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Managing client expectations throughout an outsourced social media marketing program

By Alexandra Reid

Client expectations Managing client expectations throughout an outsourced social media marketing programDemonstrating a marketing program’s success is key to maintaining a happy client. Do good work and prove how it contributed to the client’s goals – seems like a simple enough equation. But managing client expectations throughout a social media marketing program can be tricky. This is because these programs typically require a huge amount of small work spread out over a long period of time and over a large number of channels. It can be tough to maintain the faith at the outset of a program while communities are still being developed. Without a strategy and regular communication, it will be challenging to convince your client to see past the masses of tweets and status updates and understand that all of your wee daily efforts add up and support larger goals that will provide a return on investment.

As an outsourced community manager, it’s imperative that I maintain regular communication with my clients and demonstrate that I am using their dollars wisely. While my clients can see all my activity online, it’s my responsibility to articulate how each of these activities are contributing to their goals and show that the program is on track for success. I really have two management responsibilities – managing my client’s online presence as well as their expectations.

Here are some tips that I employ to maintain good client relations throughout a social media marketing program:

Make sure the strategy is sound and detailed at the outset

As mentioned, you can’t prove return on investment if you don’t have a clear understanding of what it is your client is investing in. Social media provides lots of opportunities for businesses, including the ability to increase influence, provide customer service, foster customer loyalty, boost awareness about a product or service, bridge relationships with industry influencers and form partnerships, garner media attention and attract leads. What does your client want to do, how much are they willing to invest in pursuing these initiatives, what exactly will you do to carry out their requirements, and what can they expect as a result of their investment? The more precisely you can identify your activities and establish a time frame with specific objectives, the better you will be able to manage your client’s expectations.

Your client has every right to know exactly where their dollars are being spent every step of the way; to maintain good faith you need to articulate how those dollars are being invested. Your strategy should therefore mark clear checkpoints that indicate where the program should be at established time periods to assure them that your strategy is on course.

You can make predictions by examining your client’s online marketplace. How successful are their competitors? How engaged is the community that is interested in their space? What are analysts saying about their industry? Is the media particularly interested in that space right now? Does your client have a powerful story that will attract interest? Social media should be regarded as an element of a full marketing program. Whether the marketing team is in house or outsourced, you should be able to collaborate with those people to determine realistic social media marketing targets.

Track your progress and communicate that progress regularly

Carrying out a successful social media marketing program requires frequent communication. In my opinion, social media managers should be regarded as communications liaisons, connecting company representatives with their interest groups online. Communication runs between the account owners and their managers and between managers and their communities. It doesn’t matter whether social media marketing activities are carried out in house or if they are outsourced, communication is imperative to success.

For social media managers, the success that comes from maintaining good communications in both directions is twofold.  First, when communications is smooth between account owners and managers, social media communities thrive because they have the benefit of receiving the most current information and having direct access to company representatives.  Second, the social media success you see as a result of proper management will put you in higher standing with those people who pay for your work.

Have a conversation with your client about how often they want to be updated on your activities and successes. I provide my clients with metrics every week or every month depending on how closely they want to monitor my progress (see social media measurement for more details on what I include in my reports).

When you send them your report, be sure to explain what has been accomplished. Was there a surge in followers and likes as a result of a particular initiative? Did your client receive a record number of mentions? What drove that level of engagement? If something didn’t work, tell your client about that too, but be sure to communicate what you learned as a result. They will be far more understanding if you maintain open and honest communications throughout the extent of the program. Bad things happen and sometimes these things are out of your control. Being able to identify what went wrong gives confidence to your client that you are effectively steering the program’s course.

Encourage the client’s participation

I’ve found that allowing clients to participate in social media activities gives them a better understanding of what’s required to build and maintain social media communities as well as the results that can come from certain activities. Familiarizing your clients with the social media space helps them to understand your job and all that is required to grow a presence online. Understanding the full scope of work as well as the individual activities that go into running a successful social media program helps to ground their expectations and instill a greater appreciation for the work you do.

For example, because LinkedIn only allows individuals, but not companies, to participate in Groups and Answers, I encourage my clients to participate through their personal accounts on behalf of their companies. I’m here to write and edit their responses as necessary and can even post their responses if they provide me with their login credentials, but I try to convince them that they will be better able to establish a thought leadership position by showcasing their own knowledge.

In one case, a client saw more than 100 responses to his Group discussion. He was “chuffed” to see such a positive reaction to his work and the experience helped him understand the benefits of the platform. I also encourage clients to participate in social media by posting Facebook status updates and tweets when they are feeling particularly inspired. Again, I’m here to review, edit, add comments and post if necessary.

How are you managing your client’s expectations for your social media program?

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February Roundup: What does it take to bring technology to market?

February calendar 300x225 February Roundup: What does it take to bring technology to market?We kicked off the second year of our new blog with a strong month of posts that covered a wide range of topics including leadership, content marketing, SEO, Pinterest for B2B businesses, trademarks, free tools for social media and PR, and succession planning.

On that final point, we said a sad farewell to a valued colleague last month. For our Linda Forrest, it was time for a new challenge in a new city. After a successful seven years with us, Linda has taken on the role of Digital Media Communities Manager at the Canadian Digital Media Network based in Kitchener/Waterloo. We welcome you to reach out to her on LinkedIn or Twitter to stay in touch.

Without further ado, here are our posts, in case you missed them, from February.

February 8: Giving your team ownership by Francis Moran and Leo Valiquette

February 15: Burning the candle at both ends as the clock ticks down by Francis Moran and Leo Valiquette

February 21: What an IP Coordinator should know: Something about trademarks by David French

And on a related note…

In addition to our series, our associates and guest bloggers were also busy writing on a great range of topics. Here are our other posts from February, as ranked by the enthusiasm of our readers:

February 27: The free tools in my social media marketing toolkit — Part 2: Management & measurement by Alexandra Reid

February 29: A timely post about succession planning in PR by Linda Forrest

February 1: B2B businesses should establish a PRO presence on Vimeo ASAP by Alexandra Reid

February 9: Content marketing: Old wine in a new vessel by Francis Moran

February 22: The free tools in my social media marketing toolkit — Part 1: Monitoring by Alexandra Reid

February 16: Focus roundtable: The Rise of Pinterest in B2B by Alexandra Reid

February 7: The vital role of social media in a changing B2B revenue cycle by Alexandra Reid

February 23: Best of: Think like the fish by Francis Moran

February 14 The #1 rule for blog content SEO: Write for your readers by Alexandra Reid

February 6: More tribal leaders required by Bob Bailly

February 17: A bit of Friday-before-a-long-weekend fun: Internet memes about PR, social media and marketing by Linda Forrest

February 13: Best of: BPM, POS, CMS… Acronyms causing confusion by Linda Forrest

February 2: A year of blogging about bringing technology to market by Francis Moran

February 24: Using Google Alerts, HARO and other free tools to bolster your PR efforts by Linda Forrest

February 10: Five tips for writing contributed articles that get published and read by Linda Forrest

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Measuring social media: A step-by-step guide for newbies

babysteps 300x207 Measuring social media: A step by step guide for newbiesBy Alexandra Reid

Over the last two weeks, I have taught our readers how to grasp the basic concepts required for monitoring and managing social media so they can be more effective in marketing their businesses on these channels. As the last in my three-part series, this post discusses how to measure the information received through the first two processes to provide actionable insight required to carry out successful, long-term social media strategies.

In earlier posts, I explained how to develop a social media strategy and carry it through and how to track social media efforts and reach your benchmarks. Your strategy should include your social media goals, determined by analyzing your business to decide what you want and are able to achieve through social media and what you are able to offer your audiences as well as other businesses to understand what they are doing successfully so you can compete. You can also look at reports and other key benchmarking data, provided by organizations such as MarketingSherpa, MarketingProfs and Forrester. Your strategy should also include your plan for measuring success, laying out your key performance metrics and how you will collect and analyze the data. I suggest you read these posts first to provide you with a good starting point for today’s discussion. This post will provide details on how to actually measure social media, including tools and measurement methods we employ.

Step one: Determine your goals

The first step to measurement is determining your qualitative and quantitative social media goals. Qualitative goals could include, but aren’t limited to, increased brand awareness, influence and engagement. Quantitative goals could include, but aren’t limited to, website traffic, sales and SEO ranking.

For example, at Francis Moran & Associates, we’re currently focused on increasing awareness of our new firm, which includes attracting people to our site, and establishing thought leadership through social media. We also use social media to uncover prospects and nurture relationships with current clients, prospects, industry thought leaders and media organizations and journalists. We track specific levels of activity, with objectives for actual results in terms of new leads and revenue set as longer-term goals. As mentioned previously, your goals should be outlined in detail in your social media strategy.

Step two: Set your benchmarks

Benchmarks are the standards against which all measurements and metrics are measured. They are required to determine if your social media strategy is successful over the long run.

After determining your social media goals, you’ve got to scrape together all the information you can to establish your starting point. Your social media strategy should lay out which channels you intend to use and how you indent to use them to engage with your audience. Where you engage is where you will pull your information. For example, we primarily use our blog, Twitter and LinkedIn. So, we pull our information from analytics tools associated with these channels. We use Google Analytics and Hootsuite Analytics primarily, as well as our own management methods to keep track of our weekly metrics. I discussed this process in my post on measurement.

Using a spreadsheet, track the information you need. If you are interested in increasing sales, mark how many prospects you received and how many were converted into sales each week. If you’re interested in engagement levels, mark community growth, mentions, shares and click-throughs etc. Everything is measureable. You just have to know what to measure, find the right tools and stick firmly to a tracking schedule. (I chose Fridays.) I’ve listed a number of tools for pulling information in my monitoring and measurement posts.

It is imperative that you treat social media as a long-term responsibility. It has been estimated that determining benchmarks requires at least six months to understand trends in your communities. (In my experience, three months provides some actionable insight.) Plotting your progress each week over this course of time will provide you with the information you need to set realistic goals for the future. Because goals vary dramatically among various organizations, it is challenging (arguably impossible) to set standard metrics. You’ve got to determine these for yourself, using the information available to you, which can include studies conducted by industry analysis firms.

Step three: Make sense of it

The purpose of measurement is to make sense of the information received through your monitoring and management efforts to determine if your social media strategy is successful. You’ve got to identify trends in data. For example, if you use a combination of traditional and social media, can you spot a correlation between stories being published or aired and tweets being posted about the subject? The reason why we keep both weekly and monthly reports is so we can track minute changes and massive shifts. And remember, quality of information matters. For example, while you should track your Twitter followers, you also need to determine if they are relevant to you. In the measurement post, I list a number of metrics you can track.

Categorizing your data can help you understand major trends. Jeremiah Owyang did a great job in creating a method for segmenting data. According to Owyang, there are seven elements of social data. These are: Demographic, product, psychographic, behavioural, referral, location and intention. I suggest you read his post on the subject to understand how you could use this method to organize your data.

Step four: Determine ROI – Correlations and Anecdotes

In his post on measurement, Jay Baer states that there is only one way to calculate ROI (return on investment). “It’s sales minus expenses, divided by expenses, expressed as a percentage. There is no other formula.” However, he explains that it is difficult sometimes to get a true ROI in social media. In these instances, he says you might opt to “examine how social media success ties to business success over the long haul, and make correlation studies about that relationship.” What you want to see, he says, is “a situation where business success increased in lock step with social success (or slightly trailing social success).” Baer also says that anecdotes can be used in social media measurement. For example, you can ask around for instances where you “turned lemons into lemonade, delighted a customer or just did something awesome with social media.” Keep track of all these occasions in spreadsheets as proof that social media is successful at your organization.

Was this post helpful? Did I miss any key points? Do you need any further information? How are you measuring social media success at your organization?

Photo from: Inspired Spirit

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June Roundup: What does it take to get technology to market

June 2011 calendar 14 300x165 June Roundup: What does it take to get technology to marketIs it the last day of June already? Perhaps it whooshed by because we were so hard at work, writing about what it takes to bring technology to market. This month, we told you about bridging the investor-entrepreneur gap, accelerator programs for startup mentorship, how to become an investor magnet, the right circumstances for bringing tech to market, how to accelerate women’s involvement in tech, the importance of food in making good decisions, incubation, the role of champions and making effective use of social media, among many other pearls of wisdom.

In case you missed anything, here is a recap of our posts from June, beginning with, in chronological order, the latest installments in our ongoing series, The Commercialization Ecosystem.

Do you have the sound bites to drive your business? by Tony Bailetti

Accelerated: TechStars harnesses the power of mentorship by Francis Moran and Leo Valiquette

So you have the right invention, do you have the right circumstances? by David French

VCs are from Mars, CEOs are from Venus: Bridging the investor-entrepreneur gap by Ron Weissman

Accelerated: The U.K.’s Springboard gets on and does stuff by Francis Moran and Leo Valiquette

How to become an investor magnet by Martin Soorjoo

Accelerated: Springboard takes a “people centric” approach by Francis Moran and Leo Valiquette

Championship: Opening up the ivory tower by Francis Moran and Leo Valiquette

Why companies must incubate by Jason Flick

And on a related note…

In addition to our series, our associates and guest bloggers were also busy. Here are our other posts for June as ranked by the enthusiasm of our readers:

Community management: Simple ways to keep track of key information by Alexandra Reid

The key factors that make B2B social media distinct from B2C by Alexandra Reid

How to develop a killer social media strategy and carry it through by Alexandra Reid

“Your name here” is your brand ambassador, whether you like it or not by Linda Forrest

First we’ll eat – then we’ll talk by Bob Bailly

My three buckets of customer segmentation by Francis Moran

Drinking from the waterfall: How to effectively monitor social media by Alexandra Reid

Where’s your next VP of sales or marketing coming from? by Francis Moran

Polar Mobile’s Kunal Gupta epitomizes Waterloo’s electric buzz by Linda Forrest

Accelerating women’s involvement in tech by Linda Forrest

It’s a fact: content marketing drives B2B sales leads by Linda Forrest

Image from: AllCalendar.org

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Community management: Simple ways to keep track of key information

simplicity quote with dressage horse mousepad p144327889743816237trak 400 300x300 Community management: Simple ways to keep track of key informationBy Alexandra Reid

This is part two of my three-part series on monitoring, managing and measuring social media. Last week, I discussed a range of tools for monitoring social media and how to use them to their best effect. This week, I’ll teach you about modern, yet free and simple, management methods that I use to organize the information that ours in from my monitoring efforts.

Choosing what to track

Online tools such as Google Analytics, HootSuite, Social Mention, Kurrently and others provide users with excessive amounts of information that can be hard to digest. In my previous post, I explained how to channel the waterfall of information into relevant streams and then filter out the content that is most relevant to you. Part of the management function is to understand what it is your business wants to get out of social media. Knowing the long-term goals and key performance indicators will help you narrow your focus and determine exactly what it is you need to track.

My first recommendation is to appoint a community manager, either internal or external to your business, to ensure these channels are managed on an ongoing basis. If you have higher officials in charge of planning strategy for your social media efforts, ensure that your community manager is kept in the loop or else he or she won’t know what to work towards.

Listed below are some popular reasons businesses engage through social media.  In each case, I have provided some examples of what you should track to help you plot your progress. Because this post is meant for newcomers, I have limited the number of tools to those that allow for multiple functions to keep things simple. There are a plethora of other tools that could be used to extrapolate this information, which I may cover in a later post. However, I’ve found that using just a couple tools and charts is the best way to start.

Website traffic

  • Google Analytics: “Referral Traffic” found in Google Analytic’s reports will provide you with the percentage of your daily page views that come from referred sites, which include social media.
  • bit.ly: If you run a blog or are frequently sharing links to your site, you can use bit.ly to track the number of click-throughs on content to your site.
  • Hootsuite Analytics: This tool allows you to track a number of different metrics. For information on website traffic, track twitter to web conversion, traffic by region, sources of traffic, top content, keywords that attract attention and top referrers of your content.

Brand awareness, reputation and influence

  • Hootsuite Analytics: In addition to the metrics listed above, Hootsuite Analytics also provides information on mentions of your brand by influencers, follower growth, Twitter sentiment, daily Facebook likes and “sparkliness” of your content, determined by the level of viewer engagement on your content.

Customer relationships, retention and feedback

For me, the best way to keep track of this is manually. I suggest creating a spreadsheet that will help you organize the content pulled through your monitoring efforts. Headings could include, “mention” (copy and paste the mention verbatim), “user” (who made the comment), “channel” (where the comment was made), “acknowledged” (place a check mark next to the mentions that were acknowledged by the community manager), “response” (how the community manager responded) and “further action” (does the mention require follow up?).

Also, distinguish between mentions that are short-term, requiring only quick responses, or long-term, which could provide actionable insight and therefore should be documented. Mentions also need to be categorized as “high priority,” “medium priority,” and “low priority.” As I said in my previous post, in general, high-priority mentions are those of extreme sentiment, be those urgent requirements, passionate criticisms or praise. Medium priority could be shares of your content and neutral mentions of your brand. Low priority could be shares of shares and passive mentions of your brand. Important mentions (usually of the “high priority” category) may need to be documented for follow up.

Organizing information

Both Google Analytics and Hootsuite Analytics track your progress and allow you to create reports, which can be shared. However, I’ve found that using spreadsheets helps boil information down to its simplest form, allowing me to understand trends at a glance. It also keeps me on track, as I update each spreadsheet every week (on Fridays). I’ve also found that spreadsheets are best for tracking your own participation on social media sites. For example, where you comment and how often and if your comments receive engagement are important information to track to help you understand your influence. You can also track number of comments on each blog post, retweets, mentions and followers on Twitter and Facebook likes, among many other metrics. Again, it entirely depends on your social media goals. For example, here are some metrics I track every week on simple Excel spreadsheets:

  • Twitter: Followers, following, total tweets, replies, mentions, RTs, Klout score and breakdown, PeerIndex score and breakdown and Grader score and breakdown.
  • Blog: PostRank, Alexa (although it’s rankings are a bit suspect) and Power150 (useful only for marketing blogs that get listed there) scores as well as the number of comments per post.
  • Social media contributions: Tweets, blog comments, Quora answers, LinkedIn Discussions others and overall success

Again, these are only a few metrics that you could track, and it all depends on what platforms you are most engaged on and what you aim to get out of your social media efforts.

Keeping track

Next week, I’ll discuss how to measure these results so you can understand trends, which can inform how you benchmark your progress and determine success.

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How to develop a killer social media strategy and carry it through

micro macro 1024x640 300x187 How to develop a killer social media strategy and carry it throughBy Alexandra Reid

I am a fortunate community manager because I get to both write social media strategies and carry them through. This seamless process allows me to have a firm grip on the day-to-day online activities of our clients with the foresight to effectively steer these activities to reach long-term goals.

While it is beneficial to have a team of professionals that handle the areas of social media in which they are specialized, there are some major obstacles to this approach, especially for new ventures that do not have bottomless budgets to devote to the cause. For social media to be planned and carried out in house requires a dramatic reorganization of the departments that would handle the accounts (usually a battle between marketing and sales) as well as a huge commitment of time and resources. Alternatively, if you wish to outsource social media to a large agency, you run the risk of paying a small fortune for senior professionals to handle your accounts, while, unbeknownst to you, the bulk of the tasks are handed down to the juniors.

The harmonious balance, in our case, is a consolidation of the responsibilities of a social media strategist and community manager under one job title. This is an affordable and effective solution for startups and small businesses that want to commit professionally to social media without draining their marketing budgets dry. In my position, I am able to have both macro- and micro-level views of a client’s social media plan, enabling me to do both jobs effectively and efficiently. Our responsibility to a client is largely dependent on its internal resources for social media. If a client can take on social media internally, we would develop a strategy and provide ongoing assistance to ensure it is followed effectively. The role of community manager could also be shared between client and agency.

To properly develop a strategy requires an intimate understanding of the client, its social media objectives, budget for reaching these goals and the specific processes that will be carried out to reach them. Having this intimate knowledge of a client’s strategy allows me to steer online management, monitoring and measurement activities to reach their goals. Also, being able to see a social media account from every vantage point allows me to provide a wealth of personalized knowledge resulting from the experience of managing an entire account from its inception, which could be shared with the client to provide insight into what they are doing well and what needs improvement in daily activities and long-term strategy. As I said in an earlier post, it should be no mystery how an agency carries out its clients’ social media work.

I’d be happy to debate with you on this subject, as I understand it is highly contested. Feel free to offer your comments in the box just a little south of here.

That all being said, let’s get into what you came here for:

How to write a social media strategy:

Before you get into your strategy, you must first ask yourself a few questions. Chris Brogan was bang on when he said that you must begin writing your strategy with the end in mind. There are a variety of ways you could ask yourself these questions, but I think Ignite Social Media does a great job of summing them up:

  1. What do you want to gain from a social media plan?
  2. What does your business offer that people want to discuss?
  3. What’s your current business model and how can social impact that?

Writing a strategy: The basics of what should be included:

Forrester’s POST methodology is quite helpful in the beginning stage of writing a strategy. Each strategy I write is tailored to the specific needs of the client and so can’t be listed in full here. However, I have built on each section of this methodology to include some key points that should be included in any strategy:

People

  • Who are you? This report should include an analysis of what it is you could offer your community and why they would be interested.
  • Who is your audience? It should also include whom your target community is, where they reside online, how they interact with others and what they care about.
  • Who is your competition? A competitive analysis must also be included covering your competitors and what they are doing with social media.

Objectives

  • This is where you set out your goals determined by answering the preliminary questions. You could also determine your goals by looking at the successes of your competition and others in social media as well as reports and other key benchmarking data. Organizations such as Marketing Sherpa, Marketing Profs and Forrester are great for providing this kind of information.

Strategies

  • How do you plan to engage an audience? This section should include your content strategy, which should lie out your editorial plan for at least the next few months. Who will be in charge of developing this content, sharing it and responding to engagement? How often will content be developed and shared? How often will channels be monitored and updated? What kind of training is required for these people to know how to use new tools effectively? Where will the information for the content come from?
  • It should also include your strategy for measuring success. What will you monitor? How will you monitor? What are your key performance metrics? What are your benchmarks? In detail, how will you collect and analyze the data?

Technologies

  • Channels: A detailed account of what each channel will offer, the short term and long-term benefits of using these channels and the effectiveness of each channel.
  • Monitoring and management tools: Assess the tools available and determine which ones work best for you.

Carrying it through: What you need to consider

Determining who will carry the strategy through requires a thorough analysis of your internal resources, budget and the qualifications of the agencies you could pursue. Developing a detailed strategy will help you determine the level of commitment you could award social media internally. In your strategy, you must assess your budget for each of your activities. How much will monitoring, management and analytics cost over the long run? How much will it cost to employ social media tools? Will I have to hire new employees to manage these accounts? How much time and resources will I have to dedicate to educating my team on new tools and techniques? How much would an agency cost? What can they take on and what kind of a commitment do they require we take on? All these questions are vital to determining if you can carry out social media yourself, or if you need to hire outside assistance. Your strategy should be a paint by numbers for carrying it through. It if isn’t, you have not included enough detail.

This post covers the bare bones of strategy development and execution, so if you have any additional questions please don’t hesitate to ask using the comment section below, or by contacting us directly.

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