What do you recommend clients use to track marketing?

Dexx · 07-27-2011, 12:12 AM

Hey gang,

Just curious what you all use (and recommend your clients use) when it comes to tracking the results of marketing efforts.

I'm thinking of recommending an Excel sheet (since thats what I use), but wonder if that might be too "technical" for some clients?

I considered just putting together a Microsoft Word document they could fill in, but ideally it would be a tracking solution that is easily sortable my most effective efforts etc.

I'm leaning towards just doing Excel and spending time explaining how to use it with them...but does anyone use any other tracking solutions?

Cam Connor · 07-27-2011, 12:57 AM

Quote:

Originally Posted by Dexx

Hey gang,

Just curious what you all use (and recommend your clients use) when it comes to tracking the results of marketing efforts.

I'm thinking of recommending an Excel sheet (since thats what I use), but wonder if that might be too "technical" for some clients?

I considered just putting together a Microsoft Word document they could fill in, but ideally it would be a tracking solution that is easily sortable my most effective efforts etc.

I'm leaning towards just doing Excel and spending time explaining how to use it with them...but does anyone use any other tracking solutions?

This isn't really a Copywriting related question, but I would use or recommend Prosper202.

Pusateri · 07-27-2011, 01:02 AM

It's doesn't matter what you use, as long as you use something. Compliance is key. The right solution is the one your client will actually keep up with.

A couple of times in the past I've set up fancy spreadsheets, but I always gravitate back to an eight or twelve column ledger book. Something about writing results by hand just appeals to me.

Full disclosure: I'm old.

Marian Berghes · 07-29-2011, 08:02 AM

I guess you could use something like Infusionsoft combined with a finance tracking app like Indinero.

Edit: After taking a closer look at Infusionsoft it seems that you can track pretty much everything with it, when it comes to sales, clicks, responses etc...

It depends on what exactly you want to track and how big are your marketing campaigns.

Btw...mind sharing a copy of your spreadsheet(blank )?, just curios to see how you track your business in Excel.

07-27-2011, 12:12 AM	#1
Dexx Offline Consultant War Room Member Join Date: Jul 2007 Location: Alberta, Canada Posts: 1,900 Thanks: 612 Thanked 613 Times in 318 Posts Social Networking	What do you recommend clients use to track marketing? Hey gang, Just curious what you all use (and recommend your clients use) when it comes to tracking the results of marketing efforts. I'm thinking of recommending an Excel sheet (since thats what I use), but wonder if that might be too "technical" for some clients? I considered just putting together a Microsoft Word document they could fill in, but ideally it would be a tracking solution that is easily sortable my most effective efforts etc. I'm leaning towards just doing Excel and spending time explaining how to use it with them...but does anyone use any other tracking solutions?
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07-27-2011, 01:02 AM	#3
Pusateri Words Rule the World War Room Member Join Date: Dec 2010 Location: South Texas Coast Posts: 342 Thanks: 314 Thanked 282 Times in 141 Posts	Re: What do you recommend clients use to track marketing? It's doesn't matter what you use, as long as you use something. Compliance is key. The right solution is the one your client will actually keep up with. A couple of times in the past I've set up fancy spreadsheets, but I always gravitate back to an eight or twelve column ledger book. Something about writing results by hand just appeals to me. Full disclosure: I'm old.

07-29-2011, 08:02 AM	#4
Marian Berghes Advanced Warrior Join Date: Aug 2008 Location: Romania Posts: 815 Thanks: 124 Thanked 105 Times in 68 Posts Social Networking Contact Info	Re: What do you recommend clients use to track marketing? I guess you could use something like Infusionsoft combined with a finance tracking app like Indinero. Edit: After taking a closer look at Infusionsoft it seems that you can track pretty much everything with it, when it comes to sales, clicks, responses etc... It depends on what exactly you want to track and how big are your marketing campaigns. Btw...mind sharing a copy of your spreadsheet(blank )?, just curios to see how you track your business in Excel.
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