Rebranding: A 4 Step Plan for B2B Marketers

When you’re trying to pull off changes to something so strategic and foundational to the
growth of the company, you can’t afford to get it wrong. Many people mistakenly think that
rebranding is just about the logo design or the latest advertising. But if you planned on
opening a restaurant, you wouldn’t choose the decorations before pouring the foundation
and constructing the building; those items come much later. And it's the same with
rebranding: you wouldn't rush into creating things that make up your brand essence – like
identity/logo and design/style before you've put down the building blocks of your brand
foundation – like positioning/value props and messaging/differentiation.
With that, let’s walk through the steps for carrying out any rebranding so you
can keep your company up-to-date and competitive within your industry.
B2B Connected. The 4-Step Plan for B2B MarketersB2B Connected. The 4-Step Plan for B2B MarketersB2B Connected. The 4-Step Plan for B2B MarketersB2B Connected. The 4-Step Plan for B2B Marketers
I’ve spent my entire 25-year career in
technology companies that serve the
B2B market, and one common theme
has been constant change. Those
changes have been driven by a new
corporate strategy, new acquisition,
new product launch, new technology
development, and new competitors
entering the market. So I’ve spent a lot
of time thinking about how to refresh
corporate brands to ensure they stay
relevant to employees, partners and,
most importantly, customers. While
consumer product brands tend to
change at a glacial pace, it’s been my
experience that technology company
brands, especially in highly dynamic
markets like online marketing, need to
be updated every 2 to 3 years. Some-
times this means a quick refresh of the
company messaging and other times it
means a total overhaul of everything.
© 2016 MultiView. All Rights Reserved. 2
Todd Ebert
Chief Marketing Officer

STEP 1: LAY THE FOUNDATION
When I say that we're laying the foundation, let me be more specific - you start the
rebranding process with the corporate strategy and foundational elements of your
brand [mission, target markets/customers you serve, value props, key messages, etc.].
You’ve got to get these pillars set before you dive into developing your brand essence
[identity, personality, etc.] and execution [websites, campaigns, etc.]. To help guide
this process I’ve developed a simple framework that shows the critical steps for
a successful rebranding.
In my experience the whole process
takes a minimum of 6 months for a
corporate rebrand, though product
rebranding can be done more
quickly. It may sound simplistic but I
always start by making sure that the
executive team is 100% aligned on
the corporate strategy. Interview
your CEO, COO, CFO, CPO and
other senior leadership to get each
person’s definition of the company’s
market opportunity, target
customers, product roadmap, and
SWOT as well as their take on the
company mission statement. Yes, this
means you’ll have to schedule many
one-on-one meetings, but this step is
critical to getting your brand right
before going into execution mode.
Overlooking this step means you
could wind up building your brand
on an old, shaky foundation.
B2B Connected. RebrandingB2B Connected.

Pay close attention to what you’re
hearing in all of these interviews and
meetings. It’s crucial that you listen for
common answers on the strategy,
messages, and overall value
proposition for customers – and more
importantly, that you identify any
major disagreement on those items.
If these key leaders disagree on any
element you’re going to have a hard
time building the right
brand foundation.
© 2016 MultiView. All Rights Reserved. 4© 2016 MultiView. All Rights Reserved.
For example, in my prior life I
interviewed three C-Level executives
about our strategy, and they were
not at all aligned. One thought we
should aim to be the technology
leader, another thought we should
be the customer experience leader
and the third thought we should
enter a whole different line of
business. Now how was I supposed
to build the right brand for our
strategy when these three couldn’t
agree on what we wanted to be
when we grew up?
A word of warning: Don’t get so stuck on internal stakeholders that you forget about the
opinions of the people you really need to serve – customers. Do primary market research with
your customers to find out what they think about your company. And if your budget allows,
interview key market analysts and influencers to get their perspective on where the company
stands in the market. This will give you an “outside in” viewpoint to balance out the input from
key executives and sales leaders.
Doing all this prep work will ensure that you have the right information from the very
beginning and that you and your senior leadership are all on the same page about the
direction of the rebranding.
After doing all this work you’ll hopefully be in tune with the corporate strategy, but then what?
This leads us to our next step, where I’ll go in depth about how to use what you’ve learned to
develop the key elements of your brand foundation [mission, values, positioning,
differentiation, etc.].
B2B Connected. RebrandingB2B Connected.
Here’s a list of questions I use
when doing the interviews.

As an old boss used to say, “It’s simple, it’s just not easy.” You need to take all the notes from
your interviews and sit down and write a detailed positioning and messaging document (PMD)
for your company. Maybe I’m old school, but what ever happened to writing things down? A
couple bullets on a slide are not sufficient for defining your company brand and value
proposition. It’s not quick, and it’s not easy, but it’s imperative that you create a long-form
document that is the ultimate authority on who your company is, why it exists, what value it
provides to customers, where it’s going.
Our PMD here at MultiView ended up being around 12 pages (single space) and took
many hours, days and weeks of thinking and iteration to get right. Remember, this document
will be used to develop your brand and communications across stakeholders including
customers, partners, agencies, analysts and employees.
PMD: Building Blocks
Basic facts and stats. To create baseline content, agencies and others need to know the
basics, such as when the company was founded, size (employees, revenue), executive
leaders, industries you serve, locations, key technologies and product lines, numbers of
customers, key publicly available financial data, etc.
While there are many variations of how to format a PMD,
I typically divide mine into two sections.
STEP 2: DEVELOP YOUR POSITIONING
AND MESSAGING DOCUMENT
Earlier in this ebook, I drew an analogy between rebranding your company and building a
restaurant. The point being that you need to build a strong foundation before worrying about
the design elements. In the first section, we poured the brand foundation by interviewing
senior leadership about key elements of the corporate strategy, like company mission, target
customers, product roadmap and more. For this step, we’ll use all the insights we gleaned to
start framing out the building i.e. developing the positioning and messaging that are the key
elements of our new brand.
B2B Connected. Rebranding

Differentiating facts and stats. These are the things that set you apart in your market like
technologies, distribution, expertise, etc. In our case: being the technology pioneer and
leader of our market with over 15 years of experience in B2B publishing, having run over
1 million campaigns, collecting data on millions of B2B buyers over a decade, and
designing over 400,000 display ads for B2B campaigns.
Target markets, customers, decision-makers. This involves describing all the markets you
serve and the types of customers you would ideally want to win in each market (e.g. SMBs in
healthcare or large enterprises in manufacturing). For each of your major markets and lines
of business you should create a detailed customer profile (also called a persona) including
their role, title, demographics, firmographics, challenges, related services they use, places
they go for information, and lots more. You should also write a detailed description of the
decision-makers for your types of products and the process by which they research and
select new vendors.
Customer pain points. For each customer persona, you need to detail their specific pain
points, problems and challenges that are relevant to the solutions you provide. This is essential
in order to complete the next step where you’ll explain your company’s value proposition in
terms of how you solve customers’ problems. Remember, no bullets – write these out in detail.
Hopefully you can leverage direct research with your customers and not just go by gut feel.
Company/industry classification. This is how industry analysts or financial analysts would classify
your company using standard industry terminology. To make it even more clear, you should
also define what type of company you are not. For example, MultiView is a digital marketing
solutions provider for B2B companies. MultiView is not an ad agency and is not an ad network.
Vision/mission. Clearly state the purpose of your company, which doesn’t mean what it does
but why you do what you do. For example, Google’s mission is “to organize the world’s
information and make it universally accessible and useful,” not to enable people to search
or send email.
PMD: Value & Differentiation Messages
Now that you’ve covered the basics, you need to write formal messaging that answers
the questions you asked all the stakeholders during your interviews. You’ll recall from
the first step that these include:

Company description. This is the long-form version of your “About Us” copy on your website
or press release. It should provide the overall story of the company and highlight how long
you’ve been in business, what markets you serve with which products, where you operate,
and your value proposition and differentiation at a high level. (See next two bullets)
Value proposition. Write the detailed explanation of how your products and services help
solve the customers’ problems. This should be described in terms of the true value you
deliver not just product features and benefits.
Competitive difference. This is one of the most important parts of the whole process so you’ll
want to spend a lot of time clearly articulating why your company is better than all the other
choices the customer has to solve their problem.
After you’ve developed all your core
messages, you’ll need to distill them
down into the key pillars of your
brand. These are the actual words
(and accompanying descriptions)
that define what makes your
company truly great and how you
want people to perceive your brand.
By way of example, we put our three
brand pillars right on our homepage
to showcase what makes us unique.

STEP 3: CONDUCT THE AGENCY SEARCH
In step two we discussed the need to write a detailed positioning and messaging document
that serves as the definitive reference for building your new brand, and the campaigns and
communications that follow. As you’re going through that process you also need to begin
another critical process: searching for an agency to design your new brand identity and
develop your website.
Unless you’re lucky enough to have your own in-house digital agency, you’ll go through a
real-life buying journey like we’re always talking about on our blog.
Speaking of websites, that is the primary place where people will interact with your brand so a
good test of your messaging is to formally copy write your “About Us” page that tells your story
exactly as you want customers, press, and analysts to see it. Then take that draft document and
get feedback from internal stakeholders and customers. Here’s an example of what we did on
our “About” page and our “B2B Connected” story page.
The next step is to begin defining your brand essence, which includes your personality, identity
/logo, design/style and voice/tone. And it starts by conducting an agency search – assuming
you don’t have an in-house creative agency or you want to get a fresh, external perspective.
Our journey took roughly two months. It began with online research, googling terms like “B2B
agency” and “B2B web design” and reviewing the websites of dozens and dozens of agencies.
From there, we narrowed it down to seven agencies that seemed to have the capabilities and
experience to do what we needed. We did a series of initial calls with each of them to explain
our objectives, and then visited their shop to get their pitch and meet their team. After that, we
chose Imaginuity, a longstanding digital agency in Dallas.
Throughout the whole process, we wanted to make sure that we were evaluating the agencies
objectively on the criteria that mattered most for our rebranding. So we developed a scorecard
to do just that.

Once you have your agency in-hand (and have followed all the other steps in the rebranding
process leading up to this point), you have everything you need to make your new brand come
to life. In the B2B world, building your brand should start with your website. That’s because your
product isn’t sold in supermarkets and you’re not running Super Bowl ads. Potential customers,
partners and employees all go to your website as the primary way to learn about your company
and your products.
Permit me a quick tangent. When I started out in marketing there was no internet, nothing was
digital and websites didn’t exist. Everything was analog. Developing a new brand started with the
agency creating several foam core “mood boards,” with logos, colors, fonts, pictures and other
elements arranged on them that communicated your brand essence. Sometimes they would
even create comps of your print ad or corporate brochure. Then, you would choose the best
concept and move ahead with producing various ads, trade show materials and collateral.
Did we feel comfortable with their level of experience in the B2B space? Did their brand strategy
have depth and purpose? Were their creative, development and copywriting skills truly up to snuff?
And finally, how did we feel about working with the team itself? Rating each vendor on these
criteria helped ensure we weren’t just going with our gut, and they can help you do the same.
Brand/Digital Agency Selection Scorecard
DOWNLOAD SCORECARD

Folks my age will remember those old trade journal ads with pictures of servers and
paragraphs of technical specs in size 8 Times New Roman <heavy sigh>. I mention this to show
the stark contrast to present day where everything is digital and people search, surf and
socialize online – both for their consumer purchases AND their commercial purchases.
Today, the center point of your B2B brand is your website because the other elements that
make up your digital brand presence – like your PR, social media, email marketing and
content marketing – all point back to it. So as you’re working through your rebranding, you’ll
want your agency to develop the modern version of the mood board: mockups of your home
page with headlines, messaging, color palettes, iconography, and graphics that show you the
possibilities of how your brand could be expressed.
But getting to that point takes some prep work. Before our agency worked on any website
concepts, the account team came to our offices for a full day of immersion into our company,
including a deep dive into our corporate strategy, product suite, road map, marketing plan and
certainly our PMD. The agency team also did their own fact-finding by interviewing key stakeholders
in the company, all so they could recommend a brand archetype to guide the design of the
website concepts. The graphic below from Imaginuity shows the many alternatives, and after much
discussion and debate we decided the Hero archetype best expressed our brand essence.
Brand Archetype
Brand Archetype

This was a key step that enabled the agency to develop three different website concepts that
brought our brand strengths to life. We reviewed the concepts as an executive team, picked
the best one and worked with Imaginuity over the next few months to actually bring the
website – and the brand – to life.
But finishing the site was just the beginning of our entire rebranding. In the last part of this
ebook I’ll go over how we announced our brand both internally and externally and then
activated it through campaigns.
STEP 4: LAUNCH YOUR BRAND
Now that we’ve covered the process of finding the right digital agency as well as the process
of developing brand concepts and building the website, you should have a solid
understanding of how a brand is updated. But your work isn’t over yet. In this final step,
I’ll talk about how to activate your brand once you’ve done all the heavy lifting of building it.
Speaking of heavy lifting, I’ve seen far too many marketers who finish their brand or site
project, breathe a sigh of relief, and then move on to other projects. As tempting as that might
be after months of hard work, you need to face the fact that you have to spend as much time
(or more) launching the brand or site as you did creating it.
Brands are very complex things so you’ve got to make sure all your stakeholders – customers,
partners, agencies, analysts and employees — understand what changed and why. How can
you expect them to get excited about it if you’re not?
I take the approach of treating the brand/site launch the same as a major new product
development program. From the onset, I share the full development roadmap [note the
choice of the words development and roadmap] in terms of all the many stages including:
strategic plan and business case, positioning and messaging, initial design concepts and
prototypes, coding, testing and bug fixing, user acceptance, exec review, and last but not
least full launch with training and marcomm. That way everyone understands that the
brand/site is a major strategic investment and sees how it will help them and the company
meet business objectives.

In the interest of brevity I won’t cover the entire project again, but let’s take a look at how we
planned the last part – the launch, training and communications for our new brand here
at MultiView.
Many weeks prior to the go-live date, we formed a launch team and came up with a detailed
plan. I know it’s an old fashioned saying but “plan the work and work the plan” really works. It
all started 10 days before the launch with a kickoff breakfast for all of our company leaders
where our CEO and I covered the new brand strategy in depth and how it would help us reach,
engage and win more customers. We shared our internal communication timeline and enlisted
their help in reinforcing the messages to their teams during and after the launch (again like a
new product launch).
Sending a bunch of emails to employees is fine, but you need to have leaders drive the points
home or they’ll get missed or misunderstood. In short, we wanted to get our managers fired up
so that they could get the troops fired up. We made this a big deal so they would understand it
was a big deal. Make no mistake: It is a big deal.
Two Weeks Before Go-Live
We held a kickoff breakfast with
company leaders to educate them on
the brand and enlist their help in driving
the message throughout their orgs.
One Week Before Go-Live
We sent an email every morning for five
days with a teaser about the new
website and a tip of the day about
how to use it to win more customers.
The one to the right explains how our
new Resources section of the website
helps build our credibility with prospects
as experts in our field.
We put up nicely designed “coming
soon” posters in the hallways, elevators
and bathrooms using key elements of
the new brand.
Here’s the summary list of the tactics we carried out

In addition to all of that, I personally sent
an email to all employees with a detailed
explanation of the new brand and website,
emphasizing the significance to
the company.
Afternoon of Go-Live
We used a time-tested tactic of throwing a party with food and prizes to drive attendance.
We centered the whole thing around our new brand theme “B2B Connected.” Our “Connect
Four” tournament and bingo game encouraged people to connect with the new brand and
with each other. As you can see in the pictures above we had a pretty good time.
Morning of Go-Live
We put a large printed infographic on
everyone’s desk so they got it when
they arrived in the morning. The graphic
(shown to the right) was a fun
way to convey the benefits of the site
features along the same lines as the one
you may have seen that says “should I
eat bacon” where every path ends with
the answer “yes.”
We also put a miniature version of the
“Connect Four” game on everyone’s
desk with an invitation to our launch
party in the afternoon. The game fit with
our brand theme – “B2B Connected”
and foreshadowed several “connect”
games and contests.

The Week After Go-Live
I sent a company-wide email the week after the launch showing off some additional content
and the initial results of our campaigns.
We continued the bingo game with prize drawings every day for a week as people turned in
their completed cards that required them to answer detailed questions about content on the
new website. We announced winners in additional emails nightly.
Like any marketing
campaign, the key is
reach and frequency.
We used a variety of
marcomm tactics before,
during and after the
launch to drive awareness
and engagement with the
new brand. I often call
myself the redundant man
of redundancy since I
know that you have to hit
the same messages over
and over in order for them
to be absorbed.
Oh, and one last minor
detail. When you launch
your new brand and
website you’ve got to
update a million other
materials. Ok, it’s not a
million but it can feel like it.
To the left is our laundry list
of items that we built or
updated in tandem with
the launch.
DOWNLOAD CHECKLIST

People think of rebranding as just a creative exercise, but it’s so much more than that because
it’s deeply strategic and rooted in the core brand values of your company. Even after you’ve
established what those brand values are and you’ve built a website that embodies them, it
takes tremendous attention to detail to bring them to life in the hundreds of places people
engage with your brand. It’s a tough process to be sure – but one that comes with payoffs like
improving your competitive position, engaging more prospects and winning more customers.
Well, this has turned into a much longer chapter than I had intended and I haven’t even
covered external communications yet. So I’ll just quickly become obvious man and state that
you need to do the same type of rigorous planning for your customer-facing communications
and campaigns.
In our case, we developed several display ad campaigns about our new brand across our
entire customer buying journey – persona targeting, behavioral targeting, intent targeting and
site retargeting. Here are a couple examples of each concept.

From Fortune 100 enterprises to technology
startups, I’ve spent twenty-five years with my
sleeves rolled up leading B2B marketing teams
that drive growth. As CMO of MultiView, I’m
marketing products that help other B2B
marketers connect with more customers. I
believe that marketing is the biggest key to
success in today’s hyper-competitive market,
and companies who don’t understand that
fact will ultimately fail. When I’m not working,
I’m a Snapple drinking, chili pepper growing,
craft beer loving, volleyball coaching, bad
golfing, Longhorn cheering husband and father.
Visit us at multiview.com
Learn more about
rebranding today
972.402.7070 solutions@multiview.com
I’d love to connect
with you on Twitter –
@ToddEbert
Good luck on your own rebranding journey and feel free to reach out to me if you’d like to
chat in more depth about any of the subjects I’ve covered in this ebook.

Rebranding: A 4 Step Plan for B2B Marketers

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