To Gate or Not to Gate, That Is the B2B Content Marketing Question

Customer acquisition and retention expert Ruth P. Stevens contributed today's post. Named one of the "100 Most Influential People in B2B Marketing" by B2B Magazine, Ruth consults to large and small businesses and teaches at business schools around the world. Her latest book, co-authored with Theresa Kushner, is B2B Data-Driven Marketing.

There’s a spirited debate in B2B marketing about whether it’s best to give away information (aka “content,” like white papers and research reports) to all comers, versus requiring web visitors to provide some information in exchange for a content download. In other words, to gate your content or not to gate. The debate involves aspects of both ROI and philosophy. Myself, I lean toward the “gate it” camp, and here’s why.

I know that plenty of very smart and well-respected Internet marketing experts argue that free—unimpeded—distribution of content encourages both trust and, perhaps more importantly, wide dispersal and sharing of information. You’ll get to a much bigger audience, who will be educated on the solutions to their business problems, will be grateful for the free info and, one hopes, will think of you when they’re ready to buy.

The problem is that this model leaves marketers in a serious quandary. We don’t have any way of knowing who is reading our informative, educational and helpful content. We are left sitting on our thumbs, unable to take any proactive steps toward building relationships with these potential prospects. All we can do is wait for them to contact us and, we hope, ask us to participate in an RFP process, or, more likely, give them more info and more answers to their questions. Is that any way to sustain and grow a business relationship—not to mention meet a revenue target? In my view, it leaves too much to chance.

Myself, I grew up as a marketer in the world of measurable direct and database marketing. So it’s no surprise that I favor the gating side of the fence. I like marketing campaigns that provide predictable results. Where I can stand up in court and show a history of my campaign response rates, conversion rates, and cost-per-lead numbers. And most important, where I can reasonably expect to deliver a steady stream of qualified leads to my sales counterparts, who are relying on me to help them meet their quotas.

That’s my argument for gating content in B2B marketing. I understand the logic of the other side. And I see clearly situations where it makes sense to let the information run free—as a teaser, for example, to persuade prospects to come and get the richer information that is so useful that they’ll be falling all over themselves to give me their name, title, company name and email address. But what about you? Where do you sit in this debate? It’s a biggie.

Expectations

Washington, DC-based freelance writer Dan Bailes contributed today's post. His clients include the MacArthur Foundation, National Geographic, the Smithsonian and the State Department. Between assignments, Dan explores storytelling through his blog, The Vision Thing.

We make assumptions all the time.

At a meeting we might say "yes" to an idea, a project or a goal, but what do we expect with that "yes?" We might assume we're all on the same page—but is that really true?

On the road to success, the easiest way to stumble is to ignore expectations.

We often run into unspoken expectations when we're asked to create something specific, like a report, a video or an event. Since expectations are rarely expressed, they don't come to the fore until you present your work. Then you might hear: "Oh, that's not what I had in mind at all."

We can have a conversation, agree on goals, move a project forward, and still hit a brick wall because we haven't asked key questions.

How do you tease out what your boss, client or colleague expects before you start on a project? You ask questions:

• What do you want to accomplish?
• Why are you launching this project in the first place?
• Who is the project for?
• How will the project meet unmet needs or solve a problem?
• Once this project is out there, what do you envision happening—how will people respond?

Asking the right questions up front will help you make better decisions down the road.

What's the takeaway? Don't assume—ask!

Parents, Quit Mollycoddling

"Helicopter parents" have spawned a generation of incompetents, says Stanford’s former dean of freshmen Julie Lythcott-Haims and author of How to Raise an Adult.

She recently told the Los Angeles Times that a helicopter parent is incapable of raising a future worker, "Somebody who pitches in, who rolls up their sleeves and says, 'How can I be useful here,' instead of, 'Why isn't everyone applauding my every move?'"

Before powered flight, texting and nanny cams, our forebears had a term for helicopter parenting: mollycoddling.

Coddling in the 18th century meant to treat someone as if he or she were an invalid. The word derived from caudle, a drink served to the sick. Molly derived from an 18th century pejorative for a gay man.

A man who was considered timid and ineffectual was thought to have been raised by overprotective parents, or mollycoddled.

Thank goodness, invalids no longer have to drink gruel; or gay men, prove they're courageous.

But I like old words.

So I urge overprotective parents: you're jeopardizing America's competitiveness and your child's future income! Quit mollycoddling.

Wheel of Fortune

My maternal grandfather, a watchmaker, survived the Great Depression by operating a carnival wheel in an amusement park in Newark, New Jersey.

Today, the wheel hangs on a wall in my home, a gaudy artifact symbolizing weird work and small wagers, and the legacy of a man whose real trade was time.

Most of my grandfather's biographical details are lost, but at least one is clear: despite the Depression, he stayed in the game.

Fortunate are the people who—as he did—show up, learn new skills, take risks, think weird.

They don't surrender to the feeling they're hostages or has-beens. They choose instead to be bootstrappers.

Right now, two generations, Millennials and Boomers, are joined at the hip by the prospect of near-poverty.

They're placing bets on the next spin of the wheel.

The bootstrappers are mastering new, adaptive skills. 

The rest are at home, consuming games and gameshows.

Which are you doing?

Terms of Endearment

The role terms play in the marketing mix isn't discussed outside the pages of the Harvard Business Review.

But your terms matter to prospects.

Here's a case study.

Recently, Bob (yours truly) shopped Craigslist for the services of a freelance editor, on his employer's behalf. Based on his Craigslist ad, Steven seemed a capable choice. Bob phoned Steven, described the project, and sent him background materials.

Below, verbatim, is their email exchange immediately after that call.

From Steven to Bob

I've read over the attached documents and have a good grasp on what you want in terms of the scope of the editing. I can realistically accommodate the edits for the 400 documents you've stipulated for $475 and have them ready within your two month time-frame. Or, if you'd like them ready within one month's time, I could accommodate that for $599. Just let me know which option you choose. Also, if there are any other stylistic recommendations you have for the revisions go ahead and send those over to me. I accept Google Wallet for payment. To proceed, go ahead and send your payment, via Wallet, to me and then I can confirm, put this on my schedule and get started.

From Bob to Steven

Wow, I think you are underpricing this project. A few thoughts:

• How much time do you think you’d devote to each document?
• Advance payment on line won’t work. We can pay in installments or a lump sum, but only as satisfactory work is delivered.
• Doesn’t the style guide I sent you make clear the “stylistic recommendations” desired?

From Steven to Bob

You're right. I sent you a quote meant for a different client. Realistically, I could accommodate this within 2 month's time for $3,500 or within one month's time for $3,999. However, I do not accept checks (they have that pesky ability to bounce...) and I do not do work without a payment, or at least a serious deposit, in advance. You came to me so please abide by the processes that I work by. Otherwise, I'd have to deny this request due to lack of seriousness. The only other payment methods I accept are Square Cash, Chase Quickpay or bank transfer.

As the Harvard Business Review might put it, "Steven's terms erected a considerable obstacle to Bob the Buyer's consideration."

By insisting on online prepayment, Steven demonstrated he works only with students and, perhaps, the occasional entrepreneur. He failed to grasp, in this case, his prospect represented an 88 year-old, multibillion company with customers like McDonald's and Microsoft.

The rest of their email exchange follows, again verbatim.

From Bob to Steven

No thanks, Steven.

From Steven to Bob

No skin off my nose. You're obviously a joker or a scammer. Before you waste more time trolling the Craigslist ads like a desperate prostitute, you should know that no self-respecting professional is going to be doing any work without payment upfront. Perhaps if you weren't a senior citizen you'd realize this is how commerce in the 21st century works.

Do your terms cost you customers?

How about your manners?