June 2023: A Marketer’s Guide to Key Performance Indicators

Seasoned Marketer: Marketers have access to more knowledge and data than ever before, but collecting data, tracking trends, and reporting on marketing activities for the sake of reporting are not sufficient to gain the respect of our partners. So what do they really care about? Find out in this article.

Meet a Member: Lily Morris is the Internal Communications Specialist at Johnson Lambert. In her role, she produces monthly newsletters and manages the internal intranet used to share information on sales pipeline, firm happenings, and updates from business units to the firm. She also develops social media content for the firm, specifically around recruiting and firm culture. Beyond her marketing responsibilities, she oversees the Diversity, Equity & Inclusion Committee where she coordinates committee events and projects, and works with leadership to develop goals and strategies for the committee. Get to know AAM’s 2023 Rookie of the Year, Lily Morris, in this month’s Meet a Member.

Beginner’s Guide: Developing Key Performance Indicators (KPIs) is an essential part of measuring marketing success and aligning your efforts with business objectives. KPIs are critical in helping marketers and business leaders track progress, improve results, and achieve their organization’s goals. Here are a few tips beginner marketers can implement to help when developing KPIs for their accounting firms.

Hot Topic: The 2023 AAM Summit was host to a long lineup of fantastic speakers with topics ranging from technology, talent and growth to balancing success and mindfulness to achieve bliss. Here are some of the top speakers worth following for news and insights.

Business Development: How do we know business development efforts are working? This seems to be the question on the minds of leaders at most firms right now. With the increased investment in hiring business development professionals to build upon marketing efforts, it’s essential to understand the different key performance indicators (KPIs) for business development efforts within accounting firms. Click here to learn more.

May New Members:

Laurie Leer, SingerLewak

Madison Blecki, Holman Frenia Allison, P.C.

Nancy Patton, Saltmarsh, Cleaveland & Gund

Shannon Hill, MBE CPA