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[June] Monthly Report and Planning Meeting

Agenda

Headline and executive summary
Performance deep dive - scorecard - to be moved to Sheets
Strategic levers & what needs attention
Forward planning
CEO Input
Wrap up

Headline and executive summary
Person
Top Win
Top Metric
Top Risk
One thing I want discussed
Backlink building campaign has gone very well. This is one of the most important factors for both SEO and GEO (AEO).
Domain Authority increase of 2 (50-52). This is a very difficult metric to improve.
Misalignment on eBook - scope creep, etc.
Where to focus time. What are prios moving forward.
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.
The average deal size is increasing
28% higher deal size
Top of funnel leads not engaged and converted
Align our Asana plan for the rest of the year w/ Dee’s GTM plan
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🗂️ 📊 Metrics


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Open link
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Strategic levers and attention seekers

Stop | Start | Continue
Person
What should we do more of
What should we continue as is
What should we stop altogether
AEO and GEO.
Pick up TL campaigns again.
Consider doing less informational content (impressions are way up but CTR is down).
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.
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LLM optimisation Audience building+nurturing
IRL events
Content leads generated from ads
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Decisions based on 👆🏻

Budget relocation
Campaign adjustments
Cross-functional asks
Other

Forward thinking

Bets | Launches | Experiments
Person
Fresh bets
Key launches
Experiments & pilots
Goals
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CEO Input

Questions | Decisions | Shifts
Person
Questions
Decisions needed
Shifts
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Experiment evaluation??? assumptions vs reality??? what did we learn from certain aspects

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