bizactions reports: using them to get results presented by: david ross & laurie friedman
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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. - PowerPoint PPT PresentationTRANSCRIPT
BizActions Reports: BizActions Reports: Using Them To Get ResultsUsing Them To Get Results
Presented by:Presented by:
David RossDavid Ross& &
Laurie FriedmanLaurie Friedman
Marketing vs. SalesMarketing vs. Sales
Marketing activities result in the creation of new opportunities,
which leads to the sales process.
Business Principals Behind Business Principals Behind Newsletter & ReportsNewsletter & Reports
What you can measure, you can manage!
Pillars of a BusinessPillars of a Business
Operations
Sales & Marketing
Financial Management
People - HR
Organizational Structure
Sales & MarketingSales & MarketingAwareness of services/products; Competition; Sales support; Marketing Plan; Customer Support; Pricing
OperationsOperationsQuality Control; Equipment; Procedures; Catch Mistakes
Organizational StructureOrganizational StructureProcesses; Policies; Workflow; Ideas
Financial ManagementFinancial ManagementCash flow; Accounting Systems; Budgets; Credit Policies; Inventory Control; Succession Plan
HRHRRecruiting; Orientation & Training; Evaluations; Ongoing Training; Compensation & Benefits; Job Descriptions; Discipline; Employee Handbook; Motivation
Pillars & BizActions ContentPillars & BizActions Content
Pillars of successful company
•Sales & Marketing
•Operations
•Financial Management
•Organizational Structure
•Human Resources
BizActions General Categories (CPA edition)
•Sales•Marketing•Operations•Management•Business Finance•Personal Tax•Business Tax•Human Resources
BizActions reports can help BizActions reports can help you spot the you spot the red flagsred flags
in a business!in a business!
What Do You Want To Achieve?What Do You Want To Achieve?
• Goals
• Creating measurable results
• Start with the end result
Example Of Goal BreakdownExample Of Goal Breakdown
• 120 conversations = 40 meetings
• 40 meetings = 20 proposals
• 20 proposals = 10 engagements
• 10 engagements each averaging $5,000 = $50,000 !!
What size should your database be?
Professionals Email Range1 - 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
Using BizActions ReportsUsing BizActions Reports
• Set a time weekly or monthly.
• Have a specific number in mind.
• Which services do you want to sell.
Accessing ReportsAccessing Reports
Open ReportOpen Report
Consolidated Member ReportsConsolidated Member Reports
• Prepare for client and prospect meetings.
• Identify new services to offer existing clients.
• Spot “hot” prospects.
Consolidated Member ReportsConsolidated Member Reports
Member Search MenuMember Search Menu
Search ResultsSearch Results
Consolidated ReportConsolidated Report
Spot the TrendsSpot the Trends
Before The MeetingBefore 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.
Article ReportsArticle Reports
Sponsor Content ReportSponsor Content Report
Banner ReportBanner Report
Comments & Survey ReportComments & Survey Report
Email Radar Open ReportEmail Radar Open Report
AlertsAlerts
TestingTestingMarketers 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.
Click Through RatesClick Through Rates
• Make small changes, not big ones.
• Test one variable at a time.
• How long should you test?
How To Test?How To Test?
A sample of ONE is NOT a very good sample.
What to Test?What to Test?
Easy Things to Test
•The Subject Line
•Day & Time of Delivery
•From Address
•Frequency
•HTML vs. Text
•Trailers
More Difficult
•Number of announcements•Subject Matter•Long Copy vs. Short •Offers•Opt-in vs. Opt-out•A/B Lists
Subject Line TestingSubject Line Testing
• Creative … descriptive
• Personal relationship
• Brand (firm name) vs. Subject
Day and Time of DeliveryDay and Time of Delivery
Other TestsOther Tests
• The From line
• Frequency
• HTML vs. Text
• Trailers
More TestsMore 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.
BizActions Advanced ToolBizActions Advanced Tool““BAT”BAT”
Why The Need For BAT?Why The Need For BAT?
• Partner adoption of reports.
• Report management from marketing staff.
The SolutionThe Solution
• 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.
How Do I Get Started?How Do I Get Started?
• 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.
Download the BATDownload the BAT
Download the Click Activity Download the Click Activity
• You MUST save it in the same location as BAT.• An exprpt.csv file is now created.
Logging Into the BATLogging Into the BAT
The BAT SwitchBoardThe BAT SwitchBoard