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Jeanel Carlson

How to Choose the Right B2B Tech Marketing Agency

Insights from B2B Marketing and Branding Experts at OakBloom Marketing

 

Most startup founders believe their idea is disruptive – that’s why they’re building a company. The real challenge comes when they realize a great idea does not naturally attract customers without significant effort. Product-led businesses can be effective, but they still require smart marketing and branding. And even the most revolutionary products need effective marketing to stand out.


A strong messaging and branding foundation is key. Without knowing your customers and how to talk about your value as a business, tactics like digital marketing or social media campaigns won’t work.


The good news: if you’ve made it this far with your startup, you’ve likely got the resilience to tackle building a proper marketing strategy. Let’s dive into how you can leverage a fractional marketing agency to jump-start your growth.


In this FAQ-style blog, we'll explore how to choose the right marketing agency, what a startup marketing agency is, and how OakBloom Marketing sets itself apart from traditional marketing and public relations (PR) agencies to become a true extension of your team.


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Finding a team that checks all your boxes can be challenging. Use this guide to understand if we're the right fit.


Frequently Asked Questions (FAQ)


What is a startup marketing agency?


Q: How do you define a Startup Marketing Agency?

A startup marketing agency is a specialized firm with experts that provide comprehensive marketing services tailored to the unique needs of startups. Startup marketing agencies understand the challenges that startups face, such as limited budgets, lack of experts, the need for rapid growth, and the importance of establishing a strong market presence quickly.


Q: How does a startup marketing agency operate or support startups?

A startup marketing agency operates similarly to other marketing firms but stands out due to its specialized knowledge of the unique challenges faced by small businesses. The startup agency crafts customized strategies to help clients overcome obstacles in their specific industry or niche.


Here’s how these agencies uniquely support startups:


Flexibility: The early phases of a startup can be tumultuous. Startup marketing agencies are equipped to scale and adapt quickly. For instance, if a client experiences sudden growth, they can help you scale by bringing in fractional resources to plug and play based on your needs. Read the blog about leveraging fractional resources.


Branding and Launch Support: Unlike established businesses that seek marketers to rejuvenate their brand, startup agencies assist right from the inception. This is particularly crucial for startups that might not yet have a brand or product in the market or a team that can support the critical work to build the marketing and brand strategy. A startup marketing agency helps the startup build the right foundations from branding, messaging, and strategy. Without a solid foundation, other market efforts may become a wasted effort.


Budget-Friendly Solutions: Startup marketing agencies consider budget constraints and offer cost-effective solutions such as coaching or advisory services. Understanding that financial strain is a common reason for startup failures, they focus on maximizing impact without overspending or wasting resources.


How To Choose the Right Marketing Agency, Does OakBloom Marketing Differ from Other Agencies?


Q: How does OakBloom Marketing distinguish itself from tactical digital marketing agencies?

Tactical digital marketing agencies often focus on executing specific marketing tasks such as search engine optimization (SEO), pay per click (PPC), or social media management. While these tasks are important, OakBloom Marketing takes a more holistic approach. They build a cohesive strategy that aligns with the overall business goals of the startup. This includes everything from brand development and content creation to execution and measurement.


Q: What sets OakBloom Marketing apart from traditional PR firms?

Traditional PR firms focus on media relations, reputation management, and public communication. While these elements are crucial, OakBloom Marketing goes beyond providing a full spectrum of marketing services. This includes building the right strategy, audience-focused messaging, content strategy, and performance analytics, ensuring that every marketing effort aligns with the startup's growth objectives. Part of OakBloom’s content strategy offers media relations strategy and pitches for earned media placements or speaking engagements. OakBloom looks at the earned and owned media strategy before jumping into costly PPC advertising.


Q: How do I decide if I need a strategic fractional marketing leader or agency?

Fractional agencies, like OakBloom Marketing, become integral members of your team, working closely with your organization to develop and execute strategies. They build deep understanding across a more limited portfolio of clients to provide customized and dedicated, holistic guidance. In contrast, the traditional marketing agency business model involves a higher volume of clients and more junior-level staff. This structure translates to handling specific tasks or campaigns on an executional basis well but often lacks time to build the deep business knowledge required to be strategic for clients. For example, a digital marketing agency may offer a wide range of specialized services like search engine optimization, but remain tactical and won’t tell you what specific business objectives and campaign themes should be supported by digital marketing like a fractional agency. Choosing between the two depends on your business needs and goals.



The OakBloom Marketing Philosophy


Q: What is the core philosophy of OakBloom Marketing?

OakBloom Marketing operates with the philosophy of becoming a true extension of its clients' teams. They believe in a partnership approach, where they work closely with startups to understand their unique challenges, goals, and market dynamics. This collaborative effort ensures that every marketing strategy is customized and optimized for maximum impact.


OakBloom becomes your strategic team partner, who is: 

  • Business-focused

  • Impact-driven

  • Audience-obsessed

  • Startup-minded


OakBloom values kind and direct communication, with excellent hands-on execution. The team thrives on working smart — because it doesn’t have to be hard. Working well and working well together are critical to success.


Key Services Offered by OakBloom Marketing

Q: What are some key services provided by OakBloom Marketing?


Discovery & Audit - a recommended prerequisite for all services below

  • Kick-off call, access to data/docs/company goals & marketing budgets

  • Business review:

    • Key stakeholder interviews with 2-3 leaders 

    • Customer insight learning:

      • Intake of existing customer feedback (survey) and key materials, such as net promoter score (NPS), satisfaction data, win/loss data, and pain points for analysis

      • Optional add-on: Customer interviews and/or developing customer feedback survey 

      • Marketing data review: web traffic, conversions, social engagement and following, and blog traffic

    • Competitor analysis of top 2 competitors

    • External presence and messaging audit 

      • Exec/Co-founders (2) personal brand audit

      • Brand positioning and messaging audit

      • Blog and social presence

  • Readout: Strengths, weaknesses, key findings, and recommendations


Brand Development:

  • Crafting a unique brand identity that resonates with the target audience.

    • Developing brand guidelines to maintain consistency across all platforms

  • Clear audience breakdowns

    • Ideal customer profiles and/or personas

    • Audience Insights

  • Brand messaging guidelines

  • Mission/vision/values

  • Tone and voice

  • Tagline options

  • Positioning

  • Elevator pitch

  • Key business messages for the core audience 

  • Product/service messages


Content Strategy and Creation:

  • PR and content strategy

  • Producing high-quality content that engages and informs the audience

  • Implementing content marketing strategies that drive traffic and conversions


Founder Personal Brand Story Development

  • Exercises to uncover the founder story, coaching sessions, and review of materials

  • Workshop to tie your story to the company messaging 

  • Communication coaching on delivery to reporters, speaking engagements, and more.


Add-on services:

  • Media training

  • Pitch strategy and speaker training

  • Personal social strategy


Strategic Marketing Plan

  • Top 3 marketing goals/priorities

  • Building blocks strategic roadmap with immediate actions

    • Top strategies and tactics for key channels (social, blog, web, etc.)

  • Execution of top 2-3 priorities. 

  • Project Plan


The OakBloom Marketing Process

Q: What is the typical process that OakBloom Marketing follows with a new client?

  1. Discovery and Audit

    • Conducting a thorough analysis of the startup’s market, competitors, and current marketing efforts with a read-out of key recommendations.

  2. Strategy and Audience-focused Messaging

    • Developing a comprehensive marketing strategy tailored to the startup’s goals and resources.

    • Creating clear audience breakdowns developing ideal customer profiles and/or personas. Conducting internal interviews to uncover audience Insights.

  3. Implementation

    • Executing the marketing strategy with a focus on agility and adaptability.

    • Ensuring all marketing activities are integrated and aligned with the overall business objectives.

  4. Monitoring and Optimization

    • Continuously tracking the performance of marketing campaigns.

    • Adjusting strategies and tactics based on data and insights.

  5. Reporting and Communication

    • Providing regular reports and updates to keep the startup informed of progress and results.

    • Maintaining open lines of communication to address any concerns and make collaborative decisions.

Q: What is The Bloom Method?

The Bloom Method is OakBloom Marketing’s five-step framework cultivates success at every stage — from strategy to hands-on execution.


  • Break down audiences

  • Leverage advantages

  • Own awareness  

  • Orchestrate allies and approach

  • Measure, iterate, succeed

OakBloom uses this framework to guide the client intake process and the approach to solving challenges for customers.


Success Stories and Testimonials


Q: Can you provide examples of startups that have benefited from working with OakBloom Marketing?

OakBloom Marketing has a proven track record of helping startups achieve significant growth. Here are some recent success stories:

  1. FinTech Startup: OakBloom Marketing helped a fintech startup develop an influential pitch deck resulting in investor funding that they initially struggled to secure.

  2. HR Services Business: OakBloom Marketing enabled an HR Services company to audit its business, define its target customers, craft influential messaging, and develop a strategic marketing plan to boost its brand and lead generation.


Why Choose OakBloom Marketing?


Q: Why should startups choose OakBloom Marketing over other agencies?

Startups should choose OakBloom Marketing because of their deep focus on the unique challenges faced by startups, their holistic approach to marketing, and their commitment to becoming a true extension of the client’s team. OakBloom Marketing’s focus on audience-focused strategies, continuous optimization, and collaborative partnership ensures that startups can achieve their growth objectives efficiently and effectively.


Q: Who are the founders of OakBloom Marketing?

OakBloom founders Jeanel Carlson and Emily James provide over 35 years of combined marketing communications experience in consumer and business with a proven track record of success. Here’s a snapshot of work at agencies and in-house.


Q: How does OakBloom Marketing ensure that its strategies are aligned with a startup's business goals?


OakBloom Marketing begins every engagement with a detailed discovery phase, during which they thoroughly analyze the startup's market, competitors, and current marketing efforts. They then develop a customized marketing strategy that aligns with the startup's specific goals and resources. This collaborative approach ensures that all marketing activities are integrated and focused on achieving the startup’s business objectives.


Q: How does OakBloom Marketing handle scalability as the startup grows?

OakBloom Marketing is built to scale with its clients. As the startup grows, OakBloom adjusts its strategies and resources to meet the evolving needs of the business. This includes expanding the scope of work and marketing activities, adding fractional experts to the team, leveraging new channels, and continuously optimizing performance to ensure sustained growth.


Startups need a dedicated marketing partner like OakBloom Marketing to stop swirling and to start growing success. By offering a holistic approach that integrates strategic marketing, branding, and content strategy, OakBloom Marketing sets itself apart from traditional PR firms and tactical marketing agencies. Their commitment to becoming a true extension of their client's teams ensures that startups can navigate the complexities of marketing and achieve their growth objectives efficiently and effectively.


For more insights on startup marketing strategies and to learn how OakBloom Marketing can help your business thrive, visit OakBloom Marketing.

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