Inside the Event ROI Toolkit

Inside the Event ROI Toolkit



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The Event ROI Toolkit powered by PortMA is designed to help experiential marketing professionals measure, optimize, and prove return-on-investment for their campaigns. This guide introduces the Toolkit’s key features and how to start using them effectively.

Getting Started

Begin with the Toolkit’s 25-minute training, split into 10 short lessons (2–3 minutes each). For a faster overview, you can take the 8-minute crash course, which also covers practical use cases for the dashboards.

Toolkit Resources

After training, explore:
  1. A library of templates, spreadsheets, and analysis tools
  2. Detailed resources on the PortMA methodology for experiential marketing analytic
  3. A growing collection of platform tutorials, definitions, and self-help materials
These resources help you build ROI projections, standardize your processes, and tell compelling data stories.

How the Event ROI Toolkit Delivers Value

Sales and Marketing

Build a Strong Sales Pipeline, Convert More Prospects, and Drive Revenue Growth with Benchmarking

Phase 1: Create Targeted Content to Generate Leads

Refresh your social media and inbound marketing with highly targeted content that differentiates your team.  Identify your target segment, build custom content, and generate more leads today: access ready-to-publish benchmarks and unlimited customizations 24/7.

Phase 2: Engage Prospects/ RFPs with ROI Projections

A unique strategy that uses experiential marketing ROI projections for prospect follow-up. This approach gets the immediate attention of your new leads and generates inbound meeting requests.

Phase 3: Build Trust to Secure Business

Showcasing projected ROI with experiential marketing benchmarks is a game-changer. Impress clients, secure budgets, and predict campaign performance with confidence.

Operations

Optimized Workflows, Accurate Reporting, Better Outcomes

Phase 4: Proven Methodology to Standardize Processes

Launch your measurement process quickly and efficiently with our on-demand training and resources. Unite your teams and foster a common approach to data collection and analysis.

Phase 5: Capture Data

Ensure a smooth launch and maximize data accuracy with our proven field staff launch kit. Gain expert guidance through webinars, consultations, and direct support.

Phase 6: Data Organization and Management

Maintain control over data quality and quantity for reliable insights.

Phase 7: Uncover Insights

Transform your data into actionable insights with our comprehensive analysis suite. Gain a competitive edge by understanding the true impact of your experiential campaigns.

Phase 8: Deliver Actionable Reports

Transform raw data into compelling narratives that drive business decisions.  Our comprehensive reporting solution empowers you to effortlessly create professional, client-impressive reports. Access a vast library of pre-built templates, data visualization tools, and expert guidance to streamline the reporting process and maximize impact.

Client Relationships

Measurable Impact Leads to Expanded Client Partnerships

Phase 9: Showcase Success with Data Storytelling

Transform data into compelling narratives that drive action.  Our dedicated support ensures your team delivers impactful presentations that captivate clients and secure buy-in.
  1. Enhanced Presentation Skills: Gain confidence and polish through expert coaching.
  2. Increased Client Engagement: Deliver presentations that resonate and inspire action.
  3. Stronger Client Relationships: Build trust and credibility through insights-driven roundtable discussions.
  4. Improved Outcomes: Secure larger budgets and expanded campaigns.

Phase 10: Foster Long-Term Client Partnerships

Proactively plan for future success with our ROI-focused approach.  Leverage our expertise to secure next year’s campaign and expand your program’s impact.
  1. Predictive Analytics: Forecast future performance and optimize budget allocation.
  2. Compelling Proposals: Develop data-driven proposals that win over clients.
  3. Strategic Partnerships: Collaborate with experts to refine your renewal strategy.
  4. Increased Revenue: Secure larger budgets and expand campaign scope.

RecapIQ Dashboards

  1. A core part of the Toolkit is the RecapIQ Dashboards, which include:
  2. Five dashboards aligned with the PortMA RIV Paradigm
  3. Filters that adapt depending on your view (all data or just your agency’s)
  4. Data cards that update in real-time as filters change
  5. Options to work with either:
    1. Blinded industry data
    2. Your agency’s data archive by brand or campaign
Access the dashboards at app.portma.com. After your onboarding call, you’ll receive two emails with secure login instructions.

Support

If you need assistance:
  1. Visit the Knowledge Base for tutorials and guides.
  2. Contact PortMA support for personalized help.

Start exploring today to unlock actionable insights and demonstrate the ROI of your experiential marketing efforts.



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