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Jon Payne
Founder & Technical Director
Noisy Little Monkey
Digital Marketing for
Professional Services
Big Ticket Ecommerce
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© Noisy Little Monkey | 2017
7 Cs of ROI
Bristol HUG
April 2017
Masterplan: Identify the key reports you need in order to
improve results and grow your business @MrJonPayne
Agenda
Introduction to reporting
Foundational HubSpot reports - 7 Cs of ROI
Building HubSpot reports
Q&A
@MrJonPayne
Introduction to reporting
@MrJonPayne
Visitors + Leads = Customers
@MrJonPayne
Good reporting is using data to
gather insights about progress
towards your business goals
@MrJonPayne
Before you start
Set SMART goals
Determine the questions your data should answer
Identify the key metrics to track
Develop a reporting routine
@MrJonPayne
7 Cs of ROI
@MrJonPayne
@MrJonPayne
1. Contacts by source
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2. Contacts by social source
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@MrJonPayne
3. Conversion by all interactions
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4. Conversions by last referrer
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5. Conversions from blog post
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@MrJonPayne
6. Customers by source
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@MrJonPayne
7. Competitors
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Building reports in HubSpot
@MrJonPayne
TY
AQ
@MrJonPayne
7 Cs of ROI

7 Cs of ROI

Editor's Notes

  • #12 Lead vs Lag indicators - what key metrics - newsletter sign ups lead to more ecommerce sales. Inbound = content offer downloads lead to more sales leads leads to more sales. Report monthly probably.
  • #15 Why? Because you need to tell your boss where the pay offs are in terms of sources that convert to leads. They care about this. Oftent, in small businesses they care less about awareness level metrics
  • #16 Animation - don’t forget to annotate.
  • #18 Because there’s no point in LinkedIn
  • #19 Ah, shit. And actually for us, Faceboiok is more about displaying company culture - it’s less likely to convert any way.
  • #21 This tells us which are the most important pages on the journey from visitor to prospect.
  • #22 YOu can also use it to show what content is useful on the way to conversion and if there are any things that are making content “overperform” (Lead In)
  • #23 Tells us what was the last page a visitor looked at before they arrived at a HubSpot landing page and converted to a lead
  • #25 You’re doing content marketing - which content marketing converts
  • #29 Sources counts contacts when they convert for the first time on your site. The contact will be graphed under the attributed source of their first visit during the time period in which they first convert. Repeat submissions are not counted as contacts in Sources. Sources defines customers as the number of contacts, who first converted during the given timeframe, that are now customers. Customers are not charted during the time frame in which they close, but rather when they first converted. By doing this, Sources tells you how many of those contacts during the timeframe are now customers.
  • #31 Tiger
  • #32 Alexa traffic rank NOOOO