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How to Win Potential Consumers with Customer Journey Mapping on Google

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How to Win Potential Consumers with Customer Journey Mapping on Google

The author’s views are entirely his or her own (excluding the unlikely event of hypnosis) and may not always reflect the views of Moz.

If your website is like most others, there is likely a mismatch between the content you provide, and what your prospective customers search for on Google.

This article is about understanding your potential customers and their conversation with Google by using the customer journey mapping method to provide them with the best content. The idea came to me when watching internal user experience teams at our agency, and I hope it will inspire you as an SEO to leave your spreadsheets for a moment and start working with sticky notes (yeah, sticky notes).

Later in the article, as an example of the method, I will show you how a Danish insurance firm managed to come out of nowhere and dominate the conversation for a strategically important insurance product.

I have built +100 customer journey maps over the last year, so I am excited to share my knowledge with you.

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I will come back to this later, but let’s get a few definitions in place first:

What is a customer journey?

The customer journey is a model, which describes the stages a prospective customer goes through in order to convert to your solution. It is a way for us as marketers to understand what challenges a user confronts during their journey. When we understand it, we know how our marketing efforts should show up at every stage.

There are many different customer journey models, but I prefer the classic AIDA model, adding the Loyalty stage at the end.

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Here is a description of the five stages with examples of typical Google queries:

Awareness: The prospects realize that they have a problem or desire and actively start searching on Google. For example, they may think, “Hey, I’m coughing. How do I get rid of it?” and search for “How to stop coughing?” (40K monthly queries in the US).

Interest: The prospects start searching for simple solution queries. An example is “cough medicine” (59K monthly queries). In this stage, they will also look for substitutes (e.g. “honey ginger tea”).

Desire: The prospects become more educated and refine their search to find the right solution for them. They search for different attributes of the product such as segments (“infant cough medicine”) and types (“non drowsy cough medicine”). This is also the customer journey stage where users subsequently get into the buying mode with best/cheapest/discount queries (e.g. “best coughing medicine for dry cough”). They also begin to search for brands. Typical queries on Google could be “Delsym cough medicine” (5.2K monthly queries) and comparison queries, like “Delsym vs Robitussin” (1.6K monthly queries).

Action: The prospects have made their choice and are ready to take action. A typical search would be “Delsym near me” (90 monthly queries).

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Loyalty: The prospects have turned into clients and could have questions about the newly purchased product. A typical example could be “Delsym side effects”.

What is customer journey mapping on Google?

Customer journey mapping is a traditional exercise when working with user experience (UX), trying to visualize the typical touchpoints for a user and thereby understand how to create a frictionless experience.

As I mentioned in the intro, I had a light bulb moment watching our UX teams. Why couldn’t SEOs adopt this practice and map up the customer journey with Google data? Where UX teams use qualitative interviews, eye tracking, client feedback and gut feeling, Google data is the hard data that’s missing.

The idea of doing customer journey mapping on Google was born.

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We have the data right at our feet. With Google’s own data sources (e.g. Google Search Console) and third party tools (e.g. Moz Keyword Explorer), SEOs can map out a large part of the customer journey.

Just look at your user data in Google Analytics, and you will see how dominant Google is. According to a study by GrowthBadger, across industries 50-90% of all traffic came from Google. While social media is a great activation channel in 2022, prospects still go to Google when they need to educate themselves before they contact you.

By mapping the entire customer journey on Google we understand:

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  1. What are the major topics that potential clients are querying on Google?

  2. What is the search intent behind the conversation potential clients are having with Google, that might match our USPs?

  3. Where are the “peak ends”, meaning the most important conversation touchpoints on Google, that can win or lose a future customer?

  4. What is the timeline of search intent, so we understand how to prioritize content development?

Why you should use customer journey mapping on Google

There are three main arguments for why you should use customer journey mapping.

1) Targeting specific keywords is outdated. We need to focus on owning user intent instead.

Especially with Google’s introduction of BERT in September 2019, they understand searches better than ever. And with their MUM update, the search experience will become even more impressive. This also means that we, the SEOs, have to adapt to these advances, focus less on targeting specific keywords, and instead focus on the user intent.

To give an example, all the keywords below have the same intent and should be seen as one:

The total monthly search volume for this search intent is 4,000 monthly queries in the US, so this is a big touchpoint to overlook in your content, if you sell sleeping bags.

2) We need to share SEO data insights with marketing teams – and do it fast.

It should be our aim to break out of the SEO silo and ensure that SEO supports marketing strategies and activities.

People in your marketing department may not even know that Google Search Console exists, and even fewer may have access, so SEOs need to share the insights from this goldmine of data.

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SEO silo analysis can take weeks, but when aligning with the rest of the company, speed is crucial. Decisions in marketing are made on a daily basis, so SEOs need to be able to provide data quickly. A customer journey map can be created inside a few hours, and is a great way to visualize data in ways that any non-SEO can understand.

3) Topic clustering doesn’t give you the full picture.

Are you already working with topic clustering and think that customer journey mapping sounds like the same? It’s not.

A normal topic cluster only covers the Interest/Desire stages in the customer journey. A topic cluster consists of the main page (the money page), which ranks for the most important keyword (e.g. “car insurance”) and various supporting pages (pillar pages), which will rank for secondary keywords (e.g. “car insurance for teens” and “car insurance calculator”).

Customer journey mapping covers the full customer journey including the early part of the funnel and the post-sales stage. These two stages are important to pay attention to, in order to be seen as a topical authority by Google, and of course to help your prospective consumer along their entire journey.

Early-funnel

Studies have shown that helping a user early in the process will make them remember you later on. At an early stage of the journey, the prospect is not yet aware of the solution, so they will do symptom queries. This type of query isn’t so easy to identify, but this also means that your competitors are probably missing out on them. This can be a great opportunity for extra traffic.

To research symptom queries you need to think like your prospect. What would they search for when they aren’t sure what they’re looking for? A way to validate if the symptom queries are relevant for you, check in “Related searches” at the bottom of page one on Google, if any solution queries are listed. It is an indicator, if it is a relevant query or not.

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Another important aspect is to educate the prospect so they won’t choose the wrong solution. In my last Moz Blog post on SEO sprints, I showed an example of prospects searching for yellow-tinted glasses for driving at night. This is the wrong solution, because opposing cars have blue lights. This is important content to provide your audience, in order to lead prospects in the right direction. What is a misconception in your industry?

Post-sale

The post-sale queries are very valuable, because these are queries done by actual clients. This is not only about helping them out with their actual problem, but it is also an important touchpoint to warm them up for their next conversion.

If you want to identify post-sale queries quickly, then use this regex formula in your Google Search Console:

b(clean|broken|wash off|shattered|polish|problem|treat|doesn’t work|replace|doesn’t start|scratch|repair|manual|fix|protect|renew|coverage|warranty)[” “]

If you do not rank well for the queries that show up, then you most likely have a content gap.

Not all of your content will convert directly. Some content is more apt for micro conversions (see a video, read another piece of content, download pdf). With customer journey mapping, you’re forced to place the search intent in order of appearance. This will help you understand how to structure your content and what a piece of content should do.

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How to build a customer journey map using Google data

Let me walk you through the process.

Step 1 : Define your persona and your objective

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What do we want to obtain, and who is our persona/s? This important first step ensures that we create the scope for the mapping.

Step 2 : Get the data and map out the intents

Next up is to map out the user intent. I will initially use the client’s Google Search Console.

I will filter 12 months of data for a specific keyword. I will then go through my keyword list. In this example I am doing a map for “Natural playgrounds”. One intent is “natural playground equipment”. I have marked three queries below, which have the same intent: Natural playground equipment, Nature playground equipment and Nature play equipment.

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This is one intent identified. Usually, I write the intent on a sticky note with the search volume and the average ranking. Here is an example below from a session.

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When I am not able to find more intents in Google Search Console I will add data from third party tools such as Moz Explorer. Here I have inserted the keyword “Natural playground” in the suggestion box, and a list of relevant keywords appear.

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Step 3 : Map the post-its in a funnel

I then draw up a sales funnel on a whiteboard, where I place the sticky notes. I will move them around and cluster them, where it makes sense. I will eventually revisit my tools to get more data, if I see gaps in the funnel. This should be a quick process. This is how my whiteboard ends up looking:

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When I have completed this exercise I have a great understanding of the prospects’ conversation with Google. The next step is to insert the intents in PowerPoint, so it can be presented to the client. Here is an example. The traffic lights show how the site performs (Green = Rank 1-3 in Google. Yellow = Rest of page 1. Red = Page 2 or worse.). The size of the bubbles represent the search volume.

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When a map like this is presented, it will naturally kick-start a focus on how we can convert all the intents to green.

How a Danish insurance firm won prospects with customer journey mapping

Købstædernes Forsikring is one of the oldest insurance firms in Denmark, established in 1731. Historically, they have not focused on SEO, so when I started helping them, they had very little non-branded presence on Google.

Step 1 – We want to own the conversation on Google for “salary insurance”

“Salary insurance” is a product offered by all the insurance industry players. If you lose your job, then with this insurance, you can cover 90% of your salary. This is a strategically important product for Købstædernes, and Google is a big touchpoint in their prospects’ customer journey.

Step 2 – Let’s get the data for “salary insurance” and create a customer journey map

To get an understanding of potential customer search intent, we created the following customer journey map. Each bubble represents a search intent. The size of the bubble shows the relative search volume and the color represents their average ranking. I use traffic light colors to visualize this (Green: ranks in top 3, Yellow: Rank 4-10, Red: Outside page 1 on Google).

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To map out the conversation with Google, I used their Google Search Console data, supported with third party tools such as Moz Keyword Explorer. Furthermore, I held an interview with the product team to understand the potential client profiles better, so I could identify the initial symptom searches.

Since the marketing team at Købstædernes are not SEO savvy, then a customer journey map was a great way to explain that we were not part of the conversation at all. They immediately grasped our starting point, and could help by identifying the interesting conversations we should be part of. Furthermore, they could take the conversation insights and use them in the rest of their marketing mix.

Step 3 – Executing on the insights from the customer journey map

When the marketing team signed off on the journey map, we moved on to the second part, which was to understand what content to build, repurpose, and optimize. To be able to match topics between prospects’ conversation with Google and the content on the website, we needed to optimize 10 pages and create five new pages.

As with most organizations, Købstædernes does not have unlimited resources. Thus, the customer journey map was a great asset to understand how to prioritize their efforts. Content in the lower funnel should be produced first.

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Over a period of two months, my small team managed to perform these tasks. While it is not the topic of this article I would like to mention that a project management tool such as Asana, Monday.com, Trello or other is necessary to ensure an efficient process. If you use a spreadsheet (Excel, Google Sheets or other) focus on tasks can easily be forgotten. With a project management tool you can assign tasks, set deadlines, describe tasks and sub tasks, insert tags etc. I see it time and time again that when key employees leave a SEO project is put on hold. I would therefore strongly urge you to use one of these tools to avoid brain drain and focus.

The results after 10 months

Here is the development after 10 months. As you can see, we have managed to own a big chunk of the conversation:

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Traffic has gradually increased, with 100% growth for the last three months compared to the prior period.

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In summary

Google is by far the biggest touchpoint in most customer journeys across industries, so it is obvious that hard data from Google Search Console and third-party tools such as Moz Keyword Explorer can help us understand user intent. Customer journey mapping on Google is a model to enable the data by visualizing it, ensuring that the full marketing team understands the prospects’ conversation with Google.

At the same time, it gives a clear overview of content prioritization, which is an important point, since most teams have limited resources.

Let me end with a few tips about customer journey maps:

  1. Make sure you have a clear goal with your customer journey. If there is more than one goal, break the customer journey into several different customer journey maps.

  2. Understand your USPs to focus on the relevant search intent. If necessary, break down the broader user intents into smaller ones on underlying customer journey maps, to get a better overview.

I hope this blog post about customer journey mapping has inspired you to think about how you can understand your prospects’ conversation with Google in a new way. Happy mapping!

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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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