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Pub355 How to Write a 7 Sentence Marketing Plan
1. What Makes a Good 7-Sentence Plan
PUB 355: April 1, 2011
by Monique Trottier
monique@boxcarmarketing.com
You should follow me on twitter @boxcarmarketing
2. Sentence 1: Purpose
Be specific, make sure to include the measurable goals
(actual numbers)
Geist > Engagement (Arco Marketing)
Go on to detail goals and specific numbers:
Goal 1: Reach & Maintain Audience. Increase FB fans 2–4% a week, Twitter 2.5% a week
Goal 2: Get constituents to talk to each other: # RTs, comments, photo submissions
Goal 3: Increase subscribers overall by 5–10%; double digital edition from 1500–3000
monique@boxcarmarketing.com
twitter: @boxcarmarketing
3. Sentence 2: Will accomplish by...
Make a clear connection to stated goals in #1. Summarize what
you’re going to do to accomplish the goal, and what business
objective the goal meets. Sentence #5 is an extension of #1 & 2
and provides more specific details. Repetition is ok.
Ardea > Lead Gen (Dynamite)
Goal #2: recruit new customers – 3 new customers to come into the store per week
(MT: Measure store traffic. Measure referral through promo activities.)
In order to recruit new customers, we will target them through several different channels.
• Coupons to customers attending events if they “refer a friend”, i.e., bring a friend to the
next book club meeting or author reading. This will help promote both our brand as well
as get a new person into the physical space of the store where we can interact with
them and/or encourage impulse buying.
• Collaborating with other local shops (coffee shops for example) to offer incentives
(coupons) to visit our store/theirs. This gives us the potential to reach a new audience.
monique@boxcarmarketing.com
twitter: @boxcarmarketing
4. Sentence 3: Audience
Clearly identified audience groups and provided persona for
each. I need/want statements relevant to goals, purpose, tactics.
Ardea > Engagement (Cellar Door)
Goal: The purpose of our marketing plan is to engage more deeply with Ardea customers
in an online setting in order to increase brand visibility and exposure through social
media. Our focus will be on increasing Ardea’s online audience and subscribers with the
intention of applying different stages of customer engagement and building a list which
can be used for future marketing opportunities.
Barbara, Community Planner
Basics: Late 40’s, female, and serves on the board of directors of the University of British
Columbia (UBC) campus as a community planner. She is committed to building a sustainable
and secure campus where students and families can live and study. She has worked for UBC
for the past 20 years and her position requires her to develop short and long term plans for the
revitalization of the community.
Barbara takes pleasure keeping up to date with modern day technologies and understands
that the online world is rapidly expanding and pertaining a significant role. However she
doesn’t exactly know how to use social media and only dabbles a little for quick information.
Professional and personal background:
Barbara is from Vancouver and generally lives and works in the municipality of Point Grey.
Barbara is quite creative, smart and looks for outlets that let her exercise these traits. She is
interested in art, blogging, gardening, watching movies, sharing coffee with friends, and thinks monique@boxcarmarketing.com
one can never read enough books! twitter: @boxcarmarketing
5. Sentence 3: Audience
Quote:
“I understand the times are evolving into an online world, but I am old fashioned. I don’t stray
far from my neighbourhood and I like to spend my money where people know my name and I
am affiliated with a group. I don’t try to keep up with new media and since I never needed it
before, I don’t see why I need it now.”
Technological background:
For someone who works on many deadlines, Barbara does not care to spend her time or
money using complicated technologies and hard to source websites. Barbara does not realize
the easy way to keep track of bookmarking her favourite websites that are available on the
Internet. Barbara just reads websites and blogs for quick information. She also uses an e-mail
account and has a profile on Facebook. However, she is not very active on Facebook or any
other social media sites and only uses it to view photos of her friends.
Barbara views the following websites for quick information:
- cbc.ca
- http://blogs.ubc.ca
- kitsilano.ca
- VancouverIsAwesome.com
- cinemaclock.com
monique@boxcarmarketing.com
twitter: @boxcarmarketing
6. Sentence 3: Audience
Goals:
- How do I know which books would interest me?
- How does local news relate to your store?
- I don’t know how to deal with confusing websites, tell me what I should know.
I need/I want:
- I want a knowledgeable source
- I want trustworthy recommendations for future books
- I want the process to be easy and fast
- I want to learn at my own convenience
- I need to see the importance of how this applies to me
- I want to be involved in my community
- I want to see value in where I spend my money
(MT: Acts as a guide for content that will resonate, indicates promotions that build
reputation and make a clear connection to the community. Checkpoint for whether
activities suggested in #5 will be acted upon by this audience. Indicates what metrics
should be considered and if goals in #1/2 are attainable.)
monique@boxcarmarketing.com
twitter: @boxcarmarketing
7. Sentence 4: Niche
If I was a journalist writing a story about the client / contest /
promo, what info do you want me to include in my article? What
is the story angle?
S.P.H.E.R.E. “so what”, “personality”, “ego”, “relevancy”, “effort”
So what?
Why do your consumers care about the brand?
What is interesting about this project?
What makes you different from your competitors.
Why do consumers pick you vs. another product/service?
Personality
What are the adjectives that describe the brand.
What are the adjectives that describe your consumers?
Do you have a spokesperson? Are there fans/advocates for your brand?
Ego
Why do your consumers want to engage with you? What’s in it for them?
Relevancy
There is a relevancy between the audiences’ motivations and the brand? The project?
Effort
Do not underestimate the amount of effort in creating an effective community. What effort do
you need to put into this campaign in order to keep people long-term? monique@boxcarmarketing.com
twitter: @boxcarmarketing
8. Sentence 4: Niche
Geist > Lead Generators
Goal: To get more kits into the classroom and increase awareness among CDN high school
instructors that these kits are available. We will measure success by the number of FREE kits
being requested by teachers. In return, we will collect their contact information including their
address and email.
Characteristics of the audience
● High school teachers who are tired of their routine-based classes and are in a need to be
inspired in terms of how they can create assignments that can excite their students. Due to the
budget cuts in many schools around the globe teachers are limited with resources, and are in
turn limited in what they can do creatively with their students.Why audiences care
● Audiences will gain respect for the brand and in turn, care about Geist because they will
come to realize that we are there to help them.
● Considering that the material is free, teachers have nothing to lose. In exchange for
magazines, our company will gain recognition and as a result, more people would explore
what the company has to offer.
monique@boxcarmarketing.com
twitter: @boxcarmarketing
9. Sentence 4: Niche
How will Geist benefit Sarah (a persona identified in #3)?
Poetry section:
According to Sarah the poetry section is often use as a way to unleash student’s creative mind
and increase students’ ability to understand poetry. For example, from issue 78 a poem name
Tenement Song written by Gillian Jerome was given. In the beginning of English class, Sarah
will put the poem on overhead and the whole class will read it over together. Next, students
will be split into groups and brainstorm together to come up with the possible meaning and
connotations of the poem. In the end, groups will exchange their ideas with the whole class
and see what different interpretations they come up with. Sarah felt that by doing this, it not
only makes the poetry more interesting it also creates a bond between students. Additionally, it
educates students to respect one another’s creative work.
Connect the audience with Geist’s business identity/ how does Geist reflect their
personalities and interest?
Geist reflects on its audience’s creative ability through their postcard contest while satisfying
its consumer’s need for some “fun” through their crossword puzzles.
After looking at the FB group, we saw pictures of individuals who seem to have an “edge” to
them. For example, participants wore t-shirts that says “Geist kicks ass”
* Audiences need to understand that our brand is one that is fun and interesting
* Students will connect with the brand if they realize that the people associated with Geist are
one’s that they would want to be around and relate to.
monique@boxcarmarketing.com
twitter: @boxcarmarketing
10. Sentence 4: Niche
Competitor Info
• Include info on the types of promotions your competitors undertake and how/why your
campaign will stand out
• Be clear in noting your competitive advantage
• Identify your competitors Fan/Follower numbers so you have a baseline for your KPIs
Geist > Engagement (Arco)
monique@boxcarmarketing.com
twitter: @boxcarmarketing
11. Good Sample Answer
What is your niche?
My Mini Club is a Facebook Page and a website that offers an online community to welcome
customers, enthusiasts, and fans of the Fuji Instax Mini camera. The theme of My Mini Club is
“Make your moment special” which implies that when a person visits the website, they will feel
the site is fun and memorable. It also implies that every time a person uses the camera, it
captures that specific moment in time. My Mini Club offers an online community that
encourages interaction from its staff members to its users through the website. The customer
service staff is easily approachable for the users to answer questions, get stock updates, or to
get help making a purchase decision of the products that they desire. My Mini Club’s products
also have a lower price that is attractive to our target audience.
So what?
• Prospective customers want to learn more about the Fuji Instax Mini
• Access to information about the use of this camera is not readily available at any brick and
mortar places in North America and there is really limited content online.
• My Mini Club offers good customer support and is easy going, friendly, and knowledgeable.
Why do people need to care about this camera?
• Fuji Instax Mini is not widely available in North America. It is an alternative to a Polaroid.
• This camera offers a different style of photo taking that the target audience is interested in
and fulfills a need in the market of the Lower Mainland for this type of photography.
Personality
• My Mini Club is a welcoming site for people to see the feedback and questions
• For the types of personalities that use this camera, they like to show their photos physically,
whether in their wallet, photo album, or a scrap book. They like to share their photos. Giving
it to the person they want instantly instead of emailing the photo to them or printing it.
monique@boxcarmarketing.com
twitter: @boxcarmarketing
12. Good Sample Answer
Hook
• One of the main goals of My Mini Club is to attract people to go to their website or Facebook
page by pulling people onto our space and hooking them on to the content.
• Some things that they do well in this aspect are the up to date content that they post on the
Facebook wall. They post attractive pictures or catchy subject lines from time to time to try to
attract a new audience. For example, a recent post on their Facebook wall was “Guess how
many packs of film there are”, with a picture of a “mountain” of film boxes.
Ego
• There is motivations on why people go to My Mini Club and decide to make a purchase. The
audience wants to join the community that this site is creating.
• They see their friends are using the camera, so they want to see what it is all about and see
why they are enjoying it or not.
• Most people in North America are use to using a regular camera and smart phones. The
target audience wants something different and is unique.
• My Mini Club can show them the advantages and functions of the camera. With enough
motivation, this can create an interest on interacting on the site and even an interest in a
purchase decision.
Relevancy
• There is a relevancy between the audiences’ motivations and what My Mini Club is asking
them to do.
• For example, the staff can post a YouTube video on the wall about a tip that customers can
use the camera better to take better portrait shots in bad lighting. Not only does this offer a
reason to hook someone to our content, but also be relevant to the audiences’ motivations
because it can be something that they are looking for. My Mini Club can find out about what
the audience is interested in and post relevant content on their Facebook Wall or discussions
page or create new sections on the site. monique@boxcarmarketing.com
twitter: @boxcarmarketing
13. Good Sample Answer
Effort
My Mini Club should not underestimate the amount of effort in creating an effective community.
My Mini Club can continue to get people to talk more on the site and make the Facebook page
grow as a community. Getting returning viewers and customers onto the site to contribute can
create more of a community, as it creates more areas of interest. The more interest My Mini
Club can get, the higher level of “word of mouth” would likely occur.
Benefits and competitive advantage
My Mini Club provides tip, tricks and new ideas from turning vintage style cameras, such as
the Fuji Instax Mini, into modern day fun. Our friendliness and helpful tips provide a high level
of customer satisfaction for all current owners of the camera,
Currently, there are very few suppliers in Canada that sell this similar product. My Mini Club’s
pricing is below all the major big box retailers and small businesses that sell the similar
products. We provide in-person service for all transactions and at all the convenient pick-up
locations in the Lower Mainland. All taxes are included within the price listed on My Mini Club’s
website and on the Facebook Page for easier accessibility.
One of the competitive advantages that My Mini Club has is their customer service and
interaction on their Facebook page that creates an online community. They want to make the
people feel welcomed to the site and if they like what they see, they can “like” their Facebook
page and become a fan. The staff is easily approachable because they can be seen
answering people’s questions very quickly. The users on the site like to post and share their
thoughts, questions, and their photos that they have taken with the Fuji Instax Mini cameras.
Positioning statement for My Mini Club:
For the young and instant camera loving people who wants to keep and share their instant
moments. My Mini Club is a fun and welcoming Facebook page that provides a fun and
interacting online community. Unlike main competitor sites like divainn.com or big box retailers
selling similar cameras, My Mini Club provides customers with a place to come together and monique@boxcarmarketing.com
share their photos, tips, thoughts, and experiences. twitter: @boxcarmarketing
14. Sentence 5: Strategy & Tools
Make a very clear connection between goals in #1, how you will accomplish #2, and
tactics in #5. Tie it into #7 for KPIs. Redundancy is ok. Each sentence builds on the
previous.
Ardea > online / offline (Glasses & Mustaches)
monique@boxcarmarketing.com
twitter: @boxcarmarketing
15. Sentence 6: Business Identity
Geist > Online / offline (Merkatiko6S)
Goal: Draw in a larger audience by hosting a Geist writing career conference at SFU. The
objective will be to get the Geist brand out there and to urge talented student writers to look at
becoming contributing members of the Canadian literature scene by submitting their work; if a
connection can be drawn between Geist and a future career, then many young graduates or
soon to be graduates will be drawn to what Geist offers.
#6: The brand personality of Geist Magazine, in general, is intelligent, fun, humorous, literary
focused and educating with user-friendly writing. These are characteristics that you don't see
very often in literary magazines, with each of the issue consisting of photography, comics,
poetry, movie/books review and their “legendary” crossword puzzle.
Geist encourages readers to summit their own work and share them on their magazine, hence
creating an interactive environment between the reader and the publisher. Anyone interested
in Geist is welcome to join this growing online community. In order to draw connection to
Geist’s characteristic in our conference's context, we will define Geist based on two
characteristics...
monique@boxcarmarketing.com
twitter: @boxcarmarketing
16. Sentence 7: Budget / KPI
Identify all costs, hours, and KPIs. Make sure the KPIs are directly related to your goals
in #1. Ensure there is clear alignment between #1, 2, 5, & 7. Consider a grid that shows
Goal > Actions (you want the customer to take) > Tactics (that you will employ) > KPIs
(how you’ll measure success)
See again Ardea > Online / Offline (Glasses & Mustaches)
monique@boxcarmarketing.com
twitter: @boxcarmarketing
17. Understanding what to measure
In addition to the grid they provided in #5, they used #7 to talk about measurements
by platform.
1. Facebook.
Budgeted/Allocated Time: Facebook page maintenance will require about 3.5 hours over
the course of a week (30min a day). During campaigns it will require an additional 0.5
hours per day for each day of the campaign (per question 5).
To increase traffic to Ardea Book’s discussion page, we will be creating an online book
club. Success will be measured by seeing an increase in post by customers. Our initial
baseline number is 25 posts per month.
Part of our marketing campaign will be to engage customers to participate online to
develop the Ardea brand. Therefore, we will be increasing the number of photos and
member-photo involvement on Ardea’s Facebook page. We will be adding 25 photos per
month and, we aim to have 25% of these photos to include personal tags.
monique@boxcarmarketing.com
twitter: @boxcarmarketing
18. There are 2 things we like to measure:
Things that lead to sales
Sales
Monique Trottier
@BoxcarMarketing
20. Things that lead to sales
Twitter Followers Customer Feedback
RTs
Facebook Fans
Email Opens
Website Visitors
Press Mentions
Sales
Monique Trottier
@BoxcarMarketing
21. Things that lead to sales
Acquisition Website Visitors, time on site
Number of pageviews, repeat visits,
Activation subscription (email, blog), account
sign-up (profile data), Fan/Follower
Email Opens, Click-throughs,
Retention Repeat visits
Press Mention, RT,
Referral Refers 1+visitors to the site;
Refers 1+ visitors who activate
Sales
Monique Trottier
@BoxcarMarketing
22. If you don’t know where you’re going, any road will
get you there.
Misquote from Alice in Wonderland
Monique Trottier
@BoxcarMarketing
23. A simple Contest
• Reach a new audience or reinforce our connection to an existing audience
Goal Lifecycle Marketing Tactic Customer Action Metrics
@ / RT / Comment
Response Visitors
Acquire Subscriptions
Reach a new Listen Visit to the site
Activate (email/RSS)
audience Introduce Subscribe Fan/Follower
Retain
Return Account sign-up
Return Visits
@ / RT / Comment
Response Repeat visits
Reinforce our Retain Talk Email opens
Visit the site
connection to Referral Pitch CTR / Goal Funnel
Act Mentions
existing audience Revenue Thank
Refer Referrals
Referrals who convert
24. A simple campaign to build Reputation
• Use a blog to establish authority / expertise.
• Focus on writing good content first and self-promotion second
Goal Metrics
Pagerank +
Nth position in relation to competitors by a # inbound links from influential blogs
certain date # bookmarks (Delicious)
Google Position in Search Results
Volume of organic traffic per month
# inbound links from influential sites
X% increase of traffic per month
# email subscribers or fan/followers who can
be directed to the site
X$ per month attributable to Segment and Funnel:
referrals from blog Traffic that converts to sales
25. A really simple campaign to increase Engagement
• Be nice to customers who mention you on Twitter
Goal Metrics
# positive comments sent to customers per
week w/in given timeframe
Increase # positive conversations # of conversations that started from those
comments
# additional activation points
26. A simple campaign to increase In-Store Sales
• Implement a promotion on social media.
• Give participants a printable campaign voucher so you can track sales
Goal Metrics
Goal Funnel: Impressions,
Download voucher
Form Completion; Downloads
$ monthly sales monthly sales
% increase in store traffic over
monthly store traffic
pre-promo period
Attract an audience in a particular area traffic from particular area
27. A simple campaign to increase Online Sales
• Use Twitter or Facebook to inform prospects about special promotions.
• Exclusive, limited-customer/limited time offers.
Goal Metrics
Increase monthly sales / subscriptions monthly sales attributable directly to SMM
Segment & Funnel: new customers
Increase % value from new customers
attributable directly to campaign
Increase conversions from Segment & Funnel: monthly revenue
Twitter traffic generated from customers from Twitter
Repeat customers from that group
Retain X% of new customers
Unsubscribe rates
28. Social Media Measurements
Content
Platform Ratio of Posts to X Peak Conversion
Resonance
Opens
Day
Email Opens CTR
Time of Day
Unsubscribes
RTs
Day
Twitter RTs @
Time of Day
Recos
Like
Day
Facebook Interactions Share
Time of Day
Comment
Monique Trottier
@BoxcarMarketing
29. Preparing Draft 3
Ardea > Lead Generation
#1 & 2: It’s ok how you’ve combined these because you have specific, measurable goals
and you identify the business reason behind these goals.
#7 provides strong background information.
#5 is a good list of the tools, but there needs to be a clearer connection between the tool
choice and how it’s used to meet the goals identified in #1 and 2.
To improve #5, create a grid as discussed that pulls in information from #1, 2 and 7:
Goals > Actions > Tactics > KPIs
Goal = bullet points of goals identified in #1 and #2
Actions = actions you want the customer to take to meet your goals
Tactics = bullet points of activities that you will employ to motivate your audience to take
the desired action
KPIs = how you’ll measure if your tactics are resulting in the desired actions that mean
you are meeting your goals
# 3 Audience: Review personas to make a connection between their motivations and your
marketing activities. Add the I need/I want statements for each persona and make sure
those motivations reflect the tactics you undertake in #5.
#4 Niche: To refine your SPHERE section, imagine you are writing a press release about
one of your marketing activities, perhaps the promotion of an in-store event. Write the
headline and summary, like our in-class exercise. This will help you refine the true media
“hooks” and the “so what”—why people should care.
#6 Identity: The competitor info here is good. Just consider how Ardea compares. See the monique@boxcarmarketing.com
Competitive Advantage section of the Sample for My Mini Club. twitter: @boxcarmarketing
30. Preparing Draft 3
Ardea > Engagement
#1. Good info and summary of what you’ll measure. Just make sure you are taking into
account what your client is already doing. If they have a FB page already, what exactly are
you building that is different than what they have.
#2. Good descriptive content in 1, 2, 5 and 7. But you would benefit from creating a grid
that outlines Goals > Actions > Tactics > KPIs. (Not a replacement for the existing content,
just a way to provide a single view on what you’re suggesting.)
Goal = bullet points of goals identified in #1 and #2
Actions = actions you want the customer to take to meet your goals
Tactics = bullet points of activities that you will employ to motivate your audience to take
the desired action
KPIs = how you’ll measure if your tactics are resulting in the desired actions that mean
you are meeting your goals
#3. Great persona work. To take it to an A+ make the connection to what the audience
wants/needs and how you’ll establish Ardea as that knowledgeable, reputable, community-
minded, trusted source for book info.
#5. Good ideas here and samples of how you would execute these tactics. The grid will
help align the goals > actions > tactics > KPIs in a single view. Ensure your metrics are
consistent throughout each section.
Do some follow up research on FB Discussions and how to make that successful if it’s one
of your tactics. Same with the video newsletter. Both are good ideas but are hard to
execute. If you had some case studies or examples of successful implementation on other
sites, then it would reinforce the credibility of these tactics.
monique@boxcarmarketing.com
twitter: @boxcarmarketing
31. Ardea > Online / Offline
Preparing Draft 3
#1 & 2. Great ideas all around. Your #5, which is broken down by platform, is actually
closer to what you want for 1 and 2. You are creating a different view of that same info but
grouping it instead by overall business goal. To refine your answer, it’s just a matter of
shuffling around the information. #5 and #7 are working well together because they are
broken down by platform. Just re-jig #1 and 2.
For #1 and 2, create a view that is Overall Goal > Desired Customer Actions > Your
Marketing Tactics > KPIs.
One approach is to merge what you define in #2 as a Result with what you identify in #1 as
a goal. You could start with the grids in #2 and put in specific metrics, i.e., increase visits to
the website by X%. Then make the Results column your Goal column. Sort your goals into
groups of things that are Sales-related goals (things specific to $) and goals related to
Awareness, Engagement and Reputation (soft goals, which influence sales, but have a
non-financial impact).
(In your # 2 grid Strategy = what you want to do. Actions = why you want to do it. Results =
what you expect.)
Next step, in order to better describe your business objectives (why you want to do
something), refine the grid so that:
Goal = Bullet point of overall business goal/result. i.e.,
Increase traffic to the website by X%
Actions = What we want the customers to do: i.e., visit the website, visit the store, sign
up for email news, come to Meet the staff.
Tactics = A combo of your current Strategy+Action columns. How you’re going to get
customers to take the above actions. i.e., create staff profiles and establish a
relationship between staff & customers through online engagement and in-
person “Meet the Staff” event.
KPIs = All the things you can measure related to the desired customer actions, which monique@boxcarmarketing.com
are also aligned with your goals. twitter: @boxcarmarketing
32. Preparing Draft 3
#3. Most of your tactics are for a local audience so I’d more the persona work on tourist to
an appendix
#5. Some samples of how you’d execute these tactics would move you to an A+.
Blogger outreach list: Vancouver bloggers who could be pitched to write about Ardea. See
tips in separate email.
Think about the other location-based tools that have been presented in class. Google
Places is a great example, but don’t forget the others. Actually getting them listed in all
relevant directories (Foursquare, Yelp, etc.) would be cost-effective, a great example of
online-offline for local businesses, in particular for meeting the goal of getting people into
the store.
monique@boxcarmarketing.com
twitter: @boxcarmarketing
33. Preparing Draft 3
Geist > Lead Gen
Overall great ideas. You need to group information into their relevant sections though.
Can you reshuffle the content and let me view again? Take into consideration the feedback
for the other groups and what content should be in each section.
I’d like to see a clear grid like we’ve talked about with the other groups showing
Goals > Actions > Tactics > KPIs
Goal = bullet points of goals identified in #1 and #2
Actions = actions you want the customer to take to meet your goals
Tactics = bullet points of activities that you will employ to motivate your audience to take
the desired action
KPIs = how you’ll measure if your tactics are resulting in the desired actions that mean
you are meeting your goals
Great insights into the persona and how the kits will benefit each persona.
#7. If you can get the measurements for success outlined in 1, 2, and 5, then we can come
back to your cost breakdowns related to the tactics you want to use. I’m not clearly
understanding your calculations.
monique@boxcarmarketing.com
twitter: @boxcarmarketing
34. Preparing Draft 3
Geist > Engagement
#1. Fill in a couple of the blanks. If you mention a website, include the URL and the traffic
numbers (inbound links, twitter followers, etc.) that demonstrate relevance.
#2, 4 and 5. Where noted, provide some samples of how you’d execute your tactics.
Sample tweets, press release headline/summary,
#3. Make a connection between persona’s motivations and how you’ll get them aligned to
do what you want them to do (desired customer actions that mean success)
#4. Competitor Numbers would be handy to include in the doc. See example MyMiniClub
example and think about how Geist stands out from these competitors. Or mention what
promo activities these competitors engage in that Geist could adapt. Basically just answer
how Geist can stand out from the competition better.
#5 & 7. Would love to see a grid Goals > Actions > Tactics > KPIs as discussed with other
groups.
#6. Very good
monique@boxcarmarketing.com
twitter: @boxcarmarketing
35. Preparing Draft 3
Geist > Online / Offline
#1. Great ideas and reasoning. Remember 1, 2, 5 and 7 work together. Provide a grid view
that helps clearly outline your Goals > Actions > Tactics > KPIs.
Goal = bullet points of goals identified in #1 and #2. Make sure you have specific #s.
Actions = actions you want the customer to take to meet your goals
Tactics = bullet points of activities that you will employ to motivate your audience to take
the desired action
KPIs = how you’ll measure if your tactics are resulting in the desired actions that mean
you are meeting your goals
#2. Great descriptive content that shows you understand the business justification for what
you’re proposing. Again, you just want to synthesize that info into a bulleted/grid format
with some specific metrics.
#3. Good job with personas. Just make the connection between the I need/I want and how
the conference meets those needs. See the MyMiniClub Ego example.
#4. Provide a sample of how you’d execute your tactics. Write the event description for
Eventbrite or a press release Headline/Summary announcing the event. Provide 5 tweets.
monique@boxcarmarketing.com
twitter: @boxcarmarketing
36. Preparing Draft 3
#5. Same issue as previous groups. You have the right grid format, but need to refine the
content in the grid.
Next step, in order to better describe your business objectives (why you want to do
something), refine the grid so that:
Goal = Bullet point of overall goal/result. i.e., Sell-out event (500 ppl paying $10)
Actions = What we want the customers to do: i.e., visit event page, sign up for the event,
share with others
Tactics = A combo of your other columns. How you’re going to get
customers to take the above actions. i.e., advertise event on FB
KPIs = All the things you can measure related to the desired customer actions, which
are also aligned with your goals. # attendees, # pageviews of event, # RTs/
Shares of event info
#7. Good descriptive text. Make sure all your costs are listed. The #5 grid will help outline
the KPIs.
monique@boxcarmarketing.com
twitter: @boxcarmarketing
37. Next Week: In-Class Test
• Meet in Room 1325
• I’ll explain the exercise
• Who’s bringing a laptop?
• What resources can you use during the test?
• How to prepare
• Draft 3 due April 15
monique@boxcarmarketing.com
You should follow me on twitter @boxcarmarketing