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[July] Monthly Report and Planning Meeting
Agenda
July headline and executive summary
Person
Top Win
Top Metric
Top Risk
One thing I want discussed
James
Building out a winning framework for GEO optimised content.
AI templates for glossaries optimisation, and for helping me get blogs about 70% of the way there.
Large improvement in top 10 positions on Google (13% MoM). Shows that overall we are trending in the right direction (and in a pretty big way). We have just seen a big drop off in traffic due to user behaviour, but our SEO work has clearly performed well.
Big bet on GEO and there are a lot of unknowns. It’s a brand new marketing discipline, and there are some key challenges I need to figure out (such as measurement and refinement).
So far, experiments are going well.
Looking at ways to boost our leads by optimisng our speak to us landing page.
Since traffic is down, we need to squeeze out every bit of efficiency we can to make the most of the traffic we bring in.
Consider A/B testing new ideas?
Athena
Ad campaign optimisations improved overall performance across LI and Reddit.
Impressions: +144.2% in LI and +11.9% impressions in Reddit
Leads: +31.7% in LI and +75% in Reddit
# of MQL and SQLs seems to be declining, as do calculator and demo form fills. No new content coming up soon will potentially impact that.
Q3 and Q4 strategy for demand gen will heavily rely on in-person events.
Irina
Embrace of AI in the team
78% increase of deal size from May to July
We are making multiple shifts in focus for both James and Athena and putting new bets. It’s exciting but also risky
Speak to us is down 14% but Opportunities created is down 50%, which is concerning
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🗂️ 📊 Metrics
Strategic levers and attention seekers
July: Stop | Start | Continue
Person
What should we do more of
What should we continue as is
What should we stop altogether
James
AI optimising older articles. Would also benefit SEO.
Athena
Get the team more involved with Reddit. Untaped market of opportunity, lots of competitors present.
Experiment with more types of ad campaigns/objectives on Reddit.
Irina
Use AI to help us with effectiveness, building coached in the LLMs
webinars max once a quarter
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Decisions based on 👆🏻
Forward thinking
July: Bets | Launches | Experiments
Person
Fresh bets
Key launches
Experiments & pilots
Goals
James
Landing page/email
Trying out a new tool called acme.bot. Setting up agents on ChatGPT (5 now out). Trying out Deep agent.
Athena
Irina
Email improvement
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CEO Input
July: Questions | Decisions | Shifts
Person
Questions
Decisions needed
Shifts
James
Athena
Irina
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