Nov 23: The formula for a smooth year-end, a free performance dashboard, and more 🚀
Newsletter • January 24, 2024 • Meghan Krause
Make the Most of Q4 to Boost Your Year-End
Last month kicked off Q4 and the mad dash to year-end that goes with it. We put together our top Q4 to-dos to help you get ahead, finish the year strong and keep headaches at bay. Do:
✓ Forecast the rest of the year
✓ Mock a year-end performance review (check out our free template below)
✓ Catch up on outstanding audits
✓ Start your 2024 objectives
✓ Plan for the holidays
Boost Your Decision Making in Just 10 Minutes
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EXCLUSIVE RESOURCEInteractive DashboardDid you know data-driven orgs are three times more likely to report significant improvements in decision-making? Even better, we've done all the heavy lifting for you. Get instant access to a pre-built, interactive dashboard to start making more profitable decisions today. |
Recently Asked Questions
How do I know what marketing strategies are working so I can repeat and improve on them?
Marketing effectiveness is one of the trickiest to measure since there are a lot of touchpoints and (usually) a lot of different apps involved. Start simple and grow over time:
Short Term
Ease in by mapping out the journey of successful sales. Look for which email campaigns, ads, collateral, etc. they interacted with. Repeat for multiple sales and look for patterns that moved prospects down the funnel and led to revenue.
Long Term
Use your CRM to help bring the information together from different tools. Hubspot, for example, integrates with other tools like Wordpress, Mailchimp, Eventbrite and ad platforms. Once you have everything in one place, you can use in-app reporting tools or extract the info and create your own reports to compare everything at once.
If you have questions or want to learn more, we love sharing our expertise.
If you have questions or want to learn more, we love sharing our expertise. |
Resources
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Stop Segmenting by Demographics Grow revenue and make life easier with these tips to better understand and predict your customers' behavior. |
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Create New Product Value from Data & Digital Learn how to increase your value proposition and create new revenue opportunities with digital. |
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We help leaders make easier, more confident decisions.
Meghan Krause
Meghan is our resident data enthusiast who thrives on untangling and solving the toughest puzzles. With expertise in business, technology, and education, Meghan possesses a unique ability to bring clarity to complex problems, create practical solutions, and drive results that matter. She genuinely loves what she does and that energy is contagious. Beyond the world of crunching numbers, Meghan finds solace in the outdoors, enjoying playtime with her dog, and spending time with her family. Her unique blend of expertise and approachability makes navigating the data landscape not just informative but an engaging journey.