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      How to Create a Weekly Marketing Report

      Every Monday, our President, TJ uses a weekly Marketing Report to go over data on his morning meeting. This guide will help you create this.

      Step 1: Gather Spend

      • Open Monthly Marketing Results
        • Insert lines to duplicate the format from the previous week’s data
      • Should look like this:
      • Copy the format from the previous week
      • Open Facebook Ads Manager
        • Set Date to current MTD
        • Gather Spend
          • Do this for all Webinars
        • Gather Leads
          • Do this for all Webinars
      • Open Google Ads Manager
        • Set date to current MTD
        • Gather Spend
      • Open Emotive
        • Set date to current MTD
        • Get Spend
      • Open Trial Sales Attribution Tracking Sheet
        • Make sure this has been updated from Breno’s report
        • Make sure all test orders and SDR sales are filtered out
      • Reach out to Michael for Affiliate Spend amount
        • He will also provide the sales for Affiliate

      Step 2: Gather Sales

      • Use the Sales Attribution Tracking Sheet to gather sales numbers for each webinar
        • Double check the total by highlighting all sales on the sheet and using the count to get the final sales total.
        • Put all other sales on the all other sales line
          • This will include google sales, TW Sales and all other one-off sales not mentioned as a webinar sale.
      • Make sure the cost per lead and cost per sale is calculated correctly

      Step 3: Report the Data

      • Open Marketing Weekly Report
      • Duplicate the top slide and update the date for the current month to date
      • Clear previous data from the slide
      • Should look like this
      • Open Monthly Marketing Results sheet
        • Copy the table to the slide
      • Should look like this:
      • Input Totals on the right side
      • Input Projections on the right side
      • Add disclaimer to note how many SDR sales were not included in the totals
      • Send Slide to TJ and Charles before 9am Mondays

      Step 4: Monthly Wrap Up