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Building and Growing Your
    Content Marketing
                 Agency
                      Paul Roetzer
                            PR 20/20
                @PaulRoetzer• #cmworld
“Invest in real, valuable, relevant content that your audience
   wants. . . . Take the time to make it so compelling that
               people talk about it and share it.

                  — Ken Krogue, Forbes
“The Death of SEO: The Rise of Social, PR, and Real Content”
                       July 20, 2012
Agenda


• Transformation: A Evolving Industry and Ecosystem
• Talent: Rise of Hybrid Professionals
• Infrastructure: Build to Scale
• Integration: The Era of Integrated Services
• GamePlan: Market Brand and Sell Services
• Open Forum



                                              @PaulRoetzer
                                             #AgencyBlueprint
Open Forum

• Are writer marketplaces the answer for agencies?
• How do you balance quality with quantity?
• How do you align expectations with services and results?
• How do you achieve and increase profitability?
• Where do you look for talent?
• Is integration of services (search, content, social, PR, web,
    mobile) essential?
•   What are your personal career goals? How about business goals?
•   What are your greatest pain points as an agency?
•   How do you feel about content services pricing trends?




                                                             @PaulRoetzer
                                                            #AgencyBlueprint
Transformation:
A Evolving Industry and Ecosystem
“It’s not about who we
  are, but what we, as
marketing agencies, have
  the potential to be.”




                            @PaulRoetzer
                           #AgencyBlueprint
Rise of the Hybrids


• Tech savvy
• Integrated services
• Versatile talent
• Diversified revenue




                                          @PaulRoetzer
                                         #AgencyBlueprint
Cause and Effect: The Catalysts
1) Change Velocity


• Technology innovation
• Consumer behavior
• Business software
• Online applications
• Communication patterns
• Marketing philosophies
• Agency management systems
• Client services




                                          @PaulRoetzer
                                         #AgencyBlueprint
60% of marketers plan to increase their
content marketing spending in 2012.




                                           @PaulRoetzer
                                          #AgencyBlueprint
@PaulRoetzer
#AgencyBlueprint
Forrester forecasts interactive
marketing spending will reach $77
billion by 2016.




                                     @PaulRoetzer
                                    #AgencyBlueprint
2) Selective Consumption



• Basic principle behind inbound marketing
• Consumers tuning out traditional marketing
• Brands lose control, but gain loyalty
• Shifting budgets to digital
• Expanded and integrated services




                                                @PaulRoetzer
                                               #AgencyBlueprint
80% of chief marketing officers think integrated services will
increase in importance over the next five years, according to
     a study by The Horn Group and Kelton Research.
However, in the same study, 60% of CMOs indicated that they
 are unable to find an integrated firm to meet those needs.
3) Success Factors




                      @PaulRoetzer
                     #AgencyBlueprint
@PaulRoetzer
#AgencyBlueprint
@PaulRoetzer
#AgencyBlueprint
Custom Marketing Performance Scorecards




                                   @PaulRoetzer
                                  #AgencyBlueprint
The 10 Rules of Transformation

1.   Eliminate billable hours.
2.   Transform into a hybrid.
3.   Think talent and team.
4.   Build a scalable infrastructure.
5.   Devise an inbound marketing gameplan.
6.   Control the sales funnel.
7.   Commit to clients.
8.   Deliver results.
9.   Embrace failure.
10. Pursue purpose.



                                              @PaulRoetzer
                                             #AgencyBlueprint
1) Eliminate Billable Hours
         “Inefficiency is the enemy of success.”


• Billable hours are tied to outputs, not outcomes.
• Clients should not pay for agency inefficiencies.
• We are multi-taskers—distractions lead to higher costs, lower
  quality.
• Prices should be value based, and results driven.




                                                            @PaulRoetzer
                                                           #AgencyBlueprint
2) Transform into a Hybrid
         “A real-time world demands real-time agencies.”

• Every firm is a tech firm. It requires
  immersion and integration.
• Services must be integrated, and
  silos removed.
• Digital is ingrained into the firm’s
  DNA.
• Maintain diversified revenue
  streams—services, education,
  training, publishing, and licensing.
• Find your role in the emerging
  ecosystem.
• Collaboration will drive success.
3) Think Talent and Team
              “Talent cannot be replicated.”


• Talent is your firm’s greatest asset.
• Build through the draft. Bring in free agents to accelerate growth
  and take your agency to the next level.
• Recruit and retain A players—high performers who themselves
  are hybrids.
• Create a career destination, not a steppingstone.




                                                             @PaulRoetzer
                                                            #AgencyBlueprint
4) Build a Scalable Infrastructure
  “The best plan is to prepare for perpetual change.”

• Make decisions that fit your growth goals. This includes
  hardware, software, staffing, partnerships, advisors and office
  space.
• Plan for current (0-12 months) and short-term needs (1-3 years),
  with contingencies for the midterm (3-5 years).
• Expansion is driven by the desire to attract and retain talent.
• Agencies are bound by the limitations of human resources.
• Build agile systems in the cloud, and rely on trusted solution
  providers.




                                                               @PaulRoetzer
                                                              #AgencyBlueprint
5) Devise an Inbound Marketing GamePlan
           “Doing is the key to differentiation.”

• Be original, or at least put an original spin on your brand
  positioning.
• Clearly establish the agency brand, and then give your team the
  freedom and support to build theirs.
• We need fewer talkers and thinkers, and more doers.
• Use content and community to build preference and loyalty.
• Run integrated campaigns focused on search, social, content and
  PR. Prove your abilities by doing it for yourself.




                                                                 @PaulRoetzer
                                                                #AgencyBlueprint
6) Control the Sales Funnel
                          “Everything is sales.”

• Capture new leads and fill the top
  of the sales funnel.
• Nurture leads through the middle
  of the funnel.
• Personalize communications and
  outreach based on a lead’s
  interests and past interactions.
• Analyze every step of the way, and
  tweak activities based on historical
  performance and lead responses.



                                                    @PaulRoetzer
                                                   #AgencyBlueprint
7) Commit to Clients
            “All clients are not created equal.”

• Loyal clients lead to higher retention rates, greater profit
  margins, more predictable cash flow, and stronger referrals.
• The greatest value you can bring to clients is staffing their
  accounts with A players.
• Time-tracking, project-management and CRM solutions are
  essential.
• The best partnerships have shared values and complementary
  cultures.
• Case studies are rarely made of conservative companies.




                                                                   @PaulRoetzer
                                                                  #AgencyBlueprint
8) Deliver Results
           “An agency’s value is measured in outcomes.”


• Marketing executives—your clients—are
  drowning in data.
• Prototype agencies turn information into
  intelligence, and intelligence into action.
• Shift away from arbitrary metrics—impressions,
  reach, ad equivalency and PR value.
• Adapt to changing business environments and
  evolve client campaigns in real time.
• Activate builders and drivers.



                                                           @PaulRoetzer
                                                          #AgencyBlueprint
9) Embrace Failure
  “Never hesitate to head in a direction others fear.”

• If your model is broke, fix it. Don’t ignore your instincts for
  change.
• Someone, or something, will eventually disrupt your agency, it
  might as well be you.
• Fear of failure trickles down to employees, and into client
  campaigns. Make is safe for employees to fail.
• Disruptors thrive on change, easily tire of tradition, and pride
  themselves on their agility. They excel at taking calculated risks.




                                                                 @PaulRoetzer
                                                                #AgencyBlueprint
10) Pursue Purpose
      “It is purpose, not profits, which defines an agency.”


• True entrepreneurs must affect
  change.
• An agency’s purpose may be innate
  and unspoken at first, residing in the
  minds of its leaders.
• Purpose evolves as the agency and its
  employees mature.
• Success is not easy, but things worth
  achieving never are.



                                                        @PaulRoetzer
                                                       #AgencyBlueprint
“Purpose eases the pain of the long hours and gives you the fortitude
  to fail. It makes menial tasks meaningful, and serves as the pivotal
    piece of your employee recruitment and retention strategy.”

                  The Marketing Agency Blueprint
Talent:
Rise of the Hybrid Professionals
“High performers—the A players—contribute more,
 innovate more, work smarter, earn more trust, display
   more resourcefulness, take more initiative, develop
  better business strategies, articulate their vision more
passionately, implement change more effectively, deliver
higher-quality work, demonstrate greater teamwork, and
find ways to get the job done in less time with less cost.”

         — Bradford D. Smart, PhD, Topgrading
Hybrid Professional Traits


• Analyst
• Creative
• Intrinsically motivated
• Listener
• Social web savvy
• Strategic
• Tech savvy
• Team player
• Writer


                                      @PaulRoetzer
                                     #AgencyBlueprint
What makes for great content?

    • Strategic
    • Brand centric
    • Buyer persona focused
    • Optimized for search engines
    • Technically sound
    • Creative
    • Results driven




   Source: 7 Key Elements of Great Business Content


                                                       @PaulRoetzer
                                                      #AgencyBlueprint
Buyer persona focused content

• Make personal connections
• Address pain points and bring value
• Demonstrate a clear understanding of your
  audiences, and know how to engage them
• Promote and deliver in their preferred format




                                                   @PaulRoetzer
                                                  #AgencyBlueprint
The Draft & Free Agency

• Do not push growth beyond your ability to service it.
• Build from within through your own systems and standards.
• Identify and nurture high-potential talent.
• Beware of the patience of potential: commitment, perspective and speed.
• Bring in seasoned talent — the free agents — when the time is right.
• Understand implications of higher-priced talent on efficiency,
 productivity and profitability.




                           Photo Credit: Sports TV Jobs     @PaulRoetzer
                                                           #AgencyBlueprint
The Creative Group 2012 Salary Guide
The Creative Group 2012 Salary Guide




                                        @PaulRoetzer
                                       #AgencyBlueprint
When is it Time to Hire?
The Blueprint Series Presented by HubSpot
           Outsourcing vs. Hiring
  The Blueprint Series Presented by HubSpot

• Values
• Services
• Pricing
• Process
• Performance
• Financial strength




                                         @PaulRoetzer
                                        #AgencyBlueprint
The Blueprint Series Presented by HubSpot
    Content Outsourcing Considerations
  The Blueprint Series Presented by HubSpot

• Do you need niche expertise?
• Is it cost prohibitive to use internal resources?
• Can you compete on price?
• If the client outsources to a 3rd party, can you control quality?
• Is writing a core competency?
• Do you have the ability to scale production?
• Do you have a deep enough talent pipeline?
• What’s your capacity for content growth?



                                                               @PaulRoetzer
                                                              #AgencyBlueprint
Know Your Capacity

• Soft capacity = Monthly service-hour threshold at peak efficiency.
  Includes room to flex above for major projects and campaign
  fluctuations.
• Absolute capacity = The danger zone, usually 20% above soft capacity.
  Your team is spread too thin, deadlines will be missed and quality will
  suffer.




                                                             @PaulRoetzer
                                                            #AgencyBlueprint
Define Ahead-of-Need Triggers

• Major growth initiatives
• Significant demand from new partnerships
• Deep new business pipeline
• Transitioning of underperforming employees
• Understaffed core accounts
• Opportunity to land high-potential A player




                                                 @PaulRoetzer
                                                #AgencyBlueprint
Infrastructure:
 Build to Scale
Infrastructure: The structures and systems that facilitate the
  production and delivery of agency services. Any physical or
organizational element required to run and grow your agency.
    Core components include financial systems, information
 technology (IT), management systems and human resources.

        — The Marketing Agency Blueprint, Chapter 4
What are Your Business Goals?


• Revenue
• Employee size
• Profits
• Geographic expansion
• Personal wealth
• Work/life balance




                                     @PaulRoetzer
                                    #AgencyBlueprint
What are you building?

• How will you define success?
• What are your greatest strengths?
• What are your greatest weaknesses?
• Are you in the financial position to take the risks needed?
• Do you have the ability to recruit and retain top talent?
• Will you be happy running a business, rather than doing the
  work?




                                                                 @PaulRoetzer
                                                                #AgencyBlueprint
Needs and Timing




• Current = Next 12 months
• Short Term = 1 – 3 years
• Midterm = 3 – 5 years
• Long Term = More than 5 years




                                    @PaulRoetzer
                                   #AgencyBlueprint
PR 20/20 Example (2008)

• Reached five employees
• Used 2x – 3x scale to guide decisions
• Revenue went from $200,000 to $400,000
• Upgraded office space, phone systems, Internet service, hardware,
    internal network
•   Secured option on adjacent office space
•   Accommodated current and short-term needs, with contingency
    for future expansion
•   $50,000+ investment




                                                            @PaulRoetzer
                                                           #AgencyBlueprint
Lessons from the Inside
1) Prepare for Perpetual Change.




                                    @PaulRoetzer
                                   #AgencyBlueprint
2) Build through Trusted Providers.


• Performance history
• Transparency
• Stability
• Continuous innovation
• Customer/community support




                                              @PaulRoetzer
                                             #AgencyBlueprint
3) Understand Your Limits.

One full-time employee = 120 – 140 hours of client services per month

  • Do we have the right leadership team in place?
  • Is our current staff happy and motivated?
  • Are the processes in place to effectively handle growth?
  • How will changes affect payroll and productivity?




                                                                @PaulRoetzer
                                                               #AgencyBlueprint
4) Find Reliable Advisors and Mentors.


        • Finance
        • Technology
        • Human resources
        • Legal
        • Accounting




                                          @PaulRoetzer
                                         #AgencyBlueprint
5) Create a Funding Runway.


• Forecast your monthly expenses as you grow.
• Identify and nurture funding sources.
• The best time to pursue funding is when you don’t need it.




                                                            @PaulRoetzer
                                                           #AgencyBlueprint
Realities of Costs, Funding & Cash Flow
What You Need to Know


1.   Build a stable, profitable business.
2.   Understand your value.
3.   Explore your options.
4.   Ensure you can service the debt.
5.   Never lose sight of cash flow.
6.   Know your exit strategy.




                                             @PaulRoetzer
                                            #AgencyBlueprint
Agility, Mobility & the Cloud
The Blueprint Series Presented by HubSpot
              Moving to the Cloud
     The Blueprint Series Presented by HubSpot

1.    Solve real business problems.
2.    Reduce redundancies and avoid feature overload.
3.    Have an integration plan.
4.    Know the risks and challenges.




                              Photo: karindalziel
                                                         @PaulRoetzer
                                                        #AgencyBlueprint
Things to consider when evaluating a solution

• What problem will it solve?
• Will it enable us to improve efficiency, productivity, or
  profitability?
• Will it increase the value and results we deliver to clients?
• Will it reduce IT costs?
• Will it create a more secure, stable and reliable technology
  infrastructure?




                                                                   @PaulRoetzer
                                                                  #AgencyBlueprint
The Blueprint Series Presented by HubSpot
     Internal Social Network: Yammer
  The Blueprint Series Presented by HubSpot


• Post links and resources.
• Manage client services through dedicated groups.
• Add daily agency notes and highlights.
• Encourage collaboration and knowledge transfer.
• Perpetuate culture.
• Keep mobile workforce connected.
• Create real-time communications channels with external client
  networks.



                                                           @PaulRoetzer
                                                          #AgencyBlueprint
The Blueprint Series Presented by HubSpot
   Internal Social Network: Yammer
The Blueprint Series Presented by HubSpot




                                       @PaulRoetzer
                                      #AgencyBlueprint
The Blueprint Series Presented by HubSpot
   Internal Social Network: Yammer
The Blueprint Series Presented by HubSpot




                                       @PaulRoetzer
                                      #AgencyBlueprint
The Blueprint Series Presented by HubSpot
Customer Relations Management (CRM): Highrise
   The Blueprint Series Presented by HubSpot


 • Manage all agency contacts — clients, partners, leads, media, etc.
 • Track important notes, calls, meetings and emails.
 • Provide 24/7 management insight into client services.
 • Give employees opportunities for continuous learning through
   ambient knowledge.
 • Track new business deals and manage the lead nurturing process.
 • Integrate with web lead forms and HubSpot through APIs.




                                                              @PaulRoetzer
                                                             #AgencyBlueprint
The Blueprint Series Presented by HubSpot
Customer Relations Management (CRM): Highrise
   The Blueprint Series Presented by HubSpot
The Blueprint Series Presented by HubSpot
Customer Relations Management (CRM): Highrise
   The Blueprint Series Presented by HubSpot




                                        @PaulRoetzer
                                       #AgencyBlueprint
The Blueprint Series Presented by HubSpot
Project and Campaign Management: Basecamp
  The Blueprint Series Presented by HubSpot


• Create dedicated client centers.
• Manage client campaigns with tasks, messages, milestones and
  events.
• Maintain content marketing editorial calendars.
• Provide management dashboard of all agency tasks by project
  and by employee.




                                                          @PaulRoetzer
                                                         #AgencyBlueprint
The Blueprint Series Presented by HubSpot
Project and Campaign Management: Basecamp
  The Blueprint Series Presented by HubSpot




                                       @PaulRoetzer
                                      #AgencyBlueprint
The Blueprint Series Presented by HubSpot
Project and Campaign Management: Basecamp
  The Blueprint Series Presented by HubSpot




                                       @PaulRoetzer
                                      #AgencyBlueprint
The Blueprint Series Presented by HubSpot
          Time Tracking: FunctionFox
   The Blueprint Series Presented by HubSpot




• Maintain accurate time sheets.
• Monitor agency-wide efficiency and productivity.
• Create client activity reports.
• Analyze employee performance and client hours.
• Adjust pricing based on historical data.




                                                      @PaulRoetzer
                                                     #AgencyBlueprint
The Blueprint Series Presented by HubSpot
       Time Tracking: FunctionFox
The Blueprint Series Presented by HubSpot




                                       @PaulRoetzer
                                      #AgencyBlueprint
The Blueprint Series Presented by HubSpot
       Time Tracking: FunctionFox
The Blueprint Series Presented by HubSpot




                                       @PaulRoetzer
                                      #AgencyBlueprint
Content: Zerys for Agencies




                               @PaulRoetzer
                              #AgencyBlueprint
Content: Zerys for Agencies


    • Client discovery
    • Keyword research
    • Writer marketplace
    • Project management
    • Plagiarism detection
    • Export and auto-publish
    • Analytics integration




                                 @PaulRoetzer
                                #AgencyBlueprint
The Blueprint Series Presented by HubSpot
         The Mobile Workforce
The Blueprint Series Presented by HubSpot




                                       @PaulRoetzer
                                      #AgencyBlueprint
Integration:
The Era of Integrated Services
The Service Mix




                   @PaulRoetzer
                  #AgencyBlueprint
@PaulRoetzer
#AgencyBlueprint
Meet the Demand for Digital & Integration



• Invest the time and training needed to build capabilities and expertise.
• Make digital part of your firm’s DNA.
• Hire and train hybrid professionals.
• Become a doer. Make your agency a case study.




                                                                 @PaulRoetzer
                                                                #AgencyBlueprint
Meet the Demand for Digital & Integration



• Avoid shortcuts (i.e. resist the dark side of digital).
• Build service packages around integrated campaigns.
• Concentrate on content. Become a publisher.
• Create agency partnerships to enhance your service offerings.




                                                               @PaulRoetzer
                                                              #AgencyBlueprint
Deliver Results
Become Measurement Geeks

  • Learn to love data.
  • Integrate measurement tools.
  • Train analysts.
  • Practice on your agency.
  • Tie to services.
  • Dig into the data.




                                    @PaulRoetzer
                                   #AgencyBlueprint
Use Analytics to Adapt

• Review analytics reports as part of daily campaign management duties.
• Communicate insights to clients in real time.
• Talk about client analytics as part of your daily meetings.
• Integrate analytics into weekly account manager Yammer updates.
• Conduct internal training sessions on how to process and interpret data.




                                                                @PaulRoetzer
                                                               #AgencyBlueprint
Activate Builders & Drivers



• Builders lay the groundwork for future success. They are
 essential, but not always measurable in the short term.
• Drivers make things happen. They are marketing activities
 that deliver results.




                                                         @PaulRoetzer
                                                        #AgencyBlueprint
Builders

• Market research
• Brand positioning
• Website development
• SEO
• Copywriting
• Social media




                                  @PaulRoetzer
                                 #AgencyBlueprint
Drivers

• Lead nurturing
• Email newsletters
• Social networking
• PR
• ebooks
• Webinars
• Mobile apps
• Blogging




                                 @PaulRoetzer
                                #AgencyBlueprint
The Evolution of Service Packages
@PaulRoetzer
#AgencyBlueprint
Value-Based Pricing
The guiding principle was that set prices had to be value based,
meaning they were to be determined based on perceived and
     actual value rather than the number of billable hours
                something takes to complete.

        — The Marketing Agency Blueprint, Chapter 1
Core Elements

• It is possible to achieve economies of scale in the production and
  delivery of services.
• Set prices enable firms to package services for specific market
  segments, such as franchises, and dramatically reduce business
  development time.
• If you can define the scope, then you can standardize the service
  and assign a set price.
• They must be value based.
• Transparency creates more qualified leads.




                                                             @PaulRoetzer
                                                            #AgencyBlueprint
Value-Based Pricing Variables


•   Estimated hours (at
    peak efficiency)
•   Hourly revenue target
•   Costs
•   Perceived value
•   Builder vs. driver
•   Loss leader
•   Service level




                                             @PaulRoetzer
                                            #AgencyBlueprint
Hourly Revenue Target Example

   • CEO = 600 hours (50/month)
   • VP = 960 hours (80/month)
   • Senior AE = 1,200 hours (100/month)
   • AE = 1,440 hours (120/month)
   • Asst AE = 1,680 hours (140/month)
   • TOTAL = 5,880 hours

  Target of $120,000 per employee or $600,000
  $600,000/5,880 = $102 per hour (HRT)




                                                 @PaulRoetzer
                                                #AgencyBlueprint
Calculating Revenue Efficiency Rates

       RER = [(Price – Costs)/Hours]/HRT

   Price = $20,000
   Costs = $8,000 (outside contractor)
   Gross Profit = $12,0000
   Hours = 120
   Hourly Revenue Target = $100

  A: [($20,000 - $8,000)/120]/100= 100 percent

  B: [($20,000 - $8,000)/180]/100= 67 percent


                                                  @PaulRoetzer
                                                 #AgencyBlueprint
Primary budget factor = content creation

            • Internal = time
            • Outsourced = money




                                       @PaulRoetzer
                                      #AgencyBlueprint
What does content cost?

   • Traditional = $1/word
   • Today = ???




                              @PaulRoetzer
                             #AgencyBlueprint
The Cost of Inefficiency
The Case of a Press Release: Scenario 1
               Professional A

            • Hourly rate = $150
            • Hours to complete = 3
            • Cost = $450




                                           @PaulRoetzer
                                          #AgencyBlueprint
The Case of a Press Release: Scenario 2
                       Professional B

• Original draft ($150/hr) = 5 hrs or $750
• Sr Assoc edit/review ($250/hr) = 1.25 hrs or $312.50
• Edits ($150/hr) = 0.50 hrs or $75
• Sr Assoc final edit ($250/hr) = 0.50 or $125
• Total = 7.25 hrs or $1,262.50


            • Professional A = 3 hrs @ $450
            • Professional B = 7.25 hrs @ $1,262.50



                                                          @PaulRoetzer
                                                         #AgencyBlueprint
Inefficiency Factors

• Distractions: Marketing agency professionals are multitaskers.
• Time tracking: Clients pay for time that never happened, or they
  pay for part of our attention.
• Motivation: The value of an employee to an agency is directly
  tied to how many hours they log, and how many get billed.
  What’s the benefit of being efficient in that model?




                                                            @PaulRoetzer
                                                           #AgencyBlueprint
The Efficiency Variance
  All services, and clients, are not equal. There will be variances,
  and that’s OK. Build for the long-term.

• Invest in core clients through account development services.
• The agency, not the client, should pay for professional
  development.
• Take chances with your pricing strategy.
• Use client campaigns to develop new capabilities (i.e. expand
  services).
• Establish loss-leader services.




                                                                @PaulRoetzer
                                                               #AgencyBlueprint
GamePlan:
Market Brand and Sell Services
The GamePlan in Action


• Step 1: Clearly define and differentiate your brand.

• Step 2: Design and deploy a content-driven website.

• Step 3: Go beyond prospects, and consider the impact of your marketing
  efforts on all audiences.

• Step 4: Establish measurable and meaningful campaign objectives
  designed to achieve the primary goals of leads and loyalty.




                                                              @PaulRoetzer
                                                             #AgencyBlueprint
The GamePlan in Action


• Step 5: Build an integrated campaign: brand, website, search, social media,
  content and PR.

• Step 6: Establish dynamic budgets that can be easily shifted based on
  campaign performance and analytics.

• Step 7: Define campaign timelines with milestones, tasks and
  responsibilities.

• Step 8: Measure everything, and be willing to adapt and evolve.




                                                                  @PaulRoetzer
                                                                 #AgencyBlueprint
Top Lead Generators


• Pricing strategy and service model
• Brand positioning
• Referrals
• Original content
• Personal brands
• Service marketplaces
• Agency partners
• Niche markets
• Networking (the traditional kind)

                                        @PaulRoetzer
                                       #AgencyBlueprint
The Sales System
Sales Philosophy

• Growth in model agencies is driven by the need to attract and
  retain talent.
• The key to a successful sales system is balance.
• You need the right infrastructure and personnel in place to
  meet current needs for lead generation, and make your system
  scalable to long-term goals.
• Don’t let others pressure you to grow beyond your means.
  Only you know what’s best for your firm.




                                                              @PaulRoetzer
                                                             #AgencyBlueprint
Questions to Consider


• What are our lead sources?
• How many (quality) leads to we
  generate per month? How many do
  we need?
• What’s our conversion rate? How do
  we improve it?
• How do we rank and prioritize leads?
• How do we track progress through the
  funnel?




                                            @PaulRoetzer
                                           #AgencyBlueprint
Questions to Consider
• How do we gain intelligence into our leads?
• Who is responsible for lead gen, nurturing and sales?
• What are we doing to nurture leads?
• How efficient and effective are our sales efforts?




                                                           @PaulRoetzer
                                                          #AgencyBlueprint
GamePlan Keys

               “Doing is the key to differentiation.”

• Be original, or at least put an original spin on your brand
  positioning.
• Clearly establish the agency brand, and then give your team
  the freedom and support to build theirs.
• We need fewer talkers and thinkers, and more doers.
• Use content and community to build preference and loyalty.
• Run integrated campaigns focused on search, social, content
  and PR. Prove your abilities by doing it for yourself.




                                                                 @PaulRoetzer
                                                                #AgencyBlueprint
Client Services Series:
           A Year in the Life of a Hypothetical B2B Account
                       (Coming in October 2012)

                     • Session 1: The Marketing Assessment
                     • Session 2: The Scorecard
                     • Session 3: The GamePlan
                     • Session 4: The Honeymoon (Q1)
                     • Session 5: The Reality (Q2)
                     • Session 6: The Tipping Point (Q3)
                     • Session 7: The Renewal (Q4)


                    www.MarketingAgencyInsider.com
promo code: cmw15
Open Forum

• Are writer marketplaces the answer for agencies?
• How do you balance quality with quantity?
• How do you align services and results with expectations?
• How do you achieve and increase profitability?
• Where do you look for talent?
• Is integration of services (search, content, social, PR, web,
    mobile) essential?
•   What are your personal career goals? How about business goals?
•   What are your greatest pain points as an agency?
•   How do you feel about content services pricing trends?




                                                             @PaulRoetzer
                                                            #AgencyBlueprint

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Building and Growing Your Content/Inbound Marketing Agency and Consulting Practice

  • 1. Building and Growing Your Content Marketing Agency Paul Roetzer PR 20/20 @PaulRoetzer• #cmworld
  • 2. “Invest in real, valuable, relevant content that your audience wants. . . . Take the time to make it so compelling that people talk about it and share it. — Ken Krogue, Forbes “The Death of SEO: The Rise of Social, PR, and Real Content” July 20, 2012
  • 3. Agenda • Transformation: A Evolving Industry and Ecosystem • Talent: Rise of Hybrid Professionals • Infrastructure: Build to Scale • Integration: The Era of Integrated Services • GamePlan: Market Brand and Sell Services • Open Forum @PaulRoetzer #AgencyBlueprint
  • 4. Open Forum • Are writer marketplaces the answer for agencies? • How do you balance quality with quantity? • How do you align expectations with services and results? • How do you achieve and increase profitability? • Where do you look for talent? • Is integration of services (search, content, social, PR, web, mobile) essential? • What are your personal career goals? How about business goals? • What are your greatest pain points as an agency? • How do you feel about content services pricing trends? @PaulRoetzer #AgencyBlueprint
  • 6. “It’s not about who we are, but what we, as marketing agencies, have the potential to be.” @PaulRoetzer #AgencyBlueprint
  • 7. Rise of the Hybrids • Tech savvy • Integrated services • Versatile talent • Diversified revenue @PaulRoetzer #AgencyBlueprint
  • 8. Cause and Effect: The Catalysts
  • 9. 1) Change Velocity • Technology innovation • Consumer behavior • Business software • Online applications • Communication patterns • Marketing philosophies • Agency management systems • Client services @PaulRoetzer #AgencyBlueprint
  • 10. 60% of marketers plan to increase their content marketing spending in 2012. @PaulRoetzer #AgencyBlueprint
  • 12. Forrester forecasts interactive marketing spending will reach $77 billion by 2016. @PaulRoetzer #AgencyBlueprint
  • 13. 2) Selective Consumption • Basic principle behind inbound marketing • Consumers tuning out traditional marketing • Brands lose control, but gain loyalty • Shifting budgets to digital • Expanded and integrated services @PaulRoetzer #AgencyBlueprint
  • 14. 80% of chief marketing officers think integrated services will increase in importance over the next five years, according to a study by The Horn Group and Kelton Research.
  • 15. However, in the same study, 60% of CMOs indicated that they are unable to find an integrated firm to meet those needs.
  • 16. 3) Success Factors @PaulRoetzer #AgencyBlueprint
  • 19. Custom Marketing Performance Scorecards @PaulRoetzer #AgencyBlueprint
  • 20. The 10 Rules of Transformation 1. Eliminate billable hours. 2. Transform into a hybrid. 3. Think talent and team. 4. Build a scalable infrastructure. 5. Devise an inbound marketing gameplan. 6. Control the sales funnel. 7. Commit to clients. 8. Deliver results. 9. Embrace failure. 10. Pursue purpose. @PaulRoetzer #AgencyBlueprint
  • 21. 1) Eliminate Billable Hours “Inefficiency is the enemy of success.” • Billable hours are tied to outputs, not outcomes. • Clients should not pay for agency inefficiencies. • We are multi-taskers—distractions lead to higher costs, lower quality. • Prices should be value based, and results driven. @PaulRoetzer #AgencyBlueprint
  • 22. 2) Transform into a Hybrid “A real-time world demands real-time agencies.” • Every firm is a tech firm. It requires immersion and integration. • Services must be integrated, and silos removed. • Digital is ingrained into the firm’s DNA. • Maintain diversified revenue streams—services, education, training, publishing, and licensing. • Find your role in the emerging ecosystem. • Collaboration will drive success.
  • 23. 3) Think Talent and Team “Talent cannot be replicated.” • Talent is your firm’s greatest asset. • Build through the draft. Bring in free agents to accelerate growth and take your agency to the next level. • Recruit and retain A players—high performers who themselves are hybrids. • Create a career destination, not a steppingstone. @PaulRoetzer #AgencyBlueprint
  • 24. 4) Build a Scalable Infrastructure “The best plan is to prepare for perpetual change.” • Make decisions that fit your growth goals. This includes hardware, software, staffing, partnerships, advisors and office space. • Plan for current (0-12 months) and short-term needs (1-3 years), with contingencies for the midterm (3-5 years). • Expansion is driven by the desire to attract and retain talent. • Agencies are bound by the limitations of human resources. • Build agile systems in the cloud, and rely on trusted solution providers. @PaulRoetzer #AgencyBlueprint
  • 25. 5) Devise an Inbound Marketing GamePlan “Doing is the key to differentiation.” • Be original, or at least put an original spin on your brand positioning. • Clearly establish the agency brand, and then give your team the freedom and support to build theirs. • We need fewer talkers and thinkers, and more doers. • Use content and community to build preference and loyalty. • Run integrated campaigns focused on search, social, content and PR. Prove your abilities by doing it for yourself. @PaulRoetzer #AgencyBlueprint
  • 26. 6) Control the Sales Funnel “Everything is sales.” • Capture new leads and fill the top of the sales funnel. • Nurture leads through the middle of the funnel. • Personalize communications and outreach based on a lead’s interests and past interactions. • Analyze every step of the way, and tweak activities based on historical performance and lead responses. @PaulRoetzer #AgencyBlueprint
  • 27. 7) Commit to Clients “All clients are not created equal.” • Loyal clients lead to higher retention rates, greater profit margins, more predictable cash flow, and stronger referrals. • The greatest value you can bring to clients is staffing their accounts with A players. • Time-tracking, project-management and CRM solutions are essential. • The best partnerships have shared values and complementary cultures. • Case studies are rarely made of conservative companies. @PaulRoetzer #AgencyBlueprint
  • 28. 8) Deliver Results “An agency’s value is measured in outcomes.” • Marketing executives—your clients—are drowning in data. • Prototype agencies turn information into intelligence, and intelligence into action. • Shift away from arbitrary metrics—impressions, reach, ad equivalency and PR value. • Adapt to changing business environments and evolve client campaigns in real time. • Activate builders and drivers. @PaulRoetzer #AgencyBlueprint
  • 29. 9) Embrace Failure “Never hesitate to head in a direction others fear.” • If your model is broke, fix it. Don’t ignore your instincts for change. • Someone, or something, will eventually disrupt your agency, it might as well be you. • Fear of failure trickles down to employees, and into client campaigns. Make is safe for employees to fail. • Disruptors thrive on change, easily tire of tradition, and pride themselves on their agility. They excel at taking calculated risks. @PaulRoetzer #AgencyBlueprint
  • 30. 10) Pursue Purpose “It is purpose, not profits, which defines an agency.” • True entrepreneurs must affect change. • An agency’s purpose may be innate and unspoken at first, residing in the minds of its leaders. • Purpose evolves as the agency and its employees mature. • Success is not easy, but things worth achieving never are. @PaulRoetzer #AgencyBlueprint
  • 31. “Purpose eases the pain of the long hours and gives you the fortitude to fail. It makes menial tasks meaningful, and serves as the pivotal piece of your employee recruitment and retention strategy.” The Marketing Agency Blueprint
  • 32. Talent: Rise of the Hybrid Professionals
  • 33. “High performers—the A players—contribute more, innovate more, work smarter, earn more trust, display more resourcefulness, take more initiative, develop better business strategies, articulate their vision more passionately, implement change more effectively, deliver higher-quality work, demonstrate greater teamwork, and find ways to get the job done in less time with less cost.” — Bradford D. Smart, PhD, Topgrading
  • 34. Hybrid Professional Traits • Analyst • Creative • Intrinsically motivated • Listener • Social web savvy • Strategic • Tech savvy • Team player • Writer @PaulRoetzer #AgencyBlueprint
  • 35. What makes for great content? • Strategic • Brand centric • Buyer persona focused • Optimized for search engines • Technically sound • Creative • Results driven Source: 7 Key Elements of Great Business Content @PaulRoetzer #AgencyBlueprint
  • 36. Buyer persona focused content • Make personal connections • Address pain points and bring value • Demonstrate a clear understanding of your audiences, and know how to engage them • Promote and deliver in their preferred format @PaulRoetzer #AgencyBlueprint
  • 37. The Draft & Free Agency • Do not push growth beyond your ability to service it. • Build from within through your own systems and standards. • Identify and nurture high-potential talent. • Beware of the patience of potential: commitment, perspective and speed. • Bring in seasoned talent — the free agents — when the time is right. • Understand implications of higher-priced talent on efficiency, productivity and profitability. Photo Credit: Sports TV Jobs @PaulRoetzer #AgencyBlueprint
  • 38. The Creative Group 2012 Salary Guide
  • 39. The Creative Group 2012 Salary Guide @PaulRoetzer #AgencyBlueprint
  • 40. When is it Time to Hire?
  • 41. The Blueprint Series Presented by HubSpot Outsourcing vs. Hiring The Blueprint Series Presented by HubSpot • Values • Services • Pricing • Process • Performance • Financial strength @PaulRoetzer #AgencyBlueprint
  • 42. The Blueprint Series Presented by HubSpot Content Outsourcing Considerations The Blueprint Series Presented by HubSpot • Do you need niche expertise? • Is it cost prohibitive to use internal resources? • Can you compete on price? • If the client outsources to a 3rd party, can you control quality? • Is writing a core competency? • Do you have the ability to scale production? • Do you have a deep enough talent pipeline? • What’s your capacity for content growth? @PaulRoetzer #AgencyBlueprint
  • 43. Know Your Capacity • Soft capacity = Monthly service-hour threshold at peak efficiency. Includes room to flex above for major projects and campaign fluctuations. • Absolute capacity = The danger zone, usually 20% above soft capacity. Your team is spread too thin, deadlines will be missed and quality will suffer. @PaulRoetzer #AgencyBlueprint
  • 44. Define Ahead-of-Need Triggers • Major growth initiatives • Significant demand from new partnerships • Deep new business pipeline • Transitioning of underperforming employees • Understaffed core accounts • Opportunity to land high-potential A player @PaulRoetzer #AgencyBlueprint
  • 46. Infrastructure: The structures and systems that facilitate the production and delivery of agency services. Any physical or organizational element required to run and grow your agency. Core components include financial systems, information technology (IT), management systems and human resources. — The Marketing Agency Blueprint, Chapter 4
  • 47. What are Your Business Goals? • Revenue • Employee size • Profits • Geographic expansion • Personal wealth • Work/life balance @PaulRoetzer #AgencyBlueprint
  • 48. What are you building? • How will you define success? • What are your greatest strengths? • What are your greatest weaknesses? • Are you in the financial position to take the risks needed? • Do you have the ability to recruit and retain top talent? • Will you be happy running a business, rather than doing the work? @PaulRoetzer #AgencyBlueprint
  • 49. Needs and Timing • Current = Next 12 months • Short Term = 1 – 3 years • Midterm = 3 – 5 years • Long Term = More than 5 years @PaulRoetzer #AgencyBlueprint
  • 50. PR 20/20 Example (2008) • Reached five employees • Used 2x – 3x scale to guide decisions • Revenue went from $200,000 to $400,000 • Upgraded office space, phone systems, Internet service, hardware, internal network • Secured option on adjacent office space • Accommodated current and short-term needs, with contingency for future expansion • $50,000+ investment @PaulRoetzer #AgencyBlueprint
  • 52. 1) Prepare for Perpetual Change. @PaulRoetzer #AgencyBlueprint
  • 53. 2) Build through Trusted Providers. • Performance history • Transparency • Stability • Continuous innovation • Customer/community support @PaulRoetzer #AgencyBlueprint
  • 54. 3) Understand Your Limits. One full-time employee = 120 – 140 hours of client services per month • Do we have the right leadership team in place? • Is our current staff happy and motivated? • Are the processes in place to effectively handle growth? • How will changes affect payroll and productivity? @PaulRoetzer #AgencyBlueprint
  • 55. 4) Find Reliable Advisors and Mentors. • Finance • Technology • Human resources • Legal • Accounting @PaulRoetzer #AgencyBlueprint
  • 56. 5) Create a Funding Runway. • Forecast your monthly expenses as you grow. • Identify and nurture funding sources. • The best time to pursue funding is when you don’t need it. @PaulRoetzer #AgencyBlueprint
  • 57. Realities of Costs, Funding & Cash Flow
  • 58. What You Need to Know 1. Build a stable, profitable business. 2. Understand your value. 3. Explore your options. 4. Ensure you can service the debt. 5. Never lose sight of cash flow. 6. Know your exit strategy. @PaulRoetzer #AgencyBlueprint
  • 59. Agility, Mobility & the Cloud
  • 60. The Blueprint Series Presented by HubSpot Moving to the Cloud The Blueprint Series Presented by HubSpot 1. Solve real business problems. 2. Reduce redundancies and avoid feature overload. 3. Have an integration plan. 4. Know the risks and challenges. Photo: karindalziel @PaulRoetzer #AgencyBlueprint
  • 61. Things to consider when evaluating a solution • What problem will it solve? • Will it enable us to improve efficiency, productivity, or profitability? • Will it increase the value and results we deliver to clients? • Will it reduce IT costs? • Will it create a more secure, stable and reliable technology infrastructure? @PaulRoetzer #AgencyBlueprint
  • 62. The Blueprint Series Presented by HubSpot Internal Social Network: Yammer The Blueprint Series Presented by HubSpot • Post links and resources. • Manage client services through dedicated groups. • Add daily agency notes and highlights. • Encourage collaboration and knowledge transfer. • Perpetuate culture. • Keep mobile workforce connected. • Create real-time communications channels with external client networks. @PaulRoetzer #AgencyBlueprint
  • 63. The Blueprint Series Presented by HubSpot Internal Social Network: Yammer The Blueprint Series Presented by HubSpot @PaulRoetzer #AgencyBlueprint
  • 64. The Blueprint Series Presented by HubSpot Internal Social Network: Yammer The Blueprint Series Presented by HubSpot @PaulRoetzer #AgencyBlueprint
  • 65. The Blueprint Series Presented by HubSpot Customer Relations Management (CRM): Highrise The Blueprint Series Presented by HubSpot • Manage all agency contacts — clients, partners, leads, media, etc. • Track important notes, calls, meetings and emails. • Provide 24/7 management insight into client services. • Give employees opportunities for continuous learning through ambient knowledge. • Track new business deals and manage the lead nurturing process. • Integrate with web lead forms and HubSpot through APIs. @PaulRoetzer #AgencyBlueprint
  • 66. The Blueprint Series Presented by HubSpot Customer Relations Management (CRM): Highrise The Blueprint Series Presented by HubSpot
  • 67. The Blueprint Series Presented by HubSpot Customer Relations Management (CRM): Highrise The Blueprint Series Presented by HubSpot @PaulRoetzer #AgencyBlueprint
  • 68. The Blueprint Series Presented by HubSpot Project and Campaign Management: Basecamp The Blueprint Series Presented by HubSpot • Create dedicated client centers. • Manage client campaigns with tasks, messages, milestones and events. • Maintain content marketing editorial calendars. • Provide management dashboard of all agency tasks by project and by employee. @PaulRoetzer #AgencyBlueprint
  • 69. The Blueprint Series Presented by HubSpot Project and Campaign Management: Basecamp The Blueprint Series Presented by HubSpot @PaulRoetzer #AgencyBlueprint
  • 70. The Blueprint Series Presented by HubSpot Project and Campaign Management: Basecamp The Blueprint Series Presented by HubSpot @PaulRoetzer #AgencyBlueprint
  • 71. The Blueprint Series Presented by HubSpot Time Tracking: FunctionFox The Blueprint Series Presented by HubSpot • Maintain accurate time sheets. • Monitor agency-wide efficiency and productivity. • Create client activity reports. • Analyze employee performance and client hours. • Adjust pricing based on historical data. @PaulRoetzer #AgencyBlueprint
  • 72. The Blueprint Series Presented by HubSpot Time Tracking: FunctionFox The Blueprint Series Presented by HubSpot @PaulRoetzer #AgencyBlueprint
  • 73. The Blueprint Series Presented by HubSpot Time Tracking: FunctionFox The Blueprint Series Presented by HubSpot @PaulRoetzer #AgencyBlueprint
  • 74. Content: Zerys for Agencies @PaulRoetzer #AgencyBlueprint
  • 75. Content: Zerys for Agencies • Client discovery • Keyword research • Writer marketplace • Project management • Plagiarism detection • Export and auto-publish • Analytics integration @PaulRoetzer #AgencyBlueprint
  • 76. The Blueprint Series Presented by HubSpot The Mobile Workforce The Blueprint Series Presented by HubSpot @PaulRoetzer #AgencyBlueprint
  • 77. Integration: The Era of Integrated Services
  • 78. The Service Mix @PaulRoetzer #AgencyBlueprint
  • 79.
  • 81. Meet the Demand for Digital & Integration • Invest the time and training needed to build capabilities and expertise. • Make digital part of your firm’s DNA. • Hire and train hybrid professionals. • Become a doer. Make your agency a case study. @PaulRoetzer #AgencyBlueprint
  • 82. Meet the Demand for Digital & Integration • Avoid shortcuts (i.e. resist the dark side of digital). • Build service packages around integrated campaigns. • Concentrate on content. Become a publisher. • Create agency partnerships to enhance your service offerings. @PaulRoetzer #AgencyBlueprint
  • 84. Become Measurement Geeks • Learn to love data. • Integrate measurement tools. • Train analysts. • Practice on your agency. • Tie to services. • Dig into the data. @PaulRoetzer #AgencyBlueprint
  • 85. Use Analytics to Adapt • Review analytics reports as part of daily campaign management duties. • Communicate insights to clients in real time. • Talk about client analytics as part of your daily meetings. • Integrate analytics into weekly account manager Yammer updates. • Conduct internal training sessions on how to process and interpret data. @PaulRoetzer #AgencyBlueprint
  • 86. Activate Builders & Drivers • Builders lay the groundwork for future success. They are essential, but not always measurable in the short term. • Drivers make things happen. They are marketing activities that deliver results. @PaulRoetzer #AgencyBlueprint
  • 87. Builders • Market research • Brand positioning • Website development • SEO • Copywriting • Social media @PaulRoetzer #AgencyBlueprint
  • 88. Drivers • Lead nurturing • Email newsletters • Social networking • PR • ebooks • Webinars • Mobile apps • Blogging @PaulRoetzer #AgencyBlueprint
  • 89. The Evolution of Service Packages
  • 90.
  • 91.
  • 94. The guiding principle was that set prices had to be value based, meaning they were to be determined based on perceived and actual value rather than the number of billable hours something takes to complete. — The Marketing Agency Blueprint, Chapter 1
  • 95. Core Elements • It is possible to achieve economies of scale in the production and delivery of services. • Set prices enable firms to package services for specific market segments, such as franchises, and dramatically reduce business development time. • If you can define the scope, then you can standardize the service and assign a set price. • They must be value based. • Transparency creates more qualified leads. @PaulRoetzer #AgencyBlueprint
  • 96. Value-Based Pricing Variables • Estimated hours (at peak efficiency) • Hourly revenue target • Costs • Perceived value • Builder vs. driver • Loss leader • Service level @PaulRoetzer #AgencyBlueprint
  • 97. Hourly Revenue Target Example • CEO = 600 hours (50/month) • VP = 960 hours (80/month) • Senior AE = 1,200 hours (100/month) • AE = 1,440 hours (120/month) • Asst AE = 1,680 hours (140/month) • TOTAL = 5,880 hours Target of $120,000 per employee or $600,000 $600,000/5,880 = $102 per hour (HRT) @PaulRoetzer #AgencyBlueprint
  • 98. Calculating Revenue Efficiency Rates RER = [(Price – Costs)/Hours]/HRT Price = $20,000 Costs = $8,000 (outside contractor) Gross Profit = $12,0000 Hours = 120 Hourly Revenue Target = $100 A: [($20,000 - $8,000)/120]/100= 100 percent B: [($20,000 - $8,000)/180]/100= 67 percent @PaulRoetzer #AgencyBlueprint
  • 99. Primary budget factor = content creation • Internal = time • Outsourced = money @PaulRoetzer #AgencyBlueprint
  • 100. What does content cost? • Traditional = $1/word • Today = ??? @PaulRoetzer #AgencyBlueprint
  • 101. The Cost of Inefficiency
  • 102. The Case of a Press Release: Scenario 1 Professional A • Hourly rate = $150 • Hours to complete = 3 • Cost = $450 @PaulRoetzer #AgencyBlueprint
  • 103. The Case of a Press Release: Scenario 2 Professional B • Original draft ($150/hr) = 5 hrs or $750 • Sr Assoc edit/review ($250/hr) = 1.25 hrs or $312.50 • Edits ($150/hr) = 0.50 hrs or $75 • Sr Assoc final edit ($250/hr) = 0.50 or $125 • Total = 7.25 hrs or $1,262.50 • Professional A = 3 hrs @ $450 • Professional B = 7.25 hrs @ $1,262.50 @PaulRoetzer #AgencyBlueprint
  • 104. Inefficiency Factors • Distractions: Marketing agency professionals are multitaskers. • Time tracking: Clients pay for time that never happened, or they pay for part of our attention. • Motivation: The value of an employee to an agency is directly tied to how many hours they log, and how many get billed. What’s the benefit of being efficient in that model? @PaulRoetzer #AgencyBlueprint
  • 105. The Efficiency Variance All services, and clients, are not equal. There will be variances, and that’s OK. Build for the long-term. • Invest in core clients through account development services. • The agency, not the client, should pay for professional development. • Take chances with your pricing strategy. • Use client campaigns to develop new capabilities (i.e. expand services). • Establish loss-leader services. @PaulRoetzer #AgencyBlueprint
  • 106. GamePlan: Market Brand and Sell Services
  • 107. The GamePlan in Action • Step 1: Clearly define and differentiate your brand. • Step 2: Design and deploy a content-driven website. • Step 3: Go beyond prospects, and consider the impact of your marketing efforts on all audiences. • Step 4: Establish measurable and meaningful campaign objectives designed to achieve the primary goals of leads and loyalty. @PaulRoetzer #AgencyBlueprint
  • 108. The GamePlan in Action • Step 5: Build an integrated campaign: brand, website, search, social media, content and PR. • Step 6: Establish dynamic budgets that can be easily shifted based on campaign performance and analytics. • Step 7: Define campaign timelines with milestones, tasks and responsibilities. • Step 8: Measure everything, and be willing to adapt and evolve. @PaulRoetzer #AgencyBlueprint
  • 109. Top Lead Generators • Pricing strategy and service model • Brand positioning • Referrals • Original content • Personal brands • Service marketplaces • Agency partners • Niche markets • Networking (the traditional kind) @PaulRoetzer #AgencyBlueprint
  • 111. Sales Philosophy • Growth in model agencies is driven by the need to attract and retain talent. • The key to a successful sales system is balance. • You need the right infrastructure and personnel in place to meet current needs for lead generation, and make your system scalable to long-term goals. • Don’t let others pressure you to grow beyond your means. Only you know what’s best for your firm. @PaulRoetzer #AgencyBlueprint
  • 112. Questions to Consider • What are our lead sources? • How many (quality) leads to we generate per month? How many do we need? • What’s our conversion rate? How do we improve it? • How do we rank and prioritize leads? • How do we track progress through the funnel? @PaulRoetzer #AgencyBlueprint
  • 113. Questions to Consider • How do we gain intelligence into our leads? • Who is responsible for lead gen, nurturing and sales? • What are we doing to nurture leads? • How efficient and effective are our sales efforts? @PaulRoetzer #AgencyBlueprint
  • 114. GamePlan Keys “Doing is the key to differentiation.” • Be original, or at least put an original spin on your brand positioning. • Clearly establish the agency brand, and then give your team the freedom and support to build theirs. • We need fewer talkers and thinkers, and more doers. • Use content and community to build preference and loyalty. • Run integrated campaigns focused on search, social, content and PR. Prove your abilities by doing it for yourself. @PaulRoetzer #AgencyBlueprint
  • 115. Client Services Series: A Year in the Life of a Hypothetical B2B Account (Coming in October 2012) • Session 1: The Marketing Assessment • Session 2: The Scorecard • Session 3: The GamePlan • Session 4: The Honeymoon (Q1) • Session 5: The Reality (Q2) • Session 6: The Tipping Point (Q3) • Session 7: The Renewal (Q4) www.MarketingAgencyInsider.com promo code: cmw15
  • 116. Open Forum • Are writer marketplaces the answer for agencies? • How do you balance quality with quantity? • How do you align services and results with expectations? • How do you achieve and increase profitability? • Where do you look for talent? • Is integration of services (search, content, social, PR, web, mobile) essential? • What are your personal career goals? How about business goals? • What are your greatest pain points as an agency? • How do you feel about content services pricing trends? @PaulRoetzer #AgencyBlueprint

Hinweis der Redaktion

  1. Sources Impact of content farms Fixed project vs. per word Technical vs. creative You get what you pay for