Why Meaning Matters Most In Branding (And How To Build It)

Building a genuine emotional connection is crucial for forming a meaningful bond with your audience and transforming them into your most loyal customers.

In this episode, Katie Morton, editor-in-chief of Search Engine Journal, and Mordy Oberstein, founder of Unify Brand Marketing, explore why meaning is the foundation of successful brand marketing.

They break down how branding compounds over time, why emotional connections matter, and how to differentiate between surface-level and deep emotional engagement.

You can watch the full video here and find the full transcript below:

Why Meaning Matters Most In Branding – And How To Build It [Full Transcript]

Katie: Hey, everybody! It’s Katie and Mordy, and we’re here to talk about brands.

I’m Katie Morton, editor-in-chief of Search Engine Journal, and this is Mordy Oberstein, who is the founder of Unify Brand Marketing. He’s an expert on branding.

I’m so excited to be doing this series with Mordy. I know that I’m going to learn a lot, and so will you.

Mordy: I’m stoked about this. I see that; I have pure self-interest. I see a lot of performance marketing and brand marketing fusing together.

People on the performance side are talking about brand, which I’m excited to show them. Like, okay, here’s exactly why: If you’re on the performance side, you should be talking about brand.

Katie: Yeah, well, especially these days, right? So, today, we’re going to talk about – well, Mordy’s going to teach us a lot about why meaning matters most in branding and how to build it. Tell me about “meaning in brand.”

Mordy: Meaning matters most because meaning is absolutely everything for brand.

Brand is fundamentally about connection – everything starts from there. And that’s kind of why branding – it’s compounding over time, which is a little bit different than, say, performance marketing, where you’re just running PPC ads.

Brand compounds over time. Just like you don’t get married after one date (unless, I guess, you’re in [Las] Vegas) – you don’t form a bond with an audience after one activity, one asset, or one moment. Connection compounds.

It’s also very associative. Think about Nike back in the day, building up associations off the back of Michael Jordan – literally off the back of Michael Jordan – and reverse, but at the basis of all of that is meaning.

Fundamentally – I know this might sound a little bit weird – we as human beings are creatures of meaning, not utility.

Everything we do, in a weird way, is a search for meaning. The search for meaning is the search for being, the search for existing.

Wow. I know we just got super existential like two minutes in, but that’s actually good because branding is super existential. And that’s why the glue that holds the connection together is meaning. And I’ll prove it to you.

The More Meaningful You Are As a Brand, The Deeper The Connection

So, imagine you had a friend – which, for me, is hard to imagine – but every week, you and this friend went to a baseball game.

Every day (that would be impossible because they don’t play baseball every day, and they stop playing for five months), but imagine they played all year round, and you went every single day for five years.

Or, let’s say you played Dungeons & Dragons in your mom’s basement (whatever floats your boat) once a week for five years. That’s got to be a good friend to keep doing that for five years together.

But that’s nowhere near as close as you are to, let’s say, your mom – assuming that you are close. Conceptually, even if you hardly ever see your mom, you’re still far closer to her. Why?

Because your friend, in this case, helps you relax, have a good time, and connect over common interests.

Your mom, though – your mom helped shape who you are. She provided for you. She gave you life. All of that deeper stuff. And that’s far more meaningful than what your friend provides you with in this particular case.

The more meaningful, the more core to actual existence, the more connection is possible. The more core you as a brand are to your audience’s actual existence, the stronger the bond.

The more meaningful your brand is, i.e., the more it speaks to things that are core and integral to your audience and their very being, the more connection you’re going to have with them.

So, there is no brand without meaning because there’s no genuine connection without meaning. Meaning has to be at the core of your brand strategy.

And I will tell you, 99.9999% of the time, it is not.

The net outcome of that is you spend tons of time either trying to build up a brand that doesn’t work or trying to elicit a reaction, whether it be a payment, social media engagement, or whatever it is, from your audience.

It’s like moving a mountain. If you want your performance not to be like moving mountains, you need to have a brand that has meaning. If you want to push user activations, you first have to connect in a meaningful way.

Because what you’re basically asking a user to do when you ask them to convert or whatever it is, you’re basically asking them to give you a loan for, I don’t know, $500, whatever you’re charging for your product.

You’re asking them to do it for a total stranger. When was the last time you opened your wallet for a total stranger? I mean, you should – it’s good to be generous – but this is business, not charity.

I know, but I do want to say there are practical things to do here.

I know that was very conceptual, but I did that on purpose because brands should be conceptual. I didn’t want to start with the pragmatics of it, but there are actual practical things you could be doing.

So, just to run through a few of them:

Takeaway 1: Think Micro Level

One thing that helps me is to think about it at the micro level.

When you start talking about connection, audience, creating relationships, and getting people to be motivated, when you keep it at the micro level, like between you and a friend or you and another person, it’s really easy to see how that works.

But for some reason, when we zoom out to brands and companies, we start to lose that basic sense of reality, and those things become difficult. So, fine – keep it at the micro level.

What works for actual relationships, identity, and resonance between two people also works at the macro level. Extrapolate from there.

Takeaway 2: Differentiate Between Surface-Level Emotions And Core, Integral Emotions

The second thing – and I probably should have started with this because it’s more important – is to differentiate between surface-level emotions and core, integral emotions.

You have to be honest about that.

For example, fun is a very surface-level emotion, whereas things like connection or overcoming struggle are much deeper and more meaningful.

So, you need to be honest with yourself and understand what kind of emotional targeting your brand identity actually goes after. If it’s surface-level, don’t do that.

To help you do that, you can use a rubric to break down those emotional experiences.

If you’re trying to elicit an emotional reaction from an audience, targeting an emotional state of mind rather, with an audience, ask yourself: Is the emotional state you’re targeting surface-level? Neutral? Mildly deep? Does it have significant resonance? Is it deep or dripping with meaning? Or is it existential – does it produce a visceral reaction?

Like when you’re watching a movie – mine is Field of Dreams. When the dad and the kid play catch, you just can’t help yourself from crying.

If your brand can produce that kind of emotional connection, you’ve hit the mark.

Takeaway 3: Lean Into What’s Meaningful To You

The third thing is to lean into what’s meaningful to you.

It’s a two-way street. You can’t just target the audience – it’s a relationship.

So, what’s meaningful to you matters also. You can’t fake it till you make it. You have to understand who you are, what’s meaningful to you, and how that fits into the audience’s context.

Takeaway 4: Tap Into Who You Already Are

You should think about this more as tapping – I know we say building brand, but it’s more like tapping – into yourself, and understanding and really being honest with who you are, what you are, and what you’re trying to do, versus building something.

It’s more of tapping into something that’s already there – super helpful.

Katie: That was awesome. That was so profound of me. That’s awesome, Mordy. Cool.

Mordy: Like, hey, Paul, I interviewed Paul McCartney. Remember when he was in the Beatles? Yeah, that was awesome, man. I’m dating myself with that skit, by the way.

Q&A

Is It Universally Applicable? How Do You Apply It To An Unemotional Product Or Service?

Katie: I have a question for you. Is this universally applicable? Let’s say you are selling Mordy’s Widgets and Shakes, and you’re a company that sells cogs for wheels and milkshakes.

Mordy: Strong brand identity right there – cogs and milkshakes.

Katie: Right? Yeah. So, but, you know, milkshakes – people emotionally eat. And so, like, that’s an easier one, obviously, to connect with people on.

But cogs are really, like, they’re pretty – you know, like, the clockwork thing might be pretty unemotional.

So, would you appeal to people’s need for control or accuracy or precision?

Like, how do you apply this to something that might seem like an unemotional product or service?

Mordy: So, people ask me this kind of, like, all the time. What I just outlined is a process, and that process is universal. So, I’m not talking like – it always will look slightly different when it’s applied.

But the thing with brand, maybe different than maybe other disciplines, is that it’s all about process, and the process should be relatively universal.

So, let’s say you’re talking about widgets. First off, there’s a reason why you went into that business.

There’s a reason why you think it’s important that people have this widget.

There’s a reason why – there’s an impact that you’re trying to make on people’s lives. There’s a story there, right? There’s meaning in that. If there wasn’t meaning to that, why are you doing it?

Katie: Right? Even if it’s something like efficiency or cost savings.

Mordy: Yeah, no – like, just doing something, right? And then, but I would always – like, if it’s an efficiency – like, people will stop. Why is that efficiency important to that person? Like, what’s going on? Imagine it’s, like, a busy parent, and you’re making their lives more efficient.

So, we say, “Our product makes it more efficient.” I wouldn’t stop there. Right? Go to the next: What does that efficiency look like to that person? And why does it matter? Yeah.

Katie: How would that touch them emotionally – to feel like their life works, that they have a car that they can trust?

Mordy: I feel like a cog in a machine.

Katie: Don’t we all at times, Mordy? Don’t we all?

How Do You Bring Messaging To A Deeper Level?

Katie: So, and then, the other question I actually wanted to ask you is this: So, what if – let’s go back to the ice cream. What if it just feels surfac-y and it doesn’t feel deep? How do you bring it to that deeper level?

Like, as opposed to, like, you know, “I had a bad day, and I want to eat a pint because I know it’ll feel better.” It’s very surfac-y. But, like, what’s under that? How do you go deeper?

Mordy: So, personally, in that particular case, like, what’s going on is making you want to eat like that? Like, there’s clearly something going on.

Now, you know, as someone who would sit down with a pint, this inevitably pops up. I’ll tell you where it pops up a lot – where you have, like, a year in the vertical – I’ll say digital marketing agencies.

We all kind of sound the same. Sorry. We offer PPC and SEO, and, like, well, what else do we say?

So, again, it’s all about tapping in. If you can tap into why digital marketing is meaningful to you, like I said before, it’s a two-way street.

There has to be part of you involved in this connection – the meeting of two identities: your audience’s identity and your identity.

So, if you were like, “Oh, tap into yourself. Why did you get into digital marketing? Why do you think it’s important for people to have this? What do you think it does for them?”

Again, all of that motivation and reasoning and story behind what you did and how you got here – there’s usually an underlying level of meaning in there that you just haven’t sat down and really gotten in touch with.

Think of it like therapy for your brand.

Katie: Yeah, I really like that, Mordy.

Wrapping Up: What’s Next?

Katie: So, I think that in future episodes, we will get more into things like, “So, how does that translate into messaging or calls to action?” Or, you know, all the various things that brands can help with.

So, just teasing that a little bit – there’s definitely more to come.

Mordy: We’re going to get into a lot of, “How does brand actually impact your performance?” I’ll give you a spoiler alert: It makes it a lot cheaper.

Katie: Nice. All right. All right, Mordy, do you have any final thoughts for today, or should we wrap it up?

Mordy: Oh, no, I’m saving my thoughts for the next episode. Tease.

Katie: Yeah. No, all good things. All right. Well, that’s it for today. Have a good one. I am Katie Morton. This is Mordy Oberstein, signing out. Bye.

Mordy: Bye.

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Featured Image: Paulo Bobita/Search Engine Journal

B2B Buyer Behavior Has Changed: Proven Strategies For Sustainable Relationships via @sejournal, @alexanderkesler

The reality of working in B2B today is that tried-and-tested tactics are no longer as effective for engaging buyers.

Buyers are independent, defensive, and prefer independent research before reaching out to sales, only when they are absolutely ready to do so.

Part of the reason for this is due to the increase in size of buying groups, the average of which now spans approximately 11 individuals.

These buying groups have their own complex purchasing processes – 70% of which take place in the dark and often anonymously before they reach out to sales.

When these buyers are ready, 84% of the deals go to the vendor on their day-one list.

This new buying behavior, where self-discovery predominates, highlights the urgency of evolving old tactics and embracing buyer-led strategies that meet buyers on their own terms, where they are.

This includes moving away from traditional lead generation in favor of evergreen, always-on buyer enablement practices based on buyer intelligence.

In this article, I will share five buyer enablement strategies based on successful demand programs that elevated our clients’ engagement metrics and resulted in sustainable buyer relationships.

5 Proven Demand Strategies To Enable Buyers

1. Identify Your Buyers Precisely

Identifying your buyer starts with recognizing that most B2B buying groups are made up of multiple stakeholders – as many as 15 individuals or more – each with distinct concerns and decision-making power, according to our own Q4 2024 market research.

To effectively engage these groups, you need detailed buying group personas that define key revenue leaders and influencers.

Referencing existing buyer personas at large accounts is a helpful starting point, while first-party data and other sources like client relationship management (CRM) insights, client interviews, website behavior analytics, and industry reports will provide you with a more comprehensive view of their needs, goals, and preferences.

Identifying intent signals is equally important for modern account-based marketing (ABM) strategies. These behavioral cues suggest when a prospect or buying group is actively researching solutions and may be in-market to buy.

Key buying group intent signals include:

  • Multiple website visitors from the same organization.
  • Consumption of solution-specific content.
  • Engagement across multiple channels.
  • Webinar or event attendance.
  • And many more.

Predictive tools, competitive research, and technographic data can further enrich these insights.

By integrating real-time intent signals into your ABM programs, you can dynamically adjust campaigns to align with the evolving needs of buying groups and their individual members.

Rather than relying solely on static personas, dynamic ABM leverages intent data to better understand each persona’s immediate pain points, preferred channels, and buying triggers.

This approach ensures that you reach the right personas, within the right accounts, with the right message at the right moment, ultimately driving greater engagement, pipeline velocity, and revenue impact.

2. Be A Partner To Your Buyers

We are seeing a trend of more and more buyers (as many as 58% according to our Q4 2024 market research) seeking the proven expertise of consultants and subject matter experts to inform and de-risk their decisions. This trend is closely associated with the increase in the length of buying cycles.

To compete effectively, marketers ought to adjust their engagement to offer integration and consultation, effectively establishing their brand as a committed partner that supports its buyers and meets their needs. This, in turn, translates to demand.

This brand-to-demand-to-revenue strategy relies on early engagement to establish trust and build a brand presence before buyers are actively looking.

The brand experience you present should carry across multiple touchpoints to engage all stakeholders within the buying group, emphasising your position as a trusted source.

Examples of early brand-to-demand tactics include:

  • Identifying the most suitable channels for generating awareness of your unique value proposition (UVP).
  • Sponsoring events to engage qualified prospects with just-in-time information.
  • Adopting a multithreaded nurturing approach.
  • Promoting curated content hubs to facilitate buyer research and self-discovery, customized per persona.
  • Offering webinars, workshops, or roundtables.
  • Providing buying group influencers with data to make an internal case, such as product specification sheets, decks, and guides.

Establishing a vendor-partner relationship is critically important when nurturing defensive buyers because it reduces risk, builds trust, and enhances buyer confidence – all of which are top priorities for today’s cautious, efficiency-driven buying groups.

This also helps buyers feel reassured that they are investing in solutions that are well-supported, credible, and aligned with other trusted vendors in their partner ecosystem​.

3. Focus On Buyer-Led Content

Nurturing and enabling buying groups calls for buyer-led content strategies that speak directly to active buyers, buying groups, and accounts.

Creating content hubs to enable buyer research is one of the most powerful moves you can make today, especially for large buying groups in complex industries.

Content hubs designed to support in-depth research empower buyers to make informed decisions with more confidence.

These content libraries also establish your brand as a reputable, expert source of information.

It is important to align content hubs to individual buying journey stages so buyers can self-serve information.

Below is an example of what that looks like:

  • Awareness stage: industry reports, tactical guides, thought leadership focused on how-tos.
  • Consideration stage: product overviews, case studies, webcasts.
  • Decision stage: demo request, pricing sheet, product implementation roadmap.

Additionally, content can be personalized by role:

  • CMO: trend reports.
  • Procurement: service-level agreement (SLA) terms.
  • Finance: return on investment (ROI) guide.
  • IT: security threat insights, compliance checklist.

Micro-targeting buyers with relevant, behavior-driven content is great for creating seamless, value-added experiences that drive preference and loyalty, ultimately enabling buying groups to confidently choose your solution.

To achieve competitive displacement, ensure your content is visible and discoverable throughout the buyer’s journey.

This can be achieved through SEO, AI/Generative Engine Optimization (AEO/GEO), and by leveraging omnichannel engagement tied to real-time behavior to deliver personalized messaging that resonates at every touchpoint.

You can also use intent-driven targeting to engage accounts already researching similar topics​.

4. Continuously Optimize With Demand Intelligence

Nurturing and enabling buying groups is not a one-time effort, but an ongoing optimization process.

Success depends on continuously updating intelligence across buyers, buying groups, and accounts to stay aligned with evolving needs and behaviors.

Measuring the impact of your buyer enablement tactics can be done in several ways:

  • Content engagement metrics, such as views, downloads, and time on page.
  • Buying group activation metrics, such as the number of roles and stakeholders engaged.
  • Deal acceleration metrics, such as sales cycle length and conversion rate.
  • Feedback loops with both buyers and sales teams.

By measuring and optimizing at every stage, organizations can identify what is working, adjust strategies in real time, and eliminate inefficiencies.

Essentially, they can successfully self-educate without talking to sales, which aligns with modern B2B buyer expectations.

Continuous optimization also turns good programs into great ones, driving stronger results and building lasting buyer trust.

This approach not only strengthens engagement, but also ensures that every marketing dollar is working harder, helping you maximize the impact of your spend.

5. Enable Sales Teams For Success

To truly nurture and enable buying groups, organizations must equip their sales teams with the right strategies, including the tools, insights, and approaches that support more informed and impactful outreach to buyers.

This starts with personalized messaging tailored to each account and buying group, and continues with follow-up that reflects the needs and behaviors of individual buying group members.

A key part of this approach is helping sales teams engage buyers at the right pace.

Acting as trusted consultants, sales teams can guide buyers through their journey with a buyer-centric mindset that clearly communicates the unique value of your organization.

Achieving this requires strong alignment and collaboration across marketing, sales, and the broader organization – everyone must rally behind a shared North Star focused on enabling the buyer first and foremost.

Best practices for achieving organizational alignment include:

  • Collaborating to define the ideal buying experience.
  • Setting joint revenue and buyer engagement targets.
  • Regularly refreshing sales outreach strategies.
  • Detailed mapping of each buying group and member, including pain points and interests.
  • Activating multi-threaded account strategies.

By prioritizing buyer enablement and supporting sales teams with the right approach, organizations create a seamless experience that builds trust, accelerates deal cycles, and drives better long-term outcomes.

The Importance Of Evolving Alongside Your Buyers

Buyer purchasing behavior has changed unequivocally. Buying groups are expected to remain cautious, with buyer journeys expected to lengthen even more.

To thrive in this environment, organizations must prioritize brand-to-demand and value-focused solutions, using their expertise to solve buying group challenges – all the while enabling self-service options whenever possible.

It is time to meet buyers where they are, which means evolving the playbook and closing the door to old ways of thinking.

Key Takeaways

  • Buying groups and long sales cycles are the new reality: Today’s buyers prefer to self-educate, making it essential to shift toward buyer-led strategies that meet them where they are – on their terms. This requires moving beyond traditional lead generation and embracing buyer enablement approaches powered by real intent signals.
  • Buyers and how they buy have changed: B2B purchases now involve up to 15 stakeholders or more, each with their own priorities and influence. To engage them effectively, build detailed buying group personas and identify intent signals that reveal when prospects are actively exploring solutions.
  • Buyer enablement does not end; it evolves: By optimizing at every stage, organizations can fine-tune strategies in real time, enabling better and consistent outcomes.

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Featured Image: Alphavector/Shutterstock

How CMOs Can Tell Stories To Manage Change [Case Study With Mondelēz International] via @sejournal, @gregjarboe

Chief marketing officers should evaluate and synthesize success stories to learn from past marketing efforts, identify repeatable strategies, and demonstrate the return on investment (ROI) of their work to stakeholders.

Ultimately, this can help to drive better future campaigns and business outcomes.

As Steve Jobs once observed, “The most powerful person in the world is the storyteller. The storyteller sets the vision, values, and agenda of an entire generation that is to come.”

Telling Stories To Manage Change And Uncertainty

Storytelling is important because it’s a fundamental way that humans connect, share experiences, and learn.

It fosters empathy, creativity, and emotional intelligence while also helping to build relationships, convey complex ideas, and inspire action.

Mondelēz International, a Fortune 500 company in over 150 countries, generated around $36 billion in net revenue in 2024.

Its well-known international and local brands include Oreo, Ritz, and Tate’s Bake Shop cookies and baked goods, along with chocolate favorites like Cadbury Dairy Milk and Toblerone.

(Disclosure: I was a member of a team of subject matter experts who taught a bespoke digital marketing training program for hundreds of marketers at Mondelēz International. I can share its story now without violating my non-disclosure agreement because it has since made this information public.)

Mondelēz International’s Journey To Customer-Centric Growth

The challenge for any Fortune 500 CMO is navigating the ever-evolving consumer behavior and technological advancements.

Mondelēz International, a global snack giant, offers a compelling blueprint for not only reacting to change, but also proactively shaping it.

Its journey, spanning several years, highlights the critical elements of foresight, collaboration, and a deep commitment to understanding the customer.

Embracing Empathy At Scale

Back in 2019, Mondelēz recognized a fundamental shift in consumer expectations. The desire for generic brand messaging was waning, replaced by a craving for familiarity and personalization.

This insight spurred a strategic pivot, moving the company from a margin-focused approach to one centered on growth, fueled by increased marketing investment and a concept it termed “empathy at scale.

This wasn’t just about collecting data; it was about establishing the right connection with the right customer at the right time.

The early days of the pandemic underscored the wisdom of this shift.

While consumer behavior was in flux, Mondelēz’s prior investment in digital maturity and flexibility provided the agility needed to adapt.

The bedrock of this strategy was a profound understanding of its consumers, allowing it to create genuine value, a principle that remains timeless in the face of uncertainty.

Mondelez India’s Automation-Driven Success

Mondelez India has achieved remarkable success through automation, particularly in the diverse Indian market.

Its innovative approach to ad personalization has demonstrated the transformative power of marketing automation and machine learning in creating deep customer connections and driving significant sales.

During the Diwali festive season, Mondelez India recognized the immense value of local relevance for its Cadbury Celebrations gift boxes.

It ingeniously leveraged voice AI and ML to create ads featuring megastar Shah Rukh Khan, in which he personally named local stores selling their products.

This technology enabled the efficient generation of a staggering 130,000 videos, each tailored to a specific store.

Using YouTube’s advanced contextual targeting, the campaign matched ad versions with the right audience based on their proximity to local stores.

This hyper-local approach resonated strongly, resulting in a 60% increase in YouTube engagement, 42% growth in sales at local stores, and 33 million gift boxes sold during the festive season. The campaign underscored the power of making consumers feel directly seen and acknowledged within their local context.

Mondelez India further pushed the boundaries of ad personalization with its campaign for Perk, a chocolate brand popular among youth.

Recognizing the cultural phenomenon of “cancel culture,” the brand aimed to inject humor and encourage levity.

Using AI to identify 2.5 million of the most searched videos, it created custom disclaimers that playfully warned viewers of potential “triggers” within the content, such as a carrot being aggressively chopped in a cooking video.

These short, pre-roll ads were seamlessly integrated into each of the millions of trending videos using Google’s custom-built API and Director Mix technology.

The campaign’s clever and highly contextualized approach resonated with viewers, bringing in an impressive 84 million views, 635 million impressions, and a 20% spike in sales.

It demonstrated how injecting timely cultural relevance, powered by automation, can capture attention and drive business results.

Bridging The Art And Science Of Marketing

The execution of “empathy at scale” demanded a fundamental transformation in how Mondelēz operated. It wasn’t enough to have insightful data; the brand needed to activate it effectively.

This required a powerful synergy between the “art” of marketing and the “science” of data.

A pivotal element was the strong partnership between the chief marketing and sales officer and the architect of their data infrastructure. This collaboration was the engine driving their digital transformation.

Recognizing the need for robust data management, Mondelēz partnered with Google Cloud to build regional data hubs for first-party data.

Critically, it also invested in training its teams to leverage these new capabilities. This wasn’t just about technology adoption; it was about empowering its people to harness the power of data.

This strategic overhaul yielded impressive results. By integrating previously siloed data, Mondelēz gained a holistic view of its consumers, enabling it to deliver personalized content that cut through the noise.

This human-driven strategic shift, augmented by technology, resulted in significant ROI increases globally and in the U.S., laying a solid foundation for sustained growth.

Leveraging AI To Scale Personalization And Reach New Audiences

The marketing landscape continues to evolve, with audience fragmentation across media platforms becoming a significant challenge.

For brands with deep heritage, like Cadbury, the added complexity lies in extending their reach beyond traditional channels to engage new generations.

The story of Cadbury’s Creme Egg offers a powerful illustration of how to navigate this challenge.

Faced with increased competition and cost-of-living pressures impacting consumer spending, Cadbury recognized the need to connect with Gen Z and Millennials, who were less engaged with traditional TV advertising.

Building on its existing digital presence, particularly on YouTube, the brand explored the potential of AI-powered video advertising. Initially, adapting its existing TV ad for digital seemed like the most cost-effective approach.

However, it discovered that YouTube’s AI ad formats, specifically Video Reach Campaigns, required a diverse range of creative assets built from the ground up. This realization highlighted the importance of platform-specific creative strategies.

Through a collaboration with Google’s Creative Works team and its creative agency VCCP, Cadbury embraced this challenge. It developed a series of assets for an AI-driven campaign centered around its iconic “How do you eat yours?” slogan.

Leveraging consumer research, it highlighted different eating styles, creating quirky and engaging video statements in various formats, from six-second bumpers to longer ads with compelling story arcs.

By providing a diverse content ecosystem, Cadbury empowered YouTube’s AI to effectively match the right Creme Egg message with the right viewer at the right time.

This approach, managed through a single campaign, allowed the AI to optimize ad delivery based on business goals and audience signals far more effectively than manual adjustments.

Despite economic pressures, the success of this AI-powered campaign, which focused on maximizing unique reach, led to increased investment in both production and media, demonstrating the power of AI to enhance campaigns while underscoring the enduring importance of human creativity.

Key Takeaways For CMOs

This series of Mondelēz International case studies offers valuable insights for CMOs seeking to navigate the complexities of modern marketing and foster customer-centric growth.

Several key takeaways emerge from these examples.

1. Customer Empathy Serves As The Foundational Element For Sustainable Growth

Mondelēz’s early recognition of the necessity to prioritize understanding its customers over solely focusing on margin proved pivotal.

This “empathy at scale” approach became the cornerstone of its subsequent achievements.

This goes beyond mere data collection; true empathy involves utilizing those insights to generate genuine value for the customer by deeply understanding their needs and desires.

The resilience of this customer-centric strategy was particularly evident during the pandemic, enabling Mondelēz to adapt swiftly due to its preexisting strong understanding of its consumers.

2. Hyper-Personalization Implemented At Scale Drives Significant Results

The success of Mondelez India with campaigns for Cadbury Celebrations and Perk illustrates the transformative potential of marketing automation and machine learning in delivering personalized experiences on a large scale.

The Cadbury Celebrations campaign brilliantly demonstrated the impact of hyper-local personalization, making consumers feel directly seen and acknowledged within their own communities.

Furthermore, the Perk campaign highlighted the effectiveness of incorporating timely cultural relevance, powered by AI, to cut through the noise and resonate effectively with audiences.

3. Bridging The Gap Between The Art And Science Of Marketing Is Essential For Success

Effective marketing in today’s landscape demands a strong synergy between the creative aspects of marketing and the analytical power of data.

Achieving this requires critical cross-functional collaboration, particularly a strong working relationship between the CMO/CSO and the data infrastructure architect to drive digital transformation.

Investing in robust data infrastructure is only part of the equation; CMOs must also prioritize training their teams to effectively utilize these new capabilities.

Ultimately, integrating siloed data to gain a holistic view of the customer enables more effective personalization and improves overall return on investment.

Summary

While AI is a powerful tool for scaling personalization and reaching new audiences, it necessitates a strategic approach.

AI can assist brands in overcoming the challenge of reaching increasingly fragmented audiences across numerous platforms.

However, it’s crucial to recognize that platform-specific creative is often necessary, as simply repurposing traditional creative for digital platforms may not be optimal.

AI-powered ad formats often require tailored creative strategies developed from the outset.

Despite the capabilities of AI, human creativity remains essential. Compelling and engaging creative, driven by human insights, is still fundamental to campaign success.

Even during periods of economic pressure, investing in AI-powered campaigns focused on maximizing unique reach can yield significant results and justify further investment in this technology.

The Mondelēz journey underscores the importance of a fundamental shift towards customer-centricity, enabled by strategic investments in technology, data, and talent.

By embracing these principles, CMOs can equip their Fortune 500 companies to not only weather the storms of change and uncertainty, but also to emerge stronger and more connected with their customers.

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Featured Image: StockLite/Shutterstock

To Navigate AI Turbulence, CMOs Can Apply The Flywheel Model via @sejournal, @gregjarboe

Right now, as technology changes daily, chief marketing officers face exceptional levels of change and uncertainty. But it’s not for the first time (or the last).

During the COVID-19 pandemic, nearly two-thirds of CMOs in Fortune 500 companies overcame the extraordinary challenge of navigating change and uncertainty.

This resulted in 65% of CMOs who exited their roles after an average tenure of 4.3 years  “being promoted to more senior roles” or “making lateral moves to other attractive CMO positions.”

However, what was a pandemic obstacle course has been followed by an AI Olympic steeplechase.

To navigate these turbulent times, CMOs should consider analyzing marketing research and applying digital trends to:

  • Discover consumer insights for effective marketing in a dynamic market.
  • Unlock exceptional marketing results and increase return on investment (ROI) with the power of AI.
  • Reach customers across search, video, social, and shopping platforms.
  • Drive progress in marketing by championing the latest innovations and ideas.
  • Transform their data into a tool for building a lasting business advantage.

To lead their teams, CMOs could also apply the flywheel model, a customer-centric approach to business growth.

Adding AI To The Traditional Flywheel

Recently, based on a survey of 2,000 global marketers, Think With Google wrote:

“The traditional flywheel has always existed in marketing. Now, leaders are adding AI to multiply its momentum.”

Screenshot from Think With Google, April 2025

The article provides CMOs with a framework, built on four interconnected pillars:

  1. Measurement and insights.
  2. Media and personalization.
  3. Creativity and content.
  4. People and process.

This framework outlines how AI is amplifying the traditional marketing flywheel.

Measurement And Insights

The first pillar, stresses the importance of aligning key performance indicators (KPIs) with business performance metrics like profit and ROI.

Implementing modern, AI-powered measurement tools is crucial for accurate data and insights while respecting privacy.

A foundation of well-defined KPIs, historical data, and first-party data enables outcome-based planning, where AI predicts and improves campaign performance, optimizing budget allocation.

The future involves an AI-powered Marketing Engine for continuous, real-time optimization.

Media And Personalization

The second pillar, focuses on AI’s role in delivering the right ad to the right person at the right time.

Leading marketers scale successful AI-powered campaigns, shifting budgets for maximum ROI and flexibility.

AI identifies engaged, high-value audiences across channels, revealing valuable consumer behavior insights.

The ultimate stage is AI-powered media transformation, where an AI engine autonomously creates and refines media plans in real time based on continuous measurement.

Creativity And Content

The third pillar, explores how generative AI aids in brainstorming impactful ideas to help develop innovative content.

AI identifies and amplifies top-performing assets, and AI-powered “creative studios” accelerate time-to-market.

AI also enables pre-launch testing and optimization, bringing the goal of real-time, personalized creative delivery closer to reality.

People And Process

The fourth pillar, emphasizes collaboration, extending to the C-suite.

Sharing prioritized AI opportunities early is vital. Transformative leaders restructure organizations to fully leverage the AI engine.

Scaling AI success requires investing in AI talent to develop new operational methods, which are then formalized and disseminated.

Leading marketers design improved workflows and assess AI impact, recognizing that holistic organizational transformation is needed.

The article concludes that these four interdependent pathways merge to create the AI-powered Marketing Engine, amplifying the traditional marketing flywheel.

Analyzing Market Research And Applying Audience Research

CMOs will quickly notice that “The AI-powered Marketing Engine” framework can help to overcome four of the five obstacles that I mentioned above:

  • Measurement and insights can help transform their data into a tool for building a lasting business advantage.
  • Media and personalization can help to reach customers across search, video, social, and shopping platforms.
  • Creativity and content can help unlock exceptional marketing results and increase ROI.
  • People and process can help to drive progress in marketing by championing the latest innovations and ideas.

And CMOs will immediately wonder: Why can’t the AI-powered Marketing Engine help our analysts discover consumer insights for effective marketing in a dynamic market?

That’s the right question to ask, and there are two probable answers.

The first was provided by Avinash Kaushik in 2014, when he asked, “Is your company creating reporting squirrels or analysis ninjas?”

In any organization, investments in data generate two distinct types of work: Reporting Squirrel work and Analysis Ninja work. While both are important, only one directly contributes to improving the company’s financial performance.

Reporting Squirrels primarily focus on data production, spending most of their time creating reports for various stakeholders.

Their responsibilities include data extraction, query writing, fulfilling ad-hoc requests, scheduling data outputs, and coordinating with IT teams for data acquisition.

Conversely, Analysis Ninjas dedicate their time to analyzing data and generating actionable insights, which are typically communicated in clear, plain language.

Their work involves tasks such as data retrieval, segmentation, in-depth exploration, modeling, creating unique datasets, answering business questions, and defining data requirements for Reporting Squirrels and IT teams.

It’s important to note that Fortune 500 companies don’t typically hire individuals with the titles “Reporting Squirrel” and “Analysis Ninja.” Instead, they employ analysts or data scientists.

However, CMOs need to ask if these professionals are primarily focused on data output rather than providing actionable recommendations.

The second probable answer was in my recent article, where I mentioned, “GA4 gives us less than a third of the data we need to know about user acquisition: The initial stage of building business awareness and acquiring user interest.”

I added, “Somehow, we’ve missed what GA4 can’t – or doesn’t – tell us about the Zero Moment of Truth (ZMOT): the moment in the purchase process when the consumer or business buyer researches a product or service prior to visiting your website.”

So, if CMOs realize that they don’t have a clue about where the lion’s share of their customers discovered their brands or products before visiting their website, then what should they do?

They have two options: Get audience research and conduct market research.

Audience research and market research are distinct but complementary approaches to understanding a business environment.

Audience Research

Audience research focuses on the individual, delving into the needs, preferences, behaviors, and language of the target audience.

This micro-level perspective is achieved through direct engagement with the audience via interviews, surveys, focus groups, social media analysis, and by leveraging existing customer data like customer relationship management (CRM) and support logs.

Market Research

In contrast, market research takes a broader, macroeconomic view, examining the overall landscape.

It involves analyzing industry trends, competitor activities, economic data, and trade publications to assess the viability of products or services.

Think of market research as providing the map, indicating where to go, and audience research as the compass, guiding you on the best path to get there. Therefore, both types of research play crucial roles.

AI Won’t Take Your Job. Somebody Using AI Will

CMOs remember what economist Richard Baldwin said at the 2023 World Economic Forum’s Growth Summit: “AI won’t take your job. It’s somebody using AI that will.”

They understand that their Fortune 500 company expects them to successfully navigate the complexities of the AI era and achieve sustainable growth.

To do that, they must embrace AI-powered tools and frameworks while prioritizing a deep understanding of their audience through dedicated research efforts.

By integrating these approaches, CMOs can transform data into actionable insights, optimize marketing strategies, and ultimately, build a lasting competitive advantage in an increasingly dynamic market.

More Resources:


Featured Image: R.bussarin/Shutterstock

Why Search Marketing & Branding Need Each Other via @sejournal, @coreydmorris

I own a digital agency that has existed for 20 years and did branding until just two years ago.

It wasn’t until we stopped doing branding that I came across a number of meaningful connections and “needs” search and branding teams have that enhance the efforts of both.

Search marketers are often at the other end and far away from brand strategy.

When branding is pressed for return on investment (ROI), it often comes downstream through marketing channels, platforms, and the implemented strategy.

Search often struggles without a differentiated brand or strategy to stand  out from competitors in search results for ads or content.

I believe there are great benefits to connecting branding and search, partnering together, and working closely within broader business and marketing teams and environments.

Digging into conversations, my experience, and perspectives shared with me, I’m sharing the benefits categorized for search marketers and brand creatives/strategists alike that can create more consistent and impactful opportunities to elevate brands and performance overall.

For Search Marketers

Content & Creative Standards

In the absence of robust brand strategy development and documentation, search marketers (among other channels) are often left in a vacuum when it comes to creating content and assets needed for SEO and paid search success.

In a vacuum, there are best practices and channel strategies that can guide what gets created and what words, messaging, and creative are utilized.

However, it can be fragmented, inconsistent, and unrelated to broader themes and objectives.

When we have standards and strategies to leverage, we can be a further extension of the key unique messages to bring the brand alive.

I can’t count the number of times there have been conversations between search marketers and sales teams about specific ad copy and imagery that have no grounding or truth from brand strategy to fall back on.

I’ll say this as someone who has done SEO for a long time: You don’t want an SEO to write your copy or design your creative. There are exceptions and unicorns, but you want your SEO experts and SEM specialists doing their craft.

Unique Value Propositions

One of the key measures of search campaigns and strategies is how effective they are in driving conversions – and even deeper, what happens with those conversions and whether they become actual sales, revenue, and profit.

When leads are qualifying, too expensive, beat salespeople up over price, or don’t buy from an online store and go back to Google, we haven’t done our job in telling the story and sharing our value proposition.

There will always be someone looking for the cheapest, and unless we’re the low-price leader, we’ll lose those sales.

But, when someone is seeking our unique offering and factors that can include price but much more are in play, we want to do a great job presenting those at every touch point, including those important to SEO and PPC.

Without having these, we’re either making up our own, leaning on more shallow features and benefits, or inadvertently making our products and services seem similar to everyone else’s.

Support For Off-Page Factors

Unique content, value, and benefits offered through a strong brand identity and strategy can lead to more defined and actionable results.

This is especially true when it comes to attracting links to content (backlinks), and unlinked brand mentions that matter for SEO.

With both legacy focuses on PR and the ability to leverage the brand and newer focuses on digital PR strategies to enhance being found through AI search functions, having a solid branding foundation is important for SEO and PR efforts connected to optimization around external factors and backlinks specifically.

Support For Other Resources

At points in my career managing SEO and paid search, when talking to a writer, UX designer, and other resources, I’ve been faced with questions outside of SEO about voice, tone, style, and other brand aspects.

In many cases, I haven’t had a person, team, or documentation to point to.

SEO especially needs other resources like IT, UX, writers, and others to be successful.

When branding and brand strategy are integrated and accessible, we can again reduce a gap or vacuum created when other resources get pulled in.

The more integrated our messaging is, the better we know our brand and the rules of the road and the more we can do together to be efficient in our resources and not have to do disjointed, unique research in different functions and departments.

For Brand Creatives & Strategists

Connection To More KPIs And ROI

Brand strategy and development have always been critical to any company’s presence, impacting product development, sales, marketing, and customer service.

In so many cases, though, branding has been hard to connect to specific direct key performance indicators (KPIs).

Stakeholder reactions, adoption, and validation of the intended messaging happen.

But most measurement downstream happens in marketing, sales, and other areas well beyond first impressions, and it isn’t explicitly intended to measure brand impact when it gets into marketing tactics and sales pipelines.

With integration and closer relationships between digital marketing (and search) and branding counterparts, more customer journey mapping can be done, bringing KPIs into alignment from the branding process all the way through conversions and sales.

Research And Data Gained

Branding processes leverage market research to guide their work.

Search marketing lives on research data (keywords, audiences, competitors) and analytics to get as real-time as possible in terms of measuring impact.

Search-specific research and analytics are not typically top sources for branding projects. Yet, the data can be a great supplement (and even potentially unique in some cases) to help add another dimension to the market research used in branding strategy decisions and development.

By partnering with search colleagues, a new wealth of information can be gained.

Ongoing Refinement And Optimization

Often, branding, rebranding, and brand strategy are thought of as projects or undertakings that are done once and then done again years down the road – that they aren’t ongoing or continuous processes.

My friend, who owns a highly-regarded branding agency, noted that it is often about once a decade that a lot of companies in the niche industries he serves do a rebrand.

They view it as a one-time event rather than an ongoing strategy or thing to measure, refine, and optimize. That’s a very different approach from search marketing.

By leveraging the insights, partnerships, and opportunities that search marketing and other digital marketing channels offer, branding can become more ongoing and more effective.

Not in the sense of rebranding a company every year, month, or week, but in the sense of being able to make refinements and updates to make it as goal-oriented and effective as possible over time.

Ability To See Implementation All The Way Through

This one is something I was a stickler about in the days that my agency was still doing branding.

It can be deflating, if not frustrating, to invest so much into a complete brand strategy over months and, ultimately, see it not be fully implemented or activated as intended.

In so many cases, the project ended, and even when my team was in charge of implementing the look and feel or messaging in certain places, it was handed off to others to carry forward.

We could find implementations that didn’t follow standards, missed assets, or content that broke the rules.

When search and brand work together, there’s an opportunity to ensure that, down to the keyword and display ad level, there’s a two-way street between search best practices and the brand strategy.

This is to make sure the implementation and activation of the unique aspects of how search is delivered to prospects and customers.

Bringing It All Together

While branding processes and teams might be far away from search tacticians, who are often at the bottom of the funnel driving conversions, and might not seem to have much in common, I contend there’s a big benefit to partnership.

Whether it is a connection to KPIs all the way through, access to data and research, ensuring full and proper implementation, or other factors I unpacked (and even more that I didn’t), in short, brands benefit overall.

We don’t get stuck in as many situations being considered a commodity. Sales teams can be teed up for success without competing on price. Brand affinity can start much sooner, enhancing lifetime value and customer loyalty, which impacts profitability and growth.

More Resources:


Featured Image: Rawpixel.com/Shutterstock

Smart Bidding In Google Ads: In-Depth Guide via @sejournal, @brookeosmundson

Imagine running campaigns that adjust bids perfectly for every auction, targeting the right user at the right moment.

That’s the promise of Smart Bidding in Google Ads.

For PPC marketers, especially for beginners, Smart Bidding can feel like an enticing but sometimes overwhelming tool.

Between algorithm updates, new automation options, and ever-changing PPC best practices, it’s easy to lose sight of how to maximize its potential.

In this guide, we’ll explore what Smart Bidding is, how it works today, and the actionable strategies you can use to get the best results. Whether you’re new to automation or looking to fine-tune your approach, this article is here to help.

What Is Smart Bidding?

Per Google’s definition:

“Smart Bidding refers to bid strategies that use Google AI to optimize for conversions or conversion value in each and every auction.”

Unlike manual or rules-based bidding, Smart Bidding uses data signals – like device type, time of day, location, and even user intent – to determine the optimal bid for each auction.

Some of the key Smart Bidding strategies include:

  • Target Cost Per Acquisition (CPA): Sets bids to help you get as many conversions as possible at your target cost per acquisition.
  • Target Return on Ad Spend (ROAS): Focuses on maximizing conversion value at your desired return.
  • Maximize Conversions: Aims to get the highest number of conversions within your budget.
  • Maximize Conversion Value: Optimizes for the highest total conversion value, perfect for campaigns with varied transaction amounts.

These strategies are invaluable for streamlining campaign management, saving time, and improving results.

However, they work best when paired with a clear strategy and enough data points to make sound decisions.

When Should You Use Smart Bidding?

Smart Bidding isn’t a one-size-fits-all solution. Choosing the right strategy depends on your campaign goals, audience, and available data.

Here’s when each strategy shines, along with real-world examples to help you decide:

Target CPA

Target CPA is perfect for campaigns where controlling the cost per lead or conversion is crucial, such as lead generation.

For example, a SaaS company running a campaign to drive free trial signups wants to maintain a $50 CPA.

By setting this target, Smart Bidding adjusts bids to focus on leads that are more likely to convert within that range, while ignoring auctions where conversion costs might exceed that goal.

Target ROAS

This Smart Bidding strategy is ideal for campaigns where profitability matters more than the number of conversions. Typically, most ecommerce businesses would opt for a ROAS strategy.

For example, say an online retailer selling high-end electronics has a goal to maintain a 400% ROAS (four times return on every dollar spent).

Using Target ROAS, the algorithm prioritizes auctions for users likely to generate higher-value purchases, such as customers buying laptops, while de-emphasizing bids for lower-margin items like accessories.

Maximize Conversions

Try using this Smart Bidding strategy when you have a set budget and want to maximize the total number of conversions, regardless of cost per conversion.

It’s especially effective for brand awareness or expanding into new markets.

For example, say, a non-profit organization aims to maximize email signups for a new awareness campaign.

Since the focus is on volume rather than cost efficiency, Maximize Conversions helps them get the most signups possible within their budget.

Maximize Conversion Value

This strategy is best for campaigns with varied transaction values, where the goal is to optimize for total revenue or high-value actions.

For example, a luxury travel agency advertises vacation packages ranging from $5,000 to $20,000.

By using Maximize Conversion Value, the campaign prioritizes auctions for customers likely to book premium packages, even if they cost more to acquire, rather than focusing on smaller bookings.

Common Pitfalls Of Smart Bidding

Smart Bidding is a powerful tool, but it’s not immune to challenges. Understanding potential pitfalls can help you avoid costly mistakes.

1. Insufficient Or Incorrect Data

Smart Bidding relies heavily on historical data to optimize bids. Campaigns with low conversion volume or incomplete tracking often confuse the algorithm, leading to poor performance.

For example, if you have a campaign that only gets 10 conversions in the past 30 days, it may not be best to go all in on Target ROAS or Target CPA strategies until it gathers more data.

With only a handful of conversions every month, the algorithm lacks enough data to predict future outcomes, resulting in missed opportunities or over-aggressive bidding.

For new campaigns, consider using Maximize Clicks first to gather enough traffic to your website, allowing the algorithm to learn faster and gain more historical data.

2. Misaligned Goals

Using the wrong bidding strategy for your campaign objectives is the easiest way to derail your campaign.

For instance, Target CPA may not be suitable if profitability (ROAS) is your primary goal.

In this hypothetical example, say a retailer mistakenly applies Target CPA to a holiday campaign, aiming for a $20 CPA, even though their products have a $200 average transaction value.

That strategy drives volume, but at the expense of profitability.

Make sure to clearly define your campaign’s primary objective (lead generation, revenue maximization, etc.) and choose a Smart Bidding strategy that aligns with it.

3. Overlooking The Learning Phase

Every Smart Bidding strategy has a learning phase where performance may fluctuate as the algorithm adjusts.

Making changes too soon can reset the process and waste budget.

Say you just launched a campaign with a Target CPA strategy, only to switch it to Maximize Conversions just one week later due to inconsistent results.

This prevents the algorithm from stabilizing and optimizing for long-term success.

Allow one to two weeks (or longer for low-volume campaigns) for the learning phase to complete. Monitor performance, but avoid major changes during this period.

4. Ignoring External Factors

While Smart Bidding is highly adaptive, it can’t predict seasonal trends, promotions, or external market shifts without proper input.

Make sure to use Google’s seasonality adjustment tool to account for temporary shifts in user behavior during sales or promotions, or even national events that could change a user’s online behavior.

5. Underutilizing Advanced Features

Many advertisers set up Smart Bidding, but fail to use advanced options like bid simulators, audience layering, or custom conversion values.

This limits their ability to optimize performance.

Try testing out some of these additional campaign or ad group layers to understand the potential outcomes, and use audience insights to refine targeting.

Best Practices For Smart Bidding Success

Smart Bidding can be a game-changer in the results of your campaigns, but it’s not a magic wand.

To get the most out of this powerful tool, you need to pair automation with thoughtful planning and regular oversight.

By following these tried-and-true best practices, you’ll not only improve campaign performance but also avoid the common pitfalls that trip up many advertisers.

1. Feed The Algorithm With Clean, Accurate Data

Conversion tracking is the backbone of Smart Bidding. Errors in tracking or unverified conversions can lead to misguided optimizations.

When fed with clean and accurate data, the algorithm has the best chance to produce fruitful results.

But when fed with inaccurate data points, your Smart Bidding strategy will wreak havoc on your performance.

Garbage in, garbage out.

Be sure to regularly audit your conversion tracking setup. Ensure every key action (purchases, form submissions, calls, etc.) is tracked accurately and attributed correctly.

For ecommerce campaigns, make sure to include transaction values to correctly use Maximize Conversion Value or Target ROAS strategies.

2. Set Realistic Goals

Unrealistic CPA or ROAS targets can choke the algorithm, resulting in limited impressions or poor bid adjustments.

If you’re not sure what to set your campaign targets at, review historical campaign datasets to set achievable targets.

For example, if your average CPA is $50, don’t set a Target CPA of $20 right away. Start closer to your historical average and adjust gradually.

This also pertains to your daily budget. If your daily budget is only $50 but your average CPA target is $50, this will severely limit ad serving because it’s holding back finding the user most likely to convert.

3. Layer Audiences And Signals

While Smart Bidding works on its own, adding audience segments or demographic layers can give the algorithm more context.

Try using remarketing lists, in-market audiences, and customer match data to guide Smart Bidding towards higher-value users.

You can add audience segments as “Observation Only” to start with if you don’t want to narrow on those users specifically yet.

Depending on their performance, you can always adjust your bids up or down, or even exclude them altogether.

4. Leverage Seasonality Adjustments

Google’s seasonality adjustment feature lets you signal to the algorithm about anticipated spikes or dips in demand.

Before a major sale or holiday, input a seasonality adjustment to help the algorithm prepare for the surge in conversions.

Additionally, make sure to increase your daily budgets to account for those holiday surges.

5. Monitor Performance With The Right Metrics

Don’t rely solely on Google Ads’ automated suggestions and insights.

Do your due diligence and analyze auction insights, search impression share, and audience performance to identify trends and areas for improvement.

6. Run Experiments To Validate Strategies

Testing is critical to understanding what works.

Google Ads Experiments allows you to split test Smart Bidding strategies without risking your entire budget.

For example, say you’ve been running a campaign on Maximize Conversions, but are looking to narrow in on a specific CPA target.

You can set up an experiment to test a Target CPA strategy against the Maximize Conversions to see what performs better for your goals.

That way, you’re not dramatically shifting the behavior of the account overnight and introducing a lot of volatility into performance.

The Bottom Line On Smart Bidding

Smart Bidding in Google Ads has evolved to become an indispensable tool for PPC marketers.

Its ability to leverage machine learning and real-time data is unmatched, but like any tool, its success depends on how you use it.

By aligning your strategy with your goals, feeding the algorithm accurate data, and monitoring performance regularly, you can unlock its full potential.

Remember, automation doesn’t mean you’re off the hook – it means you have more time to focus on strategy, creativity, and scaling your campaigns.

With the right approach, Smart Bidding isn’t just smart – it’s transformational.

More Resources:


Featured Image: dee karen/Shutterstock

5 B2B Customer Retention Strategies To Drive Repeat Business [Webinar] via @sejournal, @hethr_campbell

For many B2B businesses, balancing customer retention with new client acquisition can feel overwhelming—especially when the competition is growing faster than ever. 

Retaining clients is not only critical, but often easier than securing new ones, yet it comes with its own set of challenges. In an environment where customer expectations continue to rise, maintaining long-term relationships requires a strategic approach.

Join us for expert, actionable insights from Moxo, as we address the challenge of building long-term relationships and keeping your clients coming back in our upcoming webinar: “How To Elevate Your Client Retention Strategy: Proven Techniques for B2B Success.”

We’ll dive into how top B2B leaders utilize automation and personalized customer experiences to build lasting relationships, ensuring clients keep coming back—without relying on guesswork.

Why This Webinar Is a Must-Attend Event
Customer retention is no longer about just meeting expectations. In this session, you’ll learn how to use cutting-edge strategies and tools to exceed those expectations and create client loyalty that drives repeat business.

In this webinar, we’ll cover:

  • Why traditional retention strategies may be falling short: How innovative tools and approaches can help you focus on what matters most to your clients.
  • How top B2B companies are using automation to personalize client interactions: Learn how to streamline workflows while maintaining a high-touch experience.
  • Proven methods for deepening collaboration with clients: Gain insights into offering real-time updates and support that keeps clients engaged and satisfied.

Expert Insights From Nikhita Iyar
This session will be led by Nikhita Iyar, Head of Product Marketing at Moxo, who will walk you through actionable strategies to boost client retention and long-term growth. With extensive experience in developing customer-centric solutions, Nikhita is ready to share her insights to help you unlock the full potential of your B2B client relationships.

Who Should Attend?
This webinar is ideal for:

  • Business owners aiming to strengthen client loyalty and retention.
  • Sales leaders seeking to leverage tools that enhance customer experience.
  • Customer success professionals looking to deliver personalized support that sets their business apart.

Live Q&A: Get Your Questions Answered
After the presentation, join Nikhita for a live Q&A session, where you’ll have the opportunity to ask specific questions about the strategies shared and how they can be tailored to your business needs.

Can’t Make It?
No worries! Register anyway, and we’ll ensure you receive a recording of the event after, so you don’t miss out on a single insight.

3 Steps To Futureproof Demand Generation And Achieve First-Party Data Maturity via @sejournal, @alexanderkesler

When Google launched its Privacy Sandbox, the news rang alarm bells for B2B marketers and advertisers. This signaled an end to third-party cookies on Google Chrome, which has over 65% of the browser market share.

The Privacy Sandbox, however, was only the final nail in the coffin for evolving legislation across the world to improve privacy compliance – particularly the GDPR in the European Union and the CCPA in the U.S. (and various other state regulations since following).

Despite setbacks announced by Google to eliminate third-party cookies (three times now in June 2024, with the last delay announced in April of the same year), preemptively building your first-party database is paramount for being prepared when these cookies are truly phased out.

Investing in this now presents a competitive advantage as many organizations have deprioritized their strategies to navigate the phase-out, which will likely lead to significant disruption when the Privacy Sandbox comes into effect.

Indeed, 75% of marketing and client experience users relied heavily on third-party cookies in 2023, and 45% of leaders are spending over half of their marketing budgets on cookie-based activations.

In this guide, I present a simple, three-step process to futureproof your data strategy.

The idea is to start with a demand generation program to collect your initial batch of first-party data and continue to enhance it in future iterations while phasing out third-party sources.

1. Survey Clients To Build Up Your First-Party Data

Surveying clients is the first step to building up your first-party database because they can comment on your buyer experience, as well as the quality of service.

The focus of this survey is to gain rich first-party data to inform updates to your buyer personas and Ideal Customer Profiles (ICPs) in line with your loyal clients to guide your demand generation strategy.

Therefore, determining precise questions that enable you to field actionable insights is key for this survey.

Below are four examples of questions to encourage clients to share valuable, first-party data:

  • Net Promoter Score (NPS): From 0 to 10, how likely is it that you would refer [Organization X] to your colleagues?
  • Pain points: What challenges made you consider purchasing a solution from [Organization X]?
  • Unique Value Proposition (UVP): What 3 unique features of [Organization X] do you like the most?
  • Market positioning: On a scale from 0 to 10, how much do you prefer [Organization X] over [Competitor Y]?

These are just a few of the many questions we ask loyal clients at INFUSE. Since buyer personas and ICPs are fictional representations, it is key to continuously inform them with rich first-party data to maintain their accuracy and relevance.

Recommendations

2. Conduct A Demand Program To Gain Audience First-Party Data

Once you have first-party data from surveys, you should develop and launch a trial demand generation program to refine your data.

The idea is to gain insights from key buyers to enrich your buyer personas and bolster overall go-to-market (GTM) and demand strategies.

Below is a process to launch your first trial demand generation program and refine your first-party database:

Start With Owned Media And Social Selling

Kickstarting your trial demand program by activating your owned media with your sales teams is a great first step that allows you to fully control your approach to engaging your audience and fielding first-party data.

Leveraging a content marketing strategy is an effective way to collect first-party data. Start small, but think of a high-value gated asset for this trial that will generate demand and encourage contact form fills (lead generation), such as a whitepaper, report, or learning course.

Then, you must build a demand strategy around this high-value asset to establish rapport with your audience and encourage continued engagement.

For example, if you opt for a whitepaper, support this with initiatives across your other channels, such as publishing curated insights on social media and crafting slides for your sales team to share with prospects.

The idea is to build a content marketing suite to support your demand program across the channels your audience frequents, creating a stronger basis of brand-to-demand and richer data insights as a result.

Recommendations

  • Nurture prospects with personalized email cadences to keep your brand top of mind and collect further first-party data (such as engagement with certain topics).
  • Develop materials to enable your sales team to share high-value assets and build interest.
  • Create snackable content, such as 30-second social media videos, that highlight the value of your content and encourage conversions.

Find A Content Distribution Partner

The right content distribution partner can greatly increase the reach of your demand program and engage audiences beyond your owned channels.

However, data quality is key when seeking partners. Since the goal is to obtain first-party data and select partners based on their ability to provide this data, as well as its quality – it should complement your existing dataset rather than offer redundant insights.

Focus on content distribution partners with an opt-in audience and managed ecosystems that certify that prospects have engaged with the right content.

This allows prospects to be identified and matched with your buyer personas and then routed to your organization for further engagement.

Content distribution partners commonly have databases with prospects and their market segmentation criteria. This ensures high-value assets are distributed to prospective buyers who are a good fit for your organization and its offerings.

Recommendations

  • Audit the content distribution partner and ask questions about how they segment their audience and ensure data privacy compliance.
  • Create a follow-up structure at your organization for receiving prospects from the partner, such as an email cadence that provides more context to the high-value asset.
  • Refine your outreach targeting with market segmentation information collected by the partner.

Combining first-party data from your owned media and content distribution partner, you are ready to conduct the demand program until its completion. This should ideally take at least a quarter to glean substantial insights and a broader overview of prospect interactions (and may need to be longer, depending on your sales cycle).

3. Analyze And Optimize First-Party Data Acquired From Your Demand Program

Once the demand program has been finalized, it is now time to analyze and optimize your first-party database.

This is the start of a continuous cycle of improvement and data enrichment, which will be enabled by actioning optimizations to your owned media and partner content distribution.

Below are four questions to guide your analysis when reviewing program results and the quality of your first-party database.

Are The Datasets Relevant And Actionable?

Since the principal goal of first-party data is to inform future strategies and target prospects with precision, its accuracy and role in achieving this should be the primary assessment criteria.

Recommendations

  • A/B test different contact form fields to glean relevant information (such as technographic data).
  • Train sales teams to qualify prospects by leveraging your high-value content assets.
  • Utilize lead nurturing cadences to clarify specific information, such as key buyer challenges, available budgets, and members of the prospect’s buying committee.
  • Interactive touchpoints, such as quizzes, can glean this information in a user-friendly manner.

Are Your Buyer Personas And ICPs Still Relevant?

It is quite common for trial programs to highlight misalignments between the audience that engaged with your assets and your buyer personas and ICPs.

Trials can also identify how the key pain points of your personas have evolved or become outdated, indicating necessary updates needed to ensure the relevancy of your messaging across all channels.

Independent of the findings you acquired, regularly examining and updating these profiles is beneficial.

Recommendations

  • Analyze the prospects from the trial with an “open mind,” ensuring that your new profiles truly reflect their pain points and aspirations – rather than fit them into an existing model.
  • Discuss your findings with client-facing teams, particularly sales, to determine their relevance and enrich them with further personal insights.

Is Your Unique Value Proposition (UVP) Still Relevant?

Similarly to your ICPs and personas, your UVP might require a refresh to ensure its relevance.

Due to its strategic nature, ensuring that your UVP is relevant informs all your organizational processes and communications, as well as steering how your brand is perceived by your audience.

The importance of your UVP also means that trialing new versions is key to ensuring its effectiveness before cementing it in the market.

Recommendations

  • A/B test your new UVP and complement this test with other methods (if available), such as focus groups, email nurturing, and surveys.
  • Identify common keywords and expressions used by prospects when discussing their pain points.
  • Analyze the benefits of your products and how well they align with the objectives of the prospects that were identified during your demand program.

Are Your Client-Facing Teams Following Outdated Playbooks?

Client-facing teams often have style guides, GTM playbooks, cheat sheets, and other materials to inform their daily activities. These assets can become rapidly outdated if they are not routinely audited.

Therefore, it is essential to revisit these assets, leveraging findings from your first-party database to ensure their relevance, considering the changes to your buyer personas, ICPs, and UVP.

Recommendations

  • Prioritize strategic assets used daily by teams, such as process documents and style guides.
  • Analyze marketing and sales outreach to assess if their approach regarding pain points is still relevant.
  • Book a session sharing tactics and key takeaways from the new first-party database to inform playbook optimizations.

These are only a few of the many optimizations you can perform after analyzing first-party data from your demand program.

When determining where to start your optimizations, look for low-effort, high-reward projects, specifically client-facing activities. The key is prioritizing the highest value for your organization and ensuring your first-party database empowers you to achieve your goals.

The demand program showcased in this article can serve as a foundation for future iterations to continuously enrich your first-party database.

Key Takeaways

When launching your demand programs and building your first-party database, keep these considerations top of mind to ensure the longevity of your strategies:

  • Begin with owned media: It is essential to optimize and enrich your owned media channels to start collecting first-party data. Kick-off this strategy with one gated asset in a trial demand program to gain insights.
  • Find a content distribution partner: Broaden your scope and engage pre-qualified prospects via a trustworthy partner that can enrich your first-party database with insights from new or expanded audiences.
  • Analyze results and optimize: Scrutinize the findings, summarize them, and determine priority updates to strategic areas and assets, such as your UVP, personas, and playbooks.

More resources:


Featured Image: ArtemisDiana/Shutterstock

7 Ways AI Took My Job [To The Next Level] via @sejournal, @CallRail

With AI-powered call attribution, you can gain valuable insights into which channels are driving the most conversions.

How Call Attribution Works

  • Step 1: Assign – Select unique call tracking numbers to assign to each campaign or listing.
  • Step 2: Track – Potential customers see your ad or listing and call the associated phone number.
  • Step 3: Forward –The calls ring directly into your main business phone, regardless of which number they use.
  • Step 4: Analyze – Because they used one of your tracking numbers, you instantly know which ad or campaign inspired them to call.

With AI-powered call tracking, gone are the days of wondering how your digital marketing efforts are tied to high-value inbound calls.

For agencies, this helps prove the real value of your services and extend the life of your client relationships.

2. AI Can Help You Save Time On Manually Reviewing Calls

Listening to and analyzing phone calls manually can be time-consuming and inefficient for agencies.

However, it’s an important part of understanding the customer experience and sales team performance.

With AI-powered call analysis tools, you get quality, keyword-tagged transcriptions with near-human-level accuracy.

Not only can this technology help you save over 50% of the time spent listening to phone calls, but it can also help you deliver actionable recommendations to clients and drive better results.

Conversation Intelligence, for instance, is trained on over 1.1M hours of voice data and enables real-time analysis for instantaneous results.

This advanced tool provides opportunities for you to improve your strategy through the following granular insights:

  • Spotting disparities in the industry-specific lingo your sales team uses, compared to the lingo your prospects are using to describe their business challenges and goals.
  • Identifying trends or gaps in your service offerings based on what your prospects are asking for.
  • Identifying frequently asked questions and other important topics to address through content marketing.
  • Setting goals for lead qualification — not just the quantity of leads generated for your business.

Conversational AI is perfectly suited to summarize the content of long conversations – however, the call summaries still require a human to read them and determine the main takeaways.

But if you work in a bustling small business, it’s unlikely you’d have the bandwidth for tasks such as call transcription, summaries, keyword spotting, or trend analysis.

Rather than displacing human labor, conversational AI is assisting businesses in taking on tasks that may have been overlooked and leveraging data that would otherwise remain untapped.

3. AI Can Help You Lower Cost Per Lead / Save Money On Tools & Ad Spend

Ever wonder why certain campaigns take off while others fall flat? It’s all in the data!

Even failed campaigns can offer invaluable insights into your client’s audience and messaging.

But if you can’t spot the underperformers quickly enough, you risk wasting your ad budget on ineffective tactics.

The quicker you can identify what’s working and what’s not, the quicker you can pivot and adjust your marketing strategy.

With AI-powered tools, agencies can access instant insights that enable them to reduce wasteful spending and improve overall campaign efficiency.

How To Deliver More Value With AI

  • Make a bigger impact in less time: AI-powered technology creates a force multiplier within your agency, allowing you to make more of an impact with the same level of inputs you’re already using.
  • Unlock actionable insights from call data: AI is revolutionizing the way companies leverage call data by enabling them to gain insights at scale. As a result, businesses can increase their ROI and deliver greater value to their clients by analyzing hundreds of calls efficiently.
  • Foster alignment with data-driven strategies: By analyzing customer conversations with AI, businesses can align their marketing strategy with data-driven recommendations, enhancing overall coherence. Additionally, the ability to create triggers based on specific phrases enables automated analysis and reporting, further streamlining the alignment process.
  • Drive effectiveness with rapid insights: Leveraging Conversation Intelligence enables agencies to deliver better insights faster, increase conversion rates, refine keyword strategies, and develop robust reporting capabilities.

With the right AI-powered tools, you can access the insights you need to ensure maximum ROI for your clients.

4. AI Can Help You Improve Overall Agency Efficiency

Are you spending too much valuable time on tasks that produce minimal results?

Many agencies find themselves bogged down by routine, administrative tasks that don’t contribute much to their bottom line.

But with AI automation, agencies can streamline their operations and redirect their energy towards more strategic endeavors.

From email scheduling and social media posting to data entry and report generation, AI can handle a wide array of tasks with precision and efficiency – giving you time to focus on high-impact activities that drive growth and deliver tangible results.

Ways Your Business Can Benefit From Automation

  1. Automatically transcribe your calls to boost close rates: See how your team is handling difficult objections and ensure that they’re delivering your businessʼ value proposition in an effective manner.
  2. Score calls based on quality and opportunity: Take the time-consuming work out of scoring your calls and determine which campaigns drive the best calls to your business.
  3. Classify calls by your set criteria: Qualify, score, tag, or assign a value to the leads that meet your criteria, automatically.
  4. Automatically redact sensitive information: Protect your customers by removing billing or personal information. Keep your data safe and secure through complete HIPAA compliance.
  5. Monitor your teamsʼ performance: Use Conversation Intelligence as a valuable sales training tool to ensure your team doesn’t miss any key messaging marks.
  6. Know your customersʼ needs: Identify conversation trends in your phone calls and stay privy to evolving customer needs.
  7. Improve your digital marketing strategy: Use AI-powered insights to inform your digital marketing strategy and boost your online presence.

By automating mundane tasks, agencies can optimize workflows, increase productivity, and improve efficiency across the board.

Looking for 5 – 7? Download The Full Guide

Rather than fearing AI, the future belongs to those who embrace it.

By strategically combining human creativity with artificial intelligence, you can unlock capabilities that transcend what either could achieve alone.

Want to discover even more ways to level up your agency with AI?

Get the full guide here.

Local Strategies: How Better Online Reputation Drives Revenue via @sejournal, @lorenbaker

Join us as we look at how your online reputation and local marketing strategies can drive revenue for your business, while avoiding pitfalls along the way.

With guest Raj Nijjer of Edge, we’ll dive into the revenue impacts that your online reputation can have, and why this reputation building should be crucial in your planning.

Join your host Loren Baker, as he and Raj discuss how to avoid wasteful strategies of local marketing and multi-location businesses, plus a couple tips on how a good reputation can help attract and retain top talent.

[01:14] – Raj’s Background and Journey to Edge.
[02:44] – Edge’s Concept of Employee-Driven Growth and Its Connection to Google Reviews.
[10:34] – How Reviews Contribute to Local SEO.
[11:27] – Customer-Facing End: In-Depth Reviews and Personalization.
[13:24] – Standing Out in Cutthroat Competition: Franchises and Service Businesses.
[14:37] – Motivating Employees and Transparent Recognition Through Reviews.
[20:49] – Reputation Management and Injecting Employee Recognition.
[45:06] – Employee Retention During Challenges Like The COVID-19 Pandemic.

We encourage businesses to amplify positive reviews and learn from the negative reviews. – Raj Nijjer, 5:34

Now not only does the brand win and the business win, but employees can feel great or a person can feel great about the job that they’ve done. – Raj Nijjer, 9:21

Positive reviews are so important. There’s one stat I read on your site…53% of customers won’t go to a business rated under four stars. – Loren Baker, 15:21

I think the injection of motivating and recognizing your employees while they’re doing this service is something that we’re very proud of, because we can see which employees are doing really well. And then you can duplicate that. – Raj Nijjer, 21:44

Our goal is to marry the marketing with operational excellence. You want to hold people accountable, especially if you’re rewarding them. – Raj Nijjer, 30:53

I think one thing COVID taught every business owner is employee retention and how hard it’s been to find people and when a displacement happens, it really jeopardizes your business if you don’t plan it well. So you want to keep your superstars, don’t ever lose your superstars. – Raj Nijjer – 41:10

Resources Mentioned:

Connect With Raj Nijjer:

Raj is Head of Marketing for Edge, an employee-driven growth platform for service brands. Previously, he was the CMO of Refersion (acquired), and held executive marketing roles at Yotpo and Yext (IPO in 2017). Raj also spent over nine years at Godaddy (IPO in 2015) in leadership roles launching innovative product lines with over ten patents issued and leading to a PE buyout and an IPO.

Raj is also fractional CMO to early and mid-stage technology startups. Raj received his Bachelors of Science degree in International Management and his MBA from the W.P. Carey School of Business at Arizona State University.

Connect on LinkedIn: https://www.linkedin.com/in/rajnijjer/
Follow him on Twitter: https://twitter.com/RajNijjer

Connect with Loren Baker:

Follow him on Twitter: https://www.twitter.com/lorenbaker
Connect with him on LinkedIn: https://www.linkedin.com/in/lorenbaker