Daily Accountability Marketing Metrics

October 19, 2010 - Get free updates of new posts here

This form was originally created by Nicholas Holland of Centresource. He is one of the best sales people and overall managers I have ever met.

What is this form?

It is the form your employees will love to hate. I know I did.

It makes people accountable? Shit, you mean I have to do that work? Yea.

Anyway, this is a form I started using and try to give to everyone I work with. My motto is you must track it or it didn’t happen.

Why use it? It accomplishes a few things:

1- Helps prioritize to the person the things they should be accomplishing

2- Makes them submit everyday the work they did and shows if it’s along the lines of what you want

3- Allows you to graph their progress if you ask for a lot of #s and ROI metrics

This can be customized for: sales people, data-entry roles and anything you want to see progress / results on. It’s great when you hire a marketing person.

Here’s a live sample of a form I give to our marketing person:


See the live results on Google docs

Downloadable copy for you to play with:
Daily Accountability – Marketing Effectiveness Metrics

Ps. This still works even if you are a solopreneur.

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15 responses to “Daily Accountability Marketing Metrics

  1. kleine Reply

    Really nice.

    I used a scrum daily 15 minute stand up meeting for similar purposes. Everyone says what they accomplished the previous day and what they hope to accomplish the next day and anything in there way they need help with.

    The additional value is that if anyone needs help or has questions from anyone else in the team they are all there at the same time. People know what others are doing and if they get something wrong.

    Sometimes, I also grill people on details to dig deeper, even though you aren’t really supposed to do that in scrum. I try not to…

  2. Mark Colvin Reply

    Very nice. I’ll be stealing this for my self and my team. Weekly or monthly metrics are good but daily accountability is just plain good stuff.

  3. Alejandro Reply

    Yes accountability not only to the client but to yourself.

    Also being well organized and having a very structured day allows you to stay on track and not get distracted.

    I use a standard journal called a week at a glance which allows me to create weekly and monthly goals and measure the milestones as well.

    Too easy to loose track and not have any results at the end of the day.

  4. Brian Reply

    It’s good to see there are many that believe in output accountability. It is even better when you establish a system that auto-updates job progress in such a manner that quality improves, output increases, producers get recognosed for the ‘above-benchmarks’ and rewards flow to them.
    I once had manufacturing plants and developed my own pc system to manage around 40 staff and developed a system so successfully that some of my staff told me my job was the best they had ever had.
    Nobody was penalised for under-performance (as I was obviously responsible if I created unrealistic targets or failed to correctly manage supply) but full staff involvement always found a solution to any bottlenecks so they never repeated.
    Incredibly satisfying as an employer. Very rewarding as an individual and obviously quite profitable to employees once all flow, supply chain, quality and bottleneck issues are structured so everyone agrees we have a realistic and achievable set of goals. I took my system even further to allow staff to rotate tasks periodically so as to develop knowledge, produce fresh thought, create ‘competitive thinking’ and to uncover ways to earn more. Doing this my overheads dropped by around 25%. Output went up by around 30% and accidents, tool loss and sickies almost vanished altogether. Very interesting project to play with as I effectively passed responsibilty for business growth and each other to those producing the income .
    I’m in Sydney Australia. Anybody want to hire me ? Brian

  5. Aaron Reply

    I think what would be even better is to automate any part of the form that can be automated (e.g. getting # tweets, emails, posts). This makes it more objective and requires less unnecessary interaction.

  6. Leo Widrich Reply

    Noah, this is an amazing form, I am going to start to use it for myself! We bumped up the number of tweets to 5 a day and of course via Buffer instead of sharefeed ;).
    Other than that, it is a great thing I feel will really help me to get more things done.

  7. Razvan Reply

    I took your idea and made it into an web app. You add your list of stuff (goals, tasks, values, taco recipes) and the app generates all the possible pairs and asks you to choose only one. After you finished it gives your the ordered list.

    Here it is: http://onlyone.io

    What yall think ?
    thanks noah

  8. B. Michael Rumpf Reply

    Very nice, will always be a topic. The example is an extremely procedural job. What If Software, web App web dev. Scrum is overkill, but common Problem in my POV is that technicians tend to pull up dubtasks to a Main task and that making plans is permanent struggle Ehen Wirkung remotely. New input very much appreciated. Use #slack or asana, gdrive or onedrive (mostly die to onenote), and evernote. Found a two level weekly activity xls in office recently. Hesitation to use PM s/w.