Boulevard R Platform Analytics-- ROI Report for Insurance Brokerage LLC

This report tracks, measures and helps calculate your marketing return on investment (ROI) based on the results of your different marketing campaigns running on the Boulevard R platform.

June 1st, 2010 – July 15th, 2010

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Table of Contents Report Summary.........................................................Page 3 Get a high-level view of the conversion rates for your different campaigns, as well as key metrics on your online activity.

Campaign 1: Email......................................................Page 5 Get a detailed view on key metrics for Old prospects from the last 6 months email campaign.

Campaign 2: Direct Mail...........................................Page 11 See how your direct mail campaign fared, with metrics covering sign ups and calls to your campaign's unique toll-free number.

Online Metrics...........................................................Page 13 View high-level and very detailed data on visits to your Boulevard R profile, including contact form submissions, tollfree calls to a number unique to your profile, sign ups, etc. How You Can Do Better............................................Page 20 Get some ideas on how you can drive even more business by leveraging Boulevard R's software with affiliated services

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Report Summary Here are the key metrics for your campaigns and online profile between June 1st, 2010 and July 15th, 2010:

Campaign 1: Email
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13 sign ups 8.0% conversion rate on your list 7 sign ups 2.6 % conversion rate on your list 2 sign ups 1 direct contact form submitted 16 visitors to your profile

Campaign 2: Direct Mail
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Online
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Email (13) Direct Mail (7) Online (2)

Phone Calls: Received from the following sources

Email (2) Direct Mail (5) Online (3)

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Dashboard Log Ins Between June 1st, 2010 and July 15th, 2010 your contacts have logged into their online Dashboard 17 times. If a contact logged in multiple times, the number of times is noted in parenthesis. Here are the names of those who logged in:
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Adam Moore, Acct #2394 (logged in 2 times) Amanda, Acct # 2456 John Clark, Acct #2588 (logged in 3 times) Larry Mitchell, Acct #2598 (logged in 2 times) Anne Quaid, Acct #2671 Molly Innes, Acct #2842 (logged in 5 times) Mark DeSotto, Acct #2876 benny, Acct #2969 Mark Tutle, Acct #3138 Gary Alt, Acct #3241 (logged in 3 times) meghan, Acct #3360 Jim Strom, Acct #3473 (logged in 2 times) Mary Parker, Acct #3691 (logged in 4 times) Suzanne King, Acct #3729

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Campaign 1: Email Report Details You named this email campaign: Old prospects from the last 6 months You had 13 of your campaign contacts get a Starter Roadmap. Here are your email campaign conversion rates for all three of the emails that were sent to your list of 163 contacts: 1. Initial email sent on 6/2/10 at 10:30am EDT: 3.7% 2. First reminder email sent on 6/9/10 at 10:30am EDT: 2.5% 3. Final reminder email sent on 6/16/10 at 10:30am EDT: 1.8% Campaign conversion rate: 8.0%

18 16 14 12 10 8 6 4 2 0 Initial Email Reminder Email #1 Reminder Email #2 Clicked on email activation link Started the interactive goals process Completed the interactive goals process and received a Starter Roadmap (Conversion Rate) Your Average Conversion Rate

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Key Metrics There were three emails sent on your behalf (branded for you) from Boulevard R. The following pages contain detailed information on the email campaign (please be aware that these data points are not entirely accurate, since not all email clients are set to view in HTML mode, which is what's required to measure accurately). To request access to a report, please email support@boulevardr.com with the report description. Also, please be aware that the timeline is measured using Eastern Time. 1. Your initial email, which included a unique activation link and a detailed description of the service, had the following results:

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2. Your first short reminder email, which was sent one week after the initial email and included the activation link, had the following results:

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3. Your final short reminder email, which was sent two weeks after the initial email and included the activation link, had the following results:

Contacts' Status For this campaign, here is a list of your contacts', organized by their present status:

Starter Roadmap Not Sent (contact started, but did not complete the interactive goals process)

Mark Conners mconners@sbcglobal.net

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Starter Roadmap Sent (no status assigned yet)

Sam Tully s.tully@gmail.com

Qualified: Consultation Requested

Mark Tutle mark_tutle@comcast.com (415) 245-9932; best to call in the evening Cynthia Foster fosterfamily@yahoo.com (510) 445-5569; best to call in the morning Jon Clark jc@eastman.com (415) 223-8992; best to call in the evening

Qualified: No Consultation Requested
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Ken Lawrence klaw@hotmail.com Larry Mitchell larr@mitchelllaw.com Suzanne King sking45@hotmail.com

Not Qualified: Consultation Requested
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Jeanette O'Grady ogrady.j@dol.gov Marci Labette marci@labette.org

Not Qualified: No Consultation Requested
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Harry Schier hs@imageconsultants.com Jenny Vogel j.vogel@att.net Anita Ruach anita.ruach@gmail.com

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Mike Podesta m_podesta3@yahoo.com

Toll-Free Calls There were 2 calls made to the toll-free number associated with this campaign. The calls were made from the following numbers:
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(415) 344-6790 on 6/8/10 (510) 993-6723 on 6/21/10

New Business Calculation Assign an approximate dollar value of new business, based on closed and anticipated revenues from products or services, generated by this campaign: $

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Campaign 2: Direct Mail Report Details You named this direct mail campaign: Mark's direct mail list The direct mail was sent to 265 contacts and as a result of the direct mail campaign, you had 7 people sign up.

3 2.5 2 1.5 1 0.5 0 Conversion Rates Your Campaign (2.6%) Your Average for Direct Mail (1.9%) Industry Average for Direct Mail (0.4%)

Your direct mail campaign had a conversion rate of: 2.6% Your average direct mail conversion rate is: 1.9% The average industry conversion rate for direct mail is: 0.3% Your new signups are: 1. Lars McNichols lmcnick@yahoo.com Date signed up:6/11/10 Status: Qualified: No Consultation Requested

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2. Anne Quaid Date signed up: 6/17/10 Status: Not Qualified: No Consultation Requested 3. Jim Strom Date signed up: 6/17/10 (408) 224-5693; best to call in the afternoon Status: Not Qualified: Consultation Requested 4. Jon Farrell Date signed up: 6/23/10 Status: Qualified: No Consultation Requested 5. Mary Parker Date signed up: 6/26/10 Status: Not Qualified: No Consultation Requested 6. Jason Dawson Date signed up: 7/2/10 Status: Qualified: No Consultation Requested 7. Molly Innes Date signed up: 7/12/10 (415) 455-6799; best to call in the evening Status: Qualified: Consultation Requested

Toll-Free Calls There were 5 calls made to the toll-free number associated with this campaign. The calls were made from the following numbers:
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(415) 494-0491 on 6/4/10 (415) 250-5569 on 6/13/10 (510) 556-3329 on 6/14/10 (510) 993-6723 on 6/21/10 (415) 549-3329 on 6/24/10

New Business Calculation Assign an approximate dollar value of new business, based on closed and anticipated revenues from products or services, generated by this campaign: $

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Online Metrics Outside of the campaigns that you ran, Boulevard R also works to help enhance and search-optimized your presence on the Internet. This is done through your search optimized profile through which people can easily contact you, as well as with customized website buttons, such as this one:

that you can place on any website in order to drive traffic to your (a) profile page (b) landing page or (c) directly into the interactive goals process. Key Metrics: Summary Between June 1st, 2010 and July 15th, 2010 you had:
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16 visitors to your Boulevard R profile, including 1 visit from the United Kingdom 5 visitors start the interactive goals process 2 visitors complete the interactive goals process and sign up for a Starter Roadmap

Mike L. Date signed up: 6/15/10 Status: Qualified: No Consultation Requested meghan Date signed up: 6/28/10 (408) 995-3686; best to call in the morning Status: Not Qualified: Consultation Requested

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1 online contact form submitted through your Boulevard R profile
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First Name: Jerry Last Name: Lyons Email: jerry.lyons@comcast.net What is the size of your current portfolio? $500,000-$999,999 Is there anything you would like to share? (optional) My wife and I are listening to a plethora of financial advisers that represent ML, Met Life, Fidelity et al. We would like to run our finances by an independent financial expert. Jeremiah

3 people call the toll-free number on your Boulevard R profile, from the following numbers
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(415) 445-9797 on 6/3/10 (510) 558-9922 on 6/19/10 (415) 994-4480 on 7/8/10

New Business Calculation Assign an approximate dollar value of new business, based on closed and anticipated revenues from products or services, generated by your online profile: $

Key Metrics: Detailed View The following pages show more detailed metrics on visits to your profile, including how long they visited for, where they came from and where they went.

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How You Can Do Better There are a several things your can do to help improve your overall performance to engage more prospects and/or clients.

Enhanced Search Engine Optimization Further search optimize your profile with a link-building campaign. To learn more, click here. Get Going with Social Media Develop a social media strategy. Consider talking with Stephanie at WiredAdvisor.com Increase Your Media Presence Create a PR strategy. Consider talking with Marie Swift at Impact Communications (tell her the folks at Boulevard R recommended her service and you'll get to skip to the head of the waiting list for their coaching services). Drive Traffic with Online Ads Consider running a Google Adwords campaign (search engine marketing where you place an online ad next to the organic search results) More Direct Mail Do more direct mailings. Consider using MailFinch.com and customizing Boulevard R's direct mail letter. Boost Email Communications Set up an email newsletter template with Boulevard R (part of the service included in a Performance or Firm plan) that is deeply integrated with our software Give Your Contacts a Reason to Refer You Educate clients and affiliates on your new service and follow the step by step process outlined in your Boulevard R marketing plan (if you didn't get a marketing plan and are signed up for the Performance or Firm plan, click here to spend 10 minutes completing the marketing plan survey so that we can create your complimentary marketing plan)

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