Hey First name / there,

Georgi from Cobot here!

 

Data is essential to every long-term successful marketing effort.

A couple of weeks ago in this newsletter we spoke about using ChatGPT to generate quick reports with data, and Fanny Marcoux commented:

 

And really, why shouldn't we do that? 

 

Today I've invited Fanny who is a data analyst consultant and the host of “A Very Special Coworking” podcast to share her expertise in creating automated dashboards and tell us more about how you can incorporate them into your coworking space's marketing efforts.

 

Coworking operators must manage many different tools. This is especially  true in marketing: Analytics, ads, Excel, social media, newsletters, etc.

 

Instead of wasting precious time jumping from platform to platform, you can set up one dashboard with all the essential marketing data your space needs, presented in a simple visual format.

 

This report can be linked with all of your tools and can extract only the KPIs you need. It can also be automatically sent to your mailbox as often as you like.

 

It just makes everything easier and saves time.

 

I believe the main metrics about your communication, marketing, and outreach activities of a coworking space are:

 

• impressions and clicks*

• website visits*

• conversions, such as contact forms sent, newsletter subscriptions, calls, free trials, or memberships sold*

• conversion rate (e.g., total number of forms sent divided by total website visits)*

 

 

 

The top 3 most famous reporting tools are:

• Looker Studio (Google)

• Power BI (Microsoft)

• Tableau (Salesforce)

 

If you're already using other Google products (Google Ads, Google Search Console, Google Analytics) as they integrate very easily, I would recommend going for Looker.

 

If you already have an Office 365 plan, Power BI might already be included. If not, consider a plan that has it.

 

Same with Tableau. If you’re already using Salesforce, adding Tableau to your current subscription might be the most convenient solution.

 

In conclusion, it's usually best to stick to what you're already using.

 

I’m using Looker Studio, so I’ll show an example using it. The other tools are similar:

 

First, you need a Google account.

 

Did you know: You don't need a Gmail email address to create a Google account. Google just aggressively encourages it. 😉 
You can easily use your work email address (as I do.)

 

Then, this is what I usually do:

1. Go to the Looker Studio website

2. Click on “+ Blank Report”

3. Looker will automatically prompt you to add a data source (e.g., your tool)

4. Click on "Google Analytics” (or any other tool you'd like to report on)

5. Select the Account and Property you want to add

6. Click on “Add a chart” to start creating your first graph or table, then follow the steps (adjust based on your needs)

 

Building your very own dashboard is a bit like building a house, it can be tough. That’s why it can be easier and faster to hire external help to do it for you.

 

So, how do you recognize a good freelancer or agency?

 

Here are 13 green flags ✅ to help you find the best freelancing talent.

 

A good freelancer or an agency:

1. Replies to your emails

2. Rarely makes typos (because we are still human 🙂)

3. Shows up on time for meetings

4. Speaks clearly and articulately

5. Listens to you

6. Asks questions

7. Understands your situation

8. Explains what they plan to do and why

9. Makes recommendations or suggestions

10. Is open to feedback

11. Owns their mistakes (because mistakes happen)

12. Is polite

13. Is nice

 

In short, you want to hire good human beings. ☺️

 

Thank you too! You can view my work and contact me via:

• LinkedIn – linkedin.com/in/fannymarcoux

• My website – fanny-marcoux.com

 

You can connect your Cobot account to Looker and Tableau using Zapier to synchronize the data from your space with your custom marketing dashboards.

The topic for next week is:

If you missed last week's newsletter, check it out here:

Reply to this email if you have any questions, disagree with something I said, or have a suggestion for a collaboration/future topic. I'm always happy to stay in touch.

 

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Coworking Software

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