I have been going through Google Docs and discovered an internal document I would like to share with you from back in the beginning of 2007. Taylor Donlan wrote it to explain to our new staff how best to reach out to and engage online on behalf of our clients and in general. I was inspired to share it based on this comment by Jonathan Crawford from the article What motivated you to learn about social media? Check it out and tell me what you think:

When we approach someone online, we need to approach in the same way we would in the real world. If our goal is to develop relationships, we cannot “go for the kill” instantly. Instead, we must engage in some small talk first. We must engage the blogger and his or her post first, well before any discussion of our client or their related services.

To use Chris’s metaphor, in a professional context, we want them to ask us for our business card. We want to get them so interested in whatever service or client we are touting that they are asking us for more information. This does not mean we air drop business cards everywhere or give one to every person on the street – those cards are thrown away. In the real world, it is much more effective to develop some kind of individual connection before exchanging business cards – they are much more likely to keep the cards, and remember you. In the future, they are more likely to be open to doing something for you.

For a more basic metaphor, imagine meeting someone in a bar. You don’t go right up to someone and jump into a conversation or ask them for favors. Instead you ease into conversation by engaging something that you notice about them or that stands out about your general surroundings. You need to build some rapport in terms that are common to both parties before you can get to any deeper level.

In the blog world, we are trying to do the same. When you make a comment on a post show that you have paid some attention to their post and add something meaningful - feel free to Google the subject matter and share some additional information or just share your general feelings on the subject matter. Then and only then is it acceptable to broach the subject of our client or their services.

Whenever possible, we pose our engagement campaigns in terms of offering “a gift” – usually a service or piece of information that will likely prove useful to the blogger and/or their readers at no cost. While this “free gift” approach reduces the appearance of any spam quality to our engagements, it is still necessary to ease into the gift offering. We are not in the business of spamming, and it will not be tolerated.

Another important point is that we believe in transparency. We are not interested in being deceitful. Admit proudly that you work for Abraham Harrison and whomever the client might be. Our engagement campaigns aim to offer a gift to bloggers, and there is no shame in our business.