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Ways We'll Use Data - the KMD - Coggle Diagram
Ways We'll Use Data - the KMD
Persona Identification
Onboarding campaign
On-site engagement
Off-site engagement
Progressive CTAs & on-site surveys
Cross-reference to the research database
Research database
Advisor Survey Research
Internal Reader/Member/Persona Research
Third-Party Licensed Access to University Researchers?
Advisor Dashboard / Practice Management Benchmarking Tools
Vendor Ratings
Reader Journey
Engaged Readers
Engaged Members
Nudges for the Engagement Journey
Engagement by Persona
Buyer Journey
Hyper-targeted CTAs to 0.1%
Customized Buyer Journeys by Persona
On-Platform
Kitces-Related Businesses
Lead Scoring
Data Sources
On-site engagement (what you read, what you click)
Email engagement
On-site surveys
Research surveys
Social media activity/engagement(?)
Off-site engagement (e.g., at conferences)