Once you’ve identified any disconnects in your messaging (see “Do you have the stomach for a marketing audit?”) and any missing tools in your marketing toolbox (see “Are you missing key marketing pieces?”), it’s time to develop a communications strategy. We need guideposts to ensure that our messaging stays on track and is exposed to the right audiences in order to help meet your business objectives.

To do that we go back to a questioning strategy. One simple and fun technique that we’ve used successfully is to ask “If your business were an animal, what kind of animal would it be and why?” Sit with that for a minute. You may instantly see a fox running nimbly over a forest floor, smart and quick. You may see a seal gracefully thriving in waters too cold for other species. The idea of the fox or the seal may better help you visual your company’s brand and help you assess whether that brand is manifesting in your communications. Don’t limit yourself to animals – use whatever works for you. Whatever you do, can you liken it to something even more familiar? Think about how that metaphor speaks to your customer’s needs. Keep bringing it back to your client. Again, keep your ideal customer in mind. How does this speak to them?

For a smaller business, you’re probably not going to invest in a national television ad campaign; you’re going to TARGET your efforts to more likely potential customers. Do you have the tools to do that?

Those tools may fall into three major categories:

This first category: these are the kinds of tools that lay the foundation or help you create a presence for your firm that appeals to your target audiences:

• A revealing logo
• A tagline
• A CRM to track your customer and potential customer contact and contact information
• A website

The second category: these are the kinds of tools that help you reach out to your target audiences:

• Advertising
• Email marketing
• Direct mail
• Press releases

The third category: these are the tools that help you build stronger relationships with clients:

• Trade show or conference participation
• Blog contribution or white papers
• Capabilities materials, like PowerPoint presentations, a quick snapshot of your capabilities, a brochure – all the things that you might send to prospects to help them better understand how you make their lives easier

Do you see any obvious holes in your marketing toolbox? Missing any tools? If you want to reach members of a particular trade organization, have you joined the association? attended functions? sponsored events? taken advantage of member outreach? What tools do you need to support those efforts? You’ll need tools from each category. Once you’ve identified any disconnects in your messaging (see “Do you have the stomach for a marketing audit?”) and any missing tools in your marketing toolbox, it’s time to develop a communications strategy. A communications strategy serves as a guidepost to ensure that your messaging stays on track and is exposed to the right audiences in order to help meet your business objectives. Learn more about a simple and fun technique to get started. (See “What am I?”)

How do you know where you are and if what you’re doing is in alignment with what you’re trying to achieve? We recommend an audit – not a financial audit – but an audit of your current practices. And I know that some people think that they don’t have marketing practices to audit, but they do. (See “I don’t do marketing”.)

When we’re called into a prospective new client, we typically walk into a scenario in which the firm owner or company leadership see the need for better marketing and don’t know where to start – or restart – or don’t have the internal resources to sustain the effort necessary to create forward momentum. They may even have exhausted their internal team already and cracks in performance are beginning to show, either because the internal resource is crying uncle or opportunities are being missed.

A scenario we encounter less often: the company owner believes that better marketing will help her grow her business, and she’s been marketing the firm herself. She doesn’t want to invest more money in marketing, or any money in marketing, but she believes she’s willing to invest her own time in the process.

And, still, another scenario is that the company leadership does not believe that they need to improve their marketing efforts, but internal forces (sales people, business development folks) are demanding some kind of action or support.

In all of these situations, we ask the same questions in order to quickly audit the company’s marketing status. We ask questions that inform our internal judge and assessor. But first we ask them to show us or tell us what they’re currently doing to market the firm. Let’s list what we’re talking about so you know what to put out on the table in front of you.

• Your company name
• Your logo
• Your tagline, if you have one, or often-used “brand” language
• Website
• Social media accounts
• Advertisements
• Email marketing
• Letters and communication to clients and colleagues
• White papers or blog posts
• Etc.

All of this should be collected and put out in front of you in some way.

Now, we ask:

What do you do? What markets do you serve? Who is your ideal client or customer? Describe her workstyle, education, type of business or industry, etc.

Why does that client prefer to work with you? What makes your relationship work? As we ask these foundation business questions, we look and read the current marketing materials against the answers. Do the answers to your questions appear in your marketing materials?

Ask further: What feedback have these materials garnered? Do prospective customers respond to any of your marketing tools? How? How are you measuring the success of your marketing materials?

Right away you may be able to see where there’s accord and traction, and see where there’s a disconnect. That should begin to give you insight into your next steps.

This is something that any business can do for itself, whether you’re a solopreneur or run a fully staffed team: audit your marketing. Do this audit and be honest with yourself.

Do you market? Some business owners see marketing as something to be sidestepped as bourgeois or unflattering: “I don’t want to give the appearance of looking for customers.” Even as they protest, they make clear what amounts to a marketing strategy. How do we come to that conclusion? Marketing is a broad term describing our efforts to make our prospective customers aware of our services or products, and help convince them that we are an unparalleled choice for those services or products. It’s not a prescription for strategy or tactics, which are very specific to each business. For those who want to refrain from the optics associated with crass commercialism, as in our opening example, they may choose to focus on community projects, conferences, open houses, awards, and scholarships, rather than broadcast and billboard advertising. Anything that you use to develop business or sell your wares can be called marketing. Given that description, is it easier to answer the question, do you market? No? Perhaps you get all your business from word of mouth and have a constant stream of assignments and purchase orders from one mega-customer, certainly you aren’t marketing, are you? The truth is, if you’re in business, you’re marketing. The moment you have an interaction with a customer, you’re marketing with the very tenor and quality of your communication. The way you greet each other is marketing. Your business name is marketing. It’s all part of your brand, which is the bedrock foundation of marketing. Knowing that it’s all marketing will empower you to ensure that your marketing (perhaps previously unintentional) is in alignment with your business objectives.

No surprise – communication is key.

We’ve learned and relearned a couple of things. Honest, direct and informed feedback makes for a smoother, more efficient process. A smoother process often breeds mutual respect. And, with mutual respect, all partnerships can succeed.

Here are two-and-a-half tips to help build trust, foster innovation and achieve more in any successful partnership between you and your creative team, whether they’re in-house, an outside agency, or freelance contractors.

Define.

A professional creative team will guide you through the strategy-building process, but whether you’ve hired an agency, a freelance or an independent contractor, you may want to provide your own creative brief as well. A good creative brief or communications strategy will inform and direct the work at hand. It will answer questions about the project, its audiences, its purpose, its timing and its distribution or end use. Be clear and concise with your direction. Don’t just define the project – website content, print advertising, sales education iBook, inbound marketing; be clear about what you’d like the project to do for your company. Feel free to share the successes and shortcomings of previous projects and campaigns.

Trust.

Once you’ve clearly defined your objectives, explained your company’s vision and mission, and provided information about the intended audience’s culture, let your team employ its skills and talent to create on your behalf. When each conceptual draft meets the communications strategy, or answers the creative brief, you’ll know that you’re working with folks who get it; you’ll feel more confident trusting their professional expertise. And, when their insights and ideas gain your respect, you’ll have earned their tireless involvement and steadfast commitment.

Repeat.

Clearly, communication fosters confidence. When we gather good information, ask relevant questions, define where we’re going – together – and then deliver ideas, content and designs that reflect that conversation, we’ve created one of the keystones to a provable, successful partnership. We’ve heard each other, seen evidence of understanding, and trust that it can and will happen again.

Now, that bears repeating.

To help you communicate the details of your next project, contact us by email for a communications strategy worksheet.

“Nothing can be done without hope and confidence.” Helen Keller

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