Wednesday, March 8, 2017

7 Secrets for Designing Great Forms

Almost every website design includes some type of form. From simple email address collection to sign up for a newsletter or notification to full payment collection forms, it is imperative that you design a form that’s easy to use and understand.

The standards of form design are evolving as well. While many forms used to include multiple columns and ask for lots of information, most best practices now suggest keeping forms as simple as possible. And there’s a lot to the design as well. A good form is scannable, doesn’t require a lot of typing and includes smart labeling and formatting to help users fill out forms correctly the first time.

Here are a few secrets to ensure you are designing a form that users actually fill out.

1. Make It Easy to Scan and Read

You know that users scan websites to glean information and determine what actions they will take or whether the content and design interests them or not. The same is true of forms. User should be able to tell what information is needed at a glance and provide a clear explanation of what the form is for and how to submit it.

A highly-scannable form includes the following:

  • Contrast: Text needs to be short and easy to read. Avoid lots of color and stick to traditional dark on light text-background combinations.
  • Grouping and space: Group information that’s similar on longer forms. When collecting payment information for example, group customer information, payment information and shipping information. Three shorter blocks are easier to digest than one long one. Use smart spacing to that labels are connected to the field they explain, rather than uniform spacing between text and field elements.
  • Clear finish/call to action: Make the button big and easy to see. The microcopy inside the button should tell users what will happen, such as “submit,” “pay now” or “proceed to next step.” Remember to close the feedback loop and let users know when a form is properly submitted.

2. Consider Floating Labels

There’s been a lot of debate about whether or not to use hint text inside form fields. The main problem is that too often this text doesn’t go away with a click and users have to actively delete it to start typing. That’s awkward.

Further, the Nielsen Norman Group found that blank fields can draw the eye and help users input information more clearly.

If you feel the need to use hints, consider an interactive solution—floating labels. Include your label information inside form fields so that it looks like placeholder text, but allow the text to animate and shift to the top left position once a user hovers over or clicks into the field. The label or hint never goes away and it does not get in the way of the user trying to fill out the form. (Plus the little animation is a fun surprise for users.)

3. Use Field Masks

Field masks can provide some of the same clues and form hints but without getting in the way of the usability. A field mask only appears once a user activates a field and provides an additional scanning clue as to what information is needed. The mask can assist the user further by automatically formatting information in an effort to avoid errors that will kick the form out on submission.

A good example of a field mask in action is with phone numbers. Consider the multiple format options:

  • (000) 000-0000
  • 000-000-0000
  • 0000000000

How does a user know which one will work? The form field will specify and adjust the format as a user types, so he or she does not have to think about it and only has to key in numbers. (This also saves the hassle of having to switch between keyboards on a mobile device.)

4. Make Forms Keyboard-Friendly

You have no way of knowing what type of device a user will encounter your form on, but it should be equally easy to fill out anyway. Consider all the different types of keyboards that could send information to the form and adjust fields to detect and use the appropriate option.

On desktops, users should be able to enter a form and fill out each field without having to click a mouse. Advance automatically from one field to the next upon completion or use tabs or enter to move around. W3.org has a solid set of keyboard recommendations for you to follow.

On mobile devices, match the keyboard type to the data required. If the input is for letters, bring up the alpha keyboard; for numbers, bring up the numeric option. From Google: “App users appreciate apps that provide an appropriate keyboard for text entry. Ensure that this is implemented consistently throughout the app rather than only for certain tasks but not others.”

5. Opt for Vertical Format

Vertical forms are easier for users than multiple column formats. To best practice rule is to ensure that all the fields can fit on the screen without scrolling in a top to bottom format.

The one exception is for super-short forms where a user only needs to enter an email address or name and email address. Two side-by-side columns followed by a call to action button can work well in this situation as long as the email box is long enough for users to see all the letters of their address.

Remember to order elements logically in a vertical form as well. If you are collecting first name, last name, email address, and hair color sequence them in that way.

6. Limit Typing

Use as many pre-fill solutions as possible with forms. Nothing is more delightful then going to add an address and after the first few taps, the Google API kicks in and suggests address options.

This does three things:

  • It makes it easier for users, particularly on mobile.
  • It helps limit the number of fields necessary.
  • It can help eliminate some user error, such as mistyping.

Consider the same thing with email addresses, such that users are given popular email domains after the @ symbol. When a user types in web@g …. the field automatically suggests web@gmail.com.

7. Keep It Short and Sweet

You are going to be tempted to ask users for a lot of information in forms. Resist the urge!

Only ask for vital information in forms. There’s a stronger likelihood that users will fill out forms that require less commitment. If you need more information later, you can then email them from your list as ask for additional details. (As someone who has already opted in, the user is more likely to engage with you for more at this time.)

Avoid optional fields. Don’t ask for redundant information. Don’t use multiple fields where you could use one (phone numbers for example).

Conclusion

Give users something in return for filling out a form. Make it fun or interesting. Thank the user.

Creating a form that’s easy to read and easy to use will increase your chances of collecting data and turning a website visitor into a repeat user.

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Tuesday, March 7, 2017

Vancouver Rebels Over Generic Rebrand

Many who don’t live in Vancouver at least know the western Canadian city for a few things: Sky-high housing prices, green sensibilities, and lots of rain. Now, thanks to local design and digital activists, they also know Vancouver for…producing a new city logo that has been blasted for being uninspiring.

In an open letter published on Medium, local Vancouver art director, Brock Ellis, lambasted Robertson’s and the City Council’s approval of the new logo as “disappointing” and something that doesn’t allow Vancouverites to express pride in their city. At the same time, the new design has been eviscerated on social media, creating a two-for-one punch that has forced the mayor into retreat.

Robertson has put the new logo on ice, directing city officials not to plaster it all over city assets, as was the original plan. Robertson, under fire for going the cheap route by only spending $8000 CAD to commission the redesign, is at least listening to designer and public backlash from this botched logo rollout.

When one compares the old city logo—a combination mark that included a wordmark with thinner fonts together with a flower—to the new one, it’s quite obvious to see what went so wrong.

Above: the original Vancouver logo. Below: the revised wordmark.

The new logo has been simplified, perhaps over-simplified, by moving exclusively to a workmark; the choice of Gotham block letter font has been the main target of the criticism.

The use of such a heavy, corporate font is viewed by the detractors as not in keeping with the city’s modern, more liberal sensibilities. In addition, Gotham is rather ubiquitous and so isn’t a sound choice for a city trying to position itself as unique. In other words, the font is simply too commonplace for it to be useful or meaningful in city branding.

While the redesigned logo sports blue and green—perhaps to symbolize rain and the city’s green sensibilities—it has prompted some to write it off as an alternate version of the Vancouver Canuck’s colors (blue and green feature prominently on the team’s uniforms).

The mayor has claimed that one of the reasons the unpopular logo was approved was to help those in Vancouver who don’t speak English as a first language to better understand the new logo. That begs the question, of course, as to why the city went ahead and still chose English words in the wordmark instead of going with a purely iconic or symbolic logo. Vancouver is, after all, home to many immigrants whose first language is something other than English.

Overall, this row over the botched redesign illustrates the pitfalls of going with the lowest bidder for something as important as a city’s logo, which ties into the even more important aspect of branding. Further, the failure of the mayor and the city council to also engage with and take feedback from the local design community during the logo redesign is another huge factor in this brouhaha.

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How MailChimp Uses Data Science to Make Their Email Service Irresistible

When it comes to mailing list services and autoresponders, few services out there are more popular than MailChimp. As of June 2014, MailChimp was sending out over 10 billion emails a month. That’s a lot of communication. And there’s no one better suited to wrangle that communication than MailChimp data scientist and author, John Foreman.

His insights and the data science work he’s done for MailChimp, as well as other companies like Coca-Cola, Royal Caribbean, Dell and more have helped not only grow these respective businesses, but also forged new paths in understanding what it means to create impactful, actionable and meaningful data science discoveries.

So how can you follow his lead and put data science to work for you? Let’s take a closer look:

First, Ask “What’s Useful or Required by the Customer?”

One of the biggest misconceptions about data science is that there are a bunch of number-crunchers holed up in their silo cubicles, staring at mounds and mounds of spreadsheets and screens and having little to no interaction with anyone else. According to Foreman, nothing could be farther from the truth. As the brains behind many of the data-backed initiatives at MailChimp, Foreman and his department serve teams internally as well as MailChimp’s customer base.

One such example of an internally-developed tool that was eventually rolled out to the mail-sending population at large within MailChimp was Omnivore, an artificial intelligence learning tool that scans emails for bad URLs, spammy keywords and other telltale signs of mail abuse. It is, essentially, a self-cleaning tool that continually adapts to not just help ban abusers from compromising the system, but helps keep inboxes as a whole, cleaner and safer.

Tools like this one are not only useful, they’re necessary for a company like MailChimp, whose very business backbone is built on the ability to send clean, reputable messages. One thing Foreman adamantly wants to avoid is the perception that data is glitzy, glamorous or worth showing off just because it’s the trendy thing to do.

According to an interview in GNIP, he stated “[a] data science team is not a research group at a university, nor is it a place just to show off technologies to investors. We’re not here to publish, and we’re not here to build ‘look at our data…oooo’ products for the media.” He further adds, “whenever a data science team is involved in those activities, assume the business doesn’t actually know what to do with the technical resources they’ve hired.”

In another, meatier example, profiled on Mashable, the issue at hand was that ever-present, ever-nagging question:

“When is the Best Time to Send Email?”

Foreman has stated that self-doubt holds back users from achieving the kind of success they want in MailChimp, so the team built a Send-Time Optimization System (STO) to mine the data. Here’s what they got when they segmented recipients into three groups: college-age, forties and over-retirement age.

optimal-email-send-times-demographics-mailchimp

So there is, as you might expect, no “one size fits all” approach to the absolute “best time to send” email messages. It depends on whom you’re targeting: not just their age group, but also other demographics like their work, where they live, and so on. If you’re wondering why they built an entire system just to prove what most marketers know as common sense, the answer is exactly that.

The data proves common sense, and MailChimp gets a precise, data-backed answer that isn’t just pulled out of a customer support technician’s ear. This, in turn helps customers feel more confident about their segmentations and get better results from their emails, which in turn helps fuel their connection with and loyalty to the MailChimp service.

Circumvent Unnecessary Risk and Complexity

Another surprising bit of information, which may come as a surprise to some marketers who dabble in development, is that sometimes the simplest option is the best.

Foreman was able to demonstrate his expertise to the MailChimp team when he originally applied for the job, not by using flashy platforms like Hadoop or NoSQL, but by using plain old Excel spreadsheets. He follows this same path in his book, as well.

According to an article in VentureBeat, Foreman notes, “a data science team should align itself with the business and serve that business…[t]he purpose of the data science team is to lead from the back, not to make headlines.” And one of the many ways they do that is by avoiding using flashy new technology just because it’s new. You end up avoiding a lot of unnecessary complexity that way.

Data Science is Not Just “Nice to Have” – It’s Necessary.

As more and more companies start to gather meaningful, usable data, the science and the users behind it become even more critical. Having “data backed” hard evidence that you can show customers, team members and investor alike helps breed confidence, and confidence breeds success.

All of this ties in with technology in that we’re getting both a broader picture and a granular view of how our customer base is acting and reacting. We can see how data overlaps and bridges gaps while zooming in on a single point to get the kind of details that would ordinarily be pure guesswork.

Are you collecting the kind of meaningful, measurable data that can make these types of impacts in your own work? While you may not have the flexibility to create entire A.I. systems just to prove or disprove a point, the fact is that having data on your side solidifies your company’s place in its respective industry and in the small but measurable things you do to improve the customer experience.

How are you using the data you collect? Have you been able to forge some new ideas or hypotheses to test? What have the results been? Share your thoughts and perspectives with us in the comments below.

About the Author: Sherice Jacob helps business owners improve website design and increase conversion rates through compelling copywriting, user-friendly design and smart analytics analysis. Learn more at iElectrify.com and download your free web copy tune-up and conversion checklist today!

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How to get noticed by major brands

We’ve all dreamt about working for big brands. Microsoft, Google, Apple, McDonalds, Coca-Cola…they all have one thing in common; they’re household names. But getting their attention can be tricky. Many of them hire thousands of employees and have offices all over the world. They probably hear the same pitch a hundred times from the same potential freelancer hoping to get that lucky break to create something millions of people will see, rather than just a few.

So how do you get their attention? What are the major brands looking for from a potential employee or freelancer? We’re going to look at some practical suggestions to get noticed by major brands and what to do once you have been noticed. Whilst these may not work for everyone, they are tried and tested methods that have been known to catch the attention of some of the biggest companies in the world.

Build a strong portfolio

Ultimately, the first thing that any major brand is going to want to look at is your work. Even if you have a CV brimming with accolades and testimonials, the major brands will want to see examples of work, not words on a page. They’ll read through hundreds of CVs boasting about how great a person is. Sure, having a masters degree in a particular subject is beneficial, but a picture paints a thousand words! Major brands are much more interested in you and your past work, than they are about how many good grades you got when you were a teenager.

Make sure that you build up a solid portfolio of examples that really showcase what you’re about and let your work do the talking.

If you are just starting out, offer your services to some of your local businesses at either a discounted rate or for free. Even if you’re creating something for Mrs Brown’s small cupcake shop down the road, go above and beyond the call of duty. By doing that, you’ll make something that you’d be proud to add to your portfolio. You never know, Mrs Brown may be married to the decision maker of a major brand, and her referral might just get your foot in the door.

Whilst we’re talking about portfolios, don’t feel like you need to show every single piece of work you’ve ever done. Six to eight great examples of your best work will help define you a lot better than forty average examples will. Big brands don’t have time to plough through heaps of portfolio examples, so just pick out a handful of work examples you think best show off your skills and elegantly display them either digitally or in print.

Give away freebies

Everyone loves free stuff. And you’ll be surprised at how much you’ll get noticed if you give out some freebies. If you’re a designer, simply offering some free icon sets, or a couple of template PSDs will get you noticed. If you offer marketing services, write up a free tips ebook. Whatever services you offer, you can usually think of something that won’t take too much of your time to create, but will be useful for others.

Take full advantage of sites like behance.net and dribble.com to be the platform for these free giveaways. You’ll be surprised at how many big brand employees look at these sites – especially if they’re looking for a freelancer!

Stand out from the crowd

Bear in mind that big brands speak to hundreds of prospective freelancers and they receive numerous emails from hopefuls on a daily basis. You need to make sure you stand out from the crowd. One way to do that is with your approach. If you notice that a big brand is looking for a freelancer, rather than simply emailing them a cut-and-paste cover letter and a link to your portfolio, go into their office dressed smart and give them a printed booklet of your portfolio of work. Print may be a dying art, but the fact that it’s now such a rarity will make you stand out from others.

If you really want to stand out from the crowd, use companies like Burgopak to create some unique packaging for your portfolio of work, and send it to them. You can guarantee that you’ll catch their attention and they’ll be calling you up to speak.

Freelance for agencies

In a lot of cases, big brands would rather work with an agency than an individual. That’s usually because they get the added benefit of a team of great minds, rather than just one. Most larger projects will be outsourced to an agency, so make sure you get into the books of as many agencies as you can.

You can use the same attention grabbing methods mentioned above. Get a suit on, create some sort of leave-behind that gets people looking at your work, and then go into their office directly. You’ll catch their attention a lot more than a generic email sitting in their inbox.

Alternatively, search for some decent design agencies in your country (yes country, not area; quite a few will be happy to work with you remotely as long as you’re in their timezone!) and write them an email. Don’t be tempted to write a generic email and spam it to fifty agencies – you’ll get zero replies.

Rather, pick out a few agencies that are already boasting about having worked with major brands and write them a bespoke email. Compliment them on their client list, and then blow your own trumpet. Make them feel as though they’re missing out by not having you on their freelance books. Mention how you can add value to their business with your own services and experience. If you have the time, and you’re really committed, maybe even show that service directly to them!

For example, if you’re a website designer, redesign a small part of their website and explain how your redesign will improve their site. If you’re a marketer, do some competitive intelligence and tell them what their rivals are doing and what they’re missing out on. After you’ve sent an email, if you don’t hear anything, don’t be scared to give them a follow-up call to make sure it didn’t fall into their spam folder or get lost in amongst others. Whilst it may take some of your time, with no guarantee of getting a return, if you can get even just one major brand project via an agency, you’ll start drawing the attention of others.

Don’t be scared to take the initiative

It can be a bit daunting trying to get the attention of major brands. But don’t be scared to take the initiative. If you offer a service that truly is unique, they may not know they need your services until you tell them about it! You’ll need to push your way into the view of the major brand. In some cases, the best method might be to bulldoze your way into their office and request a meeting with a decision maker; other times it may require a more subtle method.

If they’re reluctant to see you at first, keep pushing. You may need to vary your approach and try something more tactful. Find the name of a decision maker within their office, and send them a keepsake with your name and brand on it. For example: If you’re targeting major brands in the car industry, find a company that creates customised toys (they’re normally relatively cheap if you buy a few in bulk) and sent out some toy cars with your branding on and a little cover letter explaining who you are and how you can benefit their business. They might not have a need for your services immediately but it’s likely that the toy will sit on their desk with your branding on, and remind them every time they look at it about you. When they then do have a need for your services, you’ll be the first person they contact!

What if you manage to catch their attention and you’ve been invited for an interview or meeting with some of their team? Heres some tips on how to nail the conversation and continue to capture their attention…

Do your research

The advantage of speaking to a major brand is that they will have a very public history. Make sure you do your research. Even if it’s a brand that you think you know well, be sure to check up on what they’ve done in the past and their future plans. If you’re pitching a particular service to them, research statistics and figures that will back up your claim that they need you.

Don’t forget to do research on yourself too! That may sound stupid, but they definitely will be googling your name and checking your past work. If you do the same, you can anticipate questions that they might fire at you and work out how best to answer them before the meeting or interview. Make sure you’ve got a clear view of who you are, what you’ve done and what you can offer them.

Be confident and enthusiastic but humble

There’s a fine line between being confident and being cocky. You need to be able to walk into the room and instantly capture their attention with your demeanour and your understanding of your industry. Enthusiasm is infectious, so make sure you’re enthusiastic about working for them, but be careful not to come across like a hyper-active squirrel!

You equally need to make sure that you don’t come across as over-confident, as this can instantly detract from your presentation. It can be difficult to do a self-assessment of our approach, so get your partner or a trusted friend to ‘rehearse’ the meeting with you, and then ask them to feedback on how you come across. Rehearsing anticipated questions and responses will help you be confident without coming across as arrogant.

Don’t be scared to admit that you don’t know the answer to a question or that you have no experience working with something they need you to. Bear in mind that the person you’re talking to is likely to be your boss, or part of the team you work with. They’ll be much more likely to warm to someone who is humble enough to admit they still have things to learn than someone who claims to know everything. In a lot of cases, they’ll be quite impressed that you have the desire to learn more and that you have the drive and passion to push yourself – even if you are already very good.

Make them remember you

As mentioned earlier, major brands speak to hundreds of people a week. Particularly if they’re hiring a new employee or a freelancer, they’ll quickly forget you if you don’t do something to make them remember you. Of course, you want to keep it professional. Turning up in a chicken suit will get you remembered for all the wrong reasons!

Never underestimate the power of a leave behind. Even if you have a digital portfolio, make a simple printed copy in a smart folder and give it with them to look through once you leave. Tailor your approach to their brand and how you can improve it. Turn up with enthusiasm and confidence but be humble enough to admit if you don’t know an answer. Most importantly, don’t forget they’re human! Whoever you end up speaking to, they’ll have a personality and a sense of humour (sometimes not a very good one!). They’ll have families, homes, concerns and stresses just like you. In a lot of cases, they too will have had a lucky break somewhere along their career to get them to their position, so they’ll sympathise with you. And if you show potential and initiative, you’re very likely to get noticed by major brands.

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Monday, March 6, 2017

No More Hacks: Why Tired, Old, Boring Processes Can Make You a Better Marketer

Israeli researchers studied 200 of the best ads in 1999.

These were the top finalists and award winners, like the infamous “This is Your Brain on Drugs” campaign from years ago.

The most surprising thing? They weren’t ‘creative’.

89% of them could be classified into six ‘templates’, which were classified in the excellent Made to Stick.

The point?

Ideas aren’t in short supply today. Execution is.

The reason results aren’t kicking in like you expect is NOT because you’re missing some mythical growth hack. It’s because you’re not executing on the basics right in front of your face.

Here’s why, along with a few examples to get started.

The Escalating Content Marketing Arms Race

A 500-word blog post used take an hour or two to complete.

Problem? Nobody writes 500 words anymore. At least, not if they want results.

You know what it takes to get on the first page of Google today? 1,890 words. Thanks, Skyscrapers.

That’s backed up by excellent research from Orbit Media, whose survey results show that the average blog post is 1054 words long (19% longer than in 2015).

length-of-a-blog-postImage Source

Which means, they take longer to write, too. Today’s average blog post takes 3 hours 16 minutes to write (26% increase over 2015).

average-time-spent-writing-blog-postImage Source

Buffer has been spending a minimum of three hours on each post for years now. And some savvy marketers admit that they spend half-to-a-full day on one blog post.

The bar is high.

And it keeps getting higher.

We haven’t even touched on the quantity: two million blog posts published each day. (And that was already a few years ago in 2015!)

Not seeing results from blogging?

How much time are you spending on each post?

Most likely, it’s not enough. Because you’re too busy responding to client calls, boss’s emails, memes on Slack, or scouring Inbound.org and Growth Hackers for the latest silver bullet hack that will deliver instant success.

When the brutal truth is that the only way out, is the one path in front of you.

It’s the most obvious, yet least exciting option.

Don’t look at what those Inbound & Growth Hackers posts say. Look at what they’re doing.

The depth. The insight (based on real-world experience). The multimedia. And then replicate it.

In today’s world, average doesn’t cut it. Only exceptional gets rankings, traffic, leads, and sales.

Trouble is, there ain’t anymore hours in the day.

How are you supposed to do it?

The AdWords Quality Score

Back in the old days, AdWords was more of a straight-forward auction.

That meant anyone could bid as much as they wanted on whichever keyphrases they chose in order to generate more results.

But that came at the expense of relevance for us consumers.

Now, the Google’s ain’t dumb. So they introduced a few tweaks to the system, including the Quality Score.

Today it’s an approximation for how your results should perform in aggregate. And one of the things it looks for, is message match.

That is, an alignment between:

  1. What someone’s searching for
  2. The ads they see (that you create)
  3. And the landing page they visit upon clicking

Long story short, this little guy plays a role in determining what you pay. The higher that number goes, based on a better ‘alignment’ between those three variables above (and a few more), the less you pay to drive traffic, net leads, and close sales.

Facebook’s got a similar metric, the Relevance Score, that says even a little boost in engagement (of 1%) is enough to deliver a 5% cost reduction!

Here’s the best news.

Quality Scores aren’t secret. Unlike Google’s organic algorithm, they tell you pretty much how it’s determined. Which means it should be a straightforward path to fixing.

You simply identify a few popular campaigns that are underperforming…

underperforming-campaignsImage Source

Spin those out into their own campaigns to improve the keywords you’re targeting, the ads you’re showing, and the landing pages visitors are finding, in order to increase their overall experience.

Sure. There’s a little more involved. But that’s the basics. And just making those basic improvements can increase AdWords lead conversion rates 900% while also dropping Cost Per Conversions 99%.

ad-group-campaignsImage Source

No tricks or hacks. Just execution.

Look.

It’s easy. All the information is out there in the open.

Take ad copy specifically.

Increase Ad Performance & Slash Your Time in Half by Systemizing Ad Copy Writing

These are a B– to write.

Only a few short characters. You’d think it’d be easy.

But you sit there and stare at a blank screen for twenty minutes before ever writing down a single headline variation or two.

Here’s the secret though.

Even if you’ve worked in this space for years, you have no idea how it’s going to work. You kinda do, but no guarantees in this game.

So relax. Use a system.

Digital Marketer’s Ad Grid is one of the best ‘frameworks’ to base your ad writing.

At the top of a grid, list out your customer personas. On the left, just simply copy-and-paste what they’re already spoon-feeding you: different proven ‘hooks’ that each tug at your prospect’s emotional, lizard brain telling them WHY they should care (to click, sign up, or change their ways).

customer-personas-hooksImage Source

We’re not going into tactics here. But we don’t have to. It’s all there in that article. One of the keepers to follow and rip off (or emulate).

Now, ad writing should be easy. The hooks and messaging are in place for each segment or persona. Obviously adapted depending on the industry you’re working in.

Let’s use an example from my friends, The Yes Girls.

You can try the ‘zen’ approach, simplifying the life of consumers so they don’t have to worry ‘bout a thing.

ad-copy-writing

Or you can go the complete opposite route, focusing instead on helping people protect themselves from mistakes they’re making.

ad-copy-writing-2

This gets even easier in some highly formulaic industries.

Take local businesses. People look for these companies by searching for: [Location] + [Service]. So guess what keyphrases to choose, what to write in your ads, and what to put smack-dab on the middle of your landing page headline?

ads-keywords-correlation

In these cases you don’t even have to reinvent the wheel. Click-through rate busting ads aren’t far away. It’s just a matter of writing a few variations (based on a solid framework or process) and then letting the winner surface to the top after a few days-to-a-week.

ad-display-ctr

How to Create Nimble Marketing Processes that Can Adapt & Change On-the-Fly

Processes are mechanical. They’re routine. And they kinda suck to write.

But they’re the only way out.

If you (a) can’t work anymore hours in a day without dropping dead or getting divorced, and (b) need to UP your execution game so that results come quicker for clients and bosses, there’s only one solution my friend.

Rising PPC star, Jonathan Dane, admitted to almost quitting three times in the first year after starting Klientboost.

Then they systematically improved parts of the business (heavily influenced by The E-Myth) and are now doing over $3 million a year (in only about three years).

Ok. So where to start.

Step #1. Reverse-Engineer a Step-by-Step Process You Intuitively Already Do on a Daily Basis

It’s tempting to org-chart the hell out of your biz, but it’ll only stress you out more. It’s too much. Too big of a chunk.

Take something small. Like PPC ad writing. Or blog content.

And from A to Z, list out the steps you already take. OR, the steps you’d like to take based on the excellent example you see somewhere online already. Whatever. Doesn’t matter.

Here, I’ll even give you an internal example.

Step 7 of our “How to Create a Blog Post” process is about creating headlines. And I just straight stole the answers from Jon Morrow’s Headline Hacks – because it’s amazing, simple and straightforward. Someone with little-to-no blogging skillz can follow one of these and churn out a not-terrible headline on their first try.

headline-hack-step-7

Step #2. Visually Map the ‘Transitions’ that Need to Take Place After Completing One Action Before Starting Another

Zooming into a specific step or activity helps you see how tired, boring-old processes can deliver the goods.

But the real benefit in comes when you see the transitions; how you go from completing one thing to starting the next.

Mind mapping can help you visualize how all of these pieces fit together. XMind is one, but certainly not the only, option.

Here’s another personal example of the customer journey, along with How and What and Who from our side will align with each step.

master-lead-gen-model

So peeps complete Steps 1, 2, and 3. Great. Then what?

Processes create systems. And the best systems are a collection of subsystems. I think I just plagiarized that from Work the System.

The point, though, is not to lose sight of the forest for the trees.

Step #3. Make Processes Actionable & Accountable with Intuitive Tools that Reinforce the Actions You Want

Next step is to make this idea come to life. A Word doc is great… for getting lost on your harddrive somewhere.

But the next step is to use some tool – again, doesn’t matter which – to capture and manage and assign and enforce the system you just created.

My favorite is Pipefy. It’s amazing. Time-consuming to get right. But powerful once you get workflows up-and-running which allow other team members or contractors to step into various parts and do the job 80% as well as you.

Because that’s the goal at first. 80%. Transferring your years of experience and pattern matching and hard lessons isn’t easy. But over time you’ll learn how to create a process that enforces good habits and helps people bypass that learning curve.

Pipefy even has a few templates you can import to get started. Including, an SEM management one. How apropos.

pipefy-campaign-example

The individual step (in the image above) can’t be completed until someone fills out each text box with an answer.

Once that’s done, you move onto the next step which will then bring up a new list of instructions, video tutorials, image examples, and more for the next person to know exactly what’s expected of them.

Which brings us to people.

Step #4. Processes Can Make Good People Better; Empowering Novices to Perform like Experts

Marketers live in a results-driven business. The pressure’s on.

One study says working in media is almost as stressful as flying a plane or cutting into people!

most-stressful-jobsImage Source

Which means we usually have a short leash (and shorter temper) when it comes to those around us. If they can’t keep up, they’re not around long. #realtalk

Good people are hard to find. The ones who can read your thoughts and are already a step ahead.

These people should also be incredibly cheap in the grand scheme of things. Like, you can’t afford not too, cheap. That’s meant in a rational business-person, not insensitive, way. They’re an asset, not an expense.

But they can’t be thrown into the deep end. Even contractors, who’re subject-level experts, need help understanding what you’re thinking and what you’re looking for. They won’t get it on the first try.

So whether you’re hiring new marketers or working with outside people (I’ve had great experiences so far with Worldwide101 ← and I don’t receive anything for saying that), the best thing you can do is plug them into a process.

People shouldn’t cause you to take more time out of your already busy schedule. They should add back chunks of time, while multiplying and leveraging your ability to execute.

But that’s only possible if they know exactly, step-by-step, what to do and why.

Conclusion

I hope this doesn’t come off as preachy. That wasn’t the intent.

I’ve personally wasted (and continue to waste) countless hours reading, instead of doing.

Chances are, you’re similar. You already know what it takes, or where to find it.

And there’s only so many hours in the day. You can’t possibly put in anymore.

So piling on another ‘hack’ to your already overflowing to-do list isn’t going to help.

Bookmark it. Save it in Evernote. Someday/Maybe it. And revisit it later.

For now, focus on improving your processes to get vastly more done in less time.

Execution dictates results. Not hacks.

About the Author: Brad Smith is a marketing writer, agency partner, and creator of Copy Weekly, a free weekly copywriting newsletter for marketers & founders.

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