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2018 Marketing and Sales Report

2018 Marketing & Sales Report 

What’s New for 2018

 

Blueprint

  • Revised App (rate/learn/design)

  • New Proposal Design

Content Marketing

  • Resource center (blog)

  • Email

  • Social media

  • SEO

  • Books

Denom./Assoc.

  • AMEZ

  • TFAC

  • Berean

  • BMA

  • HBI

 

Hubspot

  • Automation

  • Lead capture

  • Social media

  • Tracking

  • Pipelines

Pipelines

  • Sales

  • Denominations/Associations

  • IRA

  • Rollovers

  • Heartbeat

  • Local Initiative

  • Partner Program

Partner Program

  • Flyer & Website poweredbyenvoy.squarespace.com

  • KA Contacts (Hubspot)

  • 113 Leads, 14 Qualified Leads, and 1 Active Rep

  • Pipeline (Hubspot)

  • Funnel Automation (Hubspot)

Leads + MQLs

NOTES:

  • Leads are moving to MQL

Email Performance

Open Rate

24-30%

Industry Ave 21%

Click Rate

Ave 3% | High 9%

Industry Ave 2.5%

NOTES:

  • Email Stats are Above Industry Averages

Web Stats

 

SEO

Church Retirement Plans
Google Page 1 (#6)

Ministers Housing Allowance
Google Page 1 (#9)

Forms

Rollover 7%
Blueprint 15%

Website

108 Ave Visits Daily

Estimated 20% New

Pop-ups

1%

28% new leads

Top Pages

(over 300 visits)

Home Page – 47,976
Contact Us – 1,298
Rollover Request – 1,291
Activate – 1,072
Blueprint – 1,046
Housing Allowance – 1,042
Resources – 1022
About – 886
Advisory – 596
Careers – 561
Expenses – 310

NOTES:

  • Our SEO Approach is working

  • Rollovers show untapped potential

    • Over $1.2 Million since Sept 2018

    • Almost 1,300 page visits this year but on 7% conversion rate

  • We need to work on the Blueprint conversion rate

  • Too many people are going to the contact page (i.e., we should have that information easier to access)

  • Housing Allowance continues to be a hot topic

  • Resource page is unexpectedly more popular than expected

  • Why have we had over 500 people look at the careers page?

  • We should look at improving the About, Advisory, and Expenses pages because of traffic volume

  • Jan, Apr, July, and Oct are peak months for web traffic (assume this is when people get quarterly statements)

Blueprint

Notes:

  • 27% of deals are won (up 2% from 2017)

Deals

 

Deals vs Goal

 

Deal Pipeline (dollar amount)

Deal Pipeline (number of deals)

  

Deal Source (dollar amount)

Deal Source (number of deals)

Notes:

  • BMA helped us meet our 2018 Goal

  • Envoy contacts is by far the best source of plans and assets with referrals and partners next.

Outlook for 2019

Benchmark for 2019 Established

Unified system

Conferences

IRA and Partner Program