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