{"id":5099,"date":"2022-07-12T16:03:35","date_gmt":"2022-07-12T16:03:35","guid":{"rendered":"https:\/\/craighordlow.com\/index.php\/2022\/07\/12\/how-to-tell-a-story-with-data-and-elevate-your-client-reporting\/"},"modified":"2022-07-12T16:03:35","modified_gmt":"2022-07-12T16:03:35","slug":"how-to-tell-a-story-with-data-and-elevate-your-client-reporting","status":"publish","type":"post","link":"https:\/\/craighordlow.com\/index.php\/2022\/07\/12\/how-to-tell-a-story-with-data-and-elevate-your-client-reporting\/","title":{"rendered":"How to tell a story with data and elevate your client reporting"},"content":{"rendered":"<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"450\" src=\"https:\/\/searchengineland.com\/wp-content\/seloads\/2022\/07\/CallRail-SEL_artcle-800x450.png\" alt=\"| Craig Hordlow\" class=\"wp-image-386266\" title=\"| Craig Hordlow\"><\/figure>\n<\/div>\n<p>In 2009,<a href=\"http:\/\/significantobjects.com\/\" target=\"_blank\" rel=\"noreferrer noopener sponsored nofollow\"> anthropological researchers<\/a> made $8,000 on trinkets for which they paid just $1.25 each. What made these items feel valuable to buyers? Each trinket was accompanied by a compelling story written in the item\u2019s eBay description.\u00a0<\/p>\n<p>The fact is, stories sell \u2014 whether you\u2019re explaining s a product or, in your case, a data set.<\/p>\n<p>Learning how to tell a story with data is an important skill for proving your value to your clients; it\u2019s how you earn their trust, sell them on your services, and get repeat business. To tell a story with data, you need to look at your raw data as pieces of a grand story yet to be told. Establish a thesis, develop a narrative, craft the story, and tell that story through powerful visualizations to engage clients.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_81 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/craighordlow.com\/index.php\/2022\/07\/12\/how-to-tell-a-story-with-data-and-elevate-your-client-reporting\/#Establish_a_thesis_that_will_guide_your_data_story\" >Establish a thesis that will guide your data story<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/craighordlow.com\/index.php\/2022\/07\/12\/how-to-tell-a-story-with-data-and-elevate-your-client-reporting\/#Develop_a_narrative_and_then_tailor_it_to_your_audience\" >Develop a narrative (and then tailor it to your audience)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/craighordlow.com\/index.php\/2022\/07\/12\/how-to-tell-a-story-with-data-and-elevate-your-client-reporting\/#Add_visuals\" >Add visuals<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/craighordlow.com\/index.php\/2022\/07\/12\/how-to-tell-a-story-with-data-and-elevate-your-client-reporting\/#Put_it_all_together\" >Put it all together<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-1'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/craighordlow.com\/index.php\/2022\/07\/12\/how-to-tell-a-story-with-data-and-elevate-your-client-reporting\/#Get_the_data_to_guide_your_storytelling\" >Get the data to guide your storytelling<\/a><\/li><\/ul><\/nav><\/div>\n<h1><span class=\"ez-toc-section\" id=\"Establish_a_thesis_that_will_guide_your_data_story\"><\/span>Establish a thesis that will guide your data story<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>First, find a narrative within the data. Look for what your data \u201ctells you.\u201d That becomes the thesis of your story \u2014 your argument.<\/p>\n<p>Then start forming questions about what the data is saying, identify trends, and form a hypothesis. Ask yourself the following:<\/p>\n<ul>\n<li>What are you trying to explain with the data? Your thesis should answer this.<\/li>\n<li>What are your goals? Your goals are what you\u2019re trying to argue for or prove with your story.<\/li>\n<li>What is the conflict in your client reporting? This will identify the central point of the story, the conflict.<\/li>\n<li>Are you trying to get buy-in? Answering this question will help you determine how you frame your story.<\/li>\n<\/ul>\n<p>After you\u2019ve done this, look for correlations, identify trends, identify outliers and draw comparisons. These insights will form the foundation of your story.<\/p>\n<h1><span class=\"ez-toc-section\" id=\"Develop_a_narrative_and_then_tailor_it_to_your_audience\"><\/span>Develop a narrative (and then tailor it to your audience)<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>Tailor your narrative to your audience to make sure it applies to your client. Let\u2019s say you\u2019re working with marketing managers who want to know how their content is performing. In this case, you\u2019d want to tailor your narrative so that it focuses on metrics or data that are important to content marketing, like email opens or search performance.<\/p>\n<p>Personalizing client reporting and telling a story with data are good ways to build trust with clients \u2014 they\u2019ll buy into your insights more, which is good for them and for business, as it helps the client see themselves as the main character. Additionally, tailoring your narrative helps create a shared understanding of that data. It\u2019s a way to \u201cput everyone on the same page.\u201d<\/p>\n<p>Tailoring your narrative requires you to do a little preliminary research on your client. First, start with the audience you\u2019re presenting to. It might be marketing managers, or it might be executives, but the point is that different audiences have different goals in mind, so you need to have different angles for each audience.<a href=\"https:\/\/www.callrail.com\/blog\/prove-roi-to-clients-with-better-reporting-data\/\" target=\"_blank\" rel=\"noreferrer noopener sponsored nofollow\"> This blog post<\/a> explains it best: \u201cDifferent employees, stakeholders, and departments want to see different data, even if they care about the same general KPIs (key performance indicators).\u201d<\/p>\n<p>It makes more sense to talk about overall business goals and performance with a chief marketing officer because they\u2019re the ones with the power to make strategic decisions. Use the same language that your audience would use, and be sure to speak in concrete terms \u2014 no more \u201cgood,\u201d \u201cbad,\u201d or \u201cbetter.\u201d Those are loose terms that leave a lot of ambiguity on the table. Focus on <a href=\"https:\/\/www.callrail.com\/blog\/how-to-turn-attribution-data-into-actionable-insights\/\" target=\"_blank\" rel=\"noreferrer noopener sponsored nofollow\">attributing success or failure<\/a> to the brand\u2019s overall business goals and use language that describes that success in concrete terms you can back up, like \u201cincreased or decreased\u201d instead of \u201cgood or bad.\u201d<\/p>\n<h1><span class=\"ez-toc-section\" id=\"Add_visuals\"><\/span>Add visuals<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>Visuals could be any graphical representation of the data: flowcharts, bar graphs, funnels or infographics. You can use visuals to draw comparisons between two different points of data, making it easier to tell your overall story. Additionally, visuals are great for communicating with non-technical audiences \u2014 more often than not, they\u2019re your key decision-makers.<\/p>\n<p>How to tell a story with data using visual content:<\/p>\n<ol>\n<li>Choose a visual that tells the story \u2014 try not to clutter your report with unnecessary charts or graphs.<\/li>\n<li>Include a zero baseline so you can more effectively demonstrate fluctuations in data.<\/li>\n<li><a href=\"https:\/\/chartio.com\/learn\/charts\/essential-chart-types-for-data-visualization\/\" target=\"_blank\" rel=\"noreferrer noopener sponsored nofollow\">Choose the appropriate visualization for the type of data you\u2019re displaying<\/a>, so the audience only has to glance at the content to understand it.<\/li>\n<\/ol>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" width=\"800\" height=\"250\" src=\"https:\/\/searchengineland.com\/wp-content\/seloads\/2022\/07\/CallRail-marketingoutlookcharts-800x250.png\" alt=\"| Craig Hordlow\" class=\"wp-image-386268\" title=\"| Craig Hordlow\"><figcaption><em>Examples of a pie chart, table, and histogram from <\/em><a href=\"https:\/\/www.callrail.com\/learn\/2022-marketing-outlook-for-agencies\/\" target=\"_blank\" rel=\"noreferrer noopener sponsored nofollow\"><em>The 2022 Outlook for Digital Marketing Agencies<\/em><\/a><\/figcaption><\/figure>\n<\/div>\n<h1><span class=\"ez-toc-section\" id=\"Put_it_all_together\"><\/span>Put it all together<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>Crafting a story through client reporting requires you to approach the data like an author would approach the loose fragments of a story \u2014 things like context, characters, conflict and solutions. It\u2019s your job to tie them all together in a linear fashion. Here\u2019s how:<\/p>\n<p><strong>Set the context for the story. <\/strong>What is the situation, and why are you telling your audience about it? Craft an engaging hook to get your clients involved. Good hooks \u2014 especially ones that involve the client \u2014 are great ways to kick off your client reporting and get your clients engaged.<\/p>\n<p><strong>Create characters. <\/strong>Ask yourself: \u201cWho are the key players that are involved?\u201d This will help you define your audience further. If you can position your clients or their business as a character, you\u2019ll have a more compelling story on your hands.<\/p>\n<p><strong>Lay out the conflict. <\/strong>The conflict is the crux of your story, or in your case, it\u2019s the issue at hand that your data has revealed. At this stage, it\u2019s fair to really dig into the data and set up the conflict as something that directly involves the characters (your clients). Even if you\u2019re reporting positive performance, you can still use this as an opportunity to make projections about your client\u2019s growth or what they could achieve under your guidance. Setting up the conflict introduces the problem you\u2019re trying to solve, which then lends itself to your next step: the solution.<\/p>\n<p><strong>Offer a solution. <\/strong>You\u2019ve set the context for the story, identified your clients as the main character, and put their org\u2019s performance at stake during the conflict stage. Now it\u2019s your turn to offer solutions for said conflict. This is your opportunity to both solve the client\u2019s problem and make a case for the value you provide.<\/p>\n<h1><span class=\"ez-toc-section\" id=\"Get_the_data_to_guide_your_storytelling\"><\/span>Get the data to guide your storytelling<span class=\"ez-toc-section-end\"><\/span><\/h1>\n<p>If you struggle with sourcing dependable, high-confidence data to craft your stories and prove the ROI of your services, try a <a href=\"https:\/\/www.callrail.com\/\" target=\"_blank\" rel=\"noreferrer noopener sponsored nofollow\">marketing attribution software like CallRail<\/a>. Attribution software uses a variety of techniques, such as <a href=\"https:\/\/www.callrail.com\/call-tracking\/\" target=\"_blank\" rel=\"noreferrer noopener sponsored nofollow\">call tracking<\/a>, <a href=\"https:\/\/www.callrail.com\/form-tracking\/\" target=\"_blank\" rel=\"noreferrer noopener sponsored nofollow\">form tracking<\/a>, and <a href=\"https:\/\/www.callrail.com\/conversation-intelligence\/\" target=\"_blank\" rel=\"noreferrer noopener sponsored nofollow\">conversation intelligence<\/a>, to determine which marketing strategies and campaigns are most effective at bringing in quality leads.<\/p>\n<p>Try it today by <a href=\"https:\/\/www.callrail.com\/signup\/\" target=\"_blank\" rel=\"noreferrer noopener sponsored nofollow\">signing up at callrail.com<\/a>.<\/p>\n<p>The post <a rel=\"nofollow noopener\" href=\"https:\/\/searchengineland.com\/how-to-tell-a-story-with-data-and-elevate-your-client-reporting-386265\" target=\"_blank\">How to tell a story with data and elevate your client reporting<\/a> appeared first on <a rel=\"nofollow noopener\" href=\"https:\/\/searchengineland.com\/\" target=\"_blank\">Search Engine Land<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In 2009, anthropological researchers made $8,000 on trinkets for which they paid just $1.25 each. What made these items feel valuable to buyers? Each trinket was accompanied by a compelling story written in the item\u2019s eBay description.\u00a0 The fact is, stories sell \u2014 whether you\u2019re explaining s a product or, in your case, a data set. Learning how to tell a story with data is an important skill for proving your value to your clients; it\u2019s how you earn their trust, sell them on your services, [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"h5ap_radio_sources":[],"cybocfi_hide_featured_image":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-5099","post","type-post","status-publish","format-standard","hentry","category-best-seo-blogs"],"featured_image_src":null,"featured_image_src_square":null,"author_info":{"display_name":false,"author_link":"https:\/\/craighordlow.com\/author\/"},"_links":{"self":[{"href":"https:\/\/craighordlow.com\/index.php\/wp-json\/wp\/v2\/posts\/5099","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/craighordlow.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/craighordlow.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/craighordlow.com\/index.php\/wp-json\/wp\/v2\/comments?post=5099"}],"version-history":[{"count":0,"href":"https:\/\/craighordlow.com\/index.php\/wp-json\/wp\/v2\/posts\/5099\/revisions"}],"wp:attachment":[{"href":"https:\/\/craighordlow.com\/index.php\/wp-json\/wp\/v2\/media?parent=5099"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/craighordlow.com\/index.php\/wp-json\/wp\/v2\/categories?post=5099"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/craighordlow.com\/index.php\/wp-json\/wp\/v2\/tags?post=5099"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}