Creating a marketing calendar that works for you

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Crea%ng a Marke%ng Calendar that Works for You

description

Presented at Sage Summit 2013 - How to create a marketing calendar that works for you

Transcript of Creating a marketing calendar that works for you

Page 1: Creating a marketing calendar that works for you

Crea%ng  a  Marke%ng  Calendar  that  Works  for  You  

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Business has only two functions -- marketing and innovation.

- Peter Drucker

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Leading  Results  Core  Marke%ng  Mantra  

•  Don't  talk  about  the  products  you  sell;  talk  about  the  problems  you  solve.      

•  Then  talk  about  the  remarkably  different  way  that  I  will  experience  working  with  you  as  you  solve  those  problems.    

•  Be  sure  you  tell  me  what  I  get;  NOT  what  you  do.    Because  I  don't  have  %me  to  figure  out  if  what  I  need  is  what  you  do.    

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These  workmen  have  just  finished  installing  the  balusters  to  keep  people  from  parking  next  to  the  building.    

This  is  what  happens  when  you  fail  to  plan  

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Agenda  

•  Making  Time  and  Space  for  Marke%ng  •  The  Founda%on  •  The  Hourglass  •  The  Calendar  

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Making  Time…  

•  You  cannot  create  more  %me  •  You  can  only  beQer  use  space  

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How  Memory  Works  

•  3-­‐4  slots  

•  7  seconds  

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Cleaning  Exercise  

Write  down  everything    that  you  need  to  do  

Sales   Marke%ng   Personal   Business  

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Plan  Your  Day  

Data  dump  to  start  

Priori%ze  tasks  

Put  on  calendar  Data  dump  to  wrap-­‐up  

Repriori%ze  incomplete  tasks  

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Tasks  

•  Write  everything  down  •  Set  %me  deadline  &  date  or  category  •  Urgent  and  Important  •  Break  tasks  into  smaller  parts  

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Calendaring  Your  List  

Hate  It  

Sales  

Marke%ng  

Work  

Rock  It  

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Calendars  In  Ac%on  

Blocks  

←          Blocks  &  Actuals  

→  

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Consistency  Rules  

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Tips  

•  Handle  things  once    •  Stay  organized  •  Turnoff  email  alerts  •  Break  big  tasks  into  smaller  pieces  •  Put  processes  in  place  

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Processes  Are  Game  Changers  

Consistent  companies  have  a  process  v Who  to  talk  to  v What  to  talk  about  v How  o]en  to  reach  out  v Ways  to  get  the  message  distributed  

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Processes  

•  Marke%ng  for  new  leads  •  Conver%ng  exis%ng  Leads  •  Customer  -­‐  XOXO  •  Ge_ng  Repeat  Business  •  Referrals    

v Customers  v Partners  

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Exercise  –  Data  Dump  

•  What  are  the  things  you  keep  meaning  to  do,  or  you  want  to  do?  

•  What  is  it  that  you  said  to  yourself  –  “I  need  to  remember  that”  

•  What  isn’t  on  your  calendar,  but  should  be?  •  What  was  that  thing  you  said,  as  you  fell  asleep  last  nite  –  “I  need  to  remember  this”  

WRITE  IT  DOWN  -­‐  NOW  

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Founda%on  

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Cri%cal  Elements  

Why

What

Who

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What  are  you  expert  at?  •  What  insights  do  you  have?  •  What  exper%se  can  you  share?  •  How  are  you  different  in  a  way  you  can  talk  about?  

What  content  have  you  created  (can  you  create)  to  share  this?    

   

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Who  is  ideal?  •  Profitable  •  Values  you  •  Refers    

Who  do  you  want  to  aQract?  

Define  •  Demographics  •  Psychographics  •  Geographics  •  Behavior    

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Why  do  they  care?  

•  Why  are  you  in  Business  Ø Answer  in  a  way  that  maQers  to  your  ideal  customer  

•  Why  does  your  exper%se  maQer?  Ø What  does  you  client  get  from  you  as  a  result?  

 

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Home  Work  

What  are  you  an  expert  at?  

How  does  this  help  your  ideal  client?  

What  content  do  you  have  (can  you  create?)    

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• Content  –  Blog,  WP,  Video  • Programs  –  PPC,  SEO,  DM  Know  • Content  –  WP,  Video,  Blogs,  Presenta%on  • Programs  –  email,  webinars,  seminars  Like  • Content  –  Tes%monials,  case  studies  • Programs  –  seminars,  customer  day,  user  groups  Trust  • Content  –  demonstra%on,  seminars,  workshops  • Programs  –  webinars,  test-­‐drives,  vendor  programs  Try  • Content  –  Welcome  kit,  orienta%on  • Programs  -­‐  Orienta%on  Buy  • Content  –  Adv.  Users  guide,  WP,  Presenta%ons  • Programs  –  user  groups,  exec.  Visits,  vendor  programs  Repeat  • Content  –  case  studies,  perfect  introduc%on  • Programs  –  Networking  nites,  user  groups  Refer  

©  Duct  Tape  Marke.ng  –  all  rights  reserved  

Duct  Tape  Marke%ng  Hourglass  

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Calendars  Rule!  

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Why  should  you  use  a  marke%ng  calendar  

 It’s  the  ringmaster  in  your  markeFng  circus  

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Your  marke%ng  calendar  will  ….  

Help  you  make  sure  you  have  all  of  the  pieces  of  the  puzzle  

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Your  marke%ng  calendar  will  ….  

Help  you  make  sure  you  address  all  your  audiences  

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Your  marke%ng  calendar  will  ….  

Allow  you  to  recycle  content  

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Your  marke%ng  calendar  will  ….  

Help  you  stay  on  task  and  deadline  

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Your  marke%ng  calendar  will  ….  

Allow  you  take  advantage  of  unexpected  opportuni%es  without  drama  

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First  -­‐  Choose  the  audiences  to  address  

•  New  names  •  Current  prospects    •  Ac%ve  leads  •  Current  customers  •  Orphans  •  Press  •  Poten%al  employees  •  Partners  •  Other?  

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Know  

Like  

Trust  

Try  

Buy  

Repeat  

Refer  

Audiences  &  Goals  

Current  Prospects  &  Leads  

Customers,  Orphans  

Customers,  Partners,  Press  

Net  Names,  Employees  

All  Audiences  

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•  eBooks  •  Webinars  •  Seminars  •  Workshops  •  Case  Study  •  Demonstra%ons  •  Trial  Offer    

Next  –  Choose  the  (content)  Offer  

•  Ar%cles  •  NewsleQers  •  Video  How  To’s  •  Tes%monials  Endorsement  

•  Pricing  quotes  •  Promo%onal  offer  

Other?  

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Choose  the  Tac%cs  to  use  in  sharing  

Goal   TacFcs  ñKnow  ≈  Like  

•   Website  •   SEO  • LinkedIN  Q  &A  •   Blogging  •   Speaking  •   Webinars  •   Knowledge          Vision  

•   FB+LI  Ads  •   Reviews  •   Quotes  •   Networking  •   Surveys  •   Contests  •   Banner  Ads  •   Sponsorships  •   Pop  Up  Shops  

•   PR  •   Tradi%onal  Ads  •   Direct  Mail  •   Tradeshows  •   Lumpy  Mail  •   Knocks  •   Tele-­‐Discovery  •   YouTube  • Slideshare  

ñLike  ≈  Trust  

•   NewsleQer  •   Webinars  •   1:1  Offers  •   Value  Content  •   Brand  Elements  •   Seminars          (educa%onal)  

•   Target  Direct  Mail  •   Tes%monial  Stories    &  video  •   TwiQer  •   Blogging  • Slideshare  •   YouTube  

•   Conversa%ons  (phone  &  F2F)  •   Educa%onal  email  series  •   Group  Entertain-­‐ment  •   Reviews  

ñTrust  ≈  Try  ≈  Buy  

•   Case  Statement  •   Success  Stories  •   Company  Story  •   Samples  •   Brand  Elements  (responsiveness,  educa%onal)  

• Talkable  Gimmick  •   Sales  Presenta%on  •   White  Papers  •   1:1  Entertainment  •   Proof  Items  •   Starter  Offers    

•   Trials  (audits,  es%mates,  reviews)  •   LinkedIn  •   TwiQer  • Facebook  •   Blogging  

ñTry  (paid)  ñBuy  ≈  Repeat    ≈  Refer    

•   Paid  Trial  •   Perfect  Intro  •   Sales  Procs  Review  •   Welcome  Kit  • Cust.  NewsleQer  

•   Affiliate  Referral  Platorm  • Customer  Portal  •   Customers  Groups  (Advisory,  Prac%cal,  Networking)  

• Cust.  Bill  of  Rights  • Welcome/Orienta%on  Seminar  •   Mailing  List  Registra%ons  

ñRepeat  ≈  Refer      

All  of  above  in  customer  PLUS  •   Surveys  

•   Add-­‐On  Webinar/Seminar    

•   Pass-­‐on  offers  •   Door  Hangers  

ñRefer   •   Pass  Along  Cards  •   Referral  Incen%ves  •   Pass-­‐on  offers  •   Bill  Stuffers  

•   Joint  Marke%ng  •   Advisory  Board  •   Live  Tes%monials  •   Video  Tes%monial  

•   Co-­‐brandedMicrosite  •   Joint  Networking  

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Choose  the  right  tac%cs  

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Content  Offer  

Example  text  Fill  in  your  own  text.  

 

Key  Ac%vity  

Social  Promo%on  

Blog  Post  Tweet  

PR  

Addt’l  Ac%vity  Blog  

Post  

Tweet  

Blog  Post  

Tweet  Social  Promo%on  

Blog  Post  

Tweet  Addt’l  Ac%vity  

Social  Promo%on  

Blog  Post  

Tweet  

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Or…  Webinar  (10  Ways  to    

Improve  Cash  Flow)  

NewsleKer  ArFcle  

Email  Offer  (Cash  Flow  Audit)  

10  Blog  Posts  

Recorded  Webinar  on  

Site  

Publish  eBook  

Cash  Flow  

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•  Start  with  your  exper%se  and  the  problems  you  solve  for  your    

•  Create  ac%vi%es  to  promote  content  

•  Layer  in  partner  content  •  Lay  out  in  a  calendar  •  Budget  the  costs  •  Iterate  

Key  Content  and  Calendars  

Pre-­‐requisites  •  Understanding  your  ideal  customer  

•  Offers  •  A  database  &  process  •  Thinking  ahead  

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This  is  NOT  a  calendar  

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Basic  Calendar  

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Advanced  Calendar  

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Sage  Partner  MarkeFng  PlaTorm  by  ZiV  •  Product  panels  •  Ad  retarge%ng  •  Quarterly  Prospect  NewsleQer  

program  •  Upcoming  launch  campaigns:  

•  Sage  Inventory  Advisor  •  Mobile  Sales  &  Mobile  Services  

(Oct.)  •  Sage  100  ERP  2014  •  Sage  Billing  and  Payments  •  Sage  ERP  X3    

NCA/IB  Campaigns:  

Don’t  do  it  all  yourself  

•  Thought  Leadership  Webcast  Series  •  Thought  Leadership  Email  Series  •  Sage  ERP  X3  webcast  demo  series    •  Endorsed  solu%ons  campaigns  (such  as  

Sales  Tax,  Shipping)  •  Sage  300  ERP  lead  genera%on  •  Sage  HRMS  12-­‐month  nurture  campaigns  

(1  email  per  month)  •  Sage  Pro  and  Sage  PFW  migra%on  

campaigns  •  Sage  CRM  campaigns  •  Sage  300  Construc%on  and  Real  Estate  

Subcontractor  Compliance  •  Sage  100  Contractor  QuickBooks  Trade-­‐In  

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2013  –  2014  Sage  Customer  Roadshows  

• Canada:  •  Toronto  •  Vancouver  •  Calgary  •  Montreal  

US:  •  New  York    •  Portland  •  Chicago  •  Indianapolis  •  Denver  •  Miami  •  St.  Louis  •  Atlanta  •  Phoenix  •  Honolulu  •  Irvine  

Caribbean  •  Barbados  •  Jamaica    

Dates  TBA  

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• mysagesell.com  •  na.sage.com  (product  sites  for  WPs  and  collateral)  •  sage-­‐erp-­‐videos.com  

GTM  Process  |  Product  Marke%ng  

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Sage  Resources  for  content:  

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Finished  Calendar  Example  

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How  do  I  manage  it?  

•  Block  your  hours  •  Schedule  your  goals  •  Plan  each  week  •  Set  Deadlines  •  Use  a  work-­‐back  Schedule  •  (shameless  plug)  Hire  a  coach  to  keep  you  on  task  

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Leading  Results  •  Marke%ng  services  agency  –  coaching,  consul%ng  and  doing    

u  1:1  Coaching  &  Consul%ng,  Group  Coaching  u  Frac%onal  VP  of  Marke%ng  u  Public  Rela%ons  &  Social  Media  Consul%ng  u  Referral  Marke%ng  Coaching  and  Strategy  u  Leading  Results  Sales  and  Marke%ng  Academy  u  Hubspot  Cer%fied  Partner  

•  Authorized  Duct  Tape  Marke%ng  Consultants  •  Offices  in  Los  Angeles,  Boston,  Philadelphia  and  CharloQe  •  Clients  through  14  %me  zones  •  Our  clients  put  POWER  in  their  WOW  

         (process,  organiza%on,  why,  exper%se,  referability)  

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Summary  

Build  %me  in  your  schedule  Develop  content  offers  Promote  content  offers  by  audience  &  goal    Repurpose  (resize)  Content  Use  a  marke%ng  calendar  to  see  the  forest  for  the  trees  

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Program/Book  Resources  

•  Get  Things  Done  –  David  Allen  •  Duct  Tape  Marke%ng  –  John  Jantach  •  Referral  Engine  –  John  Jantsch  •  Let’s  Get  Real  or  Let’s  Not  Play  –  Mahan  Khalsa  

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Offer  Copy  of  the  blank  calendar  &  tacFcs  

evaluaFon  

We  help  small  businesses  stop  was%ng  money  on  marke%ng    

Contact  Us  Web:  www.leadingresults.com  Email:  [email protected]    Phone:  704-­‐875-­‐1188  TwiQer:  @LeadingResults  FaceBook:  facebook.com/DFKraus  LinkedIN:  linkedin.com/in/LeadingResults