Establishing Metrics that Matter

by

3–4 minutes

read

A few weeks ago, I was compiling a progress report for a client that covered the entire first half of 2018. For this particular client, we were in charge of media relations, analyst relations and building their social media presence. If you’re outside the PR and marketing world, you might look at that list and think “You’re only measuring three things – What’s the big deal?” And it wouldn’t be a big deal, if measuring media relations progress was as easy as tracking the number of placements, or measuring their social media presence by only tracking follower growth. But it’s not.

The reality is, unless you set specific goals and create metrics that correspond to those goals, you could spend hours over-analyzing metrics that your client could care less about. That’s why I love the approach we take at REQ with our clients – whether it’s a quarterly planning meeting with a long-time client, or a kick-off meeting for a new one, we always make a point to establish goals that map back to why the client hired us in the first place. We call these Destinations.

You’re probably thinking “Gee, thanks for the arbitrary advice that applies to basically every field in the client-services industry.” So instead of wasting time trying to explain what I mean in granular detail, I’ll just walk through what we did with one of our clients. I’ll keep this brief and only focus on media relations for now:

Step 1: New year, New goals, New Metrics

At the start of 2018, we held a 1 hour planning meeting with our client, where they relayed what the big-picture company goals were for the year. In this case – increasing their presence in the commercial space and promoting their new capabilities in the government space, where there presence is already strong, but for older products. From there, we established baseline media relations metrics and then a second tier of specific media metrics that aligned with the client’s two big-picture goals:

Baseline: Increase overall media placements by 20% from the second half of 2017

Second tier:

  • Secure two articles focused on topics consistent with the government narrative and press releases
  • Secure one article promoting the company’s capabilities in the commercial space
  • Secure and develop one authored article/thought leadership piece on the government side – specifically focusing on military and defense publications
  • Secure and develop one authored article/thought leadership piece on the commercial side in relevant trade publication
  • Secure one piece of business coverage to support [company’s flagship technology] RFI process

Step 2: Execute!

Keeping these specific media relations goals in mind, we developed a PR plan that maximized our efforts and ensured that majority of our time (aka budget) was focused on meeting our metrics. To track our progress, we kept the metrics at the top of our weekly report, which we update before every weekly client meeting (duh). This kept us honest and also reassured the client that our PR efforts were aligned with their marketing efforts.

Step 3: Analyze, Rinse and Repeat

As we neared the end of Q2 and I began to compile our progress report for the 1st half of 2018, there were no surprises. We knew we had met our media relations goals, and more importantly, we knew that these metrics communicated our success to the client. When we held our 2nd half of 2018 planning meeting, we didn’t have to waste a lot of time explaining why “securing X number of placements in publications A, B and C mattered”, they already knew. Instead, we used the time to discuss what success looked like for the rest of 2018: had their big-picture goals changed (yes, slightly)? How can we build off of the media relations goals we’ve achieved? This meeting helped us ensure that not only were their marketing goals and our PR goals aligned, but that our unified efforts continued to support the company’s end goal.

Measuring success in the PR industry can be a difficult task, but if you take the time to understand what the company’s big picture goals are, and how your PR efforts can best support those goals, the metrics will speak for themselves (as long as you meet them).

The CMO Who Gave Up Sales Pitches to Build Real Relationships

The CMO Who Gave Up Sales Pitches to Build Real Relationships

Chatting with Nathan Burke of 7AI on why relationship-building outperforms traditional B2B marketing Nathan Burke is intentionally doing less of what most B2B marketers are taught to do. As CMO of 7AI, he’s opting out of the usual B2B playbook, the awkward steak dinners with a pitch attached, the conference badge scanning arms race, and…

How UVEye’s Unicorn Drives Trade Show Excitement

How UVEye’s Unicorn Drives Trade Show Excitement

Trade shows are crowded. Competitive. Expensive. Every booth promises innovation. Every brand is trying to stand out to the sea of overwhelmed and tired attendees. For AI-driven vehicle inspection company UVEye, standing out meant not just thinking creatively. It meant creating a unicorn. UVEye calls its technology an “MRI for cars.” It provides AI-driven technology that…

How WalkMe’s Melanie Pasch Humanized the Enterprise AI Adoption Problem with “AI Shame”

How WalkMe’s Melanie Pasch Humanized the Enterprise AI Adoption Problem with “AI Shame”

Ask an executive how many software applications their company uses, and they’ll probably guess 30 or 40. The average organization, according to research by digital adoption platform (DAP) pioneer WalkMe, actually runs about 625 applications. This staggering digital ecosystem is where most tech investments stall, not because the technology is poor, but because employees can’t…

From $200M ARR to Pre-Seed: How Karina Lawrence Rewrites the Marketing Playbook for Early-Stage Startups

From $200M ARR to Pre-Seed: How Karina Lawrence Rewrites the Marketing Playbook for Early-Stage Startups

When you’ve helped scale a developer-focused company from roughly $200M to nearly $250M in ARR, you know what “grown-up” marketing looks like. Today, though, Karina Lawrence is back at the very beginning—leading marketing at Macrovo, a pre-seed, ~10-person startup that blends AI and human expertise to help financial institutions make faster, smarter decisions. It’s a…

B2B Videos You Actually Want to Watch? Meet Jared Evers of Medallia.

B2B Videos You Actually Want to Watch? Meet Jared Evers of Medallia.

For Jared Evers and his small and scrappy content team at Medallia – provider of customer and experience software – if you can’t do something stellar, there’s no sense in doing it at all. For proof, check out how the team is pushing the boundaries of corporate videos with Experience Now, Medallia’s own streaming platform.…

How HII’s Jaime Orlando Builds Connection, Culture, and Momentum Inside a Legacy Brand

How HII’s Jaime Orlando Builds Connection, Culture, and Momentum Inside a Legacy Brand

Q: Jaime, for those who might not know HII Mission Technologies, can you give us a quick overview of what your team does? Jaime Orlando Absolutely. HII as a company has an incredible legacy. It’s America’s largest shipbuilder, with more than 135 years of experience. About 75% of HII’s business comes from shipbuilding at our…

How Jenifer Kern Helped Qu Redefine Restaurant Tech

How Jenifer Kern Helped Qu Redefine Restaurant Tech

On the Radar sat down with Jenifer Kern, CMO of Qu, to talk about how she helped create a new category in restaurant technology, why maintaining industry focus has been key to business growth, and what it means to elevate marketing in a longstanding industry undergoing rapid transformation. Q: When you joined Qu, what did the industry…

From The New York Times to Muck Rack: Linda Zebian on Knowing What’s Newsworthy

From The New York Times to Muck Rack: Linda Zebian on Knowing What’s Newsworthy

Linda Zebian knows how to tell a good story. As VP of Communications at Muck Rack, she leads a lean, high-impact team responsible for brand, content, product marketing, internal comms, and more. Her approach is grounded in the instincts she developed over 10 years in corporate comms at The New York Times, where she learned…

How Sam Baldridge is Turning Culture Into a Competitive Edge

How Sam Baldridge is Turning Culture Into a Competitive Edge

At Applied Systems, Sam Baldridge wears a lot of hats. Officially, she’s the Senior Communications and Culture Specialist. Unofficially, she might be better known as the “Vibes Director.” Sam is part of a small but mighty three-person team tasked with building internal connection, shaping employer branding, and turning culture into a competitive advantage.  We caught…

How Kristina McConnell Uses Precision and AI to Power Account-Based Marketing at H1

How Kristina McConnell Uses Precision and AI to Power Account-Based Marketing at H1

A Director of Marketing at H1, Kristina McConnell brings structure, creativity, and a test-and-learn mindset to every campaign she touches. With a small team and a niche audience in the pharma space, she has helped transform H1’s account-based marketing (ABM) approach into a tightly aligned, data-driven engine. Her team goes far beyond basic alignment with sales.…

CONTACT US
CONTACT US

WE HELP BRANDS OWN WHAT’S NEXT

Our integrated PR and digital campaigns build reputations, drive growth, and shape conversations that define markets. Let’s talk about how we can help you do the same.