Best Practices
Proven strategies and recommendations based on hundreds of successful client engagements. Follow these practices to maximize your ROI with Prime Chase Data.
Lead Generation Best Practices
🎯 Define Your ICP Precisely
The more specific your Ideal Customer Profile, the better your results.
Good ICP Example:
- • B2B SaaS companies
- • 50-200 employees
- • $5M-$50M revenue
- • Using Salesforce
- • Recently raised funding
📊 Start Small, Then Scale
Test with 500-1000 contacts before scaling to thousands.
- Run pilot campaign with small segment
- Measure reply rates and quality
- Refine messaging based on responses
- Scale gradually with proven approach
🔄 Maintain Data Hygiene
Clean data is the foundation of successful outreach.
- ✓ Remove bounces immediately
- ✓ Update job changes monthly
- ✓ Verify emails before campaigns
- ✓ Deduplicate regularly
Outreach Best Practices
Email Timing
- 📅 Best Days: Tuesday-Thursday
- ⏰ Best Times: 10 AM or 2 PM recipient time
- 🔄 Follow-up: 3-5 touches over 2 weeks
- ⏸️ Spacing: 2-3 days between touches
Message Structure
- 📝 Subject: 4-7 words, personalized
- 👋 Opening: Reference trigger event
- 💡 Value: State benefit in 1 sentence
- 🎯 CTA: Single, specific ask
A/B Testing Framework
Always test one variable at a time with minimum 100 sends per variant:
SEO & Content Best Practices
Focus on Intent, Not Volume
100 visitors with buying intent > 10,000 random visitors
- • Target commercial and transactional keywords
- • Create content for specific buyer journey stages
- • Optimize for featured snippets on high-intent queries
Local SEO Dominance
For local businesses, visibility = revenue
- • Complete GMB profile 100%
- • Post weekly updates
- • Respond to all reviews within 24 hours
- • Add photos monthly
Content That Converts
Every piece should drive action
- • Lead with the problem, not your solution
- • Include specific examples and data
- • Add clear CTAs every 300-500 words
- • Update quarterly with fresh data
Data Management Best Practices
Security First
Use least privilege access, encrypt sensitive data, and audit regularly
Track Everything
Measure what matters, create dashboards, and review metrics weekly
Iterate Quickly
Test, measure, adjust. Don't wait for perfect—ship and improve
Working with Prime Chase Data
Communicate Clearly
Share your goals, concerns, and feedback openly. We can't fix what we don't know about.
Trust the Process
We've refined our approach over hundreds of engagements. Give strategies time to work.
Focus on Outcomes
Vanity metrics don't pay bills. Focus on revenue, qualified leads, and real business impact.
Provide Access Quickly
The faster we get access to tools and data, the faster we deliver results.
Korean Brands Entering the U.S. — Best Practices
Core Principle
Prove demand before you ship large volumes. Do a controlled launch first. Amazon or Walmart listings alone will not create sales. Ads help you learn, not carry the brand forever.
What to Do Before You Ship
1. Localization and Compliance
- • Translate product names, benefits, and care instructions into plain U.S. English
- • Confirm category rules (FDA cosmetic labeling, food FSVP, CPSIA for children, Prop 65)
- • Update labels and packaging files. Keep both Hangul and English only if it helps the buyer and stays compliant
2. Price and Margin Sheet
- • Landed cost to U.S. 3PL
- • MSRP, wholesale, MAP in USD
- • Target contribution margin after ads and processing fees
3. SEO and Site Readiness First
- • Ship product pages, FAQs, and comparison pages in U.S. English
- • Add Organization, Product, FAQ schema
- • Create a landing page to collect emails before launch
4. Controlled Channel Test
- • DTC with small daily ad caps on Google, Meta, TikTok
- • Marketplace listing is fine, but do not rely on it alone
- • Optional retail pilot with a pallet or two in regional stores to test velocity
5. Inventory Plan
- • Stage small inventory at a U.S. 3PL. Keep the rest at origin
- • Reorder only after hit rates are proven
6. Reverse Logistics Plan
- • Set a U.S. return address and RMA workflow
- • Define restock rules, liquidation partners, donation partners, and refurbishment standards
- • Publish a clear returns policy in U.S. English
✅ Scale Rules
- • Scale when CAC hits target and contribution margin is positive within 60 days
- • Do not grow ad spend faster than repeat rate and inventory turns
🛑 Stop Rules
- • Stop or change offer if units per store per week are below goal
- • Stop if paid traffic does not convert after on-site fixes
❌ Common Mistakes to Avoid
- • Shipping a container before any market proof
- • Relying on ads to make up for weak product-market fit
- • Treating Amazon or Walmart as a complete plan
- • Translating copy word for word without adjusting claims
- • No reverse logistics plan, which turns small problems into expensive ones
📦 Optional Retail Pilot Note
A pallet or two at select stores is possible and useful. It adds 4 to 8 weeks for vendor setup, case labels, pallet patterns, and store activation. If you want this, tell us early so we adjust the timeline.
Common Mistakes to Avoid
❌ Trying to Boil the Ocean
Don't try to fix everything at once. Focus on 1-3 high-impact initiatives and execute well.
❌ Ignoring the Data
If the data says something isn't working, pivot quickly. Don't let ego override evidence.
❌ Inconsistent Execution
Success requires consistency. Sporadic efforts produce sporadic results.
❌ Perfectionism Paralysis
80% good today beats 100% perfect next month. Ship, learn, iterate.
Dashboard Best Practices (Power BI, Tableau, or Similar)
Design Principles
- • One job per view: Executive, channel, product, operations. Do not mix.
- • Standard date table: Always use a canonical Date dimension with fiscal settings.
- • Measures over calculated columns: Keep logic in explicit measures.
- • Use a star schema: Fact tables for events, orders, spend. Dimensions for date, channel, product, customer.
- • Consistent definitions: Keep a data dictionary for CAC, ROAS, MER, contribution margin, repeat rate.
- • Default filter set: Period, channel, device, country, and brand line.
- • Performance: Avoid row-level visuals with more than 2,000 points. Pre-aggregate for heavy views.
- • Accessibility: 12-16pt labels, plain English titles, percent signs on rates, currency with code.
- • Auditability: Each view shows "Last refresh," data source, and filter badges.
- • Governance: Version dashboards, keep a changelog, and archive old metrics.
Executive Dashboard Layout
Title: Executive KPIs
- • Revenue (current period vs prior, delta percent)
- • Orders or Leads
- • Contribution Margin
- • CAC / CPA
- • ROAS / MER
- • Repeat Rate or LTV:CAC
- • Revenue by day, last 8 weeks, 7-day MA overlay
- • Spend vs Revenue by week, current vs prior 8 weeks
- • Revenue by Channel, current period with percent of total labels
- • Date range, Country, Channel, Device, Brand line
Marketing Funnel View
Title: Marketing Funnel
- • Sessions → Product Views → Add to Cart → Checkout → Purchase
- • Show step-to-step rate and overall CVR
- • Source group to Funnel steps
Paid Performance View
Title: Paid Media Performance
- • Rows: Channel → Campaign → Ad set
- • Columns: Impressions, Clicks, CPC, CPM, CTR, Conversions, CPA, ROAS
- • Bar chart of best 10 ads by CPA with thumbnail URLs as tooltips
Standard Visual Prompts for BI Tools
📊 KPI Card Prompt
"Create a large KPI card labeled 'Revenue'. Value is sum(Revenue) for selected period. Subvalue shows difference vs prior period with up or down arrow and percent. Format as USD with 0 decimals. Show small sparkline of Revenue by day behind the number."
📈 Time Series Prompt
"Create a line chart of Revenue by day for the last 8 weeks with a 7-day moving average overlay. Add a vertical band for campaign launch dates. Tooltips show Date, Revenue, Orders, ROAS."
📊 Funnel Prompt
"Create a horizontal funnel with five steps: Sessions, Product Views, Add to Cart, Checkout, Purchase. Show counts and step conversion rates. Add a single KPI for overall CVR above the funnel."
🔴 Scatter Prompt
"Create a scatter plot where X is CAC, Y is Weekly Spend, bubble size is Conversions, and color is Channel. Add a vertical reference line at Target CAC. Label points where CAC is greater than 120 percent of target."
Design System Notes for BI Tools
⚡ Power BI
- • Use a dedicated Date table with continuous axis
- • Keep measures in a Measures folder with clear prefixes (e.g., m_Revenue)
- • Avoid bi-directional relationships unless needed
- • Use field parameters to switch metrics on a chart without duplicating visuals
- • Limit bookmarks and synchronized slicers to reduce memory pressure
📊 Tableau
- • Prefer extracts for speed
- • Use Level of Detail expressions for cohort and retention
- • Use parameters for currency and date granularity
- • Turn on Performance Recording to find slow worksheets
- • Avoid many quick filters on large dimensions. Use context filters
Ready to Implement?
These best practices are just the beginning. Let's create a custom strategy that drives real results for your business.
Need help setting up dashboards or launching in the U.S.? Email henry@primechasedata.com
Get Started Today