Creating a successful digital campaign designed to deliver desired business results takes time and expertise—not to mention a great deal of work! It makes sense to present a recap during the campaign—to make sure it is on track—and after the campaign, to get credit for a job well done.
The best way to do this is to create a campaign recap and present this to the customer. This process allows sellers to get the credit they deserve for a job well done as well as open the door to the next sales opportunity with a satisfied customer.
Some organizations struggle with developing effective campaign recaps because of the following:
As you create a recap, look for ways to translate the data into plain English. Simply sending along a bunch of data is not the most effective way to communicate all the important information to prove the successes seen from your direction.
A campaign recap should provide the play-by-play portion (all the numbers, or the what), but also add the color commentary, so clients understand why the numbers are important.
Here’s a template to use to communicate all the critical information related to campaign execution and delivering desired business results.
If your organization already has a format in place for recaps, it’s a good idea to confirm that you are addressing all of these areas. Feel free to tweak your format accordingly to get the credit you deserve for selling successful digital campaigns.
*Editor's Note: Ths blog was originally published in 2020 and has since been updated.