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.

Leo Bottary, SVP at Mullen, asked a pretty great question over on LinkedIn, What motivated you to learn about social media?  I took a stab at answering in my own way:

I came to social media PR the other way around. I have been online since the world of the bulletin board systems (BBS) and the Well, later in the 90s. I have been a deep member of social networks forever. Anyway, in 2003 I became a social media marketer at New Media Strategies and then moved onto Edelman.

Now, I am a social media native-speaker learning more and more PR and marketing practices.

So, I guess my question is, what motivated you to wait so long? Social media and online social networks have been alive and well since at least the early 80s in the form of message boards, forums, USENET, MUDs, MOOs, and IRC.

My fear is is that there will be loads of PR practitioners who will only invest in social media and online community because they have to and not because they’re passionate about it. I think this will all change when people stop making as much of a big deal about online social media and just take the mad communications and relationship skills and passions and just map them onto another forum: the Internet.

Why can’t PR practitioners do this? Short answer: “we” don’t consider all of those voices and all of those people and all of that text to be connected to real, powerful, and passionate people.

Leo, thanks so much for asking this question. I don’t know if I answered but I am happy to have thought through it.

So, what motivated you to learn about social media? Also, what motivated you to go into marketing or PR, if that’s what you do with yourself these days?

Read more…

With all the discussion on what social media is, what it’s future will be like, who will control it, I often feel we fail to see the forest for the trees.

I see it as too diverse of a phenomenon to pin down with one easy definition. Its applications go far beyond the neat capsules that can be used to pick a particular department or function that should “own” it. Social media is creating, empowering, and accompanying a paradigm shift in the way we use all media.

Are we fully there yet? Of course not. These are only the early stages, part of an evolutionary process that often comes step by step. But those steps are happening and happening and soon we’ll look back and be amazed how far we’ve traveled. Then before we know it again, we’ll be stepping again and look back again and we’ll be amazed how much we’ve come from that first time we looked back.

Yes, organizations are going to have to harness social media in ways that they can benefit from, to reach ROI. This means trying to create some sort of structure for it without “siloizing” it. Very difficult indeed.

I’ve tried to lay out what I see social media as. Not from a specific definitional standpoint, but from a several miles up point of view.

Interested in your feedback… Read more…

I’m in the process of pitching a potential client. From what I see, if this works out, it will be an excellent opportunity. They’re a marketing service provider that offers the traditional services to their client base. The methods they use are still very much needed, they aren’t out of date, and they won’t be out of date any time soon. But in this era of digital marketing, those methodologies clearly aren’t enough. Not when the users of their clients products are more likely to look online for those very products.

That being said, there were several aspects of conversations I’ve had with potential clients that have showed me why online marketing has yet to receive the respect that it deserves. Budget allotments, questions about handling things internally, executive level buy-in, a determined need to find specific, immediate ROI.   While I realize that the whole concept of online is still emerging, I nevertheless find this somewhat amazing. Most people today have integrated the internet into their lives, and have done so for many years. In fact, most of us use it for communication, or entertainment for research. But, still, there’s that initial resistance in many people in business.  It’s not only a reluctance to not only endeavor into this no longer new arena, but to also to take the very steps to learn about it.

So I’ve put together a few reasons why I think this is the case. Each may serve as an “objection” that will need to be overcome. Whether on a one-to-one level upon pitching a potential client. Or on an industry-wide basis.

Lack of Vision

When companies can’t see beyond their basic core services, when they don’t understand - or worse, when they don’t take the time to understand industry trends, they show an alarming lack of vision. And it’s a lack of vision that could kill their business. It goes back to that “where should we be in five years?” question. They don’t understand that they have to answer it constantly.

I’ve seen decision makers in some fields effectively make choices to not learn anything new. And it’s not just because they lack an understanding that they need to change, but they never display the curiosity to learn. The very curiosity that acts as the impetus in creating a vision that will create change.

I’ve noticed this in the political arena. In between elections, I’d be attending conferences that would discuss the use of the internet in political campaigns. They’d be attended by mostly relatively young people, all of whom were politically sharp and internet savvy. Come election time, they wouldn’t get a seat at the table.  The more seasoned members would praise them as being “upcomers” and they’d describe themselves to being “out of the loop” when it comes to “all this technology stuff”, but they’d always make sure that these young people they’re supposedly impressed with be kept in the back room with a microscopic budget and no say in any formulation of strategy.

The Disconnect 

The mentality seems to be, at best, that the upcoming changes (if they’re aware of them) don’t apply to them. Somehow they feel as if they’re separate from the rest of the business world.

The mentality is “Sure I do the majority of my business correspondence via email, and I just bought a book on Amazon for my brother-in-law, and my co-worker’s now engaged to a guy she met on Match.com, and I’m planning a vacation by looking at Hotels.com, and I have to check my bank account status today online, and I’m gonna read that story in the Post that my friend forwarded to me, and I should donate online today to Obama/McCain, and ooh, here’s an Evite to go to thank event by the river, and I’ve got to update and add some photos to my Facebook page, and I should read that restaurant review online, and I’ll just go to the client website to get information, and that was an inspirations quote I was emailed today, and then there was that hilarious video on YouTube, and here at work, I need to place an order through that online catalog, and I want to check out the site for that vet that I need to take Scruffy to, and I should order a film from Netflix.”

Then they think, “But I don’t see how the internet affects my business.  It’s not tangible to what I do.”
Lack of Priority

If one thinks in terms of traditional methods, then one is going to make traditional decisions.  If online is the constant afterthought, the add-on at the end, the low priority, then it’s never going to move up.  Again, if decision makers don’t take a step back to learn and see the entire picture, then it will never happen.  Or when it finally does happen, we get…

We Can Do It Ourselves

There’s a trend in business to day to bring in every aspect of markeing communications in house. That’s quite common here in the DC area with all of the associations and tech companies. Many of these organizations turn to the “folks in IT” to create the new site that to replace the old one sorely needs an update. This is the extension of the trend of having one’s nephew create something on his spare time and then put it up on the web. The result is often marginal improvements that add nothing to the brand or user experience. And by not examining beyond the confines of the offiice walls, they never see “what’s out there”.

An extra degree of separation

I don’t know if that’s the right term for all of what I’ll explain, but I see a lot of the traditional ad agencies and PR firms - the ones that are the first ones many potential clients go to - know so little about the fundamentals of online marketing - let alone the specialty of social media - that they muck up many marketing efforts.  Flash on homepages of websites, making them slow to download and invisible to search engines.  Things like that.  Blogs that post puff pieces and reworked press releases.

The problem is that those ad agencies and PR firms have the ear of the client, first and foremost. The marketing company hasn’t taken the time to learn new strategies, technologies, and methodologie while the client doesn’t know enough about to tell the difference.  The marketing company blocks new concepts from being brought up out of their own ignorance and territorialism.  The client says, fine, you guys are the experts.

The online folks are often then one degree of separation beyond this.  All too often the ear we have is that of the marketing company who may see us as a threat.

Soon, I’ll talk about what many in the online arena do wrong.

Guess, I’m just frustrated.  In a bad mood.

I just read another interesting post by Jeremiah Owyang, Forrester Report: Best and Worst of Social Network Marketing, 2008. I see this as an affirmation of previous posts of mine, The Fallacy of Community and Where the Hell is Matt (2008) Probably Won’t Proceed, along with Chris Abraham’s Community Leaders Make Communities. There’s caveats, of course.

The report seems to look how effective a social network marketing campaign was in terms of creating actual social networking (and what some would call community development) as opposed to how effective these campaigns were on actual sales or perhaps on longterm brand enhancement. That’s key, because we’re talking methodologies here, not results. So we’re looking at the opinions of influential industry analysts vs. the strategies developed by marketing professional who may or may not know what they’re doing when it comes to social networking marketing.

Turns out the industry analysts aren’t all that impressed with the work of the marketers.

Says Jeremiah, “many brands are wasting their time, money, and resources to reach communities in social networks without first understanding that the use case is very different than a microsite campaign.”

So let’s clarify that. What Jeremiah is saying is that too many marketers are, in their attempts to implement a community style marketing campaign, faltering because they are too focused in bringing the visitor (and potential community member) to the product website as opposed to actually fostering community development. Hence, a community never really develops in this community development effort. It’s not a criticism of interactive marketing…it’s a observation that marketers are too interactive marketing focused in their community marketing efforts.

In other works, if it ain’t a community, it ain’t community marketing.

But let’s first take a look at the report… Read more…