Reporting needs vary per client, and it’s important that reports match requirements – there’s nothing worse that getting bombarded with a range of non-actionable reports.
A key part of every project is taking the time upfront to assess and agree on what results, KPIs and action items need to be highlighted, and how often. Usually monthly overview reports are appropriate, with the option of weekly or even daily updates on specific items.
Monthly analysis and review of all your reporting inputs, including:
to provide you with monthly learnings and insights into your business.
As well as month-end reviews for management reports, the Reporting item includes provision of real-time dashboards and daily updates (where appropriated).
The focus of reporting should always be to make it actionable. Reports for the sake of reports is usually an area that can be optimised (and ideally removed).
We work with you to ensure that reporting is as simple as possible, whilst providing maximum insight on key performance metrics.
A fully tailored HubSpot onboarding process to setup, implement and optimise your new HubSpot hub
A complete review of your HubSpot portal to highlight issues, recommend fixes and streamline your processes
A full campaign including landing pages, form, lists, workflows, nurture emails and reports implemented in HubSpot
Access to HubSpot specialist guidance, implementation, training and support via a simple ad-hoc model
Exclusive weekly, one-to-one coaching, specifically customised for key items across your HubSpot portal
Craig Bailey assisted us with developing and refining the strategy for promoting a major new initiative in education. He was able to guide us to clarity about our key messages and target audiences, as well as how to link the personas for those target audiences to those key messages and the channels we will use.
He was outcomes-focused, kept us concentrated on the problem we are trying to solve for the end user and added great value to our marketing strategy.
Craig is also very enjoyable to work with — the strategic lens he brought to bear never wavered, but we honed our strategy in a relaxed and fun session.
CEO, Australian Shareholders Association
