Executive Summary
- Hosted “The evolving role of IR Webinar”. Highlight: record breaking attendance for both Q4 and IR Mag with 535 registrations, and a 4.6/5 rating post-event
- Generated 52 MQLs, 181 MALs, 1opps, and 29k in ARR
- Sent BW Integration announcement email
- Integrated Chili Piper into all web forms – aimed at faster MQL to SQL velocity
- Launched cross-sell campaign focused on virtual events
- Sent email announcing CME offering to sell-side (sent to first cohort of 200 accounts with clean data, data clean up efforts are taking place for remaining accounts)
- Met with finance to discuss reformating monthly budget to enable more informative cost per lead analysis
Helpful links:
New Business Core
- Generated 52 MQLs, 181 MALs, 1opps, and 29k in ARR
- Drafted Earnings nurture emails, set to launch next week
- Sent BW Integration announcement email
- Created reports for BDRs to see MQLs/MQCs that haven’t yet been actioned
- Trained and set up BDRs on Chili Piper, allowing for instant meeting booking
- Trained and set up BDRs on Sendoso, allowing for e-gift sends to incentivize meetings
- Worked with EU team on priorities for 30/60/90 day plan
- Defined EU partnership with IR Club
- Completed and set “Thank you Email” as autoresponder to blog subscribers
Customer Marketing
- Generated 7 MQCs, 35 MACs
- Launched cross-sell campaign focused on virtual events
- Created reports for BDRs to see MQCs/MACs that haven’t yet been actioned
- Outlined key requirements for a new website hub that will highlight product releases
- Prepared Briefing Books campaign for launch 7/22
- Presented onboarding comms to Amit & Team, incorporated feedback from Amit/Team into email copy. Began initial planning for Darrell Welcome to Q4 video message
CME
- Sent email announcing CME offering to sell-side (200 accounts)
- Set up landing page and promo cadence for CME event scheduled for July 29
- Added CME announcement sticky banner to q4inc.com and IR Magazine
- Worked with Sales Ops on briefing documents for outsourcing part 2 of the database
- Briefed BDRs on salesloft cadence to complement marketing outreach for CME announcement campaign
Operations
- Met with finance to discuss restricting monthly budget to enable more informative cost per lead analysis
- Presented overview of Q2 performance for new business core and customer marketing
- Uploaded and scored IR Magazine event registrants / attendees
- Continued Week 3 of onboarding for Eliza, new email marketing specialist
- Revised the process for sending emails with Eliza integrated
- Completed copy for Zoom Info compliance email
- Outline all types of ongoing email communications currently live and start owning them (e.g. engagement series, newsletters)
Web Development
- Testing of Chili Piper implementation for use on Demo request forms
- Built templates for 5 upcoming email campaigns
- Mapped out consequences of bringing web forms from Unbounce into main CMS
Content
- Virtual Events Case Study:
- Vanessa conducted final edits – will review with Amy on Monday and submit for final review with Lisa
- Q4 IPO/Bloom Materials
- Pulled copy/stories from the prospectus and “Guide to IPO” draft
- Next steps: arrange interviews to fill gaps
- ESG Guide
- We will begin building an outline next week with Amy
- Assigned 4 blogs posts to Michelle (freelancer) to begin developing
- Recap of the webinar on the Evolving Role of Investor Relations
- Corporate Access (in support of launch)
- Importance of accurate capital markets data (support of S&P data launch)
- Creating an award-winning event (hoping to secure an interview with Tractor Supply, as they have expressed interest but were too busy at the time of the original request)
- Reviewed Buy-Side survey completed by John & Mike Coffey
- Looking to post on blog & social next week
- Posted Non-Traditional IPO Paths webinar recap blog
Social Media
- Reviewed and finalized image for Pride/Disability day
- Re-connected on Briefing books launch & social support
- CME GTM rolled out
- Will do another push with actual product shots to align with Press Release timing
- Live tweeted during Wednesday’s webinar on Evolving role of IR
- Began prepping social for ESG Press Release (which is now on hold)
- Identified client website to feature
- Posted & promoted Market Recap from Mike Coffey
- Met with Charlene in regards to transitioning Instagram back to Marketing after Tanvir goes on mat leave
Events & General
- The evolving role of IR Webinar
- Helped John N. prep for webinar & attended dry-run
- Wrote BDR follow-up (key webinar takeaways)
- This was a record-breaking event for both Q4 and IR Magazine!!
- Providing guidance on upcoming CME webinar (Lorenna leading)
- Connected with Design team & Chris on interactive content types & process refinement
