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CHUCK SHARP
Chief Executive Officer
chuck@rightintel.com
801 244 4382
5/22/14
FROM SEARCH TO CMO
FEWER OF THESE
MORE OF THESE
MY EXPERIENCE AT ICROSSING
•  We were seen as tactical specialists: a utility
•  Good because we did work that no one wanted
to do but that generated results
•  Wanted to be a digital agency
–  Started this process in 2007 and they are still
struggling to change their brand
USE SEARCH TO PROMOTE STRATEGIC
INSIGHT
Link by link, click by click, search is building
possibly the most lasting, ponderous, and significant
cultural artifact in the history of humankind: the
Database of Intentions.
- John Battelle
Author of The Search: How Google and its rivals rewrote the
rules of business and transformed our culture
LINGUISTIC PROFILE
Industry)Language)
Oral care
Oral health
Locate dental professional
Good oral hygiene
Oral hygiene
Good Oral hygiene
Whitening
Battery-powered toothbrush
Kid s toothbrush
Professional whitening system
148
5,232
10
190
5,155
190
5,075
145
592
670
17,407
Search
Volume per
month
Consumer)Language)
Dental care
Dental health
Find a dentist
Dental hygiene
Dental hygiene
Personal hygiene
Tooth whitening
Electric toothbrush
Child toothbrush
Tooth whitening system
188,818
74,588
29,525
24,558
24,558
17,670
146,212
16,522
835
6,205
529,491
Search
Volume per
month
EXPERIENTIAL MAPPING
•  Objective – Understand the customers
purchase decision process and how search
language changes as the process moves
forward. Connect with customers using their
own language.
•  Methodology - Guided focus group sessions
•  Results – deep understanding of your
category s buying process and the
accompanying search language. Knowledge of
how to get the consumer to the right place on
your site at the right time in the purchase
process
Partnerships
Locations
Programs
Career Opportunities
Financial Aid
Profiles
Guidance
News
Corporate
Events
Students
Alumni
Teachers
Admissions
Financial Aid
Corporate
Counselors
CONNECT)FIND) Ma2)Hill)–)Directed)High)Schooler)
Sample)Customer)Journey)
3*
1*
2*
8*
Ma0 s*Journey:)
Matt searches for vocational and
technical schools for mechanics in
New Jersey. Finds Lincoln
Matt checks out career placement
details (wants to work in Mercedes
or BMW)
While online, Matt s mom asks if
it s a good school, Matt shows her
accreditations
Checks out student testimonials
and career section to see if he
might fit in with Lincoln Tech s
culture
Matt wonders if he can afford
school, and visits financial aid
Needs more information, emails
rep who replies to schedule appt.
Lincoln rep visits home, speaks
with Matt and Mom
Mom goes online to find directions
to school
Mom drives son, he visits school
and meets with admissions,
financial aid, and teachers
Enroll at school
4*
5*
6*
Reputation
7* 9*
10*
11*
12*
Culture Money Change
12*
11*
10*
9*
8*
7*
6*
4*
5*
3*
2*
1*
Discover Consider Contact Visit Apply
CMO’S PERSPECTIVE
5/22/1
4
copywrite right intel / proprietary & confidential
Wealth of information creates a poverty of
attention- Herbert Simon
)
CREATE A PERFORMANCE
FRAMEWORK
Sell more enterprise technology solutions to the Fortune 1000.
Increase each customers' lifetime value.
AWARENESS ADVOCACYACTIONCONSIDERATION
Become a legitimate
contender for enterprise
solutions.
Drive customer learning
and cultivate customer
relationships.
Increase enterprise
packaged solutions sales
and maximize customer
lifetime value (LTV).
Turn select customers
into public advocates for
Acme enterprise
packaged solutions.
MEASURE OF
EFFECTIVENESS
MEASURE OF
EFFECTIVENESS
KPI
MEASURE OF
EFFECTIVENESS
KPI
MEASURE OF
EFFECTIVENESS
KPIKPI
Q1 Q2 Q3 Q4Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
QUALIFIED
LEADS
VENDOR
CONSIDERATION
CUSTOMER
LIFETIME VALUE
CUSTOMER
REFERENCE
STORIES
80% 75%
CURRENT GOAL
1:1 SALES
PRESENTATIONS
# Delivered
CASE STUDIES
DELIVERED
SHORTEN
SALES CYCLE
SALES CYCLE
1
TARGET
CUSTOMERS
NEWSLETTERS
SUCCESS
VIDEOS
Views
CUSTOMER
REFERENCE
MOST TRUSTED
TO PROVIDE
SERVICES
Enterprise
Perspective
Leads /
Qualified Leads
TRADESHOW
& EVENTS
EVENT 1
EVENT 2
EVENT 3
EVENT 4
AD 1
AD 2
AD 3
AD 4
Brand traits /
Perceptions
TV, PRINT &
DIGITAL ADS
QUALIFIED
Unique visitors
THOUGHT
LEADERSHIP
SECTION 1
SECTION 2
SECTION 3
PERFORMANCE
FRAMEWORK
230 South 500 West, Suite 215
Salt Lake City, Utah 84101
801 575 6000 PHONE
801 575 6001 FAX
chuck@rightintel.com EMAIL
www.rightintel.com
PERFORMANCE FRAMEWORK
Sell more enterprise technology solutions to the Fortune 1000.
Increase each customers' lifetime value.
AWARENESS ADVOCACYACTIONCONSIDERATION
Become a legitimate
contender for enterprise
solutions.
Drive customer learning
and cultivate customer
relationships.
Increase enterprise
packaged solutions sales
and maximize customer
lifetime value (LTV).
Turn select customers
into public advocates for
Acme enterprise
packaged solutions.
KPI KPIKPIKPI
Q1 Q2 Q3 Q4Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
QUALIFIED
LEADS
VENDOR
CONSIDERATION
CUSTOMER
LIFETIME VALUE
CUSTOMER
REFERENCE
STORIES
80% 75%
CURRENT GOAL
PERFORMANCE
FRAMEWORK
230 South 500 West, Suite 215
Salt Lake City, Utah 84101
801 575 6000 PHONE
801 575 6001 FAX
chuck@rightintel.com EMAIL
www.rightintel.com
One)Objec@ve!)
PERFORMANCE FRAMEWORK
Sell more enterprise technology solutions to the Fortune 1000.
Increase each customers' lifetime value.
AWARENESS ADVOCACYACTIONCONSIDERATION
Become a legitimate
contender for enterprise
solutions.
Drive customer learning
and cultivate customer
relationships.
Increase enterprise
packaged solutions sales
and maximize customer
lifetime value (LTV).
Turn select customers
into public advocates for
Acme enterprise
packaged solutions.
MEASURE OF
EFFECTIVENESS
MEASURE OF
EFFECTIVENESS
KPI
MEASURE OF
EFFECTIVENESS
KPI
MEASURE OF
EFFECTIVENESS
KPIKPI
Q1 Q2 Q3 Q4Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
QUALIFIED
LEADS
VENDOR
CONSIDERATION
CUSTOMER
LIFETIME VALUE
CUSTOMER
REFERENCE
STORIES
80% 75%
CURRENT GOAL
# Delivered
CASE STUDIES
DELIVERED
SHORTEN
SALES CYCLE
SALES CYCLE
TARGET
CUSTOMERS
SUCCESS
VIDEOS
Views
MOST TRUSTED
TO PROVIDE
SERVICES
Enterprise Leads /
TRADESHOW
& EVENTS
EVENT 1
EVENT 2
EVENT 3
EVENT 4
AD 1
AD 2
AD 3
AD 4
Brand traits /
TV, PRINT &
DIGITAL ADS
Unique visitors
THOUGHT
LEADERSHIP
SECTION 1
SECTION 2
SECTION 3
PERFORMANCE
FRAMEWORK
Salt Lake City, Utah 84101
801 575 6000 PHONE
801 575 6001 FAX
chuck@rightintel.com EMAIL
www.rightintel.com
One)Objec@ve)and)KPI)for)each)part)of)the)funnel)
PERFORMANCE FRAMEWORK
Sell more enterprise technology solutions to the Fortune 1000.
Increase each customers' lifetime value.
AWARENESS ADVOCACYACTIONCONSIDERATION
Become a legitimate
contender for enterprise
solutions.
Drive customer learning
and cultivate customer
relationships.
Increase enterprise
packaged solutions sales
and maximize customer
lifetime value (LTV).
Turn select customers
into public advocates for
Acme enterprise
packaged solutions.
MEASURE OF
EFFECTIVENESS
MEASURE OF
EFFECTIVENESS
KPI
MEASURE OF
EFFECTIVENESS
KPI
MEASURE OF
EFFECTIVENESS
KPIKPI
Q1 Q2 Q3 Q4Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4
QUALIFIED
LEADS
VENDOR
CONSIDERATION
CUSTOMER
LIFETIME VALUE
CUSTOMER
REFERENCE
STORIES
80% 75%
CURRENT GOAL
REVENUE
Q1 Q2 Q3 Q4
Views
ROI / TCO
CALCULATORS
# Generated
1:1 SALES
PRESENTATIONS
# Delivered
CASE STUDIES
DELIVERED
Solution Brief
Downloads
SOLUTION BRIEF
CUSTOMER
SURVEY
8 8.5
CURRENT GOAL
Q1 Q2 Q3 Q4
DEALS
CLOSED
SHORTEN
SALES CYCLE
SALES CYCLE
Sales Cycle by Product
1
2
3
4
SALES TRAINING
ACCOUNTABILITY
SECTION 1
SECTION 2
SECTION 3
SALES PERSON
SURVEY
7.5
CURRENT GOAL
Did the materials provided
by the sales department,
simplify the sales process
7
SALES MODEL/
INCENTIVES
TARGET
CUSTOMERS
NET PROMOTER
SCORE
65 70
CURRENT GOAL
NEWSLETTERS
Opens/clicks
SUCCESS
VIDEOS
Views
CUSTOMER
REFERRAL
Leads generated from
current customers
CUSTOMER
REFERENCE
RPOGRAM
CUSTOMER
EVENTS
EVENT 1
EVENT 2
EVENT 3
EVENT 4
122
156
137
281
ONLINE
COMMUNITIES
Unique
Visitors
FORUM 1
FORUM 2
FORUM 3
CASE
STUDIES
PRESS
RELEASES
MOST TRUSTED
TO PROVIDE
SERVICES
Enterprise
Perspective
MOST TRUSTED
TO PROVIDE
SERVICES
Per vertical industry
Video News &
Clicks
DIGITAL VIDEOS
VIDEO 1
VIDEO 2
VIDEO 3
VIDEO 4
Leads /
Qualified Leads
TRADESHOW
& EVENTS
EVENT 1
EVENT 2
EVENT 3
EVENT 4
Leads /
Qualified Leads
WEBCASTS/
ONLINE EVENTS
EVENT 1
EVENT 2
EVENT 3
EVENT 4
SOLUTIONS
OFFERED
MOBILE
CLINICIAN
CONVERGED
HEALTH MANAGEMENT
VIRTUAL
VISIT
INDEPENDENT
LIVING
Which of the following solutions
does Acme offer?
AD 1
AD 2
AD 3
AD 4
Brand traits /
Perceptions
TV, PRINT &
DIGITAL ADS
Unaided / Aided
Awareness
TV, PRINT &
DIGITAL ADS
Impressions
VERTICAL
PRINT
Attendees
PUBLISHER
ROUNDTABLES
Web Metrics
QUALIFIED
VISITOR ANALYSIS
SALES
INTERACTION
Unique visitors
THOUGHT
LEADERSHIP
SECTION 1
SECTION 2
SECTION 3
Impressions /
Clicks.
VERTICAL
DISPLAY
# LEADS
Leads generated from
current customers
VENDOR
SHORT LIST
Gartner
Forester
FRAMEWORK
Keep)track)of)other)measures)
TELL STORIES WITH DATA
PRESIDENTIAL DAILY BRIEF
5/22/1
4
copywrite right intel / proprietary & confidential
Presidential Daily Brief
)
FBI DEFINES INTELLIGENCE AS
•  Data that has been analyzed + refined
•  Conclusions drawn about implications
FBI Defines Intelligence as:
- Data that has been analyzed + refined
- Conclusions drawn about implications
)
CYCLING CASE STUDY: DATA
INTRO DATA VISUALIZATION
TAKE OFF THE BLINDERS
TO MOVE FROM SEARCH TO CMO
•  Use Search to highlight strategic insight
•  Create a Performance Framework
•  Take off the blinders
•  Tell stories with data
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SLCSEM May 2014 - From Search to CMO

  • 1. CHUCK SHARP Chief Executive Officer chuck@rightintel.com 801 244 4382 5/22/14
  • 3.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10. MY EXPERIENCE AT ICROSSING •  We were seen as tactical specialists: a utility •  Good because we did work that no one wanted to do but that generated results •  Wanted to be a digital agency –  Started this process in 2007 and they are still struggling to change their brand
  • 11. USE SEARCH TO PROMOTE STRATEGIC INSIGHT
  • 12. Link by link, click by click, search is building possibly the most lasting, ponderous, and significant cultural artifact in the history of humankind: the Database of Intentions. - John Battelle Author of The Search: How Google and its rivals rewrote the rules of business and transformed our culture
  • 13. LINGUISTIC PROFILE Industry)Language) Oral care Oral health Locate dental professional Good oral hygiene Oral hygiene Good Oral hygiene Whitening Battery-powered toothbrush Kid s toothbrush Professional whitening system 148 5,232 10 190 5,155 190 5,075 145 592 670 17,407 Search Volume per month Consumer)Language) Dental care Dental health Find a dentist Dental hygiene Dental hygiene Personal hygiene Tooth whitening Electric toothbrush Child toothbrush Tooth whitening system 188,818 74,588 29,525 24,558 24,558 17,670 146,212 16,522 835 6,205 529,491 Search Volume per month
  • 14. EXPERIENTIAL MAPPING •  Objective – Understand the customers purchase decision process and how search language changes as the process moves forward. Connect with customers using their own language. •  Methodology - Guided focus group sessions •  Results – deep understanding of your category s buying process and the accompanying search language. Knowledge of how to get the consumer to the right place on your site at the right time in the purchase process
  • 15. Partnerships Locations Programs Career Opportunities Financial Aid Profiles Guidance News Corporate Events Students Alumni Teachers Admissions Financial Aid Corporate Counselors CONNECT)FIND) Ma2)Hill)–)Directed)High)Schooler) Sample)Customer)Journey) 3* 1* 2* 8* Ma0 s*Journey:) Matt searches for vocational and technical schools for mechanics in New Jersey. Finds Lincoln Matt checks out career placement details (wants to work in Mercedes or BMW) While online, Matt s mom asks if it s a good school, Matt shows her accreditations Checks out student testimonials and career section to see if he might fit in with Lincoln Tech s culture Matt wonders if he can afford school, and visits financial aid Needs more information, emails rep who replies to schedule appt. Lincoln rep visits home, speaks with Matt and Mom Mom goes online to find directions to school Mom drives son, he visits school and meets with admissions, financial aid, and teachers Enroll at school 4* 5* 6* Reputation 7* 9* 10* 11* 12* Culture Money Change 12* 11* 10* 9* 8* 7* 6* 4* 5* 3* 2* 1* Discover Consider Contact Visit Apply
  • 16.
  • 18. 5/22/1 4 copywrite right intel / proprietary & confidential Wealth of information creates a poverty of attention- Herbert Simon )
  • 20. Sell more enterprise technology solutions to the Fortune 1000. Increase each customers' lifetime value. AWARENESS ADVOCACYACTIONCONSIDERATION Become a legitimate contender for enterprise solutions. Drive customer learning and cultivate customer relationships. Increase enterprise packaged solutions sales and maximize customer lifetime value (LTV). Turn select customers into public advocates for Acme enterprise packaged solutions. MEASURE OF EFFECTIVENESS MEASURE OF EFFECTIVENESS KPI MEASURE OF EFFECTIVENESS KPI MEASURE OF EFFECTIVENESS KPIKPI Q1 Q2 Q3 Q4Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 QUALIFIED LEADS VENDOR CONSIDERATION CUSTOMER LIFETIME VALUE CUSTOMER REFERENCE STORIES 80% 75% CURRENT GOAL 1:1 SALES PRESENTATIONS # Delivered CASE STUDIES DELIVERED SHORTEN SALES CYCLE SALES CYCLE 1 TARGET CUSTOMERS NEWSLETTERS SUCCESS VIDEOS Views CUSTOMER REFERENCE MOST TRUSTED TO PROVIDE SERVICES Enterprise Perspective Leads / Qualified Leads TRADESHOW & EVENTS EVENT 1 EVENT 2 EVENT 3 EVENT 4 AD 1 AD 2 AD 3 AD 4 Brand traits / Perceptions TV, PRINT & DIGITAL ADS QUALIFIED Unique visitors THOUGHT LEADERSHIP SECTION 1 SECTION 2 SECTION 3 PERFORMANCE FRAMEWORK 230 South 500 West, Suite 215 Salt Lake City, Utah 84101 801 575 6000 PHONE 801 575 6001 FAX chuck@rightintel.com EMAIL www.rightintel.com
  • 21. PERFORMANCE FRAMEWORK Sell more enterprise technology solutions to the Fortune 1000. Increase each customers' lifetime value. AWARENESS ADVOCACYACTIONCONSIDERATION Become a legitimate contender for enterprise solutions. Drive customer learning and cultivate customer relationships. Increase enterprise packaged solutions sales and maximize customer lifetime value (LTV). Turn select customers into public advocates for Acme enterprise packaged solutions. KPI KPIKPIKPI Q1 Q2 Q3 Q4Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 QUALIFIED LEADS VENDOR CONSIDERATION CUSTOMER LIFETIME VALUE CUSTOMER REFERENCE STORIES 80% 75% CURRENT GOAL PERFORMANCE FRAMEWORK 230 South 500 West, Suite 215 Salt Lake City, Utah 84101 801 575 6000 PHONE 801 575 6001 FAX chuck@rightintel.com EMAIL www.rightintel.com One)Objec@ve!)
  • 22. PERFORMANCE FRAMEWORK Sell more enterprise technology solutions to the Fortune 1000. Increase each customers' lifetime value. AWARENESS ADVOCACYACTIONCONSIDERATION Become a legitimate contender for enterprise solutions. Drive customer learning and cultivate customer relationships. Increase enterprise packaged solutions sales and maximize customer lifetime value (LTV). Turn select customers into public advocates for Acme enterprise packaged solutions. MEASURE OF EFFECTIVENESS MEASURE OF EFFECTIVENESS KPI MEASURE OF EFFECTIVENESS KPI MEASURE OF EFFECTIVENESS KPIKPI Q1 Q2 Q3 Q4Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 QUALIFIED LEADS VENDOR CONSIDERATION CUSTOMER LIFETIME VALUE CUSTOMER REFERENCE STORIES 80% 75% CURRENT GOAL # Delivered CASE STUDIES DELIVERED SHORTEN SALES CYCLE SALES CYCLE TARGET CUSTOMERS SUCCESS VIDEOS Views MOST TRUSTED TO PROVIDE SERVICES Enterprise Leads / TRADESHOW & EVENTS EVENT 1 EVENT 2 EVENT 3 EVENT 4 AD 1 AD 2 AD 3 AD 4 Brand traits / TV, PRINT & DIGITAL ADS Unique visitors THOUGHT LEADERSHIP SECTION 1 SECTION 2 SECTION 3 PERFORMANCE FRAMEWORK Salt Lake City, Utah 84101 801 575 6000 PHONE 801 575 6001 FAX chuck@rightintel.com EMAIL www.rightintel.com One)Objec@ve)and)KPI)for)each)part)of)the)funnel)
  • 23. PERFORMANCE FRAMEWORK Sell more enterprise technology solutions to the Fortune 1000. Increase each customers' lifetime value. AWARENESS ADVOCACYACTIONCONSIDERATION Become a legitimate contender for enterprise solutions. Drive customer learning and cultivate customer relationships. Increase enterprise packaged solutions sales and maximize customer lifetime value (LTV). Turn select customers into public advocates for Acme enterprise packaged solutions. MEASURE OF EFFECTIVENESS MEASURE OF EFFECTIVENESS KPI MEASURE OF EFFECTIVENESS KPI MEASURE OF EFFECTIVENESS KPIKPI Q1 Q2 Q3 Q4Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 QUALIFIED LEADS VENDOR CONSIDERATION CUSTOMER LIFETIME VALUE CUSTOMER REFERENCE STORIES 80% 75% CURRENT GOAL REVENUE Q1 Q2 Q3 Q4 Views ROI / TCO CALCULATORS # Generated 1:1 SALES PRESENTATIONS # Delivered CASE STUDIES DELIVERED Solution Brief Downloads SOLUTION BRIEF CUSTOMER SURVEY 8 8.5 CURRENT GOAL Q1 Q2 Q3 Q4 DEALS CLOSED SHORTEN SALES CYCLE SALES CYCLE Sales Cycle by Product 1 2 3 4 SALES TRAINING ACCOUNTABILITY SECTION 1 SECTION 2 SECTION 3 SALES PERSON SURVEY 7.5 CURRENT GOAL Did the materials provided by the sales department, simplify the sales process 7 SALES MODEL/ INCENTIVES TARGET CUSTOMERS NET PROMOTER SCORE 65 70 CURRENT GOAL NEWSLETTERS Opens/clicks SUCCESS VIDEOS Views CUSTOMER REFERRAL Leads generated from current customers CUSTOMER REFERENCE RPOGRAM CUSTOMER EVENTS EVENT 1 EVENT 2 EVENT 3 EVENT 4 122 156 137 281 ONLINE COMMUNITIES Unique Visitors FORUM 1 FORUM 2 FORUM 3 CASE STUDIES PRESS RELEASES MOST TRUSTED TO PROVIDE SERVICES Enterprise Perspective MOST TRUSTED TO PROVIDE SERVICES Per vertical industry Video News & Clicks DIGITAL VIDEOS VIDEO 1 VIDEO 2 VIDEO 3 VIDEO 4 Leads / Qualified Leads TRADESHOW & EVENTS EVENT 1 EVENT 2 EVENT 3 EVENT 4 Leads / Qualified Leads WEBCASTS/ ONLINE EVENTS EVENT 1 EVENT 2 EVENT 3 EVENT 4 SOLUTIONS OFFERED MOBILE CLINICIAN CONVERGED HEALTH MANAGEMENT VIRTUAL VISIT INDEPENDENT LIVING Which of the following solutions does Acme offer? AD 1 AD 2 AD 3 AD 4 Brand traits / Perceptions TV, PRINT & DIGITAL ADS Unaided / Aided Awareness TV, PRINT & DIGITAL ADS Impressions VERTICAL PRINT Attendees PUBLISHER ROUNDTABLES Web Metrics QUALIFIED VISITOR ANALYSIS SALES INTERACTION Unique visitors THOUGHT LEADERSHIP SECTION 1 SECTION 2 SECTION 3 Impressions / Clicks. VERTICAL DISPLAY # LEADS Leads generated from current customers VENDOR SHORT LIST Gartner Forester FRAMEWORK Keep)track)of)other)measures)
  • 24.
  • 26. PRESIDENTIAL DAILY BRIEF 5/22/1 4 copywrite right intel / proprietary & confidential Presidential Daily Brief )
  • 27. FBI DEFINES INTELLIGENCE AS •  Data that has been analyzed + refined •  Conclusions drawn about implications FBI Defines Intelligence as: - Data that has been analyzed + refined - Conclusions drawn about implications )
  • 28.
  • 31.
  • 32.
  • 33.
  • 34.
  • 35. TAKE OFF THE BLINDERS
  • 36.
  • 37.
  • 38. TO MOVE FROM SEARCH TO CMO •  Use Search to highlight strategic insight •  Create a Performance Framework •  Take off the blinders •  Tell stories with data