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The Quest to be Market-driven
           How to become acknowledged and valued as the
           customers’ advocate


                                                      Mike Gospe
                                                 KickStart Alliance
http://marketinghighground.wordpress.com            www.kickstartall.com
A seat at the table




http://marketinghighground.wordpress.com   2011 © KickStart Alliance
What happens when companies
            don’t have a customer advocate
                at the leadership table?




http://marketinghighground.wordpress.com   2011 © KickStart Alliance
A gallery walk




                                           “Time’s up!
                                           Or is it?”




http://marketinghighground.wordpress.com            2011 © KickStart Alliance
A gallery walk




                                                            “Um, you
                                                            have
                                                            coffee on
                                                            your
                                                            nose”


http://marketinghighground.wordpress.com                          2011 © KickStart Alliance
A gallery walk




         “Trapped
           in a
         walkway”




http://marketinghighground.wordpress.com                    2011 © KickStart Alliance
A gallery walk




                                  “Don’t
                                   press
                                   that
                                  button!”



http://marketinghighground.wordpress.com                      2011 © KickStart Alliance
Unfortunate customer use cases are
                          the result when there is no customer
                                  advocate at the table

                                             Market opportunities will be
                                              missed
                                             Product designs will suffer
                                             Customer loyalty will be at
                                              risk




http://marketinghighground.wordpress.com                                 2011 © KickStart Alliance
A company that cannot fully
                    empathize with its customers
                     can never be market driven.
                                           Empathy
   . . . requires having a better, broader
   view of the customer and the market.
   For that, we need a higher vantage
   point.

http://marketinghighground.wordpress.com             2011 © KickStart Alliance
The view is better from the High        Ground




             : that special place where you understand the
           (noun)

           market so well that you become acknowledged and
           valued internally as the customers’ advocate.


http://marketinghighground.wordpress.com              2011 © KickStart Alliance
When no one owns the high ground . . .
                                                          But last
       Unaligned marketing and            I like blue,    week
        sales departments                   and blue      you told
                                               is the       me
       Engineering and product              answer.       green
        management teams working
        in silos
       Frustrated marketers who
        struggle to get the
        messaging right
       Poorly executed marketing
        campaigns that produce poor
        leads
       Decisions based on
        “whoever yells the loudest”
http://marketinghighground.wordpress.com                    2011 © KickStart Alliance
Owning the High Ground means . . .


                                                  Sensing

                                                                                             becoming the
                                                                                             definitive
                    Managing
                                                 Voice of                  Gathering         source of
                                                   the                                       voice-of-the-
                                                 Market
                                                                                             market
                                                                                             knowledge
                                      Applying              Synthesizing




http://marketinghighground.wordpress.com                     Slide courtesy of VSP Group ©            2011 © KickStart Alliance
5 Steps to the
                                           High Ground

                                            5. How will we execute our vision?
                                            4. What’s our story?

                                            3. Why is our solution best?



                                            2. What are they trying to do?




                                            1.  Who are we targeting?




http://marketinghighground.wordpress.com                            2011 © KickStart Alliance
Question: who are we targeting?



                  Answer: we want
                  CIOs of the global

                                           5000!
http://marketinghighground.wordpress.com           2011 © KickStart Alliance
Step 1: Who are we targeting?
     A shortcut to traditional segmentation

     Who they are:
     Identify a target segment
       Focus on responsibilities
       What problems do they have?
       What goals, objectives do they
        share?
                                               The
 Where they work:                             Sweet
 New prospects or current customers?
                                               Spot
   Classify the ideal company

     Why they are a good target:
     Add psychographics
       What are they thinking?
       Do they need to be educated?


http://marketinghighground.wordpress.com              2011 © KickStart Alliance
                                                                             15
The Persona


               A persona is a personalized extension
               of the bull’s eye.



                                            The
                                           Sweet
                                            Spot




http://marketinghighground.wordpress.com           2011 © KickStart Alliance
A Persona answers these questions
             Who are they?
                      •      Name, age, gender
                      •      Title/responsibilities
                      •      Role in the purchase process
                      •      Attitude
                      •      Reputation
             Where do they work?
                      •  Ideal company profile
             Why are they are a good target?
                      •      Values
                      •      Fears
                      •      Pet peeves
                      •      Information sources

http://marketinghighground.wordpress.com                    2011 © KickStart Alliance
Meet Bob, the conflicted procrastinator
       Who is he?
                •      Manages an internal call center or contact center
                •      Responsible for meeting SLAs and minimizing op cost
                •      A gatekeeper and influencer
                •      Skeptical, frugal – keeping the status quo is a safe bet
                •      Risk averse
       Where does he work?
                •  Divisions in major enterprises in the US
                •  Runs multiple call centers with more than 75 seats
                •  Staffed internally (not outsourced)

       Why is he a good target?
                •      He knows he should upgrade, but he fears making a bad purchase decision
                •      Other divisional and HQ call center managers will follow his lead
                •      Hates vendors that don’t understand his business
                •      Requires proof before making a purchase
                •      Talks to peers; listens to analysts; relies on Google searches


http://marketinghighground.wordpress.com                                                         2011 © KickStart Alliance
Empathizing with a persona produces insights
                                            More CIOs




         The Skeptical                     The Corporate
                                                           The Globetrotter
           Futurist                           Radical

http://marketinghighground.wordpress.com                              2011 © KickStart Alliance
Step 2: What are they trying to do?


           Illustrate customer use cases that focus
           on the experience, not the product
              •      What problem do they have?
              •      How do they respond
              •      “Day in the life” scenarios
              •      What steps, actions do they take
              •      How are they addressing the problem today with
                     out your solution?


http://marketinghighground.wordpress.com                       2011 © KickStart Alliance
Customer use cases vs product use cases




         Customer use cases                  Product use cases
                   •  Tell a story             •  Capture functional
                   •  Focus on experiences        requirements, processes
                   •  Explore behaviors        •  Operational focus
                                               •  Educational or tutorial
                                               •  Expand the customer use
                                                  case with more details


http://marketinghighground.wordpress.com                            2011 © KickStart Alliance
Customer Use Cases focus on experiences
 Example: 3 generations with differing expectations



         By illustrating multiple personas and their most common or
          likely “experiential” use case, a product management team
          was able to easily decide which use personas should be
          prioritized




            Brooke                         Carly         Frank
http://marketinghighground.wordpress.com                         2011 © KickStart Alliance
Step 3: Why is our solution best?

       If I asked 5 sales people to explain why customers
                 buy your product, would they know?

     If I asked 5 executives to describe the core value of
          your product, would they give me a consistent
          answer? Could they do so in 50 words or less?


                     If the answer is no, then you don’t have a clear and
                     focused understanding of the product’s value. You
                     run the risk of confusing internal and external
                     audiences.

http://marketinghighground.wordpress.com                                    2011 © KickStart Alliance
Positioning Statement Format




http://marketinghighground.wordpress.com   2011 © KickStart Alliance
Positioning Statement Format

                                       Joe, the Penny-pinching, Multi-tasking Field Support Manager



                                       The Widget 8920

                                       communications test set designed to work
                                       both in the lab and in the field

                                       makes you more productive while dramatically
                                       lowing total cost of ownership

                                       the Gizmo XYQ that conducts only half as many
                                       tests and costs twice as much


http://marketinghighground.wordpress.com                                                    2011 © KickStart Alliance
Step 4: What’s our story?


                                           Because nobody likes
                                               to be sold to,
                                           messaging must have
                                              relevance.
                                           Messaging must tell a
                                                 story.

http://marketinghighground.wordpress.com                     2011 © KickStart Alliance
What do all of these books
                                              have in common?




http://marketinghighground.wordpress.com                                2011 © KickStart Alliance
What makes a good story?


                                           1.  Something happens to upset
                                               the status quo, creating
                                               dramatic tension and
                                               provoking an emotional
                                               response
                                           2.  Our hero works to restore
                                               balance
                                           3.  Ultimately he or she prevails
                                           4.  Life returns to normal or
                                               better than normal

http://marketinghighground.wordpress.com                               2011 © KickStart Alliance
What makes a good business story?

      1.          Engage the persona with a
                  problem or opportunity they
                  care about

      2.          Offer some thought
                  leadership on how the hero
                  can restore balance

      3.          Tell how and why your
                  solution will help them
                  prevail

      4.          Highlight the value and
                  rewards they’ll receive from   Tell the customer
                  using your products or
                  services                        use case story


http://marketinghighground.wordpress.com                         2011 © KickStart Alliance
The Message Box:
 a tool for telling your story

   Target Persona
                                                      1 - Engagement Message
                                               •  What issue of theirs will get their attention?
                                                  •  What problem of theirs can you solve?

         4 - Value Message                                                                   2 - Solution Message
  •  As a result of implementing                                                            •  What is the criteria that
  your offering, how will their                          Your Offering                      must be met to best
  life be better than before?                                                               address the persona’s
  •  What metrics can the                                                                   problem?
  customer use to prove the
  value of your offering?
                                                    3 - Reinforcement Message
                                           •  Describe your solution and how and why it is the
                                               best option for addressing the solution criteria.
                                           •  Highlight key points of differentiation (as it relates
                                                  to the nearest competitive alternatives).
http://marketinghighground.wordpress.com                                                                       2011 © KickStart Alliance
It’s Miserable to Fly and You Know It!
 The Globetrotter
                      1. Air Travel is exhausting & takes
                           a toll on your productivity
                               •  Flying is stressful         2. Passengers want to
 4. Now you can arrive         •  Legroom is non-existent         arrive feeling their
  feeling as clear & as        •  Amenities have been slashed             best.
 sharp as when you left        •  It’s a draining experience  •  Passengers want to:
•  FlyRight is the single most                                                                                    Land feeling energized
effective way to improve
productivity on the road                                         FlyRight Jet                                     Be immune from sick
                                                                                                                passengers
• Tested & trusted by flight crews
around the world
                                                                 Lag Formula                                      Minimize jet lag symptoms


                                           3. FlyRight helps you hit the ground running
                                           •  FlyRight Jet Lag Formula ensures good energy upon landing, with
                                           complete immune system support
                                           •  We have an all natural blend of 12 organic herbs that’s safe, effective,
                                           easy-to-take capsule form
                                           •  The alternative that avoids the crash that comes after drinking sodas or
                                           coffee, or the fog following a sleeping pill
http://marketinghighground.wordpress.com                                                                                     2011 © KickStart Alliance
Many marketers stop here . . .




                                           Don’t stop!

                                Your job is just beginning



http://marketinghighground.wordpress.com                     2011 © KickStart Alliance
Step 5: How will we execute our vision?




                                           Socialize the output &
                                           Align the organization




http://marketinghighground.wordpress.com                            2011 © KickStart Alliance
Market-driven does not mean marketing-driven




                                           The high ground must
                                           not be limited to just
                                           marketers and product
                                           managers




http://marketinghighground.wordpress.com                      2011 © KickStart Alliance
“But, it’s not my job!”
                                           or
           “They won’t
             let me!”




                                                It comes back to this
http://marketinghighground.wordpress.com                                2011 © KickStart Alliance
The journey to the high
               ground begins by helping
               the team get comfortable
                 with these initial steps


http://marketinghighground.wordpress.com   2011 © KickStart Alliance
Socialize the output & Align the organization

       Persona
                  To better understand and empathize with the target audience

       Positioning Statement
                  To better understand your value and differentiation from competitive
                  alternatives

       Message Box
                  To better communicate your value and relevance of your use cases to the
                  target audiences


          Engage these best practices
                                  Evangelize their use
                                                   Encourage others to participate


http://marketinghighground.wordpress.com                                                 2011 © KickStart Alliance
Tips on how to begin

       1.  Become the customers’ advocate by knowing what
           questions to ask

       2.  Help colleagues by guiding them through these best
           practice exercises

       3.  Challenge assumptions, but diplomatically and
           constructively

       4.  Don’t frame your recommendations on personal opinion

       5.  Lead by example

   Businesses need marketing leaders at every level
http://marketinghighground.wordpress.com                        2011 © KickStart Alliance
Become the customer advocate

     From these exercises, develop a core set of slides to broadly
     share the marketing strategy

                •           Be a guest speaker
                •           Facilitate a marketing-sales summit twice a year
                •           Facilitate a marketing/product management/
                            engineering summit twice a year
                •           Set up a repository of customer and market data that
                            can be accessed and shared by everyone




http://marketinghighground.wordpress.com                                       2011 © KickStart Alliance
5 Steps to the
                                              High Ground



                                           5. Share, communicate, evangelize
                                           4. The Message Box
                                           3. Positioning Statement
                                           2. Customer & Product Use Cases
                                           1. Personas




http://marketinghighground.wordpress.com                              2011 © KickStart Alliance
Own the High Ground
                  PERSONA

                                                         USE CASES

                                           POSITIONING




                                                         The MESSAGE BOX




       Required pieces of
       any MRD, PRD, and
       Go-to-Market plan
http://marketinghighground.wordpress.com                                   2011 © KickStart Alliance
If you follow these steps, consistently,
          with patience and sensitivity, you will get
          closer to the high ground.

          Over time, you will own, then command,
          a seat at the leadership table



http://marketinghighground.wordpress.com          2011 © KickStart Alliance
For more information . . .
       Technology marketing best practices


                                           http://marketinghighground.wordpress.com




            Sales has their playbook. Now B2B marketers do too!
            Personas. Positioning. Messaging. And more!




                                                                    Coming this May
                                                                     Amazon.com
http://marketinghighground.wordpress.com                                              2011 © KickStart Alliance

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The Quest to be Market Driven

  • 1. The Quest to be Market-driven How to become acknowledged and valued as the customers’ advocate Mike Gospe KickStart Alliance http://marketinghighground.wordpress.com www.kickstartall.com
  • 2. A seat at the table http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 3. What happens when companies don’t have a customer advocate at the leadership table? http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 4. A gallery walk “Time’s up! Or is it?” http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 5. A gallery walk “Um, you have coffee on your nose” http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 6. A gallery walk “Trapped in a walkway” http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 7. A gallery walk “Don’t press that button!” http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 8. Unfortunate customer use cases are the result when there is no customer advocate at the table   Market opportunities will be missed   Product designs will suffer   Customer loyalty will be at risk http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 9. A company that cannot fully empathize with its customers can never be market driven. Empathy . . . requires having a better, broader view of the customer and the market. For that, we need a higher vantage point. http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 10. The view is better from the High Ground   : that special place where you understand the (noun) market so well that you become acknowledged and valued internally as the customers’ advocate. http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 11. When no one owns the high ground . . . But last   Unaligned marketing and I like blue, week sales departments and blue you told is the me   Engineering and product answer. green management teams working in silos   Frustrated marketers who struggle to get the messaging right   Poorly executed marketing campaigns that produce poor leads   Decisions based on “whoever yells the loudest” http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 12. Owning the High Ground means . . . Sensing becoming the definitive Managing Voice of Gathering source of the voice-of-the- Market market knowledge Applying Synthesizing http://marketinghighground.wordpress.com Slide courtesy of VSP Group © 2011 © KickStart Alliance
  • 13. 5 Steps to the High Ground 5. How will we execute our vision? 4. What’s our story? 3. Why is our solution best? 2. What are they trying to do? 1.  Who are we targeting? http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 14. Question: who are we targeting? Answer: we want CIOs of the global 5000! http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 15. Step 1: Who are we targeting? A shortcut to traditional segmentation Who they are: Identify a target segment   Focus on responsibilities   What problems do they have?   What goals, objectives do they share? The Where they work: Sweet New prospects or current customers? Spot   Classify the ideal company Why they are a good target: Add psychographics   What are they thinking?   Do they need to be educated? http://marketinghighground.wordpress.com 2011 © KickStart Alliance 15
  • 16. The Persona A persona is a personalized extension of the bull’s eye. The Sweet Spot http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 17. A Persona answers these questions   Who are they? •  Name, age, gender •  Title/responsibilities •  Role in the purchase process •  Attitude •  Reputation   Where do they work? •  Ideal company profile   Why are they are a good target? •  Values •  Fears •  Pet peeves •  Information sources http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 18. Meet Bob, the conflicted procrastinator   Who is he? •  Manages an internal call center or contact center •  Responsible for meeting SLAs and minimizing op cost •  A gatekeeper and influencer •  Skeptical, frugal – keeping the status quo is a safe bet •  Risk averse   Where does he work? •  Divisions in major enterprises in the US •  Runs multiple call centers with more than 75 seats •  Staffed internally (not outsourced)   Why is he a good target? •  He knows he should upgrade, but he fears making a bad purchase decision •  Other divisional and HQ call center managers will follow his lead •  Hates vendors that don’t understand his business •  Requires proof before making a purchase •  Talks to peers; listens to analysts; relies on Google searches http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 19. Empathizing with a persona produces insights More CIOs The Skeptical The Corporate The Globetrotter Futurist Radical http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 20. Step 2: What are they trying to do? Illustrate customer use cases that focus on the experience, not the product •  What problem do they have? •  How do they respond •  “Day in the life” scenarios •  What steps, actions do they take •  How are they addressing the problem today with out your solution? http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 21. Customer use cases vs product use cases Customer use cases Product use cases •  Tell a story •  Capture functional •  Focus on experiences requirements, processes •  Explore behaviors •  Operational focus •  Educational or tutorial •  Expand the customer use case with more details http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 22. Customer Use Cases focus on experiences Example: 3 generations with differing expectations   By illustrating multiple personas and their most common or likely “experiential” use case, a product management team was able to easily decide which use personas should be prioritized Brooke Carly Frank http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 23. Step 3: Why is our solution best?   If I asked 5 sales people to explain why customers buy your product, would they know?   If I asked 5 executives to describe the core value of your product, would they give me a consistent answer? Could they do so in 50 words or less? If the answer is no, then you don’t have a clear and focused understanding of the product’s value. You run the risk of confusing internal and external audiences. http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 25. Positioning Statement Format Joe, the Penny-pinching, Multi-tasking Field Support Manager The Widget 8920 communications test set designed to work both in the lab and in the field makes you more productive while dramatically lowing total cost of ownership the Gizmo XYQ that conducts only half as many tests and costs twice as much http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 26. Step 4: What’s our story? Because nobody likes to be sold to, messaging must have relevance. Messaging must tell a story. http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 27. What do all of these books have in common? http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 28. What makes a good story? 1.  Something happens to upset the status quo, creating dramatic tension and provoking an emotional response 2.  Our hero works to restore balance 3.  Ultimately he or she prevails 4.  Life returns to normal or better than normal http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 29. What makes a good business story? 1.  Engage the persona with a problem or opportunity they care about 2.  Offer some thought leadership on how the hero can restore balance 3.  Tell how and why your solution will help them prevail 4.  Highlight the value and rewards they’ll receive from Tell the customer using your products or services use case story http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 30. The Message Box: a tool for telling your story Target Persona 1 - Engagement Message •  What issue of theirs will get their attention? •  What problem of theirs can you solve? 4 - Value Message 2 - Solution Message •  As a result of implementing •  What is the criteria that your offering, how will their Your Offering must be met to best life be better than before? address the persona’s •  What metrics can the problem? customer use to prove the value of your offering? 3 - Reinforcement Message •  Describe your solution and how and why it is the best option for addressing the solution criteria. •  Highlight key points of differentiation (as it relates to the nearest competitive alternatives). http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 31. It’s Miserable to Fly and You Know It! The Globetrotter 1. Air Travel is exhausting & takes a toll on your productivity •  Flying is stressful 2. Passengers want to 4. Now you can arrive •  Legroom is non-existent arrive feeling their feeling as clear & as •  Amenities have been slashed best. sharp as when you left •  It’s a draining experience •  Passengers want to: •  FlyRight is the single most   Land feeling energized effective way to improve productivity on the road FlyRight Jet   Be immune from sick passengers • Tested & trusted by flight crews around the world Lag Formula   Minimize jet lag symptoms 3. FlyRight helps you hit the ground running •  FlyRight Jet Lag Formula ensures good energy upon landing, with complete immune system support •  We have an all natural blend of 12 organic herbs that’s safe, effective, easy-to-take capsule form •  The alternative that avoids the crash that comes after drinking sodas or coffee, or the fog following a sleeping pill http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 32. Many marketers stop here . . . Don’t stop! Your job is just beginning http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 33. Step 5: How will we execute our vision? Socialize the output & Align the organization http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 34. Market-driven does not mean marketing-driven The high ground must not be limited to just marketers and product managers http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 35. “But, it’s not my job!” or “They won’t let me!” It comes back to this http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 36. The journey to the high ground begins by helping the team get comfortable with these initial steps http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 37. Socialize the output & Align the organization Persona To better understand and empathize with the target audience Positioning Statement To better understand your value and differentiation from competitive alternatives Message Box To better communicate your value and relevance of your use cases to the target audiences Engage these best practices Evangelize their use Encourage others to participate http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 38. Tips on how to begin 1.  Become the customers’ advocate by knowing what questions to ask 2.  Help colleagues by guiding them through these best practice exercises 3.  Challenge assumptions, but diplomatically and constructively 4.  Don’t frame your recommendations on personal opinion 5.  Lead by example Businesses need marketing leaders at every level http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 39. Become the customer advocate From these exercises, develop a core set of slides to broadly share the marketing strategy •  Be a guest speaker •  Facilitate a marketing-sales summit twice a year •  Facilitate a marketing/product management/ engineering summit twice a year •  Set up a repository of customer and market data that can be accessed and shared by everyone http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 40. 5 Steps to the High Ground 5. Share, communicate, evangelize 4. The Message Box 3. Positioning Statement 2. Customer & Product Use Cases 1. Personas http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 41. Own the High Ground PERSONA USE CASES POSITIONING The MESSAGE BOX Required pieces of any MRD, PRD, and Go-to-Market plan http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 42. If you follow these steps, consistently, with patience and sensitivity, you will get closer to the high ground. Over time, you will own, then command, a seat at the leadership table http://marketinghighground.wordpress.com 2011 © KickStart Alliance
  • 43. For more information . . . Technology marketing best practices http://marketinghighground.wordpress.com Sales has their playbook. Now B2B marketers do too! Personas. Positioning. Messaging. And more! Coming this May Amazon.com http://marketinghighground.wordpress.com 2011 © KickStart Alliance