After the tag is placed and data is flowing, review the data on the dashboard to look for any patterns and obvious recommendations. The patterns will reveal the pages that higher intent prospects visit, so you can best help the client focus on the ideal audience.

Clients will seek your expertise on the call, and your role will be to provide the targeting parameters of the program. You will guide the client to a successful program, which includes which pages to target and how many cards they might be mailing.

We’ve included articles on Targeting Tips to read before you have those conversations.

Have a plan and prepare for the call. You will want to convey specific advice and guidance for the client, and steer them down the path that will generate long term success.