Marketing Planning Meeting Periodic Marketing Review Marketing Management – Periodic Marketing 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 progress towards achieving the firm’s marketing goals. It is in this review that the firm typically generates reports to track progress and assess whether changes need to be made within the firm or to the overall marketing plan. Best practice is to conduct a Marketing Review on a quarterly basis in coordination with the firm’s annual Marketing Planning Meeting, where the marketing plan is first defined and implemented. Process Checklist PREPARE ROLE TASK DETAILS/TIPS Client Service Associate Confirm Marketing 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: Client and business growth report Marketing activities and budget report Lead generation report Revenue impact report Schedule Marketing Review When scheduling be sure to take into consideration the amount of time that is required to generate reports needed for this review Book the room, resources, and attendees for the review In prep for the review, request attendees log feedback on ways to improve the firm’s marketing activities Create Marketing Reports & Cover Letter Due: 1 Week Before Meeting Typically firms develop automated report templates that can be used to streamline the reporting process every Marketing 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 reports explaining what’s enclosed and key findings Schedule time to review the reports with the Advisor before presenting it to the team This allows an opportunity to review the reports to determine whether further analysis needs to be performed to explain any findings to the team sei.com/advisors © 2015 SEI. This information is proprietary.  No further distribution is intended.

Marketing Planning Meeting Periodic Marketing Review Marketing Management – Periodic Marketing Review Marketing Planning Meeting Periodic Marketing Review Periodic Lead Generation Review Periodic Social Media Review Process Checklist CONDUCT ROLE TASK DETAILS/TIPS Advisor Conduct Marketing Review Present the reports and review the team’s progress to goals Identify firm deficiencies and opportunities based on the report findings Be sure to celebrate any positive trending data to increase firm morale toward collectively reaching the firm’s marketing goals Collect feedback from all team members and answer any questions Determine if overall marketing plan 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 Marketing Plan Due: 1 Week After Meeting Incorporate any changes to the firm’s marketing plan Redistribute the updated plan to team for reference and file it for record-keeping purposes Assign any follow-up tasks to team members Ensure every team member is aware of what role they play in ensuring the plan is executed and implemented If changed behavior is required of any team members, set reminders to periodically check-in to monitor and ensure appropriate efforts are being made Launch the "Periodic Marketing Review" workflow again Typically this is launched on a quarterly basis to continue to track the objectives and goals laid out in the plan sei.com/advisors © 2015 SEI. This information is proprietary.  No further distribution is intended.