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Priority (1 - 5)DeadlineCompletedCategoryTopicTaskPurposeAudienceIn progress
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1ContentExisting ContentContent audit and catalogue productionUse previous content to form base of content library for lead genProspects
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1ContentLazy ManifestoSocial promo, blogs, paid social, quiz, press release, GDN network, remarket, video (TBC)Generate leads through gated reportProspects
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122/08/2017Email/Nurture
118 - Industry Segments
Nurture flow with industry specific email content (see email/nurture sheet for segments)Generate new business leadsProspects
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115/8/1715/8/17Email/NurtureHRO UpsellHRO Migration: Upsell opportunity to get warm up email before call. Test with 50 and then roll out in batchesGenerate upsell leadsCurrent Customers & Prospects
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113/9/17Email/NurtureNewsletterNewsletter: 2 versions (prospect and clients) with different CTAsGenerate engagement, upsell leads and new business leads Current Customers & Prospects
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1GAGAAudience in GA to exclude logged in customersEnsure that we are not showing prospect PPC ads to current clientsProspects
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1PPC/DisplayAd CopyTest ad copy with 'HR Software & Advice' messagingTest messaging variations that can be applied across different mediums - increase engagement and conversion rateCurrent Customers & Prospects
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130/8/1723/8/17PPC/DisplayPPC TrackingUpdate tracking templates across all cpc campaigns, test integration with AdWordsReduce risk of tracking mistakes and optimise more accurately directly from AdWords interfaceCurrent Customers
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1PPC/DisplaySimply PersonnelSimply Personnel/Bright HR online comparison - PPC/SEOEnsure that the Simply Personnel activity isn't having a detrimental effect on Bright performancen/a
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1PPC/DisplayTarget CPLWork out customer lifetime value and work back to a target CPLEnsure that PPC activity is profitableProspects
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130/8/1724/8/17PPC/DisplayComparison SitesPPC on software comparison sitesGenerate leads through an audience in-market for softwareProspects
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1PPC/DisplayComparison SitesBuild up reviews on GetApp and CapterraGenerate leads through an audience in-market for softwareCurrents Customers & Prospects
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1PPC/DisplayRemarketingDisplay remarketing based on the areas of website that visitors hav epreviously visitedGenerate demo requestsProspects
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1Press & PRAlexaPress releaseBrand awareness of new featureProspects
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1Press & PRBrightHRCXO Standpoint in "The 10 Most Valuable HR Technology Solution Providers 2017".Promote Bright as HR Techn/a
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1SEOTarget KeywordsReassess target keyword list and cut down to fewer more valuable terms to focus on e.g. HR SoftwarePrioritise top keywords to drive relevant organic trafficn/a
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1WebsiteAlexaHomepage banner & Alexa pageAnnouncement of new feature & demo request through comepetitionn/a
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1WebsiteBrightBaseForms and CTAs on page to increase conversionIncrease conversion rate and engagementProspects
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1WebsiteBrightBaseContextual links to relevant blogs and linked BrightBase topicsIncrease conversion rate and engagementProspects
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117/8/1715/8/17WebsiteFormsAdd in way of segmenting current clients (employees) looking for demo of how to use the systemDecrease number of employees requesting a demoProspects
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118/8/1718/8/17WebsiteOrganic LP AuditAudit of top organic landing pages - focus on commercialisation of these pages firstPrioritisation of focusProspects
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1WebsitePPC Landing PagesRoll out of PPC landing pages across all non brand PPC campaignsIncrease conversion rate for paid trafficCurrent Customers
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5WebsiteBlogUpdate structure so that it is better categorized and not just chronologicalImprove customer experience and generate leads through cross promotion of features & gated contentProspects
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2CompetitorCompetitorsCompetitor analysis - product/bolt-ons/demo/trial/price/message/websiteVisibility on competitorsProspects
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2Content
Existing content rework
Planning for unplanned absence; HR Fibs; BrightBase articles; Play and productivity - It pays to play; Better relationships, better business; Mental health in the workplace; The New WorkforceGenerate engagement and new business leadsProspects
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2ContentLead GenInfographics and shareable bite size chunks of BrightHR and HRO data that can be shared on social, but link to a larger gated content piecesGenerate engagement through smaller pieces and leads through linked gated contentProspects
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2Email/NurtureFree TrialsFree Trial NSO data - check when it has last been touched and nurture with content with new featuresUpdate on new features to generate new business leadsn/a
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2Email/NurturePeninsula UpsellOnce all data has been called, add in to nurture flow - content TBCGenerate upsell leadsProspects
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2Email/Nurture
Recommend A Business
Email to current customers (ensure no overlap with upsell activity)Generate new business leadsProspects
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2PeninsulaWebsite X PromotionBrightHR page on Peninsula webiste with backlinkGenerate upsell leads from current members and new business leads from Peninsula prospect trafficProspects
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2PPC/DisplayPeninsula UpsellDisplay ads on GDN targeting Peninsula customers w/o BrightGenerate upsell leadsProspects
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2PPC/DisplayPeninsula UpsellUpload current Peninsula customers w/o Bright as custom list in AdWords and deliver different ad copy to them when searching for Bright related search termsMake ad copy more relevant and compelling to specific audienceProspects
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2PPC/Display
Recommend A Business
Display on GDN to audience of current customers (ensure no overlap with upsell activity)Generate leads through current customer recommendationsProspects
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2SEOContent sitesHR news style sites (1-5 pages) with backlinks to Peninsula group websitesGenerate backlinks and trafficProspects
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2SocialBuild ConnectionsConnect with target customers (SME owners) on LinkedInIncrease numbers of prospects receiving organic updates of brandProspects
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2SocialLinkedIn activityLead gen activity with Al BrownGenerate new business leadsProspects
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2SocialNewsletter SignupLead gen campaigns on Facebook and LinkedIn to opt in for newsletterIncrease numbers of prospects opting in to receive newsletter content Prospects
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2SocialPeninsula UpsellFacebook: Target Peninsula customers w/o Bright with display adsGenerate upsell leadsProspects
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2SocialPeninsula UpsellLinkedIn: Target Peninsula customers w/o Bright with display adsGenerate upsell leadsCurrent Customers
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2Social
Recommend A Business
Recommend a Business: social (LinkedIn & Facebook) to audience of current customers (ensure no overlap with upsell activity)Generate leads through current customer recommendationsCurrent customers
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2WebsiteBlogFocus on topics for business owners rather than employees and workplace in general - link to product and current newsIncrease conversion rate and engagementCurrent Customers
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2WebsiteBlogIntersperse planned content with reactive topicsIncrease engagementProspects
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2WebsiteBlogInclude new blogs/update old blogs to include more search queries in the titlesIncrease SEO opportunitiesProspects
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2WebsiteNewsletter SignupNewsletter signup popupIncrease no. of people receiving regular updates of brand and improve acquisition opportunityProspects
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2WebsiteVHE LaunchAdd to website as part of the Shifts and Rotas features sectionEnsure product descriptions are up to date Prospects
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2WebsiteVHE LaunchBlog post with example of use of VHE in systemIncrease brand awareness of featuresProspects
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3ContentSharing ButtonsAdd social sharing buttons at the top of all content onsiteIncrease organic distributionProspects
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3CROCRO PlanOngoing testing plan across the website and PPC landing pages to make incremental increases in conversion rateIncrease conversion rate and engagementProspects
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3Email/NurturePeninsula Sat Not SoldOnce all data has been called, add in to nurture flow - content TBCGenerate new business leadsProspects
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3Peninsula
Newsletter X Promotion
Promotion of Bright in 'In The Loop' newsletterGenerate upsell leadsProspects
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3PeninsulaWebsite X PromotionPromotion of Bright on relevant Peninsula website pages e.g. absence/holiday entitlementGenerate upsell leads from current members and new business leads from Peninsula prospect trafficProspects
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3PPC/DisplayApp AdsIn app ads - can we target other HR Software with a switching message?Generate leads through an audience using or in-market for HR softwareCurrent Customers & Prospects
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3WebsiteBlogIntroduce a featured blog (most popular or most relevant at that time)Increase engagement by pushing best content and increase SEO opportunity Prospects
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3WebsiteCase StudiesMove the industry to the front page intro sectionMakes it more obvious to visitors to find relevant testimonials that are in line with their industryProspects
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3WebsiteDownload CentreLaunch a 'Download Centre' with all reports - mix of gated and nongated contentIncrease conversion rate and engagementProspects
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3WebsiteFeaturesUpdate page to be of more of a hub of features leading to more in depth content with clearer CTAs - collect data to support hypothesisIncrease conversion rate overall and prioritise correct pages for SEO rankingCurrents Customers & Prospects
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3WebsiteDownload CentreAdd template docs (tesaers) in to download centre with upsell message of full set of templates (x, y & z) are provided to Bright customersGenerate leadsProspects
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3WebsiteInnovationInnovation at Bright' page - include Alexa, QR codes etc. Promote the market innovator messageProspects
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4ContentIndustry Specific TechThought leadership/tech docs for different industriesIncrease engagement Current Customers
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4ContentPotential new content Health and absence in the workplace; Give them a break - absence minded; Protect your business; Get the best out of your staff; The New Workforce; The good practice guide; Templates; Product handoutsGenerate engagement and new business leadsCurrent subscriptions
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4Email/NurtureNewsletterSegment client newsletter to those on subscription v contract. In subscription push add-ons and contract discountsGenerate upsell leadsCurrent subscriptions
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4PPC/DisplaySubscription UpsellDisplay ads on GDN to current customers segmented by upsell opportunities - EAP/Advice/contractGenerate upsell leadsCurrent Customers & Prospects
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4SocialSubscription UpsellFacebook: Audience of current subscription clients to deliver creative promoting add ons and contract discountsGenerate upsell leadsProspects
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4SocialSubscription UpsellLinkedIn: Audience of current subscription clients to deliver creative promoting add ons and contract discountsGenerate upsell leadsProspects
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4Website
Pricing Question Popup
Inactivity popup form on pricing page - 'do you have a question about pricing that we can help with?'Increase no. pricing quotesCurrent Customers
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4WebsiteWeb PersonalisationPersonalisation of landing page content dependant on the user's previous interaction with BrightIncrease conversion rate and engagementProspects
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5Affiliates-Get agencies in to pitch for affiliate marketingProspects
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5ContentStatisticsUse of HRO and BrightHR data to form content and stats for commsGenerate engagementCurrent Customers & Prospects
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5Email/NurtureNewsletterNewsletter: enable people to sign up to a personalised newsletter based on the previous pages of BrightBase and Blog that they have engaged withGenerate engagement, upsell leads and new business leads Current customers
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5Email/NurtureOwn Account DataPersonalised emails using data from their account e.g this time last year you had high absence rate etc.Generate customer engagementProspects
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5Email/NurtureOnboardingWork with Ellie and Jenny to create schedule of more regular emails to peninsula customers to ensure that they are onboarded and using productIncrease onboarding & useageCurrent Customers & Prospects
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5WebsiteBrightBaseMore advice topics/update content to include advice topics/need for BrightIncrease SEO visibility for related topicsProspects: HR Managers
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5WebsiteCalculatorsOnsite calculator - e.g. 'how do you stack up against the average BrightHR customer?' or holiday entitlementIncrease engagement onsite and opportunity to push demo requestsProspects
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5Website
Demo for current clients
Page with webinar for current clients of how to use? / Detailed instructions?Increase customer satisfaction/decrease employees requesting demos Prospects
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5WebsiteHR Event CountdownCountdowns to major HR events e.g. GDPR / Minimum Wage Increase etc. - message 'are you ready' 'get your HR docs in order' 'store data safely etc.Increase demo requests through pushing of urgency messageCurrent Customers
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5WebsiteHR TimelineHR timeline of eventsIncrease engagementProspects
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5WebsitePeninsula GroupAdd 'Part of the Peninsula Group' to website to enforce trust (particularly for advice) aspect ?Increase trust aspect when talking about employment law topics/adviceCurrent Customers & Prospects
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5WebsiteSwitching to BrightHRAddition of 'Switching to BrightHR' page onsiteEducate prospects on ease of switching - increase leadsProspects
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5WebsiteTestimonialsAdd testimonial to .com of franchise clientIncrease franchise opsCurrent Customers & Prospects
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5WebsiteFeefoIncorporate Feefo reviews on website?Increase engagement & trustProspects
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-ContentBrightHR videoTBCTBCProspects
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-SocialAll Nurture CampaignsCorresponding Facebook ads to engaged/not engaged audiences in nurture funnelsGenerate leadsProspects
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Affiliates/SEOHR news type website with backlinks to all Peninsula Group websitesProspects
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1WebsiteTrackingGA Goal for demo request completeed on PPC landing page--
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2WebsiteTrackingSalesforce import for AdWords implementation--
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WebsiteTrackingInstall gtag on site (AdWords & GA tag)--
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GDPR Campaign Page - countdown timer, blog articles, downloads, quiz--
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