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5 Dos and Don’ts When Making a SMART Goal [Examples]

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5 Dos and Don'ts When Making a SMART Goal [Examples]

Every year I create vague New Years resolutions, but this year I decided to try something different. 

Using the SMART goal framework (specific, measurable, attainable, relevant, and time-bound), I reworded my 2022 goal from “read more books” to “read two books per month to hit my goal of reading 24 before the end of the year.”  

The SMART framework is an effective strategy for creating more specific and attainable goals. Plus, it provides benchmarks against which you can measure your progress — if you have a larger, more daunting goal, smaller steps can help you remain motivated. 

Here, let’s explore what SMART goals are, why they’re important, and how to make your own.

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SMART Goals Template from HubSpotDownload this Template for Free

In the working world, the influence of SMART goals continues to grow. The reason why successful marketing teams always hit their numbers is that they also set SMART goals. Use the template above to follow along and create your own SMART goals.

What are SMART goals?

SMART goals are concrete targets that you aim to hit over a certain period. These goals should be carefully drafted by a manager and their direct report to set them up for success. “SMART” is an acronym that describes the most important characteristics of each goal.

The “SMART” acronym stands for “specific,” “measurable,” “attainable,” “relevant,” and “time-bound.” Each SMART goal should have these five characteristics to ensure the goal can be reached and benefits the employee. Find out what each characteristic means below, and how to write a SMART goal that exemplifies them.

Why are SMART goals important?

SMART goals are important to set as they:

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  • Help you work with clear intentions, not broad or vague goals
  • Provide a method to gauge your success by setting benchmarks to meet
  • Give sensible objectives that are realistic and achievable
  • Cut out unnecessary or irrelevant work that could take away from what’s important
  • Set a clear beginning and end to adhere to in reaching your goals

When you make goals that are specific, measurable, attainable, relevant, and time-bound, you’re increasing your odds for success by verifying that the goal is achievable, identifying the metrics that define success, and creating a roadmap to reach those metrics.

If your goals are abstract, if you don’t know what it will take to achieve success, or if you don’t give yourself a deadline to complete steps, you may lose focus and fall short of what you want to accomplish.

Do SMART goals actually work?

In short — yes, if done correctly.

For instance, one study found 76% of participants who wrote down their goals, made a list of goal-driven actions, and provided weekly progress reports to a friend achieved their goals — which is 33% higher than those with unwritten goals. 

Additionally, I polled roughly 300 participants in the U.S. and found 52% believe SMART goals help them achieve their goals more often than if they didn’t use a SMART framework. 

SMART goals statistic showing people believe SMART goals work

Setting unrealistic goals and trying to measure them without consideration of previous performance, overly short time frames, or including too many variables will lead you off course.

However, these goals work only if formulated properly and if they take into account the motive and cadence of those working on them. Additionally, your SMART goals can only succeed when the employees working towards them have the means to achieve them.

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Let’s take a look at some realistic examples of SMART goals to paint a clearer picture of what they are.

1. Blog Traffic Goal

  • Specific: I want to boost our blog’s traffic by increasing our weekly publishing frequency from five to eight times a week. Our two bloggers will increase their workload from writing two posts a week to three posts a week, and our editor will increase her workload from writing one post a week to two posts a week.
  • Measurable: Our goal is an 8% increase in traffic.
  • Attainable: Our blog traffic increased by 5% last month when we increased our weekly publishing frequency from three to five times a week.
  • Relevant: By increasing blog traffic, we’ll boost brand awareness and generate more leads, giving sales more opportunities to close.
  • Time-Bound: End of this month
  • SMART Goal: At the end of this month, our blog will see an 8% lift in traffic by increasing our weekly publishing frequency from five posts per week to eight posts per week.

smart goal example on blog traffic

2. Facebook Video Views Goal

  • Specific: I want to boost our average views per native video by cutting our video content mix from eight topics to our five most popular topics.
  • Measurable: Our goal is a 25% increase in views.
  • Attainable: When we cut down our video content mix on Facebook from 10 topics to our eight most popular topics, our average views per native video increased by 20%.
  • Relevant: By increasing average views per native video on Facebook, we’ll boost our social media following and brand awareness, reaching more potential customers with our video content.
  • Time-Bound: In six months
  • SMART Goal: In six months, we’ll see a 25% increase in average video views per native video on Facebook by cutting our video content mix from eight topics to our five most popular topics.

3. Email Subscription Goal

  • Specific: I want to boost the number of email blog subscribers by increasing our Facebook advertising budget on blog posts that historically acquire the most email subscribers.
  • Measurable: Our goal is a 50% increase in subscribers.
  • Attainable: Since we started using this tactic three months ago, our email blog subscriptions have increased by 40%.
  • Relevant: By increasing the number of email blog subscribers, our blog will drive more traffic, boost brand awareness, and drive more leads to our sales team.
  • Time-Bound: In three months
  • SMART Goal: In three months, we’ll see a 50% increase in the number of email blog subscribers by increasing our Facebook advertising budget on posts that historically acquire the most blog subscribers.

4. Webinar Sign-Up Goal

  • Specific: I want to increase the number of sign-ups for our Facebook Messenger webinar by promoting it through social, email, our blog, and Facebook Messenger.
  • Measurable: Our goal is a 15% increase in sign-ups.
  • Attainable: Our last Facebook messenger webinar saw a 10% increase in sign-ups when we only promoted it through social, email, and our blog.
  • Relevant: When our webinars generate more leads, sales have more opportunities to close.
  • Time-Bound: By April 10, the day of the webinar
  • SMART Goal: By April 10, the day of our webinar, we’ll see a 15% increase in sign-ups by promoting it through social, email, our blog, and Facebook messenger.

smart goal example on webinar sign-ups

5. Landing Page Performance Goal

  • Specific: I want our landing pages to generate more leads by switching from a one-column form to a two-column form.
  • Measurable: My goal is a 30% increase in lead generation.
  • Attainable: When we A/B tested our traditional one-column form versus a two-column form on our highest-traffic landing pages, we discovered that two-column forms convert 27% better than our traditional one-column forms, at a 99% significance level.
  • Relevant: If we generate more content leads, sales can close more customers.
  • Time-Bound: One year from now

SMART Goal: One year from now, our landing pages will generate 30% more leads by switching their forms from one column to two columns.

6. Link-Building Strategy Goal

  • Specific: I want to increase our website’s organic traffic by developing a link-building strategy that gets other publishers to link to our website. This increases our ranking in search engine results, allowing us to generate more organic traffic.
  • Measurable: Our goal is 40 backlinks to our company homepage.
  • Attainable: According to our SEO analysis tool, there are currently 500 low-quality links directing to our homepage from elsewhere on the internet. Given the number of partnerships we currently have with other businesses, and that we generate 10 new inbound links per month without any outreach on our part, an additional 40 inbound links from a single link-building campaign is a significant but feasible target.
  • Relevant: Organic traffic is our top source of new leads, and backlinks are one of the biggest ranking factors on search engines like Google. If we build links from high-quality publications, our organic ranking increases, boosting our traffic and leads as a result.
  • Time-Bound: four months from now
  • SMART Goal: Over the next four months, I will build 40 additional backlinks that direct to www.ourcompany.com. To do so, I will collaborate with Ellie and Andrew from our PR department to connect with publishers and develop an effective outreach strategy.

7. Reducing Churn Rate Goal

  • Specific: I want to reduce customer churn by 5% for my company because every customer loss is a reflection of our service’s quality and perception.
  • Measurable: Contact 30 at-risk customers per week and provide customer support daily for five new customers during their onboarding process.
  • Attainable: Our product offering has just improved and we have the means to invest more into our customer support team, and could potentially have five at-risk customers to upscale monthly.
  • Relevant: We can set up a customer knowledge base to track customers’ progression in the buyer’s journey, and prevent churn by contacting them before they lose interest.
  • Time-Bound: In 24 weeks
  • SMART Goal: In 24 weeks, I will reduce the churn rate by 5% for my company. To do so, we will contact 30 at-risk customers per week and provide/invest in customer support to assist five new customers during onboarding daily and track their progress through a customer knowledge base.

8. Brand Affinity Goal

  • Specific: I want to increase our podcast listener count as we are trying to establish ourselves as thought leaders in our market.
  • Measurable: A 40% increase in listeners is our goal.
  • Attainable: We can increase our current budget and level our podcaster’s cadence, to have the means to hold insightful conversations for our listeners to tune into.
  • Relevant: We created a podcast and have dedicated a team to source interesting guests, sound mixing, and eye-catching thumbnails to get it started.
  • Time-Bound: In four months
  • SMART Goal: In four months, we’ll see a 40% increase in average listener count in Apple Podcasts by providing our team the budget and cadence to make insightful podcasts with quality sound mixing and eye-catching thumbnails.

9. Podcast Listener Count Goal

  • Specific: I want to boost our podcast’s listener count by promoting our podcast across social channels. We will post four quotes related to new podcast episodes throughout the month on our Twitter account, and we will post six short videos of our podcast conversations with guests on our Instagram account throughout the month. 
  • Measurable: Our goal is an 20% increase in podcast listeners.
  • Attainable: Our podcast listener count increased by 5% last month when we published two short videos of our podcast conversation on Instagram.
  • Relevant: By increasing podcast listener count, we’ll boost brand awareness and generate more leads, giving sales more opportunities to close.
  • Time-Bound: End of this month
  • SMART Goal: At the end of this month, our podcast will see an 20% increase in listeners by increasing our social media promotions from two Instagram posts to four Twitter posts and six Instagram posts.

10. In-Person Event Attendee Goal

  • Specific: I want to boost attendance at our upcoming in-person event by 50% by sending out three email reminders to our subscriber lists each week before the event
  • Measurable: Our goal is an 50% increase in attendees.
  • Attainable: Our attendee number increased by 20% last year when we sent out one email reminder to our subscriber lists.
  • Relevant: By increasing attendee count, we’ll increase brand loyalty by providing value to our existing customers, and generate more leads.
  • Time-Bound: August 30
  • SMART Goal: By the time of our event on August 30th, our attendee number will increase by 50% from where it’s at now (250 attendees), by sending out three email reminders to our subscribers lists. 

Now that you’ve seen examples of SMART goals, let’s dive into how to make your own.

1. Use specific wording.

When writing SMART goals, keep in mind that they are “specific” in that there’s a hard and fast destination the employee is trying to reach. “Get better at my job,” isn’t a SMART goal because it isn’t specific. Instead, ask yourself: What are you getting better at? How much better do you want to get?

If you’re a marketing professional, your job probably revolves around key performance indicators or KPIs. Therefore, you might choose a particular KPI or metric that you want to improve on — like visitors, leads, or customers. You should also identify the team members working toward this goal, the resources they have, and their plan of action.

In practice, a specific SMART goal might say, “Clifford and Braden will increase the blog’s traffic from email …” You know exactly who’s involved and what you’re trying to improve on.

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Common SMART Goal Mistake: Vagueness

While you may need to keep some goals more open-ended, you should avoid vagueness that could confuse your team later on. For example, instead of saying, “Clifford will boost email marketing experiences,” say “Clifford will boost email marketing click rates by 10%.”

2. Include measurable goals.

SMART goals should be “measurable” in that you can track and quantify the goal’s progress. “Increase the blog’s traffic from email,” by itself, isn’t a SMART goal because you can’t measure the increase. Instead, ask yourself: How much email marketing traffic should you strive for?

If you want to gauge your team’s progress, you need to quantify your goals, like achieving an X-percentage increase in visitors, leads, or customers.

Let’s build on the SMART goal we started three paragraphs above. Now, our measurable SMART goal might say, “Clifford and Braden will increase the blog’s traffic from email by 25% more sessions per month … ” You know what you’re increasing, and by how much.

Common SMART Goal Mistake: No KPIs

This is in the same light of avoiding vagueness. While you might need qualitative or open-ended evidence to prove your success, you should still come up with a quantifiable KPI. For example, instead of saying, “Customer service will improve customer happiness,” say, “We want the average call satisfaction score from customers to be a seven out of ten or higher.”

3. Aim for realistically attainable goals.

An “attainable” SMART goal considers the employee’s ability to achieve it. Make sure that X-percentage increase is rooted in reality. If your blog traffic increased by 5% last month, try to increase it by 8-10% this month, rather than a lofty 25%.

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It’s crucial to base your goals on your own analytics, not industry benchmarks, or else you might bite off more than you can chew. So, let’s add some “attainability” to the SMART goal we created earlier in this blog post: “Clifford and Braden will increase the blog’s traffic from email by 8-10% more sessions per month … ” This way, you’re not setting yourself up to fail.

Common SMART Goal Mistake: Unattainable Goals

Yes. You should always aim to improve. But reaching for completely unattainable goals may knock you off course and make it harder to track progress. Rather than saying, “We want to make 10,000% of what we made in 2021,” consider something more attainable, like, “We want to increase sales by 150% this year,” or “We have a quarterly goal to reach a 20% year-over-year sales increase.”

4. Pick relevant goals that relate to your business.

SMART goals that are “relevant” relate to your company’s overall business goals and account for current trends in your industry. For instance, will growing your traffic from email lead to more revenue? And, is it actually possible for you to significantly boost your blog’s email traffic given your current email marketing campaigns?

If you’re aware of these factors, you’re more likely to set goals that benefit your company — not just you or your department.

So, what does that do to our SMART goal? It might encourage you to adjust the metric you’re using to track the goal’s progress. For example, maybe your business has historically relied on organic traffic for generating leads and revenue, and research suggests you can generate more qualified leads this way.

Our SMART goal might instead say, “Clifford and Braden will increase the blog’s organic traffic by 8-10% more sessions per month.” This way, your traffic increase is aligned with the business’s revenue stream.

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Common SMART Goal Mistake: Losing Sight of the Company

When your company is doing well, it can be easy to say you want to pivot or grow in another direction. While companies can successfully do this, you don’t want your team to lose sight of how the core of your business works.

Rather than saying, “We want to start a new B2B business on top of our B2C business,” say something like, “We want to continue increasing B2C sales while researching the impact our products could have on the B2B space in the next year.”

5. Make goals time-bound by including a timeframe and deadline information.

A “time-bound” SMART goal keeps you on schedule. Improving on a goal is great, but not if it takes too long. Attaching deadlines to your goals puts a healthy dose of pressure on your team to accomplish them. This helps you make consistent and significant progress in the long term.

For example, which would you prefer: increasing organic traffic by 5% every month, leading to a 30-35% increase in half a year? Or trying to increase traffic by 15% with no deadline and achieving that goal in the same timeframe? If you picked the former, you’re right.

So, what does our SMART goal look like once we bound it to a timeframe? “Over the next three months, Clifford and Braden will work to increase the blog’s organic traffic by 8-10%, reaching a total of 50,000 organic sessions by the end of August.”

Common SMART Goal Mistake: No Time Frame

Having no timeframe or a really broad span of time noted in your goal will cause the effort to get reprioritized or make it hard for you to see if your team is on track. Rather than saying. “This year, we want to launch a major campaign,” say, “In quarter one, we will focus on campaign production in order to launch the campaign in quarter two.”

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Make Your SMART Goals SMART-er

Now that you know what a SMART goal is, why it’s important, and the framework to create one, it’s time to put that information into practice. Whether you’re setting goals for a personal achievement or as part of hitting important marketing milestones, it’s good to start with what you want to achieve and then reverse-engineer it into a concrete SMART goal.

Editor’s note: This post was originally published in December 2019 and has been updated for comprehensiveness.

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Navigating the Video Marketing Maze: Short-Form vs. Long-Form

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Navigating the Video Marketing Maze: Short-Form vs. Long-Form

Navigating the Video Marketing Maze Short Form vs Long Form

Are you torn between using long-form or short-form videos for your small business marketing campaign? Well, you are not alone. Despite 89% of consumers wanting to see more brand videos, there is no one-size-fits-all answer about the ideal video length.

However, this should not deter you from creating an effective video strategy. In 2023, people watched an average of 17 videos per day, highlighting the influence of video content in today’s digital landscape.

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Both short-form and long-form videos offer unique advantages and come with their set of challenges. Join me as I uncover the benefits and limitations of each video format to help you make informed marketing decisions.

What are Short-Form Videos?

Short videos typically range from 30 seconds to less than 10 minutes long. They are popular on social media platforms like TikTok, Instagram, Snapchat, and YouTube.

Short-form videos deliver brief yet engaging messages that quickly capture the viewer’s attention. Here are some popular types of short-form video content.

  • TikTok Challenges
  • Instagram Reels
  • Snapchat Stories
  • YouTube Shorts
  • Twitter Video Ads

Benefits of Short-Form Videos

A previously cited report shows that 39% of marketers find short-form videos, ranging from 30-60 seconds long, more successful. The same study reports that 44% of customers prefer watching a short video to learn about a brand’s offerings.

1714251363 817 Navigating the Video Marketing Maze Short Form vs Long Form1714251363 817 Navigating the Video Marketing Maze Short Form vs Long Form

So, it is evident that short-form videos have their benefits. Let’s take a closer look at some of them.

Attention-Grabbing 

Short-form videos capture attention quickly, making them ideal for the fast-scrolling nature of social media platforms. Your audience is more likely to watch them in their entirety compared to longer content.

Cost-Effective Production 

Creating short-form videos requires less time and resources compared to longer videos. As a small business owner with a limited budget, using short-form videos can be cost-effective. 

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Increased Engagement

Short-form videos engage viewers due to their crisp and concise nature. This results in more likes, comments, and shares that boost your content’s visibility and increase brand awareness. 

Integrating short-form videos into your influencer marketing campaigns can further amplify your reach to new and diverse audiences. 

Highly Shareable

Short videos are highly shareable. This makes it more likely for your viewers to share them, increasing their virality. 

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There are multiple benefits of adding video to your website including increased engagement, improved SEO, and enhanced user experience.

Limitations of Short-Form Videos

While short-form videos offer many advantages in content marketing, they also present some challenges.

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Limited Message Depth

Due to their brief duration, short-form videos may struggle to convey complex or detailed messages. Longer videos might be more suitable if you need to communicate intricate information.

Competition for Attention

Standing out on platforms flooded with short-form video content can be challenging. You must create content that stands out to avoid becoming lost in the sea of other videos.

Shorter Lifespan 

Short videos may lose their relevance with time. They can quickly get buried in users’ feeds, leading to a shorter visibility and engagement period than longer, evergreen content. 

This means you must consistently create short-form videos to maintain audience interest over time.

Limited SEO Impact

Short-form videos may be more challenging to optimize for search engines than longer, more keyword-rich content. This can affect the discoverability of your content outside the social media scene.

What are Long-Form Videos?

Long-form videos are typically longer, ranging from a few minutes to several hours. They extend beyond a few minutes to several hours, providing ample time for in-depth topic exploration and detailed content. 

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These videos are particularly suitable for educational content, product demonstrations, and narrative-driven storytelling. Long-form videos are common on platforms like YouTube and Vimeo. Common types of long-form video content include:

  • YouTube Series
  • Webinars
  • Educational Tutorials and Courses:
  • Behind-the-Scenes Content 
  • Interviews and Conversations

Advantages of Long-Form Videos

Long-form video content is the fastest-growing segment, with videos above 30 minutes experiencing tremendous growth over the years. Let’s explore some of the benefits behind this growth.

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Establishes Expertise and Credibility

Long-form videos allow you to provide in-depth information about various subjects, establishing your brand as an authority. Potential customers will likely trust and rely on your insights when you consistently deliver valuable content.

Builds Strong Audience Connections 

The more your audience watches your videos, the more they become familiar with your content and brand. This consistent engagement promotes trust and loyalty, helping you create deeper connections with your audience.

Provide SEO Optimization Opportunities

Long-form videos keep your audience engaged for a longer duration than short ones. This signals search engines that your content provides value, resulting in higher rankings and increased visibility. 

Besides, these videos provide opportunities to optimize for relevant keywords. This Attrock guide offers more insights into the value of SEO for your small business. 

They Are Sustainable

Unlike short videos, well-produced and valuable long-form videos have an extended shelf life. They can continue to attract views and engagement over an extended period, contributing to a sustainable content strategy.

Instagram reels are also a part of short videos and you can get benefits from this platform by integrating it with your website. You can learn how to embed Instagram Reels on websites and get extra benefits from your Reels.

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Drawbacks of Long-Form Videos

Despite their benefits, long-form videos also have certain limitations, including:

Attention Span Challenges

Between distractions, juggling tasks, and information overload, user attention span quickly diminishes. Viewers may lose interest and disengage from your long video before its conclusion.

Navigating the Video Marketing Maze Short Form vs Long FormNavigating the Video Marketing Maze Short Form vs Long Form

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Complex Production Process

Creating high-quality long-form videos requires more resources, including time, equipment, and skilled personnel. This can be disadvantageous, especially for small businesses with limited budgets.

Platform Limitations

Some social media platforms and video hosting sites may limit video length, making it challenging to distribute long-form video content. You may then be forced to repurpose your content to suit various platforms. 

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Short-Form or Long-Form Videos: Which Are Better?

Now that you know the benefits and limitations of each format, which one should you choose? Short-form or long-form videos?

Well, it all boils down to considering several factors, such as: 

Content Objectives

What do you want to achieve from your video marketing campaign? Short-form videos are highly effective for quick brand exposure and generating buzz. Long-form videos, on the other hand, contribute to a more in-depth understanding of the brand.

Target Audience Preferences

Audiences with short attention spans likely prefer short-form videos, while long-form videos appeal to those seeking a more immersive experience.

Similarly, short-form videos may appeal more to younger audiences, while older demographics may prefer the depth of long-form content.

Platform Dynamics

Various platforms support different content formats. Short-form videos are well-suited for platforms like TikTok, Instagram, and Snapchat. On the other hand, platforms like YouTube and Vimeo are better for hosting longer videos.

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Industry Type

Short-form videos would be ideal if your industry thrives on trends, entertainment, and quick messages. However, long-form videos are effective for industries requiring in-depth explanations or educational content.

Bottom Line 

Ultimately, choosing short-form or long-form videos depends on your business’s specific needs and goals. Since both formats have advantages and limitations, making a choice may prove difficult. 

However, it doesn’t have to be an uphill task. The key lies in recognizing when to incorporate each video format into your marketing strategy. Understanding your audience and its needs allows you to combine both formats strategically, maximizing the benefits of each. 

Continuously analyze performance metrics and adapt your video marketing strategy accordingly to ensure optimal engagement and conversion rates.


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The Current State of Google’s Search Generative Experience [What It Means for SEO in 2024]

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By Tinuiti Team

SEO enthusiasts, known for naming algorithm updates after animals and embracing melodrama, find themselves in a landscape where the “adapt or die” mantra prevails. So when Google announced the launch of its Search Generative Experience (SGE) in May of 2023 at Google/IO, you can imagine the reaction was immense.

Although SGE has the potential to be a truly transformative force in the landscape, we’re still waiting for SGE to move out of the Google Labs Sandbox and integrate into standard search results. 

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Curious about our current take on SGE and its potential impact on SEO in the future? Read on for more.

Decoding Google’s Defensive Move

In response to potential threats from competitors like ChatGPT, Bing, TikTok, Reddit, and Amazon, Google introduced SGE as a defensive maneuver. However, its initial beta release raised questions about its readiness and global deployment.

ChatGPT provided an existential threat that had the potential to eat into Google’s market share. When Bing started incorporating it into its search results, it was one of the most significant wins for Bing in a decade. In combination with threats from TikTok, Reddit, and Amazon, we see a more fractured search landscape less dominated by Google. Upon its launch, the expectation was that Google would push its SGE solution globally, impact most queries, and massively shake up organic search results and strategies to improve organic visibility.

Now, industry leaders are starting to question if Google is better off leaving SGE in the testing ground in Google labs. According to Google’s recent update, it appears that SGE will remain an opt-in experience in Google Labs (for at least the short term). If SGE was released, there could be a fundamental reset in understanding SEO. Everything from organic traffic to optimization tactics to tracking tools would need adjustments for the new experience. Therefore, the prospect of SGE staying in Google Labs is comforting if not entirely reliable. 

The ever-present option is that Google can change its mind at any point and push SGE out broadly as part of its standard search experience. For this reason, we see value in learning from our observations with SGE and continuing to stay on top of the experience.

SGE User Experience and Operational Challenges

If you’ve signed up for search labs and have been experimenting with SGE for a while, you know firsthand there are various issues that Google should address before rolling it out broadly to the public.

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At a high level, these issues fall into two broad categories including user experience issues and operational issues.

Below are some significant issues we’ve come across, with Google making notable progress in addressing certain ones, while others still require improvement:

  • Load time – Too many AI-generated answers take longer to load than a user is willing to wait. Google recommends less than a 3-second load time to meet expectations. They’ll need to figure out how to consistently return results quickly if they want to see a higher adoption rate.
  • Layout – The SGE layout is massive. We believe any major rollout will be more streamlined to make it a less intrusive experience for users and allow more visibility for ads, and if we’re lucky, organic results. Unfortunately, there is still a decent chance that organic results will move below the fold, especially on mobile devices. Recently, Google has incorporated more results where users are prompted to generate the AI result if they’d like to see it. The hope is Google makes this the default in the event of a broad rollout where users can generate an AI result if they want one instead of assuming that’s what a user would like to see. 
  • Redundancy – The AI result duplicates features from the map pack and quick answer results. 
  • Attribution – Due to user feedback, Google includes sources on several of their AI-powered overviews where you can see relevant web pages if there is an arrow next to the result. Currently, the best way to appear as one of these relevant pages is to be one of the top-ranked results, which is convenient from an optimization standpoint. Changes to how attribution and sourcing are handled could heavily impact organic strategies. 

On the operational side, Google also faces significant hurdles to making SGE a viable product for its traditional search product. The biggest obstacle appears to be making the cost associated with the technology worth the business outcomes it provides. If this was a necessary investment to maintain market share, Google might be willing to eat the cost, but if their current position is relatively stable, Google doesn’t have much of an incentive to take on the additional cost burden of heavily leveraging generative AI while also presumably taking a hit to their ad revenue. Especially since slow user adoption doesn’t indicate this is something users are demanding at the moment.

While the current experience of SGE is including ads above the generative results now, the earliest iterations didn’t heavily feature sponsored ads. While they are now included, the current SGE layout would still significantly disrupt the ad experience we’re used to. During the Google I/O announcement, they made a statement to reassure advertisers they would be mindful of maintaining a distinct ad experience in search.  

“In this new generative experience, Search ads will continue to appear in dedicated ad slots throughout the page. And we’ll continue to uphold our commitment to ads transparency and making sure ads are distinguishable from organic search results” – Elizabeth Reid, VP, Search at Google

Google is trying to thread a delicate needle here of staying on the cutting edge with their search features, while trying not to upset their advertisers and needlessly hinder their own revenue stream. Roger Montti details more of the operational issues in a recent article digging into the surprising reasons SGE is stuck in Google Labs.

He lists three big problems that need to be solved before SGE will be integrated into the foreground of search:

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  1. Large Language Models being inadequate as an information retrieval system
  2. The inefficiency and cost of transformer architecture
  3. Hallucinating (providing inaccurate answers)

Until SGE provides more user value and checks more boxes on the business sense side, the traditional search experience is here to stay. Unfortunately, we don’t know when or if Google will ever feel confident they’ve addressed all of these concerns, so we’ll need to stay prepared for change.

Experts Chime in on Search Generative Experience

Our team has been actively engaging with SGE, here’s a closer look at their thoughts and opinions on the experience so far:

“With SGE still in its early stages, I’ve noticed consistent changes in how the generative results are produced and weaved naturally into the SERPs. Because of this, I feel it is imperative to stay on top of these on-going changes to ensure we can continue to educate our clients on what to expect when SGE is officially incorporated into our everyday lives. Although an official launch date is currently unknown, I believe proactively testing various prompt types and recording our learnings is important to prepare our clients for this next evolution of Google search.”

– Jon Pagano, SEO Sr. Specialist at Tinuiti

“It’s been exciting to watch SGE grow through different variations over the last year, but like other AI solutions its potential still outweighs its functionality and usefulness. What’s interesting to see is that SGE doesn’t just cite its sources of information, but also provides an enhanced preview of each webpage referenced. This presents a unique organic opportunity where previously untouchable top 10 rankings are far more accessible to the average website. Time will tell what the top ranking factors for SGE are, but verifiable content with strong E-E-A-T signals will be imperative.”

–Kate Fischer, SEO Specialist at Tinuiti

“Traditionally, AI tools were very good at analytical tasks. With the rise of ChatGPT, users can have long-form, multi-question conversations not yet available in search results. When, not if, released, Google’s Generative Experience will transform how we view AI and search. Because there are so many unknowns, some of the most impactful ways we prepare our clients are to discover and develop SEO strategies that AI tools can’t directly disrupt, like mid to low funnel content.”

– Brandon Miller, SEO Specialist at Tinuiti

“SGE is going to make a huge impact on the ecommerce industry by changing the way users interact with the search results. Improved shopping experience will allow users to compare products, price match, and read reviews in order to make it quicker and easier for a user to find the best deals and purchase. Although this leads to more competitive results, it also improves organic visibility and expands our product reach. It is more important than ever to ensure all elements of a page are uniquely and specifically optimized for search. With the SGE updates expected to continue to impact search results, the best way to stay ahead is by focusing on strong user focused content and detailed product page optimizations.” 

– Kellie Daley, SEO Sr. Specialist at Tinuiti

Navigating the Clash of Trends

One of the most interesting aspects of the generative AI trend in search is that it appears to be in direct opposition to other recent trends.

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One of the ways Google has historically evaluated the efficacy of its search ranking systems is through the manual review of quality raters. In their quality rater guidelines, raters were instructed to review for things like expertise, authority, and trustworthiness (EAT) in results to determine if Google results are providing users the information they deserve. 

In 2022, Google updated their search guidelines to include another ‘e’ in the form of experience (EEAT). In their words, Google wanted to better assess if the content a user was consuming was created by someone with, “a degree of experience, such as with actual use of a product, having actually visited a place or communicating what a person has experienced. There are some situations where really what you value most is content produced by someone who has firsthand, life experience on the topic at hand.” 

Generative AI results, while cutting-edge technology and wildly impressive in some cases, stand in direct opposition to the principles of E-E-A-T. That’s not to say that there’s no room for both in search, but Google will have to determine what it thinks users value more between these competing trends. The slow adoption of SGE could be an indication that a preference for human experience, expertise, authority, and trust is winning round one in this fight. 

Along these lines, Google is also diversifying its search results to cater to the format in which users get their information. This takes the form of their Perspectives Filter. Also announced at Google I/O 2023, the perspectives filter incorporates more video, image, and discussion board posts from places like TikTok, YouTube, Reddit, and Quora. Once again, this trend shows the emphasis and value searchers place on experience and perspective. Users value individual experience over the impersonal conveyance of information. AI will never have these two things, even if it can provide a convincing imitation.

The current iteration of SGE seems to go too far in dismissing these trends in favor of generative AI. It’s an interesting challenge Google faces. If they don’t determine the prevailing trend correctly, veering too far in one direction can push more market share to ChatGPT or platforms like YouTube and TikTok.

Final Thoughts

The range of outcomes remains broad and fascinating for SGE. We can see this developing in different ways, and prognostication offers little value, but it’s invaluable to know the potential outcomes and prepare for as many of them as possible.

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It’s critical that you or your search agency be interacting and experimenting with SGE because:

  • The format and results will most likely continue to see significant changes
  • This space moves quickly and it’s easy to fall behind
  • Google may fix all of the issues with SGE and decide to push it live, changing the landscape of search overnight
  • SGE experiments could inform other AI elements incorporated into the search experience

Ultimately, optimizing for the specific SGE experience we see now is less important because we know it will inevitably continue changing. We see more value in recognizing the trends and problems Google is trying to solve with this technology. With how quickly this space moves, any specifics mentioned in this article could be outdated in a week. That’s why focusing on intention and process is important at this stage of the game.

By understanding the future needs and wants SGE is attempting to address, we can help you future-proof your search strategies as much as possible. To some extent we’re always at the whims of the algorithm, but by maintaining a user-centric approach, you can make your customers happy, regardless of how they find you.

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How to create editorial guidelines that are useful + template

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How to create editorial guidelines that are useful + template

Before diving in to all things editorial guidelines, a quick introduction. I head up the content team here at Optimizely. I’m responsible for developing our content strategy and ensuring this aligns to our key business goals.

Here I’ll take you through the process we used to create new editorial guidelines; things that worked well and tackle some of the challenges that come with any good multi – stakeholder project, share some examples and leave you with a template you can use to set your own content standards.

What are editorial guidelines?

Editorial guidelines are a set of standards for any/all content contributors, etc. etc. This most often includes guidance on brand, tone of voice, grammar and style, your core content principles and the types of content you want to produce.

Editorial guidelines are a core component of any good content strategy and can help marketers achieve the following in their content creation process:

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  • Consistency: All content produced, regardless of who is creating it, maintains a consistent tone of voice and style, helping strengthen brand image and making it easier for your audience to recognize your company’s content  
  • Quality Control: Serves as a ‘North Star’ for content quality, drawing a line in the sand to communicate the standard of content we want to produce 
  • Boosts SEO efforts: Ensures content creation aligns with SEO efforts, improving company visibility and increasing traffic 
  • Efficiency: With clear guidelines in place, content creators – external and internal – can work more efficiently as they have a clear understanding of what is expected of them 

Examples of editorial guidelines

There are some great examples of editorial guidelines out there to help you get started.

Here are a few I used: 

1. Editorial Values and Standards, the BBC

 

Ah, the Beeb. This really helped me channel my inner journalist and learn from the folks that built the foundation for free quality journalism. 

How to create editorial guidelines, Pepperland Marketing

pepperlandmarketingblogpostoneditorialguidelines

After taking a more big picture view I recognized needed more focused guidance on the step by step of creating editorial guidelines.

I really liked the content the good folks at Pepperland Marketing have created, including a free template – thanks guys! – and in part what inspired me to create our own free template as a way of sharing learnings and helping others quickstart the process of creating their own guidelines.

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3. Writing guidelines for the role of AI in your newsroom?… Nieman Lab

NiemanLabsguidanceonroleofaiinyournewsroom

As well as provide guidance on content quality and the content creation process, I wanted to tackle the thorny topic of AI in our editorial guidelines. Specifically, to give content creators a steer on ‘fair’ use of AI when creating content, to ensure creators get to benefit from the amazing power of these tools, but also that content is not created 100% by AI and help them understand why we feel that contravenes our core content principles of content quality. 

So, to learn more I devoured this fascinating article, sourcing guidance from major media outlets around the world. I know things change very quickly when it comes to AI, but I highly encourage reading this and taking inspiration from how these media outlets are tackling this topic. 

Learn more: The Marketer’s Guide to AI-generated content

Why did we decide to create editorial guidelines?

1. Aligning content creators to a clear vision and process

Optimizely as a business has undergone a huge transformation over the last 3 years, going through rapid acquisition and all the joys and frustrations that can bring. As a content team, we quickly recognized the need to create a set of clear and engaging guidelines that helps content creators understand how and where they can contribute, and gave a clear process to follow when submitting a content idea for consideration. 

2. Reinvigorated approach to brand and content 

As a brand Optimizely is also going through a brand evolution – moving from a more formal, considered tone of voice to one that’s much more approachable, down to earth and not afraid to use humor, different in content and execution. 

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See, our latest CMS campaign creative:

Mock ups of Optimizely CMS campaign creative

It’s pretty out there in terms of creative and messaging. It’s an ad campaign that’s designed to capture attention yes, but also – to demonstrate our abilities as a marketing team to create this type of campaign that is normally reserved for other more quote unquote creative industries. 

We wanted to give guidance to fellow content creators outside the team on how they can also create content that embraces this evolved tone of voice, while at the same time ensuring content adheres to our brand guidelines.

3. Streamline content creation process

Like many global enterprises we have many different content creators, working across different time zones and locations. Documenting a set of guidelines and making them easily available helps content creators quickly understand our content goals, the types of content we want to create and why. It would free up content team time spent with individual contributors reviewing and editing submissions, and would ensure creation and optimization aligns to broader content & business goals.

It was also clear that we needed to document a process for submitting content ideas, so we made sure to include this in the guidelines themselves to make it easy and accessible for all contributors. 

4. 2023 retrospective priority 

As a content team we regularly review our content strategy and processes to ensure we’re operating as efficiently as possible.

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In our last retrospective. I asked my team ‘what was the one thing I could do as a manager to help them be more impactful in their role?’

Editorial guidelines was the number 1 item on their list. 

So off we went… 

What we did

  • Defined a discrete scope of work for the first version of the editorial guidelines, focusing on the Blog and Resources section of the website. This is where the content team spends most of its time and so has most involvement in the content creation process. Also where the most challenging bottlenecks have been in the past
  • Research. Reviewed what was out there, got my hands on a few free templates and assembled a framework to create a first version for inputs and feedback 
  • Asked content community – I put a few questions out to my network on LinkedIn on the topic of content guidelines and content strategy, seeking to get input and guidance from smart marketers.  

linkedinpostoneditorialguidelines

Combining two of my great passions in life – content strategy and Arrested Development – in one LinkedIn post (Feb 2024)

  • Invited feedback: Over the course of a few weekswe invited collaborators to comment in a shared doc as a way of taking iterative feedback, getting ideas for the next scope of work, and also – bringing people on the journey of creating the guidelines. Look at all those reviewers! Doing this within our Content Marketing Platform (CMP) ensured that all that feedback was captured in one place, and that we could manage the process clearly, step by step:

Optimizelycmpscreenshotofeditorialguidelines

Look at all those collaborators! Thanks guys! And all of those beautiful ticks, so satisfying. So glad I could crop out the total outstanding tasks for this screen grab too (Source – Optimizely CMP) 

  • Updated content workflow: Now we have clear, documented guidance in place, we’ve included this as a step – the first step – in the workflow used for blog post creation: 

Optimizely CMP screenshot of editorial guideline review

Source: Optimizely CMP

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Results

It’s early days but we’re already seeing more engagement with the content creation process, especially amongst the teams involved in building the guidelines (which was part of the rationale in the first place :))

Screenshot of teams message editorial guidelines

Source: My Teams chat 

It’s inspired teams to think differently about the types of content we want to produce going forwards – for the blog and beyond.

I’d also say it’s boosted team morale and collaboration, helping different teams work together on shared goals to produce better quality work.

What’s next?

We’re busy planning wider communication of the editorial guidelines beyond marketing. We’ve kept the original draft and regularly share this with existing and potential collaborators for ongoing commentary, ideas and feedback.

Creating guidelines has also sparked discussion about the types of briefs and templates we want and need to create in CMP to support creating different assets. Finding the right balance between creative approach and using templates to scale content production is key. 

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We’ll review these guidelines on a quarterly basis and evolve as needed, adding new formats and channels as we go.

Key takeaways

  • Editorial guidelines are a useful way to guide content creators as part of your overall content strategy
  • Taking the time to do research upfront can help accelerate seemingly complex projects. Don’t be afraid to ask your community for inputs and advice as you create
  • Keep the scope small at first rather than trying to align everything all at once. Test and learn as you go
  • Work with stakeholders to build guidelines from the ground up to ensure you create a framework that is useful, relevant and used

And lastly, here’s that free template we created to help you build or evolve your own editorial guidelines!

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