Summary
Demand Gen Team Structure Update
Helpful links:
Product Marketing
Website Updates:
- Website proposal document draft – ready to be shared with sales next week.
- Q4 platform support portal nurture developed with 4 weeks of engagement to drive awareness and use.
- DACH GTM kicked off with email nurture to drive next week
- Developed process with IRL team to capture support portal testimonials
- Conducted win interview (to be placed in channel next week)
- Working with sales on Nasdaq IPO roll-off strategy
- Engaged with sales and IRLs on training for accessibility offering
Events Updates:
- Earnings migrations strategy across 5 specific audiences
- CME video development
- Earnings messaging framework development
- Updated events pages across Q4inc to remove AGM/VSM mentions
- Removed Broadridge mentions from PR
- Launched NRS pricing (awaiting SKU finalization)
Desktop & analytics:
- Capital Markets Intelligence training session
- Capital Markets Intelligence sell-sheet in review
- Desktop marketing event defined
- Desktop security page update GTM
- Desktop S&P migration plan GTM
Other:
- Strategy survey results delivered to Lisa and Amit; Putting together next steps for roll out to ELT
Add-On (Expansion)
- Corporate Town Hall Campaign: 1 additional SQO generated, 15k ARR added to pipeline
- Launched Q4 Support Platform Adoption campaign: 4 email nurture targeting Alpha/Beta clients who have been onboarded onto the new platform. First email performance: Delivery Rate (100%), Unique open (40%), CTOR (31%), and CTR (12%).
- Q4 Customer Product Release Hub: Received first draft from design, provided feedback, revisions due end of week for review
- Q4 Activations Portal: Worked with Mike/Jodi/Trish to brainstorm a user-friendly experience for new clients to claim swag as part of client onboarding process. Provided Pardot form handlers to Jodi’s team for build.
- Earnings Platform Migration: Worked with Bianca to prepare for Earnings migration announcement to client base mid-next week. 5 segmented emails based on client subscriptions to be built out and launched Sept 2.
New Business
- MQL – 32; MAL – 75; SQL – 2; SQO – 1
CME / EU
- Built and revised DACH campaign based on latest messaging
- Organized material to enhance our brand exposure with IR Club (boiler plate on their website, newsletters and ads calendar so we can plan accordingly, registration of members etc) – in progress
- Started Drift training (still in progress)
Web
- (Ongoing) Update asset log for all LPs – logo count from 2300+ to 2500+
- New Page Build for Product Release
- Created, tested, and sent out the IR Mag event invitation email x 4 (Delivery:99%, Open: 19%, CTOR: 8%)
- CME: Create and tested DACH Email 1, not yet sent
- Created and published email 5 nurture warm emails
- CME: Meeting with Lorena to plan for future EU newsletters, improvements, goals, and testing ideas.
- Built out IR Success Newsletter
Operations
- Worked with finance to update monthly budget structure to align with CPL components
- Reviewed the Marketing revenue field in SF with Bizops
- Initiated work on FalQon for Add-on business
- Created framework for the project ‘Eagle Eye’, a model that aims to predict lead progression through the pipeline based on historical data
- Uploaded and scored webinar attendee/registration list
- Uploaded studio sell sheet in Pardot
- Re-routed CME leads from Core BDR team to CME BDRs
Content
- Virtual Events Case Study Asset:
- Passed to Lisa for final review (awaiting sign off)
- ESG Guide
- Vanessa reviewed the final draft, will pass it to Lisa when back from vacation
- ESG Article for IR Magazine
- Leveraged ESG guide to craft an article for IR Magazine’s upcoming publication. The final draft is due by Sept. 1st.
- Updated EU-focused IR Website Best Practice Guide:
- Working with Alex & EU team to identify outdated information and update asset
- Vanessa will begin to tackle when back from vacation
- Blogs:
- Activism in Q2 of 2021 by Kevin – posted!
- The Changing Role of Investor Relations Webinar Recap – draft provided to Lisa for review
- 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 – Billy interview postponed to September 7th (as he was busy moving office locations and will be on vacation)
Social Media
- Social Media Performance Reports from Sprout for overall Twitter / Linkedin for August so far
- Worked with Marcia to create new post templates for P&C (Hiring and Wisdom Wednesdays)
- Working on EU testimonial with Marcia
General & Events
- Submitted article topic to IR Society (small-cap focus)
- Reviewed product marketing emails & provided feedback/direction on positioning
- Connected with ICR on podcast; no scheduling availability until December, as they are fully booked
