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A No-Disasters Checklist!

Save this one: forward it to colleagues and your agency

Vol. 6, Issue No. 4 | February 22, 2010 By Denny Hatch
20
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IN THE NEWS

'The Checklist Manifesto': a simple, brilliant prescription for getting things right

This is a brilliant book about an idea so simple it sounds dumb until you hear the case for it. Atul Gawande presents an argument so strong that I challenge anyone to go away from this book unconvinced.

"The Checklist Manifesto" is about how to prevent highly trained, specialized workers from making dumb mistakes. Gawande ... is a surgeon, and much of his book is about surgery. But he also talks to a construction manager, a master chef, a venture capitalist and the man at The Boeing Co. who writes checklists for airline pilots.

Commercial pilots have been using checklists for decades. Gawande traces this back to a fly-off at Wright Field, Ohio, in 1935, when the Army Air Force was choosing its new bomber. Boeing's entry, the B-17, would later be built by the thousands, but on that first flight it took off, stalled, crashed and burned. The new airplane was complicated, and the pilot, who was highly experienced, had forgotten a routine step.

Bruce Ramsey, The Seattle Times, Jan. 7, 2010


___Yes ___ No

2. Does your copy contain some or all of the 13 most powerful and evocative words in the English language: You - Save - Money - Guarantee - Love - Results - Proven - Safety - Easy - New - Health - Discovery - Free?

___Yes ___ No

3. Since “you” is the subject of every sales effort, is your promotion about “you”—as opposed to "we," "us" or "our"?

___Yes ___ No

4. "The prospect doesn't give a damn about you, your company or your product. All that matters is, 'What's in it for me?'" —Bob Hacker

Are you emphasizing your product and what it will do for the prospect rather than yourself and your company?

___Yes ___ No

5. “Probably well over half our buying choices are based on emotion.” Jack Maxson

“When emotion and reason come into conflict, emotion always wins.”John J. Flieder

Is your sales pitch emotional (rather than analytical and rational)?

___Yes ___ No

6. "People want quarter-inch holes, not quarter-inch drills."MBA Magazine

Does your sales pitch highlight benefits (e.g., you get quarter-inch holes)—as opposed to features (e.g., buy a drill)?

___Yes ___ No

7. "Your job is to sell, not entertain." —Jack Maxson

"Cute and clever simply don't work."Nigel Rowe

Is your presentation cute, clever and entertaining?

___Yes ___ No

8. Do you make an offer?

___Yes ___ No

9. "You cannot sell two things at once." —Dick Benson

Are you giving the prospect too many choices?

___Yes ___ No

10. “The right offer should be so attractive that only a lunatic would say, 'No.’"Claude Hopkins

“If you want to dramatically increase your results, dramatically improve your offer.”Axel Andersson

Is your offer the very strongest one you can field?

___Yes ___ No

11. Does your company name and address appear somewhere on every piece in the promotion?

___Yes ___ No

12. Do you include a guarantee of satisfaction backed up with the real signature of a real person?

___Yes ___ No

13. Do you have a deadline date that is so far in the future it loses urgency or so near to the drop date that if the mailing is delayed your promotion is chopped liver?

___Yes ___ No

14. Do you include testimonials from happy customers or donors?

___Yes ___ No

15. Is your offer so simple an idiot can understand it?

___Yes ___ No

16. Do you make it easy to respond?

___Yes ___ No

17. Has your paranoid legal department destroyed the flow of the argument with disclaimers and footnotes in gray sans serif mousetype and/or a bunch of the following in superscript: * ‡ ™ © 1 2 3 ?

___Yes ___ No

18. Before going live, have you handed your promotion off to a half dozen strangers—who have no skin in the game—to make sure the whole thing makes sense, tracks, and the ordering mechanism is smooth and easy?

___Yes ___ No

19. Can customers respond in the manner most convenient to them: mail, phone, fax, e-mail or via your Web site?

___Yes ___ No

20. Does your response link address take the customer to your general homepage, as opposed to a special satellite page that directly relates to the specific offer?

___Yes ___ No

21. Will the phone be answered no later than the second ring?

___Yes ___ No

22. Will everyone that answers the phone be expecting the call and have a working knowledge of the product so questions can be answered?

___Yes ___ No

23. Do you have a fail-safe system in place that enables you to measure responses by source and determine return on investment?

___Yes ___ No

24. Are you able to fulfill orders immediately?

___Yes ___ No

25. Are absolutely foolproof instructions included with the shipment?

___Yes ___ No

26. “The sale begins when the customer says ‘yes.’” Bill Christensen

Does your fulfillment material resell the product and reassure the customer that buying it from you was a really smart decision?

___Yes ___ No

27. Does your fulfillment material make the customer feel good about doing business with you? Does it contain a phone number in case the customer has a question?

___Yes ___ No

28. Is the product or service ready to use immediately for instant gratification? In other words, can the customer wear it, eat it, start reading or listening to it, hang it on the wall, sit in it, or plug it in and have it do its thing the moment it's unwrapped?

___Yes ___ No

29. Do you make it easy to return the merchandise?

___Yes ___ No

30. If the promotional effort is successful, can you turn on a dime and roll it out immediately to new prospects?

___Yes ___ No

31. Is 20 percent of your marketing budget allocated for testing?

___Yes ___ No

 

Direct Mail
All of the above plus:

32. “A letter should look and feel like a letter.” —Dick Benson

Does your letter look and feel like a letter?

___Yes ___ No

33. If the letter is personalized, does the typeface in the personalization (date, name, address, salutation) match the typeface in the body of the letter?

___Yes ___ No

34. Does the signature look real (as opposed to a computer-generated font) and printed in blue or black ink (as opposed to red)?

___Yes ___ No

35. Are all the elements in the mailing small enough to fit in the envelope and folded so they're machine-insertable?

___Yes ___ No

36. Have you given the lettershop detailed instructions—and a sample dummy of the mailing—so no question exits about how every element is folded, which order it's inserted and which side faces the envelope flap?

___Yes ___ No

37. Has a USPS expert analyzed your entire mailing to guarantee that you're taking advantage of all possible merge/purge and CASS (Coding Accuracy Support Systems) technology and presort postal discounts down to carrier route sort?

___Yes ___ No

38. Have you checked with your local postmaster to be sure the thing is indeed mailable?

___Yes ___ No

39. Have you cleared the mail date with all the list owners from whom you're renting names?

___Yes ___ No

40. Are the permit numbers on your outgoing indicia and incoming business reply mail correct?

___Yes ___ No

41. Is the address on your business reply mail correct?

___Yes ___ No

42. Do you have postage money for the mailing on deposit with your lettershop or the USPS?

___Yes ___ No

43. Do you have money deposited in your USPS Business Reply account?

___Yes ___ No

 

Space (Off-the-Page) Advertising
All of the above plus:

44. “I’ve never bought an ad at full rate in my life.” —Iris Shokoff

Do you have a professional media buyer negotiating the best rates?

___Yes ___ No

45. Does the publication have a history of success with direct response advertisers, and have your competitors advertised there?

___Yes ___ No

46. If your ad is running in a niche publication (as opposed to general interest), have you versionalized the headline and copy to appeal to that specific readership?

___Yes ___ No

47. Is the order coupon on the lower outside corner of the ad (as opposed to the gutter, the top or worse, in the center?

___Yes ___ No

48. Is the coupon square or rectangular as opposed to a triangle, rhomboid, circle, or some other weird and disconcerting shape?

___Yes ___ No

49. Are the reply address, phone number, e-mail address and Web address on the order coupon as well as in the ad itself?

___Yes ___ No

50. Is there room on the coupon to legibly write a credit card account number?

___Yes ___ No

 

Catalog
All of the above plus:

51: Have you included an order form?

___Yes ___ No

 

E-mail/E-commerce
All of the above plus:

52. Is the subject line of your e-mail a grabber—irresistible?

___Yes ___ No

53. Will your subject line get past spam filters?

___Yes ___ No

54. Remembering that you're one click from oblivion, is your landing page powerful, to the point, easy to navigate, and not wordy or boring?

___Yes ___ No

55. Do distractions exist on your landing page that could take the customer’s mind off the business at hand (e.g., Investor Relations, Press Office, About Us, Site Security, etc.)?

___Yes ___ No

 

Broadcast—DRTV
All of the above plus:

56. Are your 800 number and Web reply address prominently displayed in large type at the bottom of the screen throughout the commercial?

___Yes ___ No

57. Have you alerted your inbound telemarketing operation as to the precise times that your commercials are running and provided a response estimate?

___Yes ___ No

58. Have you made arrangements to handle overflow calls during spike periods?

___Yes ___ No


OK, what have I missed?
Please go to the comment section and fill in any checks I've omitted.

  • I will post your suggestions immediately.
  • They will be added to the master checklist and posted on my Web site for all to steal.

Or e-mail me directly: dennyhatch@yahoo.com


55-Word Book Review
**** The Checklist Manifesto: How to Get Things Right
by Dr. Atul Gawande. Dazzling descriptions of how checklists are created, save lives in hospitals, help Warren Buffett analyze companies, prevent disasters on crippled airliners, enable skyscrapers to be built, restaurants to run and how Wal-Mart saved New Orleans in Katrina. Checklists keep smart people from screwing up, as well as create teamwork and foster communications. A masterpiece! Metropolitan Books, 224 pp, ISBN-13: 978-0805091748, $24.50 hardcover. —DH 02-17-10
http://url2it.com/cerl


Takeaways to Consider

  • Checklists in this complex, high-tech world are indispensable.
  • [Checklists are] about how to prevent highly trained, specialized workers from making dumb mistakes.
    Bruce Ramsey, The Seattle Times, Jan. 7, 2010
  • At Wright Airfield in 1935, a Boeing experimental Model 299—a proposed four-engine bomber—crashed on takeoff, killing two of the five crew members. The pilot had forgotten to unlock the hydraulic elevator and rudder controls. A checklist was created for future flights.
  • The test pilots made their list simple, brief and to the point—short enough to fit on an index card, with step-by-step checks for takeoff, flight, landing and taxiing. It had the kind of stuff that all pilots know to do. ... You wouldn’t think it would make that much difference. But with the checklist in hand, the pilots went on to fly the Model 299 a total of 1.8 million miles without one accident. The army ultimately ordered almost thirteen thousand of the aircraft, which it dubbed the B-17. And, because flying the behemoth was now possible, the army gained a decisive air advantage in the Second World War, enabling its devastating bombing campaign across Germany.
    Atul Gawande, “The Checklist Manifesto"
  • Four generations after the first aviation checklists went into use, a lesson is emerging: checklists seem able to defend anyone, even the experienced, against failure in many more tasks than we realized. They provide a kind of cognitive net. They catch mental flaws inherent in all of us—flaws of memory and attention and thoroughness. And because they do, they raise wide, unexpected possibilities. But they presumably have limits, as well. So a key step is to identify which kinds of situations checklists can help with and which ones they can’t.
    —Atul Gawande
  • In a complex environment, experts are up against two main difficulties. The first is the fallibility of human memory and attention, especially when it comes to mundane, routine matters that are easily overlooked under the strain of more pressing events. (When you’ve got a patient throwing up and an upset family member asking what’s going on, it can be easy to forget that you have not checked her pulse.)
    —Atul Gawande
  • Faulty memory and distraction are a particular danger in what engineers call all-or-none processes: whether running to the store to buy ingredients for a cake, preparing an airplane for a takeoff, or evaluating a sick person in the hospital, if you miss just one key thing, you might as well not have made the effort at all.
    —Atul Gawande
  • Checklists seem to provide protection against such failures. They remind us of the minimum necessary steps and make them explicit. They not only offer the possibility of verification but also instill a kind of discipline of higher performance.
    —Atul Gawande

Web Sites Related to Today's Edition

“The Checklist Manifesto” by Atul Gawande
http://url2it.com/cerl

Atul Gawande
http://gawande.com/

The Seattle Times review of “The Checklist Manifesto”
http://url2it.com/cfad

Don Parcher, The Checklists Guy
http://checklists.com/blog


 
20

COMMENTS

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Comment *
Most Recent Comments:
Stacy Murison - Posted on March 03, 2010
Thanks for taking the time to put this together. I also highly recommend Gawande's book--a must-read and, dare I say, more compelling than other "management" books...
Bill Christensen - Posted on March 03, 2010
Denny: Of course, your check list begins at the true beginning: Copy, offer, motivation, emotion, subject (you-centric), response triggers, etc. Talked to a successful internet entrepreneur recently, who has personally spent more than $100,000,000 on search and click advertising. He told me, "We don't need any more SEO and click gurus, we really, really need people who know how to craft a compelling offer". Warm Regards. Bill
Beatriz Mallory - Posted on February 27, 2010
Denny, your mastery of the craft continues to be unparalleled.

At your request, a couple of suggestions.

#51a -- does the direct hyperlink and inbound toll-free number both appear at the bottom of each page?

#54a -- can the consumer get the story, offer and COA "above the scroll" (the equivalent of "above the fold")

Four more considerations:

(1) sense of urgency in email marketing. Remember the old fast-50's?

(2) it would be best if the call center taking inbound calls have non-English speakers on call, regardless of the language of the promotion. Especially true in financial services.

(3) the overall list might be expanded to address the world of Search marketing. There are very specific to-do's to ensure success.

(4) Finally, my pet peeve...coupon design. Can the prospect enter a two-line address, and do you accommodate capturing zip+4 vs. just 5-digit zip?

Thank you so much for this specific checklist, and for reminding all of us veterans that you can't be too careful.
Trish Doll - Posted on February 24, 2010
Right on target! BRAVO!
Peter Rosenwald - Posted on February 24, 2010
Great! And not only for beginners but for golden oldies too. May I suggest an additional tool that I have been using to great effect. It is called a Mindmap and can be downloaded for a free trial from www.mindjet.com. Bringing your ideas together on a Mindmap together with the checklist can sharpen your focus enormously and make sure that you have your thoughts in order - in the right order. Try it. Peter Rosenwald, São Paulo, Brasil
Tom Cannon - Posted on February 24, 2010
Denny, This checklist is WONDERFUL!! I am teaching an arts fundraising class at the Savannah College of Art and Design and 99% of this list has direct transference for preparing nonprofit fundraising copy. Most of my grad students are 20-somethings with art backgrounds who are getting a Masters in Museum Administration. In my course's last unit, I reference you and I say, "Reading his blog is like having a conversation with that really cool Uncle in Philly whose stories always teach you something new. His blog is geared towards general business, but 90% of what he talks about can be applied to the nonprofit world. A truly valuable site for the arts organization fundraiser." Thank you so much. Tom Cannon Savannah, GA
Andrejs Zommers - Posted on February 23, 2010
Denny,

Excellent list! I'd add one more item:

Check and double-check the select parameters of any rented lists or subsets of your house file.

If we're following the 40-40-20 Rule, you should never forget the first 40!
Sandi Peterson - Posted on February 23, 2010
Thank you, thank you! I have spent the past 30 years banging the Checklist drum. We offer Press Checks, Lettershop Checks across the US and Canada. We use Checklists for all of our clients on every job at every vendor. It is amazing what we catch that others have missed! When we give our training sessions we go through all the Checklists and explain what all those crazy print and direct mail terms mean. We offer old school training using new school technology.
Dev. Kinney - Posted on February 23, 2010
Researchers from Harvard say that operating room deaths and medical complications are decreased by 1/3rd whenever nurses and doctors follow a 19-step checklist before, during, and after the surgical procedure. Yet Dr. Atul Gawande, who is the Harvard School of Public Health paper’s senior author, says some surgeons still resist the practice of checklists. A direct marketers wouldn't last long ignoring 1/3rd response failure. Thanks to you and DHL respondents for the list of critical considerations.
Valerie Lambert - Posted on February 23, 2010
I’d modify these somewhat. It seems as though you’re not accounting for the internet/e-mail as much. (I bang this drum a lot, since I speak on it, primarily for non profit fund raising.)

#2 – Take into account spam filters and check your (e-mail) message with a good one, to check your spam count. Words like “free” will hurt you…bad!

#11 – Does your HYPERLINK appear on every piece. And is it a DIRECT hyperlink, or are you going to make the customer wander all over your site to find the location you want them to? (relates to #16, #19 & #20)

#43b – Did you add a variety of “seed” addresses, to see how the piece looks when delivered – and when it arrives?

#53b – Have you tested your e-mail with a spam tester (available online), to get your approximate score?

Other e-mail points:

-- Do photos take up too much space, so that if the customers viewer can’t see them, they see nothing (much)?

-- Do you embed text behind photos in e-mail, so that customers can see that message instead if photos don’t display?

-- Can you track e-mail appeals as distinctively as mail appeals, with each of the landing pages being distinctive? It’s doubtful you’d track mail income as “2010,” so don’t do this with e-mail income.
mal decker - Posted on February 23, 2010
Denny,

Well do i remember the check list you required your clients to complete before you accepted an assignment. Long live the check list.

Best, Mal.
Dave Gardner - Posted on February 23, 2010
Very nice post. As a technical editor/writer, I see the need for these all the time... whether for assembling equipment, installing software, operating a medical device, or for performing a spacecraft manuever. Clear and concise writing (like Gawande and you described, fits on a small piece of paper or a note card) is sometimes the best -- especially when a critical task is required. I'm going to apply your checklist to my technical editing/writing tasks for my clients (and for when I venture into copywriting). Thanks so much for this info. Very helpful. Best regards, Dave Gardner, Editor/Writer
Dave Culbertson - Posted on February 23, 2010
Thanks for coming out in support of checklists, Denny. I'm going to share your article far and wide.

I've tried to get business partners and clients to implement checklists for years, but always get push-back. 2010 will be my year-of-the-checklist!
David Precechtil - Posted on February 23, 2010
I always enjoy reading your newsletters.
Today’s issue caught my attention with the topic of checklists. I just finished reading Switch, how to change
things when change is hard. It was a good read and they also pointed out the value of checklists.
Thanks for the entertaining and valuable
information and opinion you share.
Natalie - Posted on February 23, 2010
On our checklist here we look at spelling, punctuation, and grammar. You did not mention this. #34 above has a spelling error. But that does not take away from the relevance of the article. Thanks for being a great mentor.
Adam Moskow - Posted on February 23, 2010
Hello Denny,

Great checklist and info (as usual!)... i'm not sure if you have it down specifically or not as you do mention correct address and to show phone number - BUT to check that the phone number is indeed correct before printing.

Also, is all key coding and coding correct? I hate to tell you how many tests I've seen blown after so much money and hard work only to not be able to track or read the results afterwards.

And, did you provide customer service (or order intake) with copies of sales piece (brochures, print ads, Outer Envelope, etc.) so they know what specific offer/product they're talking about AND actual product samples (if available) so they can answer questions.

thanks again for the checklist.

Adam
Sheri Harris - Posted on February 23, 2010
What exactly is your #1 marketing objective with this effort - are you sure offer logically matches and rewards desired respondents? Higher response may not be good - maybe fewer, but better-qualified responses would slash call center or fulfillment costs, leading to better overall ROI? Maybe a 2-step process would generate higher conversion in the long run? Re: email subject lines: are email subject lines 35-40 characters, max? Research varies on what works best, but in general, probably better off fitting your message within visible space and testing an occasional longer one that cuts off, just to see if cognitive dissonance kicks in (as in "gotta see what rest of that says... old trick of finishing page 1 sales letter sentence on page 2...)
Wash Phillips - Posted on February 23, 2010
Denny, terrific list!
Aviation lists typically aim for positive adjustment relative to the condition of flight (e.g., takeoff, cruise, approach, landing, taxi) and are basically "have you done this?" in nature.
Considering the newbie audience you mentioned, the instructive nature of your list is especially important.
So, consider this: of the 58 checklist items, 53 imply (to the uninitiated) a "yes" answer is the correct way to go. as you intended.
Numbers #7, #9, #17, #20 seem to point in the "no" direction.
Suggestion: review the language of those 4 nos (7, 9, 17, 20) to apply the "as opposed to" terminology used successfully in #33 to imply a "yes" is correct.
Of course, I've filled out medical history forms that had--among the listings--an "Are you reading this form?" note, to prevent applicants who just check a "no" box automatically without reading, but that's a different audience/motivation and does not seem to be your intent here.
Bernadette Price - Posted on February 23, 2010
Magnificent!
Trade shows?
Kimberlee Cords - Posted on February 23, 2010
How about this - have you personally dialed the telephone number in your ad (website/letter, etc) to make sure it is correct? In this day of 800, 888, 866, it's easy to mis-type a prefix and have your calls directed to a very different place!
Click here to view archived comments...
Archived Comments:
Stacy Murison - Posted on March 03, 2010
Thanks for taking the time to put this together. I also highly recommend Gawande's book--a must-read and, dare I say, more compelling than other "management" books...
Bill Christensen - Posted on March 03, 2010
Denny: Of course, your check list begins at the true beginning: Copy, offer, motivation, emotion, subject (you-centric), response triggers, etc. Talked to a successful internet entrepreneur recently, who has personally spent more than $100,000,000 on search and click advertising. He told me, "We don't need any more SEO and click gurus, we really, really need people who know how to craft a compelling offer". Warm Regards. Bill
Beatriz Mallory - Posted on February 27, 2010
Denny, your mastery of the craft continues to be unparalleled.

At your request, a couple of suggestions.

#51a -- does the direct hyperlink and inbound toll-free number both appear at the bottom of each page?

#54a -- can the consumer get the story, offer and COA "above the scroll" (the equivalent of "above the fold")

Four more considerations:

(1) sense of urgency in email marketing. Remember the old fast-50's?

(2) it would be best if the call center taking inbound calls have non-English speakers on call, regardless of the language of the promotion. Especially true in financial services.

(3) the overall list might be expanded to address the world of Search marketing. There are very specific to-do's to ensure success.

(4) Finally, my pet peeve...coupon design. Can the prospect enter a two-line address, and do you accommodate capturing zip+4 vs. just 5-digit zip?

Thank you so much for this specific checklist, and for reminding all of us veterans that you can't be too careful.
Trish Doll - Posted on February 24, 2010
Right on target! BRAVO!
Peter Rosenwald - Posted on February 24, 2010
Great! And not only for beginners but for golden oldies too. May I suggest an additional tool that I have been using to great effect. It is called a Mindmap and can be downloaded for a free trial from www.mindjet.com. Bringing your ideas together on a Mindmap together with the checklist can sharpen your focus enormously and make sure that you have your thoughts in order - in the right order. Try it. Peter Rosenwald, São Paulo, Brasil
Tom Cannon - Posted on February 24, 2010
Denny, This checklist is WONDERFUL!! I am teaching an arts fundraising class at the Savannah College of Art and Design and 99% of this list has direct transference for preparing nonprofit fundraising copy. Most of my grad students are 20-somethings with art backgrounds who are getting a Masters in Museum Administration. In my course's last unit, I reference you and I say, "Reading his blog is like having a conversation with that really cool Uncle in Philly whose stories always teach you something new. His blog is geared towards general business, but 90% of what he talks about can be applied to the nonprofit world. A truly valuable site for the arts organization fundraiser." Thank you so much. Tom Cannon Savannah, GA
Andrejs Zommers - Posted on February 23, 2010
Denny,

Excellent list! I'd add one more item:

Check and double-check the select parameters of any rented lists or subsets of your house file.

If we're following the 40-40-20 Rule, you should never forget the first 40!
Sandi Peterson - Posted on February 23, 2010
Thank you, thank you! I have spent the past 30 years banging the Checklist drum. We offer Press Checks, Lettershop Checks across the US and Canada. We use Checklists for all of our clients on every job at every vendor. It is amazing what we catch that others have missed! When we give our training sessions we go through all the Checklists and explain what all those crazy print and direct mail terms mean. We offer old school training using new school technology.
Dev. Kinney - Posted on February 23, 2010
Researchers from Harvard say that operating room deaths and medical complications are decreased by 1/3rd whenever nurses and doctors follow a 19-step checklist before, during, and after the surgical procedure. Yet Dr. Atul Gawande, who is the Harvard School of Public Health paper’s senior author, says some surgeons still resist the practice of checklists. A direct marketers wouldn't last long ignoring 1/3rd response failure. Thanks to you and DHL respondents for the list of critical considerations.
Valerie Lambert - Posted on February 23, 2010
I’d modify these somewhat. It seems as though you’re not accounting for the internet/e-mail as much. (I bang this drum a lot, since I speak on it, primarily for non profit fund raising.)

#2 – Take into account spam filters and check your (e-mail) message with a good one, to check your spam count. Words like “free” will hurt you…bad!

#11 – Does your HYPERLINK appear on every piece. And is it a DIRECT hyperlink, or are you going to make the customer wander all over your site to find the location you want them to? (relates to #16, #19 & #20)

#43b – Did you add a variety of “seed” addresses, to see how the piece looks when delivered – and when it arrives?

#53b – Have you tested your e-mail with a spam tester (available online), to get your approximate score?

Other e-mail points:

-- Do photos take up too much space, so that if the customers viewer can’t see them, they see nothing (much)?

-- Do you embed text behind photos in e-mail, so that customers can see that message instead if photos don’t display?

-- Can you track e-mail appeals as distinctively as mail appeals, with each of the landing pages being distinctive? It’s doubtful you’d track mail income as “2010,” so don’t do this with e-mail income.
mal decker - Posted on February 23, 2010
Denny,

Well do i remember the check list you required your clients to complete before you accepted an assignment. Long live the check list.

Best, Mal.
Dave Gardner - Posted on February 23, 2010
Very nice post. As a technical editor/writer, I see the need for these all the time... whether for assembling equipment, installing software, operating a medical device, or for performing a spacecraft manuever. Clear and concise writing (like Gawande and you described, fits on a small piece of paper or a note card) is sometimes the best -- especially when a critical task is required. I'm going to apply your checklist to my technical editing/writing tasks for my clients (and for when I venture into copywriting). Thanks so much for this info. Very helpful. Best regards, Dave Gardner, Editor/Writer
Dave Culbertson - Posted on February 23, 2010
Thanks for coming out in support of checklists, Denny. I'm going to share your article far and wide.

I've tried to get business partners and clients to implement checklists for years, but always get push-back. 2010 will be my year-of-the-checklist!
David Precechtil - Posted on February 23, 2010
I always enjoy reading your newsletters.
Today’s issue caught my attention with the topic of checklists. I just finished reading Switch, how to change
things when change is hard. It was a good read and they also pointed out the value of checklists.
Thanks for the entertaining and valuable
information and opinion you share.
Natalie - Posted on February 23, 2010
On our checklist here we look at spelling, punctuation, and grammar. You did not mention this. #34 above has a spelling error. But that does not take away from the relevance of the article. Thanks for being a great mentor.
Adam Moskow - Posted on February 23, 2010
Hello Denny,

Great checklist and info (as usual!)... i'm not sure if you have it down specifically or not as you do mention correct address and to show phone number - BUT to check that the phone number is indeed correct before printing.

Also, is all key coding and coding correct? I hate to tell you how many tests I've seen blown after so much money and hard work only to not be able to track or read the results afterwards.

And, did you provide customer service (or order intake) with copies of sales piece (brochures, print ads, Outer Envelope, etc.) so they know what specific offer/product they're talking about AND actual product samples (if available) so they can answer questions.

thanks again for the checklist.

Adam
Sheri Harris - Posted on February 23, 2010
What exactly is your #1 marketing objective with this effort - are you sure offer logically matches and rewards desired respondents? Higher response may not be good - maybe fewer, but better-qualified responses would slash call center or fulfillment costs, leading to better overall ROI? Maybe a 2-step process would generate higher conversion in the long run? Re: email subject lines: are email subject lines 35-40 characters, max? Research varies on what works best, but in general, probably better off fitting your message within visible space and testing an occasional longer one that cuts off, just to see if cognitive dissonance kicks in (as in "gotta see what rest of that says... old trick of finishing page 1 sales letter sentence on page 2...)
Wash Phillips - Posted on February 23, 2010
Denny, terrific list!
Aviation lists typically aim for positive adjustment relative to the condition of flight (e.g., takeoff, cruise, approach, landing, taxi) and are basically "have you done this?" in nature.
Considering the newbie audience you mentioned, the instructive nature of your list is especially important.
So, consider this: of the 58 checklist items, 53 imply (to the uninitiated) a "yes" answer is the correct way to go. as you intended.
Numbers #7, #9, #17, #20 seem to point in the "no" direction.
Suggestion: review the language of those 4 nos (7, 9, 17, 20) to apply the "as opposed to" terminology used successfully in #33 to imply a "yes" is correct.
Of course, I've filled out medical history forms that had--among the listings--an "Are you reading this form?" note, to prevent applicants who just check a "no" box automatically without reading, but that's a different audience/motivation and does not seem to be your intent here.
Bernadette Price - Posted on February 23, 2010
Magnificent!
Trade shows?
Kimberlee Cords - Posted on February 23, 2010
How about this - have you personally dialed the telephone number in your ad (website/letter, etc) to make sure it is correct? In this day of 800, 888, 866, it's easy to mis-type a prefix and have your calls directed to a very different place!