Business owners should certainly have a clear plan for their marketing and should understand which channels are the best fit for their marketing mix. However, there are a few more things that should be done, once it’s time to start marketing. As an example, it’s important to have Google Analytics setup on the company’s website. This will be incredibly beneficial for tracking success. It’s a free tool from Google, but it won’t work until it’s been added to the website’s coding. Upon completion of this episode, the business owner will discover a variety of marketing tips which will increase their online exposure and improve their ability to refine their marketing plan for greater results.
To listen to this webinar on-demand, go to: https://www.financialpoise.com/financial-poise-webinars/youre-ready-to-start-marketing-now-what-2020/
Marketing for Startup: 14 Things You Shouldn't MissLukas Obdrzalek
I focused on 3 topics
- What should you know when setting up your marketing
- How you should build your marketing team
- How you should choose your agency and how to work with it
Regardless of size, all business owners need to understand that marketing is critical to the success of their business. This blog provides insights to help them do that.
Webinar - Why You Should Let Your Buyer Design Your Sales Process eCornell
“The buyer is in charge” is one of the most popular refrains in contemporary business sales and marketing today. Well it’s true; the Internet has changed buyer behavior forever. In the old days of business sales, the seller controlled the conversation. Now, the Internet has given the power back to the buyer. Marketing has undergone a radical transformation to change their approach to meet the new buyer’s expectations. It’s sales’ turn.
The reality is the buyer views their experience with a vendor as one of the most important factors in buying. When polled, buyers rate their experience with vendors higher than the expected answers of product and price. The sales leader’s imperative is to deliver the sales experience their buyers want and expect.
Craig Rosenberg is in the Chief Analyst for TOPO. TOPO helps organizations optimize their sales and marketing to order to deliver remarkable buying experiences. He has worked with 100’s of sales, inside sales, and marketing organizations to design, build and optimize their processes. He is known to many as the "Funnelholic", the name of his very popular sales and marketing blog.
In this webinar, we provide you with the blueprint and specific use case examples. You will learn:
- Best practices for understanding your buyer
- How the buyer affects your organizational design including people, process and technology
- Specific examples of companies creating buyer-responsive processes
- This discussion is tailored for CEOs, execs, VPs, upper-level management, and anyone involved in sales and overall business strategy.
Integrated Marketing: What It Is and Why You Should Embrace It (part 2 of 3)Richard Hatheway
This article will provide an overview and will attempt to explain what integrated marketing is and why the use of integrated marketing is more important now than ever before. This is not an in-depth treatise on the topic, but will provide you with a solid foundation on the topic of integrated marketing.
Marketing for Startup: 14 Things You Shouldn't MissLukas Obdrzalek
I focused on 3 topics
- What should you know when setting up your marketing
- How you should build your marketing team
- How you should choose your agency and how to work with it
Regardless of size, all business owners need to understand that marketing is critical to the success of their business. This blog provides insights to help them do that.
Webinar - Why You Should Let Your Buyer Design Your Sales Process eCornell
“The buyer is in charge” is one of the most popular refrains in contemporary business sales and marketing today. Well it’s true; the Internet has changed buyer behavior forever. In the old days of business sales, the seller controlled the conversation. Now, the Internet has given the power back to the buyer. Marketing has undergone a radical transformation to change their approach to meet the new buyer’s expectations. It’s sales’ turn.
The reality is the buyer views their experience with a vendor as one of the most important factors in buying. When polled, buyers rate their experience with vendors higher than the expected answers of product and price. The sales leader’s imperative is to deliver the sales experience their buyers want and expect.
Craig Rosenberg is in the Chief Analyst for TOPO. TOPO helps organizations optimize their sales and marketing to order to deliver remarkable buying experiences. He has worked with 100’s of sales, inside sales, and marketing organizations to design, build and optimize their processes. He is known to many as the "Funnelholic", the name of his very popular sales and marketing blog.
In this webinar, we provide you with the blueprint and specific use case examples. You will learn:
- Best practices for understanding your buyer
- How the buyer affects your organizational design including people, process and technology
- Specific examples of companies creating buyer-responsive processes
- This discussion is tailored for CEOs, execs, VPs, upper-level management, and anyone involved in sales and overall business strategy.
Integrated Marketing: What It Is and Why You Should Embrace It (part 2 of 3)Richard Hatheway
This article will provide an overview and will attempt to explain what integrated marketing is and why the use of integrated marketing is more important now than ever before. This is not an in-depth treatise on the topic, but will provide you with a solid foundation on the topic of integrated marketing.
Sales and Marketing Alignment - The Secret Ingredient to More RevenueRichard Hatheway
This article will explain what sales and marketing alignment is, explain the benefits of sales and marketing alignment, and provide best practices to help more fully align your sales and marketing departments.
Why All Marketers Should Work in Sales (part 1 of 2)Richard Hatheway
In the first part of this article I discuss how marketing has a visibility and credibility problem – they’re not seen as critical to business success and the results they present often don’t reflect business relevance. Due to this, marketing is primarily viewed as a support function to sales.
Marketing and Sales alignment is paramount for success with any organization. Learn to create synergy between your teams for maximum impact for your sales. Revenue generation is the objective any effective marketing campaign, so aligning with your sales efforts will lead to a success and sustainability.
Everyone in business – and in marketing especially – knows that you need to have a value proposition (aka, value prop). But yet, no one really seems to know why; it’s just one of those things that if you’re in business, you’re supposed to have.
This blog will explain what a value prop is and why you need one.
This article will introduce you to the basic concepts of content marketing - content marketing is the process of doing the necessary customer research and gathering customer intelligence, developing relevant content based on that research and intelligence, developing a marketing strategy and then deploying/implementing the plan to take full advantage of the content.
Marketing, like any other aspect of business, requires careful planning to be effective. However, depending on the type of business, there are many different types and styles of marketing, ranging from traditional marketing to digital marketing that can be used to help a business grow. However, regardless of the type of marketing used, there are several basic steps that must be followed in order for it to be successful.
This blog will briefly highlight the basic steps that all marketers should follow before beginning development of any marketing activity.
Everyone in business – and in marketing especially – knows that you need to have a value proposition (aka, value prop). But yet, no one really seems to know why, it’s just one of those things that if you’re in business, you’re supposed to have.
What’s worse, many marketers don’t know what a value prop should include or how to develop one. In Part 2 of this blog, we’ll explain how to quickly and easily craft an effective value proposition.
Do you use Calls To Action (CTAs)? Do you know what a CTA is? This blog will give a quick, concise overview of what they are, how they can be used and why you really should be using them.
It's Sales AND Marketing, NOT Sales OR MarketingRichard Hatheway
Sales and Marketing departments are critical, integral functions to businesses. As such, they need to work together to ensure that the desired outcome for both functions - sales - occurs. Unfortunately, that often does not happen.
Virtual selling is here to stay. Even if and when we do return to the office, buyer behaviors have changed for good. According to McKinsey Research, up to 80% of B2B buyers would rather interact remotely when purchasing. Virtual selling isn’t going away any time soon. In fact, it’s the new standard.
But is your virtual selling strategy up to snuff? In this slide guide, you’ll learn everything you need to know about virtual selling.
You can get more in-depth guidance over on our blog: https://bit.ly/3uDbn3Z
How can you help new product managers hit the ground running? Here is product management advice we share at HubSpot when onboarding new product leaders to the team. Check out the blog post here: http://product.hubspot.com/blog/9-lessons-from-onboarding-new-product-managers
Start-ups today rely on ‘maybe’ and ‘I-feel-so’ factors rather on validated data. If you have a ‘great’ product your greatest proof is number of sales. This presentation's objective is to ensure tha you are building your marketing plan in the right direction with the right elements.
Would be glad to hear your thoughts out!
To be effective at outbound marketing, one must first have a clear understanding of what it actually means. Outbound marketing by definition refers to paid advertising and media services. That sounds simple enough, but outbound marketing is complex, in part because it rarely exists in a vacuum. It is important to understand the complex relationships and interdependencies between paid (outbound), owned (inbound) and earned media before launching any campaign.
Successful Marketing Starts With A StrategySpryIdeas
Of course, as any savvy marketer knows, in today’s world, nurturing or drip marketing can be a powerful tool to grow your business, which involves sending or “dripping” messages to customers or prospects over time. In other words, marketing ain’t what it used to be. In fact, some experts say marketing is evolving faster than universities can develop new courses to teach the next generation of marketers – they are essentially learning on the job. (http://bit.ly/2ghsK8H)
Introducing Network Marketing Lifelines – Everything You Need to Know About Uplines and Downlines. Inside this eBook, you will discover the topics about upline basics, make sure your upline sponsor knows the product, make sure upline has a positive outlook, make sure upline is consistent, make sure upline has a good reputation, downline basics, learn recruiting techniques, teach duplication and the importance of training.
Start Right -Finish Well Product Launch Processjerianasmith
A successful launch requires several elements coming together all at once.Forward Vision has developed a tried-and-true set of best practices to launch a product. Our aim is to provide the companies we work with the tools and a process that give them a competitive edge.
Sales and Marketing Alignment - The Secret Ingredient to More RevenueRichard Hatheway
This article will explain what sales and marketing alignment is, explain the benefits of sales and marketing alignment, and provide best practices to help more fully align your sales and marketing departments.
Why All Marketers Should Work in Sales (part 1 of 2)Richard Hatheway
In the first part of this article I discuss how marketing has a visibility and credibility problem – they’re not seen as critical to business success and the results they present often don’t reflect business relevance. Due to this, marketing is primarily viewed as a support function to sales.
Marketing and Sales alignment is paramount for success with any organization. Learn to create synergy between your teams for maximum impact for your sales. Revenue generation is the objective any effective marketing campaign, so aligning with your sales efforts will lead to a success and sustainability.
Everyone in business – and in marketing especially – knows that you need to have a value proposition (aka, value prop). But yet, no one really seems to know why; it’s just one of those things that if you’re in business, you’re supposed to have.
This blog will explain what a value prop is and why you need one.
This article will introduce you to the basic concepts of content marketing - content marketing is the process of doing the necessary customer research and gathering customer intelligence, developing relevant content based on that research and intelligence, developing a marketing strategy and then deploying/implementing the plan to take full advantage of the content.
Marketing, like any other aspect of business, requires careful planning to be effective. However, depending on the type of business, there are many different types and styles of marketing, ranging from traditional marketing to digital marketing that can be used to help a business grow. However, regardless of the type of marketing used, there are several basic steps that must be followed in order for it to be successful.
This blog will briefly highlight the basic steps that all marketers should follow before beginning development of any marketing activity.
Everyone in business – and in marketing especially – knows that you need to have a value proposition (aka, value prop). But yet, no one really seems to know why, it’s just one of those things that if you’re in business, you’re supposed to have.
What’s worse, many marketers don’t know what a value prop should include or how to develop one. In Part 2 of this blog, we’ll explain how to quickly and easily craft an effective value proposition.
Do you use Calls To Action (CTAs)? Do you know what a CTA is? This blog will give a quick, concise overview of what they are, how they can be used and why you really should be using them.
It's Sales AND Marketing, NOT Sales OR MarketingRichard Hatheway
Sales and Marketing departments are critical, integral functions to businesses. As such, they need to work together to ensure that the desired outcome for both functions - sales - occurs. Unfortunately, that often does not happen.
Virtual selling is here to stay. Even if and when we do return to the office, buyer behaviors have changed for good. According to McKinsey Research, up to 80% of B2B buyers would rather interact remotely when purchasing. Virtual selling isn’t going away any time soon. In fact, it’s the new standard.
But is your virtual selling strategy up to snuff? In this slide guide, you’ll learn everything you need to know about virtual selling.
You can get more in-depth guidance over on our blog: https://bit.ly/3uDbn3Z
How can you help new product managers hit the ground running? Here is product management advice we share at HubSpot when onboarding new product leaders to the team. Check out the blog post here: http://product.hubspot.com/blog/9-lessons-from-onboarding-new-product-managers
Start-ups today rely on ‘maybe’ and ‘I-feel-so’ factors rather on validated data. If you have a ‘great’ product your greatest proof is number of sales. This presentation's objective is to ensure tha you are building your marketing plan in the right direction with the right elements.
Would be glad to hear your thoughts out!
To be effective at outbound marketing, one must first have a clear understanding of what it actually means. Outbound marketing by definition refers to paid advertising and media services. That sounds simple enough, but outbound marketing is complex, in part because it rarely exists in a vacuum. It is important to understand the complex relationships and interdependencies between paid (outbound), owned (inbound) and earned media before launching any campaign.
Successful Marketing Starts With A StrategySpryIdeas
Of course, as any savvy marketer knows, in today’s world, nurturing or drip marketing can be a powerful tool to grow your business, which involves sending or “dripping” messages to customers or prospects over time. In other words, marketing ain’t what it used to be. In fact, some experts say marketing is evolving faster than universities can develop new courses to teach the next generation of marketers – they are essentially learning on the job. (http://bit.ly/2ghsK8H)
Introducing Network Marketing Lifelines – Everything You Need to Know About Uplines and Downlines. Inside this eBook, you will discover the topics about upline basics, make sure your upline sponsor knows the product, make sure upline has a positive outlook, make sure upline is consistent, make sure upline has a good reputation, downline basics, learn recruiting techniques, teach duplication and the importance of training.
Start Right -Finish Well Product Launch Processjerianasmith
A successful launch requires several elements coming together all at once.Forward Vision has developed a tried-and-true set of best practices to launch a product. Our aim is to provide the companies we work with the tools and a process that give them a competitive edge.
While sales process implementation is not a simple task and may require more of your time now than you'd like to attribute to it, the rewards justify your investment and payback comes much sooner than you would think.
Top tips for affiliate success
If you have decided to become an affiliate marketer, there are many things you can do to improve your chances for success. Keep in mind that with an affiliate...
Marketing First Steps: Planning, Budgeting & Hiring (Series: Digital Marketin...Financial Poise
One of the most critical components to an entrepreneur’s success is well planned and strategic marketing implementation. But, what should a business owner know if they wish to be successful with their marketing? Three fundamental elements of marketing include planning, budgeting and hiring. With a well defined plan, the business owner will be able to set realistic goals and measurements for success. With proper budgeting, the owner will be able to know how much they should spend, and plan their marketing tactics accordingly. And hiring skilled marketing staff can be incredibly beneficial, but there are considerations to be made when hiring. In this webinar, we provide details designed to give business owners expert marketing advice pertaining to marketing planning, budgeting and hiring.
To listen to this webinar on-demand, go to: https://www.financialpoise.com/financial-poise-webinars/marketing-first-steps-2020/
Which Marketing Channels Should You Use, and Why? (Series: Digital Marketing ...Financial Poise
Some of the most commonly used marketing channels include websites, social media, email marketing, search engine optimization, content marketing and pay per click advertising. While these are all highly effective, they aren’t necessarily the best fit for every business, especially for the business that’s just getting started. Upon completion of this episode, the business owner will have a better understanding of the challenges and benefits associated with each of these marketing channels. They will also be able to more clearly understand whether or not each channel is a good fit for their marketing mix.
To listen to this webinar on-demand, go to: https://www.financialpoise.com/financial-poise-webinars/which-marketing-channels-should-you-use-2020/
In this file, you can ref free useful materials about affiliate marketing training dvds and other materials for affiliate marketing training dvds such as affiliate programs, affiliate tips…
6 [fresh] digital marketing tips that will help businesses combat coronavirus...Charlesbab16
We understand that this is a stressful time because of the recent outbreak of the coronavirus. Here are 6 key digital marketing tips that will help you bounce back stronger. View more information at https://colorwhistle.com/digital-marketing-combat-coronavirus-impact/
Buyers can now discover nearly everything about companies, products and
services from websites and other Web sources, including what customers are
saying on social media.
Major League Marketing on a Minor League BudgetIsaac La Buguen
Whether you're an entrepreneur, small business or freelance contractor, you understand the importance of allocating budgets and dialing up big results on limited resources. Discover how to build your brand, get found and spread influence in the marketplace without breaking the bank.
“COVID-19 has crippled the world, leaving many small medium businesses struggling to survive and many waking up to the reality of re-assessing their business strategies and tactics. Even [b2b / b2c] marketing will have to be adjusted. “
Similar to You're Ready to Start Marketing. Now What? (Series: Digital Marketing Tips for the New (Or Old!) Business Owner 2020) (20)
IP-301 POST-GRANT REVIEW TRIALS 2022 - Things to Consider Before You FileFinancial Poise
This segment will delve into considerations that come into play when filing or responding to post-grant review proceedings. These considerations include issues of real party in interest, timing, and substantive arguments.
Part of the webinar series: IP-301 POST-GRANT REVIEW TRIALS 2022
See more at https://www.financialpoise.com/webinars/
This segment will discuss the statutory and procedural background of post-grant review proceedings. It will discuss the types of proceedings available and provide a high-level discussion of how the proceedings are conducted.
Part of the webinar series:
IP-301 POST-GRANT REVIEW TRIALS 2022
See more at https://www.financialpoise.com/webinars/
THE NUTS & BOLTS OF BANKRUPTCY LAW 2022: The Nuts & Bolts of a First Day HearingFinancial Poise
Even when a bankruptcy petition is the result of a soft-landing rather than a freefall, filing a chapter 11 petition is a disruptive event. To facilitate the debtor’s entry into chapter 11 with as little disruption as possible, first day motions are filed to ensure that a debtor-in-possession can minimize interruptions and continue operating its business in order to achieve its goals in chapter 11. This webinar provides an overview of the administrative and operational first day motions typically filed by chapter 11 debtors and the process for requesting a first day hearing, providing notice of the hearing, and ensuring that the hearing runs smoothly.
Part of the webinar series: THE NUTS & BOLTS OF BANKRUPTCY LAW 2022
See more at https://www.financialpoise.com/webinars/
RESTRUCTURING, INSOLVENCY & TROUBLED COMPANIES 2022: Bad Debtor Owes Me Money!Financial Poise
Sometimes it begins when a client, tenant, or customer starts to slow-pay, with the result that your accounts receivable start to accrue gradually. Other times the issue presents itself more suddenly. Either way, you find your company owed a great deal of money that looks like it may not be collected because your client/tenant/customer has filed bankruptcy, has commenced an assignment for the benefit of creditors, has been put into receivership, or is otherwise just plain insolvent. What do you do? What should you not do? The topics discussed in this webinar include the pros and cons of putting a counterparty into involuntary bankruptcy; when and how you may be able to pursue third parties (like guarantors, directors, or officers) for the amount owed; risks related to preference attack; pros and cons of sitting on a “creditors’ committee” in a Chapter 11; how to negotiate for “critical vendor” protection in Chapter 11; and practical guidance for continuing to provide goods or services to an insolvent counterparty.
Part of the webinar series: RESTRUCTURING, INSOLVENCY & TROUBLED COMPANIES 2022
See more at https://www.financialpoise.com/webinars/
We’ve all long heard about writing practices to avoid, including run-on sentences, excessive passive voice, and nominalization. This webinar not only discusses how those habits can damage briefs, but also explores a key habit brief-writers should embrace: using strong, precise verbs, which are the engine of a persuasive sentence. Panelists also exchange views about finding the most persuasive voice and tone, as well as the right temperature for rhetoric.
Part of the webinar series: PERSUASIVE BRIEF WRITING 2022
See more at https://www.financialpoise.com/webinars/
CYBER SECURITY and DATA PRIVACY 2022: Data Breach Response - Before and After...Financial Poise
You’ve received the dreaded call that your company has just suffered a data breach – what do you do next? Who do you call for help? What notification obligations do you have?
With proper preparation, you can mitigate the damage caused by this unfortunate event and put your business in a position to recover. Your company may have already implemented its information security program and identified the responsible parties, including applicable outside experts, to be contacted in the event of a breach. However, now you must call up your incident response team to investigate the extent of the breach, evaluate the possible damage to your company, and determine whether you must notify your clients, customers, or the public of the breach. This webinar will help prepare you to take action when the worst happens.
Part of the webinar series:
CYBER SECURITY and DATA PRIVACY 2022
See more at https://www.financialpoise.com/webinars/
CYBER SECURITY and DATA PRIVACY 2022_How to Build and Implement your Company'...Financial Poise
Data is one of your business’s most valuable assets and requires protection like any other asset. How can you protect your data from unauthorized access or inadvertent disclosure?
An information security program is designed to protect the confidentiality, integrity, and availability of your company’s data and information technology assets. Federal, state, or international law may also require your business to have an information security program in place.
This webinar will provide the basics of how to create and implement an information security program, beginning with identifying your incident response team, putting applicable insurance policies into place, and closing any gaps in the security of your data.
Part of the webinar series:
CYBERSECURITY & DATA PRIVACY 2022
See more at https://www.financialpoise.com/webinars/
NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022 - Enforcement: Post-Judgment Procee...Financial Poise
Obtaining a final and enforceable judgment is often just the first phase of the civil litigation process; without effective enforcement and collection, a judgment is merely a piece of paper (or electronic docket entry). This webinar provides an overview of the technical, procedural and strategic considerations necessary to monetize judgments and make litigation worthwhile.
Part of the webinar series: NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022
See more at https://www.financialpoise.com/webinars/
NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022 -Appellate Practice- 101 Financial Poise
When is an appeal permitted and when should you take one? What rules and procedures govern appellate practice and how can you best avoid technical and procedural mistakes. How are appellate briefs different from those filed with the trial court and what are some keys to making them successful? And how can you best prepare for appellate oral argument? This webinar explores these questions and more with a panel of experienced appellate litigators.
Part of the webinar series: NEWBIE LITIGATOR SCHOOL - 101 Part 3 2022
See more at https://www.financialpoise.com/webinars/
MARKETING TIPS FOR THE NEW (OR OLD!) BUSINESS OWNER 2022: Learn How to Do Con...Financial Poise
There's creating content; then there's creating great content; and then there's creating great content that actually gets seen by the ideal audience. Each of those layers has its own unique challenges. In this webinar episode, we share insights from a variety of highly experienced content creators. Each panelist member provides their own unique spin on how to create great content that gets seen by the intended audience. By the completion of this episode, the audience member will have a clear and actionable plan on how to create outstanding content that meets their unique marketing needs.
Part of the webinar series: MARKETING TIPS FOR THE NEW (OR OLD!) BUSINESS OWNER 2022
See more at https://www.financialpoise.com/webinars/
CHAPTER 11 - INDUSTRY FOCUS 2022 - Focus on Oil and Gas Financial Poise
Although issues in oil and gas chapter 11 cases vary from case to case, there are, nonetheless, certain issues that tend to arise in most oil and gas cases. Among them: treatment of oil and gas leases, the payment of royalties, hedging agreements, and valuation. This webinar addresses such issues.
Part of the webinar series: CHAPTER 11 - INDUSTRY FOCUS 2022
See more at https://www.financialpoise.com/webinars/
BUSINESS LAW REVIEW- 2022: Selling a Business Financial Poise
A Startup is the Founders’ baby - they dream it, created it and worked tirelessly to make it successful. Deciding it may be time to sell all or part is the easy part - acknowledging and addressing the financial and emotional issues can be challenging.
Negotiating with potential buyers or investors is time intensive, to say the least. Positioning a business for a value maximizing transaction requires planning. What professionals need to be engaged? How do the parties come to a valuation? What is the profile of the likely investor or buyer? These are just some of the questions this webinar addresses.
Part of the webinar series: BUSINESS LAW REVIEW- 2022
See more at https://www.financialpoise.com/webinars/
BUSINESS LAW REVIEW- 2022: Immigration Law for Business-101Financial Poise
A basic understanding of immigration law is critical to a vast array of businesses operating in today’s economy. Foreign employees and their sponsoring companies will navigate a complex maze in the attempt to achieve the desired goals of the employee maximizing their ability to provide services and value to the company. One of various determining factors as to which pathway to attempt is whether the goal is an immigrant visa (also known as a “green card”) which may ultimately allow lawful permanent residence in the United States or a non-immigrant visa. The need for foreign labor affects various industries and applies to large segments of skilled, unskilled and semi-skilled workers in jobs ranging from farm to seasonal to high-tech. This webinar explains what businesses need to know in the current environment as well as how political and globalization issues will affect immigration laws going forward.
Part of the webinar series:
BUSINESS LAW REVIEW- 2022
See more at https://www.financialpoise.com/webinars/
NEWBIE LITIGATOR SCHOOL - Part I 2022: Working With Experts Financial Poise
Expert witnesses are an integral part of modern commercial litigation. They can be used for everything from calculating damages to explaining software workflows to establishing industry standards. This webinar begins with an exploration of the common types of cases that call for use of expert testimony. From there, we discuss the rules governing experts, including expert disclosures, discovery, and expert depositions. We also discuss the Daubert standard for excluding expert testimony, and discuss how a successful Daubert motion may be brought. This hour will help you figure out when and how to hire your own expert, and will give you some ideas on how to challenge your opponent’s expert when the time comes.
Part of the webinar series:
NEWBIE LITIGATOR SCHOOL - Part I 2022
See more at https://www.financialpoise.com/webinars/
Executive compensation continues its movement towards performance pay as the standard. Compensation structures and proxy disclosures are more and more complex. Investors and proxy advisors continue to increase influence on compensation issues. This webinar examines executive compensation, including equity-based compensation plans and executive employment and severance agreements. The importance of disclosure, alignment of risk, and metrics is also examined. Practical guidance on pay-for-performance and supplemental pay definitions is provided. The panelists discuss the effect of the Dodd-Frank Act on executive compensation, including SEC regulations. Exchange rules are compared to applicable federal law. Best practices regarding executive compensation committees and regulatory requirements for those committees are examined. Shareholder advisory groups promulgate executive compensation related advisory policies for their institutional shareholder clients annually and these policies are also discussed. Issues regarding board composition and leadership structure issues are discussed in relation to executive compensation.
Part of the webinar series:
CORPORATE REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2
See more at https://www.financialpoise.com/webinars/
CORPORATE REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2: Securities Law Comp...Financial Poise
The Securities and Exchange Commission has been entrusted with a significant corporate compliance regulatory function, which has been expanded by seminal legislation in the recent past such as the Sarbanes-Oxley (“SOX”) and Dodd-Frank Acts. This webinar discusses board fiduciary duties and the tension between state corporate law standards and federal law. Board composition, independence, structure and processes (including best practices in regard to committees) are analyzed. Specifically, director independence is discussed as is audit committees and related requirements, regulations and exemptions. NASDAQ and the NYSE also have similar requirements for director independence and those are also discussed. The webinar also covers disclosure matters related to SOX compliance, including timing and content of an issuer's periodic disclosures. Both the legal requirements and best practices related to disclosure procedures and internal controls under SOX are examined. Means of controlling the costs of SOX, especially for smaller public companies, are also discussed, including trends in the industry related to high regulatory compliance costs. Finally, the applicability and best practices for privately held companies and SOX are considered.
Part of the webinar series: CORPORATE REGULATORY COMPLIANCE BOOT CAMP 2022 - PART 2
See more at https://www.financialpoise.com/webinars/
The deal is complete, and the parties have finished the hard work. Or have they? Integration planning turns to execution as people, process, and technology are combined once the deal is legally closed. The buyer will need to consider the purchased business or assets from the standpoint of employees, IT, customers, suppliers, and a multitude of other areas. In addition, numerous post-closing legal issues may arise, including purchase price adjustments, breaches of representations and warranties, enforcement of key negative employment-related covenants and restrictive covenants, collection of pre-closing accounts receivable, and true-ups of final financials. This episode guides listeners through the process, timing, and issues which most commonly arise after the closing of deals.
Part of the webinar series:
M&A BOOT CAMP - 2022
See more at https://www.financialpoise.com/webinars/
Although every deal is different, understanding any purchase/sale agreement will help you understand other purchase sale agreements. Stated another way, most M&A documents include a similar set of sections and use a similar vocabulary. This episode explains specific, common provisions and discusses how buyers and sellers approach these provisions differently, particularly in light of situational differences (e.g. whether the assets being bought and sold are equity of a company or the assets of a company; whether the seller is going to cease to exists or not). Topics covered will include tax issues; corporate governance; closing conditions; representations and warranties; indemnification provisions; earn-outs; restrictive covenants; antitrust; intellectual property; and employment issues.
Part of the webinar series:
M&A BOOT CAMP - 2022
See more at https://www.financialpoise.com/webinars/
Buying, selling, or merging a company typically follows a similar set of steps from deal to deal. The amount of time each step takes varies but the order of the steps is fairly uniform because the steps follow a certain logic: before the parties share meaningful information, they should sign a confidentiality agreement (a/k/a “non-disclosure agreement,” or “NDA”); once a baseline amount of information is known by the would-be buyer, it commonly presents a letter of intent or term sheet to the target or its owner, which serves as an outline for a deal but does not necessarily bind the parties to consummate the transaction; additional due diligence and the negotiation, drafting and signing of definitive documents comes next. The parties then obtain any needed regulatory and/or contractual third party approvals; followed by closing; and finally by post-closing tasks. This webinar will discuss all these steps from a macro perspective so that you can see the forest for the trees, but does not do a deep dive into any single topic. Think of this webinar as a road map or timeline for a typical deal.
Part of the webinar series:
M&A BOOT CAMP - 2022
See more at https://www.financialpoise.com/webinars/
CROWDFUNDING 2022 - Crowdfunding from the Investor's PerspectiveFinancial Poise
This webinar focuses on the opportunities that crowdfunding makes available to the investor, and how the investor should go about navigating this new world. We begin with a basic overview of the new regulatory regime, the requirements to invest, and the on-boarding process one should expect. We then dive deeper into the market opportunity, including how to access and select investments, and expectations investors should set for themselves and the projects they select. This is not intended to support any specific deal selection, but instead sheds a light upon the basic selection criteria available, the method to go about investing and what to avoid.
Part of the webinar series: Crowdfunding 2022
See more at https://www.financialpoise.com/webinars/
2024.06.01 Introducing a competency framework for languag learning materials ...Sandy Millin
http://sandymillin.wordpress.com/iateflwebinar2024
Published classroom materials form the basis of syllabuses, drive teacher professional development, and have a potentially huge influence on learners, teachers and education systems. All teachers also create their own materials, whether a few sentences on a blackboard, a highly-structured fully-realised online course, or anything in between. Despite this, the knowledge and skills needed to create effective language learning materials are rarely part of teacher training, and are mostly learnt by trial and error.
Knowledge and skills frameworks, generally called competency frameworks, for ELT teachers, trainers and managers have existed for a few years now. However, until I created one for my MA dissertation, there wasn’t one drawing together what we need to know and do to be able to effectively produce language learning materials.
This webinar will introduce you to my framework, highlighting the key competencies I identified from my research. It will also show how anybody involved in language teaching (any language, not just English!), teacher training, managing schools or developing language learning materials can benefit from using the framework.
Biological screening of herbal drugs: Introduction and Need for
Phyto-Pharmacological Screening, New Strategies for evaluating
Natural Products, In vitro evaluation techniques for Antioxidants, Antimicrobial and Anticancer drugs. In vivo evaluation techniques
for Anti-inflammatory, Antiulcer, Anticancer, Wound healing, Antidiabetic, Hepatoprotective, Cardio protective, Diuretics and
Antifertility, Toxicity studies as per OECD guidelines
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Macroeconomics- Movie Location
This will be used as part of your Personal Professional Portfolio once graded.
Objective:
Prepare a presentation or a paper using research, basic comparative analysis, data organization and application of economic information. You will make an informed assessment of an economic climate outside of the United States to accomplish an entertainment industry objective.
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The French Revolution, which began in 1789, was a period of radical social and political upheaval in France. It marked the decline of absolute monarchies, the rise of secular and democratic republics, and the eventual rise of Napoleon Bonaparte. This revolutionary period is crucial in understanding the transition from feudalism to modernity in Europe.
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In Odoo, the multi-company feature allows you to manage multiple companies within a single Odoo database instance. Each company can have its own configurations while still sharing common resources such as products, customers, and suppliers.
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The Roman Empire, a vast and enduring power, stands as one of history's most remarkable civilizations, leaving an indelible imprint on the world. It emerged from the Roman Republic, transitioning into an imperial powerhouse under the leadership of Augustus Caesar in 27 BCE. This transformation marked the beginning of an era defined by unprecedented territorial expansion, architectural marvels, and profound cultural influence.
The empire's roots lie in the city of Rome, founded, according to legend, by Romulus in 753 BCE. Over centuries, Rome evolved from a small settlement to a formidable republic, characterized by a complex political system with elected officials and checks on power. However, internal strife, class conflicts, and military ambitions paved the way for the end of the Republic. Julius Caesar’s dictatorship and subsequent assassination in 44 BCE created a power vacuum, leading to a civil war. Octavian, later Augustus, emerged victorious, heralding the Roman Empire’s birth.
Under Augustus, the empire experienced the Pax Romana, a 200-year period of relative peace and stability. Augustus reformed the military, established efficient administrative systems, and initiated grand construction projects. The empire's borders expanded, encompassing territories from Britain to Egypt and from Spain to the Euphrates. Roman legions, renowned for their discipline and engineering prowess, secured and maintained these vast territories, building roads, fortifications, and cities that facilitated control and integration.
The Roman Empire’s society was hierarchical, with a rigid class system. At the top were the patricians, wealthy elites who held significant political power. Below them were the plebeians, free citizens with limited political influence, and the vast numbers of slaves who formed the backbone of the economy. The family unit was central, governed by the paterfamilias, the male head who held absolute authority.
Culturally, the Romans were eclectic, absorbing and adapting elements from the civilizations they encountered, particularly the Greeks. Roman art, literature, and philosophy reflected this synthesis, creating a rich cultural tapestry. Latin, the Roman language, became the lingua franca of the Western world, influencing numerous modern languages.
Roman architecture and engineering achievements were monumental. They perfected the arch, vault, and dome, constructing enduring structures like the Colosseum, Pantheon, and aqueducts. These engineering marvels not only showcased Roman ingenuity but also served practical purposes, from public entertainment to water supply.
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5. Disclaimer
The material in this webinar is for informational purposes only. It should not be considered
legal, financial or other professional advice. You should consult with an attorney or other
appropriate professional to determine what may be best for your individual needs. While
Financial Poise™ takes reasonable steps to ensure that information it publishes is accurate,
Financial Poise™ makes no guaranty in this regard.
5
6. Meet the Faculty
MODERATOR:
Joshua Lyons - Owner of Joshua Lyons Marketing, LLC; Co-Founder of CRE Marketing Group
PANELISTS:
Linda Zappulla - KU/UMKC
Bill Schick - Mesh Interactive Agency
Chris Fritsch - CLIENTSFirst Consulting
6
7. About This Webinar -
You're Ready to Start Marketing. Now What?
Business owners should certainly have a clear plan for their marketing and should understand
which channels are the best fit for their marketing mix. However, there are a few more things
that should be done, once it’s time to start marketing. As an example, it’s important to have
Google Analytics setup on the company’s website. This will be incredibly beneficial for
tracking success. It’s a free tool from Google, but it won’t work until it’s been added to the
website’s coding. Upon completion of this episode, the business owner will discover a variety
of marketing tips which will increase their online exposure and improve their ability to refine
their marketing plan for greater results.
7
8. About This Series - Digital Marketing Tips for the
New (Or Old) Business Owner 2020
Approximately 83,300 small businesses in the United States are closed every year because
of ineffective marketing. This indicates many business owners are unknowledgeable of how to
leverage the power of marketing. While this is unfortunate, it is not surprising. There are
countless marketing companies trying to sell their services, and these services range from
billboards, to social media marketing, to telemarketing and more. Though these marketing
tactics can be very effective, improper planning can lead to failure. As such, this webinar
series is designed to educated business owners on how to prepare, execute and refine their
own customized marketing initiatives. After finishing this webinar series, the business owner
should have a much clearer and strategic plan for their own marketing.
Each Financial Poise Webinar is delivered in Plain English, understandable to investors, business owners, and
executives without much background in these areas, yet is of primary value to attorneys, accountants, and other
seasoned professionals. Each episode brings you into engaging, sometimes humorous, conversations designed to
entertain as it teaches. Each episode in the series is designed to be viewed independently of the other episodes so that
participants will enhance their knowledge of this area whether they attend one, some, or all episodes.
8
9. Episodes in this Series
#1: Marketing First Steps: Planning, Budgeting & Hiring
Premiere date: 1/22/20
#2: Which Marketing Channels Should You Use, And Why?
Premiere date: 2/19/20
#3: You're Ready to Start Marketing. Now What?
Premiere date: 3/18/20
9
11. Have a Sales Process
• The idea of marketing is to ultimately move people into a sales process, so they can
purchase products or services. But what exactly does that sales process look like? If this
isn’t planned out before the marketing plan is launched, there will likely be many missed
opportunities. So, before marketing is started, decide on the sales process and how to do
this. In the next several slides, we present a general outline on how to prepare.
11
Acquire Leads
Qualify Your Leads
Refine Your Pitch
Prepare for Objections
Convert the Lead
12. Acquire Leads
• Naturally, this is part of the marketing function, since marketing is the means through
which leads should be generated. However, make sure the sales team isn’t missing these
leads. For example, what if someone sends a direct message on Facebook? They could
give you their phone number and ask you to call them with information about your product
or service. Will you see this message, or will the lead not be noticed for weeks? Make sure
your social media is being monitored for leads. The same goes with leads acquired
through your website. Are contact forms sending emails to your inbox or are they getting
lost somewhere else? Make sure leads are properly handed off from the marketing side of
your business to the sales side.
12
13. Qualify Your Leads
• We would define a lead as anyone who seeks to learn more about your products or
services. This doesn’t mean every lead is going to be an ideal lead. For example, let’s say
you work in corporate law and you’re promoting your services. Then, someone reaches out
to you and inquires about your services. While they have an interest in discovering how
you can help them, it turns out they need someone who deals with bankruptcy law, which
is something you don’t handle. In this situation, they aren’t a qualified lead.
• It’s important to have a process to quickly, and politely, remove unqualified leads from your
sales funnel. You don’t want to spend countless hours working with a prospective client or
customer, only to find out later that they aren’t a good fit. Take the time to figure out the
questions that need to be asked to qualify your leads.
13
14. Refine Your Pitch
• Once you start speaking with a qualified lead, what will you say to them? Do you need to
give them a short elevator pitch? Should you move them into a 30-minute online demo of
your product? The exact process you have for pitching your product or services should be
planned out. In fact, many companies will create a specific script for their sales team to
use.
• As you have more conversations with prospective customers or clients, you should make
a point to tweak and improve your sales pitch. But not everyone you speak with will
respond the same way to your pitch, and you’ll need to learn how to read the situation and
give the best pitch possible.
14
15. Prepare for Objections
• Not everyone will respond the same way to your pitch, you should anticipate objections.
Some common objections might include the following:
I don’t have time right now.
The cost is too high.
The cost is suspiciously low.
I think I can get better value elsewhere.
I’m looking for someone more experienced/established.
Think about the most popular objections in your industry and decide on the best way to
respond to each. Having a strategic plan to deal with objections will make you more
effective at guiding your lead through the sales process.
15
16. Convert the Lead
• Once you’ve answered all the lead’s questions, you’ve pitched your product or service, and
you’ve addressed each objection, you should move into the conversion stage of the funnel.
They know everything they need to know, so the question is, will they take the action you
want them to take? There are various ways you can proceed at this point. You could give a
limited time discount if they choose to become a client or customer within 24 hours. You
might give them a trial period or a free gift. You might just straight up ask them if they’re
ready to move forward with you. But in this stage, see what you can do to move them from
a qualified lead, into a customer or client.
• Even after this stage is complete, many businesses will make a point to further nurture the
relationship. This will help with branding, customer satisfaction, word-of-mouth marketing,
and even future sales from the same individual.
16
17. Creating Your Sales Funnel
• The primary focus of this webinar episode is to prepare you for what comes next, after
you’ve launched your marketing plan. The sales funnel is definitely something you should
be ready for, since you will acquire leads and should know how to handle them. Having
said that, there are many theories and approaches to the sales funnel process and how to
go about creating the most effective funnel possible. What has been presented in these
slides is only an introduction and general overview of the topic. We advise any business
owner do their own additional research on sales funnels, or hire a consultant who
specializes in this, to prepare for converting leads into sales.
17
18. Be Prepared to Track Results
18
• Aside from having a solid sales process, it’s also important to have everything in place for
tracking your marketing efforts. As Rita Mae Brown said, ―Insanity is doing the same thing
over and over again, but expecting different results.‖ While marketing is a smart thing to
do, it’s wise to refine your marketing process. Whatever isn’t working as well as it should,
needs to be improved. And to improve, your marketing efforts, you should have systems in
place to track the performance in a systematic way. In the next slides we will take a look at
how to track your results.
19. Be Prepared to Track Results: Websites
• There are a variety of tools that enable you to evaluate the effectiveness of your website.
Perhaps the most popular tool is Google Analytics. This is a free analytical resource that
gives incredible information about the performance of your website. Be sure to get it added
to the backend of your website as quickly as possible. While Google Analytics can provide
excellent information, it can’t retroactively tell you how your website performed, prior to
when it was installed on your site.
• Also, Google Analytics can typically be installed without the use of a technical website
developer. If you own your website and happen to have a developer on hand, they should
be able to add this tracking software in about 5-15 minutes. If you have a WordPress
website and access to add new plugins, you can probably get Google Analytics up and
operational in about 20-45 minutes, assuming you’ve never done it in the past.
19
20. Be Prepared to Track Results: Websites
• Acquisition: One of the most beneficial features in Google Analytics is the acquisition
feature. In this portion of the tool, you’ll be able to identify where exactly your website
traffic came from. Specifically, you can see the following:
Organic Traffic: This shows you how many site visitors came to your website from search
engines like Google, Yahoo and Bing. These visits are not including those who came to
your website because of paid ads. That can be reported in a different portion of Google
Analytics.
Direct Traffic: How many people came to your website because they actually typed in your
domain (www.example.com) into the browser? This type of information will be classified as
―Direct Traffic.‖
20
21. Be Prepared to Track Results: Websites
Social Media Traffic: Companies that actively use social media marketing can see how
many people actually came to their website because of this type of marketing. This
information can be broken down even further to show specific information about each
social media platform. So, how many people came from LinkedIn, versus Twitter, versus
Facebook, etc.
Referral Traffic: In this area of the reporting, you will be able to see how much traffic came
from third-party websites. For example, if your website is listed in the local chamber of
commerce, it’s possible someone will find your link and click it. If they do, you’ll be able to
see this.
Ads: There are multiple types of ads that can be run through Google and there are a
variety of ad related reports you can find in Google Analytics. If you’re running Google ads
for your website, you will be able to see how many people visited your website, because of
those ads.
21
22. Be Prepared to Track Results: Websites
• Audience: The audience section of Google Analytics will give you excellent information
about the actual website traffic you get. Here are some of the most frequently viewed
metrics for this portion of the report:
Users (Number of individuals who visited the website)
New Users (Number of first-time website visitors)
Sessions (Total number of times the website was visited by both new users and returning
visitors)
Pageviews (The number of times a page on the website was opened)
Pages / Session (The average number of pages viewed during each visit to the website.)
Avg. Session Duration (The average amount of time spent on the website)
Bounce Rate (A percentage representing how often a person visited the website and left
without going to another page on the same website. )
22
23. Be Prepared to Track Results: Websites
• Other Interesting information that can be found in Google Analytics includes:
Geographic location of your website traffic
The types of devices used by your website traffic
The number of people who completed a contact form, or took some other action on your
website that you wish to track
Most frequently visited pages on your website
Much More!
23
24. Be Prepared to Track Results: PPC
• While there are various PPC advertising options available to you, many platforms share
similar metrics for showing success. Here are some of those metrics:
Clicks: How many times your ad was clicked?
Quality Score (By Google):This indicates how relevant your ad is to what the person was
looking for when they clicked it. There are a number of factors that can impact your quality
score. Also, your quality score can impact how much you pay when the ad is clicked.
Cost per Click (CPC):This is how much you pay every time the ad is clicked. Similar to the
quality score, there are a variety of factors that can impact the CPC for each ad or keyword
in your PPC campaign.
24
25. Be Prepared to Track Results: PPC
Cost per Acquisition – How much does it cost to acquire a new customer or client through
your paid ads? This is an excellent metric to track when trying to determine the actual ROI
for your PPC activity.
Conversion Rate – This is shown as a percentage and is a calculation of how many clicks
it takes to generate one conversion. For example, if there are 10 clicks and five
conversions, your PPC activity would have a conversion rate of 50%.
There are other metrics that can be considered when evaluating performance of your PPC,
but the metrics above are among the most common.
25
26. Be Prepared to Track Results: Call Tracking
• One of the most frequently overlooked forms of tracking is through the phone. While many
businesses make a point to specifically ask someone who calls them, how they heard
about the business, that’s not the most efficient way to track this type of information. A
Google search will introduce you to a variety of companies that provide call tracking. One
of the most established options is CallRail. Using them as an example, at the time of this
webinar episode, you can purchase a monthly subscription for $45. Once you do this, you
will be given 10 different phone numbers and you can configure these numbers to forward
to any phone number you wish, including a cell phone.
• In the next slides we present recommendations on how you can specifically use call
tracking with your marketing campaigns.
26
27. Be Prepared to Track Results: Call Tracking
• For the sake of illustration, let’s assume you just started a business and your personal cell
phone is the only phone number you intend to use for your business, at this time. In this
situation, before starting your business and putting your number on promotional materials,
business cards, company signage, etc. it’s an extremely good idea to first setup your
phone tracking. Create a unique phone number for each marketing channel or platform.
For example, you could have one number for each of the following:
Email Marketing
Billboards
Website
Social Media
Postcard Mailers
Radio Ads
Etc.
27
28. Be Prepared to Track Results: Call Tracking
• You can purchase additional numbers if needed, beyond the initial 10 that are provided
through a subscription.
• Once these numbers are created and forwarding to your phone, you can set it up so your
caller ID will tell you exactly which number is being called. For example, if someone sees a
billboard and calls that number, when your phone rings, you will see ―Billboard‖ displayed
on the caller ID. This will often help you glean a little context as to who is calling and why
they are calling. Here are some other examples of how this might work:
• If someone calls your email signature, you’ve probably already spoken with them and they
need some type of support or additional information.
• If someone calls a radio or television number, it’s probably in regards to whatever your
advertisement was talking about. The same is true with someone who calls an email
marketing or billboard phone number.
28
29. Be Prepared to Track Results: Call Tracking
• You can create a phone number for PPC advertising. In that case, you will know someone
called you because of the ads you’re running.
• If you have an ad placement in a magazine, you’ll know the caller wants to know more
about that particular ad.
• The last example, about a magazine ad, leads us to another great benefit of call tracking.
It’s often said ―there’s no reliable way to track sales from print ads, because they aren’t like
digital marketing where you can track everything,‖ or something along those lines. In
reality, that’s not completely true. As long as you attach a dedicated number to your printed
ads, you can very accurately track how many calls are generated. And if done well, you
can even track sales and revenue. This will tie in nicely when reviewing the return on
investment for your various marketing expenses, including print ads.
29
30. Be Prepared to Track Results: Call Tracking
• There are other features that can be found through call tracking, such as reporting, call
recording, verbal messages given to the caller before they are connected to your phone,
text messaging options and more. Research your call tracking options and see what
company provides the best solution for you and your business needs.
30
31. Be Prepared to Track Results: Social Media
• As talked about in the second episode of this series, there are many social media
platforms available for promoting a business. The well established platforms will typically
provide their own analytical data. For example, if you use Facebook, you’ll be able to go
into the Facebook insights to learn specifics about your posts. The same thing is true for
Twitter, LinkedIn and other sites.
• If you choose to run social media marketing on a variety of platforms, and track results
through each one, this can become a bit tedious and time consuming. It can be more
efficient to use a single platform, like Hootsuite or Buffer, to schedule all your posts and
also to analyze the results in one central location.
31
32. Be Prepared to Track Results: Social Media
• Here are some of the more specific details on what to look at when reviewing your social
media marketing performance:
Engagement: This metric shows how interested your audience is, in your content, based
on various interactions such as likes, comments, shares etc. As a general rule, the more
engaging your content is, the more quickly your social media presence will grow. If your
social media isn’t producing a good amount of engagement, you may wish to adjust your
content strategy.
Clicks: Like PPC advertising, you will likely want as many qualified leads to click your links
on social media as possible. Through Google Analytics, and the analytics provided with
some social platforms, you can see how often someone clicks over to your website.
32
33. Be Prepared to Track Results: Social Media
Likes: Are people literally ―liking‖ the content you share? If so, how much? You can
measure this by checking the number of social media ―likes‖ your content has received.
You can also take a look and see which types of content get the most likes. This can be a
useful strategy as you’re trying to decide what content your audience most wants to see.
Comments: One element of tracking engagement and social media success is to look at
the number of comments. Not only will it help to look at the number of comments, but it’s
also important to see what the comments are. Consider comments to be a type of
personalized feedback. While getting ―likes‖ will give you an indication of the number of
people who like your content, ―comments‖ will give you a greater level of insight as to what
your audience is thinking.
33
34. Be Prepared to Track Results: Social Media
Shares – Is your content interesting enough to be shared? This is another metric to
consider looking at.
Fans – Are you getting more fans across your various social media platforms? This can be
an excellent way to gauge the power of your social media marketing. If more people wish
to follow you and keep track of what you have to share, then you are likely doing an
excellent job with your content creation and engagement.
34
35. Be Prepared to Track Results: SEO
• There are plenty of platforms that provide ways to track search engine optimization (SEO)
performance. While many of them are limited, you can find some free options. If you want
something a bit more robust, two of the leading tools are SEMRush and MOZ. They both
have their pros and cons, but much of the functionality is the same. Here are some key
features you might want to consider looking at while tracking your SEO results.
Backlinks
1. Number of backlinks
2. Quality of backlinks
3. Backlinks that should be removed
35
36. Be Prepared to Track Results: SEO
Keywords
1. Identify keywords for which you should rank well on Google.
2. Identify current keyword rankings.
3. Track to see how your rankings improve over time, as your SEO activity progresses.
Website Audit
1. Identify actual errors on your website, such as broken links.
2. Identify issues with SEO elements that are missing from specific pages, or across the
entire website.
3. Identify more structural related problems, such as Google not being able to index specific
pages on your site, or problems with your URL structure and security.
36
37. Be Prepared to Track Results: SEO
Competitor Tracking
1. Keep track of how your marketing efforts compare to that of your competition.
2. Identify areas in which your competition is out-performing you.
Social Media Tracking
• While social analytics and scheduling can be done through programs like Hootsuite and
Buffer, some of the more robust SEO tools can offer this same type of functionality. They
can also compare your social media performance against that of your competition.
37
38. Be Prepared to Track Results: SEO
Website Traffic
• These types of tools can often integrate with Google Analytics, pulling in information that
was previously mentioned in this presentation. It makes sense to be able to view Google
Analytics when tracking SEO. This is because you should expect to see an increase in
organic website traffic when you actively work on your SEO marketing. Look at the website
analytics to see which of the optimized pages have seen the most organic traffic through
Google and other search engines.
38
39. Track Your Competition
• It’s an excellent idea to activity market your business and keep track of how effectively this
is accomplished, as talked about throughout the previous slides. However, looking at your
own digital marketing results isn’t typically enough. Rather, make a point to evaluate
results, as compared to that of your competition. Here’s are some general tips on how to
do this:
1. Decide what to track and the process for doing this, as previously talked about.
2. Select your competitors and track the exact same metrics for them.
3. Choosing your competition: [next slide]
39
40. Track Your Competition
• When you pick out the competitors to track, try to find the following:
i. One competitor who is very similar to you, in terms of their own marketing and online
exposure.
ii. Select one that’s a bit beyond you, but you suspect you could outperform in the relatively
near future.
iii. Choose one competitor that is doing an amazing job with their online marketing, and they
would be very challenging to catch up with, though it could maybe be done in a year or
two.
40
41. Track Your Competition
• Tracking your success, as compared to your competition, can be a great way to gauge
progress. This can also help you identify how best to reallocate your marketing budget and
efforts in the future. For example, if you discover you outrank all your competition on
Google in one year, you may not need to spend as much of your budget on SEO marketing
the following year. This is especially true if it looks like your competition hasn’t improved at
all with their own Google rankings. However, if you’re in the lead on Google, but you can
see multiple competitors rapidly improving through their own SEO, you will probably want
to keep the same level of investment [or more], so as to stay in the lead.
41
42. Analyze and Refine Your Marketing Strategy
42
• After investing your marketing budget, and giving a reasonable amount of time to each
type of marketing initiative, you will likely discover some marketing channels deliver better
results than others. With this being the case, it might make sense to shift some or all of
your budget away from the less effective channels and into other channels.
• Adjust how much each channel should get of your marketing budget. But also consider the
budget itself. If you start your business with a budget based on 10% of estimated gross
revenue, and your estimated gross revenue increases the next year, then your marketing
budget should probably increase as well. The percentage might stay the same, but the
actual dollar amount will likely increase.
43. Analyze and Refine Your Marketing Strategy
43
• Many businesses come up with a marketing plan, and then implement that plan. This is
good. But the business will often stop there. When this happens, they fail to evolve, fail to
improve and waste money in efforts that aren’t yielding ideal results. There are various
reason a business might be forced to try something new, and when this happens, they can
see tremendous improvement. However, a better approach is not to wait for change to be
forced upon you. Rather, make a point to consistently look for opportunities to improve,
and test those opportunities. Be proactive with your marketing; not reactive.
44. Closing Thoughts
44
• Throughout this series we have covered an array of topics. At this point, the business
owner should have a solid understanding of the following:
1. How to create a digital marketing plan
2. How to staff and budget for marketing activities
3. How to select the most relevant marketing channels to be used
4. How to measure and monitor success
5. The importance of reevaluating and refining the marketing plan to get improved results
• While this series is a rather thorough overview on digital marketing, there is much more
that can be researched and learned, specifically in terms of execution and best practices.
But, we are confident you will be off to a good start, if you follow the advice presented in
this series.
45. About The Faculty
Joshua Lyons - josh@jjlyonsmarketing.com
Joshua Lyons, Co-Founder of CRE Marketing Group, has been part of the marketing world since 2009.
He began his marketing career upon graduation from the University of West Florida, with an education in
public relations and marketing. Joshua worked for several companies, developing and implementing
proven online marketing strategies and boosting their exposure and revenue. After many years of
marketing, in commercial real estate, hospitality and other industries, Joshua began his own marketing
company, Joshua Lyons Marketing, LLC. He launched his business in 2015 and continues to provide
marketing services for clients around the United States. Joshua works with new businesses,
entrepreneurs, larger established companies and organizations that are internationally recognized.
Additionally, his clients range in industry from banking, home repair, medical, professional coaching and
more. His companies provide a variety of marketing services, but the core services offered include
website development, content writing and search engine optimization. Those who wish to learn about
marketing can read his company blog, which is designed to help individuals and marketing teams as they
develop their own online marketing strategies.
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46. About The Faculty
Linda Zappulla - linda.zappulla@gmail.com
Linda Zappulla, Founder and Senior Consultant, Workshops and the Work. Linda has more than 25 years
of marketing experience, working in and leading every marketing discipline for highly regarded consumer
brands as well as start-up ventures. As founder and senior consultant with Workshops and the Work, she
provides solutions to marketing needs of business, while teaching and mentoring their employees to
enhance their marketing capabilities, and increase their engagement and retention. As Director of Brand
Marketing at Payless ShoeSource, she provided cross-functional leadership, helping Payless deliver its
new strategy to transition from a private label purveyor to become a House of Brands. Prior to joining
Payless, Linda was Vice President of Marketing for Birch Telecom, a Kansas City based local telephone
company. Prior to that she served in a number of strategic marketing and brand management functions
for consumer products companies such as Revlon, Lenox China and Corning Glass. Linda received her
MBA from the Harvard Graduate School of Business Administration, and her undergraduate degree from
Barnard College. She is a Certified Mentor at SCORE, Kauffman FastTrac Alumna, volunteer with foreign
exchange students, and President-elect at Congregation Beth Torah.
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47. About The Faculty
Chris Fritsch - cf@clientsfirstconsulting.com
As a Client Success Consultant and the Founder of CLIENTSFirst Consulting, Chris Fritsch works
together with leading professional services firms across the country to help them select and implement
marketing and business development technology to enhance value and maximize return on investment.
Chris writes and speaks nationally on topics including CRM and related and integrated technology, data
quality, digital marketing, client and competitive intelligence, and she was recognized as a Top 10
Marketing and Business Development thought leader by JD Supra in their Readers Choice Awards. For
her contributions to the business and practice of law, Chris has been inducted as a Fellow of the College
of Law Practice Management.
Chris earned her law degree at Emory University School of Law, where she served as managing editor of
the Emory International Law Review, as well as student and faculty technology consultant.
Chris is based in Atlanta, Georgia, when she is not traveling on Delta Airlines to spend time with clients.
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48. About The Faculty
Bill Schick - billschick@meshagency.com
Over the last 20 years, Bill has developed a unique approach to helping his clients develop
unique and effective approaches to solving complex and lengthy sales and marketing
challenges. He couples traditional business and marketing theories, strategies, and tactics
with current/leading tools, technologies, and creative trends to help businesses develop
and deliver true value to prospects, customers, and their communities. He finds the most
effective approach to business and marketing to be through altruism—help your communities
and in turn they will help you.
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49. Questions or Comments?
If you have any questions about this webinar that you did not get to ask during the live
premiere, or if you are watching this webinar On Demand, please do not hesitate to email us
at info@financialpoise.com with any questions or comments you may have. Please include
the name of the webinar in your email and we will do our best to provide a timely response.
IMPORTANT NOTE: The material in this presentation is for general educational purposes
only. It has been prepared primarily for attorneys and accountants for use in the pursuit of
their continuing legal education and continuing professional education.
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50. About Financial Poise
50
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