A Guide to Mastering Your End-of-Year Marketing Review with LeadAR

The year has just ended, and it’s crucial to review your marketing performance and prepare for the start of successful new year. In this blog, we’ll break down essential strategies from the recent Lead AR webinar on cleaning up your email templates, automations, and dashboards for optimal results in 2025. To watch the full length webinar, click here. Below are our recommendations for getting starting.

📩 1. Review Email Campaign Performance

What To Do:

• Audit Past Email Performance: Analyze the success of past campaigns by checking open rates, click rates, and delivery statistics.
• Identify Winning Campaigns: Examine high-performing campaigns. What made them successful? (Timing, design, or the offer?)
• Leverage Insights: Clone successful templates and modify them slightly for the new year.

Pro Tip: Compare performance against industry benchmarks and use data-driven strategies to improve your results.

📊 2. Analyze Dashboard Metrics

What To Check:

• Automations & Conversion Rates: Ensure automations, such as abandoned booking pipelines, are actively improving conversion rates.
• Track Unsubscribes: Monitor unsubscribe rates and reflect on messaging frequency.
• Key Metrics to Track:
  • Abandoned online bookings
  • Open rates and click-through rates
  • Call conversion and call duration metrics

Optimization Tip: Adjust follow-up frequency if unsubscribe rates are high. Test different timing strategies.

🔄 3. Clean Up Automations and Tags

What To Consider:

• Importance of Tags: Ensure that tags match services accurately. For example, “Disport” should be correctly tagged as “Disport Patient.”
• Steps to Clean Tags:
  1. Identify contacts with incorrect or outdated tags.
  2. Update tags to match current service names.
  3. Remove old or inactive tags.
• Automation Consistency: Automations only trigger from the date they are turned on. Double-check that all contacts are being nurtured correctly.

📞 4. Improve Call Reporting and Tracking

How To Do It:

• Monitor Call Metrics: Review call duration, missed calls, and call outcomes.
• Optimize Call Efficiency: If calls are too long or missed frequently, consider team expansion or streamlined call handling processes.

🧑‍💻 5. Conduct a Tag Audit for Better Automation Flow

Where To Focus:

• Tag Consistency: Ensure tags align with your current inventory. Mismatched tags can break automations.
• New Services: If adding new services, ensure corresponding automations and follow-ups are in place.
• Professional Help: Lead AR offers a professional tag audit service for $199 to ensure your system is fully optimized.

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🎯 Now, You Can Prepare for a Data-Driven 2025!

By reviewing your performance metrics, optimizing automations, and ensuring tag accuracy, you’ll set yourself up for a more successful and efficient marketing strategy in the coming year. Taking the time to not only evaluate your performance but understand the results and adjust accordingly is the key to maximizing your marketing efforts in 2025!