Crusaders and Shepherds: Lessons for B2B Marketers
I'm enjoying Steve Woods's post today on Digital Body Language, on the ways Marketing departments can and should be "doing" social media. I want to take a deeper dive on a few of Steve's points, because they speak to my own experience as a Marketing Manager, and they conveniently tie in with our recent new white paper, How to Create a Content Strategy for B2B Nurturing Campaigns.
Steve describes the reasons that the Marketing people and the Social Media people are, well, separate people in most organizations: in short, because Marketing thinks in terms of lightning-strike campaigns, and Social Media requires a slow steady drip of content originated from subject-matter experts. My own experience, because of the very things Steve describes, is that Marketing as we know it and Social Media require two entirely different personalities.
- Crusaders: The term "marketing campaign," not coincidentally, ties it to major efforts of politics and war. The most successful marketing campaigns I've been involved with were led by charismatic project leaders. They were kicked-off at the beginning, and celebrated with champagne at the end. At their best, they were more than campaigns, they were crusades. They even had names.
- Shepherds: Managing social media requires constant watchfulness, vigilance, and even the herding of subject-matter experts and the content they produce. If I may mix metaphors, the notions of "herding cats" and "time to make the doughnuts" apply here. There might be a kick-off to a social media campaign, but there is no cause for champagne if they end (die).
Despite this stark difference in personalities, the Crusaders and the Shepherds can get more done when they come together, as Steve's recommendations suggest:
- Crusaders like to launch ads. Advertise the content the Shepherds are rolling out.
- Shepherds create a steady stream of content. Launch Crusades for that content, too.
- Engage the subject-matter experts that the Shephers have herded; bring them into the Crusades, too.
- Use the search budget not just to herd traffic to the blog, but to crusade for the marketing campaigns as well. (This one might seem obvious, but I suspect that the divide between Shepherds and Crusaders prevents it from happening as much as it should.)
At the end of the day, the Crusaders (for all their swagger) can take an important lesson from the Shepherds, and this lesson is discussed in the white paper: it's really all about the buyer, not the Crusade itself. Buyers don't care about the project, the kick-off, and all the hoopla around a marketing campaign. They have their own problems to solve--and they are solving them by having an ongoing conversation with the Shepherds.
So if Crusaders want to reach buyers (and aren't Crusaders the ones counting leads?) don't they need the Shepherds? I'm interested to hear stories of successful ways the two personalities come together.




Marketing strategist.
Marketing tactician.
Comments
@Steve, thanks for the original insight and inspiration.
@Courtney, glad to hear you find those causes to celebrate wherever you can find them. Shepherds vs. Lions, indeed! Thanks for the webinar resource. It's so valuable to have tools for both Crusaders and Shepherds to use together.
@Cormacnel, I hear you, playing the different roles. If your company is smaller, wearing many hats comes with the territory. Congrats for taking on dual roles. I know it can feel schizophrenic at times.
I find this an interested concept as I do both jobs in my company right now. However, I have changed them a bit.
I am part of the social media part of the company so I shepherd relationships and encourage conversation about our company and clients.
I also was asked to do a little sales for the company. This means that I call people and ask if I can help. In this role I more shepherd to see if I can help. I also crusade to help them or find them information. I try to go to bat for them and their product.
I don't know if you would count that as me being a Shepherd and a Crusader but I feel like a do a little of both.
Great post!
This is a great description of the differences I have seen with how people approach Social Media.
However, I still like having some champagne after a small social win. It may not be the War of the Crusader but it is a small battle of the Shepherds vs. Lions.
Sometimes Crusaders just need a little education with out the Shepherds work. Something as simple as Content Management could help them understand how we handle our projects differently. I would like to put up a Webinar from White Horse that explains some steps to help Content Management. These ideas could be incorporated in a campaign that you could have both your Crusaders and your Shepherds work on together to find some great placement for clients and your company as well.
Download it here: http://bit.ly/bSUF3q
Feel free to ask me any questions as I do work for White Horse.
Veronica,
that's a *great* way of capturing the personalities involved in social media. I could not agree more. It will be a tough challenge to wrestle with that dichotomy, but that's the task ahead of us in the next few years.
Steve
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