SlideShare a Scribd company logo
Mary Cate Spires
Owner, Harley James Consulting
About Your Host…
Kiwi Creative
We are a HubSpot Platinum
Solutions Partner for growing
B2B tech companies.
kiwicreative.net
Jen Lombardi
Head Honcho, Creative Genius
2
About The Speaker
● Owner of HarleyJames Consulting, Reputation
Avenue and MaryCateSpires.com
● 11+ Years of Digital Marketing & HubSpot
Experience
● Featured in NewsWeek, Hubspot, ABC News,
and many podcasts
● Dog Mom to Harley, Johnny and June
Mary Cate Spires | Owner at Harley James Consulting
3
Inefficiency in marketing is the easiest way to
waste money.
7 Steps to Improving Marketing ROI
1. Understand Your Customers
2. Know What Your Competitors Are Doing
3. Look At Your Existing Data and Performance
4. Identify Your Main Goal
5. Test Your Strategy & Tactics
6. Evaluate Test Performance
7. Apply Lessons Learned
7 Steps to Improving Marketing ROI
1. Understand Your Customers
2. Know What Your Competitors Are Doing
3. Look At Your Existing Data and Performance
4. Identify Your Main Goal
5. Test Your Strategy & Tactics
6. Evaluate Test Performance
7. Apply Lessons Learned
You have to know where you are
In order to get where you you want to be
My Benchmark & Goal Tracker
Metrics To Track
1. Website Traffic by Source
2. Leads by Source
3. Marketing Qualified Leads by Source
4. Sales Qualified Leads by Source
5. Opportunities by Source
6. Customers Source
7. Visitor-to-Lead Rate
8. Lead-to-MQL Rate
9. MQL-to-SQL Rate
10. SQL-to-Opportunity Rate
11. Opportunity-to-Customer Rate
12. Lead-to-Customer Rate
13. Visit-to-Customer Rate
Expert Tip: Pull Metrics By Hand
Let’s Dig Into The Tracker
Expert Tip: Ensure You Have Full-Funnel Reporting
Overall Key Performance Indicators
7 Steps to Improving Marketing ROI
1. Understand Your Customers
2. Know What Your Competitors Are Doing
3. Look At Your Existing Data and Performance
4. Identify Your Main Goal
5. Test Your Strategy & Tactics
6. Evaluate Test Performance
7. Apply Lessons Learned
Now What?
1. Download my benchmark tracker or create one of your own
2. Start pulling your existing performance
3. Be curious and ask “why” metrics are what they are
4. Determine your biggest opportunity for improvement and set that as your main goal
5. Create a hypothesis based on the data and test it
6. Use the results to make further strategic marketing decisions
7. Rinse and repeat
The answer to your marketing problem is living in your
data
You just have to go find it.
Questions?
P.S. Save the date for our next HUG

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Boost Marketing ROI at Your B2B Tech Company by Embracing Metrics

  • 1. Mary Cate Spires Owner, Harley James Consulting
  • 2. About Your Host… Kiwi Creative We are a HubSpot Platinum Solutions Partner for growing B2B tech companies. kiwicreative.net Jen Lombardi Head Honcho, Creative Genius 2
  • 3. About The Speaker ● Owner of HarleyJames Consulting, Reputation Avenue and MaryCateSpires.com ● 11+ Years of Digital Marketing & HubSpot Experience ● Featured in NewsWeek, Hubspot, ABC News, and many podcasts ● Dog Mom to Harley, Johnny and June Mary Cate Spires | Owner at Harley James Consulting 3
  • 4.
  • 5.
  • 6.
  • 7. Inefficiency in marketing is the easiest way to waste money.
  • 8.
  • 9. 7 Steps to Improving Marketing ROI 1. Understand Your Customers 2. Know What Your Competitors Are Doing 3. Look At Your Existing Data and Performance 4. Identify Your Main Goal 5. Test Your Strategy & Tactics 6. Evaluate Test Performance 7. Apply Lessons Learned
  • 10. 7 Steps to Improving Marketing ROI 1. Understand Your Customers 2. Know What Your Competitors Are Doing 3. Look At Your Existing Data and Performance 4. Identify Your Main Goal 5. Test Your Strategy & Tactics 6. Evaluate Test Performance 7. Apply Lessons Learned
  • 11.
  • 12.
  • 13. You have to know where you are In order to get where you you want to be
  • 14. My Benchmark & Goal Tracker
  • 15. Metrics To Track 1. Website Traffic by Source 2. Leads by Source 3. Marketing Qualified Leads by Source 4. Sales Qualified Leads by Source 5. Opportunities by Source 6. Customers Source 7. Visitor-to-Lead Rate 8. Lead-to-MQL Rate 9. MQL-to-SQL Rate 10. SQL-to-Opportunity Rate 11. Opportunity-to-Customer Rate 12. Lead-to-Customer Rate 13. Visit-to-Customer Rate
  • 16.
  • 17. Expert Tip: Pull Metrics By Hand
  • 18. Let’s Dig Into The Tracker
  • 19. Expert Tip: Ensure You Have Full-Funnel Reporting
  • 21.
  • 22.
  • 23. 7 Steps to Improving Marketing ROI 1. Understand Your Customers 2. Know What Your Competitors Are Doing 3. Look At Your Existing Data and Performance 4. Identify Your Main Goal 5. Test Your Strategy & Tactics 6. Evaluate Test Performance 7. Apply Lessons Learned
  • 24.
  • 25.
  • 26. Now What? 1. Download my benchmark tracker or create one of your own 2. Start pulling your existing performance 3. Be curious and ask “why” metrics are what they are 4. Determine your biggest opportunity for improvement and set that as your main goal 5. Create a hypothesis based on the data and test it 6. Use the results to make further strategic marketing decisions 7. Rinse and repeat
  • 27. The answer to your marketing problem is living in your data You just have to go find it.
  • 28.
  • 29. Questions? P.S. Save the date for our next HUG