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SUHBA.COM

MAY 2023

TACTICAL GUIDE

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What’s Inside

SECTION 1

Laying a Foundation

SECTION 2

Tactics Per Persona

SECTION 3

Budget — Final Recommendations

SECTION 4

Moving Forward — PR Calendar

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Laying a Foundation

01

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Opportunity

Now that we know the personas we want to target and the messaging we will use, the Tactical Guide is a starting point for getting your voice out to the right people, with the right messages, at the right time/place.

While the specifics of your marketing channel strategy will likely change over time, this guide is a recommended, full-funnel starting point for Public Relations tactics.

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RACE Method

Everything we do ties back to and is part of our proprietary RACE Method. In the graphic on the right, you can see how everything starts with research. From there, a cyclical process kicks off in which we analyze the research gathered, create campaigns based on that analysis, execute them in the marketplace and begin again by analyzing campaign results.

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Marketing Funnel

The marketing funnel is primarily for consumer-based organizations, but can work in many marketing scenarios as well.

The funnel focuses on a customer journey toward the purchase of a good or service. Purchase can also be referred to as conversion — converting someone to do something or complete a desired action.

AWARENESS

CONSIDERATION

*CONVERSION*

PURCHASE

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Message Review: Personas 1 & 2

Persona

Objectives

Opinion Leaders

Primary Message

Association Member

Retention

Improved sentiment toward association

Greater support of association

SUHBA members

Industry Professionals

City staff and elected officials

You meet more people the longer you stay

Being involved brings a sense of “belonging”

Your business has support and benefits through SUHBA

Potential Association Member

Join SUHBA

Other professionals in the industry

City staff and elected officials

SUHBA has more than just “builders”

Your business has support and benefits through SUHBA

Being involved brings a sense of “belonging”

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Message Review: Personas 3 & 4

Persona

Objectives

Opinion Leaders

Primary Message

The Official Representative

– City Staff, Elected Officials

Buy-in of SUHBA

Understand/acknowledge how SUHBA benefits the community

Local residents

Other local staff / officials

Growth is inevitable, so it’s ideal to grow responsibly

SUHBA supports local interests in ways other HBAs cannot

The Local Resident

Know who SUHBA is (brand awareness)

Improve sentiment toward homebuilding efforts and SUHBA in their community

Other local residents

Official representatives

SUHBA helps keep your family close with more attainable housing

Your enjoyment at the St. George Area Parade of Homes is possible because of SUHBA

Feel trust and comfort that the someone (SUHBA) is watching out for the community

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Tactics Per Persona

02

A plan for connecting tactics to reach SUHBA target personas in the completing the objectives and messages previously determined.

INSIDE:

PR/Content

Digital

Media Buying

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*CONVERSION*

Target Market:

Association Member

DIGITAL

-

Goal(s):

  • Retention
  • Improved sentiment toward association
  • Greater support of association

Self-interests:

  • Reliable, profitable work projects
  • A strong professional network
  • Protecting the interests of their industry locally and nationally

Proposed tactics:

  • Monthly newsletter (email marketing)
  • Organic social media (platforms and Exclusive Facebook Group)

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Monthly Newsletter

Strategy

What: A monthly newsletter utilizes an email marketing software to keep in contact with association members. This way you can update them with news, share events, etc.

Why: This tactic helps association members feel involved. It can also help them feel positively toward the organization as they are “kept in the loop” regarding various happenings and initiatives.

Plan

Ongoing Monthly Actions:

  • Write, design and digitally send out
  • Monthly newsletter with various templated sections that updated with news coverage, member highlights, etc.

Measurement: You can track metrics such as open rates, click-through rates, and conversion rates to see how your email campaigns are performing.

Targeting: Association Member

Pricing

Minimum monthly budget:

$1,000 (for up to 2k contacts)

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Organic Social Media

Strategy

What: Instagram, Facebook, an exclusive Facebook group

Measurement: as an awareness/consideration tactic, this tactic itself can’t be directly tied to conversion necessarily, but can be measured success through page followers, engagement, and other metrics.

PLAN

  • Consulting or Management
    • Consulting: strategy and post recommendations
    • Management: strategy and posting

Targeting: Association Member

Pricing

Consulting starting at $600/mo

Management starting at $1200/mo

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Organic Social Media

Why Consulting?

If you want someone internally to create and post or “own” social media. This package is good to provide you with analytics, guidance and still have a piece in-house.”

PLAN

One time actions:

  • Profile audits
  • Profile updates
  • Analytic analysis

Targeting: Association Member

Ongoing monthly actions:

  • Creation and optimization of social strategy
  • A list of post ideas based on research
  • Hashtag research
  • Monthly reports created for evaluation of ideas

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Organic Social Media

Why Management?

This plan is used if no one internally is interested in managing platforms. All you have to do is film video/shoot photos we tell you to! Then, we take the content and post a strategic plan.

PLAN

One time actions:

  • Profile audits
  • Profile updates
  • Analytic analysis

Targeting: Association Member

Ongoing monthly actions:

  • Create monthly post calendar for ideal 2-3 posts per week
  • Post scheduling and posting
  • Hashtag research done and included in posts
  • Monthly reports for evaluation

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Target Market:

Potential Association Member

Goal(s):

  • Join SUHBA

Self-interests:

  • Reliable, profitable work projects
  • A strong professional network
  • Protecting the interests of their industry locally and nationally

Proposed tactics:

  • Organic Social Media
  • SUHBA Blog
  • Email Marketing (funnel)

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Social Media

Strategy

What: Instagram, Facebook

Why: Social media can share industry/local information with the lens of SUHBA to provide benefit and encourage membership

Plan

See previous slides for information on social media consulting or management

Targeting: Potential Association Member

Pricing

Consulting starting at $600/mo

Management starting at $1200/mo

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Blog

Strategy

What: A content platform on the SUHBA website to share thought leadership information with all personas, but in particular, the potential member.

Why: Your content is a powerful foundation for your brand as well as your marketing tactics. Having at least a handful of blogs on your website for the potential member can support other marketing efforts like emails, social media, etc. that are communicated specifically to them.

Plan

Ongoing Monthly Actions: We can write monthly posts or we can write a handful of posts upfront to use for other marketing efforts

Measurement: page views

Targeting: Potential Association Member

Pricing

Starting at $750 per blog post

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Email Marketing

Strategy

What: Create an email list of potential members to send routine emails to. This will keep them interested in SUHBA even if it’s just for information at first. Then, we nurture them to want to become a member.

Why: Email marketing is a cost-effective way to stay top-of-mind with potential members and nurture them to better solidify their conversion to the association.

Plan

Action:

  • Write and design for SUHBA to send out
  • If a refresh is desired or needed, we suggest this every 6 months or so.

Measurement: You can track metrics such as open rates, click-through rates, and conversion rates to see how your email campaigns are performing.

Targeting: Potential Association Member

Pricing

$1,500 for one marketing funnel�$75/mo for hard cost of automation

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*CONVERSION*

Target Market:

Official Representative — City Staff, Elected Officials

Goal(s):

  • Buy-in of SUHBA
  • Understand/acknowledge how SUHBA benefits the community

Self-interests:

  • The support and care of their community members
  • Strong local economy
  • Efficiency
  • Re-election (elected officials)

Proposed tactics:

  • Media relations
  • Email marketing
  • Direct Mail

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Media Relations

Strategy

What: coordinating directly with the people responsible for producing the news and features in the mass media, along with government information, to the public.

Why: Media Relations builds a positive public perception with communities. With these relationships, we build connections with targeted audiences through third-party endorsements, positive news highlights and coverage, compelling media stories, and more.

Plan

Ongoing Monthly Actions:

  • Outbound, inbound pitches
  • Press releases where necessary
  • Media list research and optimization
  • Relationship building

Measurement: Quantity of coverage (# of articles, reach), quality of coverage (message, sentiment)

Targeting: Official Representative

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Reporting Example

Reports are delivered in meetings, documented in Google Slides and include various aspects of the Barcelona Principles 3.0 such as goal creation and measurement, inputs, outputs and outcomes. Muck Rack reporting, email automation software, Google Analytics and Sprout Social are used to establish quantitative data for this report.

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Monthly or Quarterly Newsletter Email

Strategy

What: A monthly or minimum quarterly newsletter utilizes an email marketing software to keep in contact with representatives. This way you can update them with news, share events, etc. and give them the information they are requesting before they need to ask!

Why: This tactic helps representatives feel positively toward the organization as they are “kept in the loop” regarding various happenings and initiatives and knowledgeable about your initiatives and efforts.

Plan

Ongoing Monthly Actions:

  • Write, design and digitally send out
  • Newsletters with various templated sections that updated with news coverage, member highlights, etc.

Measurement: You can track metrics such as open rates, click-through rates, and conversion rates to see how your email campaigns are performing.

Targeting: Official Representative

Pricing

Minimum budget:

$1,150 per quarter or $1,000 per month

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Direct Mail

Strategy

What: Direct mail should hit the potential lead at least 3-4 times consecutively in order to generate response and move the prospect down the marketing funnel towards purchase.

Why: Direct mail marketing is a proven conversion method that offers the opportunity to personally connect with audiences, raise brand awareness of your product, and push targeted leads into the consideration and purchase phases of the marketing funnel all while tracking ROI.

Plan

Measurement: Direct Mail has tracking methods that will help us determine delivery and phone number calls or website visits.

Targeting: Official Representative

Pricing

Based on number of mail pieces, size, postage, etc. and can be priced out if interested

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Target Market:

Local Resident

Goal(s):

  • Know who SUHBA is (brand awareness)
  • Improve sentiment toward homebuilding efforts and SUHBA in their community

Self-interests:

  • Affordable housing (prospective buyers)
  • Increases to their property’s value (owners)
  • Low property taxes
  • Achieving or maintaining their ideal community (some want it to grow, some want it to stay the same)

Proposed tactics:

  • Direct Mail
  • Paid social media advertising

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Paid Social Media

Strategy

What: Use social media platforms such as Facebook and Instagram.

Why: Social media platforms offer highly targeted advertising options that allow you to reach potential customers based on their interests, behaviors, and location.

Plan

Ongoing Monthly Actions:

  • Creative ad
  • platform setup
  • Targeting setup
  • Minimum flight of 6 weeks

Measurement: You can track engagement metrics such as likes, comments, shares, and clicks, as well as conversion metrics such as website visits and form submissions.

Targeting: Local Resident

Pricing

Minimum monthly budget:

$1,000 per platform

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Digital Billboards

Strategy

What: Select a group of multiple billboard locations and rotate the same creative across each of them. Our recommendation is to focus on billboards within Washington County along I-15 to build brand awareness.

Why: General awareness to understand who SUHBA is and their connection with the parade. Since these are digital billboards, we can quickly switch out new messages (about SUHBA, from the community for the community, building for a purpose, the face behind the Parade, etc).

Plan

Measurement: Impressions, number of spots, vanity URLs in order to track how much website traffic they actually generate

Targeting: Local Resident

Pricing

Based on location and number of billboards

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AM/FM Radio

Strategy

What: In considering radio, EKR recommends focusing on top-rated radio stations that target SUHBA’s audience.

It may also be worth considering endorsement campaigns with well-known DJs. DJ endorsers do live 60 second ad libs during popular shows and drive times. DJs are well-loved and allowing them to advocate for SUHBA is a more powerful message than an ordinary radio spot.

Why: Traditional radio helps familiarize local listeners with your brand.

Plan

Measurement: Number of spots

Targeting: Local Resident

Pricing

Based on location and number of billboards

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Podcast

Strategy

What:

  • 55% have listened to a podcast
  • 37% listen to a podcasts at least once a month
  • 24% listen to podcasts weekly
  • 80% of listener listen to most or all of a single episode

Why:

  • A large-scale podcast from SUHBA can reach the local resident and official representative in a unique way
  • It can involve the association members (and potential members) to get them involved and excited and potentially get them exposure for new business
  • Topics can be heavier like economics of housing or home types (condo, vs. single home, etc.) and some could be about lighter topics like lighting, interior design, parade of homes, etc.��

Targeting: All Personas

Pricing

Based on episodes per month. Can be delivered upon interest

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Podcast Continued

Plan

Targeting: All Personas

Insight on the best length and release schedule for podcast episodes to help build your listenership.

RESEARCH

Creating a destination specific logo and podcast icon for distribution

LOGO & ICON

Using remote tools, our team will facilitate recording each episode of the podcast.

RECORDING OF EPISODES

Fixing mistakes in recording, matching audio levels between guests, and giving the overall episodes a uniform, polished sound.

EDITING & AUDIO MIXING

Uploading the podcast episodes & distributing them to the largest outlets such as Apple Podcasts, Spotify, iHeartRadio, and more.

DATABASE HOSTING

& DISTRIBUTION

Our reporting tools will give you insight into demographic information and other important metrics.

MONTHLY �ANALYTICS

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Budget

03

Recommended tactics in the guide according to pre-set budget

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Budget

This budget of $3,500/mo. consists of the recommended spend for each tactic.

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Next Steps

04

PR Calendar Tutorial

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PR Calendar

From here on out, we will collaborate via a PR calendar (linked below).

It’s a Google Spreadsheet were you can comment, collaborate and we will review and go over monthly as we pitch, write release and move forward in our partnership.