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5 Ways to Leverage Marketing Automation for Your Business

5 Ways to Leverage Marketing Automation for Your Business

It seems like everywhere you turn these days, someone is touting the benefits of AI. Artificial intelligence can now be used to write content, create images, even develop entire ad campaigns. The issue is that using AI requires lots of trial and error on the inputs you provide as well as oversight and fact-checking of the results you receive. Not everyone is going to be a whiz at using AI for marketing purposes.

But take a step back from the computer overlords, and marketing automation is a tool that any marketer can use. Yes, it still involves a basic understanding of technology. But marketing automation tools generally require less oversight once they are set up. And today’s tools are often user-friendly and intuitive to use.

What is Marketing Automation?

Marketing automation uses technology to make various tasks and processes run by themselves. You set up rules, triggers, and guidelines for the tools you’re using, and the tools follow them. These tools are typically software applications that integrate with your existing marketing software.

And leveraging automation for mundane and repetitive tasks has massive ROI. According to a report by McKinsey, automation can save marketers up to 20% of their work time, allowing them to perform human-centric strategic work. Marketing automation can also ensure a better customer experience due to its ability to deliver personalized communications.

5 Ways to Use Marketing Automation

What marketing tasks can be automated? There are a ton of things you can automate, but they all fall within one of these five categories:

1. Database Management

It’s critical to have a “clean” database to use any marketing automation tools. On the plus side, these same tools can actually help you practice good list hygiene!

You can automate lead capture by incorporating forms on your website and in your paid advertising. From there, your leads enter your database and all information is entered into separate fields. Automated processes can document any interactions these leads have with your brand, from web page views to engagement to purchases.

Later, you can automate targeted content delivery based on these fields. You can also use automation to score your leads, prioritizing contact with those who are most likely to convert into customers. The benefits of using marketing automation this way are massive. A Forrester study found that companies automating their lead nurturing workflows see a 451% increase in qualified leads.

2. Personalized Messaging and Content

The automation benefits don’t stop once leads become customers. Both groups can be segmented and sent personalized communications that increase conversion rates. Any field in your database can be used to segment your list, so keep this in mind when you’re building your forms! From demographics to behavior and purchase history, the possibilities are huge.

Marketing automation allows users to create and deliver personalized communications that would take ages to craft by humans. Not only can you automate content sourcing by audience segment, you can also implement triggers within your database to deliver specific pieces of content per field or entry type.

For example, let’s say you have a field in your database that tracks purchases by product. You can automate sending a promotional email to all customers who have purchased a specific product before so that they can save money on a repeat purchase. Even direct mail can be tied to your database by using triggers to assign variable content to be printed—even images!

Beyond database triggers, you can also set up workflows and sequences that trigger off each other. A series of touches can be set up for specific audience segments, leading them through a sales funnel, onboarding sequence, or other process. Your entire content strategy can set up in advance, and once leads or customers enter your database they can begin your specified workflows.

And this boosts conversions. An Epsilon study shows that 80% of consumers are more likely to buy when brands provide personalized experiences. Automation enables targeted messaging, tailored content, and customized offers, resulting in better engagement and customer satisfaction.

3. Social Media Posting and Tracking

One of the most common uses for marketing automation tools is for social media management. Specifically, scheduling posts in advance. This allows marketers to batch their content creation and posting, creating efficient workflows that save time. This is especially helpful for companies with multiple channels for various aspects of their business.

Automation tools also monitor your engagement by channel. You can receive suggestions for the best time to post on each channel to achieve the most engagement from your audience. Many even have the capability to allow you to respond to comments and mentions directly from the tool, reducing response time and improving the customer experience.

Beyond scheduling and monitoring, you can also automate your analytics tracking and KPI reporting. With a few clicks, you can set up a dashboard that constantly updates with the latest data on the metrics you care about most.

4. Advertising and Campaign Management

One of the coolest capabilities (I think) of automation tools is A/B testing. When you create ad copy and select images, there’s always an element of uncertainty that you’ve nailed your strategy. With A/B testing, you can create variables in your content and test which elements lead to the most engagement.

Marketing automation tools eliminate the need for you to sort contacts into test groups, constantly watch the analytics for results, and optimize your content for maximum performance. This testing can be done in traditional digital display ads, social media advertising, and even in email marketing.

Aside from A/B testing, automated processes can help optimize your ad bidding strategy and adjust your audience targeting. All these processes maximize efficiency and performance and ultimately improve your conversion rates. And higher conversion rates means lower customer acquisition costs and higher return on investment.

5. Analytics and Reporting

By now, you know that marketing automation can track analytics and create reports for your social media channels and ad campaigns in their native platforms. But you can also automate data collection and reporting from other sources.

Automation tools can collect data from website analytics platforms (like Google Analytics), email marketing campaigns, and the above-mentioned social media channels and ad campaigns. All your data can be collected in a central location—and then automation can help you make sense of it all!

These tools can provide insights into the performance of all aspects of your marketing activities, helping you make data-driven decisions for optimization and, ultimately, conversion. After all, it always comes down to the bottom line.

Ready to Get Started?

There are a ton of reasons to incorporate marketing automation tools into your processes and workflows. Yes, there will be an investment to use these tools, but the payoffs will be massive! Your marketing department will be more efficient, better informed, and overall more effective.

If you need recommendations for marketing automation tools for beginners or need help implementing those tools, reach out to me. I’m happy to talk you through strategies for automating your marketing tasks and share my experience with you!

Customer Personas: Practical or Pointless?

Customer Personas: Practical or Pointless?

Customer personas have been a valuable marketing tool since developer Alan Cooper came up with the idea in 1983. He used data from specific users—aka personas—to design software interfaces for user segments. Over time, other industries adopted the idea of personas as a way to represent audience segments. Fast forward to today, and personas have become so rote—at least in marketing—that some people are saying they’re over it.

What Are Customer Personas?

Back up a minute! Before we debate the merits of personas, let’s talk about what they are. A customer persona, also called a buyer persona, is a data-centric profile of a singular person who represents a segment of your audience. Almost all personas include basic demographics like age, gender, geographic location, income, etc.

Beyond that, companies select which data to include based on their industry and offerings. A pool service company might include the persona’s comfort level monitoring their pool chemicals. A stock broker might include the persona’s risk aversion or affinity. Marketers often include things like the social media platforms they might use or if they are a decisionmaker in their company.

You Can’t Rely on Quantitative Data Alone

Part of the issue with personas is that you have to build them effectively with accurate data. Fortunately, businesses now have access to large amounts of information. “Big data” refers to massive databases of user analytics, like the data you can access by advertising on social media channels.

But basic demographics aren’t enough to accurately represent a segment of your audience. I mean, take a look at this meme if you need convincing that quantitative data is potentially unhelpful:

meme about customer personas

Courtesy of The Marketing Millennials

The key here is the last line of the meme. The persona means nothing unless you include a person’s behaviors, preferences, and pain points. You must take qualitative data into consideration to get a complete picture of your audience segment.

Today’s digital environment provides access to real time behavioral data. Not to mention that customers’ diverse interests and preferences may be clearer when they feel like no one is looking! Marketers can get a broader understanding of our audience than ever before—thanks again to readily available Big Data. By combining qualitative and quantitative data, we’re poised for success.

How Do You Use Customer Personas?

But how do we use personas successfully? Once you’ve built each persona, the real work begins. The main idea here, at least in marketing, is to treat the persona like a real person and then create strategic content for that specific person. This segmentation of your audience allows you to reach people more effectively based on their preferences. When you “speak their language,” you’re much more likely to engage your audience.

When done right, using personas to develop content for your segments can result in communications that feel personal to them. And consumers engage most with brands who give them custom experiences. Personas are the best way to give a custom-feeling experience to a larger group of people without personalizing it one-to-one. This saves you time—and money.

Some companies post up their personas on the wall so that everyone can see them and reference them. They’re reminders of who the audience is and what each segment needs to hear from the brand. Other companies pay a lot of money for a consultant to create personas for them—and then never look at them again. Obviously, the first example is a better use of the hard work and research that goes into developing customer personas.

Persona creation isn’t a one-and-done kind of process, though. Your strategy should allow for consistently updating your personas based on real-time data. That way, your messaging remains relevant and reflective of your audience’s evolving characteristics.

Final Answer: Personas Are Practical

When developed correctly, personas can be a hugely beneficial part of your marketing strategy. But like everything, they have to be done well AND you have to actually use them!

My Favorite Marketing Funnel: The RACE Framework

My Favorite Marketing Funnel: The RACE Framework

Is it possible to have a favorite marketing funnel? I guess so, because mine is the RACE framework. It was created by Dr. Dave Chaffey, cofounder of Smart Insights, in 2010. The goal was to create a framework that shows how to create and implement a successful digital marketing plan. It can be used by any size business in either the B2B or B2C space, making it super versatile.

RACE stands for reach, act, convert, and engage. (There’s an additional stage—plan—at the beginning, but PRACE just doesn’t have the same ring to it.) Each stage relates to a different part of the customer journey and identifies the marketing activities needed. The framework helps marketers plan their digital marketing efforts and optimize them using data. Optimization relies on the feedback from key performance indicators (KPIs) at each stage.

The reason this is my favorite marketing funnel is pretty simple. It’s action-oriented and provides tactics that any marketer can use on a business’ website and social media channels. It also emphasizes building relationships with customers while guiding them on their journey. Relationship building is my favorite part of interacting with customers, so I find the RACE framework really valuable.

Stage 0: Plan

During the planning stage, you’re creating the overall digital marketing strategy. The RACE framework focuses on inbound marketing efforts—the content you create and publish—as opposed to outbound campaigns. The planning stage is when you create your branded content for each stage of the funnel and decide the channels you’ll publish on. This is also the time to select the KPIs that matter most to you. You’ll use these to measure your success and optimize your strategy by making tweaks to it.

Stage 1: Reach

The top of the funnel is where you want to increase your audience’s awareness of your brand and its products or services. At this stage, the buyer is exploring their options in the market—they might not even know they have a problem that needs solving.

The best strategy is to use a mix of paid, owned, and earned media to reach your audience in different places. (Check out this awesome chart that Smart Insights created to show the different applications of paid, owned, and earned media for different marketing channels!)

As you publish your content in various ways and promote it on various channels, make sure you draw people back to the place where all your content lives. For most businesses, this is your website with a blog. For others, it could be a YouTube channel if most of your content is in video. Wherever it is, you want to lead people to your gold mine and have them fall down the rabbit hole.

Some KPIs you can monitor in this stage include the number of unique visitors to your website, the number of followers on a particular channel, and impressions of a paid ad.

Stage 2: Act

The next step down the funnel is for encouraging customers to take the next step. This is their decisionmaking stage, and you should aim to narrow down their choices and show how your business is the best option. Your content should be relevant to their pain points, inspire them to use your business’ solution, and enable them to make their decision. Ideally, this stage is creating solid leads for your business.

Some KPIs for this stage include the number of leads, your lead conversion rate (if they skip straight to purchase), the amount of time spent on your website, and social media engagement via shares, comments, and likes.

Stage 3: Convert

We’ve reached the most-analyzed part of the funnel: the purchase point. Buyers have made their decision and are moving forward with your products or services. One key aspect of the RACE framework is that even though it’s built for digital marketing, it still tracks offline sales as well as online activity.

A tip for converting your audience to paying customers is to leverage marketing automation tools. You can deploy sophisticated email sequences, retargeting campaigns, abandoned cart messaging, and more. The power of your database can be used to ensure the right audience is converting, leading to satisfied customers.

KPIs for this stage are pretty obvious: sales (both online and offline) and revenue. You can also calculate the average order value to see if your audience is converting on higher-value options.

Stage 4: Engage

This final step of the funnel is my favorite, favorite part! Engaging customers long-term and building loyalty is one of my points of pride in my business. I firmly believe that if I treat my customers like the golden people they are, they will not only return to me and request my services again but also advocate for me in the form of referrals.

Customer advocacy doesn’t just mean referrals, though. Any time one of my happy customers comments on a social media post or gives me a testimonial, they are bolstering my social proof. As we know, social proof pretty much drives all business these days. People trust other people, even if they don’t know them—which is why online reviews can make or break a company’s reputation.

At this stage, KPIs you can use include the number of repeat purchases, the lifetime value of each customer, and customer satisfaction or NPS.

I’ve Got Work to Do…

Writing out this post made me realize that I haven’t applied the RACE framework to my own digital marketing strategy in a while. I have not been as consistent about posting as I should be, and it’s hurting my reach. However, I am killing it at the customer engagement stage, if I may say so!

What do you think? Do you like the RACE framework? What areas can you improve your digital marketing strategy? I’d love to hear from you!

10 Steps to Build an Impactful Content Strategy

10 Steps to Build an Impactful Content Strategy

It can be overwhelming to consider putting together your own content strategy. It’s even more pressure to rely on your content to make an impact on your business goals. If your small business or nonprofit organization can’t afford to hire an experienced marketer, you might wonder how you’ll even get started.

What even IS a content strategy? It’s the intentional plan by which you create and distribute various pieces of content in specific places for your target audience. The key word here is intentional—it’s not a strategy if you are simply throwing things out to see what sticks! Try these steps for building an impactful content strategy for your organization.

1. Outline Your Content Goals

Before you can create a strategy, you need to identify, understand, and document your purpose. This is a major part of being intentional!

Some content marketing goals might be:

  • Increase brand awareness among your target audience
  • Increase inbound qualified leads
  • Position your business as a thought leader in your industry
  • Provide a value-added resource to your existing clients

I’m a fan of creating SMART goals. This means that each goal should be specific, measurable, achievable, relevant, and timely. For example, if you want to increase brand awareness, your goal might read like this. “By July 31, 2023, we will increase website pageviews by 5% by creating and publishing consistent content.” At this stage, you can’t exactly outline which content and on which platforms. But you can always go back and revise your goals after you build your strategy.

2. Reinforce Your Brand Foundation

Before you try to engage new and existing audiences, you have to prepare for the questions they will have. Who are you? What do you do? How long have you been around? Why should I care?

Review The 10 Commandments of Branding and, if necessary, reinforce your brand foundation. Make sure you have a clear and strong mission, vision, and values and if possible, write a brand story to guide your content creation. You also should create a brand style guide if you don’t already have one to ensure that you’re creating consistent and accurate content.

3. Identify Your Target Audience

You may think you know who your potential clients are, but it’s a good idea to do some research. Look into your current clients and identify commonalities between them. Are they all a specific type of business or in the same industry? Are your contacts around the same age range or at a specific job title? Ask yourself these and other questions to try and pinpoint your target audience.

Also look into your competition, if possible. Who are they currently working with? Who is their content speaking to? You shouldn’t copy their efforts, but some competitive research can help you formulate your own target audience.

Going one step further, create personas for different segments of your target audience. These personas are specific profiles of an imaginary person that fits into your demographics for each segment. Include each person’s pain points and why they would choose to use your business to solve them. Say your accounting firm has a persona for Carol, who is 45 and struggles with bookkeeping for her small business. You’ll have an easier time creating content that speaks directly to her pain points (and therefore, those of the people like her in your segment).

4. Decide on Content Formats

There are so many formats that you can use to publish content in today’s digital world. Will you write blog posts? Create YouTube videos? Share quick Instagram Reels or TikTok videos? Show vivid images of your work?

This is another area where competitive research can be helpful. Compare your business website and social media channels with others in your industry. You can even look into how they rank on Google and what keywords they’re using. You might find content voids where there is a great opportunity to share a specific type of content that isn’t currently being leveraged.

That said, make sure you are comfortable creating content in your chosen formats. If you can’t imagine getting in front of a camera, don’t say that you’re going to make selfie-style Instagram Reels. Instead, play to your strengths and consider formats that don’t require you to show your face all the time!

5. Select Distribution Platforms

Now that you’ve established who your target audience is, you need to find out where they hang out online. Your content strategy should include social media channels where your target audience is present! You also have to make sure you choose platforms you’re comfortable with. But only so many—if you spread yourself too thin trying to publish on every platform, it won’t end up well.

If you already have social media channels set up, now is a good time to evaluate how well they are working. It’s absolutely allowed to quit a social platform that isn’t giving you the results you need. Don’t waste your limited time on a platform that isn’t serving you!

6. Define Your Production Processes

It’s helpful to define your process for each content format you’ll be creating. Whether you’re a one-woman show or a team of 20, you need to document your process so that you can be consistent, save time, and be ready for others to assist you. (You might not be a one-woman show forever, and it will be much easier to bring on assistance if you already have your process documented.)

Different formats will have different processes for creation and publishing. For example, my video creation process is very different from my blog creation process. Similarly, the tools I use to schedule and publish blogs are different than the tools I use to schedule and publish social media. Take the time to figure out a process that works for you, write it down, and revise it as necessary if you figure out a better way to do things.

7. Decide on a Publishing Schedule

A publishing schedule is critical for holding yourself accountable and staying consistent. If you know that you publish a blog post every Tuesday, then on Friday you know you need to get cracking if you haven’t written one yet. (Although I highly recommend batching your content creation. This just means setting aside a block of time for creating a several pieces of content while you’re in the zone.)

Having a publishing schedule also helps you take advantage of holidays, special events in your industry, and other key dates. You’ll be able to match specific content with these dates and schedule it accordingly. And speaking of scheduling, take this time to research and select a scheduling tool that allows you to “set it and forget it.” You want to avoid having to manually post on certain days or at specific times if at all possible. I use Hootsuite to schedule my social media posts and WordPress to schedule blog posts in advance.

Even with a scheduling tool, you need to be realistic about the time you have to devote to content creation and publishing. Even with marketing tools to help automate your process, you’ll be spending a LOT of time on executing this strategy! It’s OK to start with publishing less frequently and work your way up to posting more often if you find that you have the time and resources to do so.

8. Develop Content Pillars and Subtopics

You’re getting into the fun part now! Having dedicated content topics that you focus on—also called content pillars—makes your creation so much easier. Have a brainstorming session to consider the major topics that you want to focus on.

Remember, these should be adding value to your current clients and target audience. Think about their pain points that you identified when you were building your personas. What are the major topics that someone would search for to help solve them? Smaller topics that relate to your content pillars are your subtopics, and there can be an infinite number of content pieces to discuss them.

You can also post other content, of course. We want to educate, inspire, and entertain our audience! So if you want to post a relatable meme on your social channel, go for it! You can also share content that humanizes your business, like behind the scenes videos or employee spotlights.

9. Create Pieces of Content

We’ve reached my favorite step! I love creating content to share—but that wasn’t always the case. I was nervous about sharing my thoughts and, in some cases, opinions with the world. This is totally understandable and normal! However, you have to take ownership of your expertise, skills, and experience and act like the expert you are.

Since you’ve already identified your content pillars and subtopics, you know where to start. Make a big list of content ideas, even if they are half-baked to start. You can flesh them out and assign them to specific formats and platforms as you go. (Side note: If you’re writing blog posts, I cannot recommend HemingwayApp enough. It is my essential tool for composing clear and readable content!)

Take advantage of research tools to find detailed information to back up your own thoughts. Scour recent headlines and search engine questions to get ideas for timely content in your industry. While current events are trending for a time, make sure you plan for evergreen content as well. This is content about your business or industry that doesn’t change—or at least rarely. These will be blog posts and graphics that you can refer and link to time after time.

You might also consider having guest content as well, especially on your blog. Invite a guest for an interview or even ask them to write a blog post that you can publish on your website. Or on social media, you can partner with another business in a related field within your industry. For example, if you’re a wedding photographer, you can partner with a caterer and tag both companies on Instagram. You’ll gain more exposure to your shared target audience that way.

Remember to repurpose content for different formats and different formats! If you write a blog post, condense your main points and share in a TikTok video with a link to the post in the caption. Make a graphic for your Instagram that relates to the post. It’s OK to mix and match formats using the same content. Your audience is spread out among different platforms, so this will help you reach more people with the same ideas.

Once you start creating content, you want to set up a place to hold it all. Your content library can simply be organized into folders on your computer, saved in an organized Dropbox, or held in a Google drive. Whatever way you choose to save it, make sure it’s organized so that you can find things when you need to.

10. Publish, Engage, and Track

Now you can publish your content—yay! If you’re using a scheduling tool, this is effortless because you’ve already set it up. If you’re publishing manually, that’s OK too. However you need to do it, shake off the nerves and hit post!

Once you’ve sent your content out into the world, watch for engagement and respond accordingly. If someone leaves a comment, acknowledge them! Commenting can sometimes be just as scary as publishing in the first place. You’ll also encourage further engagement if people see that you’re interacting with them.

After your content has been posted for a bit, check the analytics that are built into each platform you’re using. You can check to see how many people viewed it, shared it, etc. This is valuable intel for you to see what kinds of topics and formats resonate with your audience. It’s also going to inform the measurement part of your content goals and the way you evaluate your success.

Eventually, you can perform a content audit on multiple pieces you’ve posted to get an overall view of what’s working best. You also should monitor trends with your competitors’ content for the same reason.

Get Started!

Now that you have a content strategy and a plan for content creation, it’s time to get started! If you need help along the way, feel free to reach out to me for advice and assistance. Happy creating!

What Are Brand Archetypes and How Can They Guide Your Brand Identity?

What Are Brand Archetypes and How Can They Guide Your Brand Identity?

If you’ve ever studied human psychology (and possibly even if you haven’t), you’ve heard of Carl Jung. He was a renowned psychologist whose work in the 1940s led to the development of personality archetypes. Jung believed that all humans could be categorized into one of these common “buckets” that are based on the dominant goals of each. As we look at his work, it almost seems like common sense. Of course there are commonalities among people, we encounter them every day. But the brilliance of his work lies in the strength of the archetypes and their ability to predict certain behavior based on the values tied to those dominant goals.

While it’s all very fascinating, modern marketers have applied his theories to common brand values, resulting in 12 brand archetypes. It completely geeks me out to think that someone came up with this brilliant twist on Jung’s work!

The idea behind brand archetypes is identical to Jung’s theories about human personalities. They are relatable at a subconscious level because they so clearly represent people—or in this case, brands—that we have all observed or interacted with. And because they are relatable, people feel like they know what to expect from them. This builds trust, and in turn, loyalty. And in the world of branding, loyalty equals dollar signs.

So how does it all work? Let’s take a look at the brand archetypes and their characteristics, and I’ll share some examples along the way.

Characteristics of the Brand Archetypes

There are 12 brand archetypes, but they can be categorized into four overarching types with similar goals. The Creator, the Ruler, and the Caregiver all aim to provide structure to people’s lives—albeit in different ways. The Innocent, the Sage, and the Explorer all relate to the spiritual side of people. The Outlaw, the Magician, and the Hero speak to people’s desire to leave a legacy. The Lover, the Jester, and the Everyman are all about connecting people to each other.

The descriptions below are amalgamated from many sources; however, you’ll find some of my own thoughts included!

The Creator

Dominant goal: innovation.

Adjectives: inspirational, creative, daring, original, nonconformist, provocative

The Creator has a vision that guides development of their products or services. They’re the early adopters that push the boundaries and think outside the box. They also encourage others to think creatively to solve problems. The most famous example of the Creator brand archetype is Apple. With their tagline of “Think Different,” the brand embodies the goal of innovation and creative expression.

The Ruler

Dominant goal: control

Adjectives: commanding, refined, trustworthy, articulate, confident, and yes—controlling

The Ruler embraces rules, especially the ones they make. They are strong leaders who will defend their position of power. It’s not surprising that Apple’s main competitor, Microsoft, is categorized as a Ruler. They have established themselves as the authority in every aspect of computer technology and have a reputation of being extremely trustworthy.

The Caregiver

Dominant goal: service

Adjectives: warm, compassionate, nurturing, secure, reassuring, protective

The Caregiver has a desire to help others. They have sparkling reputations as champions of those less fortunate or those who cannot care for themselves, like babies. As such, Pampers is a Caregiver brand. They are all about nurturing our most defenseless people and making their lives better.

The Innocent

Dominant goal: happiness

Adjectives: optimistic, joyful, honest, good, inclusive, humble

The Innocent desires to do the right thing and bring goodwill to others. Their positive outlook and focus on spreading joy make them easy to embrace. My favorite brand, Coca-Cola, is an Innocent brand. Their branding is all about bringing people together and enjoying life. (Remember this great ad?)

The Sage

Dominant goal: knowledge

Adjectives: guiding, assured, wise, truthful, understanding, expert, intelligent

The Sage believes that the truth will set you free. They don’t necessarily want to change the world themselves, but they’re happy to empower others to do so. They are acknowledged thought leaders who share information freely. TED (you know, like TED Talks) is a great example of the Sage archetype. They empower people to share their knowledge and make a difference in each others’ lives.

The Explorer

Dominant goal: freedom

Adjectives: independent, nonconformist, adventurous, pioneering, exciting, fearless, daring

The Explorer wants to set off into uncharted territory and make great discoveries. They’re brave to leave the norm behind and are constantly chasing excitement. I want to be high class and say that National Geographic is a great example of the Explorer, but I really think of Jeep first. Their brand is all about getting outside the routine and having adventures.

The Outlaw

Dominant goal: liberation

Adjectives: disruptive, confrontational, rebellious, combative, free-thinking, challenging

While liberation and freedom are similar concepts, the Outlaw differs from the Explorer in that they actively seek to break the rules. The Outlaw can be off-putting to the masses, but they create a cult-like following with extremely loyal customers. Harley-Davidson is the most often cited example of the Outlaw.

The Magician

Dominant goal: powerful experience

Adjectives: visionary, dazzling, informed, charismatic, transformational, imaginative, idealistic

The Magician wants to turn everyone’s dreams into reality. They live by their vision and often keep their knowledge to themselves to make it happen. Disney is the classic example of the Magician brand archetype. They focus on creating magical moments for their customers and transforming seemingly routine activities (going to the movies, taking a family vacation) into powerful experiences.

The Hero

Dominant goal: mastery

Adjectives: honesty, bravery, empowering, hardworking, motivating, encouraging, competent

The Hero wants to make a difference and solve problems. They tend to see things in black and white, right and wrong, and they rise to meet challenges through hard work and determination. Nike embodies all these characteristics perfectly! Their emphasis on the hard work behind being a successful athlete—no matter your level—sets them apart from their competitors.

The Lover

Dominant goal: connection

Adjectives: intimate, empathetic, soothing, loving, passionate, committed, indulgent, affectionate

The Lover wants to be desirable and appeals to their audience through emotional and physical means. They represent an intimate connection, not necessarily sexual but definitely romantic. Some Lover brands are obvious, like Victoria’s Secret, but others are more subtle, like Chanel. Both brands emphasize a romantic view of life and suggest that their products will bring desire into your world.

The Jester

Dominant goal: entertainment

Adjectives: playful, fun-loving, pleasurable, humorous, positive, inclusive, optimistic

We all know a Jester type—the class clown who loves being the center of attention and making people laugh. Similarly, Jester brands want to maintain playfulness and bring people together through fun. Strangely enough, Old Spice now embodies this brand archetype. (8-year-old me would never have thought my dad’s deodorant was fun…)

The Everyman

Dominant goal: belonging

Adjectives: relatable, approachable, unpretentious, friendly, humble, authentic, inclusive

The Everyman is just one of the guys. They aren’t extreme in any way, but they strive to belong and be liked by everyone. It’s a tough archetype to be in because if there’s nothing special about you, people might forget you’re there. Ford is the embodiment of the Everyman, with their good ol’ boy marketing and their strong association with the lifestyle of the average American.

Determining Your Brand Archetype

You’ve probably already found that you relate to some of the archetypes above. Just be sure that your archetype aligns with your values and vision. Embracing these foundational aspects of your brand not only helps you differentiate from your competitors but also strengthens your relationship with your audience.

When your archetype is aligned with your target audience and their pain points, desires, and needs, you’re literally speaking their language. The archetypes allow us to move beyond a logical choice and impact our audience’s emotions. Once you dive deep into the feelings you want to induce, you’ll be able to find the archetype that fits.

But what if you relate to more than one archetype? That’s totally ok! But it is wise to choose one main archetype to relate your brand to, while using the secondary archetype to help build out your brand identity.

Building Your Brand Identity

Now that you’ve identified your brand archetype, you can get even more specific and create your brand identity. While most brands fit into one of the archetypes, your brand’s unique “personality” is what guides your interactions.

Although it might feel weird, giving your brand human characteristics is necessary for dialing in its identity. Think about a movie character based on your brand. What do they look like? How do they speak? What do they like or dislike? Each brand archetype has some typical adjectives associated with it, but dig even deeper. Don’t settle for surface-level descriptors.

If you can build out a full description of your brand’s human characteristics, you can build a profile that others can use. For example, if you’re hiring a copywriter to create content for your blog, you’ll be able to give them the inspiration for your brand identity so that they fully understand the brand’s voice. The same idea applies to social media managers, graphic designers… anyone who will be speaking on behalf of your brand.

I feel like I could go on analyzing brands and their archetypes forever, but I do have to sleep sometime! Give me a shout if you want to discuss your brand (or just wax on about the brands of the world).