How to Control Frivolous Marketing Requests

“Hey, can you send me the latest copy of the brochure?”

“What was that thing we did last year?”

“Print up 500 cards for me, need it tomorrow.”

We dream about running marketing departments that function more like production companies, that churn out award-winning campaigns that convert and get kudos from all over the company and the industry at large.

The reality is that we spend most of our days fielding thousands of minor and pointless requests for business cards, asset updates and—most hated of all: “can you send me the latest version of X brochure?”

It’s enough to drive one to drink.

You, like other marketing managers, have become an order taker. Your activities are controlled by the needs of others. You’ve lost control of your team’s momentum and are resigned to just playing whack-a-mole with minor requests.

Corral those frivolous marketing requests and take control of your team’s project sheet. Start increasing your value to the organization by applying a few simple changes:

Set up a queue

Internal requests are like a mob of unruly children. They come from everywhere at once: email, instant messenger, over the phone and even through the grapevine (e.g. “hey, Director X told me to tell you to print up new business cards for Employee B”).

You waste so much energy trying to keep track of them all that you won’t be able to properly prioritize these requests, let alone determine if they’re actually necessary.  

Establish control over how requests come in. Set up a process where people can make these minor requests. It could be an online request form, a specific email address, or a single contact person. The point is to direct all requests to that one channel so that they’re all in one place and easier to review.

And—this is the critical point—stick to the rules. If you are requiring people fill out a form to request business cards, don’t accept an email request even if it’s just “this one time.” Word will get around that the form is meaningless and people won’t follow your new system.

Open a self-serve lane

What do you think is more efficient: flagging a waiter every time a diner needs water, or leaving a pitcher and letting them serve themselves?

Your team needs to take the same approach.

Make as many tasks as self-serve as possible. For example, post assets in a single accessible location such as a shared drive or a digital asset management platform. Announce the location internally and tell people that they can pick up whatever they need from that library.

There are really advanced DAM platforms that can even templatize the production of digital assets, where a sales person can just type in customer-specific details like name or industry, and be able to publish pre-formatted brochures themselves.

Human nature being what it is, people will still ask you for stuff, but now you can point to the shared drive and say, “get it from there.”

This frees up your team for bigger and meatier projects that will be more worth their time.

Treat yourself like a customer

Don’t get so caught up in doing other people’s tasks that you forget to do your own. Your tasks should take just as much (if not more) importance over everyone else’s.

If you need to trick yourself into doing this psychologically, then fill out your own request form and put it as a ticket in your project management system.

Stick to your own established deadlines. Fight the temptation to shelve your tasks just to accommodate whoever is screaming the loudest.

If you managed to do the above two steps, then you should have enough breathing room to begin doing more of your own work.

Let me just mention that there’s nothing wrong with a department that functions as order-takers—if that’s what the team was built to do. It fulfills a strong tactical purpose, and that’s perfectly fine. On the other hand, if you’d rather have a self-motivated department that creates strategically valuable projects?

Time to set up the take-out window.  

Why Isn’t Sales Following Up My MQLs???

Ever feel like sales is wasting your marketing team’s time? 

You pour so much time and effort (and money!) into hosting events, sending emails, erecting landing pages and parading around on social media, only for sales to ignore your hard-won leads!

Doesn’t it just make you want to FLIP THE TABLE?

Don’t.

Sure, sales isn’t following up on your leads. That’s frustrating, but there’s probably a reason behind it. It might not be a good reason, or a reason that’s under your control, but it’s there nevertheless. And if you can discover the why, then you can discover the fix

Here are some of the most likely reasons sales is ignoring your MQLs: 

Sales has their own leads to follow up

Sales is a fast-paced, high-pressure environment, and the average sales person would rather prioritize leads that are further down the funnel than those they need to nurture from scratch. As the saying goes, “a bird in the hand is worth MQLs in the bush.” 

But wait, isn’t sales supposed to rely on your leads for their call list?

Usually! But if your sales reps are performing the functions of both Account Manager and Sales Development Representative at the same time, then they’re going to have their own crop of leads to harvest. Your MQLs are just going to be backup leads in case their real (“real”) funnel dries up. 

Sales doesn’t know they have new leads

You don’t know what happens when you lob a lead over the cubicle wall. You don’t see which sales rep catches it or what they’re doing with it. 

Sometimes, they don’t even know there’s anything there. 

When leads are missed, there’s usually a problem with your turnover process. For example, the process could’ve recently been changed, and people are still doing it the old way. Maybe you or one of your team has set up a marketing campaign, and the leads aren’t being assigned properly. It could even be that the CRM is being mismanaged and nobody’s picked up on it yet. 

Whatever the case, you need to track down the gap in your workflow and plug it as soon as possible. 

They’re too busy to follow up on leads

This might seem like a great problem on the surface (business must be booming, right?), but could actually be a symptom of a huge staffing problem

If your company doesn’t have enough trained and productive sales people, then even great MQLs are just going to just going to sit there until they lose interest, and you’ll have lost thousands of dollars in opportunities. 

It takes the average sales person an average of 3 months to be competent at selling your product, and even longer for them to be consistently good. If your company’s sales team finds itself short-handed, expect leads to languish in the funnel for a good long while–even if they hire a new rep right away. 

The MQLs don’t match sales’ priorities

Do you want to know what happens when sales is told to promote Product A but you keep sending them leads for Product B? 

That’s right! They ignore your leads in order to sell Product A. 

This usually happens when sales and marketing don’t talk to each other. Marketing comes up with a fancy new campaign for something, but sales prioritizes growth in a different direction. The result is wasted effort on marketing’s side, and stunted growth on the sales side (since their prospecting isn’t being supported by marketing’s leads). 

Sales is sick of low quality leads

The truth hurts. 

Sales is ignoring your leads because your leads aren’t panning out. You’ve lost their trust, and you’re going to have a heck of a time convincing them to take your MQLs seriously. 

This might happen because you’re entering a new market, or because the marketing person in charge of strategy is new/doesn’t know what they’re doing. 

How do I fix this???

It’s easy for marketing to point at sales and yell, “get your house in order!” But really, this is a problem that you need to work out together. Here are some approaches that may help:

A stronger sales/marketing partnership. You can solve most of the problems I mentioned above just by talking to the sales team. Open lines of communication and have regular alignment meetings. Marketing is meant to serve sales, so make sure you’re both walking in the same direction. 

Meet with sales on a regular basis to assess the quality of the leads and further refine your criteria for what makes an ideal MQL. 

Process automation. If inbound leads are getting ignored, then set up an automated alert for leads that have been sitting too long. Set up your CRM or marketing automation system to notify the sales manager if a lead has not been contacted in X days (depends on your sales cycle). 

Set up/refine your lead scoring. If sales is having trouble keeping up with the flow of leads, then set up a lead scoring system so that they can prioritize the best ones. Work with sales to determine the different criteria and their weight, so that the scores are logical and a good indicator of their potential value. 

So basically…

Don’t just raise your fists to the sky and curse your sales team. Figure out what their challenges are and be the first to come up with a solution. Not only will this endear you to the sales team and improve your working relationship, but it will also prove marketing’s value to the rest of the organization. 

Help! My Boss is a Marketing Skeptic!

Feel under-appreciated by the powers that be? 

Join the club!

According to a Fournaise group survey, 80% of CEOs don’t trust marketing at all. They say things like “marketers lack business credibility” and doubt our ability to create sufficient growth. 

You can see this reflected in the relative size of a company’s marketing team. Marketing is often the smallest team in a company (usually 1-5 team members), and we have to fight for every scrap of the annual budget.

But hope is not lost. You can still convince your boss that marketing is the bee’s knees, but you have to use the right approach.    

Know your boss

If you want to get your boss on your side, you have to know which buttons to push (if that sounds manipulative, it’s because it is).

Think about their goals for the company and what they prioritize.

A manager who plays favorites with the sales team will pay attention if you highlight marketing’s impact on sales revenue or pitch sales enablement projects

Product-oriented CEOs will want to know how marketing can help gather important customer data and user feedback that will drive product improvements. 

You might also want to tailor your approach to their personality. If your boss is objective and analytical, compare the risks and benefits of your current marketing approach versus the new strategy you’re proposing. 

Bosses who are insecure about their competitors can be swayed if you point out what marketing strategies his rivals are (or aren’t) using, and how your approach will leave them in the dust. 

If your boss is sensitive and prickly (let’s not pretend bosses like that don’t exist), then include him in the execution–even in an advisory or oversight capacity. This participation will help him see the work you and your team are putting into your project and make the results that much more impactful. 

The challenge comes if your boss is a “derailer” that keeps introducing new ideas mid-stream. In this case, bring them in early enough that they can be part of ideation. If it’s too far down the road to change direction, it’s just going to be more challenging if you have to reject their suggested changes.

And if your boss likes candy? Bind your monthly report in licorice and pack it with Cadbury eggs. 

Hey! All’s fair in love and annual budgets.

Hard numbers are hard to dispute

Have you ever done a “brand building exercise?” 

Yeah, your boss hates those. 

It’s a cheap way out of showing results, and your boss knows it. Finance spends valuable cash on glitzy events, print/digital ads, and lengthy social media campaigns. And when challenged, Marketing will respond with “yeah, but now we’re top of mind.”

And you wonder why your boss has doubts?

You’re going to be on a short leash until you can reliably prove marketing’s ROI. The return doesn’t have to be in cash (although that would be fantastic), but there have to be hard numbers involved to convincingly measure success.

Stay away from vanity metrics such as likes and shares and follows, because it’s impossible to correlate those with actual business income. 

Instead, focus on relevant marketing KPIs like:

  • Attributable sales revenue
  • Cost per lead
  • Traffic-to-lead ratio
  • Lead-to-customer ratio
  • Landing page conversion rates

Show enough good numbers, and your boss will absolutely start paying better attention to marketing’s side of the business. Even bad numbers will work if they get your boss to devote more money to your department.

Beware of information overload

Did you just give an hour-long discourse to the exec team on why you should switch your PPC strategy from Target CPA to Target ROAS? 

Congrats!

You bored them to tears and now they’ll never pay attention to you again. 

Ever.

That information might be valuable for you and your team, but it’s gobbledygook to everyone else. It’s the equivalent of a programmer explaining Node JS vs Ruby on Rails and expecting you to be super enthusiastic about it. 

It also doesn’t help that marketing loves coming up with new bullshit terms for everything. Terms that have to be explained to non-marketers.

You don’t solve a person’s ignorance by drowning them in information. They’ll choke on it and reject any further attempts. 

Translate jargon into layman’s terms for the sake of your meeting. If they ask additional questions, then they’re interested and you are free to go as jargon-y as you like. If they don’t ask questions, then a discourse on marketing jargon will just antagonize them. 

So basically…

It’s not the end of the world if your boss is a marketing skeptic. You can still bring him around if you have a firm grasp of marketing strategies, performance metrics, and human nature. Relate how marketing impacts other areas of the company and how it helps your organization stay competitive. 

And if, after all this, your boss still doesn’t get it?

Time to polish up your resume (just sayin’). 

Up Next: Freelancers vs Salaried Employees