In this episode of In-Ear Insights, Katie and Chris discuss quarterly review and planning. When you do your quarterly review of marketing metrics, what do you look at? How do you strategize? What insights do you glean? As mentioned in the show, this week’s episode comes with two visuals so you can follow along with the review. Enjoy!

The customer journey map:

The most valuable pages map:

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Machine-Generated Transcript

What follows is an AI-generated transcript. The transcript may contain errors and is not a substitute for listening to the episode.

Christopher Penn

In this week’s in your insights Happy New Year or Happy new fiscal year, I should say it is, as we record this the beginning of July. So for a lot of larger enterprises to have an offset fiscal year, it is literally Happy New Year. And for everybody else, it is beginning and end of quarter. And we typically take a look backwards to see what has happened over the past quarter and start making our quarterly plans for what we’re going to do ahead. So, Katie, Happy New Year, Happy New Year. What are you looking at? What are what are we looking at? And what should folks listening, be looking at when it comes to end of quarter review? and planning ahead for the quarter ahead?

Katie Robbert

Well, so you know, the end of q2 is I feel like it’s treated a little bit differently than the end of other quarter. So obviously, at the end of the quarter, you want to know, did you make your goals? Did you reach your KPIs? Did you bring in all the sales, you said you were going to, but the end of q2 means it’s that how year mark, so it’s six months in six months to go. And so I think this is the time when you start scrutinizing things with even a finer tooth comb than you have been. And so you might revisit everything. So you’re revisiting the strategy that you put together at the beginning of the year, you might even throw it out and ditch it and start over. But at a very tactical level. as marketers, you should be looking at things like conversions, you should be looking at how well your content is performing, you should be looking at your customer journey map. So things that are pushing you towards your goal, things that are working, what’s underperforming? What’s over performing, where do we need to double down for the rest of the year? What do people want in the second half of the year. And so again, we’re in sort of that unique time, because July in the United States is smack in the middle of summer. And so for a lot of people, that means you know, their kids are home or they’re on vacation. And so the way in which they’re working and consuming information has also changed and it will change for the rest of the year. Because this is one we’re now thinking about the holidays and the end of the year, which is strange, because it literally is July 1. So I think that it’s it’