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Maxwell Waterman
Marketing Intern
June 13th – August 19th, 2016
Wrapping Up My Time
at BSI
How I Impacted BSI
What I am Leaving Behind
BSI Ecosystem Breakdown/diagram
Sales Team One Pager
4Mul8 Ad
Act On campaign, reports, marketing lists, social listening
Salesforce leads & contacts with custom campaigns/filters
Custom Google Analytics reporting parameters
Compliance & security measures/forms
Zendesk article images/gifs
Custom icons/logos
Cheat sheets with step-by-step instructions for how I did what I did
Google Drive with docs, presentations, spreadsheets, & images
• Created an advertisement targeting executive members in the insurance,
hospital, retailers & service providers industries
• Took over the Twitter handle and gained a follower count higher than any of
our competitors
• Created a One Pager for sales/marketing purposes to be finalized by a business
design professional
• Participated as an integral member of a team that created, tested, launched,
managed, and reported results for an email campaign targeting active clients
• Drafted messaging and audited all content creation for the SIMON Relaunch
campaign emails
• Created over 75 tracking parameters for reporting and behavior analytics
purposes over all our domains (bsitpa / simon.bsitpa / bsitpadotcom)
• Ensured secure connection to the SIMON Help Center site by hosting SSL and
managed to keep our desired URL
• Gathered and imported lists of contacts and leads into Salesforce & Act On
• Created multiple gifs, icons, and logos available for repurposing
• Integrated all of our platforms (Salesforce, Act-On, Google Analytics) together
to easily share, manage, and control data
• Merged the up and coming marketing department with the Trust managers
Accomplishments
Created a body of content to be
used in marketing campaigns,
webpages, print, and social media.
Marketing Collateral
An Ad
A Logo
A One Pager
Icons
Gifs
This showcases a few examples of how
trial and error & drafting resulted in
greater results to show how I adjusted
after learning.
Progression to
Success
4Mul8 Ad Progression
4Mul8 Ad Progression
Message Subject Line Sends Opens
Open Rate
(Opens/Sends) Clicks
CTR
(Clicks/Opens) Exits Adjustments
Tuesday / August 2nd
Go Green A Save Desk Clutter and Go Green with us! 87 30 34.48% 6 20.00% 1
Go Green B Let's all be a little more green with SIMON 89 23 25.84% 2 8.70% 0 Deleted
Go Green C Ready to Go Green with SIMON? 95 38 40.00% 4 10.53% 0
Total ---------------------------------------------------------- 271 91 33.58% 12 13.19% 1
First to Second Wave Progression
Message Subject Line Sends Opens
Open Rate
(Opens/Sends) Clicks
CTR
(Clicks/Opens) Exits Adjustments
Tuesday / August 2nd
Go Green A Save Desk Clutter and Go Green with us! 87 30 34.48% 6 20.00% 1
Go Green B Let's all be a little more green with SIMON 89 23 25.84% 2 8.70% 0 Deleted
Go Green C Ready to Go Green with SIMON? 95 38 40.00% 4 10.53% 0
Total ---------------------------------------------------------- 271 91 33.58% 12 13.19% 1
Message Subject Line Sends Opens
Open Rate
(Opens/Sends) Clicks
CTR
(Clicks/Opens) Exits Adjustments
First to Second Wave Progression
Tuesday / August 9th
Go Green A Save desk clutter, and Go Green with us! 112 44 39.29% 9 20.45% 2
Go Green C Ready to Go Green with SIMON? 125 54 43.20% 13 24.07% 0
Total ---------------------------------------------------------- 237 98 41.35% 22 22.45% 2
Researched this industry more before I got here
Used my time more wisely to have projects done ahead of schedule
Asked for other opportunities by reaching out to other pockets within this
office to learn and offer assistance where it might be needed
What I Could Have Done Better
What I Learned
• How CRMs and automated platforms
work
• How to integrate different platforms to
create a more automated engine
• How to create and manage an email
campaign
• How to set up trigger tracking for
reporting and behavior analytics
purposes
• How to make a case and an action plan
for an idea
• How to create a list of buyer personas
• How to use Illustrator and Photoshop
• How to adjust verbiage to fit an
audience
• How to create success metrics
• How companies use channels and
partners
• How to set up SOC and SSL and what
they are and how they help a company
• How much of the time spent on a subject is drafting,
editing, updating, & testing (20/80)
• The amount of communication, management, time, and
effort it takes to scratch something off of a roadmap
• How important self discipline is to go above and
beyond what is expected
• That professional development from leaders outside the
office is a huge contributor to success in the office
• Why analytics need to be set up ahead of time
• How hard it is to change a work culture
• How important being thorough is
• That everything needs a purpose, not just a check mark
• What a professional environment looks like
• How people in different departments work and
communicate with each other
• Why connections are so valuable
• To ask more questions
• To request things I don’t have
• To speak my mind when offered
• How to enjoy office life
Hard Skills Soft Skills

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Marketing internship wrap-up and accomplishments

  • 1. Maxwell Waterman Marketing Intern June 13th – August 19th, 2016 Wrapping Up My Time at BSI
  • 3. What I am Leaving Behind BSI Ecosystem Breakdown/diagram Sales Team One Pager 4Mul8 Ad Act On campaign, reports, marketing lists, social listening Salesforce leads & contacts with custom campaigns/filters Custom Google Analytics reporting parameters Compliance & security measures/forms Zendesk article images/gifs Custom icons/logos Cheat sheets with step-by-step instructions for how I did what I did Google Drive with docs, presentations, spreadsheets, & images
  • 4. • Created an advertisement targeting executive members in the insurance, hospital, retailers & service providers industries • Took over the Twitter handle and gained a follower count higher than any of our competitors • Created a One Pager for sales/marketing purposes to be finalized by a business design professional • Participated as an integral member of a team that created, tested, launched, managed, and reported results for an email campaign targeting active clients • Drafted messaging and audited all content creation for the SIMON Relaunch campaign emails • Created over 75 tracking parameters for reporting and behavior analytics purposes over all our domains (bsitpa / simon.bsitpa / bsitpadotcom) • Ensured secure connection to the SIMON Help Center site by hosting SSL and managed to keep our desired URL • Gathered and imported lists of contacts and leads into Salesforce & Act On • Created multiple gifs, icons, and logos available for repurposing • Integrated all of our platforms (Salesforce, Act-On, Google Analytics) together to easily share, manage, and control data • Merged the up and coming marketing department with the Trust managers Accomplishments
  • 5. Created a body of content to be used in marketing campaigns, webpages, print, and social media. Marketing Collateral
  • 6. An Ad A Logo A One Pager
  • 9. This showcases a few examples of how trial and error & drafting resulted in greater results to show how I adjusted after learning. Progression to Success
  • 12. Message Subject Line Sends Opens Open Rate (Opens/Sends) Clicks CTR (Clicks/Opens) Exits Adjustments Tuesday / August 2nd Go Green A Save Desk Clutter and Go Green with us! 87 30 34.48% 6 20.00% 1 Go Green B Let's all be a little more green with SIMON 89 23 25.84% 2 8.70% 0 Deleted Go Green C Ready to Go Green with SIMON? 95 38 40.00% 4 10.53% 0 Total ---------------------------------------------------------- 271 91 33.58% 12 13.19% 1 First to Second Wave Progression
  • 13. Message Subject Line Sends Opens Open Rate (Opens/Sends) Clicks CTR (Clicks/Opens) Exits Adjustments Tuesday / August 2nd Go Green A Save Desk Clutter and Go Green with us! 87 30 34.48% 6 20.00% 1 Go Green B Let's all be a little more green with SIMON 89 23 25.84% 2 8.70% 0 Deleted Go Green C Ready to Go Green with SIMON? 95 38 40.00% 4 10.53% 0 Total ---------------------------------------------------------- 271 91 33.58% 12 13.19% 1 Message Subject Line Sends Opens Open Rate (Opens/Sends) Clicks CTR (Clicks/Opens) Exits Adjustments First to Second Wave Progression Tuesday / August 9th Go Green A Save desk clutter, and Go Green with us! 112 44 39.29% 9 20.45% 2 Go Green C Ready to Go Green with SIMON? 125 54 43.20% 13 24.07% 0 Total ---------------------------------------------------------- 237 98 41.35% 22 22.45% 2
  • 14. Researched this industry more before I got here Used my time more wisely to have projects done ahead of schedule Asked for other opportunities by reaching out to other pockets within this office to learn and offer assistance where it might be needed What I Could Have Done Better
  • 15. What I Learned • How CRMs and automated platforms work • How to integrate different platforms to create a more automated engine • How to create and manage an email campaign • How to set up trigger tracking for reporting and behavior analytics purposes • How to make a case and an action plan for an idea • How to create a list of buyer personas • How to use Illustrator and Photoshop • How to adjust verbiage to fit an audience • How to create success metrics • How companies use channels and partners • How to set up SOC and SSL and what they are and how they help a company • How much of the time spent on a subject is drafting, editing, updating, & testing (20/80) • The amount of communication, management, time, and effort it takes to scratch something off of a roadmap • How important self discipline is to go above and beyond what is expected • That professional development from leaders outside the office is a huge contributor to success in the office • Why analytics need to be set up ahead of time • How hard it is to change a work culture • How important being thorough is • That everything needs a purpose, not just a check mark • What a professional environment looks like • How people in different departments work and communicate with each other • Why connections are so valuable • To ask more questions • To request things I don’t have • To speak my mind when offered • How to enjoy office life Hard Skills Soft Skills