Overview – October 29

Summary


GTM Tracker

New Business QTD Dashboard

Expansion QTD Dashboard


IPO Items

Campaigns

  • Sent IPO Announcement Email (1 version for All GLO clients, 1 version for all agency contacts and partners)
  • Send wave 2 of NASDAQ campaign; write additional email speaking to full platform benefits
  • Sent Wave 3 Briefing Books Campaign (suppressed anyone who received NASDAQ comms)
  • Launch Netline partnership (expected 600+ leads in 3 months)
  • Create automation / scoring rules for Netline partnership 
  • Share email intake form with product marketing team
  • Upload revised content follow-up BDR cadence to Salesloft
  • Launch next wave of paid media; Submit campaign ideas for additional SEM spend

EU

  • Finish Benelux Marketing plan, share with Jonathan 
  • Collaborate on EU Newsletter
  • Work with Marisa to organize 3 upcoming EU events (IR Mag ESG, EKF Conference, IR Society Awards Dinner)
  • Started EU IR Customer Newsletter draft (to be sent out on Nov 4)
  • Sorted out IR Society Awards presentation

Partner / Agency Referral Pages

  • Build V1 of 14 agency referral pages 
  • Build form handlers for 14 agency referral pages; work with Biz Ops to create corresponding fields in SFDC

Partner Updates

  • Submit IR Club Display ads
  • Build CIRI ad for fall issue

Inbound

  • Deployed CME, DACH region and NASDAQ competition displacement paid media campaigns 
  • Delivered IR Club newsletter Ad and landing page 
  • Agreed on Benelux Marketing Plan with Jonathan and Jesse – kicked off some initiatives (landing pages, paid media, SEO meetings etc). 
  • Created SF Drift campaign to track down Google Ads results (ties up to the Google Ads audit on Reema’s updates).

Operations

  • Netline integration with Salesforce and Launch
  • Audit Google Ads reporting
  • Created Form handler for new IR club LP
  • Upload and create inbound and outbound links for new CME Events sell sheet

Email

  • EU Newsletter Build and distribution list clean up (removing unmailable/wrong emails)
  • Final edits and finalized the Asana email request form
  • Email performance for on going engagement series (e.g. support portal)
  • Overall email performance (continuation)

Miscellaneous

  • Follow-up with Sendoso regarding alma mater gifts 
  • Audit automation rules for Chilipiper Google Ads
  • Interview copywriter candidates
  • Clean up Lead Source options
  • Outsourced corporate town hall database extension
1 comment
  1. Could you share a month over month for the past 6 months, google analytics report?
    Can you include a link to the marketing plan you are working on with Jonathan (or is that the use of agencies?)?

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