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.

Most of think of social media through our marketing lens eyes. As we should. That’s likely its greatest use. But the reality is that social media encompasses so much. Or more importantly, it will soon touch on most internal business operations.

That’s why I wrote that latest post. We seem, in our attempts to define it, to be actually inadvertently limiting it. Much of our call-to-change, if implemented, could result in ineffective disjointed efforts that lead to disappointment and even failure.

I just read a great report from Aberdeen Research, Customer 2.0: The Business Implications of Social Media. Aberdeen determined from its research that there were three levels of adoption, Best in Class (20%) are those organizations whose practices are significantly superior to the industry standard, resulting in more successful implementation. Industry Average (50%) are exactly that. Average adaptation, average performance. Laggards (30%) suffer from poor performance because of lower than average adaptation of social media. Both Industry Average and Laggards are divided between companies that are looking to improve their standing and those that are apparently satisfied with their status quo or lack the vision to improve.

From the report I’m garnering several trends that are impacting levels of success… Read more…

This morning I read two important posts written by Greg Sterling on his blog Screenwerk. One is Nielsen - WebVisible Data on Local Search. The other is New Findings on SMBs and User Reviews. It left me more and more convinced how local businesses must view the internet as a marketing and business development source, and as a customer relations and reputation management tool.

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Check out the article in last Thursday’s Times, Dealing With the Damage From Online Critics, that addresses how to handle consumers who develop a personal vendetta against your company. Well, you could send lawyers but legal cease-and-desists generally just make the customer madder than hell and it isn’t hard to just start yet another attack site.

I hate to say it, sucking less always helps. Start with treating your customers better. Also, be sure to register lots of domain names and work on your online reputation aggressively before it becomes a problem.

Online, the best defense is a good offense and an ounce of online promotion is worth a pound of cure. Here are some great commented-by-me excerpts from the article, Dealing With the Damage From Online Critics, so you can get a gist:

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Once in a while the FT makes me so happy with an article that I need to excerpt it in full so that I can make sure that the Financial Times doesn’t do some loser thing like make an article private. You can’t stop them talking is such an article. Here’s my favorite quote — and the most true, too:

‘Not all companies will find it easy to establish a blog on their own turf, and will have to play instead in terrain they do not control. Tread carefully, says Ciaran Norris of the agency Absolutely Digital. “The key is to have absolute respect for the forum you’re in.”‘

To be honest, most companies have a problem removing their armor, opening their kimonos, becoming transparent, and being authentic. They’re understandably risk-averse — there is so much to lose.

Another of the great excerpts uses GM as an exemplar for how to counter-message:

‘Last year the New York Times columnist Thomas Friedman launched a withering attack on General Motors. GM demanded the right of response, but found itself embroiled in an e-mail dispute with the paper over the words it could use. So it gave up, and published the entire e-mail thread on its blog, FYI.’

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