Why you should always ask why: Strategy must lead tactics in marketing planning

8 months ago 44

Remember the COVID times? I’ll hold portion you halt twitching. 

It was hellish for a while, but for marketers, it was besides each astir doing things, astir reacting to swiftly changing events. Everything was rush-rush. We had to enactment accelerated retired of necessity due to the fact that determination was nary clip to waste…or think. Everything was fluid and insane.

Marketers surely demonstrated their tenacity successful navigating the chartless and getting things done. Up to that point, we had a equilibrium betwixt tactics and strategy — and that was important. 

But now, adjacent though we’re starting to spot an uptick successful cases, we’re not successful panic mode immoderate more. It’s clip to spell backmost to strategy and fto it pb tactics.  As I look astir the marketplace, I spot companies stuck successful tactical mode.  That mentality needs to alteration into a harmonic balance. 

Strategy, arsenic I’ve written before, is the “why” of utilizing email to execute your goals. Tactics are the “how.”  But you person to cognize the “why” earlier you tin bash the “how” effectively. If you spell with the “how” without knowing the “why,” you tin discarded clip and wealth connected things that don’t work. And cipher has clip oregon wealth to discarded today.

Marketers are tactic-driven but we request to illustration a people first

Yes, we are large astatine tactics. Give maine a problem, and the archetypal happening I’ll archer you is however we’re going to lick it.

For 20-plus years I person preached that the “why” is much important than the  “how.” We person to inquire wherefore first. What’s the information for our customers oregon extremity users? What’s our marque connection oregon worth proposition? 

These are the captious points successful a task wherever you tin spell backmost to cheque and marque definite you’re inactive connected course. A aviator would ne'er alert a spot without checking the people and filing a formation plan. When I sail with my concern spouse to Catalina Island, adjacent though it’s not a agelong region from shore, we inactive illustration our people archetypal truthful we tin enactment connected track.

Dig deeper: 6 cardinal email programs to optimize earlier Q4

How to enactment strategy first

In looking astatine selling today, I tin spot we’re inactive successful the COVID-era mindset of getting things done — the “how” — alternatively of going backmost to walk clip connected the strategy –  wherefore we request to usage that peculiar tactic.

We email marketers request to get backmost to that strategy-first approach. In my conversations with marketers, they bring maine lists of things they privation to do, but erstwhile I inquire them wherefore they request them, they person 1 modular answer: “The brag wants it done. It’s a priority.” There’s nary coherent strategy attached to that tactic.

Our bureau spends a batch of clip moving with companies connected the “why” arsenic good arsenic the “how.” Here are 3 elemental ways you tin commencement reasoning and acting strategically and inactive bash your selling occupation and physique your career.

1. Ask “Why?” first 

That’s the champion reply erstwhile anyone says you request to commencement doing something, whether it’s chasing the latest shiny caller artifact oregon changing people connected a tried-and-true tactic.

“Let’s get the marque connected Threads!”

“Why?”

“Let’s person ChatGPT constitute taxable lines and calls to action!”

“Why?”

This seems obvious, but it’s not conscionable astir an casual reply similar “The brag told america to bash it” oregon “I request to deed my numbers.” Those are rationales. They aren’t the answers to “Why?”

Consider wherefore your extremity users mightiness springiness a damn astir what your brag oregon squad members privation to do. Will this caller maneuver beryllium important to them? Will it lick a occupation oregon marque them privation to person with your marque much often? Does it springiness them a crushed to judge successful your brand, your claims, oregon your connection arsenic needed oregon necessary?

You don’t request a week-long retreat with sprinkle doughnuts and team-building to bash this. You conscionable request to instrumentality 5 to 10 minutes retired of your time to halt and specify your “why.” Do you person archetypes successful your business? Put them up connected a surface and inquire however your task mightiness impact him oregon her. Think of your customers oregon extremity users and however they mightiness benefit.

If you tin reply those questions, you’ll find your segmentation and messaging, headline, copy, targeting and merchandise volition each enactment up with that due to the fact that you thought astir the “why” first. 

2. Get buy-in from your team

This can’t hap with 1 person. You request statement from your radical first. You could enactment toward this by sending this file to your squad and saying “We’re going to bash this, truthful beryllium ready.”

But you request a conjugation of radical backing you up. You don’t privation to beryllium the outlier. You don’t privation to inquire the questions and beryllium told, “Because the brag said so.”

Start talking with radical astir wherefore strategical reasoning has to travel earlier tactical execution. You could make a strategical little for a task with questions that request answers. Questions similar these: 

  • Who are our extremity users? 
  • Why bash they care? 
  • What’s important to them? 
  • How tin we conception to find that audience? 
  • How bash we take the products that entreaty to the ngo for this program? 

Maybe your attack is “Okay, I cognize the brag wants this done, but let’s hold a blistery infinitesimal and deliberation done the crushed to judge for the customer.”  I’ve been that zombie marketer, the 1 who conscionable does what he’s told. It’s stupid. Ask your brag why. There indispensable beryllium a reason.  Just due to the fact that they’re the boss, that does not mean they’re without context. 

The extremity can’t beryllium each astir revenue. When you get the answers, enactment them successful your strategy brief, contiguous it to your team, and get buy-in. Take it to the brag and say, “Here’s an thought we privation to try, here’s wherefore we privation to bash it, and here’s how.” When you get statement archetypal earlier you inquire these pugnacious questions, you tin acceptable yourself up for success.

3. Do a follow-up report

Take a infinitesimal aft the run to reappraisal your strategy little and look astatine wherever you started, wherever you got to tactics, and what your results are. Did you execute your goal? Report that to your boss.

We don’t bash capable pursuing up, particularly connected the casual wins. Using a strategy little is the benignant of casual triumph you tin amplify to amusement value, whether you’re moving connected mundane campaigns oregon large projects with cross-functional teams.

Analyze your processes and amusement however the strategical little helped you execute the tactical portion tin amusement occurrence and item your capableness for advancement and promotion. Or it conscionable makes you and your squad smarter successful however you bash marketing.

Wrapping up

I cognize it’s tough. We’re each successful a tactical mindset. COVID did not springiness america abstraction to make a strategical attack first. The COVID times taught america that “go and do” is however to win successful a crisis. But it’s exhausting. It’s similar putting my parent and her OCD successful a messy country and not expecting her to clean. 

We can’t interruption this tactical mindset overnight. It’s a dilatory way but 1 we request to walk. Go up and beryllium a doer, but enactment up a program for it first.

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Opinions expressed successful this nonfiction are those of the impermanent writer and not needfully MarTech. Staff authors are listed here.

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