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Contents are material, non-public, confidential & proprietary. Unauthorized distribution or dissemination prohibited. H&R Block’s Social Sto Leigh Mutert: @leighmu Zena Weist: @zenaweist #sofresh

H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

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Page 1: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

Contents are material, non-public, confidential & proprietary. Unauthorized distribution or dissemination prohibited.

H&R Block’s Social StoryLeigh Mutert: @leighmutertZena Weist: @zenaweist

#sofresh

Page 2: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

Contents are material, non-public, confidential & proprietary. Unauthorized distribution or dissemination prohibited. 2

In the social web beginning, H&R Block was there

In the social web beginning, H&R Block was there

Page 3: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

Contents are material, non-public, confidential & proprietary. Unauthorized distribution or dissemination prohibited. 3

Second Life 2007

Page 4: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

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Truman Green 2008

Page 5: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

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Page 6: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

Contents are material, non-public, confidential & proprietary. Unauthorized distribution or dissemination prohibited. 6

We grew with the platforms and tools

•We tweeted

•We were on Facebook

•We promoted & campaigned

We grew with the platforms and tools

•We tweeted

•We were on Facebook

•We promoted & campaigned

Page 7: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

Contents are material, non-public, confidential & proprietary. Unauthorized distribution or dissemination prohibited. 7

Page 8: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

Contents are material, non-public, confidential & proprietary. Unauthorized distribution or dissemination prohibited. 8

We evolved –We evolved –

#sofresh

Page 9: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

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Customers = StakeholdersCustomers = Stakeholders

#sofresh

Page 10: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

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Our Team

CMO

VP Com VP Marketing VP Client Experience

Director Social Media

Strategist

Community Manager

Business Analyst

Project Manager

#sofresh

Page 11: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

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Revolving Hub & Spoke

Social Media Team

Legal HR

Product

Field

Com

IT

Marketing

R&D

CS

#sofresh

Page 12: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

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Our Team’s Mission

Our business and our job is about helping people

#sofresh

Page 13: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

Contents are material, non-public, confidential & proprietary. Unauthorized distribution or dissemination prohibited. 13#sofresh

Page 14: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

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We Listen

2:1 2 Big Ears 1 Brand Voice

Page 15: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

Contents are material, non-public, confidential & proprietary. Unauthorized distribution or dissemination prohibited. 15

We Engage

1:1 Get It Right Q&A

Community iPhone App Twitter Facebook Blogger Outreach

#sofresh

Page 16: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

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We Engage

1:Many Get It Right

Community Blog Facebook YouTube

1:3 Content

#sofresh

Page 17: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

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We Resolve 5,200 responses (Facebook and Twitter) 10,700 CS-inquiries resolved (Facebook, Twitter, Community) 114,000 questions answered on Get It Right Community

#sofresh

Page 18: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

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Tax Season 2010We stepped up to engage 1:1 with the launch of our Get It Right Q&A Community Forum

Tax Season 2010We stepped up to engage 1:1 with the launch of our Get It Right Q&A Community Forum

More than 1.5 million people visited the site between January and April 2010, viewing 13 million pages and asking over 120,000 unique tax-related questions.

More than 1.5 million people visited the site between January and April 2010, viewing 13 million pages and asking over 120,000 unique tax-related questions.

Apple’s highest rated financial App

for February 2010Apple’s highest rated financial App

for February 2010

#sofresh

Page 19: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

Contents are material, non-public, confidential & proprietary. Unauthorized distribution or dissemination prohibited. 19#sofresh

Page 20: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

Contents are material, non-public, confidential & proprietary. Unauthorized distribution or dissemination prohibited. 20#sofresh

Page 21: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

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We engage 1:Many Get It Right Community Blog

We engage 1:Many Get It Right Community Blog

#sofresh

Page 22: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

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How much more meaningfully can you say “thank you” than by being there to help at tax time?

Their stated purpose in creating the community is customer

retention, which when you think about it, is bizspeak for “thanking our

customers.” (And, brilliantly, they will answer anyone’s questions. They

don’t ask whether or not you’re an H&R Block customer.)

Social Fresh Speaker Extraordinaire David B. Thomas

Their stated purpose in creating the community is customer

retention, which when you think about it, is bizspeak for “thanking our

customers.” (And, brilliantly, they will answer anyone’s questions. They

don’t ask whether or not you’re an H&R Block customer.)

Social Fresh Speaker Extraordinaire David B. Thomas

#sofresh

Page 23: H&R Block's Online Community Lessons - Social Fresh Charlotte 2010 - Zena Weist

Contents are material, non-public, confidential & proprietary. Unauthorized distribution or dissemination prohibited. 23

Questions?

@leighmutert

@zenaweist@hrblock |@hrblockanswers |@hrblockcareers

#sofresh