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N E W Y O R K C I T Y | O C T O B E R 2 8 - 2 9 , 2 0 1 5
C3 2015 BREAKOUT SESSION
PERSONA MARKETING
AT SCALE
Search Optimization
Marketing Specialist
Ashley Mortimer
#C3NY
1. Personas
– Defining and building out personas
2. Introduction to Scenarios and Buyers Journeys
– Defining and leveraging the buyers journey to improve the customer experience
3. Content Audit
– How to use personas and the buyers journey to inform your content audit and
development
4. Creating Content with a Purpose
5. How American Family Uses Conductor for Personas
6. Results
7. Key Takeaways
8. Q & A
AGENDA
#C3NY
Personas are a representation profile for a customer (or
prospect) base. It provides a tangible understanding of your
core audience needs and guides the process to ensure the
right experience and message is delivered.
WHAT IS A PERSONA
#C3NY
Personas can include:
– Demographic Information
• age, education, family status, household income
– Market Size
• External: 92% have auto insurance, 45% carry life insurance
• Internal: 15% auto insurance, 10% home insurance
– Behaviors
• Safety focused, family-centered,
– Digital Preferences
• Heavy users of mobile devices while on-the-go
– Intent to Purchase
• 38% intend to purchase a vehicle, 20% intend to buy a home
– Buyers Journeys
• What are the needs during each step and how do you know when they are transitioning into a new
phrase.
CHARACTERISTICS OF PERSONAS
#C3NY
• Who
– Are your core customers (or prospects)
• What
– Are the activities they wish to perform
• Why
– Why would they choose your product over a competitors
• How
– How does your product/service fit into their life
PERSONAS
#C3NY
PERSONAS VS. DEMOGRAPHICS TARGETS
#C3NY
The buyer’s journey is the active research
process a potential buyers goes through
leading up to and post purchase. It is a
model to help keep the customer needs
and behaviors central to anything
marketing does.
– Buyer Journey Insights (Goals and tasks
related on your site)
• Example 1: Pre-shopping, consideration,
intent, purchase, advocate/loyal
• Example 2: Research, consideration, booking,
staying, post-stay
WHAT IS A BUYER’S JOURNEY
#C3NY
Awareness/Pre-Shopping:
– First step of the buyer’s journey, your prospect is most likely unaware of your or have low brand
affinity and they many not even know they have a need.
Consideration:
– Once buyers have their choices narrowed down to just a few companies, they’ll return to the
research stage again. Looking for specific differentiators and way to solve their need.
Intent:
– Reviewing the final details that will determine which solution best fits their needs and budget.
Purchase:
– Finally, after days, weeks, or months of research, your prospect selected you and are ready to
purchase.
Loyal:
– Just because your prospects have made a purchase, your work isn’t over. What do you want
customers to do after a purchase/goal?
BUYER JOURNEY INSIGHTS
#C3NY
What’s included in the buyers journey
– What triggers the experience
– What happens during the experience
– How long is the experience
– What is the outcome?
Focus On:
– Activities/task that have been completed
– Outcomes of those activities
BUILDING OUT BUYER’S JOURNEYS
FOR EACH PERSONA
#C3NY
BUYER’S JOURNEY
Pre-Shopping Consideration Intent Purchase Advocate/Loyal
Life Stage Content
Make prospect aware
Price research
Answer questions
Price
Value
Tools
Tools
Now What
Now What?
Value
Life Stage Content
Tasks Completed:
• Visited product page
• Tool interaction
Tasks Completed:
• Visited information pages
(checklist, guides, etc)
• Watched videos
Tasks Completed:
• Tool interaction
• Quoting application interaction
Tasks Completed:
• Quoting application
completion
• interactions post lead gen
Tasks Completed:
• Setup Account
Social interaction
#C3NY
MESHING PERSONAS & BUYER’S JOURNEYS
EXAMPLE 1ST TIME HOME BUYER
#C3NY
NEXT STEPS: REVIEWING CONTENT
#C3NY
Assign each persona a different color
then think about their questions,
needs, requirements and objectives
you need to overcome in order for
that prospect to become a customer.
NEXT STEPS:
GAP ANALYSIS
#C3NY
DIFFERENT CONTENT
DIFFERENT NEEDS
#C3NY
GETTING STARTED
#C3NY
CREATE A ROADMAP
Pre-Shopping Consideration Intent Purchase Loyal
Persona A
Content We
Have 15 12 5 2 0
Content We
Need 3 5 10 12 8
Persona B
Content We
Have 3 5 7 12 15
Content We
Need 15 10 0 2 0
#C3NY
CREATE A ROADMAP
Brand
Awareness
Pre-
Shopping
Considerati
on
Intent Purchase Loyal
Persona
A
Content We
Have 15 12 5 2 0
Content We
Need 3 5 10 12 8
Persona
B
Content We
Have 3 5 7 12 15
Content We
Need 15 10 0 2 0
#C3NY
SHARE! SHARE!
(AND THEN SHARE SOME MORE)…
#C3NY
Deliver
The right content,
to the right person,
at the right time.
KEY TAKEAWAYS
#C3NY
I have more than 8 years of experience
developing and managing digital marketing
campaigns with an emphasis on organic
search, paid search and analytics. I am
responsible for SEO and content
development strategies at American Family
Insurance.
Ashley Mortimer
@MortimerAshley
amortime@amfam.com
www.linkedin.com/in/ashleymortimer
BIOGRAPHY

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Persona Marketing at Scale -- American Family Insurance

  • 1. N E W Y O R K C I T Y | O C T O B E R 2 8 - 2 9 , 2 0 1 5 C3 2015 BREAKOUT SESSION PERSONA MARKETING AT SCALE Search Optimization Marketing Specialist Ashley Mortimer
  • 2. #C3NY 1. Personas – Defining and building out personas 2. Introduction to Scenarios and Buyers Journeys – Defining and leveraging the buyers journey to improve the customer experience 3. Content Audit – How to use personas and the buyers journey to inform your content audit and development 4. Creating Content with a Purpose 5. How American Family Uses Conductor for Personas 6. Results 7. Key Takeaways 8. Q & A AGENDA
  • 3. #C3NY Personas are a representation profile for a customer (or prospect) base. It provides a tangible understanding of your core audience needs and guides the process to ensure the right experience and message is delivered. WHAT IS A PERSONA
  • 4. #C3NY Personas can include: – Demographic Information • age, education, family status, household income – Market Size • External: 92% have auto insurance, 45% carry life insurance • Internal: 15% auto insurance, 10% home insurance – Behaviors • Safety focused, family-centered, – Digital Preferences • Heavy users of mobile devices while on-the-go – Intent to Purchase • 38% intend to purchase a vehicle, 20% intend to buy a home – Buyers Journeys • What are the needs during each step and how do you know when they are transitioning into a new phrase. CHARACTERISTICS OF PERSONAS
  • 5. #C3NY • Who – Are your core customers (or prospects) • What – Are the activities they wish to perform • Why – Why would they choose your product over a competitors • How – How does your product/service fit into their life PERSONAS
  • 7. #C3NY The buyer’s journey is the active research process a potential buyers goes through leading up to and post purchase. It is a model to help keep the customer needs and behaviors central to anything marketing does. – Buyer Journey Insights (Goals and tasks related on your site) • Example 1: Pre-shopping, consideration, intent, purchase, advocate/loyal • Example 2: Research, consideration, booking, staying, post-stay WHAT IS A BUYER’S JOURNEY
  • 8. #C3NY Awareness/Pre-Shopping: – First step of the buyer’s journey, your prospect is most likely unaware of your or have low brand affinity and they many not even know they have a need. Consideration: – Once buyers have their choices narrowed down to just a few companies, they’ll return to the research stage again. Looking for specific differentiators and way to solve their need. Intent: – Reviewing the final details that will determine which solution best fits their needs and budget. Purchase: – Finally, after days, weeks, or months of research, your prospect selected you and are ready to purchase. Loyal: – Just because your prospects have made a purchase, your work isn’t over. What do you want customers to do after a purchase/goal? BUYER JOURNEY INSIGHTS
  • 9. #C3NY What’s included in the buyers journey – What triggers the experience – What happens during the experience – How long is the experience – What is the outcome? Focus On: – Activities/task that have been completed – Outcomes of those activities BUILDING OUT BUYER’S JOURNEYS FOR EACH PERSONA
  • 10. #C3NY BUYER’S JOURNEY Pre-Shopping Consideration Intent Purchase Advocate/Loyal Life Stage Content Make prospect aware Price research Answer questions Price Value Tools Tools Now What Now What? Value Life Stage Content Tasks Completed: • Visited product page • Tool interaction Tasks Completed: • Visited information pages (checklist, guides, etc) • Watched videos Tasks Completed: • Tool interaction • Quoting application interaction Tasks Completed: • Quoting application completion • interactions post lead gen Tasks Completed: • Setup Account Social interaction
  • 11. #C3NY MESHING PERSONAS & BUYER’S JOURNEYS EXAMPLE 1ST TIME HOME BUYER
  • 12.
  • 14. #C3NY Assign each persona a different color then think about their questions, needs, requirements and objectives you need to overcome in order for that prospect to become a customer. NEXT STEPS: GAP ANALYSIS
  • 15.
  • 17.
  • 18.
  • 19.
  • 20.
  • 22. #C3NY CREATE A ROADMAP Pre-Shopping Consideration Intent Purchase Loyal Persona A Content We Have 15 12 5 2 0 Content We Need 3 5 10 12 8 Persona B Content We Have 3 5 7 12 15 Content We Need 15 10 0 2 0
  • 23. #C3NY CREATE A ROADMAP Brand Awareness Pre- Shopping Considerati on Intent Purchase Loyal Persona A Content We Have 15 12 5 2 0 Content We Need 3 5 10 12 8 Persona B Content We Have 3 5 7 12 15 Content We Need 15 10 0 2 0
  • 24. #C3NY SHARE! SHARE! (AND THEN SHARE SOME MORE)…
  • 25. #C3NY Deliver The right content, to the right person, at the right time. KEY TAKEAWAYS
  • 26.
  • 27. #C3NY I have more than 8 years of experience developing and managing digital marketing campaigns with an emphasis on organic search, paid search and analytics. I am responsible for SEO and content development strategies at American Family Insurance. Ashley Mortimer @MortimerAshley amortime@amfam.com www.linkedin.com/in/ashleymortimer BIOGRAPHY