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How to Create Detailed Buyer Personas for Your Business [Free Persona Template]

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How to Create Detailed Buyer Personas for Your Business [Free Persona Template]

Marketing Margie. Sales Sam. IT Isabel. Accounting Alan.

Do you know who your business’s buyer personas are? And if so, how much do you know about them?

Buyer personas are semi-fictional representations of your ideal customers based on data and research. They help you focus your time on qualified prospects, guide product development to suit the needs of your target customers, and align all work across your organization (from marketing to sales to service).

As a result, you’ll be able to attract high-value visitors, leads, and customers to your business who you’ll be more likely to retain over time.

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More specifically, having a deep understanding of your buyer persona(s) is critical to driving content creation, product development, sales follow up, and really anything that relates to customer acquisition and retention.

“Okay, so personas are really important to my business. But … how do I actually make one?”

Ahh … the million-dollar question. The good news is, they aren’t that difficult to create. It’s all about how you obtain your market research and customer data, and then present that information within your business.

Follow along with this guide and download these persona templates to simplify this process. Before you know it, you’ll have complete, well-planned buyer personas to show off to your entire company!

Before we dive into the buyer persona-creation process, let’s pause to understand the impact of well-developed buyer personas on your business (most specifically, your marketing efforts).

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Why exactly are buyer personas so important to your business?

Buyer personas help you understand your customers (and prospective customers) better. This makes it easier for you to tailor your content, messaging, product development, and services to meet the specific needs, behaviors, and concerns of the members of your target audience.

Use HubSpot persona templates to easily organize your audience segments and make your marketing stronger

For example, you may know your target buyers are caregivers, but do you know what their specific needs and interests are? What is the typical background of your ideal buyer? In order to get a full understanding of what makes your best customers tick, it’s critical to develop detailed personas for your business.

The strongest buyer personas are based on market research as well as insights you gather from your actual customer base (through surveys, interviews, etc.).

Depending on your business, you could have as few as one or two personas, or as many as 10 or 20. But if you’re new to personas, start small — you can always develop more personas later if needed.

What about “negative” buyer personas?

While a buyer persona is a representation of your ideal customer, a negative — or “exclusionary” — persona is a representation of who you dont want as a customer.

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For example, this could include professionals who are too advanced for your product or service, students who are only engaging with your content for research/ knowledge, or potential customers who are just too expensive to acquire (because of a low average sale price, their propensity to churn, or their unlikeliness to purchase again from your company).

How can buyer personas be used in marketing?

At the most basic level, developing personas allows you to create content and messaging that appeals to your target audience. It also enables you to target or personalize your marketing for different segments of your audience.

For example, instead of sending the same lead nurturing emails to everyone in your database, you can segment by buyer persona and tailor your messaging to what you know about those different personas.

Furthermore, when combined with lifecycle stage (i.e. how far along someone is in your sales cycle), buyer personas also allow you to map out and create highly targeted content. (You can learn more about how to do that by downloading our Content Mapping Template.)

And if you take the time to also create negative personas, you’ll have the added advantage of being able to segment out the “bad apples” from the rest of your contacts, which can help you achieve a lower cost-per-lead and cost-per-customer — and, therefore, see higher sales productivity.

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Different Types of Buyer Personas

While beginning work on your personas, you may ask yourself, “What are the different types of buyer personas?” From there, it’d be simple to adjust one for your business — right? 

Well, that’s not exactly how it works — there isn’t a set list of universally-recognized buyer personas to choose from, nor is there a standard for the number of personas you need. This is because each business (no matter how many competitors they have) is unique — and for that reason, their buyer personas should be unique to them, too.

For these reasons, identifying and creating your different buyer personas can, at times, be slightly challenging. This is why we recommend using HubSpot’s Make My Persona generator (as well as HubSpot’s persona templates) to simplify the process of creating different personas. 

In general, companies may have the same, or similar, categories for their buyer personas (e.g. a marketer, an HR rep, an IT manager, etc.). But the different personas your business has and the number of them your business requires will be tailored to who your target audience includes and what you offer your customers.

Now, are you ready to start creating your buyer personas?

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How to Create Buyer Personas

Buyer personas can be created through research, surveys, and interviews — all with a mix of customers, prospects, and those outside your contacts database who might align with your target audience.

Here are some practical methods for gathering the information you need to develop personas:

  • Look through your contacts database to uncover trends about how certain leads or customers find and consume your content.

  • Use form fields that capture important persona information when creating forms to use on your website. For example, if all of your personas vary based on company size, ask each lead for information about company size on your forms.

  • Consider your sales team’s feedback on the leads they’re interacting with most. What generalizations can they make about the different types of customers you serve best?

  • Interview customers and prospects to discover what they like about your product or service.

Now, how can you use the above research to create your personas?

Once you’ve gone through the research process, you’ll have a lot of meaty, raw data about your potential and current customers. But what do you do with it? How do you distill all of it so it’s easy for everyone to understand all the information you’ve gathered?

The next step is to use your research to identify patterns and commonalities from the answers to your interview questions, develop at least one primary persona, and share that persona with the rest of the company.

Use our free, downloadable persona template to organize the information you’ve gathered about your persona(s). Then share these slides with the rest of your company so everyone can benefit from the research you’ve done and develop an in-depth understanding of the person (or people) they’re targeting every day at work.

Here’s how to work through the steps involved in creating your buyer personas in more detail. 

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1. Fill in your persona’s basic demographic information.

Ask demographic-based questions over the phone, in person, or through online surveys. (Some people are more comfortable disclosing personal information like this.)

It’s also helpful to include some descriptive buzzwords and mannerisms of your persona that you may have picked up on during your conversations to make it easier for people on your team to identify certain personas when they’re talking to prospects.

Here’s an example of how you might complete Section 1 in your template for one of your personas:

buyer persona demographic

Download this Template

2. Share what you’ve learned about your persona’s motivations.

This is where you’ll distill the information you learned from asking “why” during those interviews. What keeps your persona up at night? Who do they want to be? Most importantly, tie that all together by telling people how your company can help them.

buyer persona motivations

Download this Template

3. Help your sales team prepare for conversations with your persona.

Include some real quotes from your interviews that exemplify what your personas are concerned about, who they are, and what they want. Then create a list of the objections they might raise so your sales team is prepared to address those during their conversations with prospects.

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buyer persona research

Download this Template

4. Craft messaging for your persona.

Tell people how to talk about your products/ services with your persona. This includes the nitty-gritty vernacular you should use, as well as a more general elevator pitch that positions your solution in a way that resonates with your persona.

This will help you ensure everyone in your company is speaking the same language when they’re having conversations with leads and customers.

buyer persona messaging

Download this Template

Finally, make sure you give your persona a name (e.g. Finance Manager Margie, IT Ian, or Landscaper Larry) so everyone internally refers to each persona the same way, allowing for cross-team consistency.

How to Find Interviewees for Researching Buyer Personas

One of the most critical steps to establishing your buyer persona(s) is finding some people to speak with to suss out, well, who your buyer persona is.

That means you’ll have to conduct some interviews to get to know what drives your target audience. But how do you find those interviewees? There are a few sources you should tap into:

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1. Use your current customers.

Your existing customer base is the perfect place to start with your interviews because they’ve already purchased your product and engaged with your company. At least some of them are likely to exemplify your target persona(s).

Don’t just talk to people who love your product and want to spend an hour gushing about you (as good as that feels). Customers who are unhappy with your product will show other patterns that will help you form a solid understanding of your personas.

For example, you might find that some of your less happy customers have bigger teams and need greater collaboration functionality from your product. Or, you may find they find your product too technical and difficult to use. In both cases, you learn something about your product and what your customers’ challenges are.

Another benefit to interviewing current customers is that you may not need to offer them an incentive (e.g. gift card) to do so. Customers often like being heard — interviewing them gives them a chance to tell you about their world, their challenges, and what they think of your product.

Customers also like to have an impact on the products they use. So, as you involve them in interviews like this, you may find they become even more loyal to your company. When you reach out to customers, be clear that your goal is to get their feedback, and that their feedback is highly-valued by your team.

2. Use your prospects.

Be sure to interview people who have not purchased your product and don’t know much about your brand, too. Your current prospects and leads are a great option here because you already have their contact information.

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Use the data you do have about them (i.e. anything you’ve collected through lead generation forms or website analytics) to figure out who might fit into your target personas.

3. Use your referrals.

You’ll probably also need to rely on some referrals to talk to people who may fit into your target personas, particularly if you’re heading into new markets or don’t have any leads or customers yet.

Use your network — such as your coworkers, existing customers, social media contacts — to find people you’d like to interview and be introduced to. It may be tough to get a large volume of people this way, but you’ll likely get some very high-quality interviews out of it.

If you don’t know where to start, try searching on LinkedIn for people who may fit into your target personas and see which results have any connections in common with you. Then, reach out to your common connections for introductions.

4. Use third-party networks.

For interviewees who are completely removed from your company, there are a few third-party networks you can recruit from. Craigslist allows you to post ads for people interested in any kind of job and UserTesting.com allows you to run remote user testing (with some follow-up questions).

You’ll have less control over sessions run through UserTesting.com, but it’s a great resource for quick user testing recruiting.

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Now that how to identity interviewees, let’s look at some tips for recruiting them.

Tips for Recruiting Interviewees

As you reach out to potential interviewees, here are a few ideas to improve your response rates.

1. Use incentives.

While you may not need them in all scenarios (e.g. customers who already want to talk to you), incentives give people a reason to participate in an interview if they don’t have a relationship with you. A simple gift card is an easy option.

2. Be clear that this isn’t a sales call.

This is especially important when dealing with non-customers. Be clear that you’re doing research and that you just want to learn from them. You are not getting them to commit to a one-hour sales call; you’re getting them to commit to telling you about their lives, jobs, and challenges.

3. Make it easy to say yes.

Take care of everything for your potential interviewee — suggest times but be flexible, allow them to pick a time right off the bat, and send a calendar invitation with a reminder to block off their time.

4. Decide how many people you need to interview.

Unfortunately, the answer is, it depends. Start with at least three-to-five interviews for each persona you’re creating. If you already know a lot about your persona, then that may be enough. You may need to do multiple interviews in each category of interviewees (customers, prospects, people who don’t know your company).

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The rule of thumb is when you start accurately predicting what your interviewee is going to say, it’s probably time to stop. Through these interviews, you’ll naturally start to notice patterns.

Once you start expecting and predicting what your interviewee is going to say, that means you’ve interviewed enough people to find and internalize these patterns.

5. Determine which questions you’ll ask interviewees.

It’s time to conduct the interview! After the normal small talk and thank-you’s, it’s time to jump into your questions. There are several categories of questions you’ll want to ask in persona interviews to create a complete persona profile.

20 Questions to Ask in Persona Interviews

The following questions are organized into eight categories, but, feel free to customize this list and remove or add more questions that may be appropriate for your target customers.

1. Role Questions
  • What is your job role? Your title?
  • How is your job measured?
  • What does a typical day look like?
  • What skills are required to do your job?
  • What knowledge and tools do you use in your job?
  • Who do you report to? Who reports to you?
2. Company Questions
  • In which industry or industries does your company work?

  • What is the size of your company (revenue, employees)?
3. Goal Questions
  • What are you responsible for?
  • What does it mean to be successful in your role?
4. Challenge Question
  • What are your biggest challenges?
5. Watering Hole Questions
  • How do you learn about new information for your job?
  • What publications or blogs do you read?
  • What associations and social networks do you participate in?
6. Personal Background Questions
  • Describe your personal demographics (if possible, ask their age, whether they’re married, and if they have children).
  • Describe your educational background. What level of education did you complete, which schools did you attend, and what did you study?
  • Describe your career path. How did you end up where you are today?
7. Shopping Preference Questions
  • How do you prefer to interact with vendors (e.g. email, phone, in person)?
  • Do you use the internet to research vendors or products? If yes, how do you search for information?
  • Describe a recent purchase. Why did you consider a purchase, what was the evaluation process, and how did you decide to purchase that product or service?
8. The “Why?” Question

This is the number one tip for a successful persona interview.

The follow-up question to pretty much every question in the above list should be “why?” Through these interviews, you’re trying to understand your customers’ (or potential customers’) goals, behaviors, and motivators. But keep in mind that people aren’t always great at reflecting on their behaviors to tell you what drives them at their core.

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You don’t care that they measure the number of visits to their website, for example. What you care about is that they measure these visits as a way to show their higher-ups that they’re doing a good job.

Start with a simple question — for instance, “What is your biggest challenge?” Then spend a good amount of time diving deeper into that one question to learn more about that person. You learn more by asking, “why?” than more superficial questions.

 

Buyer Persona Examples

Let’s go over some examples of completed buyer personas to get a better understanding of what they look like. 

B2B Buyer Persona Example

The image below is a B2B buyer persona for someone who works in HR. The persona paints a clear picture of the target customer’s struggles and how the business can best meet those needs which, in this case, is HR recruiting tools that streamline processes, make recruiting easier, and help HR expertly manage their overall job duties. 

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b2b buyer persona example

B2C Buyer Persona Example

The image below is a B2C buyer persona for a music streaming service. 

buyer persona examples: b2c buyer persona

Based on this persona, a streaming service would want to ensure that it has a mobile app that is user-friendly, sends new music notifications, and makes it easy for users to discover new music related to their interests and share content with friends.

Create Your Buyer Personas

Create your buyer personas to understand your target customers on a deeper level and ensure everyone on your team knows how to best target, support, and work with your customers. This will help you improve reach, boost conversions, and increase loyalty. 

And if you’re a HubSpot customer, add your persona to your HubSpot Marketing Platform by following this step-by-step setup guide.

Editor’s note: This post was originally published in May 2015 and has been updated for comprehensiveness.

Blog - Buyer Persona Template [Updated]


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

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person typing on laptop with

Search


By Tinuiti Team

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

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

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

Decoding Google’s Defensive Move

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

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

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

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

SGE User Experience and Operational Challenges

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

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

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

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

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

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

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

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

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

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

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

Experts Chime in on Search Generative Experience

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

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

– Jon Pagano, SEO Sr. Specialist at Tinuiti

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

–Kate Fischer, SEO Specialist at Tinuiti

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

– Brandon Miller, SEO Specialist at Tinuiti

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

– Kellie Daley, SEO Sr. Specialist at Tinuiti

Navigating the Clash of Trends

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

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

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

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

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

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

Final Thoughts

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

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

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

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

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

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How to create editorial guidelines that are useful + template

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How to create editorial guidelines that are useful + template

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

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

What are editorial guidelines?

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

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

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

Examples of editorial guidelines

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

Here are a few I used: 

1. Editorial Values and Standards, the BBC

 

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

How to create editorial guidelines, Pepperland Marketing

pepperlandmarketingblogpostoneditorialguidelines

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

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

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

NiemanLabsguidanceonroleofaiinyournewsroom

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

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

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

Why did we decide to create editorial guidelines?

1. Aligning content creators to a clear vision and process

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

2. Reinvigorated approach to brand and content 

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

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See, our latest CMS campaign creative:

Mock ups of Optimizely CMS campaign creative

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

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

3. Streamline content creation process

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

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

4. 2023 retrospective priority 

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

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

Editorial guidelines was the number 1 item on their list. 

So off we went… 

What we did

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

linkedinpostoneditorialguidelines

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

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

Optimizelycmpscreenshotofeditorialguidelines

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

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

Optimizely CMP screenshot of editorial guideline review

Source: Optimizely CMP

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Results

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

Screenshot of teams message editorial guidelines

Source: My Teams chat 

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

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

What’s next?

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

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

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

Key takeaways

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

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

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MARKETING

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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