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© Copyright 2017 - Christine G.D. Schaefer
How to Manage to Metrics
without Becoming Big Brother
Christine G.D. Schaefer
© Copyright 2017 - Christine G.D. Schaefer
About Me
Bachelor’s Marketing + M.S. Sociology
= Creative, Metrics-Loving Nerd
Primarily B2B Technology Marketing
Fun Fact:
I knew Maven
when he was just
a pup...and
chewing on stuff
in my office.
© Copyright 2017 - Christine G.D. Schaefer
First & Foremost: The Rule of Three
Why?
1. Three points = uncover errors/anomalies
2. Three points = insights from the interplay
3. Three points = actionable
(i.e. no paralysis by analysis)
© Copyright 2017 - Christine G.D. Schaefer
Example 1
© Copyright 2017 - Christine G.D. Schaefer
Example 2 (True Story)
Free Accounts ⇩
Web visits ⇧
Opt-In Contacts ⇧
Insights:
● Free trials are down but not because we aren’t
getting people to the site.
● It’s gotta be the right people, otherwise they
wouldn’t be opting in to our content.
Actions:
● Check the landing pages of the content
downloads - are we offering free accounts?
● Did we change where the CTA is located?
● Did we change the Free Account form?
© Copyright 2017 - Christine G.D. Schaefer
“[Your team] cannot be fulfilled if
their success depends on the
opinions or whims of another
person, no matter how benevolent
they may be.”
- Patrick Lencioni
© Copyright 2017 - Christine G.D. Schaefer
© Copyright 2017 - Christine G.D. Schaefer
Bad Big Brother Good Big Brother
© Copyright 2017 - Christine G.D. Schaefer
Bad Good Big Brother
● Quotas or Gotchas
● Same for All
● No Buy-In
● Dictates only
method
● Guidelines
● Tailored
● Co-Created & Shared
● Aspirational, yet
Achievable Goals
© Copyright 2017 - Christine G.D. Schaefer
Example 1:
Director of Content
● Input: Education Content
Created
● Strategic Gain: Following
● Near-Term ROI: Goal
Completions
Drive the behavior you want.
© Copyright 2017 - Christine G.D. Schaefer
Example 2:
Demand Gen Mgr
● Early: Opt-In Contacts
● Middle: Sales Qualified
Opps
● Long-Term: Bookings
Drive the behavior you want.
© Copyright 2017 - Christine G.D. Schaefer
Another Example
Demand Gen
● Opt-In Contacts
● Conversations
● MQL>Opp Conv
Nurture
● MQL>Opp Conv
● Renewal Rate ($)
● Customer Maturity Ranking
Education
M&S Ops
● Opt-In Contacts ● MQL>Opp ● Following
● MQL>Opp Conv ● Opp>Win Conv ● Pipeline Creation
© Copyright 2017 - Christine G.D. Schaefer
And, yet another example...
Marketing
● Opt-In Contacts
● Conversations
● MQL>Opp Conv
● All Bookings
Sales
● Conversations
● MQL>Opp Conv
● Opp>Win Conv
● New Bookings
Customer Accts
● Conversations
● NPS
● Renewal Rate %
● Renewal Bookings
© Copyright 2017 - Christine G.D. Schaefer
“Data is like wine. A little
each day is good for your
heart. A lot each day
leads to very bad
behaviors. And possibly
therapy.”
- Christine Schaefer
© Copyright 2017 - Christine G.D. Schaefer
Thanks for listening!
/christinegds

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Spark 2017: How to Manage to Metrics without Becoming Big Brother by Christine Schaefer

  • 1. © Copyright 2017 - Christine G.D. Schaefer How to Manage to Metrics without Becoming Big Brother Christine G.D. Schaefer
  • 2. © Copyright 2017 - Christine G.D. Schaefer About Me Bachelor’s Marketing + M.S. Sociology = Creative, Metrics-Loving Nerd Primarily B2B Technology Marketing Fun Fact: I knew Maven when he was just a pup...and chewing on stuff in my office.
  • 3. © Copyright 2017 - Christine G.D. Schaefer First & Foremost: The Rule of Three Why? 1. Three points = uncover errors/anomalies 2. Three points = insights from the interplay 3. Three points = actionable (i.e. no paralysis by analysis)
  • 4. © Copyright 2017 - Christine G.D. Schaefer Example 1
  • 5. © Copyright 2017 - Christine G.D. Schaefer Example 2 (True Story) Free Accounts ⇩ Web visits ⇧ Opt-In Contacts ⇧ Insights: ● Free trials are down but not because we aren’t getting people to the site. ● It’s gotta be the right people, otherwise they wouldn’t be opting in to our content. Actions: ● Check the landing pages of the content downloads - are we offering free accounts? ● Did we change where the CTA is located? ● Did we change the Free Account form?
  • 6. © Copyright 2017 - Christine G.D. Schaefer “[Your team] cannot be fulfilled if their success depends on the opinions or whims of another person, no matter how benevolent they may be.” - Patrick Lencioni
  • 7. © Copyright 2017 - Christine G.D. Schaefer
  • 8. © Copyright 2017 - Christine G.D. Schaefer Bad Big Brother Good Big Brother
  • 9. © Copyright 2017 - Christine G.D. Schaefer Bad Good Big Brother ● Quotas or Gotchas ● Same for All ● No Buy-In ● Dictates only method ● Guidelines ● Tailored ● Co-Created & Shared ● Aspirational, yet Achievable Goals
  • 10. © Copyright 2017 - Christine G.D. Schaefer Example 1: Director of Content ● Input: Education Content Created ● Strategic Gain: Following ● Near-Term ROI: Goal Completions Drive the behavior you want.
  • 11. © Copyright 2017 - Christine G.D. Schaefer Example 2: Demand Gen Mgr ● Early: Opt-In Contacts ● Middle: Sales Qualified Opps ● Long-Term: Bookings Drive the behavior you want.
  • 12. © Copyright 2017 - Christine G.D. Schaefer Another Example Demand Gen ● Opt-In Contacts ● Conversations ● MQL>Opp Conv Nurture ● MQL>Opp Conv ● Renewal Rate ($) ● Customer Maturity Ranking Education M&S Ops ● Opt-In Contacts ● MQL>Opp ● Following ● MQL>Opp Conv ● Opp>Win Conv ● Pipeline Creation
  • 13. © Copyright 2017 - Christine G.D. Schaefer And, yet another example... Marketing ● Opt-In Contacts ● Conversations ● MQL>Opp Conv ● All Bookings Sales ● Conversations ● MQL>Opp Conv ● Opp>Win Conv ● New Bookings Customer Accts ● Conversations ● NPS ● Renewal Rate % ● Renewal Bookings
  • 14. © Copyright 2017 - Christine G.D. Schaefer “Data is like wine. A little each day is good for your heart. A lot each day leads to very bad behaviors. And possibly therapy.” - Christine Schaefer
  • 15. © Copyright 2017 - Christine G.D. Schaefer Thanks for listening! /christinegds