2019 Marketing & Sales Report 

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Leads + MQLs

NOTES:

• Leads are moving to MQL

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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

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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)

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Blueprint

Notes:

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

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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.

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Outlook for 2019

Benchmark for 2019 Established

Unified system

Conferences

IRA and Partner Program