Consumer insights and the account planning function responsible for identifying them has
transformed marketing research as well as communication planning. It calls for “deep insight into
consumer minds and hearts,” according to Regina Lewis, a member of this textbook’s advisory
board. “It’s not just about how people think but it’s what is in their minds and hearts – their mental
and emotional mind-sets,” according to Ms. Lewis.
Account Planning
Account planning analyzes the research to uncover consumer insights. Insights are what happens
when the light bulb goes off and the planner sees something in a new way. From this insight clues
come concerning how and when to best reach the target audience and what to say.
Account planningis the research and analysis process used to gain knowledge of
the consumer that is expressed as a key consumer insight.An account planner,
then, is a person in an agency who uses a disciplined system to research a brand and
its customer relationships in order to devise advertising (and other marketing
communication) message strategies that are effective in addressing consumer needs
and wants. Account planning agencies are based in research but focus on deriving
meanings about consumers.
Principle:The account manager is seen as the voice of the client, and the account
planner is seen as the voice of the consumer.
Account planners do not design the creative strategy for an ad, as this is usually a
team process that requires the participation of the creative department. Rather, the
planner evaluates the consumer’s relationships with the brand and with media to
determine the kind of message to which they might respond. The objective is to
help the creative team come up with a better idea – making their creative process
easier and faster.
Susan Mendelsohn, a leader in the U.S. account planning industry explains the
account manager’s task as follows: 1) understand the meaning of the brand, 2)
understand the target audience’s relationship to the brand, 3) articulate
communication strategies, 4) prepare creative briefs based on an understanding of
the consumer and brand, and 5) evaluate effectiveness of the communication in
terms of how the target reacts to it.
The Consumer Insight Process
Through the process of strategic and critical thinking, the planner interprets the
consumer research to find a key consumer insight that will help move the target
audience to respond to the message. Consumer insights reveal the inner nature of
consumer’s thinking, including such things as mindsets, moods, motivations,
desires, aspirations, and motives that trigger their attitudes and actions.
Research: Brand Intelligence
Insight begins with research. The objective is to puzzle out a key insight that will
help move the target audience to respond to the message. Insight research, in other
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