Welcome to Step 11. Want to jump back to our full 11 step Business Growth process?
Reporting isn’t just about a sheet of numbers, well in HubSpot it looks a lot nicer than that. You’ll get graphics and visuals, it’s about focusing on visits, leads, and customers then telling you the story of how that process is working. Typically, we’ll pick an important win and walk you through the story of how it happened. This helps to visualise how our Inbound approach to business growth is helping to achieve your goals. Here’s a good example of putting success into a story.
We take a continuous improvement approach to growing your business. We follow the agile approach of 1) theory, 2) action, 3) outcome, 4) learn…
By implementing the HubSpot Growth Stack, and as a HubSpot Certified Partner, you’ll never need to create manual reports in Excel ever again. We’ll use HubSpot CRM, Marketing, Sales, and Website to create live reports and dashboards so it’s easy for you and your team to monitor, track, and grow your company.
It’s important to use reporting in the right way for your company so we first decide what needs monitoring so it can then be reviewed and improved:
Having a reason to report enables us to setup dashboards that help you day to day and with your business growth goals. Before setting up your dashboards we’ll ask you, and others than need reporting, to complete a questionnaire so we know:
This is an open ended part of our process as the areas we improve are based on what we find and agree during our reviews. We also take an agile approach to your business growth so improvements might be recommended to your social media activity, blogging, CTAs, landing pages, lead nurturing workflows, and email marketing. Or, we might be looking closer at improving documented processes such as the sales and marketing SLA, or the Sales process and playbook. We might also be prescribing the right coaching to help your sales team with social selling, proactive prospecting, connect calls, exploratory meetings, demos, and closing.
Before each meeting, we’ll share an agenda as this helps to make the time efficient. We’ll also refer to the central documents we setup during the onboarding process such as the central ‘Actions’ document and the ‘Ideas’ note in Google Keep. We typically hold these regular catch-ups:
A time to review tactical activity, project progress, actions from the current week and the week ahead. These reduce over time as we get comfortable working together so allow for more time on activity and less time in meetings.
Once a month we switch from our weekly ‘tactical’ catch-up to ROI reporting and reviews of sales and marketing performance. We’ll work through the live reporting dashboards in HubSpot.
Once every 3 months we switch from our monthly ‘ROI’ reporting to a strategy reviews. This is to look deeper at business growth performance. We’ll go through our Account review process to: