Archive for October, 2010
Clients force you to think and rethink how best to present ideas and knowledge and if they do their job correctly, they force you to be better than you were before you started to work with them. Some clients are better at this than others are, but invariably the consultant becomes the student in some form or another.
Typically, it is a function of preparing for what is presented to a client whether it is the results of a study, an educational how-to session, a seminar, or a webinar. In addition, the learning curve can be real-time requiring on the spot problem solving or going back to research an answer.
Recently, I had the pleasure of working with a client who asked for help with his company’s social media marketing strategy. We outlined an overall strategy based on what the CEO and the COO wanted to achieve. What we quickly discovered was the need to begin with some very basic building blocks. Then we took a step back, rolled up our sleeves, and started putting specific tactical components in place.
One of the first items on the list was to set up LinkedIn accounts. Well to be truthful each had an account, but that was about it. To say both profiles were anemic would, quite honestly be kind. Hey, that’s why they asked for help and the more help a client needs the more the consultant learns – it’s all good!
We started with two basic changes. First, we had to find a good quality head shot or shoulders up shot to upload to each profile. If you have an account, but you don’t have a photo uploaded, STOP right now – GO find or take a good quality photo [it is nice, but not necessary to have an expensive professional photo] and up load it. If your photos needs editing (i.e., “photo shop”) send it to me and I will crop and enhance it for you free.
Second, we worked on creating a good tagline, which is the text just below your name. Often [too often] and it was true for this client the tagline is the current place of employment. Nothing wrong with that, but it wastes an opportunity. The opportunity is to say something engaging about yourself, perhaps what you are passionate about – it is what people will see when you post comments on discussions – tell them who you are and what you know, your expertise!
Making these two simple but powerful changes, while only the first steps, made a notable difference to my clients’ profiles.
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Many of us, regardless of how disciplined we are, fail to monitor our website’s progress on a regular basis or we think about it too much. Either way, to stay on top of website traffic, scheduling a web analytics report to show up on your desk every week or every month is a good way to solve this problem.
However, being more efficient is not all you can accomplish. Reports can be customized and you can create more than one report. Perhaps a weekly report to help you stay current on a few vital metrics or measures and a month report that provides more depth.
The next question you are probably asking is, “Okay sounds like a good idea how do I create customized reports and schedule them.” Or Said more simply; “How do I do it?”
Customization is a lengthy topic and requires a good deal of planning. However, let’s assume that you are using Google Analytics (if you have a more sophisticated software solution you probably also have access to tech help – use it). There are a series of steps (outlined briefly below) you can use as a good starting point, but they are only a starting point. Customizing your analytics report requires more “how-to” instruction and we will have to tackle that in another venue.
Sending a scheduled report to your email account is relatively straightforward; here are the nine (9) basic steps:
1. Navigate to the report you’d like to receive by email.
2. Click the Email button below the report title.
3. Select the Schedule tab.
4. If you’re sending it to yourself, select Send to me to have it sent to your login email address.
- If you’re sending this report to others, enter their email addresses in the Send to others field.
5. Edit the Subject and/or Description if desired.
6. Select a Format in which to receive this report:
- PDF – portable document format (you need free Adobe Reader software to view this file)
- XML – extensible markup language
- Excel – comma separated values (or CSV) a file format used by most spreadsheet applications and text editors
- TSV – tab separated values; also readable by most spreadsheet applications or text editors
7. If you’d like to compare the currently selected date range with either the Previous date range make your selection from the Comparison drop-down list.
8. Choose the frequency you’d like to receive reports from the Schedule list.
NOTE – Your options are limited and include:
- Daily (sent each morning)
- Weekly (sent each Monday), no option to send weekly reports on any other day.
- Monthly (sent first day of each month), currently no other option
- Quarterly (sent first day of each quarter), same limitation
9. Click Schedule.
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