Efficiency First Webinar Today: Your Marketing Plan

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At 12:30 pm EST/9:30 am PST, I’ll be one of the presenters during an Efficiency First webinar on developing a marketing plan. (If you’re reading this before the webinar, it not too late to register. If after, you should be able to  view the webinar in the EF archives.)

Here are couple of resources aligning with my section of the discussion.

  • A short article on your marketing plan.
  • A simple template to help you map out your marketing budget and campaigns for the year. (Download Excel .xlsx file)  It includes a basic tool to illustrate how to analyze your previous marketing, tracking and measuring performance of different campaigns so you can keep doing what works and change what doesn’t.

Efficiency First members can view the recorded webinar. For others, the slide deck delivered is below.

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About the Author:

Mike Rogers is the President of OmStout Consulting. A nationally recognized expert in residential energy-efficiency, he works with contractors and programs to scale sustainable market approaches to improving homes. More on Google+


  1. Amanda  December 28, 2013

    Hey Mike,
    Great job on the webinar!

    You make some great points about tracking the cost of the lead and the close rate associated with that type of lead. We are currently tracking the lead source, but based on your webinar will be adding a layer of tracking in 2014 to see the true value of that lead.

    Also, a quick thank you for posting your basic tracking tools. It can be overwhelming to track all of the marketing points, and the tools you share make it easier to take the first step to tracking.

    Thanks again,

    • Mike Rogers  December 29, 2013

      Thanks for the feedback, Amanda, on both the webinar and the tool. That helps me figure out what is useful (or not) for you folks out there.

      Evaluating the effectiveness is marketing is so much easier if the lead source follows the project right through the end–you can then look at impact in several ways to better understand what’s really going on!


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