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[PREVIOUS MONTH], [YEAR] MARKETING REPORT

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Executive Summary Highlights

We’ll use this page to summarize theme of activities and projects that were executed during the last month. This is written each month by your head of marketing / CMO and shared across the entire organization to bring awareness of activities and promote cohesion.

Generally speaking, this slide sets the tone on how well the team did tracking toward strategic objectives.

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Department KPI Reporting

Blended Performance

  • 1200 New Leads
  • 650 Free Trials
  • 100 New Customers
  • $55,000 in Expenses
  • $45.83 CPA
  • $550 CAC
  • 12 Churned Customers

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[PREVIOUS MONTH] Summary List of Activities

  • Completed CRM migration project
  • Launched new A/B test of FB ads
  • 4 new blogs published
  • Published two new dashboards
    • One measuring social following by network
    • One measuring conversions by channel
  • Deployed A/B test of Upsell Offer Timing

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Hurdles and Challenges

  • FB ads were paused due to conversion issues on landing page
    • Conversion pixel isn’t firing correctly, this is an active issue with our agency to solve
  • Behind on V2 of [NEW FEATURE] landing page due to last minute changes of UI
    • Fixing graphics to be more accurate
  • Need to hire for a Community & Social Media Manager
    • Referrals are greatly appreciated

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[CURRENT MONTH] Planned Projects

  • Audit all conversion pixels across the site
  • New geo-specific landing pages to be QA’d, going live as early as EOM
  • 6 new blogs to go live
    • Including V2 of [NEW FEATURE] announcement
  • V2 of [NEW FEATURE] campaign to go live (see page XY for promotion schedule)
  • Expected ad spend: $65,000

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Team Announcements

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Channel Reports

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Email Channel Overview

  • Deployed Upsell Offer timing A/B test
    • Measurable results, can be seen on page 11
  • 2 newsletters published
    • Saw above average open and click-throughs on both sends
    • Added 25 free trials from these sends
  • All automations are running following CRM migration
  • New ‘Welcome’ email sequence is working well
    • This was initially a test, but since the open rates are above average and unsubscribes are not increasing, we’ll permanently install this

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Overall Email Health

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A/B Test Summary: Upsell Offer

Objective:

To increase conversion rate for our subscription product by optimizing the timing of follow-up emails to new marketing leads

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  • Test Details:
    • Duration: 45 days
    • Control: Follow-up email sent 1 day after customer signs up
    • Variable: Follow-up email sent 5 days after customer signs up
    • Core Metric: Conversion rate

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  • Results:
    • Test Group out-performed the control for CVR
      • Control: 14.4%
      • Test: 17%

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Results of A/B Test: Upsell Offer

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Upsell Offer Timing A/B Test Conclusion

  • Lead to Customer CVR rate increased from 14.4% to 17%
  • Revenue from the Test Group was $33,000, vs. $27,000 in the Control Group
    • If rolled out, this could result in $144,000 in additional revenue from the test

Next Steps

  • We’ll roll the test out to 80% of our list for two weeks, and if all remains constant, we’ll move to 100% from there

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Department Resources

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Helpful Links

  • Brand Kit
  • Marketing Onboarding & Training Videos
  • Social Media Profiles
    • Twitter
    • LinkedIn
    • Instagram
  • Budget Tracking Sheet
  • Marketing KPIs Dashboard
  • Marketing Projects Roadmap

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Thanks for reading!

This template is provided by Nate Smoyer

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Questions or feedback?

Email: Nate@realteampanda.com