In Outliers, Malcolm Gladwell posits that success is a much about good timing as it is hard work and raw talent.  Perhaps there is no greater evidence of this theory than the Shorty Awards, which launched in December 2008 just as “Twitter was on the cusp of getting really big,” noted co-founder Greg Galant. But to attribute the success of the Shorty Awards to timing alone would be shortsighted, missing one of the most instructive cases for entrepreneurs in the brave new world of Social Media 3.0.   Here are seven insights I gleaned from my interview with Galant:

1. Identify an Unmet Need

Back in late 2008, Greg Galant and his partner Lee Semel at Sawhorse Media, a small web dev shop, recognized both the potential of Twitter and an inherent shortcoming.  Noted Galant, “The thing which made it unique was that all the content was public and people were creating media but there was no easy way to figure out who’s doing good stuff on Twitter by topic.”  Added Galant, “So we had this wacky idea we would create the first ever directory of Twitter and what better way than to crowd source an awards program.”  Wacky or not, within 24 hours of its launch on December 10^th, 2008, Shorty was one of the top trending terms on Twitter, a position it held for the next two months.  And as a result of the Shortys, all the Twitterverse had a real source for the best of the best.

2. Build it Fast AND Build it Smart

Often software entrepreneurs are faced with tradeoffs between speed to market and quality of performance.  Offered Galant, “We came up with the name Shorty Awards, registered the domain and built the whole system in two weekends.”  Despite the speed, it was brilliant in its use of the very medium it was acknowledging and according to Galant was “the first system ever to use public nominees.” The entry form was literally just a tweet like “I nominate @DrewNeisser for #Shorty for marketing brilliance…” and the Shorty site according to Galant, “Would just automatically suck that in, parse it, and figure out what the nomination is for, and then create a leader board out of all the nominees.” That would be like a movie actress nominating herself for an Oscar in the middle of the film!

3. Make it Competitive and Transparent

Awards by their very nature are competitive but part of the genius of the Shorty Awards is that nominees could see how they were doing in real time.  This level of transparency set the Shorty Awards apart from its advertising brethren.  Explained Galant, “there was tons of campaigning, people were tweeting to get people to vote for them, the leader boards were really a strong thing in that people want to be on a top ten list.”  The leader board also had the added value of giving people a reason to constantly come back to ShortyAwards.com.  In fact and most notably, traffic to the Shorty Awards.com website according to Compete.com (see chart) during its first two years was higher than the better known Effies, Clios and the even the coveted Cannes Lions.

4. Bake the Marketing Into the Product

One of the more remarkably aspects of the Shorty Awards case, is that the brand was built according to Galant with “zero marketing dollars.“  A true social media phenomenon, the Shorty Awards garnered 50,000 nominees year 1 and over 300,000 year 2 without spending a single dollar on advertising.   As Galant explained it, “We thought about marketing at the product design stage, focusing on every little angle, how it would market itself, what kind of viral actions will it create, what’s the viral loop, what about it’s really going to resonate with users—that matters far more than how hard you pitch it and everything like that.”  Entrepreneurs out there would be well advised to embrace Galant’s conjecture, “That much of marketing today is done before the launch, it’s in product design.

5. React to the Road not the Map

Every entrepreneur will tell of the importance of reacting to “the road not the map” when rolling out a new product or service.  But few in my experience were as good at observing the changes in the road and reacting accordingly as Galant and Semel.  First, there was the matter of the award ceremony.  Launched without a real business plan, Galant noted “ We hadn’t yet lined up any plans to actually have the ceremony, we didn’t have a sponsor, we didn’t have a venue, we didn’t have a host yet two months later, we pulled the whole thing off.”   Then there were the awards themselves.  Allowing people to make up any category they wanted, when seeing a particular user generated category achieve critical mass, they’d make it official.  Noted Galant, “It never occurred to us to have a video game category for example.”

6. Deliver Genuine Value Across the Board

Before the Shorty Awards became a real business, Galant and his partner had the simple goal of delivering value by “showing the who’s who of social media.”  Once it became clear that there were a lot of people who shared Galant’s desire to “know who’s actually good, who the stars are, who’s mastered the media,” then the challenge shifted to creating value for potential sponsors.  This value came in multiple ways depending on the sponsor.  During the nomination periods, traffic to the website and PR about the awards reached millions.  At the events, sponsors were able to mingle with top tweeters from around the world, the first of which was the largest gathering of its kind.  And because Galant had the foresight to video tape the event, live streams (+20k) and subsequent plays on YouTube (+100k) increased the value for sponsors even further.

7. Learn from Other’s Mistakes (not included in the FastCompany.com post that ran earlier this week)

They say that most entrepreneurs learn from their own mistakes but the great ones learn from the mistakes of others.  Such is the case with Galant and the Shorty Awards.  Noted Galant, “There was one attempt before us to do a Twitter awards thing, but we heard stories where they promised the winner 100 bucks but they couldn’t deliver on that—so we really wanted to do it right.”  So Galant found some sponsors to help cover the costs of the event and charged for attendance, thus ensuring sufficient funding to pull off a NYC-caliber program in their first year.  Year 2 they upped the ante, hosting the event in Manhattan instead of Brooklyn, allowing for greater attendance and more polished experience.

Final Note

The Shorty Awards were profitable in both its first two years, enough so that Galant is now talking to investors about expansion plans. Not bad for a couple of guys who just wanted to figure out who to follow on Twitter.

How American Express turned its OPEN Forum into the quintessential example of Marketing as Service

How Kinaxis, a Supply Chain Management Solutions Provider based in Ottawa, Is Achieving Extraordinary Results via Social Media Marketing

Just after the Marketing VP set the bar at 20,000 downloads in the first six months, Petra Neiger and the myPlanNet game team at Cisco wondered, “How the heck are we going to do that?” The marketing budget was well under $50,000, her team was tiny and each of them had other marketing responsibilities. Nonetheless, when I met Petra this May, the program was already a stunning success and being honored with BtoB’s Social Media Marketing Award for Best Integrated Campaign.

In fact, myPlanNet, a simulation game that “puts you in the shoes of a service provider CEO,” exceeded expectations at every turn. Launched in October 2009, the game surpassed the download goal by 3,200 the end of January and has gained at least 20,000 more players since then. The game has attracted over 60,000 fans on Facebook with players from at least 2500 different companies and over 130 different countries. With 5,000 new fans joining between mid May and mid June, myPlanNet is a case worth studying, revealing six game-changing steps to social media innovation.

1. Get Management Blessing

It’s a fundamental truth that innovation requires support in the highest offices of any company. Not surprisingly, the myPlanNet game concept was “formed out of an internal innovation contest,” noted Ms.Neiger. “The idea was to find an untraditional way to engage our customer and teach them about Cisco,” she added. “Cisco is very big on innovation, wanting to show the human network in action,” offered Petra. That said, management did not write a blank check and instead put a cap on financial resources, limiting the development budget to $200,000 thus requiring the team to make the most of every dollar. This hedging approach to innovation is not unusual and can inspire further creativity as it did with this program.

2. Channel Internal Energy

Often companies overlook the importance of encouraging widespread employee involvement in their innovative initiatives, particularly in social media. This was not the case with myPlanNet. First, noted Ms. Neiger, “we had an internal group that tested the game every step of the way.” This helped keep the program on budget. Then, added Ms. Neiger, “We launched the game internally 2-3 weeks before external launch because it’s a very robust game so we didn’t know how it would work once a lot of people started playing.” This had the added benefits of enhancing morale and as Petra noted, “started a trend inside the company where other groups are starting to play the game and are inspired to try more innovative approaches.”

3. Create Something Innovative

Admittedly, this sub-head may seem a little obvious, but the key word here is “Create” and you’d be amazed how often marketers seek social media success without actually creating something of genuine value for their target. In Cisco’s case, they created a simulation game that according to Petra, was “easy to play but difficult to master; you can play five minutes or you can play for an hour.” One sure sign of success that you’ve created something innovative is unplanned press attention. “We had no PR outreach whatsoever,” added Ms.Neiger, yet the Washington Post, The SF Chronicle, numerous magazines and blogs all reported on the game, which in turn fueled social media engagement.

4. Seed Your Efforts

Bestselling author Doug Ruskoff recently suggested that all a company needed to do was to create a superior product and, in the new world of social media communications, consumers would find out about it and beat a virtual trail to their door. This idealistic viewpoint may ultimately prove to be true but few marketers can or should take this chance right now. At a minimum, marketers need to jump-start the conversation, as was the case with myPlanNet. The game demoed at a big tradeshow in Geneva last October where, noted Ms. Neiger, “We had a camera to record people’s experiences and put these videos and images on our Game Support and Facebook fan pages.” Judiciously allocating their $30k launch budget to demos, welcome ads and content syndication, Cisco also spent $100 per day on Facebook to bring people to their fan page all of which helped spark interest in the game.

5. Keep on Experimenting

Given the dynamic nature of social media, it is essential that once you get started you keep adapting to consumer feedback and experiment as the opportunities present themselves. Noted Ms. Neiger, “six weeks after launch we started doing social media even more and experimenting a lot.” When they started seeing comments in foreign languages, they responded with a monthly report of fans by country. “People have national pride and are very into it so they passed along the link,” offered Petra who noted enthusiastically that users could be traced back to 130 different countries, thus fulfilling an important objective for this unique marketing initiative. Later on they added a holiday challenge, mini-online games and even a multiple choice quiz about the game, all of which increased fan engagement.

6. Think Small

Unfortunately, a lot of innovative programs, especially ambitious ones in the social media arena never see the light of day because their initial funding requirements are deemed to be too large by management. myPlanNet, the game, was built in 13 months with the help of external experts at a budget cap of $200,000. Though previous gaming efforts by Cisco had achieved some success, management still asked, “Why would this be different from what we’ve done before and how do we get the word out?” Petra and her team were quick with answers, having baked in a more “inclusive gaming experience” and social media-friendly elements like in-game testimonials and a dynamic leader board that allows players to see top scores by week, month and all-time. At the same time, Petra noted that “We would have loved to do more personalization within the game and to include a multiplayer aspect,” but that would have required more time and money, changes that might have prevented this winning game from launching in the first place.

Final note: Petra was quick to remind me that myPlanNet, “started as a side project.” Since then, she added, “The company realizes that the game is really good and really successful,” but she “still has a day job” as does the rest of her team–so much for award-winning marketing being all fun and games!

How Shelly Palmer is fast becoming the Martha Stewart of Digital Life

Catherine and her team at the world’s largest spirits company set the bar high, aspiring to “own cocktails” and to “preempt the competition” in order to gain share. When the program rolled out in the latter part of 2008, it soon achieved all its goals providing a “top-shelf” example of the power of Marketing as Service.

“It’s marketing that isn’t marketing,” said John Bernier, the social media maven at Best Buy whose dev team brought the stunningly effective Twelpforce to market in July of 2009. Since then Twelpforce has responded to near 28,000 customer inquiries via Twitter, enlisted 2600 employees to share their knowledge, and paid for itself many times over via extensive PR coverage, enhanced brand perceptions, and potential savings to the call center.

Setting a new standard for Marketing as Service, Twelpforce is worth studying, both for its lightning quick development process and for the surprise benefits of this highly innovative program. While this article is based on two extensive interviews with Mr. Bernier, one at the New York 140 Characters Conference and the other by phone last week, he is quick to note that this was “clearly a team effort” that went well beyond the marketing department. In fact, it is the cross-disciplined nature of this effort that makes the following 7 insights all the more instructive.

1. Recognize the Need

Most marketers know to look for an unmet needs but few find them, especially in the chaos that was Twitter in 2008. “We saw widespread use of Twitter among employees,” noted Bernier, “and our customers were talking about us on Twitter.” Putting two and two together, the Best Buy development project team created spy.appspot.com to monitor the conversation online and to formulate an engagement plan. This was a critical first step on the road to meeting “a need in a time and place when customers were asking for it,” as Mr. Bernier so aptly put it.

2. Follow the Leader

At about this time, Barry Judge, CMO of BestBuy was emerging as a major voice on Twitter. “Our leadership started to get very visible with customers, and that set the tone for the rest of the department,” noted Bernier. “Barry was the catalyst, giving us the green light to go experiment, so we had the luxury of leadership buy-in,” Bernier gratefully added. All that said, Barry Judge alone couldn’t answer all the customer questions himself, and it quickly became clear that they needed to find a way to tap into the tech expertise across the organization.

3. Build it Fast

Around April 2009, Bernier’s team was told that Twelpforce was a go and would even be featured in a TV spot in July. They essentially had two months to build a system that could monitor customer inquiries on Twitter and allow multiple employees to respond from one account. The risks were huge and “not a day went by that I didn’t think this might not work,” sighed Bernier. Nonetheless, using open source software and “the cloud,” they were ready for a “soft launch” in June by which time 600 eager employees had already volunteered to test the system.

4. Unleash your Employees

Unlike traditional customer support services, employee access to Twelpforce was not restricted to a select group of highly trained agents. In fact, the genius of Twelpforce is that it tapped into an existing talent pool that welcomed the chance to share their knowledge in their spare time! “A geek squad guy might have a break between sessions or it could be a ‘Blue Shirt’ in-store at a slow moment, either way,” noted Bernier, “this talent was ready, willing and able to help out. Because the system was designed to tie each response to an individual employee, each Twelpforce rep could feel a personal sense of pride in their participation.”

5. Expect the Unexpected

After the initial 600 Twelpforce testers, an additional 2000 signed on, and while not all are active, those that are have found some extraordinary side benefits. First, it helped create a new internal network, “broadening their relationship with other employees who shared a common interest,” beamed Bernier. Second, it served as on-going training program as Twelpforce reps researched questions and read the range of answers. Because it became clear that some questions couldn’t be answered in 140 characters, the development project team also went to work on a tool that enabled longer, more sophisticated answers.

6. Support the Big Picture

Though it could have been a big risk to feature Twelpforce before its merits were established, BestBuy took the chance with good reason. Seeking the well wishes of early adopters and tech influencers, you can’t simply talk the talk. You have to walk the walk, demonstrating your passion for technology and leading edge know-how by applying innovations like Twitter, innovations favored by the technorati. Being able to translate this passion into better, faster service as BestBuy did with Twelpforce is an even bigger coup since this is clearly a weak spot for discount-driven competitors like Wal-Mart, who are far less in tune with the latest innovations.

7. Reap the Rewards

While on the surface, Twelpforce could be perceived as a short-term marketing ploy, it is in truth more like a vein of gold that has just barely been tapped. Twelpforce offers “real time pulse measurement” noted Bernier, “so we could use the feed to adjust banner ad copy”, to reflect trending topics like iPad accessories, new game releases or localized out-of-stocks. In order to help Best Buy “Examine the past to predict the future,” Bernier and the dev team are currently creating an even more robust monitoring system, once again in a highly transparent manner and which you can see in its infancy at bbyfeed.com. As Bernier puts it, “The evolution of Twelpforce involves the story of data.”

Final note: Customer satisfaction among users of Twelpforce is actually higher than c-sat ratings of Best Buy among the general population. These higher ratings translate into increased purchase intent as well as the likelihood to spend more per purchase. Not bad for a program that was built in two months under the premise that “If we were going to fail, we wanted to fail fast.”

The argument raged until 2am when the guy stormed out. The guy, an MBA student at UNC insisted that “games are for kids and IBM isn’t going to buy it,” while the demure Phaedra Boinodiris, also a first year MBA candidate, stuck to her guns, knowing the case challenge posted by IBM “screamed for a business SIM.”  Just a few hours later, Sandy Carter of IBM was asking Phaedra to build a prototype of her idea, an idea that became Innov8, a highly successful “serious game” that explains business process management to non-technical people and is my new favorite example of Marketing as Service.

In retrospect, it wasn’t really a fair fight. Phaedra was not your typical MBA student with ten years of entrepreneurial experience under her belt, having founded two companies including WomenGamers.com, now a popular portal for female gamers.  Thus, her expertise on the gaming world was substantial and while Sandy Carter’s request would have tripped up most students, Phaedra was up to the challenge.  In my interview with Phaedra at Impact 2010, IBM Software’s annual conference, her experience with IBM over the last two years provides a gripping playbook for innovators, especially “intrapreneurs” seeking to build “start ups” within large companies.

1.     Pursue your Passions

Phaedra got into the gaming business back in 1999 because she was a gamer, her sister was a gamer but not one of the industry publications addressed the category from a female perspective.  Knowing that 35% of women play video and computer games, she leapt into the void by setting up WomenGamers.com. She became an activist for the cause, starting the first scholarship program for women to get degrees in game design and development in the US, helping to share her passion with others.  After two years full-time with IBM, her passion for the power of games remains strong, adding that, “through self-discovery and experience consumers can better understand what you’re selling.”

2.    Find a Champion

When Sandy Carter first approached her at the Case Competition, Phaedra wasn’t sure what to make of her prototype request.  Now she knows that Sandy is the kind of internal champion that every “intrapreneur” dreams about finding.  “What amazed me is that Sandy attends the Case Competition’s herself instead of delegating this to a junior person,” marveled Phaedra.  “That takes real cajones and reflects Sandy’s commitment to find innovative ideas,” added Phaedra.  After the Case Competition, Sandy offered Phaedra an internship that lasted the rest of her time at business school and led the way to the now successful Serious Gaming group at IBM.

3.     Partner with Pros

Given only three months to build a prototype, Phaedra and her team at IBM knew they needed great partners and aligned with Centerline.”  “There are so many bad games out there,” noted Phaedra, “you really have to find a developer with a light touch,” to create an engaging experience.  In fact, Phaedra notes that of the three key ingredients of entrepreneurial success; people, process and ideas, people is by far the most important.  “A great idea without the right people will fail, whereas even an okay idea could succeed with great people,” she added.   Phaedra’s confidence in Centerline was thoroughly justified as they turned the initial idea first into a prototype and later into a simulation game played now played at over 1000 colleges and business schools around the world.

4.     Start with the Low Hanging Fruit

Once Innov8 was produced, it was quickly adopted and lauded by teachers, students and the press.  USC’s Marshall School of Business soon required every student to play Innov8.  Phaedra noted with understandable pride, “One class at a Turkish University uses Innov8 for its final exam!”  Teachers thanked Phaedra because “BPM is not an easy thing to teach.”  “We took something that was highly technical and made it more intuitive,” added Phaedra.  “Students were the low hanging fruit but they also represented future business opportunity,” which would eventually help to get Business Process Management software adopted by more and more companies.

5.     Build from Success

Once Innov8 had gained traction with graduate schools, Phaedra got approval to develop a flash-based online version of the game that could reach and engage a wider audience.  Adding social networking elements like a leader board, the online version soon became a lead machine.  Currently thossands of potential and current customers play Innov8 2.0 Online per month generating thousands of leads, many of which have been converted into sales.  In fact, Innov8 online generates many times more leads for IBM’s BPM software than any other source, creating an ROI that even “VCs would love.” “We took baby steps, building our case internally, showing ROI of each subsequent project, just like we would have to external investors,” offered Ms. Boinodiris.

6.     Don’t Sell Chocolate Broccoli

One of the happy by-products of the online Innov8 game was that it introduced the idea of serious gaming to a broader audience.  Soon IBM’s business partners were asking if they could customize Innov8 for their customers.  And eventually a new group within IBM Global Business Services was set up to do just that!  This speaks to the power of selling by educating as well as the quality of the game itself.  As Phaedra opined, “people can smell chocolate broccoli from a mile away,” so even educational games have to be extremely well crafted.  This insight is a truth for all such marketing as service programs, if the experience isn’t top notch, the customer or prospect simply won’t engage.  On the other hand, if the experience is rich and educational, there is simply no better way to sell.

7.     Revel in the Naysayers

Since her late night argument with a fellow MBA, Phaedra has reveled in the challenge of selling games as a serious business tool and formidable marketing weapon.  Some have resisted the idea, calling games “fluff” and “kids stuff.”  When I asked her about sales force adoption, she noted that there has been some resistance there too. “Sales has their lucky underwear and don’t like to change it,” she winked. Fortunately, her continued emphasis on proving ROI internally has been rewarded with the green lighting of a next gen simulation game called CityOne that will launch Fall 2010.  CityOne is already being lauded by the press, with Gizmodo saying “if SimCity introduced legions of gamers to the world of urban planning, then IBM’s upcoming CityOne game looks to take that education to the next level.”

Final note: I consider myself lucky to have met Phaedra.  As proud as she is of her accomplishments thus far, she remains humble.  She states with realistic clarity that “games won’t displace anything; they will supplement other sales tool, driving people down the purchase funnel.”  My guess—the potential for games as educational sales tools for highly technical products is truly unlimited and Phaedra will remain on the forefront for quite some time.

An online friend and I use ”friend” loosely since I have no idea who she really is other than a helpful sharer, sent me this link.  She knows that I am always on the hunt for interesting examples of Marketing as Service and true to form, this one qualified.  Carte Noire, a brand of coffee sold in the UK by Kraft, has assembled a hunky cadre of actors who read delicious bits of novels on camera under the promise “For a more seductive coffee break.”

The readings are quite well done and they leave you thirsty for more.  I’ve now watched actor Joseph Fiennes read a few pages from Thomas Hardy’s Far from the Madding Crowd, and Greg Wise liven up Oscar Wilde’s Picture of Dorian Gray.   Other readers include Dominic West and Dan Stevens. All told, there are 37 of these luscious treats waiting for you on the website.  Clearly Kraft has gone to a lot of trouble to make this online effort pleasing, offering free samples of their coffee and a sweepstakes for the “spa” inclined.  And partner Penguin Books is just a link away, ready to sell you the complete novels sampled on the site.

As an example of Marketing as Service, this one is reasonably fresh.  The sales pitch is gentle, as long as it doesn’t bother you that the reader is holding a cup of coffee much of the time or is sitting so close to a mug that he risks scalding himself on the steam.  In truth, the product information is so scant, that about all I could learn about Carte Noire is that it’s made from a “100% Arabica bean blend.”  And don’t ask me what “Arabica” is because I’m too busy watching my next chapter.

After a bit of sleuthing, I did find at two offline extensions of this idea.  At some point last year, Carte Noire hosted a major sampling event at which fresh coffee was served, stories were read, and everyone left with a bookmark that had a sample of the freeze-dried product attached.  It looked like a rich experience from the video, but I can’t tell if this was a “one-off” or an ongoing program.  There was also a blog post about  some Carte Noire sponsored readings at The Cheltenham Literature Festival.

What I didn’t find was much in the way of social media or grass roots activities. Perhaps they are going on in England as I write, but I couldn’t find a word about them online.  So let me take a coffee break of my own and imagine how they could brew up a truly special 360° campaign at just about any budget level.  Hopefully, if I’ve got the wrong flavor here, the kind folks at Kraft UK will set me straight.

Again in full ignorance I ask, why isn’t Carte Noire sponsoring “seductive book clubs” all over England?  Take a look at what e.l.f. did with their “make-up parties” and you’ll see an easy formula for grass roots efforts that could certainly connect the brand with their target.  Provide a pot full of product, gift certificates from Penguin and reader notes prepared by a worthy scholar and you’ve got the recipe for trial-generating, loyalty-building revelry. Then imagine if Joseph Fiennes showed up unannounced at one of these parties to read for a bit.  Surely that would be a piping hot story for the local press.

Carte Noire also seems to be going light on the social media front.  Sure they have links to FB, Twitter, digg and delicious at the bottom of each page but why not share more of this beautifully produced readings on YouTube and Facebook?  Your fans are far more likely to spend time with you on social media that on your website.  I did find that some of the actors are sharing their Carte Noire readings via podcasts, which is a nice touch, but again, I really had to dig to find these.  How about becoming a major advocate of “seductive book clubs” on Twitter, following your target and sharing your unique POV on having a “seductive coffee break?”

Of course, I may be all wet here.  Carte Noire is marketed across the pond and for all I know, this campaign is more than a coffee break, and instead is a full course meal of integrated marketing applying the latest techniques in guerrilla and social media.   If so, roast away Kraft UK.  I promise not to be bitter.

Detailed case history of MyRetirementShop.com, a retirement portal AXA created to help retain customers which also attracted new ones.

Pepsi Refresh is a refreshing example of Marketing as Service, combining CSR, crowd sourcing, social media and just plain fun.

Brugal Rum created free road signs where none existed to help Dominicans find their way around the island AND remind them of the brand wherever they went.

Here are five thought starters for guerrilla marketers in 2010.

After six years of riding on the coattails of the world’s greatest golfer and two weeks of controversy, Accenture summarily dumps the man who put them on the map. At this moment, all their competitors are sighing with relief as none of them had an answer to Accenture’s extraordinarily successful partnership with Tiger. Do I think their decision was premature? You bet. Do I think it was wrong? Time will tell.

This much I know–the Tiger Woods-Accenture partnership was as good as it gets for brand campaigns. Launching in 2003 with the umbrella tagline “High Performance. Delivered.”, Tiger symbolized high performance delivered like no other man alive. In 2006, Accenture took their focus on performance one step further by offering up the wisdom they gained by studying 500 high performing companies. The results of this study were made available to clients and prospects elevating the campaign beyond mere branding to something of genuine value.

At this point they also evolved their theme line to the fateful “We know what it takes to be a Tiger.” I guarantee you that up until two weeks ago every Accenture employee around the world loved being associated with the greatest golfer on the planet. His standard of excellence, his clutch performance tournament after tournament undoubtedly inspired Accenture employees to deliver day after day. Accenture stands alone in its category thanks to Tiger. Now that they have dropped Tiger, they are unlikely to find a campaign that will score (pun intended) on so many levels.

For the most part, I’m not a fan of brand campaigns because they offer very little genuine value to the consumer. Most people tune them out because they talk at the consumer and don’t encourage a dialog. That said, a few cut through because of the massive media weight they receive and or the magnetic presence of a celebrity like Tiger. Of those types of brand campaigns, believe it or not, my favorite was Accenture’s use of Tiger Woods.

Undoubtedly the Tiger campaign hastened the demise of BearingPoint who’s sponsorship of Phil Mickelson paled in comparison. Tiger out drove Phil on and off the course. It wasn’t even competitive. Accenture is on the map. BearingPoint is out of business. And both were started within a year of each other. When BearingPoint started to go downhill, its consultants simply walked out with their clients because neither had allegiance to the brand. The Accenture brand, on the other hand, is bigger than any single consultant, thanks in large part to its association with Tiger.

Admittedly the Tiger brand is now tarnished. Can Tiger redeem himself? Of course. America loves come back stories. Look at Robert Downey, Jr. Look at Hugh Grant. Look at A-Rod. He just needs to take a page out of the Scarlet Letter, the Nathaniel Hawthorne classic in which the heroine is forced to wear an A for Adulterer on her sweater but through her good deeds transforms it into A for Able and ultimately A for Angel. I fully expect Tiger to regain the good graces of his golfing fans sometime soon. While I can’t predict how long this will take, I can say with certainty that the A on his chest will no longer stand for Accenture.

Practically every marketer faced the challenge of making more out of less in 2009. A few applied the principles of Marketing as Service and in the process were recognized as best of class by B2B Magazine. Here is a veritable cornucopia of insights gleaned from five of these top marketers.

With apologies to John Donne, no ad is an island, entire of itself…any ad’s isolation diminishes me, because I am involved in adland. Yes, indeed I feel diminished when a great brand like Bacardi creates an ad that when all is said and done stands alone like an island in the sun. Especially an ad as beautifully executed as this one that is intended to kick off a global campaign.

In fairness to Bacardi, their new “Island” spot is featured on their website, on their Facebook fan page and on Twitter. But ironically, here you have an ad that shows “hip and spirited” young adults creating their very own party island which looks like a ton of fun and all the viewer can do is watch. There is no way for the target to actually participate, no way for them to engage with the brand on any meaningful level.

If you visit their YouTube, Facebook or Twitter pages, you’ll begin to understand what I mean. All of these Bacardi pages talk at the consumer rather than inviting conversation. There seems no intent on listening or engagement. A consumer question on YouTube about the music in the TV spot is left unanswered. Each of their recent posts promotes the new “Island” TV spot or a review of said spot. These posts are dry and factual without any of the spirit showcased in the ad, without a point-of-view that could attract future interest.

Beyond the apparently slapped on social media effort, the campaign screams for promotional components that extend the idea of a perfect party island. Maybe these are in the works, maybe not. Will there be a chance to win your own party island, in the Caribbean or at a local bar? Can we anticipate a “mobile social” mash-up with Loop’d that gathers friends for a spontaneous island party? MediaPost reports that we can expect an iPhone app but will this be more than the wallpaper downloads offered on their website? Should we look forward to on-premise and off-premise islands of activity? I guess we’ll just have to wait and see.

Bacardi is not a client of ours but boy do I think they could benefit from a little Renegade thinking. Their “hip and spirited” target is merciless with their time and brand evaluations. They can smell an insincere social media commitment a mile away. But they do love a party. Turn the Island campaign into a archipelago of adventure and they’ll drink in all you’ve got to offer at every point of contact.

BRANDWEEK ran an expansive special section on Experiential Marketing this week that included some pithy quotes from yours truly. Since this is a topic I tend to think a lot about, here are extensive notes from my conversation with BRANDWEEK reporter Michael Applebaum a couple of months ago.

Great experiential marketing programs

Experiential marketing comes in a lot of flavors which makes it tough to generalize what makes a program great. For some clients, it is enough to have created an engaging trial-focused experience during which the consumer consumes the product or service in a reasonably memorable fashion. For others, the ultimate goal is buzz, as measured by PR coverage, word of mouth or on occasion trade reactions. Still others seek to establish a continuing relationship with the target, so online registration becomes the ultimate measure of effectiveness. A truly great program, in my opinion, does all of the above and then some.

A truly great experiential program first and foremost is so appealing the consumer wants to engage with the brand. It is the opposite of disruptive advertising which like an unwanted door-to-door salesman intrudes into the home. Great experiential marketing is not shoving a donut in someone’s face on the street and then saying “try our bank.” To be appealing, marketers need to offer a reasonable exchange of value, during which the consumer gives up his/her time while the brand provides the experience and usually some free stuff!

Done correctly these experiences can have exponential impact which is important since 1:1 experiences can be pricey. If an experience is targeted at the right influencers, then these influencers will undoubtedly share their experiences. If the physical experience has an online component, then there is an opportunity for both WOM and a deeper relationship with that consumer. If an experience is sufficiently newsworthy, millions of other interested parties can be influenced by the event(s).

Renegade’s rules of thumb for a great experience are as follows:

• the experience is fresh enough that the press wants to write about it;
• the experience is relevant to the story you want to tell about the brand;
• the experience has legs well beyond one single event and/or one single communication channel;
• the experience is entertaining and enlightening;
• the experience is so engaging that the consumer wants tell his/her friends about it.

This is not about just getting attention. There is an old adage in our business, “If you want attention, put a gorilla in a jockstrap and stand him on a street corner.” This is about engagement. Mutually beneficial engagement.

Lots of industries are turning to experiential marketing

Food and beverage companies are old hands at this since sampling is essential to growing their businesses. Brands like Pepsi AMP go to extreme lengths to sample their product to the right target–they handed out as many as 5 million samples this summer. Alcohol brands are creating mini-experiences in bars, clubs and restaurants with extraordinary frequency across the US. Entertainment companies like to include experiential programs in the mix often with the hope of creating a “must see” buzz prior to launch. B2B brands are also crafting experiences with greater frequency (examples available if you need them).

Lately, we’ve been noticing a lot of brands pulling from the Experiential 101 Playbook:

• The World Record—Wise potato chips set the world record for most chips crunched at the same time at a Mets game this summer. Not exactly New York Times material but surely some pub out there besides the Guinness Book was interested.

• The Pop-Up Store–Southwest Airline is the latest airlines to set up a pop-up in Manhattan theirs being a café-like setting in Bryant Park. Now defunct Song tried a pop-up store in 2004—unfortunately the store experience was better than the airline itself.

• User Generated Content—a lot of experiential programs start by asking the consumer to create some kind of content. HSBC’s Soap Box and JetBlue’s Story Booth (both by JWT) ask the man on the street to provide their points-of-view. This “content” was then turned into ads and online communications. A smaller scale example comes from a small Canadian Beer Company called Okanagan Beer that challenged consumers to tell them why the brand should sponsor their events/parties. This content was then repurposed into a 360° campaign and sales jumped 30% — this is definitely on my list of “wish we’d done that.”

There are lots of ways to measure experiential marketing

As for research, there are so many different kinds of experiences and a corresponding amount of measurement tools depending on the objectives. We like to use Net Promoter Score on a pre/post basis as a measure of the experience itself. We have seen 30-40 point swings in likeliness to recommend a brand to a friend after exceptional experiences. In theory, every brand can measure the value per customer gained and/or the value of increased loyalty per customer. For example, if a brand experience makes you twice as likely to buy and/or recommend a brand, then one can compute the increase in lifetime value of that customer. That said, the math can get fuzzy pretty quickly. That’s why PR coverage is so important. Great press coverage can extend the reach of a program, making it more comparable to measuring the effectiveness of a media or PR program.

Latest trends in experiential marketing

First, mobile devices are becoming integral parts of brand experiences. An iPhone app can start an experience. An in-bar trivia contest answered via text messages can start an engagement. Mobile is part of a bigger trend to integrate technology into the experience and extend beyond the physical into the virtual world. Event experiences are often extended via Facebook and Twitter programs. Event experiences can be used to introduce on online extension, like Frito/NFL’s hunt for the most “fanatical football family.” And of course, social media is playing an ever increasing role in starting and extending brand experiences. An experiential program Renegade created for Toasted Head wine has evolved into an on-going Facebook program that keeps the faithful engaged.

Second, microevents are starting to get big. Royal Caribbean held 1000+ “Cruisitude” parties at homes of former cruisers. As I mentioned earlier, alcohol brands are hosting small events at bars almost nightly to engage their targets.

Where to start

Marketers are best to start with “the why,” not “the how.” If they know why they want to create experiences then it is much easier to figure out the how. If trial is key, then the experience can be built around that. If they are doing it to stretch marketing dollars, then getting buzz & PR should probably be the top priority. From there, we recommend marketers focus on “the do,” not “the say.” What is it that you can do for your target that will make them want to engage with you? Sometimes “the do” is just free stuff but often “the do” can be more substantial. Sports car owners like to drive fast but rarely get to do it legally. “The do” for BMW was a Performance Driving School for its customers. Road warriors scamper about airports looking for places to charge their gear. “The do” for Samsung was charging stations in airport terminals.

Last Friday, I sent out this tweet about ExpenseASteak.com:

CFOs face flood of flawless faux receipts http://pic.gd/7ab1a9; ExpenseASteak.com vies for guerrilla site of 2009 http://bit.ly/IsLY3

Today’s AdAge article on ExpenseASteak.com by Bob Garfield reminded me of both the brilliance and limitations of Twitter. While Tweets are timely treats, they simply can’t deliver the whole meal. My tweet tried to call attention to both the ethical issues and the sublime cleverness of Expense A Steak.com and did neither very well. And since I don’t have a lot of time at the moment, I’m going to borrow a few of the highlights from Garfield’s review.

Just in case you haven’t visited the site for yourself, here’s how Garfield described it:

Go to expenseasteak.com and fill in the obscenely large amount of your Maloney & Porcelli meal. Out will come a PDF of receipts for exactly that amount — innocuous (and extremely realistic) proof of purchases for taxis, panini lunches, office supplies, business books and so on. Accounting doesn’t ask why you’ve bought $700 worth of anti-static floor mats and toner? That’s their problem

And here’s Garfield’s appraisal of the stunt:

We LOVE this thing. It is brilliant. It is charming. It is hilarious. In short, it is brothermucking genius.

And here’s Garfield’s acknowledgment of the potential ethical dilemma of putting highly realistic looking phony expense reports into the hands of meat lovers and vegetarians alike:

All right, granted, the 61,000 phony receipts downloaded over the first four days might suggest the stunt is actually being slightly “abused” for a touch of “fraud” by a few tens of thousands of bad-apple “thieves.” But, c’mon. Expense-a-Steak apps don’t defraud corporations. People defraud corporations. In the meantime, Maloney & Porcelli is suddenly on the lips of those who hitherto could remember only Smith & Wollensky, preempting its major competitor into a corner. Because how to top expenseasteak.com?

From my perspective, ExpenseASteak.com is a rather clever and potentially degenerate example of Marketing as Service. It is unquestionably relevant both to the economic times and the restaurant brand it supports. It is remarkably entertaining–be sure to print out your own receipt and read some of the clever details baked into them. It also delivers the basic service of creating fake expense reports which is humorous until people actually turn them in at which time it becomes a nightmare for CFOs–proving once again that “everything is funny until it happens to you.”

Which begs the question: will companies send Maloney & Porcelli the bill when false expense reports are actually filed using their cute little app? Or will consumers sue Maloney & Porcelli when they lose their jobs after submitting false expense reports? Hopefully none of this will happen but stunts like this can go bad–just ask Toyota who is getting sued because of a Matrix prank campaign that according to AdAge terrified one consumer. Evidently, she missed the joke. Just in case someone misses the expense joke, I hope that Walrus, the NYC-based agency that created the site, carries as much liability insurance as we do!

Ran into a neighbor this morning who asked me about my blog. I had to admit that for a variety of reasons I’d been neglecting it. Perhaps the biggest reason is that I simply haven’t seen any interesting example of Marketing as Service, that is until today!

American Express, one of the true believers in this approach, is at it again, this time providing exclusive experiences during New York’s Fashion Week, including a fashion show by Phillip Lim.  This is a text book case on how to do Marketing as Service as reported by MediaPost:

The exclusive cardmember-only consumer show by Lim will be hosted by André Leon Talley, editor at large for Vogue magazine, and Linda Fargo, senior vice president, fashion office and store presentation for Bergdorf Goodman.

The event will provide cardmembers with access to the coveted floor seats. Along with Lim, the evening’s hosts will open the event by offering expert insights from their respective designer, editorial and retail perspectives on a selection of 3.1 phillip lim looks currently available at retail

In addition to this one-time event, AmEx is extending exclusive access to fashion experts:

…including Project Runway’s Tim Gunn — to speak directly with cardmembers. Throughout this week, Platinum Card and Gold Card members will be given an up-close view of the runway shows from the Jonathan Adler-designed American Express Skybox under the Tents at Bryant Park, where they will meet with designers and industry experts who will help translate the looks they are seeing on the runway into their personal style.

By Invitation Only experiences provide an even deeper look into the world of fashion via coordinated meet-and-greets with elite insiders, a behind-the-scenes tour of the Tents at Bryant Park and hair and makeup touch-ups done by industry professionals who work backstage with the designers and models throughout the week.

Wisely, AmEx is also showing its commitment to the fashion industry:

American Express will donate proceeds from the sale of event invitations as part of its $250,000 donation to the Council of Fashion Designers of America/Vogue Fashion Fund, a program (of the council) to help emerging American designers succeed in the business of fashion by providing ongoing support.

Reinforcing their commitment to personalized VIP service, cardmembers can also avail themselves to American Express concierge who will be in the lobby throughout Fashion Week:

The concierge can provide cardmembers with access to highly coveted reservations at a selection of New York’s restaurants across all five boroughs, as well as transportation and additional hospitality needs.

And for customers who simply can’t make it to NYC, AmEx is posting videos of the show online exclusively for cardmembers.  This will also significantly extend the life of this service.

Frankly my dear readers, it would be hard to design an example of Marketing as Service any better than this.

5 reasons why brands should Twitter.

In the spirit of my last two posts, here is a quick overview of the liquor brands that use Twitter. For the most part, the well established brands are sitting on the sidelines while the younger upstarts figure out how to gain traction via this nascent channel.

• @BaconVodka: Living up to its porcine name, Bakon Vodka provides tasty drink recipes while keeping their 2,055 followers informed on where and when they can buy this product.
• @MR1X supports a relatively new line extension from Belvedere Vodka that is imbued with the lifestyle of Parisian graffiti artist Andre. With over 880 followers, the tweets track Andre’s world travels and endless nightlife. MR1X aggressive use of Twitter, Flickr and YouTube may make it the first generation of truly social media-driven spirits.
• @Belvedere_Vodka keeps their 539 followers buzzed with a steady stream of summer drink recipes and other self-promotions.
• @DonCenobio: This tequila brand has about 500 followers and focuses on brand-related event activity.
• @Blackbottle: This whisky brand enthusiastically covered their appearance at the Taste of London for its 353 followers which may be just enough for them.
• @CieloTequila: This Mexican based tequila has 300+followers and claims to be “the smoothest tequila on the market” but with no events listed it would be hard for anyone to know since it hasn’t updated its page in over a month.
• @NudeVodka09: This scantily veiled brand keeps its 300+ followers updated on events and new concoctions. They seemed to be more engaged than most as many of their posts are fan offered thank you’s.
• @RepublicTequila: By Texans for Texans, this brand seem to focus solely on The Lone Star state reporting on local promotions for its 230+ long horned followers.
• @SoloranzoTkila: …..Tkila…..get it? The text-friendly name is about all this tequila twitter page has to offer its 178 followers unless they’re into historical facts about tequila, such as one of its most recent posts “For many years it was known as “mezcal wine” or “mezcal tequila,” since mezcal or mexcal is another Nahuatl term for agave.”
• @PinkyVodka: Despite this vodka’s small following (only 91), their enthusiastic self-promotion of the “world’s most beautiful vodka” and constant reminders of Pinky-drink ideas lets one know how to get and what to do with this product.
• @Mragave: After reading this site’s post you will know how strong this tequila is- but not much else. With a mere 37 followers, this brand claims to be more popular in “Agave Friendliest States” like CA, TX,NY, IL,FL,AZ, and CO.

Noticeably absent from this list are any Diageo mega-brands like Smirnoff, J&B, Captain Morgan and Johnnie Walker. Since there is no way currently to “age gate” your Twitter followers, perhaps they are simply electing to “keep on walking” rather than risk the potential wrath of watchdog groups. Given the relatively small size of the followings of other spirit brands, at the moment being “ready to Tangueray” need not include tweets.

In the spirit of my most recent post on Beers that Twitter, here’s a quick look at some more active wine brands that Twitter. What’s interesting to me is that twinos (Top 12 wine twitterers) seem to get a lot more traction than the wine brands themselves.

Top Wine Brands that Twitter

• @EaglesNestWine: With over 2800 followers, the owners of this Ramona, CA winery provide a steady stream of wine-related news without too much self-promotion.
• @LynFredWinery: The largest winery in Illinois (who knew?) has about 1700 followers whom they update almost too frequently with drops of relevance.
• @SokolBlosser: This Oregon winery actually engages its 1500 or so fans with an occasional provocation like “if Pinor Noir were a celebrity, who would it be?”
• @Veuve_Clicquot: True to its upscale nature, this classic bubbly indulges its 1200 or so followers with tales from VIP parties and polo matches.
• @ChalkHillEstate: This Sonoma winery offers a clear window into their wine making world complete with updates to their 900+ followers on currently blooming vegetation.
• @KimCrawford: This New Zealand-based winery, now owned by Constellation, is famous for its crisp Sauvignon Blanc, has close to 800 followers that it updates constantly with fun facts from festivals like SXSW.
• @ManoSinistra: This French wine is aggressively tracking the wine world, following about 2000 yet only gaining about a 1/3 as many followers. Since most of the posts are in French, I can’t offer much insight as to why its tweets aren’t gaining traction.

Please note that this list is by no means comprehensive and is based on the wine brands that show up in the top 250 when searching “wine” on WeFollow.com. With few exceptions, most of these wines have built up their followers by aggressively following wine people who Twitter. While there is nothing wrong with this approach, it certainly suggests that none of the wine brands themselves have cultivated an “organic” following. Clearly, the seeds of successful Twittering have just been planted and a bountiful harvest awaits the wine brands that find the recipe for enlightened engagement.

Woke up this morning to discover that Corona Summerbration was now following me on Twitter. Since I don’t recall tweeting about beer or Corona or summer, I can’t figure out what I did to deserve this honor. Sure I love an icy cold one as much as the next guy, but I’m hardly in Corona’s prime demo which incidentally is the slowest to embrace Twitter. Perhaps Corona is hoping I’m an “influencer” and simply by blogging about the brand here I’ve rewarded their faith in me. Regardless, this made curious about other beer brands that Twitter so I put together the following round up:

Beers that Twitter:

• @EpicBeer: this chatty New Zealand brewery has over 2200 followers and provides a steady stream of information-rich updates from the brewery (over 2200 tweets to-date)
• @GooseIsland: with over 1200 followers, this Chicago microbrewery pushes out offers on a regular basis to its fans
• @EdisonBeer: a Boston brewery with 1150+ fans that it mainly ignores tweeting only 11 times in the last 6 months
• @CrispinCider: a Minnesota beer alternative with 1100+ followers that it updates frequently with news about events and product development
• @Michelob: trying to remake itself into a craft beer, Michelob is the only national brand with over 1000 followers to whom it pushes rapid fire reminder tweets to buy, buy, buy
• @BreckBrew supports Breckenridge Brewery, a Colorado maker of craft ale with about 680 followers that are treated to tweets by a real person with whom you’d actually want to share a beer!
• @Corona_Beer has 586 followers that it hasn’t updated once
• @heinekenBeers has about 350 followers and appears just to aggregate other tweets that mention Heineken or Heiny.
• @heineken_beer calls itself a “global forum for beer” and provides a steady diet of updates from Heineken related activities around the globe to its 250 or so followers.
• @budweiser: the king of beers snubs its 214 followers with nary an update. Whassup with this?
• @summerbration: Corona’s promotional site has attracted nearly 200 followers in under a month as it offers a daily tip on how to celebrate the summer with Corona of course!

It probably shouldn’t be a surprise that the craft beers tend to lead the way having the most loyal and engaged fan base. These seem to be manned by real people who like talking about beer and the craft of beer making. The big brands either don’t bother to have a voice or it’s so forced like Michelob’s that it is actually off-putting. Given that Twitter hasn’t taken off among 21-29 year old males yet, these bigger brands aren’t necessarily missing out…yet. Also, many of these brands like Bud and Coors have done an admirable job building up and engaging their fan bases on other social media like Facebook and MySpace.

Before I wrap up, I wanted to raise the issue of brands following people. Personally, I’m still a little startled when a brand and not a person elects to follow me on Twitter. Some of the beer brands listed above have been aggressive in this area. For example, Epic follows 2109, Edison follows 1997 and Michelob follows 1097. This activity has driven up their follower numbers but in doing so also diminishes the power of their fan base. More impressive are the brands like Goose Island and Breckenridge Brewery who only follow 5 and 53 respectively yet have hundreds of followers.

Bottom line: Twitter is an opportunity for brands to engage with people as if they were people. To do this well requires the brands to behave like real friends not aggressive pitch men. If a brand elects to follow someone, it should have a good reason, a basis for introduction and not drop in out of nowhere like an uninvited guest. Just like people who tweet, brands should avoid becoming a Twitcher or Twitter Whore by maintaining a healthy following to followers ratio. Cheers.

UPDATE 6/15: @coors_light is not run by the folks at Coors so I took it off the list. See comment from the company below. Also, Molson is taking a multi-tweet approach with the following major brand tweeters:

• @MolsonFerg: Molson’s VP of Public Affairs has 2100+ follower.
• @toniahammer: Community relations, PR and social media girl for Molson has 1700+ followers.
• @MolsonMoffat: Manager of Brand & Marketing PR at Molson and member of Molson’s social media team has 800+ followers.

UPDATE 7/13: Got some leads on microbrewers that tweet – and boy, do they ever!

• @magichat: 8,301 followers
• @StoneBrewingCo: 6,401 followers
• @FlyingDog: 7,529 followers
• @lakefront: 1,052 followers
• @HornyGoatBrewCo: 827 followers
• @RogueAles: 2,751 followers
• @Tyranena: 188 followers
• @newbelgium: 6,720 followers

At The CMO Club Summit this week there were lots of offline conversations around monitoring the online conversations about brands. CMO’s were particularly interested in the tools available to track these conversations. To help me participate in this particularly conversation, our digital director put together this mini-directory of online resources that I figured some of you might find helpful as well:

GENERAL SOCIAL MEDIA MONITORING TOOLS

Social Mention aggregates user generated content from the web into a single stream of information. It drills down into these individual category levels: blogs, microblogs, bookmarks, comments, events, images, news, videos, audio, Q&A, and all.

Addict-o-matic instantly creates a custom page with the latest buzz on any social media topic on channels such as Twitter, Friendfeed, YouTube, Google Blog, WordPress, Digg, and Flickr.

BackType is a conversational search engine. It indexes and connects conversations from blogs, social networks, and other social media so people can find, follow, and share comments.

IceRocket provides real-time blog, Twitter, MySpace, news, and images search engine with trends tracking.

BLOG MONITORING TOOLS

Google Blog Search is Google’s index of blog posts. The advanced search tab allows you to search based on additional criteria.

Trendpedia searches blogs to find out who’s discussing what, where, when and how and displays it via a blog trend chart.

BlogPulse.com is a blog search engine that also analyzes and reports on daily activity in the blogosphere. BlogPulse.com is owned by Nielsen BuzzMetrics.

TWITTER MONITORING TOOLS

Twist shows aggregated data about what people are saying about your brand on Twitter.

TweetGrid creates a Twitter search dashboard that updates in real time.

Summize, a very popular Twitter search tool, was purchased by Twitter last summer so now it’s Twitter’s official search engine.

Twithority lists Twitter search term results by rank and time.

Twitrratr categorizes searched terms into positive, neutral, and negative buckets and assigns percentages to each bucket.

Tweetbeep is like Google Alerts for Twitter. It also has an email service.

Feel free to let me know what we missed or if you think any of these don’t merit further investigation.

ADDENDUM 5/22/09

Eric von Coelln (@evcinnyc) recommends Vitrue Social Media Index and Facebook Lexicon .

Had an interesting conversation today with fellow guerrilla practitioners in a “teleseminar” hosted by Bulldog Reporter. Other participants included Julian Aldridge of Ammo Marketing, Christian Jurinka of Attack! Marketing and Drew Livingston of FreeCar Media. The moderator did a great job keeping the conversation moving and hopefully the folks listening found it as interesting as I did. Before the call, I prepared some notes that I thought were worth sharing here since most of these didn’t make into the call. Please note that these are pieces of the puzzle and not whole answers since the other members of the panel brought lots of insights to the table.

Define Guerrilla PR
For Renegade, Guerrilla pr is an attitude not a tactic. It is the belief that you can make up for a lack of resources with ingenuity. As such, the possibilities are limitless even if your budgets aren’t. Like all marketing, guerrilla PR needs to be grounded in strategy with a keen understanding of your target. Once you know thy target, then ask yourself, what can you DO for them NOT what can you say to them. We call this approach Marketing as Service. Samsung figured out they could help road warriors by putting charging stations into airports. This service spoke volumes about Samsung and offered proof positive of their commitment to helping the mobile professional. KFC recently started filling potholes as a service to its customers who had to drive to their stores over bumpy roads. A Colonel Sanders look-alike did the repair work and spray painted KFC logos on the fixed potholes ensuring that the brand got lots of exposure for their efforts. Every company big or small can do something for its customers—the trick is to find something to do that is also newsworthy.

Some Emerging Categories to Consider in Non-Traditional PR Programs
There is definitely a rush by marketers to capitalize on the iPhone app craze. Zippo has enjoyed tremendous success with its virtual lighter (that you can blow on to affect the flame) and is currently the #1 downloaded app in the lifestyle segment. Kraft created the iFood Assistant which for $.99 puts 7,000 recipes at your fingertips. Consumers don’t mind paying the cost of one song if the app delivers real value. But this is definitely a category in which the early bird catches the worm. With over 25,000 apps already out for iPhones, you better make sure you have a fresh, fun and simple idea for another one.

Guidelines When Planning Guerrilla PR
Obviously knowing your target is critical to any successful marketing effort, guerrilla or otherwise. For guerrilla, it is particular helpful to understand the pain points of the target on both a general (lifestyle) and a specific (product category) basis. Knowing this will help identify things you can do for the target rather than just what to say to them. For example, we knew that New Yorkers have a love hate relationship with taxis, they love the convenience but hate to pay for them. So for HSBC customers, we created the HSBC BankCab which gives free rides all over Manhattan. HSBC customers simply can’t believe its free and feel like they’ve won the lottery and end up telling at least five friends about it after every ride.

Guerrilla PR Makes News When You Don’t Have It
Ideally, if you have some real news about your product or service, then it will be a lot easier to spread the word. If you product is better, faster, cheaper or ideally, a combination of the three, then the press will want to talk to you. If not, then you need to use marketing to create the news. And if what you are planning to do isn’t newsworthy, I would reconsider. If its not newsworthy, don’t’ bother. To make sure the press noticed the HSBC BankCab, we launched with a “search for the most knowledgeable cab driver in NY” that generated over 20 million PR impressions.

Low-Cost PR Tactics

Facebook can be very low cost and very effective for the right brands. Renegade recently created a social media program for Toasted Head Wine. Since no wine brand had gained more than 1000 friends there was a lot of question about this being the right place. But our research suggested that TH had a passionate yet down to earth following that just might enjoy engaging with the brand and other fans. Positioned as brand that can “fire things up,” our goal was to fire up Facebook providing provocative conversation starters like “its 60 minutes before the bachelor party and the stripper just canceled, now what?” The answers were hilarious and a real stripper chimed in defending the professionalism of her peers. We also used applications like Social Calendar to encourage Toasted Head fans to share their love which they did. In the first four weeks of the program, Toasted Head has picked up 3300 fans. Better yet, these fan are highly engaged, joining the conversation with “Barry the Wine guy” and leaving a steady stream of comments about their favorite variety of Toasted Head.

Twitter is another low cost option. Despite all the hype about Twitter, there is one really profound reason to use this channel and that is the role role Twitter can play in crisis management. Domino’s used Twitter and other social media to fight back when a couple of employees filmed themselves sticking cheese up there nose and then putting it on a pizza.

Real-World Tips for Incorporating Guerrilla Tactics and Techniques into Traditional Programs

As I mentioned earlier, it really helps to have a deep understanding of your target. When we developed the “Hell Cuts” program (see video) for Ubisoft’s Brothers in Arms: Hell’s Highway game, we were fairly confident that our hard core gamer target would do just about anything to get a free copy of this game. Sure enough, it took no persuading at all to get 157 “recruits” to have the head’s shaved and the word Hell spray painted on top. Seven of the recruits were reporters and the resulting PR coverage was extraordinary. And while this was a stunt, it related directly back to the product, a highly realistic WWII action game which required players to recruit a squadron to take on the Germans. And of course, no soldier entered the service without getting a buzz cut first.

Common Traps When Venturing into Non-Traditional Outreach
• Don’t bother with the Protest thing. Its been done a zillion times and its fake.
• Don’t bother with stunts that have nothing to do with the brand or the story your trying to tell. You can always get attention by putting a gorilla in a jock strap but unless your selling jock straps, monkey suits or bananas, find another idea to get attention you so crave.

Measurement and ROI Tips: How to Track and Show Value for Non-Traditional PR Efforts
Net Promoter Score—one simple yet instructive measure to consider is Net Promoter Score or NPS. Developed by Bain consultant Fred Reicheld who determined that customer likelihood to recommend a product/service to a friend is the single biggest factor in determining a brands success. To measure your NPS, ask your customers “on a scale of 0 to 10, how likely they would be to recommend your product to a friend.” You then add up the 9-10s and subtract them from the 0-6’s and you have a net promoter score. We use this on pre/post basis for all our programs.

Event Marketer ran an interesting article on the importance of using research to increase the effectiveness of experiential marketing programs. The article includes some great quotes from Renegade client, Tom Hantson who talked about some research we conducted while activating Panasonic’s sponsorship of the AST Dew Tour. The following provides some additional thoughts on the subject of research at events.

Pre/Post Surveys are Mandatory

Because event marketing is “live theater,” you need to monitor impact from get the go and adjust accordingly. For 95% of the events we execute, we run pre/post experience surveys with typically under 10 questions and always including Net Promoter Score. We use Net Promoter Score to provide benchmarks from event to event and also because it is the simplest measure of potential word-of-mouth. For Panasonic which was a four-year sponsor of the AST Dew Tour, our pre/post surveys were particularly helpful. We were able to make subtle adjustments to the experience after each stop (it ran in 5 markets each year) based on the input we received from the consumer. We also made adjustments from year-to-year based on the feedback and reactions to various program elements.

For example, 2 years ago, we signed skateboarding phenom Ryan Sheckler to do appearances for Panasonic headphones at their booth and retailers. Unfortunately, the number of fans that wanted Ryan’s autograph were far greater than we could accommodate and some expressed their disappointment. We made a couple of adjustments at the next event that helped. First, we began to offer 50 VIP guarantees to anyone who purchased Panasonic headphones. Second, we added a brand ambassador to take photos for the fans to speed up the process allowing us to accommodate another 25-50 people per signing. Third, we created a couple of life-size cut-outs of Ryan that everyone could stand next too and thus get a photo with Ryan! Since we had digital cameras and printers handy, we were also able to give the consumer a positive experience even if they didn’t mean the phenom himself.

We have found that the most important thing when surveying is the speed from start to finish. As such, we have found that asking no more than 10 questions and filling out the forms with the consumers, increases both the accuracy and the timeliness of the responses. Ironically, after trying self-administered computer surveys, we went back to old fashioned clipboards. The consumer experience is better and faster and arguably the results are more accurate since the consumer tends to blow through the PC tests like they’re a joke. We are typically looking to gather 100 pre-event surveys and 100 post-event surveys per location which is sufficient to be statistically significant but not so many to make hand tabulation overwhelming.

Track Online Comments From the Beginning

It is also imperative to track blog comments. This was very much the case for the Ubisoft Brothers in Arms: Hells Highway “Hell Cuts” promotion which received comments on over 30 gaming blogs. Since all the feedback was extraordinarily positive from the opening minutes of the show, we didn’t have to make any program adjustments.

Make Adjustments to Your Experience Based on Experience

Another important aspect of measurement is less quantitative but no less important and that is having a feel for the pulse of the crowd at live events. If your experience is fun but the consumer is not getting into it, then adjustments need to be made then and there. Sometimes this means upping the volume on the music, getting your MC to spice things up with competitive giveaways or changing the way the crowd winds around the exhibit. In some cases, it can even mean replacing brand ambassadors who simply don’t have the spunk needed to create a memorable experience. It is amazing what consumers will do just for a free t-shirt so there is always something you can do to crank up the crowd.

We always budget for a senior partner at Renegade to attend the first stop on a mobile tour or a traveling trade show experience. If you have been doing this a while, then you know how to get valuable qualitative feedback from the consumer right away and make any needed adjustments within the first 24 hours. Sometimes this means working with the sales force to help them sort out the tire kickers from the real prospects. Sometimes this mean increasing the frequency of the “live show.” Sometimes this means removing a component that is bogging things down. The key thing is to make sure that everyone on the team knows that continuous improvement is not only possible but also mandatory for a successful tour.

Last week, I sent out the following tweet:

Thinking of going to NYC auto show just to observe scaled back mktg. If u have been let me know must sees.

Within five minutes, I had a strange new follower which I revealed in this tweet:

Feeling a bit like Cat Stevens… I’m being followed by @VolvoXC60 . How weird is that?

A couple of minutes later, this direct tweet arrived:

@dneisser We think the Volvo XC60 is worth seeing. We’re running demos of its City Safety feature outside the Javits @ 11th & 37th for free!

So, of course, I did end up checking out the Volvo XC60 (see photo ) and followed with interest how Volvo was using Twitter to engage prospective customers. Turns out there was a lot more to their twittering efforts as report by Adweek:

Volvo is promoting the Twitter feed for the 2010 Volvo XC60 crossover vehicle through the biggest ad placement YouTube has run to date.

Volvo shop Euro RSCG created the rich media ad, which stretches across the YouTube home page today. It shows the XC60 auto-brake “city safety” capability, then gives users the option of seeing videos, photos or playing a game from within the unit. The banner also includes a live feed of Volvo XC60 Twitter updates from the New York auto show.

All in all, this seems like a smart use of social media to cut through the general malaise surrounding the Auto Show. Though I’m not really interested in talking to a car on Twitter any more than I want to watch reruns of “My Mother the Car,” Volvo was actually trying to provide me a service on a several levels. First, they had some news about a new car model. Then they wanted to engage me via a physical demonstration. Then they were prepared to educate me via videos and finally, they were prepared to entertain me with an online game. All this just for little old me, perhaps the bulls eye of their target audience, a middle aged married white guy with two kids, a dog and a cat all worth protecting via a safer ride. If only I didn’t have another 18 months on my Civic lease!

NOTE: The auto show itself was modest in all respects. The Detroit automakers were falling all over each other trying to out “un-extravagant” the other, canceling press conferences, eliminating glitzy displays and talking up value. Booth babes were in slim supply as if one more might have been considered a misappropriation of government funds. So what you had left was just the sheet metal and the throngs of tire kickers. No wonder a tweet from a Volvo was big news!

ADDENDUM: Got another Tweet from VOLVO this week:

That was a nice blog post you wrote. If you want to include it, we’ve archived the YouTube banner here: http://bit.ly/sPao9

I recently completed a brilliant (says me) speech on Cause Marketing that was recorded for release later this year. In the course of my research, I found a number examples of cause marketing that are worth sharing in bite sized blog chunks.

Brita has found a highly relevant cause with its Filter for Good program. While transparently self-serving, this program promotes the environmentally friendly case against drinking bottled water. The Filter For Good.com website encourages consumers to “pledge” to drink less bottled water, noting that one Brita pitcher filter can effectively replace as many as 300 standard 16.9-ounce bottles.  (Feel free to take “the pledge” like I did–it’s a quick and does make you think about buying less bottled water.)

On the site you can find out about all the layers of the program, including the recent Brita Climate Ride and The College FilterForGood Eco-Challenge, that solicited eco-friendly ideas from universities and from which Brita was so overwhelmed by good proposals that they elected to fund 5 of them.   The relevance of this effort is irrefutable, providing Brita a pure and simple way to do well by doing good

This example shows how Marketing for Good and Marketing as Service can overlap, as the cause is the service. From where I sit, its all good.

I’m not sure how America at large will feel about being weighed at bus stops, but I think it definitely tips the scales as a not so heavy example of Marketing as Service. Here’s what the folks at Cool Hunter had to say about it:

No more living in denial about the size of your waist line, thanks to this fantastic albeit terrifying guerrilla marketing initiative from the health club chain, Fitness First. Unsuspecting commuters in the Netherlands are faced with viewing their body weight in bright lights – quite literally – when they take a seat at this Rotterdam bus stop. Scary to say the very least, but extraordinarily clever and likely to increase membership numbers at the local Fitness First. The brainchild of Netherlands’ agency N=5, the initiative takes the concept of guerrilla marketing to a whole new level.

Assuming the news about one’s weight is not always welcome, it will be interesting to see how the Dutch weigh in on this one. Guess we’ll have to weight and see.

Another example of Marketing as Service is rolling out in Motown this weekend as Captain Morgan does his best to make sure Final Four revelers don’t end up falling off the plank. Gawker described the annoucement as the “best press release ever.” Here’s what fellow Renegade Steph Isaacs reported about the program:

In an effort to curtail people from getting in their cars after celebrating in the host city of the Final Four this weekend, Captain Morgan will be offering The Captain’s Caravan as March Madness takes over the city of Detroit. The Caravan will be there to make sure that those in the area for the big event are staying safe while having a good time. While in Motor City The Captain’s Morganettes will offer free shuttle service dropping off adult consumers at hotels in the downtown area. The Captain’s Caravan includes two 20-passenger shuttles and one 56-passenger bus that will be available from 2:00PM to Midnight, April 3rd, 4th and 5th. Marketing As Service disguised as an escort service, or vice versa?!

This is certainly not the first time The Captain has mixed in a “drink responsibly” service into its overall campaign. Last year, they ran a “Don’t Go Overboard” sweepstakes in Canada (grand prize was pizza and taxi service for a year) and offered a late night shuttle service in a few markets in the US. They also aired the commercial below which features two “happy” gents finagling a ride home with a pizza delivery guy.

With all these efforts, The Captain is certainly driving home their commitment to responsible partying and performing a genuine service to those who might otherwise forget to do so.