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UX Design

Unlocking success: The impact of collaborative product development

About this series: Great products are not just about great functionality, pretty graphics, or even revenue. Great products are about solving problems for the people who use them so well that they return again and again. It’s easy to miss the needs those humans have when focusing on the individual components from a specific (and inherently limited) perspective. Each department in your business sees a different part of the story and a different way that customers engage with products. As we continue to explore the business value of great design, remember that only the BEST problem statements deliver the best designs. And when it comes to delivering the best problem statements, cross-functional teams have the advantage. Let’s unlock the potential of great design as the ultimate path to great business and how cross functionality advances it.

See the first installment of our three-part series here: Define the problem, not the solution.

What happens when teams align?

Design excellence requires more than individual brilliance; it demands diverse talents and perspectives. Digital products today are so easy to build that great digital products must shine brighter than most, which means solutions must be sourced from across the business landscape and not just from one person or team. Collaboration is pivotal for exceptional design and each player has a vital role toward innovation in product development and customer experience. 

There is power that arises when different disciplines converge, contributing their unique insights to sculpt a solution and then align on building that experience together. Let’s look at the magic that happens when teams align for collaborative product development.

Introduction to cross-functional teamwork

The concept of cross-functional teamwork is easy to grasp; when more perspectives are available, there should be fewer gaps during design and build. Executing well on a cross-functional team, however, can be incredibly challenging and depends on many factors, including leadership, organizational structure, time and talent available, and individual personalities. Much of the challenge of effective teamwork in general is alignment. It can be difficult for a company to work toward a single strategic goal if one team is doing something radically different. Cross-functional teams have a distinct advantage in this situation as they can draw on team members’ experiences from various disciplines to move toward a singular goal. Collaborative product development enhances efficiency and becomes a cornerstone for cultivating a culture of creativity and adaptability within an organization.

When companies organize by customer experience or mission rather than by feature or technology stack, there is a lot of opportunity to build cross-functional teams with shared goals. This strategic approach allows a customer outcome to be analyzed and improved from various perspectives, unlocking gaps or opportunities that might have otherwise been missed. Think about a customer that is signing up for a new software product. In that single customer experience, they will likely encounter the general marketing of the company and the product itself, as well as welcome emails, onboarding tutorials, and probably a community of users, not to mention new targeted social media ads. In a cross-functional team, there are a lot fewer gaps than if different team members handle each of those customer touch points. 

Building cross-functional teams

At the heart of building effective cross-functional teams lies the intentional structure of diverse skill sets to propel creative problem-solving. That doesn’t mean that all skill sets are required all the time. Building a cross-functional team is as much about communication and timing around when and how skill sets are brought together. Understanding how and when to bring team members in and out of the conversation (with the right amount of context and background) is a skill that each organization must build and refine. 

As we shared in the first part of this series, great design starts with a strong problem statement. But problem statement development can also be the starting point for effective cross-functional collaboration.  Sharing qualitative and quantitative UX research results across a diverse team to build a great problem statement will ensure that the right team members are being consulted for the cross-functional team to create the best customer experience to solve that problem. It’s useful to bring various stakeholders together during a solutioning conversation, essentially beginning with the ‘entire’ team to get perspectives on the customer experience and potential solutions. It might seem like a design or marketing team is all that’s needed in this ideation stage, but it’s incredibly valuable to bring varying perspectives in at this point. After that, it’s more useful to think of all of those participants as stakeholders who need to be ‘informed,’ but the responsibility will shift from department to department as the development progresses. 

As in the example above, there are various customer touchpoints that different teams might own, but all of the stakeholders involved need to be informed each step of the way in order to ensure a cohesive customer experience. For example, when the marketing website for a new product is being launched, the product design team needs to ensure that the expectations set on the marketing website reflect the realities of the final product. Similarly, the customer success team needs to ensure they aren’t asking customers for information they’ve already provided via the marketing website or other pre-sales activity. By keeping these cross-functional team members informed, they can hold each other accountable for gaps, missed opportunities or missed expectations throughout the customer experience.

We know a thing or two about communication across teams. Learn more about how Tallwave builds bridges between business and technology.

Critical information for critical stakeholders

Cross-functional teamwork is vital to the success of a good product but that doesn’t mean that each stakeholder must be present for each conversation. Being efficient when sharing critical information can really elevate the communication across team members. Documentation and communication needs to go beyond live, collaborative communication to consider how to effectively institutionalize critical information in a way that contextualizes it for different stakeholders while driving alignment to an overarching vision and topline business goals. These versatile communications become more than just documents or “updates;” they evolve into powerful tools that communicate a unified vision, fostering cohesion and alignment among teams and organizations. A well-built roadmap is an excellent example of a flexible communication strategy that can share the most critical information to a variety of stakeholders. When presenting to leadership, the roadmap can be collapsed to only show the highest level strategy and initiatives. As conversation is required and/or different stakeholders are included, the roadmap can be expanded to show various tasks and strategies that will come together to deliver the initiatives. Leveraging communication tools that can adapt to the intended audience is a valuable way to keep communication up to date across team members.

Summing it up: Embrace a collaborative process

Creating and fostering a strong cross-functional and collaborative culture may not be the most obvious enabler to exceptional product design. But the impact of driving diverse perspectives into the product design process is key to unlocking its full business value. It can be difficult to create a highly collaborative environment, particularly when time is tight, the strategic importance of collaboration isn’t clear, and organizational silos get in the way. Enlisting the help of a neutral third party can be an effective way to broker buy-in on the value of strong cross-functional collaboration, align priorities across different teams and departments, and challenge historical organizational silos. Beyond the product design strategy and execution support we provide to our clients, we often find that the role we play in uniting cross-functional teams behind a common goal and achieving a shared point of view is equally valuable. 

Are you ready to embrace a cross-functional and collaborative design process led by a strategic partner? Tallwave is ready to get to work and help your organization excel. Let’s talk.

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Customer Engagement Strategy Uncategorized

Data-centricity: Takeaways from the Snowflake Data Cloud World Tour 

We recently had the privilege of attending the Snowflake Data Cloud World Tour event in Austin, Texas. It was a full day of presentations, demos, and customer breakout sessions dedicated to discussing the technical and cultural challenges that organizations face as they strive to become more data-driven. Industry leaders who have harnessed the power of Snowflake’s data processing technologies and platform experts convened to shed light on the evolving landscape of data utilization and the critical need for businesses to adapt.

In today’s business environment, where access to data has reached unprecedented levels, success hinges not on the sheer volume of data you have access to but on how effectively you can leverage it to make informed decisions on an ongoing basis. In fact, research by Mckinsey & Company found that insight-driven companies report above-market growth and EBITDA (earnings before interest, taxes, depreciation, and amortization) increases of up to 25%.

Our most significant takeaway from the event was the pervasive sense of urgency, coupled with encouragement, that resonated throughout the sessions we attended. In the fast-paced world of business, staying ahead of the curve is imperative. The lifeblood of modern organizations is data, and if your company hasn’t already placed your first-party data at the forefront of your decision-making process, you risk falling behind. While it’s one thing for decision-makers to prioritize data, it’s another to instill a data-centric culture throughout your entire organization.

During the event, we heard from business leaders who recounted their early efforts to get their data houses in order. Some of these efforts date back to 2017 and 2018 when these visionaries recognized the transformative power of data and embarked on a strategic journey. Fast forward, as 2024 approaches, data isn’t merely a choice—it’s a necessity. If your organization hasn’t embraced a data-centric approach yet, the time to dive in is now.

Right after returning from the event, we received a timely report from Experian Research, focusing on the “Data Quality Revolution.” The message was crystal clear: if your business isn’t placing a strong emphasis on access to high-quality data, you should be, and the time to act is now. Continue reading as we explore the key takeaways from both the Snowflake event and the complementary Experian report.

The shift towards data-centricity: Where we stand

In the realm of data-driven decision-making, businesses are no longer tentatively testing the waters; they’re taking a deep dive. As highlighted in the Experian research report, “Over a third of business leaders say that better and faster decisions using data is a top priority to respond to market pressures. A continuous influx of accurate data enables team members—technical or not—to act with confidence. This is a claim that we see year after year and is vital in a market that is moving faster than ever.” 

This sentiment echoes the progressive strides made by forward-thinking companies showcased at the Snowflake event. For instance, the Senior Director of Data Architecture, Engineering, and Platforms at a Fortune 500 athletic retailer shared insights into their innovative use of real-time data. By monitoring inventory levels and analyzing optimal pricing strategies in real-time, they’ve effectively maximized space utilization and ensured optimal profitability without compromising margins. This sophisticated approach underscores how organizations at advanced stages of data maturity leverage their data reservoirs to tackle genuine business challenges. Experian defines data maturity as “the extent to which your business can collect valuable data, derive meaning from it, and leverage this information in the decision-making process.” 

Successful companies are often able to point to a mature data strategy that is disseminated throughout the organization that lends them a competitive edge. Consider Netflix or Amazon, for example. Both companies utilize their data to personalize content and provide product recommendations that increase customer satisfaction and ultimately drive greater customer engagement, retention, and overall revenue. 

However, this level of sophistication isn’t universal. For numerous organizations, the journey along the data maturity curve is just beginning. Bridging the gap between recognizing the potential of data-centricity and effectively implementing it remains a common challenge encountered across various industries.

A graph going the data maturity curve

The challenges: Technical and cultural hurdles

One of the key challenges emphasized at the event was the demand for tools that can expedite the transition to data-centricity without subjecting organizations to extended development timelines. In today’s fast-paced business landscape, waiting months for development to design and implement complex systems is simply not feasible and leads to frustration throughout the organization. 

What businesses need are solutions that are agile, efficient, and user-friendly. Experian “[s]urveyed businesses are looking at their technology to plan for scaling, expanding, and innovating data quality initiatives including easy-to-use tools for business users (50%).”  The emphasis on user-friendly tools highlights a critical aspect of overcoming technical hurdles—providing accessible platforms that empower business users, regardless of their technical backgrounds, to harness the full potential of data, ensuring that the journey towards data-centricity is smooth and collaborative.

Learn more about building bridges between business and technology.

Embracing the potential, feeling the pain

Many organizations now find themselves at a crossroads—they’re acutely aware of the immense potential that a data-centric approach offers, but they are equally familiar with the growing pains that accompany this transformative journey. The heightened awareness of the benefits is juxtaposed with the acknowledgment of the challenges. This duality can be both motivating and overwhelming. The Experian research report echoes this sentiment, revealing a profound truth: “Year after year, we find that data investment equates to business growth. Our study shows that 95% of super performers—these high-achieving and data-mature leaders—believe that data quality is fundamental to business operations going forward.”

This statistic underscores the critical importance of data quality in the contemporary business landscape. It’s not merely a matter of investing in data; it’s about investing in high-quality, accurate data that can fuel informed decision-making and drive business growth. The realization that data quality is intrinsically linked to future success is a powerful motivator for organizations navigating the complexities of the data-centric journey. It signifies a shift in mindset from viewing data as a mere asset to recognizing it as a cornerstone upon which robust business operations are built.

While the challenges are palpable, so are the rewards. Embracing the potential of a data-driven approach means not only understanding the significance of data quality, but also taking proactive steps to address it. As organizations grapple with the intricacies of data utilization, this awareness becomes a guiding light, illuminating the path toward transformative change. By investing in data quality, businesses not only mitigate risks but also position themselves for sustained growth and innovation.

In this landscape of shifting paradigms, Tallwave stands as a strategic partner, ready to navigate the complexities of the data revolution alongside your organization. We offer tailored solutions designed to guide you and your teams to think through what data matters to your organization and build a culture that ensures your business is not just prepared for the future but actively shaping it. Let’s embark on this transformative journey together—where challenges become opportunities and data becomes the cornerstone of your success.

Tallwave: Your partner in the data journey

If your organization is ready to embark on the journey of embracing data-centricity but you’re uncertain about where to start, Tallwave is here to provide expert guidance. We know the intricacies of this transformation, offering expertise in both technical solutions and cultural adaptations across various teams in your organization. Our approach is tailored to your specific needs, ensuring a seamless integration of data-centric practices into your existing framework.

Ready to make the shift?

Don’t wait until you’re left further behind—take action now. Discover the business benefits, navigate the challenges, and transform your data potential into tangible results. Your journey toward a data-centric future starts today. We’re ready to lead the way.

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Customer Engagement Reaching New Customers Strategy

Convergent commerce: Going beyond omnichannel retail this shopping season

The holiday season is just around the corner, and that means Black Friday, Cyber Monday, and the annual avalanche of gifts, deals, and shopping sprees is practically upon us. It’s that time of year when consumers embark on an epic quest to find the perfect presents and snag the best bargains. But for frenzied holiday shoppers, a poor shopping experience goes over about as well as coal in the stocking. 

While overall holiday spending is expected to stay relatively flat with last year, shoppers are expected to purchase fewer gifts to balance the effects of inflation. That means retailers are likely competing for fewer total purchases. At a time when cost consciousness is high and consumer loyalty is low, brands that can offer consumers a friction-free, customer-centric experience all tied up with a bow will be the winners this holiday shopping season. 

Let’s delve into the latest shopping trends, highlight some common shopping experience pitfalls, and provide valuable recommendations to ensure a seamless and enjoyable holiday shopping experience for your customers that puts your brand on the nice list.

Macro Trend: What is convergent commerce?

Shopping has become an increasingly multi-channel experience, blurring the lines between digital and physical shopping experiences. While data suggested that preference for online retail was waning heading into 2023, e-commerce is expected to be a major channel for holiday spending with over 60% of consumers planning to do at least 40% of their shopping in that channel. But with channels evolving and new channels emerging, channel preferences get increasingly difficult to predict. It also makes the notion of omni-channel retail where a seamless shopping experience across several channels a less desirable goal. 

Consumers are less interested in retailers creating curated multi-channel experiences and more interested in climbing into the driver’s seat themselves. Consumers want an anytime, anywhere commerce experience where they call the shots and execute their shopping activities—from browsing products on live streams to comparing prices across brand apps and AI-powered search, checking items in person for quality, ordering online to ship directly to gift recipients and everything between—wherever they want, whenever they want based on their changing preferences. That’s convergent commerce. It’s a shift from an experience that offers optionality (online vs. in-store) with parity, to frictionless fluidity. 

If that sounds like a tall order, that’s because it is. Shifting from either/or considerations for the retail channels you engage in to activating across multiple channels at once in an integrated and seamless way requires considerable thoughtfulness. Convergent commerce relies on a data-informed (and frequently validated) understanding of what your customers value and their shopping preferences, strong data quality management, and a commitment to breaking down silos across teams, technology stacks, decision-making processes, virtually every facet of your business.

But it’s also a tremendous opportunity to create a consumer experience that’s truly differentiated. Consumers aren’t looking for more of the same; they want experiences that are uniquely tailored to them. And for brands that embrace the concept of convergent commerce, a powerfully divergent experience that sets them apart from competitors can be the reward. 

Micro Trends: Delivering a better customer experience now

According to the National Retail Federation, this holiday shopping season is already underway with over 40% of consumers reporting they planned to begin their holiday shopping in October or earlier. That means today’s consumers can’t wait for your brand’s future convergent commerce strategies to take shape. And brands can’t let perfect be the enemy of progress when it comes to making this year’s shopping experience the best it can be. So what can brands do to better meet the needs of holiday shoppers right now? Reflecting on my own shopping experience, there may be more opportunities for quick wins than many retailers realize.

As both a holiday gift giver and receiver, my shopping considerations are the same as a lot of other holiday shoppers this season. Even though I regularly start my shopping before November, I’m always short on time. So convenience is key for me and online shopping is a great fit. I want to give gifts that feel personal and thoughtful, but with family all over the country, I’m concerned about the costs and potential delays of shipping. So like 55% of Americans who will buy at least one gift card this holiday season, experiential gifts in the form of gift cards, passes, tickets, etc. are high on my list. In what will be the dominant shopping channel (online) focusing on items that are subject to fewer inventory, stocking, and supply chain disruptions than a lot of other gift categories (gift cards), my shopping experiences have included a surprising amount of friction. So my gift to you is three ways you can ensure the holiday shopping experiences you’re serving up don’t leave consumers with a “bah humbug” feeling:

Consider the End-to-End Experience Gifting Experience

The actual purchase is only half the journey, but the gifting experience begins and ends outside the shopping cart. From the ability to effectively manage an influx of traffic from holiday browsers to ensuring gifts can easily be returned or exchanged, brands must consider the end-to-end experience to eliminate friction for both gift buyers and recipients. 

There have definitely been times in my own shopping experiences where a slow, laggy, friction-filled experience has driven me to abandon ship. In fact, this year I’ve begun using the app released by one of my favorite body care retailers. I’m a bargain hunter, but I’m not great about remembering to use my coupons before they expire. I was drawn into the app by the wallet and loyalty points features that keep track of both and give me anytime, anywhere access to them right from my phone. I could shop from the app, but I like to be able to “smell before I buy” when it comes to body products and using the “pick up in store” feature allows me to browse only the inventory I can actually test in the store. Unfortunately, the popup for selecting a store by zip code or my current location just spins. This has been the case up to the time of writing this post despite multiple app updates. So I’ve got two choices when faced with this friction: I can abandon the app and move to the website in hopes of a better experience or I can say “Scrooge it” and move onto something else. 

If you want to avoid turning gift givers and recipients into Grinches here are some tips for ensuring your delivering a gifting experience that sleighs from the first mile to the last:

  • Get your website traffic-ready: There’s nothing more frustrating than a website that takes forever to load. Consumers have zero patience during the holiday rush. A slow website will send them searching for alternatives so your website should be a well-oiled machine. Test its loading speed, ensure mobile-friendliness, and fix any broken links or errors. A smooth online journey will make customers stay and shop. 
  • Take deals directly to customers: Utilize customer data to provide personalized recommendations and offers. Making your customers feel special by proactively showing them that you understand their needs and preferences will help bring them to you.
  • Offer clear and flexible pickup and returns: With consumers moving between physical and digital channels across the customer journey, offering clarity around return policies and flexible pickup and return options will better allow you to meet customers in their channels of choice. Offer the option for customers to order online and pick up items in-store or return online purchases at your physical location for maximum convenience.
  • Have strong support standing by: The holiday season means long hours for your customer support team. Failing to respond promptly to inquiries or complaints can lead to disgruntled customers who won’t hesitate to share their grievances on social media. Implement chatbots, and set up a system for addressing inquiries and complaints promptly. Social media monitoring can help you spot and address issues early.

Make conversion dead simple

Optimizing high-value actions like purchases to the fullest extent means thinking beyond the point-of-purchase mechanics of your e-commerce platform to other experiential elements. Using language within the purchase experience that makes sense to consumers, providing the information consumers need to solidify buying decisions, making relevant payment options easy to use, and ensuring parity of experience across device types can make or break the buying experience. 

I was recently on the website for my favorite purveyor of chocolates with the goal of building a custom box of chocolates and I found myself getting tripped up at key points in the experience. After selecting the size and type of box I wanted to fill, it was time to select my candies. I specifically wanted dark chocolate and was surprised that there didn’t appear to be any search filters on the page; there was just a typical-looking search bar with “Search for flavors” as the hint text and a magnifying glass at the right edge of the box. I scrolled around the site to make sure the filters weren’t just oddly placed and after finding none, I begrudgingly opted to use the search. As I clicked into the box to search the word, “dark,” I discovered that what was designed to look like a typical search bar was actually a drop-down set of filters, which included a filter for dark chocolate. I proceeded to fill my box and initiated the checkout process and got all the way to the payment screen—the final conversion point—before realizing there was no option to select a store for pickup. At no point in the process did I have an option to choose a fulfillment option other than shipping (which also had a cost). Ultimately, I abandoned my cart after the experience left me with a bad taste in my mouth. 

Here are a few tips for ensuring your conversion experience is as sweet as a box of chocolates:

  • Simplify checkout processes: Your customers are looking for a seamless shopping experience, not a labyrinth of forms and confusing steps during checkout. So your checkout process should be as easy. Offer guest checkout options that prioritize speed and simplicity, enable auto-fill features, and provide multiple payment options. Simplify the process, and you’ll see a boost in completed purchases.
  • Avoid hidden fees and charges: Shoppers hate surprises, especially when it involves extra costs at checkout. Display all costs clearly and be upfront about shipping fees, taxes, and any other charges. A transparent pricing strategy builds trust and encourages purchases.
  • Reduce the pain of out-of-stock items: Nothing’s worse than finding the perfect gift only to discover it’s out of stock, so it’s critical to stay on top of your inventory. Ensure your inventory management software is equipped to prevent overselling, notify customers promptly if a product is out of stock, and suggest similar items to keep them engaged.

Consider people and process

Successful convergent commerce experiences require a seamless transition from one channel to the next. That means that the people and processes underpinning the in-store experience need to be equipped with the tools, training, policies, etc. needed to support customers who began their shopping journey in a digital channel (and vice versa). 

I was gifted a digital gift card to one of my favorite restaurants. Because I have three kids, I tend to opt for take-out and delivery more than in-restaurant dining, and I was looking forward to redeeming my gift card for dinner after a particularly hectic day. However, I discovered I wasn’t able to redeem the gift card on my favorite food delivery app or the restaurant’s website. I had to call in and have them run the gift card over the phone. And because the restaurant offers delivery through its app partners only, I was forced to place an order for pickup rather than delivery. The restaurant is in a very busy area, and having to drive, park, and go into the restaurant completely undercut the reason why I decided to order instead of cook. To make matters worse, the staff working seemed to be confused and inexperienced with the restaurant’s pick-up processes. As a result, I spent 20 minutes sitting at the bar waiting for them to sort it out before I could pick up the dinner I’d originally intended to have delivered. I really love their food, so the experience won’t keep me away entirely. But I can tell you their gift cards won’t appear on my wish list until they offer the ability to redeem them for delivery.

Here are a couple of tips for keeping customers from going from joyed to annoyed as they transition between digital and physical experiences:  

  • Drive brand consistency across touchpoints: Your online and in-store experiences should feel like two sides of the same joyful holiday coin. That means these experiences should feel connected in every way. Avoid creating functional silos between in-store and online experiences when it comes to ease of purchase; redemption of gift cards, coupons, and promotions; and returns and ensure where differences do exist—like offering a broader range of product options online or running online and in-store exclusive promotions—they feel purposed and beneficial to your customers. 
  • Prepare your in-store team: Train your in-store staff to be knowledgeable about your online offerings and promotions. They should be ready to assist customers in placing online orders, redeeming digital gift cards, and answering product-related queries.

In the world of holiday gifting, experience is everything. Shoppers are looking for convenience, transparency, and joy during their quest for the perfect gifts. And gift recipients are looking for ease and flexibility when it comes to redeeming, exchanging, returning, and using gifts. By staying ahead of the latest trends, addressing common pitfalls, and implementing our recommendations, your business can ensure a memorable holiday shopping experience for your customers. Even if achieving truly convergent commerce is still a future destination on your roadmap, implementing these strategies will help you deliver a cohesive shopping experience that supports customers as they transition between online and in-store shopping. This flexibility not only meets the evolving demands of today’s consumers, but also positions your brand as one that truly values creating a differentiated experience that puts customers at the center. No matter where your brand is in your convergent commerce journey, we can help you ensure each step along the way creates value for your customers and your business.  

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Customer Engagement Innovators Series Mindfulness Reaching New Customers Value Realization

The smart money is on treating marketing as an operating expense

As a digital agency CEO with a strong financial bent and a finance leader with deep experience in the agency space, we’ve seen the financial dance between marketing and finance teams more times than we can count. And we’ve heard some pretty creative approaches for classifying marketing expenses in different ways. While there’s no hard and fast rule that’s 100% right 100% of the time, more often than not the most compelling case is for treating marketing as an operating expense. This decision isn’t just a matter of semantics; it can have a significant impact on your business’s financial health and agility. 

Operating vs. Capital expenses

Before we dive into why you should treat marketing as an operating expense, let’s clarify the difference between operating and capital expenses.

What Is an operating expense?

Operating expenses, often referred to as OpEx, are day-to-day costs incurred to keep your business running. Think salaries, rent, utilities, and yes, marketing expenses. OpEx is immediately deductible against your revenue, reducing your taxable income.

What is a capital expense?

Capital expenses, often referred to as CapEx, are investments in long-term assets, like buying a new factory or upgrading your IT infrastructure. CapEx is typically depreciated over time, which means it’s deducted gradually over several years.

Now that we’ve defined these two expense types, let’s talk about why we recommend putting marketing investment on the OpEx side of the ledger.

The temptation of a capital expense classification

While we believe the strongest argument is for classifying marketing as an operating expense, we understand why some companies may be tempted to categorize it as a capital expense. It can inflate the company’s assets on the balance sheet, potentially presenting a more favorable financial picture to investors and stakeholders. Additionally, tax implications can sometimes favor capitalizing marketing expenses, especially when a company is looking to spread out deductions over several years to minimize immediate tax liability. However, it’s essential to weigh these potential benefits against the flexibility and transparency that come with treating marketing as an operating expense to make an informed decision that aligns with the company’s overall strategy.

 In cases where marketing initiatives have long-lasting effects, such as brand-building campaigns, there might be an argument for considering them as capital investments. One area where this argument tends to be the strongest is in investment in digital properties like websites.

Websites can serve as long-term assets, contributing to a company’s brand image, customer acquisition, and revenue generation over an extended period. This aligns with the capital expense criteria of enduring benefits and a useful life spanning several years, so classifying website investment as a capital expense has its merits. By capitalizing website development costs, companies can gradually expense them over time, smoothing out the financial impact.

However, there’s a counterargument to consider. Capitalizing certain marketing costs so they don’t hit your expense line and EBITDA can be enticing, but in the future, these become dead expenses because they’re being depreciated. Doing this over multiple years will lead to carrying depreciated expenses that you’re not realizing tangible return on, which hinders your marketing team from driving a full return on each year’s expenses.

Additionally, the digital landscape evolves rapidly, and website technology becomes outdated quicker than many other capital assets. Treating website development as an operating expense recognizes the need for continuous updates, improvements, and adaptations to keep pace with changing user expectations and technological advancements. Moreover, categorizing website investment as OpEx offers immediate tax benefits, as these expenses are fully deductible in the year they occur, potentially reducing tax liability in the short term.

Ultimately, the classification of website investment as a capital or operating expense depends on the specific circumstances and strategic goals of the company. CFOs and finance teams must carefully assess whether the long-term benefits and gradual expense recognition of capitalizing website costs outweigh the agility and tax advantages offered by treating them as an operating expense. It’s a balancing act that requires a nuanced understanding of the company’s digital strategy and financial priorities.

The argument for marketing as an operating expense

Potential exceptions like website investment aside, marketing investments represent ongoing, essential costs incurred to sustain day-to-day business operations, promote revenue generation, and adapt to dynamic market conditions. Treating marketing as an operating expense aligns with the constantly evolving nature of the marketing landscape and offers a host of advantages:

It gives you the flexibility needed to adapt to rapid change

One of the primary reasons to treat marketing as an operating expense is that it reflects the reality of the marketing landscape today. Marketing isn’t a one-time investment; it’s an ongoing effort to connect with your audience, build brand awareness, and drive sales. In today’s fast-paced digital world, consumer preferences can change on a whim and marketing campaigns must be able to adapt rapidly. When it comes to marketing, you can’t simply “set it and forget it” like you would with a capital asset.

When it comes to marketing, you can’t simply “set it and forget it” like you would with a capital asset.

Treating marketing as OpEx provides greater financial flexibility, allowing you to adjust your marketing budget more easily in response to changing market conditions or business needs. When marketing is a capital expense, you’re stuck with the initial investment, whether it’s performing as expected or not, which can limit your ability to evolve and adapt. As companies take greater control over their data and leverage technologies like AI and ML to execute data-driven decision making at scale, the capacity for ongoing, real-time optimization of marketing activity to drive performance improvement will only increase. With OpEx, you can scale your marketing spend up or down as needed, allocate resources to new marketing channels, and pivot your strategy without making the same level of long-term commitment from a finance and accounting standpoint and without the burden of depreciating assets.

It enables better ROI tracking and more accurate financial reporting

Accurate financial reporting is essential for making informed business decisions. When it comes to marketing investment, treating marketing as an operating expense ensures your income statement accurately reflects the real cost of doing business. This transparency helps you understand the true profitability of your operations and facilitates more accurate forecasting.

For its part, marketing efforts have high expectations for delivering quantifiable returns, whether it’s in the context of return on ad spend, reduced cost of acquisition, improved lifetime value, or any number of other metrics used to evaluate return on marketing investment. When marketing is categorized as OpEx, it’s easier to track and measure its ROI in real-time. You can see how your marketing efforts impact revenue and adjust your strategy accordingly. With CapEx, ROI calculations become more complex and less immediate.

It makes your CFO’s job easier

Given our roles and backgrounds in financial stewardship, we know the importance of prudent financial management. And we know that’s the love language of most CFOs. Treating marketing as OpEx actually makes your CFO’s job easier. Here’s how:

  • Clearer financial statements: Treating marketing as OpEx leads to cleaner, more straightforward financial statements, simplifying your job in preparing financial reports and ensuring transparency for all stakeholders.
  • Easier budget management: With marketing as OpEx, you have greater control over the budget. You can allocate resources more dynamically, responding to changes in the market or business priorities. It’s easier to manage and forecast expenses when they align with the business’s actual needs.
  • Reduced risk: Capital expenses carry inherent risks. What if the asset becomes obsolete or doesn’t perform as expected? Treating marketing as OpEx eliminates the risk associated with depreciating assets, offering a more predictable financial landscape.

Take it from us, it’s a great way to endear yourself to your head of finance, which can grease the wheels when you’re looking for approval on decisions that need to be made quickly.

It can send the right signal to strategic marketing hires

This last advantage of classifying marketing as OpEx is an easy one to overlook, but it can be really impactful. Top marketing talent often prefers companies that treat marketing as an operating expense. You might be surprised if this question comes up in an interview for a strategic marketing hire. But when a candidate poses this question, it can be a great indicator of strategic thinking about the level of ongoing business value your company ascribes to marketing. Because they know it demonstrates a commitment to staying current and competitive, being able to tell candidates that you classify marketing as OpEx shows that your company views marketing as a dynamic and mission-critical function and is willing to invest in it continually for long-term success.

Betting on marketing as a dynamic driver of growth

Things are rarely cut and dry when it comes to strategic budgeting, and marketing is no exception. There will always be a need to balance near-term and long-term financial constraints, business goals, and the marketing strategies and assets that support them. And there may be sound business reasons to capitalize on certain marketing investments under particular circumstances. But in general, treating marketing costs as operational versus capital expenses provides the greatest benefit when it comes to optimizing marketing performance, maximizing ROI, simplifying marketing budget management, and positioning marketing as the dynamic level for driving business growth that it is. 

Regardless of how you classify marketing expenses on your budget sheet, fostering collaboration between marketing and financial leadership is key. Driving ongoing conversations between marketing and finance will help ensure that your finance team has a clear understanding of the business context for marketing investment, including the roles that various marketing investments play in achieving business goals, how return on those investments is defined, and what short- and long-term management and stewardship of those investments looks like and requires. It will also help your marketing team understand the broader financial parameter and requirements within which the business operates and the considerations that go into expense classification. 

Sometimes the best way to foster understanding between your marketing and finance teams is with a partner who understands both sides of the coin and can translate between their unique points of view. If you’re looking for guidance or support bringing these critical business functions closer together, let’s talk.

Categories
Customer Engagement Reaching New Customers Strategy

Mastering full-funnel marketing for lasting growth

Many companies have shifted their focus to bottom-of-funnel tactics, like paid search and retargeting ads, as economic uncertainty drives budget constraints and increases the pressure to make sales. However, this imbalanced approach will almost certainly have a lagging negative impact on revenue and ROI.

Implementing a full-funnel marketing strategy can fix the imbalance and ensure long-term growth and sustainability. Let’s look at the full marketing funnel, why stage-specific engagement matters, and how to bring them to life.

What are the stages of full-funnel marketing?

Marketing strategy is often compared to a funnel because of the shape it takes as consumers move through the purchase journey. 

A chart showing the conversion funnel.

Stage 1: Top-of-funnel

Awareness tactics (at the top of the funnel) are broad and cast a wide net to reach consumers. This might include things like radio ads, billboard ads, blogs, or public relations campaigns. 

The purpose of top-of-funnel tactics is to get your brand in front of your audience and generate brand awareness. As such, success for these individual tactics should be measured by publisher metrics like impressions, reach, frequency, and video completion rates or through survey metrics like lift in brand awareness and ad recall. A common misstep we see marketers make is trying to measure the success of a top-of-funnel tactic by the number of conversions it drives. Billboards aren’t going to result in a click-through conversion, but they do influence consumers who may not even know they want to buy your product or service yet. Similarly, an attribution model that ignores the role top-of-funnel tactics play as part of the confluence of factors that ultimately drive conversion can work against you.

Stage 2: Mid-funnel

Consideration tactics (in the middle of the funnel) focus on consumers who are familiar with and evaluating the brand. Tactics deployed at this might include product-specific emails, FAQ pages, and organic search strategy. 

This is the stage where we start to see consumers interacting with the brand so success metrics look different than those in the top of the funnel. Here, we are interested in engagement metrics like click-through rates, social media interactions, rich media interactions, average time on site, pages visited per website engagement, scroll depth, and non-conversion website events (e.g., PDF downloads, webinar registrations, video completions, etc.).

Stage 3: Bottom of the funnel

Conversion tactics (at the bottom of the funnel) get in front of consumers who are ready to make a purchase. Paid search is a major tactic at this stage of the funnel, but tactics might also include website content like comparison charts or savings calculators.

This is the stage at which we measure tactical success in terms of conversions. Consumers, influenced by the awareness and consideration driven higher up in the funnel from other tactics, are now ready to make a purchase or submit a lead form.

But it doesn’t end there! After consumers convert, they move into the loyalty part of the funnel. The tactics in this part of the funnel keep consumers coming back. It might include things like personalized content, rewards and loyalty programs, or incentive campaigns.

The success of your loyalty program can be measured by customer retention rate, customer lifetime value, and repeat purchases.

The lowest part of the funnel is advocacy, which is all about getting consumers to tell their friends about your brand. This often takes the form of customer reviews and referral programs and can be measured by metrics like customer satisfaction scores, online reviews and sentiment analysis, and social listening insights.

Why does a full-funnel marketing strategy matter?

Although marketers like to position their strategy into a nice, neat little funnel, the reality is that the consumer journey is not so nice and neat. It’s also not linear. On average, it takes 8-12 touchpoints with a brand to convert a customer! 

An image depicting the unclear path that often occurs between the first point of contact and conversion.

The beauty of a full-funnel marketing strategy is that it helps you meet consumers where they are in their journeys. It is a holistic, integrated approach that drives repeat exposure and facilitates multiple touch points with customers at different stages of their journey, which is critical for ensuring your brand is top of mind when the moment of truth comes and a buying decision is made.

The negative impact of a bottom-of-funnel approach

Conversion-focused tactics often get the most attention because they produce the most conversions. But consumers can’t convert if they aren’t aware of your brand. Consumers won’t convert if they know about your brand, but haven’t taken the time to consider what it means to them. By neglecting the upper parts of the funnel, you choke the funnel and restrict your ability to drive conversions in the long term.

Unfortunately, many companies get overly focused on the bottom-of-funnel tactics due to the very real and understandable pressure that marketers get from leaders focused only on transactional KPIs. This is especially true in times of economic uncertainty (check out our white paper on how to optimize your customer experience for recession resilience) when driving revenue takes on a heightened priority.

A broken funnel can manifest in many ways:

Poor engagement rates

If you skipped over the awareness part of the funnel, consumers may not be familiar with your brand. Trust and credibility have yet to be established and so they are not prepared to engage with your content.

High engagement, but low conversion

Similarly, if consumers are clicking, but not converting, may not be meeting them at the right point in their journey.

Conversion stagnation

Often a symptom of low-funnel strategies, you may have tapped out your available audience by ignoring critical awareness tactics.

Unintentionally over-indexing on first-time customers

It is 5-7 times more expensive to acquire new customers than to retain existing ones. If your customer base is over-indexed on new customers, you may need to double down on your retention efforts.

Decrease in branded searches

Customers can’t search for you if they don’t know about your brand. Investing in top-of-funnel tactics is crucial to driving brand awareness.

Increase in costs to convert

Persistent increases in cost per lead (CPL) or cost per acquisition (CPA) signal that you are competing for a finite, over-indexed audience and would benefit from upper-funnel tactics.

Bringing a full-funnel marketing strategy to life

If any of the scenarios above sound familiar, it’s probably time to evolve your marketing strategy to adopt a full-funnel approach.

Here are some key considerations when establishing a full-funnel marketing strategy: 

Teamwork makes the dream work

A full-funnel marketing strategy requires collaboration across multiple teams (think strategy, brand, paid media, creative, content, design, PR, email, loyalty… the list goes on!) to ensure thoughtful, cohesive customer experiences. Make sure you are pulling in representatives from all the appropriate teams to drive alignment and ensure consistency.

Measurement matters

An appropriate measurement strategy is key to keeping a full-funnel strategy on the rails. As we described when defining the stages of the funnel, KPIs must reflect where tactics sit within the funnel to properly measure success and make informed marketing decisions.

Similarly, an attribution model can make or break your strategy. Last-click attribution models in particular can influence over-indexing on bottom-of-funnel tactics by assigning credit to the last touch before a conversion. This model puts a thumb on the scale for bottom-of-funnel tactics, limiting the ability to optimize for the distinct goals of tactics that play other roles in the funnel. Linear or data-driven models are generally more effective at assigning appropriate value to tactics throughout the funnel. 

Be patient

The impact of a full-funnel strategy won’t be felt immediately. Upper-funnel efforts build future demand. Building loyalty and driving advocacy takes time. But this strategy sustains growth marketing investment in the long term by allowing you to reach more potential customers, extending the lifetime value of those customers, and generating more profit for less investment by driving efficiencies across the program.

The bottom line: full-funnel marketing strategies work

A recent Nielsen study of CPG brands showed that those with a full-funnel strategy had 45% higher ROI and a 7% increase in offline sales compared to marketing campaigns running in a single purchase stage.

We recently published a case study about how we helped a nonprofit client of ours drive efficiencies in their paid media program by enhancing their bottom-of-funnel paid media program to a full-funnel one. In the first year of running this full-funnel program, our client spent 9% more on paid media year over year, but produced 61% more donations.

Designing holistic customer experiences that drive growth is our strength. Because full-funnel marketing strategy is a team sport that requires participation from multiple teams, internal silos are the enemy of creating a holistic, integrated strategy. At Tallwave, we pride ourselves on two things: 1) relentlessly keeping the customer at the center of what we do at every stage of the journey and 2) driving integration and collaboration in the strategies that drive the customer experience so we can deliver successfully against your customers’ needs and your business goals. 

Ready to learn more about how Tallwave can help enhance your marketing program? Give us a shout!

Categories
Customer Engagement Reaching New Customers Strategy Value Realization

Driven by values: The new persona playbook

Target audience research and persona profiles have become a standard part of the marketing toolkit. Despite the changes I’ve experienced in my 20 years as a marketer as new technologies have emerged, channels have evolved, and customer expectations have become more demanding, the importance of persona profiles has been one of the few constants. A rich persona can be hugely beneficial in driving and informing how we engage with prospective customers, certainly through marketing efforts, but more broadly as well. 

Despite the rapid rate of change that has shaped the marketing landscape, how we approach persona profiles hasn’t changed all that much. I’ve seen personas with different levels of depth and layouts, but they’re generally pretty similar at their core. Most of the time, they include a combination of what your audience looks like, with details like their age, income, job title, and marital status. The more creative ones even include fictitious names and pictures. And the rest is some combination of consumer behaviors, statements, pain points, and information gathered from a fairly small number of representatives of your audience, often through interviews. 

But there’s one big problem with the traditional approach to personas. Nearly all the information they include has very little to do with what you care about most: WHY your customers buy and HOW to get prospective customers to do the same. The good news is we believe we have a better approach. In this post, I’ll share a method for audience research and persona development that taps into a huge repository of existing data to deliver insights on the values that drive your customers’ decisions.

Why Values Matter for Driving Consumer Behavior

Roy E. Disney, nephew of Walt Disney and longtime senior executive for the Walt Disney Company, put the power of values into the most succinct statement I’ve seen yet: “When your values are clear to you, making decisions becomes easier.” He understood that, just like our customers, we make decisions every day, not based on our demographics or our past behaviors, but on our values. And brands can tap into that power. If you know which values your best customers share, the values that motivate the buying behaviors you’re trying to inspire in prospective customers, you have the power to know what to do and say to get existing customers to say yes more often and to drive new customers to purchase.

The Disconnect between Values and Demographics

As it turns out, our values have little to do with our demographics. Our demographics might be part of the reason we don’t take a particular action. For example, odds are if I don’t have children, I’m not searching for pediatricians or childcare options. Being childless, which is part of my demographics, is the reason for my inaction. But for people who share the demographic condition of parents, that common characteristic only determines that searching for and selecting a pediatrician or a childcare option is a choice they’re likely to make. The demographic condition of being a parent has nothing to do with which choice they make and why. If it did, all parents would make the same choices. But of course, they don’t. They make different choices based on what they value. That’s why using demographics alone to connect with and influence your audience doesn’t really work. 

I think the values gap that exists within a traditional demographic and psychographic approach to audience research and persona profile development is something that most marketers recognize intuitively. But there haven’t been a lot of better options for uncovering the nuances of what an audience values in a scalable way. That is, until I listened to episode 331 of the Digital Marketing Podcast, The Death of Demographics, An Interview With David Allison. In it, David Allison talked about his book, The Death of Demographics, and the research data behind it that spawned the first big data tool that makes a scalable, data-driven approach to values-centric audience research and persona creation possible. 

The book is the product of a massive global research study known as the Valuegraphics Project (more on that in a minute) that finds that when it comes to values, humans agree about 8% of the time as a baseline. When you group by any demographic cohort—age, gender, income, marital status, you name it—that agreement only increases by 2.5%. So building a marketing campaign around what you think “Gen Z” or “working moms” or “retirees” care about is going to be only slightly more effective than throwing the spaghetti at the wall and deploying your campaign to anyone and everyone. Because while the year you were born, whether you have kids, and your employment status may influence decisions you will or won’t make, they don’t have anything to do with the “why” behind them.

So what will be more effective? The answer is valuegraphics.

The Valuegraphics Project

The Valuegraphics Project is a global mapping of core human values, the drivers behind all our decision making. Through nearly a million surveys deployed in 152 languages in 180 countries across the world evaluating 436 values-related metrics, 56 core human values emerged. And 15 statistical clusters of agreement around subsets of those values, which the architects of this project call “archetypes,” emerged from that research data. Those 15 archetypes can be used as the basis for valuegraphic personas, each representing an audience that is demographically diverse, but highly aligned on values.

So building a marketing campaign around what you think “Gen Z” or “working moms” or “retirees” care about is going to be only slightly more effective than throwing the spaghetti at the wall and deploying your campaign to anyone and everyone.

This focus on values doesn’t mean demographics and psychographics don’t have a place—they do. They can be practical and effective ways to limit your audience based on functional barriers to making the decisions you want them to make. But demographics and psychographics won’t help you understand what actually drives those decisions. You need valuegraphics for that. That audience data triad of demographics, psychographics, and valuegraphics all come together with your audience engagement strategy in the Value Thinking process.

A Venn Diagram showing Values Thinking. Values Thinking is a process for identifying the underlying values that motivate your target audience so you can build an engagement strategy around those values.
Values Thinking is a process for identifying the underlying values that motivate your target audience so you can build an engagement strategy around those values.

Valuegraphics in Action

Chart showing Value Graphics in Action: The U.S. vs the world.
Value Graphics in Action: The U.S. vs the world.

So how do you go about putting valuegraphics to work to better understand and engage your audience? It starts with understanding the valuegraphics profile for your target regions and then surveying your target audience to illuminate their dominant and least dominant valuegraphic archetypes. 

Regional Valuegraphic Profiles

One of the outputs of the Valuegraphics Project is a set of region-specific profiles that tell you the top values for each region. Looking at the regional valuegraphics profile for the US, we know that belonging, family, relationships, personal growth, and health and wellbeing make up the top 5 values for the region. Looking at the top 5 values for the US compared to the rest of the world, we see that family and relationships are valued similarly. But there’s significant divergence between the US and the rest of the world when it comes to belonging and health and wellbeing. 

If you’re targeting a US-based audience, that’s already much more useful than any demographic or psychographic data when it comes to not just getting in front of, but influencing your audience to take a particular action. No matter what else you say, if you can connect your product or service to the values of belonging and health and wellbeing, your efforts will be much more effective at striking a chord than they would be with demographic and psychographic data alone.

Valuegraphic Archetypes

Value Graphics in Action. This chart shows "The Adventurer" archetype.
Value Graphics in Action: Adventurer Archetype.

With the valuegraphic profile for your target region, you’re ready to uncover the most and least dominant valuegraphic archetypes of your audience. Let’s say you’ve surveyed members of your audience and determined that the dominant valuegraphic archetype among them is the Adventurer. This is the 7th most common archetype globally representing 10% of the population. So you’re already getting much more narrow than the regional profile. When you get down to archetypes and the values they contain, you’re tapping into a currency that not only drives human behavior, but drives it in remarkably similar ways for those who share these values. 

Comparing the regional valuegraphic profile of the US with this specific archetype, two points of meaningful distinction in the top 5 values are immediately apparent. Experiences aren’t in the top values for the region at all, so focusing on this value will be uniquely resonant to this group. Personal growth is in the top 5 values for the region, but it’s ranked much higher for this particular archetype. Tapping into these values will create an engagement strategy that’s uniquely relevant for this specific audience. So in this example, we’ve deployed a valuegraphic survey to the kinds of customers we want to find more of. And in analyzing that data, we uncovered the Adventurer as the dominant archetype. How do we get from here to a values-driven persona that marketing and other teams within our business can sink their teeth into? 

Building a Better Customer Profile: Valuegraphic Personas

We’ve taken this process one step further to create personas based on the valuegraphic profiles we’ve built around specific audiences. One of the first things that makes these personas stand out from the traditional fare is what they don’t include. What you won’t see in this kind of persona are the demographic elements you typically see (a picture, fake name, age, and bio). That’s by design because they generally have nothing to do with the action we want to compel. And including them can imply that they do. Best case scenario, it’s not helpful. Worst case scenario, it can cause us to arbitrarily limit our audience and cut us off from engaging with values-aligned prospective customers.

Here’s what you will find in one of our valuegraphic personas:

  • The valuegraphic archetype(s) represented and a brief description of it, including contextual statements from people who share the archetype(s)
  • Statistics on how common this persona is in your region and their degree of values alignment
  • Highlights of the most and least dominant values, which serve as driver and detractor values respectively
  • A list of qualities and characteristics that are virtually certain (in that they’re true for 90%+) and highly likely (75-89%) to be shared by people who represent the persona and implications for your brand

The information in the first three bullets helps us start to get inside the minds of this persona. But the last bullet contains the gold nuggets that have actionable impact on marketing and beyond. The certainties and likelihoods for valuegraphic personas cover broad and sometimes unexpected ground, from unique perspectives on values to common behaviors and preferences related to travel, mobility, money management, leisure, the list goes on. And they can inspire insights that can influence everything from product and service innovation to content and creative, targeting, affinity and partnership marketing, and more. And these insights aren’t the product of a handful of qualitative interviews; they’re the product of a massive global research study that included analyses on massive quantities of research data at a level of statistical rigor that would exceed the requirements of most major universities. 

Beyond B2C: The Value of Valuegraphics for B2B Brands

It’s easy to see how a valuegraphics-based approach to target audience research and persona profile development applies to B2C companies. But the applicability to B2B companies might not seem as obvious because in these scenarios, we tend to adopt an institutional view of our buyers. In reality, purchase decisions for businesses are still made by human beings (and in most cases, multiple human beings). That means that not only is the concept of connecting with the values of your buyers still very much in play, one could argue that the impact is compounded given that purchase decisions are made by multiple decision makers. So if you’re engaging in a way that’s not aligned to your target audience’s values, you’re going to hit the same snags over and over again with multiple decision makers. 

In the context of the traditional approach to target audience research for B2B companies, it would be typical to develop buyer persona profiles for the different stakeholders who play a role in making purchase decisions and develop distinct persona-specific value propositions for those different decision makers. In the context of valuegraphics, the same logic holds. Illuminating the values that drive decision making for your cadre of B2B buyers will make you more successful in aligning to those values and compelling the desired action.

Evolving Your Approach to Understanding and Driving Consumer Behavior

With the execution of the Valuegraphics Project, we now have a way to leverage a much bigger body of data in the art and science of developing persona profiles. As marketers and growth drivers for our businesses, that gives us the ability to develop a deeper understanding of our audience at scale and parlay that understanding into action both within and beyond our marketing strategies to align better, resonate more, and compel action more effectively. As the world around us grows increasingly privacy-sensitive and the data at our disposal to drive reach with our audiences becomes more limited and nuanced, the brands who know their audiences best will have the greatest advantage. 

If you’re ready to evolve your approach to target audience research and harness the power of valuegraphics data to drive your market engagement strategies, I highly recommend checking out David Allison’s book, The Death of Demographics. Or better yet, give us a call for the CliffsNotes and our playbook for putting it into action.

Categories
Strategy

Building bridges between business and technology

There’s often a substantial divide between business and technology teams. It’s more than mere miscommunication; it’s a foundational misunderstanding of each other’s domains and a lack of shared context for each other’s needs and goals. Imagine architects striving to convey their visions to builders without comprehending the construction process, or builders attempting to decipher architectural blueprints without a sense of the broader design. This disconnect between business and technical realms can lead to frustration, costly errors, and missed opportunities. This is especially true for marketers and developers or technology partners.

There’s a unique power that comes with aligning technical teams with marketers to ensure a seamless and productive collaboration. When these two crucial functions get on the same page, the results can be transformative. Clear communication and a shared context for business goals, needs, and priorities eliminate confusion, accelerate project timelines, and enhance innovation. By bridging the gap between tech and marketing, you unlock the potential for more creative and data-driven strategies, resulting in a competitive edge. In case you don’t happen to have a magical marketing-to-tech translator, here are some tips for achieving shared understanding.

Speaking in Tongues: Bridging the Understanding Gap

There are many reasons communication breakdowns occur between business and technology teams. In many cases, divergent communication styles and thought processes are responsible for misunderstandings, but there’s often more to the story. Here are three common gaps and possible solutions to align teams and come together.

1. Language and Jargon: Standardizing Terminology for Clarity

One thing business and technical teams have in common is they love their jargon and acronyms. Ironically, that’s also the root of many communication breakdowns that occur between them. In many organizations, seemingly straightforward terms can have very different meanings when used in different ways or by different teams. For example, will terms like “lead” or “account” be interpreted the exact same way to your sales, marketing, and engineering teams? Odds are they won’t.

Standardization of terminology: Bridging this language gap requires standardizing terminology across organizational departments where possible, especially for terms that apply to the business as a whole. Ensuring a shared understanding of standard terms within the organization can eliminate a significant hurdle to effective communication and collaboration between business and technical teams.

2. Lack of Context: Fostering Alignment with Business Goals

Miscommunication often springs from a lack of context. This can happen when team members occasionally lose sight of overarching business objectives. But more often, the challenge is that different teams don’t understand one another’s roles in supporting shared business goals and the intersection points between them. This context deficit can lead to misinterpretations and misaligned efforts and expectations, impeding collaboration between business and technical teams.

Clarity in business goals: Shared context begins with a shared understanding of business goals. Whether achieving growth, reducing costs, enhancing customer satisfaction, or another objective entirely, each team needs to have a clear line of sight into business goals. Connecting actions to goals: Besides clarifying the business goals, teams need to understand their roles in supporting them. For example, a developer or technical SEO optimizing website performance may need help to grasp how their work directly impacts customer satisfaction and revenue growth. 

Transparent communication: Transparent and consistent communication on progress toward and contributions to business goals can be a potent tool for bridging the context gap. Regularly sharing updates on progress toward goals and highlighting how various teams’ contributions fit into the broader strategy can help drive alignment across groups and foster shared understanding and ownership over goals. 

3. Communicative Friction: Creating a Safe Space to Negotiate Meaning

Miscommunication is typically unintentional. Individuals introduce their own mental models, biases, and past experiences into what they say, hear, and interpret. People also tend to prioritize their own perspectives, needs, and priorities without considering the viewpoint of others, often without realizing it. This can lead to misunderstandings, even when the message seems clear. For example, a statement about cost-cutting measures may be perceived positively by one team and negatively by another, depending on their prior experiences.

Fostering a culture of open communication: Encouraging empathy, active listening, and open dialogue can help individuals become more aware of their biases and better understand the perspectives of others. Organizations should strive to create a culture of open communication where employees feel comfortable seeking clarification and providing feedback. This can help prevent misunderstandings from festering and becoming more significant issues foster a more positive work environment, and enhance overall productivity and collaboration.

Come Together / Connect / Bridge the Gap

Understanding the three common challenges outlined above can help you avoid some of the most frequent culprits of the divide between tech and business teams. Here are a few actionable steps you can take across your organization to further bridge the gap, prevent miscommunication, and drive shared understanding.

Set shared and aligned goals

They say what gets measured gets done. If that adage is true, what gets measured collectively gets done collaboratively. In setting goals, ensuring clear connections between individual goals, team/department goals, and company goals can help get disparate teams rowing in the same direction. And when appropriate, establishing shared goals that require collaboration to achieve can incentivize teams to work together toward a common objective. 

Establish clear communication protocols

Develop and document communication protocols that outline the preferred methods of communication, frequency of updates, and responsible parties for different types of projects or initiatives. This will help ensure everyone understands the expectations and processes for sharing information.

Implement a project management tool 

Invest in a robust project management tool to centralize project-related information, tasks, and progress updates. This tool should be accessible to both technical and business teams, making it easier for everyone to stay informed and track project status.

Cross-train team members 

Encourage cross-training between technical and business team members to enhance mutual understanding. When team members understand each other’s roles and responsibilities, they are better equipped to communicate effectively and anticipate each other’s needs.

Foster a culture of transparency 

Promote a culture of openness and transparency within your organization. Encourage employees to share information, ask questions, and provide feedback without fear of repercussions. When information flows freely, it reduces the chances of misunderstandings and miscommunications.

Conduct regular feedback sessions 

Organize periodic feedback sessions where team members can discuss their experiences and challenges related to communication. Use this feedback to identify areas for improvement and implement necessary changes.

Use visual aids and documentation 

Encourage the use of visual aids, diagrams, and well-structured documentation to convey complex technical information more efficiently for non-technical team members.

Monitor and adapt 

Regularly assess the effectiveness of your communication strategies and adjust them as needed. Solicit feedback from team members and stakeholders to ensure that the solutions you implement address the specific challenges in your organization.

By implementing these solutions, you can foster better communication and collaboration between technical and business teams, ultimately bridging the gap and reducing the chances of miscommunication that can hinder your organization’s success.​​

Let a strategic partner facilitate clear communication

Just like a therapist can provide a trained, empathetic ear to overcome discord in personal relationships, enlisting a neutral third party can help break through the silos between business and tech teams to achieve mutual understanding. With a team of experts proficient in technical, marketing, and business strategy, our ability to translate between business stakeholders and technical teams is just as valuable to our clients as the work we do as data, marketing, and business strategists and practitioners.

By partnering with Tallwave, our clients gain more than an intermediary; they acquire a strategic ally capable of fostering collaboration and alignment across cross-functional teams and projects to create real impact for their businesses. Just as architects and builders seamlessly collaborate based on a shared blueprint, Tallwave facilitates the fusion of business and technology worlds, ensuring that your organization’s goals are not just spoken but realized.

Ready to bridge the gap? Let’s talk.

Categories
Reaching New Customers Strategy

Swift Moves: What marketers can learn from Taylor Swift and Travis Kelce

The suspected budding relationship between Taylor Swift and Travis Kelce has become a major media moment. Whether you’re team “ Tayvis” or “Swelce” (or you remain unaffiliated), it’s almost impossible to escape the very real effects this speculated pairing is having on pop culture, whether romance is real or not. But what does this celebrity romance have to do with marketing? Well, hang on to your Eras tour T-shirts, because there’s more to this story than meets the eye.

Let’s explore how the “shipping” of Taylor Swift and Travis Kelce by both music and football fans alike has sparked newfound engagement within the NFL community and the lessons marketers and growth leaders can draw from this phenomenon. …Are you ready for it?

Electric Touch: The high-voltage power of unexpected partnerships

When marketing strategies get a little stale and your standard playbook starts gathering dust, a creative and unexpected partnership can be an effective way to shake it off. This is an approach Swift has deployed herself in collaborations with unlikely artists like Kendrick Lamar in “Bad Blood.” The media attention on Taylor Swift and Travis Kelce’s apparent joining of forces is a great reminder that successful marketing often involves unexpected partnerships and the value of being open to collaboration opportunities outside of our comfort zones. 

The media attention on Taylor Swift and Travis Kelce’s apparent joining of forces is a great reminder that successful marketing often involves unexpected partnerships and the value of being open to collaboration opportunities outside of our comfort zones. 

While the generated media attention  is great for driving cross-audience awareness for Swift’s and Kelce’s respective personal brands, is there a more substantial quantitative impact behind the hype? Absolutely. Consider this: the NFL, a sports giant with massive brand awareness and a highly engaged core audience, is experiencing increased engagement from Taylor Swift fans because of her connection to Travis Kelce. In fact, the Chiefs vs. Bears game where a cheering Swift first caught the attention of viewers and sportscasters was the most watched game of the week with nearly 25 million viewers, including a 63% increase in female viewers aged 18 to 49, according to Roku. This unexpected alliance demonstrates that sometimes, the most fruitful partnerships come when you’re willing to break the ice and think outside the box.

Emotional Connection: How soulful and authentic storytelling hits different

When it comes to authentic storytelling and connecting with people on an emotional level, Taylor Swift could teach a master class. She’s poured her heart and soul into her music, sharing her life’s ups and downs through songs like “Love Story” and “All Too Well.” Her lyrics and melodies tap into the human experience, making listeners feel like she’s singing about their lives and her uncanny ability to connect with her fans on an emotional level has turned them into a community of loyal followers.

In marketing, it’s crucial to tell your brand’s story authentically. Customers connect with brands that share their values and experiences. Marketers can create emotional connections with their audience through storytelling, relatable content, or simply empathizing with their customers’ needs. Finding that end game of emotional engagement can make all the difference, so don’t be afraid to share your journey and be as fearless as Taylor when it comes to opening up to your audience.

Staying Relevant: ‘Tis the damn season for a reinvention

In marketing, adaptability is key. Both Taylor Swift and the NFL have showcased remarkable adaptability in reaching and engaging their expanding fan bases in the face of an ever-evolving digital landscape. From her country beginnings in Tim McGraw to her pop reinvention in 1989 and her indie-folk venture in folklore, one thing Taylor Swift is known for is her ability to adapt and evolve with the times. She’s consistently changed her style, not just to stay relevant to an evolving audience base but to reflect the evolution of her own identity as an artist and brand. She seamlessly transitioned from country to pop, experimenting with indie-folk, and all the while, leveraging digital platforms to release surprise albums and engage directly with her fans on social media. The result has been a resounding and quantifiable success.

For its part, the NFL has recognized and responded to the shifting media consumption habits of younger generations and embraced digital platforms to livestream games, share highlight reels, and interact with fans in real-time on social media. Travis Kelce specifically has showcased a remarkable ability to engage effectively with a digital-native audience, elevating his status as both a sports personality and a brand. Kelce’s active presence on platforms like Instagram, Twitter, and TikTok allows him to share behind-the-scenes glimpses of his life, showcase his unique personality, and connect with fans beyond the football field. And New Heights podcast with brother and Philadelphia Eagles center, Jason Kelce, has become a dynamic platform where the Kelce brothers engage with their fans on various topics, including sports, lifestyle, and personal experiences. By leveraging the podcasting medium, they’ve created a space for candid conversations, special guest appearances, and authentic storytelling, further solidifying their status as relatable sports figures in the eyes of their fans. The podcast serves as a prime example of how athletes can use modern digital channels to connect with their audience on a deeper level and bridged the gap between traditional sports and the digital age, appealing not only to sports enthusiasts but also to a younger, tech-savvy audience.

By adapting to the digital era and staying attuned to their fan bases’ preferences, Taylor Swift, Travis Kelce, and the NFL as a whole have proven that flexibility, digital prowess, and a willingness to reinvent are essential for sustained success in an ever-evolving digital marketing and entertainment landscape. And you must be ready to pivot and reinvent your strategies to keep up and you can’t be afraid to begin again when necessary.

Crossing Boundaries: Challenging the borders of audience and pop culture

Travis Kelce’s fanbase in the NFL is predominantly sports-oriented. Taylor Swift’s is music-focused. It might be easy to assume that those audiences are mutually exclusive, but they’re not. In fact, Tallwave Product Manager, Anna McKee, sits squarely in both camps. “I’ve been a Chiefs fan my entire life, and I’ve been a Taylor Swift fan since her career first launched. I’ve seen 5 Taylor Swift concerts—two at Arrowhead—and have owned Chiefs season tickets for the last 5 years. I’m right at the center of the Taylor and Travis Venn diagram.” Anna was at the fabled Chiefs vs. Bears game and experienced the phenomenon of this pairing firsthand and then had the experience of watching it from afar catching the Chiefs vs. Jets game a week later. “It was wild how clear the effect was between the two games but in totally different ways. Without the benefit of a TV broadcast to provide a birds’ eye view while I was physically at the Chiefs/Bears game, the conversation was about Taylor the entire time. Whether it was a question out loud or a text or a tweet, everyone wanted to know why she was there, who she was with, and whether it was a PR stunt. Regardless of the speculation, the general consensus with the women I was with was that we didn’t care, we were just excited she was there! Watching the Chiefs/Jets game a week later on TV, the broadcast kept cutting to her, which made it even more real and, in some ways, more exciting.”

“I’ve been a Chiefs fan my entire life, and I’ve been a Taylor Swift fan since her career first launched. I’ve seen 5 Taylor Swift concerts—two at Arrowhead—and have owned Chiefs season tickets for the last 5 years. I’m right at the center of the Taylor and Travis Venn diagram.”

Anna McKee, Tallwave product manager

The steep spike in NFL engagement among women suggests that the apparent relationship has bridged these two seemingly disparate communities, creating a fusion of interests. And Anna’s experience and those like her who are long-time fans of both found another reason to engage more deeply. If there’s one lesson here for marketers, it’s the power of tapping into multiple affinities where possible.

Staying Social: Be a trendsetter, a star

The sudden surge of engagement within the NFL community due to Taylor Swift’s involvement demonstrates the importance of monitoring and staying on top of trends, particularly when it comes to social media. And on that front, Taylor Swift is a force of nature. For example, when it comes to social following on Instagram, Swift’s following outpaces the NFL’s by an order of magnitude. She’s got 273 million, over 9 times the NFL’s 28 million. And Swift’s social power is translating to real gains for both the NFL and Travis Kelce. 

While the NFL is still trying to find its footing on how to maximize its return on the Swift halo effect (posting references to Swift’s presence at the game and then subsequently removing them after receiving some backlash), there’s no question they’ve benefitted. As just one example, with the boon of content focused on Swift and Kelce as a pair, the NFL has seen record views on TikTok content. That halo effect has extended to Travis Kelce, too, helping him pick up 380k new Instagram followers and boosting his podcast into the top spot on Apple’s charts.  

The surface lesson for marketers here is straightforward: an active and engaging social media presence on platforms like Twitter, Instagram, and TikTok can help you connect with your audience, share your story, and foster a sense of community. This is particularly beneficial for driving engagement with your audience outside of high-intent moments, which can add up to real value over time as it helps cement your brand in the minds of your audience. But there’s a deeper takeaway about the art of timing. As the saying goes, “timing is everything,” and the Taylor Swift-Travis Kelce relationship proves this point. Their romance coincided with the NFL season and Swift’s record-breaking Eras tour, leading to a perfect storm of increased engagement. This isn’t the kind of thing that’s easy to anticipate, but marketers recognize the brand-building value of this kind of rare serendipitous moment. The NFL did, too. While every move they’ve made to capitalize on that moment hasn’t necessarily been pitch perfect, they didn’t let perfect execution be the enemy of perfect timing, which is a valuable lesson in itself.

End Game: Summing up 

In the ever-evolving marketing world, we can learn valuable lessons from unexpected sources, just like the budding relationship between Taylor Swift and Travis Kelce. Embrace unexpected partnerships, tell your brand’s story authentically, and leverage emotional connections to engage your audience, including in more casual interactions with your brand. Adaptability, engaging diverse audiences, and capitalizing on pop culture can open new doors for growth. And to complete your mastermind marketing strategy, don’t forget the role of social media, monitoring trends, and be ready to seize those rare and powerful serendipitous moments to propel your marketing efforts forward.

Whether you’re ready to see sparks fly between Taylor and Travis or you’ve got bad blood with this attention-grabbing romance, there’s something to be learned from this pop culture phenomenon. Let’s take these lessons to heart, just as we would with our favorite Taylor Swift songs, and create marketing strategies that create a lasting love affair with our audience.

Are you ready for it? We are. Let’s talk.

Categories
Strategy

Customer portals: Powerful platforms for CX success

It’s a fact: great customers have great expectations. Not only do your valuable customers expect an outstanding product or service, but they also demand an exceptional experience. And today, an excellent customer journey depends on meeting your customers where they are and accommodating ever-evolving demands. 

One consistent trend is autonomy. Today’s customers want to help themselves — studies show that 70% of consumers want to resolve issues independently. Where do they go to find help? Online. Close to 65% of consumers always or almost always turn to a company’s online resources when they have a simple question or need a quick fix.

Infographic showing that 70% of consumers what to resolve their own issues and 65% of consumers turn to online resources.

Customer portals: An inclusive CX solution

Combining today’s customers’ need for independence with other emerging CX demands like deeper personalization, more immersive experiences, and even conversation and connection seems like a heavy lift. But there is a solution that covers all of these needs: a thoughtful, well-designed customer portal.

Online customer portals have emerged as a vital component of successful business-consumer relationships. These dedicated digital platforms provide customers with a personalized and streamlined experience, allowing them to access essential information, manage their accounts, build affinity, and engage with your brand more efficiently and effectively. 

But it goes even further than that. A great customer portal doesn’t just meet consumer demand; it also helps meet your company’s needs. Customer portals free up company resources and human capital, optimize internal processes, and much more. 

What is a customer portal?

A customer portal is a secure, web-based platform that serves as a centralized hub for customers to interact with a business. It offers a range of self-service functionalities, such as accessing account information, making transactions, progress tracking, tracking orders, submitting support tickets, engaging with support agents, and retrieving relevant resources. You can easily empower customers and foster stronger relationships by giving direct access to these features.

Customer portals are a gateway to the various products, services, and information brands and businesses offer. By bringing together crucial functions in one place, customer portals simplify the customer journey and create a cohesive and engaging experience.

How do customer portals benefit consumers?

Customer portals aren’t just important; they’re necessary. Numbers from Microsoft’s Global State of Customer Service report indicate that nine out of 10 U.S. consumers expect a brand or organization to have an online portal for self-service. 

Infographic indicating nine out of 10 U.S. consumers expect a brand or organization to have an online portal for self-service.

These numbers make sense, too. Millennials and Gen Z, both digital natives, comprise nearly half of the U.S. population and significantly shape consumer trends. As self-service becomes the norm and younger consumers drive digital demands, online customer portals become even more essential. 

Why are customer experience portals important to consumers? Here are three benefits to consider:

Customer portals provide space for seamless communication

As users embrace ChatGPT, Bard and Gemini, and other natural language processing AI platforms, the demand for conversational customer service will likely increase. Interactions in a customer portal can be protected and stored so that historical context is quickly available when a human takes over. They can pick up the conversation without missing a beat and provide seamless communication.

Portals let your business meet digital demand in real time

A recent ZenDesk study found that 72% of customers want immediate services. Customers appreciate the ability to access their account details, view past transactions, track orders, and make changes to their profiles on their time without relying on customer support.

Self-service options foster trust

By providing a secure and personalized space for customers to engage with the brand, businesses can use online portals to foster a sense of exclusivity and strengthen their relationships. Customers feel valued and trusted when they can easily access relevant information and resources, and this positively influences their perceptions of the brand.

How do customer portals benefit businesses?

From a business perspective, customer portals contribute to operational efficiency. By enabling customers to perform self-service tasks on their own, internal stakeholders can streamline the support processes. You’ll also likely be able to put your money where it matters, as self-service in an online portal costs less than one-on-one back-and-forth with an agent.

You can also use information from your online portal to improve experiences and drive data-backed decisions. Incorporating analytics and reporting capabilities into your portal gives you rich insights into customer behavior, engagement levels, and portal performance. Learn more about leveraging data-driven insights to improve customer experiences.

Another important consideration is that effective customer portals can help craft an outstanding employee experience. When consumers are empowered to meet their needs, your agents feel less pressure. They aren’t dealing with monotonously repeated questions and are free to focus on more complex issues, which can undoubtedly be more engaging and fulfilling. 

And perhaps most importantly, a successful customer portal can enable growth and prepare for a profitable future. Your customer portal has the potential to become the central hub of your customers’ experiences. These self-service functions will meet consumer demands, lessen agent burden, and let you scale offerings as your business grows. 

Learn more about Tallwave’s Digital Experience Design Services.

What does it take to make a great customer experience portal?

With so many benefits and significant touch points, interactions with customer portals can be make-or-break moments in the CX journey. A great customer portal empowers your customer with a cohesive and engaging experience.

Eleven considerations for CX portal success

There’s a lot that goes into creating a great customer portal and best practices must be considered. Here are 11 essential features and factors that go into making a successful product:

  1. User-friendly interface: A well-designed and intuitive interface ensures customers can easily navigate the portal, find the necessary information, and perform desired actions without confusion.
  2. Secure authentication: Robust authentication mechanisms, such as two-factor authentication, help protect customer data and ensure only authorized individuals can access the portal.
  3. Personalization: Customizable dashboards, personalized recommendations, notifications, account support features, and tailored content based on users’ preferences enhance the user experience and make the portal more engaging.
  4. Self-service functionality: The ability for customers to independently perform tasks, such as updating information, accessing essential documents, managing subscriptions, and initiating support requests, reduces their reliance on customer support and improves efficiency.
  5. Communication support channels: Integrating communication channels — including chatbots, live chat, support ticket systems, or community forums — allows customers to interact with support teams directly and receive timely assistance.
  6. Mobile responsiveness: Nearly 80% of smartphone users have used their devices to make purchases, so ensuring your customer portal is mobile-responsive is crucial. It should adapt seamlessly to different screen sizes and provide an optimal experience across various devices.
  7. Foster feedback: A great customer portal fosters a feedback loop that you can use to improve your audience focus. You can see what topics get the most engagement and track other metrics to leverage data for future improvements with built-in user feedback mechanisms.
  8. Data enablement: The metrics you collect from customer portal interactions can help you retain customers, enhance customer experiences, and achieve sustainable growth even as the economy shifts. Additionally, reporting and data visualization within the portal make key information accessible to stakeholders.
  9. Accessibility: Your customers are diverse, and your portal should be inclusive and accessible. This involves considering factors such as color contrast, text size, and compatibility with assistive technology.
  10. Seamless integration: A successful customer portal should integrate smoothly with existing systems, like CRM platforms, e-commerce solutions, and support ticket systems to provide a seamless end-to-end experience for customers.
  11. Continuous iteration: Product design and development teams should adopt an iterative approach, gathering user feedback and monitoring portal performance to identify areas for improvement and make ongoing refinements to enhance the user experience.

Empower customers and enable growth with Tallwave

Customer portals have revolutionized how businesses interact with their customers, offering a range of self-service capabilities and personalized experiences. By understanding the significance of customer portals and incorporating essential features and elements, you can leverage your portal to drive customer satisfaction, loyalty, and long-term success.

Tallwave has hands-on experience creating customer-centric online portals that empower and delight. We apply a heuristic methodology to evaluate how consumers interact with digital products, like online portals, and through our iterative design process, turn our findings into a successful product that exceeds the expectations of internal and external stakeholders.


Ready to learn more about Tallwave and how we can enable your business’s growth? Let’s explore the opportunities together.

Categories
SEO Uncategorized

Is SEO for Social Media the Secret to Success?

Social media platforms have evolved from online hangouts to significant touchpoints on your customers’ conversion journeys. Establishing your brand’s social media footprint and visibility is crucial; it forges meaningful consumer connections and enhances digital experiences. 

However, the painful reality for marketers is that curated social content alone won’t get you to For You Pages and newsfeeds. But reaching into your SEO strategy toolkit just might. Many factors in establishing a solid social media presence seriously overlap with the search engine optimization strategies you’re already using to drive growth on your website.

With complex algorithms and user behavior playing a crucial role in content visibility, leveraging the power of SEO for social media is vital to improving reach, engaging the right users, and converting customers.

What is the relationship between social media and SEO?

When it comes to creating online experiences and driving strategic growth, social media matters. Surveys show that working-age adults spend an average of 2.5 hours daily scrolling social media. These consumers rely on Instagram, Facebook, and TikTok for product research, reviews, brand engagement, and even for making purchases as integrated e-commerce solutions become the norm. 

SEO matters, too. An effective organic SEO strategy elevates your brand by boosting page rankings and increasing visibility, clicks, and conversions. Investing in SEO builds long-term equity for your business and establishes authority in your market. And while AI might change how algorithms work, SEO strategy will always need human-lead creativity and expertise to resonate with human users. Learn more about the benefits of implementing a proven SEO strategy. 

And although social media and SEO may seem like distinct digital strategies, they are closely intertwined. Social media platforms aim to engage and satisfy users by showcasing relevant, high-quality content. At the same time, SEO seeks to achieve the same by delivering valuable web content to answer their search queries.

SEO and social media: Symbiotic sisters

Think about it: SEO focuses on improving website reach by considering algorithms and ranking factors for better visibility on search engine result pages like Google or Bing. These factors hinge on authority, expertise, and trust established through technical performance, keywords, latent semantic indexing, and user behavior (bounce rate, time on site, pages visited, etc.).

Social media platforms also rely on algorithms that determine how content is displayed to users. These algorithms analyze similar factors, such as bio and caption keywords, viewer intent, creator authority, user behavior, and engagement. 

Relevance, engagement, and authority influence how content is shown to users on the SERPs, home pages, feeds, and For You Pages. Noting the many intersections, it’s easy to interpret that applying SEO techniques to social media strategies will likely increase the chances of your target audience finding your content, engaging with it, and ultimately converting into customers.

SEO strategies to adopt for social media success

Experience is everything. The shared objective between SEO and social media is to provide users with the best possible experience by delivering the best possible content related to their needs and intents. 

You can implement SEO techniques in your social strategy to push your brand toward customer acquisition and growth. With increased social media visibility, you’ll be there for critical make-or-break moments on the conversion journey.

Experience is everything. The shared objective between SEO and social media is to provide users with the best possible experience by delivering the best possible content related to their needs and intents.

Let’s look at a few tips social media managers can borrow from the SEOs.

Know what’s now

Social media evolves rapidly. Just look at all the recent changes with Instagram. Part of finding success with your audience is understanding what’s current and popular in their world. Google Trends offers an easy way to tap into today’s interests so that your content is timely and relevant.

Speak their language

Like traditional SEO, linguistic profiling and keyword research are crucial in social media optimization. Identify keywords and phrases relevant to your industry, target audience, and specific social media platforms. Use those phrases in your content and captions. Tools like SEMrush, Moz, and free browser extensions like Keyword Surfer can help you discover relevant terms based on how people search for products or content.

Flex your authority

Optimize your social media profiles by incorporating relevant keywords in your bio, descriptions, and headers. This helps social algorithms understand the nature of your business and improves the chances of being discovered by users searching for those keywords. Mention titles or credentials relevant to your content to display subject matter authority.

Create connections

Actively engage with your audience by responding to comments, messages, and mentions. This fosters a sense of community and encourages further engagement. And engagement shows the algorithm that your content is valuable and relevant.

Analyze and optimize

Regularly analyze your social media performance using built-in analytics tools or third-party platforms. Monitor engagement metrics, reach, click-through rates, and conversions to understand what resonates with your audience. Adjust your strategy accordingly to optimize results.

Let integrated solutions lead to intertwined success

You can unlock social media’s full potential and drive meaningful results by understanding the relationship between SEO and social media, implementing effective strategies, and staying informed about the latest trends and algorithm updates.

Explore Tallwave’s Integrated Digital Marketing services.

Social media and SEO aren’t siloed strategies. An integrated growth enablement partner like Tallwave can assist in combining SEO and social media strategies as part of a comprehensive conversion rate optimization program. We are eager to deploy our customer-centric and cohesive approach in a unique way to your vision and create exceptional experiences for consumers of all kinds.

Ready to learn more about Tallwave and how we can help with SEO and social media? Let’s discuss how combined forces equal outstanding experiences and ongoing success. Here’s to the start of a great partnership.

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