A SOSTAC® Plan Example - Smart Insights
A SOSTAC® Plan Example - Smart Insights
A SOSTAC® Plan Example - Smart Insights
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How to create a digital marketing plan
using PR Smith’s SOSTAC® Planning model
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In this post, I give an example of how I have applied PR Smith’s
SOSTAC® Planning Model – which is my interpretation of SOSTAC®.
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Further guidance and examples are available in the Smart Insights
guide for Expert members by PR Smith and this post by Dave Chaffey
giving an overview of the SOSTAC® model.
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Below I’ve gone into a bit more detail for a few of these areas:
Digital Customers
Customers Personas
Based on this data, the next stage is to turn this data into more of a
personality that your organization can relate to. For example, I’ve
created 2 x personas for a fictional online retailer:
Persona A:
Scenario:
Steve has been reading the latest new stories regarding the World
Cup through his favourite football blog site. Steve notices the blog
has an exclusive promotion to order any World Cup football shirt of
your choice from Company X and save 10% by clicking on a link to
www.companyx.co.uk/worldcup. Steve clicks on the link and arrives
at Company X which brings up a list of World Cup shirts available to
order displaying the exclusive 10% discount promotion. Steve
chooses the shirt of his choice in his preferred shirt size and
completes a transaction using his credit card.
Persona B:
Scenario:
Clare has received an email from one of her preferred online retailers
which includes a cross-marketing promotion to Company X, where
you can order your World cup shirt by quoting a promotional code.
Clare thinks this would make a great gift for her partner and decides
to click through to www.companyx.co.uk. She is unsure of the team
and shirt to order so decides to phone the order helpline and take
advantage of mixed-mode buying. Clare explains her situation over
the phone to the sales consultant and places her order over the
phone for the football shirt.
SWOT analysis
Not only will it provide a better picture to lay out a strategy for your
organisation as a whole but it also provides you with the opportunity to
interview and build relationships across the organisation.
Stage 2. Objectives
To help create your objectives, I recommend you use two guides to help
to create both measurable and realistic goals to achieve for your digital
marketing strategy, focusing on the 5 S’s and ensuring you make each
objective SMART.
There are a number of different SMART objectives that can be set for
example, lead generation, acquisition or engagement or retention.
For example, if we revisit the fictional online retailer, we can create
the following objectives that have been created to follow the SMART
formula:
Stage 3. Strategy
Strategy means how do you plan to get there in terms of fulfilling the
objectives set. The strategy section should also identify which
segments of the market you aim to target with your plan.
Increase email frequency from one email per quarter to one email
per week from May 2015 through to July 2015. How is the company
currently communicating with its existing customer database? Who of
our competitors have implemented a communication with their
customers?
Stage 4. Tactics
Tactics cover the specific tools of the digital mix that you plan to use
to realize the objectives of your digital marketing plan. The strategy
section should also identify which segments of the market you aim to
target with your plan.
Marketing tactics
When completing your own strategy, you would be going into a lot
more detail for each tactic along with specific KPIs for each tactic
Tactic 1: SEO
Stage 5. Action
The action section covers what needs to be achieved for each of the
tactics listed in the previous section of the SOSTAC® plan to realize
the objectives of your digital marketing plan.
For the purpose of this case study, the following tactics were listed
and below each tactic, actions have been included to ensure each has
been considered before launch. This is not an exhaustive list but
provides an outline to what should be considered:
Stage 6. Control
The final stage is to layout how you plan to monitor and measure
your performance based on the objectives set at stage 2. The tactics
have been considered and your control section is providing you with
a series of dashboards tailored for each tactic.
Look to set the KPI’s per tactic that tie back into the objectives set and
set up a weekly/monthly set of monitoring dashboards to ensure you
are on track to meet the objectives set.
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