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BizActions Reports: Using Them To Get Results Presented by: David Ross & Laurie Friedman

BizActions Reports: Using Them To Get Results Presented by: David Ross & Laurie Friedman. Marketing vs. Sales. Marketing activities result in the creation of new opportunities, which leads to the sales process. Business Principals Behind Newsletter & Reports.

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BizActions Reports: Using Them To Get Results Presented by: David Ross & Laurie Friedman

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  1. BizActions Reports: Using Them To Get ResultsPresented by:David Ross& Laurie Friedman

  2. Marketing vs. Sales Marketing activities result in the creation of new opportunities, which leads to the sales process.

  3. Business Principals Behind Newsletter & Reports What you can measure, you can manage!

  4. Pillars of a Business Operations Sales & Marketing Financial Management People - HR Organizational Structure

  5. Sales & Marketing Awareness of services/products; Competition; Sales support; Marketing Plan; Customer Support; Pricing Operations Quality Control; Equipment; Procedures; Catch Mistakes Organizational Structure Processes; Policies; Workflow; Ideas Financial Management Cash flow; Accounting Systems; Budgets; Credit Policies; Inventory Control; Succession Plan HR Recruiting; Orientation & Training; Evaluations; Ongoing Training; Compensation & Benefits; Job Descriptions; Discipline; Employee Handbook; Motivation

  6. Pillars & BizActions Content BizActions General Categories (CPA edition) Pillars of successful company Sales Marketing Operations Management Business Finance Personal Tax Business Tax Human Resources Sales & Marketing Operations Financial Management Organizational Structure Human Resources

  7. BizActions reports can help you spot the red flags in a business!

  8. What Do You Want To Achieve? Goals Creating measurable results Start with the end result

  9. Example Of Goal Breakdown • 120 conversations = 40 meetings • 40 meetings = 20 proposals • 20 proposals = 10 engagements • 10 engagements each averaging $5,000 = $50,000 !!

  10. What size should your database be? Professionals Email Range 1 - 3 150 - 200 4 - 10 300 - 350 11 - 15 375 - 400 16 - 20 450 - 500 21 - 30 550 - 600 31 - 40 700 - 800 41 - 80 1000 - 1300 80 - 100 1500 - 1700 100 - 200 over 2000

  11. Using BizActions Reports • Set a time weekly or monthly. • Have a specific number in mind. • Which services do you want to sell.

  12. Accessing Reports

  13. Open Report

  14. Consolidated Member Reports Prepare for client and prospect meetings. Identify new services to offer existing clients. Spot “hot” prospects.

  15. Consolidated Member Reports

  16. Member Search Menu

  17. Search Results

  18. Consolidated Report

  19. Spot the Trends

  20. Before The Meeting Determine what the hot buttons will be with the Member Consolidated Report. Search by domain and look for patterns or additional issues from readers at the same company. Prepare your questions in advance.

  21. Article Reports

  22. Sponsor Content Report

  23. Banner Report

  24. Comments & Survey Report

  25. Email Radar Open Report

  26. Alerts

  27. Testing Marketers often hear the refrain to "test, test, and re-test" an email campaign. Because it is uniquely interactive and fast, email is arguably the most powerful medium available for fast, thorough testing. In fact, the immediacy and interactivity of email can provide almost instantaneous feedback from recipients.

  28. Click Through Rates

  29. Make small changes, not big ones. Test one variable at a time. How long should you test? How To Test? A sample of ONE is NOT a very good sample.

  30. What to Test? The Subject Line Day & Time of Delivery From Address Frequency HTML vs. Text Trailers Easy Things to Test Number of announcements Subject Matter Long Copy vs. Short Offers Opt-in vs. Opt-out A/B Lists More Difficult

  31. Subject Line Testing • Creative … descriptive • Personal relationship • Brand (firm name) vs. Subject

  32. Day and Time of Delivery

  33. Other Tests The From line Frequency HTML vs. Text Trailers

  34. More Tests Number of announcements Long copy vs. short Subject matter * Titles of articles Offers Banners Opt-in vs. Opt-out * A sample of ONE is NOT a very good sample.

  35. BizActions Advanced Tool “BAT”

  36. Partner adoption of reports. Report management from marketing staff. Why The Need For BAT?

  37. The BizActions Advanced Tool (BAT). Created by BizActions with the use of macros in Excel pivot tables. No knowledge of macros or programming needed. Series of predetermined reports created off-line. The Solution

  38. Download the BAT Tool from your Sponsor Center to your computer. Download the Click Activity from your Sponsor Center to your computer. Enable macros and log into the BAT program. How Do I Get Started?

  39. Download the BAT

  40. Download the Click Activity You MUST save it in the same location as BAT. An exprpt.csv file is now created.

  41. Logging Into the BAT

  42. The BAT SwitchBoard

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