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Episode 24: Beyond Acquisition: Crafting Content for Long-Term Customer Retention

 

Meet the Guest: Shana Haynie

Shana Haynie is the Head of Content and Organic Growth for MoEngage’s North America region and has dedicated her career to helping businesses reach and engage their customers through strategic storytelling. With over a decade of experience across a variety of industries and company sizes, Shana Haynie is a dynamic marketing leader who is passionate about strategic planning, project management, content, branding, and team development. When she isn’t writing or editing, you can find her playing pickleball, dancing to hardstyle music, singing karaoke, or walking her dog, Dexter.
 
Follow Shana on LinkedIn. 

Podcast Episode Notes

Takeaways:

Here are some of the biggest takeaways from this episode:

  • Focus on Customer Retention, Create content that retains customers by continuing to provide value and build relationships after the initial purchase.
  • Tailor B2B vs. B2C Strategies, Customize retention strategies for B2B and B2C, as B2B focuses more on educational content, while B2C often leans toward transactional or community-driven content.
  • Use Mixed Media, Combine long-form written content with short videos to cater to different learning preferences, ensuring both readers and visual learners are engaged.
  • Prioritize SEO and Thought Leadership, Prioritize SEO-driven content to capture organic traffic, and then expand into thought leadership content to build brand authority.
  • Leverage AI for Personalization, Use AI tools to predict customer behavior and create personalized content journeys, delivering relevant offers and information at the right time.
  • Adopt a Data-Driven Approach, Base your content strategy on data-driven insights, adjusting content quickly based on performance metrics to improve effectiveness.
  • Streamline Content Operations, Implement project management tools like Airtable and Asana to streamline content operations, making it easier for teams to collaborate and access content.
  • Balance Retention and Acquisition, Maintain a balance between retention-focused content and acquisition-focused content by using a structured content calendar that supports both goals.

Mentioned Tools & Resources:

These are the tools and resources that were mentioned in the podcast episode:

  • MoEngage – Discussed as an example of an AI-powered customer engagement platform that helps marketers predict customer behavior. It was highlighted for its ability to optimize content strategies and improve retention by delivering personalized experiences based on customer data.
  • Airtable – Mentioned as Shana’s go-to tool for content organization and databasing. She uses it to track content, tag campaigns, and streamline collaboration across her team, especially for managing large-scale content programs.
  • Asana – Brought up in the context of project management. Shana uses Asana to organize tasks related to content creation and ensure that everything stays on track, making content operations smoother for her team.
  • Google Drive – Referenced briefly as a tool still used occasionally for storing and sharing content-related files, although Shana implied that newer tools like Airtable offer more efficiency.
  • Loom – Discussed as a useful tool for creating video demos or walkthroughs. Shana suggested it as a way to show customers how to use a product asynchronously, without the pressure of live sales calls.
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Episode Transcript

Ashey Segura: So when you’re not at your desk and you find yourself in the kitchen, what is your go to dish to cook?

Shana Haynie: So I actually love to cook and I create a variety of different things, but I think my favorite thing to make is probably mac and cheese. I make it from scratch every year for Thanksgiving and I regret it for many weeks out there because I make so much of it that I eat it for a very long time.

But it’s like a once a year thing and it’s a special treat just for that time of year.

Ashey Segura: Yeah, that’s definitely a really special treat and something pretty much everyone loves mac and cheese. So it’s a great dish to bring. Totally. So when it comes to content strategy, and you’re not making smack and cheese, let’s talk about retention and how to not just attract potential customers and customers with our content, but how do we retain them?

So can you first break down what customer retention is and what the difference between, creating content for acquisition versus creating content for retention looks like?

Shana Haynie: Yeah. And it’s interesting cause I do feel as a marketer in the space, I feel like a lot of the content that we create is focused primarily just on acquisition.

It seems to be like the short term, like thing that everybody needs from from a marketing perspective. And then I do feel like content gets kicked around between different, departments. But from a marketing perspective, if you are in an organization that prioritizes retention and using content, then the kind of content that you’re going to be producing is going to be valuable to your customer, the person who has already purchased from you and who you want to continue building a relationship with.

And I do think like it’s different from like a B2B to a B2C perspective. Most of my career I’ve been marketing to in a B2B fashion, but Where I work right now at MoEngage, our customers are marketing to B2C. And so there’s going to be a totally different strategy that you might use from a retention perspective when you’re looking at what kind of content produce.

Ashey Segura: Let’s talk about that because, when you think customer retention, regardless of it’s B2B, B2C. You would generally think you’re going to use the same strategy when you’re trying to figure out what content to produce, but you’re right. B2B is very different in your messaging and really essentially how you’re talking to that kind of audience versus A, B2C.

So what kind of differences have you seen in the content strategies that you’ve put together that are like, all right, this is clearly just for B2B when we’re trying to create content?

Shana Haynie: Yeah, so I guess in B2B a lot of times you’re talking software and so there’s a product involved and maybe it’s very complicated to use and so you might be Working with let’s say your CS team or your implementations team or even your solutions consultants in order to create content.

That is Targeted towards getting the customer to continue using the software in the best way possible And so I would consider that a pretty strong focus of retention content. And then in terms of engagement and getting people to continue to engage with your brand, you’re going to be producing content that is going to be probably focused on continuing to educate around what trends are happening in the industry that they might want to know about other things that might be happening amongst their peers.

And so doing kinds of content that is going to continue the engagement and continue building the relationship with the customer over time. That’s going to be more of a B2B focus. And I think in B2C, it’s really can be a little bit more transactional. So the kind of content that you might be producing in order to drive retention could be as simple as, asking somebody if they are interested in a special offer or sending an email that has, different kinds of like loyalty points that you might get so that you can build up and continue using with your repeat purchases with that kind of company.

So I think that there’s definitely like a difference there. And then in B2C also, there’s the community aspect of it could be very different from like in B2B because the problem that you’re trying to solve is probably more short term that can be fulfilled by purchasing a product rather than an entire solution, if that makes sense.

Ashey Segura: Yeah, definitely. Like needing the whole software and then you have a bunch of content on how do you use that software where B2C you don’t necessarily need to tell people how to wear pants or how to put on a t shirt. They get it. Yeah.

Shana Haynie: Yeah, but I guess to your point, like in, let’s say beauty, for instance, like there’s a ton of content out there that could be produced by a brand that would be used to build that community and continue generating purchases and teaching people how to use certain makeup in a certain way.

Yeah.

Ashey Segura: Yeah, that, that definitely. Gives the opportunity to do that. How to content, even if it’s going to be B2B, B2C, excuse me, versus B2B talking on the B2B side of things, how have you seen content really address how to use a B2B? Product or a service the best, because I feel like that’s where we all struggle a lot.

Like we’re like, okay, we know our product and service inside out. And we’re telling people, why don’t they get it? And there’s usually this disconnect between the content that a brand puts out versus the understanding of a potential customer and how to actually use that product or service.

Shana Haynie: I think that’s a great question, and I do think that many companies struggle with this, which is why they don’t actually even attempt to do it but I think that there is merit in working with the people who know how to use the product and then figuring out how to translate that technicality and all of that jargon into something that is simplified and easy for a customer or a potential customer to follow.

So I think that I’ve seen like interactive demos and things like that, where it’s really more self serve in a way. But it’s more simplified as to how to use a product. And it’s not so far as to get somebody into a demo where they feel like there’s a pressure around, somebody maybe trying to pitch them something or I guess technically we’re still talking on the acquisition side, but I’m trying to think about when it relates to actual retention and somebody who might want to self serve as a customer.

Maybe they don’t want to get on a call with a CS person to run through it. Maybe they want to be able to have that autonomy.

Ashey Segura: Yeah, and demos are usually, at least when I think of demos, I think of someone from sales. They’re they’re emailing me. I’m already a customer. They want to show me a new feature or a brand new service suite that they’re just released.

And so they want to jump on a call. And then they give the whole spiel. And that does work sometimes because it is nice to have someone that I can ask direct questions to before I agree to potentially buy another product from a company, but sometimes it could be as simple as, doing a loom video of, Hey, this is what it looks like on the other side.

And then that way they can. Digest the information, come back to you when they have questions. Are you seeing more of like video content being used for that retention aspect, or is it still the longer form how to content or email marketing doing best? What kind of mediums are really working?

Shana Haynie: I do think that the video medium is great for that style of content when you’re trying to pull back the cover on like a specific of your software.

I think that more long form content tends to work better for if you just have a step by step process that you’re trying to showcase to somebody. I think you could do a long form written content with multiple videos in it. That would probably work pretty well

Ashey Segura: for that use case. That’s a really good idea because then you don’t have to have one video that’s like an hour and a half long, but you could have little segments of, hey, this is what it looks like right here.

And then the text. So then you’re basically satisfying both users, the users who digest info the best from reading and the ones who digest best from actually watching and seeing the demo.

Shana Haynie: Yeah. And then I guess from my standpoint, I do a lot of SEO stuff. Then you have more capability of discoverability to if you have a long

Ashey Segura: form mixed with video.

Okay. Yeah, that’s a good point. And then you have the option to really organize your headings at that point on the B to C side of things, usually the retention aspect isn’t always a conversion of, I want them to buy something again. Sometimes it’s just, I want them to keep coming back to my website and reading my content or bouncing around.

Like I need that traffic in the page views as the metric. So when you’re thinking about retention from that standpoint, what strategies do you recommend for. Getting people to keep coming back and staying connected with content.

Shana Haynie: Yeah, so I think in this case, we’re thinking more like media driven brands.

I used to work at Hearst Bay area, which is a subset of just the larger Hearst Corp and the San Francisco Chronicle and SF gate were both nested under that brand. And so I know that. Those metrics, that traffic, that time on page, all of that’s super important. And I think that there’s actually a lot of technical components that you have to look at in order to get people to continue looking at those sites.

If page speed load time, for instance, is too slow, then people are not going to want to wait around for it. And if it’s too click baity, for instance, too, then people are going to lose trust in the content. So I think from that perspective, you have to continuously produce content that is high quality.

That also has, information in it that people are looking for and probably provides a unique viewpoint on it. But it is one of those processes that you have to continue doing it over and over again. And so it can get a little bit tricky if the news isn’t quite there or if you don’t have enough to talk about.

So it’s important to continuously be like analyzing the things that are going on in the industry and making sure that you have something to say about it.

Ashey Segura: Yeah, not just trying to make content, but actually adding something valuable to the conversation. Yeah, that’s definitely a huge step and that makes me think of content calendars because when you’re trying to plan out the next week, two weeks, months of content that you’re publishing, regardless of if you’re B2B, B2C, you most likely have some kind of content calendar in mind.

And structure, how much do you balance retention focus content versus acquisition content educational content? How to or does it all blend together? Like, how do you usually organize your content strategy in your planning?

Shana Haynie: Yeah, I think that It’s probably, let me just think about that for a sec, because I personally don’t produce like a ton of retention focused content myself.

It’s really more acquisition

Ashey Segura: more on the acquisition. So how do you do it for acquisition then? Because I guess a lot of retention based content, it could be really. Focused and narrowed in post customer journey, because you’re at this point, you’re trying to retain them, build brand loyalty, have great feedback.

And so it’s a lot of sales collateral, but on the acquisition side, it’s throwing everything at the wall and seeing what sticks. So what’s your strategy for acquisition?

Shana Haynie: Yeah, so let me, I’ll rephrase. So I think from a perspective of content strategy, the way that it typically works for me is I kind of bucket content at least.

I do a lot of editorial, so a lot of blogging, and so I bucket all of that into three different areas. There’s gonna be content that is specific for SEO. So content that you’re looking to drive traffic from organic search, you’re looking to capture those search impressions. And there’s a lot of strategy that goes into that specific format.

Then there’s the content that is thought leadership driven. So not really focused on driving traffic from search, but something that you can distribute from your emails, from your social and, have even your paid advertising, like things that are going to drive awareness for your brand and your expertise and your position.

And like all the narratives that you want to support as a business. And then there’s going to be your straight up sales enablement content, which I consider to be more your mid funnel. So that’s when you’re trying to get somebody who’s already known about your brand, you’re trying to get them towards that actual purchase point.

And then there’s the post sale enablement content, which is what we were just talking about. So I think that the way you bucket that really depends on what the goals of your organization are.

Ashey Segura: And a

Shana Haynie: lot of the businesses that I’ve worked in are typically more focused on driving that SEO traffic and producing that thought leadership content.

And a lot of the time the sales enablement type stuff will either fall on our product marketing function or on our customer success. So marketing itself does not necessarily have, at least in my experience, a ton of say over what that content is, but I think that there’s definitely room for improvement there.

Ashey Segura: Oh certainly. So say it was perfect world. It was up to you in terms of who was doing what and how much, how many resources were put into the different content baskets, is there a certain type of content that you would prioritize over others? Would you always choose sales enablement content needs to be the highest priority or regardless of B2B, B2C, like just, if this was your perfect content world and you were.

Painting the picture. How would it look?

Shana Haynie: Yeah. So I still personally think that focusing on the SEO traffic and the side of things is really important for companies that are looking to, really use that channel effectively. So if you don’t focus on that at some point, then you’re not going to be capturing.

All of that search intent, all those people who are actually out there looking or potentially looking. So I feel like that’s really important to start on. Sales enablement is obviously important too, because it’s something that the sales team needs. They need to have that content in order to close those deals.

So I think that there’s like a pretty strong, pull towards both of those. And then I think thought leadership is one of those nice to haves. That’s, I don’t think you need to focus on it as much before you have those other two things figured out. That makes a lot of sense. I think once you have those other buckets filled and you have a good strategy and you have a solid process for producing that, then I think it makes more sense to go into the more thought leadership, more, non evergreen type content.

And I’ve definitely seen it done the other way, and it was detrimental to the organization when they focus too much on these trends, kinds of content, and it’s no one’s gonna find this after this blows over, and your budget is so small it’s really just not the best place to put it when you’re trying to scale a content program.

Yeah, that

Ashey Segura: that’s a fantastic point. There’s so much talk about that leadership content these days. I feel like this year. It’s at its peak of everyone needs to be doing thought leadership. And you also need to be empowering your team to do thought leadership and not just sharing The internal orgs content, but also making content on their own.

Have you seen any success with team founded content and create content that’s just created by individual members of the company and sharing it on their own platform?

Shana Haynie: Yeah, so I think it definitely works in some industries I have definitely seen it work before where a company will have the CEO and they will have, their specific viewpoints and they will post on LinkedIn or, whatever, mostly LinkedIn, but that’s it’s effective when you are trying to, definitely trying to build up not just an audience for yourself, but an awareness for the brand that you represent.

And I see this done by a lot of founders, in the startup space who are trying to make a name for themselves and then through by proxy for their organizations. And I think if you have something specific to say and you’re good at writing, or you have people on your team who are good at writing these points and, capturing the essence of the narratives that you’re trying to push, then I do think it can be effective.

Ashey Segura: And would you see that best being used for acquisition or retention? Both

Shana Haynie: because that really is, that’s really just like the brand awareness, right? So that’s a way to build trust with the audience to show that you know what you’re talking about. And so if people see that the leader of the company knows what they’re talking about, or even just other employees in the company know what they’re talking about, then that kind of distributes this idea that there is this internal kind of expertise.

And I do think that permeates through, if people are in their acquisition stage and they’re trying to understand more about an organization, then that can be like a social proof in the right direction. And if you’re a customer. It probably makes you feel more comfortable that you’re working with and spending money with people who know what they’re talking about,

Ashey Segura: which with so many businesses and things being so saturated, it really can come down to something as simple as that as a potential customer choosing your organization over another because they saw the post from the CEO and I can align with the way that they spoke or something just resonated with them and really gave them that personal touch.

It really has come down to that with content these days and how customers and even retaining customers, I’ve seen a lot of instances to where customers jump ship from one company over to a competitor. Because of content that was produced. So are there any like any warnings or things that you definitely want to avoid when you’re working on a content strategy for either acquiring or retaining customers?

Shana Haynie: I think that really depends on how bold your brand wants to be. I think that in content, especially just in, it’s really hard to break through the noise these days. So sometimes going bold is going to be the best way. But I would caution against. Being tacky.

Ashey Segura: That’s a good thing to caution against, unless it works for your brand.

Some brands are really tacky and people love it.

Shana Haynie: Yeah, I guess tacky in the way of being, I don’t know, like not I don’t know how to describe it, like not being like professional or nice or, I don’t know if that, yeah, technically if that’s your brand, that’s fine, but you, it’s.

It’s got to be part of your brand and you have to own it.

Ashey Segura: Yes, exactly. You definitely have to own the content that you produce. It’s okay to make mistakes and pivot and fix them, but you do have to own the content that you produce. So if you’re looking to acquire new customers, focusing on SEO driven content, gaining new traffic, gaining new page views is the way to go.

If you’re looking for retention, that’s more of the sales collateral and thought leadership can piggyback somewhere in the middle for both of those. Is that an okay summary?

Shana Haynie: Yeah. Yeah. I think that summarizes it.

Ashey Segura: So then moving into the again, I have to drop it because I don’t think we’ve been able to have a single episode without talking about it.

Like moving into everything, being with AI and AI in this space, have you seen any examples of content, whether for acquiring new customers or retaining that is using AI and it’s working really well, whether it’s a part of their process or it’s in the final, Yeah. Standpoint or examples of not so great.

Shana Haynie: Yeah, I think when we say AI, there’s like a lot of different like ways that this can be used as part of marketing or content in general. A lot of people obviously focus on chat GPT and using AI to actually write content, but we have tools now that can be used to predict customer behavior just like Mo Engage.

And so these tools help marketers essentially. Understand what a customer is going to do and help them optimize towards the best path, like what content to serve them, what is going to work the best to get them to a conversion point or to get them to an engagement point that might be the goal. So I think the advancements in technology and automation are really strong for marketers right now from both like the B2B and B2C side.

And I think that if it can be used successfully with the data that you’ve collected, then your content. Is going to perform better and you’ll have more information about what content works and what doesn’t so that you can iterate

Ashey Segura: yet. I’m starting to preach quantity versus quality. And I spent like the last eight years.

Everything needs to be quality. Stop mass producing content. But now it’s about how fast can we get the data to figure out what worked and what didn’t work? What topics are really heading home and gaining new customers? Which ones are retaining the most? Which ones are we getting follow up questions for the CS, the customer success teams, and the faster we can get that data, the more educated we can make.

Decisions on our content strategy pivots when we need to like it, it really opens up a lot of opportunities. Tell me more about the data that you guys are doing and how all of that works.

Shana Haynie: So you mean like for us as a company or for our customers for your customers? Yeah so essentially the platform ingest data from everywhere.

So it’s pulls in data from your customer like your C. D. P. and your warehouse, your data warehouse and feeds it in your, even your C. R. M. If you have one and it feeds it into a platform that allows you to look at all of this in one way. Okay. And use the customers like interactions to create a journey or a set of journeys and kind of test them against each other.

And so there’s like a lot of ways that the data informs the strategy. And if you don’t have a way to do that, so let’s say everything is in these disparate systems, which is the case for a lot of companies who don’t have a customer engagement platform, they are not able to actually have a full view of what the customer journey looks like.

Okay. So that’s, and it’s super important. And to your point, like with the help of AI, now we can scale content production much more quickly than we were ever able to in the past. And so I think quality obviously is still important, but to your point, like making sure that you have enough stuff out there so that you can see what’s performing faster.

Is going to be like the name of the game.

Ashey Segura: Yeah, definitely. Especially when now everyone’s mass producing content that really is not that great. So there’s a lot of opportunities to produce really good content and you can do it at scale, even with limited resources. It’s really about being able to have data.

And if you guys are able to provide data on potential user points and user journeys, that’s huge to be able to dictate what kind of content you’re going to create next.

Shana Haynie: Yeah. And what kind of content to serve to a certain segment of customers at a certain point in time, just to make it so that it’s the most personalized experience they can have.

Ashey Segura: Yeah. That’s absolutely fantastic. As we wrap up, I would love to know what your current secret sauce is. What is a strategy, a tool, maybe even a book that you’re just loving right now?

Shana Haynie: Yeah. So I, and this is I’m a, this is a stronghold of something that I have developed in my career. I love.

Project management. I think it’s the definitely the I would say it’s my marketing like superpower. And so I have this and it has nothing really to do with content. It’s really more about operations and organization, but it helps me scale content programs that I’ve run in the past and make it easy for other people to understand where the content is, how it’s categorized, how to use it.

So for that, I use air table. That’s probably my favorite go to for content databasing. And then I use a sauna for task management. And I do think that those things have helped me streamline my entire career. Wow.

Ashey Segura: That’s amazing. Okay. So I’m really trying to dive into air table this year and set up as many automations as I can.

How exactly are you using air table? It, you mentioned operations. So where in the content strategy or planning or where do you use it?

Shana Haynie: So it is the database. It is the hub. So it’s internal. It’s the internal hub for our organization, at least for the team that I run on North America. And so basically it, it’s the place where you can put all of the content that you’re going to publish all the content that you plant, have published.

All the links, you can tag it different ways. You can say what campaign it’s part of, what the audience is. And I use it for sales enablement too. So I’ll have columns in there. Let’s say here’s like a social snippet you can use if you want to just copy paste and share it. So just trying to streamline the process a bit and consolidate everything, because I think that spreadsheets themselves are fairly outdated and we should not be using them for that type of thing anymore.

Ashey Segura: Yeah, definitely. It’s okay to still live in Google Drive every now and again, but there are easier ways now, thankfully. Yeah, for sure. Awesome. Thank you so much for being on the show today. Really appreciate everything that you shared. Yeah, of course. Thank you for having me.