The Jeff Jarvis thing yesterday was a convenient segue
into a question I've been wanting to attack in detail for some time:
Are Roper Influentials bell cows or bellwethers? Before I
launch into my rant, I need to define a few terms and the scope in
order to make sure everyone's on the same page.
Which Influentials?
As I've started investigating Influentials, one thing became
immediately clear – lot's of folks have no idea what I'm talking
about and because of the unfortunate name of Influentials have
quickly made some false assumptions. So, to be clear, when I talk
about Influentials with a capital 'I,' I mean the group
of folks identified and discussed in the book The
Influentials by Jon Berry and Ed Keller. The book discusses 30
years of serious statistically valid quantitative research, conducted
by Roper ASW (now Gfk
NOP) that has revealed a methodology for identifying
approximately 10% of the American population that tend to be leading
indicators for certain trends – particularly technology and
adoption and political decisions. Now this, in it of itself, is
terribly interesting, but Berry and Keller don't stop there.
Ed Keller presented some of these ideas in a May 2004 article in
Fast Company.
There are three key reasons why the influentials matter. They are
leading indicators of consumer trends. They are consumer advocates.
And perhaps most importantly, they are market multipliers.
Influentials also drive marketplace acceptance and rejection.
When your advertising effectively reaches the influentials, your
message will go further.
My take on this is that the Roper data undeniably proves that the
Influentials are "leading indicators of consumer trends"
but beyond that I'm not so sure. There is certainly no quantitative
data presented in the book that proved to me that these folks are
consumer advocates or market multipliers. While there is some
anecdotal evidence to suggest that this might be the case, for
me, the book actually raised more questions than it provided answer
on these points. But I digress... back to the definitions.
So, when I mentions capital "I" Influentials, I
mean a group of folks that can be quantitatively identified who tend
to be leading indicators of consumer trends and who may or may not
actually influence others in any significant or interesting way.
Please let that sink in before you comment on this – whether or not
someone influences you or others has little to do with whether they
are an Influential. Yes, I know, the name is terribly unfortunate.
Pro-Life or Pro-Adoption
Politics is sticky and emotionally charged and hard to measure
without people attacking methodology if they don't like the results
(Oh yeah, well my poll says your poll is wrong!). I
find this fascinating but it presents some barriers to objectivity.
While there is some wonderful work
going on with Influentials
and politics I'm going to focus here on the other undeniable and
amazing Influentials characteristic – their uncanny ability to
predict the adoption of new products and services.
To help with this analysis, I've enlisted Geoffrey
Moore's Crossing the Chasm philosophy of product adoption. For
those of you that don't know what I'm talking about and as a review
for the rest of you, Moore proposes that products live and die in the
space between the geeky early adopters (that are nice for early
feedback but nearly worthless for market success) and the early
majority (the first of the mass adopters necessary for product
success.) He affectionately calls this gap – The Chasm. I
say affectionately because he was so right about this idea that
everyone of note has paid him dump-trucks full of money for coming up
with the idea. In his book, Moore presented a graphic representation
of The Chasm that lots of people have tacked up in their cubicle or
at least should have. It looks something like this ...

(click image to enlarge)
The big question I want to ask is where in Moore's Adoption Life
Cycle do Influentials live? Why? And what does this mean?
Bellwethers and Bell Cows
I'll use the labels bellwether and bell cow to distinguish those
that are early indicators of a trend (the bellwethers) and
those that actually lead other into the trend (the bell cows).
(Thanks to Dan Nelson for injecting the phrase bell cow into
my vocabulary.) Folks often talk about The Influentials with the
presupposed notion that they are both bell cow and bellwether.
I'm not convinced that this thinking is always valid – although
I'll admit it is almost certainly sometimes valid.
Influentials are Bellwethers
As I mentions above, Berry and Keller make a strong case that
Influentials are undoubtedly bellwethers. In their book, they show
graph after graph where Influentials adopt new products just before
mainstream America does. They show this for computers in the home,
cell phones, accessing online services and the internet, investing in
retirement plans and mutual funds, and online shopping. These trends
are consistent for years and quite frankly, are a little spooky.
There's no question here – the kids over at GfK NOP are really on
to something here (even
if they don't have blogs.)
Influentials as Early Majority
Influentials are bellwethers for successful product trends.
They are characterized by Berry and Keller as pragmatic and
connected. They place more weight on personal recommendation of
products (i.e. WOM) than they do on traditional advertising. These
facts place them in the Moore's Early Majority. Although they tend to
adopt so early that they are some times mistaken for Early Adopters.
So you might call them the Early Early Majority.
Why are they not Early Adopters? Well here's what Ed Keller
said...
In terms of being market trendsetters, consistently, the
influentials tend to be two, three, and five years ahead of the
curve. But they are not the earliest adopters. They're the early
majority. Early adopters don't necessarily have the broad social
connectivity you need to throw an idea forward.
I think he's almost right. According to Moore, Early Adopters do
have networks and tell people about the stuff they're trying –
anyone who will listen in fact. The problem is that everyone knows
that these geeks are early adopters and as such they often seek high
risk solutions that are difficult and expensive – not because their
good but because they're cool. Fortunately, or unfortunately
depending on your perspective, no one listens. What separates Early
Adopters from Early Majority is that the Early Majority must see
other Early Majority adopting before they adopt whereas Early
Adopters want to be first. The Early Majority avoids
being first. They don't want the head aches of the bleeding edge.
It's this paradox – Early Majority have to see other Early
Majority adopt before they adopt – that creates
Moore's Chasm. This is what makes it hard to launch new products.
Unleash the Marketing Hubris Monster
I think the conversation probably went something like this...
MARKETER: We need to get the Early Majority to buy.
MARKET RESEARCHER: Well we know who's going to adopt first,
we call them Influentials – but not because they influence
necessarily.
MARKETER: Influentials! Great! Let's market to them and
they'll influence everybody else!
MARKET RESEARCHER: I'm so misunderstood. I told him
Influentials may not influence. I don't understand why everyone is so
confused.
MARKETER: Oh don't be silly, of course they influence,
they're called Influentials aren't they - just look at this
fancy chart of my freakin' brilliant marketing plan.
which probably looked something like this...

(click image to enlarge)
Brilliant, right? Wrong. This type of thinking presupposed that if
you hit Influentials with a good enough marketing message that they
will adopt and spread the word – instant bell cow. The problem is
that Berry and Keller tell us that Influentials are increasing
skeptical of advertising and marketers (in fact it's another trend
for which the Influentials are bellwethers). Influentials place more
weight on personal recommendation, personal experience and
investigation than they do on advertising – much more. And Moore
tells us that unless the Early Majority – and Influentials by
extension - sees adoption among their Early Majority peers they won't
adopt anyway.
You can't get Influentials to be Early Adopters, even if you spend
a biscillion dollars on marketing. In fact, the more you market to
Influentials, the more incredulous they become and the more resistant
they are to adopting – at least with your product.
Influentials as Mirror
So if marketing isn't effective with Influentials and they aren't
(always) bell cows then why do they adopt first? This is an excellent
question and I think Paul Leinberger, a senior VP at GfK NOP, hit on
the answer in a quote found in Berry and Keller's book. Leinberger
said:
[The Influentials tend to] mirror the behavior of the total public
– just out ahead of it.
Remember what Keller said on this matter, that Influentials use
"broad social connectivity... to throw an idea forward". I
think this is the part that he has wrong and that Mr. Leinberger has
right – Influentials mirror the future; they don't necessarily
drive it. I agree with the evidence that Influentials have "broad
social networks," but I think these networks are used to collect
information about new products and services and not always the other
way round. Moore tells us that successfully Crossing the Chasm
involves creating the illusion that some Early Majority are adopting
– this reassurance in necessary to convince other Early Majority
that they are past the "bleeding edge" phase of the product
life cycle. It's my assertion that these first of the Majority
Adopters – the Early Early Majority – tend to be Influentials.
Why? For the reasons Berry and Keller tell us they are Influentials
in the first place– because of their social networks.
If we were to draw an Influentials/Chasm diagram based on this
interpretation, it might look something like this
(click image to enlarge)
The Influentials are aggressive data collectors – they collect
from multiple sources and place a high value on the opinions of
others (excluding marketers). Through their extensive social
networks, Influentials instinctively know when everyone else in on
the verge of adopting. It is this sense of eminent adoption
that provides the reassurance that Influentials need to adopt
themselves. A sense of eminent adoption, it seems, feels much like
actual majority adoption to the Early Early Majority Influential.
Social networks are absolutely essential in the adoption process but
they work in exactly the opposite direction that conventional wisdom
dictates. I think Berry and Keller have it right – Influentials
tend to be at the center of these social networks – but the
information flowing inward is more important in adoption decisions
than the information flowing out.
The Influential Paradox
So Influentials adopt first. Then what? We turn to Moore again –
the rest of the Early Majority adopters are standing around looking
for their peers to adopt. Because their social networks are not as
strong they miss the memo – EVERYONE IS ABOUT TO OWN CELL PHONES
for example. They know they want a cell phone. They think cell phones
are a good idea. They just aren't sure if cell phones are going to be
mainstream enough to be safe – what if they don't keep building
towers, what if the store I buy from goes out of business, etc. All
they need is to see another Early Majority adopter with a cell phone
– enter the Influential. And yes, in this small yet important way,
the Influential is, well, influential with a lower case i. The
Influentials are the quintessential Jones with whom the other Early
Majority folk must keep up.
At this point the Marketing Guy usually jumps out of his chair and
exclaims "So it IS the Influential I want to
target!"
Uh, still no. They won't listen to you. They'll listen to those in
their social networks and to other independent information sources
that they consider credible. Haven't you been listening? Of course
not, you're a marketing guy. Never mind. Stupid question. Forget I
asked. Okay – last time through – non-Influentials won't buy
until they see Influentials buy but you can't market directly to
Influentials as they won't listen to you, so you need to market to
everyone else so they tell the Influentials so the Influentials will
adopt which then triggers everyone else's adopting. Got it? Good.
This is the Influential Paradox. Influentials don't adopt until
most everyone in their social networks are about to adopt. Yet to
reach the Influentials, marketers have to go through the social
network because Influentials listen to people in their network –
not marketing.
This is a little mind bending. Those who know me know that this
can only lead to one thing – analogy.
Think of people as a bunch of dominoes. You set each dominoes up
on end on a gymnasium floor so as to knock each other down in
sequence. All of these dominoes lead to a few key dominoes that you
set up very last in order to prevent a premature triggering. Of
course, these key dominoes are your Influentials. If they were set up
by themselves and knocked down (with no other dominoes behind them)
the show would be a little underwhelming. All of the other dominoes
have to be set up and ready to fall first before your Influentials do
any good. And yes, the Influential dominoes do cause all the
rest to fall but only after you've done all the work to set all of
the rest of the dominoes up.
In the real world you can tell when you're about to cross The
Chasm because the key dominoes are finally set up – your
Influentials, your Early Early Majority begin to adopt.
If this is the case, why should marketers waste their time with
Influentials? What good are they if you can't convince them to buy
directly?
Marketing to Influentials After the Sale
Influentials aren't going to "throw an idea forward"
that they don't know to be valid. Their reputation rides on their
recommendations and they aren't going to risk that on a product or
service they're not passionate
about. This passion doesn't come until after they've used the
product. A lot of the conversations about Influentials are
focused on getting them to buy (which as I've outlined
is somewhere between really really hard and impossible) instead of
just after they've bought. It's after the point of
purchase that Influentials become truly valuable to the marketer.
Just like anyone, Influentials want to be right. Marketer's greatest
opportunity with Influentials lies in giving them something positive
to talk about right after adoption. Great out-of-the-box experience!
Great customer support! A product that actually works! What? These
don't sound like marketing functions? Well they are are now. For more
on the transition from shouting at customers to having a conversation
with them see WOMMA
CEO Andy Sernovitz's State of The Industry presentation from the
March WOMMA Summit.
The best way to turn Influentials into evangelists for your
product or service is to let them make their purchase decision on
their own and then make sure they have an I Rule experience after
they buy. For more on creating I Rule experiences see Kathy
Sierra's excellent Creating Passionate Users blog. I don't think
marketers can make Influentials talk about their products – but I
think if Influentials are going to talk that marketers can do a lot
to help ensure that Influentials say a lot of good stuff.
Find What Influentials Want and Build That
I would assert that a lot of what the WOMMA
folks are discussing comes in to play here. Influentials are more
about listening than talking. Again, because of their connection with
their social networks, Influentials are the most informed of both
positive and negative trends; the wants, needs and desires of their
networks; and what motivates those networks. It's hard to get an
Influential to listen to a marketer but it's easy to get them to talk
to a market researcher. Berry and Keller report that Influentials
like to share their opinions with others. And as Gfk NOP's Paul
Leinberger said – Influentials mirror the future. They are
bellwethers. They're are the closest thing you have a to crystal
ball. So talk with to them – not to sell to them –
but to listen to them, to learn about the future. Once you know where
people are going you can be there with a product that meets their
needs.
And About That "One American in Ten..." Stuff
For the three of you that don't know, the subtitle of The
Influentials is "One American in ten tells the other nine how to
vote, where to eat, and what to buy." Hmmmm.
Before I rant a bit, I need to disclaim - the ideas presented here
are ones that I just came up with. Mostly as I was writing them. I
have no research to back me up. None. I'm not a professional market
researcher, or marketer, or advertiser, or professor or student of
marketing or related topics. I don't work for a consumer products
company and I've never attended an AMA or WOMMA meeting. I'm a new
breed, what some media guy is bound to call a citizen marketing
industry analyst or some silliness. This is just a hobby. An
elaborate, sick, hobby.
That said, I think that my hypothesis is more consistent with the
quantitative evidence presented in Berry and Keller's book than their
catchy subtitle is. I don't think that the Influentials are
influential. I think they're influenced. I think nine in ten
Americans tell the other one how to vote, where to eat and what to
buy. If he or she has a good experience, then the other nine will
learn from watching the guinea pig and start sticking their toes in
the water. But that probably wouldn't have sold as many books.
This is not to say that I don't believe in the Influentials. I
think their discovery is astounding and important – very important.
But I think that banging them into the shape of a bell cow because
it make marketing easy is flawed and dangerous and diminishes the
credibility of the idea. To be fair, beyond their subtitle, Berry
and Keller don't wander very far down the bell cow path – but the
damage has been done. It's time for everyone to be deprogrammed.
Repeat after me – Influentials may not be influencers. Influentials
may not be influencers. Influentials may not be influencers. Amazing
bellwether yes. Bell cow – maybe - at best but I don't think so –
not in the way marketers want them to be.
And How Does This Relate to Blogs?
Of course I have to relate this back to blogs. Call it an
obsession. According to Blogads, 70% of blog readers are
Influentials. A good number of these maintain their own blogs. The
rest probably write comments somewhere – probably about your
company or service. If you want to know what the future is, read
blogs. If you want to encourage discussions among
Influentials then start a blog about your product or service or
industry – one with comments. In a post
on WOMMA's Womnibus blog, Jupiter
Research's Gary Stein reports
the people who post online are your best customers and have an
increased sense of brand loyalty. If your company is trying to find
and communicate with the people who are most likely to purchase your
product or service, look at the people who post about you.
I think this is great advice. Of course, Mr. Stein doesn't
have comments or trackbacks on his
blog so I'm not really sure how he plans to communicate.
For example if I wanted to say that I think that Jupiter Research
produces sloppy shoddy products or that they don't practice what they
preach, he might not even know about it. If he does find out about
it, he then needs to come and comment here – or else folks might
not see his response. Or he can post a response on his own blog with
a link for his readers to follow here – where they will learn what I've said. Hmmm. Good
thing I don't know anything about the quality of Jupiter's products
and have no such opinions or else they might be in a sticky
situation. – but that's beside the point. The point being, if
you care what Influentials think then you should blog and, according
to Mr. Stein's philosophy, enable comments - no matter what example
he sets.
[UPDATE: Mr. Stein was gracious enough to stop by and offer some insightful comments. Very classy, very professional and quite funny. He's clearly tuned in and listening. I appologize for even suggesting otherwise.]
Niall Cook of Hill
& Knowlton has some more good thoughts on this here.
Great. I'm glad we cleared that all up. Thanks for reading. And
if you're an Influential, please leave comments – I've got them
enabled.