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Top Organizational Challenges
• Grow membership/revenue
• Greater insight into member behavior
• Data-driven decision making
Buy a Better Tool?
Establish a
New Mindset
“Today you are not behind
your competition. You are
not behind the technology.
You are behind your
consumer.”
Rishad Tobaccowala
Chief Strategy & Innovation Officer
VivaKi
Consumer Behavior
• Buying patterns have shifted
• Word of Mouth is key
• Role of marketing & sales
• Brand has expanded
• Trust is key
Why is WOM/Social SO
Important?
Changes in Buyers’
Journey
Gating of Content
Try Before You Buy
Monthly
Payment
Focus &
I Deserve It
Attitude
How to Grow Today
5 Secrets to Organizational Success
1) Be Marketable—Fit into Their Worldview
2) Accept & Embrace the Empowered Consumer
& How They Buy
3) Success of the User=Your Success
4) Laser Focused On Defined Growth Targets
5) Deliver the Right Value to the Right Target
Old School: Value Proposition
• We are the only organization that allows individuals/companies to
receive the education and networking on our special topic/industry
and that is the voice of the industry.
• Unfortunately, everyone has this power now to access self-education,
networking & have their own voice.
Old School:
We Answer Questions
About Set Services
New School:
We Help Your
Personal Power
What can our organization give an individual that
they can’t get on their own?
>Credibility
>Distribution
>Facilitation
Organizational
Transformation
Using Digital to Go to the Next Level
Different Set of Questions
• What are they using?
• What do they like?
• What could they be using?
• What do they know about?
• What could I offer them that they would consume?
• How can I get them to feel?
• How can I get them to take the action I want?
One Answer:
Deep Understanding
of Consumers’
Behavior
Insight Levels Needed
• Individual Level
• Group Level
• Population Level
Know Your Know
• Transactional Information
• Demographic Information
• Relationship Information
• Behavioral Information****
Behavioral Information
2 Types:
1) What you say you want
2) What you actually do
Why Behavioral?
• Get to the point of being predictive & proactivestop guessing!
• Move to forecasting not retroactive reporting
• Why? Elicit right response
• Prioritize & ROI—spend right money at right time on right people
The New Toolbox
Methodologies Needed to Grow
1) True Target Markets
• Focus on specific targets (or avoid targets) that align with a business
objective
• Grow insight
• Grow conversion
• Grow revenue
• Defined scope, scale, location, growth potential & identifiers
2) Buyer Personas
• Fictional characterization of the ideal person that represents a target
market
• Use in segmentation
• Use to understand the buyer’s journey
• Use to prioritize time & attention
3) Integrated Marketing Campaigns
• Value-add content offer
• Get in front of target market through omnichannel approach
• Focus on conversions
• Game is to get the email address & create value exchange to build
trust
Grow Strategies at Work
Putting it All Together
Persona that is
within Target
Market
Nurturing Heathers to Become Buyers
1) Understand current data & knowledge of Heathers
2) Create content of value for Heather & get in front of Heathers
3) Obtain Heather’s email
4) Offer Heather appropriate conversion path
5) Treat Heather well
Blogs
Online Learning
Print & Digital Ads
Use Trackable
URLs on
Everything!
Create Smart Content
Let Heathers Come to You
Slideshare
Social Media
Pinterest
Give Prospective Heathers Choices
• Topics
• Interest Areas
• Most Likely to
• This Describes/Doesn’t Describe me
• Up for…
• I Would Prefer…
Inquiring
Minds Want
to Know!
Email Preference Centers
All About U
Experience Designers:
Total Change in
Organizational Behavior,
Outcome & Possibly
Structure
New Behavioral Levels of Insights:
• Individual Level: 1 Person
• Group Level: Personas & Segments
• Population Level: Membership, All Buyers, All Attendees
Results of ZMT-Driven Organizations
• Smarter, more efficient programs
• More revenue
• Get more proactive
• Get more creative
• More unity
• More energy

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