for insurance agents: choosing the right objectives and tactics for 2015 digital marketing planning

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Digital Marketing Webinar Series from Confluency Solutions

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Slideset from October 2 Confluency Solutions presentation and webinar: Time and money are finite resources, so you want to be sure that the marketing tactics and program you choose are targeted to your objectives - and you want to be sure you are getting the most return on your marketing budget. Webinar attendees will be provided a link to a Gap Analysis worksheet do they can develop their own top-down, bottom-up objectives. How far have we come from the ‘yellow page paradigm’? Top-down, bottom-up gap analysis Matching the communication channel to your target Who are you selling to? Low hanging fruit - customer value Low hanging fruit - green growth Other options and ROI considerations Mixing digital and analog Managing your content distribution - the editorial schedule

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Page 1: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Digital Marketing Webinar Series from Confluency Solutions

Page 2: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Planning Your Digital Marketing

Webinar 1: Matching Tactics to Objectives, Opportunities, Time, and Budget

October 2 @ 2:00 p.m., EDT

Webinar 2: Digital Marketing for Maximum Customer Value

October 21 @ 2:00 p.m., EDT

Webinar 3: Green Growth and Digital Marketing: The Truth About SEO

Date TBD

Webinar 4: How to Make Digital Marketing Part of Everyone’s Job Description

Date TBD

Page 3: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Selecting the Right Tactics

matching tactics to objectives, opportunity...and budget

Page 4: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Webinar 1 of 4: Selecting the Right Objectives and Tactics for Your Agency Marketing

● How far have we come from the ‘yellow page paradigm’?● Top-down, bottom-up gap analysis● Matching the communication channel to your target● Who are you selling to?● Low hanging fruit - customer value● Low hanging fruit - green growth● Other options and ROI considerations● Mixing digital and analog● Managing your content distribution - the editorial schedule

Page 5: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

The Yellow Page Paradigm

Once a year, buy a yellow page ad, the phone rings, you sell insurance.

Page 6: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Yellow Page Books...

...in 2010 were half the size they were in 2006...and shrinking

and...

yellowbook users cluster in well defined demographics

Page 7: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Age 25 – 34

More likely to use search engine – 51%, More likely to use internet yellow pages – 25%

Age 65+

More likely to use search engine – 15%, More likely to use internet yellow pages – 39%

High School Education or Less

More likely to use search engine – 19%, More likely to use internet yellow pages – 36%

Yellow Page Users by Demographic

http://www.insuranceagentwebpower.com/2013/03/insurance-agency-yellow-page-advertising/

Page 8: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

How to Get Noticed Today?● Telemarketing● Direct Mail (traditional)● Broadcast● SEO● Social● PPC● Email Marketing● Content Marketing (what is that?)● Reputation Management● Local Search Optimization● Yellow Pages (the shrinking phonebook)● Yellow Pages (online)● Mobile Apps (is it an app, is it a mobile responsive website, mobile optimized site? Does it

matter?)

Page 9: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

What gets you noticed?

Content…● Social - The right content gets shared.● Search - Relevant content gets indexed.

Don’t forget about just being there…● Your business NAP

Page 10: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Content Marketing

The art of communicating with clients and prospects without selling.*

*But with the purpose of getting new clients and turning current clients into evangelists.

Page 11: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Time and Money are Finite Resources

so you can’t do everything...

Page 12: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Choose Your Spots

● Who is your target (audience)?● What do they want to hear?● What will you tell them?● How will you reach them?● What will it cost?● Is it working?

Page 13: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Top Down

We want to grow our revenue by 5% next year.

Page 14: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Bottom Up

What will we have to actually produce to make that happen?

Page 15: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

GAP Analysis

5% growth means…15% more sales production than prior year

Page 16: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

What you end with...

Isn’t really your baseline...

Page 17: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Where are the opportunities?

Customer development

Page 18: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

How do you score?

Q: The difference between D’s and A’s??

A: Contact with clients

Page 19: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Green Growth

Page 20: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

When it comes to green growth...

should your website get all the credit...or blame?

Page 21: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

The Role of Your Website, Part I

Show up in organic search results (SEO)● search engineering● good, relevant, changing content● backlinks● 200 factors in Google’s PageRank algorithm

Page 22: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

PPC

Local

3rd Party Review Site

Organic ResultsGoogle Search Results Page, Page 1

Page 23: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

“SEO” Email

Marketing

Email Marketing

Social Marketing

Reputation Reviews

LocalSearch

PPC

Mobile

Print

Broadcast

PaidDirectory

Banner Ads

Website

LeadPurchase

Direct Mail

TraditionalWOM Yellow

Pages

Events

Slideshare

Agency Locators

Page 24: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

The Role of Your Website, Part II

Convert visitors to leads● conversion optimization

o recognize what visitors wanto use graphics and layout to make that obviouso use the right CTAs in the right places

Page 25: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Home Page v. Product Page

This page has a different job

...than this page does

Page 26: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Concentrate In House? Or Outside?

You need to do both, the mix is the question.

Page 27: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Happy clients and customer value

● Policies per account● Revenue per account● Retention and longevity● Direct referrals● Indirect referrals - reviews

Page 28: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Reviews and leads...

Page 29: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Low Hanging Fruit

● Low cost● Quick results● Little ROI risk

Page 30: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

NAP and Citations

Page 31: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Low Hanging Fruit: Content

● Examples● Leveraging content across ‘tactics’● The interconnected world of content

The point: minimize effort, maximize ROI

Page 32: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Some Content Examples

● Blog posts (text, picture, video)● Social posts (Facebook, LinkedIn, G+)● Video (You Tube, Vimeo, Vine)● Presentations (Slideshare)● Infographics (Canva)

Page 33: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Leverage...

@

Visibility within You Tube as well as SEO (Google organic)

SEO boost (Google organic)

Direct communication with clients and prospects

Improves local search visibility

Increase visibility with business communities and contacts

Page 34: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

The interconnected world...

@5 - 7 value add contacts

per year, lead to...

happier customers lead to...

more positive reviews

(2 vs. 24)

which leads to more views21,000 vs. 71,000

Which leads to

more...LEADS

Page 35: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

You have more content than you think

● Insurance companies● Past blog posts● Associations (IIABA, CPSU, e.g.)● IRMI● Curated content - Digg, LinkedIn, etc.

Page 36: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

You just need a plan

What is your objective?Who do you need to communicate with?What do they want to hear?What channels?What frequency?

Page 37: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning
Page 38: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Plan Elements

● Where will growth come from? (inside or out)o Segments - the ‘who’

● NAP● Reputation● Channels for content (cheat sheet)● ID the right content

...and...

Page 39: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

You need an editorial schedule*

*for each communication channel

Page 40: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Webinars 2, 3, 4...Webinar 2: Digital Marketing for Maximum Customer Value October 21 @ 2:00 p.m., EDT

Webinar 3: Green Growth and Digital Marketing: The Truth About SEODate TBD

Webinar 4: How to Make Digital Marketing Part of Everyone’s Job DescriptionDate TBD

Page 41: For Insurance Agents:  Choosing the right objectives and tactics for 2015 digital marketing planning

Questions? Assistance?

Ken [email protected] ext. 1

Kevin [email protected] ext. 5