Julie Roehm’s Social Media Strategy Recovered and Reinvented Her Personal Brand

I Want a Second Chance

Advertising Age published the following article on January 12th:  Julie Roehm Resurfaces in Senior Marketing Post at SAP.

I started following Julie Roehm‘s marketing career when Fortune Magazine profiled her in its August 2005 article: Yahoo’s Brilliant Solution.  As Chrysler’s Director of Marketing Communications (at that time), she clearly understood online advertising’s emerging impact as a necessary and vital part of a brand’s multi-channel marketing strategy:

(Direct Quote from the Fortune Article): “Here’s the scary part: Roehm rarely misses a chance to talk about how delighted she is with online advertising. Last year she spent 10% of the budget online; this year she is allotting closer to 18%; next year, she says, she will allocate more than 20%. Do the math: In 2006 roughly $400 million of Chrysler’s money that used to go into TV, newspaper, and magazine ads will be spent on the Internet. Says Roehm: ‘I hate to sound like such a marketing geek, but we like to fish where the fish are.'”

A 34 Year-Old Marketing Executive Publicly Declares a $400 Million Bet on Digital Marketing ROI. Wow!  Here’s a gutsy, young, rising, marketing executive superstar who’s publicly stating her $360 million and $400 million bets to achieve digital marketing ROI in the next two years!  Not only did this quantitatively trained University of Chicago MBA convince a highly conservative executive management team to think and invest differently but she also commanded their $2 billion global marketing budget.   

And, Ms. Roehm achieved this with an uprecedented style and flair.   

Fast Forward to After a Highly Publicized Departure at Walmart in December 2006. After numerous high profile promotions and industry accolades, Ms. Roehm abruptly found herself at a personal and professional crossroads. Starting in 2007, her short tenure as a Senior VP of Marketing at Walmart was her last full-time, executive marketing position for the next five years.  

While looking for her next opportunity, Ms. Roehm started her own marketing consulting practice. And, to say she encountered daunting challenges and setbacks during this time is an understatement. A July 2009 Fast Company article, Behind the Rebranding Campaign of Wal-Mart’s Scarlet Woman, and a Fortune Magazine “Where Are They Now” segment discuss her obstacles in regaining a full-time executive position during that five-year period.  

She wanted back in the C-suite.  But, as articulated by Fast Company, Corporate America wasn’t willing to take on “damaged goods.”


How Did Julie Roehm Recover and Reinvent Her Personal Brand?
 

The Governing Question.  And, here’s how I will attempt to answer it:  

  • Examine how Ms. Roehm leveraged social media technologies to reinvent her personal brand
  • Offer my opinion on her multi-channel social media strategy and individual channel tactics
  • Conclude why I think her move to SAP fits from a social media perspective

What This Post WILL NOT Attempt.  A lot of content exists online about Ms. Roehm’s departure from Walmart.  I couldn’t avoid it while conducting the research for this post.  

Therefore,

  • I will not rehash any of that online content and provide my personal opinions on it
  • I will not pass any personal judgment on Ms. Roehm in relation to that online content

If you’re looking for a sensationalistic piece, please click to a different website / blog. Because, you’re wasting valuable time by staying here.

If you’re interested in answering the previously stated governing question, I hope you’ll please stick with me for just a little while longer …

1. Roehm Crafted a Personal Social Media Strategy First

It’s About Focus.  Here’s a great article illustrating this point from one of my favorite social media authorities, Lee Oden of The TopRank Online Marketing Blog.  He cites Ms. Roehm as one of “the 40 friends, colleagues, and others,” he consulted for advice on this topic.  Here’s her direct quote from Lee’s post:

Julie Roehm Social Media Strategy Quote

A Home Base Personally Branding Julie Roehm.  juliearoehm.com is her personal website where she controls every positioning aspect of her personal brand:

  • Brand Persona Attributes: C-Suite Executive, Marketing Expert, Smart, a Likable Personality
  • Targeted Buyer Persona: C-Suite Executives in Marketing, Branding, and Public Relations
  • Target Industry Expertise: Retail, Financial Services, Automotive, New Media

 

Julie Roehm-Website 1

Online Assets Focusing on a Cohesive Brand Message.  And, she showcases these personal brand attributes by delivering and linking a cohesive and consistent marketing message among each of these online, personal branding assets:  

  • Her Personal Blog: “I’m an authority who publishes insights on marketing strategy.”
  • Videos (especially from Fox Business News): “A major news network has me regularly comment because I’m a marketing strategy authority.”
  • The Julie Roehm Twitter Feed: “I read, study, and share interesting content on marketing strategy.”
  • LinkedIn Profile: “I’ve held several marketing strategy authority positions or consulted for large organizations as a marketing strategy authority.”

Julie Roehm-Website 2

A Multi-Channel Hub and Spoke Model with Both Long-Form and Short-Form Context.  The multiple channel strategy executed here is worth highlighting in this age of real-time streams via Facebook, Twitter, LinkedIn, and Google+:

1. The Marketing Pull.  Her website, blog, and videos contain the long-form context demonstrating her expertise to the target audience.  These online properties give her the runway to provide more details and examples of why she’s a bonafide marketing authority in her target industries.

2. The Marketing Push.  Her LinkedIn, Facebook, and Twitter contain the short-form context to share content she’s provided on her “pull assets” (i.e., a recently published blog post or tweeting an article link relevant to a specific industry or area of marketing expertise).

Julie Roehm Twitter Page

 

2. Roehm Leveraged Online Video to Her Advantage 

The Julie Roehm Personal Branding Killer App.  Ms. Roehm leverages online video brilliantly.   These videos demonstrate her personal strengths as well as different views of her personality:

  • Articulate and Smart
  • Subject Matter Expert
  • Thinks Quickly on Her Feet 
  • Confidence: e.g, she knows this stuff cold
  • Humor: e.g., she pokes fun at herself and doesn’t take herself too seriously

Plus, notice how each video positions her as one of the following:

  • Julie Roehm, Consumer Analyst and Marketing Expert
  • Julie Roehm, Marketing Strategy Consultant
  • Julie Roehm, Marketing Expert


* Example: Leveraging Online Media in Branding Strategy

CATFOA 2011 – Julie Roehm 2.28.11 from Ech03 on Vimeo.

Additional examples from Fox Business News highlighting Ms. Roehm’s diverse expertise in multiple industries, public relations, and branding strategy.

Note: I provided the Fox Business News videos this way because (1) Fox doesn’t allow the use of video embedding in external sites and (2) The URL in one of the videos produces funky-looking “duplicates” on my published blog post.  Sorry for the inconvenience.


3. Roehm and Her SAP Senior 
Marketing Executive Colleagues Share a Common Ground: Think Like a Publisher 

Both Her New Boss and a Senior Marketing Executive Colleague Self-Publish a Blog and Use Twitter.  Ms. Roehm, her new boss, and one of her senior marketing executive colleagues agree on an important aspect of a global brand’s marketing strategy: self-publishers win in social media.

How can I make that type of a statement?  Her SAP senior marketing executive colleagues also actively self-publish online content:

And, during the interviewing process, I’m sure Ms. Roehm showed this online content portfolio to her SAP colleagues to make the case for her knowledge, expertise, and creativity in executing a successful social media strategy.

Thinking Like a Publisher Means Creating “Show-Me” Content.  Ms. Roehm started actively blogging in March 2009 and opened her Twitter account in May 2007. That’s given her significant time to create, publish and build a sizable online content portfolio.  To her credit, she aggressively self-published content for the past five years to position herself for senior marketing executive positions.


Conclusion

In the July 2009 Fast Company article cited earlier, Ms. Roehm made the following observation:

“She now ranks cultural fit — geographic and corporate — at the top of her list, adding that her ‘aggressive-aggressive’ personality, as she describes it, doesn’t jibe with the ‘passive-aggressive’ politeness of the South. ‘I wanted to be able to show that I can adapt anywhere, I can do anything. The thing I learned about myself is that I’m not a full-on chameleon, and there’s nothing wrong with that.”

I have no knowledge of SAP’s corporate culture.  But, I do know these three (3) things after analyzing her personal social media strategy:

1. Julie Roehm maximized her online personal branding opportunities.  

2. She strategically self-published content that’s tactically distributed via multiple social media channels.

3. Her content delivered and reinforced a consistent brand message highlighting her marketing strategy capabilities and expertise.

Did her online activities alone win her this new professional opportunity?  Of course not.  

But, her online content strategy significantly contributed to winning her new senior executive postion at SAP.  I look forward to tracking Ms. Roehm’s progress because she’s always been someone to watch.

And, I wish her good luck.

 

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Tony Faustino is a marketing and corporate strategist.  He writes about how The Internet reinvents marketing strategy for organizations and individuals in his marketing strategy blog, Social Media ReInvention.  Follow his tweets @tonyfaustino or circle him on Google+.   

 

Photo Credt by Alyssa L. Miller via flickr

5 Competitive Advantages in Studying Real-Time Marketing & PR by David Meerman Scott

Real Time Marketing & PR book cover Members of the Social Media ReInvention Blog Community understand I'm an enthusiastic student and fan of David Meerman Scott.  In numerous posts, I've referenced David and his latest book, Real Time Marketing & PR.  

Bottom Line:  I studied Real Time Marketing & PR from cover-to-cover.  And, I highly recommend purchasing it as a key resource in your digital marketing library.

 

1. The New Competitive Advantage is Speed & Agility

Leverage and Respond to Real-Time News Events.  Companies and individuals who leverage current news events to instantaneously communicate with customers (as these events unfold) hold a distinct competitive advantage over larger, bigger budget rivals.  These larger rivals value size and scale (not speed).  And, that distinction provides significant opportunity for competitive differentiation.

Real-Time Responsiveness Differentiates Important Service Capabilities.  Applications of real-time competitive differentiation include:

  • Using direct and swift communications in customer service 
  • Preparing for and moving quickly in crisis communications (aka disaster recovery situations)
  • Developing and testing new products / service offerings
  • Creating an organizational culture valuing speed and open communications 

The Link to Important Business Objectives.  All of the aforementioned capabilities achieve one or several of the following business objectives:

  • Driving sales revenues
  • Saving money (i.e., lower customer acquistion costs)
  • Acquiring new customers (e.g., enabiling additional lead generation)
  • Strengthening existing customer relationships

2. A Mindset of Real-Time Competitiveness 

The Real-Time Mindset Means Thinking Differently.  Here's my graphical interpretation of David's description of the real-time mindset (page 34):

Real Time Mindset 


Blink and You've Lost the Advantage.  
Gaining (or losing) the competitive advantage depends on WHEN you react/respond to breaking news events.  Pages 29 thru 31 explain why ultra-fast, first movers win in real-time deployment: 

  • The Real-Time Marketing & PR Power Law
  • The Real-Time Law of Law of Normal Distribution

3. Select Your Real-Time Platforms Carefully 

Real-Time Differentiation and Capability Isn't Always Obvious – Just Ask Twitter Co-Founder Evan Williams.  I conducted a back-of-the-envelope analysis of the real-time tools most often cited in Real-Time Marketing & PR.  Hands-down, the real-time winner is Twitter. 

But, Twitter's differentiating niche wasn't always obvious from its beginnings in July 2006.   From FastCompany.com in November 2010, I Want My Twitter TV! (by Ellen McGirt), Evan Williams says on page 3:


"We didn't know what we were at first.  I think it's pretty clear now that Twitter is
a real-time information network (e.g., any previous confusion about Twitter being a social network or Facebook is now over)."

Throughout his book, David provides several examples describing how Twitter,  TweetDeck and HootSuite are used for important real-time functions:

  • Monitoring conversations
  • Responding directly to current customers or new, potential customers
  • Directing Twitter audience members to long form channels (i.e., the company blog or YouTube) for more details

The New Media Life Cycle Helps in Evaluating the Right Real-Time Platforms (and Avoiding the Wrong Ones).  Pages 131 to 135 highlight input and data from Andrew Davis, Chief Strategy Officer at Tippingpoint Labs.  Davis explains the New Media Life Cycle as the adoption of any platform (blogging, microblogging, photo sharing, or live video streaming) or content distribution channel (YouTube.com, Slideshare.com, Flickr.com, or Twitter.com). 

The New Media Life Cycle openly tracks and analyzes an online platform's current life cycle phase in seven (7) distinct phases:

  1. Experiment
  2. Adopt
  3. Gestate
  4. Escalate
  5. Monetize
  6. Consolidate
  7. Maintain

Early Adopters / First Movers Win.  Early adopters understand The New Media Life Cycle, and exploit it to their competitive advantage.  They know participating early in an emerging social network matters.  Page 134 expains the secret to becoming well known on a social media network is to participate in one that's growing quickly, but is still in the early stage.  A perfect example is the fast-growing Empire Avenue – The Social Media Exchange.

Remember Second Life? They're not a Real-Time Player (but Twitter is).  Tippingpoint Labs and Google Insights provide data driven examples showing why Second Life is already past its prime (page 134).  But, Twitter continues growing and is an outstanding real-time platform (page 135).

4. Managing Crisis Communications Means Real-Time Speed  

The Money Insights of Real-Time Marketing & PR.  The insights shared on crisis communications and disaster recovery are worth the purchase price alone.  Why?  The situations described in the book can happen to all of us.  No one is immune in a digital age.

In my opinion, these sections require careful study:

  • Chapter 7: Crisis Communications and the Media (pages 71-81)
  • Chapter 8: What are People Saying About You This Instant? (pages 92-94)
  • Chapter 10: Real-Time Customer Connection (pages 124-126)

Build Your Media and Journalist Contacts NOW.  David explains how too few organizations (particularly the larger ones) fail to build media and journalist relationships before they need them (i.e., contacts with analysts, editors, and reporters). 

Credibility and Trust with Media Contacts Requires Time.  A communications crisis requires speed and focus (so you have little to no time).  In addition, you compound risk by introducing yourself to your media contacts for the first time. 

Five Ways to Build Media and Journalist Relationships.  Build your media and journalist relationships before you need them.  David provides the following suggestions:

  1. Follow the Publications and Its Journalists
  2. Comment on Their Stories and Blog Posts
  3. Introduce Yourself Via Email
  4. Follow Journalists on Twitter and Engage Them in Conversation
  5. Earn Their Respect by Providing Valuable Content and Information (e.g. No Spam)

When Disaster Strikes, Refer to the Real-Time Communications Checklist.  David provides a 9-Point Crisis Communications Checklist.  All of his suggestions should be implemented before the crisis hits:

  • Assigning a crisis communications team
  • Gathering and storing key contact information inside and outside your organization
  • Delegating who's the organization's lead communicator
  • Responding through multiple real-time, online channels (i.e., company blog, Twitter, Facebook, etc.)

IMPORTANT:  Respond in the same online medium spawning the crisis.  If the event happened in YouTube, respond with your own YouTube video.

5. Real-Time Organizations Have Communication Guidelines

Developing Real-Time Communications Guidelines and Roles in Your Organization.  Pages 171 -172 provide an 8-Step Checklist for creating and implementing guidelines.  In addition on pages 175 – 176, David introduces his take on a new senior executive position: Chief Real Time Communications Officer.  On page 176, he explains the job description in a 14-point bulleted list.

IBM, The U.S. Air Force, and Telstra Succeed as Real-Time Communicators.  Pages 161 – 173 describe how each organization uses real-time communications, empowers their employees, and publicly shares their guidelines.  IBM's guidelines are shared on pages 162 – 170.

Here are hyperlinks and titles of the communications guidelines for these organizations:

Telstra even created YouTube Videos introducing their 3R's of Social Media Engagement to their employees: Representation, Responsibility, and Respect:


 

 

 


BONUS SECTION.
  H
ere are additional resources for social media guidelines:

* Social Media Governance's database to 100+ publicly published real-time / social media guidelines

* Econsultancy Blog: 16 Social Media Guidelines Used by Real Companies


Conclusion

Fortune 500 Executives Please Read This Book.  Real-Time Marketing & PR is essential and required reading for C-Level executives, communications, marketing, and public relations professionals.  As stated earlier, the disaster recovery and crisis communications advice shared makes it a worthwhile investment (especially if you hold that responsibility for a Fortune 500 organization).

Leaders of Small or Medium-Sized Can Outflank the Fortune 500.  David describes how small and medium-sized businesses are practicing real-time communications and ringing their respective cash registers.  Their commitment to real-time marketing and PR is how they're outflanking their larger Fortune 500 competitors.

Have You Read This Important Book?  If you haven't, you're at a key disadvantage relative to competitors.  If you have, I'd love to read your comments.  Please let me know what you learned (especially the points I failed to capture in this review — there are so many)! 

 

Tony Faustino is a marketing and corporate strategist.  He writes about how The Internet reinvents marketing strategy for organizations and individuals in his marketing strategy blog, Social Media ReInvention.  Follow his tweets @tonyfaustino or circle him on Google+.   

  

Real Time Mindset: Photo Credit 1 by dirk schaefer via Flickr

Speed: Photo Credit 2 by Randy Le'Moine Photography via Flickr

iPhone Stopwatch: Photo Credit 3 by dyobmti via Flickr 

The Business Value Behind Social Media: Part 6 – Disaster Recovery & Crisis Communications

Police Car Flashing Lights 

Part 6 of The Business Value Behind Social Media focuses on the use of social media in disaster recovery and crisis communications.  Chris Brogan, Charlene Li, David Meerman Scott, and Martin Giles (moderator) discuss how organizations should:

* Respond quickly and use the same online channel in which the event occurs

* Learn from the Motrin Moms and how Johnson & Johnson responded

* Learn from Chris Brogan's personal experience with negative backlash

* Understand United Airlines' poor response to the United Breaks Guitars YouTube Video

The panel's discussion on this topic takes place from 51:04 to 55:32 of the embedded video.  Where appropriate, I've also supplemented this post with entries from Open Leadership by Charlene Li and Real Time Marketing & PR by David Meerman Scott.

 

 

Respond Quickly in the Same Medium Where the Crisis Takes Place

Online Crisis Management Requires Speed (51:25 – 51:47).  David emphasizes responding as quickly as possible is crucial.  Running your responses through various departments (aka Legal, HR, CFO, etc.) slows things down.  The longer you take to respond, the more your organization looks guilty or non-human.  Non-responsiveness is quickly interpreted as the typical, corporate "no comment" response.

Respond in the Same Social Media Channel (51:48 – 52:35).  If the event occurs in YouTube, publish a YouTube video response to your detractor(s).  Issuing a press release as the response is a mistake.  If someone writes a blog post criticizing your organization, go directly to that blog and post a comment.  Don't make the mistake of conducting a radio interview to tell your side of the story.  The response medium counts just as much as your response time. 

Important Note: Regarding real-time crisis management, David provides more detailed and how-to / actionable advice in Chapters 7, 8, and 9 of his latest book, Real-Time Marketing & PR.  Here are the chapters:

  • Chapter 7: Crisis Communications and the Media 
  • Chapter 8: What are People Saying About You This Instant
  • Chapter 9: Tap the Crowd for Quick Action


Learn from the Motrin Moms and How Johnson & Johnson Reponded 

Upsetting a Vocal Population Segment (52:36 – 53:12).  Chris explains that whether or not the circumstances were right/wrong is not the point.  Johnson & Johnson took action because the advertisement garnered a lot of negative attention within the "mommy blogger" community. 

Background on Motrin Moms Situation (from pages 231 to 233 of Open Leadership by Charlene Li).  In the fall of 2008 McNeil Consumer Healthcare posted a commercial on its motrin.com web site.  Charlene points out the advertisement appeared on the site for six weeks with hardly a comment.  However, one consumer took offence. 

And, that's when all hell broke loose …

How Johnson & Johnson Responded.  On pages 232 and 233 of Open Leadership, Charlene writes how Johnson & Johnson admitted its mistake and immediately took the advertisement from its website.  It also responded in two social media channels during the event:


Channel #1: The JNJ Corporate Blog.
Key marketing executives posted apologies and updates on The JNJBTW blog.  Here are links to these posts:


Channel #2: Twitter.
One of the marketing VPs reached out to key mommy bloggers on Twitter.


"Real-Time Means Moving in Matters of Minutes Rather Than Hours."
  This is a paraphrased quote from Marc Monseau, Director of Social Media for Johnson & Johnsonon page 233 of Open Leadership.  It underscores the importance of response time and online monitoring.  The following quote from Monseau also on page 233 of Open Leadership speaks volumes:

"There are more and more businesses taking a hard look at what they need to structure, to create a program, and at least beginning to listen to the conversation.  The Motrin Moms situation really reinforced the importance of starting to really listen and to observe more carefully." 

Learn From Chris Brogan's Personal Experience

 
Background on the Online Situation (53:14 – 53:43).
  On pages 230 to 232 of his book Trust Agents, Chris describes a social media campaign he participated in with Kmart.  This campaign helped Kmart achieve some of its best results in years.  However, Chris received significant criticism from the blogger community. 

The Source of Criticism:  A Sponsored Post Chris Wrote on Kmart's Behalf.  On page 231, Julien Smith (Trust Agents co-author), writes: "All sponsored posts had always been disclosed before, but the dollar amounts involved had never been public.  In readers' eyes, this somehow crossed the line between social and marketing norms."  On page 232, Julien points out the key learning: "In this case, we discovered that there are agreements, often implicit, between people and that these social contracts need to be clear and understood at all times."      

Understand United Airlines' Poor Response to "United Breaks Guitars"

In case you haven't seen the United Breaks Guitars Video, here it is:


 

 

A Non-Response Makes Your Organization Look Less than Human (53:44 – 54:17).  David points out how a lack of responsiveness is perceived as the typical, corporate response of "No Comment."  Approximately 10 million views (and counting) of this video occurred.  What's worse is United's lack of responsiveness only reinforced the negative portrayal of treating its passengers and their belongings poorly.

United Had No Previous History of Posting Videos on YouTube (54:18 – 55:10).  According to Charlene, this is the reason why United decided not to post its own video response.  No previous relationship existed on this social media channel so United felt like "it couldn't just show up."  However, David disagrees.  In his opinion, United should have at least responsed by a blog post or some other social media channel.  

Conclusion

When a negative, online event involves your organization, remember three (3) things:

  1. Respond quickly
  2. Publish the response in the SAME online medium where the event took place
  3. At a minimum, execute #1 in at least one relevant social media channel  

Is it fair, what happened to United Airlines?  Not entirely. But, they executed none of the above.  Fair or unfair, the court of public opinion has little sympathy for large corporations when they fail to respond:  


COURT OF PUBLIC OPINION
Lack of Response + Viral, Social Media Evidence = Guilty 


ROI Irony: How much did this negative PR cost United Airlines?
   According to this article by Chris Ayres of The Times Online, the negative publicity caused by this video cost United Airlines $180 million in shareholder value losses (e.g., a 10% decrease in stock price).  It's a leap of faith to declare the video as the sole cause in the stock's decrease.  To validate that hypothesis, you would have to run a multi-regression statistical analysis. 

Still, the negative PR impact of this event is inescapable. I can think of approximately 10 million reasons / YouTube views why.

 

What Do You Think?  Thank you for reading this far (if you didn't fall asleep).  Please tell me what you think.  I would love to hear your thoughts in the comments.

 

Tony Faustino is a marketing and corporate strategist.  He writes about how The Internet reinvents marketing strategy for organizations and individuals in his marketing strategy blog, Social Media ReInvention.  Follow his tweets @tonyfaustino or circle him on Google+.   

Photo Credit: By davidsonscott15 Via Flickr