Marketing Planning Meeting Periodic Marketing Review Marketing Management – Periodic Social Media Review Marketing Planning Meeting Periodic Marketing Review Periodic Lead Generation Review Periodic Social Media Review Description: This workflow describes all the steps required to conduct a review of the firm’s social media strategy. It is in this review that the firm typically generates reports to track progress and assess whether changes need to be made to firm’s social media activities and campaigns. Best practice is to conduct a Social Media Review on a quarterly or monthly basis depending on the level of social media activity within the firm. Process Checklist PREPARE ROLE TASK DETAILS/TIPS Client Service Associate Confirm Social Media Reports Needed by Advisor Due: 2 Weeks Before Meeting Work with the Advisor to identify the types of reports needed for the review Analysis varies firm-to-firm but typically, the following reports are needed: Social media accounts growth report Lead generation report Website traffic report Content calendar and schedule Schedule Social Media Review When scheduling be sure to take into consideration the amount of time required to generate reports needed for this review Book the room, resources, and attendees for the review In prep for review, request attendees log feedback on ways to improve the current social media activities Create Social Media Reports & Cover Letter Due: 1 Week Before Meeting Typically firms develop automated report templates that can be used to streamline the reporting process every Social Media Review Utilize the firm's systems to generate the reports identified by the Advisor Ensure all data being used in the reports is up-to-date and accurate Review the reports for any errors or issues either due technology or oversight Draft a cover letter for the reports explaining what’s enclosed and key findings Provide the materials to the Advisor for review before presenting everything to the other team members This allows the Advisor time to prepare for the review and identify what are the key areas or issues that should be discussed in more depth sei.com/advisors © 2015 SEI. This information is proprietary.  No further distribution is intended.

Marketing Planning Meeting Periodic Marketing Review Marketing Management – Periodic Social Media Review Marketing Planning Meeting Periodic Marketing Review Periodic Lead Generation Review Periodic Social Media Review Process Checklist CONDUCT ROLE TASK DETAILS/TIPS Advisor Conduct Social Media Review Present the reports and review the team’s progress to goals Identify firm deficiencies and opportunities based on report findings Be sure to celebrate any positive trending data to increase firm morale toward collectively reaching social media and marketing goals Collect feedback from all team members and answer any questions Determine if overall social media strategy should change based on this review If changes do need to be made, be specific about: What those changes are How they’ll be implemented Who is responsible for seeing those through Process Checklist FOLLOW-UP ROLE TASK DETAILS/TIPS Advisor Oversee Tasks to Monitor Social Media Strategy Due: 1 Week After Meeting Incorporate any changes to the firm’s social media plans Redistribute any updated plans to the team for reference and file them for record-keeping purposes Assign any follow-up tasks to team members Launch the "Periodic Social Media Review" workflow again Typically this is launched on a monthly basis to continue to track social media initiatives and goals sei.com/advisors © 2015 SEI. This information is proprietary.  No further distribution is intended.