7 step marketing toolkit: east midlands members day 19th march 2014
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Marketing Toolkit, East Midlands Midlands Day. March 19th 2014TRANSCRIPT
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What is marketing?
‘A dialogue over time with a specific group of customers whose needs you understand in depth, and for whom you develop a specific offer with an advantage over the offers of your competitors’
McDonald
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What can a marketing plan do for us?
• Ensure we know who our customers are and what they need
• Plan services that fulfil our customers’ needs
• Effectively communicate the benefits of our services
• Ensure customers are motivated to use our services
• Ensure customers make most
of our services
• Demonstrate the difference
we make and the impact
we have
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Today’s workshop
1.Introduce the 7 steps
2.3 group activities to try out key techniques
3.Share & feedback
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The 7 Step Toolkit
Step 1. Establish where you want to go – your strategic direction and priorities
Step 2. Identify your overall service offers
Step 3. Identify, segment and describe your customers
Step 4. Define a targeted service offer for each customer segment (to meet their identified needs)
Step 5. Transform your service offer into benefits for each customer segment
Step 6. Translate these benefits into targeted messages or conversations for each segment
Step 7. Communicate your key messages through customer conversations
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Step 1. Establish where you– your strategic direction & priorities
Internal• Mission statement
• Values / culture
• Vision / strategy
External Vision / outlook of:
• Wider organisation
• Sector
• Nationally
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Step 2. Identify your service offers
SWOT• Strengths• Weaknesses• Opportunities• Threats
See Step 2 page 9
List your offers/products today and those you may be planning for the future
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Step 3. Identify, segment and profile your customers
Why segment?•Everyone is different•One-size does not fit all•Bespoke is often not possible•It makes it manageable
How?•Use what you already know•Have conversations with them•Group those with similar needs, wants, motivations and characteristics•Profile them so that you know all about them•Make sure everyone involved knows who they are
‘The identification of individuals with similar characteristics and wants ’Jobber
Why?Need to know who your customers are and what they need before you can begin to provide it.
You need to know them so that you know how best to have conversations and build a relationship with them.
See Step 3 page 12
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Tourism Queenslandcustomer segments
Active Explorers
Holidays...where they can be challenged and feel alive
Stylish Travellers
Holidays...where they can stand out from the crowd, and appreciate and enjoy the finer things in life
Self Discoverers
Holidays...where they can enrich their mind and nourish their body
Unwinders
Holidays...where they can reflect and recharge at their own pace
Connectors
Holidays...where they can bond with family and friends
Social Fun-seekers
Holidays...where they can share good times with friends, new and old
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ULS Customer Segments• Researchers• Disability• Public• Emeritus Professors• Alumni• Students on campus / off campus / overseas
full time / part time final year / dissertation
• Staff new academicexisting academicretired
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The Active Explorerssegment profile
Accommodation • not bound to a particular type of
accommodation• segment most open to staying in backpacker
hostels, eco-lodge resorts or camping grounds • may stay with friends and relatives in a luxury
hotel /resort or standard motel • just needs to be clean and comfortable
Getting around • likely to drive, but will sometimes take a
caravan • may fly, yet prefer to avoid airports • of all segments, most likely to visit multiple
locations during a holiday • unlikely to go on daytrips
Dining • not looking for quality dining options • prefer accessible food - so local pub and club
food is fine • venue isn't so important, the chance to
experience different tastes is what it’s all about
Social interaction • enjoy meeting and mixing with others • mostly travel with their partners, but travel with
family is an option
Holiday patterns • more likely than other segments to think
limited holiday time restricts the distance that can be travelled
• enjoy weekend breaks • will take the opportunity to build holidays
around sporting or other events
What they look for in a perfect holiday
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Customer Segment Example
Final year Dissertation students• search / research skills
• familiarity with e-resources
• knowledge of using other libraries/ILL
• know how to find subject support help
• may have left everything until last minute
• may be mainly based in work-place or off campus
• familiarity with flexible services
• familiarity with collections and library services
• know about secure saving, printing options
• referencing, bibliographical tools e.g. Endnote
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Profile your segment:-needs-preferences-aspirations-challenges
Activity 1
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The 7 Step Toolkit
Step 1. Establish where you want to go – your strategic direction and priorities
Step 2. Identify your overall service offers
Step 3. Identify, segment and describe your customers
Step 4. Define a targeted service offer for each customer segment (to meet their identified needs)
Step 5. Transform your service offer into benefits for each customer segment
Step 6. Translate these benefits into targeted messages or conversations for each segment
Step 7. Communicate your key messages through customer conversations
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Step 4. Define a targeted service offer for each customer segment (The 4 Ps)Define a targeted service offer based on your segment’s needs and preferences. Thinking about:
•Product? Which services can you offer to meet their needs?•Place? Where and when can the customer use those services to best meet their needs?•Price? What does the customer have to give up in order to use your services?•Competition? Who else provides what they need?
See Step 4 page 18
‘To implement the marketing concept successfully and satisfy customer needs, different product offerings must be made to diverse customer groups.’ Jobber
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Activity 2
Define your service offers to meet your segment’s needs
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The 7 Step Toolkit
Step 1. Establish where you want to go – your strategic direction and priorities
Step 2. Identify your overall service offers
Step 3. Identify, segment and describe your customers
Step 4. Define a targeted service offer for each customer segment (to meet their identified needs)
Step 5. Transform your service offer into benefits for each customer segment
Step 6. Translate these benefits into targeted messages or conversations for each segment
Step 7. Communicate your key messages through customer conversations
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Step 5. Transform your service offers into customer benefitsFor each service offer to each segment identify the specific benefit of that service offer to them.
Define:
•The difference the service will make to them
•Why the price is worth it
•Why your service is better than the competition
•The overall benefit of your service offer
Benefit: ‘An offer of some entity in which they get more than they give up as perceived by them and in relation to alternatives including doing nothing.’ Perla
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Activity 3
Transform your service offers into benefits & differences for your segment
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The 7 Step Toolkit
Step 1. Establish where you want to go – your strategic direction and priorities
Step 2. Identify your overall service offers
Step 3. Identify, segment and describe your customers
Step 4. Define a targeted service offer for each customer segment (to meet their identified needs)
Step 5. Transform your service offer into benefits for each customer segment
Step 6. Translate these benefits into targeted messages or conversations for each segment
Step 7. Communicate your key messages through customer conversations
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Share & Feedback
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The 7 Step Toolkit
Step 1. Establish where you want to go – your strategic direction and priorities
Step 2. Identify your overall service offers
Step 3. Identify, segment and describe your customers
Step 4. Define a targeted service offer for each customer segment (to meet their identified needs)
Step 5. Transform your service offer into benefits for each customer segment
Step 6. Translate these benefits into targeted messages or conversations for each segment
Step 7. Communicate your key messages through customer conversations