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Platforms need strong participation and purpose – an observation for platform marketing

Platforms blog thumb

Changing how the world works

Brands often want to influence and change the world around them – sometimes within the bounds of authenticity, and sometimes not.

Tech is no different, but when it comes to platform brands, it’s perhaps more true than other segments. Platform brands are often the youthful upstarts and yesterday’s unicorns with high regard for their market contempt and trouble making. They’re often the ones making up the new rules, and zigging when others zag.

A strong belief system or manifesto aligned with their carefully carved niche is super critical to success. There’s little room for the meek and mild here.

New economics of platforms brings new entrants

Platform plays have disrupted many established markets and industries – Uber in taxis, AirBnB in hospitality/travel, Doordash in fast-food – to name just a few. Most markets have received some challenge to norms and business models from a platform-upstart that’s looking to shake-up the status quo and entrenched commercial agendas.

To do it, they (largely) use existing technology to create unique IP to introduce a new route-to-market. But they also come at it with an ecosystem mentality, looking to introduce value to actors that are critical for the platform to be a success. These are often fellow disruptors looking sideways at a market and thinking, ‘We could do with some of that action’. 

In fact, six of the ten most valuable companies in the world today are platform businesses: Apple, Alphabet, Amazon, Facebook, Tencent, and Alibaba. They all allow ‘vendors’ to use their platform to monetise their wares. And they’re doing well out of it!

Now, the winners are not necessarily ‘the tech pioneers’ – they’re often ‘the pioneers with tech’.

But while the platform-model is loved by shareholders and business leaders alike, these brands are faced with some unique pressures. Notwithstanding existing businesses undergoing ‘platform-reincarnation’ and looking to benefit from recurring revenues and sticky services themselves.

Platforms need an engaging core

More than many other tech businesses, platform co.’s need a rock-solid raison d’être for others to exist. They often provide an alt. route to market that still needs to compete with old world models as well as subsequent waves of disrupters.

The kernel of their original business plan needs to surface for ecosystem ‘contributors’ to believe in their vision and collaborate/co-create to the underlying business intent. These participants – together with the end-buyer – need to believe in the operating model as much as they do the character of the marketing. There ain’t no hiding here!

What should the platform marketer look for?

To achieve the relationship above, platform marketers should ensure:

  • The business purpose is very clear and sustainable for ecosystem participants – even more so if a market is experiencing various disrupters with similar models.
  • The purpose is translated into persona-based messages/journeys at key touch points.
  • The value of the model is seen/projected to carry substantial value to contributors (i.e. lean/efficient route to market) and end-buyers (i.e. ease of selection/provision).
  • The brand purpose (i.e. what the brand believes in) must co-exist neatly with the business purpose (i.e. the reason for invention).
  • Bullets 1 and 2 must sense and respond to changing plays of new entrants.

Addressing these issues head-on will get you well into the success zone.

Long live the tech-centric business

This new breed of tech-centric business, or the enlightened leadership team of a ‘platform-reincarnation’ play, are generally in-tune with the needs of the end user. They understand the self-empowered and open business mindset and how that’s good for the market – and their prosperity.

As such they’re generally less infatuated with ‘tech-spec marketing’ than the tech pioneers of yesterday. But they still need to enact the bullets above to make sure their play engages and endures.

The Rubicon Agency has significant experience in platforms play – whether the original platform disruptors or the re-incarnators. 

Check out our experience in platforms.

Make the invisible visible – a hack for infra marketers

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A little bit of magic is required

An Invisibility Cloak is a magical garment that renders the wearer or whatever it covers invisible – and brought to infamy in the Harry Potter film and book franchise. These cloaks are exceptionally valuable within the wizarding world as they are made from the hair of a Demiguise, a magical creature that possesses the power to become invisible at will.

It’s a shame that many infra marketers seem to be using them on their infra plays – making little effort to display their own magic.

The world needs infrastructure visible

Infra may not be the new rock & roll, but it is undergoing a new dawn in appeal and recognition – driven by software defined capabilities, domain convergence and new cloud operating models amongst other market shifts.

Further, infra has arguably become more key as industry moves toward platforms and marketplaces – and (digitally-transformed) business processes become even more infra-dependent. Goals for corporate agility, sustainability and Net Zero have turned up the pressure too.

Technologies that run global industries, markets and communities like 5G, IoT, blockchain, and smart grids rely on infra – and in themselves they ARE infra too.

But to succeed, the impact of this ‘digital plumbing’ must be manifested in a very real and visceral manner. But not all vendors and service providers do a good job in landing this.

More than digital plumbing

It’s probably worth a few words defining infra here – we mean WAN, LAN, mobile, data centre, security, Wifi, interconnectivity. You get the gist.

It doesn’t matter whether it drives a private, public or hybrid environment – the backbone is critical, and its invisibility needs to be overcome with very visible benefits. Often, it does more than connect A to B – it’s linked to possible shifts and transformations in business operations and posture.

Top marketing tips for infrastructure campaigns

The key messaging and creative watch-outs for the tech marketer include:

  • Build bridges between incremental technical/functional benefits and specific business indices. These are likely to be steps towards the bigger goal(s) of the next bullet.
  • Establish a credible link between the holistic, improved operations story and (business or tech) aspiration.
    • By ‘credible’, we mean elevated but within the elasticity of the brand and the authentic purpose of the tech.
    • And by ‘aspiration’ we mean contribute towards goals such such Net Zero, competitiveness, boosting NPD, service acceleration etc.
  • Create an emotional attachment with the above messaging. This is likely to be linked to personal, team or business reward and success
  • A positive response to all these principles will propel you well in the right direction.

Businesses generally invest in tangibles

The above sub-head may not ring true with NFTs and crypto, but most organisations demand highly measurable results.

None more so than big-ticket deals in ‘digital plumbing’. From service/cloud providers to enterprises/SMBs and public sector orgs, all need to act with prudence and diligence – but also with a next-gen mindset. Decisions made can have long-term consequences – good and bad.

The b2b tech agency or tech marketing function needs to make sure their technical argument commands an RFI/RFP, but their aspirations and promise secure brand preference.

The Rubicon Agency has deep experience with networking, cloud and data centre propositions, working with many of the leading vendors in the space. 

Check out our experience in infra.

Surface and serve ‘the power of people’ – an open letter to tech services marketers

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People are brilliant

Not everyone can possess the scientific, literary or mathematical brilliance of Einstein, Wilde or Turing. Luminaries and intellectual gamechangers like these don’t come along every day.

However, brilliance manifests in various ways, reflecting exceptional intelligence, talent, or skill in specific areas. Brilliant individuals think deeply, solve complex problems, and generate innovative ideas daily.

It’s a shame that this truth seems to lack recognition in much of the tech services marketing for professional services (PS), managed services (MS) and engineering consulting (EC). How can we change the record here?

The new services universe

‘Old-world’ IT Consulting has long been a complex industry, where well-paid organisations are charged with ‘integrating the un-integrateable’. And managing the (almost) un-manageable.

Big advisory firms, boutique players and top-drawer resellers have feasted over the space for decades. Their success stories had/still have the potential to influence corporate client success – and for institutions to deliver-on policy pledges.

But times are changing.

  1. The new world of IT is more integrateable, more composable, more modular.
  2. IT itself can now deliver more profound business capabilities than previously dreamt of.
  3. Tech offers are now (generally) configured to be consumed as a service.

But while this is all true, it still needs the power of people to make it happen. We must make sure the value of human ingenuity, assurance and experience shines-through in marketing PS, MS and EC offers. This is not always the case.
Articulate the potential of people

As technology marketers, or b2b tech agencies, we’re used to extracting and communicating the value/potential from a software, device or platform. We’re experts at projecting the impact to the user or buyer. But advisory plays are a little harder to land.

Yes, explaining process and operational pathways are part of the job – especially for complex, high-risk tasks that benefit from a ‘good-old’ methodology. But don’t forget about the value-add. And it needs to be better than competing offers too!

What’s the checklist for services marketers?

For b2b tech marketers with a people-driven service portfolio, they should:

  • Ensure each play expresses the very difference of human input – not just a flow of tasks.
  • Cluster service propositions into meaningful bundles where collaboration and intersection of expertise can flywheel success.
  • Create constructs that express the escalation of value aligned with human inputs – possibly around a lifecycle or buyer experience.
  • Establish interlocks between individual services – creating a pathway around the incremental plays that can deliver compounding gains.
  • Embed a vision/ultimate customer destination that can only be achieved with the right combination of tech play + services play.

Manifested properly, these principles will set marketers and tech agencies on the right path.

Blending empathy with expertise

With services plays, tech marketers have more chance to apply empathy and emotional intelligence. Here they’re selling people to people. They’re addressing highly-human concerns – ‘is that something we could do?’, ‘do we trust that to happen?’,’ how can that possibly be achieved?’.

It takes b2b tech agency expertise and mind-shift to get the balance right. But, after all tech still needs people, and people still need tech…

For now, until AI fully takes over! (wink)

The Rubicon Agency has deep experience with consulting, engineering and services propositions, working with many of the leading vendors in disruptive innovation. 

Check out our experience in consulting and services.

Sell aspiration not anti-perspiration – a philosophy for software marketing

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Heros need a mix of aspiration and perspiration

Imagine the scene. A TV ad for a world famous anti-perspirant, where our hero is just about to make the rock climb of their life. Picture the director, sizing the dramatic perspectives that show the peril of the route in-frame and the atmospheric shots of the climber’s preparations. Edit-in the adrenaline-inducing ropes and apparatus – and the climatic joy at the summit. You get the picture.

Now imagine the ad where the focus is just the anti-perspirant and its ability to reduce sweaty arms. It’s a passion killer isn’t it. Well, this is much like the state of software marketing – where there’s a lack of craft and flair in blending perspiration with aspiration.

New models in software make things worse

Software has been core to the tech industry since day one. And as decades have rolled by, the delivery model has changed radically – and more recently the software supply chain and operating models have been turned on their heads too.

But in all that time, software has been engineered to fulfil specific roles – such as office tasks (Word/Excel etc.), processes (SAP/Oracle etc.), horizontal functions (Workday, Adobe etc.) and many more. All are positioned to make things easier, save time, improve accuracy – and fulfil basic needs in our workday lives.

But these binary messages/measures are now table stakes and not enough to express the real value of modern software applications to a business with zeitgeist challenges.

Modern architectures, APIs and AI bring massive potential to what software can do and achieve. And now (as tech marketers and b2b tech agencies) we need to place more emphasis on presenting how it’s going to change the business – rather than the basic performance it achieves. The potential and accomplishments of our erstwhile climbing hero need to be evident and authentic.

Software needs to dare to dream

We’re now talking about new messages and yardsticks – accuracy of experience scoring, quality of predicted outcomes, performance of virtual behaviours – the list goes on.

All these messages are visionary, and all yardsticks were unthinkable just a few years ago. But what principles should be applied by modern software marketers to make sure they’re on the right track?

The modern software marketer checklist

Here’s how to achieve the right level of pitch for the software or app:

    1. Don’t think that the traditional high-touch nouns of agility, flexibility and productivity are enough these days. Break beyond these barriers into fresh air. Go beyond the blah, blah, blah
    2. Get up close and personal with the customer use cases to extract the most valuable essence(s) of the application.
    3. Get empathetic and imaginative in equal measure and apply your own ‘language translator’ to create and pitch a story for business managers/leaders, users and the IT function. All use different languages and have different care abouts.
    4. Loosen-up a bit – apply some b2c thinking (even in b2b propositions) to enforce a fresh perspective and brand expression that buyers and users can relate and buy into.
    5. Finally, don’t over-egg it! Make sure there’s authenticity and reality around the dream you’re selling to the customer. Overdo it and you’ll damage your brand and reputation.

The comfort in aspiration

The above 5 points take patience, rigour and high standards in knowledge extraction and message elevation to achieve the right results. But they sure feel like a breath of fresh air when you get there! The aspiration feels real, sweet and attainable.

The result. You end up with a differentiated, engaging and enduring pitch to your software play. And you’ll feel like our climbing hero from the outset.

The Rubicon Agency has 30-years’ experience in marketing software and applications, working with many of the leading vendors and engineers

Check out our experience in software.

Sell the impact not what’s inside – an appeal to cloud and AI marketing pros

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Do you need a petrol head for adoption?

We all know one. An inquisitive, passionate petrol head that knows the inner workings of the combustion engine. Someone who can explain the mechanics of the turbocharger, crankshaft and gearbox. They’re a great source of free education – but they can be very heavy on the minutiae you pretend to be interested in, just to get the educated answer you’re after.

Cloud and AI vendors can have similar traits – super keen to show what they’ve learned and built over the years – and wanting to share technical detail that exceeds your need, desire (and let’s be honest), comprehension.

More innovation and bamboozling ahead

When cloud started to gather on the horizon a couple of decades ago, little did we all know the profound effect it would have on our lives – whether in the tech or marketing industry or just as a plain old consumer. We’ve needed to introduce and normalise emerging technologies rapidly – and sometimes we’ve overcooked it.

What started as ‘some virtual storage somewhere in the ether’, gained momentum, surfaced disruptive innovations and was the catalyst to a fundamental rethink of computing. It unlocked an Alladins Cave of possibilities and potential that not only reinvented what tech can do, but also business operating models, software supply chains and consumption models.

Tech marketing pros and b2b marketing agencies have spent the last 2-decades marketing cloud services in a way that’s made XaaS the de-facto that it is today. But like our erstwhile petrol heads, we’ve done some bamboozling and blindsiding along the way too.

Don’t love the tech too much

Early adopters can have a habit of thinking everyone ‘gets it’ and ‘instinctively knows where things are going’. And with that can come a false presumption of awareness and understanding.

Cloud upped the ante on what’s possible – but AI has taken that onto a whole new level. All segments, industries and economies are looking over their shoulders for what it could mean. It’s fair to say that (as of writing this blog) much of the AI market is still in its early adopter and (some in segments) early majority phases.

The early majority onwards need tech marketers to join the dots. We need to translate what the emerging tech is – into what it does and what it achieves.

We can’t afford for these emerging innovations to not achieve lift-off just because their value hasn’t been articulated. After all, not all tech vendors are led by visionaries with skills in crisp and eloquent distillation. We need to play our part.

Technologists – programmers, architects, engineers – are all understandably proud of their efforts and their stack. But product/portfolio management and marketing teams need to step in and stop this hitting the market without decoding the value.

What do cloud and AI marketers need to consider?

Solution, product and marketing teams should ask themselves these 3 key questions:

  1. Does your current marketing decode what’s enabled and achieved with your technology, rather than what it does and how it does it?
  2. Do you have tiered messaging to translate functionality and capabilities for varying levels of technical proficiency?
  3. Do you present crisp use case benefits and stories against the status quo?

If some of these answers are no, you may want to think again.

Serving a more tech-friendly audience

Cloud and AI technologies are great for audience levelling – often bridging the needs of the business managers while offering something more progressive and flexible for IT pros.

Alongside that shift, the business manager is becoming more digitally able (with greater workforce representation of millennials and Gen Z).

So, while business decision makers are becoming more technically literate – you still need to keep ‘Team IT’ on-side – especially in larger businesses. This means tech marketers (and their tech agency partners) must balance the need for simplicity with crisp business benefits and technical depth.

Campaigns and collateral produced by b2b technology agencies (and internal marketing functions) need to land the purpose of the tech proposition – without patronising or bamboozling buyers and users.

Collectively, we don’t want to be known as the petrol heads that no-one wants to sit with at the Christmas party!

The Rubicon Agency has significant cloud and AI expertise, working with many of the leading vendors in disruptive innovation.

Check out our experience in cloud and AI.

Resist the urge and rise above the FUD – a plea to cybersecurity marketing

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Scary can create urgency

The Scream movie franchise has been a box office smash over the last 3 decades (yes, the first one was 1996!). It’s used wave after wave of dramatic storyline, unsuspecting victim and bad guy to get bums on seats. And it seems much of the cyber security market is following the playbook.

Yes, IT markets like cyber security and infosec are all about risk and exposure – and leveraging the underlying vulnerability and fear of the buyer is part of the script. But how much scaremongering is required for good business? And when is it bad for building a positive positioning?

Scary is getting scarier

For cyber sec vendors it’s all about outplaying the bad guys and not being taken-out in scene 2 – but it’s clear that things don’t always go to plan. Popular media is full of data-theft, ransomware attacks and compromises – whether it’s public services, high-profile figures or household brands. And now industry must deal with AI-generated adversaries too, with every facet of digital engagement in the threat zone. In IT security, it must seem like the Scream boxset is playing repeat.

So, it’s easy to see why impending doom is an appropriate lever for cyber sec marketing – but REALLY, does it have to be turned-up to the max and with so little respect to the brand and customer?

The pitfalls of scare mongering

Fear, uncertainty and doubt (or FUD) have been around since the birth of marketing. It’s applied to most industries – but perhaps there’s never been such a good vehicle as the security market. Here regulatory pressures and an ‘at-risk’ CIO/CTO/CiSO can lead to over-zealous scare tactics.

With shadowy underworld figures, storm clouds and a complement of hoodies, the average cybersecurity campaign can look closer to a low-budget horror flick than a b2b campaign selling a 6-figure resilience solution.

What should cybersecurity marketers look for in their marketing?

Campaign and product marketing heads should ensure their portfolio is marketed with a healthy balance of optimism/opportunity to offset the threat being faced down.

The customer takeaway should be that the solution is a force for good:

  • Positioned as an enabler rather than just a defender. This avoids the overly negative positioning that impacts perception and brand.
  • Serving progressive capabilities that can be promised and practiced. Telling a measured story of business liberation and beyond the value inhibitor of ‘a restrictive shield’.
  • Customers are looking for subtle cues that instill cool, calm confidence. Continuity isn’t achieved with dashboards alone.

Does your marketing provide these takeaways? You may want to continue reading if you’re not sure.

Businesses need a happy ending

As we covered above, not all stories have a happy ever after. But it’s incumbent on the security vendor (and their tech marketing agency) to ensure that positive forces can (and should) prevail against these ‘mongers of doom’.  After all, the modern CiSO needs to understand and believe in the fundamental promises of tech – not that there’s lots of Ghostface’s out there.

With so many threat vectors, actors and connected processes these days, the CiSO decision-making will be structured, diligent and conscious. They won’t be scared into making the purchase. Not anymore. They want to be treated in a respectful manner – making professional decisions on business exposure AND enablement.

The best approach to address this is with the optimum balance of ‘measured threat’ x ‘actionable resilience’ x ‘business state achieved’ with the solution. Not too much FUD – but similarly not over-arrogant either.

We want to avoid the genre of Scream – but likewise we don’t want to lose the edge and end up with Scary Move either.

This needs an expert b2b tech marketing agency with deep experience in cyber security. One that has proven methodologies to elevate plays and an operating model to create empathy and appetite in buyer groups.

The Rubicon Agency has significant cyber security expertise, supporting many of the leading security vendors to raise their game in security marketing.

Check out our experience in infosec.

25 years of innovation and success with AT&T

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Supporting AT&T for 25 years

We’ve come a long way since launching the AT&T MPLS capability in EMEA 25 years ago. At that time – due to the millennium bug – the IT function was mid-planning for tech meltdown and business was thinking about social Armageddon.  

Way back in 1999 (yes, the previous century), AT&T was looking for a B2B tech marketing agency to run a pan-European programme to improve market education on improved traffic management in the enterprise WAN. And after a comprehensive pitch process, we answered the call. 

Little did we know back then that our relationship would endure for another couple of decades. 

Transformational technologies and opportunities

Winning AT&T added a marquee brand to our client list. Any tech agency would be proud to support the world’s largest telco brand, said Andrew Miller, co-founder, The Rubicon Agency. “After a successful MPLS programme that created a good pipeline of opportunity, we were introduced to a number of functions and teams that allowed us to deepen our partnership. These operations were receptive to an agency dedicated to B2B tech. 

Since then, the agency has had the pleasure of supporting many portfolios across the organisation – geographically and technologically. These include IoT, unified communication & collaboration, mobility, networking, consulting and contact centre. And go-to-market teams such as Education, Retail, APAC, EMEA and Global. 

The Rubicon Agency: a great B2B marketing combination

Maintaining a relationship with a powerhouse like AT&T over such a significant time is no mean feat. With an absolute focus on tech marketing, we’ve got a great track record of delivering results for AT&T – with moments of magic and mojo across many campaigns”, said Andrew Miller. “Whether simplifying propositions or creating new notions and leadership conversations, we look to make our marketing impact deliver a multiple of what AT&T invests with us at the outset”. 

With over 400 projects under our belt, you’d maybe think that things are winding down. But far from it. Our B2B marketing journey continues – with new assignments for AT&T Labs, AT&T Connected Wearables and AT&T Cloud Voice. Things remain busy.   

Here’s to the next 25 years!  

Explore our latest projects for AT&T

The Rubicon Agency’s 25-year relationship with Cisco

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The Rubicon Agency: helping Cisco build the Internet for a quarter of a century

There seems to be a poetic symmetry to Cisco’s claims of accelerating internet uptake 25 years ago – and their current campaign claiming that 80% of traffic runs through their infrastructure. Not only were we supporting them back then, but we continue to do so even now.

In 1999 Cisco, the worldwide leader in internet networking solutions, were on the hunt for a B2B tech marketing agency to support their telco service provider business. Specifically, the co-marketing programme – Rainmaker – was a key investment in driving managed network services business into Cisco Powered Network providers. They just needed a dedicated tech agency to help lead the charge.

After a competitive pitch process, we ultimately secured the prestigious gig.

“I remember the agency selection and campaign development process very well – like it was yesterday. We pitched against 8 other B2B tech or telco marketing agencies to secure the programme. I also remember the lightening bolt of energy generated by adding their logo to our client list.”, said Andrew Miller, co-founder, The Rubicon Agency.

Providing support across Europe and beyond

The following 24 months were taken-up with supporting key European services providers on market development programmes in their respective countries – including Telecom Italia, KPN, DT, Telekom Austria, Swisscom, Belgacom and FT, to name a few.

Since then, we’ve managed B2B marketing programmes across Cisco including Cisco Enterprise Networking, Cisco Capital, Cisco IoT, Cisco Webex, Cisco Partner Development organisation, Cisco Office of Innovation, Cisco Service Provider, Cisco Office of I&D, and many more. And over the last 18 months we’ve produced projects co-funded by Radware and Cisco for Cisco SECURE.

“We knew the initial project had a wide campaign window – but I’m not sure we expected to still have the relationship over 25 years later.” Andrew Miller further commented. “But we’re as proud to be creating mind share and wallet share for the tech giant now, as we were back in the 20th century.”

Cisco + The Rubicon Agency: an enduring relationship

Undoubtedly, Cisco has a bold commitment to marketing – and this philosophy provides a good fit with our agency’s expertise in B2B tech marketing, creating high levels of attraction through in break-through strategy and creative.

Our relationship continues to this day with new projects across several channel, technology and sub-brand functions.

Explore our latest projects for Cisco

Series-C CMOs who hit their growth goals all know this

Series-C blog

If your tech start-up is prepping for its series-C funding round, your Chief Marketing Officer (CMO) has a challenge ahead.

They need to rapidly professionalise the company’s marketing, branding and communications, bringing them up to corporate standards.

They need to show that they have achieved the goals set at the last funding round. And that they have the expertise, the series-C marketing strategy, the technology and skills to achieve the results any series-C investors will demand.  

From scrappy tech start-up to corporate professionalism

At this stage in the start-up journey, the challenge isn’t simply about what the potential customer can see — though that is still important. It’s also about the technology, frameworks and strategies behind the scenes. 

What does the CMO have to do to get the company ready for series C funding? 

  • Demonstrate a communications strategy that addresses each user segment at every point in the customer lifecycle in a way that maximises returns. 
  • Adopt marketing automation as part of the fully technology-enabled strategy for demand-generation and the maximization of customer lifetime value (CLV). 
  • Have a credible demand-generation strategy for taking the business into new segments, new geographies and other new audiences.
  • Develop mature account-based marketing strategies and practices, to ensure and demonstrate maximum revenue growth from your install base.
  • Own a powerful thought leadership platform that creates sustainable conversations and clear market differentiation and leadership. 

To get your start-up through its series-C funding round, brand identity, corporate messaging guidelines, communications strategy must all be comprehensive, flexible and contain all the elements required to enable these and other innovations.  

For instance, if you’re building a personalised digital journey, driven by CRM-based marketing automation, your start-up’s brand identity and marketing architecture must contain all the elements required to support that effort. The system must be able to pull these automatically from your libraries to create the asset it needs, at an industrial scale. 

This requires a combination of marketing, revenue, technical and operational knowledge and practical expertise. For many start-ups, it’s huge leap in combining greater marketing structure, with far more detail in strategy, larger amounts of data and a much greater and broad ranging use of technology. 

We call this stage-by-stage approach the start-up marketing investment maturity path. It runs from pre-seed to series-D. At each stage, the challenges associated with convincing investors, securing funding and hitting growth targets are unique.  

To find out more about the marketing investment maturity path, check out our infographic. 

When technology is a false friend 

In one sense, there is a lot of reassurance at this stage in the start-up journey. CRM platforms, marketing automation, digital-experience — these are all known quantities. You can buy into off-the-shelf technologies and follow ready-made plans. 

That’s all good. But it’s not a substitute for having the necessary architecture underpinning your branding, marketing, corporate messaging and communications. 

The best martech in the world will not help you if: 

  • Your messaging is inconsistent across touchpoints in the lifecycle. 
  • Your communications aren’t tailored to your audience segments. 
  • Your visual branding is a bad fit for your value proposition and brand personality. 

Without the right approach to start-up branding, marketing and communications, you can find yourself with a technologically flawless technical implementation of automated, data-driven marketing at scale and still fail to hit your growth or investment targets. 

Investors want to see conversion metrics, not tech metrics 

In this scenario, the technology-related metrics will look great. But your conversion metrics won’t, because while your comms might arrive in the right inboxes, your messages won’t land with your audience.  

This won’t help you grow your user base or your revenue. It will not help you meet either your series-B goals or convince investors that you can credibly achieve any goals they set as a condition of series-C funding.  

The answer is to make sure your CMO has access to a marketing, branding and comms team that has experience taking start-ups through their series-C funding round. You could choose to build this team internally. But this involves time and cost overheads that many start-ups will find prohibitive.  

The answer is to find an external partner with start-up marketing expertise, right away. A good tech marketing agency will work with you to identify exactly the tools/tactics you do and — and don’t — need for your series-C funding round. It will help you develop exactly the mix of branding, marketing and communications your company needs to achieve its current goals and to give it a platform fit for future growth and evolution. 

The Rubicon Agency has three decades of business and consumer tech marketing experience working with both start-ups and some of the world’s leading established technology brands. 

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This secret gives the best series-B CMOs the edge

Series-B blog

When a start-up makes the leap from series A to B funding, it places a lot of pressure on the company’s marketing capabilities.

At this stage in the start-up journey, investors expect more structure and more obvious professionalism in marketing. You can no longer build your marketing effort solely or mainly around your founders and their vision. 

The time for scrappy, ad-hoc communications is over. Now, you need structure, not just in brand identity, but in your messaging guidelines, your product marketing, your demand generation, your relationship with your channel and other partners — and more.  

We call this the series-B marketing great leap forward. Here’s what it looks like: 

  • Brand marketing: you need a structured brand identity and tone of voice. It doesn’t have to be a 50-page guide to every element of branding, but it needs to cover the basics – and it needs a control system to prevent deviation but allow evolution 
  • Revenue marketing: your product should now be defined as something separate from your company; your target segments and your marketing plan should be clearly defined and your demand engine somewhat proven and reliable 
  • Marketing communications: you should have comms planned for multiple personas across each key point on the customer journey – and across multiple channels. 

Often, by this stage in their lifecycle, the start-up’s Chief Marketing Officer (CMO) has at least a small, dedicated team to work with.  

In one sense, this is a blessing. The CMO has help to hand. But it can also be a curse. Having previously done the marketing themselves, the founders hand over to the CMO, dust off their hands and think ‘job done’. 

This completely underestimates the marketing challenge facing the CMO as they take the start-up from its series A to its series B funding round. 

The series-B marketing great leap forward

The series-B funding round is a key stage on the start-up marketing investment maturity path, running from pre-seed to series-D. At each stage, the challenges associated with convincing investors, securing funding and hitting growth targets are unique.

The series-B CMO has a huge job to do. They must create a branding, marketing and communications vehicle that’s almost as comprehensive, data-driven, accountable and effective as anything a corporate would produce.  

Among other things, that means: 

  • Taking the disparate, ad-hoc branding elements the start-up has created, making them consistent and filling in any gaps to build a comprehensive brand identity. 
  • Building data-based audience segmentation and then creating marketing campaigns, with measurable success metrics, for each segment. 
  • Marketing the marketing model to potential investors, clearly demonstrating how it will enable the start-up to achieve growth and revenue goals. 

You can’t just hand over some blog posts, email templates, the keys to your website and then tell the CMO, “best of luck”. That’s how you set your CMO up to fail. 

What do we mean by fail? Not showing enough revenue growth. Not having the time or headspace to develop a proper market understanding. And not having the tools they need to scale fast enough. And these are all among the top-five reasons why CMOs get fired1.

To find out more about the marketing investment maturity path, check out our infographic. 

Give your CMO what they need to master the series-B transition

To avoid this outcome and the damage it can do to your company as it heads into its series-B funding round, you need to give the CMO the tools, technologies, and team they need.  

For most start-ups, it’s unlikely that it will be economical, or speedy enough, to do this in-house. Building the right team, with the right mix of skills, and putting together the best mix of marketing tools, will take too long and cost too much. 

The answer is to partner with an outside specialist. A b2b or b2c tech marketing agency that specialises in branding, marketing and communications for start-ups can give your CMO instant access to everything they need to win new customers, grow revenue, and convince investors.  

The right agency will work with you to identify exactly the marketing tools you do and — and don’t — need for your series-B funding round. It will help you develop exactly the mix of branding, marketing and communications your company needs to achieve its current goals and to give it a platform fit for future growth and evolution. 

The Rubicon Agency has three decades of business and consumer tech marketing experience working with both start-ups and some of the world’s leading established technology brands. 

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This is the path to series-A marketing and growth success

Series-A blog

Are you the chief marketing officer (CMO) — formal or de facto — of a tech start-up going from seed to series A? If you are, then you need to switch your marketing up a gear and get more structured.

You have a serious marketing challenge on your hands. Typically, at this seed-to-series-A stage, start-ups face two common marketing pitfalls: 

  1. The first is simple: they don’t know how to market, so they just don’t do marketing and hope things will simply work out. They won’t.
  2. The second usually happens when you meet the wrong marketing agency. Rather than light touch, flexible marketing, the start-up is oversold an approach that’s too structured, too cumbersome and too expensive for its seed-to-series-A needs. 

Ok, if you’re not doing marketing at all, that’s fairly obvious. In which case, contact some specialist who can help today (hint: scroll down to the bottom of this article).  

But what about the second? Isn’t it good to go all in, for a belt-and-braces approach? In short: no. At best, investing right now in fully structured corporate branding and marketing is an expensive waste. At worst, marketing that isn’t optimised for start-ups can weigh your company down, hold it back, and make it harder for you to hit your targets. 

How can you recognise if you’re about to fall into this trap — and step back from the brink?

Is your start-up doing too much marketing, too young?

The marketing challenge for seed-to-series-A startups is doing the right things, and enough, to convince clients and investors, while also leaving your company room to evolve.  

For instance, let’s consider brand identity. For an established company, brand identity should consist of a highly structured visual brand identity; product positioning (based on price, benefit, customer persona etc.); audience segmentation — and more. 

But does an early-stage tech start-up need all this? No. At this stage, in almost every case, the company is still turning its idea and its technology into products and services. It’s still finding its audience and its market. And because of this, its identity is still evolving. 

If you spend a lot of money defining a brand identity too formally at this stage, you can absolutely end up with something that looks great, but… 

  • Most of the people you work with won’t know how to use it. 
  • Your company will outgrow the new brand identity quickly. 
  • You’ll waste a lot of money on something you can’t use for long. 

The same principle applies not just to brand identity, but to other elements of marketing: tone of voice, messaging guidelines, product marketing, sales enablement, thought leadership —and so on. 

For all these things, the needs of an early-stage tech start-up are very different to those of a more mature company.  

To find out more about the marketing investment maturity path, and the challenges associated with convincing investors, securing funding and hitting growth targets at each stage, check out our infographic.

How to avoid series-A marketing hell

So how do you avoid spending too much money on branding, marketing and communications that tie your company down, rather than helping it soar? 

The key is to ask yourself, is this — whether it’s brand identity, product positioning, partner marketing or something else — whatever you’re creating, right for your start-up at its current stage of maturity? And will it still be right in six months’ time? 

If the answer to the first question is ‘yes’ but the answer to the second is “no” or “not sure”, then you need to take real care crafting that element of your start-up marketing and communications. 

Identify those elements of branding, marketing and communications your start-up needs right now, to achieve its growth marketing, revenue and investment goals. 

Taking this lightweight, targeted approach to series-A marketing will: 

  • Give you the marketing tools and credibility you need to win over your series A investors.  
  • Equip you with the positioning, sales enablement, demand/marketing ops and other growth-marketing tools you need to win early adopters and hit revenue goals.  
  • Still leave you the room to grow and evolve, without forcing you to go back to the marketing drawing board. 

An agency with the right technology market expertise will work with you to identify exactly the marketing tools you do — and don’t — need for your stage in the start-up journey. It will help you develop exactly the mix of branding, marketing and communications your company needs to achieve its current goals and to give it a platform fit for future growth and evolution. 

The Rubicon Agency has three decades of b2b tech marketing experience working with both start-ups and some of the world’s leading established technology brands.

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How to wow VCs with the right start-up marketing strategy

Start-up marketing strategy blog

Today, just four people work at the average start-up1. Two of them are the founders2. And on average, they all work 60 hours or more a week3.

Little wonder that these small, incredibly dedicated teams who are already overworked with the task of turning an idea into a business, don’t have time for marketing. 

But understandable as it might be, neglecting marketing is a problem for start-ups. It’s a barrier to growth and it makes them look unserious in the eyes of potential investors.  

Why is marketing such a challenge for so many start-ups? 

Start-ups are typically working with a new concept or technology. They need to find ways to turn it into a product or service and secure sufficient funding. 

Most of the people involved are experts in the thing they’re creating, not in marketing or branding. They’re working with a limited budget. They don’t know how to create the right marketing framework for a start-up at their stage. And so on.  

Very early on, right from the pre-seed stage, this creates significant challenges for the average start-up:

  • Of all the different groups who might be interested in your product or service, how do you choose the right ones to target first? 
  • How do you take the technology or product you’ve created, and package it — or its outputs — up as a product your audience will want? 
  • Where does your product fit into the market in relation to competitors, either direct or indirect? 
  • What’s the best way to communicate the benefits of your offering to your audience — and prompt them into acting on your message? 
  • How do you identify, build relationships and work with channel and commercial partners to find the most effective route to market?  

These are marketing problems: finding your audience, creating and positioning your product in the market, defining your brand identity, voice and message, then developing an effective start-up demand and/or partner-marketing strategy

If you can’t answer these marketing questions, and use your answer as the springboard to action, then your start-up will struggle to either grow or to attract investors. 

There is no alternative to marketing that doesn’t end in failure

When you’re in the thick of making a start-up work, it’s easy to view things such as marketing as a secondary concern or, even worse, a distraction. 

But that’s a mistake. In fact, it’s one of the classic start-up pitfalls. No matter how great your idea is, you won’t attract investors unless you can prove there’s a market for what you want to sell. And you won’t create a market without doing marketing. 

As a start-up, there are three ways you can approach marketing: 

  1. Develop the in-house abilities and resources you need to get marketing right for your company’s place on the start-up journey.
  2. Work with an external partner who has the skills, technology and experience of start-up marketing you need to hit your revenue and investment goals.
  3. Ignore marketing because it’s one more hassle — then watch your company fail. 

For many start-ups, option 1 is simply too time consuming and expensive. Option 3 clearly isn’t an option at all. That leaves option 2 – or a blend of 1 & 2. 

Working with a marketing agency is the quickest, most cost-efficient way to access the skills you need to achieve your growth marketing and investment goals. But there’s a catch.  

Marketing for start-ups is not like marketing for other types of companies. If your agency doesn’t have the right experience, there’s a big risk it might make expensive mistakes. 

Understanding the marketing investment maturity path

Every stage of the start-up journey requires a different kind of marketing. And at each stage, the challenges associated with convincing investors, securing funding and hitting growth targets are unique. We call this the marketing investment maturity path. 

In the pre-seed stage, start-ups need a foundational approach that sets basic parameters for things such as branding, marketing and communications.  

But it needs to be flexible and still fairly loose. It should help you convince investors, without placing too many constraints on you. 

Invest too much too early in a highly developed branding, marketing and communications strategy and you risk straitjacketing yourself, making it harder for your brand, messaging and tools to evolve with you. This wastes a lot of money and works against your success.  

So, what are the stages of the marketing investment maturity path and what does good marketing look like for each stage: 

  • Pre-seed: the brand identity remains unstructured, marketing is needs-driven and messaging is built around the founders’ vision.  
  • Seed: messaging and comms are still owned by the founders but evolving to be more formalised and demand tactics are minimum viable product.  
  • Series A: starts to include more mature features, such as structured product marketing, sales enablement and a strategy for revenue generation.  
  • Series B: by this point, the company starts to require more formal structures and guidelines to direct its efforts and ensure consistency.  
  • Series C: marketing, branding and comms become much more professional, driven by personas, personalisation, partner marketing and other value-adding techniques.  
  • Series D: by this point, your marketing should be nearly indistinguishable from that of a corporate: systematised, automated and technology enabled.  

To find out more about the marketing investment maturity path, check out our infographic. 

The right agency with b2b and b2c tech marketing expertise will work with you to solve the start-up marketing challenge and understand where you are on the marketing investment maturity path. It will help you develop exactly the mix of branding, marketing and communications your company needs to achieve its current goals and to give it a platform fit for future growth and evolution. 

The Rubicon Agency has three decades of business and consumer tech marketing experience working with both start-ups and some of the world’s leading established technology brands. 

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Meme of the week #50 – Budget evaporation

Budget evaporation blog

Of all the 50 memes produced so far, this is likely to be the one that’s affected everyone.

As tech marketers, we’ve all embarked on projects and tasks that have been green-lighted by management and leadership – only to be broadsided later with budget re-assignment or withdrawal.

The rapidly changing conditions of the last couple of years have only increased these events. But the emotional investment in the project can sometimes be a bitter pill to swallow.   

Check out the meme, ‘Budget evaporation’. Have you been affected by the vacuum? 

Budget Evaporation Meme

The challenges represented by ‘Budget evaporation’ relate to:

  • Campaign managers who have mobilised initiatives with internal and external stakeholder teams
  • Marketers leading pioneering projects that suffer from a loss of appetite for brave corporate marketing in a downturn
  • Creative leaders who have developed innovative approaches and strategies to change mindsets and behaviours, to have the effort mothballed

This post is 1:50 from #WhenTheAgency, a witty collection of observations through the eyes of the tech marketing agency. All memes are available to drag and drop into presentations or social posts. Visitors are encouraged to share and create knowing smiles amongst your colleagues and peers.

The full library of memes for #WhenTheAgency is available here. Enjoy!

Meme of the week #49 – Customer blind spots

Customer top challenges blog

In tech marketing we need to ensure the service, product or solution we’re pushing addresses the needs of the market. It’s sales and marketing 101.

But how well do marketers know their customers – and how many could recite the top 5 challenges that customers are currently facing? Furthermore, how many can articulate the relevance of their play to any of these challenges?

Check out the meme, ‘Customer blind spots. How well do you know your customers? 

Customers top challenges meme

The challenges represented by ‘Customer blind spots’ relate to:

  • Heads of Marketing who recognise the value of their team having true customer empathy 
  • Campaign managers looking to create relevance between the solution being marketed and challenges and issues faced by the market 
  • Sales leads requiring assets that build understanding and rapport from the get-go of customer conversations

This post is 1:50 from #WhenTheAgency, a witty collection of observations through the eyes of the tech marketing agency. All memes are available to drag and drop into presentations or social posts. Visitors are encouraged to share and create knowing smiles amongst your colleagues and peers.

The full library of memes for #WhenTheAgency is available here. Enjoy!

Meme of the week #48 – Un-distilling

Product marketing blog

In the realm of creating content, we’d all agree that ‘less is more’. At least in principle.

But efforts to distil are often followed with efforts to expand – especially in product marketing.

Here there’s an instinctive desire to cover everything that a technology is, does, achieves, costs and impacts. And inevitably this ends up being quite a body of content – not all of which is required by the customer. 

Check out the meme, ‘Un-distilling’. Have you reduced content, only to have it expanded? 

500 PPT slides to 3 meme

The challenges represented by ‘Un-distilling’ relate to:

  • Head of Sales looking to arm their sales teams with short, punchy customer content
  • Product or solution marketing managers needing to balance brevity and comprehensiveness in their product collateral
  • Campaign managers trying to get the most concise articulation of the product engineered into the campaign flow and assets 

This post is 1:50 from #WhenTheAgency, a witty collection of observations through the eyes of the tech marketing agency. All memes are available to drag and drop into presentations or social posts. Visitors are encouraged to share and create knowing smiles amongst your colleagues and peers.

The full library of memes for #WhenTheAgency is available here. Enjoy!