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 What you can measure, you can manage!

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

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

Pillars & 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 you spot the red flags in a business!

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

Example 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 Range over 2000

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

Accessing Reports

Open Report

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

Consolidated Member Reports

Member Search Menu

Search Results

Consolidated Report

Spot the Trends

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.

Article Reports

Sponsor Content Report

Banner Report

Comments & Survey Report

Radar Open Report

Alerts

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

Click Through Rates

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.

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

Day and Time of Delivery

Other Tests The From line Frequency HTML vs. Text Trailers

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.

BizActions Advanced Tool “BAT”

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

The 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? 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 BAT

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

Logging Into the BAT

The BAT SwitchBoard