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8 Things to Look For in Your Data Visualization Agency

Data visualization is an incredibly valuable tool for marketers. It helps you communicate important insights in a visual way, helping you deliver your message more impactfully. But not everyone does data design right—even if they say they do. A good data visualization agency knows data is about more than charts and graphs; it’s about bringing your data to life.  

How to Find a Data Visualization Agency

To make the hunt a little easier, here are 8 great questions to ask to help narrow down your search for the right data visualization agency.  

1) Do they demonstrate their data expertise?

Many agencies can churn out an infographic, but a great data visualization agency knows the fundamentals of data. They don’t just design; they can analyze and dig into the data to uncover interesting insights. They should also demonstrate that knowledge and share their knowledge and expertise freely. You want to know you’re working with true experts.

2) Do they turn data into stories?

Data analysis is only step one of creating a great data visualization. Turning those insights into a solid narrative and using data visualization to support that narrative is what will make your project truly successful. You don’t just want a data visualization agency to plug your data into a design program. You want them to help you create the most impactful narrative possible.  

3) Do they design data according to best practices?

Now here’s where a lot of agencies fall short. Yes, you can design a chart. Yes, you can add a pretty illustration. But this is not what true data visualization is.

The entire point of the art is to make data as comprehensible as possible, to present it in the most easy-to-digest format. There are subtle but very effective ways to do this. The way you label, order, or use color can help or hurt your data visualization. (You can find out more about best practices in our Data Visualization 101 e-book.) Ask them about their data design philosophy to get a sense of how they approach it.

4) Do they work in different mediums?

There are many ways to present data visualizations, including infographics, interactive experiences, video, and more. The format you choose is informed by your data story, which is why it’s so important to work with someone well-versed in data storytelling. They should be able to design whatever the data requires.

5) Have they created similar work before?

If you have a specific idea in mind, you want to work with a data visualization agency that has the skills and experience to execute it for you. (You also want someone who can tell you if your idea doesn’t serve the data well.) Take a look at their portfolio to see if they’ve created similar work or have experience with similar clients or industries.

6) Do they have a good response when you ask them what their favorite type of chart is?

You want to work with people who are passionate about their craft. Asking this question will give you a sense of their knowledge and enthusiasm for data visualization. Trust us, any self-respecting data nerd will have an answer. (And if you want to hear some very strong opinions, you might also ask them which side of the pie chart debate they’re on.)

7) What recent piece of work are they particularly proud of, and why?

You can comb through their portfolio to get a sense of what they do, but if you aren’t the most data-literate person, it’s likely you’ll miss the nuance and craftsmanship that goes into a strong data visualization. Having them explain their thought process behind a design or what they did to help enhance comprehension will give you a sense of their creative process and problem-solving skills.

6) Do they have thorough and thoughtful processes?

There are a lot of moving parts in a major data visualization project. Content needs approval, brand guidelines needs to be communicated, data need to be double-checked. If these responsibilities are unclear, if they fall through the cracks, or are ignored completely, it can affect the quality—and credibility—of your data visualization. Make sure you are clear on how they work, and how they expect to work together with you.

7) Are they transparent with you?

You want a creative partner you can rely on to produce good-quality work. If they seem less than confident, if their pricing is murky, or if you get a general bad vibe, it’s best to move on. Again, a lot of agencies claim that they can do any data visualization, but it is a very specific skillset that requires true expertise.

8) Do they approach projects as collaborative?

You don’t want an antagonistic partner, but you don’t want a total yes-man either. A great piece of data visualization happens when the best ideas make it to the front—regardless of ego. If you have a great design suggestion, they should be open to it. If you’re heading in the wrong direction, you want them to tell you so. The goal is the best project possible. Work with a data visualization agency that puts that value above all else.

Ask these questions while you’re on the hunt and you should be able to find the right partner fairly painlessly. But remember: Finding your partner is only the beginning.

How to Work with Your Data Visualization Agency

If you want your brand to get the best work from your agency, it’s important to establish a good rapport from the jump. Here are a few tips to make the process a little smoother.

  1. Communicate a clear goal. Your data visualization agency is made up of expert designers and data storytellers who are adept at creating visualizations to communicate a specific purpose. They need to know not only what the goal is for this particular project but how it plays into your larger communication goals. Is it meant to engage people on social? Will it be used at a tradeshow? This info will influence their decisions at every stage, from the language they use to the format they use to present the data. Start off on the right foot with a detailed creative brief to clue them in. Here’s how to write one if you haven’t done it before.
  2. Educate yourself about data storytelling. It always helps to share a basic understanding of what data storytelling really is. To understand the value of data visualization, find out why data-driven storytelling helps brands, and learn about why our brains love data visualization.
  3. Don’t just dump your data on them. It’s exciting to have a partner who can dive into your data, but that doesn’t mean they’re your personal assistant. Far too often a client will get so excited they’ll send over every single piece of data they have, giving us a veritable ocean of data to wade through. This wastes precious time for the data visualization agency and, ultimately, your organization—the longer they take, the longer you wait. When you deliver data, it should be organized, complete, and a decent amount of data. (Sometimes people come to us with three stats and ask us to turn it into a data story. Other times, it’s an insane database of randomness.
  4.  Let them extract the most meaningful insights. You may already have a story in mind—and you may have the data to support it—but there may be a more interesting angle in that data. (Sidenote: We hate to see people try to retrofit data just because they have a “great” idea. Not only does this result in a weaker story but you risk misrepresenting data, which can hurt your credibility.) You should have filled your data visualization agency in on the project’s goal, so let them help extract the most valuable insights to achieve that goal.
  5. Collaborate on the story. Once the most interesting insights are uncovered, it’s vital to shape a narrative that will communicate them with the most impact. This is a highly collaborative process. You know who you’re trying to reach—how they think, what problems they face, the language they use—so you should help guide your data visualization agency. We believe the best story wins, no matter who it came from. 

Follow these tips and you should be able to form a productive and creative partnership together. Of course, we’d be happy to build that partnership with you. If you’re looking for someone to turn your spreadsheets into a compelling data story, reach out.

Content strategy toolkit CTA data visualization agency

25 Tips to Instantly Improve Your Data Visualization Design

Data visualization design is both an art and a science, which is why it can be challenging for noobs to master. But if you want to master data storytelling—and make a strong impact through content—it’s a crucial skill.

The Power of Data Visualization

Your brain is prewired to process visual content much quicker than text, which is why data design is so effective. By “seeing” the data, it is easier for your brain to intake, synthesize, and retain the information presented.

To see the power of data visualization at work, watch this quick video. 

https://vimeo.com/29684853

Unfortunately, a lot of people think that slapping a few charts together means you’re doing data visualization design well. Not only are you not doing it well; you might actually be hurting your brand. Subpar data design comes in many forms—a confusing visualization, mislabeled data, 3D charts that skew perception, etc. In these cases, your credibility may be on the line, and nobody wants that.

Even if you’re not misrepresenting data, if you aren’t presenting it in its most optimized form, you’re doing a disservice to your reader. Luckily, there are many simple things you can do to ensure your data stories make the impact they should.

So, if you’re ready kick your data visualization design game up a notch, we’ve compiled our team’s best tips to help you fix common data design mistakes and enhance your existing data visualizations, one chart at a time. We even arranged this list by category in case you need a quick reference. We hope they help.

25 Tips for Data Visualization Design

To start, let’s cover a few general things to keep in mind. Remember that every data visualization design choice you make should enhance your reader’s experience—not yours. (Sorry, but it’s not about showing off your sweet line-art skills.) Follow these tips to do your data justice.

1) Choose the chart that tells the story. There may be more than one way to visualize the data accurately. In this case, consider what you’re trying to achieve, the message you’re communicating, who you’re trying to reach, etc.

2) Remove anything that doesn’t support the story. No, that doesn’t mean you kill half your data points. But be mindful of things like chart junk, extra copy, unnecessary illustrations, drop shadows, ornamentations, etc. The great thing about data visualization is that design can help do the heavy lifting to enhance and communicate the story. Let it do its job. (But don’t use 3D charts. As previously mentioned, they can skew perception of the visualization.)

3) Design for comprehension. Once you have your visualization created, take a step back and consider what simple elements might be added, tweaked, or removed to make the data easier for the reader to understand. You might add a trend line to a line chart, or you might realize you have too many slices in your pie chart (use 6 max). These subtle tweaks make a huge difference.

data storytellingComparison

Data visualization makes comparison a lot easier, letting you actually “see” how two different data sets stack up to each other. But just putting two charts side by side doesn’t necessarily accomplish that. In fact, it can make it more confusing. (Ever tried to compare 32 different pie charts? Yeah, didn’t think so.)

4) Include a zero baseline if possible. Although a line chart does not have to start at a zero baseline, it should be included if it gives more context for comparison. If relatively small fluctuations in data are meaningful (e.g., in stock market data), you may truncate the scale to showcase these variances.

5) Always choose the most efficient visualization. You want visual consistency so that the reader can compare at a glance. This might mean you use stacked bar charts, a grouped bar chart, or a line chart. Whatever you choose, don’t overwhelm by making the reader work to compare too many things.

6) Watch your placement. You may have two nice stacked bar charts that are meant to let your reader compare points, but if they’re placed too far apart to “get” the comparison, you’ve already lost.

7) Tell the whole story. Maybe you had a 30% sales increase in Q4. Exciting! But what’s more exciting? Showing that you’ve actually had a 100% sales increase since Q1.

data visualization design 1

Copy

Data is about numbers, certainly, but it is generally used in conjunction with copy to help provide context for the point at hand. That said, in many data visualizations, infographics, and e-books, we see data visualization and copy working against each other instead of together.

8) Don’t over explain. If the copy already mentions a fact, the subhead, callout, and chart header don’t have to reiterate it.

9) Keep chart and graph headers simple and to the point. There’s no need to get clever, verbose, or pun-tastic. Keep any descriptive text above the chart brief and directly related to the chart underneath. Remember: Focus on the quickest path to comprehension.

10) Use callouts wisely. Callouts are not there to fill space. They should be used intentionally to highlight relevant information or provide additional context.

11) Don’t use distracting fonts or elements. Sometimes you do need to emphasize a point. If so, only use bold or italic text to emphasize a point—and don’t use them both at the same time.

data storytelling

Color 

Color is a great tool when used well. When used poorly, it can not just distract but misdirect the reader. Use it wisely in your data visualization design.

12) Use a single color to represent the same type of data. If you are depicting sales month by month on a bar chart, use a single color. But if you are comparing last year’s sales to this year’s sales in a grouped chart, you should use a different color for each year. You can also use an accent color to highlight a significant data point.

13) Watch out for positive and negative numbers. Don’t use red for positive numbers or green for negative numbers. Those color associations are so strong it will automatically flip the meaning in the viewer’s mind.

14) Make sure there is sufficient contrast between colors. If colors are too similar (light gray vs. light, light gray), it can be hard to tell the difference. Conversely, don’t use high-contrast color combinations such as red/green or blue/yellow.

15) Avoid patterns. Stripes and polka dots sound fun, but they can be incredibly distracting. If you are trying to differentiate, say, on a map, use different saturations of the same color. On that note, only use solid-colored lines (not dashes).

16) Select colors appropriately. Some colors stand out more than others, giving unnecessary weight to that data. Instead, use a single color with varying shade or a spectrum between two analogous colors to show intensity. Remember to intuitively code color intensity according to values as well.

17) Don’t use more than 6 colors in a single layout. Enough said.

data visualization design 4

Labeling

Labeling can be a minefield. Readers rely on labels to interpret data, but too many or too few can interfere.

18) Double check that everything is labeled. Make sure everything that needs a label has one—and that there are no doubles or typos.

19) Make sure labels are visible. All labels should be unobstructed and easily identified with the corresponding data point.

20) Label the lines directly. If possible, include data labels with your data points. This lets readers quickly identify lines and corresponding labels so they don’t have to go hunting for a legend or similar point.

21) Don’t over label. If the precise value of a data point is important to tell your story, then include data labels to enhance comprehension. If the precise values are not important to tell your story, leave the data labels out.

22) Don’t set your type at an angle. If your axis labels are too crowded, consider removing every other label on an axis to allow the text to fit comfortably.

data visualization design 5

Ordering

Data visualization is meant to help make sense. Random patterns that are difficult to interpret are frustrating and detrimental to what you’re trying to communicate.

23) Order data intuitively. There should be a logical hierarchy. Order categories alphabetically, sequentially, or by value.

24) Order consistently. The ordering of items in your legend should mimic the order of your chart.

25) Order evenly. Use natural increments on your axes (0, 5, 10, 15, 20) instead of awkward or uneven increments (0, 3, 5, 16, 50).

data visualization design 6

How to Master Data Visualization & Storytelling

Of course, if you really want to stay on top of your game, make sure you’re up-to-date on best practices for data storytelling at every stage of the process.

If you still need a little help with your data storytelling, don’t be afraid to seek outside help. Here are a few tips to find the right data visualization agency, as well as tips to work together once you do. We’re also happy to talk through any of your data design challenges—seriously, we’re data geeks.

6 Ways to Get the Bullshit Out of Your Data Visualization

Good data storytelling can do wonders. It helps you find interesting insights. It helps you tell unique stories that people want to hear. And with beautiful data visualization, you can deliver that story, no matter how complex, in an easy-to-digest package. This is why data visualization is such a useful tool—and why it’s become so popular. But like many things, the more people do it, the more mistakes get made. This is a disservice not only to the practice but to the very people these data visualizations are for.

At the very least, bad data visualization is a nuisance. At worst, it can seriously hurt your readers’ trust in you, and, ultimately, your relationship. We are on a mission to rid the world of BS visualization, so we’re breaking down 6 ways to avoid the bad data visualization epidemic. Keep these in mind for your next project.

1) Use Really Good Data

Good data storytelling starts with good data. But in an “alternative facts” world, not all data is good data—and because people want to jump on the data train, they’re churning out infographics right and left with subpar sources. That is some major BS. So how do you know what counts as “good” data?

  • It comes from a solid source: Data can be tricky because it can be easily misrepresented or inaccurately collected by organizations with an agenda. Source your data from trusted, credible sources. Even better, use your own internal data. Here are a few more tips on how to properly source data, as well as some great places to find data if you’re stuck.
  • It’s clean and complete: Missing or incomplete data can affect your interpretation and throw things off. Before you dive in, clean and sort data so you know you’re working with the right stuff.
  • It has a story: Just because you inject a few stats into a blog post doesn’t mean you’re really doing data storytelling. A great story lies in the interesting insights you extract from a data set. Follow our primer to find out how to find a story in your data. (It also has tips on cleaning your data, too.)  

2) Tell the Full Story

It’s tempting to hone in on a single data point that supports a pre-conceived narrative, but if it doesn’t really fall in line with what the data is telling you, don’t present it as such. For example, let’s say your team saw a 50% increase in sales in Q1. Showing that increase alone makes it look like you’re killing it. But if you include the full set, including numbers from the previous quarter that show a 75% decrease in sales, it’s a very different story. Data helps you establish trust and build a relationship by showing readers information. Withholding or misrepresenting erodes that trust in a second.

Example: We used data from the Clarity‘s Global Entrepreneurship Monitor Report to craft an interesting infographic about the ages that entrepreneurs are most likely to pursue their business. With that data, the reader was able to see the larger picture and identify where they land on the age spectrum.

 Data visualization tips

3) Choose the Right Chart

We admire any designer who attempts data visualization—so long as they take the time to learn how to properly do it. (To start, check out our guide to designing the most common charts and graphs.) Choosing the right visualization is crucial not just to the aesthetic of your piece but also to your readers’ understanding. Did you know 3D charts can visually skew data? That patterns distract from the data? That negative numbers should never be represented with the color green? These may seem like pesky rules, but they do affect the way a chart is interpreted.

4) Don’t Make Your Reader Do More Work

Data visualization is all about making things easier to understand and interpret. But oftentimes little things can interrupt the experience, like when…

  • A reader has to hunt for a chart legend
  • The legend is so far away from the chart they have to keep looking back and forth to try to make sense of what they’re seeing
  • Data that is meant to be compared is presented in two separate, difficult-to-compare charts (e.g., five pie charts side by side vs. two stacked bar charts together)

The beauty of data visualization is that you use the best of both worlds—design and text—to enhance. So let design do the heavy lifting where needed. After you design anything, give it a pass to see if anything may be added, removed, or condensed to improve comprehension. For more on this, see the 8 design mistakes you should avoid in your visual communication.

Example: We partnered with the NFL to produce print reports featuring data and analytics for each team’s web performance. Each report contained detailed information, presented in an appropriate visualization. 

data visualization

5) Ditch BS Chart Junk

Design can do a lot to enhance your data visualization. But too many designers care more about the design than the data. This results in a lot of unnecessary chart junk. These cluttered charts, filled with icons, illustrated characters, or outrageous creative “treatments,” make us cringe—definitely not the reaction you want.

6) Double Check E-V-E-R-Y-T-H-I-N-G

Obviously, you’re not willfully trying to sabotage your data visualization. But regular old carelessness is usually the cause of the biggest mistakes we see. (Remember the Fox News pie chart that totaled 193%?) Something always happens when data travels from spreadsheet to fully designed layout. That stray label, transposed number, or missing data point can throw everything out of whack. Things to keep an eye on:

  • Labels: Are they all there, and do they match the data?  
  • Numbers: Do they match the original text?
  • Visualizations: Do the bar charts match the data? Are bubbles sized proportionately? Is each segment on your pie chart accurate?
  • Copy: Are chart labels, legends, etc. typo-free? Is anything cutoff or misplaced?

Always give it a final pass before you send it into the world.

Above all, if you really want to keep the BS out of your data visualization, always challenge yourself to improve your skills. To get started, here are a few more resources to keep you on your toes:

If you still need a little help with your data storytelling, we’d love to work together.

7 Data Storytelling Tips From Centuries-Old Data Visualization

Although the infographic Renaissance has triggered its resurgence, data visualization is nothing new. For hundreds of years, data designers have brought numbers to life to give us better insight into the world around us—and their data storytelling lessons are as relevant as ever.

To take a little walk down memory lane, we’re showcasing historic data visualizations that demonstrate great data storytelling. From data labeling to proper comparison, here are 7 things you can apply to your own data visualizations.

1) Keep the Focus on the Data

Historic data visualization Charles_Joseph_Minard_-_Émigrants_du_Globe (2)

Charles Minard’s 1858 “Les Émigrants du Globe” map was a simple depiction of immigration patterns. Simple is the keyword here. There are no over-illustrated continents that distract from the immigration routes. There is no unnecessary labeling (beyond the simple continent name), and the key is simply colored. Everything is easy to track and discern. It’s simplicity at its best.

2) Label for Comprehension

historic data visualization

While it feels like there’s a lot going on in this 1865 chart depicting British coal production from 1850-1864, Minard helped make the data more accessible through useful labeling. We see the X and Y axis labeled in increments for context, along with grid lines and directly labeled sections, color-coded for distinction. (Note that he didn’t also include a colored key, which would have been redundant.) Well-labeled charts reduce interpretation time, helping increase comprehension.

3) Choose the Most Effective Data Visualization

Historic data visualization

There are many ways to display data, but the goal is always to tell the strongest story. That’s what Florence Nightingale was determined to do when she and William Farr analyzed death rates during the Crimean War and realized that most soldiers had not died in combat; it was actually “preventable diseases” that claimed the most lives.

To convince Queen Victoria and Parliament to invest in better sanitary conditions, she needed to present the data in its most impactful way—as she said, “to affect thro’ the Eyes what we fail to convey to the public through their word-proof ears.” In 1858, she created the “Diagram of the causes of mortality in the army in the East,” which featured the entirely new polar area chart, a variation of the pie chart. The visualization shows death by month, color-coded by cause of death. The chart showed the story impactfully, and she successfully argued her case for better sanitary conditions.

4) Tell a Comprehensive Story

Historic data visualization

The beauty of data visualization is that you can communicate far more information in a more digestible package than you can with text alone. While that doesn’t mean you have to use every piece of data at your disposal, you can tell a rich story in a single visualization. Charles Minard’s 1869 map of Napoleon’s Russian campaign shows this well.

As data visualization expert Edward Tufte notes, “Minard’s graphic tells a rich, coherent story with its multivariate data, far more enlightening than just a single number bouncing along over time. Six variables are plotted: the size of the army, its location on a two-dimensional surface, direction of the army’s movement, and temperature on various dates during the retreat from Moscow. It may well be the best statistical graphic ever drawn.”

5) Order data for comprehension

Historic data visualization

True data visualization artists know that data visualization is about more than displaying data; it’s about displaying data so the reader understands that information quickly and completely. Simple details like ordering do a lot to enhance the experience of viewing a data visualization.

This is demonstrated with William Playfair’s “The Commercial and Political Atlas” from 1786, depicting Scottish exports and imports throughout the year. Playfair depicted the data in ascending order so the viewer could quickly identify the most active regions. To order effectively, arrange data numerically, alphabetically, or sequentially.

6) Compare for Context

historic data visualization

One of the biggest benefits of data visualization is the ability to not just “see” but be able to compare data points. Playfair’s 1805 “Chart of Universal Commercial History” plots the ebb and flow of regions throughout history, allowing us to see the individual story compared to the larger view. These types of micro/macrocosm looks help provide context and color to a data story.  

7) Make it Beautiful

Historic data visualization

While data visualization best practices have changed, the art remains just that—an art. This specimen from the Rand McNally World Atlas was published in 1890. The subject is certainly less than thrilling (“National Debts of Foreign Countries and the U.S. in 1890”), but it is so damn pretty you’d want to hang it in your office today.  

Although we can always learn from history, data visualization is an ever-evolving practice. To make sure you stay on top of best practices, here are a few posts that can help:

If you need a little help with your data storytelling, we’d love to work together.

10 Creative Ways to Repurpose Your Data Visualizations

Great data storytelling languishing in blogs, a beautiful chart hiding on a designer’s desktop, a great graph shared once in an infographic—these are some of our biggest pet peeves, because a great data visualization should never go to waste. It takes a lot of time and skill to produce beautiful data visualizations, and we think you should get the most mileage out of anything you put that much energy into.

10 Ways to Reuse a Data Visualization

That’s why we encourage you to republish, repurpose, remix, and reuse your data visualizations as much as possible. (We actually call this a divisible content strategy, which you can read more about here.) We know that it’s easy to wrap up a project and move on, but you should really look at all content you create through two lenses:

  1. How you’ll use it in its first iteration
  2. How to use it to extend the shelf-life of the content or support other collateral you’re creating

For data visualizations in particular, there are a lot of things you can do to extend their reach. Here are some of our favorites.

1) Infographics

Now, for many people, the whole reason you end up with a slick data visualization is because of an infographic. But if you’re starting with a visualization from, say, your annual report, you may be able to find a new home—and even a new story—in an infographic. Additionally, you may have a series of infographics on similar subjects. As long as it’s relevant, save your designers some work and repurpose the visualizations you have.

Example: We helped Highfive turn data from a company report into a visual, shareable infographic. 

10 ways to reuse a data visualization

If you want to make an effective infographic, check out our best tips from creating more than 4,000 of them.

2) E-books and White Papers

No matter what you make, visuals will always enhance it. (To see the power of visualization in action, check out this video.) And when you have a great data visualization, it’s because you have great data (well, we hope). For things like e-books and white papers, data is a great way to tell your story and break up the information with engaging visuals.

Example: We worked with HP to create their highly visual Enterprise 2020 e-book, featuring plenty of data visualizations. 

10 ways to reuse a data visualization

For more tips on how to make better content marketing, check out our e-book archive.

3) Reports

Whether it’s a client report, company report, or annual report, a great data visualization makes it a lot easier to “see” the significance of numbers. When you need to communicate or support your argument, data visualization is very useful. (Also, who wouldn’t prefer a well-designed piece in their inbox over a droll spreadsheet?)

Example: We partnered with the NFL to produce print reports featuring data and analytics for each team’s web performance. Each report contained detailed information, presented in a visually engaging way for easy reference. 

10 ways to reuse a data visualization

And check out how we turned the Krochet Kids intl. annual report into an interactive data visualization.

4) Presentations and Tradeshows

When you are publicly presenting information, you need it to be visually impactful. Whether you’re trying to engage an audience at a talk or grab the attention of someone passing by your booth at a tradeshow, a beautiful visual always helps. This is especially true for any environment where audio may be ineffective, like on a loud and busy tradeshow floor.

Example: We partnered with the Gates Foundation to design a highly visual presentation, using data visualizations to make the information easier to synthesize.

10 ways to reuse a data visualization

If you want to add a data visualization to your presentation, make sure to follow our 10 tips for presentation design.

5) Interactive Infographics

Interactive content is a great way to bring people into a story, to immerse and engage them. If you really want your data visualizations to come to life, interactives can do it. You may decide to incorporate a data visualization into an interactive slideshow or make the actual visualization interactive. There are plenty of options, depending on what you need.

Example: We worked with Microsoft to create their Anatomy of a Breach interactive website, which includes animated data visualizations that show how prevalent the crime is. (Go behind-the-scenes of the project here.) 

10 ways to reuse a data visualization

For more inspiration, check out 101 awesome examples of interactive infographics.

6) GIFS AND ANIMATED VISUALIZATIONS

Animated data visualizations differ from interactive infographics because they don’t actually require interaction; they can move on their own. Because they’re visually stimulating and stand out, they are an awesome way to catch someone’s eye in a social feed or spruce up an old blog post.  

Example: We partnered with Takepart to create a set of GIFS that highlights facts important statistics about veterans to address mental health support for veterans. Though simple, the animated data visualizations make a powerful statement. 

10 ways to reuse a data visualization

Learn more about why motion content is so effective.

7) Motion Graphics and Videos

If you haven’t noticed, we’re big proponents of motion in all its forms, both in animation and interactivity. Video is a natural extension of that. It may be an animated motion graphic or a live-action video, but both also provide opportunities to infuse your story with data.  

Example: We partnered with Foodbeast and Totino’s to help tell a data story about Americans’ binge-watching habits. Using the actual Totino’s product as a visual challenged us to come up with creative data visualization.

Video is only becoming more popular. Learn more about the differences between motion graphics and video.

8) Microcontent

Microcontent is a huge part of a divisible content strategy. What is it? It’s basically all the little visual stuff you use to promote things: the blog teasers, social content, one-off graphics. Data visualizations make perfect microcontent, especially on social. Say you have an infographic featuring 5 different charts. Extract each chart, post it as a visual tweet, and you have 5 different posts promoting a piece of content—each from a different angle. This is one of our favorite ways to both promote and extend the shelflife of pieces of content.  

Example: We collaborated with the Golden State Warriors Warriors to create a piece of data visualization microcontent to celebrate Stephen Curry’s MVP award.

10 ways to reuse a data visualization

For more about how to use microcontent effectively, check out our e-book.

9) Press Releases

Gone are the days of the old-school page-long press release. Journalists, publications, and the public want to know the core message as quickly as possible. This is especially true for journalists who are looking for interesting content to cover. A visual press release that features compelling data—along with a beautiful visualization—is much more likely to get you noticed (and published!).

Example: A single panel extracted from our modularly designed infographic for Jive Software is a great visual to entice a publisher to follow a story or envision the content on their site. 

tips to reuse data visualization

Find out more about how to get publishers to fall in love with your content.

10) Misc. Collateral

Every organization has different communication needs that vary department by department. There are many types of collateral that can get a nice upgrade with data visualization. Think of the regular collateral you have (or stuff you’d love to have) that could benefit, including sales brochures, employee materials, etc.

Example: Google asked us to help bring their Trust/SMB Whitepaper to life. So we created a data-rich, print-ready brochure used to promote Google Apps.

10 ways to reuse a data visualization

No matter what you choose to create, make sure you avoid these 8 design mistakes in visual content.

Of course, remember that before you can create a great data visualization, you need a great data story. Here are 9 sources of data to check out, plus 5 ways to find a great story in whatever you find. Oh, and make sure you always follow data visualization best practices. Check out this guide to designing the most common charts and graphs, and try these 25 tips to upgrade your data visualizations.

Still need help? We’d be happy to talk it out.

8 Tips to Do Great Work with a Data Visualization Agency

We’ve created many data visualizations with many different partners, so we know first-hand what makes these projects succeed and what turns them into a total disaster. To make sure you get the best work from your data visualization agency, we’ve put together a few insider tips on how to communicate and collaborate the right way.

8 Tips to Do Great Work with a Data Visualization Agency

It’s not easy to find the right data visualization agency for your project. (If you’re still on the hunt, check out our tips for how to vet them.) And once you find the right partner, the work doesn’t end there. You don’t want a gun for hire; you want a collaborative partner who will help bring your data to life. But working together means you each have a responsibility to do your part. To get the best work from your data visualization agency—and the best project possible—here are a few tips to make the process a little smoother.

1) Communicate a Clear Goal

Your data visualization agency is made up of expert designers and data storytellers who are adept at creating visualizations to communicate a specific purpose. They need to know not only what the goal is for this particular project but how it plays into your larger communication goals. Is it meant to engage people on social? Will it be used at a tradeshow? This info will influence their decisions at every stage, from the language they use to the format they use to present the data. Start off on the right foot with a detailed creative brief to clue them in. Here’s how to write one if you haven’t done it before.

2) Don’t Just Dump Your Data on Them

It’s exciting to have a partner who can dive into your data, but that doesn’t mean they’re your personal assistant. Far too often a client will get so excited they’ll send over every single piece of data they have, giving us a veritable ocean of data to wade through. This wastes precious time for the data visualization agency and, ultimately, your organization—the longer they take, the longer you wait. When you deliver data, it should be:

  • Decently organized: Make it easier for your data visualization agency to “see” what they’re looking at.
  • Complete: We can’t tell you how inconvenient it is to go back and forth in search of a few missing numbers. Clean and sort your data to avoid this.
  • A reasonable amount: Sometimes people come to us with three stats and ask us to turn it into a data story. Other times, as we mentioned, it’s an insane database of randomness. Provide a solid data set that gives your data visualization agency enough to work with.

3) Let Them Extract the Most Meaningful Insights

You may already have a story in mind—and you may have the data to support it—but there may be a more interesting angle in that data. (Sidenote: We hate to see people try to retrofit data just because they have a “great” idea. Not only does this result in a weaker story but you risk misrepresenting data, which can hurt your credibility.) You should have filled your data visualization agency in on the project’s goal, so let them help extract the most valuable insights to achieve that goal.  

4) Know Your Terms

There’s a reason you’re using a data visualization agency, and it’s likely because you are not a data scientist or designer yourself. That’s OK, and you’re doing the right thing. But when it comes to collaborating on a data project, it’s important to know the basic lingo. This helps clear up miscommunication and ensures you’ll all stay on the same page. If you need a little help:

  • Check out our guide to the most common charts and graphs: It’ll help you learn the difference between a pie chart and a donut chart so you don’t have to call it “that circle thing.”
  • Learn about different visualization formats: Here’s a great rundown of the differences between data visualization, infographics, animated infographics, interactive infographics, motion graphics, and video.

5) Collaborate on the Story

Once the most interesting insights are uncovered, it’s vital to shape a narrative that will communicate them with the most impact. This is a highly collaborative process. You know who you’re trying to reach—how they think, what problems they face, the language they use—so you should help guide your data visualization agency. We believe the best story wins, no matter who it came from.  

6) Share Brand Guidelines

We can’t tell you how frustrating it is for a data visualization agency to put their heart and soul into a beautiful visualization only to be told—after the fact—that it doesn’t align with brand style. Make sure you share this information from the start. Conversely, if your brand guidelines don’t include directions for data visualization, this is the perfect opportunity to create some rules.

7) Identify Your Editors

Careless mistakes are the quickest way to ruin your data visualization’s integrity. Sometimes it’s a transposed number. Sometimes an entire chart is missing. With so much back and forth, these things can fall through the cracks. Make sure you have designated “editors” on both teams that will be accountable for reviewing and ensuring accuracy. (Note: This doesn’t have to be a proper “editor.” It may be a project manager or producer.)

8) Be a Good Creative Partner

There are many moving parts in a data project, and issues can come up at every stage. To help keep everything running smoothly, follow general rules to be a good collaborater:

  • Designate a point person: This should be the contact to interface with your data visualization agency whenever they have a question or problem to solve.
  • Get sign-off at every stage: Make sure all stakeholders have reviewed and approved content at each stage, from copy to design.
  • Be responsive: Be respectful of your partner’s time. Don’t leave them hanging on questions or delay sending over important documents.
  • Offer constructive feedback: Consolidate your feedback from stakeholders, and frame it in terms of what works and what doesn’t, instead of what you did and didn’t like.

Follow these tips, and we guarantee your project will be a lot smoother. The only argument you’ll have is about where to get a beer together after your awesome project goes live.

To learn more about the value of data visualization, find out why data-driven storytelling helps brands, check out these 9 great sources of data that are right in front of you, and learn about why our brains love data visualization. Still need some help with your data? We can hook you up.

How to Pick the Best Data Visualization Format For Your Story

If you want to tell a powerful story, data is the way to go. Whether it’s proprietary data, industry research, or public data, there are compelling stories all around. But even the best data story can lose impact if it isn’t presented the right way. That’s why it’s so important to choose the right data visualization format for your data.

We find that there is a lot of misinformation or misunderstanding around this topic. Many people think that throwing a few charts and graphs into an article is all they need to tell a good data story. Or they think they can stuff a trillion data points into an infographic and call it a day. While the intention might be right, the execution is so wrong.

We want you to tell the best data stories you can, so we’re breaking down the different types of storytelling formats to help you choose the best for your data. (Note: This isn’t entirely prescriptive, but it should send you in the right direction.)

Data Visualization Formats/Tools

Before we dive in, let’s clear up a few terms to specify what we’re talking about. When it comes to data storytelling, people tend to use certain terms interchangeably (or misuse them entirely), but there are very different types of data mediums and data visualization formats. For the purposes of this post, here’s how we break it down.

Data visualization: In the strictest sense, this refers to the actual visual representation of data. This may mean basic charts and graphs or larger, more complicated visuals. But it is about the visual specifically.

Information design: Information design is the visual representation of information—with no data at all (think of an organizational flow chart). We won’t be talking about info design here, but we think it’s important to understand the distinction.

Infographic: An infographic is a graphic that includes data, copy, and visuals. These elements work symbiotically to tell the story. (That means your infographic may include data visualizations.)

Animated infographic: These are infographics that include motion or animation. These are not interactive (see below), because the viewer doesn’t control the motion or animation.

Interactive infographic: An interactive infographic is any web-based content that lets you interact with the data on the screen. You may scroll over, click, expand, or otherwise manipulate the on-screen data.

Motion graphic: These are animated graphics that tell a story. Motion stories can be told through kinetic text, animated visuals, or both.

Video: This is live-action film, which may also incorporate text, graphics, etc.

Luckily, you have more options than ever to tell your story. But this can also make it tricky to choose which is best.

Before You Choose a Data Visualization Format

There are many elements that influence how you might best present your story. Before you decide on a format, think of the bigger picture. Each of these may affect the route you take.

Goal: Before you create anything or even come up with an idea, you should always know what your goal is. This is just as important to data storytelling as anything else. Are you trying to increase brand awareness? Establish your expertise? Engage your social followers? Some formats can help you achieve these goals more than others.

Story: An effective data story isn’t just a smattering of stats. If you’ve done your job well and teased out the insights, you can craft a narrative to reveal that story. That said, the story you’re trying to tell will very much dictate the data visualization format you choose. Is there a clear message? Are people meant to uncover or assign their own meaning to the story? Are you creating a useful resource? Are you trying to guide them to a next action? Keep this in mind.

Volume of data: This is one of the biggest issues we see over and over. People can go data-crazy sometimes and extract a mountain of data to turn into a story. That’s nice, but you must consider how much data is really required to tell the story. Sometimes you have millions of data points, and that’s OK. Just don’t stuff those into the world’s longest infographic.

Audience: Who are you trying to reach with your data story? Who will be interested in it? What level of knowledge or understanding do they have? What data visualization formats are they accustomed to interacting with? If you are targeting older boomers, for example, a fancy interactive might not be the way to go.

Distribution: Where will your data story live? On your blog? On social? Published on an industry site? How will you drive traffic to the piece? Know this from the get-go. If you are trying to engage people on social, the format you choose sure as hell better be optimized for social. (We once designed a beautiful animated infographic only to find out the publisher’s platform didn’t support the format. Then we cried.)

Choosing Your Data Visualization Format

Each data story is unique, so there isn’t a single rule or formula for choosing the best presentation. However, some are better suited than others to help you achieve your goals.

Data visualization

A strong data visualization can be used alone or as part of a larger piece. The power of strict data visualization lies in, of course, the visualization. A stunning visual is not only aesthetically appealing but lets the viewer “see” the story. Sometimes, a simple data visualization can be even more powerful than a detailed story with additional copy or context.

Good for: Data visualizations are often used as one part of a larger story in an infographic, white paper, e-book, on social, etc. (Simple visualizations are especially useful for situations in which time or attention is limited and you need to tell the story “at first sight,” such as a visual at a tradeshow booth.) 

Example: This simple data visualization is a convenient guide to grilling meat. The data is depicted in chart form, making it easy for readers to get the info they need at a glance. 

How to choose the right data visualization format

To make sure your data visualizations are effective, design them according to best practices. Find out how to do that with our Data Visualization 101 guide.

Infographics

Infographics are particularly useful to communicate in a simple, clear, and easy-to-understand way. They are aesthetically engaging and easy to share, making them a great tool for brand awareness. Publishers have become increasingly interested in infographics, as they visually enhance stories. Additionally, panels or slices from infographics can be repurposed as microcontent, helping to further promote the piece of content and give you more bang for your buck.

Good for: Social, content marketing, visual aids, editorial publishing, etc.

Example: This Jobvite infographic on paid parental leave tackles a relevant subject for their target audience and presents data in an easy-to-understand manner. 

How to choose the right data visualization format

Learn more about how to craft an effective infographic narrative and get publishers to fall in love with your infographics.

Animated infographics

Animated infographics have all the same benefits of infographics, but the addition of motion makes them more attention-grabbing. They are a good option if you want to mix up your content and experiment with motion without creating a full-on interactive or motion graphic. Like infographics, motion elements can also be repurposed in other areas.

Good for: Social, advertorial, or editorial, specifically situations where you need to grab attention to attract people to the content.

Example: We helped Newscred visualize the results of their content marketing survey by creating an animated infographic. The modular design allowed panels to be used individually or together.

How to choose data visualization format

Learn more about the power of motion in visual content.

Interactive Infographics

Interactive infographics are ideal for instances in which you have an enormous amount of data that needs to be easily navigable. You may present that as an exploratory interactive, in which users can dive into the data to extract their own meaning, or as a narrative interactive, in which you guide them through the interactive. Interactives require the viewer to actively engage by physically inputting information or manipulating data. It also encourages the viewer to spend more time with the content.

Good for: Engagement, deep data exploration, and immersive storytelling.

Example: We turned 10 million cells of data from a Northwestern University Qatar survey into a clean, colorful, easy-to-navigate piece. The interactive allows for exploratory storytelling, where the user can decide what data they are most interested in.

How to choose the right data visualization format

Learn more about the benefits of interactive stories.

Motion Graphics

Motion graphics are particularly useful when you have an abstract concept or a story that needs more context to connect the dots. It is a contained storytelling format, which makes it easier to deliver a succinct story or direct message. It is also passive, allowing the viewer to sit back and absorb.

Good for: Telling a succinct story in a short amount of time.

Example: We collaborated with NBC Universal to create a motion graphic encouraging Americans to reduce food waste, using data from the Natural Resources Defense Council.

Check out 6 awesome examples of storytelling through motion graphics.

Video

Video has become an increasingly popular medium, largely thanks to social platforms. Like motion, video can also incorporate text, graphics, and data visualization and offers an opportunity to demonstrate creativity. However, perhaps its strongest selling point is its ability to put a “human” spin on data stories by putting actors front and center.

Good for: Telling a succinct story in a short amount of time, especially when you are trying to create an emotional connection with the content.

Example: We partnered with Foodbeast and Totino’s to help tell a data story about Americans’ binge-watching habits. Using the actual Totino’s product as a visual challenged us to come up with creative data visualization.

https://vimeo.com/190951671

Learn more about why humans are so attracted to video.

Remember: Story First

No matter what data visualization format you choose, remember the basics that will make it succeed: Strong data and a strong story. If you need a little help in that area, here are some things that might help:

If you need a little help with your data storytelling, we’d love to work together.

Presentation: The Value of Data Visualization

The Value of Data Visualization was created for presentation at the Richmond Federal Reserve’s “Unleashing the Power of Local Data” conference.

How to Write a Content Plan in 5 Steps (FREE TEMPLATES)

To generate high-quality content consistently, you need a steady stream of content ideas, a solid workflow, and—most importantly—a well-crafted content plan. With a solid plan, you can stay organized, execute your content strategy successfully, and ensure you’re creating content that will actually connect with the right people and convert them into lifelong fans. If you’ve never created a plan before (or aren’t sure you’re doing it the right way), you’ve come to the right place. Here, we’ll walk you through the content plan process—and help you avoid common mistakes along the way. 

But first, let’s go back to basics. 

What Is a Content Plan?

In short, a content plan is a way to document the content marketing you want to create—and ensure everyone on your team stays on the same page. 

Why Do You Need a Content Plan?

Good content marketing is strategic and intentional. It also involves many moving parts, from copywriting to design. The better you can plan, the easier it is to… 

  • Publish consistently. If you want to build your brand through content, you need to show up for your audience regularly. Publishing a steady stream of content is one of the most effective ways to do that. But if you don’t have a reliable content infrastructure (aka the knowledge and resources to create content), it is very difficult to produce and publish high-quality content consistently. A content plan helps keep everyone on the same page to ensure you hit your deadlines and publish the right thing at the right time. 
  • Tell your brand’s best stories. We like to think of content marketing as a unique ecosystem, where every piece of content helps reinforce your brand story. If you’re making content piecemeal, or on the fly, it’s harder to control the quality and message that you’re sending. But with a solid content plan, you can ensure that you’re creating the right mix of content for your audience. 
  • Maximize resources. According to the Content Marketing Institute, 54% of B2B marketers say a lack of resources is their biggest challenge. When you know what content you plan to create, you can identify and allocate resources more effectively. In fact, the more you plan, the more mileage you can get from your content. 

Note: What’s most important is actually documenting your plan. That can help you keep track of your content, spot additional content opportunities, and more.

How to Create a Content Plan

Creating a content plan is simple and straightforward (if you know what you’re doing). Follow these five steps to set yourself up for success.  

1) Complete your content strategy.

Successful content marketing doesn’t start with content—it starts with strategy. Before you make your content plan, you need to know what your goals are, who your audience is, how your content will support those goals, how you plan to measure success, etc. If you haven’t established this foundation, your content won’t be very effective. (In fact, you’re almost guaranteed to waste valuable time and resources for little reward.)

This is why it’s important to start with the basics. Use our content strategy guide and toolkit to ensure you have the information you need to build a content plan that is aligned to your goals.

2) Build your content pipeline.

Good content rarely happens when you’re scrambling to create something last minute. Thus, your content plan needs to account for any significant events or dates that you will create content for.

This may include all sorts of notable events, such as:

  • Holidays
  • Seasonal events (e.g., annual tradeshow)
  • Company milestones
  • Launches

To make sure these events are on your radar from the start, we suggest building a content pipeline, wherein you document important events for each quarter. (Download our free content pipeline template to do it.) Although you may not be focusing on those events yet, it’s important to have them in the pipeline so you can brainstorm and prepare far ahead of time. 

3) Decide on your cadence. 

How often do you plan to publish? What is a steady, reasonable cadence? This will rely on your team’s knowledge, skills, and ability to create various pieces of content. You may publish daily, weekly, or monthly—it all depends on your brand. What matters most is that you choose a reasonable cadence that you can realistically maintain.

Tip: If you don’t have the ability to create something in-house, outside support can help. See our tips to figure out if you should turn to a freelancer or a content agency.

4) Brainstorm ideas by month.

Every brand’s content needs will be different, but if you’re building your content operation from scratch, it helps to break content plans down by quarter (via your content pipeline), and then by month.

We find it especially helpful to choose a specific topic, set of keywords, or seasonal theme to brainstorm around each month.

Note:  While you can loosely plot these themes out, they shouldn’t be written in stone. Things can (and often do) change. If you’re brainstorming too far ahead, and something unexpected happens, it’ll throw your whole calendar off. Instead, plan 1-3 months at a time.

When it comes time to brainstorm specific content ideas, there are a few best practices to keep in mind:

  • Include stakeholders. Don’t leave anyone important out of these meetings. More minds make better ideas. Plus, you don’t want to go back to square one if a stakeholder doesn’t approve of the idea.
  • Vet your ideas. Don’t go with your first ideas. Instead, use your marketing personas to vet and prioritize the ideas that will resonate with your audience most.
  • Consider the platform. Where does your audience live online, and what type of content do they like to consume on these platforms? This may influence the types of ideas you brainstorm.

Once you have your list of ideas, think about what order you will want to publish them in. For example, if you’re just starting to publish content, you will want to publish your larger, more broad pieces first. 

5) Build out your editorial calendar. 

Now you can use our editorial calendar template to schedule your content. (You may also use a calendar tool like CoSchedule.)

This is where you get into the nitty-gritty content-planning details. Build and schedule a calendar that keeps everyone on track, including all the relevant details like topic, keyword, author, etc. Again, you want to schedule things out far enough in advance that no one is unprepared or blindsided by a deadline. However, this is marketing, and things change (hi, pandemic!). You may need to be flexible and move some content up, or push other content back. 

For more on this, find out how to build a proper editorial calendar.

6) Plan your distribution strategy.

No matter how good your content is, if people aren’t seeing it, it isn’t doing its job. Focus on channels that align best with your goals and have the highest potential reach. For example, if your goal is brand awareness, prioritize channels with high visibility, like social media. For lead generation, use channels like email or gated content on your website. This approach ensures you’re not spreading resources too thin.

  • Identify where your audience spends time. That might be LinkedIn for B2B or Instagram for younger audiences.
  • Tailor your content for each platform. Segmenting by platform lets you adapt your message and format—using visuals and shorter copy for social media or long-form articles for your blog—ensuring your content resonates effectively with different audience segments.
  • Analyze your audience’s engagement patterns to determine optimal posting times. Many platforms have peak engagement times (e.g., LinkedIn during weekdays), which can vary based on industry and audience type. Planning distribution around these patterns will help you maximize visibility and engagement.

For more tips, see our guide to build a distribution strategy that gets the right eyes on your content. 

How to Make Your Content Plan Successful

As you begin to document your plan (and measure the results as you go), we have a few final tips to make sure your content-planning work pays off.

  • Optimize your infrastructure. Follow our tips to master content creation and work smarter, not harder.
  • Choose the right mix of content. Think of your content as nutrition—your audience needs a well-balanced meal to stay interested (and satisfied). Find out how to serve the right type of content that will keep people engaged.
  • Repurpose content. Maximize your content by looking for ways to repurpose content For example, you might break an ebook into a blog post, social media snippets, data visualizations, or even a podcast episode. This strategy boosts your presence across channels without having to create entirely new content. (For more tips on doing this, find out how a divisible content strategy can help you work more effectively.
  • Test and tweak. Good metrics are the key to content marketing success because they tell you whether or not your content actually works. Measure your efforts, and use the insights to improve your content going forward.
  • Don’t be precious with your content. If it isn’t working and you’re supposed to create the same content next month, mix it up.

Of course, if you need a partner to guide your strategy and content, we’re always here. See our content strategy FAQ, or hit us up directly. We’d love to help you create a content plan that resonates with the people you’re trying to reach. 

The Marketing Hack No One’s Talking About: Mental Availability

When someone wants to buy your specific product/service, how quickly does your brand come to mind? Are you their #1 pick? Are you in their top 3? Do they think of your brand at all? If you want to win customers now—and grow your brand long term—you need to make your brand the most memorable in the market. How do you do that? Focus on increasing mental availability. 

Content strategy toolkit CTA

What Is Mental Availability?

Mental availability is a marketing concept that refers to how much real estate your brand takes up in your customers’ minds. 

Remember: People don’t want to spend any more brain power or effort than they have to. Hence, when making purchasing decisions, they prefer to go with the first brand that comes to mind. The familiar choice is the easier choice because it takes less energy. It also feels like the better choice—simply because consumers equate familiarity with trust. 

This is why mental availability is the key to market growth. But how do you increase your brand’s mental availability? 

The Formula for Mental Availability

To achieve mental availability, you need to focus on two key areas:

  1. Awareness: People knowing who you are and what you do. 
  2. Recall: People remembering who you are and what you do. 

Note: There are many strategies to increase awareness and recall, and a healthy marketing strategy should allocate equal resources to both at key stages of the buyer journey. Fortunately, increasing mental availability is not as difficult as it may seem.

10 Strategies to Increase Mental Availability 

Mental availability is ultimately about reach and repetition, which you can reinforce in big and small ways. Start with this roundup of go-to strategies to keep your brand top of mind. 

1) Brand all your content. 

Your brand is the amalgamation of your beliefs, story, voice, and personality—communicated at every touchpoint. As industries become overcrowded, brand is one of the last remaining competitive advantages. This is why it’s so important that any and all content accurately reflects your brand, from your visual identity (logos, colors, and design elements) to your personality and voice. 

When you create consistent, cohesive content you stand out from the crowd and cultivate familiarity with your audience. This helps you become an instantly recognizable resource—one they will remember when it comes time to buy. 

Tip: To create on-brand content, you need a visual identity that is both distinct and flexible. Use our brand identity toolkit to design your identity, and use our branded content checklist to ensure that every piece you put out is authentically and distinctly yours. 

2) Use emotional messaging. 

If you want to make your brand more memorable, you need to cultivate an emotional attachment between your brand and audience. (This is even true in B2B, where it is a myth that purchase decisions aren’t emotional.) There are many ways to do this across the buyer journey:

Tip: Look for more creative and exciting ways to humanize your brand and connect with your audience. Try these tips to brainstorm bold content that elicits strong emotions.

3) Increase your exposure.

If you want to grow your brand, you need to reach as many people as possible through as many means as possible. That includes: 

Tip: Although you want to increase your exposure, not all channels will work for your brand. Find out how to choose the best channels for your audience, then focus on building a strong presence on your priority channels. 

4) Expand your network. 

In B2B, there are a lot of people who influence purchasing decisions. While you want a broad audience to increase awareness, it’s also important to reach key decision-makers within that audience. 

According to Gartner research, the average number of stakeholders that influence a B2B buying decision is 11—and sometimes up to 20.

To expand and engage this network, make sure you have segmented your marketing personas, as well as ideal customer profiles. This will help you better tailor your campaigns and cultivate stronger connections with the right people.

Tip: Participate in industry events and webinars to increase your visibility and establish yourself as an expert. You can also partner with relevant publications to get your brand in front of industry thought leaders.

5) Showcase the people behind your brand. 

If you want to expand your reach, you don’t always have to focus on external players. Your own employees can be some of your best advocates. They have a wealth of expertise to share, and they can expand your reach across their own networks. Showcasing the real humans behind your brand also increases people’s emotional attachment to your brand (which, again, makes you more memorable). 

Tip: Turn your team into content creators by encouraging them to share their tips and expertise. You can also highlight your employees and brand culture on social media. This is a great way to let employees express themselves and foster more human connections. 

6) Use retargeting. 

How do you increase mental availability? Repetition. Repetition. Repetition. Use retargeting ads to reinforce your message to people who have shown interest in your brand. (Sidenote: We’ve also found success by targeting competitor keywords in Google Ads.) Make sure to follow up with leads via emails and other personalized communications.

Tip: Personalization is an incredibly effective way to engage your audience. Find out how AI tools can make it easier to infuse more personalization across channels.

7) Highlight your customer relationships. 

Social proof is always a great tactic to increase mental availability, as it demonstrates your expertise and elicits excitement (especially when you highlight the ideal state your customer will be in after they’ve used your product/service).  

  • Solicit testimonials from satisfied customers to build trust and recognition.
  • Share detailed case studies that showcase your success and expertise.
  • Showcase user-generated content on your channels to engage your audience. 

Tip: Case studies are most effective if they follow a narrative arc. Find out how to turn your customer wins into compelling stories.

8) Engage people with interactive content. 

Interesting and unique content will always stand out, which is why we’re such a proponent of interactive content. Interactives put your audience in the driver’s seat, creating a more engaging experience than static or video content. Whether you’re looking to entertain or educate your audience, think of ways to provide value via interactives. 

  • Build a helpful calculator or tool to help them accomplish something. 
  • Create an entertaining quiz.
  • Synthesize data into an interactive data visualization they can explore. 

Tip: Although interactives can be a great tool, not all content works with the medium. Ask these questions to brainstorm and vet your interactive ideas.

9) Embrace data-driven storytelling. 

Data visualization and data-based stories can be incredibly powerful tools for brands for several reasons:

  • Data increases your credibility. 
  • Proprietary data makes you stand out as an expert in your field. 
  • Data storytelling makes information easier to digest and—most importantly—recall. 

Whether you’re creating an annual report, white paper, infographic, or interactive database, think about how you might add data to your content to create more trustworthy and even newsworthy content that expands your reach. 

Tip: Proprietary data is ideal for data storytelling because it is original content your audience can’t get anywhere else. If you need inspiration, look at these internal data sources, and find out how to turn them into compelling content.

10) Engage your customers on social. 

Social is one of the most powerful platforms to increase your awareness and recall via paid campaigns and organic interaction. Look for creative ways to build a stronger presence on your social channels. 

  • Run creative contests or solicit UGC. 
  • Expand your reach with social media account takeovers.
  • Promote causes you care about. 
  • Run polls to seek customer feedback. 
  • Share memes, relevant news, or industry trends. 

Tip: Maintaining a strong social presence across multiple channels can be tricky, but AI tools can make it a lot easier. Find out how to use AI to hack social and save energy, time, and resources. 

How to Keep Increasing Mental Availability 

Although we’ve found success with these particular strategies, increasing mental availability doesn’t happen overnight. You need to regularly analyze campaign performance and adjust your strategy for the best results.

Like everything in marketing, it’s a process of experimentation and optimization. But sometimes it can help to gain a fresh perspective. If you’re looking for a partner to help you grab more market share, see our tips to find the right agency or explore what it’s like to work with us.

Either way, remember the best way to stay on top of trends and top of mind is to educate yourself about marketing best practices. Subscribe to our Best Story Wins podcast for more expert tips to win your customers’ hearts and minds, and check out our full resources archive for tools and templates to work smarter and win your market. 

Good luck out there. 

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Checklist: How to Ensure Your Branded Content Is On Brand

At a time when engagement marketing has quickly overtaken interruption marketing, branded content is one of the best tools for marketers to connect with people. But if your content doesn’t properly communicate your brand, it won’t help you increase brand awareness, engage your audience, or achieve your goals. We’ve seen plenty of brands struggle with this issue, and we don’t want you to be one of them. So we’ve put together this handy checklist to help you ensure that every piece of content you put out is up to par and, most importantly, on brand. 

Before we dive in, however, let’s talk about why not all branded content is created equal.

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The Keys to Good Branded Content

Good branded content communicates your brand story. It shows people who you are, what you do, and how you help them. Unfortunately, brands often think that creating any sort of content means they’re making good branded content. But you can’t just slap your logo on something and call it a day. Whether it’s an annual report, infographic, or video, you need to create content that makes a memorable and meaningful impression. The ability to do this well is one of your biggest competitive advantages in an increasingly crowded marketplace. Why? Because good branded content helps you build stronger connections with your audience in three key ways:

  1. Appeal: Well-designed content intrigues people and entices them to interact with your brand. 
  2. Memorability: Visual content (in particular) is easier to synthesize than plain old text, simply because our brains process visual information faster. The more effectively you apply your visual identity, the easier it is for people to consume, comprehend, and recall your content. 
  3. Awareness: The more consistent you are, the more people see you as a credible, reliable resource. This is the key to building trust and, as a result, a long-term relationship with the right people. If the content you create is segmented, siloed, or scattershot, with no thought to branding, design, or presentation, it’s much harder to nurture that relationship.

Most importantly, branded content is what consumers want and expect—and it’s more effective than traditional forms of advertising. According to The Emotional Impact of Branded Storytelling study by Realeyes/Turner Ignite, branded content elicits stronger emotions than a traditional 30-second advertising spot.

When compared to traditional advertising, the study also found that branded content made viewers: 

  • 62% more likely to have a positive reaction. 
  • 31% more emotionally engaged.
  • 17% more likely to buy.

Tl;dr if you’re looking to make meaningful connections with the people who need your product or service, branded content is the way to go. But branded content is only effective if it provides value and accurately reflects your brand. Much of the branded content we see falls into one of the following categories: 

  1. Overbranded: It is centered only around the brand, self-referential, or visually over-branded.  
  2. Underbranded: There is little or no visible branding. It is generic, boring, or completely forgettable. 
  3. Misbranded: The branding is inconsistent or notably off-brand. 

You want to avoid all of these cardinal sins, so before you upload your next video, send that email to your subscriber list, or press publish on your latest ebook, use our checklist to make sure you’re creating the highest-quality branded content that will give you true ROI.

Your Branded Content Checklist

Pro tip: Share this checklist with all brand creators to ensure you always create cohesive, consistent content.

1) Identify the value to your audience. 

This is one of our biggest pet peeves in content marketing. Brands come up with seemingly “brilliant” ideas, but they can’t identify how or why they connect to their audience (or even to their brand). 

  • Is this idea interesting and relevant to your audience?
  • What pain points/needs/wants does this content address?
  • Are there clear takeaways?
  • What will someone learn/how will they be better after engaging with this content?

Tip: Vet ideas according to your marketing personas. If you’re struggling to come up with strong ideas, follow our tips to create high-value content, and use these 5 ideas to tell your brand story as prompts for your next brainstorm. 

2) Ensure your messaging is accurate and consistent.

Telling a consistent, cohesive story is the #1 way to build brand awareness and recognition. Messaging is a huge part of that, but we see many brands miss the mark with weak or off-brand messaging. Double-check that your content delivers the right message, talking points, and ideas. 

  • Are you using the right phrasing or keywords?
  • Is there a clear message, or are you trying to introduce too many ideas in one piece?
  • Does this content support your overall messaging framework?

No matter how big or small your content is, everything from your gated ebooks to your homepage CTAs should support your brand story. 

Tip: Build your brand messaging framework (including tagline, value prop, and key stories) to guide your content creation. (This is also a convenient tool to share with freelancers or other people creating content on your brand’s behalf.) 

3) Showcase your voice, tone, and personality appropriately.

The way you speak, write, joke, etc. are all unique to your brand—and they are a great way to stand out from the crowd. Whether it’s a video script or a social status update, inject your brand personality into every piece of content to humanize your brand and become an accessible resource.

  • Is the content’s tone consistent with your brand personality?
  • Does the tone match the subject matter?
  • Are you using the right slang or phrases?

Tip: If you haven’t clearly identified and articulated your brand voice, answer the questions in our brand voice template to find it. 

4) Design according to your visual identity.

From your products to your website, the way your brand “looks” tells its own story. (Good design isn’t just a differentiator; it’s what people expect these days.) Make sure you have a comprehensive, cohesive visual identity that includes all of the elements designers need to create branded content, including: 

This identity should be applied accurately and appropriately to all your content. (Sidenote: Don’t add your logo more than once!) When it comes to your visual identity, remember that the devil is often in the details.

  • Are your brand color codes correct?
  • Does the imagery match your brand’s aesthetic? 
  • Does imagery reflect your brand values (considering age, race, gender, etc.)? 
  • Is there a clear hierarchy in layout? Is content easy to follow?

Tip: Follow our guide to build a comprehensive brand identity, use our visual identity checklist, and bookmark these 100+ tools to build a brand identity.  

5) Consider SEO and accessiblity.

You put a lot of work into creating content, so you want people to be able to find it. SEO and accessibility play a huge role in your visibility.

  • Are brand-specific and industry-relevant keywords included?
  • Is the content easy to read (e.g., proper use of headings, bullet points, and short paragraphs)?
  • Are all images accompanied by appropriate alt text?
  • Are meta titles and descriptions aligned with your brand and SEO strategy?
  • Have you added appropriate disclaimers or privacy notifications?

Tip: A lack of inclusion and accessibility can significantly hurt your brand’s reputation. See our tips to fight bias and create more inclusive marketing.

How to Make It Easier to Create On-Brand Content

It’s important to sanity-check any content you put out into the world, but there are a lot of tweaks you can make internally to improve the quality of your content overall.

And if you need help at any stage of the process (from ideation to design), consider bringing in some support. Follow these tips to find the right creative agency for you, or holler at us. We’d love to create branded content that beats your competition. 

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10 Winning B2B Marketing Case Studies (Plus Key Takeaways)

B2B marketing is tough. Industries are volatile, there are more decision-makers than ever, and it can feel nearly impossible to stand out in the crowd. Over the last decade, we’ve guided our clients through these pitfalls (and more), and we know what it takes to create great campaigns, produce stellar content, and build winning brands. We also love any chance to showcase our work—and share the insights we’ve learned to help others in the B2B marketing space. So let’s take a look at 10 successful B2B marketing case studies to analyze how we solved each client’s unique challenge, why it worked, and how you can apply the same ideas to your own strategy.

10 Successful B2B Marketing Case Studies

From large campaigns and SEO strategies to experimental formats and standalone pieces of content, each of these projects allowed us to flex our skills and create the best results for our clients. 

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1) Blend Increases Site Traffic 183%

The Challenge: Blend, a FinTech company in the mortgage and consumer banking space, needed to scale content and position the brand as an industry expert. Having never focused on SEO, the team approached us to build their SEO strategy from scratch.

What We Did: To build a robust and high-ranking content ecosystem, we constructed a keyword cluster framework targeting Blend’s core audience and adopted a two-pronged approach to tackle those keywords.

  • First, we optimized Blend’s core site pages to drive traffic. 
  • Then, we created fresh content to expand Blend’s reach.

Collaborating closely with the Blend team, we established an efficient workflow and regular publishing schedule, enabling us to scale content production and consistently support our SEO objectives.

After numerous iterations and over 100 blog articles, Blend achieved significant improvements, including:

  • 183% increase in site traffic
  • Over 50 unbranded keywords ranking on Page 1
  • Site visibility increase from 1.82% to 13.89%

The Takeaway: SEO requires constant adaptation, so it’s important to create a flexible strategy that can evolve as you grow. See our guide to choose the right keywords for your brand, and learn about the latest SEO practices to compete against AI. Although it’s tough to start from scratch, if you target the right keywords with a steady stream of valuable content, you’ll see your rankings improve over time. 

2) Lucidworks’ Interactive Educates Executives

The Challenge: Lucidworks helps companies build AI-powered search and data discovery solutions for employees and customers. To position the brand as a thought leader and provide much-needed education about data, Lucidworks wanted to create a fresh piece of content around the provocative subject of dark data. 

What We Did: Dark data can be a dry and tedious topic. To make it more engaging and captivating, we proposed an interactive microsite that would immerse users in the story—through the metaphor of an iceberg. Using copy, imagery, animation, and interactivity, we guided users into the dark abyss below the surface to reveal the value of dark data. This creative treatment brought the story to life in an unexpected way, becoming the perfect hero piece to showcase Lucidworks’ expertise. 

The Takeaway: Visual storytelling can be a powerful tool, and interactive content is especially enticing. If you’re not sure what types of stories you might tell in this format, follow these tips to brainstorm great interactive ideas.

3) Unbabel Creates a NSFW B2B Campaign

The Challenge: Unbabel is a Language Operations platform that facilitates customer interactions in any language. To grab attention and educate small businesses about the significance of Language Operations, the Unbabel team asked us to craft a bold and edgy campaign.

What We Did: We knew we needed to do something unusual and provocative in the B2B space, so we devised a daring campaign centered around the provocative acronym STFU. Traditionally meaning “Shut the F*** Up,” we reimagined STFU to stand for “Start Translating Fearlessly with Unbabel.” This bold phrase allowed us to convey Unbabel’s key benefits across a variety of formats, including a hero video, e-book, blog articles, social media content, and an interactive game. Not only did this campaign turn heads but Unbabel’s CMO called it one of the most visually compelling campaigns they’ve done to date. Best of all, the fresh messaging strategy positioned Unbabel as a true leader in the space.

The Takeaway: One of the biggest myths in B2B marketing is that it has to be boring. Just like B2C, unique and provocative campaigns can be just as successful. If you’re looking to push the envelope in your marketing, follow these tips to brainstorm edgy and exciting ideas.

4) SAP Creates an Award-Winning Podcast

The Challenge: SAP is a global enterprise software company that wanted to raise awareness about its cutting-edge SAP Leonardo technologies, which include machine learning, big data, and blockchain tech. In a push to move beyond traditional B2B content, they aimed to engage a wider audience through innovative and creative storytelling that could captivate and inform people in an unconventional way. 

What We Did: Instead of the usual types of B2B content (e.g., ebooks or infographics), we developed Searching for Salai, a fictional 9-part science-fiction podcast. This series reimagined the cultural narrative around new technologies while weaving in elements of time travel, history, and mystery. By combining entertainment with education in an audio format, we engaged SAP’s audience in a unique way, successfully reframing the perception of advanced technologies.

The podcast was a big risk; fortunately, it paid off. Searching for Salai garnered two prestigious awards: Best Podcast/Audio Series and Content Marketing Project of the Year at the Content Marketing Institute’s 2019 Content Marketing Awards.

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The Takeaway: It’s easy to get used to producing the same type of content, whether it’s blog articles or videos, but experimenting with a different format can give you surprising results. If you’re not sure what that might look like, here are five fresh creative formats to try.

5) Dialpad Gets the LOLs with a Comedic Video Campaign 

The Challenge: Dialpad, a communication software solution provider, needed to effectively launch and promote their new VoiceAI product. This required a robust brand strategy, content strategy, and supporting content to increase awareness and clearly communicate the benefits of their innovative features. They asked us to come up with a creative approach to differentiate the brand and engage their audience in a memorable way.

What We Did: We began by refreshing Dialpad’s brand strategy to clearly define their brand heart (including purpose, vision, mission, and values) and target personas. With this strong foundation, we crafted key messaging centered around the tagline “Make Smarter Calls” to ensure consistency across all touchpoints. To lead Dialpad’s content campaigns, we produced two humorous videos spoofing common challenges in phone calls and showcasing VoiceAI’s unique benefits, such as note-taking during meetings and automating voice communications.

We’re happy to say the videos garnered 300,000+ views and were named Webby Awards honorees in the “Branded Entertainment Scripted” category.

The Takeaway: Creative storytelling only works if you deeply understand your core brand story. If you haven’t already done it, build out your brand messaging framework to identify your tagline, value prop, and key brand story pillars, which will help you create on-brand content that is consistent and cohesive—no matter the format. 

6) ELM Learning Makes a Splash in a Crowded Industry

The Challenge: ELM Learning, an eLearning agency known for its innovative approach combining neuroscience with human emotion, was struggling to stand out in the corporate learning industry. They needed to increase brand awareness, clarify their offerings, and attract higher-quality leads, so we embarked on a strategic branding engagement to highlight ELM’s unique value proposition and creative strengths.

What We Did: We began by conducting extensive competitive research and stakeholder interviews to understand the market landscape and ELM’s unique strengths. This led us to re-engineer the ELM brand around a “people-first” positioning, emphasizing their trademarked NeuroLearning methodology and the positive experiences clients had working with their team.

We then developed a fresh visual identity, revamped the ELM Learning website, and created new brand messaging and a content strategy that effectively communicated the new brand story to the market. As a result of their rebrand, ELM’s opportunity rate increased 60% in the first 30 days of site/brand launch, attracting multiple high-profile enterprise accounts.

The Takeaway: A successful rebrand is not about a new logo and fresh color palette. It requires serious research and strategic decisions to better communicate a brand’s story. If you’re considering a rebrand, here are 7 things to know before you start.

7) Instacart Finds Fresh B2B Revenue with a New Content Strategy

The Challenge: Instacart needed to scale the B2B side of their business by showcasing how their online and in-store technology supports ambitious retailers. To build awareness and expand reach, they asked us to build and deploy a cohesive content strategy. 

What We Did: To increase both awareness and conversions, we bolstered several key parts of Instacart’s strategy. 

To establish a stronger, more B2B-centered presence online, we crafted a robust content and SEO strategy around crucial keywords. This blog content resulted in an average ranking increase of 29 spots.

To further engage their audience as they moved down the funnel, we also designed the Instacart Ads Academy, an interactive learning platform where partners could get certified in ad basics. This helped increase familiarity with Instacart’s offerings and provided valuable education.

Additionally, after analyzing existing sales materials, we reimagined how the sales team could use data to highlight insights more effectively. With this improvement, their 5-point scale sales efficacy rating jumped from a 3.8 to a 4.2.

The Takeaway: A well-rounded content and SEO strategy is the key to B2B revenue growth. Follow our tips to master SEO, brainstorm high-value ideas for your audience, and bridge sales and marketing to create a stronger buyer journey. 

8) Bloomreach’s Paid Media Strategy Surpasses Goals by 30%

The Challenge: Bloomreach, a platform that personalizes the e-commerce experience, sought to build brand equity and increase awareness with new audiences through their first-ever brand campaign. They approached us to develop a comprehensive multi-channel paid media strategy that would effectively maximize their spending across various platforms. 

What We Did: To help them hit their goals, we focused on hyper-segmentation and real-time testing. Utilizing geofencing, historical data, and targeted job titles, we segmented the exact audiences Bloomreach wanted to reach, then partnered with specialized vendors to deploy the campaign across multiple channels (digital platforms, connected TV, programmatic channels, and podcasts).

Through a test-and-learn approach, we continuously improved the campaign’s effectiveness in real time, ensuring optimal results. As a result, we surpassed Bloomreach’s goals:

  • Moved 10% of their target account list from ‘unaware’ to ‘aware’
  • Garnered 13 million impressions
  • Maintained a $10 average CPM
  • Secured 429,000 completed audio listens at an average cost of $0.03

The Takeaway: Adopting an agile test-and-learn strategy is a savvy way to optimize spend and improve marketing results across the board. If you’re not familiar with this approach, see our ultimate guide to agile marketing to implement it in your marketing operation. 

9) Directive Turns Dull Data into Engaging Storytelling

The Challenge: Directive, a customer generation agency for tech brands, wanted to position the brand as a thought leader in the SaaS space by transforming proprietary data into a comprehensive report about the most effective paid media platforms. They approached us to create a compelling piece of lead-generating content, leveraging our expertise in data storytelling to make the data both accessible and engaging.

What We Did: Initially, Directive envisioned a static PDF report about which platforms bring the highest ROI. However, after assessing their content and goals, we proposed transforming their data insights into a sleek, streamlined interactive experience (along with a downloadable PDF appendix). By blending data storytelling with eye-catching design, we transformed a large volume of data into a compelling narrative, making it easy and enjoyable for their audience to navigate. Best of all, this approach enabled Directive to track traffic, downloads, and other valuable metrics, helping them understand which content was most impactful for their audience.

The Takeaway: Data storytelling is always gold for marketing, especially if it’s based on proprietary data. To uncover your own stories, look at your internal data, and find out how to translate those insights into interesting content

10) Hummingbird Educates with a Fresh Explainer Video 

The Challenge: Hummingbird, a financial compliance platform, struggled to convey their innovative technology to an audience that predominantly relies on manual processes. To educate viewers and generate excitement about the platform’s revolutionary impact on financial compliance, we created a sleek and compelling explainer video. 

What We Did: Our approach to solving Hummingbird’s communication challenge was two-fold.

  • First, we aimed to build suspense and craft an engaging narrative about how Hummingbird’s technology combats financial crime.
  • Second, we needed to differentiate Hummingbird from its competition and position it as a unique, forward-thinking company.

To do this, we developed a human-centric story that highlighted the tech-led solution. Then, to infuse the explainer with dynamic energy, we used a mixed-media mosaic approach that combined illustration, photography, and animation (inspired by Hummingbird’s existing brand). The resulting video is now a key piece of sales enablement, allowing the team to communicate the product’s benefits quickly and effectively. 

The Takeaway: A good explainer doesn’t just state facts; it uses emotional hooks and visual tools to bring people into the story. To improve your own videos, learn about the keys to a good explainer, and get inspired by these 50 explainer video examples.

How to Master B2B Marketing Yourself

No matter what your industry is, or what unique challenges you face, there are a few key ways to improve your marketing—and make sure you’re growing in the right direction. 

  • Start with the right strategy. From goals to metrics, platforms to editorial calendars, it takes a lot to build a functioning marketing machine. Use our free B2B marketing strategy toolkit to build a cohesive strategy that covers every gap and helps you achieve your goals. 
  • Tell stories your competition can’t. As AI-generated marketing floods the Internet, it’s harder and harder to stand out against the competition. That’s why it’s important to showcase what makes your brand special. Start with our tips to brainstorm truly unique stories only you can tell. 
  • Stay educated. Whether it’s the latest industry news or B2B trends, stay in the loop to keep your brand competitive. You can also subscribe to our Best Story Wins podcast to hear industry leaders’ tips to win hearts, minds, and market share. 

Most importantly, make sure you have the right team to win. Find out more about how to curate the perfect content marketing team, and consider bringing in an expert to fill any gaps. You can start your search with our tips to find the right content agency, or take a look at how we tackle content strategies

Regardless, remember that success doesn’t happen overnight. Good content marketing requires patience, experimentation, and diligence. 

Good luck out there. 

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