2021 DIGITAL MARKETING PLAYBOOK - TRIBALVISION

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2021 DIGITAL MARKETING PLAYBOOK - TRIBALVISION
2021 Digital Marketing Playbook
2021 DIGITAL MARKETING PLAYBOOK - TRIBALVISION
Digital Marketing – a Lifeboat in the ‘New Normal’
“Without wanting to sound too alarmist, in many cases digital marketing strategy will be the deciding factor in
whether businesses make it through the tough times ahead.” – Bernard Marr, Forbes (March 20, 2020)
              Cancellation                                                                                                                                                      Loss of Face-to-Face
              of Live Events                                                                                                                                                      Prospect Meetings

                                                       Of Polled Event
                                                       Marketers Canceled                                           Disruption of
                                                                                                                                                                  Of buyers say they

                     87%
                                                       Planned Events due                                            Status Quo
                                                       to Covid1
                                                                                                                                                                       prefer digital
                                                                                                                                                                        interactions     70%
                                                                                                               Traditional is
                                                                                                                the Problem;
                                                                                                                Digital is the
                                                                                                                  Solution
                                                                                                                                                                                        90%+
                                                                                                                                                                       Of B2Bs have
                      83%
                                                        Of budgets previously
                                                        dedicated to trade shows                                                                                     transitioned to
                                                        are now being dedicated                                                                                         virtual sales
                                                        to paid search, social                                                                                       models during
                                                        media, and email3                                                                                                     Covid4
         Sources: 1. https://www.statista.com/statistics/1124907/us-event-professionals-cancelling-postponing-events-covid-19/
         2. https://www.mckinsey.com/business-functions/risk/our-insights/covid-19-implications-for-business

         3. https://www.statista.com/statistics/1119067/b2b-marketers-live-event-budget-reallocation-covid10-usa/
         4. https://www.mckinsey.com/business-functions/marketing-and-sales/our-insights/the-b2b-digital-inflection-point-how-sales-have-changed-during-covid-19
2021 DIGITAL MARKETING PLAYBOOK - TRIBALVISION
Agenda

1   Prospecting in the Age of Covid

2   Email

3   Account-Based Marketing

4   LinkedIn

5   Facebook & Instagram

6   Paid Search

7   SEO

8   Reporting

9   Bonus
2021 DIGITAL MARKETING PLAYBOOK - TRIBALVISION
Prospecting in the
Age of COVID
2021 DIGITAL MARKETING PLAYBOOK - TRIBALVISION
Adapt your Prospecting to Today’s Reality
         Businesses who wait to generate leads until the clouds have cleared “will be too late to gain a
         competitive (or any) advantage.”

                                                                                   So how do we maximize our chances of
                                                                                   reaching prospects we should approach?
                                                                             By:
                      Avoid                        Approach
                                                                             Industry            Targeting favorable ‘Tailwind’
                                                                                                 and ‘Essential’ industries
                      50%                                 50%
                                                                             Size                Zeroing in on larger clients
               of B2B Buyers                            Have Not
              have Postponed                                                Then, we:
             Purchasing due to
                 COVID-19                                                                        Using database best practices
                                                                             Implement
                                                                                                 to harvest leads

https://hbr.org/2020/07/how-to-keep-closing-b2b-deals-during-the-pandemic
2021 DIGITAL MARKETING PLAYBOOK - TRIBALVISION
Critically Evaluate and Segment Target Industry
           Verticals
Analyze industry supply & demand drivers to understand pain points and opportunities better. Then, segment prospects
and focus resources on Tailwind and Essential prospects who are better positioned to make purchasing decisions.

            Tailwind                                   Essential                              Headwind

     Counter-Pandemic Industries               Pandemic-Agnostic Industries            Pandemic-Afflicted Industries

       Demand           Supply                    Demand           Supply                Demand            Supply

      Sample Industries                          Sample Industries                      Sample Industries

 •    Information Technology               •     Manufacturing                     •    Apparel/Fashion
 •    Software as a Service                •     Professional Services             •    Tourism
 •    E-Learning                           •     Waste Management                  •    Brick & Mortar
 •    Home Improvement                     •     Construction                      •    Hospitality
 •    Telehealth                           •     Insurance                         •    Gyms
2021 DIGITAL MARKETING PLAYBOOK - TRIBALVISION
Shift your Focus Upmarket and Diversify
           (Pragmatically)
 The pandemic has disproportionately impacted smaller businesses. As they become more budget-conscious, shifting
 your focus upmarket (within feasibility) is an opportunity to diversify your client base.

                                     How can we identify ‘upmarket’ prospects?

                                                                               ●   Revenue: Many third party sites and
             Large                                                                 databases provide company revenue
                                                                                   estimates e.g. Owler, ZoomInfo
                                         The following variables
                                               are often publicly
                                                                               ●   Headcount: Employee count
                                                      accessible.
                                                                                   estimates e.g. LinkedIn can help
                                                                                   extrapolate an organization’s size
                                       You can qualify prospects
                                                                               ●   Location Count: Depending on the
                                        across one or all of these
                                                                                   type of business, the number of
             Small                     characteristics. Use these
                                                                                   locations can indicate the scope of
                                           variables to find your
                                                                                   regional presence - particularly
                                                   ‘sweet spot.’ *
                                                                                   relative to competitors

*Other Possible Indicators of Size: Diversity of Services, Awards/Accolades, Industry Affiliations, Quality of Website
2021 DIGITAL MARKETING PLAYBOOK - TRIBALVISION
Use Industry and Business Profile Characteristics
          to Harvest Prospects
Now that you have effectively thought through both the industry and business parameters that are most compelling for
your organization, you must apply them both to gather attractive leads. There are several tools at your disposal:
                   Subscription Databases                                       Publicly Accessible Databases

For a monthly subscription, you can access a database of         Publicly accessible business lists come from diverse sources
contacts, email addresses, companies, etc. - allowing for easy   - from industry publications to government disclosures.
characteristic-driven prospecting.
                                                                 Pros: Free, Common attributes within list
Pros: Data is consolidated and easily searchable                 Cons: Often not exportable, incomplete data
Cons: Price
                                                                 Examples: PPP loan recipient list, Trade show
Examples: ZoomInfo, DataXpander                                  attendee/exhibitor list
2021 DIGITAL MARKETING PLAYBOOK - TRIBALVISION
Use Industry and Business Profile Characteristics
          to Harvest Prospects (cont.)
Even without paying for subscription databases, there are ways to gather leads that exhibit the characteristics you
value as an organization.
                       Scraping Tools                                               Re-Evaluate Past Prospects

When you find a list of prospects across multiple web pages,       Businesses often neglect a concerted re-engagement
or if you want to perform a keyword search on Google, use a        strategy for past prospects and clients. You can revisit
scraper to scan web pages and capture data in a                    old prospects that fall into your industry/size profile.
spreadsheet.
                                                                   Pros: Existing relationship, lower acquisition cost
Pros: Cheaper than subscription databases                          Cons: Messaging must maintain continuity
Cons: Technically cumbersome, result quality varies based
on keywords
                                                                   Examples: Using HubSpot to export old deals of a
Examples: Web Scraper, Phantombuster                               certain size or industry
2021 DIGITAL MARKETING PLAYBOOK - TRIBALVISION
Email
Use Cold Calling 2.0 to Reach Prospects

Leverage Cold Calling 2.0 to deploy                  ●   Define ideal target profiles
larger quantities of emails to your     Prepare      ●   Identify target accounts
new prospecting list you developed.                  ●   Source contacts at
                                                         accounts

Cold Calling 2.0 allows you to
leverage plain text emails to reach                  ●   Send cold emails
your ideal prospect profiles with       Prospect     ●   Work responses
                                                     ●   Set calls with top prospects
highly personalized touch points.                    ●   Schedule demos/appts.

Your email sequences will consist of
a series of 5-8 emails deployed over                 ●   Enter new opportunities into
                                       Begin Sales       your sales cycle
a span of several weeks.                 Cycle       ●   Add prospects to nurturing
                                                         campaigns where
                                                         appropriate
Use Top of Funnel Content in Your Cold Calling
Campaigns

     Introductory Content Focused On Your Brand
                     Sell Sheets                     Top of the Funnel Content
                    Landing Pages
                       Videos

        Useful Information About Your Brand
                    Testimonials
                    White Papers                  Mid-Funnel Content
                   Sample Reports

                   Social Proof
                   Case Studies
                      Online                  Bottom Funnel Content
                     Reviews
Scale your Outreach Efforts Leveraging Proven
Automated Platforms

               PersistIQ and Zoominfo’s Engage allow you to
               create multiple sales flows with a combination of
               manual and automated emails and phone calls.

               Using key data points such as open rates and
               clicks, you can identify the most engaged leads
               and prioritize accordingly.
Leverage Your In-House Email Database
in Ways you Never Imagined

       Automation                       Retargeting                  Audience Creation
 Use behavior and time-based        Augment email marketing           Upload email lists to paid

 automated email messages to       efforts by uploading your lists     search and social media

 drive your contacts towards the      paid search and social         platforms and leverage their

  next stage in your conversion    platforms and deliver display      AI to develop new, similar

             funnel                   ads to your prospects               target audiences
Use Automation Throughout Your Sales Funnel
If you are collecting email addresses of potential customers, you need to be leveraging email
automation. While automation platforms used to be cost-prohibitive for many in the past, a myriad of
companies now offer solutions that meet the automation needs of many businesses.

                                                Use automation email sequences for customers at
                                                all different stages in their customer journey

                                                1   New prospects
                                                    If a prospect has enough        2   New customers
                                                                                        You can use automation
                                                    interest in your product to         campaigns to onboard new
                                                    submit their email address,         customers and provide key
                                                    you should be entering them         company and production
                                                    into a nurturing campaign to        information to keep your
                                                    provide them additional             organization top of mind
                                                    marketing content

                                                3   Past customers
                                                    Automated messages are          4   Existing customers
                                                                                        Automated sequences
                                                    also effective at helping you       should be leveraged to
                                                    get back in front of your           proactively encourage
                                                    former clients and customers        reorders and upsells with
                                                                                        your existing client base
Automated Sequences Allow you to Send a Series
     of Time and Behavioral Triggered Emails
With a combination of time and behavioral triggers you can deploy series of emails to continue
the conversation with your web visitors and prospects.
Use Your Existing Email Lists to Launch Retargeting
               Campaigns and Develop Lookalike Audiences

                                Email Contact List                                             By uploading existing email
                                                                                               lists to Google, Facebook,
                                                                                               and LinkedIn, you can target
                                                                                               those individuals with display
                                                                                               ads or develop new unique
Google                            Facebook                       LinkedIn                      lookalike audiences.
Lookalike &                       Lookalike &                    Lookalike &
Retargeting                       Retargeting                    Retargeting
                                                                                               Google also allows you to
Upload your email list to         Like Google, you can use       LinkedIn has the same         designate a matched
Google and build lookalike        Facebook’s AI to develop a     lookalike audience
(similar) audiences to target     lookalike audience based       capabilities. You can also
                                                                                               audience based on your list.
with future campaigns. You        on your existing email list,   upload company lists, which   You can direct the platform
can also target contacts          as well as target prospects    can be used to target         to pay more for clicks from
with retargeted ads.              with retargeted ads.           advertisements.               people in your matched
Required list size:                Required list size:            Required list size:          audience, an excellent way
  ● 1,000                            ● 1,000                        ● 1,000                    to reach your most valuable
                                                                                               potential customers

                                                                                                                              17
Account-Based Marketing
Use Account-Based Marketing to Target
        Strategic Accounts
  Account-Based Marketing (ABM) is a strategy in which sales and marketing teams work together
  to target best-fit accounts and turn them into customers. This five-step approach allows the sales
  team to identify accounts with the highest revenue potential for your business and enables your
  marketing team to develop a tailored campaign to contacts at these accounts.

5 Steps to
Account-Based
Marketing
Identify the Highest Value Accounts
Identify target accounts that would make suitable clients, and define what their core challenges
are that make your offering a good solution for their needs

1   Identify target accounts
                                                                      Pick accounts that will result in the
    Start with key companies you want to do business
                                                                      highest revenue
    with, then build from there using the tactical
                                                        High yield                                     OR
    approach at right:
                                                                      Pick accounts that fit your product
2   Identify decision makers and                                      or service the best
                                                        Product fit
    influencers                                                                                      OR
    Who are the decision makers at your selected                      Pick your competitor’s accounts as
    accounts? Who influences the decision making                      your main targets
    process?
         Keep in mind:                                 Competitors’
                                                        customers                                     OR
         Set a minimum number of contacts per
         account (5-6 recommended – must have                         Pick accounts based on a previously
         both influencers and decision makers)                        defined strategy/asset (i.e., you have
            &                                           Strategic     assets that address concerns that
         In order to properly execute, we              importance
         recommend a minimum list size of 3,500+                      resonate with this x type of target)
Identify the Highest Value Accounts (Cont.)
Next, build out your leads list with contacts and contact
information (email address):
                                                                             Tools To Use
3   Develop criteria to use to build lead lists
    Flesh out specifics, like company size, location, industry, target
    job titles, and much more
                                                                         Clearbit Connect: A Gmail or
4   Create lists                                                         Outlook extension that allows 100
                                                                         free email lookups a month
    You can:
    • Build out your lists manually - physically find target company
      website and find contact information within, use LinkedIn
      search, and utilize email-finding resources (see recommended
                                                                         Hunter.io: A Chrome plugin that
      tools at right)
                                                                         allows 100 free email lookups a
    • Purchase a list through a vendor – provide your desired
                                                                         month; allows you to directly look
      audience parameters and a provider
                                                                         up employee info from a company
    • Do a combination of both
                                                                         site
Build Personas and Value Props for Your Targets
  The goal of profiling accounts is ultimately to determine an accurate compelling value proposition
  you can offer each account. To get to the value proposition, we recommend researching the role of
  the target and examining the target’s perspective as well

           Essentially, build a mini buyer persona for the decision makers and influencers at each target
           account to get to your value propositions

     Target Account #1                                       Buyer Personas & Value Proposition

                                   Who are they?                Their perspective                 Your value proposition
Verticals
 ○    Vertical 1                                               Provide an in-depth description     Draft an elevator pitch for
                                    Decision Makers
 ○    Vertical 2                                               of the company. Try to predict      each decision maker based
Business Channels                   Describe the contact’s     what is most important to them      on the unique value we can
 ○    OEMs                          title and role             when working with a partner         add to their company
 ○    Dealers and Distributors
Purchasing Characteristics
 ○    Frustrated with larger
                                    Influencers                Try to predict their main pain      Draft a value proposition that
                                    Research contacts that     points within the organization.     addresses their unique pain
      companies
                                    influence the decision     The more unique these might be      points
 ○    Looking for high-tech
                                    making process             to the company, the more
      options
                                                               impactful your value proposition
Create Content that Resonates with Your Targets
                                                          Considerations for each account approach:
ABM content is everything that goes into                  What are trends and commonalities across
the emails you are sending to your                        high-yield targets? What issues might they
                                                          have that you can address with the content
targets. Content should do more than        High yield    you create?
educate customers about the brand –
it must provide value to your target                      How can you best showcase how your
as well.                                                  offering is a perfect fit for your target’s
                                            Product fit   needs?

Different types of target accounts
                                                          What can you offer over the competition?
necessitate different content focuses.                    Examples: case studies, white papers,
You should ensure that content speaks      Competitors’   pricing guides, etc.
                                            customers
directly to your target – the more
directly applicable and relatable your                    What is your strategic advantage? What
message and content is, the greater                       content can you create to communicate
                                            Strategic
                                           importance
                                                          it?
engagement you will see.
Draft Personalized Email Messages
Some additional tips to keep in mind as you create your ABM emails:

                                 Emails should be:                                Tools To Use
                                 •  Efficient & conversational
                                 •  Personalized
                                 •  Specific about what you do and who
                                    you need to speak to                      Calendly: An appointment setting
                                 They should not:
                                                                              app to solidify your meetings with
                                 •  Try to sell anything
                                                                              prospects easily

                                 If there’s no response after email #1, all   • Integrates with your calendar
                                 following messages should ask to be          • Allows prospects to self-select
                                 referred to the correct point-of-contact       meeting times based on when
                                                                                your calendar says you’re free
     Ensure that there is a way you can track engagement – we recommend
                                                                              • Additional features include
     including gates on content that forward information to your sales team
                                                                                email/text reminders, buffer
    Give targets an easy way to take action – see the recommend meeting         times, time zone detection, and
    scheduling tool at right                                                    company branding
Launch Multi-Touch Email Campaigns
To launch campaigns, set them up in your marketing automation
platform. When you have a variety of leads in different parts of the sales                 Tools To Use
cycle, you’ll likely want to set up a CRM to keep everything organized –
some automation platforms include a CRM, but there are also separate
options that seamlessly integrate with your email account
                        wait X days; if                                               Streak: Ideal free CRM option to
                        no response…                                wait X days; if   help you manage your prospects
      Email 1                                                       no response…
                                                                                      in the sales process (if your
                                                Email 3                               marketing automation platform
  Campaign launch         Email 2                                                     doesn’t have CRM capabilities)
                                                                      Email 4         • Integrates with Google Suite:
                                              wait X days; if
                                                                                        Gmail, Calendar, Drive, Sheets,
                                              no response…
                                                                                        and Chat
         If a prospect responds to an email:                                          • Dynamic – allows you to move
         • Ensure they are removed from the campaign workflow                           leads through the sales cycle
         • Validate the lead
         • Pass off to a member of the sales team for further conversation              and set next steps
Support Your Email Campaigns with Retargeting
                                                                                    You can create a sophisticated,
  1st ABM                                              Social media                 multi-channel marketing machine
touch point                                             advertising                 using your ABM lists and utilizing
                          ABM Leads                (ads delivered to uploaded
                                                               lists)               the retargeting options available
                                                                                    via marketing automation and on
                    ABM #1 landing page                                             social media platforms
               (gated content piece in email #1)
                                                                          Remarketing / retargeting audience – stage 1
   2nd ABM
                          ABM Leads
 touch point                                                            Social media retargeting (ads to website traffic audience)
                                                      g et ed
                                                Retar ds                Email remarketing (sent to emails captured in gated form)
                                                   L ea
                           ABM #2
                        landing page
                                                                   Remarketing / retargeting audience – stage 2
       3rd ABM            ABM Leads
     touch point*                                 et ed           Social media retargeting (ads to website traffic audience)
                                           Retarg
                                              L ead s             Email remarketing (sent to emails captured in gated form)
                           ABM #3
                        landing page

          Conversion = Connect prospect with sales                                             *3 touch points shown for simplicity of visual – real
                           team                                                                 ABM campaign will likely have more touch points
Use Social Media to Further Support Campaigns
The below channels and tactics can support your targeted ABM email outreach, further promote
brand awareness, and nurture your target accounts and leads down the digital marketing funnel:

      Email remarketing: send emails to leads gained through website interaction
      Highly effective tactic for nurturing leads, by utilizing user behavior triggers to provide relevant,
      valuable content to prospects and leads in a strategic, timely manner. Remarketing continues to
      educate leads on your offering and drive them back to the website (and further down the conversion
      funnel)

      Support lead retargeting by setting up nurturing workflows that deliver email to users that have
      entered their email into a form on your website, i.e. the gated content form your leads would have
      received in ABM outreach emails; once a user is in your automation system, continue to target them
      with compelling and valuable content

       LinkedIn & Facebook: target uploaded lists & retarget website visitors
       Support initial outreach efforts by uploading ABM     Continue to nurture users that express interest
       contact lists as audiences and targeting the          in your company by visiting your ABM landing
       matched audience generated with ads (or InMail on     pages by setting up audiences that are built
       LinkedIn) that reinforce your messages and drive      based on traffic to those pages on your
       users to your website and gated content for lead      website– target them with conversion-focused
       capture                                               content
Implement Tracking and Reporting to Measure
   and Analyze Campaign Performance
Measuring your results is key to improving your marketing results and understand
your audiences’ preferences.

Measuring and analyzing is the critical last (and ongoing) step for every marketing channel
and tactic we’ve discussed — more on reporting in the following slides.

                            Optimize               Test

                                       Analyze
LinkedIn
Updating Your Company Profile is a Key First Step
 No matter how you’re leveraging LinkedIn, you should always ensure your company profile and
 all company employee profiles (especially for the sales team) are complete and up-to-date
          When it comes to your profile, the little things count --
          LinkedIn profiles with photos get 21x more views and 36x more messages

Anyone on LinkedIn can view your company profile, and you want to be sure that, if you have a
target consumer audience, your company is positioned accordingly in your profile

You should also curate content to
appeal to your leads and
prospects, and share this content
(organically or with the support of
some marketing dollars) to build
your company’s credibility and build
your brand name recognition                                                                                                          17

                                                                           1) https://foundationinc.co/lab/b2b-marketing-linkedin-stats/
B2B Marketers Rate LinkedIn as the # 1 Platform
                        for Lead Generation

                               170M                              45%                        2M
                            US-based                        Of LinkedIn users          Posts, articles, and
                        professionals have                      are upper             videos are published
                         LinkedIn Profiles.                  management.                   on LI daily.

                                  94%                             91%                        50%
                         of B2B marketers                    of executives rate          of B2B web traffic
                          on social media                   LinkedIn as their first   originating from Social
                             publish on                          choice for             Media comes from
                              LinkedIn.                    professionally relevant           LinkedIn.
                                                                  content.

Source: DemandWave state of B2B Digital Marketing Report
LinkedIn’s Robust Targeting Capabilities Make
      it a Dream for B2B Marketers
     Focused B2B Targeting                               Versatile Ad Options

All self-reported firmographic data found on     Options include static image, direct message,
 individual profiles is targetable on LinkedIn        carousel, spotlight, video, and more
LinkedIn Audiences are Key for Targeting and
       Building your Marketing Funnel
Filtered Audience - Awareness     Custom List - Awareness/Nurture   Retargeting - Nurture/Convert

Target by an individual's self-     Target email addresses you       Target prospects who have
       reported data                   upload directly to LI          engaged with your brand
Lead Gen is Your “Go-To” Tool for Acquiring
New MQLs and Driving Awareness

                                     Lead gen ads allow you to
                                     collect prospect contact
                                     information in the form of a
                                     Marketing Qualified Lead (MQL)
                                     directly from LinkedIn’s
                                     newsfeed. Typically,
                                     advertisers trade a piece of
                                     content or thought leadership
                                     for user contact information.
                                     These leads can then be
                                     followed up by sales staff and
                                     targeted in nurturing
                                     campaigns within the
                                     marketing funnel
Effective Lead Gen Starts with Strong Content
Use content to trade for a       What is King with Lead Gen? Content.
 prospect’s contact info
                                           Content Dos                                   Content Don’ts

                             View this as a Transaction: Whitepapers         Sales Collateral: Your sell sheets and case
                             are great as long as they provide               studies are not suitable content. We’ve
                             immediate value to the end user. They will      seen a large increase in CPL when testing
                             be willing to trade their contact information   this type of content.
                             for value.
                                                                             No Value: Anything that does not provide
                             Provide Value: Listicle content is great as     immediate value to the user, like something
                             well; people tend to respond well to it -       that can read and actively improve on
                             again, make sure it’s valuable.                 afterwards, is not worth promoting.

                             Pitch Yourself in the Deliverables: Make        Generalize Across Sectors: It’s much better
                             sure the content you create also sells users    to draft content that is specific to the
                             on your client’s service. It should contain a   prospect you are targeting. Segmenting
                             call to action/an offer for people to follow    your audience and drafting unique content
                             up on.                                          for each segment is best practice.

                             Personalize: Make your content specific to
                             your audience. The more specific you can
                             make it, the better.
Sponsored Content is Great for Both Nurturing and
Converting those Familiar with Your Business

                         Characteristics:
                         A standard newsfeed ad typically consists
                         of a piece of creative, which can either be
                         a 1200 x 628 pixel image or a 256 x 144 to
                         4096 x 2304 pixel video.

                         Best Uses:
                         These ads work best when used for a
                         retargeting audience and/or direct email
                         list within LinkedIn. You can re-engage
                         individuals with a new piece of content or
                         a strong call to action for your business.
Sponsored InMail Closes the Loop With Your
Most Engaged Prospects
                        Characteristics:
                        Sponsored InMails are direct messages
                        you send out to users on LinkedIn. These
                        show up as personal messages within their
                        inbox. LinkedIn has set parameters of
                        when these messages can be received to
                        limit the number of these messages.

                        Use Cases - Focused Retargeting:
                        Through LinkedIn, you can build a
                        targeted audience of focused visitors -
                        such as visitors to your pricing or signup
                        page - and use Sponsored InMail to send
                        them a detailed exclusive offer to help
                        drive conversion.
Play to the Channel’s Strengths, Avoid Weaknesses

                           Strengths                                                          Weaknesses

Targeting: It offers the most robust list of targeting parameters   Costly: LinkedIn’s B2B focused targeting leads to increased
solely focused on work experience                                   CPCs on the channel (anywhere from $5.00 up to more than
                                                                    $20.00 a click)
Engagement: Members who are active on the platform tend to
be highly engaged with their industry                               Volume: LinkedIn is not an ideal channel for website traffic (if
                                                                    your goal is to increase traffic to build a sustainable
Options: It offers numerous advertising options to target your      remarketing list, LinkedIn is not ideal due to its cost per clicks)
intended demographic
                                                                    Content Demanding: To make LinkedIn effective for lead
Email Farming: It is one of the best places to acquire contact      generation, you need to spend time developing strong
information of an interested potential client or lead               whitepaper content that may be a challenge with your client.

Organic Growth: It gives brands a chance to establish and           UI: LinkedIn UI is not the easiest to use and can take some
grow their following for more organic reach                         getting used to.

Focused Narrative: It makes space for individuals to focus on       Originality: Because B2B ads are common place, it can take a
having a conversation on all things related to work, career, and    lot of thought and energy to develop ads and content that
industry                                                            “cut through the noise” on the channel.

Creative Freedom: No restrictions on advertising creative like
you find with other social media channels.
                                                                                                         1) https://foundationinc.co/lab/b2b-marketing-linkedin-stats/
Facebook & Instagram
Facebook & Instagram Advertising
 Today, many targeting parameters are now hidden behind Facebook’s AI. But this actually
 works to your advantage, as you can leverage their AI to target potential prospects and
 customers better. Before we look at advertising, here are few things to keep in mind as they
 relate to the company profile.

                             FIRST STEP: AUDIT YOUR COMPANY PROFILE

Having an incomplete or out-of-date         About – most important part of your page; include address,
business page looks worse than not          contact information, hours, website URL, and more
having one at all. Many people go
online to find specific information         Events - update your event schedule if you are holding
about a business; make sure your            events, and invite others to attend
potential leads/customers are able
to find what they’re looking for. Make       Home page & posts – Post regularly: updates, company
sure you maintain the areas to the           announcements & milestones, blogs, content, company
right consistency for accuracy.              photos, etc. Make sure to respond to any comments or
                                             messages – and be personable, and not too salesy
Facebook: Your Business Profile
There are also many extra sections you can add to your company page – not all will make
sense for your business/audience needs, but some can add great value to your business
page for potential customers:

      Reviews – customers can rate and review your
      business; these show up at the top of your page
      and serve as social proof for potential leads

      Services – add a photo of your specialty, its name,
      pricing, description, and duration

      Offers - you can post discounts and deals, which
      can encourage people to visit your page (run
      organic or paid posts post about your offers listed!)

      Shop – on-page inventory where users can buy
      products / services directly

      Info & Ads - shows all the ads you’re currently
      running and add transparency to your brand
Building Ad Sets - Ad Placements
 Ads can be displayed in a variety of places within Facebook and across other apps and services
 – Instagram, the Audience Network (publish Facebook partners with), and Facebook messenger

                                       Messenger                 Audience Network
              Facebook                         Inbox             Banner, interstitial, & native ads
              Feeds               Sponsored Messages             Rewarded video
              Instant articles                                   In-stream video
              In-stream video
              Right-rail column
              Marketplace
              Stories                         Feeds
                                              Stories
                                             Instagram

Choose specific placements of those available for each ad format, or you let Facebook optimize your
ad across them all; our recommendation: start with all ad placements – after a couple of weeks,
analyze results, filtered by placement, to weed out those with the lowest performance
Structure of Facebook Campaigns

                         Ad Set #2

                            Ads        Ad Set #3

    (Audiences)
                                          Ads

                           Ad Set #1

                           Ad Sets
                              Ads      Campaign
Stick with the C’s for Measurable Results

                                                                                                             Does not change how
                                                         most
                                                       commonly                                              your ads look to users
                                                         used
                                                                                                             or elements within the
                                        Link click, landing page views,
                                        impressions, daily unique reach
                                                                                      View content, add to
                                                                                      cart, purchase         ads.

                                              Post likes , page likes,                                       Objective = Goal
                                              event responses

                                                                                                             Does change who your
                                                                                                             ads are more likely to
                                                                                                             be served to.

                                                                                                             Facebook will serve ads
                                                                                                             to people who are
                                                                                                             more likely to
                                                                                                             [objective] on your ad.

Objectives that generate      Objectives that get people to               Objectives that encourage
interest in your product or   think about your business and               people interested in your
service.                      seek more information.                      business to buy or use your
                                                                          product or service.
Lookalike Audiences are the Core of
              Social Media Prospecting

                                                Age &               Interests &
                                                Gender              Activity

                                                                                                       Lookalike
                                                         Location                                      Audience

Give Facebook your                       Facebook determines what people in                Using the target customer
followers, website visitors,             each group have in common and builds              info, Facebook finds similar
email lists, customers lists...          a target customer                                 users aka “lookalikes”

                          Facebook’s machine learnings/algorithms pull from an extensive pool of
                               data points to spit out an audience of qualified, cold prospects.
Interest-Based Are the “Safety Net” of
                                Prospecting

                                     Interests
                                     Shopping Behaviors
                                     Purchasing Devices
                                     Browsing Info

                                     All Facebook Data...
Access to Data Points

                                                                                                                      Goal: The majority of
                                                                                                                      prospecting audiences
                                                                                                                      will fall into lookalikes.
                                    Age                        Lookalike          Lookalike         Lookalike         Anyone who slipped
                                    Gender
                                                                                                                      through the cracks will
                                    Location
                                                                                                                      be caught in the broad
                        Facebook’s             Marketer’s                                                             interest-based
                        Machine Learning       Audience                       Interest-Based
                                                                                                                      audience, aka the
                        & Algorithm            Analysis &   Inputting what we “think” the ideal target customer is.   “safety net.”
                                               Insights
Paid Search
Paid Search is an Effective Channel for Driving
PaidHigh
     Search   Advertising
         Intent Inbound Leads for your Business
Paid search allows companies to bid for ad space on Google search results pages. It is a particularly
effective element of a digital marketing strategy because it plays a role at the top of the conversion
funnel (awareness for users searching Google) and it facilitates repeat site visits and conversions
by users searching for your website

                                           Used correctly, paid search will put relevant ads in front of
                                           potential consumers during their time of acute need – your ad is
                                           presented as an answer to their search engine “question,” increasing
                                           the likelihood that they will engage and convert

                                             Paid search platforms have developed robust options to increase
                                             your ads’ value – besides the standard ad text. They can:
                                                  • have additional links to various pages of your site
                                                  • call out important details outside of the ad text
                                                  • provide segmented calls-to-action
                                                  • include your site rating, location, & other helpful information
Understand Campaign Anatomy to Plan Effectively
Google Ads is the advertising management platform for Google paid search (pay-per-click
search engine ads). All Google Ads accounts should have the same basic structure.

                            Google Ads Account

                                                                         Each campaign should be based on a broad
           Campaign 1                            Campaign 2              theme that will then incorporate more nuances
                                                                         of said theme within the campaign
                                                                         Create ad groups by categorizing keywords into
 Ad Group 1a      Ad Group 2a          Ad Group 1b      Ad Group 2b      more granular themes – tight keyword clusters
                                                                         allow for very targeted, relevant ad copy

                                                                         Create 2-3 ads per ad group – test different
                                                                         variations of your copy to see what resonates best
Keyword           Keyword             Keyword           Keyword
Keyword    Ad A   Keyword      Ad A   Keyword    Ad A   Keyword   Ad A   with your audience
Keyword    Ad B   Keyword      Ad B   Keyword
                                      Keyword
                                                 Ad B   Keyword   Ad B
Keyword           Keyword                               Keyword
                                                                         Ad copy should tie very tightly to the keyword
                                                                         cluster in the same ad group

                      Be sure to make your Ad Groups as specific as possible
Non-Branded Campaigns are Ideal for Driving
      Awareness Through Google SERPs
What Are They? Non-branded campaigns bid on keywords related to your product or service but
don’t contain any of your branded terms within the query.

Examples: Some Non-branded keywords that TribalVision bids on are Digital Marketing Agency
and Boston Marketing Agency.

            Non-branded term
                                                     Research                      Organize
                                                1.   Keywords
                                                                             22.   by Theme

                                             Using Google’s Keyword         Identify themes in your research
                                          planner, research a universe of    to organize into campaigns. For
                                           keywords that make sense for       example, if a word or phrase is
                                          your business. We recommend        used across multiple keywords
                                          using competitor websites and     you research, you should group
                                              Google’s Discover New              them together to create a
                                           Keywords tool to help you do        general theme. Each theme
                                                       this.                  translates to a new campaign.
Branded Campaigns Keep You at the Top of SERPs
       and Turn Familiar Prospects into Leads
What Are They? Branded campaigns bid on keywords that contain your branded terms. These
include your company name and branded terms you may have for your products and/or services.

Examples: TribalVision currently bids on the word TribalVision, including misspelled variations.

              Branded term
                                                          Identify Your                   Organize Them
                                                    1.    Terms
                                                                                    22.   by Theme

                                                Identify all of your branded      Organize your branded terms by
                                              terms across your organization,         themes to help identify your
                                               whether it’s your organization’s   branded campaigns. In this step,
                                               name or specific trademarked         it’s helpful to identify what the
                                               names you have for products           destination page should look
                                              and or services. This should also   like for each keyword. Keywords
                                                   include misspellings.           that share the same destination
                                                                                         page make up a theme.
Paid Search Retargeting Audiences Allow You to
       Nurture and Convert your Most Engaged Prospects
What is it? Through the Google Ads pixel, you can build audiences of your previous website
visitors to target existing campaigns. Google will then prioritize your ads over others when
members of these audiences type in your keywords.
Examples: TribalVision has created a RMK audience that is active on all campaigns. We have also
created campaigns specific to targeting these individuals as well.

                                                         Append Your                     Create an RMK
                                                  1.     Audience
                                                                                   22.   Campaign

                                                 Append new retargeting           Create a new campaign which
                                            audiences to all existing Google          only targets members of
                                            Search campaigns and set a bid        retargeting audience. Here you
                                              adjustment of at least 25% to         should upload very general
                                              start. This will tell Google that      keywords that you are not
                                            you are willing to pay 25% more          bidding on anywhere else.
                                              if a member of this audience
                                             types in a keyword you bid on.
Google Rewards Advertisers with Optimized
      Landing Pages by Lowering CPC Costs
In Google Ads, semantics matter, as they govern your Quality Score (QS). QS is how Google
determines the relevance of your ad to the keyword you are bidding on.
                                                              -CPC
                          You         10        -50%
                         Save!        9         -44.20
                                      8         -37.50
  You need to be sure your
                                      7         -28.60              If you do not optimize your
keywords, landing page, and
                                      6         +16.70             landing page, keywords, and
web experience all reinforce
                                      5    Google Benchmark        web experience, Google will
your ads' content and include
                                                                     place a surcharge on your
   the keywords you are               4          +25
                                                                           cost per click.
         bidding on.                  3         +67.30         You Pay
                                      2          +150           More!
                                      1         +400%         +CPC
        For example, if your landing page features green slacks but you bid on blue jeans,
      Google will give you a poor quality score and charge you a premium on your keywords.
Each Ad Group/Campaign Should Drive to Unique
Landing Pages Designed to Convert Inbound Leads
                           Keywords that you are bidding on in each
                           adgroup/campaign are featured on the
                           landing page you are driving to

                           Your call to action is placed front and center
                           above the fold of the landing page

                           You keep images light above the fold to
                           help landing pages load faster

                           Keep your reviews and social proof concise
                           and close to your call to action

                           Accolades are also showcased above the
                           fold to help drive the conversion
All Campaigns You Enable Should Use
     Smart Bidding to Run and Optimize Effectively

                                                                    If you are looking to
                                                                    leverage Smart Bidding
                                                                    it's fairly straightforward.
                                                                    Simply set up conversion
                                                                    tracking in your Google
                                                                    Ads account and then
                                                                    set your bidding strategy
                                                                    to "Smart Bidding.

Google’s Smart Bidding is your best friend in paid search advertising. Smart Bidding Google’s
advanced machine learning uses a combination of signals to optimize the delivery of your
paid search ads and campaigns. These predictive signals are far beyond the data available on
the front end of Google Ads and are more than an individual can compute independently.
SEO
Drive Organic Traffic with SEO

SEO improves the ability of your web pages and
content to be discoverable by users searching
for terms relevant to your site. SEO efforts help
your site maintain high visibility in searches without
requiring ad spend.

The term SEO also describes the process of
making web pages easier for search engine
indexing software, known as "crawlers," to find,
scan, and index your site.

Note that SEO is an ongoing effort and requires extensive
maintenance, as well as a ramp-up period to generate
credibility in the eyes of Google.
Play to Google’s Search Algorithm
Google’s algorithm determines which pages are displayed highest
when a user searches a specific set of keywords. Therefore, your                  Tools To Use
site should be tailored to the algorithm Google operates by – it
prefers website pages that:

   •    Contain high-quality, relevant information to the search             SiteChecker: Receive a
        query, based keywords and text on the page, as well as the           complete audit of your site’s
        links to and from the page
                                                                             search engine optimization, as
   •    Load quickly and are mobile-friendly
                                                                             well as a numerical score-
   •    Have unique content
   •    Are engaged with positively by users – low bounce rates,             covers metadata, content,
        high time on page, click-throughs to other pages, etc.               imagery, internal/external
                                                                             linking, and more. Optimization
Check out your competition’s SEO to inform opportunities to acquire users    suggestions are also provided.
searching for services by specific keywords and understand where you
might be losing potential customers to competitors with stronger SEO – use
the tools included on slide 59 (SpyFu and SEMrush).
Optimize your Keywords                                                                 Tools To Use
To gear your website to rank highly for relevant searches, you need
to select specific keywords to optimize for based on your target
audiences’ needs and interests; consider the following as well:

         Search volume: The more people searching for a keyword, the bigger
                                                                                         Google Keyword Planner:
         the audience you stand to reach. If no one is searching for a keyword,
         very few people will find your content through search                           A keyword research tool for paid
                                                                                         ads and SEO; provides keyword
         Relevance: A term may be frequently searched for, but that does not
         necessarily mean that it is relevant to your prospects. The connection
                                                                                         volume and cost data segmented
         between site content and the search query is a crucial ranking signal           by target market and potentially
                                                                                         useful related keywords to help
         Competition: Keywords with higher search volume can drive significant
         amounts of traffic, but competition for premium positioning in the search       you identify the balance between
         engine results pages can be intense                                             broad and specific keywords

      Note that recent trends indicate that most users aren’t searching for simple
      terms - they’re searching for something very specific, and 50% of search
      queries are four words or longer 1

                                                                                     1) https://www.impactbnd.com/blog/seo-statistics
Make Sure to Optimize your On-Page SEO
Implementing your focus keyword list consists of incorporating a unique core term into each
page that you want to rank on Google; focus keywords must be incorporated across a few
critical elements of a page to begin improving organic search traffic:

            1 Title Tags

        2        Meta
              Descriptions

          3 Body Content
Include Title Tag & Meta Descriptions

1 Title Tags                                         2 Essentially
                                                       Meta Descriptions
   The most impactful place to put keywords!                       “ad copy” for organic search results

   The title tag is what you can see in the tab at      Meta description text will not be seen on your
   the very top of your browser and often the           page, but it will likely be shown when your page
   main line of text shown in the Google search         displays as a result on Google. Compelling meta
   result (example on the previous slide) – it’s        descriptions can make a huge difference in click-
   populated by your page’s source code in a            throughs, and overall traffic brought to your site.
   meta tag.
                                                        Include your focus keywords and complementary
   Work in your core keyword in a natural and           terms in a seamless way, and ensure your
   compelling way – it will also need to be             description is thorough, but concise, and
   interesting and relevant enough to attract           compelling, with benefits highlighted and a call-
   clicks once displayed as a result on Google.         to-action.
Review your Body Content                                                            Tools To Use
3     Body Content
    The most important aspect of web page content is quality.
                                                                                         Yoast: Plug-in that analyzes and
    Google’s algorithm will know if you have a pages full of duplicated
                                                                                         suggests improvements to a web
    content or thin content, in part because user engagement and
                                                                                         page’s SEO (title tags, meta
    experience is an increasingly heavily weighted factor in grading
                                                                                         descriptions, focus keywords, search
    body content. This includes:                                                         engine previews, URL / linking
                                                                                         suggestions, and redirects)
         •   Load time / site speed
         •   Ad volume (don’t have tons above the content that would
             turn page visitors away from your site)
         •   Mobile friendliness
       In recent years, the average first-page result on Google contains 1,890 words,     Moz Toolbar: Chrome extension for
       indicating that high-quality longer content ranks better – provide tons of         on-page SEO and site analysis – can
       value and detail to your site visitors!                                            also analyze other websites,
                                                                                          allowing you to see what
                                                                                          competitors are and aren’t doing
    Use our top recommended tools at right for an overall analysis of your on-
    page SEO (and more related to SEO).

                                                                                        1) https://www.impactbnd.com/blog/seo-statistics
Include SEO Content for Images, URLs
Alt Attributes                                                       Schema & Mark-up
Include a description of each image to further help Google           This does not help your ranking, but it can improve the
understand what your page is about – where relevant, include         rate of clicks you receive when your pages do show up in
focus keywords, which can support your on-page SEO and help          search results.
drive site traffic through image results; be sure to write natural
descriptions – don’t cram in keywords unnaturally.                   Schema mark-up essentially provides “ad extensions” to
                                                                     your SEO results and can give you a leg-up on
                                                                     competition. There are many types, so at least one form
                                                                     of mark-up will probably benefit you.

URL Structure
Having a short, descriptive URL is beneficial from a data/tracking
standpoint as well as for sharing – include keywords in URLs while
maintaining a concise URL. If you make changes to URL structure,
make sure to use the proper (301 permanent) type of redirect.
Reporting
Use Google Analytics for all Web Tracking
There’s no excuse not to track and measure marketing analytics
today considering the benefits it provides; if you don’t have any
reporting platforms set up yet, don’t worry – getting started with
Google Analytics is easy and free!

                                                        Google Analytics is gold-standard for
                                                        marketing analytics. Just sign up and
                                                        provide some information about your
                                                        website, and then paste the provided
                                                        tracking code into your website pages
Use Google Data Studio to Build Real-Time
       Reporting Dashboards
You can integrate additional tools, like Supermetrics, to Google
Data Studio to pull in data sources across PPC, SEO, social,
analytics, email marketing, and payment platforms

With the Supermetrics add-in, you have additional options for
visualization and analysis – compare all of the marketing channels
you’re running in the same charts to understand which are most
effective and efficient in achieving various goals

      Supermetrics offers a 14-day trial with full
      features, and pricing beyond the trials
      starts at $19 per month
Sample Google Data Studio Reports
BONUS:
Digital Sales Enablement
What are Digital Asset Management Systems?

Digital Asset Management systems
(or DAMs) are platforms you can use to
organize, access, and share content
digitally, everything from photos and
video to documents and quote
requests.
                                            DA
Putting in place a central repository for   M
brand-approved materials that sales
teams can share with clients and
prospects will help maintain brand and
messaging consistency.
Potential DAM Solutions to Consider
There are many DAM systems available at a variety of price points. These are a few
worth considering as you move toward implementing a DAM solution.

 Bynder: a leader in Digital Asset                                     ClientPoint: ClientPoint makes it
 Management, Bynder makes it                                           easy to send proposals and get
 easy to store, manage, and          Brandfolder: a visually elegant   updates on real-time viewing
 distribute files in the cloud       and user-friendly DAM software
                                                                       activity and collect eSignatures
                                     geared towards marketers and
                                     creatives alike

 Widen: Widen mainly serves                                            pCloud: a DAM that allows you to
 mid-to-large companies with a       MediaValet: a cloud-based DAM     share files digitally both to your
 suite of 6 integrated apps, one     that emphasizes collaboration     internal team and external clients,
 of which being their DAM            and provides unlimited users      and control permissions in real-time
Thank You
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