Quarterly Business Reviews - QBR

Regular Reports to keep you on the right track

Have regular Quarterly Business Reviews made by an external, independent, very experienced partner to check the pulse of your email marketing and automation growth and define improvements.

Quarterly Business Reviews - QBRs

HAVE MORE INSIGHT. FOR LESS.

You might find it similar to the Email Marketing Audit or Marketing Automation Audit product. Still, the main difference is that while the previous ones are a complete scan of your present status and what you can do to solve it, this Quarterly Business Review – QBR has a more Agile approach in a sense.

It’s like a regular checkup control to see what you have done so far and its effects, with a new set of next steps to follow.

This way, you have a 3-month sprint to change what you need to change and see some results before starting your next sprint.

QBR Checklist

Checklist Analysis and Data Collection

Every quarter, we’ll scan your data and tools to see the improvements made during that period and compare it with the previous one.

You’ll see the variation between the previous quarter and the same period last year.

Everything will be checked and placed in a screenable report to facilitate your subsequent actions from your list health to performance or technical requirements.

Main Email Marketing and Automation Groups

Below is a short explanation with a better scope at each leading group of criteria addressed each quarter.

  • Compiled graphs and sums of all the quarter results, compared with the previous one and the same period last year;
  • Analysis of the evolution, using data analysis and describing reasons for disparities;
  • Find best performance campaigns and worse performance to detect insights;
  • Suggest improvements and next steps.

 

  • Compare new subscribers vs unsubscribes;
  • Analyse bounces and ESP (Email Service Providers) blocks;
  • Check inactive and procedures for re-engagement campaigns;
  • Suggest improvements and next steps.
  • Compiled graphs and sums of all the quarter results, compared with the previous one and the same period last year;
  • Analysis of the evolution, using data analysis and describing reasons for disparities;
  • Find best performance flows and worse performance to detect insights;
  • Context verification;
  • Suggest improvements and next steps.

 

  • Depending on the platforms you use, which features you should activate or not according to your goals;
  • Results you’re getting from each channel and tactic against previous periods;
  • Opportunity finder;
  • Suggest improvements and next steps.
  • A list with every new step or tactic by priority according to the expected impact in your bottom line;
  • A clear roadmap of all quarters for a medium-long term perspective view.

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Quarterly Business Review - QBR

Have regular Quarterly Business Reviews made by an external, independent, very experienced partner to check the pulse of your email marketing and automation growth and define improvements.

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GET MORE KNOWLEDGE. FOR LESS.

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