Case Story: Information Leadership.

Create a Marketing Machine

A repeatable approach to marketing.

Highlights

  • Aligning marketing with business strategy​

  • Clarity of the appropriate marketing activity to bring the best value ​

  • A ‘marketing machine’ was developed that worked for Information Leadership (systems & processes)

  • Marketing activity increased

  • Sales team was supported


The Client

  • Founded in 2004, they have a team of >60, with offices in Auckland, Wellington, Christchurch & Dunedin, serving clients across New Zealand 

  • They implement digital workspaces using Microsoft 365 and Teams

  • Their passion is to help organisations ‘work better’


The Challenge

  • Information Leadership are a successful organisation; the engagement aimed to 'super-charge' what they were already doing 

  • They were doing some marketing, but activity was ad hoc, had no plan and was not linked to the business strategy

  • They had no-one dedicated to marketing and so activity was being "squeezed" in when people in the team had time (which they often didn't)

  • They were unsure if they needed a dedicated marketing person or not, what this might look like, or the value it could bring (or not) 

  • They specifically wanted help around brand building; profile raising in the market and support for sales activity 

  • The organisation had been so busy responding to new leads that little time and attention had been given to developing relationships & opportunities with existing customers - they wanted to start "fishing at their own feet"

  • The directors also recognised that this work would help from an employment branding perspective, supporting team culture and focus


What We Did

  • I joined Information Leadership on a part-time basis for 3 months to act as a "Virtual Chief Marketing Officer" (vCMO)

  • I identified key players internally and worked with them to form the “marketing team”

  • We agreed on our value proposition messaging which got rolled out across all marketing channels and internally

  • We identified & prioritised target customer segments& developed customer-focused messaging 

  • We identified priorities and created a marketing activity plan to get some regular marketing going 

  • The concept of ‘campaign management’ was introduced to increase the impact of marketing activity

  • I worked with one of the consultants to run a “Growth Trial” - developing a consultative sales approach to growing existing customers. This included tiering customers, providing a framework for engagements, marketing input to messaging & identifying a process to measure success 

  • Governance systems & processes were established - including standups and fortnightly Marketing Group Meetings, to ensure a cadence of activity and establish a discipline of forward planning, prioritising and reviewing metrics.


Results - Outcomes

  • This engagement gave IL a better perspective on the range of marketing activities and how to bring them together to deliver the greatest value

  • They now understand how to choose and deliver the right marketing tactics, driven by strategy 

  • Having a "virtual" CMO enabled the directors to test what marketing approach they needed in a cost-effective way; benefiting from having the insights of a senior marketer, prior to making a long-term commitment to an approach

  • Marketing requirements were identified - they saw what could be achieved with dedicated time and resource and have now recruited a permanent full-time marketer

  • A marketing strategy was developed, aligning with the business objectives; OKRs (objectives & key results) are now being developed 

  • The ‘marketing machine’ - an "Information Leadership approach" was developed, including messaging, content and a plan, with systems and processes which are replicable

  • Marketing activity - the volume increased, became more regular and had consistent messaging

  • Bringing together individuals, who were each doing an element of marketing, to form a 'marketing team' gave direction, confidence & support

  • The Growth Trial was successfully implemented, with good early results, including sales, team engagement and customer feedback.

information leadership cofounder sarah heal quote on shorthouse consulting

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