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What Makes A Great Digital Or Social Media Strategist?

I had a conversation recently, where someone asked me what stuff I read/follow/consume in order to stay sharp as a digital strategist. It was a fairly simple and innocuous question, that ended up sparking a weekend’s worth of thought and producing the 1,700 words or so that follow.

These are the things that I think make a good digital strategist, but if you have thoughts on this as well (it’s a subjective thing obviously), I’d love to hear from you in the comments or on Twitter.

Ignore the experts and industry publications.

A while ago, I stopped reading Mashable completely. I don’t visit the site, and I almost never click on Mashable links that I see in tweets. I only occasionally pop over to PSFK or The Next Web, but really infrequently if at all. And I don’t follow Chris Brogan, Brian Solis, CC Chapman, or other people who are widely considered to be social media experts. I’ve got nothing personal against these publications or these people (I’m sure they’re all talented, intelligent, and lovely), I just don’t feel like they add value for me.

So much of what happens within the little circle (and it’s truly little) of social media expert-dom, is tail chasing stuff. It’s tweet-bait headlines, bold and unfounded proclamations, and lots of recycled thinking. In the social media age, it’s all about the tweet-byte (it’s the new soundbyte), and rarely with the bother of thought to support the re-tweetable snippet.

For me, where I tend to find the most value (in terms of making me a better strategic thinker), is in going way outside of the industry chatter. Which brings me to my next item…

Expand your purview.

I’m fascinated by things like behavioral economics, the history of the banana or the credit card, physical computing, and the way people work best. Some of my favorite things to watch or listen to are Modern Marvels, This American Life, those “Inside” shows on CNBC, and the “How Stuff Works” podcast.

I love knowing things and I love knowing about things. And though these things aren’t necessarily a direct analogue to my day to day job, I find that this breadth of random knowledge and understanding of stuff, actually helps me to be a better strategist. Understanding how something works or how people behave, is far more interesting (and valuable) to me than answering “WILL GOOGLE PLUS KILL FACEBOOK??? OMG!!!”.

Be a Jack/Jane of many (applicable) trades.

Expanding your purview doesn’t specifically mean that you need to go out and familiarize yourself with every piece of trivia and minutiae on earth. And maybe you don’t care about all of that random junk I listed above. If that’s the case, it’s your duty as a good strategist, to at least become well-versed in what the other departments within your organization do, how they do it, and what makes them tick.

At one point in my life (actually, at several points in my life) I thought that my mish-mash of jobs and odd educational path was holding me back. I was sort of good at a bunch of things, but great at nothing in particular. I’d dropped out of more schools than most people generally apply to, and flirted with degrees in English, design, web development, and lots of other things.

As it turns out, that total lack of focus and commitment early on in my life, has served me better than almost anything else I’ve done. It’s allowed me to have a surface level understanding of sales, marketing, development, design, finance, operations, and almost everything in between. I may not be able to code an app from scratch or create a 30 second TV spot by myself, but I sure as hell know a good amount about what goes into making each of those things. And when I sit across from a developer or a creative in a meeting, I am able to speak the language enough, and able to understand their needs enough, to get their respect and to get things moved forward.

Have an opinion and be a skeptic.

I used to work with someone that we called “The Contrarian”. He loved to just give an opposing opinion, mainly for sport and for his own entertainment. Don’t be that guy or girl, but do be a skeptic when everyone else is running off of the cliff with reckless abandon.

As mentioned above, it’s very very easy to get sucked into the cycle of back-patting and tacit agreement in the social media strategy space. But, there’s huge value in at least considering the zig, when everyone else is zagging. Even if you end up ultimately going with the majority, asking the tough questions will almost always make an idea better, faster, and stronger.

Being the lone skeptic in a crowded meeting, can be a lonely and difficult position, but it’s a critical role that makes any strategic organization better.

I’m a fan of the “so what?” line of questioning. When developing a plan, or goals, or any part of a strategy, stop and ask “so what?” at each turn. You’ll be amazed at how it helps to form your ideas, and stress test your plan.

Be wary of statistics.

I once saw a presentation in which the speaker said something to the effect of “50% of users are actively doing X” in order to support his point that the client should do “X”. My first thought was, “What about the other 50%? Are they NOT doing X? How is this supporting your point?”.

We marketing types LOVE statistics. 72% of our time is spent trying to find any report or study, which has some snippet or stat (usually pulled totally out of context) that we can use to support the point that we’re trying to make, to sell in the idea that we’re already married to.

I love data, but I hate marketing statistics.

I’m not saying that statistics don’t have a place in strategy, because they most definitely do. I’m just saying (maybe hoping…wishing) that we strategy types were smarter and more honest about the stats that we chose to use to support our ideas.

Consider the source at least, and then think about what the data is really saying. Was that report on “The Power of Social Ads”, actually funded by, or put out by Facebook? If we take that little snippet and put it BACK into context, does the story we’re telling still hold up? Let’s not insult our clients with fluff that we don’t actually believe in.

Say “no” a lot.

Let sales people be the “Yes” men and women. A good strategist needs to know when and how to say “no”. Just because the newest whizbang social-digital-mobile-game-changing-omg-whoopdeedoo-app-site-etc just came out, doesn’t mean that we should suddenly shift all of our time, attention, and resources to being there.

Understand the client’s needs, their capabilities, their resources, and their appetite for adopting emerging technologies and platforms. THINK whether or not this change to, or addition to, the plan actually makes sense for them in the bigger picture.

Just because you can do something, doesn’t mean you should do something.

Use common sense.

Common sense is one of the most underrated skills that a strategist can have and use. It’s incredibly easy to over-think and over-analyze and over-complicate things. By nature, we strategy folks have a great desire to make things complex. There’s a feeling that if something is too simple, that it can’t possibly be smart strategy…and that’s a dangerous way to think.

Be sure and stop yourself often, and ask “does this make sense?”, or “would a user do this?”.

Learn how to build stuff.

One of the people in the digital/strategy/nerd space that I admire most, is Noah Brier. I’ve followed Noah for years now, and had a rather loose, digitally-based acquaintanceship with him, where communication has mainly happened via Twitter, email, and the occasional blog comment string.

Among the many things I admire about Noah, is his ability to build things as someone who doesn’t have a formal background in programming or development.

He’s built things like BrandTags and MyFirstTweet, and more recently, built an actual business called Percolate.

I can’t speak for Noah, but I’m guessing that his time tinkering and learning how to build things himself, has elevated his professional career in a pretty dramatic way.

Not unlike being a Jack or Jane of all trades, knowing how to build stuff gives you context and understanding, that allows you to be a better strategist.

I’ve spent hundreds and hundreds of hours over the years, learning how to build websites, fiddle with databases, understand the basics of APIs, and just pick at how things work. I’ve had scant formal training at best, and I can’t program much from scratch; but damn if I can’t find some basic scripts online, and try things out until I see how something functions.

Be a user, not just an evangelist.

I can’t tell you how many meetings I’ve been in over the years, where someone is selling in a program, based on some technology or platform that they themselves have never used. Strategists that are tone-deaf to user needs, and that only view platforms from the brand’s perspective, are destined to fail.

It may sounds painfully obvious, but don’t push a QR code program if you have a flip phone. Don’t talk to me about how Twitter is a game changer if you haven’t logged in for months. Please spare me your brand page “engagement” strategy, if you don’t follow brands on Facebook and have never yourself been a page admin.

You don’t need to love every technology that comes out, but you do need to be familiar with it. This space moves incredibly fast, and the best way to stay on top of where things are, is to be immersed in it personally.

What am I missing?

This is obviously just my personal opinion. What am I missing? What else makes for a great strategist? Comment away, or respond on Twitter. Would love to hear the thoughts of others.

In Which I Scan Every QR Code In The November 2011 Issue Of ‘Real Simple’ Magazine

If you’ve talked to me…ever…you’d know that I have some rather strong opinions on QR codes.

They’re generally overused, poorly thought out, and face-palmingly executed. It’s an easy way for a marketer to slap something inexpensive onto an existing campaign, and make it seem as though they’ve added some incredibly innovative and interactive depth to their boring little print ad. However, so few marketers ever seem to stop and consider things like:

  • Why would someone scan this? What is the incentive for them to do so?
  • Where will they be when they scan this? Is this a reasonable environment for this medium?
  • What is the experience like after they scan? Is this good, valuable, mobile friendly content?
  • Are we going to be able to track how this performs?
  • And while we’re at it, did anyone actually test this, to see if it even works AT ALL?

Knowing that these obvious considerations are never even taken, I almost always scan QR codes when I see them. Even if only to shake my head at whatever happens next. So when I started flipping through Erica’s Real Simple, and noticed that every other ad contained a QR code, I started scanning.

Here’s what we saw.

  • J.C. Penny – The call to action here is “meet the Liz Claiborne designers”. The landing page is a pretty clean, simple mobile site, with fully functional eCommerce capabilities. Looks like I could actually browse products and make purchases within the mobile site. Well done overall.
  • Pandora Jewelry – Oh jeez. It’s one of those special dotted mobi tags. “Get the free mobile app for your phone” it says. “No”, I say. Mind you, there is no other articulated reason as to why I should do this. It’s just asking me to take at least two more steps in order to interact further. My guess is that the end result will be disappointing.
  • Cooking Light/Real Simple/Health/Southern Living Cooking Apps – A full page ad, from the publisher itself, touting its wonderful line of cooking apps for my phone. A scan of the QR code goes to a page hosted on RealSimple.com. The content on the page? White page, with one word….”test”. Wow, hop into the failboat, let’s go for a ride.
  • Cuisinart – This one doesn’t tell me why I should scan, but I scan it anyways…because that’s what I’m doing here. Simple mobile site, showcasing the product from the print ad. There is a “buy now” link, but that link takes me from this slick mobile site, over to a far less mobile friendly full site, from which to purchase.
  • Cooking Light – It’s an app download. Scan and download the Cooking Light mobile app. This is actually a really slick app.
  • Maidenform – Code was tiny and way too dense. Was also crammed up against the page-fold, which made it unscannable. And this was a QR code for a bra ad, that promised to show me more, so you know I really tried to make this one work. Fail.
  • Luden’s Cough Drops – No call to action, just a floating QR code. The scan took me to a page where I could download a Luden’s branded app/game, the object of which seems to be “slinging drops” at “professors” using a slingshot. No thanks.
  • Arm & Hammer – This was an ad for one of those weird pots that you use to pour stuff into your face, in order to clear up nasal allergies. Something that requires a little more explanation than a 1/4 page print ad can explain. The text asked me to “see how this works and where to buy”. A video makes sense here, and that’s what they did. Sent me to YouTube. Only 844 views of the video though.
  • Carmex Lotion – Strong call to action (“learn more and save” – offering me coupons). Scanned…404 page! The second total and complete fail, and not even ten codes in. Well done Carmex.
  • La-Z-Boy – This was an odd one. A scan of the code brought up a slim mobile site, with some of the products in the print ad highlighted, but those were pushed way down to the bottom. The primary content, was a visual of…the print ad I just scanned. And really strangely, the ability (on my phone mind you) to open a PDF of the print ad I just scanned. YO DAWG!
  • “Bulbs” – Not even quite sure what this ad is for, and there certainly was no explanation as to why I should bother to scan the code. I think the ad is just for planting bulbs. The scan goes to a website, not mobile friendly really. Required lots of pinching and zooming and scrolling followed by lots of boredom and leaving.
  • Aetna Health – This code was WAY too dense and as a result, was really difficult to scan. The call to action, was scan to download the app, but they send you to some awkward non-mobile site as an interim step, and not just right to the download like I’d expect.
  • Rachel Ray Dog Food [hold this place for joke I haven't thought of yet] – Call to action is “learn more”. A scan lands on a fairly nice and clean mobile page. “More info” video at top, and simple signup form below. The signup form is a bit long for mobile though…do I need to give you my full postal address here? Especially when there is no information around the form, telling me what it is that I’m signing up for.
  • Zippo – No call to action, and a really tiny, really dense code. Tried a few times and couldn’t scan it (using RedLaser on my iPhone. Assuming that I’m more motivated than normal here, I’d say the likelihood of an average user scanning this successfully, is pretty slim.
  • Velcro Brand Picture Hangers – No indication from the print ad as to what I should expect from scanning this code. It pops me right to YouTube, where i see the same woman in the print ad, showing me how these things work. Do I need 1:20 seconds of this though? It’s just a piece of Velcro tape, isn’t it?
  • Expressionery.com – This personalized stationary store gets props for including some direct response style tracking on this scan, but loses big for dumping me on an AWFUL site for mobile.
  • Sterling Vineyards – Again, no indication from the ad as to what the scan will do, and again, right to a YouTube video. I’m starting to think that this is fairly standard practice and expectation. This one is a 90 second video of Padma Lakshmi talking to me about Sterling Wines.
  • Real Simple Cooking App – Right to the app store, nicely done. Not sure why this ad worked, and their earlier one didn’t. Maybe it’s two different QA departments. Wait, $4.99 for this app?
  • The Vintage Pearl – Now we’re in the back pages, and only one of these grouped, tiny ads, has a code. And the Vintage Pearl does little more than toss me to its full website. Yawn.

Sadly, this is pretty par for the course. Broken pages, unscannable codes, poor experiences, no calls to action, and little or no additional benefit to the person scanning.

Marketers, this is your brand…take some pride in (and think about) what you’re doing here.

If you MUST use QR codes, do so responsibly. Before anything goes to print, ask and answer these questions.

  • What is (and where is) the call to action? Is this just a floating QR code with no explanation? What are you offering that’s going to compel the user to stop, take out his or her cellphone, and scan this code?
  • Where will they be when they scan this? Is this a reasonable environment for this medium? Will they have reception? Will the user most likely see this code in a time and place where it would make sense for them to scan it?
  • Is the code actually scannable? Think about where it will be on the page. High gloss/glare print? Too close to the binding? Too dense? Too small? Proper contrast? Test scan this code in real life situations.
  • What is the experience like after they scan? Is this good, valuable, mobile friendly content? Is the user going to feel that their experience was enhanced by scanning this code?
  • Is the landing page actually live? As we saw above, this is more of a common issue than you’d think. Make sure your landing page…exists.
  • Are we going to be able to track how this performs? When your boss asks “did it work?”, are you going to be able to answer? With numbers?

A Perfect Negotiation Opportunity

Whenever we’re doing something touristy, like a Duck Tour or a harbor cruise, and the staff wants to take a souvenir photo as we board the vessel, I cringe. I just hate everything about this. I feel goofy getting my photo taken, and I am annoyed that the entire idea here, is to later sell us the photo for $20 we disembark.

Smile! Idiots.

But here’s the thing, the potential purchase of this photo is a perfect negotiation opportunity. If I don’t buy the photo of me, then who are they going to sell it to? I, as the potential buyer, have all of the power here.

You want me to buy my own photo for 20 dollars? How about I buy it for 20 cents instead? If I don’t buy it, you’re just going to throw it away. So I’m offering you something, instead of the nothing you’ll get if I decline to purchase the photo at the price you’re offering.

I am literally your ONLY possible customer here. The market for this photo is one person…me. And If I ain’t buying, you ain’t selling.

So let’s just cut the chit-chat. Here’s two dimes, now give me that photo.

The Relativity Of Weather

With weather, it’s all relative. Sure, there is an absolute set of conditions (the temperature, wind-speed, humidity, etc), but how those conditions make one feel, is totally relative.

Think about it this way. Here in Boston, 60 degrees Fahrenheit is an absolute temperature. But 60 degrees in August feels a hell of a lot different than 60 degrees in January. The former may force you to grab a sweater, while the latter could cause you to throw on a pair of shorts and celebrate. But the absolute temperature is exactly the same.

So even though 60 degrees is 60 degrees, I don’t find the absolute data that is provided within the average weather app, particularly useful.

Oh, it’s going to be 73 degrees with 8mph winds and 47% humidity?

Ok, I sort of get that. I’m not an idiot, but I also don’t have a quick sense of how that will feel. And don’t say “well, look at the ‘feels like’ temperature”, because that’s just doubling-down on the same problem.

What I DO understand quickly, is how yesterday felt. It’s fresh in my mind, I experienced it, I remembered it, I thought about it, and probably (because we all do) talked about it. I’ve got context.

So my half-baked app idea here, is a weather app that only tells you what today’s weather is, in terms relative to yesterday’s weather.

A forecast for the day, could look something like:

Today will be slightly warmer than yesterday
But not quite as humid
And a bit windier with more clouds.
Like yesterday though, it will not rain.

Now obviously this doesn’t work on a long-term forecast basis, it would only be sensible when looking at a day’s weather forecast, for that day, on that day. You wake up, load the app, and immediately understand what that day is going to feel like when you walk outside. Which is all we really want from that daily forecast, isn’t it?

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