getting social. a vision. a commitment. a plan

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Rod Brooks VP & Chief Marketing Officer PEMCO Insurance Seattle, Washington

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I first gave this presentation at Blogwell Seattle in May of 2010. It summarizes the progress that PEMCO has made on the path to becoming world class in the use of word of mouth marketing and social media tools. I continue to think of myself as a student in this space... a student with a few lessons to share. Thanks for checking it out.

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Page 1: Getting Social. A vision. A commitment. A plan

Rod BrooksVP & Chief Marketing OfficerPEMCO InsuranceSeattle, Washington

Page 2: Getting Social. A vision. A commitment. A plan

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Page 3: Getting Social. A vision. A commitment. A plan

Getting socialized. A vision. A commitment. A plan.

From Student to World Class

Rod BrooksVP & Chief Marketing Officer

PEMCO Insurance

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© 20

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Socializing The Dream From the Inside Out

More than anything else… Provide consistently remarkable service that inspires great word of mouth.

Page 5: Getting Social. A vision. A commitment. A plan

Six Strategies

432

5

Company Vision “PEMCO Get’s It” . . . World-Class Customer Experience

Social Vision PEMCO’s success depends on the opinion of people like me. They listen, participate, encourage and enable me to share with others.

Four Goals Perception Selection Recommendation1Awareness

PEMCO’s Social Vision, Goals, and Strategies

360 Degree View: Drive social experiences through the entire customer lifecycle

Operational Excellence: Clear processes and policies enable successful interactions

Platform for Success: Provide state of the art infrastructure across the customer experience

Engaging Online Experience: Frames relevant content and makes it easy to interact with

Great Content: Deliver content how, where, and when it is most relevant to our customers

Internal Alignment: All PEMCO employees understand social and their role

1

2

4

6

3

5

PEMCO’s social vision, goals, and strategies

PEMCO BUSINESS

MODEL

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PEMCO’s success depends on the positive opinion of people like me. They listen, participate, encourage and enable me to share with others.

Listen

Participate

Encourage

Enable

6

+

Partnership

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3rd Party

Partners

Promos

Ads

Events

WALLY 3.0

PEMCO.comLifelong Customer

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Discover

ShopOnboard

Maintain Renew

Framework: Phased approach toward an integrated social experience

2007-08•Internal

Understanding

2009•Awareness•Perception

2010•Consideratio

n•Selection

2010 +•Renewal•Recommend

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External Awareness Planning

PartnersPEMCO.com

Lifelong Customer

Event Planning FrameworkObjective Familiarity and Connection to WALLY

Process Pre-Event, At Event, Post Event

Activity Transactional

Content Photos, Videos, Tweets, Blog Post (“live-casting”)

Accountability PEMCO Marketing, Employees Attending

3rd Party

Promos

Ads

Events

WALLY 3.0

Framework: External awareness planning

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Foundational Attributes

Timing 2007 - 08

Objectives Listen, Learn

Audience Consumers living in the Northwest

Measurement Awareness

Integration Soft handoff from WALLY to PEMCO

Phase 1: Foundation

Events

Partners

Promos

Ads PEMCO.com

Lifelong Customer

WALLY 1.0

3rd Party

Phase 1: • Focus on listen & learn• Lay the foundation for a

great customer experience. • WALLY 1.0 creates PEMCO

awareness and buzz• Minimal connection

between WALLY and customer acquisition or retention.

Framework Phase 1: Building from a strong foundation

WALLY 1.0

Twitter

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Act Local - To Be Local!Where they live, work, learn and play.

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WALLY and PEMCO Brand Ambassadors get local.

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AttributesTiming 2009 - 10

Objectives Talk, Energize

Audience Consumers living in the Northwest

Measurement Awareness and Perception

Integration Connection between WALLY & eCom

Phase 2: Credible & Relevant Presence

3rd Party

Partners

Promos

AdsTwitter Lifelong Customer

Events

Phase 2:• Formalizes external efforts .

Loosely aligns w/WALLY 2.0 • Create online and offline

presence. Test and learn.• S. M. guidelines established.• WALLY has some integration

with PEMCO’s ecommerce capabilities and begins to drive acquisition.

Framework Phase 2: Establishing a credible presence

WALLY 2.0

WALLY VAN

PEMCO.com

S.M. Guidelines

Page 16: Getting Social. A vision. A commitment. A plan

In 2009, PEMCO sponsored more than 50 events across Washington state

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Offline and online engagement

Create modular marketing tools Develop on-site promotional activities Invite event attendees to engage

PEMCO Brand Ambassadors in conversations offline and online

Love the way PEMCO does this local stuff. Keep it up!

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Guidelines consistent with corporate culture

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Values based empowerment balanced with risk management.• Integrity and ethics• Use common sense• Speak in the first person• Use good judgment• Don’t tell secrets• Respect those in the community• Fix mistakes first• Transparency matters• If it gives you pause, pause.• Don’t forget your day job!

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Integration AttributesTiming 2010+

Objectives Support, Embrace, Enterprise

Audience Segmented and Targeted

Measurement Selection & Recommendation

Integration Full integration throughout cycle

3rd Party

Partners

Promos

Ads

Ratings / Reviews

Lifelong Customer

Events

Phase 3:• Integration of social

technologies established. • Tools aligned to strategy,

online and offline.• Enterprise engagement.• The driving metrics of

success are acquisition and retention. Much closer to a world class experience.

WALLY 3.0

Framework Phase 3: The integrated experience emerges

WALLY 2.0PEMCO.com

YouTube

TwitterHR Recruitment S.M.

Guidelines

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Many thanks and great appreciation to our partners at Ant’s Eye View for their guidance, encouragement and support.

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Let’s Connect

Twitter: @[email protected]: www.PEMCOnorthwest.com