Re: Report - Calgary

We could do 11:30am PT on Tuesday but are booked up outside of that. Does
that time work?

And yes, the quarterly report every 3 months and the monthly report in the
2 months in between works for me to start with.

So Jan = quarterly report, Feb and march - monthly reports, April
=quarterly report.

On Wed, Jan 25, 2023 at 2:43 PM John McColman <john@infrontmarketing.ca>
wrote:

> Hi Alexa,
>
>
>
> I like this approach. We need time for the new report as I want to align
> Oct – Dec (Q4). Can we move the meeting to Tuesday? Or maybe Wednesday AM
> but I’m gone Wed 11am MST – Friday (wife’s 40th birthday). Returning on
> Monday the 6th.
>
>
>
> The request for a 30/30 comparison and then 90/90 is doable. I like the
> idea of having a time scheduled each month for it. Do you want 2 monthly
> reports and then the quarterly comparison?
>
>
>
> IE:
>
> Q4 Review VS Q3 – once every 3 months.
>
> MoM – 2 months.
>
>
>
> I’m ok with 48 hour for review before a meeting. If we scheduled a call
> for Thursday/Friday, I would deadline my team for a Monday EOD delivery.
>
>
>
> Would this work? Or would we want 3 MoM comparisons and 1 quarterly?
> Either work for IFM.
>
>
>
> One last thing. Did we want to separate the markets MoM and then one large
> report Quarterly?
>
>
>
> We will make this a priority.
>
>
>
> Thank you,
>
>
>
> *John McColman*
>
> In Front Marketing
>
>
>
> 403.861.9727
>
> *john@infrontmarketing.ca  <john@infrontmarketing.ca>*
>
>
>
>
>
>
>
>
>
> *From: *Alexa Graziani <agraziani@thekey.com>
> *Date: *Wednesday, January 25, 2023 at 9:57 AM
> *To: *John McColman <john@infrontmarketing.ca>
> *Cc: *Timothy Thomas <tt@thekey.com>
> *Subject: *Re: Report - Calgary
>
>
>
> Hi John,
>
>
>
> I thought prior to the holidays, what we talked about was using the same
> structure but because we were so close to the holidays waiting to do the
> rest of them until January and doing a Q4 review (Oct-Dec) instead. And
> that all of the other markets would be completed and sent at least 48 hours
> before our hour long call so that Tim and I could review them all ahead of
> time. Since we only have an hour, we only have about 10 mins to discuss
> each market, which is why I want to review them ahead of time instead of
> walking through each one on the call.
>
>
>
> So for the next deliverable, I'd like all markets besides Calgary in the
> date range of Oct-Dec (compared to the previous period) sent ideally 48
> hours ahead of when we meet (since there will be a lot of data to digest).
> If Matthew needs more time to do this, we can push our next call by a few
> days.
>
>
>
> I think this is also a good time to align on timing/reporitng moving
> forward. I'd like to schedule an hour long call each month to review each
> market with you and Tim. I'd like the report in the same structure but
> showcasing the prior month's performance (and comparing it to the previous
> month). The report should be sent at least 48 hours prior to our meeting so
> that Tim and I can review and send any specific questions we'd like to
> review ahead of time. So our next meeting after the one we have scheduled
> would be sometime in February to review January performance compared to
> December for every market. Does that structure work for you or do you have
> any alternate suggestions?
>
>
>
> Sincerely,
>
>
>
>
>
>
>
> On Tue, Jan 24, 2023 at 7:23 PM John McColman <john@infrontmarketing.ca>
> wrote:
>
> Hi Alexa,
>
>
>
> The current report is Sep – Nov 2022 with a 3 month comparison.
>
>
>
> In order for us to get you this EOD Thursday, I’ll be putting Mathew on
> this.
>
>
>
> Following the same report structure as Calgary, did you want the same date
> range? Sept – Nov? Or is there a different date range we can update?
>
>
>
> *John McColman*
>
> In Front Marketing
>
>
>
> 403.861.9727
>
> *john@infrontmarketing.ca  <john@infrontmarketing.ca>*
>
>
>
>
>
>
>
>
>
> *From: *Alexa Graziani <agraziani@thekey.com>
> *Date: *Tuesday, January 24, 2023 at 4:37 PM
> *To: *John McColman <john@infrontmarketing.ca>
> *Cc: *Timothy Thomas <tt@thekey.com>
> *Subject: *Re: Report - Calgary
>
>
>
> Great! Can you send the report for Q4 for all the other markets by EOD
> Thursday so we have time to review before the meeting?
>
>
>
> I'll change the meeting to 11am PST MOnday.
>
>
>
> On Tue, Jan 24, 2023 at 3:13 PM John McColman <john@infrontmarketing.ca>
> wrote:
>
> 100% I have time on Monday. We made the changes as well as per your
> request.
>
>
>
> Take a look:
> https://www.canva.com/design/DAFXaqNe4Fs/7CGUdWLRASpijD58pkH42g/view?utm_content=DAFXaqNe4Fs&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton
>
>
>
> I sent my thoughts on the MCC, I think this is perfect and should work
> assuming the credit level is sufficient.
>
>
>
> We can move Friday. What time on Monday is best? I have time from 11am MST
> on.
>
>
>
> Thank you!
>
>
>
> *John McColman*
>
> In Front Marketing
>
>
>
> 403.861.9727
>
> *john@infrontmarketing.ca  <john@infrontmarketing.ca>*
>
>
>
>
>
>
>
>
>
> *From: *Alexa Graziani <agraziani@thekey.com>
> *Date: *Tuesday, January 24, 2023 at 10:53 AM
> *To: *John McColman <john@infrontmarketing.ca>
> *Cc: *Timothy Thomas <tt@thekey.com>
> *Subject: *Re: Report - Calgary
>
>
>
> Hi John,
>
>
>
> I'm looking forward to reviewing the reports this week! So excited to
> start working more closely.
>
>
>
> Unfortunately, a meeting came up during our scheduled time.
>
>
>
> Do you happen to have availability at the same time on Monday? That will
> give Tim some more time to catch up before our call as well since he's not
> back until Thursday of this week.
>
>
>
> Sincerely,
>
>
>
> On Fri, Jan 13, 2023 at 10:07 PM John McColman <john@infrontmarketing.ca>
> wrote:
>
> Hi Alexa,
>
>
>
> Mathew is another buyer with us. He is well versed in report building (and
> more of course), but for some clients, I prefer Mathew taking control on
> reporting as he can visualize the data better.
>
>
>
> Regardless, we’ll make the changes and fire it back.
>
>
>
> *John McColman*
>
> In Front Marketing
>
>
>
> 403.861.9727
>
> *john@infrontmarketing.ca  <john@infrontmarketing.ca>*
>
>
>
>
>
>
>
>
>
> *From: *Alexa Graziani <agraziani@thekey.com>
> *Date: *Friday, January 13, 2023 at 10:10 AM
> *To: *John McColman <john@infrontmarketing.ca>
> *Cc: *Timothy Thomas <tt@thekey.com>
> *Subject: *Re: Report - Calgary
>
>
>
> Hi John,
>
>
>
> This looks great! Just one minor edit: can you please add conversions to
> this section?
>
>
>
> Sorry, remind me who Matthew is?
>
>
>
> I think you're good to build out the rest of Q4 comparisons for all
> markets now so they can get sent by the 24th, prior to our call. Is there
> anything else we would need to review on a call before that?
>
>
>
> Sincerely,
>
>
>
> On Thu, Jan 12, 2023 at 11:21 AM John McColman <john@infrontmarketing.ca>
> wrote:
>
> Hi Alexa,
>
>
>
> Here is the updated sheet.
>
>
>
>
> https://www.canva.com/design/DAFXaqNe4Fs/7CGUdWLRASpijD58pkH42g/view?utm_content=DAFXaqNe4Fs&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton
>
>
>
> We’ve removed everything asked and can further adjust, but will invite
> Mathew on the next call so we can get this completed. Then we will build
> out all markets.
>
>
>
> Thank you,
>
>
>
> *John McColman*
>
> In Front Marketing
>
>
>
> 403.861.9727
>
> *john@infrontmarketing.ca  <john@infrontmarketing.ca>*
>
>
>
>
>
>
>
>
>
> *From: *Alexa Graziani <agraziani@thekey.com>
> *Date: *Tuesday, January 10, 2023 at 11:40 AM
> *To: *John McColman <john@infrontmarketing.ca>
> *Cc: *Timothy Thomas <tt@thekey.com>
> *Subject: *Re: Report - Calgary
>
>
>
> Great! I just checked and look slike Tim is OOO for a while in January
> (hope you've got a lovely vacation planned, Tim).
>
>
>
> So we could meet at 11am PT on Monday the 16th or 11am PT Friday the 27th.
> I would like to make sure to get the reports for all markets at least 48
> hours before the call so that I can review them all and send any questions
> so the 27th might make more sense.
>
>
>
> On Mon, Jan 9, 2023 at 3:07 PM John McColman <john@infrontmarketing.ca>
> wrote:
>
> Hi Alexa,
>
>
>
> 16th sounds good to me. We will make the changes and combine some sheets
> and send over for review.
>
>
>
> Thank you!
>
>
>
> *John McColman*
>
> In Front Marketing
>
>
>
> 403.861.9727
>
> *john@infrontmarketing.ca  <john@infrontmarketing.ca>*
>
>
>
>
>
>
>
>
>
> *From: *Alexa Graziani <agraziani@thekey.com>
> *Date: *Friday, January 6, 2023 at 3:21 PM
> *To: *John McColman <john@infrontmarketing.ca>
> *Cc: *Timothy Thomas <tt@thekey.com>
> *Subject: *Re: Report - Calgary
>
>
>
> Apologies!
>
>
>
> Here are the ones you can remove:
>
>    1. Remove the Google Analytics slide but add the two callouts (%
>    traffic from Google ads and % conversions from Google Ads) to the Source
>    analytics slide
>    2. Audiences
>    3. All of the Callrail section
>
>
>
> For the campaign/search/ performance sections, is it possible to
> restructure so the comparisons are all on one page? RIght now there are too
> many and it's hard to make any comparisons. It doesn't have to include the
> actual numbers for the previous period, just an increase or decrease %
> would be find. Right now it's 9 slides and I'm hoping that it could be 3.
>
>
>
> Please also add total spend to the performance slides.
>
>
>
> Let me know if these edits make sense or if I should send
> screenshots/other clarifications.
>
>
>
> Once you figure out when you can deliver the reports based on this
> feedback, we can choose a date to meet to review them. Possibly late the
> week of the 16th for an hour call?
>
>
>
> Sincerely,
>
>
>
> On Fri, Jan 6, 2023 at 2:09 PM John McColman <john@infrontmarketing.ca>
> wrote:
>
> Hi Alexa,
>
>
>
> Hope you’re having a great day!
>
>
>
> Hoping for an update on the Calgary report so we can complete the other
> markets.
>
>
> I have Ash working on the keywords and impression share as well, but
> wanted to loop back so we can get everyone the reporting stripped down and
> all markets reported on (along with a date per month).
>
>
>
> Thank you!
>
>
>
> *John McColman*
>
> In Front Marketing
>
>
>
> 403.861.9727
>
> *john@infrontmarketing.ca  <john@infrontmarketing.ca>*
>
>
>
>
>
>
>
>
>
>
> --
>
> *Alexa Graziani *
>
> Senior Marketing Manager - Consumer Growth
>
> *Please note my email has changed: *
>
> agraziani@thekey.com <https://brand.thekey.com/esg/agraziani@thekey.com>
>
> (650) 416-1538 Ext. 181538
>
> *TheKey.com <https://www.thekey.com/>*
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
>
>
> --
>
> *Alexa Graziani *
>
> Senior Marketing Manager - Consumer Growth
>
> *Please note my email has changed: *
>
> agraziani@thekey.com <https://brand.thekey.com/esg/agraziani@thekey.com>
>
> (650) 416-1538 Ext. 181538
>
> *TheKey.com <https://www.thekey.com/>*
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
>
>
> --
>
> *Alexa Graziani *
>
> Senior Marketing Manager - Consumer Growth
>
> *Please note my email has changed: *
>
> agraziani@thekey.com <https://brand.thekey.com/esg/agraziani@thekey.com>
>
> (650) 416-1538 Ext. 181538
>
> *TheKey.com <https://www.thekey.com/>*
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
>
>
> --
>
> *Alexa Graziani *
>
> Senior Marketing Manager - Consumer Growth
>
> *Please note my email has changed: *
>
> agraziani@thekey.com <https://brand.thekey.com/esg/agraziani@thekey.com>
>
> (650) 416-1538 Ext. 181538
>
> *TheKey.com <https://www.thekey.com/>*
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
>
>
> --
>
> *Alexa Graziani *
>
> Senior Marketing Manager - Consumer Growth
>
> *Please note my email has changed: *
>
> agraziani@thekey.com <https://brand.thekey.com/esg/agraziani@thekey.com>
>
> (650) 416-1538 Ext. 181538
>
> *TheKey.com <https://www.thekey.com/>*
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>
>
>
>
> --
>
> *Alexa Graziani *
>
> Senior Marketing Manager - Consumer Growth
>
> *Please note my email has changed: *
>
> agraziani@thekey.com <https://brand.thekey.com/esg/agraziani@thekey.com>
>
> (650) 416-1538 Ext. 181538
>
> *TheKey.com <https://www.thekey.com/>*
>
> [image: TheKey] <https://homecareassistance.com/>
>
>
>


-- 
Alexa Graziani
Senior Marketing Manager - Consumer Growth
* Please note my email has changed: *
agraziani@thekey.com <https://brand.thekey.com/esg/agraziani@thekey.com>
(650) 416-1538 Ext. 181538
TheKey.com <https://www.thekey.com/>
[image: TheKey] <https://homecareassistance.com/>