How to Conquer Sales Collateral

Utter the word “Media Kit,” and panic will spread across the ranks. There will be visions of high-priced, die-cut, black-on-black varnished folders. Someone will surely suggest a rainbow of different sized inserts, each cut 1/2” shorter than the previous one (just try reassembling that!)… and surely there will be a look of terror as you announce actual costs for printing inserts, rate cards, and data books. Even the idea of a digital media kit will trigger fear of resource commitments.

Big tip: don’t call it a “Media Kit.” Say “integrated collateral,” “first in a series,” “something to put into a folder.” You get the drift.

As a writer, you may be charged with organizing the entire package or at least, creating content for key pieces. Much like a child tackling a school project, it’s wise to divide and conquer. Break the project into small parts. Determine what elements are most important. Then set priorities and realistic deadlines.

Using a “Work Order Form,” “Job Start,” or “Creative Brief” can help crystallize goals and wants. All too often a client will say, “I need this piece of collateral,” only to have given it absolutely no thought. On the other hand, a good sales director will be able to answer these questions on-the-spot — and these are the ones you should ask even if he/she is reluctant to fill out a form:

Strategy

  • What is the objective?
  • Who is the audience?
  • How will this be used?
  • Is this a launch piece or sustaining?
  • Informational or an offer?
  • What is the call to action?
  • What is the hoped-for result?
  • What is the revenue projection from this piece?

Content and details

  • Is there a deadline or promotional code?
  • What are the competitive positioning points?
  • What are the benefits?
  • What are the weaknesses?
  • Are there any guarantees?
  • Are there any disclaimers?

Messaging and verification

  • Should this dovetail with corporate themes?
  • Is this on brand? Or is this a new brand?
  • Do you have research or sourced statistics?
  • Are there any media/industry quotes?

Do’s and Dont’s

  • Are there technical terms I should or should not use?
  • Is there anything else I should know? (like a previous bad experience)
  • Can this be confused with another product or service?
  • Is this ready for market?
  • Give me the elevator speech about what you do.

Creative needs and production

  • Let’s discuss format and quantity.
  • What are the budget guidelines?
  • Who is the point person for copy approval? Design?
  • I’ll need a high res logo, tag line, URL, toll-free number, and address…
  • … your professional license number, nonprofit status, trademarks.
  • …your BRC and BRE set-ups, postal indicia, non-profit postal port.
  • Can I get a comment from the head of your company?
  • Please provide customer testimonials cleared for use.

These questions will point you in the right direction in terms of tone, content, and scope.

One more tip: think like a business person. This was conveyed clearly when developing a wall calendar. The designer had set up the months horizontally, 4 months per row. There were 3 rows, which correctly tallies twelve months – so what was the problem? The design didn’t break into business quarters – and that’s the way the world works. By reconfiguring the design into 3 months per row and 4 rows deep, we presented the year in a format that better served the client. Of course, the copy requirements on that job didn’t offer a highly creative forum for the writer, but it was the clear, logical thinking of that writer that turned it into a fully functional piece with exceptional shelf-life.

Tags: , , ,

Categories: Advertising, Business thinking, Creativity, How Tos, Production

Leave a Reply

© 2010 WordsOnTheFly.com