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The Marketing Journey
Hello, This is Me
Paul Tansey
Marketing Nerd with the
Big Chin
Intergage (Tasty
Marketing)
www.intergage.co.uk
Today’s Presentation
Is about entrepreneurship
Is about change
Is about marketing and growing your business
Is about asking yourself some questions
Is about deciding what to focus on
Is about taking action
Entrepreneurship
Is about the pursuit of freedom
Is about taking the more dangerous, less travelled road
Is about growing our businesses to achieve freedom
Is about mastering marketing
The 4 Freedoms
Freedom from having a boss / rules
Freedom to do pursue a passion / ideal / cause (Purpose)
Freedom from worrying about money (Money)
Freedom to spend our time how we wish (Time)
The 4 Bridges
Viability
Scalability
Autonomy
From Organisation
to Organism
The World is Changing
Mind-blowing Technology Change is now Routine
Cultural Change is just as Evident
The Digital Divide
The Emergence of Global Tribes
What Works Now?
Being an Authority or Expert
Creation and Curation of content
Become more researchable
Empathy
Advocacy
Relationships
Caring
Openness and Transparency
Passion
Why Businesses Fail in a
World of Change
“If you get into business
solely to make money,
you won’t. If you try to
make a real difference,
you’ll find success”
Richard Branson
A Quick Summary
Understanding the freedoms we pursue
Building the business that delivers these freedoms
Focus on building a trust with our tribe
Focus on why we are in business not what we do and how
we do it
Branson says its not about the money its about your
purpose and how you make a difference
How you think about and communicate your business can
transform it.
Mission, Vision & Values
What are your values?
Question 1
Score your sense of Purpose, Mission, Vision & Values
Score 10 if:
You believe you have a truly compelling company Purpose, Mission,
Vision & Values
100% of your team understands your company Purpose, Mission,
Vision & Values
There is a real sense of belief in your mission in your business
Your team is excited
Let’s Talk Strategy
“ A plan of action designed to
achieve a long-term or overall
aim…”
Let’s Talk Strategy
Diagnosis
Development of
Guiding Policies
Coherent Action
Professor Richard Rumelt
“Strategy is about how
you're going to get there...”
Question 2
Score your Strategy & Research
Score 10 if:
You know where you want to be and by when
You have diagnosed the challenges you face and researched the
landscape you are operating in
You have established top level policies – the ways you will deal with the
challenges you face
You have defined a coherent and co-ordinated set of actions to carry
out the guiding policy
These co-ordinated actions are communicated and understood by your
team and you have clear, unambiguous focus
Segmentation
“Marshalling limited resources
to achieve the maximum
return is core to the function
of marketing strategy”
Question 3
Score your Market Segmentation
Score 10 if:
You have researched the size of the market
You have broken the market down into clear segments
You have decided which segment(s) you will address (in
which order) based on your specific strengths, available
resources or the lack of strong competition
Persona Development
Question 4
Score your Marketing Persona Development
Score 10 if:
You have written detailed profiles of the types of people you are
helping / selling to and you have a deep understanding of their
aspirations, problems, choices, decision making processes,
communication preferences, brands they associate with, tribes they
hang out in etc.
You have named these people, brought them to life and you evaluate
your offerings through their eyes
You have done this collaboratively and constantly add to your learning
about each
Differentiation & Value
Proposition
Question 5
Score your Differentiation & Value Proposition
Score 10 if:
You have looked at the market through the eyes of your customer
personas
You have evaluated your competition and their offerings through your
customer personas’ eyes
You have established your positioning & messages to appeal to specific
customer personas in a way that is exciting, different & memorable
You know why they will choose you, why they will repeat purchase and
why they will recommend you
Your Brand
“How your product or service connects with its audience both logically and emotionally”
Your Brand Can
Differentiate you from the crowd
Be Memorable
Be Associated with specific messages, sounds, colours and
emotions
Be the reason people pay more for a product or service
Have value in a balance sheet
Be the reason somebody buys your business
Be something that a Tribe forms around
Question 6
Score your Branding
Score 10 if:
You have created a memorable brand
and what it stands for and you have communicated this
internally as well as externally
You believe your brand speaks to your customers in a
meaningful way
You have published brand guidelines that encapsulate your
unique visual identity, tone of voice and use of colours,
fonts and messages
You enforce this brand across all the content you create
online and offline
Your Business Plan
Question 7
Score your Business Plan
Score 10 if:
You have a written plan that includes specific budgets to
achieve specific (SMART) goals
You have allocated specific responsibilities and resources to
specific people or teams for the delivery of this plan
You have a detailed financial plan to deal with your change
You have communicated this plan to your entire team
Your team understand what success looks like
Your Marketing Plan
Know Your Numbers
Cost of acquisition
Average first order value
Average annual value
Average lifetime value
How many new customers would you like?
6 Ways to Grow
“Buy” More Customers
Have a referral program
Get your existing customers to buy more - Upsell, Cross-
sell & Put Your prices Up
Get your customers to buy more often – Plan campaigns
into your customer base
Allocate Account Resources Better
Retain customers for longer
Your Marketing Plan
Question 8
Score your Marketing Plan
Score 10 if:
You have a published marketing plan that is a minimum of 6-12
months ahead of today
Your plan details what channels you will use to talk to which
customer personas and what content you will create
Your plan details the tools you will need, who will do what and
when across multiple channels
You have allocated your budget across new business & existing
customer promotions
Responsibility for delivering the plan is clear
You have established expectations for return on investment
through clear Key Performance Indicators (KPIs)
Your Partner Selection
Question 9
You have audited your internal ability to deliver your
plan
You have established what you need to outsource
You have shared your plan with your potential partners
You have selected based on your partners’ proven ability
to deliver what you need
You have collaborated with your partners and given
maximum visibility of what is required with clear and
unambiguous briefs
Score your Partner Selection
Score 10 if:
Your Stakeholder
Engagement
“You must capture the heart of a supremely
able man before his brain can do its best.”
— Andrew Carnegie
Stakeholder Engagement
How much performance and effort is discretionary?
How does your team react to change?
What staff turnover do you have?
How easy is it to recruit star talent?
What about absenteeism?
How do you measure staff engagement?
Do you have an employment brand?
Question 10
Score your Stakeholder Engagement
Score 10 if:
You regularly measure stakeholder engagement and people
love working with you, they feel valued and
Your team can tell me what your company purpose, vision,
mission and values are
They understand the organisational goals
They can apply the organisational values to their work
Your team is proud to work for your organisation
Relationships between leaders and their teams are great
Your Toolkit
Question 11
Score your Toolkit Creation
Score 10 if:
You have planned all the online and offline tools you will
need to deliver your marketing plan across multiple
channels (PR, Website, Blog, Social Media Presence, Video,
Infographics, Brochures, etc.)
You have reviewed all your existing collateral for
consistency and alignment with brand
You have budgeted for the tools you need to create and
collaborated with your chosen suppliers to specify them
You have ensured that you have the resource internally to
deliver these projects in a timely fashion
Your Skills / Training
Question 12
Score your Staff Training
Score 10 if:
You have identified all the internal marketing skills you will
need to deliver your plan (Website Updates, Blogging, SEO,
Social Media, Copy Writing, Photography, Video Marketing
etc.)
You have ensured that those responsible have had (or you
have planned) the training required to achieve the
necessary competencies
Your Marketing Investment
Question 13
Score your Investment in Marketing
Score 10 if:
You see marketing as an investment, not a cost
You know exactly how much of your turnover / profit you
think it is appropriate to re-invest in marketing
You will ensure that the funds are available for the
marketing activities you have planned in the same way you
ensure salaries are paid
You know (through KPIs and history) what you expect back
from your investment
You mix new ideas with the tried and tested to see if you
can improve ROI
Your ROI Analysis
Question 14
Score your ROI Analysis
Score 10 if:
You know exactly what KPIs you are expecting from your
investment in marketing
You have systems in place to routinely analyse KPIs
You always know what is working and what isn’t
You adjust your plans periodically based on your analysis
Your Customer Surveys
Simple Surveys
The ultimate question
The other question
Question 15
Score your Customer Surveys
Score 10 if:
You routinely survey 60% + of your customer base
You segment your customers when conducting a survey
You know why each customer chose you, chooses to stay
with you and recommends you
You know how satisfied / delighted they are with your
product or service and you maintain a benchmark score
You know exactly how your existing customers want you to
improve
Your Review Process
Question 16
Score your Strategic Review
Score 10 if:
You review your marketing journey at least annually
You engage your stakeholders in the review
You engage some customers in the review
You engage credible 3rd parties in the review
Summary
Be Clear on your Personal Objectives and the Freedoms
you pursue
Be clear on the type of business you need to build to
achieve your freedoms
Build a business around “Why” not how or what you do
Take the Marketing Journey periodically
Identify the actions you need to take and identify the tools
and resources that will shortcut this process
Thank You
@PaulTansey
www.intergage.co.uk
paul@intergage.co.uk
blog.intergage.co.uk
+Intergage
0845 456 1022

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The Marketing Journey: A Guide to Strategic Planning and Measurement

  • 2. Hello, This is Me Paul Tansey Marketing Nerd with the Big Chin Intergage (Tasty Marketing) www.intergage.co.uk
  • 3. Today’s Presentation Is about entrepreneurship Is about change Is about marketing and growing your business Is about asking yourself some questions Is about deciding what to focus on Is about taking action
  • 4. Entrepreneurship Is about the pursuit of freedom Is about taking the more dangerous, less travelled road Is about growing our businesses to achieve freedom Is about mastering marketing
  • 5. The 4 Freedoms Freedom from having a boss / rules Freedom to do pursue a passion / ideal / cause (Purpose) Freedom from worrying about money (Money) Freedom to spend our time how we wish (Time)
  • 7. The World is Changing Mind-blowing Technology Change is now Routine Cultural Change is just as Evident The Digital Divide The Emergence of Global Tribes
  • 8. What Works Now? Being an Authority or Expert Creation and Curation of content Become more researchable Empathy Advocacy Relationships Caring Openness and Transparency Passion
  • 9. Why Businesses Fail in a World of Change
  • 10. “If you get into business solely to make money, you won’t. If you try to make a real difference, you’ll find success” Richard Branson
  • 11. A Quick Summary Understanding the freedoms we pursue Building the business that delivers these freedoms Focus on building a trust with our tribe Focus on why we are in business not what we do and how we do it Branson says its not about the money its about your purpose and how you make a difference How you think about and communicate your business can transform it.
  • 12.
  • 14. What are your values?
  • 15. Question 1 Score your sense of Purpose, Mission, Vision & Values Score 10 if: You believe you have a truly compelling company Purpose, Mission, Vision & Values 100% of your team understands your company Purpose, Mission, Vision & Values There is a real sense of belief in your mission in your business Your team is excited
  • 16. Let’s Talk Strategy “ A plan of action designed to achieve a long-term or overall aim…”
  • 17. Let’s Talk Strategy Diagnosis Development of Guiding Policies Coherent Action Professor Richard Rumelt “Strategy is about how you're going to get there...”
  • 18. Question 2 Score your Strategy & Research Score 10 if: You know where you want to be and by when You have diagnosed the challenges you face and researched the landscape you are operating in You have established top level policies – the ways you will deal with the challenges you face You have defined a coherent and co-ordinated set of actions to carry out the guiding policy These co-ordinated actions are communicated and understood by your team and you have clear, unambiguous focus
  • 19. Segmentation “Marshalling limited resources to achieve the maximum return is core to the function of marketing strategy”
  • 20. Question 3 Score your Market Segmentation Score 10 if: You have researched the size of the market You have broken the market down into clear segments You have decided which segment(s) you will address (in which order) based on your specific strengths, available resources or the lack of strong competition
  • 22. Question 4 Score your Marketing Persona Development Score 10 if: You have written detailed profiles of the types of people you are helping / selling to and you have a deep understanding of their aspirations, problems, choices, decision making processes, communication preferences, brands they associate with, tribes they hang out in etc. You have named these people, brought them to life and you evaluate your offerings through their eyes You have done this collaboratively and constantly add to your learning about each
  • 24. Question 5 Score your Differentiation & Value Proposition Score 10 if: You have looked at the market through the eyes of your customer personas You have evaluated your competition and their offerings through your customer personas’ eyes You have established your positioning & messages to appeal to specific customer personas in a way that is exciting, different & memorable You know why they will choose you, why they will repeat purchase and why they will recommend you
  • 25. Your Brand “How your product or service connects with its audience both logically and emotionally”
  • 26. Your Brand Can Differentiate you from the crowd Be Memorable Be Associated with specific messages, sounds, colours and emotions Be the reason people pay more for a product or service Have value in a balance sheet Be the reason somebody buys your business Be something that a Tribe forms around
  • 27. Question 6 Score your Branding Score 10 if: You have created a memorable brand and what it stands for and you have communicated this internally as well as externally You believe your brand speaks to your customers in a meaningful way You have published brand guidelines that encapsulate your unique visual identity, tone of voice and use of colours, fonts and messages You enforce this brand across all the content you create online and offline
  • 29. Question 7 Score your Business Plan Score 10 if: You have a written plan that includes specific budgets to achieve specific (SMART) goals You have allocated specific responsibilities and resources to specific people or teams for the delivery of this plan You have a detailed financial plan to deal with your change You have communicated this plan to your entire team Your team understand what success looks like
  • 31. Know Your Numbers Cost of acquisition Average first order value Average annual value Average lifetime value How many new customers would you like?
  • 32. 6 Ways to Grow “Buy” More Customers Have a referral program Get your existing customers to buy more - Upsell, Cross- sell & Put Your prices Up Get your customers to buy more often – Plan campaigns into your customer base Allocate Account Resources Better Retain customers for longer
  • 34. Question 8 Score your Marketing Plan Score 10 if: You have a published marketing plan that is a minimum of 6-12 months ahead of today Your plan details what channels you will use to talk to which customer personas and what content you will create Your plan details the tools you will need, who will do what and when across multiple channels You have allocated your budget across new business & existing customer promotions Responsibility for delivering the plan is clear You have established expectations for return on investment through clear Key Performance Indicators (KPIs)
  • 36. Question 9 You have audited your internal ability to deliver your plan You have established what you need to outsource You have shared your plan with your potential partners You have selected based on your partners’ proven ability to deliver what you need You have collaborated with your partners and given maximum visibility of what is required with clear and unambiguous briefs Score your Partner Selection Score 10 if:
  • 37. Your Stakeholder Engagement “You must capture the heart of a supremely able man before his brain can do its best.” — Andrew Carnegie
  • 38. Stakeholder Engagement How much performance and effort is discretionary? How does your team react to change? What staff turnover do you have? How easy is it to recruit star talent? What about absenteeism? How do you measure staff engagement? Do you have an employment brand?
  • 39. Question 10 Score your Stakeholder Engagement Score 10 if: You regularly measure stakeholder engagement and people love working with you, they feel valued and Your team can tell me what your company purpose, vision, mission and values are They understand the organisational goals They can apply the organisational values to their work Your team is proud to work for your organisation Relationships between leaders and their teams are great
  • 41. Question 11 Score your Toolkit Creation Score 10 if: You have planned all the online and offline tools you will need to deliver your marketing plan across multiple channels (PR, Website, Blog, Social Media Presence, Video, Infographics, Brochures, etc.) You have reviewed all your existing collateral for consistency and alignment with brand You have budgeted for the tools you need to create and collaborated with your chosen suppliers to specify them You have ensured that you have the resource internally to deliver these projects in a timely fashion
  • 42. Your Skills / Training
  • 43. Question 12 Score your Staff Training Score 10 if: You have identified all the internal marketing skills you will need to deliver your plan (Website Updates, Blogging, SEO, Social Media, Copy Writing, Photography, Video Marketing etc.) You have ensured that those responsible have had (or you have planned) the training required to achieve the necessary competencies
  • 45. Question 13 Score your Investment in Marketing Score 10 if: You see marketing as an investment, not a cost You know exactly how much of your turnover / profit you think it is appropriate to re-invest in marketing You will ensure that the funds are available for the marketing activities you have planned in the same way you ensure salaries are paid You know (through KPIs and history) what you expect back from your investment You mix new ideas with the tried and tested to see if you can improve ROI
  • 47. Question 14 Score your ROI Analysis Score 10 if: You know exactly what KPIs you are expecting from your investment in marketing You have systems in place to routinely analyse KPIs You always know what is working and what isn’t You adjust your plans periodically based on your analysis
  • 49. Simple Surveys The ultimate question The other question
  • 50. Question 15 Score your Customer Surveys Score 10 if: You routinely survey 60% + of your customer base You segment your customers when conducting a survey You know why each customer chose you, chooses to stay with you and recommends you You know how satisfied / delighted they are with your product or service and you maintain a benchmark score You know exactly how your existing customers want you to improve
  • 52. Question 16 Score your Strategic Review Score 10 if: You review your marketing journey at least annually You engage your stakeholders in the review You engage some customers in the review You engage credible 3rd parties in the review
  • 53. Summary Be Clear on your Personal Objectives and the Freedoms you pursue Be clear on the type of business you need to build to achieve your freedoms Build a business around “Why” not how or what you do Take the Marketing Journey periodically Identify the actions you need to take and identify the tools and resources that will shortcut this process