Direct Marketing, Mail Order, and E-commerce News from the National Mail Order Association
Matrix Process –
The messaging matrix is a
strategy and a set of tactics with one purpose - engage a target prospect in
an efficient and productive conversation, as measured from both
perspectives. It is applied at the campaign level and involves a series of
steps. Rigorous testing, continuous improvement, mock calling with the
client and detailed feedback sessions are all part of the process. The goal
is to keep iterating and improving until results are being met.
study previous messaging, training, and reference materials for a particular
marketers must be able to learn from previous programs and make use of
training already received as a baseline for each new program – pulling
together relevant documents/materials for the new program. At this point,
all marketing communications material should be collected.
Meet with the
client or product manager to discuss the current campaign/tactic messaging
This meeting should include all the major stakeholders in the campaign,
especially representatives from the sales team. Talk through the campaign,
target audience, key messages and relevant customer success stories that can
the messaging matrix template.
The messaging matrix will give callers better tools to probe for current
issues and tailor their conversation based on the contacts they are calling.
· Custom introductions by audience segment
· Common issues solved by that solution (for that specific job function)
· Corresponding probing questions to determine if the prospect has a specific issue
· Descriptions of how the solution addresses the issue
· Benefits of employing the solution
· Customer stories that illustrate how the solution has solved that problem for a similar company
matrix by conducting mock calls to the client team, which include both sales
and marketing contacts.
A great way to do this is by using
the marketing or account/campaign managers, allowing the client to actually
hear the messaging in use to ensure it is effective. These calls
should be recorded to provide a model of the messaging being used correctly;
giving confidence that the product and how it addresses potential contact
segments is understood.
learned to the calling team.
should then spend time training the callers, leveraging appropriate training
materials and recording calls. The goal is to ensure with a high degree of
confidence that each caller can effectively use the messaging tools, respond
to questions appropriately and overcome objections. Mock calling could be
done to the leadership team. If you are working with a client, mock calling
could be conducted with that team as an added checkpoint.
Use mock calls
to fill out a competency evaluation document.
Before approaching potential customers, it is crucial to record and address
any specific caller concerns - essentially rule out caller performance
issues as a limiter of results, and to ensure it is simple to tweak the
on a feedback process
Since the messaging matrix is a process, callers should know up front
essentially what feedback will be expected regarding messaging once calling
has begun. Part of the process should be ensuring the database is set up
appropriate to capture as much intelligence as possible in the fields so
that resulting information can be sorted, queried and acted upon.
After initial calling, bring the team together. It helps for each caller to provide a few taped conversations to this meeting that represent their initial campaign impressions. (these are probably not leads at this point – they are likely to be referrals, rejections, suspects, etc.). It helps to collect qualitative information on:
· Who they are reaching - title, department, level, etc.
· Recall of marketing materials
· Who they are getting referred to, why
· What pain point or introductions contacts are keying into most frequently
· What voicemail messages are receiving call backs
· What positive interactions they have had to date - and what was the area of interest
· Reasons for rejection
Campaign management can then analyze all pertinent information collected. All taped conversations and notes can be reviewed to find trends and commonalities, capturing true intelligence about targeted accounts, looking for red flags and establishing opportunities to further coach the callers. It may help to fill out a brief scorecard for each caller and provide coaching as appropriate.
Whenever sufficient data is collected, a consensus on current messaging can be compiled. The purpose is to engage the full team on what is working and areas of improvement.
· Share feedback
· Play taped conversations
· Make recommendations
· Tweak the messaging
Wash, rinse and repeat. In almost all cases, it is essential to repeat the process until results are being met, further synchronizing the team with the product line and building confidence to engage prospects. A successful teleprospecting campaign relies on the ability to continually revise targeted messages for specific audience segments on how the solution will fix issues, making their business more profitable.
Tiffany Melis is Senior Segment Account Owner at Frantz Group, a business-to-business direct marketing company focused exclusively on the technology industry. She may be reached at email@example.com or 262-204-6034.
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