Overview – July 23

Executive Summary

Generated 52 MQLs, 181 MALs, 1opps, and 29k in ARR
Drafted Earnings nurture emails, set to launch next week
Generated 26 MQLs, 14 MALs
Trained 2 new inbound BDRs on key lead sources and marketing <> Sales handoff
Launched the first wave of Q3 nurtures with pre-earnings messaging. These emails included a new email template with built-in resources. Early signs show a meaningfully higher click through rate (3%+ compared to 0.5-1.5% avg.)
Drafted ESG campaign to launch in correspondence with the press release
Drafted Corporate Town Hall campaign to launch in correspondence with the press release
Updated Drift icon to a new face as part of ongoing experiments of the tool

Kicked off initiative with Ortus Club, a third-party vendor that specializes in executive roundtables
Developed 30/60/90 plan for EU demand gen. To be shared with Amit and Jonathan next week

Built QTD add-on dashboard
Subscribed sales team to reports that show leads that have yet to be followed up with
Updated FalQon with the latest data
Uploaded and scored leads from IR Mag corporate access white paper

Sent email to ~400 clients inviting them to become part of the early access group for the new client support portal
Built templates for several upcoming campaigns including ESG and Corporate Town Halls

Added Chili Piper (i.e. instant meeting booker) to all “Let’s Talk” forms across corp site

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

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

Corporate Town Hall
- Product page defined and with development
- Pitch deck completed
- FAQ completed
- Sell sheet completed
- IRL training completed
- Pricing completed (awaiting SKU)
- Press release draft (Karen)
- LinkedIn interactive slide

ESG Communication Bundle
- Product page draft completed
- Virtual investor day page revisions completed
- Press release draft (Karen)

Briefing Books
- IRL training
- Sales training
- Lunch & learn
- Briefing books pitch deck
- Briefing books landing page
Market Insights
- Training deck
Desktop
- Kick-off for desktop re-launch with S&P research and estimates