OOverview

Overview – July 30

Executive Summary

GTM Tracker

New Business QTD Dashboard

Expansion QTD Dashboard

ESG

Completed

Upcoming

  • Aug 5: New Biz: Launch promo email #1
  • Aug 5 Add-on: Launch promo email #1
  • Aug 5: General: Publish press release to Q4inc.com
  • Aug 12: New Biz: Launch promo email #2
  • Aug 16 Add-on: Launch promo email #2
  • Aug 19: New Biz: Launch promo email #3
  • Aug 23 Add-on: Launch promo email #3
  • Aug 26: New Biz: Launch promo email #4
  • Aug 25: Add-on: Launch promo email #4
  • Social: continued posting + press release support 
  • Content: 
    • Blog: ESG blog from Bhavesh
    • Blog: Top ESG Websites
    • Guide: Effectively Communicating ESG

Corporate Town Halls

Completed

Upcoming

  • Aug 4: New Biz: Launch promo email #2
  • Aug 11: New Biz: Launch promo email #3
  • Aug 18: New Biz: Launch promo email #4
  • Aug 9 Add-on: Launch promo email #2
  • Aug 17 Add-on: Launch promo email #3
  • Social: Future social posting calendar here
  • Content: Featured in upcoming Virtual Events Case Study (highlighting all virtual event solutions)

Briefing Books

Completed

Upcoming 

  • Aug 11 Add-on: Launch promo email #2
  • Aug 11: General: Publish Press Release to Q4inc.com
  • Aug 11: New Biz: Launch email #1
  • Aug 25: Add On: Launch email #3
  • Aug 18: New Biz: Launch email #2
  • Aug 25: New Biz: Launch email #3
  • Sep 2: New Biz: Launch email #4
  • Social: continued posting + press release support
  • Content: Capital flows blog post

New Business Core

  • Generated 20 MQLs, 9 MALs

Chilipiper/ Sendoso

  • Solved Pardot integration issues 
  • Built Chilipiper custom meeting links for email campaigns enabling direct meeting booking from Pardot emails
  • Built automation to enabled Sendoso gift sending for booked Chilipiper meeting via email campaigns

Expansion

  • Launch Corporate Town Hall Campaign: Email #1 (Open Rate 16%, CTOR 9%, 2 Demo Requests)
  • Built ESG Bundle Campaign: Scheduled to go live Aug 5 with PR launch
  • Customer Support Portal: Supporting Jodi F with Pardot forms needed for client support portal inquires, identified new SFDC fields required for Biz Ops
  • Onboarding Nurture Assets: Working with Vanessa H on draft of script for Darrell new customer welcome video scheduled for Aug 11
  • Identity Project: Email #3 built, awaiting list to facilitate send

CME

  • Sent second email of the CME launch campaign; Open rate: 10.19%; CTR: 1.72%
  • Met with Ortus Club to confirm event at the end of September. Developed list of target companies to invite (need to run by Nick)
  • Designed an idea for the “get a quote” lead capturing form

EU

  • Connected with IR Society to understand open opportunities for us to highlight our brand
  • Reconnected with Deutsche Borse on the partnership for November
  • Researched regional PR agencies

Operations

  • Completed Quarterly performance dashboard for Expansion business
  • Updated EU Marketing Dashboard
  • Created a Top Priority Lead/Contact report for the BDP/rep follow-up
  • Uploaded and shared links of the Corporate Town hall Sell Sheet
  • Uploaded the IR Magazine Whitepaper downloads list into Pardot and scored them
  • Worked on Automation rules for Chilipiper with Luka
  • Created form handler for Briefing books
  • Update Falcon with the latest data
  • Worked with Bizops team to work creating new fields for Chilipiper

Content

  • Virtual Events Case Study:
    • Reviewed and will pass to Lisa for final review
  • Q4 IPO/Bloom Materials:
    • Confirmed we’re able to interview internal members; arranged interview for next week to begin content creation. 
  • Distributed Buy-Side Survey assets on social and provided link to PDF to Peter for IRSP Newsletter send
  • Blogs:
    • How Virtual Corporate Town Halls Keep Teams Aligned and Informed – Launched and promoted (internally and externally)
    • Benefits of Virtual Conferences with Kristina – Have met with Kristina to review feedback and will be updating the blog accordingly. The new updated release is the week of August 9th to align with press release distribution. 
  • Introduced to partners by Karen Adams to discuss future content or event collaborations. Have been asked by partners to follow-up after earnings
    • Including, Matt Berner, Managing Director, ESG Advisory at Gilmartin IR, Mary Conway, Conway Communications, and Deborah Pawlowski, CEO of KEI Investors and Director of NIRI Virtual Chapter
  • ESG Guide
    • Outline updated by Amy (will review with Vanessa Tuesday)
      • Connecting with Chris Deans to get input on outline, as someone who has experience advising clients on their ESG materials and as someone who is certified 
      • Will reach out to Doug Chia to potentially contribute or provide feedback
      • Will contact Etsy in regards to featuring the story of how they communicate ESG (focus on their website’s ESG section)

Social Media

  • Connected with new Sprout rep and have arranged a meeting for Thursday, Aug 5 to discuss optimizing our account to its fullest capabilities 
  • GTM Social Media Performance Reports from Sprout for Briefing Books, Corporate Town Halls, ESG, and CME
  • Corporate Town Hall GTM completed and rolled out
  • ESG GTM updated for Press Release launch

General & Events

  • Drafted webinar description for an event with Stockperks on effectively communicating with retail investors
  • Continued assistance with onboarding of new Events Manager
  • Onboarding video with Darrell script drafted and provided for review