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DJ Francis  //  By day: Senior Content Analyst for leading digital agency in bee-u-tiful Chicago.

By evening (and weekends): Author of OnlineMarketerBlog.com, dog dad.

Jul 29 / 7:39am

5 Reasons Napkin Labs Will Find Crowdsourcing Success For Creatives And Clients

Earlier this year, I wrote about the fundamental flaws of crowdsourcing as a business model. Since then, the backlash against a Wal-Martization of marketing (especially design) through crowdsourcing has grown to a fever pitch.

That’s why it is refreshing to find an organization bucking the negative business practices I wrote about in March.

Napkin Labs is a start-up crowdsourcing shop, but one quite unlike 99designs and even less reputable crowdsourcing agencies. I chatted with them when I was in Boulder last week and am elated at their wise, ethical approach to crowdsourcing.

Here are 5 reasons that agencies like Napkin Labs will bring better work to their clients while strengthening bonds with creatives and experts.

(This isn’t a post mindlessly lauding Napkin Labs. I have no affiliation with them. This post is simply giving a smart organization some well-deserved props and providing guidance to others in the space who don’t want to screw over their clients and the experts who develop their solutions.)

  1. Empowering Creatives: The worst part of crowdsourcing is how much they screw over the people who develop solutions for clients. Napkin Labs has set up a payment system that rewards creatives and experts based on how much their input factors into the delivered solution. If your involvement and smart ideas get incorporated a lot, you get paid more. If you contribute a few nuggets of insight, you get paid less (but you still get paid). Compare this to other crowdsourcing agencies that pay one winner (and not much, at that) while everyone else gets bupkis.
  2. Crowdsourcing as a Means, Not an End: The main point of my earlier post was that crowdsourcing is a means, not an ends. It’s a good way to get ideas, but will never replace an agency (or shouldn’t). Napkin Labs hits the sweet-spot of solving a client’s specific problem through discovery, ideation, and refinement. And unlike other crowdsourcing agencies, they focus solely on products and services. They don’t try to be everything to everyone.
  3. Speed Up Innovation: Many crowdsourcing agencies collect ideas, designs, insights, etc. Then they spend a lot of time culling down this list – an exhausting task. However, Napkin Labs has set up a forum for their hand-picked community (you have to apply to participate and approved individuals are frequently hand-picked for particular projects). In a forum setting, experts can discuss ideas with one another – thus good ideas are discussed and bad ideas are ignored organically.
  4. Perspective: Because Napkin Labs solves discreet problems and isn’t attempting to take the place of an agency, they can offer the distance or perspective that an agency sometimes can’t. It’s valuable, from their perspective, even if they discover that the client is asking the wrong question, there is an unmet need being ignored, or the community of experts finds an existing product or service that exceeds the client’s plan.
  5. Equal representation: Many agencies create working groups with similar employees (i.e. a design meeting will be populated with designers). But Napkin Labs’ forums allows for everyone to be represented at the same time. For instance, what good is the perfectly designed product if it won’t pack neatly into a delivery truck? Forums allow designers, writers, suppliers, etc to all play a part.
  6. I think Napkin Labs has a good business model and smart businesses are beginning to take note. But what do you think?

    Do you know another crowdsourcing agency who is employing these tactics or others that reward the creatives while delivering better work to the client? What else are they doing correctly?

    I’m thankful that Napkin Labs let me stop by and gave me the access they did. But this post isn’t pandering due to that appreciation – I really believe they’re fixing a lot of the inherent problems I saw in a crowdsourcing business model. And I’d love to hear your thoughts in the comments section below.

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Jul 27 / 6:51am

Content Strategists and Planners: What’s The Difference?

What’s the difference between planners and content strategists? How is content strategy a different discipline and what type of people should lead it? Why are we making a distinction between the roles now?

These are all valid questions. Neither practice is going away, so this is the time to determine the appropriate roles and responsibilities.

But I’ve sensed some agency angst since these roles share basic principles (likely more so than even CSers and copywriters). However, I only feel qualified to speak for the content strategists, so…

Planners: What do you think about my description of content strategists below? Are we encroaching on your turf? Is there room for everyone? And content strategists: how do we make the most of our relationship with planners?

Whither content strategists?

First, we must understand that the ecosystem has changed. Content proliferation has been exponential, especially in recent years. Everyone is a publisher (evidence: blogs, UGC, smart phones, etc.). And all of this content needs assessed, ranked, and compared; hence, the rise of aggregator sites, search engines, dynamically displayed content, and product reviews.

Maybe a planner used to be enough to handle the volume of content. And for a small site or organization, they still might be. But with over 15 years of content and double or triple that amount ready to be thrown onto the pile, it is time to admit that:

  1. Content is a different animal
  2. Planners have enough on their plates, and
  3. We should each be specialists in our areas.

How are content strategists different from planners?

While similar, planners and content strategists possess different skill sets. For instance, a content strategists needs to possess:

  • A history with words and writing in order to educate and thus inspire the creative process. While planners assess a brand, its competitors, or the industry, content strategists must prepare for text on the page – a different exercise completely.
  • A background in messaging. Content strategists plan for the creation of content that conveys trust, for instance, while still selling. This is only possible thanks to a planner’s insights, but is a separate skill set.
  • Subject matter expertise, be it legal, regulatory, etc. It’s more than research or the insights garnered therein – it’s tangible to creation, guiding creativity through particular hurdles, much like IAs guide designers.
  • Turning philosophy into action. While never diving into the depths of data planners reach, content strategists must be able to seize planners’ insights, but convey exactly how that translates to each page, no matter how (seemingly) insignificant.

The good news is that there is more than enough room for planners and content strategists. The challenge will be to allow each specialist to embrace their role in the planning process.

But what do you think? Is this accurate?

I’d love to hear from content strategists and planners (especially you planners). How are our roles similar and how are they different? What are the ideal skill sets and background of a digital planner?

I would love to hear your thoughts in the comments section. Thanks!

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(Photo courtesy of tanjila via Flickr)

Jun 15 / 12:41pm

25 Content Strategy Blog Posts I’d Like To Read

You read Content Strategy for the Web or maybe just some blog posts on the subject. Maybe you attended the Web Content conference last week or just think content strategy could be for you.

No matter your expertise, there’s no mistaking: we need more intelligence devoted to content strategy. Here are 25 ideas for content strategy blog posts you should think about writing. How about tackling one this week?

If you do, feel free to link back to this post so your readers can get inspired too. In that respect, props to Chris Brogan and his post, 50 Blog Posts Marketers Could Write for their Companies, for inspiring this post.

Which post are you going to write?

For the content strategy newbie:

  • How did you first hear about content strategy? What piqued your interest that first time?
  • What are the top 3 benefits of a content strategy program, in your opinion. Or what 3 ways will it change the way you work day to day?
  • How are you educating yourself about content strategy? What blogs or books are you using?
  • How does your previous (or current) job prepare you for future content strategy work?
  • Some say that content strategy practitioners are to copywriting as information architects are to design. Have you found this to be the case in your position?
  • How do you explain content strategy to your closest co-workers? What metaphor aptly describes content strategy in your office?
  • From where do you draw your daily inspiration? This could be a person, place, experience, book, or feeling.
  • What do you most enjoy about content strategy? What makes you the happiest in your job?

For the content strategy journeyman:

  • What has been your most successful content strategy effort? What one thing helped it work?
  • How do you explain what you do to your grandparents?
  • What personality traits have you found serve you well? Which ones trip you up?
  • What’s the biggest hole in your industry that content strategy can help fill? How is your industry in particular reacting to content strategy?
  • In the latest action movie you’ve seen, which character would have been most like a content strategist? Why? Is the content strategist the hero?
  • Having had some experience in the practice, what are you most looking forward to in the next year in content strategy? Where are the biggest opportunities?

  • How have you gotten involved in the content strategy community? Have you joined a Google group? Your local CS meet-up?
  • What’s been the biggest internal dispute you’ve had this year regarding content strategy? How about with your client?
  • For expert content strategists:

    • What are you doing to promote content strategy in your organization? How are you a content strategy ambassador?
    • How has your agency or business implemented content strategy in the last year? What was the impetus?
    • How did your college degree prepare you for your content strategy job, especially since it’s highly likely you did not major in content strategy? What path would you recommend to future strategists?
    • What are some new opportunities you see in the field this year? What stands out to make an impact in the next quarter?
    • Failure can often provide priceless insight. What have you learned from recent failures?
    • What’s the first thing you do in the morning to prepare for your work each day? How does it help your content strategy work?
    • What processes have you set up in your agency or business to improve your content strategy? What’s been your biggest hold-up?
    • How have you customized your offerings to match your client’s needs? Did it make the end strategy result better or worse?
    • What leadership are you showing outside of your own organization? How are you expanding your influence for the betterment of content strategy?

    Which topic will you take on? Please leave a comment on this post if you answer these, so the rest of the community can read your answer.

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    Jun 6 / 9:11pm

    Heath Brothers’ Switch Not Perfect But Definitely Worthwhile

    Chip and Dan Heath’s new book, Switch: How to Change Things when Change is Hard, is not perfect, but it will certainly be useful to marketers.

    The book focuses on ways to harness logic and emotion to guide the way to change (and the path that will help get you there). It’s a metaphor that business owners and marketing professionals will find especially useful.

    I’ve already written about this book – you can find it referenced in recent posts – but I wanted to devote the sixth episode of my Marketing Minute podcast to the book.

    Find my review directly below or on the OMB YouTube channel.

    What did you think of the book? Am I correct in my assessment? I’d love to hear your thoughts in the comments section below.

    Read up on more of my recent book reviews or buy Switch on Amazon. You can also subscribe to the podcast for updates only when I post new videos. Thanks!

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    May 13 / 7:07am

    The One Question Content Strategists Can Never Ask Too Much

    Yesterday, I was in a tough meeting. We knew there was a problem. But we couldn’t figure out the answer. (Sound familiar?)

    We talked about capabilities, functionality, and process. Nothing was clicking.

    Taking a recommendation from Switch, I asked a simple question that (for me) turned around the meeting:

    If this problem was solved right now, can you describe what it would look like?

    Immediately, the conversation changed. Once the goal was identified, all we needed to do was come up with a plan to get there. As strategists, this is our golden zone!

    It wasn’t until this morning that I realized why this was so important, especially in a creative agency.

    Scott McCloud explains the six steps in the creative process in his (awesome) book Understanding Comics. The six steps are:

    1. Idea/Purpose
    2. Form
    3. Idiom
    4. Structure
    5. Craft
    6. Surface

    For more details, just buy the book (you should – there’s a ton of great theory in there). But creation process aside, just look at those words.

    Remind you of an agency at all?

    Account folks give form to our projects. Developers build the structures that hold our creations. Designers use their craft to create beautiful surfaces. (I’m taking some liberties with McCloud’s list, but you get my drift.)

    So where do content strategists appear?

    We touch all points in the creation process, but our main impact is felt at the beginning of this process – shaping ideas from insights and determining how to satisfy users as well as the business objectives.

    We all get stuck seeing only the trees instead of the forest from time to time. But strategists are required to see above the treeline and point the way toward the goal.

    Asking someone to describe what a solution looks like in effect takes them from ground level where they worry about their position, their budget, their resources, their deadlines…and transports them to the end goal. Whew!

    Once we imagine ourselves at the goal, it’s much easier to turn around and figure out how we got there. There’s less clutter. Less in-fighting. More solutions.

    As the idea people – designers of the core content experience – it’s incumbent upon us to guide the idea-creation process. And sometimes to take that first step, we need to just imagine being at the last step and then figure out how we got there.

    What do you think?

    Have you found that asking your teammates to describe success has helped guide your strategy? What hiccups have you faced along the way?

    I’d love to hear your thoughts in the comments section below.

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    Image courtesy of Ha-Wee via Flickr

    May 10 / 6:46am

    How Bogotá Completely Changed (And Its Lessons For You) Part 2


    [Read Bogotá part one for more awesomeness about Bogotá Change and Switch.]

    The Carrot Law

    Mockus wasn’t finished. There were 70 homicides for every 100,000 people – far, far too high.

    Instead of trying to confront the whole populous with PSAs, instead of confronting the symptoms by increasing penalties for public intoxication, he simply halted the problem at its source.

    Mockus sent out the mandate: Bars must close at 1am. Fewer drunks. Less drunk. In bed earlier.

    He called it The Carrot Law – slang for someone who doesn’t smoke for drink. And it worked.

    Likewise, the Heath brothers assert the power of small changes in Switch. And that these small changes can have a huge impact.

    “It’s a theme we’ve seen again and again – big changes come from a succession of small changes. It’s OK if the first changes seem almost trivial…With each step, the Elephant [your emotional urge] feels less scared and less reluctant, because things are working.” (page 147)

    Other tactics complimented The Carrot Law. Police were reeducated in non-violent tactics – not broad “interactions” as a whole, but each small interaction with citizens.

    In addition to violence in the community, Mockus also focused on violence originating in the home. Children were encouraged to report offenders in their own families and taught to direct their anger at inanimate object.

    The belief in the administration was that violence in the home was just repeated in the streets. This was a full-scale, city-wide re-direction of aggression.

    Maybe it sounded crazy went it started. But in the 4 years under Mockus, the number of deaths was reduced by 1/3 and kept going down afterwards.

    Enrique Penalosa – A Businessman For Urban Design

    Mayors in Bogotá are restricted to one term, so after Mockus, newly party-less Enrique Penalosa became the city’s second independent mayor.

    Unlike the professorial Mockus, Penalosa was a businessman. But he’d promised to continue the work Mockus began.

    Traffic volume was still a problem and Penalosa was pressured to build expensive elevated highways. But that wouldn’t have fixed the problem – just moved the problem into the sky.

    Instead, he urged rejection of the expensive elevated highways and, instead, poured that money into both improving public transportation as well as completely altering the highways.

    When he started, public transportation fought for space amongst the cars and trucks. But in Penalosa’s plan, the car lanes became bus lanes. And the buses were refurbished into beautiful modern vehicles.

    You could still drive a car, but it’d be even more crowded than before, as you were pushed to the side lanes. And as you’re baking in your car, thinking about the gas money you’re burning, you’d look over to the bus lanes, gliding along in comfort. Pretty persuasive, don’t you think?

    Penalosa wasn’t cracking down or forbidding anything. Instead, he smoothed the path he wanted people to go on.

    People aren’t bad; they just usually take the easier route. In this case, quite literally, the easiest route was by bus.

    The Heaths cite another executive changing different behavior through similar means.

    “‘We’re taught to focus on incentives by our business background,’ say Bregman [a successful change agent]. ‘Or even our parents: “Do this or you won’t get your allowance!”‘ But executives – and parents – often have more tools than they think they have. If you change the path, you’ll change the behavior.” (page 185)

    In just 36 months, the Penalosa administration went from idea to the first fleet on the road. The result: less traffic, less pollution, and less class conflict (between those with cars and those without).

    Now, 1.6M Bogotáns travel by public transport every day and another 400,000 use their bikes. Overall, traffic has decreased by 22%.

    Can’t Argue With Results

    Mockus, the professor. Penalosa, the businessman. Two very different men working toward their goals through very unusual means.

    But you can’t argue with the results. These days, 98.5% of kids in Bogotá go to school. Since 1994, homocide dropped 70%.

    The tactics outlined in Bogotá Change and Switch work. And they can create change in your life too.

    The most important lesson in my mind is that these were men who believed that change was possible – they believed it fundamentally, deep into their bones.

    The Heaths call it a “growth mindset.” (page 164) No matter the name – and no matter how cheesy it sounds sometimes – the first step in creating change is believing it’s possible.

    How are you going to create change? Which of these lessons resonate with you?

    I’d love to hear your thoughts in the comments section. Thanks for reading!

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    Image courtesy of lornapips via Flickr

    May 3 / 3:06pm

    How Bogotá Completely Changed (And Its Lessons For You) Part 1

    How Bogotá Completely Changed (And Its Lessons For You) Part 1

    Posted: 03 May 2010 04:30 AM PDT

    A city in ruins. Rampant corruption. All systems – political, social, judicial – broken.

    But, as it turns out, not beyond repair.

    You simply must watch the documentary Bogotá Change. It tells the story of how one of the most crime-ridden, downtrodden, disbelieving cities made a transformation – in less than a decade! – to a city on the rise. (For a limited time, this movie is free on Comcast – On Demand > TV Entertainment > Sundance Channel. Watch it.)

    Many of the ideas that started working for Bogotá in 1994 are the same as those outlined in the recent book, Switch: How to Change Things When Change Is Hard by Chip and Dan Heath.

    At their core, both the book and the movie describe how amazing leaders created real change. But each also contains lessons for ways in which you can create change within your own life as well.

    The rest of this post will list some of these ideas. But a simple blog post isn’t enough. Read the book. Watch the movie.

    And then, shake things up for yourself.

    “Crazy” Antanas Mockus, His Superhero Suit, And Simple Problems

    Antanas Mockus – Bogotá’s first-ever independent mayor – was…not a typical politician. He was thrust into the spotlight when he mooned his university, for instance (with a slight nod to goatse, if you watch carefully). He also fought back physically against protesters at a debate – literally swinging punches. This guy was friggin’ nuts.

    But he was right about a lot as well. He put the philosophy of his academic life into action. He said, flat out, that he wanted to change people’s morality. While he might misbehave, he was unshakably moral, striving for honesty in every action. Through this morality, he was able to change his country’s behavior.

    “I think that he was very clear that through education…that if he educated people, if people were behaving in a different way, then the city would transform itself.” -Guillermo Penalosa, Director of Parks & Recreation

    How did Mockus change behavior? For one, he dressed up in a superhero suit before publicly picking up garbage and painting over graffiti.

    Much like Malcolm Gladwell explained in The Tipping Point in reference to graffiti elimination and fare-jumping stoppage in the New York City train system, Mockus fixed these small, but very public, elements.

    As the Heath brothers explain, leaders create big change “by formulating solutions that were strikingly smaller than the problems they were intended to solve.” (page 71) Change agents send the message that these small (bad) behaviors are simply not accepted here, which leads logically to other, bigger, behavioral changes.

    And when these small behaviors were improved, people feel better about themselves not just as individuals, but as a collective people. Mockus frequently mentions how “we” behave.

    The Heath’s concur. “[The science] shows us that people are receptive to developing new identities, that identities ‘grow’ from small beginnings.” (page 161) Mockus knew this. Create small change and link it to people’s identity of themselves.

    Soon, it became known that Bogotáns didn’t disrespect their city by leaving their trash around or writing graffiti on the walls. And that meant the public space was to be cared for. That’s how big change started to happen.

    Traffic, A Thumbs-Down Sign, And Mimes

    Mockus wasn’t finished. Traffic in Bogota was another problem.

    Citizens ignored traffic laws. Chaos ruled the roads. And the traffic cops were even more morally corrupt than average.

    Mockus started small. He gave drivers a white “thumbs-up” sign and a red “thumbs-down” sign. How could this solve the traffic problem?

    Drivers complimented other drivers by flashing a thumbs-up when that driver obeyed the law. When a driver didn’t follow the rules, they saw a lot of red thumbs pointing down.

    It’s not that people didn’t know the rules. It’s just that there was no societal pressure to obey them. Bogotans were taking the easiest path (literally).

    Mockus didn’t stop there. He employed traffic mimes. (Yes, you read that correctly: traffic mimes.)

    These mimes scripted proper behavior. They stood in front of trucks attempting to cut in line. They walked elderly citizens across the street, in front of cars that could have plowed through the pedestrians.

    Scripting behavior works and the Heaths know it:

    “Ambiguity is the enemy. Any successful change requires a translation of ambiguous goals into concrete behaviors. In short, to make a switch, you need to script the critical moves.” (page 53-54)

    I think it goes even further. Mimes are like children. They’re non-confrontational; they can script behavior without raising ire. I think that’s a huge component in their successful campaign.

    This exercise showed that even the least infraction of the law would no longer be tolerated. It is thought that the mimes had an effect on the level of violence decreasing in the country at around this time.

    Not Done Yet

    I hope you’ve enjoyed part one of this study of Bogotá and Switch. Tomorrow, I’ll provide a few more examples and reveal numbers describing the effect of these campaigns.

    Please tune in later this week to read part two. Subscribing is a great way to ensure you won’t miss it!

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    (Image of Roland Barthes courtesy of holia – taking a break via Flickr.

    Apr 29 / 11:49am

    Why Content Strategy? And Why Now?


    Why Content Strategy? And Why Now?

    Posted: 29 Apr 2010 09:00 AM PDT

    Inspiration often comes from strange places.

    Understanding Comics: The Invisible Art, author Scott McCloud examines how we receive different types of information and that process relates directly to design, information architecture, copywriting and content strategy.

    Image compliments of Scott McCloud.

    “Pictures are received information. We need no formal education to ‘get the message.’ The message is instantaneous.

    Writing is perceived information. It takes time and specialized knowledge to decode the abstract symbols of language.” (page 49)

    Anyone who’s ever sat through a client review will understand this. It’s not that images or art are less important; in fact, it’s the art that usually solicits “ohhs” and “ahhs” from the clients, right?

    McCloud is speaking more about our intrinsic speed of understanding. We get a feeling from a picture right away.

    But we need to process words – to piece together abstract ideas. With words, it’s incumbent that we create the images ourselves, in our own consciousness; we ponder meaning, ideas and symbols. Anyone who has read Roland Barthes’ Mythologies knows that this process ain’t easy.

    What’s This Got To Do With Agency Life?

    Comics and literary theory? Why should marketers care?

    In the same way that images are understood before words in the human brain, so too has the planning and creative process developed in marketing agencies. The halcyon days of 1997 were critical for information architecture. IAs became a staple of the creative agency, a bridge between the client’s objectives and the designer’s creative vision.

    The same thing didn’t happen for words. It was easy to understand why you’d want to plot out images. But it took another decade for us to plot out what was written on the page and why. (True, maybe astute IAs and copywriters filled this role until content strategy bloomed in recent years.)

    So what’s changed? Well, SEO (based on keyWORDS) has blossomed into the main way we find content online. Search engines are ever more refining the way they surface the most relevant content. Our tastes have matured: the internet is no longer the shiny new object – it helps us complete tasks in everyday life. We now use many, many channels to access information and communicate with brands. Findable, useful, contextual, and consistent across channels…online content is more important to our lives than ever before!

    It then makes sense that content strategy – a plan for the creation, delivery, and governance of useful, usable, relevant content – would guide many important choices we make as digital marketers.

    What Good Is Content Strategy If People Don’t Read?

    I can already hear the Nielsen-ites protesting that readers don’t actually read online. So why should anyone care about content strategy?

    This assumes that all content is created equal which we know just isn’t the case. Personally, I skim news articles, sure. But if I’m making a purchase, you can be damned sure I’m going to read everything, including the fine print. The quality and importance of the content is in direct relation to how much time we spend absorbing it.

    As more and more transactions occur online, it makes sense that content becomes more and more important. After all, we’re not marketing random blog posts; we’re marketing watches and cars and insurance – things people want to read about.

    And even Nielsen admits that more content is needed if you’re trying to solve a user’s problem.

    “If you want people who really need a solution, focus on comprehensive coverage…But the very best content strategy is one that mirrors the users’ mixed diet. [his emphasis]“

    Your potential customers will engage with you, if you provide something useful and usable. It’s a shame that is still so rare.

    What Took So Long?

    Words aren’t easy. It takes a long time to create them and often even longer to process their meaning. Content is both a science and an art.

    But it’s not going away. Your customers want information…they’re dying for it. But not marketing messages you want to push on them.

    Consider your audience. Serve up the content they need. Help them complete a task. Your customers will entrust their time to you if you provide quality content to help them do what they want.

    Remind me again why it took so long for content strategy to mature?

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    Apr 26 / 7:43am

    Your Marketing Will Suck Without Theory


    Your Marketing Will Suck Without Theory

    Posted: 26 Apr 2010 04:56 AM PDT

    I played the piano for 8 years when I was a kid. I could sight-read Bach, Mozart…anyone, really. But I was never as good a musician as my friends who understood musical theory. The theory just never interested me. So I couldn’t take piano playing any further than I did.

    In college, however, I was obsessed with literary theory. Barthes, de Saussure, Derrida, even Foucault – these were my supermen. Understanding the mythologies and iconic systems we use to explain our world to others was fascinating. I hope to spend my retirement exploring these ideas.

    Some readers may remember I love comics and graphic novels. I recently picked up Scott McCloud’s Understanding Comics: The Invisible Art. He begins the book with a broad explanation of comic theory (yes, there is such a thing and it’s really interesting). Citing everything from Egyptian hieroglyphics to the Bayeux Tapestry to Rene Magritte’s famous pipes, he begins with theory of – our philosophy of – sequential art.

    But today, I’m a marketer. And it’s likely that you are as well. How should we interact with theory?

    Theory Takes Work

    If abstract elements like music, literature, and comics have theory, surely we can agree that theory will be useful for our marketing.

    And let’s face it – your marketing will suck without theory.

    If your designers create something beautiful without knowing how it will sell the product: Fail. If your copywriters dream of being Hemingway rather than John Caples: Fail. If you can’t communicate a product’s benefits to the consumer: Epic fail.

    You must know your craft. We ought to say we “practice” marketing the way lawyers “practice” law. Every day is an opportunity to learn more. David Ogilvy understood this:

    We prefer the discipline of knowledge to the anarchy of ignorance. We pursue knowledge the way a pig pursues truffles. A blind pig can sometimes find truffles, but it helps to know that they grow in oak forests. (page 20, Confessions of an Advertising Man)

    In other words, you might hit on a “Got Milk?” every once in awhile, but that’s no way to run a business.

    Study, Study, Study

    How much do you study your craft? I’m not talking about skimming through Ad Week while you’re on the toilet. I’m talking about really learning it, practicing it, and molding yourself into the best there is.

    Ogilvy wasn’t charmed by our reliance on art or a flowery sentence. Later in the same book, he stated: “This willful refusal to learn the rudiments of the craft is all too common. I cannot think of any other profession which gets by on such a small corpus of knowledge. (my emphasis)”

    Read as much as you can. I’m nowhere near the best at what I do, but I’m trying. I recommend learning from these sources.

    But look outside the fishbowl as well. Learning the ways in which our brains operate can make you more persuasive. Learning how and why people make decisions can help you inspire their future choices. Look for inspiration in weird and wonderful places.

    What About You?

    How are you using theory to improve your marketing? Do you think about the philosophical ramifications of why you do what you do?

    I firmly believe that history bears proof that tough practice trumps a fuzzy type of innate “genius” any day of the week. So how are you going to out-work your competitors this week? How will theory make the difference between an impression and a sale? I’d love to hear your thoughts.

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    Apr 19 / 7:10am

    Pour Up Some Advocacy – How Whiskey Companies Are Going Beyond Loyalty

    Pour Up Some Advocacy – How Whiskey Companies Are Going Beyond Loyalty


    I’m more of a walking man than a wax man. How about you?

    I was traveling last week (hence the dearth of posts) and had the chance to read a good article in OMMA: Bottom’s Up. The article discusses the Maker’s Mark ambassador program.

    A particular paragraph stood out to me as exemplifying a key differentiator of this program:

    “This self-selections process [for brand advocates] seems to have built an influential base, whose value isn’t based on how much bourbon they buy, but how they identify with the company [my emphasis].”

    At first I thought – is that really that big of a change?

    We all have relatives who cling fiercely to their own proclivities. We know Aunt Sarah only puts Bombay Sapphire in her martinis. But Aunt Sarah was never much of a brand ambassador. Knowledge of her preference rarely goes beyond the family dinner table (and rarer still beyond her death-clutch of the martini glass).

    Aunt Sarah isn’t much of a brand ambassador. But the Maker’s Mark program goes beyond loyalty – it’s about advocacy. They not only want consumers to buy Maker’s Mark – the company is giving ambassadors a reason to tell their friends to buy it as well.

    Great, But Not For Me

    While the article stirred up admiration for a great program, I was also surprised that it roused some personal brand loyalty and advocacy as well.

    You see, for years now, I’ve been a member of Johnnie Walker’s Striding Man Society. I don’t know why or how I started, but I’ve been receiving their emails for several years.

    The really odd thing is that I don’t drink Johnnie Walker all that much. I make Jack Daniel’s-esque paychecks, after all. (However, JW samples will be accepted by mail or in person. Just sayin’.)

    But I’ve become adhered to the brand and I have some ideas why. Here’s what the Striding Man Society does right:

    • Exclusivity: Anyone can sign up to join, but the emails always feel kind of exclusive. Design heavy in black, white, and gold give off a luxurious feel and events are often limited to only Striding Man Society members.
    • Active: Speaking of events, there are enough to feel special, but not too many to where you feel like it’s another cattle-call (I’d guess maybe 2 per year in major cities). I’ve been to a couple events and they are a blast. Educational, slick, professional, and usually free. No complaints about any of that.
    • Aspirational: Sure the website and emails celebrate each label, but they’ve done a good job of positioning the Blue Label as the all-star. I can’t afford it now, but you can be damned sure that my father-in-law will some day receive an engraved bottle for Christmas. And that act will make me feel like a true success. That’s good marketing.
    • Classy Benefits: Check out the CTAs in the buttons on their “Labels” page. Even the more plebeian Red Label has a clearly defined benefit (versatility), while other labels highlight complexity, intensity, luxury, rarity and balance. It’s subtle, but ubiquitous: each label gives the buyer a reason for purchase, something to justify the cost.

    Loyalty Is Just Step One

    Brand loyalty is often a lifetime association. So, done correctly, it can easily mean millions for the company that does it right. (After all, how much has Aunt Sarah spent on Bombay gin, right? ‘Nuff said.)

    The Striding Man Society isn’t perfect (please don’t rely on visuals in email – with images disabled, your emails are useless), but it has fostered some type of adherence, even in this brand propagandist.

    More than loyalty, though, it and Maker’s Mark are really shooting for brand advocacy. Loyalty is just about your personal brand choices; advocacy indicates loyalty pushed to others in your personal circle. This is truly powerful stuff (and totally apropos in a social media world).

    I tell my friends about JW articles in the email newsletters. I bring them with me to JW events. I forward on opportunities for customized labels. In other words, I take this out of just loyalty (my personal buying habits) and into the social space of advocacy (influencing others).

    In a way, Johnnie Walker is like my Chicago Cubs. While I can’t always afford to get inside the friendly confines of Wrigley Field (or that smooth, squared bottle), I still cheer just as loud. Here’s to more strides in brand advocacy and more success all around.

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