While technology vendors often have a high level idea of what they want to say in whitepapers and articles, transforming their ideas from a five bullet point outline into a fleshed out marketing piece requires a fair amount of research and analysis. Typically, a marketing piece will require research and analysis of the customers’ challenges, the benefits of solving them using a particular technology and often, why existing solutions are inadequate.
People ask me how to do this research and analysis all the time. Here are some tips.
1. Start with the end in mind.
Before starting any project, always understand the marketing objectives for the piece, who it’s meant to address, and the key messages that need to be delivered. This step requires a company to define its goals and messages for a particular piece and work with a writer to produce a creative brief that transmits this information to the writer.
2. Identify sources of information.
It goes almost without saying that the right information source depends on what you’re looking for. For information about customer challenges, good sources of information include interviews with customers, subject-matter experts, sales reps, and resellers. Additional background information comes from customer success stories, magazine and newspaper articles, reports from industry analysts, white papers from competitors (to see their positioning and capabilities and to find new primary sources), articles from professional and industry organizations, blogs, social media sites, and descriptions of conferences and seminars.
For information about existing technologies and their advantages and disadvantages, I often find information from specialized and technical trade publications, industry analyst reports, competitors, product managers, and technical sales support.
3. Consolidate information and analyze themes.
After gathering the background information, sift through it carefully to identify common themes. Analyze where the content from different sources overlaps. Where is it different? Do the differences reflect the fact that the different sources provided incomplete information? (For example, white papers from competitors may leave out points that conflict with the vendor’s differentiators or value props). Do the differences simply reflect different use cases? In some cases, it may take consultation with a subject matter expert to determine the answers to these questions.
4. Create a detailed outline
At intermediate points, it’s helpful to create a detailed outline of the existing information. Review the outline for completeness and logical flow. Do you have enough information to address all the points you set out to address at the outset? Do you have enough information to make a logical argument? Do questions remain?
5. Wash-Rinse-Repeat
The next step is to create a draft. But the draft is hardly the last step. Creating a white paper or article is an iterative process both before it goes to the client for review as well as during and after the review process. A good writer will create outlines and drafts early on, and using their ability to look at the information from a reader’s perspective and with fresh eyes, keep asking themselves whether the outline/draft meets the client’s objectives and whether it answers all the questions that might come up for the reader.
Eventually, the client will review the outline and draft. Clients typically want to ensure that discussions of the customer challenges meet their understanding of what they see in the field and to clarify product positioning—which in some cases can be a moving target.
At this point, the writer will take the comments from the client and review them to make sure the text continues to make sense from a reader’s perspective.
It’s this iterative process, with the writer continually reviewing the paper from the point of view of the reader and the client’s marketing objectives, that will ultimately ensure that the piece is highly readable and that it meets your company’s marketing objectives.
How do you all ensure that your copy is readable while meeting client’s objectives?
