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The Art of Getting Booked: Mastering the Podcast Guesting Game

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The Art of Getting Booked: Mastering the Podcast Guesting Game

I didn’t think it was a big deal. We assumed these were typical results for those who focused and did the work.

The gaping mouths and the bulging eyes were our first clues. My next clue should have been when one podcaster told me he gets 50 to 100 pitches a week and he chose ours. Finally, reality set in like a bolt of lightning striking fifty feet in front of me. The words still rumble in my head like fading thunder echoing through the sky:

“I’ve never known anyone who booked 53 podcasts in two months.”Ryan Deiss

When Ryan said that from the stage at the M3 Mastermind, I finally realized my wife had done something extraordinary. This was no surprise.

She is an amazing woman. Anyone who read her CaringBridge journal in 2021 already knows that. TLDR: The doctors gave up on me and told her to “pull the plug.” She didn’t. She prevailed. I’m alive.

1685733288 232 The Art of Getting Booked Mastering the Podcast Guesting Game
Craig & Karen Andrews, December 2021

So, in March of 2023 I asked her to come to my rescue again. This time it was much lower stakes. I asked her to get me booked on podcasts.

Why Pursue Being a Podcast Guest?

Guesting on podcasts is a way to expand your own audience. According to ListenNotes, there are more than three million podcasts. The podcast hosts did the time consuming work of building their audience. And as a podcast guest, you get nearly effortless access to that audience.

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Guest interviews are a great way to build your authority. Almost every host launches the podcast episode talking about how awesome you are. Their audience trusts them… and now their audience – the podcast listeners – trust you.

Your guest podcast interview will drive business and opportunities. Our 90-day rolling pipeline report tells that story best. “FTO Deals”, our discovery call metric, is up 700% compared to the prior 90-days when we weren’t guesting on podcasts.

“FTOs Sold” means we closed a new client. That’s up 400% compared to the prior 90-days. And we expect that to rise further because most of the discovery calls haven’t happened yet.

1685733288 346 The Art of Getting Booked Mastering the Podcast Guesting Game
Fill your pipeline by being a podcast guest

Our podcast focus started within this 90-day view. Most of the podcast episodes are scheduled to go live in the next couple of months. And yet we’re seeing triple-digit 90-on-90 growth on our most important metrics.

Look closer and you’ll see another hidden nugget. Double-digit lead growth drove triple-digit opportunity and sales growth. That’s what authority does for you.

If you’re running out of ways to unleash an instant triple-digit firehose on your business, then read on. I’ll show you how we did it.

How to Get on a Podcast: How it Started

Be careful when you curse adversity in your life. If you let adversity be your mentor, it will rip the scales off your eyes and a world of new opportunities becomes crystal clear. And that’s what happened here.

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It began in November 2022 when NCR laid off my wife, Karen. We’re not upset with NCR. They’ve been wonderful to Karen. For the three months I was in the hospital, they let her work half-time while paying her full-time. But the layoff was a shock.

While Karen was trying to figure out her “next thing,” I asked her if she could get me booked on podcasts. She clearly knocked the cover off the ball and accidentally found her “next thing.”

Her first step was research. Why would a podcast host want me on their podcast? Podcast hosts receive tens or hundreds of pitches each week. They’re looking for their ideal podcast guests. So, the outreach email is key.

Create a Personalized Outreach Email for Each of the Podcast Hosts

Sorry, there are no shortcuts here. Automated mass outreach won’t get you guest appearances on any of the relevant podcasts.

I’ll break down one of Karen’s emails step-by-step so you can see the key elements.

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The Intro: Praise the Podcast Host for Their Mission

Praise the host for their mission. Connect with their “Why.” Go to their podcast page. They’ll almost certainly make their mission clear there. They’ll also help you identify their target audience. Make sure their target audience aligns with your target audience. Otherwise, you’re just wasting their time.

Here’s an example of Karen’s intro:

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Hi Roy,

My name is Karen and I work on behalf of Craig Andrews.  We have been listening to your podcast and love what you are doing!  

1685733288 160 The Art of Getting Booked Mastering the Podcast Guesting Game
Recognize and applaud the podcast host’s superpower

Make sure you get their name right!! Ryan Deiss said he gets outreach emails every week praising him for his interviews on the DigitalMarketer podcast. The problem is Ryan doesn’t do the podcast. Getting the host’s name wrong is the first clue that you’re doing spammy outreach.

Next, praise their mission. We could improve this outreach by being specific in praising the mission we see them fulfilling. That would probably boost our results further. But even this generic simplicity has been working. But that’s because of the next paragraph.

The Intro: Reference a Specific Podcast Episode and What Your Learned

This is the most time-consuming part of the process. And no, you can’t automate this.

A leading podcast host achieved their vaulted position by being selective in their podcast guests. So, your window of opportunity is through a few scarce words that communicate you’ll be a great podcast guest. And great podcast guests speak to their audience by knowing their audience.

1685733289 262 The Art of Getting Booked Mastering the Podcast Guesting Game
Reference a specific episode in your podcast outreach email

So, you need to listen to an episode. Make your outreach email reference:

  • A specific episode.
  • A specific guest.
  • A specific insight you got from that episode.

Here’s what that looks like in Karen’s outreach:

We recently listened to your podcast with Tom Sharp about Strategy Patterns for Business Growth.  We really appreciated his idea that you need to know yourself, your boundaries and your goals and doing the work to understand those goals.

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BOOM! Do that and you just distinguished yourself as a podcast guest that cared enough to actually listen to their podcast. You don’t have to listen to all the podcast interviews. One is enough.

Now you have their attention. Next you must prove you’ll bring the goods to serve their audience.

The Meat: Bring the Heat and Add Value to the Podcast Listeners

Bring something new to the table. You’re not going to get booked by pitching “How to Grow Your Business Using Facebook Ads.” That was fresh and relevant about a decade ago. But you may get booked with something more current like:

How you can overcome Facebook’s recent trend of reduced targeting with four carefully selected headline elements.

1685733289 192 The Art of Getting Booked Mastering the Podcast Guesting Game
Bring something that’s both unknown and valuable

In our case, we specialize in accelerating high-ticket sales. So, we wanted to find podcasts that had a podcast audience with people that fit that description.

In 2023, high-ticket businesses are struggling closing deals. So, our guest podcasting is focused on building irresistible First-Time Offers to overcome the tough economic conditions. This is a great message for podcast audiences that are struggling with sales. Here’s what that looks like in Karen’s email:

Craig has some fresh thoughts for our currently tough economy that he thought would benefit your audience.

He specializes in First-Time Offers that serve as a “coffee date” to begin an engagement with a potential customer.  Help before you sell!

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Again, our goal isn’t to be on all the podcasts – just the ones with our ideal customers. So, we want the message to enchant our perfect podcast hosts while repelling other podcasts that aren’t ideal.

Once you have them enchanted, next deal with their fear.

The Promise: Convince the Podcast Hosts You’re Not a Greedy Bastard

The podcast world is about giving – not taking. So, don’t be a greedy bastard.

Unfortunately, the world is oversupplied with shysters and takers. Your outreach email needs to quickly communicate that your guest appearance will focus on giving. Promise a free gift for the podcast host’s audience.

1685733289 343 The Art of Getting Booked Mastering the Podcast Guesting Game
Focus on serving and giving

Here’s what that looks like in Karen’s outreach:

He would love to offer a free gift to your audience as an additional way of adding value.  

When you do that, you quickly communicate that you understand the unwritten agreement. It demonstrates your giving nature in action. It also communicates you’ve done this for other podcasts – so you’re an expert guest and a giver. Win-win-win…

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But that’s not enough. You’ve got to bring more to the table.

The Sizzle: Promise to be an Interesting Podcast Guest

Beuller… Beuller… Beuller…

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Ben Stein brought humor to Ferris Bueller’s Day Off by being the most boring economics teacher on the planet. But let’s be honest… you’re no Ben Stein.

Unlike Ben Stein, you have not mastered the craft of being entertaining by being boring. The only way you’ll land on someone else’s podcast is by being interesting. Promise to tell a story. Look through your life and find interesting stories that tie into your core message.

Here’s what that looks like in Karen’s outreach:

A few interesting things about Craig:
He spent 6 years in the Marines.
He lived and studied in Japan.
He received a graduate degree in Electrical Engineering and later figured out he loved marketing.
In 2021, he spent 3 months in the hospital and woke up from a coma only able to wiggle a finger and a toe.  His recovery has been a miracle.

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Life gifted me with a white-knuckled story of narrowly escaping death. So, yes, I pimp the heck out of that story. But I’ve discovered that some podcast hosts really don’t care about my near early departure from this world.

Karen offers a variety of interesting life events so the podcast host can pick one that interests them most. Look through your life and find interesting stories that you can use to illustrate core elements of your message.

The Close: Bring the Social Proof

Top hosts want to know that you’ve been on other podcasts. Nobody wants to train you on being a great podcast guest. It may feel like podcast access is limited to those who’ve already been on a bunch of podcasts.

But every podcast guest started with their first podcast. Then they went on more podcasts and built social proof. That’s been the case with me. Here’s how Karen handles that:

Craig has presented at Conversion Conference, various Vistage groups and other podcasts.

Karen used what we had in our arsenal. Yes, I have been on two or three podcasts. In one case I was episode #3 on a podcast that shut down after the 4th episode. But that’s still social proof.

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Find someone who thinks you’re awesome and quote them

If you’re just starting out, get a testimonial from your mom. Hopefully she thinks you’re awesome. Figure out what group she’s involved in… like her neighborhood gardening group. Speak to them about something that interests them. Here’s what that review looks like:

Craig brought an amazing message to the East Peoria Gardening Club. Everyone was captivated by his stories of how rosemary represents the essential spice that should be a part of everyone’s garden of life.” – Mary Andrews, President of the East Peoria Gardening Club.

Get on one podcast and use that as social proof to get on bigger podcasts. Remember, you’re not alone. If you’re trying to break into the guest podcasting space, there are also many new podcast hosts trying to break into the space as well. You’re perfect for each other.

The Close: Give a Call-to-Action to be Their Next Podcast Guest

It’s easy to forget the Call-to-Action (CTA). Don’t let it be implicit. Actively call the host to action. We steal some wisdom from Chris Voss and structure our CTA to be a natural “No.”

Would it be a ridiculous idea to set up a call to see how he can meet the unique needs of your listeners?

Notice how the CTA brings the focus back on their audience instead of you. That reinforces the idea that you’ll bring value to their audience.

Other Things Podcast Guests Need to Consider

Of course there are other things you need to consider in addition to the outreach email. Maximize use of the podcast directories. I recommend you create a speaker page that includes speaking examples, your bio, head shots and other assets.

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Those are each a subject of their own. So, we’ll talk about those in other articles. But that doesn’t mean you should wait. Today is the time to begin your journey as a podcast guest.

Stop reading. Set your timer. Use the next 15-minutes to write your first draft of your podcast outreach email. You can perfect it later.

Put it to Work – Get Booked as a Guest

This journey began because I heard Lauren Petrullo proclaim her goal. She set out to get on 100 podcasts before the end of the year. I didn’t know what I didn’t know. Neither did Karen. So, we set the same goal.

One of my favorite quotes is by General George S. Patton:

“A good plan violently executed now is better than a perfect plan executed next week.”

General Patton was the only allied commander that Field Marshal Rommel feared. Patton’s philosophy allowed him to make the impossible possible.

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If there’s any genius in what we’ve done it’s that we set a crazy goal and aggressively pursued it. We were so ignorant of podcasting that we didn’t realize how exceptional our results were until several folks told us. Now it’s your turn. Go and do the same.


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Should Your Brand Shout Its AI and Marketing Plan to the World?

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Should Your Brand Shout Its AI and Marketing Plan to the World?

To use AI or not to use AI, that is the question.

Let’s hope things work out better for you than they did for Shakespeare’s mad Danish prince with daddy issues.

But let’s add a twist to that existential question.

CMI’s chief strategy officer, Robert Rose, shares what marketers should really contemplate. Watch the video or read on to discover what he says:

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Should you not use AI and be proud of not using it? Dove Beauty did that last week.

Should you use it but keep it a secret? Sports Illustrated did that last year.

Should you use AI and be vocal about using it? Agency giant Brandtech Group picked up the all-in vibe.

Should you not use it but tell everybody you are? The new term “AI washing” is hitting everywhere.

What’s the best option? Let’s explore.

Dove tells all it won’t use AI

Last week, Dove, the beauty brand celebrating 20 years of its Campaign for Real Beauty, pledged it would NEVER use AI in visual communication to portray real people.

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In the announcement, they said they will create “Real Beauty Prompt Guidelines” that people can use to create images representing all types of physical beauty through popular generative AI programs. The prompt they picked for the launch video? “The most beautiful woman in the world, according to Dove.”

I applaud them for the powerful ad. But I’m perplexed by Dove issuing a statement saying it won’t use AI for images of real beauty and then sharing a branded prompt for doing exactly that. Isn’t it like me saying, “Don’t think of a parrot eating pizza. Don’t think about a parrot eating pizza,” and you can’t help but think about a parrot eating pizza right now?

Brandtech Group says it’s all in on AI

Now, Brandtech Group, a conglomerate ad agency, is going the other way. It’s going all-in on AI and telling everybody.

This week, Ad Age featured a press release — oops, I mean an article (subscription required) — with the details of how Brandtech is leaning into the takeaway from OpenAI’s Sam Altman, who says 95% of marketing work today can be done by AI.

A Brandtech representative talked about how they pitch big brands with two people instead of 20. They boast about how proud they are that its lean 7,000 staffers compete with 100,000-person teams. (To be clear, showing up to a pitch with 20 people has never been a good thing, but I digress.)

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OK, that’s a differentiated approach. They’re all in. Ad Age certainly seemed to like it enough to promote it. Oops, I mean report about it.

False claims of using AI and not using AI

Offshoots of the all-in and never-will approaches also exist.

The term “AI washing” is de rigueur to describe companies claiming to use AI for something that really isn’t AI.  The US Securities and Exchange Commission just fined two companies for using misleading statements about their use of AI in their business model. I know one startup technology organization faced so much pressure from their board and investors to “do something with AI” that they put a simple chatbot on their website — a glorified search engine — while they figured out what they wanted to do.

Lastly and perhaps most interestingly, companies have and will use AI for much of what they create but remain quiet about it or desire to keep it a secret. A recent notable example is the deepfake ad of a woman in a car professing the need for people to use a particular body wipe to get rid of body odor. It was purported to be real, but sharp-eyed viewers suspected the fake and called out the company, which then admitted it. Or was that the brand’s intent all along — the AI-use outrage would bring more attention?

To yell or not to yell about your brand’s AI decision

Should a brand yell from a mountaintop that they use AI to differentiate themselves a la Brandtech? Or should a brand yell they’re never going to use AI to differentiate themselves a la Dove? Or should a brand use it and not yell anything? (I think it’s clear that a brand should not use AI and lie and say it is. That’s the worst of all choices.)

I lean far into not-yelling-from-mountaintop camp.

When I see a CEO proudly exclaim that they laid off 90% of their support workforce because of AI, I’m not surprised a little later when the value of their service is reduced, and the business is failing.

I’m not surprised when I hear “AI made us do it” to rationalize the latest big tech company latest rounds of layoffs. Or when a big consulting firm announces it’s going all-in on using AI to replace its creative and strategic resources.

I see all those things as desperate attempts for short-term attention or a distraction from the real challenge. They may get responses like, “Of course, you had to lay all those people off; AI is so disruptive,” or “Amazing. You’re so out in front of the rest of the pack by leveraging AI to create efficiency, let me cover your story.” Perhaps they get this response, “Your company deserves a bump in stock price because you’re already using this fancy new technology.”

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But what happens if the AI doesn’t deliver as promoted? What happens the next time you need to lay off people? What happens the next time you need to prove your technologically forward-leaning?

Yelling out that you’re all in on a disruptive innovation, especially one the public doesn’t yet trust a lot is (at best) a business sugar high. That short-term burst of attention may or may not foul your long-term brand value.

Interestingly, the same scenarios can manifest when your brand proclaims loudly it is all out of AI, as Dove did. The sugar high may not last and now Dove has itself into a messaging box. One slip could cause distrust among its customers. And what if AI gets good at demonstrating diversity in beauty?

I tried Dove’s instructions and prompted ChatGPT for a picture of “the most beautiful woman in the world according to the Dove Real Beauty ad.”

It gave me this. Then this. And this. And finally, this.

She’s absolutely beautiful, but she doesn’t capture the many facets of diversity Dove has demonstrated in its Real Beauty campaigns. To be clear, Dove doesn’t have any control over generating the image. Maybe the prompt worked well for Dove, but it didn’t for me. Neither Dove nor you can know how the AI tool will behave.

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To use AI or not to use AI?

When brands grab a microphone to answer that question, they work from an existential fear about the disruption’s meaning. They do not exhibit the confidence in their actions to deal with it.

Let’s return to Hamlet’s soliloquy:

Thus conscience doth make cowards of us all;

And thus the native hue of resolution

Is sicklied o’er with the pale cast of thought,

And enterprises of great pith and moment

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With this regard their currents turn awry

And lose the name of action.

In other words, Hamlet says everybody is afraid to take real action because they fear the unknown outcome. You could act to mitigate or solve some challenges, but you don’t because you don’t trust yourself.

If I’m a brand marketer for any business (and I am), I’m going to take action on AI for my business. But until I see how I’m going to generate value with AI, I’m going to be circumspect about yelling or proselytizing how my business’ future is better.

Want more content marketing tips, insights, and examples? Subscribe to workday or weekly emails from CMI.

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Cover image by Joseph Kalinowski/Content Marketing Institute

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How to Use AI For a More Effective Social Media Strategy, According to Ross Simmonds

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How to Use AI For a More Effective Social Media Strategy, According to Ross Simmonds

Welcome to Creator Columns, where we bring expert HubSpot Creator voices to the Blogs that inspire and help you grow better.

It’s the age of AI, and our job as marketers is to keep up.

My team at Foundation Marketing recently conducted an AI Marketing study surveying hundreds of marketers, and more than 84% of all leaders, managers, SEO experts, and specialists confirmed that they used AI in the workplace.

AI in the workplace data graphic, Foundation Labs

If you can overlook the fear-inducing headlines, this technology is making social media marketers more efficient and effective than ever. Translation: AI is good news for social media marketers.

Download Now: The 2024 State of Social Media Trends [Free Report]

In fact, I predict that the marketers not using AI in their workplace will be using it before the end of this year, and that number will move closer and closer to 100%.

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Social media and AI are two of the most revolutionizing technologies of the last few decades. Social media has changed the way we live, and AI is changing the way we work.

So, I’m going to condense and share the data, research, tools, and strategies that the Foundation Marketing Team and I have been working on over the last year to help you better wield the collective power of AI and social media.

Let’s jump into it.

What’s the role of AI in social marketing strategy?

In a recent episode of my podcast, Create Like The Greats, we dove into some fascinating findings about the impact of AI on marketers and social media professionals. Take a listen here:

Let’s dive a bit deeper into the benefits of this technology:

Benefits of AI in Social Media Strategy

AI is to social media what a conductor is to an orchestra — it brings everything together with precision and purpose. The applications of AI in a social media strategy are vast, but the virtuosos are few who can wield its potential to its fullest.

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AI to Conduct Customer Research

Imagine you’re a modern-day Indiana Jones, not dodging boulders or battling snakes, but rather navigating the vast, wild terrain of consumer preferences, trends, and feedback.

This is where AI thrives.

Using social media data, from posts on X to comments and shares, AI can take this information and turn it into insights surrounding your business and industry. Let’s say for example you’re a business that has 2,000 customer reviews on Google, Yelp, or a software review site like Capterra.

Leveraging AI you can now have all 2,000 of these customer reviews analyzed and summarized into an insightful report in a matter of minutes. You simply need to download all of them into a doc and then upload them to your favorite Generative Pre-trained Transformer (GPT) to get the insights and data you need.

But that’s not all.

You can become a Prompt Engineer and write ChatGPT asking it to help you better understand your audience. For example, if you’re trying to come up with a persona for people who enjoy marathons but also love kombucha you could write a prompt like this to ChatGPT:

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ChatGPT prompt example

The response that ChatGPT provided back is quite good:

GPT response example

Below this it went even deeper by including a lot of valuable customer research data:

  • Demographics
  • Psychographics
  • Consumer behaviors
  • Needs and preferences

And best of all…

It also included marketing recommendations.

The power of AI is unbelievable.

Social Media Content Using AI

AI’s helping hand can be unburdening for the creative spirit.

Instead of marketers having to come up with new copy every single month for posts, AI Social Caption generators are making it easier than ever to craft catchy status updates in the matter of seconds.

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Tools like HubSpot make it as easy as clicking a button and telling the AI tool what you’re looking to create a post about:

AI social media caption generator step 1

The best part of these AI tools is that they’re not limited to one channel.

Your AI social media content assistant can help you with LinkedIn content, X content, Facebook content, and even the captions that support your post on Instagram.

It can also help you navigate hashtags:

AI social media hashtags generator example, HubSpot

With AI social media tools that generate content ideas or even write posts, it’s not about robots replacing humans. It’s about making sure that the human creators on your team are focused on what really matters — adding that irreplaceable human touch.

Enhanced Personalization

You know that feeling when a brand gets you, like, really gets you?

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AI makes that possible through targeted content that’s tailored with a level of personalization you’d think was fortune-telling if the data didn’t paint a starker, more rational picture.

What do I mean?

Brands can engage more quickly with AI than ever before. In the early 2000s, a lot of brands spent millions of dollars to create social media listening rooms where they would hire social media managers to find and engage with any conversation happening online.

Thanks to AI, brands now have the ability to do this at scale with much fewer people all while still delivering quality engagement with the recipient.

Analytics and Insights

Tapping into AI to dissect the data gives you a CSI-like precision to figure out what works, what doesn’t, and what makes your audience tick. It’s the difference between guessing and knowing.

The best part about AI is that it can give you almost any expert at your fingertips.

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If you run a report surrounding the results of your social media content strategy directly from a site like LinkedIn, AI can review the top posts you’ve shared and give you clear feedback on what type of content is performing, why you should create more of it, and what days of the week your content is performing best.

This type of insight that would typically take hours to understand.

Now …

Thanks to the power of AI you can upload a spreadsheet filled with rows and columns of data just to be met with a handful of valuable insights a few minutes later.

Improved Customer Service

Want 24/7 support for your customers?

It’s now possible without human touch.

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Chatbots powered by AI are taking the lead on direct messaging experiences for brands on Facebook and other Meta properties to offer round-the-clock assistance.

The fact that AI can be trained on past customer queries and data to inform future queries and problems is a powerful development for social media managers.

Advertising on Social Media with AI

The majority of ad networks have used some variation of AI to manage their bidding system for years. Now, thanks to AI and its ability to be incorporated in more tools, brands are now able to use AI to create better and more interesting ad campaigns than ever before.

Brands can use AI to create images using tools like Midjourney and DALL-E in seconds.

Brands can use AI to create better copy for their social media ads.

Brands can use AI tools to support their bidding strategies.

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The power of AI and social media is continuing to evolve daily and it’s not exclusively found in the organic side of the coin. Paid media on social media is being shaken up due to AI just the same.

How to Implement AI into Your Social Media Strategy

Ready to hit “Go” on your AI-powered social media revolution?

Don’t just start the engine and hope for the best. Remember the importance of building a strategy first. In this video, you can learn some of the most important factors ranging from (but not limited to) SMART goals and leveraging influencers in your day-to-day work:

The following seven steps are crucial to building a social media strategy:

  1. Identify Your AI and Social Media Goals
  2. Validate Your AI-Related Assumptions
  3. Conduct Persona and Audience Research
  4. Select the Right Social Channels
  5. Identify Key Metrics and KPIs
  6. Choose the Right AI Tools
  7. Evaluate and Refine Your Social Media and AI Strategy

Keep reading, roll up your sleeves, and follow this roadmap:

1. Identify Your AI and Social Media Goals

If you’re just dipping your toes into the AI sea, start by defining clear objectives.

Is it to boost engagement? Streamline your content creation? Or simply understand your audience better? It’s important that you spend time understanding what you want to achieve.

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For example, say you’re a content marketing agency like Foundation and you’re trying to increase your presence on LinkedIn. The specificity of this goal will help you understand the initiatives you want to achieve and determine which AI tools could help you make that happen.

Are there AI tools that will help you create content more efficiently? Are there AI tools that will help you optimize LinkedIn Ads? Are there AI tools that can help with content repurposing? All of these things are possible and having a goal clearly identified will help maximize the impact. Learn more in this Foundation Marketing piece on incorporating AI into your content workflow.

Once you have identified your goals, it’s time to get your team on board and assess what tools are available in the market.

Recommended Resources:

2. Validate Your AI-Related Assumptions

Assumptions are dangerous — especially when it comes to implementing new tech.

Don’t assume AI is going to fix all your problems.

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Instead, start with small experiments and track their progress carefully.

3. Conduct Persona and Audience Research

Social media isn’t something that you can just jump into.

You need to understand your audience and ideal customers. AI can help with this, but you’ll need to be familiar with best practices. If you need a primer, this will help:

Once you understand the basics, consider ways in which AI can augment your approach.

4. Select the Right Social Channels

Not every social media channel is the same.

It’s important that you understand what channel is right for you and embrace it.

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The way you use AI for X is going to be different from the way you use AI for LinkedIn. On X, you might use AI to help you develop a long-form thread that is filled with facts and figures. On LinkedIn however, you might use AI to repurpose a blog post and turn it into a carousel PDF. The content that works on X and that AI can facilitate creating is different from the content that you can create and use on LinkedIn.

The audiences are different.

The content formats are different.

So operate and create a plan accordingly.

Recommended Tools and Resources:

5. Identify Key Metrics and KPIs

What metrics are you trying to influence the most?

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Spend time understanding the social media metrics that matter to your business and make sure that they’re prioritized as you think about the ways in which you use AI.

These are a few that matter most:

  • Reach: Post reach signifies the count of unique users who viewed your post. How much of your content truly makes its way to users’ feeds?
  • Clicks: This refers to the number of clicks on your content or account. Monitoring clicks per campaign is crucial for grasping what sparks curiosity or motivates people to make a purchase.
  • Engagement: The total social interactions divided by the number of impressions. This metric reveals how effectively your audience perceives you and their readiness to engage.

Of course, it’s going to depend greatly on your business.

But with this information, you can ensure that your AI social media strategy is rooted in goals.

6. Choose the Right AI Tools

The AI landscape is filled with trash and treasure.

Pick AI tools that are most likely to align with your needs and your level of tech-savviness.

For example, if you’re a blogger creating content about pizza recipes, you can use HubSpot’s AI social caption generator to write the message on your behalf:

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AI social media generator example

The benefit of an AI tool like HubSpot and the caption generator is that what at one point took 30-40 minutes to come up with — you can now have it at your fingertips in seconds. The HubSpot AI caption generator is trained on tons of data around social media content and makes it easy for you to get inspiration or final drafts on what can be used to create great content.

Consider your budget, the learning curve, and what kind of support the tool offers.

7. Evaluate and Refine Your Social Media and AI Strategy

AI isn’t a magic wand; it’s a set of complex tools and technology.

You need to be willing to pivot as things come to fruition.

If you notice that a certain activity is falling flat, consider how AI can support that process.

Did you notice that your engagement isn’t where you want it to be? Consider using an AI tool to assist with crafting more engaging social media posts.

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Make AI Work for You — Now and in the Future

AI has the power to revolutionize your social media strategy in ways you may have never thought possible. With its ability to conduct customer research, create personalized content, and so much more, thinking about the future of social media is fascinating.

We’re going through one of the most interesting times in history.

Stay equipped to ride the way of AI and ensure that you’re embracing the best practices outlined in this piece to get the most out of the technology.

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MARKETING

Advertising in local markets: A playbook for success

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Advertising in local markets: A playbook for success

Many brands, such as those in the home services industry or a local grocery chain, market to specific locations, cities or regions. There are also national brands that want to expand in specific local markets. 

Regardless of the company or purpose, advertising on a local scale has different tactics than on a national scale. Brands need to connect their messaging directly with the specific communities they serve and media to their target demo. Here’s a playbook to help your company succeed when marketing on a local scale.  

1. Understand local vs. national campaigns

Local advertising differs from national campaigns in several ways: 

  • Audience specificity: By zooming in on precise geographic areas, brands can tailor messaging to align with local communities’ customs, preferences and nuances. This precision targeting ensures that your message resonates with the right target audience.
  • Budget friendliness: Local advertising is often more accessible for small businesses. Local campaign costs are lower, enabling brands to invest strategically within targeted locales. This budget-friendly nature does not diminish the need for strategic planning; instead, it emphasizes allocating resources wisely to maximize returns. As a result, testing budgets can be allocated across multiple markets to maximize learnings for further market expansion.
  • Channel selection: Selecting the correct channels is vital for effective local advertising. Local newspapers, radio stations, digital platforms and community events each offer advantages. The key lies in understanding where your target audience spends time and focusing efforts to ensure optimal engagement.
  • Flexibility and agility: Local campaigns can be adjusted more swiftly in response to market feedback or changes, allowing brands to stay relevant and responsive. 

Maintaining brand consistency across local touchpoints reinforces brand identity and builds a strong, recognizable brand across markets. 

2. Leverage customized audience segmentation 

Customized audience segmentation is the process of dividing a market into distinct groups based on specific demographic criteria. This marketing segmentation supports the development of targeted messaging and media plans for local markets. 

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For example, a coffee chain might cater to two distinct segments: young professionals and retirees. After identifying these segments, the chain can craft messages, offers and media strategies relating to each group’s preferences and lifestyle.

To reach young professionals in downtown areas, the chain might focus on convenience, quality coffee and a vibrant atmosphere that is conducive to work and socializing. Targeted advertising on Facebook, Instagram or Connected TV, along with digital signage near office complexes, could capture the attention of this demographic, emphasizing quick service and premium blends.

Conversely, for retirees in residential areas, the chain could highlight a cozy ambiance, friendly service and promotions such as senior discounts. Advertisements in local print publications, community newsletters, radio stations and events like senior coffee mornings would foster a sense of community and belonging.

Dig deeper: Niche advertising: 7 actionable tactics for targeted marketing

3. Adapt to local market dynamics

Various factors influence local market dynamics. Brands that navigate changes effectively maintain a strong audience connection and stay ahead in the market. Here’s how consumer sentiment and behavior may evolve within a local market and the corresponding adjustments brands can make. 

  • Cultural shifts, such as changes in demographics or societal norms, can alter consumer preferences within a local community. For example, a neighborhood experiencing gentrification may see demand rise for specific products or services.
    • Respond by updating your messaging to reflect the evolving cultural landscape, ensuring it resonates with the new demographic profile.
  • Economic conditions are crucial. For example, during downturns, consumers often prioritize value and practicality.
    • Highlight affordable options or emphasize the practical benefits of your offerings to ensure messaging aligns with consumers’ financial priorities. The impact is unique to each market and the marketing message must also be dynamic.
  • Seasonal trends impact consumer behavior.
    • Align your promotions and creative content with changing seasons or local events to make your offerings timely and relevant.
  • New competitors. The competitive landscape demands vigilance because new entrants or innovative competitor campaigns can shift consumer preferences.
    • Differentiate by focusing on your unique selling propositions, such as quality, customer service or community involvement, to retain consumer interest and loyalty.

4. Apply data and predictive analytics 

Data and predictive analytics are indispensable tools for successfully reaching local target markets. These technologies provide consumer behavior insights, enabling you to anticipate market trends and adjust strategies proactively. 

  • Price optimization: By analyzing consumer demand, competitor pricing and market conditions, data analytics enables you to set prices that attract customers while ensuring profitability.
  • Competitor analysis: Through analysis, brands can understand their positioning within the local market landscape and identify opportunities and threats. Predictive analytics offer foresight into competitors’ potential moves, allowing you to strategize effectively to maintain a competitive edge.
  • Consumer behavior: Forecasting consumer behavior allows your brand to tailor offerings and marketing messages to meet evolving consumer needs and enhance engagement.
  • Marketing effectiveness: Analytics track the success of advertising campaigns, providing insights into which strategies drive conversions and sales. This feedback loop enables continuous optimization of marketing efforts for maximum impact.
  • Inventory management: In supply chain management, data analytics predict demand fluctuations, ensuring inventory levels align with market needs. This efficiency prevents stockouts or excess inventory, optimizing operational costs and meeting consumer expectations.

Dig deeper: Why you should add predictive modeling to your marketing mix

5. Counter external market influences

Consider a clothing retailer preparing for a spring collection launch. By analyzing historical weather data and using predictive analytics, the brand forecasts an unseasonably cool start to spring. Anticipating this, the retailer adjusts its campaign to highlight transitional pieces suitable for cooler weather, ensuring relevance despite an unexpected chill.

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Simultaneously, predictive models signal an upcoming spike in local media advertising rates due to increased market demand. Retailers respond by reallocating a portion of advertising budgets to digital channels, which offer more flexibility and lower costs than traditional media. This shift enables brands to maintain visibility and engagement without exceeding budget, mitigating the impact of external forces on advertising.

6. Build consumer confidence with messaging

Localized messaging and tailored customer service enhance consumer confidence by demonstrating your brand’s understanding of the community. For instance, a grocery store that curates cooking classes featuring local cuisine or sponsors community events shows commitment to local culture and consumer interests. 

Similarly, a bookstore highlighting local authors or topics relevant to the community resonates with local customers. Additionally, providing service that addresses local needs — such as bilingual service and local event support — reinforces the brand’s values and response to the community. 

Through these localized approaches, brands can build trust and loyalty, bridging the gap between corporate presence and local relevance.

7. Dominate with local advertising 

To dominate local markets, brands must:

  • Harness hyper-targeted segmentation and geo-targeted advertising to reach and engage precise audiences.
  • Create localized content that reflects community values, engage in community events, optimize campaigns for mobile and track results.
  • Fine-tune strategies, outperform competitors and foster lasting relationships with customers.

These strategies will enable your message to resonate with local consumers, differentiate you in competitive markets and ensure you become a major player in your specific area. 



Dig deeper: The 5 critical elements for local marketing success

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Opinions expressed in this article are those of the guest author and not necessarily MarTech. Staff authors are listed here.

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