Without the will to do something fresh or innovative, branding is an exercise in narcissism. — Dave Goetz, CZ Strategy


Story Behind the Store Front
July 27th, 2010 by dave

In April I spent a week fly fishing in Montana with a friend of thirty years. It’s our annual trek to Bozeman to fish the lower Madison and the Yellowstone in Paradise Valley.

I’m always puzzled by large number of fly fishing shops near Bozeman, Montana. How do they all survive?

Every fly shop looks to be the same. Each carries rods, flies, waders and boots, rain gear – the basics. Each shop promotes guided fly fishing trips. There are small shops and slightly bigger shops. The bigger stores simply carry more gear or a wider selection of brands than the small shops. One fly shop boasts that it is the official Orvis (a well known brand in fly fishing rods) dealer in the area. Each shop has an online presence, of course.

But that doesn’t really give the business that much of a competitive advantage over the others, does it?

My friend heard that Dan Bailey’s fly shop in Livingston, Montana, was doing well, and we stopped in one morning before floating the Yellowstone.

The downtown Livingstone store looked about the same as the other fly shops, but with less gear, perhaps, than some of the other, newer shops. We were the only two in the store.

Then I learned why Dan Bailey’s fly shop might be doing better than some of the others: the retail outlet is mostly a front for its business-to-business strategy.

Dan Bailey’s is a distributor of fly fishing products to other fly shops across the country. That’s where it has found success.

Strategy does matter.

A perfect Day in Paradise

Advertising – A Staged Event?
February 22nd, 2010 by dave
“The genie is out of the bottle,” says Bruce Philp branding guru to ING Direct and co-author of The Orange Code. “Advertising is not branding; it’s just a thing a brand does.” And mostly it’s just showmanship—and the dazzle isn’t enough to cause consumers to become loyal to your brand. 

The big question is: How does advertising fit into your marketing mix? Here, in the first of a series of interviews, Philp digs into the answer:

Brand & Strategy: What do you mean by “disingenuous” advertising?

Bruce Philp: Consumers know that you have chosen to don a costume and mount the stage to try to affect some sort of cognitive event. Advertising is, by its very nature, a contrivance. It’s not our brand’s voice, and everybody knows it.

So how should an organization integrate advertising into its plan?

Advertising has to work authentically within this consensual understanding and respect it. Marketers and advertising people both need to let go of the idea that a purchase decision is an event, and to think of it instead as the end of a process. Then remember what advertising is actually good for in marketing strategy terms.

And what is that?

With so many other ways to influence the consumer’s decision making process, advertising could hardly be said to sell anything–at least not very cost effectively (Snuggies aside). But it’s very good at beginning the dialogue that might lead to a sale (what advertising people rather dryly call “awareness”). Advertising can knock on the door, suggest an emotional promise relevant enough that the consumer might open it, and then be respectful and interesting enough that they’ll leave it open for the next opportunity to influence them.

I think that advertising should be purposed specifically with that in mind.

Any caveats about advertising?

We need to both expect more from advertising, and less: More in the sense that it can and should do better than just amuse people, and less in the sense that it shouldn’t presume to be able to go from zero to closing the sale in 30 seconds (Snuggies, again, aside).

If I were going to knock on your door to sell you a vacuum cleaner, I wouldn’t put on a puppet show in the hope that you’ll like me so much you’ll buy my Electrolux. Nor would I open by throwing the machine at you and screaming that your floors are filthy.

Advertising is a powerful and important tool for marketing. What’s changed in the last few years is that advertising is now a more specialized tool. Keep that in mind, and its inherently disingenuous nature will never be a problem.

Treat Social Media like a Toolset
July 10th, 2009 by dave

The American Red Cross had a big problem. The blogosphere was peppered with negative comments about the organization. So the American Red Cross decided to listen to the conversation taking place on the web.

They soon learned there was a gap between how they positioned themselves and how their stakeholders’ described their experience of the organization. Through daily monitoring of blogs and other Web 2.0 tools, the Red Cross changed the way they engage their advocates and recruit volunteers.

According to Geoff Livingston, author of Now is Gone: A Primer on New Media for Executives and Entrepreneurs, this is what today’s customers and donors expect: to be listened to and understood.

Here Livingston offers his advice for making new media marketing programs work for your organization:

Brand & Strategy: Does social media increase lead generation?

Geoff Livingston: It really depends on the program. If you don’t integrate calls to action and natural ways for people to engage further, then your effort is for naught; social media is just a hot shiny object.

Your strategy should treat social media like a toolset, with different ways of communicating. Do your homework. By exploring this site, you can research how organizations have used social media successfully.

Can social media help a non-profit organization increase the number of new donors?

Again, if there’s no integration into your plan, then it won’t! If you do integrate, it will. It all gets back to strategy. Are you talking to donors to accomplish something, or are you just Tweeting? Check out Beth Kanter’s blog for more insights.

How do you convince management to engage in conversations with customer-communities without controlling the conversation?

Show them a blog search with all of the conversations about their company. Or even better, point them to the conversations about their competition. But really, at this stage in the game, if they are still not going forward with social media, it may be time to consider a more innovative organization.

How should “social media releases” be fundamentally different than traditional press releases?

They should be more of a story board for bloggers, providing them multimedia tools to create their own story. Rather than a positioning document, it should provide facts and paths for others to figure out the position, so they can tell it their way.

How do you reach out to bloggers, podcasters, and individuals with high-traffic social network profiles?

You get to know them through conversation over time. You definitely don’t pitch them out of the gates. It’s Relationships 101, really. Treat people like you want to be treated.

How should organizations integrate social media on their own web site?

First, they need to get to know their online community and listen for a while. Then once you understand what your stakeholders actually do online–what they talk about–build your strategy. It should flow naturally.

Known for One Thing
June 29th, 2009 by dave

The only thing I despise more than car payments is paying for car repairs.

For the past 17 years, I’ve taken my cars (vans, trucks, etc) to a small garage run by two brothers. The other day when I picked up my truck, the younger brother (who is the boss) had on a shirt with the words: “Specialists in Imports.”

Years ago, my brother-in-law referred me to the garage, saying, “Mello Motors is really good at imports.” That resonated with me since, at the time, my wife drove a Toyota Camry.

I remember, though, thinking, “How will the garage do with my Buick?”

Of course, the Mello brothers had no problem with an American engine.

They had positioned themselves as experts in one thing: imports. It worked. The Mello boys ended up servicing our Camry and our Buick … and every car since.

This is an important point about messaging: You always message specifically to your position. Mello Motors advertised as a specialist in imports. That doesn’t mean the garage won’t service domestic cars.

You always grow by focusing your messaging on your one thing – while still providing services in other areas. The only exception is if you want to lay claim to the generalist position (which is the death knell for most organizations in today’s highly specialized environment).

I’ve found that in general, most organizations fight the strategy to specialize, but it’s the only way to stand out.

The Devil Is in the Strategy
May 6th, 2009 by dave

I have a 13-year-old whom I love every other day.

I pray that someday my affection will get back on schedule, once pubescence wanes.

On the off days, he toys with my emotions. He messes with my head. I carp that he should quit skateboarding, since he broke his index finger in his pitching hand while trying to skateboard across the railroad tracks. Yes, the railroad tracks. He’s out for much of baseball season.

He counters that I should quit my business because it interferes with my coaching responsibilities for my 8-year-old son’s baseball team.

I am not able to follow his logic, but therein lies the problem: logic and a male 13-year-old do not go together. It is logical, however, for him to sneak a peek at himself as he walks by the dining room mirror.

The other night, in one of his “I’m smarter than you” modes, he asked, “Dad, how much did you pay for that web site you created?”

He was referring to the social media community for new nurses that our team from CZ designed and built several years ago.

I was about to say something fatherly and loving like “None of your business,” when he added, “By the way, I just created a web site for my English project. The teacher said we could create a website or a PowerPoint, and the web site looked easier. Take a look!”

I was reminded by the innocent hubris of my oldest that one of the biggest barriers to communicating on the web is gone. The tools of technology have been created for 13 year olds.

Now, contrast that with the fact that the law firm that created the incorporation documents for my business back in 2000 just sent me an enewsletter. Now how “old world” is that? It was the firm’s first digital communications in 9 years. Not all organizations are part of the sea change.

The real question with all marketing technology, of course, is always strategy. Should you really Twitter?

Or is it an exercise in narcissism? Are your thoughts worth 140 characters of attention?

Is the busyness of social media (monitoring a Facebook fan page, for example) really a good investment? Or, given the scarce resource of time, should your staff be calling your student prospects by phone?

The devil of technology is not so much in the details but in the strategy.

Beyond Pretty
October 23rd, 2008 by dave
It’s pretty, but is it effective? 

According to Peter Phillips, author of Creating the Perfect Design Brief, design should be less about aesthetics and more about successfully messaging to your target audience. Here Phillips offers advice on what you need to keep in mind when delivering design:

Brand & Strategy: What is the most common mistake made by the client when working with a designer?

Peter Phillips: Keeping the design professionals separated from the decision makers. It is common for business managers to think of design as a support service. But in a well-functioning organization designers are strategic partners in business.

Project managers do not know all the questions that need to be answered. Designers need to be interacting with project managers, sales people, the target audience, and final decision makers.

Keeping designers in the “back room” doesn’t lead to the best design solutions.

What is the ideal environment for producing great design?  

A good analogy would be that of a patient-doctor relationship. In order to find solutions to a health problem, a patient must tell their doctor everything and then trust the doctor—who has specialized training and experience—to recommend the best treatment plan. Clients need to partner with the designer—and then trust their expertise.

Does the design process change based on the design deliverable?

Absolutely. The process is different if you’re designing a product rather than a poster. “Web design” has become a term used to describe the work of web developers and coders- not design professionals. But nowadays, web design is more important than ever for all kinds of organizations as more people go to the Web to gather information and make purchase decisions.

How critical is it to design with feedback from your target audience?

You can’t rely upon the opinions of those within the organization. Immediate family members are not good judges of a baby’s beauty. They are simply too close.

You don’t need to spend a lot of time or money on market research and testing. Just tag along with your sales people or talk to customers who come into your establishment. Show them the design concepts you are developing and get their reaction. After all, those are the folks for whom your design project is intended.

You point out that aesthetic design isn’t necessarily the most effective design. What do you do if internal voices don’t “like” the most effective design?

You cannot allow personal opinions to drive the design process, because they are not relevant. You must determine what design is the most effective at addressing the business need.

If someone says, “But I don’t like red.” You must be prepared to make a case for why red is the most effective color to meet the business need (e.g. it evokes feelings of strength in the target audience).

How do you measure success?

At the end of a design project you cannot objectively measure the greatness of a design, but you can measure its effectiveness. A design that meets the business needs laid out at the beginning of a design project is a success!

The ZAG Mantra
September 23rd, 2008 by dave
The only thing that keeps a zigzag from being a straight line is the “zag”…the departure from the stasis. 

“When everybody zigs, zag,” says Marty Neumeier, president of Neutron LLC, a San Francisco based firm specializing in brand collaboration and author of ZAG.

Neumeier spoke with CZ about why organizations need both compelling and different ideas to be heard and seen in today’s noisy, cluttered marketplace.

Brand & Strategy: How do you define differentiation?

Marty Neumeier: I call it zag. When everybody else zigs, you should zag. Zag should be your mantra. You can’t be a leader by following another leader.
What makes differentiation so critical today?

Because of so many customer choices. Customers have control. Customers now have to eliminate choices because there is so much market clutter.

You argue that customers control the brand. How?

A brand isn’t what you say it is (as the brand owner); it’s what the customer says it is. That’s a new idea. Businesses think they are in control of their brand and that they are managing their brand…that it’s their property.

I think it’s their responsibility. But the owners of the brand really are the customers. They build the brand inside their heads and their hearts with whatever materials you give them.

How do you build a brand you’re not in control of?

You don’t stop at the strategy level. You keep zagging all the way through to the customer experience. It’s not just differentiation; it’s also execution and innovation. Start by asking a series of questions: Who are you? What do you do? Why does it matter?

In the beginning, most leadership teams answer those three questions simply and in a compelling way. However, they soon can’t yield simple answers. You need to get answers to those questions, and at the end of that process you’ll have what I call a trueline…the one true thing you can say about your brand that makes it both different and compelling to a tribe of customers.

Uh, what’s a tribe of customers?

We’ve had a hundred years of mass production that has fractured communities. People long for community. Making decisions within a community simplifies things. It’s a quick way to sort through your choices.

For instance, if you need to buy a car, you think, I need to buy a car. All my friends are buying Jaguars, so I have to have a Jaguar. Boom! Done! That’s what you get in your tribe…Jaguars, not Cadillacs.

Your choice links you to your community so you get respect from it. People can belong to more than one tribe so you have overlapping tribes. Thinking in terms of tribes is a better way of looking at things than is “How many people can we sell to?”

This is a scary proposition for most companies: How do you manage something that is in someone’s mind?

Can traditional marketing research identify tribal thinking?

Not yet. The emotional part is too complex for most formulas. However, while not quantifiable, there are patterns that signal whether you’re on the right track. So, pattern recognition becomes more important.

Can you create a clan for your brand?

It’s like my mother told me: “If you want to be a leader, find a parade that has no leader and get in front of it.”

On Skunks & Marketing
April 6th, 2008 by dave

Several years ago on a late Saturday evening, my wife let out Cassidy, our golden retriever, into the backyard to do her business.

As part of her late-night liturgy, Cassidy scratched the door to be let back in, and when my wife opened the door, the dog flew past her into the family room. And so did a stench that burned the hairs in your nostrils. I arrived on the scene about 10 minutes later and I swear I could almost see a faint haze in the house. Cassidy had been sprayed by a skunk. In fact, as I gave the dog a bath in tomato juice and dishwashing soap 30 minutes later, I saw the stream of skunk fluid on the coat of Cassidy – a direct, close-up hit. Golden retrievers are not known for their intelligence.

By the time Jana got the dog back outside, the house had absorbed the smell. It took 2 weeks from that night for the smell to work its way out of the house, thanks mainly to lots of fresh air.

About a week into the 2-week ordeal, I awoke and sniffed and thought, “Hey, I think the smell is finally gone.” But when I returned at 6 PM later that day, after 10 hours at work, I entered our front door, greeted by skunk-smell. I suspect that even our clothes reeked of skunk for a time.

Here’s my point: The longer you’re in the house, the less you can smell the odor.

That’s also true of marketing. The longer you work at the same thing, the less you are able to see what’s not working. That’s why continuing education is so important. That’s why you outsource. That’s why you read. That’s why you hire staff with different experiences.

The attention of our prospective clients is in scarce supply these days. Arresting their attention requires that we don’t grow accustomed to the smell.

Be Yourself
April 3rd, 2008 by dave

You can’t trumpet something you’re not. Or, rather, you can, but good luck. You won’t have much of it. There’s no befuddling your potential clients.

According to Harry Beckwith, author of, among others, Selling the Invisible, and You, Inc the positioning of your organization demands authenticity. CZ President Dave Goetz interviewed Beckwith on why consumers buy into “true stories” and how to position yours:

CZ: What does positioning entail?

Harry Beckwith: To establish your position successfully, you must consider two things—how you are seen and how you want to be seen. From there, you measure the gap between the two. Then you can determine how to get to your end goal. Positioning is about moving that perception.

How do you obtain the best position?

There’s no such thing as an inherently superior position. The tendency is to reach to be “the best.” The superior product. The superior service. You can’t because “the best” doesn’t exist. However, each position has strengths and weaknesses. Part of positioning is being mindful of your inherent weaknesses.

Take cell phones, for example. What’s a superior cell phone? To some people, it’s the iPhone, because it’s colorful and does a lot of stuff; it’s even prestigious. To others, the iPhone’s features represent a whole lot of things that can screw up their work. They don’t even want a camera in their cell phone.

So it’s about staking a desirable niche, in which people will catch something really positive—and giving up on this notion of superiority.

Can you change an established position?

Yes, but you can’t position yourself as something you’re not or cannot be perceived as. It’s a waste of energy.

The most vivid example is when Gerber tried to market adult food. The mind didn’t allow it. Frito Lay tried to do lemonade. They produce salty and crispy snacks, so your mind won’t allow you to drink Frito lemonade.

The stronger your identity and the stronger you’re identified with something, the less able you are to be perceived in any way different than that. So it really depends of how flexible your brand is. How far does it stretch?

How does branding relate to positioning?

Positioning is about your message being perceived in a consistent way—like “sexy,” “fast,” “reliable,” or “safe.” Branding reinforces that single message as well as the nuances and subtle sub-messages that come within that.

I always use branding to describe all of the activities you engage in to reinforce your message. And an enormous part of this is your internal activities. Your staff activities create a sense of authenticity. For instance, if you’re a wealth management firm and the assistants are cold and ruthless, then chances are a warm, friendly service message will hurt you rather than help. It will raise expectations, and you won’t meet them. You have to deliver that position—you have to do what you promised.

How often should you change your position?

Re-positioning yourself demands real changes, not just cosmetic ones. You need confidence in your investment so that you will stay with it for a long period of time. When that position succeeds, you continue to build on your investment.

Take, for example, a University with a well-established School of Optometry: “Okay, we are known for optometry, how might we grow from that? You start to consider adding specialties closely related to optometry—audiology, for example, or other subspecialties in health care. You might offer health care administration in the general university—in short, growing from your strength into closely related areas that expand your offering. Whatever you do, you must begin your strategy by asking, “For what are we known?” And then ask how you can build on that, add to it, and grow.

Good marketing is rooted in good communication: It is concrete, not general. If you’re general—a little of this, a little of that—you’re not strategic. You don’t have a bona-fide, authentic position—and people will perceive it that way.

It’s about the Relationship–Not the Transaction
January 24th, 2008 by dave
Over the past year, there has been a frenzy over Facebook. And it hasn’t just been the Gen Yers and Xers that are frittering hours blogging, chatting, and posting comments in discussion groups. Our entire culture is mad about social media—the authenticity, the community, the right to be heard and understood. 

In keeping with this trend, organizations are learning how to harness social media to gain brand recognition. Here, Karen Post, the Branding Diva, talks straight about the benefits and snares of using social media to market to your consumer. Karen is one of the founders of OddPodz, a social networking site for creative professionals.

B&S: What is “social media”?

Karen Post: It is the media used to build online networks for communities of people who share special interests. Most social networks are web-based and provide various tools for users to interact, such as chat, messaging, email, video, voice chat, file sharing, blogging, and discussion groups. The main types of social networks are those which contain directories/categories and a means to connect with friends. Social media recommender systems are linked to trust.

How can social media benefit an organization?  

Social media is the very best of marketing: Connecting to your market with relevance. It’s much more like PR than a hard sales method. Social networking provides you with the audience, and you provide useful information and solve problems through authentic relationships. In fact, it’s about the relationship more than it’s about the transaction. Once the relationship is built, then the transaction happens.

Should organizations develop their own social network?

They don’t have to. Many organizations develop relationships with established networks, like Facebook or Linkedin. These types of social networks allow you to set and join groups, through which you can communicate events and content as well as facilitate connections and community. Additionally, organizations can use these established social networks to post banner ads and sponsor content for further brand visibility.

But some organizations are setting up their own social network platforms, either via an active blog or message forum or with branded social networking tools straight from their site. Should an organization decide to develop their own platform, they need to understand that there is a huge difference between website development and social network development.

When you hire someone to develop your social network, make sure they understand the user experience—what works and doesn’t work. Also, organizations need to consider if they will be able to provide quality content and adequate engagement opportunities for members.

Give an example of an organization doing social networking well.

Organic Valley is a group of farmers who produce organic products and have built community. Together, they communicate their brands to a targeted audience.

I first learned about them through M.O.O., Mothers of Organic™, an online community about parenting the organic way. In M.O.O., members interact with biologists, pediatricians, lunch-lady chefs, gardening farm moms, and parents who share similar values about organic products.

Any cautions about social media?

Social media is very much like public relations. Be strategic and proactive in what you put out there. And be prepared for good, bad, and surprising market opinions.