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Crea%ng Insanely Great Customers Crea%ng Insanely Great B2B Content Stage by Stage Requirements Validate Value Expand Deploy Solu%on Explore Op%ons Evaluate Solu%ons Trigger Point Internal Buy In Business Case Purchase Refer Mike Connor | Principal | Spice Catalyst [email protected] Status Quo www.spicecatalyst.com

B2B Content Requirements By Funnel Stage

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Page 1: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

Crea%ng  Insanely  Great  B2B  Content  Stage  by  Stage  Requirements  

Validate  Value  

Expand  

Deploy  Solu%on  

Explore  Op%ons  

Evaluate  Solu%ons  

Trigger  Point  

Internal  Buy  In  

Business  Case  

Purchase    

Refer  

Mike  Connor  |  Principal  |  Spice  Catalyst  [email protected]  

Status  Quo  

www.spicecatalyst.com    

Page 2: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

What  will  this  presenta?on  do  for  you?  •  Help  develop  a  more  effec?ve  B2B  content  strategy  •  Save  ?me  •  Provide  a  great  star?ng  point  for  defining  your  stage  by  stage  requirements  

•  Requirements  for  the  internal  B2B  champion  at  each  stage  of  the  buyers  journey  to  ensure  they  become  an  “Insanely  Great  Customer”    

•  Sample  Descrip?ons  for  each  stage  include:  • What  the  champion  needs  to  accomplish  •  The  informa?on  they  need  •  The  best  way  for  you  to  provide  that  informa?on  •  The  experience  you  will  need  to  create  for  them  so  they  are  mo?vated  to  take  the  next  step  with  you  instead  of  your  compe??on  

What  does  it  cover?  

Page 3: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

You  have  a  lot  to  do!  The  demand  to  produce  great  B2B  content  is  skyrocke?ng!  

Page 4: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

Unfortunately.  .  .  you  aren’t  the  only  one  crea%ng  content  

You  

Prospects  

Page 5: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

So  the  obvious  ques%on  is.  .  .    “How  do  you  create  valuable,  differen%ated,  easy  to  find  and  use  content?”  

You  

Prospects  Content  that  leads  to  conversion  

Page 6: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

Food  for  thought  

#1  B2B  Marke%ng  2013  CMO  Impera%ve  •  Embed  personas  in  marke%ng  plans  • Map  the  buyers  journey  

•  Address  data  and  analy%c  skills  gaps  

•  Foster  collabora%on  across  marke%ng,  product  and  sales  silos  

Page 7: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

In  B2B  crea%ng  in-­‐depth  personas  is  key  to  crea%ng  great  content  

 

Content  that  leads  to  conversion  

Page 8: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

B2B  purchases  usually  involve  mul%ple  account  types  and  mul%ple  decision  makers  (personas)  

Page 9: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

The  Customer’s  Journey  provides  a  powerful  framework  for  defining  and  delivering  a  highly  effec?ve  content  strategy  

Validate  Value  

Expand  

Deploy  Solu%on  

Explore  Op%ons  

Evaluate  Solu%ons  

Trigger  Point  

Internal  Buy  In  

Business  Case  

Purchase    

Refer  

Status  Quo  

Page 10: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

To  create  personas  that  drive  conversion  requires  stage  by  stage  insight  into  each  persona’s  requirements  

Explore  Op%ons  

Evaluate  Solu%ons  

Internal  Buy  In  

Business  Case  

Validate  Value  

Expand  Use   Refer  Deploy  

Solu%on  Status  Quo  

Trigger  Point  

Purchase  

Page 11: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

•  Their  goals  /  desired  outcomes  

•  What  informa?on  they  need  and  in  what  form  

•  The  experience  you  need  to  provide  so  they  are  mo?vated  to  move  to  the  next  buying  stage  with  you  

In  addi%on  to  the  typical  Persona  you  will  need  to  know  

Page 12: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

Stage  based  Content  /  Experience  Requirements  

This  is  a  starter  set  focusing  on  the  Champion’s  needs  Actual  requirements  will  vary  by  product,  industry,  and  persona  

Validate  Value  

Expand  

Deploy  Solu%on  

Explore  Op%ons  

Evaluate  Solu%ons  

Status  Quo  

Trigger  Point  

Internal  Buy  In  

Business  Case  

Purchase    

Refer  

Page 13: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

Validate  Value  

Expand  

Deploy  Solu%on  

Explore  Op%ons  

Evaluate  Solu%ons  

Status  Quo  

Trigger  Point  

Internal  Buy  In  

Business  Case  

Purchase    

Refer  

Status  Quo:  Starts  before  prospects  know  they  need  a  solu?on  

Status  Quo  •  Excel  at  Job  

•  Stay  on  top  of  trends  &  drivers  

•  Leadership  insight  into  industry  and  func?on  trends  and  prac?ces  

•  Objec?ve  thought  leadership  on  their  industry  and  job  func?on  

•  Be  a  trusted  informa?on  source  •  Provide  objec?ve  informa?on  •  Deliver  be^er  insight  than  most  •  Make  it  easy  for  them  to  be  seen  

as  objec?ve  when  they  present  the  insight  you  provided  

Champion  Needs  /  Ac%ons  

Informa%on  needed  by  champion  

What  should  you  provide?  

The  experience  you  need  to  create?  

Page 14: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

Validate  Value  

Expand  

Deploy  Solu%on  

Explore  Op%ons  

Evaluate  Solu%ons  

Status  Quo  

Trigger  Point  

Internal  Buy  In  

Business  Case  

Purchase    

Refer  

Champion  Needs  /  Ac%ons  

Informa%on  needed  by  champion  

What  should  you  provide?  •  Convey  solid  grasp  of  issues  •  Establish  leadership  role  •  Define  ini?al  needs,  decision  makers  

and  influencers  

•  Framework  for  comparison  •  Key  solu?on  requirements  •  Impact,  deployment    &  risk  

factors  •  Decision  making  process  

•  Objec?ve,  insight  •  Thought  leadership  led  

framework  for  requirements  &  decision  making  

•  Provide  them  a  solid,  objec?ve  grasp  of  the  business  drivers  and  and  solu?on  benefits  and  a  balanced  perspec?ve  of  compe??ve  solu?ons  

Trigger  Point:  A  business  driver  creates  need  for  change  and  ac?on  (A  cross  func?onal  team  (mul?ple  personas)  is  formed)  

Trigger  Point  

The  experience  you  need  to  create?  

Page 15: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

Validate  Value  

Expand  

Deploy  Solu%on  

Explore  Op%ons  

Evaluate  Solu%ons  

Status  Quo  

Trigger  Point  

Internal  Buy  In  

Business  Case  

Purchase    

Refer  

Champion  Needs  /  Ac%ons  

Informa%on  needed  by  champion  

What  should  you  provide?  •  Framework  to  narrow  field  •  Define  constraints  •  Needs  of  users  &  influencers  •  Understand  impact  of  change  /  

adop?on  /  deployment,  and  training  /  support  and  costs  

•  Methodology  and  detail  for  framework  •  Comparisons  for  key  solu?on,  impact,  

deployment    &  risk  areas.  •  Support  for  evalua?on  method  and  

process  

•  Informa?on  easily  modularized  to  fit  into  evalua?on  framework  

•  Support  for  choice  of  evalua?on  framework  

•  Provide  objec?ve  informa?on  •  Offer  an  objec?ve  framework  for  

selec?ng  solu?ons  to  more  deeply  evaluate  

•  Help  them  convey  recommenda?ons  in  a  credible  non  biased  way  

Explore  Op%ons:  The  team  explores  a  broad  range  of  solu?ons  

Explore  Op%ons  

The  experience  you  need  to  create?  

Page 16: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

Validate  Value  

Expand  

Deploy  Solu%on  

Explore  Op%ons  

Evaluate  Solu%ons  

Status  Quo  

Trigger  Point  

Internal  Buy  In  

Business  Case  

Purchase    

Refer  

Champion  Needs  /  Ac%ons  

Informa%on  needed  by  champion  

What  should  you  provide?  •  Rank  value  of  core  needs  •  Refine  with  influencers  input  •  Compare  capability  &  reputa?on  •  Analyst  reports,  peer  discussions,  

vendor  presenta?ons,  live  trial  •  Meet  w/  reference  customers  •  Contrast  &  compare  vendor  proof  

points  on  core  issues  

•  3rd  party  assessments  /  valida?on  of  vendor  capability  and  competency  

•  Hands  on  experience  and  comparison  in  areas  most  relevant  to  their  highest  value  needs  

•  Modular  3rd  party  info  for  key  use  /  concern  areas  

•  Demo  framework  to  explore  /  compare  /  validate  capability  in  high  value  use  areas  

•  Help  them  be  confident  of  evalua?on  criteria  

•  Make  it  easy  to  asses  alterna?ves  •  Help  them  confidently  and  

objec?vely  communicate  findings  and  conclusions  

•  Provide  solid  /  balanced  proof  points  that  your  solu?on  delivers  the  best  business  value  for  them    

Evaluate  Solu%ons:  Detailed  evalua?ons  of  a  handful  of  alterna?ves  

Evaluate  Solu%ons  

The  experience  you  need  to  create?  

Page 17: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

Validate  Value  

Expand  

Deploy  Solu%on  

Explore  Op%ons  

Evaluate  Solu%ons  

Status  Quo  

Trigger  Point  

Internal  Buy  In  

Business  Case  

Purchase    

Refer  

Champion  Needs  /  Ac%ons  

Informa%on  needed  by  champion  

What  should  you  provide?  •  Build  business  case  to  move  forward  

with  vendor  selec?on  criteria  •  Review  with  key  stakeholders  •  Iden?fy  key  proof  points  •  Define  areas  of  nego?a?on  •  Review  internally  with  key  

stakeholders  

•  Succinct  descrip?on  of  business  need  •  Business  value  delivered  •  How  need  is  addressed  •  Differen?a?ng  elements  •  Proof  points,  3rd  party  input  •  Full  view  of  cost  /  impact  of  ownership  

and  risk  areas  

•  Framework  for  business  case  •  Modular  suppor?ng  content  

•  Helped  them  build  a  solid  objec?ve  business  case  

•  Be  seen  as  a  trusted  partner  •  Have  delivered  greater  value  at  

each  stage  than  compe?tors  •  Can  be  relied  on  to  address  

issues  and  concerns  in  a  clear  and  objec?ve  way  

Business  case:    Findings  and  recommenda?ons  created  /  presented  

Business  Case  

The  experience  you  need  to  create?  

Page 18: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

Validate  Value  

Expand  

Deploy  Solu%on  

Explore  Op%ons  

Evaluate  Solu%ons  

Status  Quo  

Trigger  Point  

Internal  Buy  In  

Business  Case  

Purchase    

Refer  

Champion  Needs  /  Ac%ons  

Informa%on  needed  by  champion  

What  should  you  provide?  

Internal  buy  in:  Champion  resolves  internal  concerns  /  differences  

Internal  Buy  In  

•  Present  to  internal  decision  makers  •  Address  requests  for  addi?onal  

inves?ga?on,  proof  points  and  pet  peeves  

•  Re-­‐present  to  specific  stakeholders    

•  3rd  party  valida?on  assessments  •  Valida?on  of  vendor  capability  and  

competency  •  Hands  on  experience  and  comparison  

that  support  business  case  

•  Fast  turn  around  on  new  requests  

•  Modular  content  /  proof  points  •  3rd  party  references  to  support  

needs  of  specific  stakeholders  

•  Make  sure  they  have  everything  they  need  to  confidently  support  their  recommenda?on  and  to  deal  with  push  back.  

•  Make  sure  they  feel  excited  about  closing  the  deal  working  with  you  to  deploy  it  

The  experience  you  need  to  create?  

Page 19: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

Validate  Value  

Expand  

Deploy  Solu%on  

Explore  Op%ons  

Evaluate  Solu%ons  

Status  Quo  

Trigger  Point  

Internal  Buy  In  

Business  Case  

Purchase    

Refer  

Champion  Needs  /  Ac%ons  

Informa%on  needed  by  champion  

What  should  you  provide?  

Purchase:  Nego?a?ons  are  completed  –  Deal  is  signed  

Purchase    

•  Nego?ate  key  areas  •  Set  up  vendor  

•  Clear  understandable,  descrip?on  of  what  is  being  purchased  and  why  

•  Clear  understanding  of  tradeoffs  •  Industry  acceptable  terms,  condi?ons  

and  payment  structure  

•  Well  structured,  enterprise  ready  legal  agreements  

•  Balanced  viewpoints  on  tradeoffs  

•  Provide  win  /  win  partnership  /  ethics  during  nego?a?ons.  

•  Be  a  partner  rather  than  an  adversary  in  the  nego?a?on  process  

•  Make  sure  they  are  seen  as  a  hero  

The  experience  you  need  to  create?  

Page 20: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

Validate  Value  

Expand  

Deploy  Solu%on  

Explore  Op%ons  

Evaluate  Solu%ons  

Status  Quo  

Trigger  Point  

Internal  Buy  In  

Business  Case  

Purchase    

Refer  

Champion  Needs  /  Ac%ons  

Informa%on  needed  by  champion  

What  should  you  provide?  

The  experience  you  need  to  create?  

Deploy  Solu%on:  People  are  trained  and  the  solu?on  is  deployed  

Deploy  Solu%on  

•  Review  and  priori?ze  deployment,  training  and  support  issues  

•  Establish  metrics  for  value  created.  •  Train,  rollout  and  support  users  in  

being  successful  in  key  use  areas    

•  Best  prac?ces  for  deployment  •  Support  to  reduce  risk,  disrup?on  and  

abandonment  •  Great  training  and  support  

•  Best  prac?ce  deployment  and  training  workbook  /  guidelines  

•  Support  escala?on  path  •  Community  support  •  Searchable  reference  materials  

•  Fast  resolu?on  of  technical  or  user  issues  

•  Someone  that  can  be  there  quickly  and  be  flexible  in  helping  them  deal  with  issues  

•  Con?nued  commitment  to  their  success  

Page 21: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

Validate  Value  

Expand  

Deploy  Solu%on  

Explore  Op%ons  

Evaluate  Solu%ons  

Status  Quo  

Trigger  Point  

Internal  Buy  In  

Business  Case  

Purchase    

Refer  

Champion  Needs  /  Ac%ons  

Informa%on  needed  by  champion  

What  should  you  provide?  

The  experience  you  need  to  create?  

Validate  Value:  Value  of  solu?on  is  revealed  though  use  and  support    

Validate  Value  

•  Gather  input  from  stakeholders  •  Assess  value  promised  versus  results  •  Evaluate  vendor  responsiveness  •  Build  case  to  con?nue  or  abandon  •  Present  findings  /  recommenda?ons  

•  Input  from  users  •  Data  and  metrics  to  help  validate  

business  value  •  Quotes  &  comments  to  to  support  

recommenda?ons  

•  Data  from  use,  users  and  support  /  training  

•  Framework  to  capture  /  present  ROI  

•  Provide  them  what  they  need  to  feel  confidence  that  they  are  receiving  the  value  promised  

•  Help  them  objec?vely  iden?fy  proof  points  

•  Quickly  /  fairly  resolve  issues  or  address  new  needs  

Page 22: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

Validate  Value  

Expand  

Deploy  Solu%on  

Explore  Op%ons  

Evaluate  Solu%ons  

Status  Quo  

Trigger  Point  

Internal  Buy  In  

Business  Case  

Purchase    

Refer  

Champion  Needs  /  Ac%ons  

Informa%on  needed  by  champion  

What  should  you  provide?  

The  experience  you  need  to  create?  

Expand  

Expand:  If  value  is  demonstrated  customer  may  expand  rela?onship  

•  Make  business  case  to  expand  

•  Business  case  materials  and  informa?on  to  support  incremental  deployment  

•  Valida?on  that  vendor  &  solu?on  is  delivering  value  

•  Data  from  use,  users  •  Framework  to  capture  /  present  

ROI  /  business  case  

•  A  track  record  from  that  makes  them  confident  and  excited  about  moving  forward  with  you  that  makes  them  excited  to  share  that  with  others  

Page 23: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

Validate  Value  

Expand  

Deploy  Solu%on  

Explore  Op%ons  

Evaluate  Solu%ons  

Status  Quo  

Trigger  Point  

Internal  Buy  In  

Business  Case  

Purchase    

Refer  

Champion  Needs  /  Ac%ons  

Informa%on  needed  by  champion  

What  should  you  provide?  

The  experience  you  need  to  create?  

Refer  

Refer:  Willing  to  tell  others  about  your  great  company  and  products!  

•  Convey  the  good,  bad  and  the  ugly  of  their  experience  

•  Balanced  score  card  to  assess  value  and  experience  

•  Encouragement  and  easy  pathway  to  refer  

•  Scorecard  •  Easy  way  for  them  to  share  

•  Suppor?ve  and  balanced  approach  to  helping  them  obtain  the  evidence  and  permission  the  need  to  present  you  as  a  trusted  and  respected  partner  and  a  must  have  -­‐  best  in  class  solu?on  

Page 24: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

Validate  Value  

Expand  Use   Refer  Deploy  

Solu%on  Purchase  Internal  

Buy  In  Explore  Op%ons  

Evaluate  Solu%ons  

Business  Case  

Status  Quo  

Trigger  Point  

Customer  buying  stages  

Content  /  Experience  

Analy%cs  &  VOC    

Process  Flow  

Progress  /  Risk  Tracking  &  Mgt.  

Customer  Insight  Requirements  

SWOT  Assessment  of  your  exis?ng  customer  journey  

How  well  does  your  current  content  and  customer  experience  address  the  needs?  

How  well  do  your  personas  reflect  the  prospect’s  and  influencer’s  needs  at  each  stage?  

Rate  each  cell  from  –  5  to  +  5.  (  -­‐-­‐  5  =  Losing  momentum  &  credibility,  0  =  Good  Enough,  +5    Provides  Breakthrough  Compe%%ve  Value)  

Page 25: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

www.spicecatalyst.com  

For  addi?onal  tools  and  guidance  

Page 26: B2B Content Requirements By Funnel Stage

Crea%ng  Insanely  Great  Customers  

Let’s  get  this  done!  

Your  Agile  Business  Accelera%on  Agency  

Thank  You