Ten Tips to Edit Like an Editor

“To write is human, to edit is divine” – Stephen King.  

As a copywriter and editor who spends the better part of his days writing, re-writing and red-lining documents, I can safely say that no matter what the project, the goal is always the same – to improve the quality of the written word.

Even if you are not a writer or copy editor by trade, the ability to write clear and error-free copy is an important part of any career.

For those of you seeking to develop and fine-tune your editing skills, I’ve compiled a list of my top-ten editing tips:

  1. Read It Out-Loud: Treating your work as a script and reading it out loud lets you understand the role each word plays in a sentence, and it helps highlight any missing words. If at any point you find yourself reading a sentence twice because you don’t understand it the first time or can’t make it through without stumbling – well, something probably needs an edit.

  2. Rely on the Experts: A dictionary knows best. If you are unsure on the meaning of a word – check it! Also keep a style guide handy. While grammar and punctuation rules vary among style guides, you will be better off by choosing one style and sticking to it.

  3. Typo and Spell-Check: Spell-check is a powerful tool, but it doesn’t catch everything. Read and re-read your work in order to catch spelling errors, missing conjunctions or additional words. Nothing says unprofessional like an email with spelling mistakes.

  4. Cut Your Sentence in Half: While many long sentences are grammatically correct, they usually contain several ideas that can lose the reader’s focus. If you find that your document is comma heavy, consider giving each idea its own sentence.

  5. Simplicity is Best: Jargon does not make a writer sound smart it simply confuses or distracts the reader. Use words that people are familiar with or find a shorter, simpler word than the fancy one you chose from the thesaurus.

  6. Avoid Mix-Ups: Don’t undermine your credibility at work by using “your” when you really meant to write “you’re” or “complement” when you meant to write “compliment.” Double check that you haven’t used a word with the wrong meaning.

  7. Take a Break: Establish some distance between writing and editing, to give your eyes and brain a break. If you don’t have the luxury of time, try re-reading your work in a different room or at a different desk. A new environment can help you see things differently.

  8. Don’t Overuse Punctuation: An occasional hyphen or semicolon can really hammer home a point. But don’t overuse punctuation —– too many hyphens — can mean that a piece of writing doesn’t – flow well.

  9. People Are Not Things: Refer to people as “who” not “that.”

  10. Very Obsessed: Is the “very” really necessary to your sentence? Is it helping you get your point across? Or is it an excessive word? Double-check that you haven’t used “very” where it’s really not necessary.

photo credit: homegets.com homegets.com via photopin (license)

Getting Started On Nectar

HeadStart is pleased to provide you with access to “Nectar” to give you visibility into what we are writing for you and provide you with simple forms that you can use as creative briefs, what we call outlines.

We provide all licence holders (you, as our point of contact) with access to Nectar and it is included with our subscription.

What is Nectar?

Nectar is your own private online portal connected to the system we use as a writing team. Instead of emailing us, it has forms you can fill out to send us writing requests – called outlines.

There are many types of forms available to help you draft outlines, provide additional instructions, and add attachments. Once filled out, the forms are sent to us automatically and you get a copy emailed to you.

Nectar also displays all the items HeadStart is working on for you and their delivery dates—so you can log in any time to check when it will be sent to you. You can also download your list.

How to log in:

  1. HeadStart creates your account (username) on Nectar and you will be notified that it is ready.
  2. Go to https://copyasaservice.com.
  3. Enter your work email address as your username.
  4. Select “Lost your password?” and choose Get New Password.
  5. Check your inbox for a registration email with your new password. If you don’t see anything, check your spam folder.
  6. Log in with your username and new password.

If you have any issues logging in, please let us know. We also like to improve and add forms to Nectar so ideas are welcome!

How to use Nectar:

  • Click on Submit Requests to access the forms. When you fill out a form and click Send, it will be sent to our system automatically. We will then review it and register the item for completion. You also get a copy by email.
  • Click on the My Requests button to view your list of registered items. Please allow time for the items to display on your screen. They won’t display until we assign a delivery date.
  • Optional, click the Download button to save the list into Microsoft Excel.
  • Optional, click the Refresh List button to ensure you have the latest list (if you like to stay logged in).
  • Click New Request on the left sidebar to go back to the forms.

FAQ About Nectar: 


Please email
request@headstartcopywriting.co if you can’t find out the answer you are looking for.  

The request email address is monitored during business hours, eastern time, and requests sent after 4:45pm EST are registered the next business day. 


Q: I tried using “forgot password” and I can’t log in.
 

A: Please check the spam/junk folder. If there is nothing there try again and contact your IT department to see if they will allow our reset email through.  


Q: I cannot see anything on my requests list.
 

A: The requests list is blank until a copy request is registered with a delivery date. Check back again if you have sent an item. If the requests list is still blank after you have registered a copy request please click the refresh button. Sometimes a refresh takes a few minutes. 

 
OR 

 
Q: Have you received an email confirmation that lets you know your copy request has been received? 

A: If not, please forward your copy request to request@headstartcopywriting.co. I will check with our team to resolve this issue and get back to you asap. 


Q: Do I need to submit both an email to request and submit to Nectar?

A: No – if you use Nectar you get an email confirmation. If you email request, we reply that we got it. Nectar helps us register your items faster so we recommend you try it out or send us a test using one of the forms. 


Q: How do I know if my request has gone through?
 

A: You will receive an email confirmation. Please check your junk/spam folder if it’s not in your main inbox. 


Q: Can I add attachments to my copy request?
 

A: Yes – there is a file upload option for every copy request at the bottom. Please attach it there. We have file size limits so please email us larger files. Please let us know you will be sending us large files by email before you send them. 


Q: I noticed there isn’t a form for the kind of copy request I need, where should I submit my request?
 

A: Please email your request. We might be able to create a custom form for you so please let us know what you need. 

You can also email us to register items— but we encourage you to use the Nectar so we can work faster for you, and you can view your delivery dates.

Please review a sample outline and feel free to send a test brief once you have access. You can also use our brief scorecard as a checklist.

In our experience, Nectar has increased efficiency and collaboration with our clients; thank you for using Nectar.

Sincerely,
Your HeadStart Team

photo credit: Hovering by ashokboghani via photopin (license)

Interview with CaseWare: A HeadStart Case Study

 

Paul Leavoy is a Content Marketing Manager at CaseWare. We asked him about his experience working with HeadStart Copywriting.

Why did you decide to sign on with HeadStart?

I run the content marketing for two properties, CaseWare International and CaseWare IDEA. Before HeadStart, I was trying to keep up the content engines on both of those properties, largely by myself. I did (and still do) have some help from internal writers. I also worked with some external contributors, but when you find contributors based on their subject matter expertise, and they’re helping you out of the goodness of their heart, the content is great, but you can’t expect to receive it with any regularity.

I was handed some large requirements to build a more global content marketing strategy for both properties. One thing I’ve realised through the course of my content marketing career is that being a “content marketing manager” or a “content strategist” often means you’re not only organizing the content strategy and building the content calendar, but you’re also writing all of it. So, you invariably experience some stress, because you’re expected to guide the editorial agenda, and net create a lot of the content. That’s incredibly challenging.

At the end of the day, I believe the most seasoned, experienced writers, people who have reached the level of a chief content officer, for example, should always be writing themselves. But it’s not easy to balance building a strategy for a global brand with rolling up your sleeves and writing all the content. I told my boss that I could make this happen, but that I’d need some support. And rather than having multiple contracts with a variety of freelancers, HeadStart was the clear option.

We did have to vet HeadStart, just like we’ve had to vet any third-party content contributors. That’s because what you often get from a content shop is a piece that ticks the marketing boxes, but not much more. They’ll send a blog with a CTA and some narrative flow, or perhaps a listicle. But that’s the bare minimum in terms of hitting the SEO requirements. Often, we found that the external content shops didn’t have the necessary subject matter expertise to present the material clearly.

When I spoke with Susan Varty, she assured me that the HeadStart writers came equipped with the necessary level of knowledge and an understanding of the world of financial technology. And this was the reason for the subscription model – to learn our business better over time. We moved forward with a pilot month, and I found that the content I was getting was great. It didn’t need rounds of revisions, and it wasn’t missing the source attributions. It followed the conventions of written communication, it provided sources to substantiate the arguments that were made, and it used language that resonates with our audiences.

How has HeadStart’s subscription model changed the way you work?

With HeadStart on our side, I’ve been able to get a handle on my content calendar, and even get ahead of it. I no longer need to revise it on the fly, and I’m no longer the only writer who’s reviewing and proofreading all the public-facing content. It’s not just content marketing, website copy, and event copy—writing is everywhere, and as an agile department, I’ve had to get involved in lots of other roles. Working with HeadStart has freed me up to do that work. I’ve been able to give those jobs some love because I know the writing is taken care of.

My goal is to make sure our content machine, for both properties, is converting and is up and running smoothly. HeadStart is one of the tools that helps make that happen.

What do you consider the top benefit of working with HeadStart, and why?

For me, the top benefit is that when I get the content I’ve requested, it needs very little attention or modification. I’ll run it by our internal SMEs, and their response is usually, “looks good.” And that’s a dream to me.

I believe every web page, every blog post has a purpose. It might be the CTA, it might be part of a nurturing journey, it might point directly to an asset. HeadStart understands this. HeadStart also substantiates and provides details, rather than writing in broad strokes. They link to the sources they’ve used, and they cite where the information comes from.

It feels like HeadStart cares about each individual piece. They’re not treating them as a checkbox. It’s communication. And that’s critical, because if we lose a sense of that, then we go further down the slope towards the point where content marketing just packs content for SEO, with headlines written by online generators. It should be about more than ranking on Google. That’s important, sure, but we’re not writing for Google, we’re writing for humans. We have to provide value and insightful conversations, and we have to spark curiosity. And that comes across in HeadStart’s writing.

What would you tell others about your client experience with HeadStart?

It’s seamless, and it’s highly repeatable. You do need take the time to submit a good brief up front, ideally one where you’ve envisioned writing the piece yourself. Asking for a post about a topic and only providing a general idea of what you’d like covered isn’t going to lead to rich content, and I think it’s kind of unfair to the writer too. The more you give up front, the better results you’re going to get, the better first-draft content you’re going to have in hand at the end of the exercise. So, my suggestion would be to invest care in putting your requests together.

photo credit: Al Case -Cheesyfeet- via photopin (license)

Interview with Marketers: Samantha Patterson

As Content Marketing Director at PFL, I lead our content, creative, and brand strategies. In my ten years of multichannel marketing experience, I have worked on projects ranging from organizing a Wyoming Circuit Finals rodeo to building a new SaaS category, tactile marketing automation. I’m a soft-spoken girl who loves to sing karaoke and WWE wrestle my two toddler sons.

1. Why are you an advocate for the marketing mix and/or account-based marketing?

There’s so much noise out there, and, there’s a lot of competition for getting someone’s attention. I think that’s where an account-based, multi-channel approach helps you zero in on the most important accounts for your business. Account-based marketing helps remove the noise and multi-channel marketing helps infiltrate the accounts and target the personas in those accounts.

It’s easy to delete emails, and that’s why multi-channel marketing is so important. You’re combining emails with digital ads, interactive video, and more conversational-type marketing on social. And one of my favorite components is direct mail. My company PFL is changing the way people think about and use direct mail, making it more timely and relevant for the target prospects they’re going after.

As a marketer, I enjoy using data to inform my content, my message and the timing, and how I work my channels together to go after a target. That target might receive a direct mail package that is personalized based on their recent web browsing history on our site, and just as the direct mail lands, there’s a follow-up email, and then a follow-up phone call. When they go online to check out the company that’s contacting them, they start seeing ads. It all comes together in a very orchestrated way. And then you’ve got their attention.

We’ve heard from customers that when a company prospecting them gives them this VIP treatment, it’s a signal that this is a company they want to work with. Direct mail gets you 100 percent of your prospect’s attention at the time when they’re holding the mailer in their hands. It’s important to maximize that attention, and to use the data and what you know about them to provide value, something that’s relevant to them.

2. How does creativity and innovation intersect with data?

My role as a creative director balances the science and the art of marketing, but I think it leans towards the science. The more data you can use to inform your message and your content, the more relevant and helpful it’s going to be to the people receiving them. People don’t care that you sent them something if it doesn’t speak to their needs, their pain points and their interest. But if it looks good and it’s creative, it becomes even more impactful. We’re constantly trying to find better ways to use data to inform the message we’re delivering.

When we get a task to create some content, we start by asking who the audience is, what they care about, what their most recent actions with us are, and what stage in the buying cycle they’re in. Once we have that data, then we open it up to creative brainstorming. Are they more receptive to humor? What are their pain points? The goal is to create a campaign that the audience can relate to and that they can have some fun with. As an example, for a direct mail piece, we might create some memes about pain points, print them on cards, and send them with a tiny easel that they can use to display the memes on their desk, maybe share them with friends who can relate to the pain points. It starts with the data, then there’s creativity, and then it circles back to data, to see if it’s working, if it helps us hit our KPIs, and how we can modify it for next time.

3. What challenges and opportunities do you have, running a small team at a high-growth company?

As a small team, some days it can feel like the challenges take over, but there are always opportunities to tackle those challenges. We have a lot of requests, so we work like an internal creative agency. We support our demand gen teams, our sales enablement teams, and our customer success teams. We make sure that our brand stays consistent, and that we’re providing the best assets we can for each campaign. We’re also trying to balance how our own strategic plan drives leads and gets the most ROI from the content we’re creating.

It’s not always easy. And because the inbound content marketing side is a longer-term play, what you’re doing now isn’t necessarily going to get you immediate results, but it will help you see more traffic down the road, more leads coming in, and more conversions. But if you’re only doing the short-term hits to please the teams you’re working with, you’ll regret it in the end. So that’s the balancing act: helping the internal teams hit their goals by providing the assets they need to build their campaigns, and keeping the focus on your longer-term content marketing strategies. And at the same time, of course, you’ve got to ensure that your brand is being represented in all the right ways across all areas of the business.

A big lesson learned that I would share with other small, scrappy teams is that there needs to be alignment across the business with what the goals are, clear communication with what you’re working on and why, and making sure that wherever you can, you’ve got some benchmark data to drive forecasts on what you expect to get out of what you’re putting your effort into.

4. What is your MarTech stack?

We’re a smaller team, but we have a nice martech stack, and I think that’s been critical to our high growth in a short amount of time. Salesforce is our core: everyone in marketing, sales and customer success uses it. Our marketing animation platform is Marketo, which plugs right into Salesforce. That’s where we build our programs and campaigns, and where we funnel people into the campaigns that we’ve built based on our Salesforce data.

Our BDRs doing the frontline sales use Outreach.io. We build sequences for them, a series of touchpoints in order, so that they can plug prospects into different sequences and then do the tasks in that sequence. And two of our most important tools are our own solutions, Tactile Marketing Automation and SwagIQ. That’s where we add the direct mail, personalized package element into our multichannel marketing. Tactile Marketing Automation lets the marketing team build direct mail touchpoints into our nurture stream, and SwagIQ lets the BDRs select an item to send to a prospect, customize a note, then click a button to send it. Once they get the delivery notification, they can follow up with a call.

Those are our big core pieces. We also have Terminus for targeted ads, and we use Gong.io to mine for content ideas, to hear how prospects and customers are talking about their problems and their needs. That gives me ideas about their pain points, and how to address them with content, so we can help them better.

There are a lot of tools. I think as a marketer you need to make sure you’ve got the internal resources to use them effectively and get ROI from them. The worst thing is to pay $20K for a yearly subscription for something that is barely used. We’ve been careful about that and we’re tight with our budgeting. We use most of these daily, and most of them span the company.

The Gobbler: Avoid Marketing to the Wrong Audience

Susan Varty, CEO of HeadStart Copywriting, has written an ebook for marketers called The Gobbler: Avoid Marketing to the Wrong Audience.

In this ebook you will:

  • Learn about the 5 types of audiences to avoid
  • Specific campaign strategies that these types don’t like (and what to do if you need to attract them)
  • The pros and cons for each audience type

Susan is also available for virtual speaking engagements based on her ebook.

Originally published in October 2020 through the American Marketing Association, New York chapter, please contact us for your free copy if the link above is not active.

Interview with Marketers: Rafael Tercarolli

Rafael is an award-winning strategist who loves solving business problems with digital solutions. He has over 20 years of experience helping organizations take a more customer-centric digital approach and helping brands increase and sustain their digital footprint. He has worked with a number of Fortune 500 companies including Microsoft, Samsung, Nike, Harley Davidson and Johnson & Johnson.

Currently Rafael is the Director, Digital Marketing at Morneau Shepell, where he leads all global digital marketing initiatives. His mandate covers the development of a robust digital presence for the company, encompassing everything from social, content marketing, video strategy, marketing automation and CRM.

Rafael is a proud father of 8-year-old twin boys. When he is not busy with his family, he spends time producing concerts for the Brazilian and Portuguese community and teaching self-defence for kids, as the only member of the Martial Artists against Bullying in the greater Toronto area.

1. How has marketing changed during the pandemic of 2020?

As marketing plans created earlier in the year are no longer working in a COVID world, companies had to adjust how and what they sell to adapt to the new economical and societal circumstances bought on by the pandemic. This situation drove digital transformation, especially for B2B companies, where sales were historically a matter of face to face, physical contact, at a very accelerated pace.

With all in-person events canceled and continuing concerns around face-to-face meetings, B2B marketers had to lean on digital channels, including virtual activities and other tactics like paid search, digital thought leadership, social media, and email to engage audiences. Technology expedited the change while dramatically affecting the nature of customer engagement, increasing the role and importance of marketing and IT.

At Morneau Shepell, for example, we were able to accelerate the implementation of Microsoft Teams, a nine-month project in only three weeks. Marketing is no longer advertising and leads. It is required in every stage of the customer relationship. Great challenge, yet a fantastic opportunity, especially if you can innovate and show your customers better performance through a crisis.

2. What advice do you have for marketers when developing messages for their customers?

I am not a content expert, but as a digital strategist and specialist in online body language, I can identify that it’s time to avoid pushing marketing messages if you are not planning to engage or create channels to start two-way conversations.

Now, more than ever, people are desperate for human connection. Take advantage and try to position your message in an honest and real way. Don’t jump onto bandwagons or get into trending/hot topics if your company doesn’t honestly believe or act in a certain way. And, more importantly, be visible. While we can’t any longer go to meetings or events, we can still connect and build business connections.

At Morneau Shepell, we are continually exploring different ways to create and engage in conversations. We recently launched two initiatives that, despite being free of charge and not revenue generators, are serving the company’s core purpose of improving business, improving lives while augmenting these human connections. LivingWell (https://livingwellpodcast.libsyn.com) is a podcast series where thought leaders and subject matter experts explore the physical, mental, social, and financial aspects of living in the “new normal.” WellCan (https://wellcan.ca) is a collection of free digital mental health resources to help Canadians develop coping strategies and build resilience during these times of uncertainty.

3. What marketing challenges (or opportunities) are on the horizon from Google as related to data privacy?

Since Google will no longer support third party cookies by the end of 2020, advertisers and publishers are now feeling pressured to understand its implications, and to adapt their strategies equally. It will be impossible for brands to know anything about consumers once they leave their owned channels.

Therefore, building a data-driven marketing team and creating an in-house data architecture is the first step to take advantage of your first-party data. Another opportunity rests on shifting investments to “cookieless” channels. The most apparent option is contextual targeting, but audio (digital, podcasts), connected TV or Digital OOH will become growing opportunities.

Walled-garden data – a closed ecosystem in which all operations are controlled by the ecosystem operator better than anyone – will represent a unique opportunity. Watch Facebook and Amazon closely as they will be great alternatives.

All this new challenges will push marketers to create new strategies and approaches to deliver their messages to customers. I strongly believe that creativity will be the key differentiator.

4. What is your Martech stack?

Oh, I love my toys; especially the ones that can help me collect data and translate it to meaningful insights. This can help make difficult processes easier, and measure the impact of marketing activities and drive more efficient spending.

Here is our martech stack:

  • Data management – Drupal, AWS and Microsoft Azure
  • Insights – Drawing analytical value out of data: Google, Adobe, Hotjar, Siteimprove, Social Studio, SEM Rush, BuildWith, and Power BI
  • Orchestration – Creation and governance of audiences and interactions: Salesforce, Acoustic, Pardot, Microsoft Teams, Slack, Basecamp and Jira.
  • Integration – Real-time access and connectivity: Google, Siteimprove, AVA (Morneau Shepell AI)
  • Activation – Creating and optimizing customer experience: Salesforce, Einstein, Unbounce, GoToWebinar, SurveyMonkey, Libsym, CVent, LinkedIn, Twitter, YouTube and Vimeo.

Interview with NeuronicWorks: A HeadStart Case Study

 

Maria Moreno is a marketing strategist at NeuronicWorks. We asked her about her experience working with HeadStart Copywriting.

Before engaging with HeadStart, what did you want to improve overall as a company?

Before engaging with HeadStart, we worked for six months trying to create our own content. We wanted to share insights, industry and company news, and other updates on a regular basis. I, as the Marketing Strategist, was working to refine the content, come up with a calendar, and make sure we had enough resources from our engineers and designers to develop the content and deliver insights in each blog. We knew content was an important piece of our marketing strategy and that we needed to deliver on a regular basis, but we had limited resources to do so and struggled to get our program off the ground. We wanted a high-quality, consistent content strategy and putting that in place wasn’t easy to do until we engaged HeadStart.

How did HeadStart help you get started?

It was important to us that HeadStart was willing to understand our company so that they understood our culture, our values, our services, and our audience. For us, that was an important steppingstone that set up everything that came after. Once we were aligned this way we knew how to work together and what the expectations were from both sides. That made it easy to commit to a content strategy and consistent schedule every month. With HeadStart’s help, from the very start we were able to fulfill our goals with each piece of content we created and saw how the process was more efficient than how we were working before.

What types of content did you publish and why?

From the beginning we knew we needed to strike a balance between high-level technical content for engineers and designers, and content aimed at the less technically oriented decision makers within companies. We’ve put together a mix of both types of content by dividing into four themes : Industry Insider, which is insights about the industry, like the technology landscape and engineering design industry; Know How, in which we provide insights and best practices about product design, firmware, hardware, and the different capabilities that we have in-house; Our Story, which is news about NeuronicWorks and profiles of our employees; and Ask The Expert, where we have experts discuss specific topics of interest to our readers. Within these segments we’ve been able to find that balance between technical and non-technical content to appeal to a variety of audiences while offering something unique and different from the content that is already out there.

What types of content got the most traction or reaction?

Our technical content is certainly getting a lot of traction. With HeadStart’s help we created a piece about communication protocols that got a lot of notice on LinkedIn and on our website. We had a lot of page views for that piece, and we were ranking organically on the second page of Google.

A piece that HeadStart wrote for us on what’s next for the microelectronics industry after COVID-19 was so well received it was later reprinted in an industry magazine. People want to understand what’s going on in the market and what the trends are particularly in these uncertain times. They want to know how to be prepared and be the most effective for what’s coming next, and that piece really spoke to those concerns.

Content that talks about our people and our team also gets lots of attention. Potential employees and customers want to know more about our work environment and our culture. They want to understand the type of team we have, their skills and expertise, and how they feel about working with NeuronicWorks.

How have your analytics been impacted?

Since rolling out our content strategy with HeadStart’s help we have seen people are spending more time on average on our blog page and articles. Before working with HeadStart our blog wasn’t ranking among the most viewed pages on our website and now it does. People see the different kinds of content that we have now and move from page to page on our site as a result.

We’ve also seen increased engagement and an increased number of followers on LinkedIn thanks to this content. Because we are now able to do regular posts, we are gaining more LinkedIn followers and connections each day, which was something that wasn’t happening before. People are interested in what we have to say, and our outreach is growing organically. Our content is getting noticed.

How has the writing service transformed your marketing approach?

We have more time in-house that we can dedicate to other tasks, because we know that HeadStart will deliver the type of content that we are expecting. We also have more time to plan content for upcoming months because we’re not always bogged down doing the writing and editing ourselves. Having a committed and consistent schedule is when you see results from a content strategy. Working with HeadStart lets us release more content that is compelling and in less time.

What would you tell other marketers about HeadStart?

HeadStart has been a great partner for NeuronicWorks. Thanks to their team we were able to successfully get our content marketing strategy off the ground and see positive results from the very beginning, which was crucial. HeadStart is a committed team and they make sure they deliver on what they promise. They always respect their turnaround times but are flexible enough to adapt to changes or special requests.

photo credit: Al Case King ov Hell via photopin (license)

HeadStart Copywriting is 1 of 7 Women-led Ventures Accepted into First Cohort of York University’s ELLA Altitude Program

September 9th, 2020

We are pleased to announce that HeadStart Copywriting has been accepted into the ELLA Altitude accelerator program.

More details are in the release and many thanks to our dedicated team and clients. 

 

Interview with Marketers: Garret Stevens

Garrett Stevens is an experienced marketing communications manager with a demonstrated history of successful demand generation and content development, mostly in the SaaS/software industry. Garrett currently works as the Senior Marketing Communications Manager for Zoot Solutions, a leading provider of advanced decision management solutions for the financial services industry. His diverse experience spans other software providers, client management for marketing agencies and professional mountain guiding.

1. Why have you pivoted to an Account Based Marketing approach?

“We made a conscious decision about three years ago to get much more targeted and direct in our marketing outreach. When we looked at our inbound lead data we saw that we were getting good quantity but poor quality. Our team sat down with sales leadership and identified true ideal customer attributes, and then mapped those to specific accounts. We have a shared understanding now of the individual accounts that are best fit for our core offerings, and we are much more targeted in spend and outreach. That shift has enabled us to de-emphasize total lead volume (MQLs) and focus on getting in front of the right buyers at the right accounts. The targeted application of budget is helping drive deal velocity and account engagement, and it allows us to put some significant attribution models in place since we’re more focused with our spend and our messaging.”

2. What has been the impact/or how have you been successful in blending digital marketing with a brick and mortar world?

“We are working hard to ensure that all our campaigns are full-suite, multi-channel, coordinated efforts. Is that an appropriate amount of buzzwords? Really though, we try hard to cover all of our bases. We use a blend of targeted digital display advertising, social outreach through LinkedIn/Facebook/Twitter, dedicated web assets like landing pages and whitepapers, email engagement programs, and targeted direct mail to individual contacts. We also incorporate a more expansive trade show and conference schedule into our mix, but with the coronavirus pandemic that has effectively shut down.

Direct mail outreach is one of our key elements in bridging that divide between digital and physical. We’ve tried to keep it creative and engaging, sending campaign-specific items to targeted contacts, which helps drive conversations and improve relationships with existing customers. Our use of direct mail was initially met with skepticism, but that disappeared when one of our account managers booked a meeting immediately after a package landed on an exec desk.”  

3. What challenges have you faced as a marketer in a regulated environment?

“The most significant challenge is an inability to reference client relationships/logos. Social proof is so powerful – that’s why you see companies touting their client list. It gives your buyer a sense of comfort to know that you can solve complex problems for others, especially other companies that are well known and have immediately recognizable brands. We are very limited in our ability to do that, so we have to get creative in how we articulate our value propositions to potential customers.”

4. What is your Martech stack?

“We run a relatively lean stack. We have CRM (Salesforce), marketing automation (Pardot), targeted digital display (Terminus) and a direct mail fulfillment platform (Sendoso). Our mentality is to bootstrap it as much as possible, but we do see good value in the way all these platforms support our ABM initiatives.”

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photo credit: PeterThoeny Tranquility in the evening via photopin (license)