OOverview

Overview – August 20

Executive Summary

GTM Tracker (Updated)

New Business QTD Dashboard

Expansion QTD Dashboard

Product Marketing

Websites:

  • Accessibility Audit Subscription
    • SKU and pricing defined
    • IRL training executed
    • Regional sales pilot scheduled 
    • FAQ updated
  • DACH Region Launch
    • PR update to Karen provided
    • Sell-sheet updated
  • Q4 Support Portal 
    • Email nurture defined and written
  • Sales Proposal
    • Outline / framework defined 

Virtual Events:

  • Capital Markets Events
    • Sizzle video script and storyboard defined
    • Info Hub site setup 
  • Earnings
    • GTM communication plans drafted 
    • Timelines defined 

CRM & Analytics:

  • Desktop
    • Sell-sheet draft defined and first copy released
    • S&P CapIQ messaging draft & demo
    • Pitch deck draft updated
  • Capital Markets Intelligence
    • Sell-sheet draft defined
    • Sales training scheduled

Win/Loss:

  • Phase 2 launched
    • Emails sent to all lost website customers
    • Integration into website activations process
    • Virtual events lost customers engagement

Add-On (Expansion)

  • Wrapped up Corporate Town Hall Campaign with final email released this week
  • 6 Demo Requests generated, 4 meetings booked (2 yet to occur), 2 SQC, 1 SQO, $15k ARR in Pipeline
  • Prepared campaign for Q4 Support Platform launch to drive awareness/adoption
  • 4 email nurture sequence launches August 24, targeting Beta clients who have signed up for the platform
  • Q4 Customer Product Release Hub Project
  • Completed first draft of copy, briefed design and web development of requirements. First mock-up of page presented August 23.
  • Q4 Activations Portal
  • Supported Jodi F and activations team with web copy to be used on the activations portal when a customer is directed to the portal from the onboarding nurture campaign.

New Business Core

Overall Performance:

  • MAL – 10
  • MQL – 35
  • SQL – 6
  • SQO – 3
  • CW – 3
  • ARR – $17,640

CME

  • Press release: worked on the email copies for CME customers, prospects and drafted Worked with Bianca on the CME video script 

EU

  • Connected with Alex and started to outline DACH region demand gen plan 
  • Worked with EU team, Marisa and Deutsche Borse to fine tune  November’s event partnership – to be fully agreed next week (tentative)
  • Worked with IR Society to update Q4’s details on their website and negotiate an article on their next journal – in progress with Content team
  • Worked on DACH campaign to be launched next week or when the press release is launched – tentative Aug 25 – in progress (emails completed, landing page and other assets to be created, webinar for the beginning of October to be discussed with EU team)
  • Brainstormed with Eliza on newsletters designs for the EU newsletters

Web

  • Reduced form fields to 5 fields (First Name, Last Name, Email, Phone, Country)

    • Email

    ESG Email

    • Rob K Emails Resend: 18.42% and 107 registrants 
    • Q4 Support Platform Email 
    • Nurture Warm email 2,3, and 4
    • Will be doing the rest in the next few weeks to come
    • Nurture Cold email 2,3, and 4
    • Will be doing the rest in the next few weeks to come
    • EU Newsletter planning with Lorenna
    • Met with Lorenna and Marisa for upcoming webinar email **

    Email Reporting 

    • Presentation 2021 email performance overview including Q4 goals and testing plans.                                   

    Reporting and Analytics

    1. Built the BDR Activity dashboard
    2. Audit of YTD Won opportunities(330) to check on any missing marketing attribution. We found 1 opportunity with missing attribution with an ARR $24k

    Operations

    • Updated Form handlers to reduce form fields. 
    • Started to build framework on Predictive forecasting model
    • Reviewed and updated Chilipiper automation rules
    • Reviewed cost categories for CPL project

    Content

    • Blogs:
      • ESG Blog – posted!
      • Benefits of Virtual Conferences with Kristina – on hold
      • The Changing Role of Investor Relations Webinar Recap – updating draft, will send for Lisa’s final review Monday
      • Webinar recap on The Evolution of Virtual Conferences Event – Michelle (freelance writer) will be creating the recap for us
      • Capital Flows – blog focused on updated IRSP offering – Michelle to interview Billy next week
    • ESG Guide
      • Finalizing the First Draft (to be reviewed Monday)
        • Held check-in meeting to review draft – asset coming along very nicely!
      • Confirmed placement in IR Magazine report (due by Sept 6)

    Social Media

    • Social Media Performance Reports from Sprout for overall Twitter / Linkedin for August so far
    • Started discussion with Marcia regarding redesigning our social image templates
    • Developed social posts to promote 2 EU websites launched for Chris Jones
    • Amplifying Twitter post (below) by repurposing tweet into a social media post to highlight the positive feedback from popular finance Twitter accounts
      • The @Post_Market account who initially Tweeted has +70k followers, and the account who tagged us as the vendor, @BarbadianCap, has +50k followers

    General & Events

    • Participated in IRC brainstorm and provided a list of session topics
    • Met with IR Magazine to discuss Small-cap Forum participation 
      • Will work with Marisa to identify the right sessions for us to participate in as well as which Q4 team member will join as a speaker 
    • Walked Marisa through Events in Asana (template, who needs to be involved, etc.)
    • Compiling research on capital markets/investor relations courses – to be presented to Lisa next week
    • Ceros demo & feedback consolidation 

    Identified a new podcast by ICR and emailed ICR communications team to connect on participation from Darrell or other ELT thought leaders