Do you know the long-term value of your customers? Use our lifetime value (LTV) spreadsheet to calculate and estimate the future value of your customers and set more realistic investment levels for marketing budgets in customer acquisition programmes.…
How will these examples help me and my business?
In our digital marketing toolkit we created a series of short templates in Powerpoint and Word to help create and communicate digital marketing plans. This is one of our most used series of templates.
Some (agencies and consultants working with small and medium businesses) asked us for even shorter summaries AND an example. We, therefore, produced a one-page summary so everything is one page and a separate example of a fictitious company.
Who is the template for?
We’ve designed these example marketing plans to be as flexible as possible, so it can be applied for different types of businesses and roles including:
Company directors and marketing managers
Digital marketing managers
Agencies and consultants
…
How will this spreadsheet help me and my business?
Research shows that behavioural email marketing is a powerful technique to automatically follow-up online customer actions to help increase conversion to sale at a low cost. However, the technique is still used by relatively few companies. One barrier to setting up these event-triggered email sequences is the time it takes to specify the sequences if behavioural email marketing is a new approach to the company or agency.
This spreadsheet is a template for marketers to create a messaging sequence that supports their business for the range of potential behavioural or event-triggered campaigns including:
Welcome sequence for a new subscriber or lead to an email list
Welcome sequence for new customer (onboarding)
Reactivation of customers or subscribers who lose engagement
Abandoned shopping cart follow-up emails
Shoppers browse or search on a site but don't buy follow-up
Time to repurchase or replenishment emails
What…
How will this checklist help me and my business?
The first step in any successful strategy is to audit your current activities against best practices. By looking at a full list of activities, and how they should be carried out, you can score yourself from 'market leader' down through to 'improvements needed'. After all, you can't create a plan to improve if you don't know how well you're doing right now.
This SEO strategy audit checklist gives you a comprehensive list of activities to grade your organization against. You can set tasks as priorities and designate responsible workers inside your company against them so, once completed, you have a full list of further actions that your team can work from. By completing this checklist every three/six months, you'll be able to measure how your SEO efforts have improved and prove return on investment for multiple areas of work from your…
How will this email marketing audit help me and my business?
It's hard to plan a route from A to B if you don't know where you are or even where you need to be. Improving your email marketing is a constant process of examination and optimization, which means regular audits are essential. By regularly benchmarking your capabilities, making improvements to your next campaigns, then reassessing your skills, you'll see how elements of your email marketing strengthen over time.
The aim of this audit is to provide a fast and systematic method of evaluating the use of email marketing communications and marketing automation within a company. Our email marketing audit is easy to complete, gives you comprehensive criteria to assess your skills against, and provides all the key activities that need to be considered within your email marketing strategy, broken down into six categories:
Objectives and Value
Evaluation
Email Communications…
How will this digital marketing strategy audit help me and my business?
Do you want to know where you most need to improve your digital marketing? With so many great opportunities for deploying digital marketing, it can be difficult to know which to prioritize. In larger businesses, you will need to justify your plans to colleagues by showing clear priorities.
Start your journey to improve your digital marketing here by reviewing your activities against best practices defined in the Smart Insights RACE Planning system.
To use the spreadsheet, simply answer the questions about your digital marketing effectiveness or score your digital capability on a scale of 1 to 5 using the drop-down selection of options and a Radar diagram will be automatically created to summarize areas needing improvement.
Dr. Dave Chaffey originally developed this spreadsheet when consulting to audit clients' websites and digital communications against best practices using analytics and also collaboratively…
How will this Google Analytics e-commerce template help me and my business?
Google Analytics is a powerful tool, but you need a data-driven mindset to go beyond a simple review of trends in sales figures to identify techniques to increase revenue. A marketer or consultant needs to know the right sequence of questions to ask to improve sales, and where to find the answers...
This auditing template acts as your structured guide based on an approach used by two expert users of Google Analytics who have defined processes for reviewing all the opportunities to increase sales and making recommendations on where to prioritize.
We designed this template to help give companies a structured approach to apply Google Analytics to identify ways to increase sales for e-commerce sites. It was mainly created for use on retail sites, but it can be applied in other sectors too with a transactional site including financial…
How will this Google Analytics 4 health check audit template help me and my business?
Many companies have Google Analytics Javascript tags set up to track visitors to their websites, but in our experience, Analytics is often not set up adequately.
To get the most from Analytics - so you can adopt a data-driven approach to review and improve your digital marketing activity - it should be customized to your business. Customization is needed to set up Analytics features like key events (goals), funnels, and custom dimensions to help the business regularly review and improve its online marketing. Plus insight available from benchmarking reports, demographics and Google Signals may be missed if you don't know what options are available.
Since Google Analytics 4 (GA4) became the default method for data collection and reporting in July 2023, Google has added customization options that you may have missed - use…
How will this social media marketing template help me and my business?
This workbook will help you and your business to:
Create a strategy to prioritize your social media marketing activities to support business aims
Define measures and KPIs to help manage your digital marketing
Review the best tools to analyze and manage your social media marketing
Review and decide on the practical changes you need to make to your social media communications to improve results
Who is this guide for?
Social media managers and those without (or with a small) social media presence.…
How will this conversion spreadsheet help me and my business?
This spreadsheet includes a worksheet for startup businesses to develop their revenue model based on Cost-per-click (CPC, cost-per-thousand (CPM) or affiliate advertising models and it can be applied to Ecommerce, B2B lead generation and media sites.
It also has three other worksheets for calculating the increase in leads and sales you can get from investing in conversion rate optimization (AB testing) and other digital initiatives.
The spreadsheet shows you how to:
Forecast leads, sales and profit to create business plans for startups
Forecast predicted target leads and sales to make the business case for investment in digital for existing businesses
Automatically calculate expected returns for best and worst case scenarios
…
