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“Reporting Digital & Content Marketing Results To
Your Clients”
What does “report” mean?
Report as a Noun
“I am going to create a report to share
data with the team”
Report as a Verb
“I am going to report back to the team
with the status of creating the report”
www.unifusion.com
What does “report” mean?
Report as a Noun
“I am going to create a report to share
data with the team”
Report as a Verb
“I am going to report back to the team
with the status of creating the report”
Which is correct? The noun or verb?
www.unifusion.com
What does “report” mean?
Report as a Noun
“I am going to create a report to share
data with the team”
Report as a Verb
“I am going to report back to the team
with the status of creating the report”
Which is correct? The noun or verb?
BOTH ARE!
www.unifusion.com
Why Do You Report?
1. Maintain a client relationship
www.unifusion.com
Why Do You Report?
1. Maintain a client relationship
2. Show and discuss results
www.unifusion.com
Why Do You Report?
1. Maintain a client relationship
2. Show and discuss results
3. Motivate the team
www.unifusion.com
Why Do You Report?
1. Maintain a client relationship
2. Show and discuss results
3. Motivate the team
4. Learn from past efforts
www.unifusion.com
Why Do You Report?
1. Maintain a client relationship
2. Show and discuss results
3. Motivate the team
4. Learn from past efforts
And most importantly….
www.unifusion.com
Why Do You Report?
1. Maintain a client relationship
2. Show and discuss results
3. Motivate the team
4. Learn from past efforts
And most importantly….
It’s the path to an upsell
www.unifusion.com
How Do You Report (Verb)?
1. Automatic PDF exports of analytics
dashboards
www.unifusion.com
How Do You Report?
1. Automatic PDF exports of analytics
dashboards
WRONG
www.unifusion.com
How Do You Report?
1. Tell a story
www.unifusion.com
How Do You Report?
1. Tell a story
a. Traffic - Blogs were
published, landing pages
optimized, social media, ppc,
etc.
www.unifusion.com
How Do You Report?
1. Tell a story
a. Traffic - Blogs were
published, landing pages
optimized, social media, ppc,
etc.
b. Conversions - landing pages,
calls-to-action, lead captures,
etc.
www.unifusion.com
How Do You Report?
1. Tell a story
a. Traffic - Blogs were
published, landing pages
optimized, social media, ppc,
etc.
b. Conversions - landing pages,
calls-to-action, lead captures,
etc.
Connect these to their goals
traffic and conversions to tell
your story
www.unifusion.com
How Do You Report?
2. Follow a Schedule
www.unifusion.com
How Do You Report?
2. Follow a Schedule
a. Meet frequently to increase
transparency with marketing
efforts
www.unifusion.com
How Do You Report?
2. Follow a Schedule
a. Meet frequently to increase
transparency with marketing
efforts
b. Participate in their internal
meetings
www.unifusion.com
How Do You Report?
2. Follow a Schedule
a. Meet frequently to increase
transparency with marketing
efforts
b. Participate in their internal
meetings
c. Invite all stakeholders
www.unifusion.com
How Do You Report?
3. Be prepared
www.unifusion.com
How Do You Report?
3. Be prepared
a. Provide handouts
www.unifusion.com
How Do You Report?
3. Be prepared
a. Provide handouts
b. Plan your presentation
i. Start with highlights
ii. Explain challenges
iii. Explain results
iv. Explain next steps
v. Ask for buy-in/approval
www.unifusion.com
How Do You Report?
3. Be prepared
a. Provide handouts
b. Plan your presentation
i. Start with highlights
ii. Explain challenges
iii. Explain results
iv. Explain next steps
v. Ask for buy-in/approval
c. Leave time for questions
and/or feedback at the end
www.unifusion.com
What Metrics Do You Put In Your Report (Noun)?
1. Number of Users from efforts
a. Sources of users
b. Pages viewed by users
www.unifusion.com
What Metrics Do You Put In Your Report (Noun)?
1. Number of Users from efforts
a. Sources of users
b. Pages viewed by users
2. Number of Conversion from efforts
a. Passthrough conversions
b. Entrance conversions
c. On page conversions
www.unifusion.com
What Metrics Do You Put In Your Report (Noun)?
1. Number of Users from efforts
a. Sources of users
b. Pages viewed by users
2. Number of Conversion from efforts
a. Passthrough conversions
b. Entrance conversions
c. On page conversions
3. Marketing Efforts to generate
results
a. Hours towards X effort
www.unifusion.com
Only Website Metrics?
Yes, isn’t your website is the hub of your marketing
efforts?
www.unifusion.com
But Why Only Website Metrics?
Yes, isn’t your website is the hub of your marketing
efforts?
The goal of each is to drive more users to the website to learn more about the product/service
and convert, report the metrics that tell that story.
www.unifusion.com
In Summary
Why Do You Report?
1. Maintain a client relationship
2. Show and discuss results
3. Motivate the team
4. Learn from past efforts
And most importantly….
It’s the path to an upsell
How Do You Report?
1. Tell a story
2. Follow a schedule
3. Be prepared
What Metrics Do You Put in Your
Report?
1. Users
2. Conversions
3. Efforts
www.unifusion.com

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Reporting Digital and Content Marketing Results to Your Clients - Unifusion

  • 1. “Reporting Digital & Content Marketing Results To Your Clients”
  • 2. What does “report” mean? Report as a Noun “I am going to create a report to share data with the team” Report as a Verb “I am going to report back to the team with the status of creating the report” www.unifusion.com
  • 3. What does “report” mean? Report as a Noun “I am going to create a report to share data with the team” Report as a Verb “I am going to report back to the team with the status of creating the report” Which is correct? The noun or verb? www.unifusion.com
  • 4. What does “report” mean? Report as a Noun “I am going to create a report to share data with the team” Report as a Verb “I am going to report back to the team with the status of creating the report” Which is correct? The noun or verb? BOTH ARE! www.unifusion.com
  • 5. Why Do You Report? 1. Maintain a client relationship www.unifusion.com
  • 6. Why Do You Report? 1. Maintain a client relationship 2. Show and discuss results www.unifusion.com
  • 7. Why Do You Report? 1. Maintain a client relationship 2. Show and discuss results 3. Motivate the team www.unifusion.com
  • 8. Why Do You Report? 1. Maintain a client relationship 2. Show and discuss results 3. Motivate the team 4. Learn from past efforts www.unifusion.com
  • 9. Why Do You Report? 1. Maintain a client relationship 2. Show and discuss results 3. Motivate the team 4. Learn from past efforts And most importantly…. www.unifusion.com
  • 10. Why Do You Report? 1. Maintain a client relationship 2. Show and discuss results 3. Motivate the team 4. Learn from past efforts And most importantly…. It’s the path to an upsell www.unifusion.com
  • 11. How Do You Report (Verb)? 1. Automatic PDF exports of analytics dashboards www.unifusion.com
  • 12. How Do You Report? 1. Automatic PDF exports of analytics dashboards WRONG www.unifusion.com
  • 13. How Do You Report? 1. Tell a story www.unifusion.com
  • 14. How Do You Report? 1. Tell a story a. Traffic - Blogs were published, landing pages optimized, social media, ppc, etc. www.unifusion.com
  • 15. How Do You Report? 1. Tell a story a. Traffic - Blogs were published, landing pages optimized, social media, ppc, etc. b. Conversions - landing pages, calls-to-action, lead captures, etc. www.unifusion.com
  • 16. How Do You Report? 1. Tell a story a. Traffic - Blogs were published, landing pages optimized, social media, ppc, etc. b. Conversions - landing pages, calls-to-action, lead captures, etc. Connect these to their goals traffic and conversions to tell your story www.unifusion.com
  • 17. How Do You Report? 2. Follow a Schedule www.unifusion.com
  • 18. How Do You Report? 2. Follow a Schedule a. Meet frequently to increase transparency with marketing efforts www.unifusion.com
  • 19. How Do You Report? 2. Follow a Schedule a. Meet frequently to increase transparency with marketing efforts b. Participate in their internal meetings www.unifusion.com
  • 20. How Do You Report? 2. Follow a Schedule a. Meet frequently to increase transparency with marketing efforts b. Participate in their internal meetings c. Invite all stakeholders www.unifusion.com
  • 21. How Do You Report? 3. Be prepared www.unifusion.com
  • 22. How Do You Report? 3. Be prepared a. Provide handouts www.unifusion.com
  • 23. How Do You Report? 3. Be prepared a. Provide handouts b. Plan your presentation i. Start with highlights ii. Explain challenges iii. Explain results iv. Explain next steps v. Ask for buy-in/approval www.unifusion.com
  • 24. How Do You Report? 3. Be prepared a. Provide handouts b. Plan your presentation i. Start with highlights ii. Explain challenges iii. Explain results iv. Explain next steps v. Ask for buy-in/approval c. Leave time for questions and/or feedback at the end www.unifusion.com
  • 25. What Metrics Do You Put In Your Report (Noun)? 1. Number of Users from efforts a. Sources of users b. Pages viewed by users www.unifusion.com
  • 26. What Metrics Do You Put In Your Report (Noun)? 1. Number of Users from efforts a. Sources of users b. Pages viewed by users 2. Number of Conversion from efforts a. Passthrough conversions b. Entrance conversions c. On page conversions www.unifusion.com
  • 27. What Metrics Do You Put In Your Report (Noun)? 1. Number of Users from efforts a. Sources of users b. Pages viewed by users 2. Number of Conversion from efforts a. Passthrough conversions b. Entrance conversions c. On page conversions 3. Marketing Efforts to generate results a. Hours towards X effort www.unifusion.com
  • 28. Only Website Metrics? Yes, isn’t your website is the hub of your marketing efforts? www.unifusion.com
  • 29. But Why Only Website Metrics? Yes, isn’t your website is the hub of your marketing efforts? The goal of each is to drive more users to the website to learn more about the product/service and convert, report the metrics that tell that story. www.unifusion.com
  • 30. In Summary Why Do You Report? 1. Maintain a client relationship 2. Show and discuss results 3. Motivate the team 4. Learn from past efforts And most importantly…. It’s the path to an upsell How Do You Report? 1. Tell a story 2. Follow a schedule 3. Be prepared What Metrics Do You Put in Your Report? 1. Users 2. Conversions 3. Efforts www.unifusion.com