What Is The Recommended Actions Document, And How Does It Work?
The Recommended Actions document is a strategic diagnostic tool that translates collected data in the KPI Dashboard into a specific, high-impact execution plan. It is the bridge between knowing your numbers and growing your business. While a KPI Dashboard tells you what happened, the Recommended Actions document tells you what to do next. For an SME, it eliminates all the random tactical marketing executions by providing a monthly roadmap based on actual performance trends rather than intuition.
It works through a systematic audit of your business touchpoints, specifically across Outbound, Inbound, Lead Generation, and Conversion. The mechanics are simple but rigorous; every month, your KPI Dashboard data is analysed to identify leaks in your pipeline. If your website bounce rate is high or your lead conversion is low, the document provides a direct recommended action to fix it. It is a dynamic feedback loop that ensures your team is always focused on the activities that truly move the needle.
Consider an engineering company which monitors its marketing progress month-to-month. Their KPI data might indicate that, while their Google Business Profile is receiving over 1,600 views, their website visitors are leaving within less than 20 seconds. The Recommended Actions document doesn't just flag this as a problem; it provides the fix, such as “Build internal links, replace images with videos, and create a simple 'compliance checker' on the homepage to increase engagement”. It turns a negative data point into a tactical win.
For an SME, this tool is the ultimate accountability partner. It prevents activity traps, where a team is busy but not productive, by forcing a focus on the biggest bottlenecks. Whether it’s suggesting a shift in pricing strategy to improve a conversion rate or recommending a monthly closed-door event to build partnerships, the document ensures your strategy evolves as fast as your market. It transforms your data from a static report into a dynamic engine for growth.
