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Boulevard R PlatformAnalytics-- ROI Report for

Insurance Brokerage LLCThis report tracks, measures and helps calculate your marketingreturn on investment (ROI) based on the results of your differentmarketing campaigns running on the Boulevard R platform.

June 1st, 2010 July 15th, 2010

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Table of Contents

Report Summary.........................................................Page 3

Get a high-level view of the conversion rates for your differentcampaigns, as well as key metrics on your online activity.

Campaign 1: Email......................................................Page 5Get a detailed view on key metrics forOld prospects from thelast 6 months email campaign.

Campaign 2: Direct Mail...........................................Page 11

See how your direct mail campaign fared, with metricscovering sign ups and calls to your campaign's unique toll-freenumber.

Online Metrics...........................................................Page 13View high-level and very detailed data on visits to yourBoulevard R profile, including contact form submissions, toll-free calls to a number unique to your profile, sign ups, etc.

How You Can Do Better............................................Page 20Get some ideas on how you can drive even more business byleveraging Boulevard R's software with affiliated services

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Report Summary

Here are the key metrics for your campaigns and online profilebetween June 1st, 2010 and July 15th, 2010:

Campaign 1: Email

13 sign ups

8.0% conversion rate on your list

Campaign 2: Direct Mail

7 sign ups

2.6 % conversion rate on your list

Online

2 sign ups

1 direct contact form submitted 16 visitors to your profile

Phone Calls: Received from the following sources

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Email (13)

Direct Mail (7)

Online (2)

Email (2)

Direct Mail (5)

Online (3)

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Dashboard Log InsBetween June 1st, 2010 and July 15th, 2010 yourcontacts have logged into their online Dashboard 17times. If a contact logged in multiple times, the numberof times is noted in parenthesis.

Here are the names of those who logged in:

Adam Moore, Acct #2394 (logged in 2 times)

Amanda, Acct # 2456

John Clark, Acct #2588 (logged in 3 times)

Larry Mitchell, Acct #2598 (logged in 2 times)

Anne Quaid, Acct #2671

Molly Innes, Acct #2842 (logged in 5 times)

Mark DeSotto, Acct #2876

benny, Acct #2969

Mark Tutle, Acct #3138

Gary Alt, Acct #3241 (logged in 3 times)

meghan, Acct #3360

Jim Strom, Acct #3473 (logged in 2 times)

Mary Parker, Acct #3691 (logged in 4 times)

Suzanne King, Acct #3729

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Campaign 1:Email Report Details

You named this email campaign:

Old prospects from the last 6 months

You had 13 of your campaign contacts get a Starter Roadmap.Here are your email campaign conversion rates for all three ofthe emails that were sent to your list of 163 contacts:

1. Initial email sent on 6/2/10 at 10:30am EDT:3.7%

2. First reminder email sent on 6/9/10 at 10:30am EDT:2.5%

3. Final reminder email sent on 6/16/10 at 10:30am EDT:1.8%

Campaign conversion rate:8.0%

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Initial Email Reminder Email #1 Reminder Email #2

0

2

4

6

8

10

12

14

16

18

Clicked on email ac-tivation link

Started the interact-ive goals process

Completed the in-teractive goals pro-cess and received aStarter Roadmap(Conversion Rate)

Your AverageConversion Rate

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Key MetricsThere were three emails sent on your behalf (branded for you)from Boulevard R. The following pages contain detailedinformation on the email campaign (please be aware thatthese data points are not entirely accurate, since not all email

clients are set to view in HTML mode, which is what's requiredto measure accurately). To request access to a report, pleaseemailsupport@boulevardr.com with the report description.

Also, please be aware that the timeline is measured usingEastern Time.

1. Your initial email, which included a unique activation linkand a detailed description of the service, had thefollowing results:

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mailto:support@boulevardr.commailto:support@boulevardr.comhttp://www.boulevardr.com/mailto:support@boulevardr.com

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2. Your first short reminder email, which was sent oneweek after the initial email and included the activationlink, had the following results:

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3. Your final short reminder email, which was sent twoweeks after the initial email and included the activationlink, had the following results:

Contacts' StatusFor this campaign, here is a list of your contacts',organized by their present status:

Starter Roadmap Not Sent (contact started, but didnot complete the interactive goals process)

Mark Connersmconners@sbcglobal.net

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mailto:mconners@sbcglobal.nethttp://www.boulevardr.com/mailto:mconners@sbcglobal.net

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Starter Roadmap Sent (no status assigned yet)

Sam Tullys.tully@gmail.com

Qualified: Consultation Requested Mark Tutle

mark_tutle@comcast.com(415) 245-9932; best to call in the evening

Cynthia Fosterfosterfamily@yahoo.com(510) 445-5569; best to call in the morning

Jon Clarkjc@eastman.com(415) 223-8992; best to call in the evening

Qualified: No Consultation Requested

Ken Lawrenceklaw@hotmail.com

Larry Mitchelllarr@mitchelllaw.com

Suzanne Kingsking45@hotmail.com

Not Qualified: Consultation Requested

Jeanette O'Gradyogrady.j@dol.gov

Marci Labettemarci@labette.org

Not Qualified: No Consultation Requested

Harry Schierhs@imageconsultants.com

Jenny Vogel

j.vogel@att.net Anita Ruach

anita.ruach@gmail.com

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mailto:s.tully@gmail.commailto:mark_tutle@comcast.commailto:fosterfamily@yahoo.commailto:jc@eastman.commailto:klaw@hotmail.commailto:larr@mitchelllaw.commailto:sking45@hotmail.commailto:ogrady.j@dol.govmailto:marci@labette.orgmailto:hs@imageconsultants.commailto:j.vogel@att.netmailto:anita.ruach@gmail.comhttp://www.boulevardr.com/mailto:fosterfamily@yahoo.commailto:klaw@hotmail.commailto:larr@mitchelllaw.commailto:sking45@hotmail.commailto:s.tully@gmail.commailto:jc@eastman.commailto:ogrady.j@dol.govmailto:hs@imageconsultants.commailto:mark_tutle@comcast.commailto:anita.ruach@gmail.commailto:j.vogel@att.netmailto:marci@labette.org

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Mike Podestam_podesta3@yahoo.com

Toll-Free CallsThere were 2 calls made to the toll-free numberassociated with this campaign. The calls were madefrom the following numbers:

(415) 344-6790 on 6/8/10

(510) 993-6723 on 6/21/10

New Business CalculationAssign an approximate dollar value of new business,based on closed and anticipated revenues fromproducts or services, generated by this campaign:

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$

mailto:m_podesta3@yahoo.comhttp://www.boulevardr.com/mailto:m_podesta3@yahoo.com

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Campaign 2:Direct Mail Report Details

You named this direct mail campaign:

Mark's direct mail list

The direct mail was sent to 265 contacts and as a result ofthe direct mail campaign, you had 7 people sign up.

Your direct mail campaign had a conversion rate of:

2.6%

Your average direct mail conversion rate is:1.9%

The average industry conversion rate for direct mail is:0.3%

Your new signups are:

1. Lars McNichols

lmcnick@yahoo.comDate signed up:6/11/10Status: Qualified: No Consultation Requested

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Conversion Rates

0

0.5

1

1.5

2

2.5

3

Your Campaign(2.6%)

Your Average forDirect Mail (1.9%)

Industry Averagefor Direct Mail(0.4%)

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2. Anne QuaidDate signed up: 6/17/10Status: Not Qualified: No Consultation Requested

3. Jim StromDate signed up: 6/17/10(408) 224-5693; best to call in the afternoonStatus: Not Qualified: Consultation Requested

4. Jon FarrellDate signed up: 6/23/10Status: Qualified: No Consultation Requested

5. Mary ParkerDate signed up: 6/26/10Status: Not Qualified: No Consultation Requested

6. Jason DawsonDate signed up: 7/2/10Status: Qualified: No Consultation Requested

7. Molly InnesDate signed up: 7/12/10(415) 455-6799; best to call in the eveningStatus: Qualified: Consultation Requested

Toll-Free CallsThere were 5 calls made to the toll-free numberassociated with this campaign. The calls were made

from the following numbers:

(415) 494-0491 on 6/4/10

(415) 250-5569 on 6/13/10

(510) 556-3329 on 6/14/10

(510) 993-6723 on 6/21/10

(415) 549-3329 on 6/24/10

New Business CalculationAssign an approximate dollar value of new business,

based on closed and anticipated revenues fromproducts or services, generated by this campaign:

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$

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Online Metrics

Outside of the campaigns that you ran, Boulevard R alsoworks to help enhance and search-optimized your presence

on the Internet. This is done through your search optimizedprofile through which people can easily contact you, as well aswith customized website buttons, such as this one:

that you can place on any website in order to drive traffic toyour (a) profile page (b) landing page or (c) directly into theinteractive goals process.

Key Metrics: SummaryBetween June 1st, 2010 and July 15th, 2010 you had:

16 visitors to your Boulevard R profile, including 1 visitfrom the United Kingdom

5 visitors start the interactive goals process

2 visitors complete the interactive goals process andsign up for a Starter Roadmap

Mike L.Date signed up: 6/15/10Status: Qualified: No Consultation Requested

meghanDate signed up: 6/28/10(408) 995-3686; best to call in the morningStatus: Not Qualified: Consultation Requested

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1 online contact form submitted through yourBoulevard R profile

First Name: Jerry

Last Name: Lyons

Email: jerry.lyons@comcast.net

What is the size of your current portfolio?$500,000-$999,999

Is there anything you would like to share? (optional)My wife and I are listening to a plethora of financialadvisers that represent ML, Met Life, Fidelity et al.We would like to run our finances by an independentfinancial expert. Jeremiah

3 people call the toll-free number on your Boulevard Rprofile, from the following numbers

(415) 445-9797 on 6/3/10

(510) 558-9922 on 6/19/10

(415) 994-4480 on 7/8/10

New Business CalculationAssign an approximate dollar value of new business,based on closed and anticipated revenues fromproducts or services, generated by your online profile:

Key Metrics: Detailed ViewThe following pages show more detailed metrics on visits toyour profile, including how long they visited for, where they

came from and where they went.

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How You Can Do Better

There are a several things your can do to help improve youroverall performance to engage more prospects and/or clients.

Enhanced Search Engine OptimizationFurther search optimize your profile with a link-buildingcampaign. To learn more, click here.

Get Going with Social MediaDevelop a social media strategy. Consider talking withStephanie at WiredAdvisor.com

Increase Your Media PresenceCreate a PR strategy. Consider talking with Marie Swiftat Impact Communications (tell her the folks at

Boulevard R recommended her service and you'll get toskip to the head of the waiting list for their coachingservices).

Drive Traffic with Online AdsConsider running a Google Adwords campaign (searchengine marketing where you place an online ad next tothe organic search results)

More Direct MailDo more direct mailings. Consider usingMailFinch.comand customizing Boulevard R's direct mail letter.

Boost Email CommunicationsSet up an email newsletter template with Boulevard R(part of the service included in a Performance or Firmplan) that is deeply integrated with our software

Give Your Contacts a Reason to Refer YouEducate clients and affiliates on your new service andfollow the step by step process outlined in yourBoulevard R marketing plan (if you didn't get amarketing plan and are signed up for the Performanceor Firm plan,click here to spend 10 minutes completingthe marketing plan survey so that we can create your

complimentary marketing plan)

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