How to Create and Distribute Data Reports
Note: Unfortunately, the audio quality of this episode is poor. The discussion and insights from Kevin are valuable and worth a listen, or reading of the transcript, so we hope you can get past the low-quality audio and still take something away from it.
In this episode
Nate Turner and Kevin McLaughlin discuss Kevin's experience creating and distributing data reports for Bluevine. The report, called the Business Owner Success Survey (BOSS), focused on small business success and included insights on market sentiment, spending habits, and decision-making.
The report was distributed through various channels, including email, social media, and a drip marketing campaign. The format of the report was initially interactive, but there are plans to create a static PDF version as well.
Key moments in the conversation:
0:00
Introduction
2:05
Why Create a Data Report?
4:07
Getting Buy-In Across the Company
5:07
Aligning the Report to Your Objectives
7:07
Pitching the Idea Internally With an Abstract
9:10
Keeping a Multi-Use Report Focused
10:11
Sample Size, Objectivity, and Survey Panels
14:15
Market Sentiment Plus Proprietary Data
18:18
Working With a PR Agency on the Media Push
21:20
Validating Against Other Industry Reports
22:22
Packaging the Key Takeaways
23:22
Seasonal and Thematic Campaigns
25:22
Slicing the Data Many Ways
27:25
Press Release First or Survey First?
29:28
Lessons Learned: Questions We Didn't Ask
30:28
Format and Gating: PDF, Web, or Interactive
36:30
Ship It and Learn
38:31
Bringing More Teams Into the Data
39:33
Closing
