Author Archives: i4lead

Good leadership is vital for the long-term success of your organization.

Consider, for instance, how there’s a 56% reduction in burnout and 845% greater odds of employee engagement when leaders connect people to purpose, accomplishment, or each other.

Good leaders inspire and motivate their employees.

But it’s easier said than done. There are many ways to be a good leader, and it isn’t a one-size-fits-all approach.

If you’re unsure how to become a good leader, you’re in luck. Here, we’ll explore research-backed or expert-backed tips for becoming a better leader at work. Let’s dive in.

What does it mean to be a good leader?

While the term “good leader” can be difficult to define, it’s easy to spot in practice.

A good leader should have the following qualities:

• Resiliency
• Optimism
• Flexibility
• Integrity
• Accountability
• Empathy
• Humility
• Vision

Additionally, when we surveyed 300 people across the U.S., 44% respondents marked “Ability to communicate” as the most important trait/skill of a good leader. Strong communication skills came ahead of resiliency, creativity, humility, and even self-awareness.

Ultimately, a good leader is meant to inspire, motivate, and challenge each team member to hit their goals, impact the business’ bottom-line, and reach their fullest potential.

In his TedTalk “Why good leaders make you feel safe”, Management theorist Simon Sinek says a good leader is someone who makes their employees feel safe and secure.

Learn more about what makes an effective leader — according to experts at HubSpot, Google, LinkedIn, and Monday.com — in this post on developing leadership skills.

Fortunately, leadership isn’t a trait that you’re either born with or you’re not. Instead, good leadership skills can be learned. Let’s explore how to become a better leader, next.

How to Be a Better Leader at Work

1. Take a leadership assessment.

The first step towards becoming a better leader is assessing your personal strengths and weaknesses to understand areas for improvement.

Start by taking a leadership style quiz to determine which of the 8 leadership styles fits how you lead. Understanding your leadership style can help you determine how your direct reports view you, as well as the gaps that might exist in your current style.

For instance, let’s say you determine you’re an autocratic leader. An autocratic leader doesn’t ask for input from any team members before making a final decision — which can be ineffective, since it inhibits the leader from hearing different perspectives, and doesn’t empower his or her employees.

Once you’ve determined this is your leadership style, you can work to actively request input from team members —  which enables employees to feel heard and empowered, while also helping you ensure you have all the information necessary before making a decision.

2. Be transparent and create open dialogue.

Ultimately, transparency and honesty leads to a higher level of trust between team members and leaders, so remaining transparent with your direct reports is critical.

Your direct reports want to know what’s happening with the organization at-large, so taking the time to have direct, honest conversations with them about the company’s goals is key.

For instance, if your department is going through a re-org, take the time to explain to each direct report why the re-org is taking place, and make space for each employee to express their concerns.

Being transparent and honest also encourages your direct reports to do the same. If they feel you hide information from them or aren’t forthcoming, they’ll act similarly — which can lead to confusion and an increased risk of miscommunication.  

Good leaders are also excellent communicators. As Vice President of Blue Frog, Kelsey Halverson, told me, “Good managers teach, great managers listen. A manager becomes a great teacher when he or she has a genuine desire to hear the organizations goals, challenges, and vision.”

Halverson adds, “It’s not the role of a manager to tell the organization what to do — Instead, it’s to listen and guide the team into actionable strategy that will empower innovation and drive results.”

Taking the time to tailor your communication style for each direct report goes a long way towards establishing strong relationships with them. To do this, ask each direct report to complete a DiSC assessment, which will help you better understand each team member’s personality, how they respond to challenges, and how they prefer to communicate.

3. Foster deeper relationships with your team members.

Taking the time to learn who each of your team members are outside of work is vital for fostering a deeper relationship with them and establishing trust and understanding.  

Consider using icebreaker questions during team meetings, or creating opportunities for the team to bond outside of work. Additionally, ask your direct reports about their preferred way to work — including communication styles, how they like to receive feedback, and what their professional goals are.

Finally, building rapport is about taking the time to get to know each direct report. In 1:1s, rather than jumping right into your meeting’s agenda, consider beginning the conversation more naturally by asking about your direct report’s weekend plans, or what she enjoys doing outside of work, all of which helps you both relate on a more human-to-human level. 

4. Encourage professional development.

According to LinkedIn’s 2019 Workforce Learning Report, 94% of employees say they would stay at a company longer if it simply invested in helping them learn.

Providing your team members with learning and development opportunities can help you reduce turnover rates and increase employee engagement.

Being a good leader is all about seeking out learning and development opportunities for your direct reports, encouraging them to learn, grow, and face new challenges.

Additionally, it will help you make your team more successful in the long-run if you can help team members up-skill in certain areas, or nurture their own leadership skills as your team expands.

5. Show appreciation for a job well done.

Feeling recognized for a job well done can help boost an employee’s morale, engagement, and productivity.

For instance, consider the last time your boss gave you specific and positive feedback, such as, “You did a great job on your presentation on Tuesday. You gave fantastic context into the problem we’re trying to solve on the team, and you were clear and articulate about your proposed solutions.”

Not only would that make you feel great, but I’m willing to bet it would encourage you to work just as hard on your next presentation for more of that positive reinforcement.

Research has shown positive reinforcement is incredibly effective at ensuring people’s behaviors are repeated. So, if your employees do a good job, you’ll want to praise or reward them for their efforts to ensure your team continues to stay engaged and motivated.

6. Remain creative and open-minded.

Good leaders are innovative, creative, and open-minded to new ideas or processes. Rather than adhering to the status quo, a good leader constantly looks for ways to streamline processes, create new opportunities for their team, and increase impact on the bottom-line.

Good leadership includes taking a big-picture vision or strategy, and assigning specific tasks to individual team members to inspire, motivate, and challenge your team.

For instance, last year my manager recognized we needed a new process when it came to working with guest contributors. Once she’d recognized this big-picture challenge, she assigned the project to me. I was excited to own the creative process of brainstorming a new strategy, which kept me engaged and motivated at work.

How to Be a Positive Leader

People with positive moods have been proven to be more creative and collaborative, so if you’re able to spark positivity among your team, you’ll see a real impact on results.

Positivity is contagious, so being a positive leader can go a long way towards instilling confidence, pride, and happiness in your team members.

To be a positive leader, you’ll want to:

• Focus on an employee’s strengths and provide positive feedback in 1:1s
• Cultivate positive relationships with your team members
• Ignite hope by painting a picture of an exciting vision for the future, and consistently reminding employees of why their work matters

However, it’s important to note: You don’t want to prioritize positivity over reality.

As Senior Manager of HubSpot Blog Program’s Karla Hesterberg told me, “I think the best leaders balance realism and optimism really well. You want to keep your team feeling positive about the direction you’re headed, but you can’t gloss over challenges — you have to acknowledge when things are tough and give your team space to feel those things.”

Hesterberg says, “You can’t try too hard to put a positive spin on everything or you’ll end up minimizing real challenges.”

Hesterberg adds, “The best leaders I’ve worked with are really skilled at acknowledging the tough things but then convincing everyone to stay on the train anyway because where you’re all headed is great.”

Good leadership doesn’t happen overnight, and a good leader is humble enough to admit they’re not always going to get it right. There are setbacks in any leadership position.

Being self-aware, open to feedback, and flexible in your approach will set you up for more success in the long-run, particularly as your team grows, or your business’ needs change. 

There are over 200 Million businesses on Instagram. And, according to the platform, 90% of people on Instagram follow a business. 

Why could this be? As people are increasingly using social media to research prospective purchases, Instagram serves as an outlet for brands to creatively show their products, services, or happy customers in action.

One of the ways that brands on the app share content with audiences is through branded Instagram Stories. These Stories enable audiences to learn more about your brand and what you offer — generating interest with prospective buyers and creating trust. 

In this post, discover high-quality Instagram Story tips and tricks from businesses that effectively use the feature on the platform.

If you’ve been on Instagram for a while now, you’re probably more than familiar with its Stories feature. But if you’re new to the platform, here’s a quick explanation of Stories:

While an individual might use a Story to show photos or videos from a vacation, work, or other aspects of their daily life, brands often use this feature to highlight photo or video content about their product, brand, or a topic related to their industry. By doing this, the brand might entertain and gain awareness from Instagrammers who enjoy tapping through random Stories.

To make your content even more interesting, you can also add GIF stickers, text overlays, filters, and interactive features — like polls and quizzes — to Stories after you upload or shoot them. You can also optimize your Story by adding text overlays with relevant hashtags or by adding handles of users that are affiliated with the content.

Whether you’re new to the app or a pro, you might be wondering where to start when it comes to using this feature for your brand. You might also worry that this strategy could be expensive, time-consuming, or require graphic design skills.

The truth is, creating Instagram Stories can actually be pretty simple and fun for your social media managers. Case in point: recent HubSpot research found that 46% of marketers already leverage the feature in their marketing strategies, and 55% are planning on increasing their investment in Stories for 2022.

To help you plan your Instagram Story strategy, we’ve compiled a list of 25 brands that have mastered the app feature. Although the brands on this list are larger companies, all of them have strategies that could be easily scaled to fit the marketing budget of smaller companies.

25 Brands Using Instagram Stories

Abercrombie & Fitch

Abercrombie and Fitch, a clothing company, often uses Instagram Stories to call attention to their offers. By sharing high-quality product photos, they’re more likely to capture audience attention, spark interest, and inspire someone to make a purchase. 

In the image below, Abercombie and Fitch shares a Story featuring an exclusive online-only item and includes a “Tap To Shop” link. 

Takeaways: 

Abercrombie and Fitch stands out with its high-quality product photos, and the copy included in their stories. It doesn’t just share a picture of a product but also reminds viewers that it’s time to start shopping for the holidays and that they can quickly begin shopping for the holidays by tapping to shop.

LEGO

While LEGO commercials and other branding material might be more targeted to children, its Instagram approach is targeted to older audiences that will buy the product. These audiences could include young adults that love puzzle projects, or parents that might buy a set for their children.

LEGO’s Instagram primarily highlights works of art made with their products. While this might be interesting for younger people on Instagram, it could also be fascinating to older people who used to play with LEGOs and might want to buy them for their children.

LEGO adds to these Stories with interactive polls and quizzes. In a recent Story celebrating Harley Davidson, they showed a LEGO replica of a motorcycle and included a quiz that asked, “How many LEGO elements are in this life-size Harley?” This is a great example of how a brand can use a relevant quiz to engage people in an interesting way.

Takeaways:

LEGO’s Instagram is a great example of how a brand that sells a product primarily to one age group can adjust its content for social platforms that host audiences from other generations. While they’re still on brand and hone in on LEGO nostalgia, they do a great job of creating interactive content specifically for the young adults on the platform.

NASA

NASA leverages beautiful space imagery, pictures of cool gadgets they work with, and interesting space discovery news to create Stories that speak to science lovers. On any given day, you might see a Story about a new planet, polls related to space travel, or quick historical fun facts.

NASA’s style is surprisingly casual and easy to comprehend. Although the organization’s content discusses complex topics like space, science, and technology, its Stories do a great job at cutting to the chase by explaining what’s interesting or newsworthy in a way that’s understandable to those without science degrees.

To pull in viewers, NASA begins Stories with an interactive element or text that summarizes the topic they’ll discuss. Here are two pages they used to kick off different Story editions:

Takeaways:

NASA’s strategy of grabbing audiences with quick, understandable, and interesting information can be key on many fast-paced social media platforms where people merely glance at a post or tap quickly through a Story before moving on to the next interesting piece of content.

When it comes to their overall approach, NASA does a great job at leveraging the strong content and information it has readily available to create unique Stories about space. While some brands might need to get super creative and brainstorm Story content from scratch, NASA recognized that its photo and video content would align well with Instagram Stories.

If you’re part of a smaller brand that has highly visual products or content, you might want to prioritize visual social platforms like NASA has done. Not only will it be easier for you to leverage visual content that you’re already creating, but you’ll have a leg up on brands that aren’t as visual.

Additionally, while some people might be intimidated by scientific discussions, they might still follow NASA because the brand publishes jargon-free stories that simply explain need-to-know details about complex topics. If you have a highly technical or complicated product or service, take a page from NASA’s book and use Stories as a chance to be more accessible to your audience.

MIT Technology Review

MIT Technology Review’s Instagram content isn’t only for academics and science experts. The publication actually does a great job of creating and telling stories most of the Instagram’s audiences can understand.

One of the publication’s Instagram Story strategies involves taking long-form pieces of content and abridging them for the platform. Because MIT Tech Review is verified with over 1.1 Million followers, it’s able to include “swipe ups” in Stories. A swipe up is a CTA that says something like, “Swipe up” or “Read more.” When a viewer sees it, they can swipe their finger upward to see a page or article from the publisher’s website.

If you can include swipe ups, this tactic is both creative and might be helpful for boosting traffic to full stories. Users might read an interesting, but short, Story — like the one below about 2019 technology fails — and want to swipe up to see a full long-form article.

Takeaways:

While NASA leverages its exclusive visuals, MIT Tech Review similarly leverages its readily available editorial content. Rather than writing separate news content for Instagram Stories, they adapt pre-written articles that they think will be interesting to Instagram readers.

This abridged-content strategy could be excellent for publishers or brands that regularly blog. If a brand can’t link Stories to their website just yet, they could still create a shortened version of a blog post and alternatively include a page that says the article’s link can be found in the Instagram account’s bio.

Harvard Business Review

The Harvard Business Review often centers Stories around management, professionalism, and career-life. Like the MIT Tech Review, it uses a casual tone of voice and similarly adapts long-form content into abridged Stories. However, one key difference is that HBR is a bit more interactive.

While HBR embraces Instagram’s poll, quiz, and other interactive Story features, it also gets creative by adding its own spin on interactivity to a story. In the example before, the publication shows users a burn-out checklist which they can screenshot and check off. The story then gives you advice for what to do if you checked any of the boxes.

For readers that want to know more, they offer a swipe up to a long-form article on their website.

Takeaways:

Although the name “Harvard” can sound intimidating, the publication’s Stories are easy for any reader to follow. This is a great example of how a brand can succeed by talking directly to the young, more casual audience of Instagram.

On top of an understandable and relatable tone, interactive elements like checklists, polls, and quizzes might make readers think more deeply about a topic than they had before. This might pull them into content because they want to learn more or dive deeper into a topic they were asked to vote on.

Even if you aren’t a publisher, doing something similar could be equally as beneficial to your content.

For example, if you’re running an Instagram account for an extermination company, you might start a story with a poll saying, “Do you know where bed bugs come from?” Then, you could tell a story of where they come from, how to prevent them, and how they can call an exterminator if their preventative measures don’t work.

People might tap through after taking the poll to see if they’re right about bed bug origins or because the question made them realize how worried they are about bed bugs.

America’s Test Kitchen

Like NASA, America’s Test Kitchen, a website and video blog with recipe content, doesn’t go too far off-brand with its Instagram Stories. While many of America’s Test Kitchen’s videos on other platforms show you how to make a recipe, the brand publishes behind-the-scenes kitchen videos and shots of ingredients to amp up audiences for upcoming recipe videos.

In one Story, the Test Kitchen showed photographs and videos of bacon as chefs were testing out bacon recipes. The Story then offered up a poll that asked viewers how crispy they like their bacon.

Takeaways:

While America’s Test Kitchen’s Story strategy is perfect for food publications, it could also be helpful for restaurants as well. When someone sees a video of a restaurant’s chef cooking a new dish, it might make them crave that meal and go to the restaurant to order it. Additionally, as prospective customers see chefs cooking thoroughly and with care, they might also trust that their food will be prepared well

Museum of Fine Arts, Boston

The Museum of Fine Arts, Boston uses Instagram Stories bring its current statues and paintings to life. While you might think that looking at pictures of 17th-century art might bore you, the MFA zests things up by partnering them with funny quotes, meme references, and polls.

For example, they recently presented multiple pictures of horse-related art accompanied with lyrics from the highly-memed song, “Old Town Road.”

Takeaways:

While the MFA is known for being prestigious and academic, it uses Instagram Stories like this to show that the brand can still be both humorous and hip.

This is an example of how a brand that could’ve been considered “dry” on Instagram thought outside the box to show off their product in a whole new way. While it can be beneficial to stay on brand if you align well with a platform, some companies or organizations, like museums or national parks, might want to experiment with odd new content strategies on fast-paced platforms like Instagram.

National Geographic

Aside from Instagram’s own account, National Geographic is the most-followed brand on the platform. Like its standard photo posts, the publisher experiments with a variety of different content styles.

While NatGeo’s Stories usually highlight mini-documentaries, they also occasionally include polls or quizzes. This is a good example of how mixing things up and experimenting with different content styles can keep your audiences on the edge wondering what type of content they might see next.

Like MIT and Harvard, National Geographic also occasionally abridges long-form content in order to promote an article or video that a viewer can swipe up to. In the example screenshotted below, they promote a video that discusses the history of NASA’s Apollo mission, while tagging NASA for some added Story optimization.

The brand has also dabbled with sponsored content. In one edition, sponsored by Barbie, they told the story of a female conservation photographer. This was an interesting example of a sponsorship which allowed National Geographic to tell a beautifully shot story about nature, while aligning with Barbie’s mission to encourage female empowerment.

Takeaways:

Like MIT Tech Review and NASA, National Geographic leverages the beautiful and exclusive imagery it already has to adapt interesting on-brand content for Instagram. This allows the company to use their resources in an economic way while also promoting long-form content that goes into more detail than the Story does.

While NatGeo does a great job of adapting content, it also experiments with partner content. When even small brands partner with other companies to create content, production can be more affordable, and launching the content could help both brands gain fans from the other’s base.

YouTube Music

YouTube Music uses its Instagram account to inspire users to download the YouTube Music streaming app. By pairing high-quality visuals with audio snippets, viewers get an exciting preview of what’s to come when they download the app. 

Takeaways:

Listening to music is typically an audio-only activity, where people click play and, well, listen. YouTube Music uses Instagram Stories to take the music listening experience to the next level by sharing song snippets paired with high-quality photos of the artists, which is not something that usually goes along with listening to music. 

Audience members know that YouTube sometimes connects the song to the artist, and users may excitedly check its Stories to see if a photo is shared of their favorite artist.

Outback Steakhouse

Like America’s Test Kitchen, the restaurant chain Outback Steakhouse leverages images of delicious food and polls to engage its Instagram Story audiences.

While some Stories feel like ads by discussing promos and deals, others feel more interactive and creative.

For example, in one recent Story, users were shown multiple Outback menu items for each dinner course, then they were asked to vote on which meal they wanted for each course. At the end of the Story, Outback noted a multicourse dinner deal they were offering. This is a great way of highlighting multiple products at once without making your audiences feel overwhelmed.

Takeaways:

If you can’t think of an idea for a Story with a more traditional plot and narrative, Outback proves that you can still pull people through a series of images in a way that feels more like an interactive experience than an ad.

A variety of different brands could take on a similar strategy. For example, if you were a marketer for a shoe company could post a Story that allows people to vote on the shoe styles that they’d wear for different occasions. This type of story would allow your audiences to see and weigh in on two different styles of your products at once.

Later, when they can’t figure out which shoes they want to wear to an outing, they might remember your Story and go to your shoe outlet knowing you have a bunch of different options.

Nike

Nike’s Instagram Stories feature interviews with prominent athletes who use Nike products. During the interviews, the athletes talk about their career accomplishments, rather than focusing on Nike products.

In the example below, soccer player Alex Morgan told the story about how she realized she wanted a different career path than her sister.

Although this has nothing to do with shoes, the content aims to motivate athletes who might want to purchase shoes worn by other successful people in the sporting industry.

Takeaways:

Leveraging relevant influencers, like Nike, allows you to create content that aligns with your brand without purely focusing on your product.

People might watch these Stories to learn more about the famous athletes being interviewed. Then, they might trust Nike’s brand more because these successful athletes also trust its products.

While a small company might not be able to hire or film a famous athlete or influencer, they could still experiment with a similar strategy by interviewing smaller influencers or experts within their industry.

For example, if a gym owner wants to gain more clients, they could interview a local athlete about their goals, accomplishments, and what motivates them. People interested in the local athlete might watch the video to learn more about the person, but then consider a gym membership if they want to have similar athletic accomplishments.

Black Girl Sunscreen

Black Girl Sunscreen is a beauty brand that sells sun safety products. It uses its Instagram to share high-quality product photos, share influencer collaborations, and educate audiences on the importance of sun safety and using its products. 

In Stories, Black Girl Sunscreen often shares user-generated content of audiences using its products and relevant brand announcements, like the Cyber Monday announcement shown in the image below. 

Takeaways:

A great way to keep users engaged on your profile is to share exciting content with them, especially when it comes to upcoming deals. People want to know when they’ll have access to deals for their favorite products, so sharing these announcements on Instagram Stories is a valuable strategy.

Airbnb

Stories are a major part of the travel company’s Instagram strategy. In fact, they have a few different styles of Stories. For example, which gives short profiles of Airbnb customers is called “Experiences, while another — called “Adventures” combines curated and Airbnb-recorded content to show documentaries of unique vacations around the world.

Here’s an example of one of Airbnb’s experience pieces which centers around a customer who regularly stays in Brooklyn. Aside from explaining what the customer does, Airbnb also uses polls and quizzes related to her job to get people interested in the history she researches:

While Airbnb creates a lot of high-quality video and animated content for its stories, they also don’t shy away from sharing high definition customer videos while crediting and tagging them.

Here’s another screenshot from one of the brand’s Adventure Stories where they included videos of an Airbnb customer swimming with sharks and credited them with their account handle:

Takeaways:

One of the best ways to gain brand trust is by telling or presenting stories from happy customers. Airbnb’s Instagram team recognizes this and centers its storytelling strategy around that.

While they film and present their own beautiful footage and documentaries, they also are wise to share user-curated videos and images — a great opportunity to show its fans how pleased customers were with their trips.

Although this customer experience strategy works well for Airbnb, it could work for a variety of other companies, especially if they are still building up their customer base or selling a disruptive product that no one’s used before.

For example, if a new ride-share company had a few happy customers but wanted to boost its marketing strategy, it might create Stories where customers talk about interesting places that their shared ride brought them to, or maybe they’d discuss an interesting driver they met on a long ride. They could earn trust when prospective customers see how happy and safe customers felt when using the ride-share service.

Starbucks

Starbucks uses Stories to share customer testimonies, new product launches, and other interactive content. Although a lot of the brand’s content revolves around its drinks, the Stories don’t feel like advertisements because they embrace fun facts and interactive polls and quizzes.

In one example, Starbucks asks viewers to guess which drink is coming back. It then shares the best answers and reveals the S’mores Frap and image. To add some extra interactivity, viewers can vote on what type of S’mores Frap they prefer and guess how many s’mores are shown in a video.

Takeaways:

Even if they center specifically around a product rather than a narrative or plotline, Stories like these can still be fun from beginning to end. Starbucks does a great job of using interactive features to engage viewers.

By offering open ended questions and quizzes, they might engage with people who don’t like a specific beverage, but want to guess anyway. With the polls, they can gain similar engagement, while also possibly learning more about what drinks and flavors their audience prefers.

Telfar

Telfar is a luxury fashion brand well known for its bags. Like many other brands on the list, it uses Instagram to share new product announcements, user-generated content, and high-quality product photos. 

In the image below, Telfar uses Stories to share info about an upcoming event. 

Takeaways:

People spend a significant amount of time on social media per day, so announcing events on Instagram Stories is a valuable strategy. You’re likely to reach your audiences where they spend a significant amount of time, and they’ll be excited by the opportunity to participate in an event for your business.

Instagram

Yes. Obviously Instagram is excellent at posting Stories on its own platform. But, even though the brand is giant, they still rely on their fanbase for most of the content.

Almost all of Instagram’s Stories are filled with photos or videos submitted by users. This allows Instagram to show off some of the most beautiful imagery and the most interesting videos on the platform. Because they tag and credit users who submitted content, they also give those accounts some great promotion. This, in turn, makes Instagram look like they care about their community and how people are using the app.

Here’s a screenshot from a motivational story created by an Instagram user:

Takeaways:

Whether you’re marketing a small business or large business, you always want to be picking “low hanging fruit.” For those that don’t know this common startup saying, it means that if you see a huge opportunity in front of you, you should grab it. Just like you would grab a delicious-looking apple that was hanging low to the ground off of a tall tree.

By sourcing and republishing interesting content from some of its most engaging users, Instagram grabs its low hanging fruit and makes a delicious juice out of it.

Odds are, you’re not Instagram’s size — and you probably don’t have your own thriving social platform to pull content from. But, this doesn’t mean you can’t curate content from your customers in a more scalable way.

Like Airbnb, Instagram benefits greatly from highlighting content that was already created by its fans. If you’re a small business that regularly gets some type of content from your customers or fans, you can create a sense of trust and community by sharing it and acknowledging those individuals.

For example, if you run marketing for a clothing outlet and keep getting pictures of people wearing the dresses it sells, you could make a Story that shows photos from customers who wore those outfits to different outings. Like Instagram, you could tag those customers so they or their followers might see the Story.

In another scenario, say you’re running a local art studio. You might want to publish a Story that includes photos, sculptures, and paintings from your students. This allows your students to feel like you care about their success and want to share it, while also showing prospective students how much they could learn if they took your classes.

Sephora

Sephora is an international retailer for beauty products and personal care items. With more than 20 million followers, audiences turn to their accounts to view educational content about the products they sell, collaborations with influencers, and unique images and videos about products. 

The images below show that the brand shares informational content about its rewards program and upcoming offers on Instagram Stories. 

Takeaways:

Sephora’s Beauty Insider Rewards program is well known, as people can exchange points from purchases to receive free items. Sephora uses Instagram stories to show users what products they can expect to have access to with a certain number of points, generating excitement among users and inspiring them to make purchases to receive their free items. 

NBA

The NBA regularly posts behind-the-scenes styled Instagram Stories which might highlight post-game celebrations, interviews, and other off-the-court happenings.

For example, a recent Story followed the Toronto Raptors parade in Ontario, Canada and showed clips of players with family members and posing for photo ops with the Canadian rapper, Drake.

Takeaways:

When you show the people behind a company or brand, it makes it feel more relatable or trustworthy. With the NBA, we often see players looking serious and tough as they play basketball. But, when you see them off the court, you realize that they’re human, just like you.

Although someone might not be a sports fan, they might still watch behind-the-scenes stories like this to learn more about the faces behind the brand or to get insight on how the world of sports works.

In other industries, people might also respond well to behind-the-scenes video. For example, if you’re marketing for a school or gym where professors and trainers might seem intimidating to prospects, showing Instagram Stories that follow them in their daily lives might make prospects less apprehensive about signing up for a course or membership.

Wayfair

Wayfair, an online furniture and home-decor company, publishes Stories that fall into five home-related categories: Wall Art Wednesday, #WayfairAtHome, Home Renos, Multifunctional, and Design Services.

When you visit its account page, instead of featuring multiple individual stories, they show you icons for each category. Once you click in, you’ll see multiple Stories that relate to each group.

Regardless of which category the Story falls into, Wayfair is always creatively weaving product shots into it in either a humorous or creative way.

Here’s a screenshot from a Story where the brand uses humor to show off wall art:

In another example, they give valuable tips for home renovation that acknowledge Wayfair products:

Wayfair includes a “See more.” swipe up call to action in every page of its Stories which allows viewers to swipe directly to a product immediately after its shown.

Takeaways:

If you’re working at an ecommerce company, or want to highlight and sell products quickly, Wayfair’s strategy could be beneficial. These Stories allow possible customers to see products in action and used in real-life scenarios, which might make them want to make a purchase.

If you can’t link your website to your Story, you could alternatively stick a product line link in your Instagram bio, then create a Story highlighting products that will be shown on that webpage. At the end of it, rather than including a linked call to action, you could direct viewers to your bio.

If you end up creating a bunch of Stories that fit into just a few categories, you might also want to consider presenting them as featured Stories like Wayfair does on its profile. That way, if someone is interested in one product category over another, they’ll know where to click to see relevant content.

Caffe Nero

The New England-based Italian coffee chain, Caffe Nero, uses its Instagram Stories to highlight new products, menu items, and it’s baristas. Recently, the company posted a Story about its “Barista of the Year” competition and award which highlighted the winner as well as eight baristas who were named as finalists.

Takeaways:

Whether you’re marketing for a local business or a chain, Stories can be a helpful way to highlight unique aspects of your brand — especially devoted and friendly staff.

By highlighting nine highly-skilled baristas and showing an award ceremony, Caffe Nero shows prospective customers that its employees are pleasant, want to help customers, are good at making coffee, and enjoy their jobs. It also makes Caffe Nero look like a brand that cares about both its staff and good customer experiences.

If someone has to pick between a huge restaurant chain with unhappy staff and a smaller chain with staff that cares about customer happiness, odds are, they’ll probably choose the second option because their experience might be smoother and more pleasant.

New York University

NYU’s Stories center around topics that you might see in a student newspaper. In any given story edition, you might find student profiles, historical fun facts about NYU, graduation speeches, and university-related newsbites.

In one Story, published on Valentine’s Day, NYU discussed alumni who fell in love:

In the same Story, they also highlighted instances of sibling students

And just recently, NYU published footage of its Pride Parade:

Takeaways:

Because Gen-Z and millennials flock to Instagram, this type of student-friendly content seems very well targeted. While many in Gen-Z are starting to enroll in college programs, some millennials might still be thinking about getting a first or second degree.

When prospective students are preparing to make a huge investment in college, they want to choose a school that cares about its students. With the strategy of telling interesting student stories and covering campus events, NYU gives possible students an idea of what going to the school might be like. These Stories might also show them how fun and diverse NYU could be.

If you’re part of a business that requires students or customers to pay large annual fees, one great way of showing them it’s worth it is by highlighting current customers or students. Emotionally, prospects might connect with people in their situation who are happy with a big investment that they made.

While this strategy works well for colleges and universities, it might also benefit other programs, such as a networking organization. For example, if you’re trying to market a group where members pay to attend networking events, workshops, or other career training, you might post Stories that talk about members who found jobs after joining, or use the platform to show videos of current members at an interesting networking workshop.

Planet Fitness

Planet Fitness leverages its diverse customer base by promoting gym triumphs in its Instagram Stories. Its featured Story includes one customer triumph or success story on each page with teaser language encouraging viewers to swipe up to the Planet Fitness website.

The best thing about this Story is that it shows successes from a wide range of people. While you might see a highlight about an athlete preparing for a marathon one day, you’ll also regularly see moms going to the gym, friends working out together, or other testimonials about customer milestones.

Takeaways:

Planet Fitness continues to define itself as a “judgement-free zone” by showing realistic accomplishments by every-day people. Those who want to go to the gym might see these stories and feel like Planet Fitness is a realistic and welcoming place for them to start working out.

Every-day person success Stories can be a great way to lighten up your brand image if you think prospects are too nervous to come to you. Aside from gyms, this could be an approach for other businesses or brands that might be intimidating to customers.

For example, because people can get nervous around lawyers, a law firm might want to use Stories to post video testimonials from clients who won their court cases with help from the organization. In another scenario, a nutritionist might have patients volunteer to talk about their wellness success. 

The Jimmy Fund

The non-profit organization which raises money for cancer research and treatments regularly keeps Instagram followers up to date with the projects its funding, cancer-survivor testimonials, and updates on its annual 5K Fun Runs.

Although cancer is a tough topic, The Jimmy Fund’s Stories are optimistic and promote the charity’s successes.

In one Story, the organization toured a state of the art cancer treatment center that they had helped fund:

In another, a cancer survivor gives five tips for living with the disease:

Takeaways:

If you’re a marketer for an organization that asks for donations or funding, you might already know that you’ll need to gain trust from your following in order to get the money you need. One of the best ways to show that someone’s donation will be put to good use is to promote how the funds are effectively being used to help others.

By using the Stories feature to present funded projects, like new cancer treatment centers, viewers can literally see what their money could go toward.

If you’re just getting a philanthropic organization or fund off of the ground, another way to earn trust could be by creating content that is valuable to the group you’re trying to help.

For example, along with noting what the charity has been funding, The Jimmy Fund also posts advice for cancer patients and cancer survivors. While those living with cancer can benefit from this, those who aren’t will see that the organization genuinely cares about the group it says it supports.

Lowe’s

The home-improvement store uses a variety of different story styles to show off its products. While most are created by Lowe’s, other [1]stories are curated from customers.

In one curated story, viewers can watch a woman refloor her bathroom with tiles she bought at Lowe’s:

In a story created by Lowe’s, the brand takes a similar approach as Outback Steakhouse by allowing viewers to vote on which type of paint color they preferred in a specific room:

Takeaways:

While home-improvement might be nerve-wracking to someone who hasn’t done it before, Lowe’s uses colorful imagery and creative stories to show how fun and creative it can be. Because Lowe’s shows its own tools in these stories, novices who don’t want to be overwhelmed by product choices might just buy the exact same supplies so they can replicate what they’ve already seen.

If your company offers DIY products, whether they relate to home-making, cooking, art, or other activities, showing them in action can be a really great way to encourage purchases. How-tos and demonstrations can excite prospective customers and show them how easy it can be to do a home project. Because of this, they might run straight to your store to buy similar supplies or ask your staff to show them other products for another DIY project.

Tips for Creating an Instagram Story

If this list has inspired you to create a branded Instagram Story, here are a few key takeaways to remember as you begin to brainstorm your first edition.

• Identify and leverage content that might already align well with the platform. Do you have great customers that you can interview on camera? Or photos or videos of your product or service in action? While you’ll still want to adapt imagery or Story lengths to fit the platform, don’t be afraid to publish Stories with curated or pre-created content that you think will engage Instagrammers and prospective customers.
• Create content specifically for the platform’s audience. Whether you’re adapting content or creating it from scratch, make sure you’re posting about topics that younger and more-visual Instagram audiences will engage with.
• Use interactive features like questions, polls, and quizzes. These add depth to a story and might enable users to think about each topic more seriously.
• Keep stories quick and to the point. Don’t overwhelm your audiences with too much text or too many pages. This might cause them to tap out of your story.
• Add a swipe up if you can. These can be a great way to gain traffic through Instagram. Don’t have the swipe up feature yet? Here’s how you can get it.

Stories can be a great way to add some unique and engaging content to your Instagram strategy. If you’re ready to make one, but feel overwhelmed by all the app’s features, leverage the strategies used by the brands on this list — your audience will surely enjoy it. 

Effective marketing is difficult to get right. Between creative demands, budget limits, and channel decisions, marketers have a lot to juggle when developing their marketing strategy.

The biggest determinant of effective marketing, however, is your audience.

If you’re not properly targeting your buyer persona, your promotions and advertisements will likely fall on deaf ears. You might as well not be marketing at all.

Where target audiences vary the most, though, is between individual consumers and businesses. Some companies serve individual shoppers, while others cater to companies and organizations.

Marketing to businesses is very different from marketing to individual consumers. That’s why an entirely different marketing method — B2B marketing — exists, and that’s why we built this guide.

By the end of this article, you’ll have a better understanding of B2B marketing, the most effective B2B marketing strategies, and how you can tap into and convert your business audience. Plus, the trends you can expect in the B2B space in 2022, according to new research plus expert tips. 

The purpose of B2B marketing is to make other businesses familiar with your brand name, the value of your product or service, and convert them into customers.

HubSpot is an example of a company that engages in B2B marketing. HubSpot’s customers are other businesses, not individual consumers. Therefore, all of our marketing efforts can be classified as B2B.

B2B vs B2C Marketing

B2B and B2C (business-to-consumer) marketing are very different. B2B and B2C marketing differ in their respective strategies and applications, as well as in their audiences and how they communicate to them.

B2B marketing targets the needs, interests, and challenges of individuals who are making purchases on behalf of, or for, their organization (rather than for themselves), thus making the organization the customer.

Here are a few examples of B2B companies:

• A coworking space that leases office spaces to remote teams and freelancers (like WeWork)
• An on-demand order fulfillment, warehousing, and screen printing service (like Printful)
• A marketing software company that sells social media management tools, lead generation software, and other marketing tools to businesses and organizations (like HubSpot!)

B2C marketing targets the needs, interests, and challenges of individual consumers who are making purchases on behalf of, or for, themselves, thus making the individual the customer. Here are a few examples of B2C companies:

• An e-commerce company that sells office supplies to remote or self-employed individuals (like Poppin)
• A store that sells t-shirts and other clothing and accessories (like Target)
• A music platform that sells streaming subscriptions (like Spotify)

Take a look at this chart comparing B2B and B2C customers.

	for b2b marketing	for b2c marketing
Goal	Customers are focused on ROI, efficiency, and expertise.	Customers are seeking deals and entertainment (which means marketing needs to be more fun).
Purchase Motivation	Customers are driven by logic and financial incentive.	Customers are driven by emotion.
Drivers	Customers want to be educated (which is where B2B content marketing comes in).	Customers appreciate education but don’t always need it to make a purchase decision.
Purchase Process	Customers like (if not prefer) to work with account managers and salespeople.	Customers like to make purchases directly.
People Involved in Purchase	Customers often have to confer with decision makers and other members of their chain of command before making a purchase decision.	Customers rarely need to confer with others before making a purchase decision.
Purchase Purpose	Customers make purchases for long-term solutions, resulting in a longer sales cycle, longer contracts, and longer relationships with companies.	Customers aren’t necessarily looking for long-term solutions or long-term relationships.

As much as they differ, though, B2B and B2C also intersect in many ways. While Poppin sells office supplies to remote or self-employed individuals, they also design corporate office spaces and branded supplies.

On the flip side, Printful not only offers order fulfillment and warehousing to businesses; they also fill e-commerce printing orders for individuals.

As distinct as the B2B and B2C marketing audiences can be, B2B marketers can always learn from B2C campaigns, too.

B2B Marketing Strategies

As I said above, marketing depends on its audience. While B2B and B2C marketing vary, not every piece of B2B marketing material is alike, either.

In this section, we’ll talk about various B2B marketing strategies you can implement to reach your specific business audience. Before we dive in, though, make sure you understand the B2B buyer’s journey. Take note of how each of these stages may affect your marketing strategies and how you implement them.

When you begin to form your B2B marketing strategies, there are a few steps you should take before you jump straight to execution.

1. Determine your brand positioning.

To create an effective strategy, you have to fully understand your brand positioning. This statement is the who, when, why and how of your brand identity — or the way your brand is perceived through the eyes of the customer.

Devise a brand positioning statement that your team and prospective customers can believe in, and you’ll be ready for the next step.

2. Identify your target audience.

Find your target audience — or who’s really looking for your brand’s products or services. That information will help you create buyer personas and understand how they make purchase decisions, a tool that’s extremely useful for any type of marketing.

3. Run a competitive analysis.

Scope out the market and see what other businesses are marketing to your target audience with a competitive analysis. Things to be on the lookout for when inspecting competitors are:

• Competitor product offerings
• Competitor sales tactics and results
• Competitor marketing content and social media presence

Getting a general overview of these items can help you recognize your competitors’ strengths, weaknesses, opportunities, and threats — otherwise known as SWOT analysis.

4. Explore marketing channels to use.

In your competitive analysis, you’ll see the different types of marketing channels your competitors use successfully, and the channels they haven’t taken advantage of.

With the previous steps completed to begin building your B2B marketing strategy, this is where you’ll be able to diversify your own B2B marketing portfolio and reach the businesses you need to. The following categories are B2B marketing channels bound to connect you to your target audience.

B2B Email Marketing

Email marketing is a tried and true method of reaching both individual consumers and business customers. Did you know that 93% of B2B marketers use email? Are you one of them? You should be. Emails lead to engagement which turns subscribers into leads … and then customers.

Download our guide to optimizing email marketing for conversions and learn how to grow your email list, ensure deliverability, and increase engagement.

Unlike B2C customers who respond best to emotions and entertainment, B2B customers look for logic and positive ROI. Essentially, they’re asking themselves, How can your business help my business grow? Because of this, your email marketing must consistently resonate with your business customers and focus on things that matter to them — like time, money, and resources.

Email marketing is also a powerful vehicle for sharing your brand’s content. 83% of B2B companies use email newsletters as part of their content marketing program, and 40% of B2B marketers say these newsletters are most critical to their content marketing success.

With the constant barrage of emails flooding our inboxes today, it’s more important than ever to create and send out effective marketing emails.

B2B Email Marketing Best Practices

• Write enticing subject lines. Think about your email subject lines as a Netflix trailer — if you can’t hook your audience with a two-minute clip (or, in this case, a few dozen characters), don’t expect them to open and watch (or read) the whole thing. We recommend spending almost as much time on your email subject lines as you do on the emails themselves.
• Stick to one call-to-action (CTA) per email. If you think the number of emails you receive is a lot, take a look at the CTAs in those emails … some are packed with two, three, and sometimes up to 10 different CTAs. Don’t make this mistake, which can leave your recipients’ heads spinning, asking “What should I click on first?” and ultimately clicking on nothing. With one CTA per email, you allow your audience to focus on your email content and ultimately one action … a welcome reprieve from today’s frequent decision-making and analysis paralysis.
• Segment your email to reach the most relevant audience. Not every email you send will be appropriate for everyone on your list. Your subscribers may be at different stages of the buyer’s journey or be seeking different solutions. That’s where email list segmentation comes into play. Not only does this help you relate to your audience better, but it gives your emails that personal feel that says “Hey, I’m listening and I know what you’d like to see.” Consumers prefer email quality over quantity anytime.
• Make sure your email designs are responsive. Over 80% of email users access their inbox on their phones, and emails that don’t show up correctly on mobile devices are often deleted in three seconds. Ouch. Don’t let your email be one of those.
• Don’t be afraid of the cold email. As uncomfortable as it is, the right email can convert new customers — like this cold sales email that won 16 new B2B customers.

👉🏼HubSpot Tip: You can’t send marketing emails without any recipients — these people make up your lists. There are plenty of easy ways to grow your email list. Begin with opt-in forms on your website homepage, About page, and blog. Check out HubSpot’s Free Form Builder tool to get started.

B2B Digital Marketing

Every business, whether B2B or B2C should have a digital presence — which is comprised of paid ads, search engine optimization, a website, and any other place your B2B company is active online. Let’s walk through a handful of tactics that can strengthen your B2B digital marketing strategy.

1. Define your target audience.

A strong B2B digital marketing strategy starts with defining your target audience, or buyer persona. This demographic and psychographic information will inform almost every other marketing activity thereafter, ensuring your content and digital material is absorbed by the right eyes and ears (and that no resources go to waste on your end).

2. Create your website.

Secondly, digital marketing can’t quite function without an informative, engaging website. Over 80% of buyers visit a website before making a purchase. Moreover, since the typical B2B sales cycle often involves many key players (such as gatekeepers, decision makers, and other folks who have to buy into a purchase), websites are easy, straightforward ways for influencers to share information about your product or service.

For inspiration on how the best B2B websites are built to impress, check out this video:

3. Optimize your digital presence.

Your website needs to be more than informative and engaging, though … it needs to be discoverable. You can do this with on-page SEO and technical SEO tactics. These include everything from image alt-text and meta descriptions (what your visitors can see) to structured data and site speed (what your visitors can’t see). Off-page SEO is also at play here, which refers to external linking strategies and social sharing — SEO tactics that take place off your website.

4. Run PPC campaigns.

Finally, round out your digital presence with pay-per-click (PPC) advertising, which allows you to get your content and brand in front of new audiences via search engines and other advertising platforms. I recommend maximizing your PPC investment by advertising more than your specific products or services — such as your brand personality, blog or social media content, or company tagline.

The best way to see an ROI from your paid ads is by 1) incorporating your buyer persona data and 2) boosting content that they can relate to. For example, it’s highly unlikely a brand new consumer who’s never heard of you is searching for your exact product. They may be searching for a location-based solution or product feature. To reach the greatest number of potential customers, pay to target relevant categories within your brand vs. promoting your product or services.

B2B Content Marketing

We’ve talked about how B2B customers are focused on expertise, driven by logic, and desire to be educated. What better marketing tool to satisfy these priorities than B2B content marketing?

Whereas a traditional PR marketing strategy interrupts a consumer’s day-to-day with promotional material, a content marketing strategy adds valuable information and informs the consumer — which is precisely what B2B customers are looking for. Not to mention that content marketing supports SEO efforts, which involves anticipating what your audience is searching for, helping them discover your website and content … and potentially converting them to customers.

It’s important to note, content marketing is most effective when you align your content to various stages of the buyer’s journey. As Jonathan Franchell, CEO and Founder of Ironpaper, points out: “Effective content in the awareness phase educates the buyer on their pain points.”

“A frequent mistake B2B organizations make is educating the buyer on their own company, product, or service. The buyer isn’t ready for that; they are just beginning to understand their problem.”

Franchell adds, “Additionally, B2B companies should test content. Run a test on an incentive and vary the type of content – use a webinar, an eBook, or a video. Understand what format of content attracts the right types of buyers and measure it down to an individual human level.”

Download our free guide and learn what topics convert at the highest rate with insight from 175,000 B2B & B2C blog posts.

In fact, 80% of business decision makers prefer to get information from an article than an ad. Knowing this, I’d say you should be putting the same (if not more) resources into your content marketing than your traditional advertising strategy.

Because the B2B buyer’s journey is slightly different than the B2C buyer’s journey (which has shorter sales cycles and fewer decision makers involved), the content you create for your B2B content marketing strategy may vary more than the content you’ve seen as a consumer yourself, as illustrated in the below graphic.

Before you start creating content, though, I recommend creating a business blog. (Don’t worry, growing your blog readership is easier than you think.) Your blog will house all the content you create and serve as a home-base for readers to visit and subscribe to.

B2B Social Media Marketing

Did you know that 75% of B2B buyers and 84% of C-Suite executives use social media when making a purchase? That’s right — social media marketing isn’t just for brands targeting individual consumers.

Many B2B companies struggle with social media marketing, though. It can be harder to use social media to connect with business customers, especially because (as we mentioned above) there’s typically a lengthier sales cycle and longer chain of command.

Honestly, B2B social media marketing might not be where you convert the greatest number of leads, and that’s OK. It likely comes into play near the beginning of your customers’ buyer’s journeys.

Social media is a powerful tool for building brand awareness, giving your company an online personality, and humanizing your business — all very powerful factors when it comes to marketing and connecting with potential customers. Like email marketing, social media is also a highly effective channel for sharing your content and enhancing your brand expertise, the latter of which we know B2B customers appreciate.

Overwhelmed by social media? Spend more time connecting with your followers with our time-saving suite of social tools.

While your social media accounts might not convert as frequently as your content or email marketing, they’re just as important. In this case, followers are just as valuable — you never know when they might convert to leads or customers.

👉🏼 HubSpot Tip: Why? Content shared by employee advocates receives over eight times more engagement than content shared by brands. So, involve your employees in your B2B social media marketing strategy. Encourage them to create their own social media channels and share about life at your company. Create a culture account (like our @HubSpotLife Instagram) to show what’s going on at work, not just what you’re selling. You never know — this might attract strong talent, too.

B2B Marketing Trends to Watch in 2022 [New Data] 

HubSpot’s Blog team conducted research to determine the challenges, opportunities, and initiatives that most B2B marketers are focusing on in 2022. 

Let’s dive in. 

1. Marketers report ‘measuring the ROI of marketing activities’ will be their number one challenge in 2022.

30% of marketers marked “measuring the ROI of your marketing activities” as the number one challenge they believe they’ll face in 2022.  

Measuring ROI can be easier for some activities compared to others. For instance, it’s easy enough to track a social media advertising campaign’s ROI if you’re tracking sales made from an ad placed on Facebook. Sales is a tangible outcome, and Facebook’s Ad Manager enables you to easily track ROI from your efforts. 

However, other activities can be more difficult to track. Analyzing which pieces of social or blog content resulted in sales, for instance, can be a more arduous and convoluted process. 

To combat this challenge, take a look at How to Calculate ROI in Marketing [Free Excel Templates].

Additionally, consider A/B testing various marketing activities and tracking ROI to determine which platforms traditionally have the biggest ROI for your business. For instance, most marketers find the highest ROI from Facebook — but this could vary for your brand or business needs.

2. The majority of B2B marketers plan to increase their investments in influencer marketing in 2022. 

As a result of the pandemic, we’ve seen an immense shift in how consumers’ shop, with the majority now shopping online — and, in particular, purchasing products directly on social media.

It makes sense, then, that B2B marketers want to ensure their products or services are showing up on social channels with influencer partnerships. 

Influencer marketing is projected to become a $13.8 billion dollar industry by the end of this year, and it’s showing no signs of slowing down. 

Most B2B marketers — 71% — plan on investing more in influencer marketing in 2022, and that’s likely a wise choice.

However, you’ll want to ensure you choose partnerships wisely. While it can be tempting to find influencers with massive audiences, many businesses have seen more success with micro-influencers, so be sure to do your research to determine which influencers have the most authentic connections with your desired audience.

3. Roughly half of B2B marketers plan to create more case studies in 2022. 

42% of B2B marketers plan to increase their investments in case studies in 2022, surpassing interviews, ebooks, and images. 

Businesses want to learn from other businesses. Case studies are exceptional opportunities to inspire or educate your audience with real-life examples of other companies’ stories. 

If you’re unsure about this media format, consider testing case studies on your blog and monitor how they perform. Alternatively, try creating case studies in alternative formats — such as a YouTube video — to provide additional value to your audience. 

4. The number one goal for B2B marketers in 2022 is ‘increasing brand awareness’. 

Understanding your big-picture goals is imperative for creating an effective marketing strategy for 2022 — so it’s likely helpful to know what other B2B marketers’ plan to focus on in 2022. 

Roughly half of B2B marketers report that ‘increasing brand awareness’ is their number one goal in 2022. This goal surpasses increasing engagement, advertising products, lead generation, and even closing deals. 

Brand awareness is critical for fostering trust, long-term loyalty, and brand equity. It makes sense, then, that so many marketers feel it’s critical for long-term success. 

5. Some marketers plan to stop leveraging podcasts and audio content in 2022, while others will stop implementing VR and AR. 

As important as it is to learn what marketers plan to do in 2022, it’s equally vital to learn what they plan not to do. This can help you identify your own guardrails, and ensure you’re sticking to the most efficient marketing strategies, rather than wasting time and resources on all of them. 

HubSpot’s Blog Research found 25% of marketers plan to stop leveraging podcasts and audio content; followed closely by 23% who plan to stop leveraging VR and AR. 

This doesn’t mean these activities are inefficient, but it does suggest that some survey respondents found the time, effort, and resources required for each of these efforts wasn’t worth it. Ultimately, it depends on your audiences’ preferences. 

If your audience doesn’t enjoy consuming business content on podcast or audio formats, then re-consider investing in these initiatives.

However, audio content isn’t going anywhere — so if you haven’t already, you might consider testing various audio formats in 2022 to see how they perform with your audience. If you’re unsure how to get started, take a look at Everything You Need to Know About Starting a Podcast in 2021 or Clubhouse vs. Podcasts: Which Should Marketers Use? [Data + Expert Tips].

6. Over half of B2B marketers say ‘optimizing load speed’ is going to be their most effective SEO strategy in 2022. 

There are numerous various tactics you can implement to boost your SEO rankings in 2022. However, it can be challenging to know where to begin.

56% of B2B marketers marked ‘optimizing load speed’ as the most effective SEO strategy, followed by creating search insights reports. 

Load speed directly correlates with how well your pages rank on Google, since slow pages negatively impact a user’s experience. If you’re not sure how to reduce load speed, take a look at these 9 ways to improve page load speed. 

7. LinkedIn will be the most popular video channel for B2B marketers in 2022, followed by TikTok. 

Finally, we asked: Which social media platforms do B2B marketers’ companies post video content on? 

Video content is the most popular format for most people when it comes to consuming content, so it’s vital your marketing team use video as a primary format. However, it can be tricky to determine which platform(s) you should post that content for optimal results. 

As shown below, roughly half (49%) of marketers say LinkedIn is the best platform for posting their video content — followed by 28% who marked TikTok as the optimal platform. 

If you’re considering posting video content on LinkedIn in 2022, take a look at LinkedIn Video Specs and Best Practices: a Comprehensive Overview.

Along with research, I spoke with a few B2B experts to get their take on the trends we can expect to see in 2022. 

Carla Andre-Brown, a Content Marketer at Mailbird, told me she believes we’ll see more B2B brands aligning with charities in 2022. 

Andre-Brown says, “Brands get a lot of brownie points and even referrals when they show how they serve the community. Instead of only seeing charity efforts around the holidays, you can expect philanthropy year-round.”

Andre-Brown adds, “Brand-building activities will look to work with social and environmental causes in a format that is ongoing and builds recognition for both parties. Marketers will need to be especially mindful of the way they present their company, to avoid being accused of having poor intentions.”

“For instance,” Andre-Brown continues, “a company using the Pride theme each summer without having policies that protect LGBTQ2IA+ employees is called ‘Rainbow washing’. To ensure this work is well-received and has an impact, marketers should listen to their communities’ suggestions and look for sustainable changes that everyone can benefit from.”

Additionally, Chief Evangelist at Terminus Sangram Vajre says he predicts that data collection will become a major priority for brands in 2022. 

As he puts it, “The quality of our campaigns and initiatives will increasingly rely on our CRM, CDP, and 3rd-party sources to help create stylized, targeted, and convertible marketing initiatives. And since CMOs are increasingly held to ROI numbers, we have to up our game.”

To consider how you might manage your data in a more efficient, sustainable way, take a look at Everything You Need to Know About Data Management.

Additionally, if you’re unsure how you can continue tracking your audience without using third-party cookies, read 7 Marketing Alternatives to Tracking Cookies.

B2B Marketing Examples

A B2B marketing approach that works for one business may not work for another, but that’s not to say we can’t learn something from the pros. Here are eight B2B marketing examples of businesses who did it right.

1. Social Media Marketing: Adobe

TikTok can seem like a difficult platform to stand out as a B2B brand, but some companies have managed to attract thousands — if not millions — of viewers to their videos through high-quality content and an understanding of the app. 

Take software company Adobe, which has 262.3K followers and 2 million likes on its TikTok account. 

When Adobe first joined the app, the company’s second video got over 2 million views. The video asked its audience, Who is a creative TikToker we should know about?, which encouraged high audience engagement. 

Adobe succeeds on the app because it creates engaging content specifically catered for TikTok’s audience. All Adobe’s videos are short, entertaining, and easily digestible. 

Take the following example, which has over 370K views and highlights how user @emilesam used Adobe’s After Effects edit to create a fighting sequence against himself. 

The brand does a good job highlighting its products in a fun, non-promotional way. Both consumers and businesses can see a clear connection between using Adobe’s products and finding success on TikTok — which makes this a great example of B2B marketing. 

2. Content Marketing: Shopify 

Ecommerce company Shopify produces many different types of content resources, such as a blog, business courses, and community events. But one content avenue that helps the brand stand out is its podcast, aptly titled Shopify Masters: The ecommerce business and marketing podcast for ambitious entrepreneurs.

The podcast focuses on inspiration stories from entrepreneurs, and offers practical tips for starting an online business on Shopify. Episode topics range from “Disrupting the Soda Industry with a Healthy Spin” to “How Masks For Dogs Landed a Deal on Shark Tank”. 

Offering so much valuable, interesting content for free is a fantastic example of effective B2B marketing, which should always provide value before it tries to extract it. 

3. Digital Marketing: Mailchimp

Mailchimp’s homepage is easy to navigate, clean, and focuses entirely on its customers’ pain points. 

Consider, for instance, the first large text you see when you click on the page: “Get down to business and grow sales”. The smaller text below it reads, “Engage your customers and boost your business with Mailchimp’s advanced, yet easy-to-use marketing platform.” 

The language focuses on the customer, and how Mailchimp can help the customer reach their goal: To grow their businesses. 

Additionally, the website offers a banner at the top of the page that enables customers to choose in which language they’d prefer to view the website. Even the company’s Products navigation menu includes how the product can “Get Your Business Online” and “Market Your Business”. 

Ultimately, the company demonstrates how much they value each of their customers by tailoring each piece of content towards its customers’ unique challenges. 

4. Client Testimonials: Venngage

Venngage took its positive client testimonials and sprinkled them throughout its website. This social proof lets prospects know that you have a track record of reliability, and have delighted previous customers beyond expectation. Not only that, but sharing testimonials can have a big impact on potential consumers in the Consideration and Decision stages.

After all, 87% of consumers read online reviews for local businesses in 2020, which is up from 81% in 2019, so using client feedback is a great tool to attract new ones.

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5. B2B SEO: TravelPerk, Google

A B2B buyer spends 27% of the time in the purchase journey independently researching online, potentially using at least one search engine during the online research. It’s worth the time and money to invest in making sure other businesses can find you with ease.

TravelPerk displays a diverse range of paid search and SEO. An impressive SEO strategy is its use of topic clusters and sub-topics for reaching its target audience. TravelPerk ensures that search engine pages like “business travel expenses” have a paid ad leading to its website, or high-ranking blog content providing information travelers are looking for.

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6. Inside Influence Marketing: IBM, Influencer and Employee Advocacy Program

IBM Systems business group has seen the growing importance of employee voice and the rise of employee influencers as a strategy in B2B marketing.

In the words of Ryan Bares, Global Social Programs Lead, he states, “In the B2B marketing world, we’ve all come to understand that buyers trust individual voices more than formal marketing and advertising messages, so finding ways to optimize influence internally is becoming a key area of focus.”

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Leveraging employees in your company that have an affinity for the industry, vast knowledge of trending topics and your brand, could be key in building new relationships in the industry.

7. B2B Referral Program: Blackbaud, Blackbaud Champions

Blackbaud offers an incredible B2B referral program that incentivizes current customers to become product advocates — Blackbaud Champions. Champions are encouraged to share their insight into how the implementation process works, what it’s like to work with the team, and how Blackbaud solutions have helped you advance their mission.

“When you share your experiences and expertise and help us spread the word about our products and services, we’ll reward you with benefits only available to Champions. By providing your feedback, participating in activities like reference calls and case studies, and sharing educational content and events on social media, you’ll earn Reward Points in the Blackbaud Champions Hub which you can redeem from the Champions Rewards”

These points are what Champions strive to redeem, as they include incentives like discounts, complimentary passes, gift cards and VIP experiences, and more.

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Referral programs are a great way to kindle customer loyalty and have advocates spread the word about your business through the network.

Invest in B2B Marketing and Reach Your Business Customers

Marketing isn’t effective unless you keep your audience in mind, and no other audience is as fickle and critical as business customers. Your marketing should communicate how your business can help theirs, and if it doesn’t, you can redirect your B2B marketing strategies to reach them.

Editor’s note: This post was originally published in March 2021 and has been updated for comprehensiveness.

It’s very easy to spot good leadership when it happens.

Take, for instance, how an old manager of mine used to ask my advice on business strategy in our weekly 1:1s — and then provide constructive feedback on it.

While I might not have recognized it at the time, I now see he was teaching me to think about how my role fit into the company’s bigger mission.

Or, consider how my current manager seeks out learning and development opportunities for each of her direct reports. Whenever she finds a workshop or online class that could help me grow, she passes along the information.

All of which is to say: Good leadership doesn’t look, sound, or act just one way. There are a myriad of ways for a good leader to educate and inspire others.

Which means leadership is a harder skill to master than others. It isn’t like mastering Excel, which requires knowledge of specific, fixed formulas. Instead, good leadership is more ambiguous, and mastering it is less of a linear path. There will be setbacks, and moments where you feel you didn’t act as a good leader should. But there will also be incremental moments of true growth.

Whether you’re an individual contributor or already a team lead, there’s always room for improvement. Here, we’ll cover leadership development on various levels — from individual contributor to senior management and above. Plus, hear leadership tips from Google, LinkedIn, Monday.com, and HubSpot.

We’ll also explore how to achieve your career goals through actionable steps you can take to level-up and become a stronger, more effective leader.

Let’s begin.

What is a leader?

Before we dive into how to become a leader, it’s important we cover what a leader is.

At its most basic definition, a leader is someone who leads a group of people towards a common goal through inspiration, motivation, and strong vision setting.

For instance, a teacher leads her students towards the goal of learning and uses motivation and inspiration to help them reach that goal.

The motivation and inspiration aspects are key. A leader isn’t just someone who barks orders and hopes people obey. Instead, an effective leader is highly emotionally intelligent and connects with his or her direct reports to create stronger relationships before driving the group towards change.

Additionally, a good leader is someone who is effective at big-picture strategizing, and equally adept at communicating that vision to the rest of the team.

If you’re still unsure what a leader is, here are a few quotes from leaders who’ve defined the term for themselves:

• “As a business leader, I think of myself as a coach. It’s my responsibility to build a strong team, design a winning strategy and execute the strategy with excellence to bring the team to victory.” — Thasunda Duckett, President and CEO of TIAA
• “Ensuring that people have everything they need to achieve the missions of an organization. That’s it, all else is footnotes.” — Hans Vestburg, CEO, Verizon Communications
• “Leadership is helping believe in a better tomorrow or a better outcome than you have today.”  — Marissa Mayer, Former CEO, Yahoo!
• “Leadership is helping people succeed, inspiring and uniting people behind a common purpose and then being accountable.” — Paul Polman, Former CEO, Unilever
• “A leader is someone who can think strategically, simplify the strategy so everyone in the organization can understand it and communicate that strategy simply, enthusiastically, and in a caring way.” — Ajay Banga, CEO, MasterCard

Now that we’ve covered a more broad, basic definition, let’s explore some skills, traits, and qualities of good leadership to understand the definition on a more actionable level.

The Skills, Traits, & Qualities of Good Leadership

Good leadership looks different for every leader. Some leaders are quiet and calm; others are rambunctious and extroverted. There isn’t a specific personality that lends itself best to effective leadership. And that’s a good thing — at its core, leadership is about leading people, and people are diverse, so you want your leadership teams to reflect that diversity.

However, there are a few specific skills, traits, and qualities that have been identified as strong indicators of good leadership.

A few high-level leadership skills include:

• High emotional intelligence
• A growth mindset
• Strong communication skills
• Reliability
• Ability to give and receive feedback
• Decisiveness

To learn more about leadership skills (and how to improve them), take a look at What Are Leadership Skills? [+ How To Get Them].

For now, let’s explore which skills are most relevant for various leadership roles.

Leadership as an Individual Contributor

You don’t have to manage a team to be a leader. Instead, many individual contributors are strong leaders who need to develop leadership skills to manage projects or outcomes.

As an individual contributor, it is oftentimes your responsibility to have influence across the organization to drive projects across the finish line. This includes having the confidence to convince stakeholders that what you’re doing matters to the organization, and that you’re the best leader for the job.

Some of the most critical skills of an individual contributor include strong communication skills, time management skills, ability to work autonomously, and ability to collaborate effectively.

Here are a few specific examples of how individual contributors might need to demonstrate leadership skills:

• A social media marketer spearheading a new campaign across channels.
• A website designer who is in charge of re-designing the new company homepage.
• A blogger who notices a gap in an existing editorial strategy and wants to pitch a new topic cluster to leadership.
• A product marketer who needs to work with various teams to drive traffic and leads to a new product launch.

All of these employees need strong leadership skills — including the ability to empathize, remain flexible, listen actively to other team’s agendas, and communicate their own vision effectively — and yet, none of them lead a team in a traditional sense.

To develop leadership skills as an individual contributor:

Learn to seek out feedback from the employees with which you work. Once one project is complete, ask them to complete a survey that requests information related to your time management skills, communication skills, or collaboration skills.

Leadership as a Manager

Once you’re a manager, developing leadership skills becomes more a practice of trial-and-error.

To develop or strengthen key leadership skills, you’ll want to request regular feedback from each of your direct reports, as well as your manager, to determine areas for improvement. Ask clear, actionable questions such as, ‘What is one thing you’d like me to start doing? (Specific examples are helpful)’ and ‘What is one thing you’d like me to stop doing? (Specific examples are helpful)’.

Additionally, take the time to reflect on situations to determine how you might shift your behavior moving forward. Good leaders are the first to admit their mistakes.

For instance, if you’re managing an entry-level employee and recognize you didn’t give her enough context or support before suggesting she meet with her first client, you’ll want to reflect and decide how you’ll change moving forward.

Then, in your 1:1, you can tell her: “I apologize for pushing you into a client situation without ensuring you had all the context and information you needed to succeed. Moving forward, I’ve altered our team training schedule to ensure employees have more time to find their footing before meeting with a client.”

Finally, as you move into a manager role, take the time to identify your management style. Understanding your management style can help you uncover inherent strengths (and weaknesses), and expand upon those.

To develop leadership skills as a manager:

Ask your direct reports for candid, honest feedback. Reflect on situations and iterate on your behaviors over time. Finally, identify your management style and be self-aware about your areas for improvement.

Leadership as a Senior Manager and Above

When you become a senior manager, your job shifts significantly — because you’re now leading a team of managers.  

To be effective as a senior manager, you’ll want to ensure you know how to ask the right questions. In skip level meetings, for instance, you might be speaking with employees who feel intimidated and hesitant to point out issues they’re seeing on the ground-level — but their perspective is invaluable for spotting weaknesses within the organization.

Skip level meetings can also help you determine which areas your direct reports might need coaching, as well as patterns of challenges and inefficiencies across the team.

As a senior manager, it’s also your responsibility to identify and nurture future leaders. Seek out opportunities to coach and mentor lower level leaders to ensure your organization is prepped with leaders who can drive positive change.

Finally, a senior leader is someone who motivates and inspires the department at-large with visions of the future of the company — two, five, and even ten years out. She is someone who is able to clearly articulate where she sees the business, and industry, headed, to create a sense of purpose among employees.

To foster this skill as a senior manager, you’ll want to be intentional about staying up-to-date with the competitive landscape and consistently making note of existing customer pain points and how your company might reduce friction and stay relevant in the years to come.

To learn more about this, take a look at How to Set & Achieve Marketing Objectives in 2021.

To develop leadership skills as a senior manager or above:

Practice the art of active listening and asking the right questions to discover weaknesses and gaps in your organization. Keep up-to-date with the competitive landscape. Find mentors or senior manager peers who will provide you with leadership feedback, and attend conferences or seminars to network with other industry leaders.

How to Achieve Your Leadership Career Goals

1. Identify your leadership style, and know your strengths and weaknesses.

Leadership isn’t one-size, fits-all. So when you first decide you want to become a leader, it’s vital you take the time to determine what type of leader you want to be.

If you’ve never been in a leadership position before, you can start by taking a leadership style assessment to determine your style.

Alternatively, if you have been a leader in a previous position (even informally), take a look at The 8 Most Common Leadership Styles & How to Find Your Own [Quiz] to see which style you feel you fit most accurately.

For instance, let’s say you’ve determined you fit a ‘Coach-Style Leadership’ style. Coach-Style leaders are focused on identifying and nurturing individual strengths of each team member.

Since Coach-Style leaders focus on growth and success of individual employees, it’s vital you’re efficient at communication and relationship-building.

Alternatively, if you felt better suited for a ‘Strategic Leadership’ style, you’d want to hone skills related to strategic, big-picture thinking.

Once you’ve figured out your leadership style, it becomes easier to identify areas for improvement and areas of potential weakness.

To create a more comprehensive list, take the time to make a list of your strengths and weaknesses (and collect external feedback as well) — this can help you determine, with your manager, which areas of growth will be most necessary before you can earn a leadership position.

2. Seek out opportunities to become a role model or mentor.

To become a leader, you’ll need to vocalize to your manager that you want to become one. Then, he or she can help you identify opportunities to begin practicing leadership informally.

Alternatively, try seeking out those opportunities for yourself. There are a myriad of ways to test out your leadership skills. Perhaps you sign up to become a mentor to a new employee, or grab coffee once a week with a new team member to provide guidance and support.

Outside of work, you can look for areas in your community to become a leader. For instance, you could volunteer as a mentor for a local high school.

3. Develop your communication skills.

A core tenant of strong leadership is good communication skills.

Leadership requires you to communicate constantly with various stakeholders, effectively sell them on your goals or vision, and create rapport to build trust among your team.

In a given day, a leader might go from a meeting with executives in which she needs to communicate the resourcing needs of her team, to a meeting with individual contributors where she needs to build trust, inspire, and motivate.

 All of which is to say: Good leadership and strong communication skills go hand-in-hand.

To develop stronger communication skills, you’ll want to start by practicing your active listening skills, learning how to assert your opinion in a helpful way, and asking for feedback from others on your existing communication skills. You might also seek out public speaking opportunities to strengthen your public speaking skills.

Empathy and emotional intelligence are equally critical to communicating effectively, and can help you build stronger relationships with colleagues.

For instance, let’s say a colleague comes to you with a problem. She expresses that she’s been overwhelmed and, as a result, won’t be able to meet the deadline you’d initially agreed upon for a project.

While you might be frustrated or even angry initially, empathy can enable you to put yourself in her shoes, and understand that missing deadlines can happen to all of us. Additionally, emotional intelligence can help you monitor your own emotions and react appropriately.

As a result of having empathy and high emotional intelligence, you might respond like this: “Thanks for letting me know, and I’m sorry to hear you’ve been feeling overwhelmed. We’ve all been there. Give me some time to think over how we can come up with a solution to ensure we don’t get behind on the project as a whole.”

Rather than reacting purely based on personal feelings, emotional intelligence ensures you have the skills to keep your emotions in-check and respond to situations in positive, effective ways.

4. Ask big picture questions and learn to think about strategy.

When asked, “What skills are vital to being a good leader?”, over ⅓ of HubSpot survey respondents reported ‘ability to think strategically and to think about the big picture’. That skill alone won out over communication skills, decision-making skills, and interpersonal skills.

Thinking strategically doesn’t happen overnight. When you’re in a role that requires you to be focused on ground level details, it can be difficult to suddenly pull back and analyze bigger trends, challenges, and solutions — but it’s vital for any leader to be able to do so.

Here are a few ways you can begin exercising that ‘strategic thinking’ muscle:

• Ask more big picture questions in meetings, even if it’s not directly tied to your role. For instance, if you’re a social media marketer and you’re required to post Instagram stories for an upcoming product launch, you might explore questions such as, ‘Why did our executive team choose to focus on investing in development for this product in particular?’ ‘How will this product expand our value proposition?’ and ‘What narrative are we telling around this product and how it fits into our existing product stack?’
• Expand your network outside of your immediate team. Grab lunches with members of the sales or services organization, and take the time to speak with those outside of your team. This will help you begin to understand what’s happening in other areas of the organization, what other teams are working on, and challenges other teams are facing.
• Get organized with how you spend your time. While your day-to-day tasks are important, it’s equally vital you carve out intentional time to focus on bigger projects or professional development opportunities. To do this, you might block off one hour every other week to focus on personal brainstorming — during this time, you might write down a list of higher-visibility projects you’ve been wanting to test out, or seek out workshops and courses in your area that will help you develop skills that your team currently lacks.
• Be willing to speak up. Beyond asking question in meetings, practice feeling comfortable sharing your own perspective or opinion. Show your colleagues you’re willing to communicate new ideas or get creative when it comes to existing strategies.

Research Credit: Lucid

5. Take on more responsibility.

To begin levelling up in your career, you’ll need to seek out additional opportunities to expand your skillset and demonstrate your willingness to grow professionally.

The easiest way to do this is to have an honest conversation with your manager in which you ask where the team’s needs are, and how you can help your team meet those needs. Alternatively, perhaps you’ve observed a weak spot on your team and you feel confident you know how to fix it — in that case, you might bring your proposal to your manager.

It’s vital you have buy-in from your manager since taking on more responsibility outside of your existing role could look unprofessional if your manager doesn’t know why you’re adding tasks to your plate.

If you’re interested in becoming a team manager, for instance, you might tell your manager: “I noticed we’re hiring a summer intern. If we don’t already have a plan in-place, I’m wondering if I could become the intern’s mentor or manager for the summer to strengthen some of my leadership skills?”

6. Go where the needs are.

I received this advice early in my career after I’d pitched a lengthy project to my manager. The pitch was strong — except my solution didn’t solve a big problem, it solved a small one.

My manager said, “It looks like you created this pitch with your own personal interests top-of-mind. While it’s always great if your passions can match business need, first and foremost, you need to work from the perspective of, ‘What will help our business the most?‘”

She had a point. After some reflection, I realized our team didn’t need infographics designed for blog posts as much as the team needed more SEO knowledge and input. Rather than looking for design courses, I pivoted and signed up for a workshop on SEO. It was less interesting (personally), but it impacted our business on a broader scale.

Effective leaders don’t just suggest random ideas when it suits them. Instead, they start by asking the right questions and analyzing existing weak spots. Then, they work to fill in those gaps and create real change for their organizations.

7. Practice self-awareness.

Self-awareness is an incredibly vital skill for any leader.

For instance, leaders who can see how their employees view them are usually more effective, and have stronger relationships with their employees. Additionally, self-awareness can help you correctly identify what you do well, and which areas you can potentially improve.

But if you think you’re already a master in self-awareness, think again. One study estimates only 10-15% of people are truly self-aware. And, even if you are self-aware, there is always opportunities to strengthen the skill.

In this context of developing leadership skills, self-awareness can help you:

• Assess your current relationships with your colleagues, and how you might improve it. (Example: You recognize you were dismissive of another colleague’s ideas in a recent meeting, and she’s been avoiding you since. With that self-awareness, you can apologize for your behavior and practice more open-mindedness moving forward.)
• Analyze your own internal thought patterns, and recognize which ones aren’t serving you, to build confidence. (Example: You feel imposter syndrome every time you present to your team, and you’re self-aware enough to know it’s because you’re constantly thinking, ‘I don’t deserve to be here’. As a result, you work on self-affirmation, and create a folder on your desktop of positive reinforcements from colleagues.)
• Figure out which skills you lack that you’ll need to develop before moving into a leadership role. (Example: After some reflection, you realize you aren’t often honest about your mistakes, which can make you seem untrustworthy. As a result, you put effort into admitting when you’ve failed to your manager or team.)

8. Take the time for quiet reflection.

Becoming an effective leader doesn’t happen overnight. And, unfortunately, there’s no ‘end’ to becoming a good leader. For your entire leadership journey, you’ll continuously iterate and grow.

When setbacks and failure happens, it’s important you become adept at reflection. As you put these leadership tips into practice, take the time to regularly assess how you’re doing. Leadership is trial-and-error, and as you practice new behaviors to grow your leadership skills, you’ll want to determine which feel most authentic to you.

Ultimately, good leadership doesn’t mean mirroring what others have done. It means figuring out what works for your personality and style, and expanding on those innate qualities. Since authentic leadership is the single strongest predictor of an employee’s job satisfaction, it’s imperative you take the time to grow into a leader in the way that’s right for you.

Why Goal Setting Is a Critical Component of Good Leadership

As you move into a leadership role, you might feel pulled in many different directions by stakeholders with different goals.

This is why setting goals is vital for leading a team successfully: It keeps you focused on what matters for your team.

When you create goals for your team, you’re effectively prioritizing what you will say yes (and no) to over a given period. Additionally, you’re ensuring your team clearly knows where they’re headed and how to get there — an essential component of good leadership.

Here are a few other reasons goal setting is a critical component of good leadership:

• Goal setting helps you enable your employees to work more autonomously. If they know what results you’re expecting from them, it doesn’t necessarily matter when, where, or how they reach those.
• Goal setting helps you stay focused on what matters most for your business. It ensures you don’t get distracted with quick wins, and instead remain fixated on long-term success.
• Goal setting can spark more engagement from employees. If your employees understand the purpose and long-term vision behind their daily tasks, they’ll likely feel more motivated.
• Goal setting increases a team’s creativity and collaboration. Once you’ve decided where your team is headed, you don’t necessarily need to dictate how to get there. Instead, empower your employees to brainstorm and test out interesting strategies to drive the team forward towards that goal. It’s more interesting — and likely more effective — to gather unique perspectives when driving towards a common goal.
• It helps you know when to say no. When your employees come to you with interesting projects or experiments, it can be tempting to say yes. By setting clear team goals, you’re ensuring each team member uses their time intentionally in pursuit of that goal alone.

When setting goals, consider using a SMART framework to ensure your goals are clear, actionable, and specific.

The Eisenhower Matrix can also help you figure out which tasks are highest priority once you’ve determined your team’s short and long-term goals. The Eisenhower Matrix enables you to categorize your tasks in order of urgency and importance.

Now that we’ve covered goal setting as a vital component of leadership, let’s explore a few other critical factors according to Google, LinkedIn, Monday.com, and HubSpot.

What Makes an Effective Leader? Tips from Google, LinkedIn, Monday.com, and HubSpot

1. Effective leadership is humbling. 

Anders Mortensen, Google’s Managing Director of Channel Partners, says effective leadership is humbling. 

He told me, “In my early years of leadership, I was focused on the what — the results — while my team was focused on the how. It took me six years to realize that you don’t define your leadership success, it’s defined by others, and the how matters more than the what.”

Mortensen adds that he believes your definition of team will either limit leaders, or elevate them.

“To become an effective leader,” Mortensen says, “you have to make people around you better. Success is collaborative and your definition of ‘team’ will either limit you, or elevate you.”

“The broader you define ‘team’, the more holistically you’ll lead, and you’ll become the bridge-builder that solves for the entire company, versus optimizing for just your own.”

Ultimately, being a good leader means more than delivering exceptional results. It also means consistently motivating and supporting your team — through the highs, but also through the lows. 

2. Effective leaders show compassion and encourage authenticity.

Alyssa Merwin, LinkedIn’s Vice President of Global Sales Solutions, told me compassion is a key characteristic of effective leaders.

As Merwin puts it, “For many reasons, employees may struggle to show up as their full selves at work, creating barriers for them to be successful in certain parts of their roles. Whether because of caregiving responsibilities, mental health concerns, being part of an underrepresented group, or any other number of factors that make them feel different from the broader group, employees may experience increased stress of showing up to their desks — or Zoom, these days — on top of the pressure to perform in their roles.”

Employees desire the opportunity to show up as their authentic selves at work, which is a critical factor for long-term employee satisfaction and engagement. 

Merwin says, “To truly support their teams, it’s imperative that leaders not only recognize that these challenges may exist for some team members, but that they also commit to integrating diversity, inclusion, and belonging into their day-to-day operations.”

“Creating and enabling great cultures and welcoming environments is just the starting point,” Merwin adds.

“Effective leaders focus on how each individual team member is feeling and showing up to work, and they facilitate safe spaces for open discussion about how team members can better support one another.”

3. An effective leader is someone who walks side-by-side with their team. 

Effective leaders are able to provide strong, actionable support and guidance for their team. 

As Hila Levy-Loya, VP of Customer Success at monday.com, told me, “Being an effective leader is about choosing to walk side-by-side with your team — not forging ahead and looking back to check where they are.”

Being able to walk side-by-side, Levy-Loya adds, requires you to take the time to have deeper conversations with your team and understand their daily activities. “The first step in achieving this is to take the time to understand the details of your team’s work and what keeps them up at night. Get to know their day-to-day responsibilities and stresses, and in turn you will become trusted to lead an informed discussion with your team.”

Along with discussing your team’s responsibilities, you’ll want to remain transparent about the bigger picture — including your long-term vision and goals. 

Levy-Loya says, “The second step is granting your team access into your motivations so they can understand your ‘zoomed out’ view just as you do. Sharing the good, the bad, and the unknown creates an environment of trust and transparency that is crucial to achieving incredible results. With that ability to tap into each others perspectives, you and your team are able to pave the way together.”

4. An effective leader always assumes good intent.

Lisa Toner, HubSpot’s Director of Content Network, told me effective leaders always assume good intent, even when a team member makes a mistake. 

As she puts it, “No one sets out to make a bad decision or mistake. When it happens, they’re likely going to be more upset about it than you are, so no matter how frustrated you are, approach the issue with empathy, and calmly and supportively lead your team member towards a better outcome.”

“Always assume good intent,” Toner adds. “Reacting negatively will only knock their confidence in themselves — and you — in the long run.”

Ultimately, good leadership doesn’t happen overnight. To become an effective leader, you’ll want to consistently request honest, candid feedback from your direct reports, and practice self-awareness to recognize — and improve — your leadership weaknesses. 

Fortunately, your direct reports don’t expect you to be perfect; they expect you to be human. Be humble, admit when you don’t know, and collaborate with your team to leverage each person’s expertise — all of which will bring you that much closer to truly leading effectively. 

A sound content marketing strategy is one of the better ways a business can help shape its brand identity, garner interest from prospects, and retain an engaged audience. It lets you establish authority in your space, project legitimacy, and build trust between you and who you’re trying to reach.

As you can assume, it’s well worth understanding. But that’s easier said than done. Content marketing isn’t static. The landscape of the practice is constantly changing. It doesn’t look the same now as it did ten years ago, and in ten years it won’t look the same as it does now.

It’s a difficult topic to pin down — one with a fascinating past and an exciting future. Out of both genuine interest and forward-thinking practicality, it’s important to understand both where it’s been and where it’s going.

Here, we’ll get some perspective on both. We’re going to take a look at how content marketing has evolved in the past decade, and how it’s going to evolve in the next one according to expert predictions.

How Content Marketing Evolved in the Past Decade

Google changed the game.

In 2011, Google conducted its landmark Zero Moment of Truth (ZMOT) study. It found that 88% of shoppers use what’s known as a Zero Moment of Truth — a discovery and awareness stage in a buying cycle where a consumer researches a product before buying it. Google’s research also indicated that word of mouth was a definitive factor in swaying that moment.

The study provides a unique point of reference in the context of content marketing’s evolution. It captures the essence of how and why businesses needed to focus on content marketing at the beginning of the 2010s.

It was tacit evidence that companies’ stories were being told online — well beyond the control of their marketing departments — and it was in their best interest to help shape those conversations.

The ZMOT study highlighted the need for sound Search Engine Optimization (SEO). Ranking for relevant keywords on search engines became all but essential to bolstering a company’s online presence and holding up during consumers’ Zero Moments of Truth.

But that study wasn’t the only bombshell Google dropped in the early 2010s. Around the time the study came out, Google’s search ranking algorithm changed to discourage “keyword stuffing” — the practice of repetitively loading a webpage with specific keywords to try to sway search engine rankings.

The change represented what is still a continuous effort by Google to provide users with positive, helpful online experiences. And it did just that. The shift that set the stage for businesses to focus on producing more high-quality, meaningful content.

Social media rose.

But content marketing’s evolution wasn’t exclusively linked to search engines. Social media’s meteoric rise to prominence — one of the most disruptive trends in human history — also had a profound impact on the practice. As these platforms developed into mainstays of everyday life, they presented new challenges for content marketers.

As social media evolved, it popularized a different kind of content consumption than search engines. The difference boiled down to a matter of “pointed versus passive.”

Consumers use search engines to find content more pointedly. Generally speaking, when you use a search engine, you’re looking for a specific answer or a specific subject. Social media allowed users to consume content more passively on their preferred platforms. The content you see on your Facebook feed is finding its way to you — not the other way around.

That trend incentivized the creation of more shareable, attention-grabbing content that could easily be spread across social media channels.

In fact, as of 2021, social media is now the primary channel used by marketers, with over 80% of marketers using social media — by comparison, only roughly 40% use content marketing and SEO. 

Image Source

Video made a push.

Video also emerged as one of the prevailing content marketing mediums as the decade progressed, particularly among younger consumers.

As of 2021, roughly 70% of marketers say video is now their primary form of media used in their content strategies. 

Additionally, nearly nine out of ten people report wanting to see more videos from brands. 

Video is inherently engaging. Generally speaking, it’s easier to follow than blog posts, email newsletters, or ebooks. Gradually, audiences took to it more and more as the decade progressed. By the end of the 2010s, platforms like YouTube were central to the landscape of content marketing.

Obviously, content marketing underwent several shifts in the 2010s, but as I said at the beginning of this article, the practice isn’t — and will never be — static. There are still plenty of changes to come.

How Content Marketing Will Evolve in the Next Decade

Video content will continue to rule.

As I just mentioned, video was emerging as one of the most — if not the most — important mediums for content marketing at the end of this past decade. There’s no indication that that trend is stopping anytime soon.

In 2020, media uploads increased 80% year-over-year, demonstrating how the pandemic accelerated the popularity of video creation and consumption. 

And, as Canva’s B2B Head of Content Rachael Perry points out,
“Video content is positioned for massive growth now, especially as video-first social platforms like TikTok continue to rule.”

Perry says, “Almost everyone creates and absorbs visual content in today’s world, and video is a great way to bring your brand to life and build more personal connections with your audience.”

Perry adds, “Until now, video creation has been complex, but there are new tools making it easier. If you can understand what your audience truly needs, video can help you provide that value in a memorable way.”

All told, it looks like the exploration and expansion of video as the preeminent medium for content marketing is going to continue. The priority for marketers is going to be a matter of standing out.

That could mean emphasizing the quality of the content you produce — ensuring it’s enriching, well-crafted, and relevant to viewers. You could also try looking to emerging platforms like TikTok.

CEO & Co-Founder of Slidebean, Jose (Caya) Cayasso, told me he encourages brands to step outside the more traditional avenues of content marketing — blogging, email marketing, and SEO — to create “wider moats” around their content efforts. 

He says, “[At Slidebean] we decided to bet on YouTube, and it’s become our most significant source of revenue and brand awareness. Alternatively, companies like Morning Brew and Duolingo are killing it on TikTok — but requires us to reinvent ourselves constantly, and to break the status quo of typical corporate content.”

Cayasso adds, “You have to be incredibly clever and adaptable to succeed in video content — even more so if you’re a brand, versus an individual.”

No matter how individual producers and companies manage to innovate when it comes to video marketing, the medium is going to be a mainstay in the evolution of content marketing going forward.

Adjusting for mobile will be essential and present new opportunities.

According to Statista, global mobile data traffic in 2022 will be seven times larger than it was in 2017. Mobile device usage is increasing astronomically, and it’s in every content marketer’s best interest to keep pace with that trend.

In 2021, 61% of Google searches took place on a mobile device, and that trend is showing no signs of slowing down. Having a website optimized for mobile devices will be central to successful SEO efforts. And a lot of the content you create will need to fit that bill as well.

Blogs should be easily navigable on smartphones. Readily accessible video content that your audience can watch on mobile devices will be a big help as well. Prospects and customers will need to be able to get as much out of your mobile resources as your desktop ones.

This shift towards mobile will also present new opportunities through emerging kinds of media. More novel mobile technology — like virtual and augmented reality — will have a very real place in the future of content marketing.

As people continue to rely more on their mobile devices, content marketers will have to as well.

Successful content will be more empathetic, purposeful, and customer-first.

Google’s ranking algorithm aims to prioritize the content that will mean the most to searchers. Ideally, by Google’s standards, the first ranking search result for any keyword is the one that best addresses whatever users are searching for. And in all likelihood, they’ll keep tinkering with their process in pursuit of that interest.

While there’s no telling exactly how the algorithm might change going forward, one fact remains — marketers need to focus on high-quality content that will register with consumers. That means understanding your audience and putting considerable effort into how to reach them best.

As HubSpot Senior Content Strategist Amanda Zantal-Wiener puts it, “Where I’m starting to see content turning a corner is in the area of empathy. In the years to come, marketers are going to start creating more content that’s truly created in the mindset of putting themselves in the shoes of others — be it their customers, prospects, partners, or someone else within their audiences.”

She adds, “They’ll ask questions like, ‘What does my audience need from me right now? What can I create that’s truly going to help them?’ That’s going to become a requirement for marketers when they begin brainstorming content.”

Content marketing is trending towards audience enrichment as opposed to product promotion. If this shifting tide holds true, content marketing will continue to become more targeted, purposeful, and customer-centric as the practice evolves.

As Katelyn Seese, Content Strategist at Blue Frog, puts it, “Content marketing has the power to make real connections with your audience and educate them of the value of your brand beyond your services, products, or offerings. Consumers care much more today about the who and why of your brand rather than just what you do. Understanding who your audience is and why they need your brand is the key to creating meaningful content that truly resonates with your audience.”

Of course, content creation isn’t easy. Fortunately, Kim Giroux, Director of Marketing at Beautiful.ai, believes the future includes an increase in tools that should help your writers with content creation and design. 

Giroux told me, “Over the next decade, content creation will be automated with tools backed by artificial intelligence and natural language processing. Widespread adoption of such tools will give marketers the ability to create quality content in a fraction of the time. At the same time, integrations will simplify tech stacks and end-user experiences. Professionals will no longer need to understand complex tools, while workflows and team collaboration will be seamless.”

She adds, “With automation in content creation tools as the norm, designing or branding content such as presentations, infographics, blog posts and white-papers will be effortless.”

“The days of spending hours formatting and incorporating brand elements and design principles into every piece of content will be long gone. Smart technology will instantly create branded, visually appealing collateral, freeing up marketers’ brainpower to focus solely on the messaging and strategy behind a brand.”

Historical optimization will become increasingly important.

Basha Coleman, a Historical Optimization Marketing Manager at HubSpot, believes the future of content marketing will include an increased awareness and dedication to historical optimization.

She says, “As we enter an era where competitive content is appearing each minute, content teams will find it worthwhile to extract more value out of every minute spent on content development.”

Coleman adds, “That means existing material that is updated with new data and trends can compete with brand new content on the same topic, while spending less time and resources to produce it.”

If you don’t already, consider investing in a strong optimization strategy for 2022 and beyond. This will help you create consistently relevant and high-ranking content without constantly starting from scratch, and is a critical SEO tactic for maintaining authority in the SERPs. 

Marketers will use more interactive content on their websites.

Nowadays, consumers are interested in easily-digestible, interactive content. In fact, 45% of B2B buyers say interactive content is one of their top three preferred content types, and interactive content gets 2X more engagement than static content.

To serve your audience’s needs, consider how you might implement more interactive content, which breaks up long paragraphs of text and provides the viewer with an alternative method for consuming content. 

As VP of Marketing at Trusted Health Jill Callan puts it, “With average attention spans dwindling down to less than that of a goldfish, brands can no longer afford to have one-way conversations with their audience.”

Callan says, “Interactive content on your website or blog can help engage visitors and make complex information easy to digest.”

Callan adds, “At my company, Trusted Health, we’ve used this approach to engage our nursing audience with things like our Salary Calculator, which helps nurses get detailed salary and cost of living information for every state. The best part? Creating contextual user experiences needn’t suck up precious product or engineering resources.”

If you aren’t sure how to begin, you’re in luck. Callan shared with me three tips to kick-start your interactive content journey:

• Embed an ROI calculator on your website to show potential customers how you will save them money. An interactive tool immediately shows your product’s value versus relying on text-heavy copy to explain it.
• Crowd-source product innovation. Tap into your brand advocates and loyal customers to learn more about their pain points and product wishlist. Use those insights to inform a product roadmap.
• Create a quiz. Not only are quizzes a great way to engage visitors, they also give you a better understanding of your audience so you can create more targeted campaigns in the future.

Zero-party data will become the preferred option for collecting prospect and customer data.

The way we use cookies and other ad-tracking tools in the next decade will change dramatically. 

Marketers will need to continue prioritizing the security of their prospects and customers’ data, or risk losing their consumers’ trust. 

To do this, many marketers will switch from using first, second, or third-party data to using zero-party data, which is data collected voluntarily from customers in exchange for value. Zero-party data goes beyond email address or phone number, and instead can include personal context, interests, and preferences — in return, prospects and customers can expect a more personalized consumer experience. 

As Senior Director of Marketing at Microsoft Advertising John Cosley told me, “Zero-party data is the foundation for a relationship built on trust and a value exchange. For consumers, it holds the promise of a personalized and more relevant experience with brands. In return, brands and businesses receive better insight and a longer-term relationship.”

Using zero-party data enables you to create trust between your brand and its consumers, while also ensuring you’re delivering the most personalized content possible for your customers. As other types of data collection are phased out — including third-party cookies — you’ll see marketers shift to zero-party data in the next decade.

If there’s anything to take away from understanding the previous and upcoming evolutions of content marketing it’s this — don’t get too comfortable. New trends and challenges are always emerging, and it will always be in your best interest to stay abreast of them.

And above all else, focus on consistently creating high-quality content that your audience will always be able to get something out of.

Editor’s note: This post was originally published in May 2020 and has been updated for comprehensiveness.

Have you ever searched stock image websites and thought, None of these truly represent my brand?

It can be difficult to stand out using the same cheesy images as everyone else, but creating a unique brand character can help distance you from the pack.

A brand character, or mascot, is the visual representation and ambassador of your brand. They can be an illustration, inanimate object, a person, animal or any other character of your choosing.

This is different from brand personality, which refers to the emotional and behavior characteristics attributed to your brand that help you resonate with customers.

Below we’ll explore the benefits of using a brand character and how to create your own.

Advantages and Disadvantages of Using a Brand Character

Brand characters can fulfill a variety of uses for your company. Here are some advantages of using them:

• Improve communication: Images can often convey feelings and communicate messages to your audience more quickly and efficiently than words. Some even aim to build an emotional connection with the viewer. It’s a popular strategy for marketing products to children like cereals and toys.
• Brand Recognition: Some characters are so ingrained in popular culture that they become inseparable from the brand, like Ronald McDonald or the M&M Spokescandies. Customers will be able to identify your product or service without the brand ever being mentioned.
• Viral marketing potential: If your brand character is catchy and compelling, there’s a chance it could take off on social media. Take Kroger’s Krojis characters, which spawned several memes and parody videos shortly after their launch.

The original commercial (pictured above) used Flo Rida’s song “Low” to advertise their “Lower Than Low” campaign. Soon people were making their own versions, like this one.

However, using a brand character may not be the best choice for every business. Here are some disadvantages:

• May not be a good fit for your business model: For some products like fitness equipment, makeup, or any product that is aimed at altering the customer’s physical appearance, using a brand character is less effective. Customers will want to see a real person in advertising materials as proof that it works.
• Brand disconnect: While good brand characters can help customers recognize your brand, a bad one can have the opposite effect. The character may be recognizable, but customers have no idea what your company does. In the worst case scenario, the character could be inflammatory, or not age well like the recent rebranding of Aunt Jemima pancake products.
• Could be expensive: If you’re not creating the brand logo in-house, hiring an outside designer or agency can be cost prohibitive, especially if your business is just starting out.

Once you’ve decided having a brand character will be beneficial, you can get started on the fun part — creating your own.

Creating a Brand Character of Your Own

Henneke Duistermaat, writer and creator of Enchanting Marketing, found it easiest to reflect her true brand image, connect with her audience, and make her business memorable by hand-drawing her brand character, Henrietta. Henrietta is a cartoon character who embodies Enchanting Marketing better than any stock photo could.

Take a look at the infographic below, featuring Henneke’s “alter ego” Henrietta, to find inspiration to create drawings for your business that will captivate and engage your audience.

While you may not opt to draw your own character like Henneke, you can adopt some of her thought process when creating your own. Think about:

• What problem are you trying to solve?
• How does that problem make your customers feel?
• What solution do you offer?
• What attributes do you want the character to convey?
• Where will you use this character? On the physical product, website design, or customer service chat box?

Brand Character Examples

Brand characters are not a one-size-fits-all marketing tool. You can choose cartoon characters like Henneke, anthropomorphized animals or objects, or even fictional people. If you’re stumped on where to start, we’ve pulled a variety of brand characters to get your creativity flowing.

1. Flo from Progressive

Flo is a great example of how effective a fictional person can be as a brand character. She’s highly recognizable and always communicates the perks of using Progressive over other insurance companies. Flo has more than 68,000 followers on Twitter, demonstrating the character’s reach beyond traditional commercials.

2. GEICO’s Gecko

Not to be left out, fellow insurance company GEICO’s quirky gecko character also has a following of their own. Is he Australian or British? No one knows for sure, but we do know we can save on car insurance by switching to GEICO because this gecko brand character is incredibly good at what he does. To play up the character’s popularity, GEICO even facilitates Q&As with him via social media, getting the public to engage with the brand in a fun way.

3. Reddit’s Snoo

Reddit’s Snoo alien character can be found throughout its website and even has its own thread. The genderless and colorless alien has come to not only represent the company, but also its target audience: everyone. Reddit appeals to everyone and serves as a forum where users from any background can share news, their hobbies, other types of content, and host discussions on just about any topic. It’s the internet’s hub for “everyday people” (plus aliens of course), and Snoo reflects that.

4. Twitter’s Larry the Bird

 

 

It seems fitting that a site named Twitter would choose a bird for its brand character. Larry the Bird was named after basketball great Larry Bird, as co-founder Biz Stone is a Celtics fan. While small, this little blue bird is synonymous with Twitter without having to see the brand name spelled out.

It’s versatile and used on not only website branding, but seamlessly tucked into the corner of every individual’s tweet. It’s ubiquitous but not obtrusive.

Including a Brand Character in Your Marketing Plan

Including a brand character into your marketing materials should be based on both market research and your target audience’s needs. They are meant to enhance the user experience and simplify communication between the brand and its customers.

This article was originally published August 17, 2018 and has been updated for comprehensiveness.

In an ideal world, marketers would have limitless budgets to invest in experimental initiatives and new programs. After all, the customer acquisition and retention landscape are evolving faster than ever. The challenge, however, is that marketing budgets are often limited around what’s proven to work — which tends to look different from company to company.

That’s why it’s so important to have access to industry data. By knowing where we stand against our peers and competitors, we’re better positioned to uncover areas of opportunity. This is especially important considering that 48% of marketers expect their marketing budget to increase in 2022.

In this post, we’ll discuss data-backed areas that marketers are focusing their investments in 2022.

What Marketing Leaders Are Investing in This Year

Protecting consumer privacy.

Consumers are increasingly concerned about their digital privacy and protecting their information. Given this, Think With Google says that marketers will need to increase their investments in privacy solutions and respecting peoples data choices in 2022.

This means that consumers want to know how you’re using their data for marketing purposes, and they want to be able to review and manage the way their data is used and opt-out if they want to.

When you collect information from consumers for different marketing activities, they also want to know you’re collecting it. Recent data from Google found that consumers are happy to provide their data to companies they trust, so long as they know how you will use it.

Podcasts and other audio opportunities. 

As of April 2021, there are over  2,000,000 podcast shows and over 48 million episodes. 

The demand for audio content has exploded, and Brands recognize this opportunity. In 2022, roughly43% of B2C marketers plan to increase their investment in podcasts in 2022, and the data is virtually the same for B2B marketers. 

Marketers are also leveraging other opportunities that have risen brands to leverage, likeClubhouse and Twitter Spaces, which offer audio-only opportunities where users can participate in voice conversations with others. 

Other platforms are looking into and testing creating similar options within their apps, like Instagram Live Rooms (also incorporates video). TechCrunch reported that LinkedIn is testing a similar feature as well. 

Social Responsibility and Diversity Marketing 

Early 2020 brought businesses to a reckoning, as increased attention to social justice issues was at the forefront of conversations during the first few months of the year. In addition, COVID-19 highlighted employees’ struggles in the workplace, and consumers care about how brands they buy from treat their employees. 

Almost two years later, these issues have remained extreme topics of interest for consumers worldwide, and they care more than ever about the stances businesses take on public issues, demanding change and awareness from brands on diversity, equity, and inclusion. One of the ways they want to see this represented in business is diversity marketing and commitment to social responsibility. 

Given this, 82% of marketers reported that they planned to continue investing the same amount or increasing their investments in social responsibility for 2022. 

It’s an effective practice for marketers to commit to, especially considering that people are more likely to consider a product after seeing an ad they think is diverse or inclusive, and 64% take action after seeing an ad they believe to be diverse and inclusive.

However, in the same vein, it’s even more critical that businesses are genuine about the diversity measures they take. Consumers can see through the fluff, and Edelman found that59% of consumers think that companies need to follow up on their statements on diversity with concrete action, or they risk being seen as exploitative and opportunist. Read this post to see examples of businesses that have exemplified the practice of inclusive marketing.

Permanent Social Media Content

You’re likely familiar withInstagram Stories, which are pieces of content on the platform that disappear after 24 hours unless saved as a highlight. 

While this type of content is valuable, marketers in 2022 will also be leaning into permanent social media content —HubSpot Blog data showed that 85% of marketers plan on increasing their investments or investing the same amount. 

Permanent social media content remains on your different profiles for users to return to over and over again or to discover for the first time when they follow you. This can be in-feed posts, videos, or anything that remains and can be viewed days later after being published. 

Influencer Marketing 

Influencer marketing used to be a trend, but as 86% of marketers plan to continue investing the same amount or increasing their investments, it’s now a commonplace marketing tactic. Its popularity is due to the fact that partnering with influencers is a worthwhile investment — the ROI for influencer marketing is $5.78.

In addition, many influencers are experts of the ins and outs of how their platforms work and the industries they operate in, so they know what performs best on their preferred platforms and how to best interact with their audiences.

When collaborating with influencers, marketers also benefit from exposure to their audiences, helping generate brand awareness with followers and generate social proof.

Short-form Videos

HubSpot Blog survey data shows that 89% of marketers plan to continue investing the same amount or increasing their short-form video content investments. 

As a refresher, short-form video is considered to be any video that is up to 2 minutes and 30 seconds in length. Marketers are likely increasing their investment because of trend culture, where it’s easy for a video to go viral and get shared among audiences over and over again. 

For example, TikTok only houses short-form videos up to three minutes in length. Many businesses that use the platform leverage it to inform audiences about their products quickly so that users can get started right away. 

Investing in Marketing Technology

60% of marketers reported that, in 2020, they were set to increase their marketing technology spend. A2021 HubSpot Blog poll of over 1,000 global marketers found that 70% of marketers already use marketing technology in their roles, and 33% plan to start in 2022. 

Marketing technology, often referred to as martech, is a term used to describe the software and technology used to attract and retain customers. Many martech tools help marketersautomate repetitive marketing tasks to save time, like sending an email or scheduling social media posts. As of 2021, there are more than 8000+ martech solutions for marketers to choose from to meet their automation needs.

Join other market leaders in leveraging these trends.

Although not an exhaustive list, marketers are focusing on and investing in the trends mentioned above for 2022. Understand how each one will affect your business, and join other marketers in these investments.

“Business is personal — it’s the most personal thing in the world.”

These are famous words by Michael Scott from the TV show, The Office. And although this quote conflicts with the universal belief that business isn’t personal, Michael’s point of view is perfect when learning about a business’s fixed costs — or those costs that don’t change as a company grows or shrinks.

To identify and calculate your business’s fixed costs, let’s start by looking at the ones you’re already paying in your personal life. Then, we’ll explain how a business manages its own fixed costs and review some common fixed cost examples.

Fixed costs are distinguished from variable costs, which do change as the company sells more or less of its product.

To better understand how fixed and variable costs differ, let’s use personal finances as an example. As a single adult, your expenses would normally include a monthly rent or mortgage, utility bill, car payment, healthcare, commuting costs, and groceries. If you have children, this can increase variable costs like groceries, gas expenses, and healthcare.

While your variable costs increase after starting a family, your mortgage payment, utility bill, commuting costs, and car payment don’t change for as long as you’re in the same home and car. These expenses are your fixed costs because you pay the same amount no matter what changes you make to your personal routine.

In keeping with this concept, let’s say a startup ecommerce business pays for warehouse space to manage its inventory, and 10 customer service employees to manage order inquiries. It suddenly signs a customer for a recurring order that requires another five paid customer service reps. While the startup’s payroll expenses go up, the fixed cost of a warehouse stays the same.

To get the full picture of what costs are associated with running your business, it’s important to understand the total fixed cost and average fixed cost.

Total Fixed Cost

The total fixed cost is the sum of all fixed costs that are necessary for running your business during a given period of time (such as monthly or annually).

Average Fixed Cost

Keep in mind you have to keep track of your business’s fixed costs differently than you would your own. This is where the average fixed cost comes into play.

Average fixed costs are the total fixed costs paid by a company, divided by the number of units of product the company is currently making. This tells you your fixed cost per unit, giving you a sense of how much the business is guaranteed to pay each time it produces a unit of your product — before factoring in the variable costs to actually produce it.

Let’s revisit the ecommerce startup example from earlier. Assume this business pays $5,000 per month for the warehouse space needed to manage its inventory and leases two forklifts for $800 a month each. And last month, they developed 50 units of product.

The warehouse and forklift costs remain unchanged regardless of how many products they sell, giving them a total fixed cost (TFC) of $5,000 + ($800 x 2), or $6,600. By dividing its TFC by 50 — the number of units the business produced last month — the company can see its average fixed cost per unit of product. This would be $6,600 ÷ 50, or $132 per unit.

How to Calculate Fixed Cost

To calculate fixed cost, follow these steps:

1. Identify your building rent, website cost, and similar monthly bills.
2. Consider future repeat expenses you’ll incur from equipment depreciation.
3. Isolate all of these fixed costs to the business.
4. Add up each of these costs for a total fixed cost (TFC).
5. Identify the number of product units created in one month.
6. Divide your TFC by the number of units created per month for an average fixed cost (AFC).

Fixed Cost Examples

So far, we’ve identified a handful of fixed cost examples since considering the costs we already pay as individuals. A home mortgage is to a lease on warehouse space, as a car payment is to a lease on a forklift.

But there are a number of fixed costs your business might incur that you rarely pay in your personal life. In fact, some variable costs to individuals are fixed costs to businesses. Here’s a master list of fixed costs for any developing company to keep in mind:

• Lease on office space: If you rent office space to serve as headquarters or employee workspace, these costs tend to be relatively stable.
• Utility bills: The cost of utility bills in company offices may fluctuate as seasons change, but it is generally not affected by business operations.
• Website hosting costs: When you register your website domain, you pay a small monthly cost that remains static despite the business you perform on that website.
• Ecommerce hosting platforms: Ecommerce platforms integrate with your website so you can conduct transactions with customers. They typically charge a low fixed cost per month.
• Lease on warehouse space: Warehouses are paid for the same way you’d pay rent on your office space. The cost is relatively stable but you may run into storage and capacity limits that can impact cost.
• Manufacturing equipment: The equipment you need to produce your product is yours once you buy it, but it will depreciate over its useful lifetime. Depreciation can become a fixed cost if you know when you’ll have to replace your equipment each year.
• Lease on trucks for shipment: If your company sells physical products, transportation may be a regular cost. Truck leases work the same way as a car payment, and will not charge differently depending on how many shipments you make.
• Small business loans: If you’re financing a new business with a bank loan, your loan payments won’t change with your business’s performance. They are fixed for as long as you have a balance to pay on that loan.
• Property tax: Your office space’s building manager might charge you property tax, a fixed cost for as long as your business is on the property.
• Health insurance: Health insurance costs might be a variable cost to an individual if they add or remove dependents from their policy, but to a business, the recurring costs to an insurer are fixed.

Calculating your fixed costs isn’t always the most fun part of growing your business. But knowing what they are, and when you’ll pay each one, gives you the peace of mind you need to serve and delight your customers.

Since its debut in 2016, live streaming video has exploded in popularity. In fact, 82% of people would prefer a live video over reading a social post. It offers the opportunity to forge a more authentic and valuable connection with audiences.

It’s no secret that livestreaming has taken off in a major way. In fact, the total number of hours watched on major streaming platforms grew 99% from 2019 to 2020. Facebook users have eagerly been taking advantage of the popularity of live streaming. Now, one in every five videos on Facebook is live.

In this post, we’ll walk through:

• How to broadcast on Facebook Live via your mobile device
• How to go live on Facebook from a desktop
• How to analyze your live video’s performance
• Tips and tricks for getting the most out of the platform

Facebook Live is a feature of Facebook that lets users livestream directly to the social network platform. Viewers can react, share, and comment during the stream. A recording of the video is also published to the page or profile so it can be watched again later.

Why are marketers getting so excited about Facebook Live? Because it’s a fun and fairly simple way for them to use the power of video to communicate their brand stories and build authentic relationships with fans and followers — in real-time.

However, for such a simple concept, Facebook Live has a lot of little nuances that marketers will need to learn if they want to get the most out of the platform. This guide will help you learn the best tricks that can make a big difference in how many people see your live broadcast, how they engage with it, and how it performs.

Facebook Live started as a mobile-only broadcasting feature, but now, Facebook Pages can broadcast from either mobile devices or desktop computers. We’ll go over how to broadcast from mobile and desktop devices in the sections below.

How to Use Facebook Live

Facebook Live videos are public, so viewers can watch on any device where they have access to Facebook but don’t need an account. Users can go live on Facebook from a profile, a Page, a group, or an event. Starting a livestream from the app versus a web browser will be a little different, check out the instructions for each below.

How to Go Live on Facebook From the Facebook App

Step 1: Go to the profile, Page, group, or event where you want to go live.

Step 2: Click What’s on your mind? if you’re on a profile and Create a post if you’re on a page. This should open the post options.

Step 3: Click Live video in the post options.

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Step 4: Tap where it says Tap to add a description to add information about the video.

Step 5: Use the buttons on the bottom to configure the settings and any features or tools you want to use during the stream.

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Step 6: Tap Start Live Video when you are ready.

How to Go Live on Facebook From a Web Browser

Step 1: On your Facebook homepage, you should see a Live or Live Video option. If you are on a profile, it will be under What’s on your mind? If you are on anything else, it will be under Create Post. The icon will look like one of these below.

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Step 2: Choose to simply Go live or to Create live video event.

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Step 3: Then, choose details for your video. These include a start time, a title and description, who to invite as a co-host, and various audio and video controls.

Step 4: Click Go Live in the bottom left corner when you are ready.

Facebook Live Tools

Facebook offers a lot of features for you to further connect with your audience during your broadcast. Utilizing these tools will help boost engagement and create the best possible experience for your viewers. You can mix and match them to serve your stream in the best way for your business.

• Live Polls: You can create a live poll beforehand to share when you go live. Then, you can see your audience’s responses in real-time during the stream.
• Featured Links: Adding one or multiple featured links to the stream to promote your website or other sources.
• Live in Stories: These allow you to share your streams directly to Facebook Stories to reach more of your audience.
• Live Comment Moderation: Manage the conversation that happens in the comments of your livestream. You can limit who is allowed to comment and how frequently with this feature. And, you can even choose a specific viewer to also moderate comments on your behalf.
• Front Row: This feature allows you to highlight your top fans in a special section of your stream. You can give them a special shoutout to show appreciation for them while you’re live.
• Badges: These are a measure of how much your fans are engaging with your content. Fans can earn badges by interacting with your content, whether it’s sending “Stars” or tuning in to your Facebook Live videos.
• Donations: Qualified pages in certain locations can add a “Donate” button to their live video. Nonprofits using Facebook’s payment platform don’t have to pay a fee, so they get 100% of the donations.
• Live With: This is a co-broadcasting feature that allows you to host your Facebook Live video with multiple guests.
• Live Shopping: If you have products for sale on Facebook, this feature allows you to add product listings to feature during your livestream.

For more help with going live on Facebook, check out this video! And don’t forget that a recording of the livestream is also published to the platform where you went live. Having that content is great because you can download and repurpose it for further use.

How to Analyze Your Live Video’s Performance

How to Access Video Analytics on a Facebook Business Page

Step 1: To get started analyzing your Facebook Live broadcasts, head to the Insights tab in the left-hand column of your brand’s Facebook page:

Step 2: Select the Videos section of your analytics.

Step 3: From there, scroll down to the Top Videos section and choose a video from that menu to look into. (Note: We didn’t have any videos posted to the page we used in this example. If you do have videos, you’ll see them appear here.)

Now, let’s dive into the nitty-gritty.

The performance analytics available for Facebook Live videos are similar to those of normal videos on Facebook, with some neat additions.

• For Pre-recorded videos: Facebook lets you analyze minutes viewed, unique viewers, video views, 10-second views, average % completion, and a breakdown of reactions, comments, and shares.
• For Facebook Live videos: Facebook lets you analyze all the metrics listed above, plus peak live viewers, total views, average watch time, people reached, and the demographics of who watched your video.

In addition to all of these static numbers, you can click into each metric to see how it changed over time when the video was live. For example, if we click into Peak Live Viewers, we’ll see this interactive graph of video viewers over time:

You can even see who your typical viewer was during your broadcast, based on their Facebook profile information:

Now that you’ve got the steps down, let’s get into some tips and tricks.

The last thing you’d want is to start a live video and then be lost. It’s live, so there are no do-overs or chances to start over. So, prepare yourself or your host as much as possible. Outline what the video will entail and follow the rest of the tips below. Also, check out these great examples of Facebook Live videos from various companies.

There are a lot of little things you can do to squeeze the most out of your Facebook Live videos.

1. Brush up on Facebook Live best practices.

Marketers have so much opportunity to reach a wider audience on Facebook Live, so it’s worth committing to learning how to run a Live effectively.

In our detailed Marketer’s Guide to Facebook Live, we cover essential best practices on how to plan, run, and analyze the results of a business-run Facebook Live. Download the ebook to brush up on these best practices.

2. Test out live video using the “Only me” privacy setting.

If you want to play around with live broadcasting without actually sharing it with anyone else, you can change the privacy setting so you’re the only one who can see it — just like with any other Facebook post.

To switch to Only me, look for the privacy settings. Then, you should see the options and be able to select Only me from this list below.

3. Space out live videos with other Facebook posts.

The art of the organic reach on Facebook has changed over time, but you can still take advantage of it. A big way to accomplish this is to maintain a mixture of regular Facebook posts and Facebook Live videos. The live videos are the major pull, as they tend to garner more engagement. So, spacing them out will maximize the organic reach of all of your posts.

4. Keep reintroducing yourself.

When you first start the video, take a minute to introduce yourself and what the video’s about. But keep in mind that when you first start live streaming, you may have zero people watching. Even a few seconds in, you could only have a handful of viewers. As people find your video on their News Feeds, they’ll join in — but that means you’ll want to reintroduce yourself a second, third, and even a fourth time to catch people up.

5. Make the video visually engaging.

You have to be visually engaging — not just at the very beginning of your broadcast (although that’ll be important for when folks view the video later), but throughout the video as more and more people join in.

The more visually engaging you can be, the more you can entice people to stick around. That means keeping the camera moving and not just sitting in one place.

Not only will you get more viewers this way, but you’ll also get your broadcast ranked higher in other people’s News Feeds. Facebook started monitoring signals of video engagement — like turning on the audio, switching to full-screen mode, or enabling high definition — interpreting that as users enjoying the video. As a result, they’ve tweaked the algorithm so videos that people engage with in these ways will appear higher up on the feed.

6. Make it spontaneous.

What makes a live video special? The spontaneous, interactive nature of it. People love the ability to interact, and they love the novelty of viewing someone in a live moment when anything could happen. In many ways, it’s the new reality TV.

These moments are what make live video special, and they’re exactly what differentiates it from scripted, edited, or otherwise pre-recorded videos. Embrace the platform. Banter is always, always good.

7. Don’t worry about mistakes or stutters.

Spontaneity works — even if your Facebook Live doesn’t go according to plan.

Let’s face it, we’re all human. And when humans and technology mix, there can sometimes be technical difficulties.

If you’re recording a live video, things might go wrong — your equipment could malfunction, you could lose your train of thought, or you could get photobombed by a random passerby. You can’t call “cut” if things happen — you have to roll with them and keep filming and talking.

The good news? These things help keep your broadcast human and real. If you wobble your phone while filming, laugh and call it out. If you forget what you were saying, make a joke. The key is to keep the broadcast like a fun conversation, so if mistakes happen, keep it light and keep the lines of communication open with your viewers.

For example, if you make a mistake during your Facebook Live, ask viewers to write in the comments if they’ve made the same mistake, too.

8. Encourage viewers to Like and share the video.

One of the primary ways Facebook’s algorithm ranks a post is by how many people Like and share it. The more people who Like and share your live broadcast, the more it’ll show up in people’s News Feeds.

But when people are watching a video, they may be more distracted from Liking and sharing it than they would a text or photo post. (That’s something the folks at Facebook noticed about video content early on, which is why they began monitoring other video engagement signals as well, like turning on the volume.)

9. Engage with commenters, and mention them by name.

The number of comments on your broadcast is another way to get Facebook to give it a higher relevancy score, making it more likely to show up on people’s News Feeds. So encourage your viewers to comment, and engage with people who are commenting by answering their questions and calling them out by name. Not only will it get more people to comment, but it’s also a fun way to include your viewers in the live experience, which could make them stick around longer.

Plus, your audience will be thrilled to hear you mention their name and answer their questions when you are live.

10. Have someone else watching and responding to comments from a desktop computer.

When you’re the one holding the camera for a Facebook Live video, it’s really hard to see the comments popping up on the mobile screen. If the comments are coming in fast, it’s especially easy to lose sight of them as they disappear below the fold. Plus, you’re probably occupied by recording and entertaining viewers.

Because of this, it’s always a good idea to have an additional person logged into the primary account to monitor the comments on a desktop computer. That way, they can take care of responding so the person recording the video can concentrate on creating a great experience.

11. Subtitle your broadcast in the comments section.

Your viewers may be tuning in and out to watch your video during the work day, or they might simply be watching your video without sound. Either way, periodically subtitling the video in the comments section is a great way to keep people engaged. This also allows people who are tuning in late to catch up on what’s going on.

12. Ask viewers to subscribe to Facebook Live notifications.

In addition to asking for Likes, shares, and comments, ask viewers to subscribe to live notifications. To do that, all viewers have to do is click the small, downward-facing arrow in the top right-hand corner of the live video post, and choose “Turn On Notifications.”

You can also ask them to Like your brand on Facebook, which will make it more likely that they’ll be notified of your next live broadcast.

13. Broadcast for at least 10 minutes.

As soon as you begin recording your live video, you’ll start slowly but surely showing up in people’s News Feeds. The longer you broadcast — especially as Likes, comments, and shares start coming in — the more likely people are to discover your video and share it with their friends.

Because timing is such an important factor for engagement in these live videos, we recommend that you go live for at least 10 minutes, although you can stay live for up to 90 minutes for a given video.

14. Say goodbye before ending your video.

Before you end your live broadcast, be sure to finish with a closing line, like “Thanks for watching” or “I’ll be going live again soon.”

15. Add a link to the description later.

Once you’ve finished the live broadcast, you can always go back and edit the description, change the privacy settings, or delete the video, just like you would any other post.

You can add a trackable link to the description in the post, which can direct future viewers to your live video series page, the site of whatever campaign you’re using the video to promote, or somewhere else.

We hope this has been a helpful guide. We’ll keep you posted with any new developments and tips for connecting with your audience in more cool ways.

Use Facebook Live to Its Full Potential

Social media may have been invented for fun, but it’s grown into an essential business tool. Facebook as a social network is especially valuable for the ways it lets you connect to an audience, and Facebook Live is a great extension of that. Use it to the benefit of your business as a way to promote your product, build brand awareness, or grow your audience.

Editor’s note: This post was originally published in May 2020 and has been updated for comprehensiveness.

The pivot table is one of Microsoft Excel’s most powerful — and intimidating — functions. Powerful because it can help you summarize and make sense of large data sets. Intimidating because you’re not exactly an Excel expert, and pivot tables have always had a reputation for being complicated.

The good news: Learning how to create a pivot table in Excel is much easier than you might’ve been led to believe.

But before we walk you through the process of creating one, let’s take a step back and make sure you understand exactly what a pivot table is, and why you might need to use one.

In other words, pivot tables extract meaning from that seemingly endless jumble of numbers on your screen. And more specifically, it lets you group your data in different ways so you can draw helpful conclusions more easily.

The “pivot” part of a pivot table stems from the fact that you can rotate (or pivot) the data in the table to view it from a different perspective. To be clear, you’re not adding to, subtracting from, or otherwise changing your data when you make a pivot. Instead, you’re simply reorganizing the data so you can reveal useful information from it.

What are pivot tables used for?

If you’re still feeling a bit confused about what pivot tables actually do, don’t worry. This is one of those technologies that are much easier to understand once you’ve seen it in action.

The purpose of pivot tables is to offer user-friendly ways to quickly summarize large amounts of data. They can be used to better understand, display, and analyze numerical data in detail — and can help identify and answer unanticipated questions surrounding it.

Here are seven hypothetical scenarios where a pivot table could be a solution:

1. Comparing sales totals of different products.

Say you have a worksheet that contains monthly sales data for three different products — product 1, product 2, and product 3 — and you want to figure out which of the three has been bringing in the most bucks. You could, of course, look through the worksheet and manually add the corresponding sales figure to a running total every time product 1 appears. You could then do the same for product 2, and product 3 until you have totals for all of them. Piece of cake, right?

Now, imagine your monthly sales worksheet has thousands and thousands of rows. Manually sorting through them all could take a lifetime. Using a pivot table, you can automatically aggregate all of the sales figures for product 1, product 2, and product 3 — and calculate their respective sums — in less than a minute.

2. Showing product sales as percentages of total sales.

Pivot tables naturally show the totals of each row or column when you create them. But that’s not the only figure you can automatically produce.

Let’s say you entered quarterly sales numbers for three separate products into an Excel sheet and turned this data into a pivot table. The table would automatically give you three totals at the bottom of each column — having added up each product’s quarterly sales. But what if you wanted to find the percentage these product sales contributed to all company sales, rather than just those products’ sales totals?

With a pivot table, you can configure each column to give you the column’s percentage of all three column totals, instead of just the column total. If three product sales totaled $200,000 in sales, for example, and the first product made $45,000, you can edit a pivot table to instead say this product contributed 22.5% of all company sales.

To show product sales as percentages of total sales in a pivot table, simply right-click the cell carrying a sales total and select Show Values As > % of Grand Total.

3. Combining duplicate data.

In this scenario, you’ve just completed a blog redesign and had to update a bunch of URLs. Unfortunately, your blog reporting software didn’t handle it very well and ended up splitting the “view” metrics for single posts between two different URLs. So in your spreadsheet, you have two separate instances of each individual blog post. To get accurate data, you need to combine the view totals for each of these duplicates.

That’s where the pivot table comes into play. Instead of having to manually search for and combine all the metrics from the duplicates, you can summarize your data (via pivot table) by blog post title, and voilà: the view metrics from those duplicate posts will be aggregated automatically.

4. Getting an employee headcount for separate departments.

Pivot tables are helpful for automatically calculating things that you can’t easily find in a basic Excel table. One of those things is counting rows that all have something in common.

If you have a list of employees in an Excel sheet, for instance, and next to the employees’ names are the respective departments they belong to, you can create a pivot table from this data that shows you each department name and the number of employees that belong to those departments. The pivot table effectively eliminates your task of sorting the Excel sheet by department name and counting each row manually.

5. Adding default values to empty cells.

Not every dataset you enter into Excel will populate every cell. If you’re waiting for new data to come in before entering it into Excel, you might have lots of empty cells that look confusing or need further explanation when showing this data to your manager. That’s where pivot tables come in.

You can easily customize a pivot table to fill empty cells with a default value, such as $0, or TBD (for “to be determined”). For large tables of data, being able to tag these cells quickly is a useful feature when many people are reviewing the same sheet.

To automatically format the empty cells of your pivot table, right-click your table and click PivotTable Options. In the window that appears, check the box labeled Empty Cells As and enter what you’d like displayed when a cell has no other value.

How to Create a Pivot Table

1. Enter your data into a range of rows and columns.
2. Sort your data by a specific attribute.
3. Highlight your cells to create your pivot table.
4. Drag and drop a field into the “Row Labels” area.
5. Drag and drop a field into the “Values” area.
6. Fine-tune your calculations.

Now that you have a better sense of what pivot tables can be used for, let’s get into the nitty-gritty of how to actually create one.

Step 1. Enter your data into a range of rows and columns.

Every pivot table in Excel starts with a basic Excel table, where all your data is housed. To create this table, simply enter your values into a specific set of rows and columns. Use the topmost row or the topmost column to categorize your values by what they represent.

For example, to create an Excel table of blog post performance data, you might have a column listing each “Top Pages,” a column listing each URL’s “Clicks,” a column listing each post’s “Impressions,” and so on. (We’ll be using that example in the steps that follow.)

Step 2. Sort your data by a specific attribute.

When you have all the data you want entered into your Excel sheet, you’ll want to sort this data in some way so it’s easier to manage once you turn it into a pivot table.

To sort your data, click the Data tab in the top navigation bar and select the Sort icon underneath it. In the window that appears, you can opt to sort your data by any column you want and in any order.

For example, to sort your Excel sheet by “Views to Date,” select this column title under Column and then select whether you want to order your posts from smallest to largest, or from largest to smallest.

Select OK on the bottom-right of the Sort window, and you’ll successfully reorder each row of your Excel sheet by the number of views each blog post has received.

Step 3. Highlight your cells to create your pivot table.

Once you’ve entered data into your Excel worksheet, and sorted it to your liking, highlight the cells you’d like to summarize in a pivot table. Click Insert along the top navigation, and select the PivotTable icon. You can also click anywhere in your worksheet, select “PivotTable,” and manually enter the range of cells you’d like included in the PivotTable.

This will open an option box where, in addition to setting your cell range, you can select whether or not to launch this pivot table in a new worksheet or keep it in the existing worksheet. If you open a new sheet, you can navigate to and away from it at the bottom of your Excel workbook. Once you’ve chosen, click OK.

Alternatively, you can highlight your cells, select Recommended PivotTables to the right of the PivotTable icon, and open a pivot table with pre-set suggestions for how to organize each row and column.

Note: If you’re using an earlier version of Excel, “PivotTables” may be under Tables or Data along the top navigation, rather than “Insert.” In Google Sheets, you can create pivot tables from the Data dropdown along the top navigation.

Step 4. Drag and drop a field into the “Row Labels” area.

After you’ve completed Step 3, Excel will create a blank pivot table for you. Your next step is to drag and drop a field — labeled according to the names of the columns in your spreadsheet — into the Row Labels area. This will determine what unique identifier — blog post title, product name, and so on — the pivot table will organize your data by.

For example, let’s say you want to organize a bunch of blogging data by post title. To do that, you’d simply click and drag the “Top pages” field to the “Row Labels” area.

Note: Your pivot table may look different depending on which version of Excel you’re working with. However, the general principles remain the same.

Step 5. Drag and drop a field into the “Values” area.

Once you’ve established what you’re going to organize your data by, your next step is to add in some values by dragging a field into the Values area.

Sticking with the blogging data example, let’s say you want to summarize blog post views by title. To do this, you’d simply drag the “Views” field into the Values area.

Step 6. Fine-tune your calculations.

The sum of a particular value will be calculated by default, but you can easily change this to something like average, maximum, or minimum depending on what you want to calculate.

On a Mac, you can do this by clicking on the small i next to a value in the “Values” area, selecting the option you want, and clicking “OK.” Once you’ve made your selection, your pivot table will be updated accordingly.

If you’re using a PC, you’ll need to click on the small upside-down triangle next to your value and select Value Field Settings to access the menu.

When you’ve categorized your data to your liking, save your work and use it as you please.

Digging Deeper With Pivot Tables

You’ve now learned the basics of pivot table creation in Excel. With this understanding, you can figure out what you need from your pivot table and find the solutions you’re looking for.

For example, you may notice that the data in your pivot table isn’t sorted the way you’d like. If this is the case, Excel’s Sort function can help you out. Alternatively, you may need to incorporate data from another source into your reporting, in which case the VLOOKUP function could come in handy.

Editor’s note: This post was originally published in December 2018 and has been updated for comprehensiveness.