Building a World Class Brand on a Shoestring Budget

Dara Royer sat alone at her desk pondering the seemingly impossible–how do you rebrand a global organization with only a $50,000 budget?  She knew in her heart of hearts that rebranding was not just a nice next step for Mercy Corps, but it was a critical requirement for the organization to realize its global ambitions. She also knew there is little glory in being right, what really mattered was getting the rest of Mercy Corps to join her on the journey and embrace the forthcoming change.  Royer’s journey as Chief Development and Marketing Officer is chronicled in detail in Episode 15 of Renegade Thinkers Unite and it is profoundly instructive for all businesses especially those with modest budgets and massive expectations.

And just in case you were wondering if I was hyperbolizing, the outcome of Mercy Corps rebranding was an increase in awareness, revenue via donations and recognition by the Harris Poll as the 2017 EquiTrend “Brand of the Year” and “Most Loved Brand” in the category of International Aid Nonprofits. Those are results that would delight any chief marketer and leads to the question, how the heck did Royer and her team accomplish so much with so little?  Once again, you’re encouraged to listen to this very special podcast episode, but in the meantime here are three key takeaways from this episode related to frugality, storytelling and leadership.

Ultimately, these key takeaways can be seen as a mini-marketing plan. For starters, Royer took the idea of “DIY,” or do it yourself, to a whole new level in her rebranding efforts. Wanting to develop a solid strategic foundation for rebranding, Royer knew that conducting research would be invaluable.  The only problem was cost — typically a global study involving hundreds of interviews can cost more than a hundred thousand dollars, money her organization did not have. So what did Royer do? She made sure her team was trained in research methodology and equipped them with the communication skills to work with their team members, government officials, and the beneficiaries of the people they help. By dedicating that time and energy into training her team, they were able to produce consistent and valid results that allowed specific themes to emerge and guide their rebranding efforts.  Involving the organization in the research had the added advantage of making all the key stakeholders feel like owners of both the process and the ultimate outcome.

Once the research was concluded, Royer drafted a clear strategy statement that focused on telling an “epic” story that would resonate across 42 countries and a broad array of cultures.  For her, it wasn’t about any particular ad. She wanted to make sure that regardless of the marketing channel, the “big picture” was clear and rooted in Mercy Corps’ fundamental belief that a better world is possible. This belief extends to meeting the urgent needs of individuals in the present, while building a stronger world for tomorrow.  With this strategy in hand, Royer focused on telling emotionally-charged stories that resonated with all stakeholders including employees, donors and those affected by Mercy Corps actions.

Without revealing the entire podcast, the final takeaway is a leadership lesson. Royer found that the toughest lesson she had to learn when it comes to rebranding is that being right doesn’t matter. Even if you have THE idea, you can’t just expect a large organization to fall in line. Consensus building is an art form that no enlightened leader can succeed without mastering.  Fortunately for Royer, the necessity of conducting the research in-house had the added benefit of involving a large number of employees in the process, making the ultimate adoption of the new brand positioning less of a sales effort and more of a “look what you all helped create” success story.

Marketing’s Torrid Trio: Storytelling, Data & Tech

While most of us are driving into the future of marketing with limited visibility, Spotify’s Mayur Gupta not just sees what’s ahead, but also shares his vision with helpful precision. In this episode of Renegade Thinkers Unite, Gupta talks about how he views marketing and innovation from the eyes of an engineer, and the importance of putting human’s needs at the top of the marketing ecosystem, which consists of technology, data, and storytelling. As the Global Vice President for Growth & Marketing at Spotify, Gupta emphasizes that you cannot effectively market only using technology, or data, or storytelling – the three are completely intertwined, and wholly dependent on the marketer’s understanding of unmet human needs. To see what’s ahead, just listen!

For the readers of my book and long-time blog subscribers, Mayur Gupta shouldn’t be a stranger.  We met back in 2014 when he won The CMO Club award for Programmatic Marketing and his interview revealed a truly facile understanding of the rapidly evolving “martech” (marketing technology) landscape.  With over 15 years of experience in leading the digital transformation at places like Kimberly Clark, this digital rock star shares insights that are applicable to both small and large companies alike,

Over at Spotify, Gupta drives the vision and strategy to establish a connected marketing ecosystem as THE growth engine for his company. His goal is to connect the right artist with the right fan through discovery and accessibility, which is why he trains his team to deliver always-on, data-driven, and contextual experiences for both the fans and the artists.

Gupta believes that today’s marketers have all the tools they need to weave together technology, data, and storytelling to predict and address unmet needs. Here are 3 reasons why your brand always needs to be “on” in order to effectively utilize this data:

The consumer is always “on”

Consumers aren’t just tech-savvy, they’re tech dependent. That means more work for brands to engage, inspire, acquire, and ultimately retain that consumer. Consumers have set the bar really high for brands. They know what they want, and they know how to use tech to get it on their terms. That being said, don’t make the mistake of becoming tech-obsessed though and neglect the importance of data and storytelling.

Effective marketing is about meeting the unmet needs of the individual…

And to do that, you need to always be listening, understanding, and predicting consumer behavior — these three principles make up predictive marketing. A good brand will give the company what the consumer wants. A great brand will give the consumer what they want before they know they want it. Virtually all companies have the ability to collect this type of data, but where a company fails is in their application of the data to really understand consumer behavior to ultimately predict and shape future behavior.

The separation of online and offline worlds does not exist

Unless you’re marketing to the Amish, the line between offline and online worlds has become blurred to the point of questionable existence. With more and more consumers constantly plugged in, brands need to be ready to anticipate decisions that can occur at any moment. This has led to consumers caring less about the product, and more about the general experience offered throughout the marketing process conveyed through storytelling. If your story resonates with the consumer on a personal level, and you have the tech and data to tie everything together, you win the loyalty of those consumers.

3 Keys to Creativity

Before we talk about the inspirational elements of Episode 13, let’s chat about the power of a having a great network. In this case, I connected with creativity guru Larry Robertson (star of Episode 13) through my new friend JJ Ramberg who I met through DEMAN, the Duke Entertainment Media and Arts Network that I’ve chaired in New York for the last six years.  My personal mission with DEMAN is to help current Duke students realize that there are fruitful career choices other than being lawyers, bankers or doctors. To achieve this mission I’ve helped organize annual networking events for Dukies and connected with undergrads and grads at DEMAN weekends down in Durham.  It was at one of these on campus events that I met JJ Ramberg, entrepreneur, and long-time TV show host. JJ and I talked about her start-up Goodshop and I mentioned my upcoming podcast series. Next thing you know JJ is referring Larry my way, he had been a guest on her TV show, and the result is well worth a listen for anyone curious about creativity and how they can increase their aptitude in this area. So now on to my podcast notes…

As it turns out, creativity is not instantaneous. Sure, you may have your “Aha!” moments, but true creativity is a constant, active process. Like with toned muscles, it takes work and training to get there. Or in the case of creativity, practice and happy accidents that allow you to free up your mind and take in different perspective. Some may think creativity is reserved for children playing pretend, creativity is actually the seed of innovation. And who doesn’t want to be innovative? If you’re looking to flex those creative muscles, keep these five questions in mind when tackling your next project:

  1. “How do I know what I know?”

Check in with your thoughts and assumptions. Sometimes we get caught in a repetitive closed-circuit loop of thought, which is counterintuitive to creativity.

  1. “Is there a pattern?”

People tune out to things that deviate from the norm and attribute it to noise (see above: closed-circuit loop). By checking in with our thoughts and assumptions, we allow for those deviations to come through.

  1. “What if….?”

Once you’ve answered the first two questions, you can start playing the What-If game and getting creative with it.

  1. “Is there another way of looking at it?”

Can you flip the scenario and see it from a different angle? What does that angle tell you?

  1. “Who cares?”

Innovation is an awesome goal to strive towards, but if no one besides you cares, it doesn’t lead to much. But practice makes perfect!

My conclusion is that it is easier to learn to be creative than to learn to be a good golfer but you’ll have to listen to this episode to decide on that one for yourself.

Thriving in the ‘Give to Get’ Economy

Every brand strives to build emotional connections with its constituents but few have succeeded in the manner of Pete Krainik, founder and CEO of The CMO Club. Starting from scratch in 2007, Pete has built a remarkably collaborative membership of over 800 senior marketers that meet regularly in 22 US cities and several more around the world. In this episode (click here to listen now), we’ll reveal some of the secrets to The CMO Club’s success in recruiting new members and creating unmatched event experiences.

On this show, Pete and I talked a lot about the need to cut through in various ways. One is by building elements of surprise into your events regardless of the target keeping in mind that there is no B2B or B2C only H2H (as my friend Bryan Kramer would say). For the club’s twice a year US summits, Pete has arranged for a wide range of surprising guests including John Legend, Keith Urban, Rita Wilson, The Band Perry and Christina Perry among many others. At the most recent summit in Marina Del Ray, Rob Morrow, Melissa Ethridge and rappers Nelly and IT all made surprise appearances. Having seen all of these performances and watched the reactions of CMOs who are meticulous about getting the most out of every minute, I can attest to the fact that Pete’s unique approach has the desired impact.

We also covered what I call the “Give to Get Economy.” Give to get applies to just about any brand situation but is most easily understood when thinking about Google and Facebook.  Google gives us all access to a universe of information and in turn, they get our eyeballs.  Facebook gives us access to 1.8 billion of our closest friends and they too get our eyeballs. This value exchange is remarkably profitable for both Google and Facebook.

For The CMO Club, give to get means giving prospects a free dinner so they can “taste” the experience or sharing content that CMOs find useful via their website and mobile app.  It also means encouraging members to give their assistance to other members recognizing that karma is indeed a boomerang. The result is a highly engaged membership and a marketing lesson for all of you Renegade Thinkers.

You can also find this episode on iTunes, iHeartRadio and Stitcher.

 

How to Build a Loyal Fan Base

In episode 9, we take a break from big brand CMOs to hear from independent musician Will Dailey. Why this deviation? Well first, I’ve been trying to get an interview with Will Dailey ever since I saw him speak at a Content Marketing conference in 2016 because I was certain his story would inspire marketers big and small. Second, Will really is a renegade, having walked away from a major record label just as his career was gaining steam. This was an incredibly gutsy move that helped set the stage for his instructive approach to fan building. And finally, I secretly hoped Will would perform on the show, and amazingly, he did just that, making it easy for you all to understand why I’m such a fan!

A Healthy Perspective on Hospital Marketing

Driving into Hertz to return my car to the West Palm Beach airport on Sunday, I couldn’t help but notice they’d altered the drop-off point. A veteran of this particular facility, I wondered why were we so close to the bus loading zone.  And then it dawned on me because it was raining, they had us dropping off under the only large awning on the lot, a small act of consideration that I suspect went unnoticed by most. But not me. Caught without an umbrella, I was most grateful I wouldn’t have to sit on the plane soaked or scramble to find the one bathroom at PBI that had a hand dryer I could repurpose.

This story of going the extra mile for a customer is a great introduction to Arra G. Yerganian, Chief Marketing and Branding Officer at Sutter Health.  I met Arra through The CMO Club (he won the Officers award) and not only was he kind enough to share his thoughts with me below, he even agreed to rerecord our podcast episode after the sound quality proved deficient (stay tuned for my “9 Ways to Screw Up a Podcast” post!).  More importantly, Arra is leading a massive transformation in how Sutter Health not only markets itself but also how it delivers patient care.

Drew: Tell me about Sutter Health.

Arra: Sutter Health is a remarkable organization. We are an integrated team of clinical and non-clinical pioneers who are deeply rooted in our not for profit mission. And we really work together to change how you and I experience healthcare. In fact, through an independent study in the last few months, Truven Health Analytics (which is part of IBM) recently recognized Sutter as one of the highest performers (top five) amongst healthcare system in America. This study looked at things like saving more lives, having fewer complications, spending less per patient on episode of care, etc. This is truly an organization that’s unprecedented. We’re about $11 billion in revenue supported by 55,000 employees. I call them ‘members of our tribe’ and nearly 7,000 providers. These are people who develop the product and care every day that makes a difference in people’s lives.

Drew: Wow. So what does your role as CMO encompass?

Arra: Well, it’s a multitasking role for sure. I feel like I’m steering a big ship and I think for me it’s really about walking the brand promise. It’s about how we tell powerful stories and how we translate that into something that the consumer can really relate to. I often talk about this relationship that we have with the people we serve, not the “patient” and you need to understand the distinction. As healthcare’s going through the transformation in America, it’s not about putting the patient first. It’s about putting the person first. During every stage of being a patient you’re still a person. So it’s about leaning in. It’s about helping them understand you know them intellectually and emotionally and about the support and access we can provide. How we change the conversation around them and I think that’s our secret weapon for the healthcare system in Northern California.

Drew: Interesting. How does marketing fit into this vision?

Arra: For me, it’s about operationalizing the brand. It’s helping my fellow leaders understand that investing in marketing is an important endeavor, not just an expense. It’s changing the way the organization thinks about the brand. We’re helping the organization see that marketing can really add value. In fact, we can contribute to creative growth within this organization. I tell people we don’t necessarily need one more person to care for; we just need to take great care of the ones we have now. I call this the “love the ones you’re with” approach and it is a big differentiator for us since so many healthcare companies are just trying to acquire as many customers as they can.

Drew: How big is Sutter Health?

Arra: We are one of the largest healthcare systems in America and we’re really just in the Northern California footprint today. We service a geography of 12.5 million people and each of those three to three and a half million people that we care for every day are in the amazing care of our provider who truly go the extra mile and provide what I’m describing as intellectual and emotional support, going beyond the physical. It’s not just getting in to see the provider when you want to see them. That’s a given. To differentiate in a ‘sea of sameness’, it’s about that extra effort that we as an organization can deliver. We need to be the brand leaning in when others lean away. Remember, we care for people when they are at their most vulnerable. We have an awesome responsibility.

Drew: Let’s talk about a specific marketing initiative you’re particularly proud of.

Arra: I think this is somewhat unprecedented within the healthcare field; however, I had a vision when I arrived 16 months ago to create a brand management structure along lines of services like cardiology, oncology, women’s health, neuroscience, pediatrics, primary care, etc. This meant bringing professionals into the organization or nurturing those who were already here in marketing roles and focusing them all on these product lines and creating partnerships with clinical leaders who can help inform the content.

Drew: Sounds like P&G?

Arra: Exactly. These brand managers would build efficacy around their “products” and communicate the benefits to the mass market. I really wanted to understand what we do uniquely versus our competition. Where do we stand-alone as we service the consumers in our communities? With this new structure, we can get really specific and surgical. I call it ‘precision marketing’. You know there’s this movement called ‘precision medicine’ that’s become quite common. I think it really is about getting super targeted. I think about creating one to one relationships with three and a half million people and addressing topics that are of specific interest.

Drew: Makes sense. So how did precision marketing actually play out?

Arra: Well, for someone who’s suffering from coronary heart disease in a particular geography we can isolate by age and really dive in specifically to those individuals with a targeted message. Very, very different from the way most healthcare companies approach the challenge. I realized when I first arrived that lowest common denominator marketing is alive and well within the healthcare space. People talk about things like quality and expertise as if they’re differentiators. Seems to me that everyone expects when they go to a doctor to get quality care and that their doctor is an expert in their field, right?

Drew: Well, I certainly do.

Arra: Right, so let’s take it to a whole new level. When we talk about intellectual access it’s about being able to easily talk to the healthcare professional. Get clear information about things like pricing. Get the healthcare professional to lean in and not appear rushed. When I think about emotional access it’s treating the people that we work with like humans. Having our healthcare teams work together toward collaborative care so you are not being treated like a statistic–not being treated like a burden. These are the things that we as an organization are striving to do every day that really separate us.

Drew: Getting back to the brand management structure…

Arra: So when I implemented this brand management structure at this highest level we can, for example, sit with a cardiologist and ask him/her lots of questions: What really makes the work you do different and unique? What are the research breakthroughs? What’s helping you do better care for the people that we serve? By the way, we’re the second largest non-teaching research system in the country. This is a not for profit organization that truly understands the importance of giving back. Part of the way we give back is through this philanthropic effort of doing research in the community.

Drew: This must be a complicated branding challenge given the Sutter Health parent brand and now these service-specific sub-brands.

Arra: It’s actually even more complex because we were previously federated model with approximately 24 hospital CEOs, all managing in many respects, legacy brands that have somehow come together over the last 150 years under the Sutter Health umbrella. So in order to pay homage to those strong and uniquely positioned brands, particularly in our ‘out of home’ creative and even the via radio campaigns, we’ve put Sutter Health on center stage while paying homage to our affiliated brands, i.e., Palo Alto Medical Foundation, Alta Bates Summit, or Sutter Gould, for example; then we highlight the line of service, like cardiology, pediatrics, or urgent care before we do any discussion about the work that we do.

Drew: That is complicated. So how do you hold all of these communications together?

Arra: We created a very light-hearted campaign to start building familiarity in the marketplace and that’s called the “Smile Out” campaign. The whole idea is we choose somebody, for example, with a sinus condition and would say literally, “Sniffle in. Smile out.” Or for orthopedics, we say “Limp in. Smile Out.” When we talk about cardiology, we say, “Flutter in. Smile out.” Each of these is connected to a line of service, Sutter Health and our local, very community-based hospital systems. So yes, we have multiple challenges but it is very exciting that we can actually break through and create this connection across the multiple brands, the lines of service and the geography in which we are in.

Drew: How are you measuring and charting the success of your marketing initiatives?

Arra: We’re doing brand research in ways we’ve never done before. We’re also utilizing the amazing amounts of data that we already had more effectively. For example, we have the largest single installation of Epic, the hospital records management system, in the country. But all this wonderful data without insight, as you know, is useless. So effectively understanding, for example, that there’s a difference between awareness, familiarity and consideration is a big transformational idea in an organization that hasn’t really thought about marketing the way I describe. And incidentally, I’m the first Chief Marketing and Branding Officer this organization’s long and rich history.

Drew: Let’s dive into the research more. What kinds of things did you want to track?

Arra: Not surprisingly, our awareness is high and we are a trusted brand. We need to help consumers better understand what we really stand for; that which makes us uniquely different. 23.5 hours a day people don’t think about healthcare. So we want to make sure that the moment when you do have to think about your personal care or the care of a loved one, you think of Sutter Health…and it’s in the most positive light. That’s why making an emotional connectional is so important. I want them to feel confident, I want them to feel as if they’re in control and they own their own destiny. Because at the end of the day the brand strategy for me is to increase physical, intellectual and emotional access to healthcare so people can more confidently and independently engage with their health.

Drew: How did you persuade the folks internally to invest in this research?

Arra: So interestingly we’ve already made that investment. We have all the data, it’s really about peeling the onion back to understand how the data can inform the way we think about communicating with different segments of consumer. So, customer segmentation and segmentation research is absolutely at the forefront of our new strategy. Doing panel research, understanding really what makes people emotionally tick so that we can do the right thing when, for example, they’re giving birth. I love to tell people because I found this out really by accident. At Sutter Health; we give birth to three kindergarten classes a day! Funny enough, one of every three consumers that I meet throughout our Northern California footprint introduce themselves to me as either having given birth or having being born at a Sutter Hospital. That’s a meaningful statistic. In fact, we take care of one out of every 100 Americans, one out of every 4 Northern Californians. These are truly remarkable statistics. We have in our DNA the spirit of doing amazing things for people every day – we just need to bring those stories to light.

Drew: What’s your advice for your fellow marketers?

Arra: It’s funny — about a week ago I was at an even at the Avaya Stadium in San Jose, we’re a partner to the San Jose Earthquakes, a Major League Soccer team they serve the same 100 communities that we serve. And it happened to be Saturday so we brought our ambulances, helicopters, and providers and it was great opportunity to activate the brand with the 10,000 people in the stands and generate some good will.

So my six-year-old son, my youngest with three of his friends clamored into Sutter Health mobile clinic and within minutes, they tried out a stethoscope and other cool tools. They then switch their roles; first doctor then patient. I watch their intellectual curiosity, their flexibility, and their focus and realize that they could change the world if given the opportunity. If we look at the world through their lens, we could change the world. And in this period of rapid evolution requiring great curiosity, determination and adaptability, we have the opportunity to do so. So I encourage marketers to have the courage to think way outside the box. It’s okay to fail. I tell people all the time, “What would you do if you weren’t afraid?” I want them to really think differently; I think that’s paramount to success. Take some calculated risks; I think that’s super important.