Start Here: Essential Initial Concepts

Start Here: Essential Initial Concepts


Idea
We're excited to get you and your team onboard so you can all realize the full value of the solution.  Below you'll find some essential initial concepts and the agenda for kick-off discussions.
Kick-off Article Track > Agenda

Essential Initial Concepts

The Event ROI Toolkit is divided into two key areas: the Knowledge Base for information, and RecapIQ for benchmarks and data dashboards.

Knowledge Base

We’re always updating the PortMA Event ROI Toolkit Knowledge Base. Here, you’ll find:

Resource Library

A collection of articles, downloadable tools and templates, and interactive analysis pages—all the resources we use when delivering Experiential Marketing ROI measurement reports are available here for you.

The Resource Library is organized into three sections, following a 10-phase framework for using data effectively in Experiential Marketing.
  1. Sales and Marketing
    1. Content Strategies: Planning targeted content strategies to generate leads
    2. Prospecting: Approaching conversations and outreach with prospects
    3. Buyer Decisionmaking: Building a strong case to prove value and support decisions
  2. Operations
    1. Standardization: Setting up standardized data processes for smoother work
    2. Data Capture: Developing effective methods for capturing event data
    3. Data Management: Organizing and managing data for easy access and analysis
    4. Uncovering Insights: Finding insights in your data that support clear next steps
    5. Dashboards & Reporting: Structuring reports to focus on what matters most
  3. Client Relationships
    1. Showcasing Success: Telling compelling stories with data to showcase success
    2. Client Partnerships: Strengthening long-term relationships with clients and partners

Use Cases

Explore these videos for a quick introduction to the PortMA methodology. We highly recommend starting with the Eight-Minute Crash Course for a fast overview.

Academy

Dive deeper into the PortMA RIV Paradigm with a range of lessons designed to help you speak confidently about data and insights.

Help Articles

Find practical information on how to use the platform, understand where benchmarks come from, and get started quickly.

You’ll also see convenient links to Benchmarks and Support for easy navigation.

RecapIQ (i.e., Data Dashboards)

RecapIQ is where you’ll find your data and industry benchmarks. The database is organized into five dashboards, each aligned with the PortMA RIV Paradigm.

You can learn more about this paradigm in the Eight-Minute Crash Course and the academy course, The RIV Paradigm.


Remember, we're always here to answer any questions you might have.  Don't hesitate to reach out to your Account Manager and schedule a time to talk.

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