  
sure	
  you	
  are	
  honest,	
  direct,	
  and	
  clear.	
  You	
  can	
  use	
  
email,	
  TwiPer,	
  a	
  Facebook	
  page	
  and	
  a	
  Facebook	
  
Group,	
  and	
  the	
  same	
  things	
  on	
  LinkedIn	
  to	
  keep	
  your	
  
name	
  and	
  brand	
  in	
  the	
  public	
  eye	
  all	
  the	
  @me.	
  You	
  
have	
  to	
  do	
  what	
  Emerson	
  has	
  done.	
  They	
  are	
  the	
  best	
  
example	
  of	
  what	
  you	
  can	
  do	
  with	
  social	
  media.	
  In	
  fact,	
  
they	
  have	
  a	
  corporate	
  director	
  of	
  social	
  media…that’s	
  
all	
  Jim	
  Cahill’s	
  job	
  is…and	
  it	
  is	
  working.	
  Emerson	
  is	
  
doing	
  the	
  one	
  thing	
  that	
  counts	
  more	
  than	
  anything	
  in	
  
the	
  world	
  of	
  social	
  media…presence	
  must	
  be	
  
consistent.	
  You	
  can’t	
  post	
  or	
  blog	
  or	
  tweet	
  once	
  in	
  a	
  
while.	
  You	
  have	
  to	
  develop	
  a	
  presence	
  that	
  is	
  
consistent	
  and	
  interes@ng.	
  This	
  is	
  hard	
  work,	
  but	
  the	
  
rewards	
  are	
  amazing.	
  
A	
  campaign	
  has	
  a	
  beginning,	
  a	
  middle,	
  and	
  an	
  
end.	
  	
  A	
  campaign	
  is	
  like	
  a	
  story,	
  and	
  if	
  you	
  
think	
  about	
  planning	
  a	
  PR	
  campaign	
  as	
  if	
  you	
  
were	
  telling	
  a	
  story,	
  it	
  is	
  not	
  only	
  a	
  good	
  
analogy,	
  it	
  also	
  works	
  very	
  well	
  in	
  prac@ce.	
  	
  
First,	
  you	
  have	
  to	
  decide	
  what	
  the	
  purpose	
  of	
  
the	
  campaign	
  is.	
  	
  What	
  is	
  the	
  desired	
  result?	
  	
  
Do	
  you	
  want	
  to	
  drive	
  customers,	
  editors	
  and	
  
analysts	
  to	
  your	
  website?	
  	
  Do	
  you	
  want	
  to	
  
announce	
  a	
  new	
  product?	
  	
  A	
  new	
  service?	
  	
  Do	
  
you	
  want	
  to	
  trumpet	
  the	
  news	
  of	
  a	
  big	
  order	
  
or	
  a	
  new	
  contract,	
  or	
  a	
  major	
  strategic	
  
partnership	
  or	
  alliance?	
  	
  	
  
A	
  typical	
  editor	
  of	
  a	
  typical	
  industrial	
  trade	
  journal	
  or	
  website	
  
gets	
  between	
  1000	
  and	
  1500	
  press	
  and	
  product	
  releases	
  every	
  
month.	
  	
  If	
  this	
  doesn’t	
  give	
  you	
  pause,	
  think	
  about	
  how	
  long	
  it	
  
takes	
  to	
  read	
  each	
  one…just	
  to	
  read	
  them.	
  	
  Most	
  editorial	
  
departments	
  do	
  triage.	
  	
  They	
  sort	
  them	
  into	
  two	
  piles:	
  
frequent	
  adver@sers	
  and	
  not.	
  	
  They	
  go	
  through	
  both	
  piles.	
  	
  If	
  
in	
  the	
  first	
  two	
  seconds,	
  something	
  about	
  the	
  release	
  jumps	
  
out	
  at	
  them,	
  they	
  save	
  it.	
  	
  Otherwise,	
  it	
  gets	
  “round	
  filed.”	
  In	
  
self	
  defense,	
  many	
  years	
  ago,	
  I	
  stopped	
  looking	
  at	
  printed	
  
releases,	
  and	
  only	
  consider	
  email	
  releases	
  now.	
  I	
  can’t	
  
remember	
  the	
  last	
  @me	
  somebody	
  mailed	
  me	
  a	
  release.	
  
	
  
This	
  is	
  good	
  news	
  and	
  bad	
  news.	
  The	
  good	
  news	
  is	
  that	
  I	
  can	
  
handle	
  them	
  more	
  easily.	
  The	
  bad	
  news	
  is	
  that	
  it	
  is	
  easier	
  and	
  
cheaper	
  to	
  send	
  them,	
  so	
  I	
  get	
  lots	
  more	
  of	
  them.	
  I	
  get	
  
releases	
  that	
  are	
  not	
  even	
  close	
  to	
  my	
  editorial	
  purview.	
  I	
  get	
  
poli@cal	
  press	
  releases,	
  releases	
  on	
  self-­‐help	
  books,	
  you	
  name	
  
it,	
  because	
  it	
  is	
  really	
  easy	
  to	
  spam	
  editors.	
  This	
  doesn’t	
  mean	
  
I	
  read	
  them.	
  
Here	
  is	
  the	
  real	
  trick!	
  	
  The	
  more	
  you	
  know	
  the	
  editors	
  in	
  
your	
  market,	
  and	
  the	
  more	
  they	
  know	
  you,	
  the	
  easier	
  it	
  is	
  
to	
  get	
  your	
  well-­‐wriPen,	
  topical,	
  targeted	
  press	
  or	
  product	
  
release	
  run.	
  	
  It	
  is	
  not	
  	
  about	
  “who	
  you	
  know”	
  as	
  much	
  as	
  it	
  
is	
  about	
  “do	
  it	
  right,	
  and	
  be	
  known	
  to	
  them.”	
  	
  Editors	
  can	
  
do	
  many	
  things	
  for	
  you.	
  	
  You	
  can	
  get	
  interes@ng	
  @dbits	
  of	
  
compe@@ve	
  intelligence	
  by	
  trading	
  informa@on	
  for	
  
informa@on.	
  	
  You	
  can	
  get	
  that	
  much-­‐sought-­‐aker	
  
commodity,	
  free	
  publicity.	
  	
  You	
  can	
  get	
  ar@cle	
  placements,	
  
if	
  the	
  editor	
  knows	
  you,	
  and	
  knows	
  that	
  you	
  can	
  deliver	
  on	
  
@me	
  when	
  you	
  say	
  you	
  will.	
  	
  And	
  if	
  you	
  know	
  the	
  editor,	
  
you	
  will	
  know	
  what	
  style	
  of	
  wri@ng,	
  and	
  what	
  style	
  of	
  
image,	
  are	
  most	
  likely	
  to	
  get	
  you	
  the	
  press	
  coverage	
  you	
  
are	
  looking	
  for.	
  
Once	
  you	
  have	
  achieved	
  a	
  rela@onship	
  of	
  
mutual	
  respect	
  and	
  trust	
  with	
  the	
  editorial	
  
staffs	
  of	
  your	
  targeted	
  publica@ons,	
  you	
  can	
  
begin	
  to	
  pitch	
  them	
  ar@cles	
  for	
  editorial	
  space.	
  	
  
These	
  are	
  priceless	
  in	
  the	
  way	
  they	
  can	
  affect	
  
the	
  market	
  for	
  a	
  product.	
  One	
  of	
  the	
  greatest	
  
sins	
  in	
  industrial	
  PR	
  is	
  submicng	
  a	
  “puff	
  
piece”	
  for	
  editorial	
  coverage	
  when	
  you’ve	
  
agreed	
  to	
  submit	
  a	
  1500	
  word	
  ar@cle.	
  	
  The	
  
editor	
  has	
  saved	
  space	
  for	
  you,	
  and	
  now	
  he	
  
has	
  to	
  find	
  something	
  else	
  to	
  fit	
  in	
  those	
  four	
  
pages.	
  	
  He	
  may	
  never	
  accept	
  another	
  ar@cle	
  
from	
  you.	
  	
  	
  
It	
  is	
  a	
  fundamental	
  axiom	
  that	
  if	
  you	
  are	
  going	
  to	
  
par@cipate	
  in	
  a	
  tradeshow,	
  you	
  must	
  aPend	
  with	
  a	
  
plan.	
  Much	
  of	
  that	
  plan	
  is	
  PR.	
  If	
  you	
  are	
  making	
  a	
  
new	
  product	
  announcement,	
  you	
  need	
  a	
  PR	
  plan.	
  If	
  
you	
  are	
  making	
  some	
  strategic	
  alliance	
  
announcements,	
  you	
  need	
  a	
  PR	
  plan.	
  	
  If	
  you	
  are	
  
mee@ng	
  with	
  analysts	
  and	
  editors,	
  you	
  need	
  a	
  PR	
  
plan.	
  	
  If	
  you	
  want	
  to	
  get	
  your	
  most	
  significant	
  users	
  
to	
  aPend	
  and	
  visit	
  your	
  stand,	
  you	
  need	
  a	
  PR	
  plan.	
  	
  
A	
  clear	
  and	
  S.M.A.R.T.	
  PR	
  plan	
  for	
  a	
  tradeshow	
  can	
  
make	
  the	
  difference	
  between	
  a	
  lackluster	
  and	
  
expensive	
  experience	
  and	
  a	
  vibrant	
  and	
  useful	
  
venture.	
  	
  That’s,	
  for	
  those	
  of	
  you	
  who	
  don’t	
  know	
  
the	
  acronym,	
  a	
  plan	
  that	
  is	
  Specific,	
  Measureable,	
  	
  
PR	
  is	
  the	
  vehicle	
  of	
  choice	
  to	
  
communicate	
  the	
  company	
  brand.	
  
Together	
  with	
  adver@sing,	
  it	
  is	
  the	
  way	
  
the	
  company	
  speaks	
  to	
  its	
  customer	
  
base	
  and	
  its	
  compe@tors	
  and	
  the	
  
media	
  and	
  analysts	
  who	
  moderate	
  the	
  
marketspace	
  the	
  company	
  lives	
  in.	
  	
  
The	
  company	
  brand	
  must	
  be	
  
communicated	
  in	
  a	
  coherent	
  and	
  
totally	
  consistent	
  way	
  to	
  the	
  internal	
  
stakeholders,	
  external	
  stakeholders	
  
and	
  stockholders	
  of	
  the	
  company.	
  
That’s	
  a	
  big	
  fancy	
  defini@on.	
  	
  Basically,	
  
your	
  brand	
  is	
  everything	
  you	
  stand	
  for.	
  	
  It	
  
is	
  the	
  image	
  you	
  have	
  created,	
  and	
  that	
  
you	
  live	
  up	
  to	
  every	
  day	
  in	
  the	
  
marketplace.	
  	
  Anything	
  you	
  do	
  to	
  
reinforce	
  the	
  posi@ves	
  in	
  your	
  brand	
  
image	
  can	
  only	
  help,	
  but	
  anything	
  you	
  do	
  
that	
  contributes	
  a	
  nega@ve	
  to	
  your	
  brand	
  
image	
  hurts.	
  	
  And	
  by	
  the	
  “law	
  of	
  10,000	
  
APaboys”	
  a	
  nega@ve	
  contribu@on	
  to	
  
brand	
  hurts	
  more	
  than	
  a	
  posi@ve	
  
contribu@on	
  to	
  brand	
  image	
  helps.	
  
While	
  marke@ng	
  is	
  designed	
  to	
  promote	
  
the	
  company’s	
  products	
  and	
  services,	
  and	
  
adver@sing	
  is	
  designed	
  to	
  generate	
  sales,	
  
PR	
  is	
  designed	
  to	
  communicate	
  the	
  values	
  
on	
  which	
  the	
  company	
  stands.	
  	
  These	
  
values	
  are	
  what	
  stand	
  behind	
  the	
  
company’s	
  brand.	
  	
  These	
  values	
  are	
  the	
  
company	
  bedrock.	
  As	
  long	
  as	
  the	
  company	
  
acts	
  in	
  congruence	
  with	
  these	
  values,	
  PR	
  
can	
  further	
  the	
  image	
  of	
  the	
  company,	
  
and	
  thus	
  the	
  company	
  brand.	
  	
  When	
  the	
  
company	
  acts	
  incongruously,	
  PR	
  can	
  
ameliorate	
  the	
  damage,	
  but	
  cannot	
  
en@rely	
  reduce	
  it.	
  
United	
  Airlines	
  has	
  stopped	
  using	
  the	
  tagline,	
  “The	
  
friendly	
  skies.”	
  	
  Why?	
  Simply	
  put,	
  United	
  has	
  a	
  reputa@on	
  
for	
  bad	
  service,	
  surly	
  employees,	
  and	
  general	
  
unfriendliness.	
  	
  Their	
  tagline	
  was	
  causing	
  cogni@ve	
  
dissonance	
  and	
  was	
  clearly	
  losing	
  them	
  more	
  friends	
  than	
  
gaining	
  them.	
  	
  Southwest	
  Airlines	
  is	
  a	
  no-­‐frills	
  airline.	
  They	
  
promise	
  cheap	
  fares,	
  and	
  nothing	
  else.	
  	
  And	
  for	
  over	
  25	
  
years,	
  Southwest	
  has	
  been	
  the	
  most	
  successful	
  airline.	
  	
  
Why?	
  Because	
  everything	
  they	
  do	
  is	
  congruent	
  with	
  their	
  
message.	
  	
  And	
  they	
  do	
  it	
  with	
  verve	
  and	
  élan.	
  	
  They	
  are	
  
en@rely	
  “on	
  brand.”	
  	
  There	
  is	
  no	
  cogni@ve	
  dissonance	
  
with	
  Southwest.	
  You	
  get	
  what	
  you	
  expect,	
  and	
  more.	
  	
  
While	
  with	
  United	
  and	
  most	
  of	
  the	
  other	
  airlines,	
  you	
  
expect	
  some	
  service,	
  some	
  ameni@es,	
  some	
  civility,	
  and	
  
what	
  you	
  get	
  is	
  a	
  lousy	
  airline.	
  	
  Too	
  many	
  automa@on	
  
companies	
  act	
  the	
  same	
  way.	
  	
  Even	
  the	
  best	
  PR	
  	
  
There	
  is	
  a	
  current	
  trend	
  toward	
  debasing	
  strong	
  brands.	
  Even	
  
Southwest	
  has	
  fallen	
  prey	
  to	
  this	
  to	
  some	
  extent.	
  The	
  idea	
  is	
  
that	
  you	
  can	
  abuse	
  “just	
  a	
  liPle	
  bit”	
  your	
  customers,	
  without	
  
hur@ng	
  the	
  brand	
  unduly.	
  This	
  supposed	
  brand	
  elas@city	
  is	
  
supposed	
  to	
  allow	
  you	
  to	
  extract	
  more	
  value	
  from	
  the	
  
customer	
  without	
  giving	
  them	
  more	
  value…or	
  giving	
  them	
  less	
  
value.	
  
	
  
As	
  Jon	
  Stewart	
  said	
  about	
  the	
  proposed	
  makeover	
  of	
  the	
  
“Brave”	
  heroine	
  Merida	
  by	
  Disney:	
  They	
  think	
  they	
  can	
  get	
  
away	
  with	
  this	
  because	
  they	
  think	
  we	
  are	
  stupid!	
  Your	
  
customers	
  are	
  not	
  stupid,	
  and	
  they	
  have	
  highly	
  tuned	
  super	
  
heterodyne	
  BS	
  detectors.	
  	
  
	
  
They	
  may	
  let	
  you	
  get	
  away	
  with	
  debasing	
  your	
  brand	
  for	
  a	
  
while,	
  but	
  they’ll	
  soon	
  be	
  looking	
  around	
  for	
  another	
  vendor	
  
with	
  the	
  values	
  they	
  originally	
  saw	
  in	
  you	
  and	
  your	
  products	
  
and	
  services.	
  
	
  
Just	
  as	
  PR	
  is	
  a	
  channel	
  for	
  external	
  communica@ons,	
  so	
  it	
  can	
  be	
  for	
  
internal	
  communica@ons.	
  	
  It	
  is	
  every	
  bit	
  as	
  important	
  for	
  employees,	
  
suppliers	
  and	
  other	
  internal	
  stakeholders	
  to	
  be	
  informed	
  on	
  the	
  
company’s	
  goals,	
  objec@ves,	
  and	
  values	
  as	
  it	
  is	
  for	
  analysts	
  and	
  editors	
  
in	
  the	
  media,	
  and	
  for	
  stockholders	
  to	
  be	
  informed.	
  	
  Communica@ng	
  the	
  
company’s	
  brand	
  values	
  and	
  vision	
  internally	
  and	
  con@nually	
  reinforces	
  
them	
  in	
  the	
  minds	
  of	
  employees	
  and	
  reduces	
  the	
  poten@al	
  for	
  cogni@ve	
  
dissonance	
  when	
  a	
  customer	
  runs	
  across	
  a	
  problem	
  employee.	
  
	
  
BP	
  fell	
  afoul	
  of	
  this	
  in	
  the	
  Deepwater	
  Horizon	
  mess.	
  BP	
  had,	
  in	
  the	
  five	
  
years	
  between	
  the	
  Texas	
  City	
  disaster	
  and	
  Deepwater	
  Horizon,	
  spent	
  
over	
  $2	
  billion	
  (with	
  a	
  B)	
  on	
  training	
  designed	
  to	
  create	
  a	
  new	
  safety	
  
culture	
  in	
  the	
  company.	
  Unfortunately,	
  even	
  though	
  the	
  effort	
  had	
  
support	
  from	
  the	
  highest	
  levels	
  in	
  the	
  company,	
  it	
  ran	
  afoul	
  of	
  
employees	
  who	
  felt	
  it	
  was	
  bePer	
  to	
  con@nue	
  maximizing	
  bonuses,	
  etc.	
  
by	
  not	
  improving	
  safety–	
  and	
  the	
  result	
  is	
  that	
  BP	
  has	
  now	
  spent	
  many	
  
more	
  billions	
  trying	
  to	
  fix	
  the	
  problems	
  they	
  caused.	
  	
  
	
  
If	
  all	
  those	
  employees	
  had	
  been	
  truly	
  on	
  board	
  with	
  the	
  safety	
  culture	
  
that	
  Tony	
  Hawood,	
  Deb	
  Grube	
  and	
  Ed	
  Sieg	
  were	
  trying	
  to	
  create	
  in	
  BP,	
  it	
  
is	
  arguable	
  that	
  the	
  Deepwater	
  Horizon	
  accident	
  might	
  not	
  have	
  
happened.	
  
Typically,	
  the	
  only	
  way	
  PR	
  is	
  knowingly	
  used	
  in	
  most	
  
automa@on	
  companies	
  is	
  for	
  shareholder	
  
communica@ons.	
  	
  Shareholders	
  need	
  the	
  same	
  
communica@ons	
  that	
  the	
  internal	
  stakeholders	
  do,	
  
and	
  companies	
  who	
  are	
  forthright	
  and	
  forthcoming	
  
with	
  their	
  stockholders	
  and	
  stakeholders	
  do	
  bePer	
  
at	
  maintaining	
  their	
  stock	
  prices	
  even	
  in	
  the	
  wake	
  of	
  
unfavorable	
  news	
  than	
  companies	
  who	
  ignore	
  their	
  
stockholders	
  except	
  for	
  the	
  annual	
  report,	
  and	
  
ignore	
  their	
  stakeholders	
  en@rely.	
  
The	
  lessons	
  learned	
  from	
  the	
  downsizings	
  of	
  the	
  
1980’s	
  are	
  clear.	
  	
  If	
  you	
  want	
  a	
  workforce	
  that	
  is	
  
on-­‐board	
  with	
  the	
  goals	
  and	
  objec@ves,	
  vision	
  and	
  
brand	
  of	
  the	
  company,	
  you	
  have	
  to	
  be	
  completely	
  
honest	
  and	
  open	
  with	
  them,	
  especially	
  about	
  bad	
  
news.	
  	
  Hiding	
  the	
  fact	
  that	
  layoffs	
  are	
  coming	
  
produces	
  good	
  old	
  cogni@ve	
  dissonance,	
  which	
  
leads	
  immediately	
  to	
  a	
  loss	
  of	
  trust	
  in	
  management.	
  	
  
Employees	
  (just	
  like	
  your	
  customers)	
  have	
  
extremely	
  well-­‐tuned	
  super	
  heterodyne	
  bullshit	
  
detectors	
  (remember	
  I	
  said	
  this	
  before),	
  and	
  it	
  is	
  
stupid	
  to	
  even	
  try	
  to	
  fool	
  them,	
  or	
  to	
  think	
  that	
  they	
  
don’t	
  know	
  what	
  is	
  going	
  on,	
  just	
  because	
  you	
  
haven’t	
  announced	
  it	
  yet.	
  	
  
Every	
  industrial	
  enterprise	
  dreads	
  the	
  crisis.	
  	
  The	
  call	
  
comes	
  in	
  the	
  middle	
  of	
  the	
  night.	
  	
  Your	
  tanker	
  is	
  aground.	
  	
  
Your	
  mine	
  has	
  collapsed.	
  	
  Somebody’s	
  plant	
  has	
  
exploded,	
  and	
  your	
  product	
  was	
  at	
  fault.	
  	
  There	
  is	
  a	
  leak	
  
into	
  the	
  groundwater.	
  	
  Whatever	
  it	
  is,	
  you	
  need	
  to	
  have	
  
planned	
  for	
  how	
  to	
  handle	
  a	
  crisis,	
  have	
  a	
  team	
  in	
  place	
  to	
  
manage	
  it,	
  take	
  responsibility	
  and	
  correc@ve	
  ac@on	
  swikly,	
  
and	
  provide	
  easy	
  access	
  to	
  informa@on	
  as	
  honestly	
  and	
  
openly	
  as	
  possible.	
  	
  	
  
These	
  rules	
  are	
  decep@vely	
  simple,	
  yet	
  companies	
  fail	
  the	
  
crisis	
  test	
  every	
  day.	
  	
  Maybe	
  it	
  is	
  just	
  too	
  simple.	
  	
  The	
  secret	
  to	
  
crisis	
  management	
  is	
  to	
  be	
  open,	
  honest,	
  and	
  work	
  hard	
  to	
  
solve	
  the	
  problem.	
  	
  
	
  
If	
  it	
  is	
  your	
  fault,	
  accept	
  responsibility	
  early	
  in	
  the	
  crisis,	
  and	
  
start	
  correc@ve	
  ac@on	
  immediately.	
  Take	
  your	
  lumps.	
  The	
  
correc@ve	
  ac@on	
  you	
  say	
  you	
  will	
  take	
  must	
  be	
  clear,	
  quick,	
  
meaningful	
  and	
  actually	
  correct	
  the	
  problem–	
  and	
  make	
  the	
  
situa@on	
  whole	
  again.	
  Stonewalling	
  in	
  a	
  crisis	
  will	
  get	
  you	
  
what	
  Nixon	
  got.	
  
	
  
If	
  it	
  is	
  not	
  your	
  fault,	
  communicate	
  that	
  at	
  every	
  opportunity,	
  
while	
  emphasizing	
  that	
  you	
  are	
  there,	
  shirtsleeves	
  rolled	
  up,	
  
working	
  to	
  solve	
  the	
  problem	
  anyway.	
  	
  Remember	
  that	
  you	
  
are	
  telling	
  a	
  story,	
  as	
  it	
  is	
  happening.	
  	
  You	
  are	
  a	
  reporter	
  for	
  
your	
  company’s	
  side	
  of	
  the	
  story.	
  	
  Keep	
  it	
  to	
  Who,	
  What,	
  
When,	
  Where,	
  How	
  and	
  Why	
  as	
  much	
  as	
  you	
  can.	
  	
  The	
  simpler	
  
the	
  story	
  you	
  tell,	
  the	
  more	
  likely	
  it	
  will	
  not	
  be	
  changed	
  much	
  
by	
  the	
  media	
  as	
  they	
  report	
  it.	
  	
  
Okay,	
  everything	
  I’ve	
  told	
  you	
  is	
  true.	
  But	
  it	
  begs	
  the	
  
ques@on.	
  The	
  real	
  issue	
  is	
  how	
  do	
  you	
  actually	
  put	
  
together	
  an	
  integrated	
  marke@ng	
  communica@ons	
  plan	
  
that	
  works.	
  For	
  the	
  next	
  few	
  minutes,	
  we	
  are	
  going	
  to	
  look	
  
at	
  a	
  new	
  way	
  of	
  seeing	
  the	
  problem.	
  
I	
  find	
  it	
  useful	
  to	
  look	
  at	
  the	
  things	
  you	
  need	
  to	
  do	
  as	
  part	
  
of	
  a	
  cascade	
  control	
  loop–	
  appropriate	
  for	
  automa@on	
  
industry	
  marke@ng,	
  no?	
  
	
  
Look	
  at	
  the	
  tasks	
  as	
  OUTBOUND	
  communica@ons,	
  first.	
  All	
  
of	
  these	
  things	
  allow	
  your	
  customers	
  to	
  find	
  you,	
  touch	
  
you,	
  on	
  their	
  terms.	
  Note	
  that	
  all	
  of	
  them	
  are	
  designed	
  to	
  
make	
  you	
  “authorita@ve”	
  in	
  the	
  Google	
  sense.	
  The	
  more	
  
authorita@ve	
  you	
  appear	
  to	
  Google,	
  the	
  higher	
  you	
  will	
  
appear	
  in	
  the	
  organic	
  search	
  rankings–	
  and	
  the	
  majority,	
  
maybe	
  even	
  the	
  vast	
  majority	
  of	
  customers	
  find	
  you	
  on	
  
Google	
  now.	
  Note	
  that	
  all	
  of	
  this	
  is	
  content.	
  It	
  is	
  high	
  value	
  
content.	
  You	
  can’t	
  post	
  much	
  self-­‐serving	
  bullshit	
  on	
  
Wikipedia.	
  People	
  stop	
  reading	
  white	
  papers	
  if	
  they	
  are	
  
thinly	
  disguised	
  brochureware.	
  
Ever	
  since	
  the	
  studies	
  showed	
  that	
  (except	
  for	
  
poli@cal	
  hot	
  buPon	
  issues)	
  Wikipedia	
  is	
  as	
  
authorita@ve	
  as	
  any	
  other	
  reference	
  work,	
  people	
  
have	
  been	
  looking	
  up	
  automa@on	
  related	
  topics	
  
there.	
  One	
  of	
  the	
  most	
  significant	
  things	
  you	
  can	
  do	
  
is	
  to	
  make	
  sure	
  that	
  you	
  have	
  good	
  Wikipedia	
  pages	
  
for	
  the	
  company,	
  for	
  its	
  products,	
  and	
  that	
  your	
  
principals	
  and	
  experts	
  have	
  biographical	
  essays,	
  CVs	
  
and	
  bibliographies	
  on	
  Wikipedia.	
  It	
  is	
  also	
  worth	
  
many	
  bonus	
  points	
  to	
  contribute	
  to	
  pages	
  on	
  
industry	
  issues.	
  Wikipedia	
  can	
  then	
  become	
  the	
  
core	
  of	
  your	
  campaign	
  to	
  make	
  your	
  brand	
  
“authorita@ve.”	
  
Highly	
  technical	
  marke@ng	
  has	
  always	
  had	
  a	
  spot	
  for	
  ar@cles	
  
and	
  whitepapers.	
  The	
  problem	
  is	
  that	
  while	
  everyone	
  knows	
  
that	
  you	
  should	
  write	
  them,	
  everyone	
  also	
  has	
  the	
  opinion	
  
that	
  if	
  an	
  employee	
  has	
  the	
  @me	
  to	
  write	
  them,	
  he	
  or	
  she	
  isn’t	
  
doing	
  their	
  real	
  job,	
  or	
  is	
  underemployed.	
  
	
  
Nothing	
  could	
  be	
  further	
  from	
  the	
  truth.	
  The	
  fact	
  is,	
  
customers	
  want	
  NONCOMMERCIAL	
  sources	
  of	
  informa@on.	
  
Your	
  company	
  has	
  some	
  of	
  the	
  best	
  experts	
  on	
  how	
  to	
  apply	
  
the	
  products	
  you	
  make	
  anywhere.	
  It	
  is	
  really	
  important	
  to	
  
consistently	
  create	
  good,	
  high	
  quality,	
  non-­‐commercial	
  
whitepapers	
  and	
  applica@on	
  and	
  case	
  study	
  ar@cles.	
  Again,	
  
like	
  social	
  media,	
  it	
  is	
  important	
  to	
  do	
  this	
  consistently,	
  so	
  that	
  
customers	
  and	
  poten@al	
  customers	
  can	
  expect	
  to	
  see	
  new	
  
material	
  on	
  a	
  regular	
  schedule.	
  There	
  are	
  also	
  numerous	
  ways	
  
to	
  campaign	
  those	
  white	
  papers	
  and	
  ar@cles,	
  too,	
  and	
  the	
  
sales	
  leads	
  you	
  get	
  are	
  generally	
  either	
  A	
  or	
  B	
  level	
  leads.	
  
Presenta@ons,	
  short	
  courses,	
  and	
  webinars	
  are	
  another	
  
way	
  to	
  aPract	
  an	
  audience	
  to	
  share	
  your	
  exper@se.	
  Once	
  
again,	
  these	
  cannot	
  be	
  sales	
  pitches.	
  Webinars	
  used	
  to	
  be	
  
prohibi@vely	
  expensive	
  to	
  do,	
  but	
  with	
  tools	
  like	
  
GoToWebinar	
  (which	
  happens	
  to	
  be	
  the	
  webinar	
  engine	
  
we	
  are	
  using	
  today),	
  anyone	
  can	
  produce,	
  present	
  and	
  
record	
  a	
  webinar.	
  Recorded	
  webinars	
  are	
  tremendous	
  
sources	
  of	
  more	
  data	
  for	
  Wikipedia.	
  	
  
Once	
  you	
  have	
  your	
  recorded	
  presenta@on,	
  and	
  
your	
  webinar,	
  post	
  them	
  on	
  YouTube.	
  There	
  are	
  
thousands	
  of	
  automa@on	
  related	
  audio	
  and	
  video	
  
tracks	
  on	
  YouTube.	
  You	
  can	
  stream	
  them	
  to	
  your	
  
website,	
  you	
  can	
  campaign	
  them,	
  you	
  can	
  send	
  
people	
  to	
  them	
  in	
  many	
  different	
  ways	
  using	
  social	
  
media.	
  How	
  much	
  viewership	
  can	
  something	
  like	
  
flow	
  measurement,	
  for	
  example,	
  get?	
  
	
  
Well,	
  the	
  video	
  of	
  me	
  talking	
  about	
  “Back	
  To	
  Basics:	
  
DP	
  Flow	
  Measurement”	
  has	
  had	
  over	
  55	
  thousand	
  
views	
  in	
  four	
  years.	
  
Just	
  like	
  Wikipedia	
  is	
  the	
  anchor	
  of	
  your	
  Outbound	
  
communica@on	
  loop,	
  your	
  own	
  blogs	
  are	
  the	
  
linchpin	
  of	
  the	
  inbound	
  communica@on	
  loop.	
  Yes,	
  
blogging	
  is	
  an	
  outbound	
  ac@vity,	
  but	
  the	
  reason	
  you	
  
are	
  doing	
  it	
  is	
  to	
  increase	
  the	
  crea@on	
  of	
  a	
  
community	
  around	
  your	
  company	
  and	
  your	
  
products.	
  But	
  you	
  can’t	
  just	
  blog.	
  You	
  have	
  to	
  push	
  
the	
  stuff	
  you	
  are	
  blogging	
  (as	
  well	
  as	
  all	
  the	
  stuff	
  
you	
  are	
  producing	
  as	
  outbound	
  content)	
  to	
  your	
  
customers,	
  and	
  people	
  who	
  might	
  become	
  your	
  
customers.	
  Blogging	
  must	
  be	
  consistent.	
  You	
  can	
  
have	
  one	
  blog,	
  or	
  mul@ple	
  blogs.	
  Each	
  blog	
  should	
  
have	
  its	
  own	
  “voice”	
  that	
  people	
  come	
  to	
  recognize.	
  	
  
Here	
  is	
  where	
  social	
  media	
  are	
  cri@cal.	
  This	
  is	
  how	
  
you	
  interact	
  with	
  your	
  customers	
  and	
  stakeholders–	
  
how	
  you	
  disseminate	
  the	
  knowledge	
  you	
  have	
  
amassed,	
  and	
  the	
  content	
  you	
  have	
  created.	
  Here	
  is	
  
where	
  people	
  comment	
  on	
  what	
  you	
  say,	
  and	
  
expect	
  you	
  to	
  listen	
  to	
  them.	
  This	
  is	
  the	
  feedback	
  
por@on	
  of	
  the	
  cascade	
  control	
  loop.	
  
This	
  en@re	
  system,	
  this	
  en@re	
  integrated	
  marke@ng	
  
communica@ons	
  program,	
  depends	
  on	
  content,	
  and	
  lots	
  of	
  it.	
  
The	
  good	
  news	
  is	
  that	
  there	
  are	
  content	
  creators	
  available	
  
who	
  are	
  capable	
  of	
  producing	
  as	
  much	
  content	
  as	
  you	
  want	
  or	
  
need,	
  without	
  breaking	
  your	
  bank.	
  Look	
  for	
  people	
  with	
  
industry	
  and	
  applica@on	
  specific	
  knowledge	
  already.	
  You	
  
should	
  not	
  have	
  to	
  spend	
  hours	
  or	
  days	
  teaching	
  the	
  content	
  
provider	
  your	
  business.	
  There	
  are	
  several	
  good	
  content	
  
providers	
  I	
  recommend	
  to	
  people	
  when	
  they	
  ask.	
  
	
  
You	
  do	
  have	
  to	
  spend	
  the	
  money,	
  though.	
  You	
  can’t	
  just	
  say	
  
you	
  are	
  going	
  to	
  do	
  all	
  these	
  things.	
  You	
  have	
  to	
  have	
  the	
  
content	
  wriPen	
  or	
  produced,	
  and	
  you	
  have	
  to	
  have	
  schedules	
  
for	
  producing	
  and	
  publishing	
  it.	
  Otherwise,	
  you	
  are	
  just	
  
mouthing	
  motherhood	
  statements.	
  
	
  
And	
  then	
  you’ll	
  have	
  the	
  opinion	
  that	
  all	
  this	
  newfangled	
  
interac@ve	
  marke@ng	
  communica@ons	
  stuff	
  doesn’t	
  work.	
  It	
  
does,	
  YOU	
  don’t.	
  
So	
  that’s	
  PR	
  for	
  Automa@on	
  Professionals.	
  	
  I	
  hope	
  you	
  have	
  a	
  bePer	
  
understanding	
  of	
  PR’s	
  place	
  in	
  the	
  marke@ng	
  mix,	
  and	
  how	
  important	
  proper	
  
use	
  of	
  public	
  rela@ons	
  can	
  be	
  to	
  the	
  strength	
  of	
  your	
  company	
  and	
  your	
  
brand.	
  	
  In	
  a	
  minute	
  we’ll	
  open	
  the	
  discussion	
  up	
  to	
  ques@ons,	
  but	
  I	
  want	
  to	
  
thank	
  you	
  for	
  the	
  opportunity	
  to	
  speak	
  to	
  you	
  today.	
  	
  I’ve	
  enjoyed	
  it	
  and	
  I	
  
hope	
  you	
  have	
  too.	
  
	
  
We	
  will	
  be	
  pos@ng	
  the	
  recording	
  of	
  this	
  webinar,	
  but	
  if	
  you	
  want	
  a	
  PDF	
  copy	
  
of	
  the	
  slides	
  and	
  speakers	
  notes,	
  send	
  me	
  your	
  contact	
  informa@on	
  at	
  
walt@waltboyes.com	
  and	
  I’ll	
  see	
  that	
  you	
  get	
  one.	
  
	
  
If	
  aker	
  the	
  webinar,	
  you	
  have	
  ques@ons	
  on	
  a	
  specific	
  issue,	
  feel	
  free	
  to	
  
contact	
  me	
  either	
  at	
  Control	
  or	
  at	
  Spitzer	
  and	
  Boyes	
  LLC.	
  
	
  
And	
  now,	
  on	
  to	
  ques@ons!	
  

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PR101- effective marketing and public relations for the automation industry

  • 1. My  name  is  Walt  Boyes.  I  am  Editor  in  Chief  of  Control  and   ControlGlobal.com,  and  a  principal  of  Spitzer  and  Boyes   LLC.  In  both  endeavors,  I  am  con@nuously  involved  in  the   uses  and  misuses  of  public  rela@ons.  I  have  been  either   doing  public  rela@ons  and  marke@ng  or  having  them  done   to  me  for  nearly  forty  years  now.  I’ve  seen  many  changes,   but  not  so  many  as  I  have  seen  in  just  the  last  decade.  We   are  going  to  wade  through  the  landscape  of   communica@ons  and  try  to  see  what  the  current  best   prac@ces  are.     Some  of  those  have  not  changed  in  decades.  Some  are  as   new  as  your  last  Tweet.      
  • 2. Did  you  ever  ask  yourself  why  automa@on   companies,  integrators  and  manufacturers   alike,  don’t  do  PR?    Is  the  answer  simply  that   the  management  staff  doesn’t  understand   what  it  is,  what  it  is  for?    Do  you  understand   what  Public  Rela@ons  is?    Do  you  understand   what  it  is  for?    Public  Rela@ons,  PR,  is  a   fundamental  part  of  any  integrated  marke@ng   program…any  integrated  marke@ng   communica@ons  program…any  branding   program.    PR  is  about  communica@on  and   communica@ng.    We’ll  talk  about  the  ways  PR   is  ESSENTIAL  in  the  automa@on  market.  
  • 3. Public  Rela@ons  is  the  art  and  prac@ce  of   communica@on  in  a  structured  way.    The   purpose  of  public  rela@ons  is  to  create  the   desired  effect  in  the  minds  of  the  recipients.     So  what  does  this  really  mean?    PR   prac@@oners  typically  are  aPemp@ng  to   present  a  concept,  an  idea,  or  a  series  of   ideas,  like  the  values  a  corpora@on   represents…in  a  way  that  is  structured  to:   1. Cause  belief   2. S@mulate  ac@on   3. Add  value  
  • 4. Display  adver@sing  is  designed  to  cause  an   ac@on:    calling  an  800-­‐number,  reques@ng   informa@on  from  a  website,  calling  a   salesperson.    Public  rela@ons  is  a  bit  more   general  than  that.    Public  rela@ons  is  simply   about  crea@ng  posi@ve  “buzz”  in  a  structured   way,  around  an  idea.    In  essence,  a  public   rela@ons  campaign  is  aimed  at  all  of  the   stakeholders  of  an  enterprise,  while   adver@sing  is  aimed  directly  at  customers.    PR   serves  analysts,  customers,  shareholders,   media,  and  all  of  the  other  en@@es  with  an   interest  in  the  enterprise  as  a  whole.  
  • 5. There  is  a  concept  known  as  the  “marke@ng   mix.”    It  is  all  of  the  tools  and  strategies  an   enterprise  uses  to  communicate  its  values,  its   products,  its  services  to  the  public  and  to   customers.    The  marke@ng  mix  includes  display   adver@sing,  tradeshow  par@cipa@on,  direct   marke@ng,  field  sales,  online  marke@ng,  and   public  rela@ons.    Public  rela@ons  is  an  integral   part  of  the  marke@ng  mix.       In  fact,  it  is  the  glue  that  holds  the  mix  together.   Most  enterprises  do  public  rela@ons,  they  just  do   it  unconsciously,  and  therefore  they  do  it  poorly.     The  topics  we’ll  cover  in  this  seminar  are   designed  to  show  you  how  to  do  it  well.  
  • 6. The  six  basic  func@ons  of  PR  in  the  industrial   enterprise  are  talking  to  the  media,  product   marke@ng  issues  like  new  product   introduc@ons  and  new  product  releases,   par@cipa@on  in  tradeshows,  symposia  and   forums,  gaining  editorial  coverage,   communica@ng  with  all  of  the  stakeholders  of   your  company,  and  crisis  management.    There   is  a  seventh  func@on,  sort  of  a  metafunc@on,   that  is  composed  of  all  six,  plus  some  extra… and  that  func@on  is  management  and   conserva@on  of  your  brand.  
  • 7. Customer  empowerment…employee   empowerment…the  Internet  and  the  social   media  from  email  to  TwiPer  have  made  it   necessary  for  even  integrators  to  know  how  to   direct,  not  control,  the  message  they  want  to   present  to  the  public,  their  customers,  and   their  employees  and  suppliers.  It  maPers  what   you  say,  and  it  maPers  what  everyone  else   says.  Just  google   www.insertnameofcompanysucks.com   And  you’ll  see  what  I  mean.  
  • 8. You  don’t  have  products,  do  you?     Of  course  you  do,  even  if  you  are  just  an   integrator  and  it  is  only  a  proprietary  template   or  two.     One  of  the  products  you  have  is  the  reputa@on   of  your  work-­‐products.  Bet  you  don’t  really   see  that  as  a  product  of  itself.   You  can  use  the  same  skills  PR  brings  to   vendors  and  big  customers  to  gain  benefit  for   your  products,  your  reputa@on,  and  your   ability  to  aPract  and  keep  customers,   regardless  of  how  small  a  company  you  are.  
  • 9. Trade  shows  aren’t  dead.  They  are  undergoing  a  sea   change.  As  the  big  old  ones  die,  new  trade  shows  are   born,  more  targeted,  more  effec@ve.  But  how  you  do  at  a   trade  show  depends  nearly  en@rely  on  you,  not  on  the   trade  show  management.       At  a  trade  show,  you  can  kill  several  birds  with  the  same   stone.  Your  customers  can  aPend,  your  suppliers  and   vendor  partners  will  aPend.  Use  a  tradeshow,  even  when   you  aren’t  exhibi@ng.  Schedule  visits  to  your  vendor   partners.  And  above  all,  schedule  visits  with  your   customers.  Invite  them  to  the  show.  Make  sure  you  have   something  to  show  them  that’s  interes@ng  and  new.  This   can  be  incredibly  lucra@ve.  You  can  get  a  customer  to   meet  with  you  away  from  all  office  distrac@ons.  What’s   that  worth  to  you?      Don’t  just  go  to  a  tradeshow  and  wander  around   aimlessly.  
  • 10. Editorial  coverage,  I  can  assure  you,  is   wonderful–  especially  because  it  is  cheap  (but   it  is  not  free–  you  have  to  earn  it)  and  it   imparts  the  imprimatur  of  the  editor  on  the   coverage.   Wri@ng  ar@cles,  gecng  your  customers  to   byline  ar@cles,  and  producing  white  papers   and  tutorials  is  a  very  simple  and  rela@vely   inexpensive  way  to  build  up  your  reputa@on   and  increase  the  number  of  customers  you  can   touch.  Building  customer  bases  is  en@rely  a   numbers  game.  If  they  don’t  know  who  you   are,  you  may  not  even  get  a  chance  to  bid  that   project  you’d  like  to  do  so  much.  
  • 11. Lots  of  @mes  we  forget  to  sell  to  ourselves.   That’s  bad.  It  makes  for  bad  blood,  some@mes   even  permanent  fallings  out,  and  if  you  don’t   talk  to  your  people,  your  investors,  and  the   “inside  folks”  they  become  disaffected  and   leave.  
  • 12. You  think  you  don’t  need  crisis  management?  What   happens  if  a  project  you  did  goes  south?  Suppose   somebody  starts  saying  vicious  things  to  you  on  TwiPer   or  Facebook?  Do  you  have  a  Crisis  Management  Plan   to  go  along  with  your  Disaster  Recovery  Plan?  If  you   do,  great.  Keep  it  up  to  date.  If  you  don’t,  well…oops.       Just  look  at  the  Deepwater  Horizon  disaster.  Think   about  it.  Think  about  Stuxnet  and  Siemens’  PCS7.  Stuff   happens,  and  everybody  who  faces  the  media  and  the   public  needs  to  have  a  message  and  training  on  staying   on  message.     AND  here  is  where  transparency  and  honesty  make   friends.  Really.  
  • 13. Public  rela@ons  is  not  sales.    Public  rela@ons  is  not   adver@sing.    Public  rela@ons  is  that  part  of   marke@ng  that  is  the  glue  that  holds  an  integrated   marke@ng  communica@ons  plan  together.    PR   communicates  the  plan  itself.  It  is  important  to  see   how  this  works.    PR  communicates  any  and  all  of   the  ideas,  concepts  and  values  of  the  enterprise  to   all  of  the  stakeholders  of  the  enterprise…and  is   designed  to  aPain  a  stated  result.    Some@mes  that   result  is  more  “buzz”  about  your  capabili@es.     Some@mes  that  result  is  a  higher  stock  price  or  just   higher  visibility  in  the  market.    Some@mes  that   result  is  crisis  management.  
  • 14. One  of  the  biggest  fallacies  people  fall  into  when   they  think  of  PR  is  that  they  think  a  PR  person  can   communicate  anything  they  have  to,  true  or  not,   and  get  coverage  and  belief.    You  have  only  to  look   to  the  realm  of  poli@cs  and  consumer  business  to   see  that  that  is  far  from  true.    PR  can  communicate   facts,  and  truth.    Yes,  the  facts  are  selected  to   produce  the  correct  desired  response,  but  they   have  to  be  true,  and  they  have  to  be  mostly  “the   whole  story” and  they  have  to  be  interes@ng  and   worthy  of  being  listened  to.    One  of  the  most   common  mistakes  people  make  is  sending  out  the   same  @red  new  product  releases  several  @mes  a   year.    It  just  isn’t  “news.”  
  • 15. You  have  to  tell  the  truth,  no  maPer  how  unpleasant.   If  you’ve  been  good,  you  will  have  an  interes@ng  story   to  tell.  If  you’ve  not,  your  stakeholders  will  have  an   interes@ng  story  to  tell  about  you.  It’s  always  easier  to   stay  in  front  of  the  parade.  Look  at  the  mess  Toyota   got  into  a  couple  of  years  ago,  not  because  they  had   problems,  but  because  they  lied  about  it,  over  and   over.   In  the  old  days,  you  could  tell  people  what  to  think   because  marke@ng  owned  all  the  informa@on   channels.  With  social  media,  this  is  very  not  true.     There  are  so  many  ways  to  communicate  sa@sfac@on   or  dissa@sfac@on  with  a  company  now  that  you  simply   cannot  cover  them  all.  Because  the  customers  control   the  means  of  messaging,  it  is  important  to  be  open,   honest  and  forthright.  Giving  them  more  informa@on  is   bePer  than  less.  
  • 16. Social  media  is  not  new.  There  are  graffi@  on  the  walls   of  Pompei…that  is  social  media.  What’s  different  is   that  it  is  so  easy  to  be  heard  everywhere,  on  Facebook,   LinkedIn,  Google+,  TwiPer,  Foursquare,  and  the  host  of   others.  The  history  of  the  Internet  is  the  history  of   more  and  more  access  to  media  for  the  individual.  You   don’t  have  to  mail  a  complaint  to  a  vendor–  just  post   to  your  favorite  list.       When  Robert  Crandall  was  chairman  of  American   Airlines  he  commissioned  a  study  that  found  that  of   every  10  people  who  had  a  bad  experience,  3  would   talk  about  it,  but  7  would  walk  away  and  never  come   back.  Now,  I  think,  it  is  more  likely  that  7  or  8  will  give   you  a  serious  par@ng  shot  on  social  media  as  they  walk   away.  So  not  only  do  you  lose  customers  you  hear   about  why  they  are  leaving–  and  so  does  everyone   else.  
  • 17. The  key  to  using  social  media  is  to  use  as  many  social   media  clients  as  you  can,  use  them  regularly  and  make   sure  you  are  honest,  direct,  and  clear.  You  can  use   email,  TwiPer,  a  Facebook  page  and  a  Facebook   Group,  and  the  same  things  on  LinkedIn  to  keep  your   name  and  brand  in  the  public  eye  all  the  @me.  You   have  to  do  what  Emerson  has  done.  They  are  the  best   example  of  what  you  can  do  with  social  media.  In  fact,   they  have  a  corporate  director  of  social  media…that’s   all  Jim  Cahill’s  job  is…and  it  is  working.  Emerson  is   doing  the  one  thing  that  counts  more  than  anything  in   the  world  of  social  media…presence  must  be   consistent.  You  can’t  post  or  blog  or  tweet  once  in  a   while.  You  have  to  develop  a  presence  that  is   consistent  and  interes@ng.  This  is  hard  work,  but  the   rewards  are  amazing.  
  • 18. A  campaign  has  a  beginning,  a  middle,  and  an   end.    A  campaign  is  like  a  story,  and  if  you   think  about  planning  a  PR  campaign  as  if  you   were  telling  a  story,  it  is  not  only  a  good   analogy,  it  also  works  very  well  in  prac@ce.     First,  you  have  to  decide  what  the  purpose  of   the  campaign  is.    What  is  the  desired  result?     Do  you  want  to  drive  customers,  editors  and   analysts  to  your  website?    Do  you  want  to   announce  a  new  product?    A  new  service?    Do   you  want  to  trumpet  the  news  of  a  big  order   or  a  new  contract,  or  a  major  strategic   partnership  or  alliance?      
  • 19. A  typical  editor  of  a  typical  industrial  trade  journal  or  website   gets  between  1000  and  1500  press  and  product  releases  every   month.    If  this  doesn’t  give  you  pause,  think  about  how  long  it   takes  to  read  each  one…just  to  read  them.    Most  editorial   departments  do  triage.    They  sort  them  into  two  piles:   frequent  adver@sers  and  not.    They  go  through  both  piles.    If   in  the  first  two  seconds,  something  about  the  release  jumps   out  at  them,  they  save  it.    Otherwise,  it  gets  “round  filed.”  In   self  defense,  many  years  ago,  I  stopped  looking  at  printed   releases,  and  only  consider  email  releases  now.  I  can’t   remember  the  last  @me  somebody  mailed  me  a  release.     This  is  good  news  and  bad  news.  The  good  news  is  that  I  can   handle  them  more  easily.  The  bad  news  is  that  it  is  easier  and   cheaper  to  send  them,  so  I  get  lots  more  of  them.  I  get   releases  that  are  not  even  close  to  my  editorial  purview.  I  get   poli@cal  press  releases,  releases  on  self-­‐help  books,  you  name   it,  because  it  is  really  easy  to  spam  editors.  This  doesn’t  mean   I  read  them.  
  • 20. Here  is  the  real  trick!    The  more  you  know  the  editors  in   your  market,  and  the  more  they  know  you,  the  easier  it  is   to  get  your  well-­‐wriPen,  topical,  targeted  press  or  product   release  run.    It  is  not    about  “who  you  know”  as  much  as  it   is  about  “do  it  right,  and  be  known  to  them.”    Editors  can   do  many  things  for  you.    You  can  get  interes@ng  @dbits  of   compe@@ve  intelligence  by  trading  informa@on  for   informa@on.    You  can  get  that  much-­‐sought-­‐aker   commodity,  free  publicity.    You  can  get  ar@cle  placements,   if  the  editor  knows  you,  and  knows  that  you  can  deliver  on   @me  when  you  say  you  will.    And  if  you  know  the  editor,   you  will  know  what  style  of  wri@ng,  and  what  style  of   image,  are  most  likely  to  get  you  the  press  coverage  you   are  looking  for.  
  • 21. Once  you  have  achieved  a  rela@onship  of   mutual  respect  and  trust  with  the  editorial   staffs  of  your  targeted  publica@ons,  you  can   begin  to  pitch  them  ar@cles  for  editorial  space.     These  are  priceless  in  the  way  they  can  affect   the  market  for  a  product.  One  of  the  greatest   sins  in  industrial  PR  is  submicng  a  “puff   piece”  for  editorial  coverage  when  you’ve   agreed  to  submit  a  1500  word  ar@cle.    The   editor  has  saved  space  for  you,  and  now  he   has  to  find  something  else  to  fit  in  those  four   pages.    He  may  never  accept  another  ar@cle   from  you.      
  • 22. It  is  a  fundamental  axiom  that  if  you  are  going  to   par@cipate  in  a  tradeshow,  you  must  aPend  with  a   plan.  Much  of  that  plan  is  PR.  If  you  are  making  a   new  product  announcement,  you  need  a  PR  plan.  If   you  are  making  some  strategic  alliance   announcements,  you  need  a  PR  plan.    If  you  are   mee@ng  with  analysts  and  editors,  you  need  a  PR   plan.    If  you  want  to  get  your  most  significant  users   to  aPend  and  visit  your  stand,  you  need  a  PR  plan.     A  clear  and  S.M.A.R.T.  PR  plan  for  a  tradeshow  can   make  the  difference  between  a  lackluster  and   expensive  experience  and  a  vibrant  and  useful   venture.    That’s,  for  those  of  you  who  don’t  know   the  acronym,  a  plan  that  is  Specific,  Measureable,    
  • 23. PR  is  the  vehicle  of  choice  to   communicate  the  company  brand.   Together  with  adver@sing,  it  is  the  way   the  company  speaks  to  its  customer   base  and  its  compe@tors  and  the   media  and  analysts  who  moderate  the   marketspace  the  company  lives  in.     The  company  brand  must  be   communicated  in  a  coherent  and   totally  consistent  way  to  the  internal   stakeholders,  external  stakeholders   and  stockholders  of  the  company.  
  • 24. That’s  a  big  fancy  defini@on.    Basically,   your  brand  is  everything  you  stand  for.    It   is  the  image  you  have  created,  and  that   you  live  up  to  every  day  in  the   marketplace.    Anything  you  do  to   reinforce  the  posi@ves  in  your  brand   image  can  only  help,  but  anything  you  do   that  contributes  a  nega@ve  to  your  brand   image  hurts.    And  by  the  “law  of  10,000   APaboys”  a  nega@ve  contribu@on  to   brand  hurts  more  than  a  posi@ve   contribu@on  to  brand  image  helps.  
  • 25. While  marke@ng  is  designed  to  promote   the  company’s  products  and  services,  and   adver@sing  is  designed  to  generate  sales,   PR  is  designed  to  communicate  the  values   on  which  the  company  stands.    These   values  are  what  stand  behind  the   company’s  brand.    These  values  are  the   company  bedrock.  As  long  as  the  company   acts  in  congruence  with  these  values,  PR   can  further  the  image  of  the  company,   and  thus  the  company  brand.    When  the   company  acts  incongruously,  PR  can   ameliorate  the  damage,  but  cannot   en@rely  reduce  it.  
  • 26. United  Airlines  has  stopped  using  the  tagline,  “The   friendly  skies.”    Why?  Simply  put,  United  has  a  reputa@on   for  bad  service,  surly  employees,  and  general   unfriendliness.    Their  tagline  was  causing  cogni@ve   dissonance  and  was  clearly  losing  them  more  friends  than   gaining  them.    Southwest  Airlines  is  a  no-­‐frills  airline.  They   promise  cheap  fares,  and  nothing  else.    And  for  over  25   years,  Southwest  has  been  the  most  successful  airline.     Why?  Because  everything  they  do  is  congruent  with  their   message.    And  they  do  it  with  verve  and  élan.    They  are   en@rely  “on  brand.”    There  is  no  cogni@ve  dissonance   with  Southwest.  You  get  what  you  expect,  and  more.     While  with  United  and  most  of  the  other  airlines,  you   expect  some  service,  some  ameni@es,  some  civility,  and   what  you  get  is  a  lousy  airline.    Too  many  automa@on   companies  act  the  same  way.    Even  the  best  PR    
  • 27. There  is  a  current  trend  toward  debasing  strong  brands.  Even   Southwest  has  fallen  prey  to  this  to  some  extent.  The  idea  is   that  you  can  abuse  “just  a  liPle  bit”  your  customers,  without   hur@ng  the  brand  unduly.  This  supposed  brand  elas@city  is   supposed  to  allow  you  to  extract  more  value  from  the   customer  without  giving  them  more  value…or  giving  them  less   value.     As  Jon  Stewart  said  about  the  proposed  makeover  of  the   “Brave”  heroine  Merida  by  Disney:  They  think  they  can  get   away  with  this  because  they  think  we  are  stupid!  Your   customers  are  not  stupid,  and  they  have  highly  tuned  super   heterodyne  BS  detectors.       They  may  let  you  get  away  with  debasing  your  brand  for  a   while,  but  they’ll  soon  be  looking  around  for  another  vendor   with  the  values  they  originally  saw  in  you  and  your  products   and  services.    
  • 28. Just  as  PR  is  a  channel  for  external  communica@ons,  so  it  can  be  for   internal  communica@ons.    It  is  every  bit  as  important  for  employees,   suppliers  and  other  internal  stakeholders  to  be  informed  on  the   company’s  goals,  objec@ves,  and  values  as  it  is  for  analysts  and  editors   in  the  media,  and  for  stockholders  to  be  informed.    Communica@ng  the   company’s  brand  values  and  vision  internally  and  con@nually  reinforces   them  in  the  minds  of  employees  and  reduces  the  poten@al  for  cogni@ve   dissonance  when  a  customer  runs  across  a  problem  employee.     BP  fell  afoul  of  this  in  the  Deepwater  Horizon  mess.  BP  had,  in  the  five   years  between  the  Texas  City  disaster  and  Deepwater  Horizon,  spent   over  $2  billion  (with  a  B)  on  training  designed  to  create  a  new  safety   culture  in  the  company.  Unfortunately,  even  though  the  effort  had   support  from  the  highest  levels  in  the  company,  it  ran  afoul  of   employees  who  felt  it  was  bePer  to  con@nue  maximizing  bonuses,  etc.   by  not  improving  safety–  and  the  result  is  that  BP  has  now  spent  many   more  billions  trying  to  fix  the  problems  they  caused.       If  all  those  employees  had  been  truly  on  board  with  the  safety  culture   that  Tony  Hawood,  Deb  Grube  and  Ed  Sieg  were  trying  to  create  in  BP,  it   is  arguable  that  the  Deepwater  Horizon  accident  might  not  have   happened.  
  • 29. Typically,  the  only  way  PR  is  knowingly  used  in  most   automa@on  companies  is  for  shareholder   communica@ons.    Shareholders  need  the  same   communica@ons  that  the  internal  stakeholders  do,   and  companies  who  are  forthright  and  forthcoming   with  their  stockholders  and  stakeholders  do  bePer   at  maintaining  their  stock  prices  even  in  the  wake  of   unfavorable  news  than  companies  who  ignore  their   stockholders  except  for  the  annual  report,  and   ignore  their  stakeholders  en@rely.  
  • 30. The  lessons  learned  from  the  downsizings  of  the   1980’s  are  clear.    If  you  want  a  workforce  that  is   on-­‐board  with  the  goals  and  objec@ves,  vision  and   brand  of  the  company,  you  have  to  be  completely   honest  and  open  with  them,  especially  about  bad   news.    Hiding  the  fact  that  layoffs  are  coming   produces  good  old  cogni@ve  dissonance,  which   leads  immediately  to  a  loss  of  trust  in  management.     Employees  (just  like  your  customers)  have   extremely  well-­‐tuned  super  heterodyne  bullshit   detectors  (remember  I  said  this  before),  and  it  is   stupid  to  even  try  to  fool  them,  or  to  think  that  they   don’t  know  what  is  going  on,  just  because  you   haven’t  announced  it  yet.    
  • 31. Every  industrial  enterprise  dreads  the  crisis.    The  call   comes  in  the  middle  of  the  night.    Your  tanker  is  aground.     Your  mine  has  collapsed.    Somebody’s  plant  has   exploded,  and  your  product  was  at  fault.    There  is  a  leak   into  the  groundwater.    Whatever  it  is,  you  need  to  have   planned  for  how  to  handle  a  crisis,  have  a  team  in  place  to   manage  it,  take  responsibility  and  correc@ve  ac@on  swikly,   and  provide  easy  access  to  informa@on  as  honestly  and   openly  as  possible.      
  • 32. These  rules  are  decep@vely  simple,  yet  companies  fail  the   crisis  test  every  day.    Maybe  it  is  just  too  simple.    The  secret  to   crisis  management  is  to  be  open,  honest,  and  work  hard  to   solve  the  problem.       If  it  is  your  fault,  accept  responsibility  early  in  the  crisis,  and   start  correc@ve  ac@on  immediately.  Take  your  lumps.  The   correc@ve  ac@on  you  say  you  will  take  must  be  clear,  quick,   meaningful  and  actually  correct  the  problem–  and  make  the   situa@on  whole  again.  Stonewalling  in  a  crisis  will  get  you   what  Nixon  got.     If  it  is  not  your  fault,  communicate  that  at  every  opportunity,   while  emphasizing  that  you  are  there,  shirtsleeves  rolled  up,   working  to  solve  the  problem  anyway.    Remember  that  you   are  telling  a  story,  as  it  is  happening.    You  are  a  reporter  for   your  company’s  side  of  the  story.    Keep  it  to  Who,  What,   When,  Where,  How  and  Why  as  much  as  you  can.    The  simpler   the  story  you  tell,  the  more  likely  it  will  not  be  changed  much   by  the  media  as  they  report  it.    
  • 33. Okay,  everything  I’ve  told  you  is  true.  But  it  begs  the   ques@on.  The  real  issue  is  how  do  you  actually  put   together  an  integrated  marke@ng  communica@ons  plan   that  works.  For  the  next  few  minutes,  we  are  going  to  look   at  a  new  way  of  seeing  the  problem.  
  • 34. I  find  it  useful  to  look  at  the  things  you  need  to  do  as  part   of  a  cascade  control  loop–  appropriate  for  automa@on   industry  marke@ng,  no?     Look  at  the  tasks  as  OUTBOUND  communica@ons,  first.  All   of  these  things  allow  your  customers  to  find  you,  touch   you,  on  their  terms.  Note  that  all  of  them  are  designed  to   make  you  “authorita@ve”  in  the  Google  sense.  The  more   authorita@ve  you  appear  to  Google,  the  higher  you  will   appear  in  the  organic  search  rankings–  and  the  majority,   maybe  even  the  vast  majority  of  customers  find  you  on   Google  now.  Note  that  all  of  this  is  content.  It  is  high  value   content.  You  can’t  post  much  self-­‐serving  bullshit  on   Wikipedia.  People  stop  reading  white  papers  if  they  are   thinly  disguised  brochureware.  
  • 35. Ever  since  the  studies  showed  that  (except  for   poli@cal  hot  buPon  issues)  Wikipedia  is  as   authorita@ve  as  any  other  reference  work,  people   have  been  looking  up  automa@on  related  topics   there.  One  of  the  most  significant  things  you  can  do   is  to  make  sure  that  you  have  good  Wikipedia  pages   for  the  company,  for  its  products,  and  that  your   principals  and  experts  have  biographical  essays,  CVs   and  bibliographies  on  Wikipedia.  It  is  also  worth   many  bonus  points  to  contribute  to  pages  on   industry  issues.  Wikipedia  can  then  become  the   core  of  your  campaign  to  make  your  brand   “authorita@ve.”  
  • 36. Highly  technical  marke@ng  has  always  had  a  spot  for  ar@cles   and  whitepapers.  The  problem  is  that  while  everyone  knows   that  you  should  write  them,  everyone  also  has  the  opinion   that  if  an  employee  has  the  @me  to  write  them,  he  or  she  isn’t   doing  their  real  job,  or  is  underemployed.     Nothing  could  be  further  from  the  truth.  The  fact  is,   customers  want  NONCOMMERCIAL  sources  of  informa@on.   Your  company  has  some  of  the  best  experts  on  how  to  apply   the  products  you  make  anywhere.  It  is  really  important  to   consistently  create  good,  high  quality,  non-­‐commercial   whitepapers  and  applica@on  and  case  study  ar@cles.  Again,   like  social  media,  it  is  important  to  do  this  consistently,  so  that   customers  and  poten@al  customers  can  expect  to  see  new   material  on  a  regular  schedule.  There  are  also  numerous  ways   to  campaign  those  white  papers  and  ar@cles,  too,  and  the   sales  leads  you  get  are  generally  either  A  or  B  level  leads.  
  • 37. Presenta@ons,  short  courses,  and  webinars  are  another   way  to  aPract  an  audience  to  share  your  exper@se.  Once   again,  these  cannot  be  sales  pitches.  Webinars  used  to  be   prohibi@vely  expensive  to  do,  but  with  tools  like   GoToWebinar  (which  happens  to  be  the  webinar  engine   we  are  using  today),  anyone  can  produce,  present  and   record  a  webinar.  Recorded  webinars  are  tremendous   sources  of  more  data  for  Wikipedia.    
  • 38. Once  you  have  your  recorded  presenta@on,  and   your  webinar,  post  them  on  YouTube.  There  are   thousands  of  automa@on  related  audio  and  video   tracks  on  YouTube.  You  can  stream  them  to  your   website,  you  can  campaign  them,  you  can  send   people  to  them  in  many  different  ways  using  social   media.  How  much  viewership  can  something  like   flow  measurement,  for  example,  get?     Well,  the  video  of  me  talking  about  “Back  To  Basics:   DP  Flow  Measurement”  has  had  over  55  thousand   views  in  four  years.  
  • 39. Just  like  Wikipedia  is  the  anchor  of  your  Outbound   communica@on  loop,  your  own  blogs  are  the   linchpin  of  the  inbound  communica@on  loop.  Yes,   blogging  is  an  outbound  ac@vity,  but  the  reason  you   are  doing  it  is  to  increase  the  crea@on  of  a   community  around  your  company  and  your   products.  But  you  can’t  just  blog.  You  have  to  push   the  stuff  you  are  blogging  (as  well  as  all  the  stuff   you  are  producing  as  outbound  content)  to  your   customers,  and  people  who  might  become  your   customers.  Blogging  must  be  consistent.  You  can   have  one  blog,  or  mul@ple  blogs.  Each  blog  should   have  its  own  “voice”  that  people  come  to  recognize.    
  • 40. Here  is  where  social  media  are  cri@cal.  This  is  how   you  interact  with  your  customers  and  stakeholders–   how  you  disseminate  the  knowledge  you  have   amassed,  and  the  content  you  have  created.  Here  is   where  people  comment  on  what  you  say,  and   expect  you  to  listen  to  them.  This  is  the  feedback   por@on  of  the  cascade  control  loop.  
  • 41. This  en@re  system,  this  en@re  integrated  marke@ng   communica@ons  program,  depends  on  content,  and  lots  of  it.   The  good  news  is  that  there  are  content  creators  available   who  are  capable  of  producing  as  much  content  as  you  want  or   need,  without  breaking  your  bank.  Look  for  people  with   industry  and  applica@on  specific  knowledge  already.  You   should  not  have  to  spend  hours  or  days  teaching  the  content   provider  your  business.  There  are  several  good  content   providers  I  recommend  to  people  when  they  ask.     You  do  have  to  spend  the  money,  though.  You  can’t  just  say   you  are  going  to  do  all  these  things.  You  have  to  have  the   content  wriPen  or  produced,  and  you  have  to  have  schedules   for  producing  and  publishing  it.  Otherwise,  you  are  just   mouthing  motherhood  statements.     And  then  you’ll  have  the  opinion  that  all  this  newfangled   interac@ve  marke@ng  communica@ons  stuff  doesn’t  work.  It   does,  YOU  don’t.  
  • 42. So  that’s  PR  for  Automa@on  Professionals.    I  hope  you  have  a  bePer   understanding  of  PR’s  place  in  the  marke@ng  mix,  and  how  important  proper   use  of  public  rela@ons  can  be  to  the  strength  of  your  company  and  your   brand.    In  a  minute  we’ll  open  the  discussion  up  to  ques@ons,  but  I  want  to   thank  you  for  the  opportunity  to  speak  to  you  today.    I’ve  enjoyed  it  and  I   hope  you  have  too.     We  will  be  pos@ng  the  recording  of  this  webinar,  but  if  you  want  a  PDF  copy   of  the  slides  and  speakers  notes,  send  me  your  contact  informa@on  at   walt@waltboyes.com  and  I’ll  see  that  you  get  one.     If  aker  the  webinar,  you  have  ques@ons  on  a  specific  issue,  feel  free  to   contact  me  either  at  Control  or  at  Spitzer  and  Boyes  LLC.     And  now,  on  to  ques@ons!