Overview – 01/14/22

Summary


GTM Tracker

Expansion QTD Dashboard

New Business QTD Dashboard


New Business

Prepared for and held 2022 Demand Gen Kick-off

  • Generated 41 MQLs, 8 SQOs, $82k in ARR and $94k in total bookings
  • Uploaded on-demand leads from various sources
  • Updated New Biz SF dashboards for 2022
  • Briefed Square 2 on 2022 business / demand gen objectives 
  • Briefed biz ops on upcoming marketing priorities (David Vu is leaving) 

Outbound / Email

  • NB – IR Cycle: Pre-Earnings Campaign
    • Final copy edits made, email templates built and proofs sent, campaign launch Tues. Jan 18
  • Add-On – Darrell Q4 2022 Update
  • Add-On – Earnings Platform Launch
    • Customer segments defined in working session with PMM
    • First draft of email copy for each segment written and currently being edited
  • Add-On – IR Cycle: Pre-Earnings
    • Email copy draft being written
  • Marketing Kick-Off
    • Provided details on outbound/email highlights and 2022 channel strategy

Inbound

  • Developed a landing page for KPMG (CME)
  • Created a Drift Playbook for Earning Events’ new page
  • Created Social Media posts to support the Earning Event’s launch 
  • Supported the development of 2022 Marketing plan
  • Square 2 first kick-off meeting

CME

Operations

  • Uploaded and created shareable link for BW Newsfeed sell sheet
  • Created New business and Add-on business Marketing performance dashboards
  • Audited Google Ads,Linkedin and Netline leads sync and attribution
  • Provided input on 2021 final revenue numbers and plan for 2022

Web