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Getting Serious
               about Social Marketing




                                                Mike Lewis
                                       VP of Marketing & Sales
                                              Awareness, Inc.
                                @bostonmike / @awarenessinc
                           mike.lewis@awarenessnetworks.com

Tuesday, October 5, 2010
What you will...



                 •         5 Most Common Social Media Challenges facing
                           Enterprises

                 •         Examples of Social Media Success

                 •         Evolving through a social media maturity model

Tuesday, October 5, 2010
A Little About Me
   •       Boston native, New Dad,
           Entrepreneur and marketing guy

   •       Ran marketing & sales at several
           start-ups and have used more
           than social media alone

   •       Active blogger, tweeter, and social
           media enthusiast

   •       VP of Marketing at Awareness
           Inc.



Tuesday, October 5, 2010
!"#$%&'()(*+,+-.()(*.+&"/.()(.,-+-.




Tuesday, October 5, 2010
Tuesday, October 5, 2010
TONIGHT!!! 6-10PM
                            CBS Scene - Foxboro Stadium
                           http://imsaware.eventbrite.com/
                                      #AwareIMS




Tuesday, October 5, 2010
A personal story...




Tuesday, October 5, 2010
Tuesday, October 5, 2010
Tuesday, October 5, 2010
Tuesday, October 5, 2010
Tuesday, October 5, 2010
Tuesday, October 5, 2010
ooops...
                           wrong day




Tuesday, October 5, 2010
Tuesday, October 5, 2010
Tuesday, October 5, 2010
Tuesday, October 5, 2010
Tuesday, October 5, 2010
Tuesday, October 5, 2010
Tuesday, October 5, 2010
The Next day...



Tuesday, October 5, 2010
Tuesday, October 5, 2010
How’d they
                           know that?




Tuesday, October 5, 2010
It was this guy!!!




Tuesday, October 5, 2010
My Experience =
                    “Customer WOW
                       Moment”


Tuesday, October 5, 2010
What I thought...


                            Just spoke with mike. Wants to head home
                            to see his son. Booked him on earlier flight.




Tuesday, October 5, 2010
What actually
                           happened...


Tuesday, October 5, 2010
Not as exciting, but a great story none the less




Tuesday, October 5, 2010
So, what’s it all about?




Tuesday, October 5, 2010
The way we communicate has evolved




Tuesday, October 5, 2010
Social Media represents the largest shift
                 in communications in human history




Tuesday, October 5, 2010
Tuesday, October 5, 2010
Tuesday, October 5, 2010
Printing Press       Telegraph/Telephone   Recordable Media    TV
          1400’s                  1800’s            Late 1800’s     1900’s




Tuesday, October 5, 2010
1) Facilitating group connections


                   2) Standard for other media


                           3) Your audience is now
                            the content producer


Tuesday, October 5, 2010
5
             TOP


                                   Challenges
  •        © 2009 Awareness CONFIDENTIAL

Tuesday, October 5, 2010
#1
                           Inability to Scale



Tuesday, October 5, 2010
4 channels
    300K+ fans
                           Active
                           groups
                                    1 Channel   3 Accts   X1 page
                                                          15K fans




Tuesday, October 5, 2010
#2
                  Security & Control




Tuesday, October 5, 2010
Marketing
     Customer Service
                                       PR




Tuesday, October 5, 2010
Marketing
     Customer Service
                                       PR




Tuesday, October 5, 2010
Marketing
     Customer Service
                                       PR




Tuesday, October 5, 2010
Tuesday, October 5, 2010
Ok	
  then...	
  Who	
  is	
  producing	
  your	
  content?

                           33%
                                 Anyone
                                 Dedicated Person
         67%




     Unfortunately, most are doing so
     without formal guidelines


     Q: Do you have a SM policy?
      • 63.6% - NO
      • 36.4% - YES



Tuesday, October 5, 2010
Policies are critical

       • Develop a policy and include in handbooks or manuals
         • Be careful as to what you allow/prohibit
         • Keep it simple
         • Encourage participation

       •     See: http://www.fastcompany.com/1668368/social-media-policies-the-good-the-bad-and-the-ugly




Tuesday, October 5, 2010
#3
                           Lack of Resources
                               & Buy-in
Tuesday, October 5, 2010
Tuesday, October 5, 2010
#4
             Reporting is Ad-Hoc


Tuesday, October 5, 2010
#5
                           Centralization



Tuesday, October 5, 2010
PR



                                                        SERVICE


                                                         SALES



                                                         CRISIS


                                                        RECRUIT


                                                        PRODUCT



                           Slide created by @equalman
Tuesday, October 5, 2010
all challenges are opportunities in disguise




Tuesday, October 5, 2010
Successful Strategies



Tuesday, October 5, 2010
Ford’s Content Factory
 •    Constantly delivers news about the company’s reinvention
             using every available media social channel.
 •    Press releases paired with video, images, audio whenever
                               possible
 •          Everything is shareable, nearly all is tweeted
 •       Key metrics: retweets, Facebook comments, media
                     coverage, awareness studies




  Principal Value

   Demonstration often beats
            description                “We use whatever channel we
                                        can to spread the message.”
       Multimedia conveys                      -Scott Monty, head of social media

            excitement
   Bottom-up combined with
      top-down for maximum
              impact
   Social media drives ongoing
       engagement via e-mail




Tuesday, October 5, 2010
Tuesday, October 5, 2010
HISTORY Sprinkles Tips... Everywhere
   •   Tips placed at Historically significant locations around the
                                 country
   •   Tips are focused on location but serve to promote the TV
                    show “America: The Story of Us”
   •   Users automatically entered into a sweepstakes, in which
         10 randomly selected users will win prizes each week
                      from April 25 through June 6




  Principal Value
                                     “Teaming up with foursquare for the
   Viral Buzz throughout the           AMERICA THE STORY OF US
                                     promotion reinforces the HISTORY
                series                 brand's 360 degree approach of
      New viewers to history      aggressively reaching our viewers in new
               channel                            platforms,"
                                     Chris Moseley, SVP of Marketing for
    "America The Story of US"                     HISTORY.
   became the most watched and
    highest rated program in the
         network's history.




Tuesday, October 5, 2010
Tuesday, October 5, 2010
Ok, we are listening...

   But how do we benchmark
   where we stand??




Tuesday, October 5, 2010
Introducing the
  Social Business Accelerator




Tuesday, October 5, 2010
It’s a maturity model …
a set of structured levels that describe how well the behaviors,
practices and processes of an organization can reliably and sustainably
produce required outcomes. A maturity model can be used as a
benchmark for comparison and as an aid to understanding. It also
may provide:
       A place to start
       the benefit of a community’s prior experiences
       a common language and a shared vision
       a framework for prioritizing actions
       a way to define what improvement means for your
       organization

Tuesday, October 5, 2010
there are 4 key
                                 areas to
                              investigate to
                            understand which
                           stage a company is
                                   at...



Tuesday, October 5, 2010
Publishing
   How many channels are being published to? Is
  the messaging consistent? Are roles established
      within each channel to optimize results?




Tuesday, October 5, 2010
Participation
   Is the enterprise participating in conversations
   or are they an observer? Are they even aware
         the conversations are taking place?




Tuesday, October 5, 2010
Buy-In & Resources
   Has management supported social media? Are
   their resources in place to support initiatives?




Tuesday, October 5, 2010
Measurement
         Are activities being measured? Are
         measurements aligned with strategy?




Tuesday, October 5, 2010
Through this lens,
        organizations
      generally fall into
     one of 4 categories




Tuesday, October 5, 2010
!"#$%&$%'       ()*+,%$%'     -./0$.1$%'      2034.5%6'


                           Social Business Accelerator




Tuesday, October 5, 2010
Social Media Observer
 Understand the value SM can offer but are just getting
   started. Often engaged in some form of listening
   (usually not automated) and generally have a low
    engagement level. Not publishing much content
               through multiple channels




Tuesday, October 5, 2010
Social Marketing Observer
 Challenges
 •   Landscape: Observing but face an overwhelming landscape
 •   Information Overload: Tons of data & information to process
 •   Buy-in & Budget: Lack of dedicated budget and executive buy-in
 •   Lack Strategy: Unclear direction when it comes to organizational Social Media strategy

 Recommendations
 •   Strategy: Define and circulate a strategy that is aligned with the overall strategic marketing objectives
 •   Listen: Start listening to and learn where people are talking about you and your brands
 •   Identify Outposts: Select top two or three destinations for your brand
 •   Create Communities: Create/take ownership of the outposts and start engaging with your audience

 Success Criteria

 ✓ You’ve identified the top channels where people are talking about you
 ✓ You’ve established outposts in those channels and are starting to engage with your audience




Tuesday, October 5, 2010
Social Media Explorer
  Understand the SM landscape, but are trying to
     be more optimized. Explorers are active
     listeners (some automation), somewhat
        engaged, and publish some content.




Tuesday, October 5, 2010
Social Marketing Explorer
 Challenges
 •   Landscape: Still sorting through a complicated landscape and a large volume of information
 •   Measurement: No standard measurement & metrics to determine success
 •   Expansion: Looking to expand current efforts
 •   Justification: Trying to measure effectiveness to justify budget and get executive buy-in

 Recommendations
 •   Listen: Continue listening to identify new channels and create new outposts and broaden interaction
 •   KPIs: Create and circulate reports showing reach and effectiveness including foundational Key Performance
     Indicators (KPIs) including reach, views, shares, influence, etc
 •   Content is King: Create editorial calendar

 Success Criteria
 ✓   Expanded social footprint with engagement across channels
 ✓   Increased internal traction for content and measurement
 ✓   Foundational KPIs are being tracked
 ✓   Editorial calendar is in place and driving content




Tuesday, October 5, 2010
Social Media Influencer
   Influencers have a solid SM presence. Looking
  to improve, specifically around metrics and org
   issues. Traits include: active listening, excellent
    engagement, and content publication across
                    multiple channels.  



Tuesday, October 5, 2010
Social Marketing Influencer
  Challenges
  •   Stretched Thin: Resources are getting stretched across channels and activities - too much to do
  •   Standardization: Manual, disjointed tools and reporting across channels
  •   Visibility: Increased organizational visibility is bringing increased interest/scrutiny
  •   Policies: Lack of policies starts becomes apparent when trying to maintain message, voice, and goals
      across channels

  Recommendations
  •   Software: Evaluate solutions to automate processes and reporting
  •   Policies: Create formal policy and roles and get executive buy-in supported by budget commitment
  •   Centralization: Begin centralizing and coordinating activities across organization and business units
  •   KPIs: Extend KPIs to map to specific organization goals (such as showing conversions from Social Media
      channels to purchasers/subscribers)

  Success Criteria
  ✓ Executive and cross business unit buy-in
  ✓ Centralization of Social Marketing activities has begun
  ✓ Metrics/KPIs have become more sophisticated and specific to your organizational objectives




Tuesday, October 5, 2010
Social Media Luminary
    Luminaries have solid, proven, successful SM
    strategies and tactics in place. Traits include
       highly automated listening, automated
     reporting, excellent engagement, excellent
       publication of content across channels.



Tuesday, October 5, 2010
Social Marketing Luminary
    Challenges
    •   No more “low hanging fruit” so new efforts require more planning and tighter execution
    •   As processes become formalized budget justification becomes more involved and rigorous
    •   As trailblazers, there aren’t always a lot of models to follow in terms of how to proceed
    •   Scaling activities is becoming difficult without adding lots of staff

    Recommendations
    ✓ Fully automate key Social Marketing processes and reporting to help scaling
    ✓ Make sure to maintain health of primary outposts while carefully expanding and creating highly-visible
      campaigns




Tuesday, October 5, 2010
General              Publishing           Participation              Buy-in /              Measuring &
                       Characteristics        Channels                Level                  Resources               Analysis



                      “Is social media    none (observing) to      None to limited
      Observer           valuable?”             limited          listening & posting
                                                                                           none to limited        none to very limited




                                                                  Primarily listening;
                      “Let’s test it on                                                   Limited; waiting to     limited; pulling data
       Explorer       a limited basis”
                                           Limited (testing)     some posting; Little
                                                                                               see value           from destinations
                                                                  to no engagement



                                                                 Listening & posting      Limited; excited by        Lots of data
                       “LET’S JUMP           Multiple (not
      Influencer           IN!!”               strategic)
                                                                      with some          possibilities; support    collected; wading
                                                                     engagement           from management          through analytics


                         “We are                                                          Full mgt support;
                                                                  Listening; posting;                               Strategic data;
                       strategic and                                                     viewed as strategic;
       Luminary       understand the
                                          Multiple (strategic)   responding; multiple
                                                                                           seeking ways to
                                                                                                                  understand how to
                                                                  processes in place                                   analyze
                          value.”                                                              improve




Tuesday, October 5, 2010
Next Steps
    •     Extend marketing programs
          through social channels

    •     Content is still king

    •     Use a multi-channel approach

    •     Formalize strategy & policies
          around objectives

    •     Measure & improve
          (NOTE: Measurement based on
          objectives typically helps to
          increase buy-in & resources)


Tuesday, October 5, 2010
Mike Lewis
                                  VP of Marketing & Sales
                                       Awareness Inc
                             @bostonmike / @awarenessinc
                              http://blog.socialepisodes.com
                           mike.lewis@awarenessnetworks.com


Tuesday, October 5, 2010

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Get Serious About Social Media (futureM)

  • 1. Getting Serious about Social Marketing Mike Lewis VP of Marketing & Sales Awareness, Inc. @bostonmike / @awarenessinc mike.lewis@awarenessnetworks.com Tuesday, October 5, 2010
  • 2. What you will... • 5 Most Common Social Media Challenges facing Enterprises • Examples of Social Media Success • Evolving through a social media maturity model Tuesday, October 5, 2010
  • 3. A Little About Me • Boston native, New Dad, Entrepreneur and marketing guy • Ran marketing & sales at several start-ups and have used more than social media alone • Active blogger, tweeter, and social media enthusiast • VP of Marketing at Awareness Inc. Tuesday, October 5, 2010
  • 6. TONIGHT!!! 6-10PM CBS Scene - Foxboro Stadium http://imsaware.eventbrite.com/ #AwareIMS Tuesday, October 5, 2010
  • 13. ooops... wrong day Tuesday, October 5, 2010
  • 20. The Next day... Tuesday, October 5, 2010
  • 22. How’d they know that? Tuesday, October 5, 2010
  • 23. It was this guy!!! Tuesday, October 5, 2010
  • 24. My Experience = “Customer WOW Moment” Tuesday, October 5, 2010
  • 25. What I thought... Just spoke with mike. Wants to head home to see his son. Booked him on earlier flight. Tuesday, October 5, 2010
  • 26. What actually happened... Tuesday, October 5, 2010
  • 27. Not as exciting, but a great story none the less Tuesday, October 5, 2010
  • 28. So, what’s it all about? Tuesday, October 5, 2010
  • 29. The way we communicate has evolved Tuesday, October 5, 2010
  • 30. Social Media represents the largest shift in communications in human history Tuesday, October 5, 2010
  • 33. Printing Press Telegraph/Telephone Recordable Media TV 1400’s 1800’s Late 1800’s 1900’s Tuesday, October 5, 2010
  • 34. 1) Facilitating group connections 2) Standard for other media 3) Your audience is now the content producer Tuesday, October 5, 2010
  • 35. 5 TOP Challenges • © 2009 Awareness CONFIDENTIAL Tuesday, October 5, 2010
  • 36. #1 Inability to Scale Tuesday, October 5, 2010
  • 37. 4 channels 300K+ fans Active groups 1 Channel 3 Accts X1 page 15K fans Tuesday, October 5, 2010
  • 38. #2 Security & Control Tuesday, October 5, 2010
  • 39. Marketing Customer Service PR Tuesday, October 5, 2010
  • 40. Marketing Customer Service PR Tuesday, October 5, 2010
  • 41. Marketing Customer Service PR Tuesday, October 5, 2010
  • 43. Ok  then...  Who  is  producing  your  content? 33% Anyone Dedicated Person 67% Unfortunately, most are doing so without formal guidelines Q: Do you have a SM policy? • 63.6% - NO • 36.4% - YES Tuesday, October 5, 2010
  • 44. Policies are critical • Develop a policy and include in handbooks or manuals • Be careful as to what you allow/prohibit • Keep it simple • Encourage participation • See: http://www.fastcompany.com/1668368/social-media-policies-the-good-the-bad-and-the-ugly Tuesday, October 5, 2010
  • 45. #3 Lack of Resources & Buy-in Tuesday, October 5, 2010
  • 47. #4 Reporting is Ad-Hoc Tuesday, October 5, 2010
  • 48. #5 Centralization Tuesday, October 5, 2010
  • 49. PR SERVICE SALES CRISIS RECRUIT PRODUCT Slide created by @equalman Tuesday, October 5, 2010
  • 50. all challenges are opportunities in disguise Tuesday, October 5, 2010
  • 52. Ford’s Content Factory • Constantly delivers news about the company’s reinvention using every available media social channel. • Press releases paired with video, images, audio whenever possible • Everything is shareable, nearly all is tweeted • Key metrics: retweets, Facebook comments, media coverage, awareness studies Principal Value  Demonstration often beats description “We use whatever channel we can to spread the message.”  Multimedia conveys -Scott Monty, head of social media excitement  Bottom-up combined with top-down for maximum impact  Social media drives ongoing engagement via e-mail Tuesday, October 5, 2010
  • 54. HISTORY Sprinkles Tips... Everywhere • Tips placed at Historically significant locations around the country • Tips are focused on location but serve to promote the TV show “America: The Story of Us” • Users automatically entered into a sweepstakes, in which 10 randomly selected users will win prizes each week from April 25 through June 6 Principal Value “Teaming up with foursquare for the  Viral Buzz throughout the AMERICA THE STORY OF US promotion reinforces the HISTORY series brand's 360 degree approach of  New viewers to history aggressively reaching our viewers in new channel platforms," Chris Moseley, SVP of Marketing for  "America The Story of US" HISTORY. became the most watched and highest rated program in the network's history. Tuesday, October 5, 2010
  • 56. Ok, we are listening... But how do we benchmark where we stand?? Tuesday, October 5, 2010
  • 57. Introducing the Social Business Accelerator Tuesday, October 5, 2010
  • 58. It’s a maturity model … a set of structured levels that describe how well the behaviors, practices and processes of an organization can reliably and sustainably produce required outcomes. A maturity model can be used as a benchmark for comparison and as an aid to understanding. It also may provide: A place to start the benefit of a community’s prior experiences a common language and a shared vision a framework for prioritizing actions a way to define what improvement means for your organization Tuesday, October 5, 2010
  • 59. there are 4 key areas to investigate to understand which stage a company is at... Tuesday, October 5, 2010
  • 60. Publishing How many channels are being published to? Is the messaging consistent? Are roles established within each channel to optimize results? Tuesday, October 5, 2010
  • 61. Participation Is the enterprise participating in conversations or are they an observer? Are they even aware the conversations are taking place? Tuesday, October 5, 2010
  • 62. Buy-In & Resources Has management supported social media? Are their resources in place to support initiatives? Tuesday, October 5, 2010
  • 63. Measurement Are activities being measured? Are measurements aligned with strategy? Tuesday, October 5, 2010
  • 64. Through this lens, organizations generally fall into one of 4 categories Tuesday, October 5, 2010
  • 65. !"#$%&$%' ()*+,%$%' -./0$.1$%' 2034.5%6' Social Business Accelerator Tuesday, October 5, 2010
  • 66. Social Media Observer Understand the value SM can offer but are just getting started. Often engaged in some form of listening (usually not automated) and generally have a low engagement level. Not publishing much content through multiple channels Tuesday, October 5, 2010
  • 67. Social Marketing Observer Challenges • Landscape: Observing but face an overwhelming landscape • Information Overload: Tons of data & information to process • Buy-in & Budget: Lack of dedicated budget and executive buy-in • Lack Strategy: Unclear direction when it comes to organizational Social Media strategy Recommendations • Strategy: Define and circulate a strategy that is aligned with the overall strategic marketing objectives • Listen: Start listening to and learn where people are talking about you and your brands • Identify Outposts: Select top two or three destinations for your brand • Create Communities: Create/take ownership of the outposts and start engaging with your audience Success Criteria ✓ You’ve identified the top channels where people are talking about you ✓ You’ve established outposts in those channels and are starting to engage with your audience Tuesday, October 5, 2010
  • 68. Social Media Explorer Understand the SM landscape, but are trying to be more optimized. Explorers are active listeners (some automation), somewhat engaged, and publish some content. Tuesday, October 5, 2010
  • 69. Social Marketing Explorer Challenges • Landscape: Still sorting through a complicated landscape and a large volume of information • Measurement: No standard measurement & metrics to determine success • Expansion: Looking to expand current efforts • Justification: Trying to measure effectiveness to justify budget and get executive buy-in Recommendations • Listen: Continue listening to identify new channels and create new outposts and broaden interaction • KPIs: Create and circulate reports showing reach and effectiveness including foundational Key Performance Indicators (KPIs) including reach, views, shares, influence, etc • Content is King: Create editorial calendar Success Criteria ✓ Expanded social footprint with engagement across channels ✓ Increased internal traction for content and measurement ✓ Foundational KPIs are being tracked ✓ Editorial calendar is in place and driving content Tuesday, October 5, 2010
  • 70. Social Media Influencer Influencers have a solid SM presence. Looking to improve, specifically around metrics and org issues. Traits include: active listening, excellent engagement, and content publication across multiple channels.   Tuesday, October 5, 2010
  • 71. Social Marketing Influencer Challenges • Stretched Thin: Resources are getting stretched across channels and activities - too much to do • Standardization: Manual, disjointed tools and reporting across channels • Visibility: Increased organizational visibility is bringing increased interest/scrutiny • Policies: Lack of policies starts becomes apparent when trying to maintain message, voice, and goals across channels Recommendations • Software: Evaluate solutions to automate processes and reporting • Policies: Create formal policy and roles and get executive buy-in supported by budget commitment • Centralization: Begin centralizing and coordinating activities across organization and business units • KPIs: Extend KPIs to map to specific organization goals (such as showing conversions from Social Media channels to purchasers/subscribers) Success Criteria ✓ Executive and cross business unit buy-in ✓ Centralization of Social Marketing activities has begun ✓ Metrics/KPIs have become more sophisticated and specific to your organizational objectives Tuesday, October 5, 2010
  • 72. Social Media Luminary Luminaries have solid, proven, successful SM strategies and tactics in place. Traits include highly automated listening, automated reporting, excellent engagement, excellent publication of content across channels. Tuesday, October 5, 2010
  • 73. Social Marketing Luminary Challenges • No more “low hanging fruit” so new efforts require more planning and tighter execution • As processes become formalized budget justification becomes more involved and rigorous • As trailblazers, there aren’t always a lot of models to follow in terms of how to proceed • Scaling activities is becoming difficult without adding lots of staff Recommendations ✓ Fully automate key Social Marketing processes and reporting to help scaling ✓ Make sure to maintain health of primary outposts while carefully expanding and creating highly-visible campaigns Tuesday, October 5, 2010
  • 74. General Publishing Participation Buy-in / Measuring & Characteristics Channels Level Resources Analysis “Is social media none (observing) to None to limited Observer valuable?” limited listening & posting none to limited none to very limited Primarily listening; “Let’s test it on Limited; waiting to limited; pulling data Explorer a limited basis” Limited (testing) some posting; Little see value from destinations to no engagement Listening & posting Limited; excited by Lots of data “LET’S JUMP Multiple (not Influencer IN!!” strategic) with some possibilities; support collected; wading engagement from management through analytics “We are Full mgt support; Listening; posting; Strategic data; strategic and viewed as strategic; Luminary understand the Multiple (strategic) responding; multiple seeking ways to understand how to processes in place analyze value.” improve Tuesday, October 5, 2010
  • 75. Next Steps • Extend marketing programs through social channels • Content is still king • Use a multi-channel approach • Formalize strategy & policies around objectives • Measure & improve (NOTE: Measurement based on objectives typically helps to increase buy-in & resources) Tuesday, October 5, 2010
  • 76. Mike Lewis VP of Marketing & Sales Awareness Inc @bostonmike / @awarenessinc http://blog.socialepisodes.com mike.lewis@awarenessnetworks.com Tuesday, October 5, 2010