Toyota should meet recall questions with big doses of transparency

Until a few days ago, who didn’t want to be Toyota? They had it all. A sterling reputation for quality. The world’s most popular hybrid car. Insanely loyal customers. And in 2009, to crown it all, Toyota ended General Motors’ 77-year run as the world’s largest automaker.
 
It probably would have been nice for Toyota if it could have had some time to celebrate being top dog, but that wasn’t meant to be. The company is playing defense over recalls affecting 9 million of its vehicles worldwide. The news that gas pedal assemblies on its top models can cause sudden acceleration strikes at the most durable part Toyota’s brand image – its reputation for quality. Toyota got great by making quality cars that people could afford. It built that reputation one solid, reliable Corolla, Camry and Prius at a time. Even though competitors like Honda and Nissan were rated just as highly, Toyota was to quality what Volvo was to safety – first among equals and better than everyone else.

Now the auto company that could once do no wrong has shut down production lines and instructed dealers not to sell some of its most popular models. The New York Times reported that Toyota knew about the acceleration problems two years before it issued the recall. Rep. Henry Waxman, one of Congress’ most persistent consumer watchdogs, announced he will hold hearings to investigate the sudden acceleration problem next month.

What’s unfolding is the next great case study on the value of openness and transparency. Toyota has already said it welcomes the chance to address the issue head-on and publicly at Waxman’s hearings. The company has already started a pre-emptive media campaign. Toyota issued statements saying it started working on a solution this fall, when it learned how pervasive the problem was. Toyota CEO Akio Toyoda issued a public apology from the World Economic Conference in Davos. Toyota USA President Jim Lentz faced Matt Lauer on the “Today” show. The company announced over the weekend that it has rushed millions of repair kits to dealers.
 
So the court of public opinion is convened. How will the Toyota brand come out the other end? It depends how the company’s mea culpas resonate with the public. If Toyota is perceived as earnest and sincere, history has shown that the public will forgive it and continue to see it as a brand synonymous with quality. If it is perceived as elusive and defensive, then the Toyota brand could become just another name in the pack.

My top 10 PR, communications and branding trends of 2009

Top 10 PR, communications and branding trends of 200910. New levels of ravenous mass media spotlighting. Arguably, 2009 featured an insane level of “we will not let this story go.” Already saturated news stories were repeated - endlessly - way past the point of saturation. From balloon boy to Octomom to Gosselin vs. Gosselin to Amanda Knox, the same B-level stories were relentlessly beaten to death. While this isn’t a new trend, it is an increasingly annoying one.
 
9. Under-reported storytelling. One of the by-products of over-reporting is under-reporting. Too many newsworthy stories either didn’t get covered or were given marginal, brief treatment. These stories included (as TIME magazine summarized in its year-end issue) Nigerian blood for oil, experimenting with children and the Maoist insurgency in India.
 
8. Twitter & Facebook went legit for business. In 2009, Twitter broadened from a consumer-level experience to a pragmatic corporate communications tool. An increasing number of businesses are using it for real-time updates, blatant marketing and thought leadership. Ditto for Facebook. LinkedIn, the social networking tool most associated with business, opened up its API and became more Facebook-like.
 
7. Online media became credible. In a year when print media collapsed, most people finally “got” that online visibility/conversations have gone legit. Meanwhile, the enlightened understand how online and social media is a new paradigm much more impactful than traditional media because of its transparency, authenticity and conversational two-way belief building.
 
6. Blogs ruled but got reeled in. Blogs became the real-time voice of corporations, the best way to communicate and build a human corporate persona. But while they were more widespread, the Federal government cracked down on bloggers in the pocket of vendors, forcing full disclosure for paid-for-booty.

5. Green became greener. While greenwashing didn’t go away in 2009, most corporations understood the mantra of needing to walk the walk, not just talk the talk. They also saw a direct line drawn between sustainability and profitability.

4. Personal corporate branding. Social networking is a one-to-many conversation loaded with self expression. Companies used to be cold and lifeless; now they're increasingly personified by flesh & bones employee personalities who put themselves out there online sharing opinions, interests and agendas. Now, thankfully, stakeholders can build helpful connections that humanize the company/customer connection.

3. Video became an accepted standard in corporate America. The days of writing extensive “case studies” and producing elaborate (and expensive) corporate videos waned in 2009. Thanks to guerilla-style, grassroots video acceptance, corporations increasingly added video to their arsenal of communications thanks to a triumvirate of benefits: believability, immediacy and low-cost. Why write a news release when you can post a three minute video of someone saying it? Would you rather read or watch?  
 
2. PR was re-invigorated. The words “public relations” may still conjure negative imagery, but in 2009, the PR industry began making progress towards a renewed, positive and relevant position. Driven by social media which fosters conversations vs. pitches, the PR industry made significant strides in shifting from a media-centric one-way communications model to a two-way listening model.
 
Social responsibility - #1 top pr, communication, branding trend for 20091. Social responsibility became embedded. In 2009, “making the world a better place” moved from ‘philanthropy’ to an appreciation for and understanding of how authentic, integrated giving-back strategy and action positively impacts business objectives and the bottom line. There’s no turning back and that’s a very good thing.                            

Lessons from Sophie's skiing survey

My daughter Sophie participated in a great program sponsored by SkiNH called “Earn Your Turns.” It’s for 4th-graders in NH who want to earn free tickets and discounts to NH ski resorts with a slight catch - they have to work for it. There are several homework assignments they can choose to earn the ski rewards – make a poster, write an essay, draw a picture. Sophie chose to conduct a survey of friends and family. Her question: Which ski resort in NH is your favorite?
 
While her survey wasn’t scientific, it did result in a high response rate (64 votes from 100+ possible respondents: approx. 65%) and offers some insight you might find useful as you plan your next survey.
 
1.      Consider your target list. Before you hit send on your online survey, consider how the results might be skewed based on the people you are surveying. In our case, Sophie surveyed friends and family, who all gather each winter at Cranmore Mountain in North Conway, so naturally the winning resort was Cranmore (although it should be voted #1 anyway!). Consider widening your target list to include those who have no familiarity with the questions you are asking so the results are more horizontal and less biased.
2.      Offer an incentive. I think we had such a high hit rate because Sophie offered a prize to a random winner picked from all the survey respondents. In this case, Lindt chocolates were up for grabs, but your incentive could be something meaningful to your target list: free product, free support or an all-expenses paid trip to the next user conference. If all else fails, chocolate does work!
3.      Personalize your “ask.” Sophie explained why she was doing the survey and included a picture of herself snowboarding. Many people commented on the project being such a great idea and the graphic offered a peek at how happy she is on the slopes. Consider adding a picture of your CEO, a graph from your last survey, or a video that’s meaningful to the spirit of the survey to give it more “life.”
4.      Say thank you. For each person that responded Sophie sent a personal thank you response along with a reminder about the incentive. “Thank you! If you are lucky, you will get chocolate.” This was appreciated by the respondents, but also opened further one-on-one dialogue. While this can’t be done with thousands of survey participants, consider responding personally to the top 10-15, particularly if they are key customers. Thank them for participating and perhaps get a dialogue going on different issues, or to get some specific anecdotes or data.
5.      Conclude your survey. People who participate in surveys typically do not hear about the results. If they take the time to help you, they should be informed of the outcome. When Sophie’s survey was officially “closed” (we had an end date and time), she sent everyone on the list – even those that didn’t participate – another thank you announcing the winning resort as well as the winner of the chocolate. For privacy reasons, you may not be able to reveal that much information, but closing the loop will let people know you brought the survey to a conclusion and give them another opportunity to engage in further communication with you.
 
In the end, have fun with it. Sophie was so proud of her results she couldn’t wait to share them with her teacher and is anticipating the arrival of her Earn Your Turns rewards.
 
What real-life survey lessons have you learned?

Why Tiger Woods, companies and governors can't hide any more

I don’t know if Tiger Woods cheated on Elin with Rachel Uchitel, is a reckless operator, was having an argument, was in a hurry to get out of his house around 2 a.m. or just wanted a new SUV.
 
And I really don’t care.
 
What bugs me in what I thought was an era of growing transparency for all brands (companies, organizations, governments, people) is a still remarkably frequent hesitancy to come clean publicly.
 
At the time of this writing, Tiger still hasn’t spoken with law enforcement authorities, choosing instead to post a statement on his Web site saying, “This is a private matter and I want to keep it that way.”
 
When you’re a billion dollar brand, this course gets a little dicey.
 
Tiger isn’t the first case of failing to come clean fast in 2009; we’ve seen this many times this year.
 
South Carolina Governor Mark Sanford has denied doing anything wrong for months. He disappeared for days this summer, reappearing to finally admit to an extramarital affair with his Argentinian “soul mate.” Facing 37 ethics charges related to campaign money and airline travel, Sanford still isn’t coming clean.
 
Balloon boy’s Dad, Richard Heene cried crocodile tears, set up a box for reporter questions and told the world his son’s disappearance was “absolutely no hoax.” There were lots of statements and press interviews before the kid climbed down from his attic perch above his garage in Fort Collins, CO and spilled the beans by saying “you had said that we did this for a show.”
 
Apple got pressure when it continued to not disclose what was going on with Steve Jobs’ “hormonal imbalance” weight loss issue, the prevalent angle before his liver transplant disclosure in June. People were upset because boards of public companies need to comply with disclosure laws protecting shareholders when CEO illnesses keep them away from work.
 
It happened again last month when Lazard Ltd.’s CEO Bruce Wasserstein was hospitalized for heart problems. A lot of people were upset because they felt there wasn’t enough transparency around the prominent investment banker’s eight week absence and health disclosure in 2006.
 
Say what you want about David Letterman, but the guy got in front of it.

I agree with social media guru Chris Brogan. In his new book, Trust Agents, he said, “Those who are active on the Web now realize that they need to embrace this new transparency, that all things will now eventually be known. Companies can no longer hide behind a veneer of a shiny branding campaign, because customers are one Google search away from the truth. Further, they join activist groups to stay informed about new practices, so they are often one step ahead of the people trying to profit from them. Companies must acknowledge that they are as naked on the Web as individuals are."

Let’s transparently toast to a more transparent 2010. 

H1N1 vaccine distribution = bad PR for Obama

I’m struggling to make sense of this. Let me see if I get this right.
 
Goldman Sachs received over $1billion from taxpayer bailouts and was the biggest recipient of taxpayer moolah in AIG’s bailout. Yes, they repaid their $10 billion loan with interest, but people in the know are predicting they might pay out as much as $16 billion in bonuses this year.
 
Next in line is Citigroup. They got $45 billion in TARP money plus another $300 billion in FDIC guarantees. All this on top of three previous government bailouts according to Slate.
 
Now comes the H1N1 debacle.
 
Goldman Sachs received 200 doses and Citgroup got 1,200. The New York City Department of Health figured this distribution strategy somehow made sense despite the fact the vaccine continues to be in very short supply. Many high-risk groups – little kids, young people, health care workers, pregnant women, etc. – haven’t been vaccinated. Lots of clinics and hospitals still don’t have their hands on it. People around the country wait in long lines to get it.
 
But Goldman Sachs took it. They received as much vaccine as was allotted to Lenox Hill Hospital in New York. Citigroup took it too, receiving five times more than Goldman Sachs.
 
True public relations practice is supposed to be focused on doing the right thing for society, right, not just one company’s employees? This week’s H1N1 action (and inaction) not only raises reputational management issues, but ethical ones as well.

On the heels of a still-lasting nasty taste in the public’s mouth, it seems these two firms may have been better served – reputationally and ethically – by being bigger picture ponderers, transparent and giving it back.

These vaccine distribution blunders may also create a negative ripple effect for the Obama administration. Arguably, a large segment of the American public may instinctively leap to a “who’s ultimately in charge here?” connection.

Morgan Stanley presumably learned a lesson from its financial brethren and did the right thing when it turned over its entire supply of 1,000 doses to local hospitals. Good for them, but especially for all the people who need it most.

It’s a textbook Bad PR, Good PR lesson for our time.

Tired, fading & dead PR words

Lots of companies – especially those in B2B – still talk about (or request) PR services that increasingly strike me as tired, fading or dead.
 
Press tours & press briefings yes, there are still industries where the press tour is alive and well (entertainment!) but most reporters, editors and bloggers don’t have time to meet in person anymore. I always felt bad for them during the height of this practice when an endless stream of PR people with clients in tow stacked-up to get their turn updating glassy-eyed reporters.
 
Hits & clips counting clips (printed editorial coverage) and putting undue weight on offline publicity to measure PR success should have died two decades ago. Ask Katie Paine, one of the leaders in communications measurement. She says “hit” stands for How Idiots Track Success.
 
Press kits, brochures & collateral – in this era of sustainability and green, it’s hard to believe companies are still printing, but some are. Remember the days when major trade show/conference press rooms would be filled with press kits? This practice has largely stopped; it’s a digital world, let’s stop killing trees.
 
Press releases – the function of the news release has shifted so dramatically that in most instances they’re written and issued to primarily serve other stakeholders (customers, investors, prospects, etc.), not the press. The term “press release” is still (marginally) more prevalent than “news release,” (139 million vs. 104 million per Google) but call ‘em by the latter. It’s a more accurate, current and legitimate term.
 
Pitch – this term bugs me more than any other tired/fading/dead PR word because it epitomizes the old-world model of one-way communications. We have two-way conversations, we listen, we seek-out opinions, we build relationships and we tell stories. We shouldn’t “pitch.”
 
Users – this term has been around in the world of tech for decades; “users” referring to people who “use” products. For bizarro reasons I could never fathom, they aren’t called customers or consumers. Time to bury this one.
 
Big bang announcements – there was a time when PR practitioners would communicate with reporters well in advance of actual news being issued. Two or three months before the news broke, corporate spokespersons would inform industry analysts and “long lead time” magazines. Then they’d pre-brief the bi-weeklies, then the weeklies, then the dailies. This is a breathless concept. Blogs break news before most offline news outlets are even aware of it. Other social media (Twitter especially) inform in true real time.
 
Publicity – I’ve never liked this word in the context of defining public relations practice. Are we trying to build trusted reputations and create belief? Or, are we simply trying to get attention (Balloon Boy!)? True public relations is not publicity.
 
Embargos & lead time – PR practitioners used to negotiate up-front agreements with reporters not to run pre-fed news stories until the official date/time of the announcement. Hardly anyone wants to be tied to this practice; it’s still around but is fading fast.
 
What PR words bug you?         

How to create best practices programs

Getting your customers to come to you with their success stories
  
A best practices award program is a contest your company/organization creates, manages and orchestrates to reward customers for outstanding product/service implementations. At the end of the contest, winners are acknowledged, creating positive visibility.
 
In addition to pleasing winning customers – deepening your partnership with them – a best practices program has a very useful residual effect: it gives you high quality references. Because customers want to participate and win, they put in the time and effort to share perspective filled with detail and ROI benefits. This kind of “pull” campaign is a welcome addition to the tedious “push” outreach to seek out and find customer references.
 
How are winners selected?
 
Success is measured using a variety of factors you determine. Some ideas include:
  • innovation;
  • measurable cost savings;
  • productivity gains;
  • process improvements;
  • quality improvements;
  • time savings;
  • unique and innovative applications;
  • anecdotal commentary about value and business impact.
Category creation
 
Best practices programs can recognize and reward multiple customers, not just one. Do this by creating categories of winning entries by:
  • product;
  • vertical market;
  • application type;
  • ROI;
  • geographical or sales region;
  • innovation categories;
  • etc.
What’s in it for the customer?
 
Customers participating in best practices programs not only get an ego boost (because of the acclaim and public recognition), they also win valuable prizes and/or goodwill for not-for-profit causes. Ideas for rewards span from simple and inexpensive to more elaborate, including:
  • philanthropic donation in the customer’s name to the social cause of their choice;
  • dinner with customer and your CEO;
  • social media buzz;
  • all expense-paid trip to your annual user conference;
  • “guest of honor” status at your awards dinner;
  • all expenses paid vacation;
  • tickets to sporting events, concerts, theatre;
  • consumer electronics;
  • product discounts;
  • leased vehicle for one year;
  • etc.
An important note: it’s important to do the right thing for each customer, factoring in ethical considerations, timing, relationship subtleties, politics, economic realities and organizational cultures when assessing prizes and compensation.

How do I do it?

Follow these 10 steps to a successful best practices program:
  1. Create a small team to drive the effort.
  2. Gather to discuss the concept. Create submission and measurement criteria. Brainstorm a catchy program name, categories and awards. Consider existing customer touch-points to launch the program (i.e. user conferences; seminars; webinars; etc.). Discuss the viability of using sponsors. Work in enough lead time to solicit entries and select winners.
  3. Create digital overview creatively describing the program, process, prizes and payoff.
  4. Get it out there 6-9 months – possibly 12 months - in advance of your deadline.
  5. Engage your sales force and other customer-facing employees to send reminders, field questions and encourage customers to participate. Incent your people to deliver customer entries.
  6. Create an area on your Web site to promote the program. Use social media to inform and promote.
  7. Gather submissions; appoint objective judges to evaluate and determine winners. Judges can include past winners (once the program is off the ground); current customers, industry analysts, luminaries, partners and bloggers. Share submissions with the evaluation team.
  8. Select the winners and get the awards in motion.
  9. Announce the winners and prizes at your Best Practices event.
  10. Promote the winners and case studies via social media, your Web site and in other ways.  

How to make technical spokespersons less techy

 

Sometimes it’s hard for companies with complicated stories and technologies to simplify. This happens for several reasons, including culture, ego, myopia and fear. If it’s your job to make techy spokespersons more effective communicators, consider a few of these techniques:  

  • Engineers typically dominate technology company cultures. They often assume everyone is on their intellectual wavelength and can follow along. Help them see the light when communicating with less technical people. Less is more, simple is better.

  • For some folks, it’s a trip knowing subject matter no one else can fathom. Keeping it complicated = self preservation or ego gratification. As the owner of communications within your company, patiently teach them the benefits of taking one for the team and forsaking complexity.

  • Most people want the straight scoop: fast & clean. They don’t have all day. Build bridges of comprehension; analogies and metaphors are helpful.

  • While your executives spend most of their time thinking about their business, others don’t. Enlighten them. Explain why they need to frame discussions, acknowledge the larger ecosystem surrounding their company and take the time to simply explain.

  • Some spokespersons believe speaking simply is a mistake because it will trigger misinterpretation, inaccuracy and sells short a complex, multi-faceted story. Educate them that the objective of communicating isn’t to cross every “t” and dot every “i” in a pattern of boring thoroughness. It's to make certain the person is enlightened, informed and engaged in a way that makes him/her want to share their viewpoints with others … ideally in-person and online.

  • Some people are arrogant and/or impatient. They want to say what they want to say, the way they want to say it. They haven’t read Dale Carnegie’s classic “How to Win Friends & Influence People.” Help them understand why a self-focused approach yields significant missed opportunity.

  • Making complicated topics readily understandable is an art ... an art that thankfully be learned. Here are a few techy examples:
    • Instead of saying, “This new LED is available in a multitude of sizes ranging from a diminutive 280 µm to 350 µm,” say “These new LEDs are smaller than a grain of sand.”
    • Instead of saying, “Implement IEEE 802.15.4 2.4 GHz radio frequency wireless ZigBee sensor networks to enable devices to interface with each other,” say “Easily cast wireless sensory networks around structures like an invisible tactile spider web.”
    • Instead of saying, “A hardware device with an RS 232 command line interface that enables HD video over coaxial cable,” say “A box that lets you broadcast any online content on your high def TV.”

How to be more persuasive

Herbert Simmons said persuasion is “a process of communication designed to modify the judgments of others.”
 
Daniel O’Keefe says it implies some measure of freedom (i.e. free will, free choice, voluntary action). “Forcing others to act is not the same as truly persuading them.” 

I like O’Keefe’s perspective because it suggests the two-way-ness needed to change minds.
Persuasive communication is rooted in the psychology of inspiring, or unearthing belief.
 
While we’re all absolutely unique, most people require a combination of logic, trust-building and emotion to adopt a new view.

Here’s what you need to know to effectively persuade:

  1. Relate to your audience – We’re all attracted to ideas and messages that support our own core values and beliefs. Understand what will hit home with the people you’re trying to persuade; what will turn them on and off. Don’t try to persuade them about something they’ll instinctively reject. Find common ground first. Gain goodwill by highlighting values the audience and communicator hold in common.
  2. One-to-one still rules – Whenever you have the chance to establish rapport face-to-face … do it. In-person communication is still the best. Be very conscious of non-verbal codes of communication, i.e., the body language you convey. It’s not just what you say, but how you say it.
  3. Be logical – Effective persuasion is thoughtfully supported… so use facts and compelling evidence. But don’t over-do it. Facts alone do not persuade.
  4. Offer up social proof – Third parties viewed as independent and objective are inherently perceived as more credible. This approach supports our natural tendency to determine if something is true by instinctively finding out what other people think (especially people we respect).
  5. Repeat yourself – Saying it once doesn’t cut it. All the research shows persuasion works best when you sustain a concise message over time. The other key is to communicate in different ways, not just one way. Figure out what will resonate best with your target audience.
  6. Package it up – We all have short attention spans. We glance, barely notice, skip and skim. Take complicated thoughts and ideas and wrap them with bright paper and a shiny bow. Use simple messages, colorful analogies, bold statements, catchy phrases. Package up your thoughts…make top 10 lists, write captions, create slogans.
  7. Visualize it – Find ways to visually convey messages with symbols and images. American patriots used this technique way back during the Revolutionary War – drawing a cut-up rattlesnake, for example – to convey the need to mobilize and unify the founding states. This concept holds true today. People “get it” more quickly when they see a picture. There’s never been a better time for a visual approach, thanks to the Internet.
  8. Use emotion – People are persuaded when they experience something. Envelop persuasive messages – and the people delivering them – in such a away that people feel, as well as hear, your message. 
  9. Keep it light – Life (and business) is serious stuff; many people are tired, concerned, skeptical, nervous and scared. Make your case by lightening up. People will relax and listen better.
  10. Tell stories – Facts are important, but they’re not enough. Get your point across by telling stories. Develop characters, build narrative, create drama, make it real. If you’re talking about a new product, paint colorful pictures of how your product will make lives more interesting and overcome challenges. Help them envision the better place it will take them to.
  11. Don’t be myopic – Studies repeatedly prove that people opposed to an idea are more likely to be persuaded to an opposing position when presented with both sides of an issue.

  12. Convey competence – Make sure people understand your experience and insight. Don’t brag about it; just share it at appropriate moments in a low-key way.
     
  13. Be confident – Persuasive communications aren’t hesitant, they’re confident. Convey enthusiasm and conviction.

How to develop customer references

Business-to-business companies have a much harder time developing customer references vs. consumer companies. Here’s some of the feedback I hear all the time:
 
“Corporate Communications and/or Legal (on the customer side) shuts us down every time.”
 
 “Our customers consider their use of our product a proprietary advantage and don’t want to talk about it publicly.”
 
“We have a handful of customers and zero leverage at this stage getting them to be references.”
 
“They like us, but can’t endorse us.”
 
“Only a finite group are referenceable and they’ve been leveraged heavily by many different groups within our company, especially sales. PR isn’t often at the top of the list.”
  
While there certainly are instances where a given customer can’t be a reference, case closed, there are many proven techniques to engage others:  
 
Think micro, not macro – The highest impact customer references are strategically targeted and proactively nurtured. They’re not random “dialing for dollars” occurrences. Analyze your customer base to target particular customers who provide a ‘great fit’ advantage for you, and them. Sort your customers by reference objective. Then go after them individually in a thoughtful way.
 
Leverage C-Level execs – Don’t approach critical potential customer references with junior people. Instead, elevate this outreach to the highest levels of your company. Engage your CEO, Chairman, Board members, CMO and strategic members of your PR firm to explore referenceability. Leverage any personal relationships that exist. This shifts conversational impact to a much higher – and more successful - level.
 
In-person works best – E-mail and phone communication are okay, but if you want to build a relationship with a very strategic customer, do this in-person. Meet them face-to-face and build rapport. Your personal touch will pay dividends down the road.
 
Think like your customer – The most helpful thing you can do is to get out of your company’s skin and look at the world through your customer’s eyes. Forget about getting them to do anything for you. It’s not about you, it’s about them. Invest the time to understand your customer’s culture, challenges and needs. Drill down to discover what might turn them on.
 
Start small – One of the biggest faux pas? Going into a customer conversation with a laundry list of requests: quotes for news releases; speaking opportunities; case studies; videos; podcasts, etc. Don’t do this. Instead, engage in a thoughtful discussion and discover what appeals to them the most. Then work hard to make it a success in the customer’s eyes. Once you establish credibility via results, you can hopefully move onto a second activity.
 
Find the maverick – Some people are out to make a name for themselves and build their career. Being interviewed, quoted and featured in high profile opportunities appeals to these individuals. They are risk takers, have power within their organizations and agree to take responsibility for their own actions.
 
Work with corporate PR – Instead of avoiding a customer’s Corporate PR department (or hoping they won’t discover your plot to get their maverick quoted), get them involved from the get-go. Engage in a thoughtful conversation and remember the principles previously discussed. Try to uncover one particular activity that might be green-lighted by Corporate PR.  

Move PR up the food chain – While it’s critical to have customer references to close sales deals, it’s also important to have them validate your company with bloggers, important media and analysts. Lobby persuasively to move PR up the critical list. 
 
Bake referenceability into contracts – Work with your sales and legal departments to create custom testimonial language for new customer contracts. Be willing to give something back to your customer in exchange for their involvement. Remember to craft language that is as specific as possible, e.g. “agree to be a reference” is not as effective as “agree to participate with one new customer win news release and one media exclusive.”
 
Small and involved beats big and uninvolved – Any customer reference is better than zero customer references. While a brand name is nearly always preferable, your communications program may still be well served by a smaller company eager for visibility. 
 
Create incentives for customers – Some customers need a trigger event to get them involved. While their immediate reaction may be to shut the door on any idea, you might be able to gain traction by dangling a meaningful carrot. Instead of saying “would you give us a quote for our news release?” (myopic and self-serving) you say “If I could orchestrate an exclusive interview for you with this blogger or reporter, would you be interested?
 
Build Best Practices programs – Create a “pull” program by organizing a contest for your customers that rewards outstanding product usage and innovative applications. Best Practices programs are very effective because they offer public recognition and prizes that appeal to a customer’s ego, pride and perceived leadership.
 
Create incentives for your sales force and channels – Let’s face it, sales professionals care about one thing (as they should): closing deals. Getting customers to play ball as a PR reference isn’t high on their list. Get them involved by developing an appealing ‘bounty program’ that gives sales/channels a reason to invest their limited time. Cash rewards are a good place to start.
 
Talk trends and issues when road-blocked - If a customer is interested in media interviews but can’t overtly plug your company’s product or service then explore trends, issues and thought leadership topics instead. For example if they can’t endorse your security software product outright, they may be interested in discussing current issues revolving around security. This approach builds trust and rapport over time and may eventually open the door.
 
Leverage prospects – If you don’t have any customers, or don’t have customers who can be references, cultivate prospects instead. Ponder the prospects your company met over the past year and identify those who were highly supportive of your product/service capability and “got it.”  If you tee-up a media opportunity that gives them and their company positive visibility, this will nurture the relationship.

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