Elevate Marketing Research’s Post

Elevate is keeping up with the pace of this fast-moving world - check out the new interactive dashboard being offered. Insights in a DASH!

There are many reasons I love being a part of the Elevate team, and constant evaluation and innovation are definitely near the top of the list. Our new Dash makes multi-layered filtering for valuable and potentially complex insights so simple! We work hard to take the guess work out of marketing, and finding data-driven answers is now easier than ever for our amazing clients! Ready to put your "gut check" to the test? Don't rely on past performance or current trends to guide your future strategy. Go to where the puck is going to be, not to where it's at! Dash can show you the way...

**Exciting News** Consumer informed #marketingstrategy is now just a few clicks away with our new DASH! Things you can explore with this #DopeDash, directly feed from regional consumer feedback. And yes, I just made "dope dash" a hashtag, because why not!? 🤣 ❓ Brand Awareness 🤔 Advertising Recall 💵 Customer Purchase Journey 📻 Media Influence & Behavior 📊 Competitive SWOT 📺 Creative Resonance/Ad Testing ++ Lots of custom features! A big shout out to the inventors, designers, and thought leaders behind this innovative advancement in #datavisualization including but not limited to Seth Geiger, Tim Talley, Peter Lazaro, Robert Wendt, Sam Walton, Scott Wyman, Erica Schweitzer, and Emily Conklin! Who's ready to put our DASH to the test!?

Working on (or worrying about) your client's upcoming renewal? 🚨Check your TTFR🚨 Some teams spend more time formatting marketing results than thinking strategically about their client's options. 🤔 What's your typical "thinking to formatting ratio" or TTFR? I'm a fan of presenting ideas in a modern and professional format. However... Clients don't hire you to create PowerPoints. Clients hire you to be led.™ They want your advice and recommendations. PowerPoint (or whatever you use) is a tool to support a strategic conversation. As you play beat the clock in the Marketing process, don't lose sight of the big picture. Schedule time to review and think. It can be done in as little as 15 minutes. 1️⃣ What’s the meeting’s goal? 2️⃣ What’s our recommendation? #whatclientswant is a daily series on working smart in Q4. It's inspired by 13 tips my late dad wrote in his Franklin Day Planner 30 years ago. "See forest & trees (perspective)" That was the 8th tip on Dad's advice for serving clients and inspired today's reminder. 🔗 to the original post in the comments. #insurancebrokers #employeebenefits #benefits

I'm running my brand new marketing webinar again on Tuesday 23rd July at 11am. All about the marketing mistakes I keep seeing happen in small business... and how to fix 'em. It's free to attend. So if you're finding the marketing of your business too painful with not enough reward, come along 🤙 No 'Death by PowerPoint', no theory and no pitching 🕺 Link in comments. #marketingwebinar #smallbusinessgrowth

Your fund launch materials should complement and support one another. This makes it possible for your materials to be clear and concise, while also giving advisors all the information they need. A sense of cohesion also helps tell a more impactful story with your marketing. This brings us back to the fund launch playbook: your fact sheet, PowerPoint, and email template should all work together, each playing a specific role in telling your fund’s story. The Fact Sheet provides a high-level snapshot of your fund and key data points. The PowerPoint dives a bit deeper, offering a more comprehensive view while still remaining clear and digestible. The Email Template serves as the starting point for communication, introducing advisors to your fund and driving them to engage with the other materials. Together, these elements create a full, cohesive story. Advisors should be able to move seamlessly from the email to the fact sheet, to the PowerPoint, with each piece reinforcing the same narrative. This approach ensures that your message is clear and consistent across all platforms, helping to build trust and understanding. Reach out to Marketing Intent for support in your fund launch strategy! #CohesiveMarketing #FundLaunchPlaybook #ClientEngagement #MarketingIntent

Creating reports can be daunting with endless digital marketing metrics.  🌬️ ⚡Slidebeast transforms your web analytics and social media data into beautiful PowerPoint presentations in minutes. Connect your data source, choose a template, pick your metrics, and create your report. With 99% of the preparation time eliminated, you can focus more on analysis and insights. Slidebeast also offers customizable design, templates, unlimited workspaces for agencies, and editable PowerPoint format. Start your 14-day free trial today and see the difference! 🎉 www.slidebeast.com #DigitalMarketing #Analytics #Productivity #MarketingReports #Slidebeast

Evaluating agency performance is a must, but let’s face it—turning raw data into something actionable isn’t always easy. Without the right expertise, important insights can slip through the cracks, leaving marketers scrambling to make sense of it all. That’s where Agency Mania Solutions' Insight Reports comes in. As an add-on for our EvaluationDeliver™ platform, it analyzes your evaluation results, identifies key trends, and delivers actionable insights—organized in a PowerPoint format, ready for immediate use by your team. This service empowers your marketing team to make smarter decisions, enhance collaboration, and strengthen agency relationships! 📩 Request a detailed overview of the Insight Reports add-on at info@agencymania.com #AgencyManagement #MarketingEfficiency

It's almost time for EOY reporting, friends! By this point, we all know it's ineffective (and frustrating to your clients) to throw a bunch of numbers and statistics on a PowerPoint slide and call it a day. What's your North Star as you're creating client reports? Do you focus on demonstrating success? Telling a story of their yearly progress? Let us know below! #MarketingTips #ReportingTips #DigitalMarketing

Imagine this: next month or quarter, instead of scrambling with messy spreadsheets or dense dashboards that your C-suite shouldn't have to see, you simply open an editable template in Canva or Google Slides, plug in your stats, and voilà—you’ve got your report. Sounds too good to be true, right? Well, good news: we’ve made it happen for you thanks to our latest editable reporting template. (Not that this visual isn’t beautiful to look at, too, but we know you'll want to make it your own.) Want the file? Just drop a comment with ‘Skilljar template’, and we’ll send it your way 👇 Bonus: Our very own CE team uses this report, talk about a stamp of approval from Cutler Bleecker.