Want your communications to be targeted, tailored and results focused? You need a strategy.
Communicating without a strategy is like going on a road trip with no map. You’ll end up somewhere, but you won’t have chosen the destination.
You can use a content strategy to shape a world of sins – anything from a one-off sales campaign to a complete communications re-brand.
Over the years, I’ve planned and driven my share of communication strategies for product launches, company-wide re-brands and overhauls of the corporate tone of voice.
The first thing I do to plan out my strategy (straight after making a strong cup of tea) is to consult Google to see what new thinking has come out.
Results have been varied. Sometimes I find good ideas, but a lot of the strategies I found were internally-focused and lacked useful detail.
So I decided to share my strategy with you (and Google). Come along for the ride – you never know what we both might learn.
Pick your destination
Just like a great road trip, the success of a communications strategy is in the planning. You need to know where you want to go, what you want to do when you get there and what ‘must haves’ will make the trip a success.
My communications strategy has seven destinations:
I hope you enjoy the journey.
Set your objectives
Most road trips I’ve been on were planned with a combination of beer, argument and late-night creativity. After a lot of discussion and laughter, the designated driver mapped out an itinerary – usually after everyone else had fallen asleep.
Planning your communications strategy is a similar process, usually minus the beer and, hopefully, the sleep. The first step is to decide where you want to go – set your objective.
You and your stakeholders – usually Product, Marketing and your Digital team – need to figure out:
- What you want to achieve.
- What benefits you want to get out of your communications.
- How you know you’ve ‘arrived’.
Typical objectives are:
- More sales through your online channels.
- A change or uplift in how your audiences perceive your brand.
- Move calls out of the contact centre and into your online self-service portal.
- Or the ever-popular improve NPS.
Usually, you’re either trying to increase revenue or decrease cost.
Heads up: to sell your strategy to the higher ups, make sure your objectives align with the overall business strategy.
To make your objectives easy to measure and share with your peers – keep them short, simple and tangible.
Case study – servicing energy customers
Imagine you work for an energy retailer. You sell electricity and natural gas to business and domestic customers. Your call centre gets over 40,000 calls a week from customers wanting to pay bills, set up a direct debit or find out how much power they’ve used.
Those calls cost $25 a pop. Money you could save by getting customers to use your self-service portal instead. So your objective is to:
- Move 10% of bill and usage contact centre calls to the self-service portal.
Given each call costs around $25 and a self-service transaction costs $7. If you achieve your goal, you could save your company $72,000 per week.
I’m fairly sure savings like that will get your higher ups to pay attention.
Great – we have an objective. We need to figure out who to ‘convince’ to achieve it.
Choose your audience(s)
There is little point in saying anything until you know who you’re talking to. Imagine the different conversations you’d have talking to your manager vs talking to your 12 year old daughter.
So, we need to decide who to talk to – our audience. Our audience is the group (or groups) of people a) whose behaviour we want to change and b) we think we can influence.
They can be:
- Prospects – new, unknown customers.
- Existing customers – people we have a relationship with – who we can approach directly.
- Influencers – partners or social commentators who have the ‘ears’ of audiences we can’t reach.
Finding the right audience is a critical part of your strategy and one that is easy to get wrong. It’s tempting to pick easy-to-access audiences:
- Existing customers – you already have their contact details and know a lot about them.
- Market segments – an age group, geography or demographic you think will respond.
- Identified prospects – they’ve shared their contact details with you and have shown an interest in your products or services.
- Or just EVERYONE – that one’s easy, just broadcast your message.
But these easy audiences can have drawbacks:
- Existing customers – they might be tired of hearing ‘buy me’ messages from your company.
- Market segments – you have no history with these people, why would they listen to you?
- Identified prospects – they may not be warm prospects, their interest in your company may have nothing to do with the product or service you are communicating about.
- EVERYONE – a scatter-gun approach can be costly and usually has a very low success rate. The bulk of your communications will fall on deaf ears.
So how do you decide who to target?
Think about your objective. Is there an identifiable group of people whose behaviour needs to change to achieve it, e.g. buy more product, transact online or give you company a better NPS rating? Of that group of people, who is likely to change their behaviour to match your objective?
That is your audience.
Case study – servicing energy customers
In our case study, the audience is fairly easy to identify. You want to target customers calling the call centre to pay a bill, set up a direct debit or query their electricity usage. And you need to get to them before they call.
Not everyone is comfortable transacting online, particularly when they are paying power bills of $500 or more. So you want to focus on customers who are more comfortable online.
If you target customers who have used your website before, you have a better chance of being heard.
Your audience is those customers whose bills are coming due, who have either logged into your website or app, sent an online enquiry or have used the online chat tool in the last 6 months.
Write your messages
Now we know who we’re talking to, let’s decide what we want to say.
Your message needs to do two things:
- Capture your audience’s interest.
- Convince them to do something to achieve your objective.
To write your messages, think about your audience and what you want them to do.
First, your audience
Think about the kinds of people your audience is made up of:
- Imagine the language they are most comfortable with – formal, casual, verbose, pithy…
- Think about what they are likely to respond to – short text, long text, image, video, survey…
- What actions are they likely to take – click links, call, use your website or app or walk into a bricks and mortar shop?
Think about the relationship your audience has with your company:
- Prospect?
- Repeat customer?
- Disgruntled customer you want to win back?
This helps you understand what they want to hear from you and what they are likely to listen to.
What you want them to do
Now think about your objective – what you want them to do – and how you can convince them to do it. Write with their wants and needs in mind and the actions you want them to perform. You should end up with a range of messages.
You can A/B test messages to discover which ones are more successful. With a range of messages, you can target different channels and prompt different actions to meet your objective.
Don’t be afraid to use humour and more ‘human’ language to make your messages stand out. They need to relate to your message, whether you’re writing a 300 word email or a 250 character text.
Case study – servicing energy customers
Back at our energy company, you want to encourage customers who’d normally call the contact centre to log in and use your self-service portal.
You’re writing to existing customers, so you know a lot about them. Tailor your language and calls-to-action to your audience segments – shorter, mobile first actions to customers who’ve used your app or portal vs longer, instructional text to ones who called or filled out an enquiry form.
You can use the data you have on past behaviour to tailor your messages to:
- Customers who pay on time – “no fuss, no hold music”.
- Customers who regularly query their bill – “check your bill any time”.
- Customers who are often late to pay their bills – “set up direct debit and never miss a payment”.
- Customers who have logged into the portal before – “come back and see us”.
- Customers who do not have a login – “quick and simple sign-up, pay your bill in minutes”.
Great, we have our messages. Now we need to send them to our audiences.
Choose your channels
We communicators have a lot of channels to choose from. From ‘tell anyone’ broadcast options, to personalised, one-on-one communications, we have a spectrum to choose from.
If your strategy requires large audience, broadcast communications, you can use:
- TV or radio advertisements.
- Billboards, decals or other outdoor collateral.
- Web pages.
- Social media.
- Press releases.
For more tailored messages, you have:
- Links to personalised web pages
- In-app alerts
- SMS
- Snail mail
- We can even call them
We choose the channel to fit our objective, audience and our message.
Often the best strategy is to use a combination of channels, tailored to your audiences, for your approach, then offer a range of calls-to-action and let them decide how to progress:
- Open personalised web page
- Visit campaign page
- Enter a code to unlock discounts.
- Download an app.
- Call a campaign specific phone number.
Case study – servicing energy customers
You know your target customers have used an online channel – your self-service portal, app, online enquiry form or the chat tool. So they are comfortable with some form of online transaction. As they are existing customers you have access to their contact details.
There are a few channels you can use for this campaign:
- An SMS with a link to the mobile version of the self-service portal.
- Emails with info-graphics showing how easy the portal is to use – then link to the sign up page.
- Include details of the self-service portal in your IVR script and contact centre ‘hold music’.
- Create a web page with details of how easy it is to use your self-service portal.
- Publish ‘how to’ videos to show how quick and simple your online tasks are.
Note: Before you send out your messages, make sure your customers haven’t opted out of marketing messages. You don’t want to break any anti-span laws.
OK, we know our messages and how we’re going to get them to our audience. How will we know our strategy has worked?
Measure your success
When we set our objectives, we put some numbers around success. Let’s look a bit closer at the types of measures you can use for your strategy.
Depending on your objective, your measures could be:
- Number or percentage of increased sales.
- Percentage change in brand recognition or positive brand perception.
- Number or percentage of calls moved from the contact centre to online channels
- NPS increase.
We can use these measures while we run our strategy to track customer behaviour and adjust our messaging and channels in response. This helps us focus on the messages/channels that work, and not on the ones that don’t.
At the completion of our strategy delivery, we can use these measures to quantify success.
Case study – servicing energy customers
Your objective our energy company was to move 10% of bill and usage contact centre calls to your self-service portal.
Your measures for this are relatively straight forward – fewer calls to the call centre and more logins and task completions through your online channel.
So how do you measure this accurately?
- Work with the team who manage your call centre technology to track the number of calls to do with paying bills and enquiring about energy usage.Remember to also ask for the number of calls for the same length of time over a similar period before your campaign.
- Ask your analytics team for reports on pay-bill and check-usage tasks completed through your online channels – for the same two time periods as your contact centre reports.
Those are your measures. You’re looking for a drop in your call centre calls – by 10% ideally – and a rise in your online channel tasks.
Resource your strategy
Now we know what we want to say, who we want to say it to and how we want to say it. The big question is how are we going to pay for it?
We have to resource our strategy. We may need funding.
Day to day communications are usually funded out of BAU budgets. Larger, more complex strategies may need extra copy writers, developers or funding for social media, Google ads, SMSs or mail outs.
If these expenses are outside your normal operating budget you need $$ from the higher ups.
Higher ups are usually interested in two things – revenue and cost. If you can increase one or decrease the other – you have their attention.
You need to demonstrate the return on investment of your strategy.
Look at the likely cost of your proposed communications and the forecast savings or revenue increase of achieving your objectives. If you can show that the former is less than the latter, you have a business case for your strategy.
Case study – servicing energy customers
Cost
Your communications plan included:
- SMS customers – where you have mobile numbers and they’ve used their phones to log into your portal or use your app.
- Email customers – where you don’t have mobile numbers, do have email addresses, and they’ve logged into your portal or sent an online enquiry.
- Update your IVR and on-hold scripts.
- Publish a new web page.
So your cost will look like this:
And your savings like this:
So your business case is:
A $32,000 investment is likely to result in a saving of $72,000 a week. An ROI of less than a week is not too shady.
Sanity check
Right, we’re on the home straight! We know what we want to achieve, who we want to approach, what we want to say and how we’re going to fund and measure our activities. There’s only one thing left to do – apart from press Send.
Let’s sanity check our strategy before we set it loose. If you have time, a trial run with some colleagues – preferably ones who aren’t involved in the communications world – can teach you a lot.
Or try it out with friends and family – any controlled group of ‘friendlies’ will do. Simply send them your communications, using the channels you’ve chosen and, after, ask them a few questions:
- What was the message? (What do they remember?)
- What stood out to them? (Any highlights?)
- How do they feel about the message? (Did you make them care?)
- What would they do, if anything, having read the message? (Did you win them over?)
This feedback will help you test and fine tune your messages and your channels and manage your expectations about the likely outcome of your strategy.
Now you’re ready to take on your public! Or at least try a few initiatives out and see what happens. Good luck and May the force of customer sentiment be with you.