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Make your remote monthly marketing metrics meetings better

Monthly marketing metrics meetings are helpful for keeping your team informed of how effective your marketing efforts are whether they're website visitor metrics, funnel and sales handoff conversion rates, email and database effectiveness, share of voice, channel pipeline, and more.

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Top 7 tips to make your remote monthly marketing metrics meeting successful

  1. Prepare an agenda to give everyone an overview of what you’re going to talk about – and keep yourself on topic!
  2. Invite everyone ahead of time. Make sure to include a link to where the meeting is taking place. Have a recurring meeting? Make sure you’ve got a room for each session.
  3. Get everything ready ahead of time. Make sure you’ve got any reports, tabs, and URLs ready to go. Don’t wing it!
  4. Do the analysis. Use your expertise to translate the metrics into what matters in the broader sense. Except in a few specific cases, a number isn’t going to tell the whole story.
  5. Tell them what you’re going to tell them. At the beginning of the meeting, give a high-level overview to let people know what you’re going to cover.
  6. Touch on how the metrics are informing your way forward. Even if everything is going well, there’s always a way to improve.
  7. Send out a recap after the meeting so everyone understands next steps and can refer to the learnings after the meeting is over.

Monthly Marketing Metrics Meeting Sample Agenda

Agendas are a great way to keep everyone on the same page. Here’s a sample Marketing Metrics Meeting agenda.

  • Agenda. Go over what’s going to be covered in the meeting. This can help
  • 30,000 foot overview. Give a high level overview of what went well and what didn’t go well.
  • Dive deep. Spend some time diving into your metrics. Pull out anything interesting, talk about trends in a larger context, and
  • What’s next? What are you going to do with these learnings? What other efforts are on the horizon that may affect things?

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