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How to Structure a Marketing Dream Team for Any Size Company

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How to Structure a Marketing Dream Team for Any Size Company

As industries prepare to make changes to marketing personnel in the coming months, marketing department restructures are on the horizon. If you’re facing the pressure to grow revenue through marketing while keeping headcount to a minimum, you’re in luck.

We’ve cracked the code on how to structure a high-performing marketing team, and now, I’m going to share those insights with you.

→ Click here to download our free guide to hiring and training a team of  all-stars [Free Ebook].

In this post, I’ll walk you through what a marketing team structure looks like for small, midsized, and enterprise businesses, which structure will work best for you, and how to make your first or next marketing hire.

Marketing Team Sizes

First, let’s define what we mean by different company sizes. You may not agree with all of them, and that’s OK; we’re only using these numbers to establish a common lexicon in this guide.

  • Small to Medium Sized Business (SMB): 5-100 Employees
  • Midsized Business: 101-1,000 Employees
  • Enterprise: 1,000+ employees (not including the massive Fortune 500 orgs)

Now that we’ve agreed on sizes, let’s talk about the marketing department structures you have to choose from.

How to Structure a Marketing Department

Here, I’m outlining three types of marketing department structures. These are dependent upon how large and how predictable your business is. Midsize companies with less predictable revenue forecasts may find a team structured by specific marketing disciplines will work better for them, while enterprise organizations with more predictable revenue forecasts can use a structure that has more opportunity for experimentation.

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1. Marketing Department Structure by Discipline

Marketing Department Structure example by Discipline for midsized businesses

Marketing departments that are structured by discipline are the most common. You’ll see these structures in midsized companies where marketing owns a revenue number and is responsible for driving leads and contributing to the pipeline of the business. These teams will collaborate to execute campaigns frequently throughout the year in order to hit the company’s revenue goals.

Here are some of the most common teams within the marketing department that are structured by discipline:

Social Media

Skills needed: Content creation, graphic design, social media management, project management, data analytics, and storytelling

marketing team structure example: social media team

Your social media team will create and execute social media marketing efforts. This team will need to have knowledge of how to make engaging content to drive brand awareness, generate leads, and connect with audiences.

To properly perform these job functions, your social media team should have a working knowledge of creating, scheduling, and measuring the performance of social content.

Basic graphic design skills or knowledge of design tools like Canva or Adobe will be necessary for the content creation side, while social media management tools will help teams track performance, measure success, and schedule content.

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Teams also need to be comfortable with customer service, as social media teams will be the ones responding to customers who engage through social media tags or posts. They will also be communicating to customers through content copy, blog posts, and comment sections, so an understanding of the company voice and ideal customer is key.

To help small teams, social media management software provides marketers with the tools they need to execute an entire social media strategy, such as the tools within HubSpot’s Marketing Hub.

Social media structure by team size:

SMBs with a team member dedicated to marketing should have a general comfortability with basic marketing practices and social media experience to build an online presence. If you can afford multiple marketing roles, start specializing in marketing functions like social media manager, which can be its own role.

Enterprise teams can structure their social media team by having specialists and managers to lead and oversee social media strategy, as well as roles for day-to-day social media activities, such as creating Instagram Stories and Posts, video editing for Facebook, and content management.

Potential roles:

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  • Head Account Manager
  • Social Media Specialist
  • Content Creator
  • Social Media Analyst

Content Marketing

Skills needed: Writing, editing, organization, graphic design, project management, SEO, HTML, and storytelling

marketing team structure example: content marketing

Your content creators will be the ones making sure your brand has enough content to tell a cohesive, compelling story. The content they produce will be useful in every facet of your marketing functions, from video to blog posts.

Content creators are skilled writers; they usually know how to create a solid blog post or webinar. They also have to be keen on editing — their blogs, videos, and social media content depend on it.

This team will be the go-to for the production of high-quality multimedia assets for your business, including podcasts, videos, ebooks, or other materials as needed. They may have to work on projects with other teams to make sure the messaging is correct, so your content creators should be ready to collaborate with others.

When building this team, make sure that your content creators are familiar with online management software, like HubSpot’s Marketing Hub. This makes their job easier. Instead of having to analyze data from multiple different sources, online software keeps all of that data in one place.

Content structure by team size:

In a startup, your content creation team might also be your social media and product marketing team. Though the roles are similar, content marketers need to have good organization and time-management skills in a fast-paced environment, so make sure the person you hire can work autonomously and in a team setting.

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Hire a content creator who understands the story of your brand and brand voice. Their methods of sharing your voice through video, podcast, or ebooks should ultimately incentivize prospects to learn more about your business.

Larger companies hiring for a content creation team can hire by skill or by the needs of other teams. For example, Social Media Agencies need content creators for every client or group of clients.

Potential roles:

  • Head of Content

  • Video Producer

  • Staff Writer

  • Content Creator

  • Jr. Content Creator

Product

Skills needed: Research, analysis, strategic planning, cross-functionality, writing, customer service, a creative problem-solving mindset, technical knowledge, pricing strategy, and solving for the customer

marketing team structure example: product marketing

This team is so important because they will communicate the features and benefits of your product to the customer. They’ll organize and drive the messages of a product and how it connects to your brand and the customer.

Product marketers identify target audiences to communicate with through product pages and ad copy. In addition, product marketers need to be star planners with keen attention to detail, as they will be planning campaigns for your products or services.

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When you hire a product marketer, look for someone who demonstrates a deep understanding of overall marketing functions since, for start-ups, they might be your only marketer. They need to know how to research, analyze metrics, use that knowledge to plan future campaigns and target the customer’s needs in all of your business’s marketing materials.

In order to bring a product to life, a product marketer needs to know how to build an effective product page, and include content that will highlight that. They need to be able to present their strategies to other decision-makers and have plans for every strategy.

Product structure by team size:

The product marketer you hire as a small business owner is likely your only marketer, or the one leading marketing efforts with another team member. Hire someone with a background or demonstrated knowledge in writing, presenting marketing, and business.

Remember, the product marketer will communicate the product’s usefulness to customers, so the team member’s skills should be robust. If you are hiring for a larger team, then, you can have a little more flexibility. You can hire product marketers by product stack, so for instance, phones and personal laptops could be product stacks for a tech company.

You can structure your product marketing team by specialty, as well—a role based solely on developing copy or producing strategy, for example.

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Potential roles:

  • Brand Specialist
  • Product Marketing Specialist

Search Engine Optimization

Skills needed: Writing, editing, problem-solving, experience with programming and technical thinking, analytics, spreadsheets, drive, and the ability to adapt

marketing team structure example: search engine optimization

The SEO team will mainly be driving traffic to your webpages by optimizing content and ensuring your brand is aware of the keywords necessary to rank on the SERPs for topics related to your product or service. Occasionally, they’re also required to lend expertise to make business decisions. To accomplish these goals, SEO teams need to be made up of individuals with strong technical, programming, and writing skills.

Some SEO functions require writing, editing, and proofreading content to optimize it for audiences. This is where having a strong writing background will come in handy. SEO teams should be excellent problem-solvers and think about how to optimize content specifically for search engines.

These hires should be comfortable finding and implementing keywords, which will improve how high your business ranks on Google. They will also have to develop strategies for link building and develop a basic SEO protocol for the company.

In addition, SEO specialists should be fluent in analytics software to ensure they’re able to incorporate the lessons from those metrics into their overall strategy.

SEO structure by team size:

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If you work for a small company, your SEO strategist might be melded with another role. If that’s the case, make sure that the SEO functions are being carried out by someone who has an understanding of analytics and optimizing content for search engines, as well as conducting thorough keyword research..

In other words, if they can’t speak Google or Bing’s language, they probably aren’t the right fit.

Comprehending analytics and optimizing content for SEO purposes will help your business rank on search engines and reach new prospects, or nurture leads until they’re ready to purchase..

For businesses that are large enough to build a team, hire for different specialties within SEO. For instance, you can hire for historical optimization, link-building management, or raising webpage traffic.

From there, you can hire project managers and team managers who are experts in the field of SEO and can offer seasoned advice to other team members, as well as manage multiple SEO projects at once.

Potential roles:

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  • SEO Strategist
  • Senior SEO Strategist
  • Historical Optimization Writer

Website

Skills needed: Programming, Creative Suite programs, interpersonal communication, Website and email design, user-experience orientation, content management software, understanding of web standards and best practices, and SEO

marketing team structure example: website team

Of course, any business needs a website. And as your company grows, you may find the need to hire someone full-time to maintain your website. This team will be responsible for all things dot com, so you should hire a creative proficient in web design, web strategy, and optimization.

Your web design team will use their mastery of programming and web design tools to create and maintain the message your website is conveying. They will work closely with product marketing and content teams on web page execution, so the ability to collaborate across teams is essential.

They will be the point of contact for someone who runs into a problem on your website and should be able to fix any technical issues that may arise. You should trust your web design team to create a user experience that keeps customers coming back.

Website structure by team size:

The general function of a web designer is to make the web page experience seamless, optimized, and engaging for every visitor. They’ll use their expertise to deliver a delightful experience to customers who interact with your business’s web pages.

You can structure your web design by need, but if you can afford to build out an entire team, you can start hiring Senior Web Developers to bring your site up to current standards and maintain it, while Associate level hires can assist with those job duties as your design team grows.

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Potential roles:

  • Web Developer
  • Senior Web Developer
  • UX / UI Designer
  • Front-end Web Developer
  • Web Designer
  • Visual UX Developer
  • Graphic Design Specialist

Acquisition

Skills needed: Customer centricity, written and verbal communication, solution-driven mindset, and attention to detail

marketing team structure example: acquisition team

Though the entire marketing team should be customer-obsessed, your Acquisition team will be made up of those who live and breathe methods for delighting the customer through every step of their buyer’s journey.

Acquisition hires are the first contact with customers — they will introduce audiences to your brand. Your acquisition team will communicate to the customer as a representative and advocate for the company, and need excellent customer-facing skills and company knowledge to do so.

Another skill valued in an acquisition team is attention to detail; these teams have to be experts in how products can help customers and capitalize on little moments that can enhance the customer experience.

The biggest question for an Acquisition team to answer is, “How can we delight the customer for every stage of the buyer’s journey?” and projects should reflect that. For instance, creating compelling content offers and tracking the performance of these CTAs will be essential for teams to make impactful strategies for driving growth.

Acquisition structure by team size:

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For companies whose members don’t have the resources to build a full Acquisition team, make sure the team member you designate for acquisition can effectively communicate your brand. They should know how to delight customers every step of the way.

If you’re building a team for a larger company, hire for an Acquisition team with roles that are either exclusively customer-facing or exclusively non-customer-facing. Individual hires will be able to focus their job functions based on their interaction with customers.

For example, someone in a non-customer-facing acquisition role could have duties such as developing CTAs and content offers, so writing experience and an understanding of basic graphic design practices are critical. Customer-facing roles, then, will onboard customers, source and contact them, and identify and ease pain points they might have in their journey.

Potential roles:

  • Lead Acquisition Specialist
  • Customer Acquisition Specialist
  • Content Acquisition Manager

2. Marketing Department Structure by Function

Marketing Department Structure example by Function: small to medium size businesses

A slightly more traditional organization structure than the product structure above, the functional department structure leans heavily on the nuts and bolts of what makes great marketing work. This structure is similar to that of a bare-bones agency. It includes the pillars of taking a campaign from ideation to completion.

The functional marketing department structure works well for small teams that have limited headcount, resources, budget, and bandwidth. A team like this may be made up of a few full-time folks, part-time people, or it could be staffed completely by contractors.

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For this structure, it’s common that your marketing department won’t own a revenue number and attribution won’t be too important (non-profits, very small service-based companies). If you’re a marketer who wears many hats and needs to hire folks with a similar work ethic, try this structure.

Operations

Skills needed: workflows, automation, written and verbal communication skills, problem-solving, team-building

Your operations team is responsible for managing the technical aspects of your marketing efforts. They’ll maintain the tech stack, handle marketing automation, manage email marketing workflows, and schedule and produce webinars.

Potential roles:

  • Marketing Ops Specialist
  • Email Marketer

Creative

Skills needed: graphic design, written communication, video production, photography, copywriting, front-end web design

The creative team is in charge of what your clients or customers see when they come across your brand. This team will take on graphic design, copywriting, video production, and some web design.

Potential roles:

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  • Graphic design
  • Copywriter

Project Management

Skills needed: organization, project management, agile framework, budgeting, time management, written and verbal communication

To keep everything on schedule, within budget, and within scope, the project management team will step in. The individuals in this role will typically coordinate with both operations and creativity in order to keep things moving. They’ll manage vendors, contractors, and freelancers and also work as an event planner if needed.

Potential roles:

  • Project manager
  • Event planner
  • Vendor manager
  • Procurement specialist

3. Marketing Department Structure by Product

Marketing Department Structure example by Product: Enterprise businesses

This marketing department structure organizes marketing teams by product. You might be thinking, “But marketing doesn’t own a product?” and that is true in the literal sense of the term, but when you think of marketing as a figurative product, you can better organize people around that product’s goals.

This approach works well for enterprise teams with predictable revenue patterns that don’t need to run frequent, stand-alone marketing campaigns to generate business. If there’s a proven marketing system in place to generate demand for the business, you can leverage a product-style marketing structure to grow in new, innovative ways. Global teams may also appreciate this structure because it reduces role redundancy across regions and gives hiring managers an opportunity to recruit talent globally.

There are three typical “products” within this type of marketing structure, plus one emerging “product” that can help differentiate your business if it makes sense within your industry.

Brand Team

Skills needed: strategic thinking, written and verbal communication, creativity, copywriting, social media management, customer journey mapping, and buyer journey mapping

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Marketing Department Structure example by Product: brand team

Brand includes everything about your business and distills it in such a way that potential, new, and existing customers can relate to it and external entities can appreciate it. When you’re thinking about building your marketing team around brand as a product, consider these ideas:

  • Who would be responsible for the brand strategy?
  • Who would be responsible for the way the brand looks, sounds, reacts, and shares ideas?
  • Who would be responsible for influencing the brand in other parts of the business?
  • Who would be responsible for the day-to-day championing of the brand?

Growth Team

Skills needed: Content marketing, content strategy, SEO, copywriting, web design, UI/UX design, and HTML

Marketing Department Structure example by Product: growth team

Growth marketing is responsible for generating demand and leads for the business either in existing or new markets. When you’re thinking about building your marketing team around growth as a product, consider these ideas:

  • Who determines how much we grow, how fast we grow, and in which markets we grow?
  • In which channels do growth opportunities exist?
  • What is the short and long-term payoff of the growth strategy?

Acquisition Team

Skills needed: conversion rate optimization, UI / UX design, HTML, content development, content design, and data analysis

Marketing Department Structure example by Product: acquisition team

Once you’ve drawn the audience in and you’ve set growth goals, you’ll look to your acquisition “product” to secure leads and fill the pipeline for sales. When you’re thinking about building your marketing team around acquisition as a product, consider these ideas:

  • Who would be responsible for the acquisition strategy?
  • Who will be responsible for lead scoring and lead nurturing?
  • How will the team attribute success?

Media Team

Skills needed: Video production, video editing, public speaking, creative writing, research, data analysis, and journalism

Marketing Department Structure example by Product: media team

This emerging marketing “product” can and should encompass each of the three mentioned above, but it does so with an emphasis on the audience experience. Media products are best built when your brand product has a strong foothold in the market. When you’re thinking about building your marketing team around media as a product, consider these ideas:

  • Is my company’s brand well-respected and sought after for thought leadership, publishing opportunities with highly-respected institutions, and generally regarded for setting the industry standard?
  • Are both customers and non-customers engaging with existing marketing content from my company?
  • Do the decision-makers within my industry consume media regularly enough to make this “product” worthwhile?

Types of Marketing Team Roles & Positions

Any successful marketing department structure needs a leadership and individual contributor hierarchy. How deep or wide you choose to organize your team is up to you, but here are the primary roles (in total or in part) you can expect to see in any marketing team.

Use this list to ascertain which roles you already have on your team, who in your company you can prepare for these roles, and who you should hire next.

Marketing People Leader Roles

1. Chief Marketing Officer (CMO)

Decision-making, owning the vision, and championing the team culture is the job of the CMO. This role sets the tone and standard for the entire marketing team and makes the call when the structure needs to change. The CMO reports to the CEO of the company with regard to how marketing is contributing to the business’s bottom line.

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2. Vice President of Marketing

Setting the strategy for the marketing department at a high level is the responsibility of the VP. VPs may have ownership of specific products, functions, or disciplines which shapes the details of what this role looks like. They’ll have directors as direct reports and will interface regularly with skip-level reports.

3. Director of Marketing

You may see this role called a “Head of” instead of a director. The director of marketing is closely tied to their specific team which could be the entire marketing department at smaller companies or a subteam, like social media, for larger orgs. Their duties consist of putting the strategy from the VP into an actionable plan that managers can rally their teams around.

4. Marketing Manager

Marketing managers are people leaders on the front lines who manage individual contributors. Their day-to-day consists of weekly check-ins with direct reports and the director of marketing. They’re responsible for guiding their team toward meeting the goals and KPIs of the strategy.

Marketing Individual Contributor Roles

1. Marketing Consultant

A marketing consultant is typically an expert in a specific discipline like SEO or content creation. They are hired as a freelancer, contractor, or even on a part-time basis to help marketing teams reach their goals. Marketing consultants are critical to the mission of the team, but their expertise is needed in a limited capacity. If you don’t need a full-time hire on your marketing team, but would like to explore new channels, strategies, and tactics, consider bringing on a marketing consultant.

2. Principal Marketer

This individual contributor role is one of the highest-level full-time roles an individual contributor can attain in their career. These individuals are masters of their discipline rather than a jack of all trades. Internal and external team members look to them for guidance and industry-standard best practices. They may have more than a decade of experience in their discipline, but oftentimes, they have even more experience in other areas of marketing under their belt.

3. Senior Marketer

A senior marketer is one step below the principal marketer. They’re honing their skills in a specific discipline, but they may take on projects with a wider scope to build other soft and hard skills. They’re savvy with the latest trends in the marketing space and can serve as a mentor to junior members of the team.

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4. Marketing Specialist

A marketing specialist plays more of a generalist role on the team. If the principal marketer is a master of one, the marketing specialist is a jack of all trades. They’re encouraged to explore a wide variety of marketing disciplines to gain an understanding of how tactics work together to achieve the strategy. From there, they’ll develop their skill set in one area of marketing that they’ll use to guide the rest of their careers.

5. Marketing Coordinator/ Marketing Associate

A marketing associate is an entry level position for recent graduates or new marketing professionals who want to change careers. They’ll take on ad-hoc assignments in various marketing departments and begin to build relationships with more senior team members. They may have an interest in one area of marketing, but they’ll work on several projects to become familiar with marketing as a whole.

6. Marketing Intern

The marketing intern is a temporary employee that is completing a degree of some kind, usually in an area of marketing or communications. They’ll explore various disciplines during their time in the company and learn how to apply the marketing lessons they learn in class to real-world situations. They may be offered a full-time position as a marketing associate or coordinator upon graduation.

How to Build a Marketing Team

1. Create a hiring strategy.

Before you can hire anyone, you need to put a strategy in place for building your marketing team.

You’ll need a clear understanding of your organization’s hierarchy. Consider how the roles within these teams overlap. For example, think about how the Acquisition and Content teams will work together.

2. Write the job descriptions.

After that, you can start to write the job descriptions and begin recruiting.

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You can post jobs on your website, or on job boards like Indeed. When the applications begin rolling in, you can start to interview and vet your candidates.

It’s important that the people you hire mesh well with your team, so don’t hesitate to ask marketing friends for referrals.

Additionally, pay attention to LinkedIn connections while you’re vetting potential candidates in case you have a mutual connection. Leadership skills and the ability to fit in with your company’s culture are key here.

Plus, keep in mind that you want to hire experts. Your team should have experience and know what they’re doing.

3. Source candidates.

Before you begin recruiting candidates from external sources, look to your current team to see if anyone is interested in a marketing career. Not only does an internal candidate give you an opportunity to help someone progress their career, it saves you time and resources that you’d otherwise spend looking for external talent and getting them up to speed on your business.

If you’ve exhausted your internal talent pool or you need a more specialized skill set, there are several resources available to make this happen. Look to recruiters, headhunters, and candidate sources to help with the search. You can also browse candidate collectives or private membership groups like Black Marketers Association of America to list your job posting.

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4. Extend an offer.

There’s a lot of discourse about how to interview for top marketing talent. How many interviews are too many? How do you know which candidate is the right fit? How long should the process take? We know that can be a challenge for small and large companies alike, so use this free resource to understand what you need to ask to evaluate your candidates objectively.

Once you’re ready to extend an offer, consider all the variables: their experience, their interview performance, their formal marketing training (courses, degrees, certifications), and any special skills that will help round out your team.

Use this information to craft a fair offer that aligns what they bring to the table with what the market demands. Be prepared for negotiations and questions about commonly overlooked benefits like insurance, on-call responsibilities, and professional development allowances.

5. Onboard the team.

After you’ve hired your team, you aren’t done building a great team. Building a great team continues long after the hiring process. For example, your onboarding process should help your employees understand the team culture.

Over time, building a great team is about documenting your goals, identifying gaps, and iterating on your process.

Build Your Marketing Dream Team

Hiring the best talent will require knowing the best skills for each role. Even if you’re hiring for a startup or small business and only have resources for 1-2 marketing roles at the moment, it’s still helpful to know the most transferable skills that will help you hire people who can grow into new roles in the future.

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When you start with the right structure for your business type, put the right steps in place for hiring, and get the team aligned on a common vision, you’ll have a marketing team that will make even some fortune 100 companies envious.

Editor’s note: This post was originally published in November 2014 and has been updated for comprehensiveness.

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Effective Communication in Business as a Crisis Management Strategy

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Effective Communication in Business as a Crisis Management Strategy

Everyday business life is full of challenges. These include data breaches, product recalls, market downturns and public relations conflicts that can erupt at any moment. Such situations pose a significant threat to a company’s financial health, brand image, or even its further existence. However, only 49% of businesses in the US have a crisis communications plan. It is a big mistake, as such a strategy can build trust, minimize damage, and even strengthen the company after it survives the crisis. Let’s discover how communication can transform your crisis and weather the chaos.

The ruining impact of the crisis on business

A crisis can ruin a company. Naturally, it brings losses. But the actual consequences are far worse than lost profits. It is about people behind the business – they feel the weight of uncertainty and fear. Employees start worrying about their jobs, customers might lose faith in the brand they once trusted, and investors could start looking elsewhere. It can affect the brand image and everything you build from the branding, business logo, social media can be ruined. Even after the crisis recovery, the company’s reputation can suffer, and costly efforts might be needed to rebuild trust and regain momentum. So, any sign of a coming crisis should be immediately addressed. Communication is one of the crisis management strategies that can exacerbate the situation.  

The power of effective communication

Even a short-term crisis may have irreversible consequences – a damaged reputation, high employee turnover, and loss of investors. Communication becomes a tool that can efficiently navigate many crisis-caused challenges:

  • Improved trust. Crisis is a synonym for uncertainty. Leaders may communicate trust within the company when the situation gets out of control. Employees feel valued when they get clear responses. The same applies to the customers – they also appreciate transparency and are more likely to continue cooperation when they understand what’s happening. In these times, documenting these moments through event photographers can visually reinforce the company’s messages and enhance trust by showing real, transparent actions.
  • Reputation protection. Crises immediately spiral into gossip and PR nightmares. However, effective communication allows you to proactively address concerns and disseminate true information through the right channels. It minimizes speculation and negative media coverage.
  • Saved business relationships. A crisis can cause unbelievable damage to relationships with employees, customers, and investors. Transparent communication shows the company’s efforts to find solutions and keeps stakeholders informed and engaged, preventing misunderstandings and painful outcomes.
  • Faster recovery. With the help of communication, the company is more likely to receive support and cooperation. This collaborative approach allows you to focus on solutions and resume normal operations as quickly as possible.

It is impossible to predict when a crisis will come. So, a crisis management strategy mitigates potential problems long before they arise.

Tips on crafting an effective crisis communication plan.

To effectively deal with unforeseen critical situations in business, you must have a clear-cut communication action plan. This involves things like messages, FAQs, media posts, and awareness of everyone in the company. This approach saves precious time when the crisis actually hits. It allows you to focus on solving the problem instead of intensifying uncertainty and panic. Here is a step-by-step guide.  

Identify your crisis scenarios.

Being caught off guard is the worst thing. So, do not let it happen. Conduct a risk assessment to pinpoint potential crises specific to your business niche. Consider both internal and external factors that could disrupt normal operations or damage the online reputation of your company. Study industry-specific issues, past incidents, and current trends. How will you communicate in each situation? Knowing your risks helps you prepare targeted communication strategies in advance. Of course, it is impossible to create a perfectly polished strategy, but at least you will build a strong foundation for it.

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Form a crisis response team.

The next step is assembling a core team. It will manage communication during a crisis and should include top executives like the CEO, CFO, and CMO, and representatives from key departments like public relations and marketing. Select a confident spokesperson who will be the face of your company during the crisis. Define roles and responsibilities for each team member and establish communication channels they will work with, such as email, telephone, and live chat. Remember, everyone in your crisis response team must be media-savvy and know how to deliver difficult messages to the stakeholders.

Prepare communication templates.

When a crisis hits, things happen fast. That means communication needs to be quick, too. That’s why it is wise to have ready-to-go messages prepared for different types of crises your company may face. These messages can be adjusted to a particular situation when needed and shared on the company’s social media, website, and other platforms right away. These templates should include frequently asked questions and outline the company’s general responses. Make sure to approve these messages with your legal team for accuracy and compliance.

Establish communication protocols.

A crisis is always chaotic, so clear communication protocols are a must-have. Define trigger points – specific events that would launch the crisis communication plan. Establish a clear hierarchy for messages to avoid conflicting information. Determine the most suitable forms and channels, like press releases or social media, to reach different audiences. Here is an example of how you can structure a communication protocol:

  • Immediate alert. A company crisis response team is notified about a problem.  
  • Internal briefing.  The crisis team discusses the situation and decides on the next steps.  
  • External communication. A spokesperson reaches the media, customers, and suppliers.
  • Social media updates. A trained social media team outlines the situation to the company audience and monitors these channels for misinformation or negative comments.
  • Stakeholder notification. The crisis team reaches out to customers and partners to inform them of the incident and its risks. They also provide details on the company’s response efforts and measures.
  • Ongoing updates. Regular updates guarantee transparency and trust and let stakeholders see the crisis development and its recovery.

Practice and improve.

Do not wait for the real crisis to test your plan. Conduct regular crisis communication drills to allow your team to use theoretical protocols in practice. Simulate different crisis scenarios and see how your people respond to these. It will immediately demonstrate the strong and weak points of your strategy. Remember, your crisis communication plan is not a static document. New technologies and evolving media platforms necessitate regular adjustments. So, you must continuously review and update it to reflect changes in your business and industry.

Wrapping up

The ability to handle communication well during tough times gives companies a chance to really connect with the people who matter most—stakeholders. And that connection is a foundation for long-term success. Trust is key, and it grows when companies speak honestly, openly, and clearly. When customers and investors trust the company, they are more likely to stay with it and even support it. So, when a crisis hits, smart communication not only helps overcome it but also allows you to do it with minimal losses to your reputation and profits.

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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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