Transcript
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Hello and welcome in to be to
be growth. I'm your host, Benjie
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Block. Today I am joined by
Mike Goldberg. He's the global director of
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content marketing at the CFA institute.
Mike, Thank you for joining me here
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on B Tob Growth and thanks so
much for having me so just recently.
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You actually started at your current job
and your current position, but we had
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connected over really an interesting campaign you
guys ran at your last company. So
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would you just provide maybe some context, Mike, tell me a bit of
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your background and what led to to
the project were about to discuss. Shuret
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thing. So you know, I've
traditionally been in the marketing space in the
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BDB world for the past twenty years. I hate that ages me a little
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bit, but you know, I've
always come to marketing with a background in
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journalism and English and storytelling was always
at the heart of everything I've done.
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So after a couple of years working
as a marketing generalists, content started exploding
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and it became this big buzz word
and there was suddenly this big opportunity for
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companies to hire content specific roles.
Even though I've been doing content all the
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time. Good marketing it's based on
content. So you know, I jumped
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at that opportunity to leave some of
the traditional event PR comes, supporting sales
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people behind. Don't miss much of
that, but I did all in on
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the content part and messaging storytelling,
and that's really what I love to do.
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So I started focusing on content rolls
on the past ten years or so
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and it one role. I worked
at Dune in Brad Street, which is
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a huge global data provider, information
intelligence company, and that's where I came
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across the opportunity to do a lot
around content. It was still new to
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them and that's where this campaign that
we're going to talk about kind of came
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to life. HMM. So you
had a problem that was basically a complicated
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value proposition, very data driven.
So instead of honing in on what the
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product could do, you had to
figure out like, how do we bring
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this to life, and maybe a
different way, a unique way. Right.
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Walk me through the complicated value prop
that you were working with before we
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actually dive into the solution that then
came from it. Sure. Oh,
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the first thing I do on any
content project is really put on my journalism
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hat and ask questions. I've really
got to understand what this product is why
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it exists, who the audience is
for, what makes it different and what
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are the outcomes are going to be
why anyone want would want to pay money
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for this product. So the first
thing I do on all projects is go
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through that list of questions with the
right stakeholders, the business leaders, the
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product development team, the sales leaders. It's really important for me to get
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everyone's vision on what it is they're
doing. Obviously the product people. They
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want to talk about features and why
it's so great and what they're building on
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the back end. Self team.
How are they going to position it?
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What do they need to tell their
customers that will help them close that sale?
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So two different lines of thinking.
I have to bridge that together to
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understand what it is I'm going to
be writing about. So you know,
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coming into this project specifically it was
around master data, which is a really
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nuance thing of how data is collected
and cleaned and scrubbed in technology systems,
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and the first thing I noticed is
internally everyone was confused of what it is
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we're actually building or selling. It's
not if you're confused. No, yes,
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bad, start right. So it
took a lot of brainstorming meetings just
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to get everyone a line to okay, what is this product? What's the
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goal? So I love to create
content, briefs that summarize all these main
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points and too distilled piece of documentation
that I can then share with everyone.
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So combining everyone's thoughts and then I
put together this document that we kind of
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build off from there. So,
after many meetings over a couple weeks,
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we came to the realization and what
this product does, and it turned out
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it was not so much about the
technology or the product itself, which is
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obviously important, but it was really
about our engineer team that we're working within
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this product that really made it valuable. It was their experience. They were
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the ones behind the scenes making things
happen. So we've decided, you know,
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maybe we should not be talking about
this in the traditional product sense.
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Let's really focus on our expertise and
our people. And I know in the
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BB world, especially the the tech
world, it's a little bit weird to
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think, well, we're not going
to talk about our technology, we're going
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to talk about the people. But
really the people, in this case,
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we're really the most important part of
this. So that's where we said,
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hey, let's start with people first. HMM. Okay. Take me back
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to content briefs Real quick, and
it's around questions you're asking, right,
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so you're trying to determine what is
the product do? What makes it valuable
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in Unique and then you stumble on, okay, it's the engineers, it's
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the people. What are maybe some
of the more strategic questions you're asking to
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create that kind of content brief?
Yeah, you know, for me it's
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ultimately all those things are important,
but ultimately, what will the end user
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get out of this? How is
it going to make out their lives better,
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easier? How is it going to
help them succeed in their job?
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And I feel like that's almost kind
of reverse engineering the question, because it's
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always about now, here's the new
features, here's what it does. I
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don't really care. I know a
product person spends all their time building this,
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so they care, but what I
care about is why would somebody say
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this has made my life easier?
So that's kind of the things that I
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want to get out of whenever I
talk to anyone on any project brief,
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is what's the real story that we
can tell that someone's going to care about,
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right. Yeah, so you're hearing
from product, how how great the
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product is. From sales, they're
thinking, you know, how do we
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get our numbers up? And then
you're taking all that information and seeing the
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common thread of this is actually how
it intersects with people, how it will
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actually be used and help in their
life. Right, exactly, awesome.
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Okay. So, with that in
mind, you establish engineers are a key
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factor in our in what makes us
unique, what makes us valuable? What
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is the decisionmaking process that leads you
to this idea of what we would call
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an Mvee, most valuable engineer?
Yeah, so when I brought up the
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that we should start with our engineers, everyone was a little bit not on
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board right away. I had to
make the case and explain, you know,
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why the market would see that as
a valuable marketing technique and messaging,
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obviously, and why it's so important. So basically, at once I got
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everyone on line to like, you
know what, you're right, our engineers
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are the heart of this story.
It was like, okay, well,
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what does that mean? How are
we going to prop our engineers in front
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of the story? And you know, engineers by nature tend to be very
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quiet and they don't want to be
the face of a product brilliant and in
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the background and right exactly. So
we had to think, all right,
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well, what can we do?
So, you know, understanding who our
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audience was and when we were releasing
this particular product. You know, I
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thought, well, they're all they
skew, very male. Or releasing this
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product right around Super Bowl. You
know, how can we news Jack Super
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Bowl? And I would always trying
to news jack anything seasonality and hop on
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those bandwagons. So what can we
do to jump on that and just generate
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some buzz and intrist so, being
a huge football fan, I said,
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Hey, what if we treat our
engineers like the NFL treats football players and
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the draft and teams wanting that player
to be on their team because that player
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is going to come bared and help
them win a super bowl? To me,
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these engineers, they would be working
on our clients accounts and helping them
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succeed in their goals. So I
said, let's let's put together an idea
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around this MV. I said MVP, but I like mv now that you
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said. Let's package that around this
story. So I brought that to the
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table without really scoping it out.
I just that was the idea and it
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took a lot of conversations and email
follow ups before everyone agree. Okay,
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we like the idea. Let's begin. Hmm, what is that creative process
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light like? So in your head, I'm assuming, and this is just
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a marketer assuming a marketers brain,
we often think like this grand thing in
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our minds of how, in this
case, right like, everything's football themed,
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everything's like it's just hyper visual and
beautiful and leans heavily in a football.
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Clearly, when you bring that into
a more business minded, data driven
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context, there's probably some compromise that
had to happen in order for this idea
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to actually work. So talk about
the A. Guess where you started to
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then where you had to kind of
end up and maybe some of the compromises
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that were made so that everyone was
on board. Absolutely. Yeah, the
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first big thing that knocked me down
off my excitement high hat was that I
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know I couldn't use the term super
bowl. Obviously that trademarked and you know,
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these are the things I don't think
about when I'm coming up in the
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idea. I'm just excited. So
I'm like, all right, can't refer
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to Super Bowl, we have to
say big game. In earn messaging,
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but really before that even started,
it was understanding. Okay, we're going
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to have to sit down with our
engineers and if we want to prop them
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and make them the centerpiece, I've
got to talk to them. We've got
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to understand what their strengths are.
What did they bring the table? How
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do we create unique per saunas for
each of our engineers? And there's only
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a handful, obviously, that we
could focus on a given time. And
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the first response I got from our
product lea to his engineers are not going
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to want to talk to you.
I said don't don't worry, I'm will
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have casual conversations and I'm going to
sell this to them internally to help makes
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them feel like they're actually there.
The mvps themselves and everyone likes a little
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ego boosts. So I decided let's
talk to each of our engineers. I
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created a standard set of questions.
What are your big as accomplishments? Would
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have been your achievements? Where did
you go to school? Again, I'm
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thinking in terms of how does the
NFL put together a perfect draft person where
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you know exactly? My mind,
I'm seeing them presented in a video with
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cool icons and ESPN style sports music. But that's the first route we went
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to. Is like, let's talk
to engineers and get some of this information.
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HM, okay, so I like
that as a starting place. Right
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then you have to determine, as
you're having these conversations with the engineers,
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start think through medium, how long
of like content are we going to try
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to create? Tell me about what
was actually formulated. So what you're actually
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putting this thing together? At this
point, you got to buy in.
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What is this actually start to formulate
into and look like once you have the
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engineers on board? Right? So
that was the first thing that we want.
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That the first hurdle to achieve is
making sure we have the engineers on
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board and that we got some good
stories from them. And then it was
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okay, we have this information.
How are you going to package it present
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it? And you know, there's
a lot of ways you can do video
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around these stories. You can interview
them and do talking head videos. For
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me, I said, look,
these engineers, they don't want to be
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the face, they don't want to
be on camera. Let's use everything they
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shared with us and create a little
thirty second MVP snapshots of engineer with your
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name, where you went to school
and make it more visual with the kind
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of super bowl football styled theming,
and then we create five or six based
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on the individual engineers we have and
push that out on social using the right
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hashtags or round football super bowl MVP, and then say hey, meet some
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of our engineers, draft your engineer
for your winning team, and it would
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become a it would start as a
social media campaign, very trying to be
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very viral in nature. So that
was the initial plan for how to use
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that information. Hey everyone, if
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thing that's always been a struggle for
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a team like ours is easily tracking
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having to manually log it ourselves.
It automatically creates reports and it generates dashboards
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that are incredibly useful to determining things
like what content has been performing the best,
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what days of the week are we
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All One word for a twenty five
percent discount. All right, let's
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get back into the show. I
love a particular piece of this because you
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have to get them on board,
but then also, even if they're on
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board, you realize there is a
potential like I don't want to say deficiency,
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but there their engineers are strong in
other things, maybe not being on
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camera and maybe not being like long
form interviewed and and you don't even know
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if you could hold someone's attention that
long with that idea. But if you
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can bring in the creative aspect and
also bring in just enough the uniqueness in
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in the engineer presented in like a
thirty second type clip, I love the
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the way that you came to that
conclusion and really started to drill down there.
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What is, I guess, the
back end strategy, Mike, for
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these videos? So, yes,
you everyone wants their video to go viral.
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We never know how it's actually going
to play out or how it people
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will latch onto that. But what's
the back end strategy? Someone really likes
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that video and then one right now. Ultimately, our goal was to have
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demo scheduled with the sales team.
So originally it was going to be check
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out our new product feature, here's
everything it does, and it would have
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been your standard white paper and you
could US use of master data with a
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lot of charts and stuff that I'm
sure our end users care about, but
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they see so much. So this
idea is really like I'm always thinking,
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how do we break through the noise
and stop trying to be the same old,
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boring be to be company that everyone
is? But again, ultimately it
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was like we need to hit a
certain number of demos for ourselves team.
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So the videos. Really yes,
we wanted these videos to go viral,
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but there was obviously a call to
action, and that call to action was
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draft your winning engineer to help with
your master data problems. That then directed
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them to a landing page where we
had our featured content, and without content
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I think you don't have a story. So that's where this whole the original
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idea for the white paper of master
data that was still stayed true to what
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it was. That something the product
team wrote. What I did is kind
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of repackage it and make it a
little bit more of a playbook and I
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say, Hey, let's make some
visuals make it feel like the coaches playbook
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we tied it into. there.
We include all the engineer videos we've done
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and put on social. We put
some snapshots in their up front and then
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you get your traditional product story,
but onto the wrapper of this whole Super
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Bowl type campaign that's free to download. You know, that was not gated.
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We wanted people to read that to
understand that what is gated. What
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was part of the real campaign Legien
was hey, you read this, get
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ready to get your engineer, MVP, engineer ready to help you win.
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Sign up for a demo. That's
how we started deciding how we would track
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success. Okay, so let me
recap that. So I'm scrolling social,
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I see MVP, mv add I
guess, or is it is this organic
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social, paid social. What was
the process? YEA, so it was
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organic to start with. Yep,
there was a paid media campaign that was
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happening separately through an agency, and
this is a great learning that I've taken
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and I think everyone should know,
is that you need to be a hundred
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percent in step with what your agency
is doing, because the agency was gearing
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up for a paid media campaign for
this white paper without knowing any of this
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super bowl theme planning, where is
a lot of silos. Cont tent marketing
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is sometimes left out of the loop
with the paid digital media team. I
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make. I think it's complicated.
Yeah, so then they're running non football
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themed ads that are leading to landing
pages that have all football themed playbooks and
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stuff exactly. Yep, that is
a great learning. I I can't tell
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you enough how much silos end up
playing a part in it, and you
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have to be so strategic when you're
outsourcing marketing, paid marketing, to really
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not like they need to know what
you're doing. And this is such a
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great idea. They could have leaned
heavy into it and over probably driven some
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fantastic results, but everyone's got their
head down doing their job right, like
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the Yes, silos just happen by
nature of it. And overcommunication, I
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can't stress that enough. Like overcommunication
is huge in marketing campaigns like this.
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Okay, so, but from your
vantage point that learning something we can all
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take something from. But from your
vantage point, I'm scrolling social I click
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on an Mvee type post, then
it's taking me to a landing page white
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paper and from and white papers free, then togated content and demo sign up.
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Correct. Okay, I like that. Additionally, just a nurture email
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campaign built in, so anyone who
downloaded the white paper you know we're able
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to capture that basic information and then
not ready for dem will yet. will
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put them in a nurtous stream.
The first email I've kind of had to
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make sure kept with the theme in
mind, and then after that it went
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into our traditional nurtureus dream. That
was already in built out for this campaign.
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So you presented one of the main
takeaways from this. We've spent quite
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a bit on this episode going through
the story aspect of it because I want
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people to understand the full campaign and
really get into the weeds a little bit.
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But now I want to like come
up for air in a sense.
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And want to go real practical.
How one of the main takeaways make sure
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that you're not siloed as you do
a marketing campaign like this. But as
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far as the actual learnings from a
football themed campaign, hard value prop what
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are things that you learned, Mike, that have informed your marketing since then?
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And maybe for our listeners, like
what would you tell them? Are
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Some strategies that you take away?
Sure? Well, I'll have to tell
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the the end result of this whole
campaign is that it did not go to
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market as perfectly scripted as I had
hoped, and that is because with the
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videos we went very heavy in that
sports center style and even though we have
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a creative team that I've kept in
the loop, letting them know, you
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know, we're doing this, we're
going to go out film these videos,
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and they were kind of on email
just acknowledging it. That's it, and
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we go to market, it goes
out and then I get an email from
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the creative team saying wait, what
is this, and I said, Oh,
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remember, on that email I sent
a couple months ago we're doing this,
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and it turned out they're like,
well, this is way off brand
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and for video, how we go
to social? We can't use this font
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or this style. The music is
not our theme. So of course they
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were just like scrab it and I'm
like no, let's think what can we
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do to save this still make it
more spent a lot of money on it.
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So we had to re engineer some
of the videos, take away a
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little bit more of the overthe top
sports metaphors, keep it a little more
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basic, but the landing page,
the playbook, that stayed the same.
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So my takeaway is, no matter
how much you think everyone knows what's happening,
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they probably don't. So to have
that stay colder by and put meetings
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on the table. As much as
I hate meetings, you have to make
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sure everyone's aware of what's happening and
what's planned. HMM. I think that's
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a huge learning and one that we
can easily. I think like you can
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drift into seasons of time where you're
very aware of that and then, like,
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it just gets busy again in marketing
and you have your head down and
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content creation and then you have to
come back to that lesson. So,
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no matter where you're at today,
when you're hearing mike explain this story overcommunication
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is well worth it, especially if
you want to see the success of a
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campaign long term, and so to
make sure your ideas are solidified, make
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sure everyone's on board and you really
know what you're driving at, is crucial.
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I still I love the heart of
this campaign because I think there's a
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lot of listeners who are would say, man, our value prop is complicated
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or we talked so much about our
features and we talk so much about all
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the little things that our product can
do. There's this movement towards story that
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needs to happen. There's this movement
towards narrative that needs to happen. Have
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you held onto that since that project? Mike and sort of shrets, try
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to be strategic with story, and
that seems like it's a part of who
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you are. Oh, definitely,
definitely. I you know, I just
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put myself into our customers shoes,
no matter what company on me, and
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I'm thinking, what does that person
want to get out of product or service
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and how are they going to find
out about it from me? There's so
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much noise and your heads down and
I'm working so much about what I need
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to do it's really hard to hear
all of the sales pitches and I've sales
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people reach out to me all the
time and I see so much on social
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around products that could be helpful for
me. But, yeah, I just
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don't have time to listen to it
because it all sounds the same sometimes.
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But when someone really tells me something
interesting that like how it's going to help
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me personally do my job or connects
with something emotional to me, then I'm
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like, oh my ears perke up. I'm ready to listen and I try
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and do that everywhere I go.
It's just like, what is that story
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that we want to tell and how
do we just be human with each other?
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You know, I think people get
too hung up on them. Well,
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where be to be? We can't
be an apple or, you know,
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coke or Nike. But why not? Of course we can. We're
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all human. It's human to human, be to be. I try and
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get away from that notion as much
as possible. If you were replicating a
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similar project now at your current place
to work, what would you outside of
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communication? What would you change in
the process? What would you want to
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try? Well, you know,
I don't know if I change much,
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other than you know that what we
just discussed is that overcommunication, having everyone
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way in have all stay closures involved, even if they're not part of that
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project. I want to make sure
everyone is on board with what's being planned
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before it goes to market. But
really that idea of a content brief and
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how I interview different groups and different
teams is really been the most successful thing
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I've brought to all the companies I've
been at. Yeah, because you know,
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in the past, I've seen you
know and I see it with other
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teams. It's a project and people
just dive in and start going to work
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based on what one person says.
But I think it's that listening and that
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wearing, you know, that journalism
had, being able to talk to people
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and really hear what it is we're
trying to accomplish. That's been critical.
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Good answer, active listening big one
in marketing, and you said it several
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times here, but I'm going to
highlight it again and said earlier when you
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were doing, when you were setting
out to do content briefs, you brought
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up this idea of how it's going
to help customers, right, and you
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have to solidify that and break that
down and put it into the content brief
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and then we bringing it up again
here at the end. That ultimately,
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content marketing is saying, how is
this help our customers? Why? Why
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would they be interested? Why?
Why is it entertaining to them right in
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some sense, or why would they
keep coming back for more? And I
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think that's a good place to start
to draw the conclusion here on this conversation.
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Mike, Thank you for being here
on BB growth for sharing this,
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this campaign with us. For those
that are interested in staying connected with you
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and the company you're now at,
talk a little bit about what you do
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and where people can find you online. Yeah, so, as content leader
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at Cefa Institute, I am helping
tell the CEFA institute story. So obviously
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it's a nonprofit organization really dedicated to
building out future professionals within the investment management
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industry. You know, they have
the CFA exam, which is what they've
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known for, but they're trying to
branch out and create a lot of different
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products, certificates to really help proper
investment management as a whole and get more
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people involved into the industry. You
know, finance some times of dirty word
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people, but through storytelling, you
know where my goal is to help share
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why finance is going to be important
and why I can really help society.
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So I'm trying to tell those stories
and tell them in a way that our
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audience, who happens to skew very
young, because we we want to target
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people starting their career. How do
you do that and get their attention?
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Everyone is using the tick tock these
days to tell, to talk, and
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so how do we take our story
and put it on a platform where our
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audience is going to find it?
And Yeah, so again it comes back
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to storytelling, right. That's that's
what I love to do and no matter
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what I'm trying to help sell or
promote, storytelling can always be used very
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well. M Mike, where can
people connect with you online? Is Linkedin,
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or what's a way people could reach
out? Yeah, Linkedin, and
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I always share some tidbits on content
marketing when I can, and my portfolio
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is Mike Goldberg Be Tobcom, where
I put up everything I've ever written.
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00:29:02.740 --> 00:29:06.579
Fantastic. Well, thank you for
spending time with us here on B Tob
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Growth. This is a really insightful
conversation and great to kind of get a
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peek behind the curtain of of a
campaign. So thanks for joining us,
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Mike. If thanks for letting me
share the story I hope, but it's
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hope. It's helpful for some other
people and content absolutely so. We're always
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having these types of conversations here on
B tob growth. This was a unique
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00:29:25.640 --> 00:29:29.079
one, going deep into a campaign. I loved it. If you have
375
00:29:29.200 --> 00:29:32.160
yet to subscribe, make sure that
you do that. Wherever you're listening to
376
00:29:32.319 --> 00:29:34.319
this podcast, we would appreciate it
and and you'll never miss an episode.
377
00:29:34.319 --> 00:29:38.269
And if you want to connect with
me, always open to conversation over on
378
00:29:38.390 --> 00:29:44.190
linkedin talking about business and life and
marketing. So reach out over there to
379
00:29:44.269 --> 00:29:47.430
search Benjie Block. Keep doing work
that matters. Will be back real soon
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00:29:47.789 --> 00:29:55.380
with another episode of B Tob Growth. Is Your buyer a BTB marketer?
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