When working apart from your colleagues or clients, it can be difficult to build relationships simply because of the physical distance of the team.
In this #ContentChat we discuss how content marketing teams can stay connected and grow strong relationships regardless of how distributed the team is. Read the full conversation below, including recommendations for onboarding a remote employee or client, icebreakers you can use in team calls to build relationships, and tips on how we can all do better at staying connected with our colleagues.
Q1: Let’s start with taking a pulse check on how we are all feeling right now.
Per our poll, the majority of our community members are loving remote team life.
Q1: Let’s start with taking a pulse check on how we are all feeling right now. #ContentChat
— Erika Heald | Content Marketing Expert (@SFerika) August 10, 2020
This makes sense considering that content marketing roles usually involve a greater degree of workplace flexibility than other fields.
I know that #ContentChat has a number of always virtual content marketers, and it’s great to see folks are settled in well to that being the prevailing trend. I can’t wait to hear how we are all working to make our all or mostly virtual teams work well.
— Erika Heald | Content Marketing Expert (@SFerika) August 10, 2020
A1: I’ve been most remote for more than a decade. It’s my preferred mode. #ContentChat
— John Cloonan (@johncloonan) August 10, 2020
That said, circumstances are changing daily, some team members are balancing a mixed workplace setting, and not everyone is loving remote work the longer it lasts.
A1 Like right now in this second? Because that is going to be different than how I feel 5 minutes from now. It changes that quickly. #ContentChat
— Shane Shaps (@520eastbrands) August 10, 2020
I’m both working with a remote team AND in the office. That’s the joy of owning a coworking space. It’s weird. #ContentChat
— Maureen Jann (@NeoLuxeMo) August 10, 2020
Q1: I wouldn’t have said it previously, but I’m starting to miss the sociality of the office…#ContentChat #WFH https://t.co/5OuAsHy3Ws
— Jen Brass Jenkins (@chrliechaz) August 10, 2020
Q2: What virtual space / meeting / tool has replaced those casual break room and hallway conversations? What’s the new virtual water cooler for your team?
Google Hangouts & Meet, Microsoft Teams, Slack, and Zoom have become essentials for both hosting work meetings and replicating a water cooler/common space environment.
A2: Slack has been one of my go-to spaces for collaboration and connection. Also, I really, really don’t know what I would do without Zoom. Seeing people in person has been keeping me sane. #ContentChat
— Maureen Jann (@NeoLuxeMo) August 10, 2020
A2 I’ve worked from home for so long, but having virtual cocktail hours & reunions with friends has been something fun. Why it took this long & a pandemic to have a sorority reunion via zoom is beyond me. It’s gotten me through. #ContentChat https://t.co/wWH9zFoemx
— Shane Shaps (@520eastbrands) August 10, 2020
A2: For a few years now, @SlackHQ has been the place where many of my virtual team “watercooler” conversations have taken place, across my own teams and clients’ teams. (disclosure: Slack has been a client of mine) #ContentChat https://t.co/ZiH7q2GrVd
— Erika Heald | Content Marketing Expert (@SFerika) August 10, 2020
A2 Slack for sure – we can be as limited or public as we want #ContentChat
— Dan Goldberg (@Jonas419) August 10, 2020
A2: Microsoft Teams is been handy. It let’s you post GIFs, stickers, etc., which allows you to kick back for a moment and be silly. #ContentChat
— Javier Sanabria (@SanabriaJav) August 10, 2020
A2: We’ve been using Zoom a lot for meetings, and email or texting for smaller check-ins #contentchat https://t.co/S0ysPfSIOp
— Charlie Appel Agency (@ColfaxInsurance) August 10, 2020
A2: Varies by team, but Slack and Hangouts are mostly used for water cooler talk. One colleague and I have started adding 10-30 minutes to calls (unbillable) once every week or so for non-work catchup and it’s helped maintain/strengthen our connection. #ContentChat
— Alek Irvin (@AlekIrvin) August 10, 2020
A2: Some of my favorite tools to stay connected with my clients are Zoom and Slack. CoSchedule also has been helpful in keeping everyone on the same page for tasks and deadlines! #ContentChat
— Dana Nicole (@danafiddler) August 10, 2020
A2: Good question. The company I’m working with now has virtual “happy hour” on Fridays to replace not seeing each other in person. We also use Microsoft Teams chat during the week and email. I connect with entrepreneur buds on Twitter chats and other social media.#ContentChat
— Darcy De Leon (still staying 🏠) Blog Editor 😷 (@darcydeleon) August 10, 2020
Lunchclub is another option to try (thanks Megan for recommending!)
As a freelancer love @lunchclubai – they set up 1:1 virtual meetings with new people every week and great way to broaden your network. #contentchat https://t.co/0o6iJ5VGhN
— Queen of Tastes (@queenoftastes) August 10, 2020
It is a great virtual space – they also do fireside chats where they feature VCs, founders, entrepreneurs throughout the week that you can attend. #ContentChat
— Queen of Tastes (@queenoftastes) August 10, 2020
Most professionals are using some combination of the above tools. Check to see which channel(s) your team and/or client prefers to use and create a cheatsheet to remind everyone of what each channel is for.
A2: It sort of depends on the team member – everyone has a different communication preference. @Skype for some, email for others. I’ve been trying to use Google Chat/Meet more often just to pop in and say ‘hi’ or check on a project. #contentchat
— WriterGirl (@WriterGirlAssoc) August 10, 2020
A2: It’s all over the place for me. I have partners who
…dig Slack and use that.
…like to text.
…need phone time.
…group text.
…are on a Facebook group.
…use Trello or Asana messages.#ContentChat— John Cloonan (@johncloonan) August 10, 2020
Q2: What hasn’t? At this point, I think I’ve used all the major tools, Slack, MSTeams, Zoom, Skype. Is there anything else? #ContentChat https://t.co/dWOLNHoCis
— Jen Brass Jenkins (@chrliechaz) August 10, 2020
Q3: Onboarding (be it for new employees, freelancers, or agencies) used to often start with an all-day, in-person meeting. What are you doing with onboarding today to start off on the right foot building relationships?
Switching to remote onboarding is a challenge, so don’t feel discouraged if you’re struggling. Use every onboarding as an opportunity to refine your process and learn how to best serve your new client or teammate.
A3: in truth? Fumbling along. Trying to use every project as an opportunity to dive deeper into the onboarding process… incorporating them into the creation of the brand so they’re invested along with us… #ContentChat
— Maureen Jann (@NeoLuxeMo) August 10, 2020
Create documents and templates to help in the process, such as a 90-day plan worksheet, company and team overview document(s), or how-tos.
A1a: For remotely onboarding new employees, I like to use a combination of a 90-day plan worksheet in Gdrive with video meetings, a resources sheet that links out to (and explains) all the tools we have at our disposal. #ContentChat
— Erika Heald | Content Marketing Expert (@SFerika) August 10, 2020
A1b: Then as we get started with the actual work, I like to use a project management tool like @RedboothHQ (a former client) combined with short video how-to’s and process checklists, and regular video 1:1s. #ContentChat
— Erika Heald | Content Marketing Expert (@SFerika) August 10, 2020
A3: I’m not onboarding any clients right now because I’m working on a contract.
But I find that I often need to onboard myself when I work for new companies by creating my own Trello boards with key info on the companies.#ContentChat
— Darcy De Leon (still staying 🏠) Blog Editor 😷 (@darcydeleon) August 10, 2020
For especially detailed companies, you could create a certification process that is completed with onboarding.
A3b: For employees/freelancers, we have Zoom/video calls and phone calls, but we also have a virtual WriterGirl Academy certification that everyone has to go through. This helps ensure we’re producing consistent, quality content for our clients. #contentchat
— WriterGirl (@WriterGirlAssoc) August 10, 2020
Intake questionnaires and creative briefs should regularly be updated to ensure you’re asking the right questions and everyone is aligned.
I recently redid my intake questionnaire which helps me make sure I efficiently ask the right questions. I also reworked my pitch presentation (used to hand a hard copy in a mtg). #ContentChat https://t.co/b2zmY0pIVq
— Shane Shaps (@520eastbrands) August 10, 2020
Do you have new clients fill in the intake form, or do you host a video call and have a conversation to fill in the blanks? #ContentChat
— Erika Heald | Content Marketing Expert (@SFerika) August 10, 2020
Oh! Just saw this. I fill it. It just makes sure while we’re on the call/zoom if we go down a rabbit hole that I can redirect us back on task and not miss a question. I don’t want to hang up and forget to have asked something! #contentchat
— Shane Shaps (@520eastbrands) August 10, 2020
A2b: When I work with entrepreneurs, I create a type of editorial creative brief on their goals, project description, deadline, company background, etc.#ContentChat
— Darcy De Leon (still staying 🏠) Blog Editor 😷 (@darcydeleon) August 10, 2020
Use Slack or other messaging platforms to your advantage, and make sure the teammate or client has access to all the right channels.
A3: Slack is a big part of the onboarding set-up in the remote work world. Setting up teams with the right tech, identifying goals/expectations, and making sure they feel comfortable with the team should be a top priority in onboarding. #ContentChat https://t.co/oKrT3otuCI
— Queen of Tastes (@queenoftastes) August 10, 2020
Agreed. Which reminds me to add, there is nothing like joining a new team and not realizing you are missing out on the one Slack channel everyone hangs out in and uses to get to know each other better… #ContentChat
— Erika Heald | Content Marketing Expert (@SFerika) August 10, 2020
I still haven’t mastered Slack. The legacy co. I was with before didn’t have it – they used Yammer – shock/horror. I’ve had one experience of Slack with a PR group during my job hunt. It’s good, but there’s also a lot of superfluous chatter that can bog you down. #ContentChat
— Caroline (@CAZJAMES) August 10, 2020
It is really important, IMHO, to have multiple channels people can opt-in/out of to make slack more manageable. I know others like a one-channel approach, but I am with you. on not wanting to have to scroll a bunch. #ContentChat
— Erika Heald | Content Marketing Expert (@SFerika) August 10, 2020
Video or phone meetings are essential, but remember that you should not do a day-long video call. Host multiple short calls (maximum 1.5 hours) over a few days or weeks to handle the initial onboarding.
A3: I haven’t onboarded a new partner lately, but for clients, it tends to be 2-3 one-hour implementation meetings in a relatively short span. (1-2 weeks)#ContentChat
— John Cloonan (@johncloonan) August 10, 2020
First one is always team intro and objective review.
Second and third are dependent on objectives and priorities. I do try to knock out a quick win very early on, even if it’s a small thing. #ContentChat
— John Cloonan (@johncloonan) August 10, 2020
I find that the virtual meetings tend to be more productive because people aren’t distracted by food and bathrooms (for the most part). So what used to need 120 mins, is now just 60 (for marketing strategy meetings, etc) #ContentChat
— Maureen Jann (@NeoLuxeMo) August 10, 2020
Yes, 30 – 45 minutes is a good threshold tbh – otherwise it’s too much to ask out of one’s day, unless the meeting is an important planning one and has been booked for weeks giving people the chance to prepare and schedule around it. #ContentChat
— Caroline (@CAZJAMES) August 10, 2020
I generally won’t do a Zoom meeting more than one hour for any reason. With that said, I did a two-hour branding presentation this morning, but that’s rare. #ContentChat
— John Cloonan (@johncloonan) August 10, 2020
A3: For clients, we have intake/creative brief forms and kick-off phone calls (or video meetings, if preferred). Sometimes there are a couple of kick-off calls depending on the project. We adjust and customize the process to fit the client’s needs. #contentchat
— WriterGirl (@WriterGirlAssoc) August 10, 2020
Thanks to Shawn at Xoba for sharing your team’s onboarding doc template!
We’ve had success with our onboarding doc, so we turned it into a template. It’s been great for our new employees to have a central place to refer to docs/notes/Slack channels/etc. — https://t.co/kjlZ6zvnJi
— Shawn Razek (@ShawnRazek) August 10, 2020
Q4: How do you feel about video Happy Hours? Are they still a good way to build virtual team spirit/encourage bonding?
Our poll shows mixed results, with a majority of respondents being over video happy hours or having never attended one.
Q4: How do you feel about video Happy Hours? Are they still a good way to build virtual team spirit/encourage bonding? #ContentChat
— Erika Heald | Content Marketing Expert (@SFerika) August 10, 2020
In praise of video happy hours, they are a great way to connect with your colleagues in an easy and casual way. Maureen notes that they can be tiring at first, but you will learn how to adjust your energy.
I honestly don’t know what I would do without virtual social hours… It’s one of the main ways I can connect with people I love and respect. At first they were exhausting, but as I learned to manage my energy and lower my expectations (ha!) they got to be more fun. #ContentChat
— Maureen Jann (@NeoLuxeMo) August 10, 2020
A4. I tried a virtual lunch over video and got a few people out. Tends to be the more social peeps! I might organize another or two. #ContentChat https://t.co/wW4YI4X91m
— Jen Brass Jenkins (@chrliechaz) August 10, 2020
A4: I think, in moderation, they are still a great way to stay connected and to take a break from work-related video calls. It’s easy to get burnt out when you have too many in a row. #contentchat
— WriterGirl (@WriterGirlAssoc) August 10, 2020
Video calls can also be a fun and personal way to celebrate an achievement or team birthdays. Or, try Megan’s example of using a theme like ‘Cribs’ each month to add structured personality to the meeting.
A4: A bunch of my friends surprised me for my birthday, on a video call hosted by @amywhiggins it was lovely. And it was only the 2nd video happy hour I’ve actually attended so far this year. #ContentChat https://t.co/jFsJrknV7y
— Erika Heald | Content Marketing Expert (@SFerika) August 10, 2020
A4: On my last team I started monthly happy hours with the ‘cribs’ theme where a new person would show off their crib and prepare a fun get to know you deck to give the HH some structure. Great way to get to know team members virtually. I always had a blast. #ContentChat https://t.co/7LMnQhhPh7
— Queen of Tastes (@queenoftastes) August 10, 2020
Not everyone is a fan of video calls for casual purposes, though, so participation in these calls should not be mandatory. Some team members are facing increased video fatigue (here’s how you can combat it), and others simply do not wish to join. Consider asking these people what other ways they’d like to connect with their colleagues to offer options that appeal to everyone (and we brainstorm some ideas below).
They always sound like a good idea, but as an introvert, at the end of the day, I usually want to unplug and have some quiet time. So maybe I need morning coffee breaks instead? #ContentChat
— Erika Heald | Content Marketing Expert (@SFerika) August 10, 2020
A4: I have yet to attend a virtual happy hour, and honestly I have no intention of joining if I can keep avoiding them. I prefer to do 1:1 chats, but I also have a small group of people I try to keep up with, which makes it easier. #ContentChat
— Alek Irvin (@AlekIrvin) August 10, 2020
A4: Nope. I find this type of thing mentally tiring, but possibly some of my extroverted friends might find them more beneficial. #ContentChat
— Dana Nicole (@danafiddler) August 10, 2020
Q5: What are some other ideas for fun + social meetings, other than video Happy Hours, to help us connect with our virtual team members?
Check out the community ideas below, including a pet-friendly “Yappy Hour”. What ideas do you have? Let us know in the comments.
A5: I’d like to see folks organize a video “yappy hour”, I know of teams doing cooking lesson livestreams for each other, and think it could be cool to have a choose your own adventure team meeting where everyone takes turns being the decider. #ContentChat
— Erika Heald | Content Marketing Expert (@SFerika) August 10, 2020
A5: We’ve been doing weekly workouts as a team. It started with a trainer, but now we’re taking turns hosting. Each week one of us chooses a workout and either leads the workout or shares the video to the workout. It’s a great way to stay motivated! #contentchat
— WriterGirl (@WriterGirlAssoc) August 10, 2020
A5 Recently we got together outside, socially distanced, and wore masks (except when eating, drinking, or shouting) #ContentChat
— Dan Goldberg (@Jonas419) August 10, 2020
A5 I recently had a discussion with the team where each one of us came up with their most recent Netflix watch. A short summary got us all excited and chatty, was fun #ContentChat
— Shruti Deshpande (@shruti12d) August 10, 2020
A6: Playing a quick game on Zoom chats can be fun.
It’s a structured activity (so, if you’re shy, you don’t have to worry about small talk), and it’s silly. Helps you relax, have fun, be yourself.
One game I like playing with fam on Zoom (or at home): Drawful2.#ContentChat
— Darcy De Leon (still staying 🏠) Blog Editor 😷 (@darcydeleon) August 10, 2020
Agreed. There is a built-in Anagrams game at the start of each meeting in my client @TeamVideoapp‘s platform. SO much fun. #ContentChat
— Erika Heald | Content Marketing Expert (@SFerika) August 10, 2020
Q6: What are some ways we can all put a better foot forward when it comes to building relationships and getting to know our virtual team members?
It all starts with a simple step: reach out. Contact of any sort can help maintain your connection and keep the door open.
A6: I think it’s important to make a point to reach out to a couple of team members each week just to say “hi.” Share a funny video, a new favorite song or check in on how they’re doing. It doesn’t have to be a long convo – just make some contact. #contentchat
— WriterGirl (@WriterGirlAssoc) August 10, 2020
A6 Check on your team mates one to one. Someone may be struggling, pick the ques and make sure they feel heard. #contentchat
— Shruti Deshpande (@shruti12d) August 10, 2020
Managers should meet with direct reports once a week to ensure everyone feels supported and heard.
Some managers may feel like fewer meetings = better, but I agree that right now having a weekly 1:1 with your direct reports is critical to ensure everyone feels supported and heard. #ContentChat
— Erika Heald | Content Marketing Expert (@SFerika) August 10, 2020
I’m one of those managers, but virtual or in person, every team member of mine gets a weekly 1:1, always. #ContentChat
— John Cloonan (@johncloonan) August 10, 2020
Ask how your colleague is doing and genuinely listen. It can help to ask if they are looking for advice or just someone to listen so that you can give them the level of support they need.
A6: Check in with your virtual team members and ask them how they’re doing. Then just listen. Don’t offer solutions or talk work, just listen and commiserate. #ContentChat
— John Cloonan (@johncloonan) August 10, 2020
Use open time in your meetings to strike up a conversation, such as the waiting time before a meeting starts.
Q6: I often find there’s a lot of dead space before meetings while we wait for everyone to join. I use that time to literally give a shout out to people and ask how they are. It gets them talking and involved… #ContentChat https://t.co/cqScNlJmuc
— Jen Brass Jenkins (@chrliechaz) August 10, 2020
Consider scheduling meetings for subgroups of your team to enable more intimate conversation.
A6: Scheduled chats for subgroups of virtual team members can be fun – keeping it small and intimate with people you know the most is good.
I love hearing what co-workers are doing outside of work and how they’re juggling family, stress and working from home.#ContentChat
— Darcy De Leon (still staying 🏠) Blog Editor 😷 (@darcydeleon) August 10, 2020
Add structure to your meetings with set questions or exercises, like rose, bud, thorn/highlight, challenge, exciting opportunity or new idea.
A6: We’ve been doing rose, bud, and thorn in some of our networking meetings. We’ve also talked about our goals, and fun things we’ve done on the weekends… but that’s pretty much it. #ContentChat
— Maureen Jann (@NeoLuxeMo) August 10, 2020
Offer regular social meeting times, like a morning workout for team members to join.
A6 I kinda like a 30m 1:1 Zoom conversation over coffee after a morning workout (I owe @NeoLuxeMo for this idea) #ContentChat
— Dan Goldberg (@Jonas419) August 10, 2020
And be conscious of how you treat any coworkers who leave the company.
One thing companies can work on maybe is suggestions on how to interact with past colleagues who were laid off. It seems radical but it’s not uncommon for employees at the co. to “ghost” you once you’re out and I think it’s unprofessional. Leaves a sour impression. #ContentChat
— Caroline (@CAZJAMES) August 10, 2020
Q7: What are your tips for starting virtual meetings off in a way that helps facilitate getting to know each other? Share your team icebreaker topics here too!
Try any of these at your next meeting to kick off the conversation. What else has worked for you? Comment below.
A7: I am a big cheater b/c I like to start video meetings by introducing people to my french bulldog, Kupo, who is there on the sofa behind me, also attending the meeting. I love it when I then get to see someone else’s office pet! #ContentChat
— Erika Heald | Content Marketing Expert (@SFerika) August 10, 2020
A7 Introduce a pet, have a funny background, if kids come in get them to say hello if not too formal, #ContentChat
— Shruti Deshpande (@shruti12d) August 10, 2020
A7: I like to ask everyone one question and go around the room and get an answer. It gets people accustomed to talking. Also a great way to kill tech problems in the beginning. #ContentChat
— John Cloonan (@johncloonan) August 10, 2020
A7: For one of my clients, my team would end our Thursday calls by talking about our weekend plans and then would ask about any notable activities at the start of the next call. It’s super simple but kept everyone excited and engaged. #ContentChat
— Alek Irvin (@AlekIrvin) August 10, 2020
A7: I was going to steal @shruti12d‘s idea of asking what people are binging on Netflix, Prime, etc.#ContentChat
— Darcy De Leon (still staying 🏠) Blog Editor 😷 (@darcydeleon) August 10, 2020
A7: We usually check-in and ask how everyone is doing and if they have anything new and exciting going on outside of work. I’m also a fan of ‘2 truths and a lie’ as an icebreaker at the start of team meetings, when appropriate. #contentchat
— WriterGirl (@WriterGirlAssoc) August 10, 2020
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