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#SDAOM
Kristin Runyan
Plan, Analyze & Pivot
#SDAOM
About Kristin
#SDAOM
PLAN
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1. Research
2. Collaborate
3. Score
4. Decide
5. Communicate
Plan
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• Do as much external research as
possible
• The Marketplace
• Your Competition
• Existing Clients
• Likely Prospects
1. Research
Create a backlog
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• Meet with team members and
internal clients about priorities and
business drivers
• Sales is a customer!
• Marketplace Opportunity must meet
business capabilities
2. Collaborate
Groom the backlog
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• Take all of the inputs – internal and
external
• Balance them against cost / level of
effort
• Create a score to aid in prioritization
3. Score
Prioritize the backlog
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• Commit to what you can reasonably
and effectively accomplish
• Align budget and resources
accordingly
4. Decide
Commit to the backlog
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• Tell everyone!
• Make sure the Marketing team knows:
• What you are doing?
• What is the priority?
• What is the timeline?
• WHY?
• Make sure all other stakeholders are
aware too – especially Sales.
5. Communicate
Communicate the
backlog
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ANALYZE
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• What do you know?
• What do you think?
• Can you find out for sure?
• Data tells the quantitative story…
• Who tells the most relevant qualitative
story?
Analyze
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Look at the results
• Are you meeting goals?
• Where are the bottlenecks?
• Where are results less than expected?
• Where are results better?
What do you know?
#SDAOM
What do you think?
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• Back-up thoughts with data where
possible
• LEARN!
• Do not stick to your original
hypothesis if signs point elsewhere
What do you think?
#SDAOM
• Here, qualitative matters too….
What do you think?
#SDAOM
PIVOT
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• Who is good at Pivoting?
• Sailboat Captains
• Airplane Pilots
• Basketball Players
• US??
Pivot
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#SDAOM
Example 1
Example 1
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• Direct Mail is seldom used
• We have a good partnership with lots
of name recognition
• Beautifully designed piece, attention
grabbing, clear call to action
Print Campaign
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• Sent a list with 9,000 names
• Whittled it down to 3,000 of the
most viable
• Sent a Direct Mail piece costing $3/
each
• Email follow-up
Print Campaign
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• Do a pilot first!
• Send out 1,000 direct mail pieces
• Reduced Costs
• Gave us time to analyze
responsiveness
Critical Decision
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#SDAOM
Surprising Result
• Email worked better!
• Far greater response even on follow-up
email to direct mail
• Proceeded with email only to larger
group
• Better Response + Less Cost = Win, Win
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Example 2
Example 2
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Prospect Correspondence
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• Results better with text email
• Equally important….
• Sales liked it better
Analyze
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Example 3
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Product Evolution
Utility Expense
Management
Resident Billing Payments
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Product Evolution
Analyze Bill Collect
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Product Evolution
Analyze Bill Collect
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Product Evolution
Analyze Bill Connect
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Good stuff too!
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#SDAOM
#SDAOM
What about you?
How can Agile help?
What about you?
#SDAOM
QUESTIONS?
Thank You

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