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A Digital Solutions Firm delivering
Marketing and Technology Solutions
New York . Toronto . Phoenix . Los Angeles . London. Dubai . New Delhi
TurnyourWebsiteintoaClient
EngagementTool
1We are in
The Age of the Customer
2
The New Client
- Better informed
- Starts the buying process
- Dynamic buying process
- Has many options
- Decides whereto engage
33
New Funnel
4
Getting Attention is a challenge
Informationscarcity InformationAbundance
AttentionAbundance AttentionScarcity
5
Firms find it difficult to differentiate
Finding something distinct to say is the biggest challenge
6
In a highly competitive
space, it is difficult to
distinguish services and
expertise….
How do we engage with the
new client?
7
How we engage with clients needs
to change
8
The Halo
Effect
9
What’s on a client’s mind
Social and
Community
Website Email
Mobile
Have you solved
similar problems?
10
Client Engagement
Social and
Community
Website Email
Mobile
Have you solved
similar problems?
Social and
Community
Website
Email
Marketing
Mobile
360 Degree
Client Insight
11
Move Up the Maturity Curve Creates a Halo Effect
1995-2005
ITLed
• Brochure-ware
• Webmaster
bottleneck
DigitalClientEngagementMarketingDriven
InformationalMarketing
• Spray and
pray
• Staticcontent
• Marketing-
driven
• Interactive
• Some
intelligence
• Disconnected
assets
• Functional
focus
2005 – 2011 2013+
• Thought
Leadership
Driven
• Personaland
Contextual
• Social
• Multi-device
Experiences
• Predictive1 to
1 Marketing
• Measurement
• Focus on ROI1
2
3
12
Website is Key to Engagement
Source: marketing Sherpa B2B benchmarking
report
13
The importance of your website cannot be
overstated
Website is the most important marketing asset for a B2B
organization
Website is the number 1 tactic
used
Source: B2B Marketing
Benchmark Survey
14
X Speakaboutthefirm,nottotheaudience
X Noreturnvisitorsasthereisnoreasonto
return
X Toomuchirrelevantcontentwhichis
hardtofind
X Littletonothoughtleadership
X Lackofpersonalization
X Sitesdon’tsupportanyleadgeneration
AmLaw 50 Website Audit Results Were Poor
15
Move From Functional Capabilities to
Engagement
16
THE ROAD TO SUCCESS
1717
ENGAGING USER
EXPERIENCE
CONTENT THAT ENGAGES
MOBILE EXPERIENCE
TECHNOLOGY
MEASURE ENGAGEMENT
SEARCH
6 Steps To An Engaging Experience
1818
ENGAGING USER
EXPERIENCE
CONTENT THAT ENGAGES
MOBILE EXPERIENCE
TECHNOLOGY
MEASURE ENGAGEMENT
SEARCH
6 Steps To An Engaging Experience
1919
THINK LIKE A
CLIENT
20
50%
50 PERCENT OF MARKETING
SPEND IS MISALIGNED WITH
CLIENT NEEDS WITHIN THEIR
DECISION JOURNEY (LIFE
CYCLE).
McKinsey & Company, April 2013
21
Understandingyourclient’sjourney
It’s not enough to identify the decision makers in
an organization. For marketing and business
development activities to be effective, companies
need to focusonthose pointsinthe decision
journey where theycan bemost successful
ininfluencing those decision makers.
McKinsey&Company,2013
Focusing your efforts on what matters
22
Clients pass through stages to reach a
decision
Understand your Buying Cycle
Sample buying process by
Bloom Group
23
Userexperienceisabroadrangeof
disciplineswith the objective delivering
satisfying and engaging experiences
Law Firm Website user experience (UX)
User
Experience
• Branding
• Usability
• Information
architecture
• Design
Engaging
• Appealing
• Intuitive
• Surprise
• Achievement
24
SITE MAP AND NAVIGATION
SITEMAP
 Does the order of the
main menu reflect what is
important to visitors?
 Does information
hierarchy align with
expectations?
NAVIGATION
 How deep must visitors
go to get to what they
need?
 Do menus support a “first
glance” overview of
navigation options?
 Consider Responsive
design and impact on
navigation
25
PAGE STRUCTURE AND TYPOGRAPHY
Page Structure
Istheinformation
structuredinorderasis
followedbypeopleseyes?
Doesithavesufficient
whitespacetomakethe
informationstandout?
Typography for
readability
Isthereanappropriateuse
offontsize,type,colorand
lineheighttoguidethe
eye?
26
56%
56% OF WEBSITE TRAFFIC
GOES TO ATTORNEY
BIOGRAPHIES.
The Great Jakes Blog, 2010
27
GETTING YOUR MESSAGE ACROSS
MERCHANDIZING
ATTORNEYS
 Make it personal—start with
a great image that engages
 Make it convenient—
organize information from
most commonly viewed to
least
 Make obvious—the most
popular information, like
contact details should be at
the top
28
LOOKING GOOD
The cardboard cut-
out?
 Formalityisopeningupto
personality—letyourpeopleshine
through
 Reflectthecultureofthefirm,while
lettingthepersonbethefocus
 Considerstance,dress,colorand
overalltone
 Donotsacrificeonqualityorsize—
thismaybetheattorney’sfirst
impression
29
Attorney Bio
30
PERSONALIZATION
RIGHT MESSAGE
RIGHT TIME
RIGHT DEVICE
31
72%
72% OF MARKETERS SEE THE
IMPORTANCE OF ONLINE
PERSONALIZATION BUT
DON’T KNOW HOW TO
INCORPORATE IT.
eConsultancy, Realities of Online Personalization, 2013
32
 Website History
 Users' profiles and preferences: everythingthey’vetold
youaboutthemselves
 Clients' history with you: whatthey’vedoneonyoursite,
whatinformationdoyouhaveonyourCRM
Personalization—How do we Start?
33
Personalization and Localization
Client-driven practice
pages—specific to
location and Industry
Location Based
personalization that
makes sense
3434
ENGAGING USER
EXPERIENCE
CONTENT THAT ENGAGES
MOBILE EXPERIENCE
TECHNOLOGY
MEASURE ENGAGEMENT
SEARCH
6 Steps To An Engaging Experience
35
70%
50% OF LEADS ARE NOT
READY TO BUY
Gleanster Research
36
Importance of Nurturing
17.50%
12.50%
70%
Average B2B Initial Lead Break-down
Discard / disqualified
Sales-ready now
Longer-term opportunity /
worth nurturing
Moving people from consideration to commitment is the most
important path of the sales process — also the most necessary
Marketing Sherpa B2B Benchmarking Report
37
The Value Exchange
LAW FIRM
Content
CLIENT
Personal info
Jane Smith
jane.smith@xyz.com
555-555-5555
Inside Council,
XYZ Corp.
The firm continuously delivers
relevant content & establishes
its worth to the audience
The audience trusts the firm
enough to identify themselves &
grant permission for engagement
38
The Challenge with Content
Producing content that engages clients is a challenge
36% of B2B marketers said their
biggest challenge is “producing the
kind of content that engages
prospects and customers”
39
Your website is the ideal vehicle for thought
leadership marketing (TLM) to drive client
Acquisition through engagement
Content Fuels Experiences
WEBSITE
WHITE
PAPERS
WEBINARS EVENTS BLOGS FORUMS
40
Best-in-Class Content: COPE (Create once,
publish everywhere)
41
Consulting Firms Should be Considered
Benchmarks
4242
ENGAGING USER
EXPERIENCE
CONTENT THAT ENGAGES
MOBILE EXPERIENCE
TECHNOLOGY
MEASURE ENGAGEMENT
SEARCH
6 Steps To An Engaging Experience
43
Search is Your Welcome Mat
MAKE IT OBVIOUS
1. Put it where people expect
2. Make it look like a search
box
MAKE IT LARGE
1. Make it large enough hold
the longest attorney name
or practice
MAKE IT CONSISTENT
1. Same place on every page
2. Same behavior on every
page
44
Searching Flat content
NEED TO FILTER A LARGE
AMOUNT QUICKLY? USE
FACETED SEARCH
FLAT CONTENT
1. Often a large volume:
Thousands (or tens of
thousands) of items
2. Typically attribute rich:
Filtering by attributes can
narrow the search quickly
3. Generally a consistent
structure: Makes it easier to
show specific details in the
search result
45
Search Capabilities
AUTO-SUGGEST
1. Recommend content that
does exist in your website
2. Provides convenience
SYNONYMS
1. Make smart substitutions
AUTO-CORRECT
1. Fix misspellings on-the-fly
2. Avoid “No Results”
PHRASE-BASED SEARCHES
1. Deliver relevant results
around multi-word searches
4646
ENGAGING USER
EXPERIENCE
CONTENT THAT ENGAGES
MOBILE EXPERIENCE
TECHNOLOGY
MEASURE ENGAGEMENT
SEARCH
6 Steps To An Engaging Experience
47
Adopting a Mobile-first Strategy
A MOBILE-FIRST STRATEGY
Think about your website as
MOBILE site first—start with
mobile as the premise for your
site
WHY MOBILE-FIRST?
1. Opportunity: A growing use
of tablets and smartphones
2. Constraints: Screen size,
Network speed, Modes of
use
3. Capabilities: Location
(GPS), Visual input,
Gesturing
“WE REALLY NEED TO
SHIFT NOW TO START
THINKING ABOUT BUILDING
MOBILE FIRST. THIS IS AN
EVEN BIGGER SHIFT THAN
THE PC REVOLUTION.”
Kevin Lynch, CTO Adobe
48
RESPONSIVE DESIGN
49
Responsive Experience
5050
ENGAGING USER
EXPERIENCE
CONTENT THAT ENGAGES
MOBILE EXPERIENCE
TECHNOLOGY
MEASURE ENGAGEMENT
SEARCH
6 Steps To An Engaging Experience
51
Number of clicks
Traffic
Don’t measure things that don’t matter
52
Identify Hot and Cold Leads and Those in
Between
Cold Hot
53
Lead Scoring for Prioritization
Low level of engagement
(Low level of how much the lead wants
to talk to us)
High level of engagement
(High level of differentiation driving
purchase intent)
High level of
Profile Match
(High level of how
much we want to
talk to the lead)
The Buying Zone
The only leads we should be
feeding to the sales field
Low level of
Profile Match
(Low level of how
much we want to
talk to lead)
Determining the Buying Zone
54
Lead Score
Score Description Marketing Action
A4
The right prospect but no
interest.
Priority but may need
specific “why now”
messaging.
B1
Good fit and very
interested.
Send to sales queue for
follow-up.
C1
Not the idea prospect but
very interested.
Will they ever be a good fit?
Continue to nurture.
D4 Wrong Fit. No interest.
Fulfill request and segment
out.
5555
ENGAGING USER
EXPERIENCE
CONTENT THAT ENGAGES
MOBILE EXPERIENCE
TECHNOLOGY
MEASURE ENGAGEMENT
SEARCH
6 Steps To An Engaging Experience
56
Explosion in Digital Technology is Confusing
Marketers
57
Technology Should Deliver a Seamless
Integrated Experience
58
- Coretoyourwebsiteandthedigitalexperience
- AcontemporaryCMSshouldoffer
- Experiencemanagement
- Contentmanagement
- Personalization
- Decisioning
- Multi-DeviceExperiences
- Extendedcapabilitiesmayinclude
- Analytics
- Digitalassetmanagement
- Socialtools
- EmailAutomation
Content Management System (CMS) drives the
website experience
59
Get started with the
‘Essential Law Firm Playbook’
Email me to get a copy: rk@edynamic.net
Get Started!
60
CONNECT WITH US
1-877-339-6264
www.edynamic.net
contact@edynamic.net
twitter.com/edynamic
youtube.com/1999dynamic
facebook.com/edynamic.net

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Turn your Website into a Client Engagement Tool

  • 1. A Digital Solutions Firm delivering Marketing and Technology Solutions New York . Toronto . Phoenix . Los Angeles . London. Dubai . New Delhi TurnyourWebsiteintoaClient EngagementTool
  • 2. 1We are in The Age of the Customer
  • 3. 2 The New Client - Better informed - Starts the buying process - Dynamic buying process - Has many options - Decides whereto engage
  • 5. 4 Getting Attention is a challenge Informationscarcity InformationAbundance AttentionAbundance AttentionScarcity
  • 6. 5 Firms find it difficult to differentiate Finding something distinct to say is the biggest challenge
  • 7. 6 In a highly competitive space, it is difficult to distinguish services and expertise…. How do we engage with the new client?
  • 8. 7 How we engage with clients needs to change
  • 10. 9 What’s on a client’s mind Social and Community Website Email Mobile Have you solved similar problems?
  • 11. 10 Client Engagement Social and Community Website Email Mobile Have you solved similar problems? Social and Community Website Email Marketing Mobile 360 Degree Client Insight
  • 12. 11 Move Up the Maturity Curve Creates a Halo Effect 1995-2005 ITLed • Brochure-ware • Webmaster bottleneck DigitalClientEngagementMarketingDriven InformationalMarketing • Spray and pray • Staticcontent • Marketing- driven • Interactive • Some intelligence • Disconnected assets • Functional focus 2005 – 2011 2013+ • Thought Leadership Driven • Personaland Contextual • Social • Multi-device Experiences • Predictive1 to 1 Marketing • Measurement • Focus on ROI1 2 3
  • 13. 12 Website is Key to Engagement Source: marketing Sherpa B2B benchmarking report
  • 14. 13 The importance of your website cannot be overstated Website is the most important marketing asset for a B2B organization Website is the number 1 tactic used Source: B2B Marketing Benchmark Survey
  • 15. 14 X Speakaboutthefirm,nottotheaudience X Noreturnvisitorsasthereisnoreasonto return X Toomuchirrelevantcontentwhichis hardtofind X Littletonothoughtleadership X Lackofpersonalization X Sitesdon’tsupportanyleadgeneration AmLaw 50 Website Audit Results Were Poor
  • 16. 15 Move From Functional Capabilities to Engagement
  • 17. 16 THE ROAD TO SUCCESS
  • 18. 1717 ENGAGING USER EXPERIENCE CONTENT THAT ENGAGES MOBILE EXPERIENCE TECHNOLOGY MEASURE ENGAGEMENT SEARCH 6 Steps To An Engaging Experience
  • 19. 1818 ENGAGING USER EXPERIENCE CONTENT THAT ENGAGES MOBILE EXPERIENCE TECHNOLOGY MEASURE ENGAGEMENT SEARCH 6 Steps To An Engaging Experience
  • 21. 20 50% 50 PERCENT OF MARKETING SPEND IS MISALIGNED WITH CLIENT NEEDS WITHIN THEIR DECISION JOURNEY (LIFE CYCLE). McKinsey & Company, April 2013
  • 22. 21 Understandingyourclient’sjourney It’s not enough to identify the decision makers in an organization. For marketing and business development activities to be effective, companies need to focusonthose pointsinthe decision journey where theycan bemost successful ininfluencing those decision makers. McKinsey&Company,2013 Focusing your efforts on what matters
  • 23. 22 Clients pass through stages to reach a decision Understand your Buying Cycle Sample buying process by Bloom Group
  • 24. 23 Userexperienceisabroadrangeof disciplineswith the objective delivering satisfying and engaging experiences Law Firm Website user experience (UX) User Experience • Branding • Usability • Information architecture • Design Engaging • Appealing • Intuitive • Surprise • Achievement
  • 25. 24 SITE MAP AND NAVIGATION SITEMAP  Does the order of the main menu reflect what is important to visitors?  Does information hierarchy align with expectations? NAVIGATION  How deep must visitors go to get to what they need?  Do menus support a “first glance” overview of navigation options?  Consider Responsive design and impact on navigation
  • 26. 25 PAGE STRUCTURE AND TYPOGRAPHY Page Structure Istheinformation structuredinorderasis followedbypeopleseyes? Doesithavesufficient whitespacetomakethe informationstandout? Typography for readability Isthereanappropriateuse offontsize,type,colorand lineheighttoguidethe eye?
  • 27. 26 56% 56% OF WEBSITE TRAFFIC GOES TO ATTORNEY BIOGRAPHIES. The Great Jakes Blog, 2010
  • 28. 27 GETTING YOUR MESSAGE ACROSS MERCHANDIZING ATTORNEYS  Make it personal—start with a great image that engages  Make it convenient— organize information from most commonly viewed to least  Make obvious—the most popular information, like contact details should be at the top
  • 29. 28 LOOKING GOOD The cardboard cut- out?  Formalityisopeningupto personality—letyourpeopleshine through  Reflectthecultureofthefirm,while lettingthepersonbethefocus  Considerstance,dress,colorand overalltone  Donotsacrificeonqualityorsize— thismaybetheattorney’sfirst impression
  • 32. 31 72% 72% OF MARKETERS SEE THE IMPORTANCE OF ONLINE PERSONALIZATION BUT DON’T KNOW HOW TO INCORPORATE IT. eConsultancy, Realities of Online Personalization, 2013
  • 33. 32  Website History  Users' profiles and preferences: everythingthey’vetold youaboutthemselves  Clients' history with you: whatthey’vedoneonyoursite, whatinformationdoyouhaveonyourCRM Personalization—How do we Start?
  • 34. 33 Personalization and Localization Client-driven practice pages—specific to location and Industry Location Based personalization that makes sense
  • 35. 3434 ENGAGING USER EXPERIENCE CONTENT THAT ENGAGES MOBILE EXPERIENCE TECHNOLOGY MEASURE ENGAGEMENT SEARCH 6 Steps To An Engaging Experience
  • 36. 35 70% 50% OF LEADS ARE NOT READY TO BUY Gleanster Research
  • 37. 36 Importance of Nurturing 17.50% 12.50% 70% Average B2B Initial Lead Break-down Discard / disqualified Sales-ready now Longer-term opportunity / worth nurturing Moving people from consideration to commitment is the most important path of the sales process — also the most necessary Marketing Sherpa B2B Benchmarking Report
  • 38. 37 The Value Exchange LAW FIRM Content CLIENT Personal info Jane Smith jane.smith@xyz.com 555-555-5555 Inside Council, XYZ Corp. The firm continuously delivers relevant content & establishes its worth to the audience The audience trusts the firm enough to identify themselves & grant permission for engagement
  • 39. 38 The Challenge with Content Producing content that engages clients is a challenge 36% of B2B marketers said their biggest challenge is “producing the kind of content that engages prospects and customers”
  • 40. 39 Your website is the ideal vehicle for thought leadership marketing (TLM) to drive client Acquisition through engagement Content Fuels Experiences WEBSITE WHITE PAPERS WEBINARS EVENTS BLOGS FORUMS
  • 41. 40 Best-in-Class Content: COPE (Create once, publish everywhere)
  • 42. 41 Consulting Firms Should be Considered Benchmarks
  • 43. 4242 ENGAGING USER EXPERIENCE CONTENT THAT ENGAGES MOBILE EXPERIENCE TECHNOLOGY MEASURE ENGAGEMENT SEARCH 6 Steps To An Engaging Experience
  • 44. 43 Search is Your Welcome Mat MAKE IT OBVIOUS 1. Put it where people expect 2. Make it look like a search box MAKE IT LARGE 1. Make it large enough hold the longest attorney name or practice MAKE IT CONSISTENT 1. Same place on every page 2. Same behavior on every page
  • 45. 44 Searching Flat content NEED TO FILTER A LARGE AMOUNT QUICKLY? USE FACETED SEARCH FLAT CONTENT 1. Often a large volume: Thousands (or tens of thousands) of items 2. Typically attribute rich: Filtering by attributes can narrow the search quickly 3. Generally a consistent structure: Makes it easier to show specific details in the search result
  • 46. 45 Search Capabilities AUTO-SUGGEST 1. Recommend content that does exist in your website 2. Provides convenience SYNONYMS 1. Make smart substitutions AUTO-CORRECT 1. Fix misspellings on-the-fly 2. Avoid “No Results” PHRASE-BASED SEARCHES 1. Deliver relevant results around multi-word searches
  • 47. 4646 ENGAGING USER EXPERIENCE CONTENT THAT ENGAGES MOBILE EXPERIENCE TECHNOLOGY MEASURE ENGAGEMENT SEARCH 6 Steps To An Engaging Experience
  • 48. 47 Adopting a Mobile-first Strategy A MOBILE-FIRST STRATEGY Think about your website as MOBILE site first—start with mobile as the premise for your site WHY MOBILE-FIRST? 1. Opportunity: A growing use of tablets and smartphones 2. Constraints: Screen size, Network speed, Modes of use 3. Capabilities: Location (GPS), Visual input, Gesturing “WE REALLY NEED TO SHIFT NOW TO START THINKING ABOUT BUILDING MOBILE FIRST. THIS IS AN EVEN BIGGER SHIFT THAN THE PC REVOLUTION.” Kevin Lynch, CTO Adobe
  • 51. 5050 ENGAGING USER EXPERIENCE CONTENT THAT ENGAGES MOBILE EXPERIENCE TECHNOLOGY MEASURE ENGAGEMENT SEARCH 6 Steps To An Engaging Experience
  • 52. 51 Number of clicks Traffic Don’t measure things that don’t matter
  • 53. 52 Identify Hot and Cold Leads and Those in Between Cold Hot
  • 54. 53 Lead Scoring for Prioritization Low level of engagement (Low level of how much the lead wants to talk to us) High level of engagement (High level of differentiation driving purchase intent) High level of Profile Match (High level of how much we want to talk to the lead) The Buying Zone The only leads we should be feeding to the sales field Low level of Profile Match (Low level of how much we want to talk to lead) Determining the Buying Zone
  • 55. 54 Lead Score Score Description Marketing Action A4 The right prospect but no interest. Priority but may need specific “why now” messaging. B1 Good fit and very interested. Send to sales queue for follow-up. C1 Not the idea prospect but very interested. Will they ever be a good fit? Continue to nurture. D4 Wrong Fit. No interest. Fulfill request and segment out.
  • 56. 5555 ENGAGING USER EXPERIENCE CONTENT THAT ENGAGES MOBILE EXPERIENCE TECHNOLOGY MEASURE ENGAGEMENT SEARCH 6 Steps To An Engaging Experience
  • 57. 56 Explosion in Digital Technology is Confusing Marketers
  • 58. 57 Technology Should Deliver a Seamless Integrated Experience
  • 59. 58 - Coretoyourwebsiteandthedigitalexperience - AcontemporaryCMSshouldoffer - Experiencemanagement - Contentmanagement - Personalization - Decisioning - Multi-DeviceExperiences - Extendedcapabilitiesmayinclude - Analytics - Digitalassetmanagement - Socialtools - EmailAutomation Content Management System (CMS) drives the website experience
  • 60. 59 Get started with the ‘Essential Law Firm Playbook’ Email me to get a copy: rk@edynamic.net Get Started!

Notes de l'éditeur

  1. Let’s look at the value exchange.   For a brand, content is the currency. For the audience, personal information is the currency.   The value exchange happens when the content a brand continuously delivers establishes its worth to its audience and in turn the audience trusts the brand enough to identify themselves and provide permission to the brand to establish a relationship with them, to invite them to take an action.
  2. The number one challenge is … producing truly engaging, compelling content (48 percent). This is content that grabs your audience and makes them want to reach out to you. The next biggest content marketing challenge is producing enough content to serve the needs of your marketing programs (44 percent).
  3. Harrison Pensa