Category: Case Studies
October 31st, 2024

Step 2: Capture and Condense—Turning Insights into Actionable Briefs & Creative Ideas

If you’ve already read Step 1 in our A-ha Moment series, you know how essential it is to lay the groundwork for a breakthrough.

Now, let’s dive into Step 2: taking those insights and turning them into something actionable.

This is where the magic happens—capturing everything we uncovered in a one-page brief and distilling it into that one powerful A-ha Moment.

At this stage, the goal isn’t to be overwhelmed with too many revelations, but to focus on that one perfect insight that shifts perspectives and drives action.

Here’s a glimpse of how we do it:

  1. Frame Your Strategy
    Ground everything in a clear marketing objective and ensure your A-ha Moment will resonate with the right audience.
  2. Key Insights
    Take what you’ve learned, and capture it in one sharp Strategic Decision—what is the one clear choice that defines your unique value? This will guide your A-ha Moment.
  3. The Narrative
    Tie everything together with a short story that makes your insights and A-ha Moment resonate. Think of it as your campaign’s guiding light.

One example?

We recently worked with Lattice to help them position their People Success Platform.

The A-ha Moment came when organizational leaders realized they needed a better way to adapt to today’s workforce.

This wasn’t just a tool; it became a business necessity.

Once you’ve nailed down that A-ha Moment, everything else falls into place—creative development, messaging, everything.

And that’s when you’re ready to turn insights into action.

January 10th, 2018

2017 was the year of Aha Moments at Mortar: Five things we learned

We started 2017 by promising we would deliver on a new idea: that marketing thrives when it is focused on creating emotional impact. And that point of focus crystallizes in our intended prospects’ reaction. Aha Moments would be our new area of specialty. (More on that decision here).

To maximize focus we have to make a decision to be different

These two elements: the decision to be different (the Strategic Marketing Decision) combined with the resulting, emotional reaction, the Aha Moment, are the twin pillars of Mortar’s approach to Marketing. They come together best in this definition:

An Aha Moment is the desired reaction to a decision to be different.

Let’s break that down:A-ha's are an expression of insight or discovery

We say “Aha!” when we encounter something new, surprising, or as Collin’s Dictionary says, “an instant at which the solution to a problem becomes clear.” Webster’s puts it this way, “a moment of sudden realization, inspiration, insight, recognition, or comprehension … The aha moment you experience when you’ve been trying to remember the name of a song and three hours later it hits you.” When we say “Aha Moment” we are seeking a positive reaction to our message.

A-ha moments are a reaction to a decision to be different.

Decision-making can be tough, especially among marketers. But without clearly identifying some unique area of differentiation marketers fail to lay claim to something people can prefer, an idea customers can choose, remember or tell their friends about. The quickest way to leverage any position is to claim novelty—and put everything you can behind communicating the benefits of choosing an option that is quite unlike everything else. 

a-a moments can be tested (and yes, that is Paula).

Deciding to be different is a testable proposition. So too is the Aha. It is not too much to ask that prospects use the words we expect and indicate the Aha we promise is motivating and clear. (Testing need not break the bank or slow the process unduly. On several occasions in 2017 we found quick, 45-minute one-on-one phone calls with a small group of prospects (four to six) to be a cost effective and relatively painless method of gauging impact).

a-ha moments are many, but they should all liberate and inspire

Crafting any communication requires a solid grasp of the product or service, the target, the opportunity and a myriad of other factors. By selecting an Aha Moment we seek to inspire our teams to be more creative—and explore the possibilities of delivering a focused message. Boring or mundane Aha’s don’t cut it. Neither do Aha’s that rely too heavily on logic or sound like a line from a press release. Strong Aha’s sound authentic and spark response. In many ways the Aha Moment is similar to the the notion of a Big Idea or Unique Selling Point, but with two major differences: 1. Aha Moments often travel in groups—there can be many. One person’s moment of clarity can be another’s ho-hum moment. 2. Aha’s can only be expressed in words the target might actually say. People only say, “Wow, because my network infrastructure is now fluid and adaptable, I can drive home strategic value and orient my stack to open protocols” in our minds. What they actually say is more along the lines of: “F**k me, flexibility like this rocks.” The Aha discipline reminds us to focus on genuine expressions of discovery. (BTW, we have written elsewhere on how a juicy swear word can enhance the impact of a well-chosen Aha.)

aha moments are personal and heartfelt

At the core of our approach is a questioning of Big Idea thinking and the requirement that what we are selling is merely a new way to think about an issue. Aha Moments are experienced by prospects encountering products or services for the first time, or looking at an existing product in a new way. Aha is what prospects say when confronted with our message. By attempting to shape the intended reaction, we leapfrog the necessity of providing logical reasons to believe to attack the amygdala—the part of the brain devoted to emotion and arousal—head on. Because if we don’t, our marketing will fall short of its intended purpose: to move people along the funnel to buy, recommend or just like. 

In any creative solution, smart, reasoned decision-making and the promise of discovering something new go hand-in-hand. To divorce one from the other is to miss an opportunity to deliver marketing that makes a lasting impact.

July 30th, 2016

Decisions, decisions. What Marketers can learn from Pokemon Go, Katie Couric, and the bacon-cheese log of vacations.

mortar_ahamoment

Since 2002 Mortar has been a big idea agency. But no more. We have decided to change.

Read on for why you might want to join us.

Until this year we believed the essential elements of a project should be condensed onto a single page. Each of the briefs we developed were organized around a bold and inspiring big idea.

The big idea was Mortar’s launching pad for iteration and creative thinking.  (Read more here).

In 2016, we replaced the big idea with two steps: a strategic marketing decision (SMD) and an A-ha moment. This article deals with the SMD, I’ll publish on the A-ha soon.

Instead of arguing to a big idea we make a big decision about how to market. To decide what we will do differently this time. To articulate how the message should change because the way we see the world—and the client’s customer community—has also shifted.

Introducing Strategic Marketing Decisions

We call them strategic marketing decisions (SMD). Making one can be a lot harder than it sounds.

For example, let’s take the problem that plagues Yahoo: is the massive internet property a media or a software company?

If it is a media company, then content production and delivery should be its priority. Hiring Katie Couric, buying Tumblr, paying big money to stream the NFL, these are all moves in the right direction. And they contribute to Yahoo’s unique value.

But what about engineering new forms of engagement?

Take say, Pokemon Go’s innovative use of augmented reality (AR). Pokemon Go is a game. It is an app. But it is also an engineering marvel. By smart use of AR, geolocation, and a sprinkling of inspired game theory, Go’s engineering team created a new form of participatory entertainment.

You just don’t get that type of engineering from a media company, you have to be all in on being a software company.

To walk through one door is to decide not to walk through another. In marketing it is never wise to be all things to all people. Effective marketing requires focus. Focus requires choices and decisions. Many argue that Yahoo failed to prosper because it failed to decide one way or another: and the lack of clarity sapped the company of vital energy, spurring multiple failed investments and inexplicable changes in direction.

What makes a decision a Strategic Marketing Decision?

The BBC defines strategic decisions as “long term, complex decisions made by senior management. These decisions will affect the entire direction of the firm”.

At Mortar, Strategic Marketing Decisions, are decisions that impact the direction of, well, marketing.  But they need not be long-term. Just clear and wide-ranging. Like deciding to act like a leader. Or to line up behind a new vision. Or to take a position quite unlike a rival. SMDs are decisions, about marketing, that have important implications.

Writing for the Harvard Business Review Phil Rosenzweig in “What makes strategic decisions different?” describes the basic types of decision. Here’s how they apply to the SMD:

strategic marekting decision

1. Choice

Making a choice can be a strategic move. Many an organization is plagued by its inability to choose—and thus find its focus. Just by clarifying the need for a decision we can often find a new way forward.

Take Vancouver-based Westport Innovations as a example. When Westport came to Mortar they described themselves as “a Canadian IP company”. We very nearly hung up. But after visiting them we realized Westport was, more than anything else, a natural gas engine company. Oh sure they did a host of other things—like make small engine parts and work with other forms of fuel like Hydrogen—but the heart of engine maker thumped at Westport’s core. By making the strategic marketing choice to focus messaging around natural gas engines they could turbocharge the way they talked about themselves and their mission.

2. Inspirational Vision.

“In so much of life, we use our energy and talents to make things happen. Imagine that the task at hand is to determine how long we will need to complete a project. That’s a judgment we can control; indeed, it’s up to us to get the project done. Here, positive thinking matters. By believing we can do well, perhaps even holding a level of confidence that is by some definitions a bit excessive, we can often improve performance.” (Rosenzweig).

In marketing, a decision to make something happen can also be strategic.

By suggesting that a trip to the city of Reno is actually a visit to the Reno/Tahoe area, we remind travelers to the big blue lake that the joys of the bacon-wrapped cheese log of vacations is just minutes away. An example of positive thinking influencing outcomes if ever there was one.

Planting a flag on the hill as a symbol for all to follow can be an inspiring move, and work to spur creativity.

3. Betting.

“The best decisions must anticipate the moves of rivals. That’s the essence of strategic thinking, which [we can] define as “the art of outdoing an adversary, knowing that the adversary is trying to do the same to you.” (Rosenzweig).

Deciding which way the game will go can also be a candidate for a strategic decision about marketing.

A lot of what we decide is based on what we think a rival will do. Strategic decisions based on reading a rival’s tea leaves are wonderful raw material for marketing.

In marketing, deciding to decide can make the difference between success and failure. Watch for my next post: the A-ha moment that follows from the SMD.

November 3rd, 2014

Mortar + Tyra Banks: What Happens When Two Badasses Collide.

Tyra Banks is a whole lot more than just the creator of the Smize. She’s the world’s most influential supermodel and super-businesswoman. And when it comes to social media, Tyra is the boss. From fierce-faced selfies to clever quips, Tyra shares with her fans nonstop, and they love every second of it. If you need proof, just scan the daily comments from her 31 million plus followers.

Mortar recently partnered with the superwoman to bring her new cosmetics brand, TYRA beauty, to life. Because one of her core messages is to give people the power to be the CEO of their lives, Tyra developed her business as a direct selling model where the products are sold by independent contractors that she calls ‘Beautytainers.’ And when it came to brand personality, ordinary wouldn’t cut it: she wanted to zag where the beauty industry would zig. If there’s one thing to know about Mortar, it’s that we love to turn ideas on their heads—which made us and Tyra the perfect partners in crime.

Our task was to turn this layered narrative into a cohesive strategy that would captivate the world. Challenge accepted. Turning complex messages into a compelling story is, like, totes our thing. We began by developing a brand mantra that would serve as the TYRA beauty rallying cry:

Beauty. Business. Badassery.

We knew the TYRA beauty brand needed to be as loud and fierce as Tyra herself. And “badassery” was a word that Tyra could truly own—it gave her the power to carve out and own a space in the crowded world of cosmetics. From there, we crafted a crisp positioning statement and a smart, confident tone of voice that would inform every facet of the TYRA beauty brand.

Our work for Tyra sparked a social media shockwave: 292,165 likes, 15,040 comments, and 3,831 shares, for total engagement of 843,164. It even got the attention of major celebs: Alicia Keys, Russell Simmons, Ivanka Trump, and Karlie Kloss, just to name a few. (Yo, Russ, let us know where we should send our hip hop demo tape. We’re basically the next Jay-Z.)

And not surprisingly, we got plenty o’ love from TyTy herself.

Tyra came to us looking for badass, and we brought it. Though we’re still looking to her to help us finesse our booty tooch.

April 30th, 2014

Why Can’t Every Problem Be Solved By a Bulldog in a Hawaiian Shirt?

At Mortar, getting a number wrong usually results in us trying to order a pizza from a dry cleaner at 2 a.m. But for healthcare providers like Lucile Packard Children’s Hospital Stanford, the ramifications are much more serious – after all, 50ccs of a medication is a far cry from 15.

Taking basic steps, like saying “one-five instead of 15” makes a surprisingly huge difference. And that’s just one of the techniques that can be used in the hospital to eliminate preventable harm.

The question is, how do you communicate these somewhat mundane-yet-crucial rules to staff in a way they’ll pay attention to (after all, these are some of the brightest and busiest doctors and nurses in the field) while staying consistent with the warmth and care you’d expect from a children’s hospital?

Our answer: Punimals!

packard-trainingcards-ant

packard-poster-paws

 

Pairing adorable bespoke animal illustrations with equally adorable and punny headlines allowed us to communicate life-saving information in a manner people wanted to engage with. And, we gave employees plenty of opportunities for doing just that – through posters, mouse pads, training cards, magnets, screensavers and even direct mail postcards sent to employees’ homes.

packard-postcards

 

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Saving lives and keeping children healthy was clearly the most important goal of the campaign, but we have to admit to grinning when we heard people were going out of their way to collect all 10 characters. Now, if only that dry cleaner would arrive with our deep dish pie.