PART I
Strategy: Insight That Activates
Brand Vision starts with strategy. Admittedly, itâs a thorny subject. In all too many companies, strategy becomes a political football. Top management wants to dictate it. The ambitious want to own it. Salesmen think itâs about beating competitors on every pitch. New managers want to change it (whether itâs working or not).
Often confused with mission and vision, which can be aspirational, strategy needs to be concrete. Actionable! All too often, the opposite is true. Weâve all heard of business strategies relegated to a shelf or desk drawer, never to be seen again.
Strategists themselves often donât help. They sometimes revel in abstractions. Reach agreement by caving in to entrenched interests. Indulge people who think the company needs to be all things to all people. When nothing is further from the truth.
Admittedly, the marketer who would connect to a companyâs business strategy is in a difficult spot, often being torn in different directions.
On the one hand, high-level executives, most often represented by those developing mission statements, promote an all-inclusive, universal view. Theyâll typically promote the importance of people. Sustainability. Empowerment. Inclusiveness. Corporate social responsibility. Those are all great and worthy goals for companies to emulate. But they are not competitive strategies.
On the other hand, we have the sales organization. Sometimes, they want marketers to emphasize price. Essentially, making their job easier. But more often, they like the all-inclusive, universal view, because it gives them tons of room to maneuver. And be whatever a customer wants them (and your company) to be. If that means they sell to Customer A on price and Customer B on product quality and Customer C on close customer care, so be it. Theyâll take the money and run.
The corporate marketer, however, needs to become the C-levelâs best hope of advancing a logical, well-thought-out business strategy, both internally and externally. Telling the audience what to expect and helping the troops make decisions all up and down the line that reinforce that strategy and make it real.
Definitions
Some of the problem with strategy starts with the word itself and its current cachet. Iâve been in meetings where people throw the term around to describe their plans for everything from PR and search to Instagram and e-mail.
Letâs agree from the outset that those things can and should be strategic. But they are not strategies themselves. Strategy is a notoriously binary choice: Either you have one or you donât. And having five is the same as not having one at all.
Hereâs why. When you say you have a strategy for something like Instagram, youâre trying to say youâre not suggesting something haphazard. That the things you are proposing are important, well worth the effort. And that you have a plan that has been thought out, considered carefully. You may even have tried to outline the business case, proving the company will benefit. Thatâs all well and good.
But youâre also saying something else, directly or indirectly. Youâre saying that your Instagram plan is so important, it doesnât need to coordinate, complement, or play well with anything else your company is doing. Itâs new. Itâs too important, too special. It doesnât have to work with your advertising. Itâs too critical to fit into your marketing program. And yes, itâs even more important than your business strategy. Itâs above all that.
Sorry, Iâm not buying that.
Thatâs something your company simply canât allow. Your business strategy is too important. If thereâs one thing the experts agree on, itâs that.
Strategy Requires Hard Choices
Despite all the confusion and hand-wringing, a good strategy is not really that hard to figure out. But it is, almost by definition, notoriously hard to implement.
It involves making difficult choices and sticking with them. It requires concerted effort and diligent execution. It doesnât necessarily involve brilliance, but rather courage. Honesty. Integrity.
But most of all, it deserves clarity. Strategy should not be esoteric, abstract, or confusing. Rather, it needs to be crystal clear, even intuitive. Orit Gadiesh and James L. Gilbert1 note in their 80â100 rule, a strategy that is 80 percent right and 100 percent implemented is better than a strategy that is 100 percent right and not understood (or implemented).
It is what helps a company unite behind a shared vision. There can be dissent, of course. But about tactics, implementation. Not core principles.
All too often, special interests throughout the organizationâfrom sales and product management to C-level executivesâshrink from making the required sacrifices. That is the greatest obstacle to strategy. And even business success.
A clear strategy is critical to the marketing process, providing the substance, the spirit behind all your communications. Staying on message is a lot easier when you actually have one.
Identifying the right course is easy. Living with the choice is what is hard. You owe that to your stakeholders: workers, customers, partners, and stockholders alike.
Not a New Approach
The goal here is not to offer a new approach to strategy. There are plenty of great choices out there. Rather it is to understand what a strategy is, how it works, and how it needs to be applied to marketing.
This book also will offer some tools to apply that strategy across your entire marketing program, from positioning and branding to social media posts and paid search. And it will outline a process to identify, promote, implement, and live the strategy you have, along with a way to evaluate your success at doing so.
CHAPTER 1
Positioning: Who Are You?
Chapter Overview
The positioning inherent in your business strategy needs to drive all marketing initiatives. The good news is that most companies have one. The bad news is that many companies do not articulate it clearly. The process of defining and expressing that positioning is critical to marketing.
Who Are You?
Business strategy answers a fundamental question: âWho are you?â It identifies your core purpose. And it establishes your positioning, the central dynamic for marketing.
Unfortunately, positioning sometimes gets lost in the shuffle, as the pressure of everyday life causes us to sometimes lose sight of what is important.
But it is critical for marketing because your brand needs to embody it. Your social media needs to express it. Your products need to align with it. Your website needs to live it. You ignore it at your peril.
The Good News: You Probably Have One
The good news is that, for well or ill, most companies have a positioning. Actually, everyone has one, whether they know it or not. Usually, it is programmed into a companyâs DNA. It may have begun with a founder or early visionary. Then it might have gone underground as the companyâs early leaders hired like-minded people, who held the same assumptions, worked with the same customers, and followed the same processes and practices.
More importantly, your customers usually know it. At least, they know why they buy from you, even if you donât. They have strong feelings about whether youâre the industry innovator. The price leader. Or the customer affinity pro.
So itâs there. It may not be well articulated. Perhaps itâs just assumed that everyone knows it. And therein lies a potential problem.
The Bad News: It May Not Be Spelled Out
The bad news is that companies often donât articulate their positioning. It may be so ingrained, people stop repeating or referring to it. They donât spell it out. Itâs no longer front and center where it needs to be. And they may even forget about it.
There are problems with that strong, silent approach, especially when there is a significant amount of turnover, or when a companyâs founders are replaced by the next generation. The new people simply donât know, havenât heard, havenât lived the positioning the way the first generation did.
A related problem occurs when the positioning is viewed as obvious. The assumption is that âEveryone knows it.â
The point is that they donât. And, over time, even the best positioning starts getting fuzzy. First, internally, subtly. And itâs only a matter of time before it gets fuzzy externally as well. Sales reps start selling on price or over-service their accounts. Or the company starts giving away a core strength, in order to build volume. And that is a problem.
Even worse, the positioning begins to be viewed as a description of reality. For everyone. As if the companyâs way of doing something is the only way that task can be accomplished. And competitive differentiation does not exist.
The assumption is that âeverybody does it this way.â And itâs impossible to conceive of any other way to do your core tasks. Your company might, for example, believe that the only way to market its products is through distributors. The decision was made years, even decades ago. And while that may have been the best choice then, things change. And the belief that your companyâs present practice is the only viable alternative is s...