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Product Management Principles in 
a Services Company 
Berenice Mann (Proactive Marketer) 
Clifford Dive (Argon Design) 
Thanks to our sponsors
“we're brilliant 
guys and we can 
do clever stuff for 
you”
I’m so brilliant
So where are the 
customers?
Intangible 
No two jobs the same 
Mutual uncertainty of 
◦ What the customer wants 
◦ What you’ll give them 
What are we selling? (“....brilliant guys....”) 
CTOs who want to do exciting (risky) stuff 
rather than boring (profitable) stuff
Getting discovered 
What do we do? (“Anything anyone will pay us 
for”) 
Who are the customers? (“We work across 
markets with anyone who’ll pay us”) 
Messaging (“...we’re brilliant guys...”) 
Credibility (“...we can do anything...”)
Selling to mates 
Referrals 
Traditional outbound 
sales (cold calling, 
company lists, 
walking the floor at 
trade shows, 
networking) 
Bluebirds
Selling to mates 
Referrals 
Traditional outbound 
sales (cold calling, 
company lists, 
walking the floor at 
trade shows, 
networking) 
Bluebirds 
• Cheap, 
effective 
• Not scalable 
• Can decay with 
time
Selling to mates 
Referrals 
Traditional outbound 
sales (cold calling, 
company lists, 
walking the floor at 
trade shows, 
networking) 
Bluebirds 
• Cheap, 
effective 
• Can scale 
• Unpredictable 
• Difficult to 
control
Selling to mates 
Referrals 
Traditional outbound 
sales (cold calling, 
company lists, 
walking the floor at 
trade shows, naive 
networking) 
Bluebirds 
Have to find 
the right 
person in the 
right company 
with the right 
need at the 
right time
Selling to mates 
Referrals 
Traditional outbound 
sales (cold calling, 
company lists, 
walking the floor at 
trade shows, 
networking) 
Bluebirds 
If someone 
calls you, and 
you do what 
they’re looking 
for, the 
conversion 
rate is good
Selling to mates 
Referrals 
Traditional outbound 
sales (cold calling, 
company lists, 
walking the floor at 
trade shows, 
networking) 
Bluebirds
Usual answers: 
Social media 
SEO 
Shows 
Hire a brilliant sales guy 
All of the above, but they are not a 
panacea on their own
Business model 
◦ Be big and famous (CCL) 
◦ Be a niche player 
◦ Product/IP/Services combo (bait) 
Repeat business 
◦ Do a good job 
◦ Account management 
◦ Choose the right sort of customer 
◦ Build relationships, share, take the long view
Before we can start we need to 
understand what we are 
Define the 
offering(s) 
Identify the 
customer
Before we can start we need to 
understand what we are 
Define the 
offering(s) 
Identify the 
customer 
• What do we do 
(or would we 
like to do)? 
• What makes us 
special?
Before we can start we need to 
understand what we are 
Define the 
offering(s) 
Identify the 
customer 
• Who are they? 
• Where are they? 
• What do they do? 
• Do they exist? 
• Can/will they pay? 
• How can we help 
them?
What do we need to do to bring the offering to 
the customer? 
Any pre-requisites? 
◦ Can we deliver the offering? 
How do we get the message to the customer? 
◦ Can we deliver the message?
Sales, marketing and delivery working as a 
team 
Marketing create the messaging and raise 
profile 
Sales create and follow up leads and reinforce 
the message 
Delivery team 
◦ Strategic R&D coordinated with the “product” and 
the message 
◦ Develop expertise and demos
Be proactive 
◦ Don’t just provide the service but predict, identify 
and create the broad offering 
◦ Thought leadership – identify and communicate 
what the next problem will be and have the answer 
today 
This is broadly similar to the process of 
bringing a product to the market
Confidence that we have 
◦ key skills 
◦ experience 
◦ good job in agreed timeframe 
With social media we can go further, engage 
with customer rather than broadcast 
Is that how your company uses social media?
Strong brand 
Customer focus 
Marketing 
campaigns 
Work the shows 
better 
Show strong track 
record
Strong brand 
Customer focus 
Marketing 
campaigns 
Work the shows 
better 
Demonstrate a 
strong track record 
• Vision 
• Clear, strong 
messaging 
• Everyone on 
board 
• Convey 
excitement/vision 
to build brand
Strong brand 
Customer focus 
Marketing 
campaigns 
Work the shows 
better 
Demonstrate a 
strong track record 
Really!
Strong brand 
Customer focus 
Marketing 
campaigns 
Work the shows 
better 
Demonstrate a 
strong track record 
Content is King! 
• thought 
leadership 
• position key staff 
Key aims: – 
• raise profile 
• inbound inquiries
Strong brand 
Customer focus 
Marketing 
campaigns 
Make the most of 
trade shows 
Demonstrate a 
strong track record 
Strategy! 
• Appointments in 
advance 
• Target appropriate 
prospects 
• If there aren’t any, 
why are you there? 
• FOLLOW UP!
Strong brand 
Customer focus 
Marketing 
campaigns 
Work the shows 
better 
Demonstrate a 
strong track record 
• Case studies 
• Endorsements 
• Genuinely happy 
customers
Don’t leave this to chance 
Sales people are not knights in shining 
armour who will singlehandedly ‘save’ 
your business. They need: 
◦ Support from marketing (profile, brochures, 
inbound marketing) 
◦ Tech support 
◦ Operations/delivery to be reliable and of 
consistent good quality 
◦ Vision from the management team/board and 
filtering all the way down – everyone on 
message!
CEO – you can sell better than your sales guy? 
Have you: 
defined an appropriate target market? 
communicated your enthusiasm and key 
knowledge on to other staff? 
equipped them properly to sell your 
product or service? 
backed them up with appropriate marketing 
strategy and campaigns? 
expected miracle results with no 
investment?
Once upon a time there was a technology 
consultancy, that wanted to transfer 
skills and experience from the US smart 
meter rollout into the European market 
Europe was starting to think about smart 
meter rollouts 
Different countries - different needs: 
infrastructure, comms channels, 
timescales – one size doesn’t fits all! 
= opportunity!
1. Market research to assess opportunities available 
and key customers to target (lead list!) 
2. Use info to develop new messaging and campaigns 
3. Devise and conduct a PR campaign to support new 
VP European Sales. (why?) 
◦ Raise profile in new market with thought leadership 
◦ Introduce key members of team before approaching 
companies 
◦ Create awareness and position the company
 Skills and experience in smart 
metering and sensing – lots of clever 
people who knew ALL about this 
stuff! 
 Track record – 
8M US smart meters with their 
technology inside 
New licensing agreement with National 
Grid smart meter for the UK
Proposition – why buy off the shelf meters 
and crowbar them into your requirements 
when you can design from scratch and get 
exactly what you need? 
For less money! 
E.g. Enel in Italy and National Grid in UK.
New headline message 
“The world-leading supplier of smart grid and 
metering technology” 
No frills, clear, true, defendable message that 
the exec team were comfortable with – all on 
board! 
Developed by marketing and sales and exec 
team ‘final say’ for exact wording
Redesign website – clear focus! 
support ideas and positioning 
provide content utilities could relate to 
 New content support 
key message 
 Highlight thought 
leadership 
 New case studies to 
demo expertise 
 CTA! 
 Tagging and links
New print collateral 
New PR agency with European 
offices – foot on the ground in 
relevant countries & translation 
Develop thought leadership - 
trade articles, research and press 
releases 
Drive activities for key trade 
show, ‘Metering Europe’ 
Extend communications to social 
media to boost reach, encourage 
engagement, drive to website 
Twitter · 28 Jan 2011 
Congratulations to our partners 
Onstream for their Meter 
Manufacturer and Innovation of the 
Year awards: http://bit.ly/eeIa6U
The Campaign was focused & effective 
Coverage in Pan European trade journals, 
general press e.g. FT 
Raised overall profile in target market 
Resulted in inquiries and advanced bookings 
for meetings at key show 
For the first time utilities sought the 
company out at Metering Europe 
European Sales office busy 
CEO = go-to person for media comment, 
raising company and personal profile 
Board happy! -“punching above our weight” 
- marketing investment paid off
 Number 5 in list of key 
influencers in Greenbang 
Report 2010 
big achievement for a small 
company 
 Report was also picked up 
by the FT 
 6 month survey - greater 
recognition and related to 
smart grid/metering 
“… is expected by the 
report’s authors to 
grow significantly as 
the UK launches its 
massive smart meter 
roll-out.”
 Worked with a number of European Utilities 
following the campaign 
 Formed new partnerships to develop 
technology 
 Forged links with key influencers and 
journalists 
 Grew from 25-40 people over 2 years 
 Other benefits? – Recruitment!

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Product Management Principles in a Services Company (or how to sell brains!)

  • 1. Product Management Principles in a Services Company Berenice Mann (Proactive Marketer) Clifford Dive (Argon Design) Thanks to our sponsors
  • 2. “we're brilliant guys and we can do clever stuff for you”
  • 4. So where are the customers?
  • 5.
  • 6. Intangible No two jobs the same Mutual uncertainty of ◦ What the customer wants ◦ What you’ll give them What are we selling? (“....brilliant guys....”) CTOs who want to do exciting (risky) stuff rather than boring (profitable) stuff
  • 7. Getting discovered What do we do? (“Anything anyone will pay us for”) Who are the customers? (“We work across markets with anyone who’ll pay us”) Messaging (“...we’re brilliant guys...”) Credibility (“...we can do anything...”)
  • 8. Selling to mates Referrals Traditional outbound sales (cold calling, company lists, walking the floor at trade shows, networking) Bluebirds
  • 9. Selling to mates Referrals Traditional outbound sales (cold calling, company lists, walking the floor at trade shows, networking) Bluebirds • Cheap, effective • Not scalable • Can decay with time
  • 10. Selling to mates Referrals Traditional outbound sales (cold calling, company lists, walking the floor at trade shows, networking) Bluebirds • Cheap, effective • Can scale • Unpredictable • Difficult to control
  • 11. Selling to mates Referrals Traditional outbound sales (cold calling, company lists, walking the floor at trade shows, naive networking) Bluebirds Have to find the right person in the right company with the right need at the right time
  • 12. Selling to mates Referrals Traditional outbound sales (cold calling, company lists, walking the floor at trade shows, networking) Bluebirds If someone calls you, and you do what they’re looking for, the conversion rate is good
  • 13. Selling to mates Referrals Traditional outbound sales (cold calling, company lists, walking the floor at trade shows, networking) Bluebirds
  • 14. Usual answers: Social media SEO Shows Hire a brilliant sales guy All of the above, but they are not a panacea on their own
  • 15. Business model ◦ Be big and famous (CCL) ◦ Be a niche player ◦ Product/IP/Services combo (bait) Repeat business ◦ Do a good job ◦ Account management ◦ Choose the right sort of customer ◦ Build relationships, share, take the long view
  • 16.
  • 17. Before we can start we need to understand what we are Define the offering(s) Identify the customer
  • 18. Before we can start we need to understand what we are Define the offering(s) Identify the customer • What do we do (or would we like to do)? • What makes us special?
  • 19. Before we can start we need to understand what we are Define the offering(s) Identify the customer • Who are they? • Where are they? • What do they do? • Do they exist? • Can/will they pay? • How can we help them?
  • 20. What do we need to do to bring the offering to the customer? Any pre-requisites? ◦ Can we deliver the offering? How do we get the message to the customer? ◦ Can we deliver the message?
  • 21. Sales, marketing and delivery working as a team Marketing create the messaging and raise profile Sales create and follow up leads and reinforce the message Delivery team ◦ Strategic R&D coordinated with the “product” and the message ◦ Develop expertise and demos
  • 22. Be proactive ◦ Don’t just provide the service but predict, identify and create the broad offering ◦ Thought leadership – identify and communicate what the next problem will be and have the answer today This is broadly similar to the process of bringing a product to the market
  • 23. Confidence that we have ◦ key skills ◦ experience ◦ good job in agreed timeframe With social media we can go further, engage with customer rather than broadcast Is that how your company uses social media?
  • 24. Strong brand Customer focus Marketing campaigns Work the shows better Show strong track record
  • 25. Strong brand Customer focus Marketing campaigns Work the shows better Demonstrate a strong track record • Vision • Clear, strong messaging • Everyone on board • Convey excitement/vision to build brand
  • 26. Strong brand Customer focus Marketing campaigns Work the shows better Demonstrate a strong track record Really!
  • 27. Strong brand Customer focus Marketing campaigns Work the shows better Demonstrate a strong track record Content is King! • thought leadership • position key staff Key aims: – • raise profile • inbound inquiries
  • 28. Strong brand Customer focus Marketing campaigns Make the most of trade shows Demonstrate a strong track record Strategy! • Appointments in advance • Target appropriate prospects • If there aren’t any, why are you there? • FOLLOW UP!
  • 29. Strong brand Customer focus Marketing campaigns Work the shows better Demonstrate a strong track record • Case studies • Endorsements • Genuinely happy customers
  • 30. Don’t leave this to chance Sales people are not knights in shining armour who will singlehandedly ‘save’ your business. They need: ◦ Support from marketing (profile, brochures, inbound marketing) ◦ Tech support ◦ Operations/delivery to be reliable and of consistent good quality ◦ Vision from the management team/board and filtering all the way down – everyone on message!
  • 31. CEO – you can sell better than your sales guy? Have you: defined an appropriate target market? communicated your enthusiasm and key knowledge on to other staff? equipped them properly to sell your product or service? backed them up with appropriate marketing strategy and campaigns? expected miracle results with no investment?
  • 32. Once upon a time there was a technology consultancy, that wanted to transfer skills and experience from the US smart meter rollout into the European market Europe was starting to think about smart meter rollouts Different countries - different needs: infrastructure, comms channels, timescales – one size doesn’t fits all! = opportunity!
  • 33. 1. Market research to assess opportunities available and key customers to target (lead list!) 2. Use info to develop new messaging and campaigns 3. Devise and conduct a PR campaign to support new VP European Sales. (why?) ◦ Raise profile in new market with thought leadership ◦ Introduce key members of team before approaching companies ◦ Create awareness and position the company
  • 34.  Skills and experience in smart metering and sensing – lots of clever people who knew ALL about this stuff!  Track record – 8M US smart meters with their technology inside New licensing agreement with National Grid smart meter for the UK
  • 35. Proposition – why buy off the shelf meters and crowbar them into your requirements when you can design from scratch and get exactly what you need? For less money! E.g. Enel in Italy and National Grid in UK.
  • 36. New headline message “The world-leading supplier of smart grid and metering technology” No frills, clear, true, defendable message that the exec team were comfortable with – all on board! Developed by marketing and sales and exec team ‘final say’ for exact wording
  • 37. Redesign website – clear focus! support ideas and positioning provide content utilities could relate to  New content support key message  Highlight thought leadership  New case studies to demo expertise  CTA!  Tagging and links
  • 38. New print collateral New PR agency with European offices – foot on the ground in relevant countries & translation Develop thought leadership - trade articles, research and press releases Drive activities for key trade show, ‘Metering Europe’ Extend communications to social media to boost reach, encourage engagement, drive to website Twitter · 28 Jan 2011 Congratulations to our partners Onstream for their Meter Manufacturer and Innovation of the Year awards: http://bit.ly/eeIa6U
  • 39. The Campaign was focused & effective Coverage in Pan European trade journals, general press e.g. FT Raised overall profile in target market Resulted in inquiries and advanced bookings for meetings at key show For the first time utilities sought the company out at Metering Europe European Sales office busy CEO = go-to person for media comment, raising company and personal profile Board happy! -“punching above our weight” - marketing investment paid off
  • 40.
  • 41.  Number 5 in list of key influencers in Greenbang Report 2010 big achievement for a small company  Report was also picked up by the FT  6 month survey - greater recognition and related to smart grid/metering “… is expected by the report’s authors to grow significantly as the UK launches its massive smart meter roll-out.”
  • 42.  Worked with a number of European Utilities following the campaign  Formed new partnerships to develop technology  Forged links with key influencers and journalists  Grew from 25-40 people over 2 years  Other benefits? – Recruitment!

Editor's Notes

  1. Set expectations: Talk about what makes a services company special Consider approaches to generating customers Case study of raising the profile – thought leadership, go to company
  2. ...they’ve qualified themselves
  3. ...they’ve qualified themselves
  4. We should be doing all this already
  5. We have to think more deeply
  6. our European campaign around make vs. buy.
  7. Arguably in a consultancy, everyone should be a salesperson!
  8. Volume = millions. Save $1 per meter, save $millions on the rollout.
  9. Measured ROI – agency carried out before and after survey of key analysts/journalists