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A Seven Step Scientific
Method for Selling Social
Media to Skeptics
       MarketingProfs PRO Seminar - 2.24.11




       Sametz Blackstone Associates
Sound
familiar?
Um… What’s a
Twitter?




               3
Oh, right! Facebook!
That’s where I play
Farmville!




                       4
People actually care
about what you had for
lunch?




                         5
Feh. Just a fad.




                   6
Can’t we get the intern
to do it?




                          7
Image: http://www.flickr.com/photos/anderspace/   8
WHAT’S THE ROI?




                  9
What’s really going on?
Image: http://www.flickr.com/photos/offthahook-two/
Why?
SCIENCE.




           Image: http://www.docstoc.com/docs/33964154/The-Physics-of-Roller-Coasters
Well,
homeostasis,
really.


               Image: http://www.docstoc.com/docs/33964154/The-Physics-of-Roller-Coasters
What’s that?
The property of a
system, either open or
closed, that regulates
its internal
environment and tends
to maintain a stable,
constant condition. 
Folks are here:
And want to be here:
What’s happening…



           CHANGE   AFTER




  BEFORE
Or not.



            (denial)

   BEFORE
It’s a process.
And it looks like this:
Or rather…this.
The Stages of
         Social Media Acceptance

Energy




                                                                                 Time
                                                                                             Adaptation of
                   http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/
                            and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
The Stages of
         Social Media Acceptance

Energy




         1. Shock
         "There's no chance anyone
         cares what you had for
         lunch."



                                                                                                   Time
                                                                                                               Adaptation of
                                     http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/
                                              and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
The Stages of
         Social Media Acceptance

Energy




                            2. Denial
                            "Yes, and we all loved acid
                            wash, too."




         1. Shock
         "There's no chance anyone
         cares what you had for
         lunch."



                                                                                                      Time
                                                                                                                  Adaptation of
                                        http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/
                                                 and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
The Stages of
         Social Media Acceptance

Energy




                            2. Denial
                            "Yes, and we all loved acid
                            wash, too."



                                                     3. Negotiation
                                                     "Surely I can tweet from my
                                                     rotary phone?"



         1. Shock
         "There's no chance anyone
         cares what you had for
         lunch."



                                                                                                      Time
                                                                                                                  Adaptation of
                                        http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/
                                                 and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
The Stages of
         Social Media Acceptance

Energy




                            2. Denial
                            "Yes, and we all loved acid
                            wash, too."



                                                     3. Negotiation
                                                     "Surely I can tweet from my
                                                     rotary phone?"



         1. Shock
         "There's no chance anyone
         cares what you had for
         lunch."
                                            4. Depression
                                            Checking in @ "Valley of Tears”

                                                                                                      Time
                                                                                                                  Adaptation of
                                        http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/
                                                 and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
The Stages of
         Social Media Acceptance

Energy




                            2. Denial
                            "Yes, and we all loved acid
                            wash, too."



                                                     3. Negotiation
                                                     "Surely I can tweet from my
                                                     rotary phone?"



         1. Shock                                                                    5. Acceptance
         "There's no chance anyone                                                   "A door closes... but a
         cares what you had for                                                      Facebook chat window
         lunch."                                                                     opens.”
                                            4. Depression
                                            Checking in @ "Valley of Tears”

                                                                                                      Time
                                                                                                                  Adaptation of
                                        http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/
                                                 and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
The Stages of
         Social Media Acceptance

Energy




                            2. Denial
                            "Yes, and we all loved acid
                            wash, too."



                                                     3. Negotiation                           6. Experimentation
                                                     "Surely I can tweet from my              “You always remember your
                                                     rotary phone?"                           first…RT.”



         1. Shock                                                                    5. Acceptance
         "There's no chance anyone                                                   "A door closes... but a
         cares what you had for                                                      Facebook chat window
         lunch."                                                                     opens.”
                                            4. Depression
                                            Checking in @ "Valley of Tears”

                                                                                                      Time
                                                                                                                  Adaptation of
                                        http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/
                                                 and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
The Stages of
         Social Media Acceptance
                                                                                               7. Integration
                                                                                               "Stop by our Facebook page
Energy                                                                                         and tell us what you had for
                                                                                               lunch!"




                            2. Denial
                            "Yes, and we all loved acid
                            wash, too."



                                                     3. Negotiation                           6. Experimentation
                                                     "Surely I can tweet from my              “You always remember your
                                                     rotary phone?"                           first…RT.”



         1. Shock                                                                    5. Acceptance
         "There's no chance anyone                                                   "A door closes... but a
         cares what you had for                                                      Facebook chat window
         lunch."                                                                     opens.”
                                            4. Depression
                                            Checking in @ "Valley of Tears”

                                                                                                      Time
                                                                                                                  Adaptation of
                                        http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/
                                                 and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
The Stages of
         Social Media Skepticism
                                                                                               7. Integration
                                                                                               "Stop by our Facebook page
Energy                                                                                         and tell us what you had for
                                                                                               lunch!"




                            2. Denial
                            "Yes, and we all loved acid
                            wash, too."



                                                     3. Negotiation                           6. Experimentation
                                                     "Surely I can tweet from my              “You always remember your
                                                     rotary phone?"                           first…RT.”



         1. Shock                                                                    5. Acceptance
         "There's no chance anyone                                                   "A door closes... but a
         cares what you had for                                                      Facebook chat window
         lunch."                                                                     opens.”
                                            4. Depression
                                            Checking in @ "Valley of Tears”

                                                                                                      Time
                                                                                                                  Adaptation of
                                        http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/
                                                 and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
Your job?
Figure out:
  Where they are
  How to move them to
   the next stage
Be we don’t have to
reinvent the wheel.




                      Image: http://www.flickr.com/photos/vgm8383/
Or the process.
(That exists, too.)
And it’s
SCIENCE.



           Image: http://www.docstoc.com/docs/33964154/The-Physics-of-Roller-Coasters
Well, the
scientific
method,
really.

             Image: http://www.docstoc.com/docs/33964154/The-Physics-of-Roller-Coasters
0 Define the question
1 Observe
2 Investigate
3 Hypothesize
4 Experiment
5 Analyze
6 Retest




the method
Here’s why this works:
SCIENTISTS
    =
 SKEPTICS
               (always questioning)
© Sametz Blackstone Associates        41
SCIENTISTS
    =
 SKEPTICS
               (always questioning)
© Sametz Blackstone Associates        42
Use it in two ways:
  Making your case
  Getting started
Let’s see how.




                 Image: http://www.flickr.com/photos/wiless/
0
define the
question
Um… What’s a
Twitter?




               46
How can we best use
social media in our
business?
Is a Facebook page an
effective way for us to
increase awareness of
our new products?
QUESTIONS
 REVEAL
  FEAR
QUESTIONS
 REVEAL
  (the nature of their)

  FEAR
The Stages of
         Social Media Acceptance
                                                                                               7. Integration
                                                                                               "Stop by our Facebook page
Energy                                                                                         and tell us what you had for
                                                                                               lunch!"




                            2. Denial
                            "Yes, and we all loved acid
                            wash, too."



                                                     3. Negotiation                           6. Experimentation
                                                     "Surely I can tweet from my              “You always remember your
                                                     rotary phone?"                           first…RT.”



         1. Shock                                                                    5. Acceptance
         "There's no chance anyone                                                   "A door closes... but a
         cares what you had for                                                      Facebook chat window
         lunch."                                                                     opens.”
                                            4. Depression
                                            Checking in @ "Valley of Tears”

                                                                                                      Time
                                                                                                                  Adaptation of
                                        http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/
                                                 and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
Also?
QUESTIONS
 REVEAL
  WORLD
   VIEW
The ROI Pyramid

                         Role:   Metrics:   Specific Data (examples)




© 2010 Altimeter Group
How do you get there?
Ask, “why?”




              Image: http://www.flickr.com/photos/markkeren/
A lot.
Why do we need to be
on Twitter?




© Sametz Blackstone Associates   58
Why do we need to be
on Twitter?


                                 Why?



© Sametz Blackstone Associates          59
It's all anyone ever
TALKS about!




© Sametz Blackstone Associates   60
It's all anyone ever
TALKS about!


                                 Why?



© Sametz Blackstone Associates          61
Well, they are our
competitors. What if
they're making
connections
we aren’t?



© Sametz Blackstone Associates   62
Well, they are our
competitors. What if
they're making
connections
we aren’t?      Why?



© Sametz Blackstone Associates   63
Because we're not
there yet!




© Sametz Blackstone Associates   64
Because we're not
there yet!


                                 Why?



© Sametz Blackstone Associates          65
Because anywhere
customers are, we
need to be!




© Sametz Blackstone Associates   66
Because anywhere
customers are, we
need to be!

                                 Why?



© Sametz Blackstone Associates          67
Because we need
more business – right
now.




© Sametz Blackstone Associates   68
So you want to know
   whether or not we can
          use Twitter to
           generate new
               business?



© Sametz Blackstone Associates   69
So you want to know
   whether or not we can
          use Twitter to
           generate new
    YES.       business?



© Sametz Blackstone Associates   70
Answer the question:
  What am I (or they)
   trying to figure out
   about social media?
  How do I frame it in a
   way that resonates?
Example
  Mid-size B2B services firm
  Brand pros:
    — 30 years old, well-established
    — Strong – and real – thought leadership in primary
      practice areas
  Brand cons:
    — Shrinking traditional market
    — Reputation as conservative, expensive
  New business traditionally through word of mouth
  In social media for two years (blog, Twitter)
    — Awareness is up, but not new clients
  Highly social media-skeptical CEO

 © Sametz Blackstone Associates                           72
Could a Web-based
“talk show” help
generate new leads?




© Sametz Blackstone Associates   73
1
observe
      Listen
      Watch
Grow bigger ears –
and eyes.




                                                     Paraphrase of Chris Brogan
                     Image: http://www.flickr.com/photos/rollercoasterphilosophy/
LISTEN:
   IF
 WHAT
WATCH:
WHERE
 HOW
  Run searches for
   relevant keywords
  Establish accounts on
   the major social
   networks
  Document what you
   learn
Example: Listening
  Searches for practice-area conversations on
    — Blogs
    — Twitter
    — Facebook
    — LinkedIn

  Findings:
    — Plenty of potential customers
    — Interest / needs focused on two of three practice
      areas




 © Sametz Blackstone Associates                           79
Example: Watching
  Searches for and listens to relevant
    — Podcasts
    — Webinars

  Findings:
    — Plenty of podcasts and webinars on one practice
      area, very few on second
    — Most webinars are 45 minutes – 1 hour and weekly
    — Most podcasts are 20-30 minutes, also weekly
    — Interactivity mostly limited to hashtag chats on
      Twitter
    — Several are supported by email newsletters


 © Sametz Blackstone Associates                          80
2
investigate
       Scope
       Audiences
       Content
       Resources
       Outcomes
       Measurement
Scope




        Image: http://www.flickr.com/photos/justbcuz/
                                                    /
What’s the scope?
  The whole organization?
  A department?
  A specific product?
  An individual?
Example: Scope
  Company decides initial scope would be the two
   practice areas customers seem to be looking for
    — Heavier focus on “underserved” area, to the extent
      content is possible




 © Sametz Blackstone Associates                            84
Audiences




 Image: http://www.flickr.com/photos/manyone/ /
  For your scope, which
   audience(s) make the
   most sense?
  What do they care
   about?
  How do they perceive
   you?
Example: Audiences
  Mid- to large-sized companies:
   — With established social media presence
   — Embarking on next phase of operation
   — Expressed (or evident) need in one of three main
     practice areas
   — Interest from or access to C-level executives




 © Sametz Blackstone Associates                         87
Content




          Image: http://www.flickr.com/photos/mrbill/
  For your scope and
   audience, what’s the
   best content?
  What already exists?
  What doesn’t?
Example: Content
  Company can take advantage of pre-existing
   relationships with well-known social media figures as
   guests
     — Could set topics based on person’s area of expertise
       or desired area of promotion
  Desired interactivity means content can come from
   listeners (and prospective customers)
     — Best to “preload” to ensure full agenda
     — Opportunity to take “live” questions could
       differentiate




 © Sametz Blackstone Associates                          90
Resources




            Image: http://www.freepatentsonline.com/6508179-0-large.jpg
  For your scope,
   audience, and defined
   content, which tools are
   most appropriate?
  What resources do you
   need?
  How will you get them?
Example: Resources
  Currently under-utilized marketing manager could be
   assigned to this as primary project
    — If other projects come of his list
  Bi-weekly schedule is more sustainable
  New, interactive platform is on offer – and is
   differentiating
  Can tap into social media and professional networks for
   guests
  Need to actively seek prospect questions and live
   audience
    — So, need time to build awareness



 © Sametz Blackstone Associates                         93
Outcomes




       Image: http://www.barcelonaphotoblog.com/2007/06/amusement-parks-roller-coaster-panic-at.html
The ROI Pyramid

                         Role:   Metrics:   Specific Data (examples)




© 2010 Altimeter Group
Are you trying to
achieve:
  awareness?
  comprehension?
  participation?
  loyalty?
  support?
(choose one)
Example: Outcomes
  Skeptic = CEO, so this needs to be about
    — Money in the door
    — How that relates to social media efforts
  Participation is key
    — Participation = increased # inquiries (including RFPs)
    — Inquiries need to be trackable from social media




 © Sametz Blackstone Associates                           97
Measurement




              Image: http://www.flickr.com/photos/ericsbinaryworld/
Goals drive metrics,
metrics drive results

                                         Reputation /      Get the
     GOALS                              relationships      word out
                                                                            Sales



     METRICS                               Relationship                  Engagement
                                                           % hearing
                                             scores                         index

                                                                           Cost per
                                                   Rec’s   % believing
                                                                         customer acq.

                                            Positioning     % acting     Web analytics


                                           Engagement                     Sales leads


                                                                         Marketing mix
                                                                          modeling


Adapted from K.D. Paine & Partners, kdpaine.com.                                         99
What do you need to measure?

               Impact                                                     ROI
               (Outputs / outtakes)                                 (Outcomes)


                                                            Did sale
                                                                     s, reven
                                                              profits in      ue, or
                              Did your                                   crease?
                      relations
                               hips imp                    Did your
                                                   rove?             relations
                                                                               hips
                    Were yo                                      change?
                             ur mess
                      commun          ages
                                icated?                    Did the r
                                                                  ight peo
                                                               show up     ple
                     Did you                                           ?
                  exposur      get the
                          e you wa                           Did audi
                                    nted?                             e n ce
                                                           behavior
                                                                    change?




Adapted from K.D. Paine & Partners, kdpaine.com.                                       100
  What does success look
   like?
  How will you measure
   it?
  How will you tie it to
   concrete business
   results?
Example: Measurement
  Impacts
    — + Blog traffic
    — + Blog-to-website clickthroughs
    — + Invitations to speak / present
    — + Inquiries about appearing on show

  Outcomes
   — + Inquiries
   — + Sales presentations
   — + Lead-to-sales conversions




 © Sametz Blackstone Associates             102
3
hypothesize
Feeling scientific
Image: http://www.docstoc.com/docs/33964154/The-Physics-of-Roller-Coasters   yet?
For {scope}, {content}
from {sources}, used
across {tools}, will
produce {measured}
{results} with
{audiences}.
Example: Hypothesis
  For our primary and secondary practice areas, we’ll
   produce a biweekly web “talk show” featuring our
   service providers and guests from our social and
   professional networks talking about and taking
   questions from prospective and current customers in a
   live format that takes advantage of a new, interactive
   webinar platform.

  The web talk show will increase inquiries from manager-
  and C-level staff by 100% (to an average of 2 per week)
  and conversions by 50% (to 50% of inquiries).



 © Sametz Blackstone Associates                         106
4
experiment
      Design
      Execution
Observation ≠
participation.
You have to do it.
Image: http://www.flickr.com/photos/seanettles/                        109
  Outline the steps of
   your experiment, with
   start and end dates
  Execute your plan,
   while documenting
   significant events,
   impressions, and
   ongoing results
Example: Experiment
  Design
    — 3-month experiment, 6 episodes
    — Determined baselines
    — Set editorial calendar
    — Designed promotion plan
       > Awareness
       > Content

  Execution
    — Went as anticipated – met deadlines
    — Unexpected coverage of experiment in traditional
      press

 © Sametz Blackstone Associates                          111
5
analyze
Numbers
Sentiment
Actions


            Image: http://www.flickr.com/photos/kiwi2/
  Collect metrics
  Overlay results onto
   experiment steps and
   significant events
  Note alignments
  Draw a conclusion
Step 1: Establish baselines




                    8% YoY growth



               Before social media                                                     After social media




Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission.                        115
Step 1: Establish baselines




                    8% YoY growth                                                      60% YoY growth



               Before social media                                                     After social media




Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission.                        116
Step 1: Establish baselines


                                                                                Is something happening
                                                                                        here?



                    8% YoY growth                                                      60% YoY growth



               Before social media                                                     After social media




Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission.                        117
Step 2: Create activity timelines




Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission.   118
Step 2: Create activity timelines




  week 32                    week 33                     week 34                       week 35   week 36




Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission.                       119
Step 2: Create activity timelines




  week 32                    week 33                     week 34                       week 35   week 36




Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission.                       120
Step 3: Track key metrics




                                                       Revenue


Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission.   121
Step 3: Track key metrics




                                   Net new customers


Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission.   122
Step 3: Track key metrics




                                                                                       positive mentions



           negative mentions




                        Transactional precursors


Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission.                       123
Step 3: Track key metrics



                                                                                   website visitors

                                                                                           blog-to-website
                                                                                            clickthroughs

                                                                              blog comments
                                    blog visits




                        Transactional precursors


Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission.                         124
Step 4: Overlay all timelines


                                                                         activities


                                                                         social data



                                                                         web data


                                                                         transactions



                                                                         loyalty metrics, etc.




Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission.             125
Step 5: Look for patterns



                                                                                                  impact
                                                                                         impact
                        uncertain impact
                                                                                                  impact




                                                                                       no impact




Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission.                  126
Step 6: Prove relationships

                                                                               How was this group touched
                                                                                   by social media?




Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission.                        127
Example: Analyze
  Results:
    — Increased show “attendance” week over week
    — Underserved practice area resulted in more inquiries
      than primary practice area
    — Inquiries up 100%
    — Conversions unchanged
    — Waiting list for on-air prospects to help
    — Blog traffic up
    — Website click-throughs virtually unchanged




 © Sametz Blackstone Associates                         128
6
retest
It takes practice.




                     Image: http://www.flickr.com/photos/nfalsey/
Hypothesis confirmed?
  Define a new question
   and start again

Disproven or
   inconclusive?
  Revise hypothesis
  Design new experiment
  Retest
Example: Retest
  Revise hypothesis:
    — Tighten focus on underserved practice area
    — Add talk show landing page with call to action
    — Add supporting newsletter
    — Add blog posts to support SEO
    — Increase links back to main website from blog
    — Etc.




 © Sametz Blackstone Associates                        132
Pros &
Cons
Limitations
    Not necessarily suited to the “dive right in” types
    “Experimental” and “iterative” can be a tough sell
    There needs to be at least a willingness to try
    (or a culture of forgiveness)
Benefits
    Time-tested method
    Can be time-bound – low-commitment
    Documented
    Thus, repeatable
    And measurable
    Shows, rather than tells
    Iterative
Back to the ride...
Remember that feels
like this.
And not everyone’s a
fan.
To do
Identify where your skeptic is
                                                                                               7. Integration
                                                                                               "Stop by our Facebook page
Energy                                                                                         and tell us what you had for
                                                                                               lunch!"




                            2. Denial
                            "Yes, and we all loved acid
                            wash, too."



                                                     3. Negotiation                           6. Experimentation
                                                     "Surely I can tweet from my              “You always remember your
                                                     rotary phone?"                           first…RT.”



         1. Shock                                                                    5. Acceptance
         "There's no chance anyone                                                   "A door closes... but a
         cares what you had for                                                      Facebook chat window
         lunch."                                                                     opens.”
                                            4. Depression
                                            Checking in @ "Valley of Tears”

                                                                                                      Time
                                                                                                                  Adaptation of
                                        http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/
                                                 and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
What to use, with whom, and when
 Stage of Acceptance             What they need      What to use or
                                                     highlight
 SHOCK                           Reassurance         Whole method


 DENIAL                          Commiseration       Incognito method


 NEGOTIATION                     Low-commitment      Experimental nature


 DEPRESSION                      Consolation         Steps and limited
                                                     timeframe

 ACCEPTANCE                      Planning            Whole method


 EXPERIMENTATION                 Practice            Experimental nature


 INTEGRATION                     You, needing them   Success

© Sametz Blackstone Associates                                             141
0 Define the question
1 Observe
2 Investigate
3 Hypothesize
4 Experiment
5 Analyze
6 Retest




the method
Most importantly?
© Sametz Blackstone Associates   Image: http://www.flickr.com/photos/jettrocks/
Who I am
  Tamsen McMahon
      tamsen@sametz.com
      @tamadear

  Sametz Blackstone Associates
      www.sametz.com
      www.sametz.com/roundthesquare
      @sametz

  Brass Tack Thinking
      brasstackthinking.com
Selling social media to skeptics final.pptx

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Selling social media to skeptics final.pptx

  • 1. A Seven Step Scientific Method for Selling Social Media to Skeptics MarketingProfs PRO Seminar - 2.24.11 Sametz Blackstone Associates
  • 4. Oh, right! Facebook! That’s where I play Farmville! 4
  • 5. People actually care about what you had for lunch? 5
  • 6. Feh. Just a fad. 6
  • 7. Can’t we get the intern to do it? 7
  • 12. Why?
  • 13. SCIENCE. Image: http://www.docstoc.com/docs/33964154/The-Physics-of-Roller-Coasters
  • 14. Well, homeostasis, really. Image: http://www.docstoc.com/docs/33964154/The-Physics-of-Roller-Coasters
  • 16. The property of a system, either open or closed, that regulates its internal environment and tends to maintain a stable, constant condition. 
  • 18. And want to be here:
  • 19. What’s happening… CHANGE AFTER BEFORE
  • 20. Or not. (denial) BEFORE
  • 22. And it looks like this:
  • 24. The Stages of Social Media Acceptance Energy Time Adaptation of http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/ and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
  • 25. The Stages of Social Media Acceptance Energy 1. Shock "There's no chance anyone cares what you had for lunch." Time Adaptation of http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/ and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
  • 26. The Stages of Social Media Acceptance Energy 2. Denial "Yes, and we all loved acid wash, too." 1. Shock "There's no chance anyone cares what you had for lunch." Time Adaptation of http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/ and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
  • 27. The Stages of Social Media Acceptance Energy 2. Denial "Yes, and we all loved acid wash, too." 3. Negotiation "Surely I can tweet from my rotary phone?" 1. Shock "There's no chance anyone cares what you had for lunch." Time Adaptation of http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/ and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
  • 28. The Stages of Social Media Acceptance Energy 2. Denial "Yes, and we all loved acid wash, too." 3. Negotiation "Surely I can tweet from my rotary phone?" 1. Shock "There's no chance anyone cares what you had for lunch." 4. Depression Checking in @ "Valley of Tears” Time Adaptation of http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/ and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
  • 29. The Stages of Social Media Acceptance Energy 2. Denial "Yes, and we all loved acid wash, too." 3. Negotiation "Surely I can tweet from my rotary phone?" 1. Shock 5. Acceptance "There's no chance anyone "A door closes... but a cares what you had for Facebook chat window lunch." opens.” 4. Depression Checking in @ "Valley of Tears” Time Adaptation of http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/ and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
  • 30. The Stages of Social Media Acceptance Energy 2. Denial "Yes, and we all loved acid wash, too." 3. Negotiation 6. Experimentation "Surely I can tweet from my “You always remember your rotary phone?" first…RT.” 1. Shock 5. Acceptance "There's no chance anyone "A door closes... but a cares what you had for Facebook chat window lunch." opens.” 4. Depression Checking in @ "Valley of Tears” Time Adaptation of http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/ and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
  • 31. The Stages of Social Media Acceptance 7. Integration "Stop by our Facebook page Energy and tell us what you had for lunch!" 2. Denial "Yes, and we all loved acid wash, too." 3. Negotiation 6. Experimentation "Surely I can tweet from my “You always remember your rotary phone?" first…RT.” 1. Shock 5. Acceptance "There's no chance anyone "A door closes... but a cares what you had for Facebook chat window lunch." opens.” 4. Depression Checking in @ "Valley of Tears” Time Adaptation of http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/ and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
  • 32. The Stages of Social Media Skepticism 7. Integration "Stop by our Facebook page Energy and tell us what you had for lunch!" 2. Denial "Yes, and we all loved acid wash, too." 3. Negotiation 6. Experimentation "Surely I can tweet from my “You always remember your rotary phone?" first…RT.” 1. Shock 5. Acceptance "There's no chance anyone "A door closes... but a cares what you had for Facebook chat window lunch." opens.” 4. Depression Checking in @ "Valley of Tears” Time Adaptation of http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/ and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
  • 34. Figure out:   Where they are   How to move them to the next stage
  • 35. Be we don’t have to reinvent the wheel. Image: http://www.flickr.com/photos/vgm8383/
  • 36. Or the process. (That exists, too.)
  • 37. And it’s SCIENCE. Image: http://www.docstoc.com/docs/33964154/The-Physics-of-Roller-Coasters
  • 38. Well, the scientific method, really. Image: http://www.docstoc.com/docs/33964154/The-Physics-of-Roller-Coasters
  • 39. 0 Define the question 1 Observe 2 Investigate 3 Hypothesize 4 Experiment 5 Analyze 6 Retest the method
  • 41. SCIENTISTS = SKEPTICS (always questioning) © Sametz Blackstone Associates 41
  • 42. SCIENTISTS = SKEPTICS (always questioning) © Sametz Blackstone Associates 42
  • 43. Use it in two ways:   Making your case   Getting started
  • 44. Let’s see how. Image: http://www.flickr.com/photos/wiless/
  • 47. How can we best use social media in our business?
  • 48. Is a Facebook page an effective way for us to increase awareness of our new products?
  • 50. QUESTIONS REVEAL (the nature of their) FEAR
  • 51. The Stages of Social Media Acceptance 7. Integration "Stop by our Facebook page Energy and tell us what you had for lunch!" 2. Denial "Yes, and we all loved acid wash, too." 3. Negotiation 6. Experimentation "Surely I can tweet from my “You always remember your rotary phone?" first…RT.” 1. Shock 5. Acceptance "There's no chance anyone "A door closes... but a cares what you had for Facebook chat window lunch." opens.” 4. Depression Checking in @ "Valley of Tears” Time Adaptation of http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/ and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
  • 52. Also?
  • 53. QUESTIONS REVEAL WORLD VIEW
  • 54. The ROI Pyramid Role: Metrics: Specific Data (examples) © 2010 Altimeter Group
  • 55. How do you get there?
  • 56. Ask, “why?” Image: http://www.flickr.com/photos/markkeren/
  • 58. Why do we need to be on Twitter? © Sametz Blackstone Associates 58
  • 59. Why do we need to be on Twitter? Why? © Sametz Blackstone Associates 59
  • 60. It's all anyone ever TALKS about! © Sametz Blackstone Associates 60
  • 61. It's all anyone ever TALKS about! Why? © Sametz Blackstone Associates 61
  • 62. Well, they are our competitors. What if they're making connections we aren’t? © Sametz Blackstone Associates 62
  • 63. Well, they are our competitors. What if they're making connections we aren’t? Why? © Sametz Blackstone Associates 63
  • 64. Because we're not there yet! © Sametz Blackstone Associates 64
  • 65. Because we're not there yet! Why? © Sametz Blackstone Associates 65
  • 66. Because anywhere customers are, we need to be! © Sametz Blackstone Associates 66
  • 67. Because anywhere customers are, we need to be! Why? © Sametz Blackstone Associates 67
  • 68. Because we need more business – right now. © Sametz Blackstone Associates 68
  • 69. So you want to know whether or not we can use Twitter to generate new business? © Sametz Blackstone Associates 69
  • 70. So you want to know whether or not we can use Twitter to generate new YES. business? © Sametz Blackstone Associates 70
  • 71. Answer the question:   What am I (or they) trying to figure out about social media?   How do I frame it in a way that resonates?
  • 72. Example   Mid-size B2B services firm   Brand pros: — 30 years old, well-established — Strong – and real – thought leadership in primary practice areas   Brand cons: — Shrinking traditional market — Reputation as conservative, expensive   New business traditionally through word of mouth   In social media for two years (blog, Twitter) — Awareness is up, but not new clients   Highly social media-skeptical CEO © Sametz Blackstone Associates 72
  • 73. Could a Web-based “talk show” help generate new leads? © Sametz Blackstone Associates 73
  • 74. 1 observe Listen Watch
  • 75. Grow bigger ears – and eyes. Paraphrase of Chris Brogan Image: http://www.flickr.com/photos/rollercoasterphilosophy/
  • 76. LISTEN: IF WHAT
  • 78.   Run searches for relevant keywords   Establish accounts on the major social networks   Document what you learn
  • 79. Example: Listening   Searches for practice-area conversations on — Blogs — Twitter — Facebook — LinkedIn   Findings: — Plenty of potential customers — Interest / needs focused on two of three practice areas © Sametz Blackstone Associates 79
  • 80. Example: Watching   Searches for and listens to relevant — Podcasts — Webinars   Findings: — Plenty of podcasts and webinars on one practice area, very few on second — Most webinars are 45 minutes – 1 hour and weekly — Most podcasts are 20-30 minutes, also weekly — Interactivity mostly limited to hashtag chats on Twitter — Several are supported by email newsletters © Sametz Blackstone Associates 80
  • 81. 2 investigate Scope Audiences Content Resources Outcomes Measurement
  • 82. Scope Image: http://www.flickr.com/photos/justbcuz/ /
  • 83. What’s the scope?   The whole organization?   A department?   A specific product?   An individual?
  • 84. Example: Scope   Company decides initial scope would be the two practice areas customers seem to be looking for — Heavier focus on “underserved” area, to the extent content is possible © Sametz Blackstone Associates 84
  • 86.   For your scope, which audience(s) make the most sense?   What do they care about?   How do they perceive you?
  • 87. Example: Audiences   Mid- to large-sized companies: — With established social media presence — Embarking on next phase of operation — Expressed (or evident) need in one of three main practice areas — Interest from or access to C-level executives © Sametz Blackstone Associates 87
  • 88. Content Image: http://www.flickr.com/photos/mrbill/
  • 89.   For your scope and audience, what’s the best content?   What already exists?   What doesn’t?
  • 90. Example: Content   Company can take advantage of pre-existing relationships with well-known social media figures as guests — Could set topics based on person’s area of expertise or desired area of promotion   Desired interactivity means content can come from listeners (and prospective customers) — Best to “preload” to ensure full agenda — Opportunity to take “live” questions could differentiate © Sametz Blackstone Associates 90
  • 91. Resources Image: http://www.freepatentsonline.com/6508179-0-large.jpg
  • 92.   For your scope, audience, and defined content, which tools are most appropriate?   What resources do you need?   How will you get them?
  • 93. Example: Resources   Currently under-utilized marketing manager could be assigned to this as primary project — If other projects come of his list   Bi-weekly schedule is more sustainable   New, interactive platform is on offer – and is differentiating   Can tap into social media and professional networks for guests   Need to actively seek prospect questions and live audience — So, need time to build awareness © Sametz Blackstone Associates 93
  • 94. Outcomes Image: http://www.barcelonaphotoblog.com/2007/06/amusement-parks-roller-coaster-panic-at.html
  • 95. The ROI Pyramid Role: Metrics: Specific Data (examples) © 2010 Altimeter Group
  • 96. Are you trying to achieve:   awareness?   comprehension?   participation?   loyalty?   support? (choose one)
  • 97. Example: Outcomes   Skeptic = CEO, so this needs to be about — Money in the door — How that relates to social media efforts   Participation is key — Participation = increased # inquiries (including RFPs) — Inquiries need to be trackable from social media © Sametz Blackstone Associates 97
  • 98. Measurement Image: http://www.flickr.com/photos/ericsbinaryworld/
  • 99. Goals drive metrics, metrics drive results Reputation / Get the GOALS relationships word out Sales METRICS Relationship Engagement % hearing scores index Cost per Rec’s % believing customer acq. Positioning % acting Web analytics Engagement Sales leads Marketing mix modeling Adapted from K.D. Paine & Partners, kdpaine.com. 99
  • 100. What do you need to measure? Impact ROI (Outputs / outtakes) (Outcomes) Did sale s, reven profits in ue, or Did your crease? relations hips imp Did your rove? relations hips Were yo change? ur mess commun ages icated? Did the r ight peo show up ple Did you ? exposur get the e you wa Did audi nted? e n ce behavior change? Adapted from K.D. Paine & Partners, kdpaine.com. 100
  • 101.   What does success look like?   How will you measure it?   How will you tie it to concrete business results?
  • 102. Example: Measurement   Impacts — + Blog traffic — + Blog-to-website clickthroughs — + Invitations to speak / present — + Inquiries about appearing on show   Outcomes — + Inquiries — + Sales presentations — + Lead-to-sales conversions © Sametz Blackstone Associates 102
  • 105. For {scope}, {content} from {sources}, used across {tools}, will produce {measured} {results} with {audiences}.
  • 106. Example: Hypothesis   For our primary and secondary practice areas, we’ll produce a biweekly web “talk show” featuring our service providers and guests from our social and professional networks talking about and taking questions from prospective and current customers in a live format that takes advantage of a new, interactive webinar platform. The web talk show will increase inquiries from manager- and C-level staff by 100% (to an average of 2 per week) and conversions by 50% (to 50% of inquiries). © Sametz Blackstone Associates 106
  • 107. 4 experiment Design Execution
  • 109. You have to do it. Image: http://www.flickr.com/photos/seanettles/ 109
  • 110.   Outline the steps of your experiment, with start and end dates   Execute your plan, while documenting significant events, impressions, and ongoing results
  • 111. Example: Experiment   Design — 3-month experiment, 6 episodes — Determined baselines — Set editorial calendar — Designed promotion plan > Awareness > Content   Execution — Went as anticipated – met deadlines — Unexpected coverage of experiment in traditional press © Sametz Blackstone Associates 111
  • 113. Numbers Sentiment Actions Image: http://www.flickr.com/photos/kiwi2/
  • 114.   Collect metrics   Overlay results onto experiment steps and significant events   Note alignments   Draw a conclusion
  • 115. Step 1: Establish baselines 8% YoY growth Before social media After social media Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission. 115
  • 116. Step 1: Establish baselines 8% YoY growth 60% YoY growth Before social media After social media Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission. 116
  • 117. Step 1: Establish baselines Is something happening here? 8% YoY growth 60% YoY growth Before social media After social media Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission. 117
  • 118. Step 2: Create activity timelines Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission. 118
  • 119. Step 2: Create activity timelines week 32 week 33 week 34 week 35 week 36 Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission. 119
  • 120. Step 2: Create activity timelines week 32 week 33 week 34 week 35 week 36 Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission. 120
  • 121. Step 3: Track key metrics Revenue Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission. 121
  • 122. Step 3: Track key metrics Net new customers Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission. 122
  • 123. Step 3: Track key metrics positive mentions negative mentions Transactional precursors Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission. 123
  • 124. Step 3: Track key metrics website visitors blog-to-website clickthroughs blog comments blog visits Transactional precursors Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission. 124
  • 125. Step 4: Overlay all timelines activities social data web data transactions loyalty metrics, etc. Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission. 125
  • 126. Step 5: Look for patterns impact impact uncertain impact impact no impact Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission. 126
  • 127. Step 6: Prove relationships How was this group touched by social media? Adapted from Olivier Blanchard, thebrandbuilder.wordpress.com. Used with permission. 127
  • 128. Example: Analyze   Results: — Increased show “attendance” week over week — Underserved practice area resulted in more inquiries than primary practice area — Inquiries up 100% — Conversions unchanged — Waiting list for on-air prospects to help — Blog traffic up — Website click-throughs virtually unchanged © Sametz Blackstone Associates 128
  • 130. It takes practice. Image: http://www.flickr.com/photos/nfalsey/
  • 131. Hypothesis confirmed?   Define a new question and start again Disproven or inconclusive?   Revise hypothesis   Design new experiment   Retest
  • 132. Example: Retest   Revise hypothesis: — Tighten focus on underserved practice area — Add talk show landing page with call to action — Add supporting newsletter — Add blog posts to support SEO — Increase links back to main website from blog — Etc. © Sametz Blackstone Associates 132
  • 134. Limitations   Not necessarily suited to the “dive right in” types   “Experimental” and “iterative” can be a tough sell   There needs to be at least a willingness to try   (or a culture of forgiveness)
  • 135. Benefits   Time-tested method   Can be time-bound – low-commitment   Documented   Thus, repeatable   And measurable   Shows, rather than tells   Iterative
  • 136. Back to the ride...
  • 139. To do
  • 140. Identify where your skeptic is 7. Integration "Stop by our Facebook page Energy and tell us what you had for lunch!" 2. Denial "Yes, and we all loved acid wash, too." 3. Negotiation 6. Experimentation "Surely I can tweet from my “You always remember your rotary phone?" first…RT.” 1. Shock 5. Acceptance "There's no chance anyone "A door closes... but a cares what you had for Facebook chat window lunch." opens.” 4. Depression Checking in @ "Valley of Tears” Time Adaptation of http://www.jobs.ac.uk/career-tools-and-advice/managing-your-career/381/career-crisis-3/ and http://nickisreef.blogspot.com/2010/09/renewal-abs-carnival-blog-post.html
  • 141. What to use, with whom, and when Stage of Acceptance What they need What to use or highlight SHOCK Reassurance Whole method DENIAL Commiseration Incognito method NEGOTIATION Low-commitment Experimental nature DEPRESSION Consolation Steps and limited timeframe ACCEPTANCE Planning Whole method EXPERIMENTATION Practice Experimental nature INTEGRATION You, needing them Success © Sametz Blackstone Associates 141
  • 142. 0 Define the question 1 Observe 2 Investigate 3 Hypothesize 4 Experiment 5 Analyze 6 Retest the method
  • 144. © Sametz Blackstone Associates Image: http://www.flickr.com/photos/jettrocks/
  • 145. Who I am   Tamsen McMahon   tamsen@sametz.com   @tamadear   Sametz Blackstone Associates   www.sametz.com   www.sametz.com/roundthesquare   @sametz   Brass Tack Thinking   brasstackthinking.com