Pro Tips
How can I get the absolute most out of Revup?
Aaron Branson
Last Update 9 maanden geleden
There are several ways to get value out of Revup depending on your priorities and maturity of the organization. It typically boils down to three distinct levels:
- Marketing Budget
Management: Usually, the easiest place to start by defining your overall budget, allocating it with budget items, and tracking expenses against them. - Marketing Performance Management: Have well-defined OKRs? You can create Objectives and measurable Key Results, assigning Targets to campaign budget items, and tracking Actuals as you go.
- Marketing ROI: Ready to assign financial value to OKRs? Some of these are simply funnel-based calculations, others involve seeking agreement w/ CEO on “equivalent financial value”. This third layer brings it all together.
Crawl. Walk. Run.
Many marketing leaders find it most productive to tackle one level at a time allowing them to get acclimated, level up their organization's maturity, and get quick wins along the way.
Your First Marketing Plan
When building out your marketing plan, think of it as building from the bottom-up in the Revup navigation.
- Playbook: The natural place to start is to first populate your Playbook. This is your marketing strategy for the plan period. This keeps your strategy front-and-center and will get you in the flow for the next steps.
- Funnels: Quantify your sales- and revenue-oriented goals. These are your first "objectives".
- Objectives: Round out your OKRs by defining any that may not be easily or directly related to revenue.
- Budget: Begin allocating your marketing budget into planned Budget Items (Campaigns, Overhead, Talent). Of course, on the onset of the year, you won't have every item defined so you can start with high-level items as placeholders that are replaced over time. For example, "Event Marketing" as a Budget Item over the course of the year will be replaced with specific events, conferences, and other similar campaigns.
- Expenses: Delegate budget items to your team, and also the related expense management. This information is critical as you can't measure ROI without knowing the "I".
- Dashboards: Once the year is off-and-running, the Dashboards will be your first look at the health of your plan and budget: how things are going and analyzing what's working, what's not, what's spent, what's left, and share reports accordingly.