New Client Alert! Buy/Hold Plus has provided advisors and investors with a simple approach to sophisticated investing since 2005. They design investment portfolios using a combination of time-tested principles and their own unique strategic management techniques. We are working with them to update their website to be responsive, with contemporary information and document storage capabilities. The new website will feature a simplified, streamlined process for advisors to access the tools Buy/Hold Plus provides for their end clients - investors.

Is your organization measuring Customer Time to Value? Customer Time to Value (TTV), simply put, is how long it takes from the time of purchase to the first "aha!" moment when the customer is aware of the positive impact of your product or service. A shorter TTV will reduce customer churn and increase customer retention. By mapping your customer journey, you can determine how quickly after purchase customers experience what you promised them - and then you can focus on shortening that time further. Learn more about this valuable part of the customer journey from Roadmap President Steve Whittington in this #RefreshWithRoadmap.

Now is a great time to check the rearview and reflect on the year behind us. Happy New Year from all of us at Roadmap! Our offices will be closed December 30th @12pm, and January 2nd.

HubSpot Minute with Shar Send out Surveys & Requests for Reviews at the Right Time You want this process to work seamlessly within your customer’s journey to encourage the right feedback and not annoy your customers with too high of a frequency. The beauty of HubSpot is because all of your customers' information is in one place, it enables you to use the data to create triggers or prompts for when specific actions, like surveys, need to be sent. Here’s an example of how one of our clients is utilizing this feature.

Why do you need a marketing plan? Without a plan with goals tied to it, you have nothing to measure against to see if the work you're putting in is working. Without a marketing plan, you're shouting into the void hoping someone hears you but not listening for a response. You could be wasting valuable resources on tactics that provide little or no ROI. Or worse, you could also be doing something innovative with incredible ROI and not realize it. Many organizations get caught up in the tactics they will use without thinking about the goals they want to accomplish. The adage "Failure to plan is planning to fail" is repeated because it is true. If you haven't already, the start of the year is a perfect time to revisit (or create) your marketing plan. Start with a solid strategy for your marketing efforts, and establish measurable goals that you can reference throughout the year. Discover Why You Need a Marketing Plan and How to Create One: https://www.weareroadmap.com/insights/marketing-plan/