“I will pretend to sell if you pretend to buy” This is one of my favorite quotes from Sherwin Uretsky, one of our Revenue Architects advisors and one of the top revenue architects that I know!

What does it mean?

So many people engaged in sales imagine that they can win business after gaining access to a particular client – or after a warm meeting with a prospective client. But too often, they fail to really listen to their gut . They fail to perform the basic qualification that they need to do:  BANT –  Budget, Authority, Needs and Timeline. Or SCOTSMAN: Solution; Competition; Originality; Time Scales; Size; Money; Authority; Need.

They are kidding themselves… meeting after meeting of friendly banter with the client….pretending to sell, and the client pretending to buy.

  • Wrong opportunity
  • Wrong decision maker
  • No BANT
  • Free consulting
  • Long sales cycle

When you see it, stop it. Ask yourself the question – what is the compelling event? What is the implementation date? What happens if the client doesn’t buy? There likely won’t be an answer and you will see that there likely is not an opportunity after all!

I enjoyed a Harvard Square coffee visit at Peet’s the other day with Nat Welch, a consultant at CFAR: Center for Applied Research.  I checked in on Foursquare of course 🙂

Nat and I used to work together at Viant and it is always good to catch up. Nat is already an expert in collaboration and in particular in helping people impact change in organizations.  Naturally the conversation led to marketing digitally and using social media. I was giving Nat a few of my headline perspectives on why he might want to use Twitter to establish an online presence.  There is a lot written about this already and for many of you this is “101”, but here are some of the points that I shared that I think might provide a summary framework for management consultants and business professionals on how to think about using Twitter vs. other tools like Facebook and LinkedIn.

Summary takeaways – for those of you getting started:

  1. Pick your place on the long tail. Clarify your unique position and area of expertise. Identify your perspective and core messages. It is hard to track all the conversations that may interest you – the more focused your area of expertise or offerings, the easier it is to follow and be followed in the space.
  2. Set up your Twitter account and link it to your LinkedIn and Facebook accounts
  3. Use nice tools like Tweetdeck where you can set up columns for the areas you like to follow. HootSuite is good for team collaborative tweets and managing multiple identities.
  4. Set realistic expectations. Most of your clients are not looking for you on Twitter, but over time a presence will reinforce your credibility in the space. Think of Twitter as another outpost in your digital presence.
  5. Listen and follow. Find people talking about and sharing information about your area of interest, follow them,  Retweet the good ones, click on and follow the blogs that interest you. Very quickly, you will have a mosaic of content and people that surround the subject that you are focused on. Good etiquette suggests we do not use Twitter as a bully pulpit, but rather add to the conversation. Ask yourself if your tweets are adding value and adding content. Twitter is not for direct self-promotion.
  6. Weigh in on the conversations – offer your perspectives
  7. Set up a Reader account and follow the blogs.
  8. Syndicate your own blog. If you don’t have one, it may be worthwhile to set up a blog where you can share your content and articles about your area of expertise. Blogs use RSS standards that make it easy to share through tools like Google reader. You don’t have to write something every day- even once a month would be valuable from a presence and credibility perspective
  9. Maintain presence. LinkedIn is particularly valuable for the management consultant and business user. Facebook extends your personal networks online.
  10. Do what I say, not what I do. I wish I had more time to follow and engage in the conversations. Pick a window of time each day or two to follow the conversations, people, and weigh in with your comments, share your posts and find the valuable expertise that you can bring to your clients and enhance your value.
Speaking with NAPFA at the Bentley University Campus

John Stone and Kristen Luke (via Skype from San Diego!) spent the morning with a group of financial advisors as part of their monthly program.

We discussed the landscape of new marketing including the key elements and concepts that drive the adoption on digital marketing strategies. We also took a tour of the “tools of the trade” and discussed ways that advisors are using social media today. Finally we discussed the call to action – how to get started with social media and new marketing.  Our new program: Digital Marketing for Financial Advisors is launching this Spring and offers advisors an opportunity for hands on workshops to build their web presence – social media, content development and website strategy.

Read more

Big national brands and their local affiliates can accelerate their charity impact AND drive brand value by using a network approach like good2gether.

Companies want to accelerate the impact of their charitable programs.  The terrible news from Haiti is re-focusing us on getting involved and “doing good”. While pursuing charitable programs for all the right reasons, leading brands and small businesses are also asking the question:  “How can we continue to accelerate our charitable impact while better communicating our positive activities with our target audience?” Bad press from the economic downturn and financial meltdown has had a negative impact on many corporate brands – particularly in the financial services industry. These brands would benefit from both accelerating their charitable impact and showing the world the good they do for important causes.

As we look at this challenge, we can see the obvious alignment with new marketing and social media – but obvious strategies may not be quite enough.  We can accelerate our activities and get people involved using Facebook and Twitter, however as more and more brands use social media, it is difficult to get heard through the noise. This is one reason that I am so excited about the potential of using a compelling new networked solution for charitable impact: good2gether.

The good2gether Do Good Channel is a powerful way for brands to extend reach and awareness while also connecting their network of partners, affiliates and customers with local nonprofits that mean a lot to them. The networked approach lifts all boats – the brand, the affiliate networks, and the local charities.  The good2gether ecosystem uses social media and web services sharing to extend the velocity and impact of the charitable mission while providing the big brand a powerful messaging opportunity. Partners and affiliates can also “do good” in their local community while being associated with a national brand’s program and benefiting from the halo effect of charitable giving. The local charity benefits from local sponsorships and focus – while being a part of a much bigger global network.

How does this all work? Here is a basic approach:

  • Quickly and easily set up a BIGBRAND Do Good Channel and connect this with your charity website
  • Create compelling content including digital video about the charity programs and the positive impact the BIGBRAND has on society
  • Use social media to syndicate this across the web and social media
  • Use the good2gether network to aggregate cause engagement for the BIGBRAND affiliates and partners and local charities
  • Cross-promote the BIGBRAND charitable activities through online media (e.g. USA Today) and social media (e.g. Facebook and Twitter)
  • Newspapers and media companies need local content. Local nonprofits have it. Local charities everywhere can enter their information for FREE
  • The good2gether network helps the BIGBRAND and their local affiliate’s target new audiences to find and share ‘do good’ engagement opportunities, events and activities – through widgets web sites, media outlets,  affiliate web pages and the charity do-good pages
  • Take advantage of additional sponsorship opportunities that drive brand image as well as introduce potential revenue. It’s not just free. You can actually make money with good2gether
  • Excite your target audience – particularly tech-savvy folks online – to “do good” while they recognize your sponsorship behind the cause!

 

We are working with a few brands to explore the potential impact of the good2gether platform, along with Good2gether’s Greg McHale. You can find out more from Greg at www.good2gether.com and Contact Revenue Architects to learn more.

This post is a reflection on the role of digital collaboration at the Algarve Energy Park. Revenue Architects is working with the Park to build a digital presence beginning with the recent launch of the website. The Algarve Energy Park initiative is designed to meet the needs of tomorrow’s world by addressing today’s global challenges. Its objective is to develop a model sustainable cluster community in collaboration with leading academic institutions and partners in industry, attracting leading initiatives and companies in renewable energy and preventive healthcare sectors.

Digital technology is playing a role today in the outreach and communication efforts for the park. It will also be used when the Park is fully operating and collaboration is taking place around the creation of new science. Globalization, inexpensive network connectivity, growth in social software and a new architecture of participation is driving an explosive growth in social networking and business collaboration. The Algarve Energy Park is embracing these trends and technologies to accelerate marketing outreach and drive collaborative working.

aep_www_site

Social software helps connect people across time zones and culture. Platforms like LinkedIn and Facebook are widely adopted in personal and professional networking. The assimilation of global teams within a collaborative working framework is far easier than ever before and no longer requires complex choices of often expensive and proprietary technologies and processes. Today, cloud-based applications are available on demand at little or no cost and it is easier than ever before for users from different organizations and with varied technical skills to quickly adopt these services.

At the same time, marketing leaders are transforming how they engage, educate and influence target audiences. Traditional media is declining as a model for audience outreach. Advertising is less effective as consumers gain more control of what they consume. People can now easily filter out the unwanted pushed messages and “tivo” through advertisements. Newspaper readers abandon print versions and consume content online – and by using RSS readers, they are bypassing advertisements. I am certain that the industry will arrive at a balance that helps to monetize delivering quality content, but within this environment, marketers recognize the need to engage audiences in new ways. Brands can no longer control their message through owned media and they are becoming more focused on earned media. They are moving beyond a focus on their website to a focus on their web presence.

With the advent of newer social media and web 2.0 services, exciting and informative content can be very easily shared across the social web. As my colleague Amy Hunt says, more than ever, content needs to be like “peanut butter”- sticky and spreadable! What does this mean for the Algarve Energy Park? When we consider the role of collaborative and new media technologies that support the Park, we focus on the two critical stages in the Park’s development and the corresponding roles of these new collaborative and digital technologies.

  • Digital Collaboration for Research. As the Park develops, we will need to adopt strategies to use digital networks, community tools and collaborative technology that support our global research business and academic teams.
  • Digital Collaboration for Marketing and Outreach. On an on-going basis – we need digital collaboration and outreach to foster the support, dialog and engagement required to shape the direction of the vision and engage our audience to collaborate, support and partner in the success of the vision.

Digital Collaboration for Research

At its core, AEP is about collaboration. The Park will combine leading thinking across a combination of interrelated elements – academics, economists, business strategists, energy researchers as well as architects and master planners to create a sustainable community to design and develop new technologies and set standards for clean energy, sustainable living, and personalized medicine. The community will benefit from both in-person and digitally-enabled collaboration. By extending the physical interactions digitally, we foster greater global collaboration among experts across disciplines and accelerate the velocity of knowledge and science globally. AEP can be at the forefront of the work in support of sustainable energy.

Deep web experiences offer a blend with physical experiences to create a unifying human experience. As collaborators in the park, we will be considering how these enabling technologies and web collaborative social experiences will impact successful research collaboration. We believe that many existing public platforms and social network technologies can effectively drive communications and support the research agenda. With a diverse range of collaborators working together on sustainable energy, we will need solutions that are open, readily available and easy to use and adopt. At the same time, we understand that some projects will need deeper structures and security levels to facilitate formal research and economic agendas. As technologies mature we are seeing a shift from a social focus to a blend of social and business focus. We see the greater levels of security, reliability and availability needed for mission critical program work. The challenge for AEP will be to find the right mix of openly available platforms and dedicated solutions. The right solutions will be the ones that fit with the specific needs of the collaborating teams.

Digital Collaboration for Marketing and Outreach

At our early stage of development, we are marshaling support and capturing insights from many key stakeholders that help define the AEP vision and support the program development. We are engaging a collaborative global network of leaders, influencers, stakeholders and investors. We connect across government, community, business and science leaders and we listen to these communities to incorporate insights and perspectives that shape a better outcome.

At our current stage of development, it would it be rational to launch an expensive outreach program using the traditional media for communication. Could these strategies even succeed given the global range and diversity of our audience? With such a diverse set of stakeholders, we needed to rethink how to engage our audience? How can we reach out and be open and available to a global and local audience? How can we capture input and insights to shape the strategy? What are the best ways to foster interest and commitment?

We believe the answer is to embrace a new marketing strategy. We are using new media strategies to facilitate the outreach agenda. We use the social web and effective web presence to be where our stakeholders are. While branding and design are important to reinforce our core vision, we also place emphasis on content and functionality that support our stakeholder needs. Our strategy is to build a web presence beginning with an effective website and tools for interactive communications. We are extending our web presence with new media digital outposts. With these capabilities in place, we will have the foundation to grow incrementally with a focus on content and conversation.

Below are the elements of our new marketing presence and outreach strategies:

Website: Our website is at the center of the discussions, content and information resources for the community. The www.algarveenergypark.com web site is using up to date web 2.0 features that encourage content engagement and sharing. The back end administration of the site facilitates continuous updates to valuable content. We will deliver content in the two languages that our audience is most comfortable with – English and Portuguese. A blog will help inform readers of updated insights and content from the Park. The foundation for the site is using an open source content management system and facilities to continually update of the site elements, content and promotional messages.

Digital Video: The team has already created some exciting video assets that introduce, promote and explain the park vision. We know that video is a popular and important media for education and information sharing. We are populating the site with these creative communication assets. In addition, we host these on the open web. By using tools like YouTube and Vimeo, we can expose the AEP vision to an audience that may not have otherwise found us at the park website. Presence on these open video services enhances our search visibility and helps us expand our footprint.

LinkedIn: LinkedIn is the established social media platform leader for business networking and collaboration. We do not need to build out our own community on our own website. We can engage a platform like LinkedIn that so much of our audience is accustomed and comfortable using. We can use LinkedIn to share the profile of the Park, leaders within the team and engage in discussions. We can share news from the park and bring people back to the website to learn more.

Facebook: Clearly we think of Facebook as a “social” network. We mostly use Facebook as a place to share our personal views and life activities with our trusted network of friends. We may not think of Facebook as a platform for a business outpost, but there are about 350,000 businesses using Facebook today. Facebook provides an extension of our web presence and allows us to share news with the community that is connected to us there. Big brands and sports teams gain a great followings and fans. Our presence may not attract a massive following, but we can be there – available to our constituents on another popular outpost and delivering another opportunity for them to engage with us. Also as AEP includes an innovative residential and living model, the Facebook presence may grow to be a vibrant part of our social activities for and among park residents. In keeping with our strategy, why build or promote a proprietary private community application when we can carve out an appropriate presence on a very popular and engaging platform like Facebook.

Twitter: We are also preparing to roll out a Twitter presence. Twitter will be an important way for us to stay connected with the deeper web conversations. The depth of conversations and mentions on Twitter helps us find those potential collaborators on the park’s mission and research topics. Twitter will allow us to build a following as well – our community of stakeholders will be able to follow developments from the park through Twitter updates. We can use Twitter and related platforms like co-tweet or Tweetdeck to track and engage in the conversations that are relevant to the park’s mission. The tools we will use will allow us to manage our micro blogging and status updates from one place – we can update our status on LinkedIn, Facebook and Twitter accounts all at once. Why? We want to share links to meaningful content and valued insights to our community – where they are. We want to reTweet – or resend – the interesting tweets we find to our community. As our capacity and ambition evolves, AEP can stand out as a content leader on critical sustainable energy topics, but in the nearer term, Twitter will be a great source of insight and information sharing about the topics that drive the AEP agenda.

Bringing it all together

The Algarve Energy Park is about innovation and collaboration. By being connected and available in the new social web, we are ready to begin the dialog. We are eager to hear from our audience and engage in discussions about the ideas and concepts that AEP is putting forward. We expect that collaborators will find their way to news and information across the different touchpoints and that they will visit the website. When they visit us, they will have the opportunity to learn about the park, comment on content items, subscribe to feeds, and register to receive updated news and information on a more regular basis. We will offer different mailing lists to help them stay informed on the specific topics that drive their particular interests. We will also encourage our guests to take action: Collaborate, Support, Partner!

You recognize how the explosive growth of social networking – with tools like Facebook, Twitter, LinkedIn, and YouTube – is fundamentally changing the way your clients learn, evaluate, and ultimately make their decisions. You recognize that these web 2.0 tools are an increasingly important influence in the client engagement process. Prospects seek evidence online to validate decisions and get instant feedback from others by listening and participating in online conversations.

We work with leading wealth managers and financial advisors who recognize that their clients are using social media and the web to help them evaluate an advisor. The content and professional credentials visible online are an increasingly important part of their decision process.  Successful advisors use their online presence to drive new business. They use blogs, Facebook Groups / Fan Pages, and Twitter to engage in online conversation, increasing referrals and attracting new clients.

However, new media marketing is not a panacea. Your online presence and activity won’t replace your existing relationship-building activities and the quality work you perform with clients. Your approach to new media marketing should be authentic—engaging in meaningful activities that enhance the quality of your work and personal relationships. Tackled the right way, a new media marketing approach will further accelerate your growth.

But where do you begin? Which networks should you join? How do you build an online presence? How do you avoid introducing risk with your current brand? What is involved in using social media and inbound marketing techniques day-to-day?  To help you get started, we developed the following checklist. This ten-step plan will guide you in taking positive steps forward in your new media marketing plan. With a thoughtful approach and a committed strategy, you will be rewarded with a professional online presence and accelerated growth.

10 Steps to Get Started with New Media and Social Media Marketing

  1. Define your purpose.  Determine in advance why you are engaging in new media.  Is it for educational purposes or to market your business?  If you don’t have clear intentions, how can you expect to have clear results?
  2. Find your target market. Join the social networking sites that are comprised of your target niche market.  Remember that the most popular social networking sites might not be the sites where your ideal clients visit.  Go to where your potential clients are, and don’t just spend time with your peers.
  3. Craft your message. Your audience will only hear bits of pieces of your message at a time, so it is critical that you consistently and frequently broadcast a clear message about who you serve and what you offer. Don’t make your audience guess what you do, make it clear to them.
  4. Gather and create content. Content is king in new media marketing.  Demonstrate your expertise by educating your audience through blogs, articles, videos, or podcasts.  Gather or create useful content to aid you in your new media marketing efforts.
  5. Build your web presence & social media profiles. As you build out your profiles, you will be building a web presence that will give you a footprint beyond your website. This presence will increase your exposure to potential new clients. As you decide to participate in LinkedIn, Facebook, or other networking sites, it is important that you complete your profiles.  A person is likely to only visit your profile once, so make a lasting first impression.
  6. Build your network. The more people you connect with on social networking sites, the more people will see your message.  Make a conscious effort to continually build your connections on LinkedIn, Facebook and Twitter and other networks you are targeting.
  7. Promote your profiles and cross-connect. Let people know you are on the various social networking sites by promoting links on your website and email signature.  This will help you organically grow your network. The more sites where you connect with someone, the stronger your relationship will become.  Where it makes sense, find and connect with contacts across multiple social media sites.
  8. Build an inbound strategy. Craft a strategy for your website and email/newsletter marketing programs. It is important that when potential new relationships click back to your website, they experience your brand in the right way. Ensure your website is professional and visually branded for your target audience and includes interactive web features like RSS and social bookmarking. Search engine optimization (SEO), landing page lead capture, and lead nurturing should be part of your website strategy.
  9. Communicate Persuasively. Ensure your messages are sharp and clear. Are you delivering a persuasive message? Is your logic clear and concise? Are you listening and empathetic to client needs?
  10. Actively engage. Use social networking sites and your website to promote your content to your targeted market. This helps educate your audience and keeps your name top-of-mind. Social media is the same as any networking or marketing strategy—the more consistent you are, the better the results. Actively participate in the various social networking sites on a weekly basis to achieve the greatest results.