1. BizActions Reports: Using Them To Get Results Presented 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; 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

6. 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

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? ProfessionalsEmail Range 1 - 3150 - 200 4 - 10300 - 350 11 - 15375 - 400 16 - 20450 - 500 21 - 30550 - 600 31 - 40700 - 800 41 - 801000 - 1300 80 - 1001500 - 1700 100 - 200over 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

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

16. Consolidated Member Reports

17. Member Search Menu

18. Search Results

19. Consolidated Report

20. Spot the Trends

21. 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.

22. Article Reports

24. Sponsor Content Report

25. Banner Report

26. Comments & Survey Report

28. Email Radar Open Report

29. Alerts

30. 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.

31. Click Through Rates

32. 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.

33. 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

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

35. Day and Time of Delivery

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

37. 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.

38. BizActions Advanced Tool “BAT”

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

40. 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.

41. 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.

42. Download the BAT

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

44. Logging Into the BAT

45. The BAT SwitchBoard