OOverview

Overview – September 10

Summary

GTM Tracker

New Business QTD Dashboard

Expansion QTD Dashboard

Add-On (Expansion)

  • $8k in closed won revenue; $15k in commits for September

New Business

  • MQL – 32; MAL – 76 opps generated; September: 24k in commits, 147k in best case, 101k in pipeline
  • Update Drift backend of Drift playbooks to increase site coverage from 53% to 70%

EU

  • Agreed on Deutsche Borse event (theme, team members etc), the contract is ready for signatures
  • Agreed on Q4’s participation on the next IR Society journal – content to be delivered on Sept 17, Ads under final approval with Design team/Lisa
  • Worked on IR Society Awards with EU team: organized the forms and clients per category, collected logos of all the nominees. Forms under final review with EU team to be submitted by Monday

CME

  • Continued to support Ortus Club event on Sep 23 event – reviewed questions with the team, confirmed Q4 team members, fine tuned the message with the team etc

Web

  • (Ongoing) Update asset log for all LPs – logo count from 2300+ to 2500+
  • Completed Product Release Hub build

Operations

  • Conducted an analysis of first touch lead source, YTD
  • Updated monthly recap of demand gen performance for August
  • Created a new field that consolidates the 3 marketing revenue streams into one view (i.e. generated, sourced, influenced)
  • Continued work with Bizops and Salesops teams on defining and creating the Geo/Regions field in Salesforce

Content

  • Virtual Events Case Study Asset:
    • Copy Finalized – meeting with design & web to discuss formatting & release 
  • Blogs:
    • The Changing Role of Investor Relations Webinar Recap – waiting on Lisa’s review and approval
    • Webinar recap on The Evolution of Virtual Conferences Event – Vanessa reviewing draft
    • Capital Flows – a blog focused on updated IRSP offering – Billy interview complete, working on draft
  • ESG Guide
    • Sent final draft to Lisa for review
  • ESG Article w/ IR Magazine
    • Final format approved for publishing (delivered to readers on the third week of September – no exact date given)
  • ESG Infographic & Self Assessment: 
    • Building out self-assessment 
    • Gathering Ceros examples for infographic, starting framework next week

Social Media

  • Social Media Performance Reports from Sprout for overall Twitter / Linkedin 
  • Finalized new social media templates with Marcia
  • Connected with Alex on potential Support Portal social assets

General & Events

  • Provided assets to be hosted in Small-Cap Forum virtual booth
  • Started drafting small-cap targeting best practices article for Lorenna (for IR Society article feature and distribution) 
  • Followed up with Conway Communications and Gilmartin Group
    • Conway very interested in contributing
  • Connected with Alex on potential Support Portal social assets